New materials refer to materials with excellent performance and functions, and are an important support for national strategic emerging industries. The new materials cover high-performance structural materials, advanced functional materials, biomedical materials, intelligent manufacturing materials and other fields, and are widely used in aerospace, electronic information, energy conservation and environmental protection, biomedicine and other industries. it is of great significance to enhance the comprehensive strength and competitiveness of the country.

1. policy: the state issued a number of policies to support the development of new materials industry

In recent years, the state has issued a number of policy documents to support the development of new materials industry. For example:

In 2016, the State Council issued“Thirteen Five”The notice of the national strategic emerging industry development plan clearly points out that it is necessary to accelerate the cultivation and growth of leading enterprises and innovation platforms in the fields of high-performance structural materials, advanced functional materials and biomedical materials, and promote the development of new material industry to high-end, intelligent and green direction.

In 2017, the Guiding Opinions of the General Office of the State Council on Promoting the Integrated Development of Advanced Manufacturing and the Internet pointed out that it is necessary to accelerate the development and application of intelligent manufacturing equipment and intelligent manufacturing systems, promote the integrated development of intelligent manufacturing and the Internet, and create a number of intelligent manufacturing Demonstration factories and demonstration areas.

In 2019, the Guiding Opinions of the General Office of the State Council on Promoting the High-Quality Development of the New Display Industry proposed to strengthen the construction of key core technologies and innovation platforms to enhanceOLEDIndependent innovation capabilities and international competitiveness in the fields of display devices, quantum dot display devices, etc.

In 2020, the Guiding Opinions of the General Office of the State Council on Promoting the High-Quality Development of the Carbon Fiber Industry proposed to strengthen the research and development of key carbon fiber technologies and the construction of innovation platforms, improve the quality and performance of carbon fiber products, and expand the use of carbon fiber in wind power, automobiles, aerospace and other fields. application.

In 2021, the "Notice of the General Office of the State Council on Accelerating the Three-Year Action Plan for the Innovative Development of Non-Food Bio-based Materials" proposed to promote the accelerated innovation and development of bio-based materials, clarified the development direction of bio-based degradable materials such as polylactic acid, and laid the foundation for the future of bio-based materials.3-5The tone of the year's development.

These policy documents reflect the state's high attention and support to the new materials industry, and provide policy guidance and guarantee for the development of the new materials industry.

2. technology: new material technology innovation and breakthrough, but the core technology is controlled by people

New material technology is the core driving force of the new material industry and an important manifestation of the competitiveness of the new material industry. In recent years, China has made some innovations and breakthroughs in new material technology, such:

In the field of high-performance structural materials, China has realized the independent research and development and production of high-strength steel, high-temperature alloys, super alloys, high-performance ceramics and other key structural materials, meeting the needs of aerospace, nuclear energy, marine engineering and other fields.

In the field of advanced functional materials, our country has masteredOLEDThe preparation technology of a variety of key functional materials, such as display devices, quantum dot display devices, flexible electronic devices, etc., has realized the large-scale production and application of some products.

In the field of biomedical materials, China has broken through biodegradable stents,3DThe development technology of printing bone repair materials, artificial skin and other key medical materials has realized the clinical application and marketization of some products.

In the field of intelligent manufacturing materials, China has mastered the development technology of intelligent sensors, intelligent actuators, intelligent robots and other key intelligent manufacturing materials, and has realized the industrial application and demonstration of some products.

Shangpu Consulting believes that these technological innovations and breakthroughs reflect my country's continuous progress and catch-up in the field of new materials, and provide technical support and motivation for the development of the new material industry. But at the same time, we must also see that my country still has some shortcomings and challenges in new material technology, such:

New material technology innovation ability is not strong, lack of originality and forward-looking. China is still in a state of following and imitating in new material technology, lacking independent innovation and core technology. In some frontier fields, such as carbon nanotubes, graphene, topological insulators, etc., there is still a big gap between my country and the international advanced level.

