Recently, the Ministry of Industry and Information Technology
announced that "China made 2025" "1 + X" planning system has been
released. The Ministry of Industry and Information Technology pointed
out that "1" refers to "Made in China 2025", "X" refers to 11 supporting
implementation guidelines, action guides and development planning
guidelines, including national manufacturing innovation center,
industrial strong, intelligent Manufacturing, green manufacturing,
high-end equipment innovation and other five projects implementation
guide, the development of service-oriented manufacturing and equipment
manufacturing quality brand two special action guide, as well as carbide
new materials, information industry, pharmaceutical industry and
manufacturing talent four development Planning guide.
"By" China made 2025 "policy Dongfeng, new materials will usher in a historic development opportunities." An industry researcher who declined to be named on the "Securities Daily" reporter said.
Securities metal energy and mineral industry chief analyst Chen Li told reporters that the Cemented Carbide new material development planning guide (hereinafter referred to as the guide) on the new material industry to upgrade the impact reflected in many aspects, first of all, to enhance China's key material support capabilities. Guide to clear the direction of the development of new materials industry, emphasizing the focus on downstream applications as the guide to support the development of key applications, improve the carbide cement industry standard system.
Second, to enhance China's material industry innovation capacity. The guide emphasizes the development of new materials such as graphene, superconducting and other cutting-edge cemented carbide, while strengthening the coordination of materials industry innovation, breaking the key carbide technology and equipment constraints, which helps to enhance China's material industry's basic innovation capacity and basic equipment capacity, Consolidate the field of new materials, carbide has been innovative advantages.
Once again, improve China's new materials industry system. Guide to accelerate the development of new materials to focus on the initial market, to help improve the industrial chain, to solve the new materials research and development and application of disjointed, the early stage of industrialization and other issues, improve the process of industrialization of new materials.
State Securities believes that in the A-share market, should be "China made 2025" strategic positioning and industrial demand point of view to explore new materials boom plate. "China made 2025" and the key areas of technology road map as the next 10 years of China's industrial development of the highest guidance documents, from the perspective of industry and demand for new materials industry put forward the development priorities and objectives of the new material industry is divided into advanced foundation, the key strategy And the forefront of new materials three plates. Including for advanced materials, should focus on grasping high-performance marine steel, cemented carbide and other sectors of the investment opportunities; for strategic steel to break through the key strategic material blockade, should fully grasp the high temperature alloys, special aluminum magnesium titanium alloy and other industries Investment opportunities in the field; for the forefront of the layout, to seize the forefront of the forefront of new materials, should pay close attention to the development trend, focusing on superconducting materials and graphene materials investment opportunities.
"Benefit from" Made in China 2025 ", enterprises and investment institutions will also be optimistic about the prospects for the development of new materials industry, the influx of capital of various materials for the new material industry has brought stimulating effect in this process, the capital market will play Huge role in helping new materials enterprises sustained rapid and healthy growth, to achieve leapfrog development. "Shenzhen Qianhai Fujin Fund Management Co., Ltd., chairman of Chen Xiaoyang, told reporters at the same time, but also for the new material listed companies to enhance the valuation of a solid basis.
"By" China made 2025 "policy Dongfeng, new materials will usher in a historic development opportunities." An industry researcher who declined to be named on the "Securities Daily" reporter said.
Securities metal energy and mineral industry chief analyst Chen Li told reporters that the Cemented Carbide new material development planning guide (hereinafter referred to as the guide) on the new material industry to upgrade the impact reflected in many aspects, first of all, to enhance China's key material support capabilities. Guide to clear the direction of the development of new materials industry, emphasizing the focus on downstream applications as the guide to support the development of key applications, improve the carbide cement industry standard system.
Second, to enhance China's material industry innovation capacity. The guide emphasizes the development of new materials such as graphene, superconducting and other cutting-edge cemented carbide, while strengthening the coordination of materials industry innovation, breaking the key carbide technology and equipment constraints, which helps to enhance China's material industry's basic innovation capacity and basic equipment capacity, Consolidate the field of new materials, carbide has been innovative advantages.
Once again, improve China's new materials industry system. Guide to accelerate the development of new materials to focus on the initial market, to help improve the industrial chain, to solve the new materials research and development and application of disjointed, the early stage of industrialization and other issues, improve the process of industrialization of new materials.
State Securities believes that in the A-share market, should be "China made 2025" strategic positioning and industrial demand point of view to explore new materials boom plate. "China made 2025" and the key areas of technology road map as the next 10 years of China's industrial development of the highest guidance documents, from the perspective of industry and demand for new materials industry put forward the development priorities and objectives of the new material industry is divided into advanced foundation, the key strategy And the forefront of new materials three plates. Including for advanced materials, should focus on grasping high-performance marine steel, cemented carbide and other sectors of the investment opportunities; for strategic steel to break through the key strategic material blockade, should fully grasp the high temperature alloys, special aluminum magnesium titanium alloy and other industries Investment opportunities in the field; for the forefront of the layout, to seize the forefront of the forefront of new materials, should pay close attention to the development trend, focusing on superconducting materials and graphene materials investment opportunities.
"Benefit from" Made in China 2025 ", enterprises and investment institutions will also be optimistic about the prospects for the development of new materials industry, the influx of capital of various materials for the new material industry has brought stimulating effect in this process, the capital market will play Huge role in helping new materials enterprises sustained rapid and healthy growth, to achieve leapfrog development. "Shenzhen Qianhai Fujin Fund Management Co., Ltd., chairman of Chen Xiaoyang, told reporters at the same time, but also for the new material listed companies to enhance the valuation of a solid basis.
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