The market size of fluorosilicone oil is expected to reach 5.43 billion yuan by 2025, and green processes are accelerating domestic substitution

1.The market size continues to expand, with an expected annual growth rate of 11.5%
According to the latest industry report, driven by the downstream high-end manufacturing industry, the domestic fluorosilicone oil market size is expected to rise to 5.43 billion yuan in 2025, achieving a year-on-year growth of 11.5% compared with 2024. This growth trend mainly stems from the structural demand expansion in fields such as new energy and electronic information. Among them, the industrial lubrication sector remains the largest application area, accounting for 38.2%, while the electronic and electrical sector has become the second largest source of demand with an annual growth rate of 13.7%.


2. The demand proportion in the new energy sector, which has become a growth engine, continues to rise
The rapid development of the new energy vehicle industry is reshaping the demand structure of fluorosilicone oil. Fluorosilicone oil is widely used in battery thermal management systems and motor insulation systems due to its high-temperature resistance and corrosion resistance. The average annual growth rate of demand in this field has exceeded 15%. Meanwhile, the demand for long-life insulating media in photovoltaic inverters and wind power control systems has risen, further opening up market space and increasing the proportion of new energy-related applications from 8% in 2022 to 16% in 2024.


3. Green process breakthrough: Chlorine-free synthesis technology has been put into mass production
Under the impetus of environmental protection policies, the fluorosilicone oil industry is accelerating its transformation towards clean production. The chlorine-free synthesis process has achieved a breakthrough in mass production. By adopting a new catalyst system, not only has the discharge of chlorine-containing waste been eliminated, but also the raw material conversion rate has been increased to over 95%. Meanwhile, progress has been made in the research and development of degradable fluorosilicone oil. This type of product can be recycled through biodegradation in the natural environment, with VOC emissions reduced by 60% compared to traditional products. It has begun to be applied in environmentally sensitive fields such as medical equipment.

4. The proportion of regional layout optimization in the central and western regions will exceed 10%
The domestic fluorosilicone oil industry layout shows the characteristic of "strong east and rising west". At present, the East China region holds a dominant position with a 52.4% market share, concentrating downstream industrial clusters such as electronic manufacturing and new energy vehicles. Relying on their resource advantages and policy support, the central and western regions are accelerating the acceptance of industrial transfer. Sichuan, Hubei and other places have already built multiple new materials industrial parks. It is expected that by 2025, the market share of the central and western regions will exceed 10%, with an annual growth rate of 12.5%, becoming a new fulcrum for industry growth.