2017年03月14日   来源：华西都市报

Recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Science and Technology, and the Ministry of Finance jointly formulated the "Guidelines for the Development of New Materials Industry". It is proposed that by 2020, the comprehensive support capacity of key strategic materials will exceed 70%, the ability to innovate new materials will continue to improve, and the industrial system will be initially improved. The key direction of material development. At the same time, the data shows that the total output value of China's new materials industry has increased from 0.65 trillion yuan in 2010 to nearly 2 trillion yuan in 2015, with enhanced innovation capacity and improved application level. Nowadays, with the arrival of the policy red envelope, new material concept stocks are expected to gain the upper hand. Graphene, carbon fiber and superconducting materials have become the focus of investors.

  Graphene

Open up the billion-dollar market

Graphene is called “black gold” and has high conductivity, high toughness, high strength and large specific surface area. It is displayed in many fields such as energy, biotechnology, water resources, electronics and network technology, aerospace and automobile industry. A broad application prospect.

According to the forecast data from China Industrial Development Research Network, the global graphene market may reach 195 million US dollars in 2018, and 2023 will exceed 1.3 billion US dollars. According to the report released by China Graphene Industry Technology Innovation Strategic Alliance Industry Research Center, China The graphene application market forecast will form an industrial explosion point in 2018, and will grow to a market scale of 100 billion yuan in 2020.

Essence Securities believes that due to the guidance and support of the national industrial policy, the domestic graphene industry has made great progress in the technology and process of preparing graphene powder at low cost and large scale. Many graphene production enterprises in China have already possessed Annual production capacity of 100 tons. Relevant targets include Dongxu Optoelectronics, Huaxi Energy, Zhongtai Chemical, Del Future and Sixth Element, Huagao Moken, and Kaina Shares.

  carbon fiber

Rapid growth in the automotive sector

Carbon fiber is a new type of fiber material with high strength and high modulus fiber with carbon content above 95%. Due to its "outer and soft inside" characteristics, carbon fiber composite materials are widely used in aerospace, automotive, wind power blades, sports and leisure.

Among them, automobiles are a field that is generally favored for carbon fiber applications. The data shows that the global carbon fiber vehicle market demand is about 8,700 tons in 2015. It is expected to grow at an average rate of 21% in the next five years. By 2020, the demand will exceed 20,000 tons, which will become one of the fastest growing and most demanding areas.

In this regard, Dongxing Securities analyst Xu Wei believes that in the long run, with the global production capacity of carbon fiber, and the future improvement of PAN polyacrylonitrile production, the price of carbon fiber and carbon fiber composites is expected to decline for a long time. The price drop will stimulate more industries to increase demand for carbon fiber, and is more optimistic about the growth and integration of carbon fiber applications in the automotive sector. Investors can focus on companies such as Bangmu, Shenda, Haiyuan Machinery and Hengshen.

Superconducting material

Large commercial and medical needs

Superconductivity is a special phenomenon that a substance exhibits at low temperatures. It is mainly manifested by the fact that the resistance completely disappears at a certain temperature, and usually becomes zero resistance at a specific temperature. The most attractive applications of superconducting materials are power generation, transmission and energy storage, and are widely used in the fields of motor manufacturing and electromagnetic propulsion.

The data shows that the global superconducting technology market reached 1.8 billion US dollars last year. It is expected that the market size will increase to 5.8 billion US dollars by 2022, and the average annual compound growth rate will reach 12.8%. Among them, the increase in demand in the industrial sectors such as commerce, healthcare and electricity is the main reason for the rapid growth of the market.

Among the A-share companies, Yingna Superconductor of Baili Electric is the first high-tech enterprise specialized in the development, production and sales of high-temperature superconducting materials and their application products; Suzhou Liding New Materials Co., Ltd., a wholly-owned subsidiary of Yongding Co., Ltd. Mainly engaged in the research and development, production and sales of superconducting wire and superconducting equipment; Western Materials Subsidiary Western Superconducting Materials Technology Co., Ltd. is the national engineering laboratory for the preparation of superconducting materials, and has built a world-class professional production line for superconducting materials.