Electromagnetic shielding materials are widely used in consumer electronics, automobiles, aerospace, communications and other fields. With the comprehensive development of 5G, cloud computing, AI and other industries, it has provided a large amount of market demand for the electromagnetic shielding materials industry.

According to BCCResearch statistics, the global electromagnetic shielding materials market has gradually expanded in recent years. From US$5.2 billion in 2013 to US$7 billion in 2018, the global electromagnetic shielding materials market reached US$9.25 billion in 2023, and is expected to grow at an annual rate of 10% over the next five years.

Relevant constituent stock information:

1) Fangbang shares

Reason for selection: The company's electromagnetic shielding film products have filled the gap in China's high-end electromagnetic shielding film field and broken the monopoly of overseas companies. The market share is the first in the country (33.42%) and the second largest in the world (19.60%). Currently, it is widely used in well-known terminal brand products such as Huawei, Xiaomi, OPPO, VIVO, and Samsung

2) Longyang Electronics

Reason for selection: The company is mainly engaged in R&D, production and sales of various electromagnetic shielding materials and some insulating materials. Downstream customers include well-known international terminal brands such as Apple, HP, Asus, and Dell, and well-known electronics foundry service companies in the industry such as Foxconn, Lixun, Guangda, Renbao, and Heshuo

3) Walter Shares

Reason for selection: The company can provide customers in the high frequency communication industry with polymer material solutions that meet different functional requirements such as high-speed signal transmission, electromagnetic shielding, LDS processing, heat management, and weight reduction

4) Kangda New Materials

Reason for selection: The subsidiary Bikong Technology is mainly engaged in R&D, production and sales of electromagnetic compatibility equipment, electromagnetic compatibility pre-test systems and related software, electromagnetic compatibility reinforcement products and shielding materials. Products mainly include electromagnetic compatibility pre-test systems, electromagnetic compatibility equipment, filters, filter components, power filter modules, electromagnetic shielding materials, etc.

5) Zhengye Technology

Reason for selection: The electromagnetic shielding film produced by the company is mainly used for flexible circuit boards (FPC) and is an important raw material for FPC. Direct downstream customers are PCB/FPC manufacturers such as Helitai, BYD, Shenzhen Knight, Ganzhou Minggao, Jingwang Electronics, Shangda Electronics, Epson, Shenzhen Guorihong, and Jiangxi Zhongdatai

6) Zhongshi Technology

Reason for selection: The company's main business is to independently develop and produce electromagnetic compatibility, shielding and thermal conductivity products to solve the reliability problems of smart electronic devices in complex and harsh electromagnetic interference environments and heating operating environments. It can be widely used in high-growth and emerging fields such as emerging consumer electronics, data centers, new energy and automotive electronics

7) Hong Fu Han

Reason for selection: The company's business scope includes thermal conductive materials, heat dissipation materials, electromagnetic shielding materials, etc. Customers include Foxconn Group, Peng Ding Holdings, Oifei Light, Murata, Amphenol Group, BOE, Lixun Group, Zhengwei Group, etc. Functional device products are eventually used in well-known consumer electronics terminal brands such as Apple, Microsoft, Amazon, Huawei, and Xiaomi

8) Feirongda

Reason for selection: The company's electromagnetic shielding materials and devices include conductive cloth liners, conductive silicone, conductive plastic devices, metal shielding devices, wave absorbing devices and soft connections. Mainly used in network communications, data centers (servers), consumer electronics, new energy vehicles, artificial intelligence, photovoltaic energy storage, medical care and household appliances

9) Alayde

Reason for selection: As a supplier of electromagnetic shielding materials, the company can provide integrated solutions including materials and design. Related products include extruded products, molded products, non-stretch products, and conductive silicone materials

10) Jiebang Technology

Reason for selection: The company can provide customers with precision functional parts and structural parts products with electromagnetic shielding functions. The products are eventually used in well-known consumer electronics terminal brands such as Apple, Google, Amazon, SONOS, etc.

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