New materials refer to structural materials with excellent properties and functional materials with special properties newly developed or under development. Structural materials mainly use their strength, toughness, hardness, elasticity and other mechanical properties. Such as new ceramic materials, amorphous alloy (metallic glass), etc. Functional materials mainly use their electrical, optical, acoustic, magnetic, thermal and other functions and physical effects. In recent years, the new materials researched and developed in the world mainly include new metal materials, fine ceramics, optical fibers and so on.

1、 Classification of new materials

According to the new materials industry development guide, China's new materials are mainly divided into three categories: advanced basic materials, key strategic materials and frontier new materials.

Source: China Business Industry Research Institute

2、 Industry development history

Material is the basic element of all human social life and economic development. As a key resource input, it promotes the progress of technological revolution again and again. At present, new materials are in the period of the third industrial revolution, mainly including nano materials, graphene materials, superconductor materials and so on. In the 21st century, the breakthrough of new material technology will push the society into the fourth industrial revolution to a great extent.

Photo source: China Commercial Industry Research Institute

3、 Industry related industrial policies

China attaches great importance to the development of new material industry. Through programmatic documents, guiding documents, planning development goals and tasks, we have built a new material development policy pyramid to give all-round guidance to the whole industry chain. In particular, in September 2020, the national development and Reform Commission, the Ministry of science and technology, the Ministry of industry and information technology, and the Ministry of Finance jointly issued the "guidance on expanding investment in strategic emerging industries and cultivating growth poles of new growth points" (hereinafter referred to as the "guidance"), which calls for accelerating the application of photoresist, high-purity target materials, superalloys, high-performance fiber materials, high-strength and high conductivity heat-resistant materials, corrosion-resistant materials, and other materials Breakthroughs have been made in the fields of large-size silicon wafers and electronic packaging materials; Improve the technical level of rare earth, vanadium and titanium, tungsten and molybdenum, lithium, rubidium, cesium, graphite and other characteristic resources in mining, smelting, deep processing and other links; Accelerate the expansion of graphene, nano materials and other applications in optoelectronics, aviation equipment, new energy, biomedicine and other fields《 The guidance plays an important role in guiding the rapid upgrading and development of new material industry.

Source: China Business Industry Research Institute

4、 Industry market size

With the continuous development of modern front-end technology in various fields, the development and progress of new materials have significantly promoted the production technology in various fields, and the increasing demand of downstream market for products, the field of new materials will usher in a wave of "golden age". The data shows that the market scale of China's new material industry has increased from 2.3 trillion yuan in 2016 to 4.5 trillion yuan in 2019. China Business Industry Research Institute predicts that the market scale of China's new material industry will reach 6 trillion yuan in 2020 and 7 trillion yuan in 2021.

Data source: China Commercial Industry Research Institute

5、 Industrial Distribution

From the perspective of regional distribution, China's new material industry has gradually formed a cluster development mode, focusing on the Bohai rim, Yangtze River Delta and Pearl River Delta. Bohai rim, Yangtze River Delta and Pearl River Delta are three comprehensive new material industry gathering areas in China, with dense distribution of enterprises, numerous universities and scientific research institutes, and advantages of capital and market. The high-end elements of new material industry gather in these areas.

Regional distribution of new material industry in China

Source: China Business Industry Research Institute

6、 An analysis of industry competition pattern

From the perspective of industry structure, China's new material industry has formed three echelons of enterprise structure. The first echelon is mainly composed of foreign-funded enterprises with rich industrial experience, complete industrial foundation, large-scale installation, high technical level and strong sales ability. Most of them are American enterprises, European enterprises and Japanese enterprises. Among them, American enterprises take the lead in an all-round way, Japanese enterprises have advantages in nano materials, electronic information materials and other fields, while European enterprises have obvious advantages in structural materials, optical and optoelectronic materials. The second echelon is dominated by leading enterprises, which have entered the market earlier, accumulated certain industrial experience, complete industrial foundation, a certain scale of equipment, strong technology accumulation and talent reserve, and relatively complete product chain. On behalf of the enterprise are Fangda carbon, kangdexin, etc. With the favorable national policies and the breakthrough of high-end technology, China's leading enterprises are gradually approaching the first echelon.

Photo source: China Commercial Industry Research Institute

7、 Development trend of the industry

1. Innovation and development of R & D mode

The innovation of R & D mode plays an important role in improving the overall innovation level of enterprises and the ability of scientific and technological research and application. The innovation of R & D mode is reflected in many aspects. Innovative R & D mode is conducive to improving the technical level of enterprises. In terms of scientific and technological research, new materials will focus on key areas in the future and strengthen technological research and development. Focusing on new material industry projects related to new infrastructure and strategic emerging industries, we should strengthen guidance through national and local scientific research projects, concentrate high-level scientific research forces, and strengthen cooperation between scientific research field and industry.

2. Energy saving and environmental protection are imperative

Good ecological environment is one of the preconditions for the sustainable development of national economy. In recent years, the country has put forward higher requirements in environmental protection, and the environmental protection standards are becoming increasingly strict. Research and development of energy-saving, environment-friendly and low-cost materials is an important direction for the development of new materials in China. The improvement of environmental protection requirements is conducive to strengthening the research and development of environment-friendly products, enhancing product competitiveness, and promoting technology upgrading.

3. "Double cycle" strategy catalyzes new material Market

Under the "double circulation" pattern, the downstream application field of new materials will accelerate the tackling of "neck sticking" field. High end industries such as display panel, integrated circuit and 5g will accelerate their transfer to China, which will drive the demand for new materials to increase rapidly and further expand the market of new materials. In addition, as one of the important national strategies, the blockade of foreign technology, talents and supply chain is relatively strict, and "internal circulation" has inherent applicability advantages for military materials. Under the new situation, it will further open up the growth space and promote the orderly development of new material market.