Research on the Development Trend of Chemical New Materials in the New Energy Field

The "Research on Chemical New Materials for Ten Key Sectors" focuses on the development trends of chemical materials for new energy applications. The report to the 20th National Congress of the Communist Party of China explicitly proposed "accelerating the establishment of a clean, low-carbon, safe, and efficient new energy system," systematically deploying strategic tasks to "adjust and optimize industrial, energy, and transportation structures." President Xi Jinping's "Four Revolutions, One Cooperation" energy security strategy provides fundamental guidance for the high-quality development of the new energy industry, marking a new phase of systemic restructuring in China's energy development. New energy encompasses diverse forms such as solar, wind, biomass, hydrogen, geothermal, marine, and nuclear energy. It serves as a core pillar for driving energy structure transformation and achieving carbon peak and carbon neutrality goals, holding strategic significance for safeguarding national energy security and promoting green economic and social development.
The new energy industry faces dual pressures from harsh environmental conditions and performance challenges. Wind turbine blades must withstand strong wind loads and rain corrosion, photovoltaic modules need to endure extreme temperature ranges of-40°C to 85°C along with UV radiation, while energy storage devices require both high-temperature stability and long cycle life. Traditional metal materials and conventional plastics struggle to meet the demands for high reliability, extended lifespan, and low-carbon solutions in new energy equipment, becoming a critical bottleneck hindering industrial upgrading.
Chemical new materials, with their customizable superior properties—including high-temperature resistance, high conductivity, high insulation, lightweight strength, recyclability, and intelligent responsiveness—have become the cornerstone for overcoming technological bottlenecks in the new energy sector. From engineering and specialty engineering plastics to solid-state electrolytes and high-performance composites, these materials not only significantly enhance equipment performance but also reduce lifecycle costs, driving industrial transformation toward greener and more advanced development. As a key driver for the new energy industry's transition to efficiency, safety, and low-carbon solutions, chemical new materials are accelerating their evolution toward high-end breakthroughs, green circularity, customized adaptation, and intelligent upgrades, providing robust material support for building a new energy system.
This paper examines the current status of China's wind power, photovoltaic, and hydrogen energy industries, systematically reviews the application of key chemical products across these sectors, and analyzes the bottlenecks hindering industrial development. It proposes innovative strategies, including focusing on core technology breakthroughs, advancing green and low-carbon transformation, and enhancing industrial chain collaboration, to provide scientific decision-making references for promoting high-quality industry development.
I. Strategic Necessity of Developing New Chemical Materials for New Energy Applications (1) Supporting Energy Structure Transformation and Consolidating the Foundation for Achieving the "Dual Carbon" Goals The core mission of the new energy industry lies in replacing traditional fossil fuels and promoting the transition to a clean, low-carbon energy structure, a process that relies heavily on technological support from chemical materials. In the photovoltaic sector, materials such as ethylene-vinyl acetate copolymer (EVA), polyolefin elastomer (POE) encapsulation films, polyvinylidene fluoride (PVDF), and polyethylene terephthalate (PET) backsheet films serve as critical technological carriers that ensure high-efficiency photoelectric conversion, weather resistance, corrosion resistance, moisture barrier properties, and extended service life of photovoltaic modules. High-performance resin composites (e.g., epoxy resin, vinyl ester resin) used in wind turbine blades achieve weight reduction and further minimize the carbon footprint of new energy products throughout their lifecycle through lightweight design and recyclability optimization. Enhanced weather resistance and improved moisture barrier performance in photovoltaic module encapsulation materials significantly extend module lifespan. These material innovations provide essential material support for achieving China's "Dual Carbon" goals.
(II) Advancing High-End Industrial Upgrading and Strengthening Supply Chain Security Chemical new materials in the new energy sector serve as the cornerstone for China's transition from a petrochemical giant to a global leader, while also addressing industrial underdevelopment and ensuring supply chain security. Traditional chemical industries have long grappled with overcapacity, product homogeneity, and low value-added challenges. In contrast, chemical new materials for new energy applications represent high-value, high-tech products that drive the chemical industry's shift from bulk production to premium manufacturing. By 2025, China's chemical new materials output value is projected to exceed 1.5 trillion yuan, marking an 110% increase from 2020. New energy materials (including lithium battery separators, photovoltaic encapsulation films, and wind turbine blade resins) have emerged as the fastest-growing segment, injecting strong momentum into industrial restructuring. Amid global supply chain restructuring, domestic control in new energy sectors directly impacts national industrial security. Previously, China relied on imports for core materials like T1000-grade ultra-high-strength carbon fiber and lithium battery separator substrates. Recent technological breakthroughs have achieved industrial-scale production of T1000-grade carbon fiber, domestic production of lithium separator substrates exceeding 90%, and technological advancements in high-end polyolefins. These innovations not only establish a complete "materials-module-terminal products" supply chain system for new energy but also enhance industrial resilience through coordinated innovation across "materials-equipment-systems".
