The thermal insulation mortar industry is poised for explosive growth


Release time:

2026-01-28

The insulation mortar industry is accelerating into a fast lane of development. By 2026, the domestic market is expected to see significant growth, with the dry powder insulation mortar segment performing particularly well. New construction applications account for 78% of the market, while existing building renovations contribute 25% of the demand growth. As a core material for building energy efficiency, the industry is brimming with vitality driven by both policy and technology.

 

The waterproof mortar industry is entering an explosive period driven by a combination of policy support and demand. According to the latest industry estimates, the domestic market size is expected to reach RMB 41.26 billion in 2026, marking a surge of 22.3% compared to 2025 and an expansion of over 10 times compared to before the implementation of new waterproof regulations. It has become the core growth engine in the specialty mortar sector.

Mandatory policy standards have become a key driver for industry expansion. After the implementation of new waterproofing regulations in April 2023, it was required that over 90% of the exterior walls of civil buildings adopt Grade I waterproofing standards, and a waterproof mortar layer must be included. By 2025, the newly commenced mileage of underground utility tunnels nationwide exceeded 800 kilometers, generating a special demand of 378,000 tons. In renovation projects for old residential areas, the application rate of waterproof mortar jumped from 32% to 89%, and the proportion of engineering channels has reached 58.4%.

Technological upgrading builds core competitiveness. Leading enterprises have increased their R&D investment, with the industry's R&D expenditure in 2025 seeing a year-on-year growth of 31%.

The market landscape continues to optimize. Domestic leading brands have achieved a market share exceeding 55%, and some top enterprises have achieved nationwide 24-hour delivery by constructing large production bases. Some companies are accelerating their transformation from product suppliers to service providers, offering an integrated solution of "materials + construction + quality assurance". Some real estate companies have included waterproof mortar in their strategic procurement list.

Industry experts point out that with the release of demand from new scenarios such as photovoltaic roofs and prefabricated buildings, coupled with the promotion of green building material certification, the waterproof mortar industry will maintain a high level of prosperity, with functionalization, environmental protection, and service-oriented approaches becoming the core of competition.

 

 

Key words:

redispersible polymer powder,RDP, thermal insulation mortar