中国电容器基膜行业发展深度研究与投资趋势预测报告（2025-2032年）

Core Viewpoint - The capacitor base film industry in China is experiencing rapid growth, driven by the expansion of the film capacitor sector, with significant increases in market size and production capacity, surpassing global growth rates. Group 1: Industry Overview - The capacitor base film serves as a crucial dielectric material for film capacitors, impacting their performance and durability, facilitating rapid energy storage, and ensuring stable operation [2] - The industry has established a comprehensive and efficient supply chain, including upstream raw materials like electrical-grade polypropylene and production equipment, midstream manufacturing, and downstream applications in various sectors such as photovoltaics, wind power, and consumer electronics [2] Group 2: Market Growth - The capacitor base film market in China is projected to grow from 1.2 billion yuan in 2019 to 3.6 billion yuan by 2024, with a compound annual growth rate (CAGR) of 24.57%, significantly higher than the global average of 12.89% [8] - Production capacity is also increasing, with output expected to rise from 46,200 tons in 2019 to 113,400 tons in 2024, reflecting a CAGR of 19.67%, again surpassing the global growth rate of 9.94% [8] Group 3: Global Positioning - By 2024, China's market share in the global capacitor base film market is expected to increase from 33.33% to 54.55%, while production share will rise from 34.20% to 52.26%, establishing China as the leading producer globally [11] - This dominant position is attributed to a well-developed supply chain, advancing technological capabilities, and a large consumer market [11] Group 4: Industry Concentration - The market concentration in the capacitor base film industry is increasing, with the top five companies expected to hold a combined market share of 61.6% by 2024, up 2 percentage points from 2023 [13] - Despite this concentration, competition among leading firms remains intense, with market shares of the top companies closely distributed between 10% and 16%, indicating a lack of absolute competitive barriers [13]