Low-End Exports Under Pressure; High-End Silicone Exports Gro
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
Detailed Export Data & Trends:
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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%.
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Low-end export performance:
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Primary silicone exports in early April total 12,000 tons (down 18.3% YoY), with many SMEs reducing or suspending low-end orders.
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High-end export performance (strong growth):
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LSR: Exports up 22% YoY in Q1, shipped to Europe, Americas, and Southeast Asia for automotive and medical applications.
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Medical-grade silicone: Exports up 19% YoY, meeting EU and FDA standards for catheters and implants.
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Thermal interface materials: Exports up 25% YoY, driven by global NEV and electronics demand.
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Regional distribution:
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Europe (40% of high-end exports): Strong demand for medical and automotive silicones.
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Southeast Asia: Fastest growth (+30% YoY), fueled by local electronics and automotive industries.
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Enterprise strategy: Leading firms (Hesheng, Dongyue) accelerate product structure optimization, cutting low-end export ratios and boosting high-end R&D and overseas expansion.
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