The Policy Builds New Material &Nbsp; The Market Goes Up To A New Level.

　　 stay policy With the emphasis of support, new material The industry will enter a rapid development cycle in the future, and related stocks have also become a hot spot in the market. As new materials will have huge development space in the future, they will be optimistic about the medium and long-term investment opportunities of new material stocks. 。

Favorable policies to open up new material growth space

In October 18th, the State Council promulgated the decision of the State Council on accelerating the cultivation and development of strategic emerging industries. It said it would vigorously develop new functional materials such as rare earth functional materials, high-performance membrane materials, special glass, functional ceramics and semiconductor lighting materials, and actively develop advanced structural materials such as high quality special steel, new alloy materials and engineering plastics, so as to enhance the development level of high performance fibers such as carbon fiber, aramid, ultra-high molecular weight polyethylene fiber and their composite materials, and carry out research on common basic materials such as nano scale, superconductivity and intelligence. The new material industry has been included in the key development area. With the support of the policy, the new material industry, represented by rare earth functional materials, will enter a period of rapid development. It is expected that the industry growth rate of more than 20% will be maintained in the next few years.

According to statistics, the global market for new materials has exceeded 400 billion US dollars. The development and application of new materials is not only the basis of technological revolution and innovation, but also the prerequisite for the sustainable development of social economy. The development of new material industry in China started late. Currently, about 10% of the world is in the lead. 60%-70% is in a state of catching up, and there is a considerable gap between 20%-30%. Therefore, we can see that China's new material industry has broad room for development, and this also provides the future stock price rising space for related stocks, and suggests continuous attention.

New chemical materials investment strategy

Among the specific varieties involved in the decision, engineering plastics, carbon fiber, aramid and ultra high molecular weight polyethylene belong to the category of new chemical materials. It is expected that the state will focus on the above fields.

1. Engineering plastics

Engineering plastics are high technology, new materials with high strength, high modulus, high temperature resistance or special functions. Their technological development level has always been attached importance to by the government, and has been listed as the key choice of high and new technology in the national medium and long term science and technology development outline. At present, China's engineering plastics industry is in a period of rapid development. In the 2004-2009 years, the average annual consumption growth of engineering plastics in China is 19.3%. The consumption volume in 2010 is expected to reach 2 million 500 thousand tons, up by 12% over the same period last year.

The most important downstream market of engineering plastics is the electronics and automobile industry, and is also the most potential application area in the future. With the rapid development of downstream applications, the proportion of domestic plastics market in total plastics consumption is also increasing year by year. The future of China's modified plastics industry still has huge room for growth. We are optimistic about the leading enterprises of domestic modified plastics, the golden hair technology, and the listed company, which is a prominent company in the field of automotive modified plastics.

2, high performance fiber

Carbon fiber is a fiber material with carbon content greater than 90% developed in the early 1960s. It has the characteristics of carbon materials, such as high temperature resistance, abrasion resistance, conduction, heat conduction and corrosion resistance. It also has the machinability of textile fibers. Aramid fiber is known as "poly (para benzyl two benzoyl two amine)", aramid 1414 appears golden yellow, looks like bright wire, actually is a liquid crystal polymer composed of rigid long molecules. Aramid, which has been applied for a long time, has developed from a small number of special materials used in military and aerospace fields to high-end materials which are widely used in industrial and civil fields. UHMWPE fiber, also known as high-strength PE fiber, is the most tough fiber in the world. Its "light and thin paper, hard as steel" is 15 times the strength of steel and is the main material for making bulletproof vest. In terms of stocks, it is recommended to pay attention to CSC and CFRP listed companies in Yantai.

3. High performance membrane materials

In the field of high performance membrane materials, high performance membrane materials related to new chemical materials include lithium ion battery separator. At present, the domestic high-end diaphragm is mainly imported, and the domestic technology level is still low. At present, only the Buddha's Plastic Stocks and the clouds are being produced in the listed companies.

Investment strategy of new rare earth materials

In the development of new materials industry, rare earth elements have attracted much attention due to their respective properties of 17 elements. Praseodymium, neodymium, dysprosium and terbium all benefit from the rapid development of new energy. The other 13 elements also have their unique and irreplaceable characteristics, which are strongly supported by the development of science and technology industry. Rare earth magnetic materials account for 1/3 of the application of rare earth. In the past 10 years, the global average market growth rate of rare earth magnetic materials is 20%, while China's global growth rate of 80% is 30%. With the continuous support of the government, the growth rate in the next few years is expected to maintain this level.

In new rare earth materials, we propose to focus on NdFeB magnetic materials. The new energy vehicle is the largest new demand for NdFeB magnetic materials industry, which has a great impact on the industry boom. In the "automobile and new energy vehicle industry development plan", it will include energy saving and new energy vehicle development situation analysis, objectives, tasks, safeguards and so on. It involves the research and development, promotion, infrastructure construction, standard setting, tax policy support, key parts development, access management and other key technologies of energy saving and new energy vehicles.

The policy is comprehensive, systematic and specific, and the embryonic form of the industrialization of the new energy automobile industry has been visible. As a new downstream industry with the largest demand for NdFeB magnetic materials, we also see the great prospect of the NdFeB magnetic material industry. In the plan, we point out that the joint venture of new energy vehicles and other key components of the new motor vehicle should have independent R & D capability and intellectual property rights. The Chinese share ratio should not be less than 51%. From this we can see that the competition structure of the NdFeB magnetic material industry will not change much. The industry is not only in a high degree of prosperity, but also can continue and be optimistic in the medium and long term. From the "automobile and new energy vehicle industry development plan", we can see that this new energy automobile industry development guidance.