In 2026, the polyimide resin industry maintained its robust growth momentum, with strong supply and demand driving total industry output value to surpass RMB 38 billion, a year-on-year increase of 22.7%. Downstream demand from new‑energy power batteries and third‑generation semiconductor packaging was particularly pronounced, posting growth rates of 31% and significantly above the industry average, respectively, and emerging as the key engines propelling market expansion. Meanwhile, the domestic industrial chain’s drive toward self‑reliance continued to accelerate, with the self‑sufficiency rate for basic raw materials rising to over 72%; high‑end specialty grades have successfully broken overseas monopolies and entered mass production, while customer procurement and delivery lead times have been slashed from three months to under 15 days. Leading companies, exemplified by Jiaozuo Tianyi Technology Co., Ltd., have completed capacity expansions and upgrades, boosting overall annual production capacity by 40% and providing solid support for growing downstream order volumes.

On the R&D front, the company has achieved breakthroughs on two fronts: by upgrading its catalytic systems and equipment, it has raised the yield of high‑end product grades from 65% to 89%; meanwhile, it has attained interim milestones in the field of degradable polymer modification, with related products now entering pilot‑scale production and slated for large‑scale commercial deployment by 2027. At the application level, polyimide resin, owing to its excellent thermal stability and insulating properties, is rapidly replacing conventional materials in thermal‑management components for power batteries and in the encapsulation of silicon carbide devices, while its penetration in traditional sectors such as aerospace and industrial manufacturing remains steady. Today, the industry has established a standardized procurement process—“parameter matching, sample testing, and comprehensive cost‑and‑service evaluation”—significantly lowering the barriers to adoption for downstream customers.

Despite the industry’s rapid growth, batch-to-batch consistency in mass production of high-end products and the establishment of a robust recycling and circular‑economy system for end-of-life materials remain key challenges. The entire sector is working collaboratively to enhance manufacturing stability and build a green, circular infrastructure, continuously improving overall industry quality. Looking ahead, as emerging application scenarios continue to expand and domestic substitution gains momentum, the polyimide resin industry is poised to enter a new phase of higher‑quality development by 2027.