{"id":27543,"date":"2025-11-10T20:35:01","date_gmt":"2025-11-10T12:35:01","guid":{"rendered":"https:\/\/xjysilicone.com\/?p=27543"},"modified":"2025-11-10T20:35:10","modified_gmt":"2025-11-10T12:35:10","slug":"silicone-enterprises-how-to-prevent-a-new-round-of-overcapacity","status":"publish","type":"post","link":"https:\/\/www.xjysilicone.com\/fr\/silicone-enterprises-how-to-prevent-a-new-round-of-overcapacity.html","title":{"rendered":"Comment les entreprises du secteur des silicones peuvent-elles pr\u00e9venir une nouvelle surcapacit\u00e9 de production ?"},"content":{"rendered":"
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<\/span>Innovation breakthrough \u2013 win-win future<\/font><\/span><\/span><\/span><\/b><\/span><\/span><\/span><\/span><\/span><\/h2>\n

China\u2019s silicone industry has been developing rapidly in recent years. As of 2023, the capacity of silicone (folded polysiloxane) is 2.571 million tons\/year, and the production is 2.086 million tons, with a year-on-year growth of 11.2% and 8.4% respectively; and the consumption is 1.851 million tons, with a year-on-year super-expected growth of 12%. However, in the rapid expansion at the same time, the silicone industry has also appeared in the new capacity construction too fast, advanced technology into the color is not enough, and other issues, the industry is facing a new round of overcapacity risk.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

<\/span>Surcapacit\u00e9 en monom\u00e8res<\/font><\/span><\/span><\/span><\/b><\/span><\/span><\/span><\/span><\/span><\/h2>\n

Selon l'Alliance pour le D\u00e9veloppement Vert de l'Industrie du Silicium (SAGSI), une augmentation nette de capacit\u00e9 en polysiloxane \u00e9quivalente \u00e0 430 000 tonnes est pr\u00e9vue pour 2024. En supposant que les nouvelles capacit\u00e9s actuellement d\u00e9voil\u00e9es atteignent la production, la situation d'exc\u00e9dent deviendra encore plus tendue.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

It is expected that in the next five years, with the successive release of new production capacity of domestic silicone enterprises and the elimination of old overseas production capacity, China\u2019s polysiloxane output will maintain a relatively high growth rate.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

<\/span>Le retour au prix de r\u00e9f\u00e9rence est la tendance<\/font><\/span><\/span><\/span><\/b><\/span><\/span><\/span><\/span><\/span><\/h2>\n

Les nouvelles capacit\u00e9s de production sont progressivement mises en service, tandis que le taux de croissance de la consommation ralentit ; il est attendu que le prix du silicone, particuli\u00e8rement des mati\u00e8res premi\u00e8res de base, revienne \u00e0 un niveau raisonnable.<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

First of all, the growth of the domestic consumption market has shifted from high speed to stable. Since the last round of the financial crisis, China\u2019s large-scale infrastructure construction investment has been gradually retreating, and the consumption structure of the silicone market, which is dominated by infrastructure and traditional manufacturing, is speeding up the adjustment, and the consumption growth rate is declining significantly. According to SAGSI statistics, the average annual growth rate of China\u2019s silicone consumption is about 13.9% from 2019 to 2023, and the average annual growth rate is expected to be about 8.0% from 2024 to 2028.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Secondly, the foreign economic slowdown affects the export market. Affected by the unilateralism of the United States trade and the world economic cycle factors, the world economy showed signs of weakness. 2022 the second half of the year to the first half of 2023, was affected by the decline in the economic growth of the world\u2019s major economies, China\u2019s export market of silicone materials is weak; 2023 the second half of the year, the export market began to repair, the export volume slowly rebound. 2023 the annual volume of China\u2019s polysiloxane imports, exports, and net exports were 8.0%, respectively. In 2023, China\u2019s polysiloxane import volume, export volume, and net export volume were 82,000 tons, 325,000 tons, and 243,000 tons respectively, up 5.2%, down 10.2%, and 14.5% year-on-year respectively.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

