雄安新区专题研究：系统布局高端高新产业，新材料产业发展空间广阔

Investment Rating - The investment rating for the industry is "Positive" [7] Core Insights - The new materials industry in China is transitioning from self-sufficiency in low-end products to independent research and development of mid-to-high-end products, with significant potential for domestic substitution [2][13] - Xiong'an New Area is actively positioning itself in the new materials industry, which is expected to accelerate the localization of high-end new materials and promote economic development in the region [2][5] - The complex and diverse supply chain of the new materials industry, combined with Xiong'an's strategic location, provides a competitive advantage for future development [3][10] Summary by Sections 1. High-Quality Layout of High-Tech Industries - Xiong'an New Area aims to relieve non-capital functions from Beijing and strategically develop high-tech industries, with a clear focus on the new materials sector [10] - The new materials industry chain is complex, with upstream basic materials and downstream applications in various fields such as electronics, new energy, and aerospace [3][10] 2. Efficient Industrial Synergy - The rapid development of the new energy industry is driving demand for rare earth permanent magnetic materials, with significant growth expected in the photovoltaic and wind energy sectors [15][19] - Xiong'an is focusing on semiconductor new materials, with substantial progress in research and industrialization, aiming to break foreign monopolies [21][24] - The region is also prioritizing the development of biomedical materials, with strong market demand and supportive policies to enhance innovation and industry layout [25][32] 3. Investment Recommendations - Xiong'an New Area is expected to attract talent, capital, and technology, facilitating the development of high-end industries, particularly in new materials [5][40] - The existing industrial foundation in the Beijing-Tianjin-Hebei region is robust, allowing for deep collaboration with the new materials industry in Xiong'an [5][40]