New chemical materials are an important part of new materials in strategic emerging industries and are also high-end fields in the chemical industry. Experts believe that the development of new chemical materials should focus on the planned and planned layout of key projects in industrial upgrading. Such as large aircraft, defense and military, new energy vehicles, solar power, wind power, high-speed rail and other fields. Only by doing a good job of materials can we grasp the market opportunities brought about by the development and expansion of related downstream industries.
According to the views of industry insiders and brokerage analysts, the development level of new chemical materials in China has generally fallen behind the international advanced level, but some sub-sectors are struggling to catch up. The level of technology and industrialization are continuously improving, and it is expected to gradually replace imports and share relevant information. A "feast" for the growth of emerging industries. These sub-sectors include high-performance fibers, engineering plastics, functional film materials, and fluorosilicon deep processing materials.
Aramid market demand gap is bigger Aramid has a dominant position in the field of high-performance fibers. Among them, para-aramid is the most important type of aramid fiber and has important applications in areas such as space exploration, aerospace, defense military, land and water transportation, cable and cable, sports and leisure.
Para-aramid mainly includes the following types: aramid 14, also known as aramid I; aramid 1414, also known as aramid II; multi-component copolymerized aramid; heterocyclic aramid, produced in China by Kevlar III .
Para-aramid was successfully developed by DuPont in the United States in the 1960s and industrialized in 1972. The total output of para-aramid in foreign countries is about 62,650 tons in 2009 and is expected to reach about 70,000 tons in 2011. The study of para-aramid in China began in the 1970s, but industrial progress has been slow. At present, more than 10 domestic companies are currently engaged in the development of para-aramid industrialization, including China National Chemical Industry Group, Yantai Spandex, Yizheng Chemical Fiber, etc. In 2009, the trial production capacity of China's aramid 1414 companies was approximately 1,770 tons.
The research report shows that in 2007, the global specialty fiber market sales were 5.6 billion U.S. dollars. It is estimated that by 2012 it will increase to more than 9.2 billion U.S. dollars, with an average annual growth rate of 10.5%. The largest market share is Kevlar, Kevlar in 2007. The sales volume is US$3.2 billion, and it is estimated to be US$5.1 billion by 2012, with an average annual growth rate of 9.8%.
At present, the market demand for aramid fibers is large and the product prices remain high. The gross profit of aramid 1414 is about 40%. It is mainly used for bullet-proof garments, helmets, stab-resistant and cut-proof materials, cables and conveyor belts, and the domestic market demands 6,000 tons. About 255 tons of production capacity, there are many companies planning to expand production, but most remain in the pilot or amplification stage.
The related company in the listed company is mainly Yantai Spandex. The company currently has a pilot production line of 100 tons of aramid 1414, and raises 1,000 tons of aramid 1414 products to be put into production next year. At the same time, it has set aside space for expanding production capacity to 5,000 tons.
Special engineering plastics welcome better development opportunities Engineering plastics are plastic materials that can withstand mechanical stress as structural materials and can be used in a wide temperature range and harsh chemical and physical environments. In aerospace, electronics, and automotive Areas such as petrochemicals, defense, and military are widely used.
Engineering plastics are divided into general engineering plastics and special engineering plastics. The former include polyamide (PA), polycarbonate (PC), polyoxymethylene (POM), polyester (PBT), polyphenylene ether (PPE), etc. Those include polyphenylene sulfide (PPS), liquid crystal polymer (LCP), polysulfone (PSF), polyimide (PI), polyaryletherketone (PEEK), polyarylate (PAR) and the like.
Special engineering plastics were listed as strategic materials in the last century and were embargoed by foreign countries. During the “Twelfth Five-Year Plan†period, the country will continue to increase its policy and financial support. At the same time, it will consider introducing foreign technology at a suitable time. Special engineering plastics will usher in relatively good development opportunities, and its market demand growth will be higher than that of general engineering plastics. .
According to industry data, the average annual growth rate of China's general engineering plastics consumption from 2004 to 2009 is 10%, and the demand in 2009 is 2.48 million tons, which is mainly used in the fields of electronics, construction and automotive. During the "12th Five-Year Plan" period, the demand for general engineering plastics will continue to grow rapidly, with a compound annual growth rate of 5.8% from 2009 to 2015. The consumption of China's special engineering plastics in 2009 was about 22,500 tons, and the compound annual growth rate of 2009-2015 demand is expected to be 17.3%.
Among the domestic listed companies, the companies related to special engineering plastics include Pulit and Shenzhen Huicheng. The CICC research report stated that in the next three years, with the development of the electronics industry, the global demand for liquid crystal polymer (TLCP) products will maintain a growth rate of about 14%, while the demand for TLCP in China is particularly strong, and the annual growth rate of demand will increase. Up to 20%, the gap between supply and demand continues to expand.
