New Material Releases Two-trillion-Year Scale Industry

On September 7th, the Ministry of Industry and Information Technology officials interpreted the forthcoming “12th Five-Year Plan for New Materials” in the Harbin First International New Material Exposition, hereinafter referred to as “Planning,” and Deputy Director of the Raw Materials Department of the Ministry of Industry and Information Technology Gao Yunhu. It stated that China will use its resource advantages to develop the new materials industry and that by 2015 it will form a new material industrial system with a production value of RMB 2 trillion.

As part of China's strategic emerging industries, the new materials industry is attracting more and more attention. In recent years, many problems encountered in China's industrial restructuring and industrial upgrading have been attributed to basic materials. The so-called "generation of materials, a generation of equipment," whether it is the development of high-end manufacturing, or the development of new energy industries, the material is the past Kaner.

At the same time, local governments are actively developing local new material industries. However, similar to the rise of hot industries such as automobiles, real estate, and new energy, the development of new materials industry still has redundant construction, capital bubbles, and lack of innovation. And Other hidden concerns.

"Plan" written

According to reports, the drafting and demonstration of the "Plan" began in 2010. After the participation of key areas, key regions, and key enterprises, a 2 million-word research report was formed. In June 2011, a consultation draft was formed. It was passed in August 2011. The ministerial office will adopt the "plan" in principle.

Gao Yunhu told the "China Business Newsletter" reporter that the official "planning" text will be announced to the public by the end of this month. At the same time, there will be "12th Five-Year Key Product Catalogue of New Materials Industry", including 400 key new ones. Material products and their performance indicators, key technical equipment, and major application areas.

It is understood that the concept of new materials in the world began in the international financial crisis that erupted in 2008. Countries around the world began to vigorously research and develop new materials as they seek new economic development points. China later proposed industrial adjustment and revitalization plans, and in 2010 it officially Become a strategic emerging industry that fosters development.

According to the concept given by the Ministry of Industry and Information Technology, new materials refer to materials that have been formed or are in development and have special properties and special functions that traditional materials do not possess. They are divided into metal materials, inorganic non-metallic materials, and organic non-metallic materials in the academic community. Four kinds of composite materials.

“Planning” subdivides the “new materials” into six categories: special metal functional materials, high-end metal structural materials, advanced polymer materials, new inorganic non-metallic materials, high-performance composite materials, and cutting-edge new materials. The rare earth functional materials known as "industrial monosodium glutamate" belong to special metal functional materials.

At the “planning” interpretation meeting on September 7, Gao Yunhu stated that the industry adjustment and revitalization plan launched during the financial crisis was a short-term measure for three years. While proposing the “structural adjustment” target, more ink was written. It was placed on the “guaranteed growth” link to address short-term difficulties and it was difficult to fully resolve long-term conflicts.

Indeed, at the report meeting of the new materials academicians on September 6th, the academicians who spoke gave the issue of the backwardness of the material industry in China in restricting economic restructuring and economic transformation.

"The "plan" took a year and a half to write a essay, which also explains the urgency of the development of new materials." A participating expert told reporters that "the development of China's emerging industries began to detour and ignored the development of basic industries." Innovation, "planning" is making up classes."

Trillion industry sprouts

Gao Yunhu said on the 7th that by 2015, the total output value of the new materials industry will reach 2 trillion yuan, with an average annual growth rate of more than 25%, and the comprehensive support capacity for new materials will increase to 70%, and the key new material guarantee capacity will reach 50%. During the “Twelfth Five-Year Plan” period, ten key projects will be organized and implemented, including special projects for high-strength light alloy materials, special projects for high-performance steel materials, special projects for functional materials for rare earths and rare metals, and so on.

In addition, the reporter learned from the Ministry of Industry and Information Technology and relevant departments of the Ministry of Finance that special funds for research and development of new materials and support for key projects have been reported to the State Council. The Ministry of Finance is currently accounting and is expected to announce after the 12th Five-Year Plan for new materials is released. .

“However, the capital plan of the Ministry of Industry and Information Technology may have some resistance. Because the money involved is too wide, the amount of funds is relatively large.” An official of the Ministry of Industry and Information Technology, which requested anonymity, told this reporter that only the 10 major projects require huge financial support. Last year, 300 million yuan in rare earth special funds had already been a lot. Now it involves so many specific projects. The pressure can be imagined."

