The latest research report from Guojin Securities shows that in the context of strong demand support in the silicone industry, new production capacity can be well digested in the long run. According to statistics, as of early 2025, the production capacity of China's organic silicon industry has reached 3.276 million tons, and it is expected that the annual output will reach 2.75 million tons. Despite the rapid expansion of production capacity, the growth of internal and external demand has enabled the industry to maintain a tight balance.

Industry insiders point out that the silicone industry is in a stage of recovery, and the increase in factory prices by companies reflects a reversal in market supply and demand. In the future, with the advancement of market integration and the acceleration of industry technological innovation, the silicone industry is expected to gradually overcome its difficulties.
Meanwhile, the development of emerging fields has brought new growth points to the organic silicon industry. The rapid development of emerging industries such as photovoltaics, new energy, and smart wearable materials has driven the expansion of downstream production capacity of organic silicon products. It is expected that these emerging fields will become important growth points for the silicone industry in the coming years.