Core Viewpoint - The article discusses the rapid growth of China's demand for high-end photomasks and the challenges faced in technology development, production capacity, and industry integration, highlighting the market opportunities and future prospects for the photomask and photoresist industries in China [3]. Group 1: Industry Overview - The global semiconductor photomask market grew from $4.04 billion in 2018 to $4.9 billion in 2022, with a compound annual growth rate (CAGR) of 4.9%. It is expected to reach approximately $5.5 billion by 2025 [3]. - By 2025, it is anticipated that the third-party photomask market in China will account for about 70% of the total market, with projections indicating that the Chinese photomask market could reach 12 billion yuan by 2030 [3]. Group 2: Domestic Market Dynamics - Major global players in the photomask market include Photronics, Toppan, and DNP, which collectively hold over 80% market share. In China, local companies such as Luvi Optoelectronics, Qingyi Optoelectronics, and Guanshi Technology are enhancing their competitiveness and making progress in domestic substitution [3]. - The market size for semiconductor photoresists in China is projected to be 3.96 billion yuan in 2023, with domestic sales revenue at 1.01 billion yuan. It is expected to grow to 1.31 billion yuan in 2024 [3]. Group 3: Technological Advancements - Domestic manufacturers are accelerating research and development in the ArF photoresist sector, achieving significant breakthroughs. Leading companies in this field include Shanghai Xinyang, Nanda Optoelectronics, and Rongda Photosensitive [3][6].

Core Viewpoint - The article discusses the transformative phases of the new energy vehicle (NEV) industry, focusing on three main areas: power electrification, vehicle intelligence, and energy decarbonization, highlighting the expected growth and technological advancements in these sectors. Group 1: Power Electrification - The power electrification phase is characterized by the emergence of electric vehicles (EVs), with significant milestones such as the establishment of a "pure electric drive" strategy in 2010 and the surpassing of 1 million units sold in 2018 [3] - In 2021, EV sales reached 3.52 million units, marking a significant breakthrough in the electrification of passenger vehicles [3] - Projections indicate that by 2025, EV sales will exceed 15 million units annually, with a stable growth period expected thereafter, potentially reaching 100 to 160 million vehicles by 2030 [3] Group 2: Solid-State Battery Development - The solid-state battery sector is seeing collaborative innovation, with the establishment of the China All-Solid-State Battery Collaborative Innovation Platform in January 2024, involving various stakeholders including academicians and leading enterprises [5][6] - The focus is shifting towards sulfide solid electrolytes, with numerous companies investing in research and development to establish mass production capabilities by 2027-2028 [9] - Key players are expected to achieve significant production milestones, such as Idemitsu's plan for a 100-ton annual production line by 2027-2028 and AGC's anticipated mass production of sulfide solid electrolytes by 2027 [9] Group 3: Vehicle Intelligence - The vehicle intelligence phase is projected to explode in 2025, driven by advancements in AI and intelligent driving technologies, with expectations for L4-level fully autonomous vehicles to be commercially viable by 2030 [20] - The integration of AI in vehicle systems is expected to enhance the entire lifecycle of NEVs, from design and manufacturing to usage and recycling [21][29] Group 4: Energy Decarbonization - The energy decarbonization phase is set to gain momentum with the implementation of China's dual carbon strategy, aiming for a significant increase in renewable energy sources by 2030, including a target for non-fossil energy to account for over 50% of total power generation [37] - By 2035, it is anticipated that green electricity will become the primary power source for charging, with the number of electric vehicles reaching between 200 to 300 million [37][42] Group 5: Future Industry Outlook - The NEV industry is expected to evolve into a multi-trillion-dollar sector, with projections indicating that the total annual sales of NEVs could approach 30 million units by 2035, supported by advancements in battery technology and energy systems [54] - The integration of various energy systems, including vehicle-to-grid (V2G) technologies, is anticipated to revolutionize energy consumption and management in urban environments [51][53]

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 中国造车新实力 The New Power of Car-manufacturing Industry 20 54 8 造车积淀 五白强 合作伙伴 54 Years of Heritage Among the World Top 500 Eco System of car-manufacturing O 热冲压的意义 ② 热冲压的认知 3 热冲压的应用 岚图追光 热冲压的展望 4 :::::: SM 热冲压的认知 岚图追光 该技术逐步替代变强度热冲压 岗 零 体式热冲压 消融后的合金化层 剩余厚度 2 mm AlSi镀层 1.5 mm 采用激光拼焊将多段不同厚度、不同强度的高强钢 坯料焊接起来，再通过热冲压技术得到一个整体的高性 緯 錐 板 坯 Weld Blank A 能强度的结构件。 ~ 1 mm 开卷落料 热冲压成形强化 局部软化 组装焊接 激光拼焊板加工 三维五轴切割 来源：张宣生. 王义林. 朱 彬. 等. 基于多部件集成的热冲压成形技术研究进展 [ J]. 塑性工程学报. 2023, ...

