The main listed companies in nano-materials industry: Betray (835 185), Fangda Carbon (3539 17), Silver-based Alkene Carbon (400070), Carbon Science and Technology (603 133) and Walter New Materials (002886). Zhongwei shares (3009 19), Wote (002886), Zhongke Sanhuan (000970), 2D Carbon (833608), etc.
The core data of this paper: the market scale of nano-materials in China, and the market data of carbon nanotubes, graphene, nano-montmorillonite and nano-calcium carbonate.
Present situation of industrial development
1. Overall market situation: 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. The market scale of nano-materials industry in China increased from 4810.3 billion yuan in 2065,438+08 to 7910.0 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. According to the market development of nano-materials industry, it is estimated that the market scale of nano-materials industry in China will reach 10684 billion yuan in 2020, with a year-on-year growth rate of 16.2%.
2. Market segmentation
-carbon nanotubes: the adjustment of downstream industries leads to the imbalance between supply and demand of short-term products.
In the past two years, due to the sharp drop in subsidies and other factors, the new energy vehicle market in China entered a short-term adjustment period, which led to a slowdown or even decline in the growth rate of power battery shipments, resulting in a short-term imbalance between supply and demand of carbon nanotube conductive agents. However, thanks to technological upgrading, the growth rate of this material market is better than that of the downstream lithium battery market. Also benefiting from the growth of power battery market demand, the shipment of carbon nanotubes has shown a rapid growth trend in recent years. Combined with GGII's compound annual growth rate data, it is predicted that the domestic shipment of carbon nanotubes will reach 79,700 tons in 2020.
—— Graphene: Entering a 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. In the development prospect of graphene industry in China in 2020, it is estimated that the scale of graphene in China will reach 654.38+02 billion yuan in 2065.438+09. Considering the impact of the epidemic, it is predicted that the growth rate of graphene market will decrease in 2020, and the graphene market scale will reach 654.38+026 billion yuan.
-Nano-montmorillonite: the upgrading and optimization of industrial structure was gradually completed.
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 from 2015 to 2020, combined with the permeability of nano-montmorillonite, it is predicted that the market demand fluctuation of nano-montmorillonite in China from 2015 to 2020 will be about 225 100 tons in 2020. Due to the huge demand potential for improving the performance of synthetic rubber in the future, it is expected that.
-Nano-calcium carbonate: The market demand is increasing gradually.
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. The Report on Market Analysis and Prospect of Nano-CaCO _ 3 in 20 16-2024 released by Daguan Research, an American market research company, shows that the global demand for nano-CaCO _ 3 will increase at a compound annual growth rate of 8.7% in 20 16-2024, and the consumption of nano-CaCO _ 3 in plastics will account for more than 20% of the total market. According to this forecast trend, the global demand for nano-calcium carbonate in 2020 will be about.
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.
Considering the output growth rate of the main application industries of calcium carbonate, the paper industry is still the largest application field of calcium carbonate. In 2020, the demand for calcium carbonate in China paper industry accounts for the largest proportion, about 46%; The second largest consumption area is the plastic industry, accounting for17%; The demand of rubber industry accounts for about 13%.
According to the data of industrial calcium carbonate demand and nano-calcium carbonate permeability released by China Paper Industry Association, it is predicted that the demand of nano-calcium carbonate in China will increase year by year in recent years, from 32 100 tons in 2068+06 to about 4.48 million tons in 2020.
Industrial development prospect
1. Overall market prospect: 100 billion yuan nano-material industry market needs 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 industrial basic materials and display parts in the future, driving the overall market scale to exceed 300 billion yuan in 2025 and 370 billion yuan in 2026.
-Carbon nanotubes: maintaining a high growth trend for a long time.
Carbon nanotubes have broad research prospects, not only in composite materials, displays, hydrogen storage and capacitors, but also in semiconductor electronic devices, sensors, adsorption materials, batteries, catalyst carriers and other fields, with great development potential. In the future, with the further research on carbon nanotubes, carbon nanotubes will have a far-reaching impact in more fields.
According to GGII data, the market sales of carbon nanotubes in China will maintain a high growth trend in the future, and the overall market size of CNT will reach 654.38+10,000 tons in 202 1 year. Moreover, with the counter-attack of LiFePO4 materials and the rapid growth of the demand for high-nickel materials, combined with the demand for improving energy density, the addition ratio of CNT is gradually increasing, and it is expected to gradually increase from 1.5% to 2%. Combined with the data of lithium battery industry released by China Power Battery Association, it is predicted that the compound annual growth rate of CNT market will reach 58% in the future, and it will exceed 900,000 tons in 2026, which is expected to approach the 1 10,000 tons mark.
—— Graphene: Maintain a steady growth trend at medium and high speed.
202 1 The graphene industry in China is developing gradually in the fields of flexible control panel and pressure sensing, in addition to commercial lithium battery energy storage and anti-corrosion coating, and the graphene industry will be further improved. The development of downstream emerging fields will directly promote the growth of midstream manufacturing market. According to the summary data of the hearing of "Tenth Five-Year Plan and Medium-and Long-term Development Plan of Carbon Industry in China" of China Carbon Industry Association, it is predicted that the annual compound growth rate of graphene market in China will reach 16.57% in the next five years, and the market size of graphene industry in China is expected to exceed 30 billion yuan in 2026.
Nano-montmorillonite: Broad market prospect
Because montmorillonite is rich in resources, cheap in price and widely used, coupled with extraordinary performance, the market prospect is very broad. The discovery and application of montmorillonite is an important milestone in the history of nano-materials research. Based on the prediction of synthetic rubber market scale in the main downstream application market issued by China Rubber Industry Association, assuming that the market penetration rate of nano-montmorillonite reaches 4%, the market scale of nano-montmorillonite in China is reasonably predicted. In 20021year, the overall market will reach 245,500 tons, and it is expected to exceed 400,000 tons in 2026.
-Nano-calcium carbonate: maintaining a steady growth trend.
With the rapid economic development in the Asia-Pacific region, the demand for nano-calcium carbonate in plastics, rubber, coatings and other industries has increased rapidly, which has become an important driving force for the growth of the global nano-calcium carbonate market. The forecast data of nano-calcium carbonate released by Grand View Research, an American market research company, shows that the global demand for nano-calcium carbonate will continue to grow steadily in the future, with a compound annual growth rate of around 8.5-9.0%. It is conservatively estimated that the compound annual growth rate of nano-calcium carbonate in China is 8.5%, and it is predicted that the demand for nano-calcium carbonate in China will exceed 7.3 million tons by 2026.
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 industry-related data, please refer to the report "Development Prospect and Investment Forecast of Nano-materials Industry in China" by Prospective Industry Research Institute.