High-end methyl silicone oil breaks through purification technology; demand in the new energy sector continues to grow explosively. 

1.The structural contradictions in the industry have become more prominent, and the process of making high-end products independent has accelerated.
The domestic methyl silicone oil industry has long been characterized by excessive low-end production capacity and insufficient supply of high-end products. The market competition for ordinary industrial-grade products has become saturated, while the low-volatile, low-ion, high-purity methyl silicone oil suitable for power batteries, photovoltaic, and semiconductors previously relied on external supply. In 2026, the industry focused on concentrated research and development of purification technology, and multi-stage molecular distillation and micro-channel continuous evaporation processes were implemented on a large scale. The residual of low-molecular rings in the product was controlled to be within hundreds of parts per million, and the content of metal ions was reduced to the ppb level. This fully met the standards for automotive-grade, photovoltaic-grade materials, and the self-supply rate of high-end models has significantly increased. 

2. Thermal management of power batteries has become a core growth market.
The explosive growth of the new energy vehicle and energy storage industries directly drives the demand for high-purity methyl silicone oil. This material, as a basic raw material for thermal conductive silicone grease and liquid cooling media, has advantages such as insulation, resistance to high and low temperatures, and resistance to aging. Industry data shows that the usage of methyl silicone oil for power batteries in each new energy vehicle has steadily increased. The purchase volume of low-viscosity insulating silicone oil for energy storage liquid cooling systems has increased by over 34% year-on-year. The demand for special methyl silicone oil for N-type photovoltaic module encapsulation glue has also risen simultaneously, becoming the primary driving force for industry growth. 

3. Implementation of green production processes, adapting to global environmental protection regulations
With the tightening of domestic carbon neutrality policies and the REACH and ROHS standards in the European Union, the industry has completely phased out high-emission intermittent reaction vessels and promoted continuous intelligent production lines. The new process reduces the energy consumption per unit product by more than 30%, significantly reduces VOC emissions, and incorporates a catalyst recycling system for closed-loop treatment of by-products. The full-process digital monitoring system enables real-time online regulation of viscosity and volatile matter, significantly improves batch stability, and the products can meet the carbon footprint verification requirements of overseas high-end markets. 

4. Customized modification technology expands application boundaries
The R&D focus of the industry has shifted to functional modified methyl silicone oil. Through molecular structure adjustment, special types with high thermal conductivity, UV resistance, and high oxidation resistance have been developed, suitable for various specialized scenarios such as demolding of wind turbine blades, packaging of power semiconductors, and sealing of energy storage equipment. Unlike general silicone oil, the added value of the modified products has significantly increased. Downstream manufacturing enterprises gradually replace imported raw materials, and the process of achieving independent control over the industry chain continues to accelerate. The overall profit structure of the industry has also continued to improve.