On December 31, 2025, China's silicone industry will experience a dual breakthrough in technological innovation and market expansion. With the rapid development of strategic emerging industries such as new energy, 5G communication, and medical health, organic silicon materials are gradually replacing traditional petroleum based materials with their excellent high and low temperature resistance, aging resistance, insulation, and biocompatibility, becoming a key force in promoting industrial upgrading.


Technological breakthrough: Patent achievements lead the wave of innovation
Recently, several companies have announced their patent achievements in the field of organosilicon. Guangzhou Tianci High tech Materials Co., Ltd. and Jiujiang Tianci High tech Materials Co., Ltd. jointly developed a patent for "a silicone elastomer and its preparation method", which significantly improves the material's transmittance through double ended vinyl silicone oil cross-linking technology, providing new solutions for daily chemical products and high-end optical fields. Zhejiang Xin'an Chemical Group Co., Ltd. has applied for a patent for "additive cured silicone composite", which achieves high temperature resistance and long-term reliability through optimized formulation, meeting the stringent environmental requirements of new energy vehicles, power equipment, and other industries.


Market dynamics: Emerging application scenarios continue to expand
In the aerospace field, Silicon Treasure Technology has achieved limited application of organic silicon materials and plans to deepen its layout in the future; Jitai Group has added the concepts of "eVTOL (Flying Vehicle)" and "Low altitude Economy", and its organic silicon sealing materials have gained market attention for their advantages in lightweight and weather resistance. In the field of healthcare, Professor Zhang Qinghua's team at Zhejiang University has developed organic silicon interface functional materials, which have been successfully applied in biomedical catheters, drug delivery systems, and other scenarios, promoting the industry's transformation towards high added value.


Industry Outlook: Parallel Supply Demand Balance and Green Transformation
According to Luo Liguo, Chairman of Hesheng Silicon Industry, the expansion cycle of the organic silicon industry is nearing its end in 2025, and the mismatch between market supply and demand is gradually easing. The demand for new energy, 5G and other fields will continue to grow. At the same time, the industry is accelerating its transformation towards green manufacturing. Hubei Longsheng Sihai New Materials Co., Ltd. and Hangzhou Normal University have jointly established the Organic Silicon Resin Joint Laboratory, which focuses on the research and development of environmentally friendly silicone resins, helping enterprises break through foreign technology monopolies and maintain a leading domestic market share.


Capital Dynamics: Reshaping the Valuation of Leading Enterprises
As of December 2025, several companies in the organic silicon sector have shown impressive market value performance. Tianci Materials leads with a total market value of 93 billion yuan, followed closely by Hesheng Silicon Industry and Xingfa Group. According to the third quarter report, Tianci Materials achieved a revenue of 10.843 billion yuan and a net profit of 417 million yuan. Although there is a gap with industry leaders, its layout in the entire electrolyte industry chain still has a competitive advantage.