38种关键化工材料格局深度看：国际垄断vs国内突围，中国企业机会在哪？

Core Viewpoint - The Ministry of Industry and Information Technology of China has initiated a program to promote innovation in key fine chemical products, focusing on critical demand areas such as new energy vehicles, medical equipment, mobile communication devices, rail transportation, and marine engineering [2]. Group 1: Intermediate Raw Materials - Liquid Crystal Polymer (LCP) key monomer (4,4'-Biphenol) is crucial for producing LCP, with applications in new displays, 5G/6G communication, semiconductors, and new energy vehicles. The global market is projected to reach approximately $268 million by 2030, with a CAGR of 5.0% from 2024 to 2030 [8]. - Biphenyl Terephthalic Anhydride (BPDA) is a key raw material for high-end polyimides, primarily used in aircraft structural components and aerospace insulation materials. The global market is expected to reach $1.3 billion by 2030, with a CAGR of 5.2% from 2024 [9]. - Poly(methyl methacrylate) (PMI) key monomer is essential for producing PMI, which is used in aerospace, wind turbine blades, and medical equipment. The global market for PMI is projected to reach $1.6 billion by 2030, with a CAGR of 8%-10% [10]. Group 2: Important Materials - Ethylene-Propylene-Acrylate Copolymer (EBA) is used for high-voltage cable shielding materials, with a global market size of approximately $1.5-3 billion in 2023, expected to grow at a CAGR of 6%-8% [22]. - Polyetherimide (PEI) is utilized in aircraft components and medical devices, with a global market size of $6-10 billion in 2023, projected to grow at a CAGR of 7%-9% [23]. - High Tear Strength Silicone Rubber is used in aerospace and medical devices, with a global market size of $12-15 billion in 2023, expected to grow at a CAGR of 5%-7% [24].