Since 2025, the two-component silicone insulating glass adhesive industry has shown development characteristics of "accelerated performance iteration, improved standard system, and expanded scenario applications" driven by building energy efficiency upgrades and high-end demand. As the core material of the insulating glass sealing system, two-component silicone adhesive, with excellent weather resistance and structural stability, will have a national consumption of 86000 tons in 2024, accounting for 35% of the total demand for insulating glass adhesive. It is expected that the market size will exceed 2.1 billion yuan by 2025, a year-on-year increase of 16.3%. The proportion of high-end products suitable for super high-rise buildings and special scenarios has increased to 42%.
Performance iteration meets high-end building requirements. With the increasing number of super high-rise buildings and large-span curtain wall projects, the market has put forward higher requirements for the structural strength and extreme environmental resistance of two-component silicone adhesive. Domestic leading enterprises have achieved breakthroughs through formula optimization and technological innovation: the modified two-component silicone adhesive developed by Guangzhou Baiyun Chemical has increased its tensile strength to 1.8 MPa and maintained a fracture elongation of over 500% by adjusting the molecular structure of the crosslinking agent. After undergoing cold and hot cycling tests at -40 ℃~80 ℃, the performance degradation rate is less than 8%. It has been applied to the curtain wall project of Shenzhen Hanjing Financial Center (480 meters high); The low modulus two-component silicone adhesive launched by Hangzhou Zhijiang Organic Silicon has an elastic recovery rate of 98% and can adapt to the thermal expansion and contraction needs of large-sized insulating glass (with a single area exceeding 15 square meters). It has been widely used in the curved curtain wall project of Suzhou Central Plaza. According to industry testing data, the average aging resistance life of domestic two-component silicone adhesive products has reached 35 years in 2024, an increase of 28% compared to 2020, gradually approaching the international advanced level.
Improve the standard system and standardize the development of the industry. In response to the problems of uneven product performance and inconsistent testing methods in the industry, the new national standard "Dual component Silicone Structural Sealant for Hollow Glass" (GB 16776-2024) will be officially implemented in 2024. On the basis of the original standard, three new indicators, "Resistance to Damp Heat Aging", "VOC Limit Value" and "Heavy Metal Content", will be added. The VOC emission limit value is clearly defined as ≤ 100g/L, which is 33% stricter than the old standard. At the same time, the China Association of Building Decoration Materials has launched the "Quality Certification of Two Component Silicone Adhesive Products" work. Enterprises that pass the full performance testing and production process audit can obtain the certification mark. Currently, 32 enterprises have passed the certification, covering 65% of the country's high-end production capacity. The upgrading of standards has driven industry reshuffling, with over 20 small and medium-sized production capacity companies exiting in 2024, further increasing industry concentration. The market share of CR10 (top ten enterprises) has increased from 45% in 2020 to 62% in 2024.
Scene expansion opens up incremental space. In addition to the traditional building curtain wall field, the application of two-component silicone adhesive in special scenarios is gradually breaking through: in the field of photovoltaic building integration (BIPV), its excellent UV resistance and sealing stability have become the core advantages. In 2024, the consumption of two-component silicone adhesive for photovoltaics will reach 12000 tons, a year-on-year increase of 75%. BIPV modules from companies such as Longi and Jinko are all using this type of product; In the field of cold chain logistics, low-temperature flexible two-component silicone adhesive (maintaining elasticity at -60 ℃) has been successfully applied to the sealing of insulated glass in cold storage. The consumption will exceed 8000 tons in 2024, an increase of 40% compared to 2023; In the field of old building renovation, two-component silicone adhesive suitable for replacing existing glass curtain walls, due to its convenient construction and compatibility advantages, will be used in over 6000 tons of old renovation projects in Shanghai, Beijing and other places in 2024, driving industry demand growth.
Industrial chain collaboration enhances supply capacity. In terms of upstream raw materials, domestic enterprises have achieved breakthroughs in key raw material fields such as silane coupling agents and nano calcium carbonate. By 2024, the self-sufficiency rate of silane coupling agents will reach 85%, an increase of 40% compared to 2018, and the proportion of raw material costs will decrease from 68% to 55%; In the field of production equipment, Guangdong Oriental Machinery has launched a fully automatic two-component silicone adhesive production line, which can achieve a raw material ratio accuracy of ± 0.5% and a production efficiency improvement of 50% compared to traditional equipment. Currently, it has been put into operation in 15 leading enterprises. At the same time, enterprises are accelerating their digital transformation. Guangzhou Baiyun Chemical has built a "full lifecycle management platform for adhesives", which enables full monitoring of products from production, transportation to construction through QR code traceability. The product qualification rate has remained stable at over 99.8%.
The combination of policy driven and green transformation. Under the promotion of the "dual carbon" target, many regions have included green building materials in the government procurement priority list. The use rate of two-component silicone adhesive in government investment projects exceeds 80% due to its compliance with low VOC and long-life requirements; At the same time, local subsidy policies are accelerating the promotion of green products. For example, Jiangsu Province provides a subsidy of 2000 yuan per ton for projects using certified two-component silicone adhesive, which will drive a 35% increase in sales of high-end products in the province by 2024. In addition, enterprises are accelerating their green production transformation. Hangzhou Zhijiang Organic Silicon has invested 120 million yuan to build a "zero wastewater discharge" production line. Guangzhou Baiyun Chemical has reduced production energy consumption by 18% through a waste heat recovery system, and the industry's green manufacturing level continues to improve.
Industry experts point out that the two-component silicone insulating glass adhesive industry has entered a mature stage of "quality competition+scene innovation". It is expected that by 2028, the proportion of high-end products in China will exceed 60%, and the demand for emerging fields such as photovoltaics and cold chain will reach 30%; The industry will further focus on the three directions of "high-performance formula research and development", "intelligent production upgrading", and "cross disciplinary standard integration", promoting the development of products towards "longer lifespan, lower emissions, and wider adaptability". Under the protection of performance upgrades and standards, China's two-component silicone insulating glass adhesive industry is expected to gradually transform from "scale leading" to "quality leading", providing key material support for building energy conservation and emerging industry development.
