I. Market Size Continues to Expand, High-End Transformation Accelerates
China's silicone resin industry is undergoing a strategic transformation from traditional sectors to high-end manufacturing. According to industry research reports, China's silicone resin production reached 1.5 million tons in 2024, with exports accounting for over 30%. The market is expected to expand at a compound annual growth rate of 10% from 2025 to 2030, exceeding 50 billion yuan in 2030. This growth is primarily driven by explosive demand from emerging industries such as new energy vehicles, 5G communications, and semiconductor packaging. For example, demand for high-temperature-resistant and flame-retardant silicone resins in new energy vehicle battery encapsulants and motor insulation materials has surged, reaching 28% of the market share in 2025, becoming the core engine of industry growth.

II. Technological Breakthroughs Reshape the Industry Landscape, with Greening Becoming the Main Theme
Technological innovation is the core driving force behind industry upgrading. Domestic companies have achieved breakthroughs in catalyst optimization and reaction process improvements, reducing energy and water consumption per unit of product by 20% and 35%, respectively, and achieving by-product utilization rates approaching international leading levels. The research and development of bio-based silicone resins has become a new focus. Bluestar Chemical, using biocatalytic technology, has developed a series of PDMS resins that offer performance comparable to traditional petroleum-based products, but with a 40% lower carbon footprint. Their market share is projected to reach 15% by 2030. Furthermore, tightening environmental protection policies are driving industrial upgrades, with low-VOC (volatile organic compound) and halogen-free products becoming mainstream. Companies are optimizing their production processes by incorporating AI algorithms, resulting in a 12% reduction in monomer synthesis energy consumption and an 18% increase in production efficiency.

III. Deeply Expanding Application Scenarios and Exploding Demand in Emerging Fields
The application boundaries of silicone resins continue to expand. In the electronics and electrical sector, demand for 5G base station heat dissipation materials and semiconductor encapsulants is growing at an annual rate exceeding 25%. In the healthcare sector, the market for biocompatible silicone catheters and implantable device coatings is expected to reach 3 billion yuan in 2025 and double to 6 billion yuan by 2030. In the new energy sector, demand for photovoltaic module encapsulants and lithium battery electrolyte additives is growing exponentially, reaching 26% of the market in 2025 and rising to 28% by 2030. In addition, the demand for high-temperature and radiation-resistant special silicone resins in extreme environment applications such as aerospace, national defense and military industries is also growing rapidly.