De plus, le march\u00e9 local fait face \u00e0 des risques r\u00e9glementaires. Les mat\u00e9riaux en silicone rencontreront des probl\u00e9matiques de r\u00e9gulation dus \u00e0 leur difficile d\u00e9gradation, ce qui impacte certains march\u00e9s de consommation traditionnels du silicone. Par exemple, dans le domaine des produits chimiques d'usage quotidien, en janvier 2018, l'Agence Europ\u00e9enne des Produits Chimiques (ECHA) a annonc\u00e9 des exigences pour restreindre, puis interdire apr\u00e8s janvier 2020, la vente sur le march\u00e9 de l'UE, de produits de soins personnels pour la douche contenant des concentrations de D4\/D5 en cycle silicone <\/font>\u2265 <\/font>sup\u00e9rieures \u00e0 0,1% en poids ; en janvier 2019, l'annonce de l'ECHA a propos\u00e9 de restreindre ou d'interdire une concentration de D4\/D5\/D6 > 0,1% en poids dans les applications de produits de soins personnels et certains autres produits sur le march\u00e9, et a \u00e9galement recommand\u00e9 de restreindre la commercialisation des cosm\u00e9tiques rinc\u00e9s contenant des concentrations de D6 > 0,1% en poids. Les \u00e9lastom\u00e8res de silicone et autres polym\u00e8res contenant des r\u00e9sidus d'un cycle unique > 0,1% en poids feront \u00e9galement face \u00e0 de tels probl\u00e8mes \u00e0 l'avenir.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

<\/span>D\u00e9ficit technologique et qualit\u00e9<\/font><\/span><\/span><\/span><\/b><\/span><\/span><\/span><\/span><\/span><\/h2>\n

D'un point de vue objectif, il existe encore une diff\u00e9rence g\u00e9n\u00e9rationnelle entre le niveau technologique des silicones domestiques et le niveau international avanc\u00e9, qui se manifeste principalement dans les trois aspects suivants :<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Premi\u00e8rement, les technologies cl\u00e9s ne sont pas ma\u00eetris\u00e9es de mani\u00e8re syst\u00e9matique. Prenons la synth\u00e8se des monom\u00e8res comme exemple : la s\u00e9lectivit\u00e9 moyenne sur le calibre complet de la synth\u00e8se des monom\u00e8res (y compris les hauts points d'\u00e9bullition) en Chine est d'environ 80%, ce qui est inf\u00e9rieur de 5 \u00e0 10 points de pourcentage \u00e0 celle des multinationales ; le taux de conversion moyen en un seul passage du chlorom\u00e9thane est de 35%, ce qui est inf\u00e9rieur de 20 \u00e0 35 points de pourcentage \u00e0 celui des multinationales. De plus, les <\/font>\u201c<\/font>trois rejets (d\u00e9chets, eaux us\u00e9es, gaz)<\/font>\u201d <\/font>et les sous-produits \u00e0 faible valeur ajout\u00e9e ne peuvent \u00eatre trait\u00e9s de mani\u00e8re stricte et appropri\u00e9e, et il manque de moyens pour contr\u00f4ler et traiter les impuret\u00e9s cl\u00e9s dans les produits.<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Secondly, the gap between energy and material consumption is large, and the level of safety and environmental protection is not high. China\u2019s comprehensive energy consumption of tons of siloxane is the world\u2019s leading level of 50% to 100% higher, with the average material consumption of 5% to 10% higher, and the corresponding <\/font>\u201c<\/font>trois rejets (d\u00e9chets, eaux us\u00e9es, gaz)<\/font>\u201d <\/font>ont g\u00e9n\u00e9r\u00e9 en moyenne un co\u00fbt deux fois plus \u00e9lev\u00e9.<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Troisi\u00e8mement, le co\u00fbt global varie. Selon les calculs de la SAGSI, sous r\u00e9serve de garantir la s\u00e9curit\u00e9 et d'augmenter les investissements dans la protection et la gestion de l'environnement, environ 20% de la capacit\u00e9 nationale existante pr\u00e9sente un co\u00fbt sortie usine du siloxane (hors amortissements et trois autres frais) comparable \u00e0 celui des multinationales, soit environ 11 yuans\/kg ; environ 30% ont un co\u00fbt sortie usine du siloxane situ\u00e9 entre 12 et 15 yuans\/kg, le reste de la capacit\u00e9 ayant g\u00e9n\u00e9ralement un co\u00fbt plus \u00e9lev\u00e9.<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Selon le mod\u00e8le de r\u00e9partition de la capacit\u00e9 de march\u00e9 et des co\u00fbts, avec la mise en service progressive des nouvelles capacit\u00e9s de production, le prix du cycle du siloxane est susceptible de se maintenir durablement entre 12 000 et 16 000 yuans\/tonne, ce qui est inf\u00e9rieur \u00e0 la ligne de co\u00fbt d'une part consid\u00e9rable des nouvelles capacit\u00e9s install\u00e9es, et m\u00eame des capacit\u00e9s \u00e9tablies. Les nouveaux projets sans sources technologiques et manquant d'infrastructures de support feront face \u00e0 de grands risques d'investissement.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