Core Viewpoint - The article discusses the rapid development and increasing production capacity of bio-based materials globally, driven by the need to address climate change and reduce plastic pollution. Major chemical companies are investing in this sector, with significant growth expected in bio-based plastics and chemicals over the next few years [9][10]. Global Bio-based Plastics Production Capacity - Global bio-based plastics production capacity is projected to increase from 2.22 million tons in 2022 to 6.3 million tons by 2027, with an annual growth rate of 23% [9]. - The current domestic production capacity of bio-based materials in China is approximately 11 million tons, with an output of around 7 million tons and a market value exceeding 150 billion yuan [9]. Development Trends in Bio-based Materials - Countries like the US, EU, Japan, and China have implemented policies to promote the development of bio-based materials and bio-economy [10]. - The industry is focusing on expanding the variety of bio-based materials, shifting from food-based to non-food biomass as raw materials, and enhancing recycling efficiency [13]. Key Areas of Bio-based Chemicals - Bio-based chemicals include organic acids, amino acids, and platform chemicals, with a wide range of applications in food, pharmaceuticals, and agriculture [12][25]. - China is the largest producer and exporter of amino acids, with significant export ratios for glutamic acid, lysine, and threonine [25]. Bio-based Fuels - Biofuels, including biodiesel and biojet fuel, are produced from various biomass sources, with biodiesel production capacity in China reaching 454,000 tons in 2023 [64][70]. - The article highlights the challenges in the biofuel sector, such as high production costs and raw material supply instability [69]. Bio-based Resins and Polymers - Bio-based resins like polylactic acid (PLA) and bio-based nylon (PA) are gaining traction, with PLA production capacity around 850,000 tons per year, primarily in China, the US, and Thailand [49][54]. - The bio-based nylon industry is rapidly developing, with significant investments and expected demand growth of around 30% over the next five years [53]. Future Outlook - The OECD predicts that over 20% of petrochemical products could be replaced by bio-based products in the next decade, with the EU forecasting that 6-12% of chemical feedstocks and 30-60% of fine chemicals will be bio-based by 2030 [13].

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 材料与文明 青铜器时代 电子材料时代 eoos 005 ■ 公元前8-9000年，新石器时代开始; ■ 公元前3000年,青铜时代开始; ■ 公元前1300-1400年,铁器时代开始。18世纪第一次工业革命 蒸汽时代;19世纪中电动机发明。第二次工业革命 电气时代; ■ 20世纪初,半导体技术开始应用,20世纪中期半导体产业开始 形成,开始了以Si等半导体材料为代表的电子材料时代。 ∞ 公众号·材料汇 半导体材料 现代社会文明的先导 现代工业的基石 ■ 1946年电子管计算机与1976年微机的指标对比: 计算机体积缩小30万倍，功耗降低了5万多倍，重量降 低了6万倍，平均故障率和价格大幅度的下降，计算机 的普及率迅速提高；集成电路的采用。 ■ 半导体器件深入到日常生活和工业生产等各个领域。 世界人均晶体管占有量本世纪初已超过1亿只。 有人把受半导体技术推动的信息时代的到采称之为第 三次工业革命的开始; ■"谁掌握了半导体技术(微电子),谁就掌握了主动 权" % 公众号·材料汇 微电子技术发展的驱动 ...

Core Viewpoint - The "2025 Future Semiconductor Industry Innovation Conference" will focus on the integration of diamond and compound semiconductors, addressing key industry challenges and exploring innovative solutions for semiconductor materials and applications [1][3][13]. Group 1: Conference Overview - The conference will be held from May 22 to 24, 2025, at the Hilton Garden Inn in Suzhou, Jiangsu [4][5]. - It aims to create a collaborative platform for academia and industry to promote the integration of diamond technology with other semiconductor technologies [13][22]. Group 2: Key Topics and Discussions - The conference will cover critical topics such as high-power device heat dissipation, substrate preparation, heterogeneous integration, and polishing technology [3][13]. - Discussions will include advancements in diamond semiconductor materials, GaN power devices, and the application of diamond in AI computing chip packaging [18][20]. Group 3: Registration and Participation - Registration fees are set at 2800 yuan per participant and 1500 yuan for students, with discounts available for group registrations [27]. - Participants will receive conference materials, meals, and access to all sessions during the event [27].

点击 最 下方"推荐"、"赞"及" 分享 "，"关注"材料汇 添加 小编微信，遇见 志同道合 的你 正文 核心观点 2、风电:欧洲海风需求高景气度,国内海风全面开工。 (a) 海风:前期滞缓项目有望于年内开工,2025年净风将迎来集中装机并网。推荐大金重工、受益标的:东方电缆、海力风电、 泰胜风能、天顺风能。 (b) 陆风：2024年为招标大年，2025年有望成为交付大年，大兆瓦零部件或迎来结构性供应短缺。同时，陆上风机中标价有望止 跌，产业链将修复利润。受益标的:金雷股份、日月股份、三一重能、金风科技、明阳智能、运达股份。 3、锂电:加工费及碳酸锂底部区间,关注有alpha的公司。 (a) 锂电主链：关注有阿尔法的锂电龙头。受益标的：宁德时代、亿纬锂能/中创新航、湖南裕能/万润新能、尚太科技/樊泰来/中 科电气、科达利、天赐材料/新宙邦等。 (b) 欧洲电动车产业链:新车型带动放量。受益标的:宁德时代、湖南裕能、中熔电气、威迈斯、富特科技、浙江荣泰、敏突集 团、铭利达等。 (c)充电桩:行业增速有所放缓,期待to G端资本开支放量。受益标的:盛弘股份、绿能慧充、通合科技、特锐德。 (a) 逆变器:出口重回增 ...

