Since July 2026, the domestic silicone oil industry has implemented a unified strategy of supply contraction and price stabilization, and the price system of all products has moved up in an orderly manner. As a special silicone oil category, the ethyl silicone oil market has synchronously ended the previous disorderly bidding state, and the industry's supply and demand pattern has gradually moved towards a healthy balance.


Previously, due to the low season of terminal demand, the entire silicone oil industry was once trapped in a vicious cycle of "bidding for orders". The market for ethyl silicone oil also experienced price chaos of different quality products, and some low purity products flowed into high-end application scenarios, affecting the stability of downstream rubber demolding, cosmetic raw materials, pharmaceutical intermediates and other fields. With the strict implementation of emission reduction and production reduction measures in the industry, the market price of mainstream ethyl silicone oil products has gradually returned to a reasonable range. Currently, the reference price of low viscosity ethyl silicone oil is about 132.5 yuan/kg, while the price range of low-temperature resistant, cosmetic grade, and first grade pharmaceutical grade products remains stable at 150-161.5 yuan/kg based on performance differences. The positioning of products in different categories is clearer.


From the perspective of market supply, there are currently over 100 high-quality suppliers of ethyl silicone oil in China, with their main production capacity concentrated in organic silicon industry clusters such as Hubei, Anhui, and Shandong. Backbone enterprises such as Tai'an Heguang Fine Chemical, Hubei Kewood Chemical, and Anhui Aiyota Silicone Oil have achieved large-scale production of ethyl silicone oil with different viscosities and grades, covering a full range of application scenarios such as plasticizers, electrical insulation materials, thermal conductive media, and pharmaceutical intermediates.


Industry analysts have stated that with the continuous release of demand for high-end specialty silicone oil in downstream industries such as electronics, aviation, and daily chemical, the ethyl silicone oil market will gradually shift from "price competition" to "quality competition". The subsequent implementation of production cuts by enterprises and downstream inventory replenishment willingness will become the core factors driving the continued stabilization of the ethyl silicone oil sub market, and the entire industry is expected to usher in a new cycle of high-quality development.