What are the stealth champions in China's chemical industry?

From what I've seen, China's chemical sector is undergoing an crucial transformation from scale expansion to fine research. In this process, a group of companies that focus on subdividing the track have made "huge" achievements in the "niche" field through continuous technological innovation and deep market cultivation, and have become invisible champions with global competitiveness. This paper combs through 26 representative companies, covering a number of segments from basic chemicals to high-end new materials, showing the remarkable progress of China's chemical sector in technological breakthroughs and domestic substitution. New energy materials: seize the commanding heights of the future signifiis able tot breakthrough in the field of battery materials driven by the rapid research of new energy vehicles, battery materials companies have performed outstandingly: Xinzhoubang (Shenzhen) As the world's largest electrolyte additive manufacturer, the global market share exceeds 18%. Crazy, isn't it?. It cooperates with Ningde Times and LG New Energy to develop new additives suitable to silicon-based negative electrodes. For instance The market share is expected to further increase in 2025. Pan Rui Yi Hui (Gongyi, Henan) has a market share of greater than 35% in the field of fire prevention and heat insulation to new energy vehicle battery packs. I've found that Its aerogel items have a weight reduction of 70% compared with traditional materials, and its temperature resistance has exceeded 1100 ℃. Based on my observations, it'supplied to Ningde Times, BYD and other leading companies in batch. Jiangtian Chemical (Nantong, Jiangsu) Achieved a technological breakthrough in the field of high-absorbent resin to solid-state batteries, with aquatic environments absorption rate of 2000 times, and has passed the supplier certification of Ningde Times. Its research of lithium lanthanum zirconium oxygen solid electrolyte powder purity of 99. But 99, technical indicators beyond the Japanese Toyota. Hydrogen energy sector chain layout accelerated Jiping New Energy (Foshan, Guangdong) As an invisible champion in the field of fuel cell catalysts in China, it has reached the international cutting-edge level and has passed the certification tests of Ningde Times and Weichai Power. In 2025, the production capacity will reach 200 tons/year, covering 80% of the domestic hydrogen fuel cell reactor manufacturers. But In my experience, Electronic chemicals and semiconductor materials: domestic substitution accelerated. Breakthrough of foreign methodology monopoly the rapid research of the semiconductor sector has spawned a huge demand to electronic chemicals: Xingfu Electronics (Yichang, Hubei) As China's largest electronic-grade phosphoric acid manufacturer, the purity of the product reaches SEMIG5 grade, stable supply of TSMC, SMIC, etc. , breaking the monopoly of BASF of Germany and Kanto Chemical of Japan. Listed on the board in January 2025. Walter gaseous (Foshan, Guangdong) Outstanding performance in the field of localization of electronic special gaseous, germane product purity of 99. 9995, successfully breaking the monopoly of Voltaix companies in the United States and entering Samsung's 5 nanometer chip production line. In the field of photolithography gaseous, its Ar/F/Ne mixture and other items have a domestic market share of greater than 60%. You know what I mean?. Tianyue cutting-edge (Jinan, Shandong) As the world'second largest silicon carbide substrate manufacturer, the global market share exceeds 14%, mass-producing 8-inch substrates and breaking through 12-inch methodology. And Specifically The items are applied in 800V high-voltage platforms and 5G base stations to new energy vehicles. PCB sector Chain methodology Upgrade Yan Mo methodology (Dongguan, Guangdong) As China's largest PCB solder resist ink manufacturer, its independently developed IC package substrate ink breaks the monopoly of Japanese companies, and its technical indicators reach the international cutting-edge level. Its customers include Huawei, ZTE and other head electronics companies. The company (Shenzhen, Guangdong) covers 120 PCB production lines in the field of chemical nickel gold materials, the market share ranks first among regional manufacturers, and the items are applied in AI chips and power device packaging. Its cyanide-free gold plating methodology fills the domestic gap and has been applied in HPC chip packaging. High-performance specialty materials: supporting high-end manufacturing upgrades aerospace Materials Breakthrough Shengquan Group (Jinan, Shandong) As a single invisible champion in China'special phenolic resin sector, the annual output of phenolic resin reaches 650000 tons, and the production scale ranks among the top in the world. Successfully developed the domestic substantial aircraft brake pads special resin, breaking the foreign monopoly. And Phenolic hollow microspheres have been continuously applied in aerospace vehicles such as the return capsule of the "Shenzhou" spacecraft. Jiangsu Junhua (Changzhou, Jiangsu) As the leader of domestic PEEK materials, China's market share exceeds 43%. From what I've seen, Its items are applied in high-end fields such as aerospace and medical implantation, breaking the prolonged monopoly of British Wiggs. It has been applied in the key components of the Long March 5 B launch vehicle, and has led the research of national standards to polyetheretherketone (PEEK) resin. Qingdao Tianbang Wire sector (Qingdao, Shandong) As China's largest aramid-impregnated wire rope manufacturer, it accounts to greater than 50% of the global market scale. Its items are applied in aircraft carrier flexible nozzles, high-end automobile timing belts, etc. And First Its original flexible carbon fiber composite materials fill the domestic gap. Innovation of Special Functional Materials