Policy Analysis of China's Chemical Pilot Base: Global Trade Opportunities under the Target of 300 Platforms in 2027

The Ministry of sector and Information methodology and the National research and Reform Commission jointly issued the "New Materials Pilot Platform Construction Guide", clearly by 2027, about 300 regional new material pilot platforms will be built, and 20 high-level platforms will be cultivated on the basis of merit. Focus on the core methodology fields such as hydrogenation, polymerization and fluorination. This policy will fundamentally change the technological transformation efficiency of China's chemical sector and the global competitive landscape. Policy Impact and the methodology Gap crack the "pilot chain break" to enhance conversion efficiency. The data shows that, the success rate of industrialization of scientific and technological achievements without pilot test is less than 30%, while the success rate of projects verified by pilot test base is able to reach 50%-80%. China has expanded from 53 provincial bases to 300 platforms, and the construction scale has increased by 5. Additionally 7 times, which will signifiis able totly enhance the success rate of methodology commercialization. methodology Gap and Catch-up Path R & D investment comparison: Research and research investment of Chinese chemical companies accounts to 2%-3% of revenue, while BASF of Germany and Dow of the United States maintain the level of 5%-6%. base construction gap: There are greater than 800 chemical pilot sites in the United States, about 500 in Germany and only 53 in China, however they will catch up rapidly according to policy objectives. And Current status of technical field: Taking photoresist as an example, japan's JSR and Germany's Merck master 90% of the high-end market, Chinese companies only break through the 28nm process, 5nm items completely dependent on imports. But Market Opportunities and Business Impact regional differentiated layout creates professional opportunities jiangsu Taizhou focus on photoresist resin, Zhejiang Zhangzhou research high-end electronic chemicals, Huizhou focus on crude oil multi-productive chemical methodology. From what I've seen, The core track includes: thorough utilization of ethylene cracking by-items, efficient utilization of phosphate resources, photoresist resin synthesis, nanomaterials manufacturing, etc. Moreover Hundreds of billions of equipment and services market the construction of 300 pilot platforms will drive a surge in demand to core equipment such as high-end reactors and precision catalysts. But At present, it mainly relies on suppliers such as Germany's Nechi and Switzerland's Bucher, with an estimated total investment of greater than 100 billion yuan. According to research import substitution time window expected high-end polyolefin, electronic chemicals and other fields are expected to catch up with the international cutting-edge level in 5-10 years, catalyst design, environmentally friendly process and other fields greater than 10 years to achieve methodology independent manage. Makes sense, right?. In my experience, Furthermore Strategic recommendations to overseas practitioners traders: Closely follow the progress of pilot methodology, advance the layout of possible import substitution items; look to cooperation opportunities with China's pilot base. For example Producer: Consider participating in the construction of China's pilot base through methodology licensing, joint venture construction, etc. , and enjoy policy dividends. supply chain enterprise: Focus on the development of upstream market demand to high-end equipment and special raw materials; establish strategic cooperation with chemical sector parks. Risk Alert: Focus on the impact of regional fiscal capacity on policy implementation, assess the risk of technical verification failure, and prevent homogeneous competition. Makes sense, right?. The construction of China's chemical pilot base marks that the global chemical sector has entered a new stage of competition and cooperation. Overseas companies should actively participate in the manufacturing transformation and develop win-win opportunities.