<\/span>Les efforts doivent porter sur quatre domaines<\/font><\/span><\/span><\/span><\/b><\/span><\/span><\/span><\/span><\/span><\/h2>\n

En raison des probl\u00e8mes actuels auxquels l'industrie est confront\u00e9e, les initi\u00e9s du secteur sugg\u00e8rent qu'il est n\u00e9cessaire de pr\u00e9venir et de r\u00e9soudre la nouvelle duplication de construction de bas niveau dans l'industrie des monom\u00e8res de silicone, d'orienter les nouveaux investissements sociaux vers des domaines innovants de haute technologie ayant une capacit\u00e9 de march\u00e9 et des perspectives de d\u00e9veloppement et dont le march\u00e9 int\u00e9rieur a un besoin urgent pour combler les lacunes des segments cl\u00e9s, et de promouvoir le d\u00e9veloppement de haute qualit\u00e9 de l'industrie.<\/font> <\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Premi\u00e8rement, continuer \u00e0 promouvoir la r\u00e9forme structurelle de l'offre de l'industrie du silicone, ne pas d\u00e9marrer prudemment les projets d'investissement qui n'ont pas leur propre technologie ni de sources de technologies avanc\u00e9es ;<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Deuxi\u00e8mement, prendre les grandes entreprises int\u00e9gr\u00e9es comme principales actrices, orient\u00e9es vers les applications en aval de haute technologie, pour accro\u00eetre davantage le d\u00e9veloppement de mati\u00e8res premi\u00e8res sp\u00e9ciales importantes et de produits aval de haute technologie ;<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Troisi\u00e8mement, pr\u00eater attention \u00e0 la protection des droits de propri\u00e9t\u00e9 intellectuelle, poursuivre s\u00e9rieusement les violations de droits de propri\u00e9t\u00e9 intellectuelle conform\u00e9ment \u00e0 la loi, et pr\u00e9server et renforcer efficacement l'enthousiasme pour l'innovation dans l'industrie ;<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n

Quatri\u00e8mement, promouvoir l'internationalisation de l'industrie, par la connexion avec <\/font>\u201c<\/font>l'initiative<\/font>\u201d <\/font>\u00ab Ceinture et Route \u00bb pour pr\u00e9venir et r\u00e9soudre le risque d'un nouvel exc\u00e8s de capacit\u00e9 dans l'industrie du silicone.<\/font><\/span><\/span><\/span><\/span><\/span><\/span><\/p>\n<\/p><\/div>\n<\/article><\/div>","protected":false},"excerpt":{"rendered":"

Innovation breakthrough \u2013 win-win future China\u2019s silicone industry has been developing rapidly in recent years. As of 2023, the capacity of silicone (folded polysiloxane) is 2.571 million tons\/year, and the production is 2.086 million tons, with a year-on-year growth of 11.2% and 8.4% respectively; and the consumption is 1.851 million tons, with a year-on-year super-expected\u2026<\/p>","protected":false},"author":12,"featured_media":27544,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[616],"tags":[],"class_list":["post-27543","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-company-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/posts\/27543","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/comments?post=27543"}],"version-history":[{"count":0,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/posts\/27543\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/media\/27544"}],"wp:attachment":[{"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/media?parent=27543"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/categories?post=27543"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.xjysilicone.com\/fr\/wp-json\/wp\/v2\/tags?post=27543"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}