Main listed companies in the industry: Antai Technology (000969), Blonde Technology (600 143), Zhongwei (3009 19), Walter (002886), Taigang Stainless (000825), Nanda Optoelectronics (300346).
The core data of this paper: the regional proportion of new material industry demand and the market concentration of new material industry segmentation.
Regional competition pattern
-Supply: Three-echelon competition.
Since the 20th century, more and more countries, whether developed or developing, have taken the development of new materials industry as a major national strategic decision. In recent years, the global new material industry has developed rapidly, and the current supply competition has formed a three-tier echelon.
The first echelon is developed countries and regions such as the United States, Japan and Europe, which has absolute advantages in economic strength, core technology, R&D capability and market share. The second echelon is South Korea, Russian Federation, China and other countries, and the new material industry is in a period of rapid development. The third echelon is Brazil, India and other countries, and is currently struggling to catch up.
Specifically, American new materials are in the leading position in the world, and the overall development of American new materials is relatively balanced. At present, the new materials industry is mainly distributed in the Great Lakes region and the Pacific coast, with leading enterprises such as Xuanwei, Dow, DuPont and PPG.
The new material industry in Europe is mainly distributed in Germany, Britain, France and other countries, among which BASF, the world's first chemical material, is located in Germany, providing a wealth of new material products.
Japan is in a leading position in the field of new materials such as electronic materials, ceramic materials and carbon fiber. The development goal of Japanese new materials is to maintain the international competitiveness of products, pay attention to practicality, and catch up with Europe and America in cutting-edge fields. Leading enterprises include Toray, Dong Bang and Hitachi Chemical.
South Korea's leading enterprises in new materials include Samsung, LG Chemical and SK Chemical. The country regards material science and technology as one of the six core technologies to ensure the country's core competitiveness in 2025.
Russia is a world leader in aerospace, energy materials and new chemical materials. The strategic goal of development is to maintain the leading position of these materials in the world, and at the same time vigorously develop new materials that have an important impact on promoting national economic development and breaking away from national defense strength.
China is a world leader in rare earth functional materials and glass fiber materials. New materials are one of the top ten key fields of manufacturing in China and a strategic emerging industry in China.
Note: From 2065438 to June 2009, Dow DuPont was split into three independent companies: Dow, DuPont and Kotva.
-Demand: Asia-Pacific region is the largest demand place.
On the demand side, according to the data of internationally renowned consulting firm Research and Markets, the Asia-Pacific region occupied 59. 1% of the global market share of new materials in 20 17, making it the largest market for new materials in the world. From 2065438+08 to 2020, the automobile industry, aerospace and other industries in the Asia-Pacific region will continue to maintain the rapid growth trend in recent years, and new materials will be adopted on a larger scale. Looking into the future, it is predicted that the demand for new materials in the Asia-Pacific region will remain the first in the world in 2020, accounting for about 59%.
Note: the data of 20 17 are from research and market, and the data of 2020 are calculated according to the current year and previous years.
Enterprise competition mode
-Large multinational enterprises occupy a dominant position.
From the perspective of enterprise competition, most enterprises focus on a certain subdivision of new materials, while large multinational enterprises occupy a dominant position in most high-tech, high-value-added new materials products with the advantages of technology research and development, talents and capital.
At present, BASF, Dow, Honeywell and other enterprises occupy a leading position in the field of polymers and new chemical materials; ArcelorMittal, Coles Group, Tata Steel and other enterprises are in a leading position in the field of new metal materials; Leading enterprises in the field of inorganic nonmetals include Saint-Gobain, Toshiba and TDK. Leading enterprises in the field of fiber and composite materials include Toray Japan, Dong Bang Japan and Mitsubishi Liyang.
Note: From 2065438 to June 2009, Dow DuPont was split into three independent companies: Dow, DuPont and Kotva.
-Some market segments are highly concentrated.
In terms of market concentration, some market segments are highly concentrated, such as Shinetsu, SUMCO and Siltronic, accounting for more than 60% of the semiconductor silicon market. Hitachi Electric, Sumitomo Electric, Mitsubishi Chemical and German FCM occupy more than 90% market share of semi-insulating GaAs. Dupont, 3M, Daikin, Hearst, Ausimont and ICI account for 90% of semi-insulating GaAs in the world. China enterprises have a large market share in the relatively low-end industrial applications such as rare earth functional materials and glass fiber materials.
In today's global scientific and technological competition, as pioneers of high and new technology, more countries/regions will join the market competition in the future, and countries/regions that have been at the forefront of market competition will further promote the development of local new materials industry and strive to occupy a place in the international new materials industry. The global new materials industry may usher in a new round of industrial competition.
—— The above data comes from the Analysis Report of China New Materials Industry Deep Investigation and Investment Strategic Planning by Forward-looking Industry Research Institute.