未来独角兽|毕马威中国：长三角新材料新质领袖榜单

Core Insights - The new materials industry is a strategic and foundational sector in China, crucial for high-tech competition and the development of new productive forces [4][6][14] - The industry has seen significant growth, with the market size reaching 7.9 trillion yuan in 2023, a 75.6% increase from 2019, indicating a compound annual growth rate of approximately 12% over five years [2][303] - The "14th Five-Year Plan" emphasizes the importance of new materials, aiming to enhance the scale and quality of the industry, with a projected market value of 10 trillion yuan by 2025 [6][303] Industry Overview - The new materials sector is becoming a key driver of economic transformation, supporting high-end manufacturing and sustainable development [2][4] - The demand for high-performance materials is increasing across various sectors, including infrastructure, high-end manufacturing, and renewable energy [10][12] - The Long Triangle region is emerging as a hub for new materials, benefiting from strong government support and a robust industrial base [51][75] Investment Trends - Investment in the new materials sector has been robust, with significant capital inflow, particularly in high-end equipment, integrated circuits, and renewable energy [26][44] - The Long Triangle region has attracted over 727.8 billion yuan in financing from 2019 to mid-2024, accounting for more than 50% of the total financing in the industry [84][88] - The financing landscape is shifting towards a more balanced distribution across various sectors, with a notable increase in investments in integrated circuits and renewable energy [44][46] Company Highlights - The report identifies 31 leading companies in the new materials sector, showcasing their innovative capabilities and market performance [228][384] - Companies are increasingly focusing on research and development, with a significant proportion of their workforce dedicated to R&D activities [267][289] - The report highlights the importance of collaboration between companies and research institutions to enhance innovation and market competitiveness [287][288] Future Outlook - The new materials industry is expected to continue its rapid growth, driven by technological advancements and increasing market demand [312][384] - The integration of new materials with emerging technologies such as AI, IoT, and high-performance computing is anticipated to further propel the industry forward [384][488] - Companies are encouraged to enhance their original innovation capabilities and focus on the domestic production of key materials to reduce reliance on imports [163][384]