Core Viewpoint - The article discusses the advancements and applications of supercritical drying technology in the production of aerogels, highlighting its maturity and prevalence in the industry, particularly in China [2][3]. Group 1: Supercritical Drying Technology - Supercritical drying technology is the earliest and most mature method for bulk production of aerogels, commonly using carbon dioxide as the drying medium [2]. - The core equipment for this technology is a high-pressure vessel, typically operating at pressures of 7 to 20 MPa, which is complex and has high operational and maintenance costs [2]. - There is no significant difference in product performance between silica aerogels produced by supercritical drying and atmospheric drying, as both can meet technical specifications [2]. - Supercritical drying technology is more mature for non-silica aerogel production, and its efficiency, safety, and process adaptability are highly dependent on the reliability of the equipment system [2]. - New entrants in the aerogel industry often choose supercritical processes due to lower technical barriers when reliable equipment is provided, despite the higher investment costs associated with atmospheric drying technology [2]. Group 2: Company Focus - Shijianjia Technology specializes in the development and application of supercritical fluid technology, focusing on supercritical drying and extraction equipment [3]. - The company's supercritical dryer is designed specifically for aerogel drying, featuring an integrated design that occupies less space and operates fully automatically, with precise control over pressure and flow rates [3]. - The dryer is utilized by several renowned aerogel research institutions in China, including the Suzhou Institute of Nano-Tech and Nano-Bionics, Tsinghua University, and Xi'an Jiaotong University [3]. Group 3: Upcoming Events - The Fourth Advanced Gel Materials and Industrial Applications Forum will be held from October 21-23 in Suzhou, where Shijianjia Technology will showcase its new product, the fully automatic supercritical dryer SCD-380A [6]. - The SCD-380A features a 10-inch touchscreen for operation, automated control of the drying process, and can handle various samples, including MOFs, gels, biological samples, and wafers [6].

Core Viewpoint - The aerogel industry is experiencing unprecedented growth opportunities driven by the development of the new energy vehicle sector and the implementation of green building policies, with a significant market potential in the trillion-yuan range [2][3]. Group 1: Industry Opportunities - The aerogel market is expected to expand significantly due to the safety requirements of new energy vehicle batteries and the demand for green buildings [2]. - Major battery manufacturers, including CATL and Guoxuan High-Tech, are procuring aerogel products for thermal insulation in electric vehicle batteries [2]. - Various local governments have included aerogel materials in their green building material recommendations, indicating strong policy support for the industry [2]. Group 2: Company Developments - As of August 27, 2025, there are 3,263 registered companies related to aerogels, with a concentration in economically developed regions [3]. - The top five provinces for aerogel company registrations are Jiangsu (558), Hebei (357), Guangdong (345), Zhejiang (243), and Shandong (241), accounting for 53.45% of the total [3]. - Domestic aerogel production capacity exceeds 200,000 cubic meters, with several leading companies entering the market, including China Chemical and Morning Light New Materials [3]. Group 3: Production Capacity and Investments - Hualu New Materials plans to build a production base with an annual capacity of 300,000 cubic meters of silica-based aerogel composite materials, with a total investment of approximately 5 billion yuan [4]. - Aerospace Wujing has an annual production capacity of 20,000 cubic meters and aims to establish the first national standard for aerogel composite glass [5]. - Morning Light New Materials has the largest planned capacity in China at 77,000 tons, with multiple production bases under development [6]. Group 4: Future Projects and Expansion - Various companies are planning significant expansions, such as Aibihai, which aims to increase its production capacity by 125% through new projects [5]. - Nanotech has a current capacity of 36,000 cubic meters per year and plans to build additional projects to reach a capacity of 200 million aerogel insulation sheets [8]. - Lingwei New Materials has initiated a project to achieve an annual capacity of 20,000 tons of ultra-fine silica aerogel products, with full production expected by 2027 [9].

Core Viewpoint - The article highlights the critical safety concerns associated with lithium-ion batteries, particularly the risk of thermal runaway, and emphasizes the new national standard GB 38031-2025, which significantly raises safety requirements for battery packs, creating a billion-dollar market for advanced thermal insulation materials like aerogels [2]. Group 1: Industry Standards and Market Impact - The new national standard requires battery packs to remain non-flammable and non-explosive within 2 hours after a single cell experiences thermal runaway, with all monitoring points maintaining temperatures below 60℃, increasing safety requirements by 24 times [2]. - This regulatory change is expected to lead to a reshuffling in the industry, favoring companies that proactively invest in safety technologies [2]. Group 2: Aerogel as a Solution - Aerogels, known for their ultra-low thermal conductivity of 0.015-0.019 W/(m·K), are identified as the most effective thermal insulation materials currently available, significantly reducing the risk of fire from battery issues [2]. - Companies like BYD are increasingly adopting pre-oxidized fiber aerogel insulation sheets and ceramic aerogel insulation sheets to enhance the safety of electric vehicles [2]. Group 3: Key Players in the Aerogel Market - Zhejiang Yangu Technology Co., Ltd. has invested 800 million yuan in a silica aerogel project, aiming for an annual production capacity of 4 million square meters of aerogel composite materials [3]. - Shenzhen Zhongning Technology Co., Ltd. is recognized as a national-level specialized and innovative enterprise, leading the push for aerogel industrialization in China [6]. - Jiangxi Hongbai New Materials Co., Ltd. has established a production base with an annual capacity of over 10 million pieces of battery insulation pads, reflecting the growing demand in the new energy market [8]. Group 4: Emerging Technologies and Innovations - Companies are developing a range of aerogel products, including flexible aerogel insulation mats and fireproof pads, to meet the increasing demands for safety in high-temperature applications [54]. - The article mentions that the aerogel industry is witnessing significant technological advancements, with companies focusing on creating high-performance aerogel products that can withstand extreme temperatures and provide effective insulation [37][58]. Group 5: Upcoming Events - The 6th Thermal Management Industry Conference and Exposition will take place from December 3-5, 2025, in Shenzhen, focusing on thermal management materials and technologies, including aerogels [86].