破垄断！让“金字塔顶端材料”扎根中国

Core Viewpoint - Polyimide (PI) materials are recognized as one of the most promising engineering plastics of the 21st century, essential for high-tech industries such as aerospace, electronics, and new energy vehicles, and are crucial for breaking foreign monopolies in high-performance polymer materials [1][2][4]. Group 1: Domestic Substitution and Market Potential - The global automotive industry is rapidly transitioning towards green and intelligent technologies, with China's new energy vehicle ownership expected to reach 31.4 million by the end of 2024, accounting for 8.90% of total vehicles [3]. - PI materials are critical for enhancing the safety and performance of lithium batteries, particularly in preventing thermal runaway, which is a major cause of electric vehicle fires [4][5]. - The domestic PI industry has historically relied on imports, with foreign companies holding over 80% of the market share in high-performance electronic-grade PI films [5][6]. Group 2: Company Overview and Achievements - Zhejiang Zhongke Jiuyuan New Materials Co., Ltd. has emerged as a leader in the domestic high-performance PI materials sector, having developed proprietary PI film and slurry technologies to achieve domestic substitution [1][6]. - The company has filed over 180 invention patents, with 85 granted, and has successfully developed PI films and slurries that can operate stably in extreme temperatures from -200°C to 600°C [6][12]. - Zhongke Jiuyuan's PI insulation varnish is the first of its kind to achieve mass production in China, and its water-based silicon-carbon negative electrode PI slurry binder is a global innovation [6][12]. Group 3: Technological Innovation and Market Strategy - The company has adopted a market-oriented R&D model, ensuring that technological advancements align with market needs, which has allowed it to stay ahead in the competitive landscape [15][17]. - Zhongke Jiuyuan has successfully developed PI insulation varnish for 400V and 800V electric motors within two months, establishing exclusive supply agreements with major domestic automotive manufacturers [12][15]. - The global PI market is projected to grow from $5.46 billion in 2024 to $7.6 billion by 2029, with a compound annual growth rate of 6.84%, driven by increasing demand for high-performance materials in various industries [14].