At present, the global silicone production capacity is continuously transferred to China. Chinese enterprises are leading in the production capacity of large categories of products, while foreign enterprises mainly distribute high-end silicone deep-processing products. By the end of 2020, the total production capacity of silicone DMC (important silicone monomer) in China is about 1.69 million tons.


The main raw material in the upstream of organosilicon is metallic silicon, and the downstream end consumption includes construction, electronic and electrical appliances, textile industry, processing and manufacturing industry, transportation, medical and health supplies, etc.


It is expected that in the next five years, the downstream market of silicone will usher in a major outbreak in many fields. By 2025, the relevant market will rise from the current 50 billion to 94.5 billion, and the industry competition will gradually shift from the competition of upstream production scale to the competition of downstream product power.


The silicone industry is mainly divided into four links: silicone raw materials, silicone monomers, silicone intermediates and silicone deep processing. The production of silicone monomers and intermediates is the core of the silicone industry chain.


Lao Yu predicts that in the future, there will be a number of leading silicone subdivision enterprises in China. It is suggested to lay out integrated enterprises with a full set of industrial chain and downstream subdivision leaders with high-end product R & D and production capacity.


Five chemical leaders whose market value is expected to increase 10 times in the future


Hesheng silicon industry: the largest silicone monomer manufacturer in China, has been deeply engaged in silicon-based materials for 15 years, mainly engaged in the R & D, production and sales of industrial silicon and silicone.


In 2020, the company's organic silicon output was 486000 tons (+ 35.6%), and in the first quarter of 21, the organic silicon output was 136000 tons (+ 22.94%).


The upstream of the company has greatly reduced the production cost by building its own power plant and motor plant; Silicone products such as silicone rubber and silicone resin are distributed downstream, and the gross profit margin is significantly higher than that of competitors.


Xin'an Co., Ltd.: a leading organic silicon industrial chain integration enterprise in China. The company accelerates the upstream and downstream extension of the industrial chain. Yanjin mining industry in the upstream of industrial silicon is expected to mine stably in the second quarter.


The company accelerated the upstream and downstream extension of the industrial chain. The upstream Zhenjiang Jiangnan added 150000 tons of silicone monomer production capacity, which reached the production capacity in November, and the overall scale of silicone monomer increased from 340000 tons to 490000 tons.


The downstream Evonik 9000 ton gas silicon project is expected to be put into trial production in the second quarter, and the Kaihua special silicone project will be started in the first quarter.


Dongyue silicone material Co., Ltd.: as one of the largest enterprises in the domestic silicone industry, the company specializes in the R & D, production and sales of silicone materials. Its main products include silicone rubber, silicone oil, fumed silica and other downstream deep processing of silicone and silicone intermediates.


The company has built and operated two sets of silicone monomer production units, with an annual production capacity of 300000 tons of silicone monomer (equivalent to about 141000 tons of polysiloxane).


This year, the company will focus on the promotion of listed raised investment projects. The 300000 t / a silicone monomer and 200000 t / a silicone downstream deep-processing product projects are expected to be completed and tested after the National Day this year. At that time, the company's silicone production capacity will double.


Xingfa group: a leading enterprise in the domestic phosphorus chemical industry. Silicone new material industry is one of the key industries developed by the company in the 14th five year plan, and it is also a strategic emerging industry encouraged by the national and local governments.


The company has invested in the organic silicon new material integrated recycling project in Wuda Industrial Park, Wuhai Economic Development Zone, Inner Mongolia, mainly including 400000 T / a organic silicon monomer and Supporting 50000 T / a glyphosate and 300000 t / a caustic soda production units.


At present, the company has a capacity of 360000 T / a of silicone monomer. Through self construction, M & A and investment attraction, the company has formed the scale of downstream supporting products of silicone such as 70000 T / a 110 glue, 80000 T / a 107 glue, 10000 t / a sealant, 10000 t / a mixed glue, 10000 t / a special silicone oil and 8000 T / a white carbon black.