Demand for high-performance flat tape welcomes explosive growth

2025-10-20 18:47:46

Driven by the dual promotion of global energy transformation and the wave of industrial intelligence, high-performance flat tapes, as "capillaries" in the field of industrial transmission, are quietly ushering in an unprecedented explosion of demand. Industry analysis reports and data from several leading companies show that in the past year, orders for high-performance flat tapes used in new energy vehicles, photovoltaics, lithium batteries and high-end equipment manufacturing have surged by more than 50% year-on-year, and the market has shown a hot trend of "supply exceeds demand".

Demand side: Emerging industrial chains detonate incremental markets

Different from traditional ordinary flat tapes, high-performance flat tapes have significant advantages in abrasion resistance, tensile strength, high/low temperature resistance, silence and energy consumption. The explosive growth of its demand is mainly due to the following core driving factors:

1. New energy vehicle industry chain:This is currently the most powerful growth engine. In the high-speed rolling and slitting processes of lithium battery pole piece manufacturing, flat tapes with extremely high dimensional stability and cleanliness are required for precise transmission. Any slight slippage or jitter may affect the battery yield. At the same time, air-conditioning compressors, power steering systems, etc. inside automobiles also place stringent requirements on high-performance flat tapes with long life and low noise.

2. Photovoltaic and semiconductor industry:In the process of silicon wafer cutting, cleaning and transportation, the equipment needs to run trouble-free for a long time. High-performance flat tape has become a key component to ensure the continuous and efficient operation of the production line due to its wear resistance, anti-static and low dust shedding properties.

3. Intelligent logistics and high-end equipment:With the popularity of smart warehousing and automated sorting systems, the durability and stability of high-performance flat tapes, which are the core components of conveyor belts, directly determine the efficiency of the entire logistics system.

"We clearly feel that the order structure has undergone fundamental changes." Mr. Wang, the marketing director of a leading domestic tape manufacturer, said, "In the past, our customers were mainly concentrated in traditional textile and food machinery, but now, the proportion of orders from the new energy and high-end equipment fields has exceeded 60%, and the requirements for product performance indicators are extremely strict."

Supply side: technical barriers and production capacity competition

In the face of surging market demand, the supply chain is facing severe tests. The core technology of high-performance flat tapes lies in polymer material formulation, skeleton material processing and precision production technology, and there are high technical barriers.

"Currently, the high-end market is still dominated by a few international giants, but domestic leading companies have achieved technological breakthroughs and import substitution in some segments through continuous research and development in recent years." An industry analyst pointed out.

In order to seize market opportunities, domestic and foreign companies have announced production expansion plans. A competition around production capacity and technological innovation has begun. A number of listed companies disclosed in recent financial reports that they will use the raised funds to build new high-performance flat tape production lines to meet the urgent incremental needs of downstream customers.

Future Outlook: From “Components” to “Solutions”

Industry experts generally believe that this demand explosion is not a short-term phenomenon, but marks that the flat tape industry has entered a new stage of development. In the future, competition in the industry will no longer be limited to the product itself, but will shift to providing overall transmission solutions based on specific working conditions.

"The upgrading of downstream industries forces us to shift from 'selling products' to 'selling services.'" A corporate technical director said frankly, "We need to deeply understand the customer's production process and customize the most energy-saving, durable, and lowest-cost transmission solution for them. This will become our core competitiveness."

It can be predicted that as the global industry continues to move towards green and smart directions, the strategic position of high-performance flat tape as a basic industrial component will become increasingly prominent, and a tens of billions of emerging markets are accelerating to take shape.