The global SEBS-based film market shows a sound momentum of steady growth, stable profitability and structural upgrading in 2026, emerging as a track with strong growth certainty in the elastomer film sector, with overall growth rate and profitability outperforming general polymer materials. Data shows that the global market registers a year-on-year growth of 7%-8%, with China contributing over 45% of the demand increment and acting as the core growth engine. The overall industry gross profit margin remains at 20%-28%, with high-end products enjoying significant premium and a healthy supply-demand pattern without overcapacity.
Technological iteration focuses on four core directions including greenization and high-endization, with low VOC, medical-grade and lithium battery-specific products becoming R&D priorities, and local enterprises accelerating the localization substitution process. Among application fields, the automotive sector is the largest market, the medical field sees the fastest growth of over 15%, the lithium battery sector expands rapidly, and the building materials field grows steadily. The overall application is upgrading towards high-end manufacturing, new energy and big health.
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