新能源产业蓬勃发展，上游薄膜电容器市场需求旺盛

Investment Rating - The report indicates a positive investment outlook for the film capacitor industry, driven by the growth in the new energy sector and increasing demand for electronic components [1]. Core Insights - The film capacitor market in China is experiencing robust growth, with a sales revenue of approximately 14.5% year-on-year increase in 2022, reaching about 14.91 billion yuan, and is projected to grow to 22.28 billion yuan by 2027, reflecting an average annual growth rate of 8.4% from 2022 to 2027 [2]. - The market size for film capacitors in China was 12.88 billion yuan in 2022, with expectations to reach 18.14 billion yuan by 2027, indicating a compound annual growth rate of 7.1% over the same period [4]. - The film capacitor industry is characterized by intense competition, with over a hundred manufacturers in China, producing a wide range of capacities from millions to tens of billions of units [1]. Summary by Sections Industry Overview - Film capacitors are essential components in various sectors, including new energy vehicles, photovoltaic systems, and wind power generation, due to their stability, low loss, and high reliability [1]. - The production of film capacitors in China is primarily focused on polyester and polypropylene types, with significant domestic and international market presence [2]. Market Dynamics - The growth of the film capacitor market is closely linked to advancements in the new energy sector and the increasing demand for consumer electronics, which has been further accelerated by government investments in infrastructure and renewable energy [4][5]. - Despite some challenges in traditional applications, the demand for film capacitors is expected to rise due to the ongoing upgrades in consumer electronics and industrial control technologies [5].