2025年中国润滑油添加剂供需及进出口变动：环保法规趋严进一步加速行业技术迭代，已实现净出口[图]

Core Viewpoint - The tightening of environmental regulations is accelerating technological iteration in the lubricating oil additive industry, with increased investment in bio-based additives and low VOC product development, driving companies towards green manufacturing transformation. Additionally, policy support for green and low-carbon development is providing growth momentum for the industry, promoting upgrades towards high-end and intelligent manufacturing [1][5][15]. Industry Development Overview - Lubricating oil consists of base oil and additives, with the latter accounting for approximately 2%-35% of the final product, significantly altering the physical and chemical properties of lubricating oil. Lubricating oil additives are the most technically sophisticated component of lubricating oil, categorized into single agents and composite agents [2][9]. Policy Background - China's lubricating oil additive policies focus on low-carbon emissions, technological upgrades, and industrial chain optimization. Policies encourage the development of low-pollution, biodegradable high-performance products and support the recycling of waste lubricating oil to reduce dependence on petroleum resources [5][6]. Industry Chain - The lubricating oil industry chain in China includes upstream raw material supply, midstream additive processing and manufacturing, and downstream application in specific chemical fields. The industry is a key segment of fine chemicals and specialty chemicals manufacturing [7][9]. Current Industry Status - The rapid development of the electric vehicle market is increasing the demand for new additives such as anti-wear agents and cleaning dispersants. Stricter environmental regulations are accelerating technological iterations, with a projected production of 996,100 tons and a demand of 978,300 tons for lubricating oil additives in 2024, resulting in a market size of 20.53 billion yuan [1][9]. Competitive Landscape - The global lubricating oil additive market is highly concentrated, dominated by four major composite additive manufacturers, which collectively hold an 85% market share. These companies have a long history and deep technological expertise [13]. Development Trends - The lubricating oil additive industry in China is transitioning towards green and low-carbon solutions, with a focus on bio-based additives and the use of renewable resources. The industry is reducing reliance on petroleum-based materials and developing low-sulfur, low-phosphorus products to meet emission standards. Technological upgrades are emphasizing intelligent and high-performance customization, integrating AI, IoT, and big data into R&D and production processes [15][16].