Thermal insulation materials market dynamics: capital outflows and future growth momentum coexist

Capital outflows and industry prospects Recently, the performance of Saite New Materials, which specializes in thermal insulation materials, has attracted attention in the stock market. On August 4, the net sales of main funds were 53,400 yuan (Securities Star, August 4, 2026), and just a week ago, on July 31, the net sales of main funds were as high as 2.3713 million yuan (Securities Star, July 31, 2026). Continuous capital outflows seem to reveal the market's concerns about some uncertainty in the short term in the insulation materials industry. Is this concern justified? From the perspective of the industry as a whole, the thermal insulation material market, especially the low-temperature thermal insulation material market, still shows