1. "Double Carbon" Target and Main Countermeasures
On September 22, 2020, at the 75th session of the United Nations General Assembly, China promised to increase its nationally determined contribution, adopt more powerful policies and measures, strive to peak carbon dioxide emissions by 2030, and strive to achieve carbon neutrality by 2060. Since then, national leaders have repeatedly talked about "carbon peak and carbon neutrality" on different occasions. The density, strength and specific indicators are unprecedented.
At the end of 2020, the Central Economic Work Conference proposed that "we should urgently formulate an action plan for carbon emissions to reach the peak by 2030, and support places with conditions to take the lead in reaching the peak." In early 2021, including Shanghai, Jiangsu, Guangdong and other places proposed to strive to take the lead in achieving carbon emissions in the country. Several cities are planning to achieve carbon peaks ahead of schedule.

On January 13, 2021, the Ministry of Ecology and Environment stated in the ''Guiding Opinions on Coordinating and Strengthening the Work Related to Climate Change and Ecological Environmental Protection'' that it is necessary to promptly formulate a carbon dioxide emission peak action plan by 2030, and encourage energy, industry, Key areas such as transportation and construction have formulated special plans for reaching peaks, and promote key industries such as steel, building materials, electricity, and coal to put forward clear goals for reaching peaks and formulate action plans for reaching peaks.
On March 12, 2021, the 14th Five-Year Plan for the People's Republic of China's National Economic and Social Development and the Outline of Long-Term Goals for 2035 were announced to the public. Among the main indicators of economic and social development during the 14th Five-Year Plan period, by 2025, compared with 2020, energy consumption per unit of GDP will be reduced by 13.5, and carbon dioxide emissions per unit of GDP will be reduced by 18%.
On July 16, 2021, the national carbon emission trading market was officially launched, and the first compliance cycle of the national carbon market trading was for the whole year. Among them, there are 2162 key emission units included in the power generation industry, with a total emission of about 4.5 billion tons of carbon dioxide, which is currently the largest carbon market in the world. Enterprises with high emissions need to purchase emission rights if they need to emit excess carbon dioxide, which can also force enterprises to upgrade their technology and reduce carbon emissions. With the establishment of the goal of carbon neutrality, the transformation of China's economic and industrial structure will be further deepened, and the construction process of the national carbon market will also be accelerated.
On July 24, 2021, at the 2021 Beijing Summit of the Global Wealth Management Forum, Xie Zhenhua, China's special envoy for climate change affairs, said that the CPC Central Committee and the State Council have set up a leading group for carbon neutrality, which is working out a timetable, road map and 1 N policy system for carbon neutrality, and will issue a guiding opinion one after another, which is the top-level design. "The 1 N policy system will be released soon and will accelerate transformation and innovation from ten areas."

In addition, Xie Zhenhua also said that driven by the policies and actions of various countries to achieve green recovery in response to climate change, the world will usher in a green and low-carbon technological revolution and industrial transformation, which contains great investment and market opportunities. "The relevant agencies of our country have calculated that if we achieve China's carbon neutrality goal, we will generally need 136 trillion RMB investment, which will be a huge market."

