The core data of this paper: the market size of nano-materials in China; Carbon nanotubes; Graphene; Nano-montmorillonite; Market data of nano-calcium carbonate
General situation of industry
1, definition: ultrafine particulate matter
In a broad sense, nano-materials are the general name of ultra-fine particle materials with at least one dimension in the three-dimensional space within the nano-scale range or with substances within the scale range as the basic structural unit. It is generally believed that nano-materials should include two basic conditions:
2. Analysis of industrial chain: The industrial chain is huge.
The upstream of the nanomaterial industry chain is the supply of raw materials and equipment. The equipment mainly includes crushing, mixing/dispersing, testing and other equipment related to the preparation and processing of nanomaterials.
The middle reaches of the industrial chain are the production and preparation of nano-materials, including nano-powders, nano-films, nano-fibers and nano-blocks, as well as nano-composite materials such as nano-composite powders, nano-magnetic liquids, nano-coating materials, nano-modified fibers and metal/ceramic/plastic matrices.
The downstream of the industrial chain includes applications in the fields of electronic information, new energy, biomedicine, building chemicals, clothing and textiles, energy conservation and environmental protection, and structural reinforcement.
The course of industrial development: the industry enters the fast lane.
In engineering, the history of preparation and application of nanomaterials can be traced back to at least 1000 years ago. For example, in ancient China, smoke from burning candles was used to make nano-carbon black, which was used to make ink and dyes. After analysis, the antirust layer on the surface of China bronze mirror is nano-tin dioxide film. Before 1990, the nano-industry was in the foundation stage, and after 1990, nano-materials and technologies entered the stage of rapid development. Please refer to the views expressed by M.C.Roco, Chairman of the Nanoscience, Engineering and Technology Branch of the National Science and Technology Council of the United States, at the 2002 NSF Symposium in the United States. The specific development process is as follows:
Present situation of industrial development
1. general situation of the industry: driven by technical demand, the industry is developing rapidly.
In recent years, with the improvement of nano-material production technology and the increase of downstream demand, the market scale of nano-materials has shown a rapid growth trend. According to Frost &;
According to Sullivan's data, the market scale of nano-materials industry in China increased from 4810.3 billion yuan in 2065,438+08 to 7.910.0 billion yuan in 2065,438+08, with a compound annual growth rate of 13.2%. With the further expansion of downstream market demand and the gradual maturity of related technologies, the market scale growth rate of nano-materials industry in China has increased since 20 19. Looking ahead, according to the market development of nano-materials industry, it is preliminarily estimated that the market scale of nano-materials industry in China will reach12410.50 billion yuan in 200216.2.
2. Market segment 1: Carbon nanotubes: mainly used in the field of lithium batteries.
-Performance and application: excellent conductivity.
Carbon nanotubes (CNT) are one of the main nanomaterials that have been industrialized in China. As a new type of carbon structure material, its micro-morphology is coaxial circular tube, and its wall is composed of several layers of carbon atoms, which has a regular hexagonal structure. The radial dimension (along the tube) is micron, and the axial dimension (cross section) is nanometer, so it is called carbon nanotubes.
With the trend of high energy density, the permeability of carbon nanotubes increases year by year because of its better performance. Compared with carbon black, carbon nanotubes have better conductivity, and the dosage is only 1/6- 1/2 of carbon black under the same conductivity effect. Especially in the case of relatively poor conductivity of high nickel ternary cathode materials and silicon-based cathode materials, the demand for carbon nanotubes is increasing. In addition, carbon nanotubes can maintain good electron and ion conduction during the cycle of lithium batteries, improve energy density and greatly improve the cycle life of lithium batteries. Therefore, as a new conductive agent, carbon nanotubes are gradually applied in the field of lithium batteries to improve the conductivity, cycle life and energy density of lithium batteries.
