Construction & New Energy Drive Stable Recovery
Center Sentence: Downstream silicone demand recovers steadily in mid-April 2026, led by construction infrastructure and new energy sectors, while AI data center liquid cooling drives rapid growth in high-end thermal silicone products.
Keywords: silicone downstream demand, construction silicone, new energy silicone, AI liquid cooling silicone, thermal conductive silicone, photovoltaic silicone
Detailed Demand Breakdown:
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Construction sector (45% of total demand):
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Infrastructure project commencement rate reaches 78.3% in early April (up 5.2 ppts MoM), driving stable demand for architectural silicone sealants and structural adhesives.
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Prefabricated building and curtain wall projects increase silicone purchases by 8–10% MoM.
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New energy sector (20% of total demand):
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NEV production/sales in March hit 380,000/375,000 units (up 28%/25% YoY), boosting demand for battery thermal management silicones by 15–18% MoM.
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Global PV installations reach 75GW in Q1 (up 30% YoY), supporting strong demand for PV module encapsulants and sealants.
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High-tech emerging sectors:
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AI data center liquid cooling drives high thermal conductivity silicone oil/fluorosilicone orders up 30%+ YoY, becoming a new growth driver.
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3C electronics and smart wearables increase demand for liquid silicone rubber (LSR) by 12–15% YoY.
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Other sectors: Home appliances, daily chemicals, and machinery maintain stable silicone consumption, providing a solid demand base.
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