Major listed companies in the industry: Betray (835185); Fangda Carbon (353917); Yinji Alkene Carbon (400070); Carbon Dollar Technology (603133); Walt New Materials (002886); Changzhou 2D Carbon (833608); Antai Technology (000969); Jinta Technology ( 600143); Zhongwei (300919); Walter (002886); Zhongke Sanhuan (000970); 2D Carbon (833608) and so on
The core data of this article: China's nano-materials market size; carbon nanotubes; graphene; nanoscale montmorillonite; nano-calcium carbonate market data
Industry Overview
1, Definition: Ultra-fine particulate materials
Nanomaterials broadly speaking is the three-dimensional space in at least one dimension is in the range of nanometer scale or by the range of the scale of the material for the basic structure of the basic unit of the material of the ultra-fine particulate materials. It is generally believed that nanomaterials should include two basic conditions:
2, industry chain analysis: the industry chain is huge
Nanomaterials industry chain upstream for the supply of raw materials and equipment. The equipment mainly includes crushing, mixing/dispersing, testing and other equipment involved in the preparation and processing of nanomaterials.
The middle link of the industry chain is the production and preparation of nanomaterials, including nanopowders, nanofilms, nanofibers, nanoblocks, and also nanocomposite powders, nanomagnetic liquids, nano-coating materials, nano-modified fibers, and nanocomposites, such as metal/ceramic/plastic bases, which are formed by this processing.
The downstream of the industry chain includes applications in the fields of electronic information, new energy, biomedicine, construction and chemical industry, clothing and textile, energy conservation and environmental protection, and structural reinforcement.
Industry development history: industry in the fast lane
In the engineering world, the history of human preparation and application of nanomaterials can be traced back to at least 1,000 years ago. For example, in ancient China, the smoke from burning candles was used to make nano carbon black, which was used to make ink and dyes. The antirust layer on the surface of ancient Chinese bronze mirrors was analyzed and confirmed to be a nano-SnO2 film. Before 1990, the nano industry was in the stage of foundation laying, after 1990 nano-materials and science and technology entered into the stage of rapid development, which can be referred to the viewpoints expressed by M.C. Roco, chairman of the Nanoscale Science, Engineering, and Technology Subcommittee under the National Science and Technology Council of the United States at the NSF Symposium of the United States in 2002, and the specific development history is as follows:
Industry Development Status
1, the overall situation of the industry: driven by the two wheels of technology and demand, the industry grows faster
In recent years, with the improvement of nanomaterials production technology and downstream demand for increased pull, the market size of nanomaterials has shown a faster growth trend. According to Frost &
Sullivan data, the market size of China's nanomaterials industry grew from 48.13 billion yuan in 2014 to 79.10 billion yuan in 2018, with a compound annual growth rate of 13.2%. With the further expansion of downstream market demand and the gradual maturation of related technologies, the growth rate of China's nanomaterials industry market size from 2019 onwards has increased, and the forward-looking according to the development of the nanomaterials industry market, the preliminary estimation of China's nanomaterials industry market size in 2021 to reach 124.15 billion yuan, with a year-on-year growth rate of 16.2%.
2, segmented market a: carbon nanotubes: mainly used in the field of lithium batteries
- performance and application: superior conductive properties
Carbon nanotubes (CNT) is currently the Chinese As a new type of carbon structural material, its microscopic shape is coaxial circular tube, and the wall of the tube is several layers of carbon atoms with positive hexagonal structure. The radial size (along the tube) is on the order of micrometers, and the axial size (cross-section) is on the order of nanometers, hence the name carbon nanotubes.
High energy density trend, carbon nanotubes with better performance, the penetration rate is increasing year by year. Compared with carbon black, carbon nanotubes have better conductivity, and the dosage is only 1/6-1/2 of carbon black under the same conductivity effect. especially in the case of high nickel ternary cathode materials and silicon-based negative electrode materials with relatively poor conductivity, the demand for carbon nanotubes is increasing. In addition, carbon nanotubes can make lithium battery cycle process to maintain good electronic and ionic conduction, improve energy density at the same time greatly enhance the cycle life of lithium batteries. Therefore, carbon nanotubes have been gradually applied in the field of lithium batteries as a new type of conductive agent to improve the conductivity, cycle life and energy density of lithium batteries.
