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August 2026 brings another major breakthrough in China’s organosilicon materials sector: the country’s first full-process 10,000-ton intelligent vinyl silicone oil production base has officially passed the national-level scientific and technological achievement appraisal. The appraisal committee composed of authoritative industry experts unanimously recognized that this production line has realized full-process digital management and control from raw material pretreatment, polymerization reaction, multi-stage devolatilization to finished product packaging. The full series of vinyl silicone oil products it produces have reached the international leading level in core dimensions such as functional group accuracy, low volatile matter control and batch stability. More than ten high-end grades specially developed for new energy power batteries, photovoltaic module encapsulation and special silicone rubber have performance indicators comprehensively surpassing similar international products, completely solving the long-standing stability problem of high-end organosilicon raw material supply that restricts China’s new energy industrial chain. This achievement marks that China’s vinyl silicone oil industry has officially entered a brand-new development cycle of "large-scale high-end substitution" from the "technological breakthrough" stage, providing critical Chinese material support for the supply chain security and cost optimization of the global new energy industry.
In recent years, the global new energy industry has entered an unprecedented high-speed growth channel. According to the latest industry report released by the International Energy Agency in 2026, global new energy vehicle sales exceeded 28 million units in 2025, newly installed photovoltaic capacity reached 720GW, and the global energy storage installed scale increased by 47% year-on-year. The explosive expansion of the industry has directly driven the demand transition for upstream high-end organosilicon materials. As the core base raw material for addition-cure silicone rubber, electronic potting adhesive and photovoltaic encapsulation film additives, the market demand for vinyl silicone oil has also shown explosive growth. In 2025, the market gap of global high-end vinyl silicone oil exceeded 120,000 tons for the first time, and the contradiction between supply and demand continues to intensify.
Different from the conventional performance requirements for vinyl silicone oil in traditional industrial scenarios, the new energy industry has put forward extremely strict new standards for material quality. In the field of power batteries, with the continuous improvement of power battery energy density and the full popularization of 800V high-voltage fast charging technology, the insulation, thermal conduction and sealing materials inside the battery pack must maintain stable performance under extreme working conditions of long-term high temperature, high voltage and cyclic vibration. This requires the residual amount of small molecular cyclics in vinyl silicone oil to be controlled at an extremely low level, so as to avoid potential safety hazards such as insulation resistance decline and poor contact caused by volatilization and precipitation during long-term use. In the photovoltaic module field, the mass production proportion of new-generation high-efficiency cells such as N-type TOPCon and HJT is rising rapidly. The organosilicon sealant used in the module encapsulation link needs to have better UV aging resistance and yellowing resistance, which requires the molecular chain structure of vinyl silicone oil to be highly regular and the content of impurity ions to be reduced to the ppb level, so as to ensure the service life of photovoltaic modules of more than 25 years. In the energy storage field, the large-scale construction of large-scale electrochemical energy storage stations puts forward higher requirements for the flame retardancy and weather resistance of potting materials, and customized high-vinyl-content silicone oil has become the core base raw material for preparing high cross-linking density and high flame-retardant grade silicone rubber.
For a long time in the past, the global supply of high-end vinyl silicone oil was highly concentrated in a small number of overseas enterprises, and the expansion speed of production capacity was far behind the explosive demand growth of the new energy industry. This directly led to three consecutive price increases of high-end vinyl silicone oil in the international market from 2024 to 2025, and the delivery cycle of some special specification products was extended from 3 months to 8 months. The global new energy industrial chain is facing potential risks of insufficient supply of high-end organosilicon raw materials. However, the previous small and medium-scale vinyl silicone oil production lines in China were limited by production capacity scale and process stability, and could not continuously, stably and mass supply the high-end customized grades required by the new energy industry. Domestic new energy manufacturing enterprises have long been in a passive situation of "snatching raw materials to ensure delivery", and the cost of the industrial chain remains high.
The 10,000-ton intelligent vinyl silicone oil production line that passed the national appraisal this time is the concentrated implementation result of more than ten years of technological accumulation in China’s organosilicon industry. The entire production line has carried out full-process directional technological optimization around the special needs of the new energy industry, breaking a series of core large-scale stable production technologies that were previously monopolized by overseas parties.
In the raw material pretreatment section, the production line adopts the continuous multi-stage deep purification process for the first time, and carries out continuous rectification and adsorption impurity removal treatment on basic raw materials such as methylcyclosiloxane mixture and vinylcyclosiloxane, reducing the content of metal impurity ions in raw materials to below 50ppb, which fundamentally avoids the negative impact of impurity ions on subsequent polymerization reactions and the dielectric properties of end products. In the polymerization reaction section, the independently developed large-scale full-volume loop reactor replaces the traditional batch reactor. Through the precise external circulation temperature control system, the temperature difference inside the reaction system is controlled within ±0.5℃, which completely solves the long-standing industry problems such as molecular chain branching and vinyl self-polymerization caused by local overheating in the large-scale polymerization process. The molecular weight distribution index of the product is stably controlled below 1.15, far better than the international general standard threshold of 1.5. In the devolatilization refining section, the production line adopts a five-stage gradient coupled devolatilization system, which removes small molecular cyclic siloxanes with different boiling points step by step under working conditions of different vacuum degrees and temperatures. Without destroying the active vinyl functional groups, the total volatile content of the product is stably controlled below 0.08%, and the average residual amount of three regulated cyclics D4, D5 and D6 is less than 150ppm, far lower than the 0.1% limit specified by the EU REACH Regulation.
