January 09, 2025

2011 Gaogong Emerging Industry Technology and Investment Forum landed in Hangzhou in May

Recently, the “Twelfth Five-Year Plan” officially announced by the State Council has locked in seven emerging industries such as energy conservation and environmental protection, new energy, new materials and new energy vehicles. According to the plan, by 2015, the added value of the seven strategic emerging industries will increase to 8% of GDP, and will rise to 15% by 2020. It can be expected that strategic emerging industries will gradually become the leading force in promoting the development of the national economy in the next five years.

From May 19 to 20, 2011, the “2011 Gaogong Emerging Industry Technology and Investment Forum” hosted by the Higher Industrial Research Institute will be held at the Four Points by Sheraton Hangzhou Longjing. This is another strong brand meeting created by the Higher Industrial Research Institute.

The forum will focus on four emerging industry hotspots of LED, Internet of Things, power battery and new materials. It will be through expert technical analysis speech, industrial research and investment strategy research report release, excellent enterprise project roadshow, project investment docking negotiation, etc. It aims to inform investors about emerging industry technologies and market trends, and to develop industry and investment opportunities.

We will invite well-known domestic and foreign strategic investors, VC/PE partners, fund investors, investment bank investment managers, major brokerage analysts, government agency officials, accountant accountants, law firm lawyers, and well-known corporate directors in various fields. Long, research institute analysts, journalists from the media, and other elites from all walks of life gathered together to discuss the LED industry (materials, equipment, epitaxial chips, packaging, applications), IoT cloud computing, RFID, sensing, system integration), power The technology and market development of the battery industry and new materials industry, and the analysis of the status of industrial investment.

LED industry continues to have high fever

According to the statistics of the High-tech LED Industry Research Institute (GLII), the total output value of China's LED industry in 2010 reached RMB 1,260 billion, a year-on-year increase of 50%. The total output value of LED epitaxial chips is 4 billion yuan, up 100% year-on-year; the total output value of LED packaging is 27 billion yuan, up 35% year-on-year; LED application is 95 billion yuan, up 58% year-on-year.

In 2010, LED upstream investment was active. The investment demand for MOCVD in China's LED market was crazy. The bottlenecks of the two global equipment suppliers Veeco and AIXTRON came ahead of schedule, and even some were caught off guard. This time, the order was delayed until 2012. Only years to deliver.

Despite this, there are still many problems in the development of the domestic LED industry, such as domestic LED epitaxial materials and chips in the middle and low-end; more than 80% of power LED chips and devices rely on imports; there are blind investment, low-level construction, some places The government blindly renovates road lighting regardless of economic benefits, over-investing in landscape lighting, leading to disorderly competition in the industry and so on.

Internet of Things - the next economic growth point

The "Internet of Things" is called the third wave of the world information industry after computers and the Internet. Industry experts believe that the Internet of Things can improve economic efficiency and save costs on the one hand; on the other hand, it can provide technical impetus for the recovery of the global economy. The US authoritative consultancy FORRESTER predicts that by 2020, the world's Internet of Things will reach 30 to 1 compared with the business of human-to-human communication. Therefore, the "Internet of Things" is called the next trillion. Communication business.

At present, the United States, the European Union, etc. are investing heavily in research to explore the Internet of Things. China is also paying close attention to and attaching importance to the research of the Internet of Things. The Ministry of Industry and Information Technology, together with relevant departments, is conducting research on a new generation of information technology to form policy measures to support the development of next-generation information technology.

The rapid rise of the Internet of Things in China has benefited from China's several advantages in the Internet of Things.

First, China started the research on the core sensor network technology of the Internet of Things as early as 1999, and the research and development level is in the forefront of the world. Second, in the field of world sensor networks, China is one of the leading countries in the standard, with high patent ownership; China is one of the countries that can realize the complete industrial chain of the Internet of Things. Fourth, China's wireless communication network and broadband coverage are high, providing a solid infrastructure for the development of the Internet of Things. Fifth, China has become the world's number one. The three major economies have relatively strong economic strength to support the development of the Internet of Things.

Power battery - lithium battery is still the focus of future development

The reason why power batteries have become the research hotspot in the world today is mainly due to the large increase in private cars and the increasing environmental pollution. At the same time, the lack of petroleum resources has forced the countries of the world to find new energy sources and develop new means of transportation. Therefore, power batteries and electric vehicles Development is placed in a more important position.

During the "11th Five-Year Plan" period, China is facing tremendous pressure on energy conservation and emission reduction. Under the impetus of the competent government departments, China's new energy vehicle R&D investment has continuously increased. Taking the “863” plan of the Ministry of Science and Technology as an example, from 2006 to 2010, the state invested a total of 1.16 billion yuan for the “863” program, driving local governments and social forces to invest 11 billion yuan in new energy vehicle R&D and supporting industries. Among them, only the power battery industry investment is as high as 6 billion yuan.

In the development plan of new energy vehicles, the lithium battery industry is undoubtedly the most important and most promising sector. Although nickel-hydrogen batteries are still the mainstream battery type of hybrid vehicles in the short term, lithium iron phosphate batteries will be widely used in pure electric vehicles and plug-in hybrid vehicles, but in the medium and long term, with lithium iron phosphate battery technology. Breakthroughs and lower costs, lithium batteries are expected to be further applied to hybrid vehicles.

In the next 5-10 years, electric vehicles will gradually mature, and the promotion of electric vehicles will drive explosive growth in demand for lithium battery related materials. As an effective means of stimulating the economy and saving energy and reducing emissions, electric vehicles have become the focus of government policy support, and lithium battery electric vehicles will become the mainstream in the future. As a core component of lithium batteries, the industry scale will increase by more than 100 times.

New materials - entering a period of rapid expansion

New materials and information and energy technologies are also called the three pillars of today's scientific and technological development, and are also one of the frontiers of high-tech development.

Since the birth of new materials, national policies have been greatly supported, and the new materials industry has gradually grown in policy support. In recent years, the market growth rate of China's new materials sector related products has basically maintained above 10%, and the market growth rate of some important new material varieties has even exceeded 20%. At present, the material industry occupies an important position in China's national economy, and the output value of the entire new material sector accounts for 28% of the national GDP.

As a development focus, the “12th Five-Year Plan” of the new materials sector will support the development of three new materials sectors, namely, cutting-edge technologies, strategic emerging industries and key industries. The corresponding ideas are to seize the commanding heights, cultivate growth points and transform and upgrade traditional industries. The key industries of the new materials sector include petrochemical, steel, nonferrous metals, light industry and building materials.

Relevant analysts pointed out that the new material investment space is broad, and the new material of the material basis of the manufacturing industry is in a period of rapid development. In the next few years, the annual growth rate of China's new material industry market will remain above 20%, and the capital intervention is relatively large. It will maintain a period of rapid expansion for some time to come.


About 2011 new Engineering and Industrial Technology Investment Forum <br> time: 19-20 May 2011 Venue: Hangzhou, Binjiang Four Points by Sheraton Long Jubilee Ballroom Forum official website: http: // Com/ss-2011newindustry-index.html

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