"Under the background of the current new round of industrial upgrading and technological revolution, the new materials industry will surely become the cornerstone and leader of the future development of high-tech industries, and will have a profound impact on the development of global economy, technology, environment and other fields. China is a graphite resource. A large country, it is also one of the most active countries in graphene research and application development." On October 23, 2015, President Xi Jinping talked about the development of new materials industry while visiting the National Graphene Institute at the University of Manchester, UK.
In recent years, with the expansion of the new material market and the promotion of industrial capital, new material research and development results have emerged intensively. In China, more and more new material applications appear in our daily lives. The new material industry has become an investment outlet, and it is redefining the "new territory" of the material industry. China is "detonating" a new material industry revolution.
In life, new materials are everywhere
New materials are affecting and changing the lives of human beings, ranging from food, clothing, housing and transportation to the national economy and the people's livelihood.
In the current and future key development areas, aerospace, electronic information, new energy, high-end manufacturing, etc. are inseparable from the strong support of new materials. New materials are showing their advantages in application scenarios such as new energy vehicles, functional clothing, and smart homes. Excellent performance. Among them, new materials represented by graphene have attracted much attention.
Smart wearable products made of graphene are light and flexible, and can even release heat in the form of radiation. For example, heat-generating clothing made of new materials is not only "high-value", but also hidden "black technology"-as thin as silk stockings, but below zero There is no coldness at 20°C.
Dongxing Securities predicts that the market size of wearable devices in China is growing steadily and is expected to reach 60.7 billion yuan in 2020. The market scale of the corresponding new material graphene film is expected to reach 40.5 billion yuan in 2020.
New materials industry analysts said frankly, "Once the bottleneck of graphene's macro-preparation technology and application technology is completely broken, its market size will reach a trillion-level output value."
In addition to new materials that can be used in wearable devices, new materials such as high-temperature carbon conversion electrode materials and nanocomposite materials developed are also widely used in the field of new energy vehicles.
After 7 to 8 years of persistence, Li Sixing, an entrepreneur in the new materials industry, finally ushered in the "spring" of new material products from the laboratory to the market application-Hunan Yijia Zhiene New Material Technology Co., Ltd. (hereinafter referred to as " The graphene heating film developed by "Yijia Zhiene") was applied to the thermal management system of new energy vehicles for the first time, realizing a new breakthrough in the application of graphene products in this field.
Green and intelligent is becoming a new trend in the development of new materials. At present, more than 80% of the insulating glass in developed countries uses LOW-E glass (also known as "low-e glass"), and its excellent heat insulation effect and good light transmittance have entered the public life; simple and even prefabricated buildings have adopted new The use of materials and new technologies can reduce the use of paint and solvents and reduce secondary pollution.
In this regard, Tu Hailing, an academician of the Chinese Academy of Engineering and an electronic materials expert, said, [Green and intelligent new material technology and industrialization will become the main direction of future development. While pursuing benefits, it will pay more attention to the goals of resource conservation, environmental protection, public health, and smart cities. ."
New materials become a new outlet for investment
The basic position of the new material industry in the economy and national defense security of developed countries in the world has been highlighted. These countries have listed new materials as one of the most important areas in the national science and technology development plan.
"Developed countries have formulated relevant strategic plans and invested heavily in order to seize the strategic heights of new materials technology." On January 5, Shi Faman, co-founder of New Materials Online, said in an interview with China Economic Weekly.
The Ministry of Industry and Information Technology predicts that by 2025, the total industrial output value will reach 10 trillion yuan, and maintain an average annual growth rate of 20%; by 2035, the overall strength of my country's new materials industry will leap to the forefront of the world, and the new material industry development system will be basically completed and able to Provide basic support for the realization of a manufacturing power in the middle of this century.
With the globalization of the economy and the intensified trend of market internationalization, China has become a hot spot for new materials investment with its huge market potential and policy support, and the center of the world's new materials industry is further shifting to China.
In 2019, the chemical giant BASF plans to invest 10 billion US dollars in Zhanjiang to build a modified engineering plastics production plant; in November 2018, the Tianjin plant of Huntsman Composites in the United States started construction, with a total investment of 130 million yuan.