(3) Driving Technological Breakthroughs and Building a Collaborative Innovation Ecosystem for Industry-University-Research Synergy. The R&D and application of chemical new materials in the new energy sector serve as a key driver for multidisciplinary technological innovation and deep integration of industry, academia, and research. These technological breakthroughs span cutting-edge fields including chemical engineering, polymer science, biotechnology, and materials science, requiring cross-disciplinary collaboration to overcome "bottleneck" challenges. The robust demand from the new energy industry provides clear direction and momentum for innovation. Meanwhile, the development of chemical new materials for new energy applications has attracted substantial investment and talent, fostering the establishment of innovation platforms and refining industry-academia-research collaboration mechanisms. Through joint efforts by enterprises, universities, and research institutions to tackle "bottleneck" materials, the transition from laboratory to industrial application has been accelerated. This not only elevates China's technological capabilities in chemical new materials but also lays the foundation for technological iteration in the new energy sector.
(4) Enhancing Global Competitive Edge to Adapt to the New Global Green Economy Landscape. As the global green economy accelerates its development, chemical-based new energy materials have emerged as a pivotal sector in international competition. Policies like the EU Carbon Border Adjustment Mechanism (CBAM) pose significant challenges to high-carbon chemical exports, while the low-carbon nature of new energy materials effectively circumvents trade barriers. Meanwhile, China's technological leadership in this field is driving the entire industrial chain to expand globally. With advantages in wind turbine blade materials, photovoltaic encapsulation films, and lithium battery components, China's technological and production capabilities enable these materials to accompany new energy module exports worldwide, thereby strengthening its influence in the global new energy industry value chain.
II. Current Status of Chemical New Materials in China's New Energy Sector (1) Wind Energy Industry As of November 2025, China's cumulative installed wind power capacity reached 602.64 GW, accounting for 15.89% of the nation's total power generation capacity. The wind energy industry comprises three key segments: upstream raw material production, midstream component manufacturing and turbine assembly, and downstream operation. Chemical materials are primarily used in critical components such as blades, nacelles, and towers, with core requirements focusing on lightweight, high-strength, and weather-resistant properties to enhance power generation efficiency and service life. Chemical new materials are mainly applied in blade manufacturing.
1. Blade Material Composition: A wind turbine blade primarily consists of an outer shell, main girder, web, core material, and protective coating. For blades exceeding 90 meters in length, carbon fiber is typically used for the girder, girder cap, and web, while smaller or extra-large blades may incorporate localized carbon fiber reinforcement with the remainder made of fiberglass. Due to the high cost of carbon fiber and the continuous improvement in the performance of high-strength glass fibers, the market penetration rate of carbon fiber has slowed. Structural adhesives, which serve as critical bonding materials for blades, main girders, and webs, are predominantly epoxy resin-based. Core materials include balsa wood, polyvinyl chloride (PVC), polyethylene terephthalate (PET), polyetherimide, and styrene-acrylonitrile copolymers. Currently, mainstream wind turbine blades use balsa wood as the primary core material with PVC foam as an auxiliary component. However, the rapid increase in balsa wood prices has led to PET foam becoming a new trend. The coating structure mainly consists of putty, primer, and topcoat. Polyurethane coating systems, known for their strong adhesion and oil/wear resistance, are the most widely used, while fluorocarbon coatings are applied in more demanding environments. Solvent-based polyurethane systems currently dominate the market, but with rising environmental standards, there is a growing shift toward water-based polyurethane systems and bio-based coatings.
2. Cabin Materials The cabin is primarily composed of mechanical components and protective casings. Synthetic lubricating greases (typically high-grade polyalphaolefin base oils, PAO), sealants, and coatings are used to ensure the operation and sealing of mechanical components within the cabin. Epoxy resin is mainly applied to the cabin casing section.
