On October 22, 2025, the world's first 10000 ton bio based silicone rubber production line was officially put into operation in a chemical industrial park in Shandong. This production line uses biomass such as rice husk and sugarcane bagasse as raw materials, and through the highly active silane technology developed by the Chinese Academy of Sciences, it completely eliminates its dependence on petroleum based raw materials, marking the entry of the organic silicon industry into a dual track competition era of "green reconstruction and technological fission".


Technological breakthrough: cost approaching petroleum based route
According to the "High end Organic Silicon Domestic Replacement Roadmap" released by Zhongyan Puhua, this bio based technology uses rice husks to produce highly active silane, reducing raw material costs to 95% of traditional petroleum based routes and reducing carbon emissions by 40% during the production process. The project leader stated, "After the production line operates at full capacity, it can digest 200000 tons of agricultural waste annually, which is equivalent to reducing 300000 tons of carbon dioxide emissions


Policy pressure: EU carbon footprint survey drives transformation
In July 2025, the European Union launched a "carbon footprint tracing" investigation on Chinese photovoltaic adhesive products, requiring transparency of carbon emission data throughout the entire lifecycle of exported products. This measure directly impacts the domestic photovoltaic adhesive industry chain. Leading companies such as Hesheng Silicon Industry quickly adjusted their strategies and teamed up with chemical giants to layout sugarcane based methanol projects in Brazil, breaking the curse of "methanol metal silicon" price linkage. The Ministry of Industry and Information Technology's "Action Plan for High Quality Development of New Materials Industry in the 15th Five Year Plan" also clearly requires that the unit energy consumption of newly built single units should be 20% lower than the industry average, and promote the replacement of traditional fixed beds with fluidized bed reactors.


Market response: Capital accelerates its layout on the green track
The secondary market has responded enthusiastically to biobased materials. On October 16th, Xin'an Group was selected as one of the "500 Private Enterprises with R&D Investment" by the All China Federation of Industry and Commerce for its "Biobased Silicone Oil Pilot Project", with a daily increase of 3.2% in stock price. Traditional petroleum based enterprises, on the other hand, are facing pressure. Sanyou Chemical stated on its investor interaction platform, "The combination of US tariff policies and EU carbon tariffs has compressed the profit margin of the company's export business to below 8%


Expert opinion: Green transformation has become a lifeline
Zhou Chuanjian, Dean of the School of Materials Science and Engineering at Shandong University, pointed out that "bio based materials are not only a requirement for environmental protection, but also an inevitable result of technological iteration. Our AI model has achieved fully automatic generation of composition design preparation synthesis schemes, shortening the research and development cycle from 18 months to 6 months. ”Xiao Jinsong, director of the CCID Research Institute of the Ministry of Industry and Information Technology, emphasized that "by 2028, the mandatory recovery rate of silicone rubber for building demolition needs to reach 60%, which will give rise to a new business model of 'urban mining', and the performance of recycled silicone rubber has reached 95% of raw materials