点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 在科技浪潮奔涌向前的当下，新材料宛如璀璨星辰，照亮了各行业创新发展的征途。从电子信息的微观 世界，到新能源的宏大布局；从生物医用的生命呵护，到航空航天的探索前沿，新材料的每一次突破， 都在重塑我们的生活与产业版图。今天，就让我们一同深入这场"100大最具潜力新材料评选"，领略那 些正改写未来的神奇材料。 延伸阅读： "十五五"新材料产业发展规划 | 导体 | 材料 | 舞蹈 演 e V | 光谱胸应范围mm | 迁移率cm2/ (V·s) | | --- | --- | --- | --- | --- | | | 锡化钢 (InSb) | 0.16 | 1000-7000 | 78,000 (室温) 1,000,000 (77K) | | 第四代:超窄禁带 | 销(Ge) | 0.66 | 550~1800 | 3900 (室温) | | | 锯化窗(GaSb) | 0.725 | 300-4300 (可调至14000) | 2500~3000 (室温) | | 第一代:元素半导体 | 硅(Si) | 1.12 ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Viewpoints - The new materials sector is a crucial direction for the future development of the chemical industry, currently experiencing rapid downstream demand growth. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials leads to one generation of industries," highlighting the foundational nature of the new materials industry for other sectors [4][15]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [5]. - The global semiconductor manufacturing industry is projected to maintain strong growth, with capacity expected to grow at a CAGR of 7% from the end of 2024 to 2028, reaching a record monthly output of 11.1 million wafers. Advanced process capacity (7nm and below) is anticipated to increase from 850,000 wafers per month in 2024 to a historical high of 1.4 million wafers per month by 2028, representing a growth of approximately 69% and a CAGR of about 14%, which is double the industry average [6][28]. 2. Aerospace Sector - Focus on PI films, precision ceramics, and carbon fibers [7]. 3. New Energy Sector - Focus on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [9]. - As of May 2025, China's cumulative installed photovoltaic capacity has surpassed 1 billion kilowatts, reaching 1.08 billion kilowatts, which is equivalent to about 48 Three Gorges power stations and accounts for 30% of the total installed capacity in China, nearly half of the global photovoltaic installed capacity [10]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services [11]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorption resins, membrane materials, and biodegradable plastics [13]. Key Companies and Profit Forecasts - The report highlights several key companies with their respective stock prices and earnings per share (EPS) forecasts for 2023, 2024E, and 2025E, along with their price-to-earnings (PE) ratios and investment ratings. For example, Ruihua Tai (688323.SH) has a stock price of 14.45 with an EPS forecast of 0.29 for 2025, rated as "Increase" [17].