Classification
Themainstructuralmaterialsinconstructionprojectsarereinforcedcement,sandandgravel
Moderncommunications,computers,informationnetworktechnology,integratedmicro-machineintelligentsystems,industrialautomationandTherapiddevelopmentofhigh-techindustriesbasedonelectronicinformationtechnology,suchashomeappliances,haspromotedtheresearch,development,andwideapplicationofaseriesofinformationfunctionalmaterials.Theresearchanddevelopmentofstructuralmaterialswithhighspecificstrength,highspecificstiffness,hightemperatureresistance,abrasionresistance,corrosionresistanceandotherpropertiesisthemaindirectionforthedevelopmentofanewgenerationofhigh-performancestructuralmaterials.Thematerialsegmentationfieldishugeandcomplex,involvingabout70A-sharelistedcompanies.Accordingtothedevelopmentdirectionofthemainnewmaterials,wedividethemintothreecategories:newmetalmaterials,newinorganicnon-metalmaterials,polymersandcompositematerials.
Case
Metalmaterials
Newmetalmaterialscanbedividedintohigh-performancemetalstructuralmaterialsandmetalfunctionalmaterialsaccordingtotheirfunctionsandapplicationfields.High-performancemetalstructuralmaterialsrefertonewmetalmaterialswithhigherhightemperatureresistance,corrosionresistance,andhighductilitycomparedwithtraditionalstructuralmaterials,mainlyincludingtitanium,magnesium,zirconiumandtheir
Alloys,tantalumandniobium,hardmaterials,etc.,aswellashigh-endspecialsteel,newaluminummaterials,etc.Metalfunctionalmaterialsrefertomaterialsthatassistintherealizationoflight,electricity,magnetismorotherspecialfunctions,includingmagneticmaterials,metalenergymaterials,catalyticpurificationmaterials,informationmaterials,superconductingmaterials,functionalceramicmaterials,etc.
Amongthemanyvarieties,werecommendfocusingonrareearthpermanentmagnetmaterials.Comparedwithothermaterials,rareearthshaveexcellentoptical,electrical,magnetic,catalyticandotherphysicalproperties,andtheirapplicationsinemergingfieldsaregrowingrapidly.Amongthem,permanentmagnetmaterialsarethemostimportantpartoftheapplicationofrareearths.In2009,permanentmagnetmaterialsaccountedfor57%ofthetotalconsumptionofnewrareearthmaterials.Drivenbythecountry’semergingindustrialpolicies,newenergyvehicles,windpowergeneration,energy-savinghomeappliancesandotherfieldswilldrivetheexplosivegrowthofdemandforrareearthpermanentmagnetmaterials,neodymiumironboronmagnets.ItisrecommendedtofocusonNdFeBindustryleadersZhongkeSanhuanandNingboYunsheng,aswellasrareearthresourcecompaniesBaotouRareEarthandXiamenTungstenIndustry.Steelmaterials,newraremetalmaterials,high-temperaturealloys,andhigh-performancealloysaremetalengineeringstructuralmaterials.
①.Steelmaterialsandnewraremetalmaterials
Steelmaterialsimprovethequalityandperformanceofsteelandextendthelifecycle.Intheproductionofsteelmaterials,informationtechnologyisusedtotransformtraditionalproductionprocesses.,Improvetheautomationandintelligenceoftheproductionprocess,realizetherefinementandprecisecontrolofthestructure,improvethecleanlinessandhighuniformityofsteel,andnewtechnologiessuchaslow-temperaturerolling,criticalpointtemperaturerolling,andferriterollingwillappear.
Raremetalnewmaterialsrefertotitaniumalloyswithhighstrength,hightoughnessandhighdamagetolerance,aswellasheat-strengthtitaniumalloys,zirconiumalloys,refractorymetalalloys,tantalumtungstenalloys,high-precisionberylliummaterials,etc.
②,high-temperaturealloysandhigh-performancealloys
Themaintypesofhigh-temperaturestructuralmaterialsinclude:high-temperaturealloys,powderalloys,high-temperaturestructuralintermetalliccompounds,andhigh-meltingintermetalliccompounds,etc.
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Mainlistedcompanies:
1.JiuliSpecialMaterial(002318):Thecompanymainlyproducesindustrialstainlesssteelseamlesspipesandstainlesssteelweldedpipes.Itisthelargestdomesticindustrialstainlesssteelpipeoutput.
Largeenterprises.Productsareusedinpetroleum,chemical,naturalgas,powerequipmentmanufacturing,shipbuilding,papermaking,machinerymanufacturing,aviation,aerospaceandotherindustries.
2,DongfangZirconiumIndustry(002167):Thecompany’sproductsaremainlyusedinnuclearenergy,ceramics,weapons,aviation,advancedrefractorymaterials,opticalcommunicationdevices,solidfuelcells.
3.BaotiCo.,Ltd.(600456):Thecompanyismycountry’slargestspecializedproductionandscientificresearchbaseofraremetalmaterialswithtitaniumastheleadingproduct.Theproductsarewidelyusedinaerospace.
,Chemical,petroleum,pharmaceutical,marineengineeringandhigh-enddailyconsumergoodsandotherfields.
4.PuNaiCo.,Ltd.(002225):Thecompanyhasbecomeamajordomesticmanufactureroffunctionalrefractoriesandunshapedrefractories,andhasthelargestmarketshareofgasbricksinthedomesticmarket.1.Thelargestdomesticsupplierofrefractoryproductsforthesteelindustry.
5.SteelResearchGona(300034):Thecompanyisahigh-temperaturealloymaterialandproductindustry,anditsproductsaremainlyusedintheaerospaceandpowergenerationfields.
