In July 2025, Dow Chemical, a global chemical giant, announced the closure of three major upstream assets in Europe, including the Barry plant in the UK. Among them, the Barry plant involves a capacity of 145,000 tons of DMC (core intermediate for silicone), accounting for 3% of the global total capacity and 13.7% of the overseas Zmogljivost . Ta premik označuje pospešeno krčenje prekomorskih proizvodnih zmogljivosti silikona in Kitajska je kot največji svetovni proizvajalec zdaj ključnega pomena za optimizacijo vzorca ponudbe in povpraševanja.
Zmanjšanje proizvodne zmogljivosti v tujini: neizogibna izbira zaradi stroškovnega tlaka in industrijskega prenosa
Evropska silikonska industrija se že dolgo spopada s strukturnimi izzivi, kot so visoki stroški energije (cene zemeljskega plina so 3 . 3 -krat več kot od ZDA), davki na ogljik in strogi predpisi o varstvu okolja . predhodnika Dow's Barry Plant v Veliki Britaniji se lahko vrnejo nazaj na 1990 -i Europe. However, in recent years, due to cost disadvantages, its production capacity has been reduced from 200,000 tons to 145,000 tons, and it will eventually start the shutdown process in 2025. Data shows that since 2015, overseas silicone production capacity has dropped from 1.35 million tons to 1 . 06 milijonov ton, s kumulativnim umikom 290, 000 ton. Medtem se je kitajska proizvodna zmogljivost povečala s 3,14 milijona ton na 3,44 milijona ton, kar predstavlja 76% svetovnega števila. Nenehno krčenje v tujini proizvodne zmogljivosti odraža, da je trend globalnih industrijskih verig, ki se preusmerijo na Kitajsko, nepopravljiv.
Uravnavanje domače ponudbe in povpraševanja: konec širitve zmogljivosti odmeva z eksplozijo povpraševanja
The Chinese silicone industry has entered the final stage of capacity expansion. There will be no new capacity released after 2024, while the demand side maintains a strong growth. From 2021 to 2024, the compound annual growth rate (CAGR) of industry demand reached 15.5%. The demand for high-performance silicone materials in emerging fields such as photovoltaic, new energy vehicles, and 5G has soared. Take photovoltaic as an example. A single GW of module encapsulation adhesive requires approximately 1,500 tons of DMC. With the global photovoltaic installed capacity exceeding 500GW, the annual demand increment in this field alone presega 750, 000 ton . Po umiku čezmorske proizvodne zmogljivosti naj bi se izvozni delež kitajskih podjetij v letu 2024 še povečal s 545.700 ton, njihov globalni tržni delež pa lahko presega 60%.
Konkurenčna pokrajina podjetij: vodilna podjetja imajo koristi od prednosti celotne industrijske verige in stroškov
Domestic leading enterprises such as Xin 'an Co., Ltd. and Hesheng Silicon Industry have achieved remarkable cost competitiveness through an integrated layout of "industrial silicon - organosilicon monomer - terminal products". Take Xin 'an Co., Ltd. Kot primer . njegova proizvodna zmogljivost DMC doseže 275, 000 ton, njegova čezmorska prodaja pa naj bi dosegla skoraj 1 milijardo juana v 2024. globoko sodeluje z vodilnimi kupci v čezmorski osebni oskrbi, zdravstveni oskrbi in drugih industrija 900,000 tons, firmly holds the top position globally. Its "coal-electricity-silicon" integrated model reduces the cost of DMC per ton by 2,000 to 3,000 yuan compared to overseas markets. In addition, enterprises such as Dongyue Silicon Gradiva Materials in Xingfa sta še okrepila svojo odpornost na dobiček s povečanjem deleža globoko obdelanih izdelkov .