In addition, polyimide is a high-temperature material with excellent performance. It is mainly used in high-temperature dust removal electronics industry and military space industry. Because the technical threshold is extremely high, the domestic market mainly relies on imports, but foreign technologies and products do not basically export to China, which makes the consumption capacity of the domestic polyimide market long-term suppressed. Polyimide technology is concentrated in the hands of a few companies. The supplier of polyimide fibers is only Austrian Evonik, Russia also has a small amount of military products, but not for external sales; Polyimide film suppliers DuPont, Ube Kogyo, SKC and other companies; Polyimide engineering plastics The suppliers include Saudi Basic Chemicals and DuPont.
Lithium battery separators have great potential for import substitution Lithium battery separators are a kind of high value-added materials with the highest technical barrier in lithium materials. At present, commercial lithium ion battery separators are mainly composed of polyolefin microporous membranes, including polyethylene monolayer membranes, polypropylene monolayer membranes, and multilayer microporous membranes composed of polyethylene and polypropylene. After the diaphragm draws electrolyte, the positive and negative electrodes of the battery can be isolated to prevent short circuit, while allowing the conduction of lithium ions; when the battery is overcharged or the temperature is increased, the diaphragm blocks the conduction of current in the battery through a closed-cell function to prevent explosion. The role. The separator accounts for 15%-30% of the battery cost.
The data shows that the lithium battery separator market has maintained a growth rate of around 10% over the past few years. With the start of the electric vehicle market, this growth rate is expected to increase substantially. The demand for lithium battery separators in 2013 is expected to reach 563 million square meters, with an output value of nearly US$1.7 billion, 1.76 times the market capacity in 2009. At present, only a few countries, such as Japan and the United States, have production technologies and corresponding scale industries for lithium ion battery polymer separators. Related companies include Asahi Kasei Corporation of Japan, Celgard of the United States, and Dongfang, and Sanyo, Sony, and Matsushita are the downstream battery companies. Samsung and so on.
China is the world’s largest lithium battery production base. In 2009, it produced 1.785 billion lithium batteries, but most of the required separators were imported. Due to the backwardness of the technology, large-scale power lithium battery manufacturers still dare not use domestic diaphragms, and it will take time for the company to truly achieve technological breakthrough in the future.
Xiangcai Securities analyst believes that China's lithium battery separator is 80% dependent on imports, and the product's gross margin is as high as 60%. In the future driven by the electric vehicle market, the lithium battery separator market has broad prospects, and more and more domestic companies will In this area, with the improvement of technology and quality, there is great potential for import substitution.
According to the views of industry insiders and brokerage analysts, the development level of new chemical materials in China has generally fallen behind the international advanced level, but some sub-sectors are struggling to catch up. The level of technology and industrialization are continuously improving, and it is expected to gradually replace imports and share relevant information. A "feast" for the growth of emerging industries. These sub-sectors include high-performance fibers, engineering plastics, functional film materials, and fluorosilicon deep processing materials.
Aramid market demand gap is bigger Aramid has a dominant position in the field of high-performance fibers. Among them, para-aramid is the most important type of aramid fiber and has important applications in areas such as space exploration, aerospace, defense military, land and water transportation, cable and cable, sports and leisure.
Para-aramid mainly includes the following types: aramid 14, also known as aramid I; aramid 1414, also known as aramid II; multi-component copolymerized aramid; heterocyclic aramid, produced in China by Kevlar III .
Para-aramid was successfully developed by DuPont in the United States in the 1960s and industrialized in 1972. The total output of para-aramid in foreign countries is about 62,650 tons in 2009 and is expected to reach about 70,000 tons in 2011. The study of para-aramid in China began in the 1970s, but industrial progress has been slow. At present, more than 10 domestic companies are currently engaged in the development of para-aramid industrialization, including China National Chemical Industry Group, Yantai Spandex, Yizheng Chemical Fiber, etc. In 2009, the trial production capacity of China's aramid 1414 companies was approximately 1,770 tons.
The research report shows that in 2007, the global specialty fiber market sales were 5.6 billion U.S. dollars. It is estimated that by 2012 it will increase to more than 9.2 billion U.S. dollars, with an average annual growth rate of 10.5%. The largest market share is Kevlar, Kevlar in 2007. The sales volume is US$3.2 billion, and it is estimated to be US$5.1 billion by 2012, with an average annual growth rate of 9.8%.
At present, the market demand for aramid fibers is large and the product prices remain high. The gross profit of aramid 1414 is about 40%. It is mainly used for bullet-proof garments, helmets, stab-resistant and cut-proof materials, cables and conveyor belts, and the domestic market demands 6,000 tons. About 255 tons of production capacity, there are many companies planning to expand production, but most remain in the pilot or amplification stage.
