High-end Applications Become Core Growth Drivers
Organosilicon materials, with their resistance to high and low temperatures, weather resistance, and electrical insulation, are experiencing explosive growth in high-end fields such as new energy, electronics, and medical. In the new energy vehicle sector, the amount of organosilicon used per vehicle has jumped from 2 kg in traditional fuel vehicles to 20 kg, mainly used for battery encapsulation, thermal management systems, and seals. By 2025, this sector's demand had reached 320,000 tons. In the photovoltaic industry, transparent organosilicon films, due to their significantly improved light transmittance, have become a key material for photovoltaic module encapsulation, driving the industry towards higher light transmittance and higher adhesion strength. In the medical field, population aging is driving an average annual growth of over 15% in demand for surgical instruments and cosmetic implants, making biocompatible silicone materials a research hotspot.

Industry Restructuring and Policy Dividend Release
In 2025, the industry launched an "anti-involution" campaign, reducing production by 30% through capacity coordination and establishing a price monitoring mechanism. This pushed DMC prices back up from a historical low of 10,200 yuan/ton to 13,700 yuan/ton, with the industry's average operating rate stabilizing at around 75%. Adjustments to export tax rebate policies forced companies to transform, increasing the export cost of primary polysiloxanes by 1,600 yuan/ton, prompting companies to accelerate the development of high-value-added products. Leading companies such as Hoshine Silicon Industry have industrialized high-end products such as amino silicone oil and organosilicon emulsions, achieving internationally leading product performance and filling gaps in the domestic market.

Technological Innovation and Deepening Supply Chain Collaboration
Breakthroughs in molecular design technology have driven product iteration. By introducing functional groups such as fluorine and amino groups, high-temperature resistant, low-ionic-pollution semiconductor encapsulants have been developed. Intelligent production process optimization has significantly improved efficiency. AI-driven molecular design platforms have shortened the new material development cycle by 40%, and digital twin technology has enabled precise control of reaction processes. The trend of integrated industrial chain layout has become a reality. Leading companies are extending upstream to industrial silicon to ensure that the self-sufficiency rate of raw materials exceeds 80%. At the same time, they are expanding their market share through mergers and acquisitions, and the industry's CR5 concentration has increased to 61%.