Core competitiveness of two product lines
1. Colorful functional decorative film: Aiming at architectural decoration, high-speed rail aircraft interior, high-end home and other scenes, we have developed environmentally friendly decorative materials with high weather resistance, antibacterial and mold resistance, and customization, breaking the limitations of traditional building materials of "high pollution and low life". It adopts the self-developed multi-layer coextrusion process to achieve nanometer level thickness control (tolerance ± 0.05 μ m), and the product has both high light transmittance (≥ 92%) and weather resistance (UV aging resistance over 10 years). In the field of architecture, it can replace traditional ceramic tiles and stones for curtain walls and indoor partitions, reduce the construction cost by more than 30%, and the appearance can be customized to fit different architectural styles, adding unique charm to the building; In the field of transportation, the antibacterial film used in high-speed rail and Aircraft Interiors has passed the EU REACH certification, and is resistant to disinfectant wiping for more than 100000 times, which can effectively ensure the health and safety of public transport interiors. At the same time, the production process has no VOC emissions, and the materials can be recycled and reused, which conforms to the European Union RoHS standard and shows the environmental protection characteristics.
2. Functional PVDF film: Aiming at strategic emerging markets such as lithium batteries of new energy vehicles, photovoltaic backboards, energy storage systems, etc., it produces ultra-thin high-performance fluorine films with a thickness of ≤ 3 μ m, and its technology is benchmarked with international giants such as Toray Japan and akoma France, helping the domestic substitution process. In the field of lithium batteries, the PVDF membrane coating material with electrolyte corrosion resistance has been developed, which can improve the battery cycle life to more than 2000 times; In the photovoltaic field, the self-developed three-layer composite PVDF membrane has a water vapor transmission rate (WVTR) ≤ 0.01g/(m ² ? day), weather resistance of more than 25 years, and its performance surpasses that of DuPont Tedlar membrane. The film has an annual capacity of 80million square meters, which can meet the demand of about 10GW photovoltaic modules or 20gwh lithium batteries. It is expected that the annual output value will exceed 1.5 billion yuan in 2027, which will provide a solid material support for the development of the new energy industry.
About colorful functional decorative film and functional PVDF film
The colorful functional decorative film market is steadily expanding, reaching 710million yuan in 2024, and is expected to exceed 850million yuan in 2030. The driving force for growth is the replacement demand of more than 50billion yuan per year generated by the renovation of existing buildings, the green policy to promote the proportion of VOC free decorative film in new projects from 12% in 2020 to 28% in 2024 (45% in 2030), and customized consumption to promote the rise of c2m mode, and the customer unit price increased by 30%.
At the technical level, the colorful functional decorative film has achieved multiple breakthroughs: the nano coating technology has made the salt spray resistance test up to 1000 hours (twice the national standard), and the cost has been reduced by 40%; The adhesive free back glue technology can improve the construction efficiency by 5 times and expand to the emergency reconstruction scene. Although facing the pressure of PET film replacement, it has maintained a premium of more than 60% in the high-end market by virtue of its antibacterial and impact resistance properties.
The scale of functional PVDF film market will reach 3.23 million tons in 2025 and 3.85 million tons in 2030. The core growth came from the lithium battery field (the annual demand increased by 55%), the penetration rate of photovoltaic backplane increased from 18% in 2020 to 35% in 2024, and the annual demand for energy storage increased by 40%. Technically, the longitudinal stretching process improves the performance, the single line production capacity is 20% higher than that of international competitive products, and the cost is reduced by 18%, and the environmental compliance technology is broken through.
PVDF film has broad prospects in nanofiltration and biopharmaceutical fields in the future, and the proportion of production capacity in Southeast Asia has increased. The dual membrane synergy promotes the upgrading of the industrial chain, and improves the building energy efficiency by 40% in the BIPV project. It has been applied in the demonstration project of xiong'an new area, and the upstream materials, midstream equipment and downstream applications have achieved collaborative development.
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