On October 29, 2025, Brussels/Shanghai - Today, the European Commission officially launched a "carbon footprint tracing" investigation on Chinese photovoltaic adhesive products, requiring companies to provide full chain carbon emission data from raw material extraction, production to transportation. This investigation involves 12 top companies including Hesheng Silicon Industry and Dongyue Group. If they fail to pass the certification, their products will be subject to a carbon tariff of up to 30%.


Industry shock: The surge in compliance costs is forcing transformation
According to the EU's Carbon Border Adjustment Mechanism (CBAM) regulations, organic silicon products must complete carbon footprint accounting and be included in the EU database before 2026. A consulting firm estimates that the compliance cost of a single enterprise will increase by 20-50 million yuan per year. The person in charge of the supply chain at Hesheng Silicon Industry revealed, "We have already laid out sugarcane based methanol projects in Brazil, using biomass energy to replace coal for power generation. It is expected that the carbon emissions per unit product can be reduced to below EU standards by 2026


Enterprise response: Green upgrading of the entire industry chain
Faced with pressure, domestic enterprises have launched the construction of "zero carbon factories" one after another. Dongyue Group invested 1.2 billion yuan to renovate fluidized bed reactors, reducing the energy consumption of individual units by 23% compared to the industry average; Huitian New Materials is piloting a "photovoltaic+energy storage" microgrid at its Yicheng base, achieving 100% green electricity coverage for production electricity. In addition, Zhongyan Puhua's "Carbon Footprint Certification Accelerator" has helped 17 companies pass T Ü V Rheinland certification, shortening the certification cycle to 3 months.


Global Game: Intense Competition for Technical Standards
It is worth noting that the EU's investigation is seen by the industry as an "upgrade of technological barriers". The "Molecular Design Blockade" patent recently submitted by Wacker Chemie in Germany attempts to restrict the export of Chinese products through siloxane structure patents. In response, the National Organic Silicon Engineering Technology Research Center has launched an "anti blockade" plan, forming a research alliance with 20 universities to focus on breaking through the application barriers of liquid silicone (LSR) in the medical field. Data shows that by 2025, the domestic market share of medical grade LSR has increased from 5% to 28%, and the dependence on imports has decreased to below 30%.


Future trend: Green definition industry discourse power
According to expert analysis, with the advancement of the "dual carbon" target, the organic silicon industry will enter a dual wheel drive era of "green technology+scenario definition". It is expected that by 2028, the global market size of bio based organosilicon will exceed 80 billion yuan, and enterprises with full industry chain carbon management capabilities will occupy more than 60% of the market share. Xie Zhifeng, Deputy Director of the Department of Industry and Information Technology of Jiangxi Province, said, "We will support Yongxiu in building a national level green material innovation center and promote China's leap from a major organic silicon country to a strong nation