Market status: carbon nanotubes have entered the "golden age"
With the rapid development of new energy vehicle market, the requirements for power battery's rate, low temperature, fast charge and energy density are increasing. Compared with the traditional conductive agent, the carbon nanotube conductive agent can significantly improve the battery performance. Driven by the demand for high energy density lithium batteries, the shipment of carbon nanotube conductive paste will maintain a high growth trend. According to GGII data, the shipment of 202 1 China carbon nanotube conductive paste was 78,000 tons, up 62.5% year-on-year, and the compound annual growth rate of 20 16-202 1 shipment was 4 1%. In 2022, the carbon nanotube market is getting better and better. The industry predicts that 2022 is expected to become the first year of industrialization of silicon-carbon anode. With the increasing demand for silicon-carbon anode, carbon nanotubes and other supporting materials are expected to benefit at the same time. GGII predicts that the shipment of carbon nanotube conductive paste in China will exceed 6.5438+0.2 million tons in 2022 and 320,000 tons in 2025, making it the fastest growing type of conductive agent in lithium batteries and accelerating the replacement of traditional conductive agents.
3. Market segment 2: Graphene: Entering the critical period of industrialization
-Performance and application: a wide range of potential applications.
Graphene is a new material with a single sheet structure composed of carbon atoms. It is a hexagonal planar thin film with honeycomb lattice composed of carbon atoms with sp2 hybrid orbital, and it is a two-dimensional carbon nano-material with only one carbon atom thickness.
Because of its excellent thermal conductivity and mechanical properties, graphene has shown many potential application prospects in the fields of sensors, polymer nanocomposites, photoelectric functional materials, controlled drug release and so on.
-Market scale: gradually moving towards the critical period of industrialization.
At present, the graphene industry has reached a critical period from laboratory to industrialization, which has become a breakthrough for China's new material industry and even manufacturing industry to achieve overtaking in corners.
Graphene industry in China is in the period of market introduction, with immature products and low profit rate, but the market growth rate is high. Since 20 18, the production scale of graphene powder and film has been further expanded. In terms of powder, Changzhou Sixth Element, Qingdao Haoxin, Ningbo Moxi and many other enterprises already have leading graphene powder production lines in China. In terms of film, Changsha Nuanyu New Materials Technology Co., Ltd. has started the production line of graphene film with an annual output of 6.5438+0 million square meters, which is expected to become the second largest graphene film production line in China after completion.
From 20 15 to 20 18, China's graphene industry was in a period of rapid development. According to the statistics of China Economic Information Agency, the graphene market scale in 20 15 years is only 600 million yuan, and the graphene industry in China is 2011000 billion yuan, with a compound growth rate of 1 17%.
After rapid development, graphene industry entered a period of rapid and stable development from 20 19, and the growth rate declined. According to statistics of CGIA and CCID, the scale of graphene in China reached 654.38+02 billion yuan in 2065.438+09. Affected by the epidemic, the growth rate of graphene market will decrease in 2020, and the scale of graphene market will reach 654.38+0.35 billion yuan, with a year-on-year growth rate of 6543.8+02.5%, which is obviously slower than that in previous years.
In 20021year, the impact of COVID-19 epidemic on graphene industry will continue. In addition, the downstream can not achieve large-scale application, and the enterprises in production can not form a stable profit model. Local governments and enterprises have also become more cautious in investing in graphene. The development of graphene industry entered a platform period, and the growth rate of industrial scale continued to slow down. According to preliminary statistics, the market size is about148 billion yuan.
4. Market segment 3: Nano-montmorillonite: the upgrading and optimization of industrial structure is gradually completed.
Additives for nano-polymer materials.
