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].

Core Viewpoint - The article highlights the establishment of a new project by Zhengzhou BoRui Technology Co., Ltd. focused on producing coated thermal insulation sheets for energy storage batteries, marking a significant step for the company into the new energy vehicle industry [1][3]. Group 1: Project Overview - The project is located in the advanced manufacturing development zone of Gongyi City, Zhengzhou, with a total investment of 10 million yuan and a construction period of 24 months [2]. - The project aims to produce 100,000 square meters of thermal insulation sheets annually, utilizing key raw materials such as aerogel insulation felt and water-based coatings [2]. - The production process includes several steps: aerogel felt preparation, coating, drying, die-cutting, and packaging [2]. Group 2: Company Background - Zhengzhou BoRui Technology Co., Ltd. was established on March 20, 2024, with a registered capital of 10 million yuan and is a wholly-owned subsidiary of Gongyi Fanrui Yihui Composite Materials Co., Ltd. [3]. - The project signifies Fanrui Yihui's official entry into the new energy vehicle supply chain from the battery industry chain [3]. Group 3: Industrial Development - The Fanrui New Materials Industrial Park's first phase has commenced, covering an area of 285.59 acres with a total construction area of 204,096 square meters [4]. - The first phase will include a research and testing center, cutting and packaging production lines for aerogel felt, and a logistics center [4]. Group 4: Strategic Focus - Fanrui Yihui is concentrating on the aerogel industry chain, expanding into downstream processing and upstream felt manufacturing, aiming for a vertically integrated supply chain to reduce operational costs and enhance product value [5]. - The company is actively exploring global market opportunities through collaborations with major automotive industry players like Volkswagen and Toyota [5]. Group 5: Innovation and Ecosystem - The chairman of Fanrui Yihui, Yao Dongjia, emphasized the establishment of a new materials industry layout based on silicon-based composite materials, integrating production, learning, research, and application [6]. - The goal is to create a comprehensive ecosystem for new material research, production, and application, positioning the industrial park as a leading facility in China [7].