--Market Status: Carbon nanotubes enter the "golden age"
New energy automobile market is developing rapidly, and the requirements for power battery multiplicity, low temperature, fast charging and energy density are increasing. The rapid development of the new energy automobile market has led to increasing demand for power battery multiplicity, low temperature, fast charging, and energy density, and compared to traditional conductive agents, carbon nanotube conductive agents can significantly improve battery performance. Driven by the demand for high energy density lithium batteries, carbon nanotube conductive paste shipments will maintain a high growth trend, according to GGII data, in 2021 China's carbon nanotube conductive paste shipments of 78,000 tons, an increase of 62.5% year-on-year, 2016-2021 shipments CAGR of 41%. Into 2022, the carbon nanotube market is even more favorable. The industry expects that 2022 is expected to become the first year of silicon-carbon negative electrode industrialization. With the growth in demand for silicon-carbon negative electrode, carbon nanotubes and other supporting materials are expected to benefit from the same time. GGII expects that China's carbon nanotube conductive paste shipments in 2022 will exceed 120,000 tons, to 2025 will exceed 320,000 tons, to become a lithium battery conductive agent in the field of the highest growth in the type of accelerated substitution of traditional conductive agents.
3, market segment two: graphene: into the industrialization of the key period
- performance and application: potential applications in a wide range of areas
Graphene (Graphene) is a kind of Graphene (Graphene) is a new material consisting of carbon atoms in a monolayer sheet-like structure. It is a kind of carbon atoms with sp2 hybridized orbitals composed of hexagonal honeycomb lattice planar film, is only a carbon atom thickness of two-dimensional carbon nanomaterials.
Because graphene has excellent thermal conductivity and mechanical properties, it shows many potential applications in the fields of sensors, polymer nanocomposites, optoelectronic functional materials, and controlled release of drugs.
--Market Scale: Gradually Toward the Critical Period of Industrialization
Currently, graphene industry has reached a critical period from the laboratory to industrialization, graphene industry has become China's new materials industry and even manufacturing industry to achieve the bend in the breakthrough.
China's graphene industry is in the market introduction period, the product is not yet mature, the industry profit margin is low, but the market growth rate is high. since 2018, the production scale of graphene powder and film has further expanded. In terms of powder, a number of enterprises such as Changzhou Sixth Element, Qingdao Haoxin, and Ningbo Mexi already have leading graphene powder production lines in China. In terms of film, Changsha Nuanyu New Material Technology Company has started the construction of graphene film production line with an annual output of 1 million square meters, which is expected to become the second largest graphene film production line in China after completion.
From 2015 to 2018, China's graphene industry was in a period of rapid development. According to China Economic Information Service data statistics, the graphene market scale in 2015 was only 600 million yuan, and the scale of China's graphene industry in 2018 was about 11.1 billion yuan, with a compound growth rate of 117%.
After high-speed development, the graphene industry has entered a period of rapid and steady development since 2019, with a reduced growth rate. According to CGIA and Saidi statistics, the scale of China's graphene reached 12 billion yuan in 2019, and under the influence of the epidemic, the growth rate of the graphene market declined in 2020, and the scale of the graphene market reached 13.5 billion yuan, with a year-on-year growth rate of 12.5%, and the growth rate slowed down significantly compared with that of previous years.
In 2021, the impact of the new crown epidemic on the graphene industry will continue, coupled with the downstream delay in realizing large-scale applications, the production of the enterprise has not been able to form a stable profitability model, the local government and enterprises and other investment in the field of graphene has also become more cautious, the development of the graphene industry, "into the platform period ", the industry scale growth continues to slow down, the preliminary statistics market at about 14.8 billion yuan.
