Silicone industry: Multiple positive factors support long-term development
Silicon is a new type of chemical material generated by the reaction of silicon powder and methyl chloride under the action of a catalyst. It has a series of superior properties, such as corrosion resistance, radiation resistance, high and low temperature resistance, hygroscopicity, high insulation resistance, low dielectric constant, low stress, vibration reduction, environmental protection, low toxicity, flame retardant, reworkability, etc. Therefore, silicone is made into a variety of adhesive sealants, potting glue, insulating coatings and silicone resins, silicone oils and other products, which are widely used in electronics, construction, machinery, metallurgy, automobiles, chemicals, textiles, medical and other industries.
Silicon products can be roughly divided into silicone monomers, medium monomers, primary polymers, and silicone products (silicone oil, silicone rubber, silicone resin, etc.) according to the different production stages. Among silicone products, silicone rubber accounts for a large proportion of the total output. More than 70%, mainly used in real estate, automobile, electronics, electricity, medical equipment and other industries: Another important downstream product of silicone is silicone oil, which is mainly used in printing and dyeing and daily chemical industries.
Other downstream products of silicone, such as silicone resin and silane coupling agent, are mainly used in the production of coatings, adhesives, reinforcing agents, rubber reinforcing agents, etc.
1. The "12th Five-Year Plan" for new materials: Raising the entry threshold of the silicone industry
In the "12th Five-Year Plan" for new materials, it is subdivided into six categories: special metal functional materials, high-end metal structural materials, advanced polymer materials, new inorganic non-metallic materials, high-performance composite materials, and cutting-edge new materials. Among them, advanced polymer materials include special rubber, engineering plastics, functional membrane materials, high-performance fluorosilicone materials, high-end coatings, etc.
During the "12th Five-Year Plan", the state has made general-purpose, medium- and low-end chemical New material products such as silicone and polyoxymethylene should raise the entry threshold of the industry and curb low-level duplicate construction. On the basis of the success of industrial demonstration, vigorously develop high-value-added, environmentally friendly high-end products. Encourage advantageous enterprises to carry out mergers and reorganizations, promote the integration, scale and large-scale of upstream and downstream industrial chains, and form several chemical new material bases such as special rubber, engineering plastics, and high-performance composite materials.
2. The "12th Five-Year Plan" for silicone: Accelerate industrial transformation and upgrading
According to the relevant information of the "12th Five-Year Plan" Development Plan of the silicone industry, during the "12th Five-Year Plan" period, the silicone industry should accelerate the transformation of development methods, vigorously promote structural adjustment, technological innovation, and energy conservation and emission reduction, gradually establish a green and low-carbon modern industrial system, and continuously improve the industry's core competitiveness.
At present, I The development of China's organic silicon industry has prominent problems. First, the industrial structure is unreasonable. There are many organic silicon monomer enterprises in my country, but they are small in scale and the industrial concentration is low. There are few varieties of downstream products, which are highly homogeneous and have low added value. High-end products rely on imports. Second, the innovation ability of enterprises is generally weak, and they are subject to others in key and common technologies. Third, the safety and environmental protection situation is still severe, and the sustainable development capacity of the industry is restricted.
Accordingly, during the "12th Five-Year Plan" period, the organic silicon industry should focus its strategic focus on adjusting the structure and changing the mode, raising the industry entry threshold and industrial concentration, encouraging the development of advanced technologies and products, eliminating backward technologies and products, accelerating transformation and upgrading, and taking the new industrialization road of low investment, low consumption, low emission and high efficiency.
3. "Guidelines for Industrial Structure Adjustment [2011 2011 edition]: Development of high-performance silicone materials
In the "Industrial Structure Adjustment Guidance Catalog (2011 edition)" published by the National Development and Reform Commission, the silicone products listed in the encouraged category include: new silicone monomers such as phenylchlorosilane and vinylchlorosilane, phenyl silicone oil, amino silicone oil, polyether modified silicone oil, and phenyl silicone rubber, phenylene silicone rubber and other high-performance rubbers and hybrid materials, methylphenyl silicone resin and other high-performance resins, triethoxysilane and other series of high-efficiency coupling agents, etc. In addition, by-products such as carbon tetrachloride, silicon tetrachloride, monomethylchlorosilane, trimethylchlorosilane, etc. Comprehensive utilization is also included in the national encouraged industries.
It is worth noting that the production equipment of methylchlorosilane monomer with a scale of less than 100,000 tons/year is included in the restricted category of the "Adjustment Catalogue". This means that small and medium-sized production capacity of organic silicon monomers will not be able to enter the industry in the future.
According to national policy guidance, the development of the organic silicon industry will move towards scale and deep processing in the future. Among the large-scale enterprises, ST New Materials (600299) is the most worthy of attention. In the field of deep processing, Hongda New Materials (002211) is already in a leading position.
