300821, the straight line "20cm" hit the daily limit!

The organic silicon concept surges, with Dongyue Silica Materials (300821) hitting the daily limit with a “20cm” gain.

On April 7, all three major A-share indices opened higher collectively. After the open, they all rallied; the ChiNext Index rose by more than 1% at one point. As of the time of writing, the Shanghai Composite is up 0.43%, the Shenzhen Component is up 0.67%, and the ChiNext Index is up 0.65%.

On the trading board, sectors such as electronic components, the internet, semiconductors, and aviation are leading in gains; sectors such as home furnishings, petroleum, public transportation, and commercial retail chains are leading in declines.

Organic Silicon Concept Gains Strength

At the start of trading, the organic silicon concept broadly surged. Dongyue Silica Materials hit the daily limit with a “20cm” gain, while Silicone Bao Technology, Xinan Shares, Chen Guang New Materials, and Gansong Silica Industry all followed higher.

On the news front, Dongyue Silica Materials announced that it expects first-quarter net profit to increase year over year by 397.02% to 451.34%. Since December 2025, affected by improvements in the market environment and the industry’s supply-demand pattern, prices of the company’s major organic silicon products have risen and returned to a reasonable range. The company’s gross margin for its products has improved significantly. In addition, the company continues to advance refined management and tap internal potential, keeps production running steadily, effectively controls costs and expenses, and further enhances profitability.

Judging from market conditions, since the end of last year, organic silicon product prices have been rising steadily. Entering April this year, China’s organic silicon market has seen a new round of broad-based gains, and organic silicon product prices—led by DMC—have continued to climb. Industry expectations are that, driven jointly by costs staying at a high level, relatively tight supply, and steady demand, the short-term prices in the organic silicon market are expected to show a pattern of firming while rising.

Meanwhile, the electronic chemicals sector rallied at the open; Tongyu New Materials hit the daily limit with a “20cm” gain, while Silane Technology, Hongchang Electronics, GuangGang Gas, FeiwoTai, Fangbang Shares, Ruilian New Materials, and Wanrun Shares also followed higher.

The optical fiber concept shook and rallied: Huiyuan Communication hit a three consecutive daily limit, Tongding Internet and HuaMai Technology hit the daily limit, and HengTong Optoelectronics and others also followed.

Sodium-Ion Battery Concept Is Active

The sodium-ion concept is performing actively. ChuanYi Technology hit a straight daily limit, while Weike Technology, CATL, TCI Materials, and CNM New Materials also followed higher.

On the news front, on April 6, a team led by Hu Yongsheng from the Institute of Physics, Chinese Academy of Sciences published results in Nature Energy: the team successfully developed a self-protecting polymerizable non-flammable electrolyte (PNE). For the first time in the world, they completely blocked thermal runaway in ampere-hour-class sodium-ion batteries.

Some market analysts point out that sodium batteries have relatively strong comparative advantages in niche segments such as energy storage, electric two-wheelers, start-stop power supplies, and new-energy passenger vehicles below the A0 segment.

The consumer electronics sector opened stronger, with the foldable screen direction leading the gain. FuRong Technology hit the daily limit in one go, and many other stocks opened higher, including Yian Technology, Zhili Dongli, Jingyan Technology, LianDe Equipment, Anjie Technology, and Dafu Technology.

On the news front, reports say that Apple’s first foldable-screen phone has entered pilot production. A brokerage research report notes that foldable-screen phones are a core innovative category in the smartphone field, with hinge and flexible display modules as key components. This effectively balances the core conflict between large-screen experience and device portability. Compared with non-foldable-screen phones, the cost increase is mainly concentrated in display modules (display panel + glass cover plate), mechanical/electromechanical components (including the hinge), and memory.

Proofread by: Ran Yanqing