Recently, China and the United States reached a consensus on the reduction of tariffs on some commodities. Silicone and its derivatives (including polysilazane, silicone resin, silicone oil, silicone rubber, etc.) were included in the list, which attracted great attention from the industry chain. As a key material widely used in high-tech and people's livelihood fields, this tax reduction is expected to reduce the import costs of enterprises and accelerate the innovation and upgrading of terminal products.


With its high temperature resistance and insulation properties, silicone materials are deeply integrated into daily life. In the field of new energy vehicles, polysilazane, as a new type of high temperature resistant coating, is being used for battery pack protection; silicone rubber has become the first choice for charging pile seals to ensure the stability of outdoor equipment. On the electronic consumer side, silicone resin packaging materials support the development of 5G base stations and folding screen mobile phones, and the application of silicone oil in high-end cosmetics and medical catheters continues to expand. Industry insiders pointed out that the tariff reduction will promote cooperative research and development between Chinese and American companies and further expand the application of silicone in emerging scenarios such as photovoltaics and artificial intelligence.


Under the current background of global supply chain reshaping, China's silicone production capacity accounts for more than 60% of the world, but high-end products still rely on imports. This policy adjustment may stimulate domestic enterprises to increase their research on silicone resin, liquid silicone rubber and other technologies, while expanding their export share by leveraging their cost advantages. Consumers will also benefit - from the silicone straps of sports bracelets to the insulation materials of home appliances, the cost performance of products is expected to improve.


With the advancement of the "dual carbon" goals, the potential of silicone in the fields of lightweight and environmental protection has attracted much attention. Analysts believe that the industrial chain needs to seize the tariff window period, promote upstream and downstream collaborative innovation, and seize the new heights of the green economy.
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