"黄金材料"聚酰亚胺，赋能先进制造产业发展 汉鼎智库咨询 2026-01-30 聚酰亚胺（PI）是一类以酰亚胺环为核心结构的高性能芳香族高分子材料， 具有耐高温、耐化学腐蚀、高强度、高绝缘、耐辐射等优异综合性能，被称为"黄 金塑料"。作为先进制造领域的关键基础材料，聚酰亚胺凭借其不可替代的性能 优势，成为连接基础材料与高端装备、支撑航空航天、电子信息等战略性新兴产 业发展的重要桥梁。从高端电子元器件封装到航空航天结构件，从新能源装备绝 缘到高端防护材料，聚酰亚胺正从特定高端场景的小众应用，升级为赋能多领域 先进制造升级的核心材料，在全球新材料产业变革的浪潮中，开启规模化、高端 化发展的全新阶段。 高端消防防护服装及特种电缆增强芯，尤其在 200℃以上长期工作环境中展现出 远超传统纤维的性能优势。 聚酰亚胺按产品形态与技术特性可分为四大主流产品体系，各类产品性能互 补、适配场景差异化显著，形成多元协同发展的产业格局： （1）聚酰亚胺薄膜：以双向拉伸薄膜为核心产品形态，具备超薄、耐高温、 高绝缘、低介电损耗的特点，核心技术聚焦均苯二酐/二胺单体合成纯度控制、 溶液流延成型工艺优化及热亚胺化精准调控。广泛应用于电子 ...

从行业供给端来看，新型建材企业数量持续增长，产品品类不断丰富，涵盖 墙体材料、装饰材料、保温材料、防水材料等多个细分领域。但行业内部也存在 明显分化：头部企业凭借技术研发优势与规模化生产能力，占据中高端市场主导 地位；部分中小企业则因技术储备不足、产品同质化严重，面临盈利空间收窄的 压力。与此同时，下游应用场景的拓展为新型建材注入新活力 —— 既有建筑 节能改造、装配式建筑推广、绿色市政工程建设等，都在持续拉动新型建材的市 场需求，推动行业从 "单一产品供给" 向 "系统解决方案输出" 转型。 一、 行业发展态势向好，规模持续扩张 《中国新型建材行业市场全景评估及发展前景展望报告》显示 2024 年我国 新型建筑材料市场规模已达 20661.6 亿元，其中新型墙体材料占比最高达 13200.7 亿元，新型装饰装修材料紧随其后达 5225.3 亿元。城市更新战略的 深入实施成为重要增长引擎，全国每年老旧小区改造超 5 万个，建筑外立面修 1 复、结构加固等工程对低能耗修补材料需求同比增长 12%；"好房子"建设理 念普及则带动防水密封、隔声保温材料需求升级，为建工新材料智能制造项目提 供了明确的发展方向与广阔的 ...

Investment Rating - The report indicates a strong investment potential in the modified plastics industry, highlighting its growth trajectory and market opportunities [10]. Core Insights - Modified plastics are not new materials but optimized versions of common plastics, enhancing their performance through various modification techniques [3][4]. - The industry is experiencing significant growth, driven by increasing demand across multiple sectors, including home appliances, automotive, and renewable energy [10]. Summary by Sections What are Modified Plastics? - Modified plastics are enhanced versions of basic plastics like polyethylene (PE), polypropylene (PP), and polycarbonate (PC), addressing their limitations through physical and chemical modifications [3][4]. - Key modification techniques include: - Filling modification: Adding fillers to enhance hardness by over 30% while reducing costs by 15% [3]. - Reinforcement modification: Incorporating high-strength fillers like glass fibers to meet automotive lightweight requirements [4]. - Functional modification: Adding agents to provide new capabilities, such as flame retardancy and extended lifespan [4]. Penetration Across Multiple Fields - Modified plastics have become indispensable in various industries due to their customizable advantages: 1. Home Appliances: 80% of appliance exteriors now use modified PP, reducing costs by 20% compared to metal [5]. 2. Automotive: The use of modified plastics in electric vehicles has increased to 80-100 kg per vehicle, addressing weight reduction needs [6]. 3. Renewable Energy and Environmental Applications: Modified plastics are crucial in solar energy and biodegradable materials, with significant advancements in product lifespan and environmental impact [8]. Market Explosion - The modified plastics market is projected to exceed 300 billion yuan by 2024, with production expected to reach 33.2 million tons [10]. - The industry is evolving towards high-performance and green materials, gradually replacing traditional plastics in various sectors, including high-end home appliances and new energy vehicles [10].

