Jiangsu, China, July 22, 2025- In the first week of the implementation of the EU's Clean Energy Product Carbon Footprint Management Regulation, Chinese photovoltaic adhesive companies faced the strictest green trade barriers in history. According to the new regulations, photovoltaic modules exported to the European Union must provide a full lifecycle carbon footprint certificate from silicon mining to terminal installation. Violators will face product seizure and high fines.

Enterprises urgently respond to green challenges
As the world's largest photovoltaic adhesive production base, Jiangsu Silbang Petrochemical has launched a carbon management upgrade project as soon as possible. The carbon footprint tracking system invested 120 million yuan by the enterprise can collect real-time energy consumption data from 1200 production nodes and ensure data immutability through blockchain technology. The company's general manager Zhang Wei said, "We have obtained the world's first photovoltaic adhesive carbon footprint certificate issued by SGS. Although the document cost has increased by 8%, the order volume has actually increased by 25%. ”

Technological innovation reduces emission intensity
To meet EU standards, the industry has launched a green technology revolution. The low-temperature curing technology developed by Huitian New Materials has reduced the production temperature of photovoltaic adhesive from 150 ℃ to 80 ℃, resulting in a reduction of 1.2 tons of carbon emissions per ton of product; Dongyue Group adopts the chloromethane method to replace the traditional silicon metal smelting process, reducing energy consumption by 34%. Data shows that in the first half of 2025, the average carbon emission intensity of China's photovoltaic adhesive industry decreased by 19% compared to 2024, reaching the EU's 2028 entry threshold three years ahead of schedule.

The undercurrent of standard game surges
Faced with the unilateral rules formulated by the European Union, the China Organic Silicon Industry Association is collaborating with Deloitte to establish an "Eastern Carbon Footprint" evaluation system. This system will be included in China's Certified Emission Reduction (CCER) trading mechanism, allowing companies to offset emissions through purchasing green electricity, afforestation, and other means. Chen Lin, Deputy Secretary General of the Association, pointed out that "we not only need to adapt to international rules, but also establish a standard discourse power that is in line with the actual situation of China's industry

Accelerating the restructuring of the global industrial chain
Under the pressure of new regulations, Chinese photovoltaic companies are accelerating their overseas layout. The silicone rubber production base built by Longi Green Energy in Vietnam uses local hydropower as energy, reducing the carbon footprint of its products by 40% compared to China; Tongwei Corporation has partnered with Australian lithium mining companies to develop zero carbon silicon material production technology. According to Ma Jiantang, a researcher at the Research Institute of the Ministry of Commerce, "Green barriers are reshaping the global value chain, and companies with low-carbon technology reserves will win the initiative in competition in the next decade


Market data: From January to August 2025, China's photovoltaic adhesive exports increased by 22% year-on-year, but the number of export enterprises sharply decreased from 127 to 68, indicating a significant increase in industry concentration.