Fluoride glass technology innovation leads the industry upgrade, and multi-field application expansion opens up new market space

——The process of new material research and development and industrialization is accelerated to help implement the "dual carbon" strategy.

In recent years, with the rapid development of new energy, high-end manufacturing and other fields, fluorinated glass, as an important branch of high-performance materials, has made multiple progress in technological breakthroughs and industrial applications. From photovoltaic power generation to infrared optics, from precision etching to environmentally friendly coatings, fluorinated glass is promoting the green transformation of the industry with an innovative attitude and has become a hot track in the field of new materials.

1. Technological breakthrough: innovation in perfluorinated glass ceramics and etching technology

① Research progress of low-phonon perfluorinated glass-ceramics

A domestic company has made an important breakthrough in the field of low-phonon perfluorinated glass-ceramic materials, solving the transparency problem of traditional fluoride glass due to poor stability. With its ultra-low phonon energy characteristics, this material has shown unique advantages in the fields of mid-wave infrared optical devices, medical laser equipment, etc., and can be widely used in scientific research and industrial detection systems in the future.

② Patented glass etching solution improves manufacturing accuracy

 The newly developed new glass etching liquid significantly improves the etching uniformity through the synergistic effect of potassium fluoride, sodium fluoride and ammonium fluorosilicate, combined with additives such as carboxymethyl cellulose. This technology can optimize the processing technology of microelectronic glass devices and provide higher precision solutions for the semiconductor and display panel industries.

2. Expansion of application scenarios: Photovoltaic and new energy fields become the core driving force

① Mass production of the world's thinnest photovoltaic glass

China has successfully mass-produced photovoltaic glass with a thickness of only 1.6 mm, which has both high light transmittance and corrosion resistance. This breakthrough not only meets the demand for lightweight photovoltaic modules, but also promotes the transformation of the "Millennium Salt Capital" into a new material industry cluster worth hundreds of billions of yuan through the efficient use of brine resources.

② Fluorinated carbon materials help new energy batteries

The newly developed carbon fluoride material, as the core positive electrode of lithium carbon fluoride batteries, has been applied to space probe batteries and expanded to civilian drones, automotive electronics and other fields. The angel round of financing it recently obtained will accelerate the intelligent transformation of production lines, further reduce material costs, and promote the industrialization process.

3. Industry Chain Collaboration: Industry-University-Research Integration Accelerates Technology Transformation

① Deepening of the industry-university-research cooperation model

The technical cooperation between a domestic company and Shanghai Jiaotong University has achieved a "double breakthrough" in lithium-grade PVDF resin and environmentally friendly coatings, and promoted the extension of the fluorine material industry chain to high-end. This model shortens the technology transformation cycle by integrating the research and development resources of universities and the industrialization capabilities of enterprises.

② Capital influx boosts technology adoption

From January to April 2025, there were 6 financing events, covering high value-added products such as single-walled carbon nanotubes and magneto-optical crystals. The favor of capital not only eased the R&D pressure of enterprises, but also accelerated the large-scale application of fluoride glass-related technologies through market mechanisms.

4. Market Trends: Traditional glass is under pressure, while fluoride glass grows against the trend

The current traditional float glass industry is facing the triple pressure of high inventory, low profits and weak demand, and some production lines are forced to shut down. In contrast, fluorinated glass has grown against the trend due to its irreplaceable role in new energy and high-end manufacturing. For example, the demand for photovoltaic glass continues to rise driven by the "dual carbon" policy, and the output in 2024 increased by 14.33% year-on-year. In addition, sub-sectors such as energy-saving glass and infrared optical glass have also become important directions for corporate transformation.

5. Challenges and Prospects: Cost and Standardization Are Key

Although fluoride glass has great prospects, its development still faces challenges:

- Cost control: For example, carbon fluoride materials rely on high-priced raw materials, and costs need to be reduced through optimization of the entire industry chain;

- Environmental standards: The promotion of environmentally friendly products such as PFOA-free coatings must comply with international regulations, forcing companies to upgrade their technology;

- Capacity matching: The contradiction between the surging demand for emerging applications and the lagging capacity layout needs to be resolved urgently.

Conclusion

The technological innovation and market expansion of fluorinated glass is not only an advancement in materials science, but also a microcosm of global energy transformation and industrial upgrading. With the advancement of the "dual carbon" goals, fluorinated glass is expected to release greater potential in photovoltaics, new energy batteries, high-end optics and other fields, and become a benchmark for high-quality development of the new materials industry. In the future, the synergistic effect of policy support, capital investment and technological breakthroughs will further promote this field to the forefront of international competition.

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