National policies provide multi-level, systematic support for the green transition of the silicone industry, incorporating it into the core tracks of new materials, high-end manufacturing, and the “dual carbon” strategy, forming a “encourage + constrain + empower” integrated policy framework: 1. Top-Level Design Clarifies Su

Although the green transition of the silicone industry has become a consensus, its implementation still faces multiple practical challenges, mainly reflected in the following five aspects: 1. High Energy Consumption and Emissions Are Hard to Break in the Short Term The synthesis of silicone monomers (DMC) requires high temperature and high pressure, relying heavily on steam and el

Green intelligent manufacturing in the silicone industry has evolved from a “supporting tool” to a core competitive advantage and transformation engine. Its impact is reflected in the following five key dimensions: 1. Tackling High Energy Consumption and Emissions, Achieving Low-Carbon Transition Silicone production is a typical high-energy process industry, with comprehensive ene

The future silicone market will exhibit three core characteristics: “one dominant player with multiple strong competitors,” chain-style competition, and breakthroughs in high-end segments. The industry is accelerating its shift from scale expansion to quality- and technology-driven growth: 1. “One Dominant, Multiple Strong” Structure Solidifies, Concentration Continues to Rise Hos

As of December 2025, the silicone market is undergoing a critical transition—from prolonged oversupply toward a tight balance, and in some periods even structural tightness. This shift is mainly driven by the following factors: I. Supply Side: Capacity Expansion Slows Sharply, Proactive Production Cuts Become the Norm

In December 2025, the silicone industry is undergoing dramatic changes. After more than a year of price declines and excess capacity, the core product Dimethyl Cyclosiloxane (DMC) has become the market focus—prices have surged by over 20% within just one month, with spot quotations approaching RMB 13,500 per ton. This price rally is no coincidence. According to multiple sources, in

The conference explicitly identified this mismatch as a key bottleneck constraining high-quality development, calling for systemic reforms to address it. Significantly, policymakers are now linking “expanding domestic demand” with a renewed push to combat so-called “involutionary competition”—a term widely used in China to describe destructive, low-efficiency rivalry characterized by overcapaci

Analysts note that this strong rally in platinum prices is not driven by short-term speculative sentiment but is instead underpinned by robust fundamentals. In recent years, the global platinum-palladium market has remained in a state of persistent supply shortages and low inventory levels. Meanwhile, platinum’s irreplaceable role in traditional automotive exhaust catalysts—combined with its ac

In October 2025, the Shandong Copolymer Silicone Technology Research Institute launched the second-generation GJ-100 phosphazene base catalyst, injecting new momentum into the green upgrading of the polysiloxane industry. This upgraded product retains the core advantages of the first generation—high catalytic efficiency, no metal residues, and no cyclic by-products—while optimizing preparation pro

Recently, Henkel has commercialized its ultra-high thermal conductive silicone-based liquid thermal interface material, Loctite TCF 14001, specifically designed for AI data center 800G–1.6T optical modules. The product uses a two-component silicone formula combined with unique filler technology, achieving a thermal conductivity of 14.5 W/m·K, leading the industry. While ensuring ultra-high heat tr