SILICONE INDUSTRY OF CHINA Ⅱ

According to the "2025-2030 China Metal Silicon Industry Development Strategy Analysis and Supply-Demand Pattern Research and Forecast Report" released by the China Commerce Industry Research Institute, domestic industrial silicon production reached 3.755 million tons in 2023, marking a year-on-year increase of 14.7%. The production of industrial silicon in 2024 is estimated to be around 4.7 million tons. Analysts from the China Commerce Industry Research Institute predict that China's industrial silicon production will continue to grow in 2025, reaching 5.105 million tons.

The core strategy of industrial silicon enterprises focuses on four major directions: vertical integration of the industrial chain (resource and energy advantages), high-end technology (high purity and green processes), global market penetration (customized products in niche areas), and policy-capital synergy. Future competition will revolve around technological barriers (such as semiconductor-grade silicon), low-carbon production (green electricity + carbon trading), and emerging market channels (India, Africa). Lyrin silicone industrial enterprises have good technology.