This directly affects the cost and supply of PVDF coatings, and is currently the most notable industry variable to be monitored.
Specific Impact and Analysis
With the rapid growth of the new energy vehicle and energy storage industries, the demand for lithium battery-grade PVDF (used in battery adhesives) remains strong, with a projected year-on-year growth rate of up to 25% in 2026. This has led to a greater concentration of PVDF production towards the high-profit lithium battery sector.
Affected by the above factors, the market presents a "total supply is loose, structural tightness is increasing" pattern. Ordinary products have sufficient supply, but high-quality PVDF for high-end building coatings and lithium batteries may experience structural price increases. As of December 2025, the highest market price has reached 56,000 yuan per ton.
Despite fluctuations in the upstream, PVDF ACP still maintains a stable base in the terminal markets such as building facades, etc., thanks to its performance advantages.
In the global aluminum composite panel market, PVDF-coated products account for 65.89% of the revenue share, and are expected to continue to grow at a compound annual growth rate of approximately 6.70%. They are the absolute top choice for the high-end market.
Its growth is mainly attributed to its extremely long service life (20-25 years) and cost advantages throughout the entire lifecycle. It is particularly favored by high-end commercial buildings and public infrastructure projects.
Global (especially in Europe and America) fire safety regulations continue to tighten, driving the adoption of A2-level fire-resistant mineral core as the standard configuration for high-rise buildings. When choosing PVDF ACP, it is essential to simultaneously confirm the fire resistance grade of the core material to comply with local building regulations.
This directly affects the cost and supply of PVDF coatings, and is currently the most notable industry variable to be monitored.
Specific Impact and Analysis
With the rapid growth of the new energy vehicle and energy storage industries, the demand for lithium battery-grade PVDF (used in battery adhesives) remains strong, with a projected year-on-year growth rate of up to 25% in 2026. This has led to a greater concentration of PVDF production towards the high-profit lithium battery sector.
Affected by the above factors, the market presents a "total supply is loose, structural tightness is increasing" pattern. Ordinary products have sufficient supply, but high-quality PVDF for high-end building coatings and lithium batteries may experience structural price increases. As of December 2025, the highest market price has reached 56,000 yuan per ton.
Despite fluctuations in the upstream, PVDF ACP still maintains a stable base in the terminal markets such as building facades, etc., thanks to its performance advantages.
In the global aluminum composite panel market, PVDF-coated products account for 65.89% of the revenue share, and are expected to continue to grow at a compound annual growth rate of approximately 6.70%. They are the absolute top choice for the high-end market.
Its growth is mainly attributed to its extremely long service life (20-25 years) and cost advantages throughout the entire lifecycle. It is particularly favored by high-end commercial buildings and public infrastructure projects.
Global (especially in Europe and America) fire safety regulations continue to tighten, driving the adoption of A2-level fire-resistant mineral core as the standard configuration for high-rise buildings. When choosing PVDF ACP, it is essential to simultaneously confirm the fire resistance grade of the core material to comply with local building regulations.