Currently, China's energy storage industry is experiencing unprecedented high-speed growth. According to reports, the demand for energy storage batteries in China is very strong, and top battery companies' factories are all in full production, with some orders scheduled until early next year. In this context, in order to achieve the grand policy goal of over 180 million kilowatts of new energy storage installed capacity in China by 2027, the industrial chain is operating at full capacity. This process not only drove 250 billion yuan in new investment, but also put forward extreme requirements for the safety, reliability, and service life of battery products. According to authoritative analysis in the industry, organic silicon materials have become a key player in improving the comprehensive performance of lithium-ion batteries, especially large-scale energy storage battery packs, due to their irreplaceable resistance to high and low temperatures, excellent electrical insulation, intrinsic flame retardancy, and outstanding adhesion and sealing properties. The following is a panoramic view of the deep application of organic silicon products in the battery industry:
1、 Thermal Management and Structural Safety: The "Guardian" of Energy Storage Systems: Thermal management is the core challenge of energy storage battery systems due to their large scale and dense battery cells. Organic silicon materials play a multidimensional and critical role in this field. 1) High thermal conductivity silicone gel: the "ultimate filler" of the electric core and cooling interface; 2) Thermal conductive structural adhesive: Build a sturdy and efficient "skeleton" for heat dissipation; 3) Thermal conductive sealing adhesive: the "all-round protective armor" of battery modules.
2、 Insulation and circuit protection: The "invisible barrier" between BMS and electrical safety: The stability of the battery management system (BMS) directly determines the intelligence and safety level of the battery pack. 1) Organic silicon coating adhesive: "protective clothing" for PCB; 2) Organic silicon gel: "gentle embrace" of sensitive components.
3、 Fire safety and long-term sealing: the lifeline of system level safety: For centralized, high-energy density energy storage systems, fire safety and sealing are the last and most important lines of defense. 1) Foamed silicone foam: a "physical firewall" for thermal runaway; 2) Organic silicone sealant: the "long-lasting sealing compartment" of battery packs.
Summary: In the wave of rapid development in the energy storage industry, the performance and safety of batteries have been elevated to a strategic level. Organic silicon materials have been upgraded from "optional" auxiliary materials to "indispensable" key components in large-scale, long-life, and high safety energy storage battery systems. From molecular level interface thermal conductivity to system level fire sealing, organic silicon solutions are providing comprehensive support for China's and even the world's energy storage dreams, providing a solid and reliable material foundation for achieving investment and installation goals worth billions.
Suddenly! A major silicone adhesive supplier has encountered an accident! On September 28th, according to official media, the Tianyancha APP showed that recently, Dalian Wanda Group Co., Ltd. (hereinafter referred to as Dalian Wanda Group) and its legal representative, a traditional consumer of silicone adhesive, have been restricted from high consumption. During the week, Hongda New Materials, a major listed high-temperature silicone rubber and liquid rubber company in East China, announced personnel changes, with the chairman and general manager undergoing a "identity exchange".
Recently, the "anti involution" campaign in the silicone industry has not shown significant results. As market competition enters a white hot stage, some companies are willing to make significant concessions on the transaction prices of core large-scale pre-sale contracts in order to compete for orders and consolidate customer resources in the short term. Industry data shows that during the traditional "Golden September" peak season this year, the average price of various organic silicon products has decreased by about 15% compared to the same period in 2024, and has dropped significantly by 75% compared to the same period in 2021, reflecting that the current price system has clearly deviated from historical lows.
Against the backdrop of sustained capacity release and lower than expected recovery of downstream demand, the competitive landscape of the industry has further deteriorated. Some companies have adopted a "price for volume" strategy to maintain cash flow and market share, resulting in sustained pressure on product prices. According to sources, relevant departments are currently intensifying the collection of market data, calculating reasonable cost ranges for various products, and providing a basis for the subsequent "standardization of market price order". The focus is on defining the behavior of "engaging in vicious competition below cost price" to curb the spread of disorderly competition and promote the industry to gradually return to a rational development track. Faced with the dilemma of ineffective anti internal competition and deep decline in industry prices, the core idea of organic silicon enterprises should be "short-term survival, long-term change". Hold the bottom line of survival in the short term through extreme cost reduction and operational optimization; In the medium to long term, we must steadfastly move towards high-end, branded, differentiated, and service-oriented industries, fundamentally break out of the vicious cycle of homogeneous competition, and occupy a favorable position in the new round of industry reshuffle.