Export Market: High-End Silicone Exports Maintain Double-Digi

Center Sentence: High-value-added silicone exports (LSR, medical-grade, thermal materials) sustain double-digit growth in Q1 2026, while low-end primary silicone exports slow due to the April 1 export tax rebate cancellation.

 

Keywords: silicone export policy, tax rebate cancellation, high-end silicone exports, LSR exports, medical silicone exports

• Policy impact: 13% VAT rebate cancellation for primary polysiloxanes increases costs by ~1,600 yuan/ton, squeezing margins to 3–5%.
• High-end exports:
  • LSR: Q1 exports up 22% YoY to Europe, Americas, SE Asia for automotive/medical.
  • Medical-grade: Up 19% YoY, meeting EU/FDA standards.
  • Thermal interface materials: Up 25% YoY, driven by NEV/electronics.
   
• Low-end exports: Early April primary exports at 12,000 tons (down 18.3% YoY), SMEs cutting low-end orders.
• Strategy: Leading firms (Hesheng, Dongyue) optimize product mix, reduce low-end exports, and boost high-end R&D.