In the late 1980s, the Chinese government began to pay attention to the research of nanomaterials and technology, and after the mid-1990s, the number of companies engaged in the production and development of nanomaterials increased, and the investment of social capital also increased, and the nanomaterials application industry emerged. Entering the twenty-first century, China's nanomaterials industry has entered a stable and healthy development stage. The article foresees the development status and prospects of the overall industry market market by analyzing the key market segments of nanomaterials.
Nanomaterials industry, the main listed companies: Betray (835185), Fangda Carbon (353917), silver-based alkene carbon (400070), Carbon Yuan Technology (603133), Walter new materials (002886), Changzhou 2D Carbon (833608), Antares Technology (000969), Jinfa Science and 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 development status
1, the overall market situation: driven by the technology and demand for two-wheel drive, the industry faster growth
In recent years, with the improvement of nanomaterials production technology and the increase in downstream demand for the pull of nanomaterials, nanomaterials, the market scale has shown a faster growth trend. 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 estimate based on the development of the nanomaterials industry market is that the market size of China's nanomaterials industry will reach 106.84 billion yuan in 2020, with a year-on-year growth rate of 16.2%.
2, market segmentation
--Carbon nanotubes: downstream industry adjustment leads to short-term product supply and demand imbalance
In the past two years, China's new energy automobile market due to the subsidy slumped sharply The market has entered a period of short-term adjustment due to the impact of subsidies and other factors, resulting in a slowdown in the growth of power battery shipments, or even decline, which led to a short-term imbalance in the supply and demand of carbon nanotube conductive agents, but benefited from the technology upgrades driven by the market growth of the material performance is better than the downstream lithium battery market. Also benefited from the power battery market scale demand growth, carbon nanotube shipments in recent years showed rapid growth. Combined with the GGII lithium research institute (GGII) compound annual growth rate data, forward-looking estimates of 2020 domestic carbon nanotube shipments reached 79,700 tons.
--Graphene: into the industrialization of the critical period
Currently, the graphene industry has reached from the laboratory to the industrialization of the critical period of graphene industry has become China's new materials industry and even the manufacturing industry to achieve a 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. The "2020 China Graphene Industry Development Situation Outlook" estimated that the scale of China's graphene reached 12 billion yuan in 2019, taking into account the impact of the epidemic, the forward-looking estimates that the growth rate of the graphene market in 2020 will be reduced, and the graphene market scale reached 12.6 billion yuan.
--Nanoscale montmorillonite: industrial structure upgrading and optimization is gradually completed
Nanoscale montmorillonite application in rubber is mainly used for rubber products modification, mainly including airtightness, fixed elongation gravitational force and abrasion resistance, corrosion resistance, marooning resistance, chemical resistance, etc. Improvement. By adding a small amount (such as 3%-5%) of nanometer 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, and greatly reduce the 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 2015-2020 changes in supply and demand for synthetic rubber in China, combined with the nano montmorillonite penetration rate, forward-looking calculations that the 2015-2020 China nano montmorillonite market demand fluctuating upward in 2020, about 225,100 tons, due to the future of the synthetic rubber properties of the demand for improvement of the potential is huge, the forward-looking believes that the Nano montmorillonite market has a high degree of prosperity in the future.
--Nano-calcium carbonate: market demand is gradually growing
Nano-calcium carbonate has been used in foreign countries for fifty years, and is widely used in rubber, plastics, papermaking, inks, coatings, sealing adhesive materials and other industries.
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 Grand View Research, a U.S.-based market research firm, the global demand for nano calcium carbonate is growing at a CAGR of 8.7% from 2016-2024, and the use of nano calcium carbonate in the plastics sector accounts for more than 20% of the total market, and according to this Grand View Research forecast trend, the global demand for nano calcium carbonate in 2020 is about 28.83 million tons.
Specifically analyzing China's nano-calcium carbonate market, foreign enterprises rely on strong R & D capabilities, stable and reliable product quality, sophisticated instruments, good brand reputation, occupies most of the domestic high-end market, the price is generally higher than the domestic similar products 1-3 times. In recent years, the comprehensive competitive strength of domestic enterprises has continued to improve, a number of strong local enterprises have also 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 enterprises or their enterprises in China.
Combined with the main applications of calcium carbonate industry market production growth rate, forward-looking calculated that the paper industry is still the largest application of calcium carbonate. 2020 China's paper industry calcium carbonate demand accounted for the largest proportion of about 46%; the second largest consumption area is the plastics industry, consumption accounted for 17%; rubber industry demand accounted for about 13%.
