2026-07-28 16:05:08
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In the past decade, China's insulation industry has achieved leapfrog development under the dual drive of the new energy revolution and high-end manufacturing upgrading. The market size has steadily increased from 6.354 billion yuan in 2016 to 13.309 billion yuan in 2025, with an average annual compound growth rate of 8.56%. It is expected to exceed 165 billion yuan in 2026, with the new energy sector contributing over 35% of the incremental growth. The popularization of high-voltage platforms for electric vehicles has driven the value of insulation components for bicycles to jump from 320 yuan to 1500 yuan. High end materials such as polyimide film and ceramicized silicone rubber are widely used in power batteries; The fields of photovoltaics and wind power have driven a surge in demand for POE film and weather resistant silicone rubber. Ultra high voltage transmission projects are accelerating the replacement of traditional porcelain/glass insulators, and composite insulation materials have become mainstream. Significant breakthroughs have been made in localization, with companies such as Guangxin Technology achieving independent core technologies such as adhesive free paper screws and low adhesive mica tape VPI processes. The market size of ultra-high voltage insulation materials is expected to exceed 20 billion yuan by 2025, but high-end resin based materials and high-frequency low dielectric substrates still rely partially on imports. The industry is shifting from scale expansion to quality improvement, and environmental regulations and performance standards are forcing a green transformation, forming a complete industrial chain covering research and development, manufacturing, and application. However, there are still bottlenecks in specialized equipment and high-purity raw materials.