I. Continued Market Expansion and Surge in Demand from Emerging Fields
The global organosilicon materials market is steadily growing, and is expected to exceed US$100 billion by 2026, with a compound annual growth rate of over 4.5%. China, as the world's largest producer and consumer of organosilicon, accounts for over 30% of the market, and its growth rate is significantly higher than the global average. This growth is mainly attributed to the rapid development of emerging fields such as new energy, 5G communication, and smart wearable devices, providing a vast application space for organosilicon materials. For example, in the new energy vehicle sector, organosilicon materials are widely used in key areas such as battery encapsulation and motor insulation due to their excellent insulation, heat resistance, and chemical corrosion resistance.

II. Optimized Industry Structure and Prominent Leading Enterprise Effect
The concentration of the organosilicon industry is continuously increasing, with a "one-superpower-many-strong" pattern gradually forming, led by Hoshine Silicon Industry. These companies have effectively reduced production costs and enhanced market competitiveness through large-scale production and a full-industry chain layout. At the same time, the implementation of national "anti-involution" policies and the "dual-carbon" strategy has accelerated the elimination of outdated production capacity and promoted the industry's transformation towards green, low-carbon, and high-end directions. Against this backdrop, companies with advantages in technology, cost, and scale will further consolidate their market position, while small and medium-sized enterprises will face greater survival pressure.

III. Accelerated Technological Innovation and Breakthroughs in High-End Products
In recent years, domestic organosilicon companies have made significant progress in the research and development of high-end products, with some products already achieving import substitution. For example, the localization rate of high-purity silicone oil, liquid silicone rubber, and high-temperature resistant silicone resin has increased significantly, meeting the needs of the domestic high-end market. Furthermore, breakthroughs have been achieved in the research and development of functional organosilicon materials, such as thermal management materials for electronic packaging and biodegradable materials for biomedicine, opening up new growth points for the industry.