Chan Ye Xin Xi Wang·2026-02-17 23:44Core Viewpoint - The high-purity medium delivery system market in China is rapidly growing, driven by the development of modern manufacturing industries such as semiconductors, biomedicine, and food and beverage, with a projected demand of 21,430 sets and a market size of 45.923 billion yuan by 2025 [1][5]. Overview - High-purity medium delivery systems are designed for high purity and cleanliness fluid media, ensuring closed, pollution-free, and precise delivery from storage to usage, widely applied in semiconductor, fiber optics, biopharmaceuticals, and food and beverage industries [1][5]. Industry Entry Barriers - High purity medium delivery systems have high quality requirements from downstream customers, creating significant entry barriers for new companies due to the reliance on long-term operational data and historical experience for supplier selection [3][4]. Policy Environment - The Chinese government has implemented various policies to support and regulate the high-purity medium delivery system industry, including "Made in China 2025" and other initiatives aimed at fostering industry growth and ensuring safety standards [5][6]. Industry Chain - The industry chain consists of upstream components like valves and pipes, midstream design and assembly, and downstream applications in sectors such as semiconductors and biopharmaceuticals, which rely on high purity control for process precision [6][7]. Demand Structure - The semiconductor sector, including integrated circuits and photovoltaics, is the primary demand market for high-purity medium delivery systems, expected to account for over 60% of the market by 2025 [7][8]. Current Development - The market for high-purity medium delivery systems is experiencing rapid growth, with a projected demand of 21,430 sets and a market size of 45.923 billion yuan by 2025, driven by advancements in semiconductor processes and biomedicine [5][9]. Competitive Landscape - Historically dominated by foreign companies, the market is seeing a shift towards domestic firms like Zhichun Technology and Zhengfan Technology, which are gaining market share by focusing on technology breakthroughs and cost-effective solutions [9][10]. Domestic Company Analysis - Shanghai Zhichun Technology focuses on the semiconductor industry, providing lifecycle products and services, with a revenue of 1.608 billion yuan in the first half of 2025, primarily from system integration [10][11]. - Shanghai Zhengfan Technology offers equipment and services to high-tech industries, achieving a revenue of 3.292 billion yuan in the first nine months of 2025, with a gross profit margin of 21.51% [11][12]. Development Trends - The industry is expected to evolve towards ultra-high purity and smart systems, with a focus on material improvement and real-time monitoring technologies to enhance operational efficiency and reliability [12][13]. - The domestic replacement process is accelerating, with local companies increasing investment in core technology to break foreign monopolies and expand market share [13][14]. - Application fields are diversifying, extending beyond traditional sectors to include renewable energy, aerospace, and new materials, indicating a broadening demand landscape [14].