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

The Ministry of Industry and Information Technology and the National Development and Reform Commission jointly issued the "New Materials Pilot Platform Construction Guide", clearly by 2027, about 300 local new material pilot platforms will be built, and 20 high-level platforms will be cultivated on the basis of merit. Focus on the core technology fields such as hydrogenation, polymerization and fluorination. This policy will fundamentally change the technological transformation efficiency of China's chemical industry and the global competitive landscape.

Policy Impact and the Technology Gap

crack the "pilot chain break" to improve 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 can reach 50%-80%. China has expanded from 53 provincial bases to 300 platforms, and the construction scale has increased by 5.7 times, which will significantly improve the success rate of technology commercialization.

Technology Gap and Catch-up Path

R & D investment comparison: Research and development investment of Chinese chemical enterprises accounts for 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 more than 800 chemical pilot sites in the United States, about 500 in Germany and only 53 in China, but they will catch up quickly according to policy objectives.

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 products completely dependent on imports.

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 technology. The core track includes: comprehensive utilization of ethylene cracking by-products, efficient utilization of phosphate resources, photoresist resin synthesis, nanomaterials manufacturing, etc.

Hundreds of billions of equipment and services market

the construction of 300 pilot platforms will drive a surge in demand for core equipment such as high-end reactors and precision catalysts. At present, it mainly relies on suppliers such as Germany's Nechi and Switzerland's Bucher, with an estimated total investment of more than 100 billion yuan.

import substitution time window

expected high-end polyolefin, electronic chemicals and other fields are expected to catch up with the international advanced level in 5-10 years, catalyst design, green process and other fields more than 10 years to achieve technology independent control..

Strategic recommendations for overseas practitioners

traders: Closely follow the progress of pilot technology, advance the layout of potential import substitution products; look for cooperation opportunities with China's pilot base.

Producer: Consider participating in the construction of China's pilot base through technology licensing, joint venture construction, etc., and enjoy policy dividends.

supply chain enterprise: Focus on the growth of upstream market demand for high-end equipment and special raw materials; establish strategic cooperation with chemical industry parks.

Risk Alert: Focus on the impact of local fiscal capacity on policy implementation, assess the risk of technical verification failure, and prevent homogeneous competition.

The construction of China's chemical pilot base marks that the global chemical industry has entered a new stage of competition and cooperation. Overseas enterprises should actively participate in the industrial transformation and seek win-win opportunities.