1、 Development opportunities
- The rigid demand in the field of industrial heavy anti-corrosion is stable
Petrochemical storage tanks, steel structure pipelines, and factory silver powder anti-corrosion paint continue to consume high floating aluminum silver paste, and aluminum flakes form a shielding layer on the surface of the paint film, blocking water vapor and oxygen, with outstanding cost-effectiveness. The upgrading of domestic manufacturing industry, infrastructure and wind power anti-corrosion projects drive stable demand and have irreplaceable advantages in the low-cost anti-corrosion coating track. - Energy saving buildings generate an increase in roof reflective coatings
The dual carbon policy promotes building insulation and cooling, and expands the market for roof reflective insulation paint. High floating aluminum silver paste has strong infrared reflection ability and is used for roof cooling and steel structure sun protection. It has become an important raw material for building energy-saving coatings and the market continues to expand. - There is a large inventory space in the decoration and aerosol track
Silver self spray paint, hardware crafts, packaging printing mirror silver ink, relying on high floating products to achieve high mirror imitation electroplating effect; Aerosols, repair paints, and advertising printing inks maintain stable consumption, with considerable export potential in emerging overseas markets. - Domestic substitution continues to advance, with water-based technology as the main direction of development
The floating rate and mirror effect of domestic manufacturers continue to improve, gradually narrowing the gap with overseas brands, and the proportion of imports decreases. VOC control is becoming stricter, and water-based high floating aluminum silver paste has become a research and development focus. Microcapsule encapsulation modification solves the problems of hydrogen evolution and storage stability, opening up new growth space. - Differentiated segmentation scenario expansion
Develop a composite anti-corrosion system by compounding with glass flakes and anti rust pigments; Targeting the foreign trade market and adapting to overseas environmental standards such as REACH, there are growth opportunities in the export market.
2、 Facing challenges
- There are inherent shortcomings in product performance and limited application scenarios
Aluminum flakes float on the surface of the paint film, with poor adhesion, weather resistance, and chemical resistance, making it unsuitable for recoating and long-term outdoor high weather resistant workpieces; High end car factory paint and high durability outdoor paint are more commonly used with non floating aluminum silver paste, squeezing some market space. - The fluctuation of upstream aluminum raw material prices affects costs
The main raw material is high-purity aluminum powder, and the periodic fluctuations in aluminum prices directly affect production costs, putting pressure on cost control and inventory management for enterprises. - Increased pressure from environmental policies
Solvent based products are subject to VOC regulations, and companies need to invest in research and development to transform towards water-based and high solid content; The threshold for water-based floating aluminum silver paste technology is higher, and there are difficulties in hydrogen evolution, storage stability, and high technological iteration pressure. - Market competition differentiation, low-end internalization
The threshold for ordinary floating aluminum silver paste is relatively low, and small and medium-sized manufacturers compete at low prices; There are still technical barriers to high-end high floating and water-based modified products, and the industry is concentrating towards the top.