core point
The scientific and technological revolution and the green revolution continue to give birth to new business forms and new industries, and the problems of anti-globalization and arms race brought about by the epidemic and the conflict between Russia and Ukraine have become increasingly prominent. Ensuring the safety of mineral resources and solving the problem of “stuck neck” of key materials will become a new trend for my country’s non-ferrous steel. The key development direction of the material industry in the future has provided strong guarantee and support for the realization of national resource security and sustainable economic and social development.
For non-ferrous mineral resources, the demand for the seven major non-ferrous varieties will still maintain high growth, but the supply chain security issues are prominent. In November 2016, the State Council approved the National Mineral Resources Plan (2016-2020), which listed 24 minerals in the strategic catalog, 12 of which are non-ferrous minerals. From the perspective of “supply risk” and “economic importance”, gold, copper, aluminum, nickel, lithium, cobalt, and rare earth are the seven non-ferrous metal resources that deserve more attention in the list of my country’s strategic metal mineral resources.
The self-sufficiency of high-end materials such as new military materials, carbon fiber, superalloy and titanium alloy is still insufficient. 1) Carbon fiber, the demand is growing rapidly, the self-sufficiency rate has increased from 4.8% to 37.8% in 2010-2020, and the trend of import substitution continues; 2) Superalloy, the number of domestic production enterprises is limited, the overall technical level lags behind foreign leaders, and the import dependence is strong; 3) The demand for titanium alloys has grown rapidly in recent years, and domestic high-end titanium alloy bars and wires are obviously lagging behind exports.
The rise of new semiconductor materials, target materials, silicon powder, solder balls, bonding wires and other semiconductor metal materials is a historic opportunity. 1) Semiconductor target materials: Japanese and American manufacturers account for about 90%, and there is an urgent need for domestic replacement; 2) Silicon micropowder, most of which are high-quality spherical silicon micropowders still rely on imports. The preparation of high-purity, ultra-fine spherical silica powder has become a hot spot in domestic powder research. 3) For bonding wires, the market share of mainland enterprises is only 11%, and foreign brand manufacturers still occupy most of the market share; 4) Solder balls: Several major companies such as Japan Qianzhu and Taiwan Shengmao occupy more than 86% of the market share, and the mainland low market share;
New materials in the 5G industry, high-frequency copper clad laminates, indium phosphide, gallium arsenide, gallium nitride and other materials are in urgent need of localization. 1) High-frequency copper clad laminate: The core component of printed circuit board (PCB), the market share of mainland enterprises is only 7.3%, and high-end electronic copper foil is still monopolized by Japan. The year-on-year growth rate was 18.6%. 2) Indium phosphide, gallium arsenide, and gallium nitride materials: lnP and GaAs have a big gap at home and abroad, and the core technology is still in the hands of a few large international companies such as the United States, Japan and Europe. The generation gap of GaN technology is small, and there are still corners Overtaking opportunities, but 80% still rely on imports.
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