4, segmented market three: nano montmorillonite: industrial structure upgrading and optimization is gradually completed
--Performance and application: nano-polymer polymer materials additives
Nano Montmorillonite clay (MMT) is a nanometer-thick silicate lamellar clay, its basic structural unit is two layers of silica-oxygen tetrahedral sheets sandwiched between a layer of aluminum-oxygen octahedral sheets composed of 2:1 type lamellar structure, tetrahedra and octahedra connected by oxygen to form a thickness of about 1 nm, 100 nm × 100 nm long × 100 nm wide lamellar layer. This structural unit layer is relatively loose, and under the action of external force or polar water molecules, the interlayer will swell or peel off due to relative motion, and water molecules or other organic molecules can enter the interlayer, which gives it water-absorbent swelling, high dispersion, adsorption and so on. In addition, the interlayer is hydrated Na+, Ca2+ and other exchangeable inorganic cations, Si in montmorillonite tetrahedron is often replaced by A13+, and Al3+ in octahedron is often replaced by Mg2+, Fe3+, Fe2+, Ni2+, Li+, etc., which makes the interlayer produce a weak negative charge.
Because of its unique layered structure, montmorillonite can dissociate into nano-flake crystals, which modulate the surface activity of the montmorillonite flake layers through organic cation exchange reactions.MMT has excellent mechanical properties, thermal stability, and dimensional stability. In addition, montmorillonite has good dispersion properties, which can be widely used in the polymer materials industry as additives for nano-polymer polymer materials to improve impact resistance, fatigue resistance, dimensional stability and gas barrier properties, etc., thus playing a role in enhancing the comprehensive physical properties of polymers, as well as to improve the processing performance of the material In recent years, China's nano-materials industry has been continuously expanding the scale of infrastructure construction.
--Market size: fluctuating upward trend
Nanometer grade montmorillonite in rubber application is mainly used for rubber products modification, mainly including airtightness, fixed elongation gravitational force and abrasion resistance, anticorrosion, marble resistance, chemical resistance and other aspects of the improvement. By adding a small amount (such as 3%-5%) of nano-montmorillonite, can make the rubber strength, elongation and other properties greatly improved, some properties can be increased several times, can replace the current white carbon black, and even completely replace the traditional carbon black and other fillers, greatly reducing pollution, is the twenty-first century, a revolution in the rubber industry. At this stage, China's rubber consumption continues to grow, looking at the changes in supply and demand for synthetic rubber in China in 2015-2021, combined with nano montmorillonite penetration (measured at 4%), forward-looking calculations show that China's nano montmorillonite market demand continued to rise in 2015-2021, and in 2021 it was about 324,700 tons. Due to the huge potential of demand for synthetic rubber performance improvement in the future, Foresight believes that Nano montmorillonite market has a high degree of prosperity in the future.
5, segment four: nano-calcium carbonate: market demand is gradually growing
--Performance and application: a new type of ultra-fine solid powder materials
Nano-calcium carbonate, also known as ultra-fine Calcium carbonate, nano calcium carbonate is a new type of ultrafine solid powder material developed in the 1980s, with a particle size between 0.01~0.1μm. As a result of the ultrafine calcium carbonate nanoparticles, its crystal structure and surface electronic structure changes, resulting in quantum size effect, small size effect, surface effect and macro quantum effect that ordinary calcium carbonate does not have.
Calcium carbonate nano is one of the earliest industrialized nano-materials, the market has been widely formed, the material has a wide range of applications, nano-calcium carbonate is used in the plastics industry, the rubber industry, as a filler and reinforcing the use of products to reduce the cost of the product and enhance the quality of the product of the dual efficacy: used in the printing ink industry, papermaking industry, paint industry, as a filler, to play a thickening and anti-sinking, Improve product performance and reduce production costs and other multiple effects.
--Market status: the comprehensive competitive strength of domestic enterprises continue to improve
Calcium carbonate nanoparticles have been used in foreign countries for fifty years, and are widely used in the industries of rubber, plastics, papermaking, printing ink, coatings, and sealing adhesive materials.
The demand for nano calcium carbonate market rose steadily from 2016 to 2019, and the global nano calcium carbonate market demand in 2019 is about 26.45 million tons. According to the "Nano Calcium Carbonate Market Analysis and Forecast Report 2016-2024" published by U.S.-based market research firm Grand View < /p>
Research, the global demand for nano calcium carbonate is growing at a compound annual growth rate of 8.7% from 2016-2024, and the use of nano calcium carbonate in the plastics sector is accounting for more than 20% of the total market, as per this Grand < /p>
View Research forecast trend, the global demand for nano calcium carbonate in 2021 is about 31.34 million tons.
