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The gap in the new materials market is huge
The new materials have advantages in the fields of environmental protection, energy saving and emission reduction, flame retardant and high temperature resistance. Although the price is higher than traditional materials, it is still favored by the market. At present, China's new material market has a huge gap, and the overall self-sufficiency rate is about 56%. All others rely on imports. Among them, the new material self-sufficiency rate of chemical new materials is 52%, and the self-sufficiency rate of engineering plastics and special rubber is only 35% and 30%. The huge market gap and the support of national policies have created an excellent environment for the development of listed companies.
Among the A-share new materials companies, there are not a few companies with core technologies, continuous R&D capabilities, and strong industry integration capabilities. For example, Kangdexin relies on its obvious core technology advantages, and its integration capability is super strong, and it forms three business segments of 3D intelligent display, new materials and new energy vehicles. Dinglong Co., Ltd. is the only company in the print-compatible market with a full range of consumables production capacity. Yongtai Technology is also one of the most complete producers of fluorine fine chemicals in the domestic product chain, and the production of new materials such as single crystal and CF color plastic is just around the corner. China Ceramics has formed four layers of electronic chemicals, ceramic inks, nano-zirconia and ultra-fine alumina, and is continuously integrated.
Graphene into a development focus
Among many new materials, graphene is widely used in new energy vehicles, flexible displays, aerospace, etc. due to its strong electrical conductivity, hardest materials, high strength, high thermal conductivity and high light transmittance. Multiple areas. According to the agency's forecast, the global graphene size will be about 32.9 billion US dollars by 2018, of which the energy storage field is about 12.2 billion US dollars. The flexible transparent electrode and flexible wire printing field is about 8.3 billion US dollars. The heat pipe field is about 6.4 billion US dollars. The film sector is about $4.6 billion, and the biomedical and catalyst sectors are about $1.4 billion.
In the secondary market, graphene has also been the object of capital pursuit. In addition to being listed in the development priorities of the 13th Five-Year Plan, the International Graphene Innovation Conference, which will be held at the end of this month, is expected to be approved in the near future for the first graphene high-tech industrialization base in the country, which will also increase the attention of the entire industry. At the same time, the entire industry will also usher in an important window of policy release. According to the Ministry of Industry and Information Technology, a number of support policies such as the guidance on the development of graphene industry, the establishment of an industrial development alliance and the establishment of a joint industrial innovation center will be introduced.
Listed companies scramble to lay out graphene
Under the background of the policy support is expected to strengthen and the industry space is broad, some listed companies have already “first step†to lay out the industrialization of graphene.
It is more common for companies in the chemical industry to cut into the graphene industry. In May of this year, Baotailong plans to build a 100-ton/year graphene industrialized production project in Qitaihe through technology introduction, with an estimated annual profit of 257.61 million yuan. In July, the company decided to invest 100 million yuan to establish a wholly-owned subsidiary Qitaihe Baotailong Graphene New Materials Co., Ltd. China Baoan Dingzeng, which is mainly engaged in biomedicine and high-tech, has acquired new materials such as silicon carbon and soft carbon developed by Betray, and the completed graphite industrial park and new energy technology park have been put into production. Fangda Carbon is one of the largest manufacturers of carbon and graphite products in China. It is cooperating with the Chinese Academy of Sciences to develop domestic nuclear graphite, and its exploration resources in Heilongjiang have graphite resources injected into it.
In addition, there are also “outsiders†entering the graphene industry through acquisitions, and these industries are basically from traditional fields, such as Gorgeous Family, Del Future, Xinlong Electric, GEM and New Carbon.
Take the gorgeous family in the real estate industry as an example. In June this year, a total of 476 million shares will be acquired to acquire 100% equity of Beijing Moken Holdings and new materials will be laid. Similarly, the new carbon-based materials that are being suspended from the main business real estate to product trade, in July this year, through the establishment of new fields of quasi-transformed olefinic carbon materials, the staff said that the company has laid out graphene new materials business in Changzhou, the company Its Jiangsu Carbon Technology Service Co., Ltd. is currently in the process of registration and approval, and will be approved in the near future.
Although the concept is very hot, the reporter found that although there are a number of listed companies involved in the research and development of graphene products, but no one has formed a scale of sales and contributed to the performance.
New material policy plus graphene into focus
Abstract As an important component of emerging industries, new materials will also be included in the “13th Five-Year Plan†national strategic development plan, and graphene will be listed as a key development target. Affected by this news, this week's new materials, especially the graphene plate, is eye-catching. ...
As an important component of emerging industries, new materials will also be included in the “13th Five-Year Plan†national strategic development plan, and graphene will be listed as a key development target. Affected by this news, this week's new materials, especially the graphene plate, is eye-catching.