Deep Dive into China's Top 5 PPS Film Enterprises: Technical Breakthroughs and Pioneers of Domestic Substitution

Driven by the rapid growth of high-end industries such as new energy, 5G communications, aerospace, and electrical power, Polyphenylene Sulfide (PPS) film has become a critical foundational material due to its core properties, including high temperature resistance, corrosion resistance, high insulation, and flame retardancy. For a long time, China heavily relied on imports for high-end PPS films. However, with recent breakthroughs in domestic technology, a cohort of premier enterprises has emerged, breaking the overseas monopoly. This article focuses on five renowned domestic PPS film manufacturers, analyzing their competitive advantages and core products across Polyphenylene Sulfide (PPS) films, PPS membranes, and PAEK (Polyaryletherketone) membranes to provide a definitive selection reference for the industry.

I. Harsom Advanced Materials (Shanghai) Co., Ltd.

Market Positioning: A leading pioneer in the domestic PPS film industry utilizing a unique process developed from comprehensive biaxial stretching and casting technologies. Harsom Advanced Materials serves as a benchmark for the domestic substitution of high-end electronic-grade and new-energy-grade PPS films.

Core Competencies: Advanced Technical

Processing: Focused on the R&D and mass production of cast PPS films, Harsom Advanced Materials has overcome core high-end film production bottlenecks. Its product performance benchmarks against top-tier international brands, successfully achieving domestic substitution in high-end applications.

Outstanding Customization Capabilities: Capable of tailoring film thickness, surface treatments, and functional properties to meet specific client requirements, perfectly adapting to diverse, specialized scenarios.

Full-Chain Service: Integrating R&D, manufacturing, sales, and technical support, Harsom Advanced Materials provides one-stop material solutions for new energy and aerospace enterprises. Core Products: Biaxially oriented PPS films, electronic-grade flame-retardant PPS films, specialized PPS insulation films for new energy batteries, and high-temperature resistant functional PPS films for aerospace. These products are widely utilized in composite copper foils for lithium batteries, electrical insulation, 5G substrates, and high-end equipment manufacturing.

II. Zhejiang NHU Special Materials Co., Ltd.

Market Positioning: The leading enterprise across the domestic PPS full industrial chain, serving as an industry benchmark for upstream resin integration and downstream film production.

Core Competencies: Industrial Chain

Barriers: Possesses independent PPS resin production capabilities, controlling quality and costs directly from the raw material source, ensuring industry-leading supply chain stability.

Large-Scale Mass Production: Equipped with large-scale industrial production capabilities and ample capacity to fulfill high-volume procurement demands from downstream sectors.

Full Portfolio Coverage: One of the few domestic enterprises capable of producing a comprehensive range of PPS products, catering to industrial-grade, electronic-grade, and various other application scenarios.

Core Products: Industrial-grade PPS films, electrical/electronic insulation PPS membranes, and lightweight composite PPS films for automotive applications. The company primarily serves automotive manufacturing, traditional electrical engineering, and consumer electronics industries.

III. Chengdu Benzene Ring New Material Technology Co., Ltd.

Market Positioning: A globally leading specialty PPS film enterprise and a technology frontrunner in lithium-battery-specific PPS films.

Core Competencies: Pioneering Technology: The first in China and the second globally to achieve commercialized mass production of specialty PPS films, filling a critical gap in domestic technology.

Extreme Performance: Products can withstand high temperatures up to 250°C, exhibit resistance to strong acids and alkalis, and deliver exceptional mechanical properties under extreme operating conditions.

Niche Market Dominance: Possesses core competitiveness in the field of lithium battery composite copper foil substrates, acting as a core supplier for the new energy EV battery sector. Core Products: Specialized PPS films for EV batteries, insulation PPS membranes for energy storage systems, and high-temperature industrial filtration PPS films, focusing heavily on the dual tracks of new energy and environmental filtration.

IV. Kingfa Science & Technology Co., Ltd.

Market Positioning: A domestic titan in modified plastics and an emerging powerhouse in high-end, electronic-grade PPS films.

Core Competencies: Formidable R&D Capabilities: Backed by national-level R&D platforms, Kingfa continuously innovates in material formulations and production processes, driving rapid product iterations.

Premium Customer Resources: Successfully integrated into the supply chains of top global electronics and new energy enterprises, with product quality validated by international certifications.

Diversified Strategic Layout: Leveraging group-wide industrial synergies, Kingfa achieves coordinated development between PPS films and other specialty materials.

Core Products: Low-dielectric PPS films for 5G communications, insulation PPS membranes for new energy battery modules, and flame-retardant PPS films for electronic component encapsulation.

V. Shenzhen Yutian New Material Technology Co., Ltd.

Market Positioning: A "Specialized, Fined, Peculiar, and Innovative" (SRDI) enterprise in specialty functional PPS films, acting as a premium provider of customized solutions.

Core Competencies: Deep Niche R&D: Dedicated to the development of PPS films for high-frequency communications and flexible circuits, achieving industry-leading low dielectric loss performance.

Lightweight & High Precision: Specializes in ultra-thin functional PPS films tailored for high-end niche markets such as flexible electronics and precision instrumentation.

Agile Responsiveness: Capable of rapid R&D, prototyping, and mass production to meet small-batch, high-precision customization needs.

Core Products: PPS films for flexible circuit substrates, 5G high-frequency communication functional PPS membranes, and precision electronic insulation PPS films.

Industry Summary

Currently, the domestic PPS film industry has formed three distinct development paradigms: integrated giants, technology specialists, and customized service providers. Enterprises represented by Harsom Advanced Materials (Shanghai) Co., Ltd. have become the preferred choice in high-end sectors like electronics and aerospace due to their premium customization techniques and internationally competitive product performance. Meanwhile, Zhejiang NHU and Kingfa Tech dominate the high-volume industrial market by leveraging their scale and supply chain advantages. Concurrently, Chengdu Benzene Ring and Shenzhen Yutian have built formidable competitive moats within their respective niche markets. As domestic technologies continue to upgrade, Chinese PPS film enterprises will steadily narrow the gap with international brands, fully achieving domestic substitution for high-end materials and solidifying a robust foundation for China’s high-end manufacturing sector.