Analysis of current situation and prospect of new chemical materials industry in 2023

Analysis of the development status of China's advanced chemical materials industry

In view of the development of China's advanced chemical materials, the relevant departments have conducted in-depth research, and the results found that only in more than 30 large-scale backbone enterprises required for the production of 130 kinds of key materials, 32% of the domestic blank, 54% of the performance guarantee ability is poor, only 14% can be completely self-sufficient.

The development of foreign advanced chemical materials is ahead of the domestic as a whole, and even has formed an absolute advantage in individual subdivisions. First of all, the development of foreign advanced chemical materials focuses on system coordination, industrial chain supporting, innovation and industry integration, and more original technical solutions. Secondly, foreign advanced chemical materials pay attention to the protection of intellectual property rights, and are good at using intellectual property strategies to form reasonable product development programs, so as to maintain long-term leading advantages. Third, the development of foreign advanced chemical materials is closely integrated with the upstream and downstream industries, which is conducive to promoting the implementation of overall technical solutions. If the domestic advanced chemical materials do not have a competitive advantage, then the high-end manufacturing industry can not be long-term and stable development, which will seriously affect the transformation and upgrading of China's industry, especially the protection and improvement of the development level of the national defense industry. As an important representative of advanced chemical materials, the current situation of "low-end surplus, mid-end acceptable, high-end shortage" in China is particularly prominent, although great progress has been made in recent years, but in the field of high-end products is still lagging behind. In terms of high-end materials such as high-performance polyolefin, fluorine-containing polymer materials, polyimide, carbon fiber and resin, the gap between China and the international advanced level is still obvious.

1. Production of new chemical materials

With the development of science and technology, the application field of new materials is increasing day by day, in addition to being widely used in high-tech fields such as aerospace, it can also be used in sporting goods, textile machinery, medical equipment, biological engineering, building materials, chemical machinery, transportation vehicles and other aspects. With the continuous expansion of the application field of new chemical materials, the output of new chemical materials continues to rise, and the output of new chemical materials in China will reach 33.23 million tons by 2022, an increase of 12.07%.

2. Sales of new chemical materials

With the continuous expansion of the application field of new chemical materials, the consumption of new chemical materials continues to rise. According to the data, the sales volume of new chemical materials in China from 2016 to 2022 shows a rising trend, and the sales volume of new chemical materials in China in 2022 reached 41.36 million tons, an increase of 2.09%. In 2022, the domestic consumption of new chemical materials is about 8 million tons higher than the output, which proves that there is still a lot of room for growth in domestic new material production.

3. Competition pattern of China's new chemical materials industry

(1) Market echelons

After years of development, in China's new chemical materials industry, has gradually formed a foreign enterprises, state-owned enterprises and private enterprises as the main body of the enterprise pattern, the difference between different levels of enterprises is large, first of all, BASF, Wanhua Chemical and Huafeng Chemical and other foreign and domestic large enterprises ranked in the first market echelon. With the advantages of production equipment, technical level and experience base, it occupies a leading position in the industry; Secondly, state-owned enterprises such as Juhua Group and Xinhecheng and large private enterprises are located in the second market echelon, with a certain scale of installation scale and technology and talent accumulation; Finally, other domestic small and medium-sized private enterprises with low technical level rank in the third market echelon.

(2) Number of enterprises

Data show that in recent years, the number of newly registered enterprises in China's chemical new materials continues to grow, as of the end of April 2023, the number of domestic chemical new materials related registered enterprises has exceeded 30,000, and the number of newly registered enterprises in 2022 is the largest, reaching about 6,300, an increase of about 2,000 over the same period last year. The number of newly registered chemical new materials enterprises was about 3,000, showing an increase in the same period of last year.

(3) Province distribution

From the perspective of regional pattern, the current Chinese chemical new materials enterprises are mostly concentrated in the Yangtze River Delta, Pearl River Delta and Beijing-Tianjin-Hebei and other regions and provinces, as of the end of April 2023, Shandong, Guangdong and Jiangsu provinces, the number of chemical new materials related enterprises ranked the top three, the number of enterprises accounted for about 15%, 14% and 11%, respectively. In addition, the number of new chemical materials enterprises in other provinces accounted for about 60% of the proportion in the same period.