The entire production line is equipped with a full-process digital twin management and control system. More than 1,200 real-time sensors collect parameters such as temperature, pressure, flow rate and component in the production process at the millisecond level, and dynamically predict and automatically optimize production conditions through artificial intelligence algorithms, realizing unattended closed-loop operation of the production process. Relying on this intelligent management and control system, the unit product energy consumption of the production line is reduced by 42% compared with the traditional batch production process, the production efficiency is increased by 2.3 times, and the performance deviation between product batches is controlled within 0.3%, far lower than the industry average deviation of 2%, truly achieving ultra-stable quality output under the 10,000-ton scale. At the same time, the production line is equipped with the industry’s leading full-dimensional product testing laboratory, which can complete more than 100 items of testing including accurate analysis of cyclic components, dielectric performance testing and thermal aging performance evaluation. All products undergo full-index verification before leaving the factory to ensure that each batch of products fully meets the strict application standards of the new energy industry.
With the full commissioning of the 10,000-ton intelligent production line, a series of high-end vinyl silicone oil grades specially customized for new energy scenarios have been rapidly applied on a large scale, which is reconstructing the cost curve of the downstream industrial chain from multiple dimensions such as power batteries, photovoltaic encapsulation and energy storage systems, providing core material support for the cost reduction and efficiency improvement of the global new energy industry.
In the field of new energy power batteries, the low-ion vinyl silicone oil specially developed for high-voltage fast-charging battery packs, with extremely low impurity ion content and volatile matter, has been mass applied in the production of battery packs of many 800V high-voltage platform models. After long-term operation in the wide temperature range of -40℃ to 180℃, no small molecule precipitation occurs, the insulation reliability of the battery pack is increased by more than 30%, and the material cost is reduced by 35% compared with the previous use of imported products, directly helping vehicle enterprises reduce the overall manufacturing cost of the power battery system. In the field of photovoltaic module encapsulation, the customized low-yellowing vinyl silicone oil grade reduces unstable end groups in the molecular chain through molecular structure design. The organosilicon sealant prepared from it has a yellowing index of less than 1 after 2000 hours of UV aging test, fully meeting the 25-year outdoor service life requirements of N-type high-efficiency photovoltaic modules. It has now entered the core supply chain of mainstream domestic photovoltaic encapsulation adhesive enterprises, greatly improving the localization rate of photovoltaic encapsulation materials. In the scenario of large-scale electrochemical energy storage power stations, the high flame-retardant silicone rubber potting material prepared from special high-vinyl-content silicone oil has passed the UL94 V-0 flame-retardant certification, which can effectively block the spread of flame under extreme working conditions of battery thermal runaway, greatly improving the operation safety of energy storage power stations. It has now been batch applied in many 100-megawatt-level energy storage demonstration projects in China.
In addition, customized vinyl silicone oil products developed for sub-scenarios such as on-board electronics of new energy vehicles, insulation and sealing of charging guns, and anti-pollution flashover coatings for wind turbine blades have also achieved large-scale promotion. Downstream application data shows that the organosilicon products prepared with domestic high-end vinyl silicone oil, while maintaining full performance compliance, have an overall material cost reduced by 30% to 50% compared with the previous use of imported products, directly driving the comprehensive manufacturing cost of the entire new energy industrial chain to decrease by 5% to 8%, providing key material power for the continuous cost reduction and efficiency improvement of the global new energy industry under the background of subsidy regression.
At present, the global new energy industry is at a key node of a new round of scale expansion. According to forecasts from industry institutions, the global market demand for high-end vinyl silicone oil will exceed 500,000 tons by 2030, with a market space of more than 30 billion yuan. The commissioning of China’s 10,000-ton intelligent vinyl silicone oil production line not only completely solves the raw material supply bottleneck of China’s new energy industry, but also will further promote the cluster development of the entire organosilicon deep processing industrial ecology. China is becoming the core force leading the new round of development cycle of the global vinyl silicone oil industry.
For a long time, the technological iteration rhythm of the global high-end vinyl silicone oil has been completely dominated by overseas enterprises, and the product renewal cycle is as long as 5 to 8 years, which cannot keep up with the rapid technological iteration pace of the new energy industry. Relying on the flexible customized production capacity of the domestic 10,000-ton intelligent production line, China’s industry has built a brand-new industrial collaboration mode of "rapid response to downstream demand - rapid formula iteration - large-scale stable production". In view of the emerging new material demands in the new energy industry, the product iteration cycle can be shortened to less than 12 months, which can quickly adapt to the technological upgrading rhythm of downstream industries. At the same time, with the successive planning and commissioning of multiple domestic large-scale intelligent production lines of the same type, it is expected that the total domestic high-end vinyl silicone oil production capacity will exceed 150,000 tons by 2028, which can not only fully meet all the needs of China’s new energy industry, but also be exported in large quantities to major global new energy manufacturing regions such as Europe, Southeast Asia and North America, providing high-performance, high-supply-stability high-end organosilicon materials for the global new energy industry.
More importantly, the large-scale and stable supply of domestic vinyl silicone oil will further drive the cluster development of deep processing industries such as addition-cure silicone rubber, electronic potting adhesive and special silicone rubber, forming a complete independent industrial chain ecology from basic organosilicon monomers and high-end modified polymers to end products in China, completely getting rid of the dependence of the entire new energy organosilicon industrial chain on overseas technologies and products. Under the general trend of global green and low-carbon transformation, the technological breakthrough and capacity release of China’s vinyl silicone oil industry will not only promote China’s transformation from a major organosilicon producer to a strong organosilicon industry power, but also continuously inject Chinese material power into the sustainable development of the global new energy industry, writing a highly significant Chinese chapter in the competition of the global new material industry.
