As a critical category of advanced chemical materials, the localization substitution of lubricant additives and
the enhancement of their supply chain resilience are vital to the security of high-end manufacturing industrial chains.
This paper focuses on the improvement of supply chain resilience within the context of localization. It first analyzes
the competitive landscape of the global market—where foreign capital dominates high-end segments while domestic
enterprises compete in the mid-to-low-end range—as well as the development opportunities and shortcomings of
China’s industry under policy support. Furthermore, grounded in supply chain resilience theory, the paper explores
the interactive mechanisms between localization and resilience building, and provides a deep deconstruction of
challenges such as external cost volatility, technological blockades, insufficient internal R&D capabilities, and low
industry concentration. Finally, feasible paths to enhance supply chain resilience are proposed through technological
innovation drivers, industrial synergy, and diversified supply chain layouts, aiming to facilitate the high-level
localization of the lubricant additive industry.