New material technology transformation ability is not strong, lack of effective technology promotion and application mechanism. In China, there is a phenomenon of "two ends outside" in new material technology, that is, the research and development and application of new materials depend on foreign technology and market. China's research results in new material technology are often difficult to transform into actual products and industries, and lack of effective technology transfer and industrialization platform.

The technical standard system of new materials is not perfect, and there is a lack of unified technical specifications and evaluation system. China lacks unified standards and specifications in new material technology, which makes it difficult to guarantee and evaluate the quality and performance of new material products. At the same time, China's standards and norms in new material technology are often subject to foreign technology monopoly and trade barriers, affecting the international competitiveness of new material products.

According to data from the Champ Consulting Group,2022The number of patents applied for in the field of new materials in China was17.6Ten thousand pieces, up year on year12.3%, but the number of patents granted therein is only6.410,000 pieces, with an authorization rate of only36.4%Far lower than the United States, Japan, the European Union and other developed countries and regions.

3. industry: the scale of new materials industry continues to expand, but the market competition intensifies

The new material industry refers to the industry with new materials as the main product or service, including the research and development, production, processing and sales of new materials. The new material industry is a highly segmented and diversified industry, involving multiple sub-industries and fields, such as high-performance structural materials, advanced functional materials, biomedical materials, and intelligent manufacturing materials.

According to statistics from the Champ Consulting Group,2021The scale of China's new material industry reached6.41Trillion yuan, expected2025The annual total industrial output value will reach10trillion yuan, with a compound annual growth rate13.5%. Among them, high-performance structural materials, advanced functional materials, biomedical materials, intelligent manufacturing materials and other sub-sectors accounted for the new materials industry scale.32.6%、28.4%、16.7%、22.3%。

From the perspective of regional distribution, China's new material industry is mainly concentrated in the eastern coastal areas, such as Jiangsu, Guangdong, Zhejiang, Shanghai and other provinces and cities. These regions have strong economic strength, scientific and technological innovation ability, market demand ability and policy support, which provide favorable conditions for the development of new materials industry. At the same time, some central and western regions, such as Sichuan, Hubei, Shaanxi and other provinces, are also actively developing new material industries, forming some characteristic advantages and regional characteristics.

From the perspective of enterprises, China's new material industry has shown the characteristics of diversification and decentralization, and a number of leading enterprises with independent innovation ability and market competitiveness have emerged. For example, in the field of high-performance structural materials, there are large state-owned enterprises such as Chinalco, Baosteel and Sinosteel, as well as private enterprises such as Zhongfu Shenying, Guangwei Fucai and Jilin Carbon Valley. In the field of advanced functional materials, there are leading display material enterprises such as BOE, Huaxing Optoelectronics and Tianma Microelectronics, as well as target material leaders such as Jiangfeng Electronics, Youyan Xincai and Longhua Technology, there are leading enterprises in bio-based degradable materials such as Haizheng Raw Material, Jindan Technology and Kaisai Biology, as well as superior enterprises in medical polymer materials such as Huaheng Biology, Excellent New Energy and Ruifeng New Material. In the field of intelligent manufacturing materials, there are innovative enterprises in the fields of intelligent sensors and actuators such as Subot, Defang Nano and Haohua Technology, as well as advanced enterprises in the fields of intelligent robots and intelligent equipment such as Lianhong Xinke, Tiannai Technology.

Shangpu Consulting believes that the continuous expansion of the scale of China's new material industry reflects the market demand and application prospects of new material products. But at the same time, we must also see that China's new materials industry is also facing the pressure of intensified market competition, mainly in the following aspects:

The pressure of international competition is increasing. On the one hand, developed countries and regions still occupy a dominant position in new material technology, hold some core technologies and key patents, and form technical monopoly and trade barriers to China's new material industry. On the other hand, some developing countries and regions are also accelerating their development in the field of new materials, using low-cost and flexible strategies to form price competition and market capture for my country's new material products.

