New chemical materials are key materials needed for national economic construction, mainly including high-performance polyolefin materials, special rubber, functional polymer materials, special fibers, special engineering plastics and their alloys, polyurethane, and silicone , organic fluorine, composite materials, microelectronic chemical materials, nanochemical materials, special coatings, special adhesives, special additives and other more than ten categories, widely used in aerospace, electronic information, rail transportation, medical and health, national defense and military industry, new Key areas such as energy vehicles are recognized around the world as one of the most important and fastest-growing high-tech industries. They are important for promoting the upgrading of traditional industries and driving strategic emerging industries such as high-end equipment manufacturing, biomedicine, new energy, electronic information, energy conservation and environmental protection. Industrial development plays a major supporting role. After years of development, the global new chemical materials industry has generally shown a pattern of technology leadership in developed countries and accelerated development in emerging economies. The development level of new chemical materials has become an important reflection of national strategy and national competitiveness.
Four major characteristics of the development of international new chemical materials industry
Developed countries and regions such as the United States, Europe and Japan are in the first echelon of new chemical materials industry development and have comparative advantages in technology and market. At present, the development of the global new chemical materials industry has formed a three-level echelon. The United States, Europe and Japan are in the first echelon, with comparative advantages in economic strength, core technology, R&D capabilities, market share, etc.; China, Russia, South Korea, etc. are in the second echelon, and the new chemical materials industry is developing rapidly; Brazil, As the third tier, emerging economies such as India and South Africa are in a state of catching up.
Global leaders in new chemical materials are also mainly concentrated in developed countries and regions such as the United States, Europe, Japan and South Korea. Representative companies include ExxonMobil, DuPont, Dow Chemical, Bayer, Evonik, etc. in the United States, and BASF and DESI in Europe. MAN, Covestro, etc., Toray, Kuraray, Mitsubishi Chemical, Mitsui Chemicals, Daikin Fluorine Chemicals, Lotte, Daehan Chemical, Sumitomo Chemical, etc. from Japan and South Korea. These companies have accumulated decades or even hundreds of years of experience in the field of new chemical materials. They have formed strong competitive advantages through business strategies such as strengthening technology research and development, building sales networks, strengthening brand building, and cultivating professional talents. Their technology research and development and Business trends have received widespread attention from the industry.
Industrial cluster development, high-tech leadership, and product iteration are accelerating. Large multinational leading companies have formed strategic partners to carry out global cooperation, and the monopoly of high-end materials technology has accelerated. As the global economic integration process accelerates, clustering has become a prominent feature of the development of the global new chemical materials industry. Some large multinational companies have formed strategic partners to carry out global cooperation, and through mergers and acquisitions, restructuring and industrial ecosystem construction, they have taken a dominant position in the global new chemical materials industry. For example, large multinational companies such as DuPont, GE Plastics, Dow Chemical, Mitsubishi Chemical, Sumitomo Chemical, and LG, the world's major manufacturers of new chemical materials, accelerate the research and development of new chemical materials and maintain their presence in the high-tech, high value-added new material product market. leading position.
At present, the development of the global new chemical materials industry has entered a new stage in which high technology leads the way, product iteration is accelerating, and industrial scale and demand continue to expand. As the world economy continues to grow, companies are increasingly motivated to develop new chemical materials, and the demand for new chemical materials is expected to continue to expand in the future.
Multi-disciplinary and inter-professional cross-integration, new material research and development models accelerate innovation, new material research and development, design, production and application have undergone major changes, and the research and development cycle and research and development costs have been significantly reduced. With the rapid development of advanced information technologies such as big data, artificial intelligence, supercomputers, and quantum computing, as well as breakthroughs in basic disciplines and the continuous emergence of new technologies, the global new chemical materials industry is characterized by the intersection of multidisciplinary technologies and integrated innovation. For example, materials genome, quantum chemistry and other methods can provide massive structured data for the research and development of new materials. Artificial intelligence technology can quickly find the causal relationship between the organizational structure, production process and performance use of new materials from massive data, which is expected to quickly promote the research and development of new materials. , design, manufacturing and application have undergone major changes, significantly reducing the R&D cycle and R&D costs of new materials, and accelerating the exploration and discovery of cutting-edge materials, realizing new functions of materials, and accelerating the process of new material innovation.
The market scale of new chemical materials continues to expand, the green development trend of the entire life cycle is obvious, and the overall development prospects are broad. At present, the world has formed a large-scale new chemical materials industry with a complete range of categories. In 2022, the market size will reach US$465 billion, with an output of 110 million tons. The scale of demand will continue to expand in the future, and it is expected that by 2028, the market size will reach US$610 billion, with an output of approximately 150 million tons. At present, sustainable development has become a global consensus, and green materials technologies such as energy saving, environmental protection, recyclability, and low carbon will be an irreversible trend in the future development of new materials. Countries around the world are actively integrating the development of new materials with green development, attaching great importance to the coordination of new materials and resources, environment and energy, and vigorously promoting the green development of new materials throughout their life cycles. For example, Europe pioneered the full life cycle technology of materials and attached great importance to it. Low consumption, low cost, less pollution and comprehensive utilization throughout the entire life cycle from production to use.
