On October 20, 2025, Shandong - Driven by the dual goals of "dual carbon" and global energy transformation, China's organic silicon industry has achieved a milestone breakthrough. In July 2025, the world's first 10000 ton bio based silicone rubber production line was officially put into operation in Shandong, marking the complete elimination of dependence on petroleum raw materials for organic silicon materials and opening a new chapter in green and low-carbon development.


Technological breakthrough: The cost of producing silane from rice husks approaches that of petroleum based technology
This production line adopts the rice husk to high activity silane technology developed by the Chinese Academy of Sciences, which replaces traditional petroleum based methanol through biomass resource conversion and achieves "zero carbonization" at the raw material end. According to the "High end Organosilicon Domestic Replacement Roadmap" released by China National Chemical Corporation (CNPC), the production cost of bio based silane has approached that of petroleum based routes, and the carbon emissions per unit product have been reduced by more than 60%. The Brazilian sugarcane based methanol project jointly laid out by Hesheng Silicon Industry and chemical giants is advancing synchronously, further breaking the curse of "methanol metal silicon" price linkage and providing stable raw material guarantee for the industry.


Industry impact: Demand for photovoltaic adhesive and medical silicone gel explodes
The breakthrough of bio based materials directly promotes the expansion of downstream application scenarios. In the field of new energy, the production capacity of photovoltaic packaging adhesive will increase by 300% within two years. Leading enterprises will build a vertical industrial chain of "siloxane rubber products" by relying on their own metal silicon smelting plants, forming a technological barrier. In the medical field, the penetration rate of liquid silicone rubber (LSR) has broken through the construction field, and the application of medical grade LSR such as insulin pumps has increased by 500%. Zhongyan Puhua predicts that the barriers to medical device certification will collapse within five years, accelerating the process of domestic substitution.


Policy Assistance: Circular Economy Legislation Promotes' Urban Mines'
The Ministry of Industry and Information Technology's "Action Plan for High Quality Development of New Materials Industry in the 15th Five Year Plan" clearly states that the mandatory recovery rate of silicone adhesive for building demolition needs to reach 60% by 2028, promoting the new business model of "urban mining". The pilot "trade in" recycling system in Guangzhou has achieved 95% performance of recycled silicone rubber compared to raw materials, providing a circular economy model for the industry.


Industry outlook: from "cost internalization" to "scenario definition power"
With the technology iteration cycle shortened to 18 months, the competitive focus of organic silicon enterprises has shifted towards scenario definition capabilities. Degradable silicone rubber vascular stents have entered the clinical stage, giving rise to a billion dollar market for implant materials; The commercialization of shape memory silicone rubber artificial muscles is accelerating, and the demand for functional materials in the robotics industry is igniting innovation. Zhongyan Puhua's "Organic Silicon+AI" Innovation Laboratory has incubated 17 patents, helping enterprises seize the new frontier of intelligent materials.