Core Viewpoint - The article emphasizes the strategic importance of new materials in China's 14th Five-Year Plan, highlighting their role in industrial upgrading, technological breakthroughs, green transformation, national security, agricultural modernization, and new urbanization [2][4][21]. Group 1: Strategic Positioning of New Materials - New materials are identified as the "core support" for modern industrial systems, essential for upgrading key industries like mining, metallurgy, and chemicals [4]. - They are positioned as a key area for technological self-reliance, focusing on breakthroughs in critical technologies such as integrated circuits and advanced materials [4]. - New materials are crucial for green transformation and energy security, supporting the construction of a new energy system and resource conservation [4]. - They serve as a quality assurance for agricultural modernization, with biodegradable materials and soil restoration being key applications [4]. - New materials are seen as an upgrade vehicle for new urbanization, directly linked to the demand for prefabricated buildings and municipal infrastructure [4]. - They act as a protective barrier for national security, ensuring the safety of food, energy resources, and critical supply chains [4]. Group 2: Market and Policy Alignment - New material enterprises should align with the six strategic positions outlined in the plan, focusing on "self-controllable industrial chains, green and intelligent integration, scenario-based applications, and cross-field empowerment" [5][6]. - The article identifies four main lines of development: addressing critical material shortages, adapting to green and intelligent industry needs, expanding scenario-based applications, and leveraging policy tools to mitigate risks [6][8][9][10]. Group 3: Investment Opportunities - The article outlines six key tracks for investment, emphasizing sectors with strong policy support and market demand, such as new energy materials, biomanufacturing materials, aerospace materials, and safety materials [15][16]. - It highlights the importance of focusing on high-certainty tracks driven by both policy and market forces, with specific materials and market data provided for each sector [16]. - The article also discusses forward-looking tracks in quantum technology, brain-computer interfaces, and 6G communication materials, indicating future growth areas [17]. Group 4: Research and Development Focus - The article stresses the need for a comprehensive approach to R&D, targeting foundational research, technological breakthroughs, and the transformation of research outcomes into practical applications [11][12]. - It identifies key research directions, including extreme environment materials, new energy and communication materials, and bio-intelligent materials [12]. - The article emphasizes the importance of collaborative ecosystems involving industry, academia, and research institutions to foster innovation and talent development [14].
从“十五五“规划看新材料领域：从业者/研究者/投资者必抓的10大机遇
材料汇·2025-10-28 15:32