“Chuanhua to build 680,000-ton silicone project!” — Since the end of 2025, this news has repeatedly circulated in industry groups, raising concerns about overcapacity. However, the truth is the opposite: in 2026, there will be no new organic silicone monomer (DMC) capacity released nationwide. The so-called “large projects” like Chuanhua are actually downstream deep-processing expansions and ha

The spirit of the snake brings blessings as the old year departs, and the galloping horse ushers in a new journey. As the 2026 Spring Festival approaches, homes are filled with reunion and warmth, and the land of China overflows with the rich flavors and heartfelt emotions of the season. Here, we extend our sincerest New Year greetings to our rea

An email from Europe set the procurement manager of a South China EV adhesive company on edge: Dow and Wacker simultaneously raised electronic-grade silicone prices by 15%, and standard lead times are now extended beyond June 2026. Similar notices are being sent intensively to domestic high-end manufacturers in electronics, medical, and photovoltaics—international giants, under pressure from pr

A high-end electric vehicle (EV) uses an average of 40–50 kg of adhesive, more than seven times that of a traditional internal combustion vehicle. Behind this “adhesive revolution,” silicone, as a key base material, plays five “hidden roles” deeply embedded in battery pack safety and performance—from heat conduction to cushioning, from insulation to coolin

With only four months remaining until June 6, 2026, the date when the EU REACH Regulation (EU) 2024/1328 fully restricts certain substances, a compliance storm targeting cyclic volatile methylsiloxanes (cVMS) is sweeping across Chinese exporters. The new rule clearly states: starting from that date, any substance, mixture, or article placed on the EU market containing D4 (octamethylcyclot

While prices for general-purpose 201 silicone oil are struggling around RMB 12,000/ton with gross margins falling below 8%, electronic-grade phenyl silicone oils are selling for over RMB 80,000/ton, sustaining margins above 40%. This striking profit gap is driving China’s leading producers to accelerate a strategic pivot up the value chain. In 20

Entering an organosilicon industrial park in East China, multiple silicone oil production lines are running at low load. Industry data shows that at the beginning of 2026, the average operating rate of domestic organosilicon monomer companies fell below 60%, with some small and medium-sized plants even halting production temporarily. Surprisingly

Since November 2025, the direction of the silicone industry has shifted dramatically. Led by top players such as Hesheng Silicone, Dongyue Silicones, Xin’an Shares, and Xingfa Group, the industry held three closed-door meetings and reached a self-regulatory consensus to cut production by 30%—the first real “anti-overcompetition” action in five years. As a result, DMC (dimethylcyclosiloxane mixt

China accounts for 76% of global silicone monomer capacity, producing over one million tons of silicone oil annually. Yet industry reports reveal an awkward reality: in critical areas like electronic packaging, medical devices, and semiconductor manufacturing, high-end silicone oil still relies on imports for more than 70% of demand. Leading in v

On one side, orders for electronic-grade phenyl silicone oil are booked six months in advance; on the other, general-purpose 201 silicone oil prices have fallen below cost. China’s silicone industry is undergoing a brutal “high-quality shakeout.” According to the China Fluorosilicone Association, in 2024, national silicone oil capacity utilization was below 60%, yet dependence on imported high-