In addition to multinational companies that are optimistic about China's new materials market, a large number of industrial capitals have entered the new materials industry under the strong promotion of multiple favorable domestic policies. In recent years, the proposed financing of new materials has maintained rapid growth.
According to New Materials Online statistics, since 2014, the number of domestic new material projects to be financed has maintained rapid growth. As of the end of 2018, the number of new material projects included has reached 3,923.
Shi Faman believes that [enterprises and investment institutions are optimistic about the development prospects of the new materials industry. The influx of capital from various sources has brought stimulus effects to the new materials industry, making it present unprecedented new hotspots and new trends."
At present, new materials projects are mainly focused on advanced polymer materials, high-performance fibers and composite materials and metal materials. As new materials are widely used in the fields of new energy, environmental protection, communications, aerospace, national defense and military industries, and the market demand is relatively large, the above fields have become hot projects pursued by the new materials industry.
According to the research and analysis of Cerei, affected by the local economic development and entrepreneurial environment, Guangdong, Jiangsu, and Shanghai have become the top three domestic new material project clusters, and the new material project financing shows that the angel round and A round projects account for the majority of financing. Features such as large scale.
Trillion scale, new materials redefine the new landscape of the industry
As the basis for supporting the development of the national economy and the leader of the development of high-tech industries, the new materials industry is redefining the territory of the materials industry.
According to new materials online statistics, the scale of China's new materials industry market is growing rapidly. In 2017, the scale of China's new materials industry was about 3.4 trillion yuan. It is estimated that by 2020, the scale of the new materials industry will exceed 5 trillion yuan.
Experts pointed out that my country's new materials industry is showing a steady growth trend, and the advantages of lithium battery materials, semiconductor materials, graphene materials and other advantageous sub-sectors are leading the world.
The performance of China's lithium battery materials industry is particularly outstanding, especially in the field of power lithium batteries. Since 2014, the global lithium-ion battery consumption has grown rapidly. It is estimated that by 2022, the global demand for lithium-ion batteries for electric vehicles will exceed 325GWh. China is currently the fastest-growing country in the world's new energy vehicle industry. It is estimated that by 2020, China's demand for power batteries will exceed 90GWh.
The China Keystone Research Report predicts that China's lithium battery market will be close to 210 billion yuan in 2020, an increase of over 30%.
China's semiconductor materials industry has the largest growth rate in the world. In January this year, Alibaba Dharma Academy released the "Top Ten Technology Trends in 2020". The report pointed out that under the dual pressure of the slowdown of Moore's Law and the explosion of computing power and storage demand, it is difficult for classic transistors dominated by silicon to maintain the semiconductor industry. With the continued development of the world, major semiconductor manufacturers have no clear answer to the trend of chips below 3 nanometers. The new materials will realize brand-new logic, storage and interconnection concepts and devices through brand-new physical mechanisms, and promote the innovation of the semiconductor industry.
"New materials and new mechanisms will completely reshuffle the traditional semiconductor industry, including the growth of materials, the preparation of devices, and the working principles of circuits will undergo fundamental changes." The report also pointed out that from a longer-term perspective , More challenging materials and new physical mechanisms will be the key to the semiconductor industry's ability to maintain or even accelerate exponential growth.
In addition, China's graphene material technology is also in line with the world's leading level, and its downstream application market has accelerated the speed of graphene industrialization. Graphene technology has been applied to the heat dissipation system of Huawei's Mate 20 X. Samsung will launch mobile phones equipped with graphene batteries in 2020 as soon as possible...
CITIC Securities predicts that the graphene market will reach about 23 billion yuan by 2020. The rapid growth of the market is mainly contributed by the price of graphene powder used as a conductive agent, which will break the cost bottleneck, and the graphene conductive agent market will usher in a rapid pace. develop.
Seri Research also predicts that with the reduction of graphene costs and the increase in the penetration rate of downstream applications, the compound annual growth rate of the graphene market from 2018 to 2025 will reach 37.05%.
"With the rapid development of global manufacturing and high-tech industries, the market demand for new materials is increasing, and the development prospects for the new materials industry are very broad." Century Securities Research Report said.
