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或首破10万亿！正迎来前所未有的发展机遇
Zhong Guo Ji Jin Bao·2025-05-27 10:03

Core Insights - The new materials industry in China is transitioning from "scale leadership" to "technological leadership," which is reshaping national competitiveness [1][6] - The industry has maintained double-digit growth for 14 consecutive years and is expected to exceed a total output value of 10 trillion yuan in 2025 [2][4] Industry Overview - The new materials industry is recognized as a strategic, foundational, and high-tech competitive field, crucial for future development [2][3] - From 2019 to 2022, the total output value of China's new materials industry grew from 4.5 trillion yuan to 6.7 trillion yuan, with a compound annual growth rate of 14.2% [3] Market Dynamics - The global new materials industry reached a value of 7.2 trillion USD in 2023, with a competitive landscape divided into three tiers: developed countries in the first tier, China and other emerging markets in the second tier, and Brazil and India in the third tier [3][4] - The demand for new materials is driven by the rapid rise of downstream industries such as renewable energy, aerospace, and military applications, as well as upgrades in traditional sectors like automotive and electronics [4][5] Demand Drivers - Key factors driving demand include advancements in AI, the development of humanoid robots, and the widespread application of soft magnetic materials in green energy [5][6] - Strategic minor metals such as antimony, germanium, tin, tungsten, molybdenum, indium, bismuth, and gallium have seen significant price increases, indicating a shift in demand structure due to technological revolutions and manufacturing upgrades [6] Future Outlook - The new materials industry is poised for unprecedented growth opportunities, with projections indicating a total output value of 10 trillion yuan by 2025 [4][5] - The ongoing materials revolution is not only an industrial upgrade but also a redefinition of national competitiveness, with China positioning itself advantageously in the global competition for "elemental discourse" [6]