New material industry development trend and investment hotspot analysis

Information material

Information materials are the most active new materials field. Microelectronic materials will remain the most basic information materials in the next 10-15 years. Integrated circuits and semiconductor materials will be based on silicon materials. Compound semiconductor materials and new generation of high-temperature semiconductor materials will be developed together. . Optoelectronic materials will become the fastest growing and most promising information materials, mainly in the fields of laser materials, high-brightness LED materials, infrared detector materials, liquid crystal display materials, and fiber materials.

In 2004, under the promotion of the “National Semiconductor Lighting Project”, China's semiconductor lighting industry accelerated, and key technologies made breakthroughs. The luminous efficiency of blue-power LED chips reached 90mW, which is at the international advanced level; the power efficiency of packaged power white LEDs More than 30lm/W, reaching the international advanced level. Four national semiconductor lighting industrialization bases have been established in Shanghai, Dalian, Xiamen and Nanchang. Private capital investment is nearly 3.7 billion yuan. China's LED industry has ushered in a period of rapid development.

In 2004, China launched a prototype of laser TV, and its technical level has reached international advanced level. Significant achievements have been made in the research of laser display DPL crystal materials. For example, the growth, post-processing and coating technology of all-solid-state laser materials, the coating technology of high-power optical components, and the direct detection technology of coatings.

2. New energy materials

New energy materials are the core and foundation for the development of new energy sources. The development direction is to develop key materials for green secondary batteries, hydrogen energy, fuel cells, solar energy (000591) batteries and nuclear energy. Current research hotspots and technological frontiers include high-energy hydrogen storage materials, polymer lithium-ion battery materials, proton exchange membrane fuel cell materials, and polycrystalline thin-film solar cell materials.

In 2004, China made significant progress in high-performance lithium battery materials, creating favorable conditions for the development of China's lithium battery industry, especially the development of lithium battery power batteries, breaking the situation of Japan's unification and becoming the world's second production. Great country. The cost of lithium cobalt nickel manganate independently developed in China is only half of that of lithium cobaltate, and the high temperature stability is also greatly improved. The modified natural graphite ball anode material has been developed and put into mass production.

In recent years, China's solar cells have developed rapidly, and nanocrystalline solar cell materials research has made important progress, and its cost is estimated to be 0.5-1$/pW. If the efficiency reaches 5%, the performance price ratio will exceed that of amorphous silicon, and it has strong market competitiveness and becomes a new type of solar cell worthy of attention.

3. Biomedical materials

With the rapid development and interaction of biotechnology, medical technology, information technology, manufacturing technology, nanotechnology and materials science and technology, new and new concepts of biomedical materials are emerging. Drug controlled release materials, tissue engineering materials, nanobiomaterials, bioactive materials, interventional diagnostic and therapeutic materials, biodegradable and absorptive biomaterials, new artificial organs, artificial blood, etc. represent new trends and directions.

Funded by national science and technology policies and programs, China's biomedical materials have made great progress, mainly in orthopedic restoration materials, drug controlled release materials, interventional materials, tissue engineering scaffold materials. China's tissue engineering materials are mainly based on bone materials research, forming a pattern represented by many units such as Sichuan, Shanghai, Wuhan and Beijing. With the intervention of some listed companies such as Antai Technology (000969) and Farsheng, and the entrepreneurial activities of returnees, the industrialization of interventional materials and devices in China has made great progress. The domestic annual output value has reached 2.5 to 3 billion yuan, and the domestic market share has also been greatly improved. The domestic market of non-vascular and cardiovascular interventional treatment products has reached 70% and 50% respectively.

4. Nanomaterials and technology

On the one hand, the development trend of nanomaterials and technology is to carry out basic research in the fields of nano-processing, nano-electronics, nano-medicine and robots (300024), which can form emerging leading industries in the future; on the other hand, it is to transform the current information high-tech industry and traditional industries. And promotion.