Core Viewpoint - The article discusses the current state and future prospects of the photomask industry, highlighting the challenges faced by domestic companies in China and the potential for growth driven by increasing demand in downstream applications such as semiconductors and flat panel displays [2][3][4]. Group 1: Photomask Industry Overview - Photomasks are critical materials in microelectronics manufacturing, serving as templates for transferring circuit designs onto substrates or wafers [2][5]. - The global photomask market has been growing steadily, reaching a size of $5.2 billion by 2022 [2]. - The domestic photomask industry in China is currently lagging, with reliance on foreign imports for upstream equipment and materials [3][35]. Group 2: Market Dynamics - The demand for photomasks is driven by the growth of downstream industries, particularly in consumer electronics and semiconductor manufacturing [35][48]. - The photomask industry exhibits a counter-cyclical property, where sales can increase during downturns in the panel industry as manufacturers invest in new product development [3][48]. - The semiconductor photomask market is dominated by companies from the US and Japan, with a significant portion of the market share held by firms like Intel, Samsung, and TSMC [3][4]. Group 3: Domestic Companies and Development - Domestic companies such as Qingyi Optoelectronics and Luwei Optoelectronics are making strides in the photomask sector, with advancements in technology and market share [4][30]. - The article emphasizes the importance of mergers and acquisitions for domestic firms to enhance their technical capabilities and compete with established international players [4][30]. - The shift of panel and semiconductor production capacity to mainland China presents an opportunity for local photomask manufacturers to grow [4][65]. Group 4: Technological and Market Trends - The photomask production process involves several complex steps, requiring high precision and advanced technology [17][21]. - The industry is witnessing a trend towards larger and more sophisticated display panels, which in turn increases the demand for advanced photomasks [52][65]. - The market for photomasks is expected to continue growing, with projections indicating a rise in the domestic market size from 7.412 billion yuan in 2019 to 12.436 billion yuan in 2023 [48][49].

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 量),对外依存度达85%,进口量占全球铜精矿贸易量的43%。2024 年中国铜精矿产量 180 万吨,需求量 857.7 万吨,缺口 677.7 万吨 （占全球缺口约79%）。3）新能源需求（电动汽车+光伏）年均增速 超 15%,加剧资源争夺。国务院《节能降碳行动方案》严控铜冶炼新 增产能,推动再生铜占比提升至 45%,但短期内难以缓解资源短缺。 图上游资源:回收端(再生铜) 再生铜 1/3 来源冶炼、加工和制造的生产环节(新废),2/3 来源终端 消费后的废铜回收、拆解和加工(旧废)。 废铜市场:1)国家战略支持,如《铜产业高质量发展实施方案 (2025-2027年)》,到2025年再生铜产量需达到400万吨,再生 金属供应占比提升至 24%以上,并支持建立大型废铜回收基地,推动 产业集约化、高值化发展。2)回收技术突破与产业链整合升级。 再生铜产量:1)供需:铜矿缺口大(2025年全球铜精矿缺口 84.8万 吨,中国缺口占比70%),推动再生铜市场规模走高(2025年再生铜 市场规模 1200 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 灯 束 新材料概述 ■ 新材料是指新丘发展或正在发展的具有优异性能和特殊功能的材料，或者是传统材料改进后性能明显提高和产生新功能的材料 新材料能够显著开发出传统材料所不具备的优异性能和特殊功能,使其成为高新技术发展的基础和先导,是现代工业发展的共性 关键技术,催生出新兴产业的核心发展产业。 ■ 新材料可以从结构组成、功能和应用领域等多种不同角度分类,不同的 分类之间相互交叉和融合。基于上述分类标准,可以将新材料的"新" 定义为三个方向: 技术新:该类材料在成分、结构或性能上具备独特的属性,如超导、高 导热材料等: 工艺新：该类材料通过改进制备方法达到特定的性能,如采用 CVD 法 可制备出大面积石墨烯薄膜; 应用新:主要指新兴产业的材料应用,如已有金属或高分子材料用作 3D 打印耗材。 6 | 新材料巨大作用- 高端新材料是重大工程成功的保障 | | --- | | 材料是国民经济建设、社会进步和国防安全的物质基础,是实现产业结构优化升级和提升装备制 | | 造业的保证,也是发展新兴产业的先导。 ...