Combined with the China Paper Industry Association released industrial calcium carbonate demand and nano-calcium carbonate penetration data, forward-looking calculations, China's demand for nano-calcium carbonate in recent years has risen year by year, from 3.21 million tons in 2016 to 2020 demand for 4.48 million tons of gradual growth.
Industry Development Prospects
1, the overall market outlook: hundreds of billions of dollars of nanomaterials industry market to be tapped
"Fourteenth Five-Year Plan During the "14th Five-Year Plan" period, materials for 3D printing, superconducting materials and intelligent bionic materials and other cutting-edge new materials in the industrial, electric power, communications, military and medical fields of 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 and other materials for 3D printing will become the future investment focus on hot spots, with these subversive cutting-edge new materials will further increase the attention, as the related materials field of nanomaterials with very high application frequency, the future market potential of the nanomaterials industry will be further enhanced.
According to the prediction of 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 exceed 370 billion yuan in 2026.
--Carbon nanotubes: long-term high growth trend
Carbon nanotubes have a very broad research prospects, in addition to composite materials, displays, hydrogen storage, capacitors, etc. has the potential to be applied to semiconductor electronic devices, sensors, adsorbent materials, batteries, catalyst carriers and other fields also has a very broad and attractive application prospects, has great potential for development. In the future, with more in-depth research on carbon nanotubes, carbon nanotubes will have a far-reaching impact in more fields.
According to GGII data, China's carbon nanotubes market is expected to maintain a high growth trend in the future, and the overall market size of CNTs in 2021 will reach 100,000 tons. And with the reverse of lithium iron phosphate materials and high nickel materials demand for rapid growth, combined with the energy density to improve demand, CNT add proportion gradually increased, is expected to gradually increase from 1.5% to 2%, combined with the lithium battery industry data released by the China Power Battery Association, forward-looking forecast of the future of the CNT market will reach an average annual compound growth rate of 58% in 2026, will exceed 900,000 tons, is expected to approach 1 million tons mark. The CNT market is expected to exceed 900,000 tons in 2026, and is expected to approach the 1 million tons mark.
--Graphene: maintain medium and high speed and stable growth
In 2021, in addition to the commercialization of lithium battery energy storage and anticorrosive coatings, China's graphene industry in the field of flexible control panels and pressure sensing field layout is gradually unfolding, the graphene industry will be further improved. graphene industry will be further improved. The development of downstream emerging fields will directly promote the growth of midstream manufacturing market, according to China Carbon Industry Association "China Carbon Industry "14th Five-Year Plan" and long-term development plan" hearing meeting summary data, it is expected that in the next five years, China's graphene market size compound annual growth rate of 16.57%, 2026 China's graphene industry market size is expected to exceed 30 billion yuan. Industry market size is expected to exceed 30 billion yuan.
--Nano montmorillonite: broad market prospects
The market prospects of montmorillonite are very broad due to its abundant resources, cheap price and wide range of applications, coupled with extraordinary performance. The discovery and application of montmorillonite is an important milestone in the history of nanomaterials research. Combined with the analysis of the downstream major application market synthetic rubber market size forecast released by the China Rubber Industry Association, assuming that the nanoscale montmorillonite market penetration rate reaches 4%, the market size of nanoscale montmorillonite market in China is reasonably predicted. the overall market in 2021 will reach 245,500 tons, and is expected to break through 400,000 tons in 2026.
--Nano-calcium carbonate: maintain a stable growth trend
The Asia-Pacific region is experiencing rapid economic development, and the demand for nano-calcium carbonate in industries such as plastics, rubber, and coatings is growing rapidly, which has become an important driving force for the growth of the global nano-calcium carbonate market. According to the U.S. market research firm Grand View Research released nano calcium carbonate forecast data, the future of the global demand for calcium nanocarbonate will continue to grow steadily, the average annual compound growth rate to remain at 8.5-9.0% or so, forward-looking conservative estimates of China's nano-calcium carbonate compound annual growth rate of 8.5%, China's nano-calcium carbonate demand is expected to break through the 7.3 million tons by 2026
2, nanomaterials industry development trend: downstream application demand growth to drive market development
Foresight based on the above analysis of market segments and competitive landscape, combined with China's nanomaterials industry technological innovation, summarized the three major development trends of the industry are as follows:
For more industry-related data, please refer to China Nanomaterials Industry Development Outlook and Investment Forecast Analysis Report by Foresight Industry Research Institute