3. Tower and Foundation Materials Tower and foundation structures are diverse, particularly offshore foundation structures, including single pile, jacket, multi-pile, and floating types. Tower and foundation structures are primarily made of metal materials, with chemical products mainly applied in inner and outer coatings and grouting materials.
4. Cable Materials Cables are categorized into inter-tower cables, collector cables, and transmission cables. The primary materials include cross-linked polyethylene (XLPE), ethylene-propylene rubber, and PVC. Currently, XLPE is the predominant high-end material for submarine cables in China's offshore wind energy projects, while most high-voltage and ultra-high-voltage materials are imported.
(2) Photovoltaic Industry As of November 2025, China's cumulative installed solar power capacity reached 116.12 GW, accounting for 30.61% of the nation's total power generation capacity. The photovoltaic industry primarily comprises three segments: upstream raw material and equipment supply, midstream core manufacturing including cell production and module encapsulation, and downstream system application and operation. The sector's demand for chemical new materials is concentrated in module encapsulation, conductive pastes, and structural support components, with key materials such as encapsulation films and backsheet materials being essential.
1. Photovoltaic-grade encapsulation films and additives are critical materials for photovoltaic module encapsulation. They primarily bond solar cells with glass and backsheet to protect the cells, isolate them from external environments, enhance power generation efficiency, and extend module lifespan. Currently, the market commonly uses encapsulation films such as ethylene-vinyl acetate copolymer (EVA), polyolefin elastomer (POE), EPE (EVA-POE-EVA), and polyvinyl butyral (PVB), with EVA being the mainstream encapsulation material. Encapsulation additives are key auxiliary materials that improve photovoltaic module performance, mainly applied in the production of encapsulation films to ensure module reliability, durability, and power generation efficiency. These additives primarily include crosslinkers, silane coupling agents, and anti-aging agents.
2. Photovoltaic Backsheet Materials The photovoltaic backsheet, as the outermost encapsulation layer of solar modules, primarily resists environmental factors like humidity and heat that could damage solar cells and EVA films, providing weather resistance and insulation protection. Common types include fluorine-containing backsheet, PET backsheet, polyamide backsheet, and other variants. Key fluorine materials comprise polyvinylidene fluoride (PVDF), polyvinylidene fluoride (PVDF), and polytetrafluoroethylene (PTFE).

3. Photovoltaic Frame Materials Manufacturers of photovoltaic modules are actively seeking chemical composite materials that offer superior weather resistance and insulation, reduce photovoltaic degradation (PID), and provide cost competitiveness as alternatives to conventional aluminum alloy frames. The current mainstream approach involves pultruding glass fiber (GF) and polyurethane resin composites, followed by painting. Some manufacturers have adopted integrated injection molding solutions using PET/GF thermoplastic composites, along with polycarbonate/acrylonitrile-styrene-acrylate copolymers/GF and basalt fiber composites.
4. Photovoltaic junction box (connector) materials. To accommodate diverse environmental and climatic conditions, photovoltaic junction boxes predominantly utilize modified polyphenylene oxide (mPPO) materials. The mPPO materials selected for these junction boxes must meet stringent performance requirements, including UV resistance, anti-aging properties, high-temperature tolerance, corrosion resistance, and flame retardancy. Currently, some high-end junction boxes in China still rely on imported products.
(3) Nuclear Energy Industry As of November 2025, China's cumulative nuclear power installed capacity reached 62.48 million kilowatts, accounting for 1.65% of the nation's total power generation capacity. As a low-carbon, efficient, and reliable energy source, nuclear power plays a vital role in driving energy transition, mitigating climate change, ensuring energy supply, and promoting sustainable economic development. Nuclear power plants are primarily composed of three functional zones: the nuclear island, the conventional island, and supporting facilities, each consisting of multiple systems. The nuclear island mainly includes reactors and nuclear auxiliary systems that enable controlled steam production. The conventional island houses steam turbine power generation facilities that convert the nuclear island's steam into electricity. Supporting facilities provide public services for the nuclear island, conventional island, and the entire plant complex.
