Downstream Demand: Construction & New Energy Power Stable Gro
Center Sentence: Silicone downstream demand remains stable in mid-April 2026, led by construction infrastructure and new energy, while AI data center liquid cooling fuels rapid growth in high-end thermal silicone products.
Keywords: silicone downstream demand, construction silicone, new energy silicone, AI liquid cooling, thermal conductive silicone
Detailed Demand Breakdown:
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Construction sector (45%):
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Infrastructure commencement rate at 78.3% (up 5.2 ppts MoM), driving stable sealant and structural adhesive demand.
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New energy sector (20%):
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NEV output/sales in March at 380,000/375,000 units (up 28%/25% YoY), lifting battery thermal management silicones by 15–18% MoM.
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Global PV installations at 75GW in Q1 (up 30% YoY), supporting module encapsulants.
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High-tech sectors:
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AI liquid cooling pushes high thermal conductivity silicone oil/fluorosilicone orders up 30%+ YoY.
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LSR demand rises 12–15% YoY in 3C and wearables.
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Outlook: Downstream demand to stay steady, with high-end segments leading growth.
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