[New material] Aluminum plastic film market has substantial demand, and domestic substitution is accelerating.
As the safety and energy advantages of the soft-packing battery in lithium power battery have been highlighted constantly, the packaging process of aluminum plastic film has developed rapidly. However, the aluminum plastic film, as the core material, is the only link in the industrial chain that has not been fully localized. Japanese and Korean enterprises occupy more than 70% of the market share in China. Some agencies predict that the aluminum plastic film market will be about 5.2 billion to 15.8 billion yuan from 2021 to 2025, and the annual compound growth rate will reach 32%.
Key Point: The aluminum plastic film has substantial technical barriers, and the core production equipment depends on imports. Power battery enterprises promote the acceleration of domestic substitution with the pressure of cost reduction. It is reported that Ming Guan lithium film basically solves the technical blockade of aluminum plastic film, whose performance is better than imported products.
[Photovoltaic] China’s first tidal-solar complementary photovoltaic power station has come into operation.
Recently, China’s first tidal-solar complementary intelligent photovoltaic power station of the National Energy Group Zhejiang Longyuan Wenling realized full capacity grid generation. It creates an integrated pattern of perfect photovoltaic (PV) and tidal coordination. The total installed capacity is 100 megawatts with 24 power units. More than 185,000 high-efficiency single-crystal double-sided silicon components have been installed.
Key Point: According to the construction idea of actively creating intelligent power generation projects, the power station is synchronously equipped with five megawatt-hour energy storage equipment. It is the first new energy power station in Zhejiang Province to realize the “photovoltaic plus energy storage” in combination with primary frequency modulation control technology.
[Semiconductor] Semiconductor localization speed up. The electronic gas industry welcomes a period of rapid development.
The main application field of electronic gas is semiconductors. Almost every link in the chip manufacturing process is inseparable from electronic gas, which accounts for 13% of the semiconductor material demand. China is actively undertaking the world’s third semiconductor industry transfer. According to the data from China Semiconductor Industry Association, China’s electronic gas market size was 15 billion yuan in 2020 and is expected to reach 23 billion yuan in 2024, at a CAGR of 11.3%.
Key Point: Huate Gas is the only gas company in China that has passed the ASML certification. It focuses on the research, development, production, and sales of specialty gases and commits itself to localization. It takes the lead in breaking the import restriction of gas materials in large-scale integrated circuits.
[Machine Tool] The domestic machine tool industry accelerates the new energy vehicle market layout.
The new energy vehicle industry is attracting machine tool manufacturers and many listed companies to lay out in the new energy field. The newly developed high-strength steel battery tray automatic laser welding and integrated thermal-forming door ring automatic production lines of Han’s Laser for new energy vehicles have been applied in the new energy models of BMW and GM. Genesis Group has recently launched “three electricity” (battery, motor, and electric control) solutions for shell processing specifically for new energy vehicle manufacturing.
Key Point: The capital market and government subsidies at all levels have played an important role in promoting the development of the machine tool industry. Focusing on the high-end intelligent equipment manufacturing industry, the national manufacturing transformation and upgrading fund has invested in Kede CNC, Daily Fine Machine, Xi’an Micromach Technology and other enterprises.
[Petrochemical] Fujian Province has proposed accelerating the construction of trillion-level petrochemical industry.
Fujian Development and Reform Commission recently issued the Implementation Opinions on Promoting the High-quality Development of Petrochemical and Chemical Industry and Accelerating the Construction of One-Trillion Pillar Industries. It will accelerate the construction of refining and chemical integration, chemical, fluorine, lithium electricity, chemical API, and new material industry of shoes and clothing. It will also appropriately increase refining capacity, supply raw materials such as olefins and aromatics, promote intensive processing of petrochemical products, and develop plastics, rubber, and specialized chemicals. By 2025, petrochemical and chemical enterprises in the province are expected to achieve an operating income of more than one trillion yuan.
Key Point: Petrochemical and chemical industry is one of the pillar industries in Fujian Province, with a large industrial scale, solid upstream and downstream mobility, and active technological progress. The differentiated industrial layout will promote the chemical industry and related traditional and strategic emerging industries to advance together.
The above information is from open media and for reference only.
Post time: Aug-01-2022