Alloy,iscurrentlyoneofthelargestmanufacturersofhigh-endandnewhigh-temperaturealloyproductsinChina.
6.DingtaiNewMaterials(002352):Thecompanyfocusesontheresearchanddevelopmentandapplicationofanti-corrosiontechnologyfortheprotectionofmetalmaterials.Itisaninnovatorandinnovatorinthefieldofnewanti-corrosionmaterialsforrareearthalloycoatings.Theleader,theproductsaremainlyusedforoverheadgroundwiresandsteelcoresinhigh-voltageandultra-high-voltagepowergridtransmissionlines.
Newinorganicnon-metallicmaterials
Inorganicnon-metallicmaterialsrefertooxides,carbides,nitrides,borides,chalcogenidesandsilicates,titanicacidofcertainelementsSalt,aluminate,phosphateandotheroxyacidsaltsarethemaincomponentsofinorganicmaterials,mainlyincludingceramics,glass,cement,refractorymaterials,enamels,abrasives,etc.Newinorganicnon-metallicmaterialsrefertomaterialsthatarefreeofharmfulelementsandhavespecificpropertiesthroughmicrostructuredesign,precisestoichiometry,andadvancedpreparationtechnology.
Fromtheperspectiveofmaterialtypes,newceramicshavethecharacteristicsofhighstrength,hightemperatureresistance,wearresistance,etc.,andaremainlyusedinmanufacturingindustriessuchasautomobiles,trains,airplanes,andmachinery.Individualstockscanfocusontheproductionofceramicbearings.TechnologyandBoyunnewmaterialfortheproductionofceramicbrakepads;ceramicfiberhasthecharacteristicsoflightweight,goodthermalstability
,andlowthermalconductivity.Itiswidelyusedinenergyconservationandenvironmentalprotection,machinery,metallurgyandchemicalindustries.PayattentiontoBeijingLierandLuyang;inthenewglass,theglasssubstrateisanimportantbasiccomponentthatconstitutestheliquidcrystaldisplaydevice.Onlyfourcompaniesintheworldcanmanufactureglasssubstrates.ThedomesticcompanyRainbowCo.,Ltd.hasmadetechnologicalbreakthroughsinglasssubstrates.Itisexpectedthatmassproductionwillberealizedbeforetheendoftheyear,sokeepaneyeonit.
High-temperaturestructuralceramicmaterialsarethefocusofthedevelopmentofadvancedceramicmaterials,andtheirmainapplicationtargetsaregasturbinesandlow-heatdieselenginesforheavy-dutytrucks.Theuseofceramicenginescanimprovethermalefficiencyandreducefuelconsumption.
Mainlistedcompanies:
1.LuyangStock(002088):Thecompanyistheworld’sthirdceramicfiberproductionbase,anditsproductsarewidelyusedinindustry,civil,anddefenseandmilitaryfields.
Hightemperatureresistantandthermalinsulationparts.
2,Smick(002162):Thecompanyisaprofessionalmanufacturerandsalesofhigh-gradeglassfossilandhigh-gradeglazedtileproducts,andhasastrongleaderpositioninthehigh-endmarket.
Thethermalinsulationandenergy-savingexternalwalldry-hangingmagneticboarddevelopedisthefirstinChina.ItisplannedtocooperatewithYifengtodeveloplithium-containingchinaclayore.Thiswillhelpthecompanytostrengthenthecontrolofupstreamrawmaterials,andlithiumresourcesareagoodnewmaterial.Profitprospects.
Polymersyntheticmaterials
Polymersandcompositematerialsareanimportantpartofthefieldofnewmaterials.Theyhaveexcellentphysicalandchemicalpropertiesandexcellentprocessingcharacteristics,andarewidelyusedininformationImportantareasofthenationaleconomysuchasindustry,aerospace,biomedicine,transportation,machineryandinstrumentation,constructionandenergy,includingrubber,plastics,fibers,coatings,adhesivesandpolymer-basedcompositematerials.
Inthesubdividedvarieties,itisrecommendedtofocusonJinfaTechnology,aleadingenterpriseinmodifiedplastics,newmaterialsofthetimesinnewrubber,andSinomatechnologyandproductionheatresistantinthefibercategoryfortheproductionofmembranefiltermaterials.ShenzhenHuichengforpolyimidefiber,andHuitianglueindustryforproducingnewadhesives.
Thefocusofthedevelopmentofnewpolymerstructuralmaterialsisspecialengineeringplastics,organicsiliconmaterials,organicfluorinematerials,high-performancefibers,high-performancesyntheticrubbers,high-performanceresins,etc.Syntheticresinisarapidlydevelopingmaterial.High-performanceethylene-propylenerubberproductiontechnologyhasenteredanewstage,withlivinganionicpolymerization,livingcationicpolymerization,aswellaselastomermodificationandthermoplasticizationtechnologiesasthedevelopmentfocus.
Mainlistedcompanies:
1.BoyunNewMaterials(002297):Thecompanymainlyproducesandsellspowdermetallurgycompositematerials.Amongthem,thecompany’sleadingproductsaerospaceproductshavebeenappliedtoBoeing-737series,Boeing-757series,Airbus-320seriesandvariousmilitaryaircraftandvarioustypesofrockets,whicharethescaleofsimilardomesticproducts.Thelargestmanufacturer.
2,Plite(002324):Thecompanyisamajordomesticenterprisefocusingontheproductionofmodifiedplasticproductsforautomobiles.Theproductsaremainlysuppliedtomanufacturersofautoparts.