The emergence of new energy vehicles has spurred the race for specialized film materials, and the demand for insulation and flame-retardant functional films has exploded

With the penetration rate of domestic new energy passenger vehicles breaking through 52.9%, the exclusive functional film for electric vehicles has ushered in an incremental blue ocean market. Different from traditional fuel vehicle film materials, new energy vehicle models have multiple special requirements for window film, chassis protective film, and battery pack insulation film: the window film must use non-metallic spectral selection materials to avoid interfering with millimeter wave radar and autonomous driving sensor signals; Special TPU film for chassis and battery pack is coated with flame-retardant, insulating, and heat-insulating composite coatings, with a breakdown dielectric strength of 18-22kV/mm and long-term temperature resistance of -60 ℃~130 ℃. Multiple film material companies have simultaneously launched new energy vehicle film sets, including three major combination products: canopy insulation window film, invisible car body clothing, and battery flame retardant protective film. Industry research shows that the market growth rate of new energy special functional films will reach 21% in 2026, far exceeding the 6.5% growth rate of traditional fuel vehicle films. At the same time, the pre installation matching orders of car companies continue to increase, and film material companies are accelerating the development of customized substrate and coating solutions in sync with OEMs, opening up a new growth curve.