材料汇·2025-05-23 15:08High-Growth Sector: Focus on AI Industry Trends in AI & Electronic Materials - The overall revenue and net profit of the high-growth sector are expected to grow by +1.4% and +29.6% year-on-year in 2024 [2] - Advanced packaging materials are projected to see significant revenue and profit improvements in 2024, with increases of +28.3% and +31.0% respectively [2] - The demand for electronic-grade PPO resin is expected to rise significantly, with global demand projected to increase from 1,863 tons in 2023 to 5,821 tons by 2025 [2] - The synthetic biology sector is expected to experience substantial growth driven by policy support, with revenue and profit growth rates of +39.5% and +92.7% in 2024 [3] Performance Realization Sector: Market Dynamics Favoring Leaders - The semiconductor quartz glass materials sector is facing a decline, with revenue and profit expected to drop by -76.5% and -132.2% in 2024 [4] - Carbon fiber and composite materials are at the bottom of the cycle, but profits are beginning to recover, with a projected revenue decline of -18.9% in 2024 followed by a +10.7% increase in Q1 2025 [4] - The nylon industry is expected to see a recovery in demand, with revenue and profit growth of +13.4% and +27.8% in 2024 [4] Emerging Blue Ocean Sector: Focus on Solid-State Battery Materials and PEEK Materials - The solid-state battery materials sector is gaining traction, with significant advancements expected in 2025, particularly in new applications within the low-altitude economy [9] - PEEK materials are anticipated to meet new demands driven by trends in humanoid robots and electric vehicles, particularly in lightweight and high-pressure applications [9]