Liquid cooled+aerospace dual wheel drive, ethyl silicone oil enters a high growth new track
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When liquid cooling technology becomes a "must-have" for data center heat dissipation, and when aerospace electronic equipment puts forward extreme environmental requirements for thermal conductive materials, a seemingly traditional silicone material - ethyl silicone oil - is quietly rising to the forefront.
In May of this year, listed company New Yaqiang (603155. SH) clearly stated on the investor interaction platform that its products such as phenyl silicone oil and vinyl silicone oil can be applied in the field of liquid cooled silicone oil, and revealed that the company is closely tracking the development of liquid cooling technology, and related research and development has made positive progress. This statement directly links ethyl silicone oil to the hottest liquid cooling heat dissipation track at present.
On January 31, 2026, Shenzhen Debon Interface Materials applied for a patent for thermal conductive silicone grease for aerospace electronic equipment. The patented formula explicitly uses 3-8 parts of ethyl silicone oil with a viscosity of 50-1000 mPa · s, combined with phenyl silicone oil, modified silicone oil, and nanoscale zinc oxide, specifically designed to meet the heat dissipation needs of aerospace electronic equipment in extreme space environments. This means that ethyl silicone oil has risen from its traditional role as a lubricant for demolding to a core component of high-end thermal conductive materials.
From the perspective of performance logic, the ultra-low temperature resistance characteristics of ethyl silicone oil (solidification point below -70 ℃) are highly compatible with the wide temperature range operation requirements of liquid cooling systems; Its ability to mix freely with mineral oil provides great flexibility in formulation. Enterprises such as Xinyuan Chemical (Shandong) have been deeply involved in the field of ultra-low temperature resistant ethyl silicone oil and fluorine-containing silicone oil for many years, and have obtained 20 national invention patents. The technological barriers are building high.
The organic silicon industry has entered a stage of deep application. Under the pressure of homogeneous competition, whoever can take the lead in emerging scenarios such as liquid cooling and aerospace will be able to reap the next wave of dividends. Ethyl silicone oil, a once low-key variety, is ushering in its shining moment.