三大下游领域“来势汹汹” 聚碳酸酯行业迎来发展新机遇

Core Insights - Polycarbonate is emerging as a key material driving the development of new industries due to its excellent performance in various applications, including low-altitude flying vehicles, smart upgrades in new energy vehicles, and innovations in the medical health sector [1] Group 1: Low-altitude Economy - The rise of the low-altitude economy is creating a trillion-yuan market that is driving material upgrades, with polycarbonate being an ideal choice for manufacturing low-altitude flying vehicles due to its lightweight, impact resistance, and high strength [2] - Major industrial clusters for flying cars have formed in regions like the Pearl River Delta and Yangtze River Delta, providing a solid industrial foundation for the application of polycarbonate materials [2] - Polycarbonate's application potential in flying cars is significant, as it meets the stringent requirements for lightweight and durability, which are crucial for aerodynamics and overall energy efficiency [2] Group 2: New Energy Vehicles - The shift towards smart and lightweight new energy vehicles is expanding the market for polycarbonate, with projections indicating that China's new energy vehicle production and sales will exceed 10 million units in 2024, accounting for over 40% of new car sales [4] - Polycarbonate is becoming the preferred material for key components in new energy vehicles, such as headlight systems, due to its excellent optical properties and impact resistance [4] - The material is also increasingly used in battery components due to its properties like fire resistance and recyclability, which are essential for the rapid evolution of battery technologies [4] Group 3: Medical Health - The global consumption of polycarbonate in the medical field exceeds 400,000 tons annually, with an expected growth rate of 8% to 12% in the coming years, driven by increasing healthcare demands due to an aging population [6] - In China, the medical-grade polycarbonate market is expected to grow significantly, with a notable increase in domestic production to replace imported brands, particularly in blood dialysis equipment [7] - Polycarbonate's biocompatibility and ability to withstand various sterilization methods make it suitable for a wide range of medical devices, with a significant portion of its use in blood purification applications [7]