In the era of the rapid development of the new energy industry, the battery cell insulation material market is experiencing unprecedented changes and development. With the vigorous rise of new energy vehicles, energy storage systems and other fields, the requirements for battery performance and safety are becoming increasingly stringent. As a key part of ensuring the stable operation of batteries, the market demand for battery cell insulation materials has shown explosive growth.
The wide popularity of new energy vehicles has made the safety and performance of power batteries the focus of consumers' attention. In response to frequent battery spontaneous combustion accidents, in April 2025, MIIT issued the mandatory national standard \"Safety Requirements for Power Accumulators for Electric Vehicles\" (GB38031-2025), which was clearly implemented from July 1, 2026. The new national standard added bottom impact, fast charging cycle safety tests, and improved insulation resistance requirements, which undoubtedly injected a \"booster\" into the battery cell insulation material market. Many companies have increased investment in research and development, striving to launch insulation material products that meet higher standards.
In this context, Lankwitzer's Lanwei Paint (Shanghai) Co., Ltd. has performed well. Its UV insulating battery coating (EvoProtect 455 UV) is ultra-fast curing by ultraviolet irradiation, which takes less than 5 seconds, greatly improving production efficiency. The coating supports automated production, adapts to high-precision inkjet processes, and is an environmentally friendly product. It has been widely used in several battery cell coating production lines in Germany and China, with a coating volume of over hundreds of millions. This advanced technology not only meets the high requirements of new energy batteries for insulation performance, but also conforms to the development trend of automation and high efficiency in the industry.
In addition to the field of new energy vehicles, the rise of the energy storage market has also brought new opportunities for the battery cell insulation material market. With the large-scale application of renewable energy such as photovoltaic power generation and wind power generation, energy storage systems have become the key to balancing energy supply and demand and stabilizing the operation of the power grid. Energy storage batteries also have strict requirements on the fireproof, thermal insulation and insulation properties of insulating materials. For example, Zhejiang Rongtai focuses on high temperature resistant insulating mica products, and its products have broad application prospects in the protection of thermal runaway of energy storage batteries. Frost Sullivan forecasts that the global market size of mica materials for new energy vehicles will reach 10.44 billion yuan in 2027. Driven by market expansion and favorable policies, companies like Zhejiang Rongtai will usher in more development opportunities.
From the perspective of material innovation, various companies are also showing their own talents. Lanjun New Energy 688Ah energy storage cells use diaphragm anti-thermal shrinkage autoclave technology on the material, and the surface of the diaphragm is coated with an alumina ceramic layer at the same time, which effectively prevents the internal small probability of particles and lithium dendrites from piercing the diaphragm, and has extremely high intrinsic safety. Zhonglun New Materials has successfully developed a special BOPA for solid-state batteries, which can be used in the outermost layer of semi-solid-state batteries and all-solid-state battery packaging materials. It has achieved breakthroughs in key properties such as material flexibility, puncture resistance, and impact resistance, meeting the strict needs of solid-state batteries for packaging materials.
The battery cell insulation material market is in a stage of rapid development and innovation under the strong impetus of demand. Whether it is established enterprises that continue to cultivate through technological accumulation, or emerging enterprises that emerge through innovative technologies, they are all jointly driving this market forward and laying a solid foundation for the steady development of the new energy industry.