Nano-montmorillonite is a kind of silicate layered clay with nanometer thickness. Its basic structural unit is 2: 1 layered structure, which consists of two layers of silica tetrahedral sheet sandwiched by an alumina octahedron. Tetrahedron and octahedron are connected by oxygen, forming a thickness of about 1nm, length× width 100 nm × 100. This structural unit layer is relatively loose, and under the action of external force or polar water molecules, the layer will expand or peel off due to relative movement, and water molecules or other organic molecules can enter the layer, making it absorb water and expand, highly dispersed and absorbent. In addition, the interlayer is exchangeable inorganic cations such as hydrated Na+ and Ca2+, Si in montmorillonite tetrahedron is often replaced by A 13+, and Al3+ in octahedron is often replaced by Mg2+, Fe3+, Fe2+, Ni2+ and Li+. , thus producing a weak negative charge between layers.
Because of its unique layered structure, montmorillonite can be dissociated into nano-platelets, and the surface activity of montmorillonite platelets can be adjusted by organic cation exchange reaction. Montmorillonite has excellent mechanical properties, thermal stability and dimensional stability. In addition, montmorillonite has good dispersibility, so it can be widely used as an additive for nano-polymer materials in polymer industry to improve impact resistance, fatigue resistance, dimensional stability and gas barrier, thus enhancing the comprehensive physical properties of polymers and improving the processability of materials. In recent years, the infrastructure construction scale of China's nano-material industry has been expanding.
-Market size: fluctuating upward trend.
The application of nano-montmorillonite in rubber is mainly used to modify rubber products, including the improvement of air tightness, tensile strength, wear resistance, corrosion resistance, weather resistance and chemical resistance. By adding a small amount of nano-montmorillonite (such as 3%-5%), the strength and elongation of rubber can be greatly improved, and some properties can be improved several times, which can replace the current white carbon black, or even completely replace the traditional fillers such as carbon black, and greatly reduce pollution. This is a revolution of rubber industry in 2 1 century. At present, the consumption in china rubber is increasing. Looking at the supply and demand changes of synthetic rubber in China in 20 15-202 1 year, combined with the permeability of nano-montmorillonite (calculated by 4%), it is predicted that the market demand of nano-montmorillonite in China will continue to rise in 20 15-202 1 year.
5. Market segment 4: Nano-calcium carbonate: The market demand is increasing gradually.
-performance and application: new ultra-fine solid powder material
Nano-CaCO _ 3, also known as ultrafine CaCO _ 3, is a new type of ultrafine solid powder material developed in 1980s, and its particle size is between 0.0 1 ~ 0. 1 micron ... Due to the ultrafine particle size of nano-CaCO _ 3, its crystal structure and surface electronic structure have changed, resulting in quantum size effect, small size effect, surface effect and macro quantum effect that ordinary CaCO _ 3 does not have.
Nano-calcium carbonate is one of the earliest nano-materials to realize industrial production. The market has been widely formed and the application fields of materials are extensive. Nano-calcium carbonate is used as filler and reinforcing agent in plastic industry and rubber industry, which has dual functions of reducing product cost and improving product quality. Used as filler in ink industry, paper industry and coating industry, it has multiple functions of thickening, preventing sedimentation, improving product performance and reducing product production cost.
-Market position: The comprehensive competitive strength of domestic enterprises has been continuously improved.
Nano-calcium carbonate has been used abroad for 50 years and is widely used in rubber, plastic, paper, ink, paint, sealant and other industries.
In 20 16-20 19, the market demand for nano-calcium carbonate increased steadily, and the global market demand for nano-calcium carbonate in 20 19 was about 26.45 million tons. According to Daguan, an American market research company,
According to the Report on Market Analysis and Prospect Forecast of Nano-CaCO _ 3 from 20/KLOC-0 to 6-2024 released by Research, the compound annual growth rate of global demand for nano-CaCO _ 3 from 20/KLOC-0 to 6-2024 is 8.7%, and the consumption of nano-CaCO _ 3 in plastics accounts for more than 20% of the total market. According to this report.
According to the trend predicted by View Research, the global demand for nano-calcium carbonate in 20021year is about 3 1.34 million tons.
