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 正文 部分进口替代相关文章 目录 半导体晶圆制造材料（11种） 先进封装材料（12种） 半导体零部件材料（3种） 显示材料（11种） 高性能纤维（12种） 工程塑料（13种） 高性能膜材（6种） 先进陶瓷材料（9种） 高性能合金（4种） 一、半导体晶圆制造材料 国产替代：我国哪些新材料被"卡脖子"了？（附48页PPT） 国产替代：160页PPT详解19种"补链强链"国产新材料（附下载） 国产替代：97页PPT详解半导体材料国产替代进展 国产替代：聚酰亚胺（PI）薄膜国产化与重点企业分析（附63页PPT） 100+页PPT详解半导体零部件行业与国产替代 140页PPT详解半导体国产替代：设备/材料/设计/零部件/碳化硅 72页PPT详解新材料投资策略：需求+技术+国产替代 国产替代四大核心主线：OLED材料/催化材料/半导体材料/工业涂料（附63页PPT） 新材料投资："国产替代"新材料清单，挖掘未来投资方向 国产替代：14大新兴产业国产化率分析与硬科技投资方向挖掘（附50页PPT） 1、光刻胶 市场规模： 20 ...

所有转型都伴随阵痛，但一切新生都值得这份代价。 作者 | 木鱼 编辑 | 小白 2025年12月2日，《人民日报》公众号推送了一篇文章《关键性突破！"地表超强材料"来了》，披露 了一项足以改变材料工业格局的重大进展——T1000级碳纤维实现国产化量产。 这种被誉为"地表超强材料"的尖端物质，其强度达到钢的5倍，而密度仅为钢的四分之一，此前长期 被少数国家以技术封锁的方式垄断。 这一突破不仅标志着我国在高性能纤维领域实现了从跟跑到领跑的跨越，更为传统产业的战略升级提 供了全新视角。 ...

Core Viewpoint - The article highlights the strategic focus of Tongyi Zhong New Material Technology Co., Ltd. on the production and application of ultra-high molecular weight polyethylene (UHMWPE) fibers, emphasizing its commitment to innovation and market expansion in various sectors such as safety protection, high-end textiles, and marine engineering [1][2]. Company Overview - Tongyi Zhong was established in February 1999 and is a subsidiary of China National Investment Corporation, specializing in the R&D, production, and sales of UHMWPE fibers and composites [2]. - The company was listed on the Shanghai Stock Exchange on October 19, 2021, becoming the first stock in the high-performance fiber sector on the Sci-Tech Innovation Board [2]. - It has received multiple accolades, including "Specialized and Innovative 'Little Giant' Enterprise" and "Manufacturing Industry Single Champion Enterprise" [2]. Production Capacity and Market Position - As of March 3, 2025, Tongyi Zhong's production capacity for UHMWPE fibers reached 7,960 tons per year, positioning it as the second-largest producer in China [2]. - The company has a comprehensive industrial chain layout for UHMWPE fibers and has exported products to over 50 countries and regions, receiving high recognition from customers [2]. Project Announcement - The company announced plans to invest approximately RMB 198 million to establish a project with an annual production capacity of 2,400 tons of UHMWPE fibers, focusing on high-performance production and differentiated functional development [1]. - The project aims to meet the demands of various niche markets, including lightweight protection, fishing line weaving, sports equipment reinforcement, and smart wearable devices [1].

| 2026未来产业新材料博览会 | （FINE2026），聚焦 | 未来产业五大共性需求 | （先进半导体、先进电池、轻量化、低碳可持续、热管理 | | | --- | --- | --- | --- | --- | | ），特设 | 轻量化高强度与可持续材料展区 | | ，碳纤维、芳纶、超高分子量聚乙烯及复材是重点展品， | 欢迎咨询： | | 18957804107 | | | | | 【DT新材料】 获悉，12 月 4 日， 南京九州星际新材料有限公司 （下称 " 南京九州星际 "）宣布完成近10亿元（包含直接增资并搭配少部分股权转让）人民币战略 融资，由中建材新材料基金和 IDG 资本联合领投。 该融资是本年度中国一级市场新材料企业最大的融资之一，也是全球聚乙烯纤维领域的标志性融资事件。 前段时间还在展会上看到 九州星际展示了多款军工产品和民用纺织品，跟工作人员交流得知，公司目前已完全独立运营，并且表示目前正在融资，没想到这么快 就官宣了，还这么大！ 不过也在意料之中，毕竟是行业龙头，在机器人的大风口吹拂下，不被看到可能就不合理了。 资料显示， 南京九州星际 成立于 2022年11月16日，法人 周 ...

