Export Market: Low-End Exports Under Pressure; High-End Silic

Center Sentence: Low-end primary silicone exports face pressure from the April 1 export tax rebate cancellation, while high-value-added specialty silicones (LSR, medical-grade, thermal interface materials) maintain strong export growth, offsetting policy headwinds.

Keywords: silicone export policy, export tax rebate cancellation, high-value-added silicone, international silicone trade, LSR exports, medical silicone exports

• Policy impact: The 13% VAT export rebate cancellation for primary polysiloxanes raises export costs by ~1,600 yuan/ton for 107 rubber, squeezing profit margins to 3–5%.
• Low-end export performance:
  • Primary silicone exports in early April total 12,000 tons (down 18.3% YoY), with many SMEs reducing or suspending low-end orders.
   
• High-end export performance (strong growth):
  • LSR: Exports up 22% YoY in Q1, shipped to Europe, Americas, and Southeast Asia for automotive and medical applications.
  • Medical-grade silicone: Exports up 19% YoY, meeting EU and FDA standards for catheters and implants.
  • Thermal interface materials: Exports up 25% YoY, driven by global NEV and electronics demand.
   
• Regional distribution:
  • Europe (40% of high-end exports): Strong demand for medical and automotive silicones.
  • Southeast Asia: Fastest growth (+30% YoY), fueled by local electronics and automotive industries.
   
• Enterprise strategy: Leading firms (Hesheng, Dongyue) accelerate product structure optimization, cutting low-end export ratios and boosting high-end R&D and overseas expansion.