Core Viewpoint - The article discusses the current state and future prospects of China's chemical new materials industry, highlighting the continuous expansion of production capacity, technological innovations, and the emergence of specialized chemical parks, while also addressing structural challenges and the need for high-quality development. Group 1: Industry Overview - In 2023, China's chemical new materials capacity reached approximately 49 million tons per year, with an output exceeding 36 million tons and a production value of over 1.37 trillion yuan, remaining stable compared to 2022, although lithium battery materials saw a decline from 540 billion yuan to 480 billion yuan [5][20]. - The chemical industry is experiencing a transition from high-speed growth to high-quality development, with total revenue of 15.95 trillion yuan in 2023, a decrease of 1.1% year-on-year, and total profits of 873.4 billion yuan, down 20.7% [20][21]. Group 2: Technological Innovations - Since the 13th Five-Year Plan, the chemical new materials sector has seen significant technological advancements, with breakthroughs in key technologies such as photovoltaic-grade EVA, optical-grade PMMA, and high-strength carbon fibers [7][8]. - A number of critical products have broken foreign monopolies and achieved industrialization, including HDI, PC, PPS, and electronic-grade chemicals [8][10]. Group 3: Key Players and Market Dynamics - Major companies in the sector include Sinopec, PetroChina, and China National Chemical Corporation, focusing on high-end polyolefins, synthetic rubber, and carbon fibers [11]. - Private enterprises are also making strides in specialized fields such as EVA, fluorinated chemicals, and nylon, contributing to the development of China's new materials industry [11]. Group 4: Specialized Chemical Parks - Several specialized chemical parks have emerged, such as the Shanghai Chemical Park and Ningbo Petrochemical Economic Development Zone, which are becoming core drivers for the development of new materials [11][12]. Group 5: Investment Trends and Policy Guidance - Under the guidance of industrial policies, there is a high investment enthusiasm in the chemical new materials sector, focusing on high-end polyolefins, engineering plastics, and functional films [17][23]. - The industry is urged to prioritize the import of high-potential products to address supply shortages and enhance domestic production capabilities [23][24]. Group 6: Challenges and Future Directions - The industry faces structural contradictions, including insufficient high-end supply and bottlenecks in key raw materials and technologies [18][20]. - The focus is shifting towards high-quality development, with an emphasis on enhancing product quality and meeting the growing domestic demand for high-performance materials [21][22].

内容概要：新材料是指新近发展或正在发展的具有优异性能的结构材料和有特殊性质的功能材料。作为 科技和产业发展的关键支撑，新材料行业产业在我国政策支持、市场需求和技术创新的多重驱动下，产 业规模持续快速增长，已成为稳定经济增长的重要支撑。2024年我国新材料产业总产值8.48万亿元，连 续14年保持两位数快速增长。预计2025年我国新材料产业产值有望达到9.34万亿元。随着新一代信息技 术、新能源、高端装备制造等下游行业的快速发展，对新材料的需求不断增长。这些市场需求为中国新 材料产业提供了广阔的发展空间。 上市企业：蓝思科技（300433）、安泰科技（000969）、中材科技（002080）、中科三环（000970）、 金发科技（600143）、凯赛生物（688065.SH）、湖南裕能（301358）、长远锂科（688779）、金博股 份（688598）、天齐锂业（09696）、华友钴业（603799） 相关企业：上海聚创力新材料有限公司、保定维赛新材料科技股份有限公司、万华化学集团、卫星化学 股份有限公司 关键词：新材料市场规模及结构、新材料行业产值、新材料净进口规模、新材料市场竞争格局、新材料 行业发展趋势 ...

中国石化年产3万吨碳纤维项目正式开工，助力新材料产业升级 金十数据4月28日讯，记者从中国石化获悉，中国石化上海石化年产3万吨大丝束碳纤维异地建设项目在 内蒙古鄂尔多斯市正式开工建设。项目将依托上海石化自有大丝束碳纤维专利技术以及内蒙古地区丰富 的绿电资源，建设更为节能高效的10条碳纤维生产线，预计2027年全部建成投产。投产后，可为风电、 储能、低空产业等领域提供大丝束碳纤维材料，为新能源产业提供关键材料支撑，助力我国新材料产业 升级发展。 （一财） ...