The related company in the listed company is mainly Yantai Spandex. The company currently has a pilot production line of 100 tons of aramid 1414, and raises 1,000 tons of aramid 1414 products to be put into production next year. At the same time, it has set aside space for expanding production capacity to 5,000 tons.
Special engineering plastics welcome better development opportunities Engineering plastics are plastic materials that can withstand mechanical stress as structural materials and can be used in a wide temperature range and harsh chemical and physical environments. In aerospace, electronics, and automotive Areas such as petrochemicals, defense, and military are widely used.
Engineering plastics are divided into general engineering plastics and special engineering plastics. The former include polyamide (PA), polycarbonate (PC), polyoxymethylene (POM), polyester (PBT), polyphenylene ether (PPE), etc. Those include polyphenylene sulfide (PPS), liquid crystal polymer (LCP), polysulfone (PSF), polyimide (PI), polyaryletherketone (PEEK), polyarylate (PAR) and the like.
Special engineering plastics were listed as strategic materials in the last century and were embargoed by foreign countries. During the “Twelfth Five-Year Plan†period, the country will continue to increase its policy and financial support. At the same time, it will consider introducing foreign technology at a suitable time. Special engineering plastics will usher in relatively good development opportunities, and its market demand growth will be higher than that of general engineering plastics. .
According to industry data, the average annual growth rate of China's general engineering plastics consumption from 2004 to 2009 is 10%, and the demand in 2009 is 2.48 million tons, which is mainly used in the fields of electronics, construction and automotive. During the "12th Five-Year Plan" period, the demand for general engineering plastics will continue to grow rapidly, with a compound annual growth rate of 5.8% from 2009 to 2015. The consumption of China's special engineering plastics in 2009 was about 22,500 tons, and the compound annual growth rate of 2009-2015 demand is expected to be 17.3%.
Among the domestic listed companies, the companies related to special engineering plastics include Pulit and Shenzhen Huicheng. The CICC research report stated that in the next three years, with the development of the electronics industry, the global demand for liquid crystal polymer (TLCP) products will maintain a growth rate of about 14%, while the demand for TLCP in China is particularly strong, and the annual growth rate of demand will increase. Up to 20%, the gap between supply and demand continues to expand.
In addition, polyimide is a high-temperature material with excellent performance. It is mainly used in high-temperature dust removal electronics industry and military space industry. Because the technical threshold is extremely high, the domestic market mainly relies on imports, but foreign technologies and products do not basically export to China, which makes the consumption capacity of the domestic polyimide market long-term suppressed. Polyimide technology is concentrated in the hands of a few companies. The supplier of polyimide fibers is only Austrian Evonik, Russia also has a small amount of military products, but not for external sales; Polyimide film suppliers DuPont, Ube Kogyo, SKC and other companies; Polyimide engineering plastics The suppliers include Saudi Basic Chemicals and DuPont.
Lithium battery separators have great potential for import substitution Lithium battery separators are a kind of high value-added materials with the highest technical barrier in lithium materials. At present, commercial lithium ion battery separators are mainly composed of polyolefin microporous membranes, including polyethylene monolayer membranes, polypropylene monolayer membranes, and multilayer microporous membranes composed of polyethylene and polypropylene. After the diaphragm draws electrolyte, the positive and negative electrodes of the battery can be isolated to prevent short circuit, while allowing the conduction of lithium ions; when the battery is overcharged or the temperature is increased, the diaphragm blocks the conduction of current in the battery through a closed-cell function to prevent explosion. The role. The separator accounts for 15%-30% of the battery cost.
The data shows that the lithium battery separator market has maintained a growth rate of around 10% over the past few years. With the start of the electric vehicle market, this growth rate is expected to increase substantially. The demand for lithium battery separators in 2013 is expected to reach 563 million square meters, with an output value of nearly US$1.7 billion, 1.76 times the market capacity in 2009. At present, only a few countries, such as Japan and the United States, have production technologies and corresponding scale industries for lithium ion battery polymer separators. Related companies include Asahi Kasei Corporation of Japan, Celgard of the United States, and Dongfang, and Sanyo, Sony, and Matsushita are the downstream battery companies. Samsung and so on.
China is the world’s largest lithium battery production base. In 2009, it produced 1.785 billion lithium batteries, but most of the required separators were imported. Due to the backwardness of the technology, large-scale power lithium battery manufacturers still dare not use domestic diaphragms, and it will take time for the company to truly achieve technological breakthrough in the future.
Xiangcai Securities analyst believes that China's lithium battery separator is 80% dependent on imports, and the product's gross margin is as high as 60%. In the future driven by the electric vehicle market, the lithium battery separator market has broad prospects, and more and more domestic companies will In this area, with the improvement of technology and quality, there is great potential for import substitution.
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