Policy-driven and market resonance: China's fluorosilicone rubber industry is moving towards high-quality development
Under the dual impetus of the national "dual carbon" strategy and the policy for upgrading the new materials industry, China's fluorosilicone rubber industry is entering a crucial stage of high-quality development. The industry is characterized by technology-driven growth, deepened application, and regional agglomeration. The market size continues to expand, and the process of domestic substitution is accelerating. It is expected to occupy a more important position in the global high-end materials market.

1.The market size has been steadily rising and is expected to exceed 58 billion yuan by 2030
Industry data shows that in 2024, the total output value of China's silicone fluororubber products industry was approximately 33.5 billion yuan, with an export volume reaching 6.27 billion US dollars, representing a year-on-year growth of 9.3%. It is expected that by 2030, the market size of silicone fluorine rubber products in China will exceed 58 billion yuan, with an average annual compound growth rate maintained at around 11.8%. Among them, high-performance fluorosilicone sealing materials, high-temperature resistant insulating products and elastomers specifically designed for new energy vehicles have become the main growth poles. The continuous expansion of downstream demand provides strong impetus for the development of the industry.

2. The continuous release of policy dividends has consolidated the foundation for industrial development
The Ministry of Industry and Information Technology has listed high-performance fluorosilicone rubber as a key support direction in the "14th Five-Year Plan" new materials industry development Special Project, with a cumulative investment of over 1.8 billion yuan in research and development funds. Meanwhile, relevant departments have successively issued a number of national standards such as the "General Technical Conditions for FluoroSilicone Rubber Compound", filling the gap in the testing and evaluation system for high-end application scenarios. The implementation of policy tools such as the "Insurance Compensation Mechanism for the First Batch Application of New Materials" has also effectively promoted the independent breakthroughs of domestic enterprises in key technological fields.

3. The regional cluster effect is significant, and green intelligent manufacturing is becoming a trend
At present, the Yangtze River Delta, Pearl River Delta and Bohai Rim regions have formed industrial clusters integrating raw material research and development, product processing and testing and certification. The combined production capacity of Jiangsu, Guangdong and Shandong provinces accounts for more than 62% of the national total. More than 56% of the large-scale enterprises in the industry have achieved automation coverage in key processes, with the automation rates in injection molding, vulcanization and other links all exceeding 70%. Meanwhile, the enterprise has been actively promoting green production transformation, reducing energy consumption per unit by 18% and increasing production efficiency by 30%, gradually achieving the coordinated development of economic and environmental benefits.

4. The acceleration of domestic substitution has continuously enhanced global competitiveness
In terms of the localization of key raw materials, domestic enterprises have made substantial progress in areas such as hexafluoropropylene and trifluoropropylene, promoting the import substitution rate of medium and high-end fluororubber products to increase from less than 20% in 2020 to around 35% in 2024. It is expected that starting from 2026, China will achieve full domestic substitution of high-purity fluorosilicon monomers and special additives, breaking the long-term "bottleneck" situation of relying on imports. With technological innovation and industrial upgrading, the share of domestic enterprises in the global mid-to-high-end market is expected to continue to rise.