Silane Technology closed up 7.10% today: focusing on the research, development, and sales of silicon hydrogen materials, committed to serving the R&D and production in new energy and new material-related fields.

On April 7, Silane Technology (920402), a Beijing Stock Exchange-listed company, rose; its closing price was 9.05 yuan per share, up 7.10%.

Tongbi Finance learned that the company is a specialized company engaged in research, development, production, sales, and technical services for silane-based materials, and it is also a specialized enterprise committed to serving the R&D and production in the new energy and new materials-related fields. At present, the company’s main products are hydrogen (industrial/high-purity hydrogen) and electronic-grade silane gas.

The global high-purity silane gas market is expected to reach $1.98 billion in 2026 and break through $3.85 billion in 2036, with a CAGR of 6.9%. The growth rate in the China market is even more significant: the CAGR from 2025 to 2036 is 8.4%, and it has become the world’s largest producer and consumer.

Silane gases include silane (SiH?), dichlorodihydrosilane (DCS), ethylsilane, and others. They are core high-purity materials for fields such as semiconductors, photovoltaics, and display panels. The key demand is concentrated in electronic-grade applications. In 2023, the global electronic-grade DCS market size was about 630 million yuan, and it is expected to reach 970 million yuan by 2030, with a CAGR of 6.3%. In China, the high-purity silane market reached 4.26 billion yuan in 2024; it is expected to surpass 5 billion yuan in 2025 and is expected to reach 12 billion yuan by 2030, with a CAGR of over 18.5%.

The semiconductor sector is the core growth driver. Dense investment in 12-inch wafer production lines boosts demand for high-purity silane and ethylsilane. Because ethylsilane is suitable for GAA transistor structures and silicon-based anode materials, its demand growth rate leads, and it is expected that the CAGR from 2026 to 2030 will reach 12.3%. Demand in the photovoltaic and display sectors remains steady. The adoption of high-efficiency battery technologies such as N-type TOPCon and HJT, as well as higher purity requirements driven by 3D NAND and advanced logic chips, will expand demand for high-purity silane gas. In 2025, global total silane production capacity is expected to reach 450k tons, with China accounting for more than 50%. In the consumption structure, photovoltaic accounts for about 60%, semiconductors 20%, and display panels 12%.

Regarding performance, according to the company’s disclosed 2025 third-quarter report, the company achieved operating revenue of 356.3 million yuan.

(Editor: Liu Chang)

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