Core Industry Trends
Green and Low-Carbon Transition: Driven by increasingly stringent environmental policies, traditional high-polluting processes (such as the Grignard process and sodium process) face compliance pressures. The industry is accelerating its transformation towards green synthesis routes with atom economy ≥85%. New technologies such as continuous flow microreactors and electrochemical synthesis are progressing from the laboratory to pilot-scale production.
High-End and Import Substitution
Domestically, there is structural overcapacity: low- and mid-range products are highly homogenized, while high-purity (≥99.95%), low-metallic-impurity (e.g., Fe≤5ppm) electronic/pharmaceutical grade products still heavily rely on imports, with import dependence expected to exceed 30% by 2025.
Policy and Capital Drivers: The National 15th Five-Year Plan may strengthen support for high-end fine chemicals.
Industrial Clustering: The Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area are expected to form an integrated new materials ecosystem encompassing raw materials, refining, and applications.
Cross-Sector Integration: Drawing on successful experiences in semiconductors and pesticide intermediates, expansion into high-value-added fields such as biomedicine and electronic materials is underway.