A detailed analysis of the market situation of nano-calcium carbonate in China shows that foreign enterprises occupy most of the domestic high-end markets by virtue of their strong R&D capabilities, stable and reliable product quality, sophisticated instruments and good brand reputation, and their prices are generally three times higher than those of domestic similar products1-. In recent years, the comprehensive competitive strength of domestic enterprises has been continuously improved, and a number of powerful local enterprises have emerged one after another. Almost all low-end, low-end and mid-end product markets are occupied by domestic enterprises, and the market share of high-end products has also increased significantly. The high-end product market is gradually breaking the monopoly of foreign-funded enterprises or their enterprises in China.
Industrial competition pattern
1. Industrial clusters: mainly concentrated in Suzhou and Beijing.
By analyzing the regional pattern of nano-materials industry in China, it is found that the main gathering places of nano-materials industry in China are Suzhou and Beijing. Among them, the scale of nano-industry in Suzhou accounts for more than 50% of the country. Suzhou Industrial Park is recognized as one of the world's eight nano-industrial clusters, which has formed four core areas of nano-technology, such as nano-new materials, nano-biotechnology, energy and clean technology, micro-nano processing technology, led the development of hundreds of nano-subdivision technology fields, and cultivated leading enterprises such as Sudaweig, Nanda Optoelectronics, Fang Jing Semiconductor and Jin Fu New Materials.
Beijing will build an industrial cluster centered on Beijing Nanotechnology Industrial Park in Huairou, and devote itself to the application of nanotechnology in four fields: energy, electronics, environment and biomedicine. Downstream applications will drive all links in the upstream industrial chain such as nanomaterials, nano-processing and nano-devices. It has a number of leading nano-materials enterprises such as Beijing Capital, Antai Technology, Zhongke Naxin Company, Zhongkonatong Company, Jisheng Xingtai Company and Shouke Spray. As far as R&D is concerned, China's nano industry has basically formed two unique nano R&D centers.
2. Enterprise competition: There are many market participants, and enterprises with multi-track layout have strong comprehensive strength.
In terms of competition, at present, there are many market players in the domestic nano-materials industry, and the market is scattered. However, due to the financial and technical barriers in the nano-materials industry, most of the enterprises in the layout have financial or technical advantages. Most companies focus on specific tracks, such as Nai Tian Science and Technology's carbon nanotube track and the sixth element's graphene track.
Prospects and trends of industrial development
1, market size: 100 billion yuan, nano-material industry market to be tapped.
During the Tenth Five-Year Plan period, cutting-edge new materials such as 3D printing materials, superconducting materials and intelligent bionic materials have great commercial value and strategic significance in the fields of industry, electric power, communication, military affairs and medical treatment, and the investment attention will be further improved. Therefore, in order to meet the urgent needs of market applications, 3D printing materials such as metal materials, organic polymer materials, biomaterials and composite materials will become the focus of future investment. With the attention of these subversive frontier new materials, the market potential of nanomaterial industry will be further enhanced as nanomaterials with high application frequency in related materials fields.
According to the forecast of National Development and Investment Group Co., Ltd., in the next few years, China's new material industry will continue the strong momentum of high-speed growth in the past, and the output value will exceed 10 trillion yuan by 2025, with very broad development prospects; On this basis, it is further predicted that the output value of new materials in China will reach 1 1.7 trillion yuan by 2026. With the development of new material industry market, the scale of nano-material market will be further improved in the future. With the accumulation of production technology and the further promotion of downstream application market, nano-materials are expected to make breakthroughs in market segments such as basic industrial materials and display components in the future, driving the overall market scale to exceed 300 billion yuan in 2025 and close to 400 billion yuan in 2027.
2. Development trend of nano-material industry: the growth of demand in downstream application fields drives the market development.
Prospect Based on the analysis of the above market segments and competition pattern, combined with the current technological innovation of China's nano-materials industry, the three development trends of this industry are summarized as follows:
For more research and analysis on this industry, please refer to the Foresight Industry Research Institute's Report on the Development Prospect and Investment Forecast of Nano-materials Industry in China.