1. "Dual Carbon" Goals and Main Countermeasures
On September 22, 2020, my country promised at the 75th UN General Assembly that China will increase its nationally determined contributions, adopt more effective policies and measures, strive to reach the peak of carbon dioxide emissions by 2030, and strive to achieve carbon emissions by 2060. neutralize. Since then, national leaders have repeatedly talked about "carbon peaks and carbon neutrality" on different occasions. The density, intensity, and indicators are unprecedented.
At the end of 2020, the Central Economic Work Conference proposed that “we must promptly formulate an action plan for peaking carbon emissions by 2030, and support the places where conditions are able to reach the peak first.” In early 2021, Shanghai, Jiangsu, Guangdong and other places proposed to strive to be the first in the country. Carbon emissions are at their peak. Many cities have planned to achieve carbon peaks in advance.
On January 13, 2021, the Ministry of Ecology and Environment stated in the "Guiding Opinions on Coordinating and Strengthening the Response to Climate Change and Ecological Environmental Protection" that it is necessary to formulate an action plan for peaking carbon dioxide emissions by 2030 and encourage energy, industry, and environmental protection. In key areas such as transportation and construction, we will formulate special plans for reaching peaks, and promote key industries such as steel, building materials, electric power, and coal to put forward clear peaking targets and formulate peaking action plans.
On March 12, 2021, the "Fourteenth Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Outline of Long-Term Goals for 2035" was announced. 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 rights trading market was officially launched, and the first compliance cycle of the national carbon market trading will be the whole year of this year. Among them, there are 2,162 key emission units included in the power generation industry, with total emissions covering approximately 4.5 billion tons of carbon dioxide, which is currently the world's largest carbon market. High-emission companies need to purchase emission rights if they need to emit excess carbon dioxide, which can also force companies to upgrade their technology and reduce carbon emissions. With the establishment of the goal of carbon neutrality, the transformation of my country's economic and industrial structure will also be further deepened, and the construction of a national carbon market will also accelerate.
On July 24, 2021, at the 2021 Beijing Summit of the Global Wealth Management Forum, China’s special envoy for climate change affairs Xie Zhenhua said that the Party Central Committee and the State Council have established a carbon peak carbon neutral work leading group and is formulating a carbon peak carbon neutral timetable. , Roadmap, 1+N policy system, will successively release a guideline, this is the top-level design. "The 1+N policy system will be released soon, which will accelerate transformation and innovation in ten areas."
In addition, Xie Zhenhua also stated that, driven by the policies and actions of various countries to tackle climate change and achieve green recovery, the world will usher in a green and low-carbon technological revolution and industrial transformation. There are great investment and market opportunities here. "Our country's relevant agencies have calculated that if we achieve China's carbon neutrality goal, roughly 136 trillion yuan will be needed for investment. This 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 fiscal support for pollution prevention and carbon peaking and carbon neutral policies. measure.
Second, the super insulation performance of nano thermal insulation materials
Nano thermal insulation materials are currently mainly divided into aerogel thermal insulation felts and nanoporous thermal insulation panels, and aerogel thermal insulation felts occupy the mainstream position in the market.
Aerogel is a new type of material with nanoporous structure. It is also called "blue smoke" and "frozen smoke" because it is as light as a mist and bluish. It has shown many peculiar properties in other fields, and is known as the miraculous material that changes the world. It has been listed as one of the top 10 popular science and technology since the 1990s. It is a dual-use technology with great application value.
Nano thermal insulation materials have broad application prospects in the fields of aerospace, petrochemicals, power metallurgy, ships and vehicles, precision instruments, refrigerators, refrigerators, building energy conservation, clothing tents, etc., and are revolutionary alternatives to traditional thermal insulation materials.
3. The industrialization of domestic nano thermal insulation materials in recent years
The first aerogel commercialization company in China was established in 2004, and mass sales began in 2010. The domestic aerogel industrialization began a difficult exploration. In 2014, the number of domestic aerogel companies increased to more than 10, and a wave of aerogels was set off in China. The wave of glue industrialization.
In 2016, the American company ASPEN initiated patent litigation against two leading domestic aerogel companies, and the pace of domestic aerogel material industrialization slowed down.
