With the trend of globalization in energy conservation and carbon reduction, countries are competing to develop new energy vehicles to replace fuel powered vehicles. Therefore, electric vehicles are in the midst of vigorous development.
1、 Lightweight+thermal management, dual demand driving the growth of the tram adhesive industry
（1）. The application of lightweight materials has created a rich range of adhesive usage scenarios
Driven by the pressure of energy conservation and emission reduction, as well as the need to improve endurance, the lightweight of electric vehicles is accelerating. Automobile lightweight refers to minimizing the curb weight of a car as much as possible while ensuring its strength, safety, and reliability are not reduced. A decrease in the quality of a car can significantly enhance its energy-saving and emission reduction effects
（2）. The increase in demand for thermal management opens up the incremental market for thermal conductive adhesives
Improper thermal management can easily lead to safety accidents, and battery safety has become one of the most concerned factors for consumers when purchasing pure electric vehicles. Thermal runaway caused by improper thermal management is the main cause of power battery fire. Thermal runaway refers to overheating, fire, or even explosion caused by the chain reaction of single battery heat release, which causes the rapid change of battery self temperature rise rate. If the Thermal runaway of battery pack or single battery or single battery unit inside the system triggers the Thermal runaway of adjacent or other batteries in the battery system, it is called Thermal runaway expansion.
The demand of thermal management of electric vehicles for thermal conductive adhesive is also reflected in the level of electric motor control and Charging station. In summary, the necessity of lightweight and thermal management has opened up the demand space for the adhesive market for electric vehicles.
2、 Import substitution industrialization has gradually become a trend, and rubber for electric vehicles has gradually become high-end
（1）. Asia Pacific is the main region for automotive adhesives, and domestic substitution has become a trend;
（2）. By function: structural adhesive helps with lightweight, thermal conductive adhesive empowers thermal management;
（3）. By substrate: polyurethane has a wide temperature resistance range, epoxy resin has high bonding strength, and silicone sealing effect is good.
Polyurethane and silicone are the mainstream substrates for automotive adhesives, and different substrates are required for different adhesive points. The substrate for electric vehicle adhesives includes polyurethane, epoxy resin, organic silicon, acrylic acid, etc. Among them, polyurethane accounts for the largest proportion, about 1/3, followed by organic silicone, accounting for about 23%
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