At present, the domestic large-scale nano-industries mainly include special nano-carbon materials, nano-powder materials, nano- composites , nano-modified textiles and medical care. The application of nanomaterials is still in its infancy, mainly by upgrading the traditional products by utilizing the functional properties of nano-powder materials. In the textile industry, nano-material modified functional fiber products have been introduced; antibacterial and antibacterial, infrared thermal insulation, negative ion release, self-cleaning, flame retardant and waterproof anti-static products have entered the market; nano-coating market share has further expanded.

In the latest field of nanotechnology research, China has also made important breakthroughs. For example, China has developed a highly stable and rewritable organic molecular nano-storage material with a storage spot size of 2 nanometers and a storage density of 1013 bits/cm2. The traditional storage density is 105 times; the GaAsSb/InGaAs asymmetric double quantum well structure is proposed for the first time in the world, and the room temperature 1.3 micron luminescent nanomaterial is experimentally obtained for the first time in China. The 1.21-1.28 micron room temperature working edge is successfully developed. A laser is emitted.

5. Superconducting materials and technology

The development trend of superconducting materials and technology is to continuously explore higher temperature superconductors and realize the application of high temperature superconducting materials industrialization technology in energy, power, mobile communication and national defense fields. From the current trend of industrial application of high-temperature superconducting in the world, while continuing to improve BSCCO strip (also known as first-generation strip), countries are working hard to develop a thick YBCO coated on flexible metal base tape. Coated conductor of the membrane (second generation high temperature superconducting tape). The high-temperature superconducting wire of lanthanum has been commercialized, and the core technologies of major industrialization have been mastered by a few countries such as the United States, Japan, China, and Germany. China's high-temperature superconducting wire has been industrialized, and breakthroughs have been made in the application of superconducting materials such as superconducting cables and superconducting filters.

In July 2004, the three-phase AC 33.5 m 35kV/2kA high temperature superconducting cable system of Beijing Yundian Yingna Superconducting Cable Co., Ltd. was successfully operated at the Kunming Phuket Substation in Yunnan, marking the fact that China has mastered the practical use of superconducting cables. Key technologies. This is the third group of superconducting cable systems in the world that are connected to the grid. The overall performance is better than the previous two groups, and many aspects have their own key technologies.

In March 2004, the superconducting filter system developed by Tsinghua University was successfully completed in the field test of China Unicom (600050) CDMA mobile communication base station. This is the first practical application of China's high-temperature superconducting technology in mobile communications. The key technical indicators have reached the international advanced level, becoming the second country after the United States to have such practical core technologies.

6. New chemical materials

New chemical materials are developing in the direction of high performance, multi-functionality, refinement, low cost, global production, harmless process, large-scale installation, popularization of applications, continuous innovation, and fierce competition. With the development of catalyst technology, biotechnology, nanotechnology, and combinatorial chemistry technology, the technicians' ability to control the micro-chemical synthesis field has been enhanced, making the synthesis of new chemical materials and new products more flexible, speeding up, and greatly improving efficiency. improve. Specialized and functional products are increasingly the fastest growing and most active research areas in the field of new chemical materials.

Because of the wide range of applications and the close integration with downstream applications, new chemical materials have become an active area of ​​marginal disciplines. For example, the combination of nanotechnology and materials technology, the combination of biotechnology, medical technology and material technology, the combination of membrane material technology and process control, etc. provide opportunities for the emergence of new disciplines.

7. High performance structural materials

From the development trend of new materials in the world, the production of steel materials and non-ferrous metal materials has been developing in the direction of short process, high efficiency, energy saving, clean, high performance and multi-function; high-performance structural ceramics Maintaining the original high temperature resistance and high strength, it is developing in the direction of strengthening and toughening; easy to form and process; polymer materials to the microscopic design of materials, multi-level structural control, integration, intelligence , multi-functional development; composite materials With high-performance, low-cost manufacturing technology as the development focus, the development of material design-manufacturing-evaluation integration, functionalization, and intelligence.