In 2019, a large coal chemical company in Shanxi was determined to transform into new materials and invested heavily in the aerogel industry, which set off a new wave of investment in aerogel materials in China. By 2021, the capacity construction plans of many domestic aerogel companies have exceeded 50,000 cubic meters, and some companies have even planned an ambitious production capacity target of 200,000 to 400,000 cubic meters. At this point, the production and sales of domestic aerogel materials have far exceeded those of foreign counterparts, and the industrialization of domestic aerogels has finally been at the forefront of the world after about 15 years of hard work.
For the domestic aerogel industrialization in 2014 and before, almost all its technology sources were universities or research institutes. As universities and enterprises lacked experience in the industrialization of aerogels, the overall industrialization speed was not very fast. However, a lot of work has been done in technological improvement, market cultivation, and personnel training, which laid a solid foundation for the next wave of industrialization.
The domestic aerogel industrialization since 2019 has several obvious characteristics. First, large-scale enterprise groups with an output value of more than 100 billion have begun to actively intervene. These large-scale enterprises not only have strong funds and rich talent reserves, but also have very strong resource integration capabilities; The second is the active involvement 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 companies that already have an industrialization foundation, and the technology is more solid. With capital support, the pace of expansion has been significantly accelerated; fourth, government support has been significantly increased, not only giving preferential policies in terms of land, taxation, and talent, but also in terms of attitude from the original more control to more current services. These factors will promote the current wave of aerogel industrialization to a new height.
In addition to the rapid increase in scale of the domestic aerogel industry, market applications are also rapidly spreading. In the initial stage, it was mainly concentrated in high-speed rail, oilfield gas injection pipelines, cogeneration and other fields. In recent years, in addition to petrochemicals, electric power and other fields, some emerging markets have been opened up. New energy vehicle power battery fire insulation has become an important growth pole. As the consumption of the home appliance industry continues to increase, there have been some demonstration cases for building energy-saving internal and external wall insulation, and aerogel cold-proof clothing has also begun to be introduced to the market.
Especially in the building energy conservation and clothing industries promoted in recent years, these two industries are themselves 100 billion-level markets. Although they are just getting started, there is still a lot of work to be done. Once a breakthrough is achieved, the entire aerogel material industry Development is of great significance.
Nano-microporous thermal insulation panels have also made considerable progress in recent years. There are about 10 companies. The products are currently mainly concentrated in high-temperature application scenarios such as steel, cement, and ceramics.
4. The development of nano thermal insulation materials under the "dual carbon" goal ushered in major opportunities
For the insulation material industry, "carbon peak" and "carbon neutral" are both challenges and opportunities. In the context of the country's vigorous promotion of energy conservation, the market capacity of thermal insulation materials will increase substantially, especially 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 "promote carbon emission reduction and achieve carbon peaks ahead of schedule": my country's building materials industry To achieve a full carbon peak by 2025, cement and other industries must take the lead in achieving a carbon peak by 2023.
Although traditional thermal insulation materials such as aluminum silicate fiber, glass fiber, rock wool, microporous calcium silicate, foam glass, foam ceramics, etc. have certain thermal 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 “dual carbon” goal, it also faces two challenges: 1) The energy consumption in the production process of insulation materials needs to be further reduced; 2) The insulation performance of insulation materials needs to be further improved to improve the performance of the projects served. Energy saving and consumption reduction level.
Aerogel nanomaterials have been listed many times in the "National Key Energy-saving and Low-Carbon Technology Promotion Catalog" (2014~2017) issued by the National Development and Reform Commission.
Whether it is the energy saving and consumption reduction of traditional energy sources such as coal power, petrochemicals, steel, building materials, and chemical industries, or new energy structures such as nuclear power, solar thermal power generation, new energy vehicle power batteries, energy storage power stations, or high-speed rail ships Such as transportation means, or ultra-low energy buildings that have attracted much attention, nano thermal insulation materials have a huge use.
Nano thermal insulation not only has a huge market opportunity on the demand side, but also spans the two strategic emerging industries of new materials and energy conservation and environmental protection. During its own development, it can also enjoy many countries’ industrial upgrading and green and low-carbon technology-related policy support. Under the goal of "carbon", it will be transformed into a major opportunity for the development of nano thermal insulation materials.