The nuclear energy industry operates under extreme conditions characterized by high temperatures, high pressures, intense radiation, and corrosive environments, imposing stringent requirements on the physical, chemical, and mechanical properties of materials. During normal operation, nuclear power plants utilize various chemical products, including but not limited to boric acid, nitric acid, hydrochloric acid, sulfuric acid, hydrazine, liquid ammonia, sodium hydroxide, lithium hydroxide, sodium hypochlorite, hydrogen peroxide, hydrogen, and sulfur hexafluoride. For analytical purposes, additional reagents such as acetylene, propane, methanol, ethanol, acetone, and petroleum ether are employed. During maintenance, detergents, paints, and diluents are primarily used. In the installation phase, chemicals like oxygen, acetylene, nitrogen, and argon are utilized.
The new chemical materials for nuclear energy industry are mainly neutron absorption and control material boron-10 acid, radiation and corrosion resistant structural material beta crystalline homopolymer polypropylene, protective material thermoplastic elastomer or styrene-butadiene rubber, etc.
(4) Hydrogen Energy Industry Hydrogen, a clean secondary energy source, serves as a pivotal component in China's energy transition and has been formally incorporated into the national energy strategy. Currently, over 80% of China's hydrogen production relies on fossil fuels, with electrolysis accounting for less than 1% of the total, while the remainder comes from industrial by-product hydrogen. In the future, the combination of fossil fuel-based hydrogen production and Carbon Capture, Utilization, and Storage (CCUS) will emerge as a key pathway for blue hydrogen production, with renewable energy electrolysis representing the "ultimate solution." The hydrogen industry chain comprises three main segments: upstream hydrogen production, midstream storage and distribution, and downstream applications. Chemical new materials, particularly proton exchange membranes and carbon fiber-reinforced composites, are primarily utilized in hydrogen production and storage processes.
1. Hydrogen production through chemical new materials: The technical routes for water electrolysis include alkaline electrolysis (AWE), proton exchange membrane electrolysis (PEM), solid oxide electrolysis (SOEC), and anion exchange membrane electrolysis (AEM). In alkaline electrolysis, electrodes, separators, and sealing gaskets are critical components. Separators are primarily composed of polyphenylene sulfide-based, polysulfone-based, polyether sulfone-based, or PTFE-based composite membranes, while sealing gaskets mainly use composite PTFE. Proton exchange membrane electrolysis systems consist of electrolyzers and auxiliary equipment, with perfluorosulfonic acid membranes as the primary proton exchange membrane. Sealing gaskets typically feature ethylene propylene diene monomer (EPDM) rubber as the main material, with fluororesin composites or similar materials used for the outer shell. In recent years, the global increase in electrolyzer installations has been predominantly driven by PEM electrolyzers.
2. Chemical New Materials for Storage and Transportation Currently, the primary hydrogen storage methods include high-pressure gaseous storage, cryogenic liquid storage, and solid-state storage. Among these, high-pressure gaseous storage is the most widely adopted and technologically mature. Consequently, lightweight and high-pressure-resistant hydrogen storage tanks are critical. The chemical new materials used for these tanks primarily include carbon fiber, aramid fiber, high-density polyethylene (HDPE), polyamide, and polyetheretherketone (PEEK).
3. In the filling process, the chemical materials used in hydrogenation machines for new materials primarily serve hydrogenation pipelines, with only a small number of seals (mostly fluororubber) being excluded. Specifically, hydrogenation gun pipelines typically consist of 6 to 8 layers. The innermost layer is usually made of polyoxymethylene (POM), though alternatives like ethylene-polyvinyl alcohol copolymer, polyethylene terephthalate (PET), PA6, or PA66 may also be used. The outermost layer is predominantly polyamide (PA), with options including maleic acid-modified polypropylene (PP), polyethylene (PE), polypropylene sulfide (PPS), and PA6T.
4. Chemical New Materials for Hydrogen Fuel Cells Hydrogen fuel cells are predominantly proton exchange membrane (PEM) fuel cells, accounting for over 80% of total shipments, with solid oxide fuel cells and phosphoric acid fuel cells each representing approximately 10%. The membrane electrode assembly (MEA) is a critical component of hydrogen fuel cell stacks, primarily consisting of carbon paper (produced from short-fiber carbon fibers, with imported carbon paper containing over 60% carbon fiber), a catalytic layer, and a proton exchange membrane.