On July 30, 2021, Vice Minister of Finance Zhu Zhongming said in response to a question from a reporter from the China Securities Journal at the press conference of the State Council Information Office that in the next step, the Ministry of Finance will systematically study policies and measures for financial support for pollution prevention and control, carbon peaks and carbon neutrality.
Super thermal insulation performance of 2. nano thermal insulation materials
Nano insulation materials are currently mainly divided into aerogel insulation felt and nano microporous insulation plate, the market to aerogel insulation felt mainstream position.
Aerogel is a new type of material with a nanoporous structure. It is also known as "blue smoke" and "frozen smoke" because it is as light as mist and blue. It is used in thermal, optical, electrical, mechanical, Acoustics and other fields show many peculiar properties, and are called magical materials that change the world. They have been listed as one of the top 10 popular science and technology since the 1990 s. It is a dual-use technology with great application value.
Nano insulation materials have broad application prospects in aerospace, petrochemical, power metallurgy, ships and vehicles, precision instruments, refrigerators, cold storage, building energy saving, clothing tents and other fields. It is a revolutionary alternative to traditional insulation materials.
Industrial Development of Domestic Nano Thermal Insulation Materials in 3. in Recent Years
China's first aerogel commercialization company was established in 2004 and began mass sales in 2010. The domestic aerogel industrialization began a difficult exploration. In 2014, the number of domestic aerogel enterprises engaged in aerogel increased to more than 10, setting off a wave of aerogel industrialization in China.
In 2016, ASPEN launched a patent lawsuit against two leading domestic aerogel companies, and the industrialization of domestic aerogel materials slowed down.
In 2019, a large coal chemical enterprise in Shanxi is determined to transform to new materials and invest heavily in aerogel industry, setting off a new wave of investment in aerogel materials in China. By 2021, the production capacity construction plans of many domestic aerogel companies have exceeded 50000 cubic meters, and some companies have planned a large production capacity target of 20 to 400000 cubic meters. So far, the production and sales of domestic aerogel materials are far more than those of foreign counterparts, and the industrialization of domestic aerogels has finally taken the lead in the world after about 15 years of efforts.
In 2014 and before the domestic aerogel industrialization, the technical sources are almost all universities or research institutes. Due to the lack of aerogel industrialization experience in universities and enterprises, the overall industrialization speed is not very fast, but A lot of work has been done in technological improvement, market cultivation, and talent training, which laid a solid foundation for the next wave of industrialization.
The domestic aerogel industrialization since 2019 has several obvious characteristics. First, large enterprise groups with an output value of more than 100 billion have begun to actively intervene. These large enterprises not only have strong funds and rich talent reserves, but also have very strong resource integration capabilities; second It is the active intervention of upstream and downstream enterprises in the industrial chain, including raw materials, equipment, engineering construction and downstream end customers; third, the source of this round of industrialization technology is mostly aerogel enterprises that already have the foundation of industrialization. The technology is more solid. With the blessing of funds, the pace of expansion has been significantly accelerated. Fourth, government support has been significantly increased, not only preferential policies have been given in terms of land, taxation and talents, but also the attitude has changed from more control to more services now. These factors will promote the current wave of aerogel industrialization to a new height.
In addition to the scale of the domestic aerogel industry is rapidly increasing, the market application is also rapidly spreading. In the early days, it was mainly concentrated in high-speed rail, oilfield gas injection pipelines, cogeneration and other fields. In recent years, in addition to petrochemical, electric power and other fields, some emerging markets have been continuously opened up. New energy vehicle power battery fire protection and heat preservation have become an important growth pole. The consumption of home appliance industries such as ovens is increasing, and there are some demonstration cases of building energy-saving interior and exterior wall insulation. Aerogel cold proof clothing has also begun to the market.
Especially in recent years, the promotion of building energy conservation and clothing industry, the two industries themselves are hundreds of billions of market, although it is just beginning, there is still a lot of work to do, once a breakthrough, the development of the entire aerogel material industry is of great significance.
Nano microporous insulation board has also made great progress in recent years, the number of enterprises about more than 10, the products are mainly concentrated in steel, cement, ceramics and other high temperature application scenarios.
The development of nano thermal insulation materials under the goal of "double carbon" in 4. ushered in a major opportunity
For the insulation material industry, "carbon peak", "carbon neutral" is both a challenge and an opportunity. Under the background that the country vigorously promotes energy conservation, the market capacity of thermal insulation materials will increase significantly, especially the nano thermal insulation materials with excellent performance will usher in huge development opportunities.
On January 16, 2021, the China Building Materials Federation issued the "Proposal for Promoting Carbon Peak and Carbon Neutrality in the Building Materials Industry" to the entire industry to "fully promote carbon emission reduction and achieve carbon peak ahead of schedule": my country's building materials industry To fully achieve carbon peak by 2025, cement and other industries must take the lead in achieving carbon peak by 2023.
Although the traditional insulation materials such as aluminum silicate fiber, glass fiber, rock wool, microporous calcium silicate, foam glass, foam ceramics, etc. have certain insulation properties, they can also meet the energy-saving requirements of the original chemical, electric power, steel and other industries to a certain extent. However, under the "double carbon" goal, they also face two challenges: 1) the energy consumption in the production process of insulation materials needs to be further reduced; 2) The thermal insulation performance of the thermal insulation material needs to be further improved to improve the energy saving and consumption reduction level of the service project.
Aerogel nanomaterials have been listed many times in the National Key Energy-saving and Low-carbon Technology Promotion Catalogue (2014~2017) issued by the National Development and Reform Commission.
Whether it is coal power, petrochemical and other traditional energy sources and steel, building materials, chemical industry and other traditional energy users, or nuclear power, solar thermal power generation, new energy structures such as new energy batteries, energy storage power stations, or high-speed rail ships and other means of transportation, or ultra-low energy consumption buildings, nano thermal insulation materials have great use.
Nano insulation not only has huge market opportunities on the demand side, but also spans the two strategic emerging industries of new materials and energy conservation and environmental protection. In the process of its own development, it can also enjoy the support of many countries' industrial upgrading and green and low-carbon technologies. Under the goal of "carbon", it will be transformed into a major opportunity for the development of nano insulation materials.