New material industry: The average annual compound growth rate exceeds 20%, or the trillion-dollar market will explode. Seven major directions need to be paid attention to

2021/12/13

My country's new material industry is in a transitional stage from self-sufficiency of low-end products to independent research and development of high-end products and import substitution. The production capacity of domestic high-end new materials has increased significantly in recent years. According to relevant data, the following major development directions of materials are: Or it will achieve a huge market with huge potential. Friends who make plastic can collect it and maybe use it!

The agglomeration effect of the new material industry is remarkable, and the geographical distribution of the subdivisions has its own emphasis. The scale of new energy in Jiangsu, Shandong, Zhejiang and Guangdong exceeded 1 trillion yuan, followed by Fujian, Anhui, and Hubei, with a scale of over 500 billion. The new material industry in the Yangtze River Delta focuses on new energy vehicles, biology, electronics and other fields, the Pearl River Delta focuses on the research and development of high-performance composite materials, and the Bohai Rim region pays more attention to special materials and cutting-edge materials.

Data show that the output value of my country's new material industry has increased from 0.8 trillion yuan in 2011 to 4.5 trillion yuan in 2019, with an average annual compound growth rate of more than 20%. It is expected that the total industrial output value will reach 10 trillion yuan by 2025. What are the factors behind the rapid growth of the industry? What are the future development directions? The reporter interviewed upstream and downstream enterprises and industry experts in the industry chain.

Both supply and demand force the market to be dynamic

The total production capacity is 25,000 tons! On September 8, my country's first 10,000-ton carbon fiber production base was put into operation in Xining, Qinghai. In the workshop, bundles of white raw filaments are carbonized at a high temperature of more than 1,000 degrees Celsius and wound into a shaft of high-performance black carbon fiber.

Don't underestimate this bundle, which is equivalent to the thickness of an audio tape. It contains more than 12,000 carbon fibers, connecting each single filament of a carbon fiber axis, which can circle the earth one and a half times. It can also bear a weight of about 130 kg, and has the advantages of high temperature resistance, friction resistance, corrosion resistance, etc. It can be used in strategic emerging industries such as aerospace and wind power generation, and is called "material black gold".

"The production line from raw materials to products leaving the factory is about 1 km long, involving more than 3,000 process parameters, which is very difficult. The commissioning of the project also realizes the design of a single-line annual output of 3,000 tons of high-performance carbon fiber production lines and high-end complete sets of technology. Independently controllable." Lian Feng, executive deputy general manager of Zhongfu Shenying Xining Company, said that this year's carbon fiber orders are expected to be three times that of last year.

Since 2014, my country's carbon fiber demand has grown steadily at an average annual growth rate of more than 13%. In 2020, the demand for carbon fiber in my country will reach 48,900 tons, and the domestic supply of carbon fiber will be 18,500 tons. In addition, the overseas supply is unstable, and carbon fiber can be described as "a family with women and a hundred families seeking it".

Zhang Jiheng, general manager of Beijing Tianhai Industry Co., Ltd., specially came to Xining to "grab" orders. "The hydrogen storage cylinders we produce are wound with high-performance carbon fiber, which can reduce the weight by about 70% compared with pure steel gas cylinders. Nowadays, many companies are in Seizing the opportunity of hydrogen energy development, the demand for hydrogen storage bottles has grown rapidly, which has also led to a surge in carbon fiber demand."

The development of carbon fiber industry is the epitome of the vigorous development of my country's new material industry. "Since this year, our new material business has experienced an 'acceleration', and the performance support has continued to improve. The proportion of revenue and net profit has increased from 19% and 36% at the end of last year to 23% and 41% in the first half of the year, respectively." Zhou Yuxian, chairman of China National Building Materials Group, said that as the world's largest comprehensive building materials industry group and the world's leading developer of new materials, China National Building Materials Group has clearly felt that since the beginning of the "14th Five-Year Plan", high-tech industries have continued to grow, driving demand for new materials. ; New materials continue to be upgraded, and more industrial applications are expanded. The new material industry is forming a higher-level dynamic balance in which demand drives supply and supply creates demand.

Demand drives supply and drives industrial upgrading. "Full production and full sales this year!" The ultra-white rolled photovoltaic glass produced by Luoyang Glass Co., Ltd. largely determines the power generation efficiency of photovoltaic modules. Zhang Rong, deputy general manager of the company, analyzed that the company seized the development opportunities brought to the photovoltaic industry by the realization of the carbon neutralization goal, and conducted research and development and production in a targeted manner according to the needs of downstream customers. "Since this year, in response to the downstream demand for large size and thinning, we have appropriately increased the length and width of the glass version, and improved the strength, transmittance, material aging resistance and other properties, and the product has almost zero inventory."

Supply creates demand and expands consumption space. Lithium battery separator is a key material in the production of new energy batteries. In response to the technological development trend of high energy density, long life and high safety of lithium battery separators, Sinoma Technology has improved the coating formula and process, and used oil-based mixed coating and other coating technologies to further improve the heat resistance and safety of lithium batteries. . "The new technology has been recognized by the domestic and foreign markets, and the production and sales of diaphragms have increased significantly year-on-year." Xue Zhongmin, chairman of Sinoma Technology, introduced that new materials will help broaden the "track" of the lithium battery industry. It is expected that by 2025, the demand for lithium batteries will exceed 2140 GW, correspondingly driving the demand for diaphragms to exceed 25.6 billion square meters.

