Discussion and analysis on the development status and trend of organic silicon industry in 2014

Raw material advantage: China is the largest raw material base of the world organic silicon industry. In the production of organic silicon monomer, industrial silicon accounts for more than half of the raw material cost. In 2012, China's industrial silicon output was 1.14 million tons per year, accounting for about half of the global total.

Market advantage: China electronic organic silicon downstream products such as a large number of exports, China's organic silicon material consumption per unit of GDP than in developed countries, electric and electronic industry with organic silicon material is mainly silicon rubber, organic silicon materials in China the proportion of consumption in the silicone rubber is more than 70%, far more than the developed countries, on average, about 40% of the proportion of consumption. In 2012, China's equivalent consumption of organosilicon monomer exceeded 1.3 million tons, making it the world's largest consumer of organosilicon materials.

China has rapidly become the world's silicone monomer production center: in 2002, the first 50,000-ton unit in China achieved normal production, marking that China's silicone monomer production has approached the international advanced level. In 2004, China's ministry of commerce initiated an anti-dumping investigation on the import of primary form of siloxane. After the breakthrough of technical bottleneck, under the protection of national anti-dumping measures, the production of organosilicon monomer in China has entered the blowout development stage. The world organic silicon monomer production has shown a trend of shifting to China. Except China, few countries or regions have plans to expand the production of organic silicon monomer, and major international manufacturers have invested in the production of organic silicon monomer in China. In 2012, China's production capacity of organosilicon monomer exceeded 2 million tons per year (some newly built devices failed to produce normally), and the output exceeded 1.3 million tons. China has become the world's largest producer of organosilicon monomer, and will soon become the world's largest exporter of organosilicon monomer.

http://www.china-consulting.cn/ to summarize development strategies

Improve the domestic market self-sufficiency: focus on the development of phenyl, vinyl and other special monomers; Focus on the development of special silicone materials for various market segments.

Promote the export upgrading of silicon products: the export of industrial silicon not only exports energy and scarce resources (wood) in a disguised way, but also reduces the overall competitiveness of the silicon industry. The excessive export of industrial silicon should be restrained, and the adjustment to deep-processed products (organic silicon monomer) should be changed to optimize the export structure.

Expand the application field of organosilicon: explore the organosilicon market, replace petroleum based materials, drive the downstream related industries to upgrade.

The development goals of the 12th five-year plan

Product scale and structure optimization goal: organic silicon monomer to achieve self-sufficiency; Basic brands of organic silicon materials to achieve basic self-sufficiency; Special grade of organic silicon material self-sufficiency rate more than half.

Export structure optimization objective: upgrade from the main export of industrial silicon to the main export of organic silicon monomer

Positioning and upgrading of organosilicon industry: promote the transformation of organosilicon materials from new materials to bulk materials, and initially realize the strategic deployment of accelerating the cultivation of some strategic emerging industries into new leading industries proposed in the national strategic emerging industry plan