Organic fluorine and other new chemical materials usher in development opportunities

New chemical materials are an important part of new materials in strategic emerging industries. Experts believe that the development of new chemical materials should focus on the planned layout of key projects in industrial upgrading in advance, such as large aircraft, defense and military, new energy vehicles, solar power and other fields, only to do a good job in materials can grasp the development of related downstream industries Bring market opportunities.

New chemical materials are an important branch of the new material industry, and they are also the most dynamic and potential areas for development of the basic chemical industry. The industry believes that China's current focus on the development of new chemical materials into organic fluorine materials, deep processing of organic silicon, intermediate preparation, high-performance engineering plastics, high-performance fibers and composite materials, high-performance polyurethane, special rubber and other seven areas.

New chemical materials are concentrated in the small and medium-sized board and the GEM. Therefore, they have the property of small-cap stocks. To obtain excess returns, you can track the SME board index. Chemical New Materials Company has a good growth, short-term valuation is high, and reasonable expectations for mid- to long-term valuations are generally 25 times P/E. Chemical New Materials has strong ability to transfer costs downstream.

Market analysts believe that investors can pay attention to the organic fluorine materials and special rubber industries in new chemical materials. In the past ten years, the sales of fluorine chemical industry in China (including inorganic fluorine chemicals and organic fluorine chemicals) have maintained an average annual growth of 15% to 20%, and the average annual growth rate of the production capacity and output of important products has reached more than 20%. Even more than 40%. With the support of policies (such as the recent promulgation of hydrogen fluoride admission conditions), the field of organic fluorine chemical workers in China is expected to usher in the opportunity for industry consolidation and rapid development during the “12th Five-Year Plan” period.

“At present, China's new materials industry is in a strong stage of development. The new materials industry accounts for about 30% of GDP, and it is expected to maintain an annual growth rate of over 20%. There is a huge amount of development space.” said Bao Yu, President of the China Industrial Clusters Research Institute. China's new material industry will usher in a period of rapid development during the 12th Five-Year Plan period.