On November 10, 2025, Wanhua Chemical announced that its organic silicon intermediate project has been successfully put into operation, with the first batch of products being WANICONE ® The series of organic silicon intermediates have passed international authoritative certification and achieved industry-leading performance indicators. This project marks a crucial step in Wanhua Chemical's vertical integration strategy in the field of organosilicon, and the products will be widely used in high-end scenarios such as nursing, automotive, medical, and electronic appliances.


Technological breakthroughs and market layout
The organic silicon intermediate produced by Wanhua Chemical this time adopts a self-developed fluidized bed reactor process, which reduces unit energy consumption by 20% compared to traditional fixed beds. At the same time, the product purity is increased to 99.98% through molecular design technology. According to the company's disclosure, the project has an annual production capacity of 50000 tons, which can meet 30% of the domestic demand for high-end organic silicon intermediates. At present, its medical grade products have passed FDA certification, and electronic grade silicone oil has entered TSMC's supply chain verification stage. It is expected to achieve mass supply by 2026.


Industry impact and competitive landscape
Industry insiders point out that the entry of Wanhua Chemical will break the monopoly of foreign companies on high-end organic silicon intermediates. According to the "Roadmap for Domestic Replacement of High end Organosilicon Products" by China Research and Development Corporation Puhua, the current domestic dependence on imported electronic grade silicone oil still exceeds 60%, while Wanhua Chemical, with its cost advantage (15% -20% lower than imported products) and technological iteration capability, is expected to reduce its import dependence to below 30% within three years. In addition, its integrated model of "silicone rubber products" has attracted cooperation from multiple downstream enterprises, and companies such as CRRC Group and CATL have signed long-term supply agreements.


Policy and Capital Trends
The Ministry of Industry and Information Technology's "15th Five Year Plan for High Quality Development of New Materials Industry" clearly lists organosilicon as a strategic emerging industry and proposes to build 3-5 world-class organosilicon industry clusters by 2028. The capital market has responded positively to this, with Wanhua Chemical's stock price rising by 8.7% in three days after the project launch announcement, and its market value exceeding 280 billion yuan.