Core Viewpoint - Asahi Kasei Corporation and Teijin Limited have reached an agreement to merge their subsidiaries, Asahi Kasei Advance and Teijin Frontier, with the merger set to take effect on October 1, 2026, creating a joint venture where Asahi Kasei will hold 20% and Teijin will hold 80% [1] Group 1: Merger Details - The merger will involve an absorption-type consolidation, with Teijin Frontier as the surviving entity [1] - Asahi Kasei Advance was established in 2015 and initially operated as a trading company focusing on various products including fibers, chemicals, and building materials [1] - The merger aims to leverage Teijin Frontier's strong capabilities in global procurement and manufacturing, which are crucial for the development of high-performance fibers and cross-industry innovative solutions [1] Group 2: Strategic Goals - The primary objective of the merger is to integrate the business platforms, sales networks, and customer resources of both companies to promote sustainable business growth and maximize corporate value [1] - Prior to the merger, Asahi Kasei's subsidiary in China, Hangzhou Asahi Kasei Textile Co., Ltd., will be transferred to Asahi Kasei Advance [1] - Asahi Kasei anticipates that the merger will not have a significant impact on its consolidated financial statements [1]

Core Viewpoint - The completion and production ceremony of the 200 tons/year high-performance carbon fiber demonstration project marks a significant advancement in China's strategic emerging industries, particularly in high-tech and defense applications [1] Group 1: Project Overview - The high-performance carbon fiber demonstration project is a collaboration between Huayang Technology Group, Datong City, and the Shanxi Coal Chemical Research Institute of the Chinese Academy of Sciences [1] - The first phase of the project, with a capacity of 200 tons/year, began construction in June 2024, entered trial operations in June 2025, and was completed and put into production on November 30, 2025 [1] Group 2: Technological Breakthrough - The project achieved a key breakthrough in the large-scale production of T1000-grade carbon fiber, transitioning from "a piece of carbon" to "a bundle of silk" [1] - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, less than 1/10th the thickness of a human hair, yet boasts a tensile strength exceeding 6400 megapascals [1] - The density of the carbon fiber is only 1/4 that of steel, while its strength is over five times that of steel [1] Group 3: Performance Metrics - A 1-meter long bundle of Huayang carbon material T1000-grade carbon fiber weighs only 0.5 grams but can support a load of over 200 kilograms [1]

Core Viewpoint - The successful completion and production of a high-performance carbon fiber project in Shanxi marks a significant breakthrough in the domestic mass production of T1000-grade carbon fiber, which is crucial for various high-tech and defense applications [1][3][5]. Group 1: Project Overview - The high-performance carbon fiber project in Datong City, Shanxi, has completed construction and is now in production, achieving a key milestone in the domestic mass production of T1000-grade carbon fiber [1][5]. - The first phase of the project will have a demonstration production line with a capacity of 200 tons per year, set to commence full construction in June 2024 and complete by November 30, 2025 [5]. Group 2: Material Properties - The T1000-grade carbon fiber produced has a single filament diameter of only 6 to 7 micrometers, less than one-tenth the thickness of a human hair, yet boasts a tensile strength exceeding 6400 MPa [5]. - This carbon fiber has a density that is only one-fourth that of steel, while its strength is over five times greater than that of steel [5]. - A one-meter long bundle of this carbon fiber weighs just 0.5 grams but can support a load of over 200 kilograms, showcasing its exceptional strength-to-weight ratio [5]. Group 3: Applications and Significance - The T1000-grade carbon fiber integrates core advantages such as high strength, lightweight, high and low-temperature resistance, corrosion resistance, low friction, and good thermal and electrical conductivity, earning it the title of "the strongest material on Earth" [5]. - The project is expected to reduce reliance on imported high-end carbon fibers and has significant implications for national strategic material security, with applications in defense, aerospace, rail transportation, and low-altitude economy sectors [3][5].

Core Insights - The article emphasizes the strategic importance of new materials in the context of global technological competition and industrial chain restructuring, highlighting the need for domestic innovation to reduce reliance on foreign technologies [2][4]. Semiconductor Wafer Manufacturing Materials - The global photoresist market is projected to reach approximately $15 billion by 2030, with a current domestic market size of about 12 billion RMB, indicating significant growth potential [7]. - The domestic photoresist localization rate is around 10%, with high-end products heavily reliant on imports [7]. - Major foreign players in the photoresist market include Tokyo Ohka Kogyo, Dow Chemical, and Sumitomo Chemical, which dominate the market shares [8]. - Domestic companies such as Beijing Kehua and Suzhou Ruihong are making strides in production, but high-end products still face challenges [9]. Advanced Packaging Materials - The global market for high-performance epoxy encapsulants is expected to grow to $3.5 billion by 2030, with a current domestic market size of 4 billion RMB [39]. - The localization rate for epoxy encapsulants is around 30%, with high-end products still dependent on imports [39]. - Key foreign companies include Sumitomo Bakelite and Henkel, while domestic players include Hengshuo Huawai and Jiangsu Zhongpeng New Materials [40]. Semiconductor Components - The global market for electrostatic chucks is projected to reach $2.5 billion by 2030, with a current domestic market size of 2 billion RMB [56]. - The localization rate for electrostatic chucks is approximately 10%, with high-end products largely dominated by foreign manufacturers [56]. - Major foreign companies include Applied Materials and Lam Research, while domestic companies are beginning to emerge [57]. Display Materials - The global OLED materials market is expected to exceed $10 billion by 2030, with a current domestic market size of about 8 billion RMB [64]. - The localization rate for OLED materials is around 20%, with high-end materials still reliant on foreign sources [65].