Investment Rating - The report indicates a positive outlook for the elderly care robot industry, highlighting its potential as a key area for technological and healthcare integration [4]. Core Insights - The elderly population in China is projected to exceed 310 million by the end of 2024, accounting for 22% of the total population, which presents significant challenges for traditional elderly care models [2]. - The elderly care robot market in China is expected to grow from approximately 3.8 billion in 2020 to around 7.9 billion by 2024, with a projected compound annual growth rate (CAGR) of about 15% over the next five years, reaching 18.3 billion by 2030 [5]. - Rehabilitation robots constitute about 60% of the elderly care robot market, while nursing robots account for approximately 34%, and companion robots make up around 6% [6]. Market Potential - The report emphasizes the vast market potential for humanoid robots in the elderly care sector, driven by the increasing aging population and the need for innovative solutions [4]. - The Chinese government has initiated policies to accelerate the development of elderly care technology, including the establishment of significant projects focused on humanoid robots and artificial intelligence [5]. Future Development - The report suggests that with advancements in technology and supportive policies, the elderly care robot industry is poised for substantial growth, contributing positively to the "silver economy" [9]. - Collaboration among government, enterprises, and society is essential to overcome current challenges and promote the development of the elderly care robot market [9].

Investment Rating - The report indicates a strong market potential for polymer materials, suggesting a positive investment outlook for the industry [1]. Core Insights - Polymer materials, also known as macromolecular compounds, are diverse and have a wide range of applications, making them essential in various sectors such as automotive, electronics, construction, and healthcare [1]. - The Chinese coatings industry shows stable growth, with total production expected to rise from 24.388 million tons in 2019 to 35.341 million tons by 2024, alongside an increase in revenue from 313.23 billion yuan to 408.903 billion yuan [2]. - The global food flexible packaging market is projected to grow from approximately 274.7 billion USD in 2024 to 363.2 billion USD by 2030, driven by increasing demand for sustainable and high-performance packaging solutions [4][7]. Summary by Sections Polymer Materials - Polymer materials can be categorized into natural, semi-synthetic, and synthetic types, and further divided into general, special, and functional polymers based on application [1]. - The characteristics of polymer materials include diversity, lightweight, high strength, excellent processability, and environmental sustainability, making them indispensable in modern technology [1]. Coatings Industry - In 2019, China's coatings industry had a total production of 24.388 million tons and a revenue of 313.23 billion yuan, with projections for 2024 showing a production increase to 35.341 million tons and revenue to 408.903 billion yuan [2]. - The market is segmented into various categories, with water-based architectural coatings holding a 35.09% share, followed by general anti-corrosion coatings at 13.55% [2]. Food Packaging - The food packaging sector is undergoing a structural transformation towards green materials, with a focus on biodegradable and recyclable options due to rising environmental awareness and regulatory influences [4]. - Soft packaging is a significant category within food packaging, with materials like plastics, paper, aluminum, and bio-based films being prominent, emphasizing lightweight and adaptability [4].

Report's Investment Rating for the Industry - No information provided Core Viewpoints of the Report - Two-wheeled vehicles have become an important part of urban transportation with broad market prospects [1] - Electric two-wheelers are changing China's urban transportation structure and are crucial for the "dual carbon" strategy [1] - Motorcycles are widely used in daily life and various functional scenarios and are accelerating their overseas expansion [4] Summary by Related Catalogs Electric Two-wheelers - Electric two-wheelers are a new generation of urban short-distance travel tools, breaking the boundary of basic means of transportation and connecting various aspects of urban life [1] - In 2024, the sales volume of electric two-wheelers in China reached 50 million, and urban residents' dependence on them continues to increase [1] - Electric two-wheelers are a key part of the urban green transportation system, helping to alleviate traffic congestion and reduce carbon emissions [1] Motorcycles - Motorcycles are popular for daily travel and play important roles in multiple functional scenarios, being recognized by the government and the public [4] - In 2024, the production and sales of fuel motorcycles in the whole industry were 16.5645 million and 16.4562 million respectively, with year-on-year growth of 13.86% and 12.99% [4] - In 2024, the export volume of motorcycle complete vehicles increased to 11.0163 million, with a year-on-year growth of 26.72% [4]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the increasing demand for efficient thermal management solutions due to the rising power density of electronic devices across various sectors, including consumer electronics, industrial automation, new energy vehicles, and data centers [9][10] - The research aims to analyze the global and regional market size, growth trends, and technology applications in the thermal module sector, providing a reference for companies and research institutions [11][12] - The report emphasizes the importance of thermal modules in enhancing device performance, stability, and lifespan, driven by technological advancements and environmental policies [9][10] Industry Policy - The thermal module industry in China is primarily managed by the Ministry of Industry and Information Technology (MIIT), which formulates policies and technical standards to promote industry upgrades [20] - Various national policies support the development of high-performance thermal materials and technologies, particularly in data centers, high-end electronic devices, and new energy vehicles [22][23] Industry Chain Analysis - The thermal management industry encompasses several processes, including heat source management, heat conduction, heat exchange, and temperature control [34][35] - Thermal modules play a crucial role in the industry chain, connecting heat source management with the implementation of thermal management systems [39] Market Size and Trends - The report indicates a growing market for thermal management solutions, driven by the increasing complexity and power requirements of modern electronic devices [55] - The evolution of thermal management technologies has progressed from simple air cooling to more advanced methods such as liquid cooling, heat pipe cooling, and phase change materials [56][57] Upstream and Downstream Analysis - The upstream industry includes raw material supply, production equipment, and technology research and development, with key materials being aluminum and copper for thermal modules [42][46] - The downstream applications of thermal modules span various sectors, including consumer electronics, data centers, new energy vehicles, and industrial equipment, highlighting the widespread reliance on effective thermal management solutions [53][54]