Specifically analyzing China's nano-calcium carbonate market situation, foreign enterprises rely on strong research and development capabilities, stable and reliable product quality, sophisticated instruments, good brand reputation, occupies most of the domestic high-end market, the price is generally 1-3 times higher than the domestic similar products. In recent years, the comprehensive competitive strength of domestic enterprises has continued to improve, a number of strong local enterprises have emerged, low-end, low-end, mid-range product market is almost entirely occupied by domestic enterprises, high-end product market share has also increased significantly, high-end product market is gradually breaking the monopoly of foreign-funded enterprises or their enterprises in China.
Industrial competition
1, industrial clusters: mainly concentrated in Suzhou and Beijing
Analysis of China's nano-materials industry regional pattern, the country's nanotechnology industry is currently the main cluster in Suzhou and Beijing. Among them, Suzhou nano industry scale occupies more than 50% of the country, Suzhou Industrial Park is recognized as the world's eight nano industry cluster, has formed by the nano new materials, nano-biotechnology, energy and clean technology, micro-nano-processing technology, such as the four core areas of nanotechnology, and lead the development of hundreds of nano-breakdown of the field of technology, and fostered the Su Dawigue, Nanda photovoltaic, Crystal Semiconductor, Jinfu new materials and other leading The company has also developed hundreds of nanotechnology sub-fields.
Beijing has built an industrial cluster centered on the Beijing Nano Science and Technology Industrial Park in Huairou area, which is dedicated to the application of nanotechnology in the four major fields of energy, electronics, environment, and biomedicine, and drives the upstream nano-materials, nano-processing, and nano-devices in the industry chain with downstream application, and has a number of leading nano-materials companies such as Beijing Shou Chuang, Antai Science and Technology, Zhongke Naxin, Zhongke Naiton, Jisheng Xingtai and Shouke Spraying. Spray Thin and a number of other leading nanomaterials enterprises. As far as R&D is concerned, China's nano industry has basically formed two major nano R&D centers with their own characteristics.
2, enterprise competition: many market participants, multi-track layout of enterprises with strong comprehensive strength
In terms of competition, China's nanomaterials industry is currently a large number of participants in the market, the market is more decentralized, but due to the existence of financial and technological barriers in the nanomaterials industry, so most of the layout of the enterprise has a financial advantage or technological advantage. Most of the enterprises focus on specific tracks, such as Tiannai Technology in the carbon nanotube track and Sixth Element in the graphene track.
Industry development prospects and trends
1, market scale: hundreds of billions of dollars of nanomaterials industry market to be tapped
"14th Five-Year Plan" period, the materials for 3D printing, superconducting materials and intelligent bionic materials and other cutting-edge materials. and intelligent bionic materials and other cutting-edge new materials in the industrial, electric power, communications, military and medical fields with great commercial value and strategic significance, investment attention will be further increased. Therefore, in order to meet the urgent needs of market applications, metal materials, organic polymer materials, biological materials and composite materials, such as 3D printing materials will become the hot spot of future investment attention, with these subversive cutting-edge new materials will further increase the attention, as the related materials field of nanomaterials with high frequency of application, the future nanomaterials industry market potential will be further enhanced.
According to the prediction of the National Development and Investment Group Co., Ltd, in the next few years, China's new materials industry will continue the strong momentum of the past high-speed growth, and the annual output value will exceed 10 trillion yuan in 2025, with a very broad development prospect; Foresight further predicts on this basis that the output value of China's new materials will reach about 11.7 trillion yuan in 2026. Along with the development of the new materials industry market, the future market size of nanomaterials will also be further enhanced. Under the environment of accumulation of production technology and further promotion of downstream application market, nanomaterials are expected to have a breakthrough in the future in the basic industrial materials as well as display parts market segments, driving the overall market scale to exceed 300 billion yuan in 2025, and is expected to be close to 400 billion yuan in 2027.
2, nanomaterials industry development trend: downstream application demand growth to drive market development
Foresight based on the above analysis of the market segments and the competitive landscape, combined with the current situation of technological innovation in China's nanomaterials industry, summarized the three major development trends in the industry are as follows:
More research and analysis of this industry is available at China Nanomaterials Industry Development Outlook and Investment Forecast Analysis Report by Foresight Industry Research Institute.