III. Key Challenges in Developing New Energy Chemical Materials (1) Technological Innovation Lag and Insufficient High-End Product Supply China's chemical materials sector for new energy applications currently faces three major challenges: lack of original innovation, low localization rates of high-end products, and insufficient performance stability. At the high-end level, the supply structure exhibits a "structural imbalance" – while mid-to-low-end general-purpose products suffer from overcapacity, critical specialized high-end materials for the new energy industry remain heavily dependent on imports. For instance, domestic production of PEEK materials for power batteries accounts for less than 50% of global supply. In terms of performance, Chinese chemical materials generally exhibit single-dimensional specifications, poor stability, and short service life, failing to meet the industry's high-end demands. Take separator materials for lithium batteries as an example: domestic products lag behind international benchmarks in key metrics like pore uniformity and heat resistance, which directly impacts battery safety and range.
(II) Insufficient Industrial Synergy and Absence of Full-Chain Coordination Mechanisms The chemical materials sector for new energy applications spans multiple stages including upstream raw materials, midstream production, and downstream applications. Currently, each segment operates in isolation, resulting in low coordination efficiency that hinders industrial development. Firstly, there is a lack of effective supply-demand matching mechanisms between material manufacturers and new energy equipment producers. Information asymmetry leads to misalignment between material R&D directions and practical application requirements. Material enterprises struggle to accurately grasp downstream industries' specific demands for material performance, specifications, and cost, often resulting in products that fail to directly meet application scenarios. Secondly, downstream enterprises show insufficient recognition of domestically produced new materials. Coupled with lengthy application verification cycles and high costs, these materials face challenges in quickly entering mainstream supply chains. Additionally, an incomplete industrial support system exacerbates coordination difficulties. The production of chemical materials for new energy applications requires high-precision testing instruments, specialized production equipment, and supporting additive systems. Currently, domestic supporting industries lag behind in development, with high-end testing equipment relying on imports and specialized equipment having low localization rates. This creates significant quality control challenges during material production, further affecting product performance stability.
(3) Weak Resource Security and Supply Chain Risks in the New Energy Sector. The production of chemical materials for new energy applications heavily relies on mineral resources and basic chemical raw materials, with supply stability and security directly impacting industrial development. For instance, China's lithium resource dependence reaches approximately 58% in the lithium-ion battery materials sector. Although a diversified supply pattern combining "salt lake extraction, spodumene, lithium mica, and recycling" has been established, the slow expansion of salt lake lithium production, insufficient overseas equity mining layouts, and volatile lithium prices have significantly affected supply stability. Additionally, an underdeveloped resource recycling system exacerbates resource pressures. The new energy industry generates substantial waste (e.g., spent power batteries, photovoltaic modules, wind turbine blades) containing abundant metal resources and chemical materials, yet current recycling technologies remain immature, with high sorting costs and low recovery rates posing challenges.
(4) Intensified Green Transition Challenges and Stricter Environmental Regulations Under the global "dual carbon" strategy, the chemical new materials sector for renewable energy faces mounting pressure to transition to green practices, with the conflict between traditional production models and sustainability requirements becoming increasingly acute. In manufacturing processes, most chemical materials exhibit high energy consumption, substantial carbon emissions, and severe pollution. Meanwhile, the sector lacks comprehensive environmental impact assessment systems and carbon footprint tracking mechanisms. The lifecycle of these materials spans "raw material extraction → production → product use → waste disposal," yet China's current capabilities in evaluating carbon emissions and environmental footprints remain inadequate. The absence of a unified carbon labeling system further hinders compliance with global green trade rules. Additionally, the development of biodegradable and recyclable materials lags behind, as most chemical materials for renewable energy are non-biodegradable, posing significant environmental challenges. For instance, packaging materials in photovoltaic modules, composite materials for wind turbine blades, and cathode/anode materials, electrolytes, and additives in lithium batteries demonstrate low recycling rates post-disposal, emerging as critical environmental bottlenecks in the renewable energy industry.
IV. Recommendations for Promoting High-Quality Development of Chemical New Materials in the New Energy Sector (1) Focus on Core Technology Breakthroughs to Strengthen Innovation-Driven Foundations Innovation is the key to addressing the "big but not strong" challenge in industries. A comprehensive innovation system should be established, featuring "enterprise-led initiatives, industry-academia-research collaboration, and full-chain breakthroughs." First, targeted R&D efforts should prioritize core application scenarios in new energy, with key breakthroughs in solid-state battery electrolyte materials, silicon-carbon anode materials, high-performance lithium-ion separators, and advanced chemicals for wind power. This requires coordinated efforts to address weaknesses while consolidating strengths. Second, innovation mechanisms should be enhanced by reinforcing enterprises' role as primary innovators. A tripartite innovation platform integrating "key laboratories, innovation centers, and generic technology R&D institutions" should be established. Leading enterprises are encouraged to form joint innovation alliances, leveraging industry-academia-research resources for collaborative R&D to shorten the cycle from technology development to industrialization.
