1.Global market demand: from "component procurement" to "system performance upgrades"
(1)New energy revolution drives structural growth
The annual demand growth rate for ceramic guide rails in the photovoltaic field exceeds 40%, and ceramic diaphragms for hydrogen electrolyzers have become a trillion-dollar market. Demand for ceramic electrolytes in solid-state batteries is exploding, with the global market size expected to exceed $8 billion by 2026.
(2)High-End manufacturing upgrades spur precision demand
Semiconductor equipment ceramic components have huge potential. Aerospace ultra-high temperature resistant ceramic composite materials have become a strategic battleground.
(3)Sustainable development drives industrial innovation
The EU Carbon Border Adjustment Mecha...