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-

With China’s 14th Five-Year renewable energy plan progressing, cumulative PV installations exceeded 500 GW in 2025. For outdoor service life beyond 25 years, the reliability of module frame sealants has become a major focus. The key to long-term performance lies in an often-overlooked ingredient—high-end silicone—which determines whether the sealant can withstand UV exposure, humidity, and ther

With single-card power of AI chips like NVIDIA GB300 and Huawei Ascend 910B surpassing 1.2 kW, traditional air cooling has reached its physical limits. Between 2025–2026, global data centers are rapidly shifting to immersion liquid cooling. As the direct-contact coolant, silicone oil is no longer a standard industrial product but a high-performan

The EU is once again tightening regulations on the silicone industry. According to the revised REACH regulation (EU) 2024/1328, effective May 2024, Octamethylcyclotetrasiloxane (D4) and Decamethylcyclopentasiloxane (D5) are completely banned in leave-on cosmetics, and industrial applications containing ≥0.1% (w/w) will face strict restrictions. More importantly, this regulatory trend is spreadi

Amid mounting pressure across the broader silicone industry, leading players are moving counter-cyclically. Hoshine Silicon disclosed in its 2024 annual report that it will invest RMB 1.2 billion to build new electronic-grade and medical-grade silicone oil production lines. Meanwhile, Dongyue Silicone stated on its investor interaction platform that within its 600,000-ton monomer capacity, the

With the rapid growth of electric vehicles (EVs) and large-scale energy storage systems, battery thermal management has become more critical than ever. High temperatures, dense current flow, and long-term cycling impose strict requirements on the safety and lifespan of battery packs. As a core component of thermal interface materials (TIMs), thermal silicone oil has emerged as an “invisible cha