证券日报网讯 12月25日，赛特新材在互动平台回答投资者提问时表示，新版冰箱能效国家标准《家用 电冰箱耗电量限定值及能效等级》已于2025年5月30日发布，并将于2026年6月1日正式实施。在家电补 贴政策延续和新能效标准即将落地的双重推动下，VIP在国内家用冰箱领域的渗透率将进一步提升，为 公司产品销售与市场拓展注入强劲动力。公司始终高度重视与投资者的沟通交流，搭建了全方位、多渠 道的沟通互动平台，常态化通过业绩说明会、投资者交流会、上证E互动平台、公司现场调研等线上线 下多元化渠道，与投资者保持良好互动，积极向市场传递公司的价值理念和业务发展动态。公司管理层 始终高度重视全体股东利益，公司将通过持续优化经营效率、加强产品研发和市场拓展努力提升公司的 业绩和内在价值，并通过提高公司透明度和加强投资者关系管理等措施提振公司市场价值。 （文章来源：证券日报） ...

Investment Rating - The report maintains a "Buy" rating for the stocks of the companies involved in the vacuum insulation panel (VIP) industry, specifically for Saitex New Materials and Rising Technology [6]. Core Insights - The introduction of the new energy efficiency standard for household refrigerators is expected to significantly boost the demand for vacuum insulation panels, as the new standards require higher energy efficiency and better insulation materials [2][9]. - The report predicts that the market penetration of new level 1 refrigerators will increase substantially, leading to a corresponding rise in the demand for VIPs [17][20]. Summary by Sections Event Overview - The new energy efficiency standard for household refrigerators was officially released on May 30, 2025, and will be implemented on June 1, 2026. This marks the fifth revision since the first standard was established in 1989 [9][12]. - The new standard significantly raises the energy efficiency requirements compared to the old standard, with level 1 refrigerators under the old standard likely corresponding to level 4 under the new standard [12][13]. Market Opportunities - The new energy efficiency standards present a major opportunity for the VIP industry, as traditional insulation materials will struggle to meet the new requirements [2][14]. - The report estimates that as the penetration of new level 1 refrigerators increases, the demand for VIPs will grow substantially, with potential demand reaching up to 7,543 million square meters if penetration reaches 80% [20][21]. Investment Recommendations - The report highlights two key companies: - **Saitex New Materials**: A leading player in the VIP market with an estimated global market share of 35%. The company has strong partnerships with major refrigerator manufacturers, which positions it well to benefit from the new standards [22][28]. - **Rising Technology**: Engaged in the production of key raw materials for VIPs and has established partnerships that enhance its market position [31]. Demand Elasticity - The report provides a detailed analysis of the demand elasticity for VIPs based on the penetration rates of new level 1 refrigerators, indicating significant growth potential as the market adapts to the new standards [17][20]. Financial Projections - For Saitex New Materials, the report projects profit elasticity based on varying market share scenarios, indicating substantial profit growth as the penetration of new energy-efficient refrigerators increases [28][30]. Industry Trends - The report notes that the shift towards VIPs is driven by the need for better insulation materials that can meet the stringent new energy efficiency standards, highlighting a trend towards innovation in insulation technology [14][16].