Core Viewpoint - Insulation materials play a crucial role in achieving energy efficiency and reducing carbon emissions, aligning with the "dual carbon" goals of the country [2][11]. Group 1: Types of Insulation Materials - Insulation materials can be categorized into four main types: organic insulation materials, inorganic insulation materials, new materials, and composite materials [18][25]. - Organic insulation materials are characterized by their porous structure and low density, making them widely applicable in construction and industrial fields [18][22]. - Inorganic insulation materials feature high porosity and nano-scale pore structures, effectively reducing heat conduction [22]. - New materials focus on optimizing performance through thermal conduction path regulation, radiation suppression, and structural stability [25]. - Composite materials combine two or more materials to enhance overall performance [26]. Group 2: Market Opportunities - The market for insulation materials is projected to exceed hundreds of billions, with new insulation materials rapidly penetrating various sectors [4][32]. - In the power battery sector, the demand for thermal management and flame-retardant insulation materials is expected to surpass 90 million square meters by 2025, corresponding to a market size of approximately 6.3 billion yuan [4][49]. - The building energy-saving market is anticipated to reach 248.5 billion yuan by 2025, with a year-on-year growth of 13.8% [63]. - The oil and gas pipeline insulation materials market is projected to reach 10.96 billion yuan by 2025 [4]. Group 3: Innovations in Insulation Materials - The emergence of super insulation materials, such as aerogels, presents significant industrialization prospects [5]. - Super insulation materials have a thermal conductivity coefficient lower than that of "still air," with room temperature thermal conductivity typically below 0.04 W·m⁻¹·K⁻¹ [5]. - Companies like Zhite New Materials are leveraging AI for material research and development, significantly enhancing performance while reducing costs [5]. Group 4: Specific Applications - In the power battery sector, the use of aerogel insulation materials is expected to grow due to the increasing sales of new energy vehicles and the rising proportion of high-nickel batteries [4][50]. - In the construction sector, insulation materials are crucial for reducing heat loss, with external wall insulation being a primary focus [55][58]. - The oil and gas industry utilizes insulation materials to effectively protect against heat loss during transportation [4][32].
不起火、不爆炸，详解隔热材料数千亿级大赛道（附22页PPT）