Zhejiang, China, August 25, 2025- With the energy density of new energy vehicles breaking through 300Wh/kg, thermal management of power batteries has become a pain point in the industry. Organic silicon materials are upgrading from traditional seals to core thermal control components due to their excellent thermal conductivity and insulation properties. According to statistics, in the first half of 2025, China's new energy vehicle enterprises' silicone rubber procurement increased by 120% year on year, of which thermal conductive gel accounted for 45%.

Technological iteration meets extreme demands
The silicon-based thermal pad used in BYD blade batteries has an increased thermal conductivity from 2W/m · K to 8W/m · K, and can maintain stable performance in environments ranging from -40 ℃ to 180 ℃; The phase change silicone material developed by CATL absorbs heat through solid-liquid phase change, reducing the temperature fluctuation range of battery packs by 60%. A more cutting-edge exploration lies in liquid metal silicone gel. The gallium indium tin silicone alloy developed by the Ningbo Institute of Materials Science and Technology, Chinese Academy of Sciences, has a thermal conductivity of up to 35W/m · K and has entered the testing stage of Tesla 4680 battery supply chain.

Lightweight design drives new markets
To offset the increase in battery weight, car companies have put forward strict requirements for material weight reduction. The microporous silicone rubber foam material developed by Wanhua Chemical has a density of only 0.3g/cm ³, but can withstand high temperatures of 200 ℃, and has been successfully applied to the insulation layer of NIO ET9 battery packs. At the same time, Huitian New Materials' silicone carbon fiber composite material has become a core supplier for Xiaomi automobiles, reducing the weight of wire harnesses by 40% while maintaining strength.

The application of photovoltaics continues to expand
In the photovoltaic module sector, organic silicon materials are breaking through the traditional boundary of frame sealing. The silicon-based transparent backplate developed by Longi Green Energy has a light transmittance of 93%, which is 8% higher than traditional glass backplates and can increase the power gain of components by 3%; The self-cleaning silicone rubber coating launched by Dongfang Risheng reduces dust adhesion through a surface superhydrophobic structure, and its application in the Northwest Desert Power Station has increased power generation by 6%.

Accelerating the improvement of the standard system
The development of industry standards for emerging application scenarios is significantly lagging behind. To this end, the China Electrical Appliances Industry Association, in collaboration with companies such as Huawei and Sunac, is drafting the "Technical Specification for Silicone Rubber Materials for New Energy Vehicles", which sets strict regulations on volatile organic compound (VOC) emissions, flame retardant levels, and other indicators. Zhang Xiang, Director of the National New Energy Vehicle Technology Innovation Center, said, "The lack of standards has led to low price competition in the industry, and the implementation of the new regulations is expected to eliminate 30% of outdated production capacity

Industry chain data: From January to July 2025, the consumption of organic silicon in China's new energy sector reached 180000 tons, a year-on-year increase of 95%, and the proportion of the industry's total consumption increased from 12% to 22%.