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The "Cold" Explosion Of New Materials

2011/1/4 17:07:00 85

New Material

In seven strategic emerging industries, new materials are regarded as the cornerstone of other industries and shoulder the burdens of "breakthrough" in industrial pformation.


"Rare earth! Rare earth!" in September 2010, this publication used such warning headlines to reveal a battle for rare earth resources.


The competition and popularity of rare earth can also be regarded as the contention and popularity of new materials.

In the seven strategic emerging industries, compared with the other six industries, the "new material" is far from being recognized by the public as far away from the consumer terminals and the words full of professional awkward words, but its importance can not be ignored.


"New material is the leading industry of the national economy, and it is the upgrading of the industry.

new material

The application field is quite extensive. Downstream industries involve many fields such as electronics, communications, automobile, medicine, medical, aerospace, defense, military industry, real estate, pportation, urban construction, and so on.

Tang Jianmao, director of the Consulting Department of the China Society for materials research, told China Economic Weekly that "new materials are the foundation of all new and high technologies, so any breakthrough in technology must start with new materials."


The breakthrough of industrial pformation


Historical experience shows that technological breakthroughs in new materials often turn a new page in human civilization and technology.

In the 60s of last century, it was precisely because of the breakthroughs in new semiconductor materials that people entered the era of electronic information, and triggered the third technological revolution.


From China's breakthrough high-tech achievements, Shenzhou manned spaceship, Chang'e satellite, high-speed railway, large aircraft, aircraft carrier, new nuclear power plant and other fields are touchstones for measuring the cutting-edge technology level of a country, and the new materials used often have the function of "fixing sea god needle".


Guotai Junan, a new material industry analyst, told China Economic Weekly: "compared with emerging industries such as energy saving, environmental protection, new energy and bio industry, the public awareness of new materials is relatively low, and the fields involved are relatively unpopular, but new materials are the breakthrough for China's industrial pformation."


Since the reform and opening up, the low value added light industry represented by garment textile has become the engine to stimulate China's foreign trade economy, which is related to China's labor cost advantages, and more importantly, China's high and medium value high-end.

Industrial Technology

The field lacks the capability of independent research and development.


Whether in civilian or military fields, some core components and key materials can not be nationalized so that multinational corporations can form a market monopoly through technology blockade, and sell and pfer products to China at high prices.

With the coming of a new wave of high technology, it is very important to get ahead of the development of new materials.


People familiar with the China Materials Research Association told reporters that during the "11th Five-Year" period, the NDRC had used new materials as a major project for high-tech industries, focusing on the development of special functional materials, high-performance structural materials, nanomaterials, composite materials, environmental protection energy saving materials and other industrial clusters.


It is understood that in 2008, the NDRC decided to focus on the development of key industries in 7 cities, focusing on electronic information materials, aerospace materials, new energy materials, environmental protection and energy saving materials, and building a national high-tech industrial base for the new material industry.

By the end of 2009, China's regional new material industry base had reached 88, and initially formed a relatively complete new material industry system.


At present, some high-tech industries and infrastructure construction need support from new materials, such as computers, communications, semiconductor new materials, magnetic materials, biomedical materials, nanotechnology industries, and major projects such as large aircraft, high-speed trains and electric vehicles are being promoted in China. In addition, electronic information, energy saving and environmental protection can not be separated from a series of breakthroughs in core new material technology.


The cornerstone of emerging industries


"In the seven strategic emerging industries that the government has focused on supporting development, new materials are the cornerstones of energy saving, environmental protection, new generation of information technology, high-end equipment manufacturing, new energy and new energy vehicles", the five major industries.

The Research Report of Shenyin Wanguo Securities Research Institute is so descriptive.


Compared with traditional materials, the new material industry has the characteristics of high technology density, high investment in research and development, and high added value of products.

With the development of domestic economy and society, the demand and quantity of new materials in China have increased greatly.

Therefore, the demand outlook for the new material market is also very promising.


