Driven by environmental protection policies, waterborne silicone coatings have ushered in multiple market opportunities, and their core development trends are deeply aligned with policy orientations:

1. Policies and regulations strengthen environmental protection thresholds
‌Mandatory standards upgrade‌
The new national standard implemented from June 2026 integrates the limits of harmful substances in architectural and industrial coatings, and has stricter control over VOCs, benzene series, etc., and promotes the industry to eliminate highly polluting solvent-based products‌.

Waterborne interior wall coatings have been included in the CCC mandatory certification catalog in July 2025, requiring the certification mark to be marked before they can be sold, raising the market entry threshold‌.
‌VOC emission reduction targets are clear‌
Policies such as the "Work Plan for Deepening the Prevention and Control of Volatile Organic Compounds" list waterborne coatings as the core means of source emission reduction, directly driving the demand for low-VOC coatings‌.

2. Performance advantages of water-based silicone coatings
‌Outstanding environmental protection characteristics
With water as the solvent, VOC emissions are significantly lower than those of traditional solvent-based coatings, which meets the limit requirements for harmful substances in HJ 2537-2014 environmental labeling products.
Non-toxic and odorless, it has passed the green environmental protection certification and has high construction safety.
‌Functionality meets high-end needs
The temperature range is -40℃~150℃, and the UV resistance is excellent (gloss retention rate exceeds 85% in 20 years);
It has elastic waterproof, chemical corrosion resistance (acid/alkali/salt) and breathable and mildew-proof characteristics, suitable for complex scenes such as buildings, bridges, and new energy equipment.

3. Market growth drivers
‌Industry green transformation is accelerating
The coating additive industry is upgrading to an environmentally friendly type, and the market size will reach 53.959 billion yuan in 2024 (a year-on-year increase of 5.27%), and the demand for water-based/solvent-free additives will become the main growth point.
70% of the new production capacity focuses on environmentally friendly high-performance coatings, and enterprises improve their competitiveness through technological iteration. ‌Application scenarios continue to expand‌
‌Construction field‌: Mandatory certification promotes the popularization of water-based interior wall coatings, and the penetration rate of silicone modified products in waterproof and exterior wall fields has increased‌.
‌Industrial field‌: Electronic appliances rely on its insulation (volume resistivity>10¹⁴Ω·cm), and corrosion-resistant coatings are used in the automotive and shipbuilding fields‌.

4. Challenges and breakthrough directions ‌Cost and adhesion issues‌
Pure silicone resin is relatively expensive and has weak natural adhesion, which needs to be solved through modification technology (such as silicone rubber-epoxy resin interpenetrating network to improve mechanical properties)‌.
‌Technology upgrade to cope with overcapacity crisis‌
The industry's capacity utilization rate is less than 20%, and companies need to avoid homogeneous competition by developing differentiated high-performance products (such as marine anti-corrosion and new energy refractory coatings).