The pressure of domestic competition is increasing. On the one hand, with the development of the new material industry, the number of new material enterprises in China is increasing, which leads to the imbalance of market supply and demand and the problem of overcapacity. On the other hand, with the innovation and breakthrough of new material technology, the problem of product homogenization and differentiation among new material enterprises in China has become increasingly prominent, which has led to the fierce market competition and the acceleration of elimination.

4. future outlook: new materials industry will maintain rapid growth, but need to deal with challenges and seize opportunities

Shangpu Consulting believes that under the promotion of industrial policy, under the promotion of technological innovation, under the pull of market demand, under the encouragement of international competition, under the requirements of environmental protection, under the guidance of digital transformation, in the supply chain Under the collaboration of collaboration, under the support of talent training, with the help of the capital market, and under the responsibility of social responsibility, china's new materials industry will maintain a good momentum of development and achieve high-quality development.

But at the same time, we must also see that China's new material industry is still facing some challenges and opportunities, which need to be dealt with and grasped. Specifically:

1. In terms of challenges, there are mainly the following aspects:

The independent innovation ability is insufficient, and the core technology is controlled by others. This is a fundamental issue in the development of China's new materials industry, and it is also a key issue that affects the competitiveness and development potential of the new materials industry. To solve this problem, it is necessary to strengthen the research and development and innovation of new material technology, improve the quality and performance of new material products, break through some key technologies and core patents, and form independent intellectual property rights and brand advantages.

The price of raw materials and energy fluctuates, and the cost pressure increases. This is a realistic problem in the development of China's new materials industry, and it is also an important issue that affects the profit level and market competitiveness of the new materials industry. To solve this problem, it is necessary to strengthen the supply guarantee and price supervision of raw materials and energy, reduce the dependence and risk of new material production, improve the efficiency and energy saving of new material production, and reduce the cost and consumption of new material production.

环境污染和资源浪费，社会责任缺失。这是中国新材料产业发展的潜在问题，也是影响新材料产业可持续发展和社会认可度的重大问题。要解决这个问题，需要加强新材料生产过程中的环境保护和资源利用，遵守相关法律法规和标准规范，减少新材料生产对环境的污染和对资源的浪费，提高新材料生产的绿色化和循环化，承担新材料生产的社会责任和义务。

2、机遇方面，主要有以下几个方面：

国家战略需求和政策支持，市场空间广阔。这是中国新材料产业发展的重要机遇，也是促进新材料产业快速发展和壮大的重要动力。要把握这个机遇，需要紧密结合国家战略需求和政策支持，开拓新材料在航空航天、电子信息、节能环保、生物医药等领域的应用市场，拓展新材料在国内外市场的份额和影响力。

技术创新和突破，产品竞争力提升。这是中国新材料产业发展的重要机遇，也是提升新材料产业核心竞争力和发展潜力的重要途径。要把握这个机遇，需要加强技术创新和突破，开发具有优异性能和功能的新型新材料产品，满足市场需求和用户期待。

数字化转型和升级，产业效率提高。这是中国新材料产业发展的重要机遇，也是实现新材料产业高质量发展和转型升级的重要手段。要把握这个机遇，需要加强数字化转型和升级，利用互联网、大数据、人工智能等技术手段，优化新材料生产过程中的设计、制造、检测、管理等环节，提高新材料生产的效率和质量。

供应链协同和优化，产业协作提升。这是中国新材料产业发展的重要机遇，也是构建新材料产业生态系统和价值链的重要条件。要把握这个机遇，需要加强供应链协同和优化，建立新材料产业的上下游合作关系和协作机制，实现新材料产业的资源共享和利益共赢。

To sum up,2023年中国新材料行业市场发展现状及未来展望如下：

2023年中国新材料行业市场规模将达到7.8Trillion yuan, year-on-year growth21.7%；

2023年中国新材料行业市场将保持高速增长，但也面临着自主创新能力不足、核心技术受制于人、市场竞争加剧等挑战；

2023年中国新材料行业市场将抓住国家战略需求和政策支持、技术创新和突破、数字化转型和升级、供应链协同和优化等机遇，实现高质量发展和转型升级。