On April 13, 2026, driven by the rapid expansion of new energy vehicles, photovoltaic power, 5G communications and other industries, flame-retardant electronic potting adhesives, as key protective materials for electronic components, are embracing a golden period of domestic substitution. Made from epoxy, silicone or polyurethane as base materials, these adhesives integrate insulation, waterproofing, high and low temperature resistance and efficient flame retardancy, and are widely used in core scenarios such as NEV electric drives, BMS and photovoltaic inverters, making them indispensable rather than optional. Long dominated by foreign brands in the high-end market, domestic firms have achieved breakthroughs in halogen-free flame retardancy, high thermal conductivity and low stress via industry-university-research collaboration, with products matching imports in performance and excelling in cost and delivery. Domestic potting adhesives have entered supply chains of leading new energy enterprises, lifting localization rates. The industry is upgrading toward environmental protection, high performance and consolidation. Industry insiders predict sustained demand boosted by booming downstream sectors, while technical and certification barriers will reshape the market, favoring domestic players with independent R&D capabilities in the high-end segment.
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