Restructuring of the photovoltaic backsheet film industry pattern, domestic fluorine free and environmentally friendly products seize the global export market

In 2026, the photovoltaic film industry chain will undergo structural changes. Traditional manufacturers in Japan and South Korea will shrink their universal backsheet production lines, while leading domestic enterprises will expand their global market share by leveraging the advantages of integrating the entire industry chain. By 2025, the total export volume of domestic photovoltaic backsheet films will reach 930 million square meters, mainly flowing to photovoltaic bases in Europe and Southeast Asia. The EU's new carbon footprint regulations are forcing companies to fully switch to fluorine free and environmentally friendly formulas. Products with a carbon footprint below 2.8kg CO ₂ eq/㎡ can enter the EU market. Domestic enterprises focus on researching and developing two core technologies: multi-layer co extrusion modification and laser reflective structure. In 2025, the proportion of Chinese applicants for global photovoltaic film related patents will exceed 45% for the first time. The penetration rate of distributed photovoltaic lightweight backsheet film has increased to 14%, and the demand for flame-retardant backsheet in energy storage temperature control scenarios has increased by 32% year-on-year; Mingguan New Materials and other enterprises have shut down heavy asset traditional backboard projects and turned to high value-added OBB intelligent grid special functional films, adapted to BC high-efficiency battery components, and obtained bulk orders from top component manufacturers such as Longi and Aixu. The overall operating rate of the industry has rebounded to 84%, and the gross profit margin of local enterprises has remained stable in the range of 18% -22%.