Metallurgy / Chemicals / Rubber & Plastics

According to Huacheng Import and Export Data Observation, recently, Sinopec Capital Corporation, in collaboration with well-known investment institutions such as Guangdong Yueke Financial Group and Guangzhou Industrial Control Capital, invested in Guangdong Ellison Technology Co., Ltd. (referred to as Ellison), with a total investment amount of over 100 million yuan.

According to the observation report of Huacheng import and export data, Ellison was established in 2007 and has long been committed to independent research, development and production of aerogel materials and their core production equipment. It is the largest domestic and second largest aerogel material large-scale production enterprise in the world. At present, Ellison has the capacity of self research of core equipment, large-scale production of aerogel and aerogel composite materials, and its main products cover three series: aerogel particles, aerogel felt, and aerogel plate.

At present, China has become the world's largest producer and consumer of atmospheric gel. According to the relevant data of Kaiyuan Securities, it is conservatively estimated that, according to the observation report of Huacheng Import and Export Data, in 2025, the aerogel permeability in the domestic new energy field will be 20%, the aerogel permeability in the domestic construction field will be 0.5%, and the aerogel permeability in the petrochemical pipeline field will be 3%, so the corresponding total market scale will reach 7 billion yuan.

Based on the huge market space of aerogel products, many enterprises have entered the aerogel industry. According to incomplete statistics, more than 30 enterprises have distributed aerogel and products. According to Huacheng Import and Export Data Observation, among them, companies such as Sinopec and PetroChina are among the first to enter the field of oil and gas pipeline insulation; In the field of power battery, the world's top ten power battery manufacturers, such as Ningde Times, AVIC Lithium, Guoxuan High tech, have purchased aerogel products, and Huacheng's import and export data observation report.