Four major characteristics of the development of domestic new chemical materials industry:China's relevant industrial policies have been intensively introduced to provide strong support for the development of new chemical materials industry, and the new chemical materials industry has ushered in good opportunities for development. In recent years, our country has issued a series of strategic guidance such as "Made in China 2025", "Implementation Guidelines for Industrial Base Strengthening Project (2016-2020)", "Guiding Opinions on Adjusting the Structure of the Petrochemical Industry to Promote Transformation and Increase Efficiency", "Guidelines for the Development of New Materials Industry" The document regards new materials as one of the strategic emerging industries for future development. Especially after the trade friction between China and the United States in 2018, my country has increased policy support in areas such as high-end manufacturing and new materials. The "14th Five-Year Plan" and the outline of long-term goals for 2035 propose to vigorously develop strategic emerging industries and accelerate the growth of new generation information technology, biotechnology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, aerospace, Marine equipment and other industries.
After the "double carbon" goal was proposed, my country further supports the development of industries such as circular economy and biomanufacturing. New chemical materials are closely related to the refining and chemical industry's promotion of green and low-carbon development and the achievement of carbon neutrality, and are indispensable in the process of transformation, upgrading and high-quality development of the refining and chemical industry. After several years of independent research and development, technology introduction and innovation, domestic petrochemical companies have gradually made breakthroughs in their products. Driven by factors such as industrial transformation and upgrading, policy guidance, and demand growth, the domestic new chemical materials industry is facing good opportunities for deployment.
Driven by market demand, my country's research and development, investment and construction, production and sales of new chemical materials have maintained a rapid growth trend. With the introduction of relevant policies and regulations and the rapid development of strategic emerging industries such as aerospace, energy-saving and new energy vehicles, biomedicine and high-performance medical equipment, and new generation information technology industries, my country's new chemical materials industry has maintained a strong development trend. The industrial system continues to improve, the scale of industry continues to expand, and the self-sufficiency rate gradually increases. According to data released by the China Petroleum and Chemical Industry Federation, in 2021, my country's new chemical materials production capacity reached 41.66 million tons, output reached 29.65 million tons, and output value was 961.6 billion yuan; net import volume was 8.691 million tons, and consumption was 38.33 million tons. In 2021, the self-sufficiency rate for special engineering materials will reach 62%, high-end polyolefin materials will reach 58%, high-performance synthetic rubber will reach 89%, functional membrane materials will reach 67%, and electronic chemicals will reach 75%. In 2022, my country's new chemical material production capacity will reach 45 million tons, output will reach 33.23 million tons, and output value will be 1.316 billion yuan.
The new materials industry cluster has gradually formed, showing a spatial layout of "agglomeration along the eastern coast and characteristic development in the central, western and northeastern regions", and the differentiated development of industrial clusters has accelerated. According to my country's regional coordinated development strategy and main functional zone strategy, various regions develop regional characteristic new material industries based on comparative advantages such as industrial foundation, scientific research conditions, resource endowments, and market demand, and promote the agglomeration development of new material-related enterprises. A number of various industries have emerged. A unique new materials industry cluster. Generally speaking, the development of the new materials industry in the eastern, central, western and northeastern regions of my country has its own focus, showing a spatial layout of "agglomeration along the eastern coast and characteristic development in the central, western and northeastern regions", with obvious regional characteristics. Among them, the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta and other regions have formed comprehensive new material industry clusters; the central and western regions have formed characteristic new material industry bases based on deep processing of materials and resource utilization; and the northeastern region has formed a A unique new materials industry base for equipment and engineering.
The independent innovation capability of new material technology is insufficient, many key core technologies are controlled by others, the structural contradictions in market supply are prominent, and the high-quality development of the industry faces great challenges. The scale of my country's new chemical materials industry is growing rapidly and the overall development is very fast. However, the industrial development is "big but not strong" and there are several outstanding contradictions and problems, which are mainly reflected in the following three aspects.
First, there is an oversupply of low-end materials, but there is insufficient development of high-end and differentiated materials. The self-sufficiency rate of some key materials is low. For example, the self-sufficiency rate of metallocene polyethylene and polypropylene is only 10%, EVA resin is 48%, POE and EVOH Resins, ultra-pure insulating polyethylene materials for ultra-high voltage cables, ethylene-butyl acrylate copolymer (EAA), and some electronic chemicals are completely dependent on imports, and the structural contradiction in material supply is prominent. Second, many key core technologies of new materials are controlled by others, especially the synthesis technology, catalyst technology, and key raw material production technology of some new chemical materials that are highly dependent on foreign countries. They are still in the stage of self-sufficiency in mid- and low-end products to independent research and development of mid-to-high-end products and substitution of imports. transitional stage. Third, the market competition entities present a diversified pattern of foreign enterprises, state-owned enterprises, and private enterprises, with obvious market segmentation and increasingly fierce competition; the problem of "small, miscellaneous, and scattered" production capacity distribution is prominent, the connection between upstream, middle and downstream enterprises is not close, and there is a lack of leading enterprises to lead the industry. Collaborative development is insufficient and overall competitiveness is weak. The entire industry needs to strengthen cooperation and collaborative innovation.
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