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New Materials Paving The Way For The Future

2010/12/1 13:35:00 53

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The decision of the State Council on accelerating the cultivation and development of strategic emerging industries determined that we should vigorously develop rare earth elements.

Functional materials

New functional materials such as high performance membrane materials, special glass, functional ceramics, semiconductor lighting materials, etc., and actively develop advanced structural materials such as high quality special steel, new alloy materials, engineering plastics and so on, and enhance high energy fibers such as carbon fiber, aramid fiber, ultra-high molecular weight polyethylene fiber and so on.
復合材料發展水平;開展納米、超導、智能等共性基礎材料研究。

According to the decision, by 2020, the strategy

Emerging industries

The added value will account for about 15% of GDP.

The proportion of emerging industries is only 3%, which means that in the next 10 years, the strategic emerging industries CAGR (compound annual growth rate) will be as high as 27%.

As the cornerstone of emerging industries, the new material industry has a bright future.

Shenyin Wanguo expects that the new energy power generation will drive CAGR of titanium, zirconium, superalloys, rare earth permanent magnets and solar thin film batteries to maintain more than 30%.

From the investment point of view, the uncertainty and flexibility of the new material industry is large, and it is more suitable for investors with risk preference.

In the report, Guo Lian Securities pointed out that new materials as innovative products, technology to solve problems, the market to solve survival problems, policy solving speed problems, so technology is relatively mature, can achieve industrialization, huge market space, and in line with national industrial policy direction of new materials sub industries more attractive.

Northeast Securities said that when choosing investment targets, it suggested that investment should focus on the following four aspects: whether it has both scale and technical advantages in the field of subdivision; whether there are other businesses that can provide guarantee for the stable development of the company; the elasticity of the company's performance is large enough; whether the company is based on the long term.

On the whole, the industry is more optimistic about the advantages of rare earth permanent magnet materials, lithium battery materials and other deterministic industries, such as Zhongke Sanhuan, steel research and so on.

The relevant high performance fiber materials are expected to attract more attention. Orient Securities said that high performance fiber is an important basic material for sophisticated weapons and equipment. Therefore, the developed countries have carried out strict blockade and monopoly on this field. China needs to accelerate the integration of military and civilian integration and defense industry system, and upgrade the development of high performance fiber industry to the height of national strategy, so as to achieve a new strategic leap. After nearly 20 years of scientific research and trial production, China has made new breakthroughs in the field of high-performance fiber. In the future, policy support, technological breakthroughs and rapid demand expansion become the three driving forces of promising high energy fiber materials. From the perspective of stocks, Orient Securities mainly recommends golden hair technology, Yantai spandex, Shenma shares, S Yihua and China Textile investment. In terms of recent market hotspots, military industry