(2) Optimizing Industrial Structure and Enhancing High-End Supply Capacity With supply-side structural reform as the guiding principle, we aim to resolve the structural imbalance of "excessive low-end production and insufficient high-end supply." First, we will drive product upgrading by accelerating the optimization of low-end production capacities with severe homogeneity, encouraging enterprises to adopt differentiated strategies and expand high-end product varieties. Second, we will optimize industrial spatial distribution by directing new projects to chemical industrial parks with strong resource and environmental carrying capacity, promoting standardized development of these parks, and improving upstream and downstream industrial chain support within them. Third, we will strengthen resource security for lithium, nickel, cobalt, and other critical materials.

(3) Advancing Green and Low-Carbon Transition to Strengthen Sustainable Development Foundations. Green and low-carbon development is the essential pathway for high-quality industrial growth, requiring full lifecycle integration across material production, utilization, and recycling. First, optimize green manufacturing processes by integrating chemical industries with green energy sources like "green electricity" and "green hydrogen", while promoting energy-efficient and clean production technologies to reduce energy consumption, carbon emissions, and volatile organic compound (VOC) emissions per unit product. Second, drive green substitution in raw material supply through biochemical development, enhancing the synergy between bio-based materials and existing chemical supply chains to partially replace traditional fossil-based products.
(4) Enhancing Industrial Chain Synergy to Facilitate Development Circulation To dismantle barriers across industrial chain segments and establish a comprehensive "materials-equipment-applications" collaborative ecosystem: 1. **Precision Supply-Demand Matching**: Develop dedicated platforms connecting material manufacturers with downstream renewable energy application enterprises. This will strengthen specialized, small-batch, and customized service capabilities, enabling deeper integration between material R&D and end-use scenarios to address market adoption challenges. 2. **Application Validation Mechanisms**: Leverage policy incentives like insurance compensation for first-phase applications of new materials to mitigate risks for downstream enterprises. Accelerate validation processes for chemical materials in photovoltaic and wind power sectors to boost customer confidence in domestic products. 3. **Standardization Framework**: Expedite the establishment of product specifications, testing protocols, and engineering standards for renewable energy chemical materials. Eliminate reliance on foreign standards by fostering consensus between manufacturers and application enterprises, thereby reducing validation barriers.
(5) Accelerate Digital and Intelligent Upgrades to Enhance Core Industrial Competitiveness. Empower industrial efficiency transformation through digital transformation, driving the industry's evolution toward "smart" manufacturing. First, advance intelligent production processes by adopting advanced sensing technologies and full-process intelligent control systems, increasing automation rates in key production facilities, and establishing smart manufacturing demonstration factories and industrial parks. Second, apply digital twin technology to achieve precise process prediction, optimized control, and predictive maintenance, optimizing molecular design and formulations. This reduces traditional trial-and-error R&D cycles from years to months or even weeks, boosting both R&D and production efficiency. Third, build an industrial internet platform tailored for the new energy chemical materials sector, creating specialized industrial internet platforms. Establish supply chain monitoring systems to enable data sharing and resource coordination across the industrial chain, enhancing overall supply chain resilience.
V. Conclusion The development of chemical new materials for the new energy sector serves as a strategic nexus connecting industrial upgrading in renewable energy, transformation of the petrochemical industry, energy security system construction, and green low-carbon transition. Amid the opportunities and challenges of global energy restructuring and industrial transformation, accelerating technological innovation and industrial application of chemical new materials in the new energy field is not only an urgent need to address practical issues such as insufficient domestic material production rates and inadequate industrial chain coordination, but also a long-term strategic choice for achieving high-quality development and building a strong energy nation.
China's chemical new materials industry for new energy applications is now at a pivotal juncture, transitioning from "keeping pace" to "leading the charge" in strategic development. By advancing core technologies, optimizing industrial structures, enhancing supply chain coordination, and accelerating green transformation, these materials will provide robust support for building a clean, low-carbon, safe, and efficient energy system. This progress will inject strong momentum into achieving the "dual carbon" goals and strengthening China's energy leadership.