Core Insights - The article discusses the rapid development of the para-aramid fiber industry in China, highlighting significant advancements in technology, production capacity, and application innovation, positioning it as a key battleground for domestic substitution in the new materials sector [1][8]. Industry Overview - Para-aramid fiber, known as "poly(p-phenylene terephthalamide)" (PPTA), is synthesized from p-phenylenediamine and terephthaloyl chloride, exhibiting high strength, high modulus, heat resistance, and flame retardancy, ranking alongside carbon fiber and high-strength polyethylene as one of the world's top three high-performance fibers [2][8]. - The tensile strength of para-aramid fiber is six times that of steel wire, and its tensile modulus is two to three times that of steel and glass fibers, while its density is only one-fifth that of steel [2]. Production Capacity and Output - By 2024, China's para-aramid production capacity is projected to reach 31,000 tons per year, a year-on-year increase of 24% [1][8]. - Despite rapid growth in production, the utilization rate remains low, with a production of 15,000 tons in 2024, reflecting a 4.9% increase from the previous year, and a utilization rate of 48.4%, down 9.0 percentage points year-on-year [9][11]. Consumption Trends - The demand for para-aramid fiber is expected to remain strong, driven by economic development and national defense modernization, with consumption projected to grow from 13,000 tons in 2021 to 18,000 tons in 2024, achieving a self-sufficiency rate of approximately 83% [11][17]. - In 2024, the consumption structure shows that the optical fiber reinforcement sector accounts for 40.4%, followed by safety protection at 24.9% [13]. Industry Structure - The para-aramid industry has high technical barriers, historically dominated by a few multinational companies such as DuPont and Teijin, leading to significant reliance on imports in China [12][18]. - As of 2024, Taihe New Materials holds a production capacity of 15,500 tons, representing 50% of the national total, with other companies like Sinochem and Zhongfang Special Fiber also having substantial production capabilities [12][18]. Future Development Trends - The consumption of para-aramid fiber in China is expected to continue growing, potentially reaching 25,000 tons by 2030, with optical fiber reinforcement and safety protection products leading the growth [17]. - The industry is anticipated to undergo continuous expansion, with a focus on technological breakthroughs and cost optimization as core competitive factors, necessitating domestic companies to accelerate their transition to high-end products [18].

Company Overview - Established in 2003, Hangzhou Heshun Technology Co., Ltd. focuses on the R&D, production, and sales of differentiated, functional biaxially oriented polyester films [2] - Main products include color optical base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [2] - The company aims to expand its product series and application fields while exploring new materials, particularly in high-performance carbon fiber [2] Carbon Fiber Project - The carbon fiber project is progressing as planned, with a focus on the carbonization phase, which is set to initiate trial operations [3] - The production capacity for carbon fiber is intentionally limited, aligning with high-performance positioning and high-end market characteristics [4] - The strategy emphasizes small-batch, customized production to meet specific client needs, ensuring flexibility and rapid adaptation to market demands [4] Strategic Planning - The company maintains a "differentiation and functionality" strategy, focusing on high-end optical film production for short-term performance and high-performance carbon fiber for long-term growth [5] - Short-term goals include deepening the optical film business and enhancing product quality through technological advancements [5] - Long-term plans involve accelerating the carbon fiber project and expanding into high-end applications, with a phased approach to market entry [6] Market Insights - Domestic high-end films are heavily reliant on imports, with an annual import volume of approximately 350,000 tons, primarily for optical films and high-end electrical insulation films [7] - The high-end optical film market is dominated by international giants, indicating a significant structural supply-demand gap in the domestic industry [7] Growth Drivers - The growth of the high-end optical film business is driven by advancements in display technology and partnerships with leading clients in the supply chain [7] - In the new energy vehicle sector, the company has developed high-end battery flame-retardant and insulation films, positioning itself advantageously ahead of upcoming safety standards [7]