The rapid development of new energy vehicles automotive adhesive market welcome machine

On October 30, the reporter learned from the 15th polyurethane Adhesive Technology and information exchange meeting held by the China Adhesive and Adhesive Tape Industry Association in Jinan, Shandong Province that the current new energy vehicle bicycle adhesive has reached 25 kg, which is significantly higher than traditional cars, and the rapid development of new energy vehicles is bringing more development opportunities for the adhesive industry.
In August 2024, the penetration rate of new energy vehicles in China exceeded 50%, and it is expected that the penetration rate of the whole year in 2024 will exceed 40%, and it will reach more than 60% in 2030. With the increase of the three electric system, the continuous innovation of the power battery system and the lightweight design of the body, the amount of glue used in new energy vehicles continues to increase. According to the statistics of the China Adhesive and Adhesive Tape Industry Association, the traditional automobile bicycle adhesive is about 20 kg, and the amount of glue used for the assembly of new energy automobile power battery bicycles has reached 5 kg, so the new energy automobile bicycle adhesive has reached 25 kg.
Under the trend of lightweight, structural parts and welding of new energy vehicles are reduced, which puts forward higher requirements for the amount of glue and adhesive performance. The power battery is known as the "heart" of new energy vehicles, and the adhesive is the "muscle tissue" to achieve the lasting power of the "heart", playing the role of structural bonding, protection, thermal management and so on. Zhu Hongchen, general manager of automotive adhesive industry of Chengdu Sibao Technology Co., LTD., said that adhesives for power batteries need to meet the functional requirements of compatibility with electrolyte resistance, spraying, bonding material adaptability and so on.
LAN Mingming, product manager of Yantai Debon Technology Co., LTD., said that the multi-route development of new energy batteries, the functional demand for adhesives is also undergoing significant changes. The function of polyurethane adhesive products will be flame retardant, lightweight, insulation, heat preservation, low modulus, high strength and other multi-functional evolution, and the development trend of polyurethane adhesive materials will be changed from simple bonding and heat preservation to bonding, heat preservation, insulation, protection, filling and other comprehensive properties.
In Dow (Shanghai) Investment Co., LTD. Pu Asia-Pacific research and development expert Meng Qingwei, adhesive will make new energy vehicles safer, green, environmental protection, energy saving, can make each battery pack weight reduction of 10 to 20 kilograms, not only can improve vehicle safety, strength and durability, but also energy-saving efficiency will be increased by 5% to 10%. The Dow polyurethane thermal solution has been used by more than 10 customers to reduce CO2 emissions by 200,000 tons and will save 900,000 liters of fuel use over the next 10 years.
According to Du Houjun, senior engineer of Shandong North Modern Chemical Industry Co., LTD., with the development of new energy vehicles and the improvement of automotive internal environmental requirements, environmentally friendly polyurethane sealant, reactive polyurethane hot melt adhesive, water-based polyurethane adhesive, flame retardant, thermal conductivity and other functional polyurethane adhesive and lightweight materials such as rubber and plastic composite materials adhesive sealant has good prospects for development. In the future, adhesives for new energy batteries will be the hot spot of polyurethane market competition.