高性能结晶性多孔高分子材料

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【基础化工】COFs:高性能结晶性多孔高分子材料,新能源等领域应用前景可期——COFs行业动态报告(赵乃迪/蔡嘉豪)
光大证券研究· 2025-07-17 14:31
Core Viewpoint - The article discusses the advancements and industrialization of Covalent Organic Frameworks (COFs), highlighting their unique properties and applications across various fields, including energy, environmental management, and biomedicine [2][3][4]. Group 1: COFs Structure and Properties - COFs are crystalline porous polymers formed by organic molecules linked through covalent bonds, featuring high surface area and thermal stability [2]. - They can be categorized into two types: two-dimensional (graphene-like) and three-dimensional (diamond-like), allowing for precise structural tuning [2]. - COFs exhibit advantages such as lightweight, high porosity, and customizable functionality, making them suitable for various applications [2]. Group 2: Applications of COFs - In the energy sector, COFs serve as efficient electrode materials, significantly enhancing battery energy conversion efficiency [3]. - For environmental applications, COFs provide innovative solutions for water treatment and air purification due to their high adsorption selectivity and capacity [3]. - In biomedicine, COFs enable targeted therapy through their high drug loading capacity and controlled release characteristics [3]. - COFs also excel in gas separation and storage, effectively capturing and enriching specific gases due to their ordered pore structures [3]. Group 3: Industrialization and Market Potential - The global demand for COFs is rapidly increasing, with the solid-state battery COFs market projected to grow from $0.05 billion in 2024 to $0.61 billion by 2031, reflecting a CAGR of 35% [4]. - Baolidi, a leading domestic COFs manufacturer, currently has a production capacity of 10 tons per year, with plans to expand to 200 tons per year [4]. - The company has achieved solvent-free large-scale production through a partnership with Nankai University, focusing on applications in nuclear waste treatment and VOCs management [4]. - Contemporary players like CATL are also pursuing COFs industrialization, applying for patents in battery separator applications, indicating a competitive landscape [4].