In 2026, the overall domestic market size of shock absorber components is expected to reach 90 billion yuan, a year-on-year increase of 45.2%; active electronic damping (CDC air suspension, nitrogen electronic damping) grows by 9%, with the market size exceeding 4.1 billion USD in 2026.
1. New energy vehicle models have a weight increase of 20%-30%, significantly boosting the value of the single-vehicle shock absorption system; high-end electric vehicles are standard-equipped with dual-chamber air springs;
2. Domestic manufacturers have broken through algorithm barriers; Baolong, Tiancheng Auto-control, etc., mass-supply Tank, Fangchengbao, and high-end BYD models, breaking the foreign monopoly of Bosch and Continental;
3. Off-road modified shock absorber exports explode: overseas orders for domestic external-reservoir nitrogen shock absorbers increased by 36.7% YoY; modification demand for pickup trucks and Wranglers in North America and the Middle East is strong, with significant incremental growth in the replacement aftermarket.