Investment Rating - The report indicates a strong investment opportunity in the humanoid robot industry, highlighting its rapid development and vast market potential [1]. Core Insights - Humanoid robots, defined as robots resembling human appearance and capable of cognitive and decision-making functions, are entering a critical phase of industrialization and commercialization due to advancements in AI, IoT, high-end manufacturing, and new materials [2][5]. - The global humanoid robot market is projected to grow from approximately USD 1.017 billion in 2024 to USD 15.142 billion by 2030, with a compound annual growth rate (CAGR) exceeding 50% [5]. - In China, the humanoid robot market is expected to expand from approximately CNY 2.158 billion in 2024 to CNY 37.970 billion by 2030, with a CAGR exceeding 60% [8][9]. Summary by Sections Humanoid Robot Components - The humanoid robot consists of several modules, including: - **Environmental Perception Module**: Utilizes various sensors to gather information about the surroundings [3]. - **Decision Control Module**: Acts as the "brain" of the robot, responsible for decision-making and planning [4]. - **Motion Control Module**: Ensures dynamic balance and gait planning [4]. - **Mechanical Body Module**: Provides the robot's basic structure and support [4]. - **Human-Computer Interaction Module**: Facilitates effective interaction with humans [4]. - **Battery Management Module**: Supplies power for operation [4]. - **Communication Module**: Enables communication with other devices and services [4]. - **Safety Module**: Ensures safe operation and includes emergency stop mechanisms [4]. Market Potential - The service sector is anticipated to dominate the humanoid robot market by 2030, with a projected market size of USD 11.382 billion, accounting for 75.17% of the total market [5]. - In China, the aging population is driving demand for humanoid robots in elder care, with the elderly population reaching 297 million by the end of 2023, representing 21.1% of the total population [8].

Group 1: Market Overview - As of the end of 2024, China's population aged 60 and above is projected to reach 310 million, accounting for 22% of the total population[3] - The silver economy market size in China was approximately 7 trillion RMB in 2023, with expectations to grow to 12.3 trillion RMB by 2028[4] - The silver economy is identified as a key area in the 2025 "Special Action Plan to Boost Consumption," aiming to enhance the consumption capacity of the elderly through various measures[4] Group 2: Policy and Economic Implications - The first policy document specifically addressing the silver economy was issued by the State Council in January 2024, emphasizing the need for scalable and standardized development[3] - The silver economy is viewed as a new contract for intergenerational prosperity, shifting from mere survival to enhancing quality of life for the elderly[7] - The integration of technology and humanistic care is expected to redefine the narrative around aging, positioning it as a new starting point for high-quality development[7] Group 3: Future Outlook - The silver economy presents a wide array of opportunities, including smart elderly care devices, specialized travel services, health management, and innovative financial products for the elderly[8] - Companies are encouraged to adopt a service ecosystem approach rather than focusing on isolated breakthroughs to capitalize on the silver economy[8] - The transformation of the silver economy is seen as a collective journey, with all stakeholders playing a role in this significant change[8]

Investment Rating - The report indicates a positive investment outlook for the shipbuilding and marine engineering equipment industry, highlighting its critical role in national strategy and economic development [2][3]. Core Insights - The shipbuilding and marine engineering equipment industry is essential for maritime transportation, marine resource development, and national defense, forming a crucial part of high-end equipment manufacturing [2][3]. - The global shipbuilding industry is experiencing a recovery, with key indicators such as completed shipbuilding volume, new orders, and year-end order backlog showing significant increases [4][6]. - China is positioned as a global leader in shipbuilding, with substantial growth in key metrics, reinforcing its dominant status in the industry [7][10]. Summary by Sections Industry Foundation: Shipbuilding and Marine Engineering Equipment - The shipbuilding industry includes the manufacturing of various types of powered and non-powered vessels, recreational boats, and related equipment, while marine engineering focuses on large-scale equipment for marine resource exploration and management [3]. Global Shipbuilding Industry: Recovery Wave - The global shipbuilding industry is on an upward trend, with completed shipbuilding volume reaching 88.14 million deadweight tons, a year-on-year increase of 0.3%, and new orders amounting to 167.66 million deadweight tons, up 31.3% [4][6]. China's Strength: Global Shipbuilding Leader - In 2024, China's completed shipbuilding volume reached 48.18 million deadweight tons, a 13.8% increase year-on-year, with new orders at 113.05 million deadweight tons, up 58.8% [10]. - China's share of global shipbuilding metrics is significant, with 55.7% of completed volume, 74.1% of new orders, and 63.1% of order backlog [11]. - The report emphasizes the importance of technological innovation and government support in driving the growth of China's shipbuilding and marine engineering equipment industry [13].