2023年中国气凝胶行业研究报告：蓝海击水，浪遏飞舟（应用领域篇）（摘要版）

Industry Investment Rating - The report provides a positive outlook on the Chinese aerogel industry, highlighting significant growth potential across multiple application sectors [3][4][5][6] Core Viewpoints - The Chinese aerogel market is experiencing rapid growth, driven by increasing demand in key sectors such as electric vehicle batteries, vehicle fire protection, oil and gas pipelines, and building insulation [3][4][5][6] - The overall aerogel market in China is expected to grow from 60 2 billion RMB in 2022 to 366 4 billion RMB by 2027, with a CAGR of 40 8% [7] - The electric vehicle battery sector is identified as a key growth driver for aerogel demand, with the market expected to reach 59 7 billion RMB by 2027 [3][8] - The oil and gas pipeline sector represents a large-volume market for aerogel applications, with projected growth to 155 billion RMB by 2027 [5][12] Market Analysis by Application Sector Electric Vehicle Battery Sector - The aerogel market for EV batteries grew from 0 2 billion RMB in 2019 to 7 4 billion RMB in 2022, with a CAGR of 252 6% [3] - The market is projected to reach 14 5 billion RMB in 2023 and 59 7 billion RMB by 2027, driven by increasing EV sales and higher adoption of ternary batteries [3][8] - Key growth factors include rising EV sales, cost reduction of aerogel materials, and limited technological breakthroughs in alternative materials [8] Vehicle Fire Protection Sector - The aerogel market for vehicle fire protection grew from 0 3 billion RMB in 2019 to 2 0 billion RMB in 2022, with a CAGR of 78 1% [4] - The market is expected to reach 3 7 billion RMB in 2023 and 19 1 billion RMB by 2027, driven by commercial vehicle sales growth and material substitution [4][11] Oil and Gas Pipeline Sector - The aerogel market for oil and gas pipelines grew from 2 billion RMB in 2019 to 19 billion RMB in 2022, with a CAGR of 102 7% [5] - The market is projected to reach 31 billion RMB in 2023 and 155 billion RMB by 2027, driven by pipeline mileage growth and price reductions [5][12] Building Insulation Sector - The aerogel market for building insulation grew from 2 0 billion RMB in 2019 to 32 1 billion RMB in 2022, with a CAGR of 152 7% [6] - The market is expected to reach 43 6 billion RMB in 2023 and 132 0 billion RMB by 2027, driven by building energy efficiency regulations and material upgrades [6][14] Industry Trends and Drivers - The electric vehicle battery sector is identified as the fastest-growing application for aerogel materials [7][8] - The oil and gas pipeline sector represents a large-volume market with stable demand growth [7][12] - Building insulation is emerging as a significant growth area, driven by energy efficiency regulations and material substitution trends [6][14] - The industry is experiencing capacity expansion, with sufficient supply expected to support market growth in the short to medium term [7]