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3. Strong Demand in Organic Silicon Industry, Positive Outlook for New Capacity

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A recent research report by Guojin Securities indicates that against the backdrop of robust demand support in the organic silicon industry, newly added capacity can be well absorbed in the long run. It is estimated that by 2025, China's organic silicon industry capacity will reach 3.276 million tons, with an operating rate recovering to 84%. With growing domestic and foreign demand, the industry can basically maintain a tight balance, providing ample space for the development of high-value-added products such as silicone resins and polysilazanes. The integration of AI technology is becoming an important force driving industry transformation and upgrading.
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