氟硅行业以两大支点撬动高质量发展

Core Insights - The 2024 financial performance of most domestic organic silicon and fluorochemical companies is expected to decline, with many projects showing "increment without efficiency" [1] - Experts emphasize the need for technological empowerment and collaborative efforts across the supply chain to facilitate the high-end, refined, and green transformation of the fluorosilicon industry [1] Industry Overview - The fluorosilicon industry is facing dual pressures from market conditions and operational challenges in 2024, but macro policies aimed at sustaining economic growth are expected to positively impact the industry's development [1] - The organic silicon sector is projected to have a production capacity of 729,000 tons and an output of 277,000 tons in 2024, with consumption growing at a rate of 8% [2] - The fluorochemical industry is expected to focus on five new development directions, including materials for new energy and semiconductors, domestic substitution, customized services, sustainable development, and high-end product upgrades [2] Environmental Initiatives - The industry has initiated a "Responsible Production Initiative" to accelerate the elimination of PFAS, enhance environmental emission controls, and promote green alternatives [3] - The Ministry of Ecology and Environment is working towards establishing a localized list of harmful PFAS substances by 2027, following the complete elimination of 29 types of POPs [2][3] Reports and Data - The "China Fluorochemical Industry Annual Report (2025 Edition)" was released, providing valuable insights and data on industry development over the past year, along with warnings regarding the capacity development of major fluorochemical products [3]