High-End LSR Demand Booms; AI Cooling & New Energy Thermal Ma
Keywords: High-end LSR, thermal conductive silicone, AI data center, EV battery, thermal management, Hongye Silicone
Summary: Demand for high-performance LSR and thermal conductive silicone remains strong; AI server liquid cooling and EV battery thermal management materials are in short supply with obvious premiums.
Details:
Post-holiday demand for high-end functional silicones rebounded strongly. Thermal conductive silicones for AI server liquid cooling and EV battery thermal management are tight, commanding 10%–15% market premiums. Medical-grade LSR, high-temperature resistant special silicone, and low-cyclic EU-compliant products also have steady overseas orders. Hongye Silicone expanded its high-end portfolio with multiple thermal conductive grades, medical biocompatible LSR, and electronic sealing silicones, all with international certifications, increasing share in European, Southeast Asian, and Middle Eastern high-end markets.
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