Tang Jianmao, director of the Consulting Department of the China Society for materials research, told reporters that the new material covers a wide range of materials, such as permanent magnet materials, optical fiber materials, new energy materials, solar photovoltaic materials, wind energy materials, nuclear materials, bio intelligence, new energy vehicles, light electronic information materials in electronic information, biomedical materials, aerospace composite materials and high-performance structural materials. These are the areas of new material that our country focuses on.


There are also research institutes to accelerate the development and development of the State Council.

Emerging industries

The "new material menu" mentioned in the decision is summarized as new energy materials, energy saving and environmental protection new materials, new chemical materials, and electronic information new materials.

In a research report on new materials, BOC pointed out that the downstream industries of new materials industry are extensive, including automotive, aviation equipment, communication equipment, household appliances, IT industry, real estate, pportation, urban construction and many other fields. China's above fields are in a period of rapid development, and the demand for new materials is huge.

According to the latest official research report, the relevant ministries and commissions of the state have predicted that the market scale of the new material in 2015 will be fixed at 200 billion yuan.


200 billion investment opportunities {page_break}


Since the beginning of this century, the national development and Reform Commission and the China Materials Research Society have organized almost every year the academicians and experts who are well-known in the field of science and technology and industry in the field of materials to compile the report on the development of China's new material industry.


Reporters from the 2009 "China new material industry development report" see that in 2010, China's new material industry market scale is expected to exceed 80 billion yuan, and by 2015, this value will reach 200 billion yuan, the new material industry is undoubtedly one of the most dynamic and investment opportunities in the future.


However, who will share the scale of the market in the next five years is still hard to come to a conclusion.

Because of the variety of new materials and complex classification, the listed companies involving new materials in the two cities are also characterized by large numbers and wide distribution.

According to the concept of industry classification, as of now, there are more than 140 listed companies in two cities, involving more than 10 industries.


Shenyin Wanguo's analysis report on new materials indicates that in the coming period, new energy sources will generate more than 30% growth in titanium, zirconium, superalloys and rare earth permanent magnets. Energy saving motors will produce 10 times the demand for NdFeB materials; the high-end equipment manufacturing will promote the infinite growth of titanium and superalloys; the new energy vehicle will account for more than 20% of the demand for rare-earth permanent magnet materials.


In view of the complex new material industry prospects, Zhang Zhong, a new material researcher at the League of nations securities, believes that new materials need to be solved through technology, and the survival problems can be solved through the market, and the speed problem can be solved through policies. Therefore, the technology is relatively mature, and it can achieve industrialization, and the new material sub industries which are huge in the market space and conform to the national industrial policy direction are more attractive.


Reporters noted that CFRP, for example, is an advanced structural material that meets the requirements of energy saving and environmental protection. It has the characteristics of light weight and high strength, and is likely to be widely used in the aerospace field in the future.

Compared with the steel structure material based aircraft, its weight reduction effect can reach 20% to 40%. It can also achieve great economic benefits while achieving energy saving and environmental protection effects.


Similar industries or even industrial revolution brought about by the development of new materials will continue to emerge during the "12th Five-Year" period.


Stock returns ranking


002129 central shares (27.60, -0.33, -1.18%) +178.36%


000970 28.00,0.02,0.07% (+172.37%)


600330 days pass shares (17.31,0.02,0.12%) +151.82%


600980 north magnetic material (30.20,0.06,0.20%) +141.22%


002056 Hengdian East magnetic (39.50,0.24,0.61%) +138.37%


600111 Baotou Steel Rare Earth (72.55,1.11,1.55%) +134.20%


002057 Sinosteel Tianyuan (26.82,0.41,1.55%) +98.47%


000795 Taiyuan corundum (18.84,0.72,3.97%) +96.83%


000758 color share (32.93,1.39,4.41%) +81.15%


002130 walnut nuclear material (23.95,0.82,3.55%) +67.75%

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