Green transformation and scenario breaking: exploring new development paths for the two-component silicone insulating glass adhesive industry

Since 2025, the two-component silicone insulating glass adhesive industry has shown development characteristics of "breakthroughs in green technology, expansion of scene applications, and innovation breakthroughs for small and medium-sized enterprises" driven by the deepening of the "dual carbon" target and emerging demand. As the core material of insulating glass sealing systems, the market size of two-component silicone insulating glass adhesive in China will reach 1.98 billion yuan in 2024, a year-on-year increase of 15.6%. Among them, the proportion of bio modified products will increase to 18%, and the sales of low-temperature special products will increase by 62%. The industry is accelerating its transformation from the traditional construction field to a diversified and low-carbon direction.
Green raw material innovation promotes the landing of low-carbon products. For a long time, the production of two-component silicone adhesive has relied on petroleum based raw materials with high carbon emission intensity. In recent years, the industry has accelerated the research and development of bio based raw material substitution and green processes: Zhejiang Huafeng Chemical, in conjunction with the Ningbo Institute of Materials Science and Technology of the Chinese Academy of Sciences, has developed a two-component silicone adhesive with a bio based content of 35% using bio based siloxanes extracted from plants as raw materials. The VOC emissions of the product are as low as 58g/L, which is 42% lower than traditional products, and core performance indicators such as tensile strength and elastic recovery rate remain stable. Currently, a 10000 ton/year production line has been built, and it will be mass-produced in the Hangzhou Asian Games Village supporting project in 2024; Shandong Lianchuang Co., Ltd. innovatively adopts the production mode of "photovoltaic power supply+waste heat recovery", reducing carbon emissions in the production process of two-component silicone adhesive by 28%. Its low-carbon products have passed the international EPD environmental product declaration certification, and its export market share to Europe will increase by 55% in 2024. At the policy level, many regions have included bio based two-component silicone adhesives in the green building materials procurement list. For example, Fujian Province provides a subsidy of 1800 yuan per ton for projects using such products, which will drive a 40% increase in green product sales in the province by 2024.
Expanding emerging scenarios opens up incremental space. In addition to the traditional building curtain wall field, the demand for low-temperature environments, special buildings and other scenarios is rapidly rising, driving product iteration towards functionalization. In the low-temperature scenario field, Harbin Senying Window Industry, in conjunction with Liaoning Lv's Chemical Industry, has developed "ultra-low temperature two-component silicone adhesive" for cold regions such as Northeast and Northwest China (with a minimum temperature of -40 ℃ in winter). Through molecular structure optimization, the product maintains good elasticity at -45 ℃, with a fracture elongation rate of 480%. After 1000 cold and hot cycle tests, the performance degradation rate is less than 10%. In 2024, the sales volume of barrier housing projects in cities such as Changchun and Urumqi exceeded 8000 tons; In the field of special construction, for scenarios such as data centers and clean rooms that require strict sealing performance, Guangdong Saite Group has launched "low volatility two-component silicone adhesive", with a volatile organic compound release (TVOC) of less than 100 μ g/m ³, which meets the international ISO 16000 indoor air quality standard. In 2024, it will be applied in projects such as Huawei Dongguan Songshan Lake Data Center and Shanghai Zhangjiang Biomedical Industrial Park, with sales increasing by 78% year-on-year; In the field of rural construction, the demand for economical two-component silicone adhesive suitable for energy-saving renovation of rural houses is increasing. The low-cost product developed by Shandong Yulong Polymer has a price 25% lower than high-end products, while meeting basic sealing and weather resistance requirements. In 2024, the amount used in rural house renovation projects in Shandong, Henan and other places will exceed 12000 tons.
Small and medium-sized enterprises focus on segmented markets to achieve innovative breakthroughs. Faced with the competitive advantage of top enterprises in the high-end construction field, small and medium-sized enterprises have opened up market space by focusing on segmented needs and optimizing service models. Jiangsu Aolaite New Materials focuses on the maintenance of old building glass curtain walls and has developed a "non dismantling compatible two-component silicone adhesive" that can achieve good compatibility with existing sealants. During construction, old glass does not need to be removed, greatly reducing renovation costs. By 2024, its market share in old renovation projects in Nanjing, Wuhan and other places will reach 35%; Hunan Jindian New Materials has launched a "flexible production+fast delivery" service to meet the "small batch, multi batch" procurement needs of small and medium-sized door and window enterprises. The minimum order quantity has been reduced to 50kg, and the delivery cycle has been shortened to 3 days, improving efficiency by 60% compared to the industry average. The number of customers will increase by 82% in 2024; Zhejiang Yonggu Adhesive Industry is deeply cultivating the county-level market by establishing a "county-level distributor+technical service station" model to provide free construction training and testing services for local door and window enterprises. By 2024, its sales proportion in the county-level markets of Zhejiang and Anhui will increase to 48%.
The coordinated improvement of the industrial chain supports the development of the industry. In terms of upstream raw materials, domestic enterprises have continued to make breakthroughs in key raw material fields such as special silane coupling agents and nano reinforcing fillers. In 2024, the self-sufficiency rate of special silane coupling agents reached 88%, an increase of 45 percentage points from 2020, and the cost of raw materials decreased by 15%; In the field of testing and certification, China National Building Material Inspection and Certification Group (CTC) has launched the "Rapid Testing Service for Two Component Silicone Adhesive", which uses near-infrared spectroscopy technology to achieve rapid screening of product performance in 30 minutes, improving testing efficiency by 90%. By 2024, it will serve over 200 small and medium-sized enterprises; In the field of equipment supply, Guangdong Keda Intelligent Equipment has developed a "fully automatic two-component silicone adhesive production line" that can automatically switch formulas and upload production data in real time, adapting to the needs of small batch production of multiple varieties. By 2024, its penetration rate in small and medium-sized enterprises will increase by 32%.
Optimizing the standard system to standardize industry development. In 2024, the China Building Glass and Industrial Glass Association released the "Green Evaluation Specification for Two Component Silicone Hollow Glass Adhesive", which sets evaluation indicators for the entire life cycle of raw materials, production, and application, and clarifies key parameters such as biobased content and carbon emission intensity; At the same time, in response to the demand for emerging scenarios, the industry has launched the development of group standards such as "Technical Requirements for Low Temperature Environment Two Component Silicone Hollow Glass Adhesive" and "Application Guidelines for Data Center Special Two Component Silicone Adhesive", which are expected to be officially implemented in 2026. The improvement of standards promotes industry reshuffle, and by 2024, more than 30 small and medium-sized production capacity companies that do not meet environmental and quality requirements will exit. The industry concentration will further increase, and the CR10 (top ten enterprise market share) will increase from 60% in 2020 to 68% in 2024.
Industry experts point out that the two-component silicone insulating glass adhesive industry has entered a new stage of development of "green innovation+scene segmentation". It is expected that by 2028, the proportion of bio based products will exceed 30%, the demand for low-temperature and special scenarios will reach 25%, and the market share of small and medium-sized enterprises in segmented markets will increase to 35%. In the future, the industry will focus on three major directions: optimizing the performance of bio based raw materials, developing segmented scenario products, and promoting collaborative innovation among small and medium-sized enterprises. This will drive the development of products towards lower carbon, more precise, and more cost-effective options, providing material support for building energy conservation and emerging industries.