1. Optimization of production capacity structure: from scale expansion to quality improvement
The current silicone industry is facing the pressure of periodic overcapacity, but there is still a gap in the supply of high-end products. In 2025, the domestic production capacity of silicone monomers is expected to reach 2.828 million tons, while high-performance products such as thermal conductive silicone grease and optical grade silicone rely on imports for more than 30%. Enterprises need to improve the efficiency of monomer synthesis through technological transformation, such as using new catalysts to increase the conversion rate of methyl chloride to more than 45%, and at the same time eliminate backward production capacity with energy consumption 20% higher than the industry average. Leading enterprises can reduce costs through the integrated layout of "industrial silicon-silicone monomer-terminal products". For example, Hesheng Silicon Industry relies on its own power plant to reduce the cash cost of industrial silicon to 11,000 yuan/ton, which is 15% lower than the industry average.

2. Precise positioning on the demand side: layout of emerging application tracks
Demand in the new energy field has shown explosive growth, with the annual compound growth rate of photovoltaic module encapsulation glue reaching 25%, and the demand for lithium battery electrolyte additives has increased three times compared with 2020. Enterprises should focus on breakthroughs in the research and development of functional materials. For example, the weather-resistant silicone sealant developed by Sibao Technology has been applied to BIPV building photovoltaic integration projects, and the added value of a single project has increased by 40%. The medical and health field has become a new blue ocean, and the market size of medical-grade silicone catheters has exceeded 5 billion yuan. Enterprises need to pass ISO13485 medical system certification to build technical barriers.

3. Deepening of global layout: building a dual circulation system
Facing trade barriers such as the EU REACH regulations, enterprises need to implement the "technology export + localized production" strategy. Dongyue Silicon Materials has established a silicone oil production base in India, which reduces tariff costs by 12 percentage points through localized procurement. At the same time, it is developing the Southeast Asian infrastructure market. The silicone sealant for rail transit developed by Huitian New Materials has been applied to the China-Laos Railway project, driving the export volume to grow by 65% year-on-year.

4. Green manufacturing transformation: seize the policy dividend window
The tightening of environmental protection regulations has forced the industry to upgrade, and the emission of "three wastes" per ton of siloxane needs to be controlled within 60% of the industry average. Enterprises should increase the research and development of by-product recycling technology, such as the comprehensive chloroform recovery project implemented by Xin'an Chemical, which reduced the wastewater discharge per unit product by 70%. Products that pass the carbon footprint certification can obtain EU carbon tariff exemptions, and it is expected that the premium space for green products will reach 8%-12% in 2025.