The new energy industry drives demand, and high-temperature-resistant modified silicone resin becomes the core encapsulation material. 

1.The downstream market for silicon resins has expanded, and the demand for high-end silicon resins has continued to rise.
The expansion is seen in the production of photovoltaic N-type modules, 800V high-voltage new energy vehicles, and energy storage power devices. Traditional general-purpose resins are unable to meet the multiple requirements of high temperature, insulation, and flame retardancy. In the first half of 2026, the consumption of specialized silicon resins for the new energy sector increased by over 40% year-on-year. The supply and demand of high-temperature phenolic modified and thermal conductive silicon resins are in a tight balance, and there is a broad space for high-end domestic production. 

2. Technological breakthrough in molecular modification: The temperature limit has been exceeded to 300℃
By precisely controlling the molecular cross-linking network through benzene monomers through copolymerization, the new modified silicone resin optimizes the thermal stability structure. It can withstand a long-term temperature of 300℃ and a short-term limit of 420℃, solving the problem of brittleness and decomposition of traditional resins above 200℃. The material also possesses high insulation, low water vapor permeability, and resistance to electrolyte corrosion, making it suitable for the harsh conditions of battery modules and power chips. 

3. Adapt to energy storage and photovoltaics, strengthening the equipment safety protection barrier
In the battery packaging scenario, the resin can buffer the expansion stress of the battery cells and prevent the spread of thermal runaway; after the use of the double-glass photovoltaic modules, they can resist the temperature differences between day and night and the erosion of ultraviolet rays, and the overall service life of the modules is extended by 2-3 years. At the same time, the material has low shrinkage and high bonding properties, which are suitable for the automated encapsulation production line, improving the production yield of new energy equipment. 

4. The industrial chain has been independently improved, accelerating the import substitution of high-end materials
Domestic continuous molecular distillation production facilities have been established, enabling large-scale production of high-end high-temperature-resistant silicone resins. The performance of the products has been benchmarked against those of similar materials from overseas. Relying on the complete upstream and downstream organic silicon supply chain in the country, the delivery cycle and overall cost advantages are prominent. It is gradually replacing imported packaging resins, helping to achieve the independent control of key materials in the new energy industry chain.