In this regard, many officials from the local industry and credit committee are not worried. They told reporters that since new materials belong to the country’s emerging strategic industries, the enthusiasm for social capital to enter is high. The problem now is not to find money, but to carry it out. Reasonable planning and design ensure the height of industrial development.

He Zaihua, senior researcher of China Investment Consulting, also pointed out that in the capital market, the speculation of new materials has been continuously upgraded, attracting batches of capital to enter the industry. Overall, relatively abundant funds in the market have entered the industry. Development has indeed brought about positive results.

However, He Zaihua said that excessive capital inflows will inevitably lead to speculation, and the stacked market bubble will also have a negative impact on the market.

According to the “Planning” and the “Twelfth Five-Year Plan” period, China will build 10 new material integrated leading enterprises with sales revenues of more than 15 billion yuan, and cultivate 20 professional backbone enterprises of new materials with sales revenue exceeding 5 billion yuan; The new material industrial base and industrial cluster with an output value exceeding 30 billion yuan.

Local beach rush

The big cakes of the new materials industry have stimulated the economic nerves of almost all provinces, municipalities and autonomous regions. The reporter learned that some resource-rich provinces have set the 2020 long-term target for the output value of new materials to be over 100 billion yuan.

According to the data provided by the organizer of the Expo, the exhibitors from the territory came from 37 provinces, autonomous regions, municipalities directly under the Central Government, cities with separate plans and the Xinjiang Production and Construction Corps. The reporter saw at the exposition scene, almost every place has its own characteristics of products, such as the rare earth functional materials sought after by the market in Inner Mongolia, Hunan, Jiangxi, Guangxi and other major provinces of rare earth resources, the autonomous region has many displays.

Relevant experts told the reporter that since the materials industry is closely integrated with local resources and closely related to the capital market, it is actively deployed in the new material industry throughout the country. “Economically advanced areas are farther in the high-tech field, and Resource areas have advantages in primary products."

However, according to Gao Yunhu, the overall level of China's new materials industry is behind and the level is relatively low. The current self-sufficiency rate is less than 50%.

In fact, new materials in many high-tech fields are completely dependent on imports, while domestic ones only provide raw materials and primary products for production. “This is almost a common problem in China's new strategic industry, because the concept is new, it is easy to take projects, and the entire country goes upstream. In the end, everyone is competing at a low level."

On September 7, Gao Yunhu told the reporter that the development of new materials must draw lessons from other industries and will strictly control and ensure that the projects supported by the state are leading.

“Because the new material industry covers a very wide area, it has the space for active participation by all localities. However, for the construction of key projects and the development of important fields, the national layout must be developed in an orderly manner,” Gao Yunhu said.

It is understood that in recent years, many provinces and cities have listed the new materials industry as a key area for the development of high-tech industries. They have formulated industrial plans and issued corresponding supporting policies, taking Heilongjiang Province and Guangxi Autonomous Region as examples. The former relies on petroleum, graphite and other resources. Advantageously, the industrial development target of RMB 300 billion was set in 2020, and Guangxi issued the “New Materials Industry Development Plan” in 2010, and proposed that the sales revenue of new materials will reach RMB 100 billion by 2020.

“Compared with developed countries, China's new material industry still has a big gap in its development, mainly due to the lack of overall planning, irrational industrial structure and product structure, and low industrial concentration.” A local new material at the conference The Secretary-General of the Industry Association expressed concern to reporters that the current redundant construction has been outcropped, and that all localities have built industrial parks and projects in the enclosures. After a few years, old problems such as automobiles and new energy will appear again.

In addition, the reporter also learned from relevant persons in the Ministry of Industry and Information Technology that with the writing of the “12th Five-Year Plan” for new materials and the forthcoming announcement, the “establishment of China New Material Industry Association” has also been put on the agenda. The above-mentioned sources told reporters that the purpose of setting up an industry association is to better coordinate the operation of various projects, conduct scientific research, and communicate the relationship between the government and the enterprise.

During the interview, the reporter learned that many new material associations from all provinces, cities, and autonomous regions hope to establish a national-level association. They believe that the association can conduct preliminary screening and checks on future projects in the field of new materials so as to avoid redundant construction.