Generation of materials, generation of technology | China Zhongji Investment continues to deploy in the new materials sector
New materials are characterized by their high knowledge and technology intensity, close relationship with new processes and technologies, rapid updates, diverse varieties and styles, and high product added value. With the rapid development of global manufacturing and high-tech industries, the market demand for new materials is growing. Currently, China's economic transformation and manufacturing upgrade are entering a critical period. As the saying goes, "a generation of materials, a generation of technology," the development of the new materials industry faces new historical opportunities.
Since the end of 2017, based on a comprehensive assessment of domestic and international development trends, the global industrial development cycle, and the advantages of its management team, China Zhongji Investment has actively invested in the new materials industry nationwide. First, China Zhongji Investment actively focuses on cutting-edge new materials based on independent innovation. Only by relying on independent innovation in science and technology and industrial achievements can we create true national treasures. In the 3D printing materials sector, the company invested in the Mengzhi Mo project, promoting breakthroughs and industrialization in domestic liquid metal and flexible circuit boards. In the new energy storage materials sector, the company invested in the Borong New Materials project, promoting technological breakthroughs in all-vanadium redox flow batteries and key raw materials. In the high-performance medical device materials sector, the company invested in the Kekai Life project, accelerating the technological upgrading of mitral valves. At the same time, China Zhongji Investment continues to focus on technological breakthroughs and industrialization in areas such as bio-based materials, biodegradable materials, perovskite solar cells, new lithium batteries, flexible electronics, and carbon fibers. The company will continue to focus on and invest in outstanding domestic and international new materials entrepreneurial teams to realize its ideal of "contributing to the country through industrial investment."
Meanwhile, China Zhongji Investment has long focused on application-oriented new materials with strong downstream demand, high import dependency, and the potential to lead the industry towards high-end development. In the semiconductor materials sector, with the global semiconductor production capacity construction shifting to mainland China, the completion and commissioning of production capacity will inevitably lead to increased demand for semiconductor materials. Coupled with the continuous maturity of domestic semiconductor material companies and the demand for domestic substitution, domestic semiconductor material manufacturers will usher in significant development opportunities. China Zhongji Investment has focused on key semiconductor materials such as silicon wafers and photoresists, investing in equity projects or targeted share increases in listed companies such as Yiswei, Lian'ong Microelectronics, Zhonghuan Semiconductor, and Shanghai New Yang.
Finally, based on continuous monitoring of macroeconomic and industrial data, China Zhongji Investment remains aware of the cyclical fluctuations in the new materials industry. In 2020, the company invested in the targeted share increases of listed companies such as Oriental Energy, Lubo Chemical, China Tungsten High-Tech, and Hanrui Cobalt, successfully seizing investment opportunities in the expansion of private large-scale refinery capacity and the cyclical bottom of bulk commodities, creating good returns for investors and shareholders!
