demand booms in three new energy tracks, and factory orders have been scheduled until 2027.
Processes such as pole piece slitting, die cutting, lamination and winding in lithium battery production all require high-purity oil-free compressed air. Unclean air source will cause battery scrap and even short circuit and fire. After adopting oil-free permanent magnet variable frequency air compressors, the product defective rate drops greatly, saving huge scrap losses every year. Energy-saving models can save more than 30% of electricity, with a single unit saving over one million RMB in electricity fees annually, and the investment payback period is only 12-15 months.
From silicon material purification and silicon wafer cutting to module packaging in the photovoltaic industry, more than a dozen processes are inseparable from compressed air. Air compressors in large silicon wafer bases run continuously 24 hours a day with huge power consumption. Energy-saving renovation can reduce energy consumption by 38%. Meanwhile, the waste heat of air compressors can be recovered for hot water production and factory heating, further cutting enterprise energy costs.
The hydrogen fuel cell air compressor is the core component of hydrogen energy vehicles, known as the "heart" of the fuel cell system, accounting for 8%-12% of the system cost with high technical barriers. With the accelerated layout of hydrogen fuel cell vehicles and hydrogen refueling stations, domestic fuel cell air compressors have achieved market breakthroughs and become a tens of billions-level blue ocean track.
In 2026, the air compressor industry ushered in the strictest energy efficiency policy. Low-efficiency air compressors of level 3 and below are completely banned from sale, and about 30% of old equipment faces elimination and replacement. Permanent magnet frequency conversion, two-stage compression, waste heat recovery and first-class energy efficiency have become industry standards.
