The explosive demand has driven industrial upgrading, and the fluorosilicone rubber market has witnessed structural growth
Benefiting from the rapid expansion of downstream industries such as new energy, electronics, and healthcare, the domestic fluorosilicone rubber industry has shown a prosperous situation in both production and sales. The market size has steadily increased, and the product structure is accelerating its transformation towards high added value and functionalization. The industry's development has entered a high-quality stage.


1. Emerging fields have become the main force in optimizing the demand structure
The market consumption structure has been continuously upgraded. The combined demand share of new energy vehicles and electronic appliances has reached 45%, becoming the core driving force for growth. Among them, the demand for electrolyte corrosion-resistant and high-temperature resistant sealing materials in the three-electric systems of new energy vehicles has an average annual growth rate of over 18%, and the usage per vehicle has significantly increased compared to traditional fuel vehicles. The growth rate in the medical and health sector was the most remarkable, with a year-on-year increase of 21.8% in 2024. The application in scenarios such as implantable medical devices and high-end consumables has expanded rapidly.


2. The pace of domestic substitution has been accelerated and the technological strength has been enhanced
Domestic enterprises have achieved breakthroughs in key technologies such as gas-phase synthesis processes and high-purity raw material preparation through continuous investment in research and development. The upper limit of product temperature resistance has been raised to 320℃, and some indicators have approached the international advanced level. In 2025, the import volume slightly decreased by 2.1% year-on-year, while the export volume increased by 13.5%. The proportion of high value-added products exported to emerging markets such as Southeast Asia and the Middle East continued to rise, and the domestic production rate steadily increased.


3. The green transformation has achieved remarkable results
In response to the "dual carbon" goals, the industry has accelerated the green transformation of its production processes. All-electric drive polymer-mixing production lines have gradually become widespread, equipped with photovoltaic energy storage systems and AI energy efficiency optimization platforms. The carbon emission intensity per unit product has been reduced by 18% compared to the industry average. Progress has been made in the research and development of environmentally friendly products. Alternative materials that do not contain persistent pollutants have achieved large-scale production, taking into account both ecological friendliness and product performance.


4. There is vast room for future growth
According to industry forecasts, the apparent consumption of fluorosilicone rubber in China is expected to reach 37,000 tons in 2026, representing a year-on-year growth of 15.6%, and the market size is projected to exceed 5.8 billion yuan. With the release of demand in emerging fields such as hydrogen storage and transportation and deep-sea exploration, high-end products that can withstand extreme environments and have low permanent compression set have become the focus of research and development. The industry will continue to evolve towards technology-intensive and customized directions, and a coordinated development pattern of the industrial chain will gradually take shape.