Seven development directions

01 One of the new material directions: lightweight materials

Carbon fiber is used in aerospace, automotive and other fields for its excellent properties. my country's carbon fiber industry has problems of low capacity utilization and few high-end products. Realizing the dual autonomy of carbon fiber large-scale production and application development is the key to improving my country's national defense strength and ensuring the stability of the supply chain. Aluminum alloy body panels are used in the heaviest car body and are the key material to achieve lightweight goals. The aluminum alloy body panels with complex production processes in my country have begun to be exported. The localization of aluminum alloy body panels is the key to improving the competitiveness of my country's auto industry and helping the country achieve the goal of energy conservation and emission reduction.

02 The second direction of China's new materials: aerospace materials

Polyimide (PI) has high application value in many cutting-edge fields such as aerospace, high-end electronic components, and semiconductors. In my country, high-end PI films and other high-end PI products still face the problem of "stuck neck". Silicon carbide fiber (SiC fiber) is another new type of high-performance fiber developed after carbon fiber. Globally, silicon carbide fiber technology is still developing and iterating rapidly, and Chinese companies are expected to usher in the opportunity of overtaking in corners.

03 The third direction of new materials: semiconductor materials

Silicon wafers are the main raw material for semiconductor devices and solar cells. Most of the silicon wafer production capacity for photovoltaics is concentrated in my country, and the production technology level is the world's leading. The manufacturing process of semiconductor silicon wafers is more complicated, and some domestic companies are trying to break down technical barriers. Silicon carbide is an important raw material for power devices, and its industrial structure is dominated by the United States. In recent years, the material has continued to penetrate into electric vehicles, photovoltaics, smart grids and other fields, and has strong downstream demand. Sputtering targets are one of the core materials of integrated circuits; from 2013 to 2020, the compound growth rate of the global target market size will reach 14%.

04 National New Material Direction No. 4: New Plastics

Polyamide (PA) materials are subject to the technical barriers of foreign companies for raw material production technology. Under the background of "carbon neutrality" and "replacing steel with plastic", the domestic substitution of this material is of great significance to the development and progress of my country's new energy industry, electronic communication, transportation and other fields. Polyphenylene sulfide is a special engineering plastic with excellent physical and chemical properties, which has made important contributions to the lightweight of automobiles and the prevention and control of air pollution. Polylactic acid is widely used in many fields such as medical equipment and 3D printing due to its excellent mechanical properties and environmental protection, but it is highly dependent on imports.

05 The fifth direction of new materials in the country: new materials for electronic and electrical capacitors

Electronic paste is the key to the manufacture of electronic components such as thick film resistors, and is widely used in photovoltaics, aviation, military and other fields. At present, leading domestic electronic paste enterprises are committed to producing high-quality, cost-effective electronic pastes, with a market share There is a lot of room for improvement. Electronic ceramics can be widely used in communication, industry, automobile and other fields. Among them, MLCC, as the electronic ceramics with the largest output and demand, matches the development trend of electronic components market and national policy orientation.

06 The sixth direction of new materials: multi-purpose new materials

Polyphenylene ether resins are widely used in electrical machinery, IT, automobiles, military industries, etc. The global market demand and consumption of modified polyphenylene ethers are increasing year by year. The para-aramid fiber industry has a high degree of concentration. At present, the domestic self-sufficiency rate of para-aramid fiber production capacity is about 20%, and it is heavily dependent on imports. Super absorbent resin (SAP) has the characteristics of good water absorption, moderate price and good safety. It is expected that the global demand for SAP will increase to 4.4 million tons in 2025. With the increasing aging of the domestic population and the liberalization of the fertility policy, it is estimated that the size of China's SAP market will reach 14.51 billion yuan in 2023.

07 New Material Direction Seven: Optical and Electronic Chemicals

Optical films are widely used in electronic displays, buildings, automobiles, new energy, etc. At present, my country has achieved domestic substitution in the field of low-end optical films. In the field of high-end optical films, Chinese enterprises are seeking technological breakthroughs and industrial upgrading through endogenous and epitaxy methods. Photoresist is a cutting-edge material used in the semiconductor manufacturing, PCB, and panel industries. At present, the localization ratio of photoresist in China is very low, and high-end semiconductor photoresist is basically completely dependent on imports. Breaking through the overseas technology monopoly of photoresist has become a key link in my country's scientific and technological frontier research. OLED is the representative of a new generation of display technology in the world, and is expected to become the mainstream display technology in the field of mobile phone panels. Chinese manufacturers are actively expanding production in the OLED panel industry. In the future, production capacity will grow rapidly, and the potential demand for localized OLED materials will be strong. In the field of high-value luminescent materials finished products, my country has initially achieved domestic substitution, and some subdivided products have been supplied to domestic panel manufacturers in large quantities, but there is still a gap between the technology and production capacity and the international leading level, and the international competitiveness There is still much room for enhancement.

Key words:

New materia,Carbon fiber

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