Analysis and Review of the Glass Fiber Industry in 2025

In 2025, the glass fiber industry has demonstrated a favorable development trend. The "Government Work Report" has promoted the stabilization and recovery of the real estate market. Coupled with the policy of renovating urban villages, the demand outlook for the building materials industry has improved. Meanwhile, the demand in the wind power and new energy vehicle sectors remains consistently robust, becoming important growth engines for the glass fiber industry. As the core reinforcing material for wind turbine blades, wind power yarn has witnessed a remarkable growth in orders. Moreover, the trend of lightweighting in new energy vehicles has led to a continuous increase in the demand for thermoplastic chopped glass fiber in applications such as battery casings and structural components. The specific analysis is as follows:

I. Supply-demand Structure

1. Driving Factors on the Demand Side

-Wind Power Generation: With the continuous increase in the global installed capacity of wind power generation, the demand for glass fiber reinforced materials in wind turbine blades has also risen. It is expected that the global installed capacity will reach 150GW in 2025, which will strongly boost the demand for wind power yarn.

-New Energy Vehicles: The trend of lightweighting in new energy vehicles has increased the demand for thermoplastic chopped glass fiber in components such as battery casings and structural parts.

-Construction Sector: The "Government Work Report" in 2025 aims to stabilize and reverse the decline of the real estate market, and the policy of renovating urban villages is being implemented. These measures are expected to enhance the demand for building materials, including glass fiber.

-Other Fields: The development of high-end fields such as 5G communication and AI robots has also increased the demand for glass fiber, bringing new opportunities to the industry.

2. Analysis of the Supply Side

After the capacity adjustment in 2024, the pace of new capacity expansion in the glass fiber industry has slowed down. Although some enterprises plan to resume production or expand in 2025, the overall capacity release cycle is long, and the supply pressure is limited in the short term. At the same time, leading enterprises are optimizing their product mix, gradually reducing the proportion of low-end production capacity, and moving towards high value-added areas to further improve the industry's competitive landscape.

II. Green Development

In terms of green development, the glass fiber industry is actively promoting zero-carbon intelligent manufacturing. The construction of the Huai'an Zero-carbon Intelligent Manufacturing Base of China Jushi is an important symbol of the industry's green transformation. The base uses entirely green electricity for production, implements a green energy plan, low-carbon production technologies, and a zero-carbon circulation model, achieving a comprehensive zero carbon emission performance. Through green development measures throughout the entire life cycle, including at the research and development, production, and governance stages, Jushi Group has not only enhanced the performance of its products but also reduced resource consumption and environmental pollution.

Overall, the glass fiber industry in 2025, driven by the expected improvement in demand for traditional building materials, strong demand in emerging areas and green transformation, is moving toward high-quality development, and the industry has broad prospects..