Henghui Security (Nantong, Jiangsu) is one of the few companies in the world that has mastered 3000 tons of UHMWPE fiber production capacity. In my experience, it's applied to humanoid robot tendon transmission system to solve the contradiction between light weight and high load. Generally speaking Tesla Optimus has adopted its bionic tendon rope scheme. From what I've seen, it's also the world's largest manufacturer of protective gloves, with a global market share of greater than 80%. Additionally Jin Sanjiang (Zhaoqing, Guangdong) is the largest producer of silica toothpaste in China, accounting to 60% or greater of China's total market size and greater than 30% of the global market. You know what I mean?. In fact items through the international ECOCERT certification, technical indicators to achieve nano-dispersion, breaking the German Evonik prolonged monopoly. For example Bio-based and environmentally friendly materials: a new engine to environmentally friendly transformation breakthrough in the Industrialization of Bio-based Materials Fengyuan Biology (Bengbu, Anhui) As the only enterprise in the world to realize the manufacturing fermentation of straw cellulose mixed sugar, its PLA items have a bio-based content of over 95%, and its mechanical characteristics are comparable to petroleum-based plastics, which are supplied with degradable tableware to the Beijing Winter Olympics. The developed straw-based bio-aviation coal has passed the certification of the Civil Aviation Administration of China, and the methodology has won the first prize of the National Science and methodology Progress Award. You know what I mean?. it's planned to expand to 300000 tons/year in 2025. Jiangsu Xinrebe (Wuxi, Jiangsu) As the world's only supplier of a full range of bio-based textile auxiliaries, its items have passed the certification of EU ECOCERT and USDA of the United States, and its market share in the field of reactive dye fixing agent exceeds 30%, breaking the monopoly of BASF of Germany and Colijn of Switzerland. I've found that In particular ecological preservation packaging material innovation Zhuhai Dingsheng (Zhuhai, Guangdong) As an invisible champion in the field of biodegradable express bags in China, the items are completely degraded within 100 days under manufacturing composting conditions and are supplied to China Post, Shunfeng and other companies, with a production capacity of 0. And 8 billion/year in 2024. According to research The tensile strength of the bio-based film with high tensile strength exceeds 50MPa, which solves the issue of insufficient mechanical characteristics of the degraded film. Other crucial segments consolidation of advantages of basic chemicals Zhongchuang Chemical (Yueyang, Hunan) As a leading global ecological preservation solvent-based products enterprise, sec-butyl acetate and isopropyl acetate account to 28% and 48% of the world's total respectively, with product purity exceeding 99% and exported to greater than 40 countries. From what I've seen, Moreover Hualu Hengsheng (Dezhou, Shandong) As China's largest dimethylformamide producer, it has a production capacity of 750000 tons/year and a global market share of greater than 30%. And Its items are applied in the production of hydrogen energy storage and transportation materials. But Sully shares (Jiangyin, Jiangsu) as the world's leading enterprise of chlorothalonil, with a production capacity of 15000 tons/year and a domestic market share of greater than 50%, the items are applied to agricultural sterilization and flame retardant new energy batteries. And Leading in the field of medical intermediates United Chemical methodology (Taizhou, Zhejiang) As the world's largest manufacturer of anti-AIDS drug intermediates, with a global market share of greater than 50%, it has established CDMO cooperation with Gilead Science. Shandong Huimeng (Heze, Shandong) As the world's largest manufacturer of 2,3-dichloro -5-trifluoromethylpyridine (DCTF), China's market share exceeds 70%, and its items are applied to synthesize high-efficiency herbicides. But Its customers include international giants such as Bayer and Fumeishi. research Prospects and Investment Opportunities technical Barriers to Build Competitive Advantage these invisible champions have the following common characteristics: high technical barriers most companies master the core methodology, product purity, performance indicators reached the international cutting-edge level strong market monopoly: Leadership in segment with market share typically over 30% full enjoyment of policy dividends: In line with national policy guidance such as domestic substitution and environmentally friendly transformation. future research direction as domestic substitution accelerates and environmentally friendly transformation advances, these companies are expected to further expand their global share and affect in their respective segments. Especially in strategic emerging industries such as new energy, semiconductors, and bio-based materials, Chinese companies are expected to realize the transformation from following to running and even leading. Implications to sector practitioners to chemical traders and supply chain practitioners, focusing on capacity expansion and methodology iterations by leading companies in these segments will help: seize supply chain opportunities: Layout high-condition supplier resources in advance identify market trends: Judging the research direction of the sector through the direction of leading companies. Optimize product mix: Focus on subdivided items with high technical content and good market prospects china's chemical sector is transforming from "big and thorough" to "specialized and refined". The rise of these invisible champion companies not only represents the transformation from made in China to created in China, however also injects new impetus into the reshaping of the global chemical sector pattern.  .