电磁屏蔽膜是一种通过抑制电磁波传播来实现电磁干扰屏蔽与辐射防护的功能性材料；其核心功能包括阻隔电磁波穿透、防止信息泄露，并在复杂工作环境中保持稳定性能；按材料分可分为金属基、碳基、陶瓷基以及聚合物基电磁屏蔽膜材料。
现阶段电磁屏蔽膜材料的应用正由传统消费电子向汽车电子、通信数据中心及半导体领域加速迁移，未来增长动力来自算力中心扩容、半导体封装升级及汽车电子化提速带来的高屏蔽效能技术迭代。整体来说，数据中心以及AI技术的快速发展是推动中国电磁屏蔽膜市场规模增长的核心原因。
中国通信线缆复合膜材整体市场规模从2020年的72.0亿元稳步提升至2024年的119.7亿元，预计2029年将达到291.9亿元。算力中心驱动的通信线缆复合膜材市场规模由2020年的2.1亿元迅速增长至2024年的6.1亿元，预计2029年突破44.3亿元，成为行业增长的核心动力。
Electromagnetic shielding film is a functional material that mitigates electromagnetic interference and provides radiation protection by suppressing electromagnetic wave propagation. Its core functions include attenuating electromagnetic wave transmission, preventing information leakage, and ensuring stable performance in complex operating environments. Based on material composition, these films are categorized into metal-based, carbon-based, ceramic-based, and polymer-based types.
Currently, applications of electromagnetic shielding films are rapidly expanding from traditional consumer electronics into automotive electronics, communication data centers, and the semiconductor industry. Future growth will be driven by the expansion of computing infrastructure, advances in semiconductor packaging, and accelerated automotive electrification, all of which necessitate ongoing innovation in high-efficiency shielding technologies. Overall, the rapid development of data centers and artificial intelligence (AI) is a key catalyst for the growth of China's electromagnetic shielding film market.
The overall market size of composite materials for communication cables in China steadily increased from 7.2 billion yuan in 2020 to 11.97 billion yuan in 2024, and is projected to reach 29.19 billion yuan by 2029. Driven by the demand for computing centers, the market for composite materials for communication cables rapidly expanded from 210 million yuan in 2020 to 610 million yuan in 2024, and is expected to surpass 4.43 billion yuan by 2029, becoming the core growth driver of the industry.
