From Wind Power And New Energy Vehicles To AI Computing Power, Photovoltaics, And Marine Industries—five High-growth Sectors Are Driving The Industry Into A Super Cycle.

Wind Power | Core Framework for Ultra-Long Blades: Explosive Demand for High-Modulus Fiberglass

 

Wind power is the largest downstream application area for fiberglass. Global demand for wind power yarn is projected to exceed 1.1 million tons by 2025, with an annual growth rate exceeding 25%. With the accelerating trend towards larger wind turbines, offshore wind turbine blade lengths have exceeded 100-120 meters, with a single 100-meter blade using 120-150 tons of fiberglass, and high-modulus E-CR fiberglass accounting for over 60%.

 

Chongqing International Composites has independently developed 100GPa ultra-high modulus fiberglass, supporting the mass production of 110-meter-class ultra-long blades. After its application at the Putian Wind Farm in Fujian, the annual power generation per unit increased by 5 million kWh. During Super Typhoon Nanmadol, the blades of all 12 units remained undamaged and operated normally. Meanwhile, International Composites, in collaboration with Arkema, has trial-produced nearly 100-meter-long thermoplastic recyclable blades. After disassembly, the fiberglass is 100% recycled and reused. Veritas' pilot project has verified that recycled fiberglass can directly replace virgin materials.

 

New Energy Vehicles | Lightweight Core Material, Dual Improvement in Range and Safety

 

Under the trend of "replacing steel with plastics," fiberglass composites have become a core material for lightweighting new energy vehicles, with the annual growth rate of thermoplastic yarn demand exceeding 30%. Large-scale deployments are being implemented in battery pack systems, vehicle body structural components, and other scenarios, balancing weight reduction, safety, and cost advantages.

 

NIO ET9: Equipped with a fiberglass-carbon fiber hybrid casing, reducing weight by 25% and extending thermal runaway propagation time to 30 minutes (5 times faster than metal), meeting the safety standards of high-end models.

 

BYD Seal 07: The battery pack uses an SMC fiberglass composite top cover + high-strength aluminum lower shell, reducing weight by 18% and material costs by 25% compared to an all-aluminum structure.

 

Geely Xingyue L: GMT fiberglass felt reinforced thermoplastic hood with honeycomb sandwich design, reducing weight by 35% and improving dent resistance by 20%, meeting C-NCAP five-star safety standards.

 

AI Computing Power | High-End Electronic Fabric Core Substrate, Server "Neurotic Network"

 

The explosive growth of AI computing power has driven a surge in demand for electronic-grade fiberglass (electronic yarn/electronic fabric), becoming the industry's second growth curve. AI server PCBs have 16-24 layers, and the amount of electronic fabric used per unit is 3-5 times that of ordinary servers, making high-end low-dielectric fiberglass fabric a core necessity.

 

NVIDIA GB300 Server: Equipped with Honghe Technology's Low-Dk2.3 low-dielectric electronic fabric (3.5 micrometers in diameter, 20 times thinner than a human hair), with a dielectric constant as low as 2.3, reducing signal transmission loss by 60% and supporting 224Gbps high-speed transmission.

 

International Low-Dielectric Quartz Cloth (Q-cloth): With a dielectric loss as low as 0.0001, its value is 10 times that of ordinary electronic cloth. It is compatible with NVIDIA's Rubin architecture high-end computing cards and has achieved mass production.

 

Photovoltaics: Composite Frames Replace Aluminum, a New Choice for Cost Reduction and Efficiency Improvement

 

The trend of photovoltaic fiberglass composite frames replacing aluminum alloys is clear. The penetration rate is expected to rise to 35% by 2026, driving demand of 160,000 tons, with an annual growth rate exceeding 40%. Fiberglass frames are corrosion-resistant, lightweight, and low-cost, suitable for extreme scenarios such as offshore and distributed generation.

 

Qingdao Jimo Offshore Photovoltaic Project: Utilizing Hongsheng Composite's fiberglass-reinforced polyurethane frames, the strength retention rate in 3 years of real-sea testing reached 98%, and the cost is 25% lower than aluminum frames, suitable for high salt spray environments.

 

Tesla Shanghai Gigafactory Rooftop Photovoltaics: Applying Xilia Group's fiberglass composite frames, reducing weight by 25% and cost by 30%. The non-metallic insulation properties prevent PID degradation, contributing to the construction of a zero-carbon factory.

 

Marine Engineering | Corrosion-Resistant High-Strength Materials: Core Support for the Deep-Sea Economy

 

In the high-salt-spray, highly corrosive environment of the ocean, fiberglass composites have become the preferred material for ships, offshore platforms, and aquaculture facilities, offering advantages such as lightweight, high strength, and maintenance-free operation, with a lifespan exceeding 25 years.

 

Sanya "Qiong Sanya Yuxiu 88351" Recreational Fishing Boat: China's largest fiberglass composite fishing boat, 38.38 meters long, with a full-load displacement of 217.3 tons, reducing weight by 40%, offering corrosion resistance, impact resistance, and a 50% reduction in maintenance costs.

South China Sea Oil and Gas Field Subsea Protective Cover: Sinoma Science & Technology's high-performance fiberglass composite "Seafloor Golden Bell Cover" can withstand the impact of 50 kilojoules of falling debris and resist seawater corrosion, and is already in service in multiple oil and gas fields in the South China Sea.

 

Bohai Drilling Platform Retrofit: Replacing steel walkways with vinyl ester fiberglass grating, covering an area of ​​800 square meters, shortening the construction period by 40%, and requiring no maintenance for three years.

 

Core Logic: Five Major Industries Resonate, Fiberglass Enters a Super Cycle

 

Upgrading Demand Structure: The proportion of high value-added products such as wind power (high-modulus yarn), AI (electronic fabric), and automotive (thermoplastic yarn) is increasing, with gross profit margins reaching 35%-45%, far exceeding ordinary roving (15%-20%).

 

Tight Supply-Demand Balance: Industry inventory is only 7-10 days, with a persistent shortage of high-end capacity. Both volume and price are expected to rise in 2026, with leading companies' net profit increasing by 80%-120% year-on-year.

 

Accelerated Domestic Substitution: Breakthroughs in core technologies such as ultra-high modulus fiberglass and high-end electronic fabric have broken overseas monopolies, leading to a continuous increase in global market share.

 

In the future, as demand continues to be released across the five major industries, the fiberglass industry will further transform towards high-end, green, and intelligent manufacturing, continuously releasing its core value as an "invisible framework" in the wave of new energy and the digital economy.