Recently, the National Development and Reform Commission released the "Guiding Catalogue for Industrial Structure Adjustment (2024 Edition)", which includes organic silicon new materials as an encouraged industry. This policy undoubtedly injects a shot in the arm into the silicone industry, and industry insiders generally believe that it will accelerate the transformation and upgrading of the silicone industry, promoting its development towards high-end and green direction.
In recent years, with the rapid development of emerging industries such as new energy, electronic information, and healthcare, the demand for organic silicon materials has continued to grow. However, China's organic silicon industry has long faced problems such as overcapacity, severe product homogenization, and dependence on imported high-end products. This policy will include organic silicon new materials as an encouraged industry, guiding enterprises to increase research and development investment, break through key core technologies, develop high-performance and high value-added organic silicon products, and enhance the overall competitiveness of the industry.

The favorable policies have also attracted the attention of the capital market. Recently, the stock prices of several listed organic silicon companies have risen, reflecting the market's optimism about the future development prospects of the industry. Industry insiders predict that in the next few years, China's silicone industry will usher in a new round of investment boom, and upstream and downstream enterprises in the industry chain will strengthen cooperation to jointly promote high-quality development of the industry.
In addition to policy support, technological progress is also an important driving force for the development of the silicone industry. In recent years, China has made significant progress in the synthesis of organic silicon monomers and the development of downstream products, and some technologies have reached the international advanced level. For example, domestic enterprises have successfully developed high thermal conductivity silicone materials for 5G communication, breaking foreign monopolies and filling domestic gaps.
Looking ahead to the future, with the continuous release of policy dividends, continuous breakthroughs in technological innovation, and sustained growth in market demand, China's organic silicon industry will usher in a broader development space. Industry enterprises should seize opportunities, increase research and development investment, improve product quality, expand application areas, and contribute to the realization of the dream of building a strong organic silicon country.