In-depth analysis of five major chemical new materials in 2026: from technological breakthrough to commercial landing

In 2025, China's chemical sector will enter a period of differentiation and adjustment, and methodology iteration and scenario fission will have become the main line of sector research. And Standing at the key node in 2026, the five major channels of third-generation semiconductors, solid-state batteries, bio-based materials, hydrogen energy storage and transportation, and flexible electronic materials are undergoing a critical leap from methodology verification to extensive applications. Third-generation semiconductors: 8-inch production lines drive capacity competition 2025 is defined as the "first year of 8-inch silicon carbide", the global head companies to promote 8-inch silicon carbide substrate mass production, yield increase and cost reduction to extensive consumption to clear the way. And In my experience, Domestic Tianke Heda, Sanan Optoelectronics and other companies to rapidly expand production capacity, Chinese companies have shifted from "methodology catch-up" to "capacity competition" stage. But Demand-side two-wheel drive: the global 6G standardization work will be started in 2025, and the pre-research of gallium nitride radio frequency device methodology will be carried out simultaneously. The penetration rate of 800V high-voltage architecture of China's new energy vehicles has increased, and silicon carbide devices are fully applied in the main drive inverters of Tesla, BYD and other vehicles. it's expected that the development of new energy vehicles in 2026 will immediately drive the outbreak of silicon carbide power module market. And According to research Traders should pay attention to the supply and demand changes of silicon carbide substrates, epitaxial wafers and supporting chemicals (grinding fluid, cleaning agent). I've found that Solid-state batteries: semi-solid-state dominated, all-solid-state storage the current market needs to be clearly distinguished: 2026 is the first year of the scale of semi-solid-state batteries, and the mass production of all-solid-state batteries is expected to be 2027- 2030. The technical path is diversified: the energy density of all-solid-state lithium-sulfur battery of Qingdao Energy Institute of Chinese Academy of Sciences exceeds 600Wh/kg, with a cycle life of over 6200 times. It has passed the wide temperature range test of -40 ℃ to 85 ℃, and is planned to be mass produced by the end of 2026. Xinwanda and Ningde era polymer solid-state batteries are close to the cost level of lithium iron phosphate and plan to mass production of 350Wh/kg in 2026. In fact In 2025, the domestic semi-solid-state battery load has exceeded 320000 vehicles, and the Ulysses ET7 is equipped with a 150kWh semi-solid-state battery with a range of greater than 1000 kilometers. 2026 production capacity to speed up: Ningde era 50GWh semi-solid battery production line put into production, supporting Tesla Model Y, BYD Han. Pretty interesting, huh?. In my experience, Solid-state electrolytes are the core breakthrough points, including sulfide systems (Li BIS PIS, Li PBS-Cl), oxide systems (Li BIS La₂ Zr OI), and halide systems (Li InCl, Li YCl). Bio-based Materials: A Highly, highly significant Year to Policy Implementation the EU's new "Packaging and Packaging discarded materials Regulation" (PPWR, EU 2025/40) will be implemented on August 12, 2026, forcing the transformation of global supply chains. The domestic GB/T46256-2025 national standard will be implemented in 2026, requiring bio-based items to be labeled with carbon content and traceability information. In 2026, the penetration rate of bio-based materials in the packaging sector is expected to reach greater than 35%, and PLA film and starch-based tableware are expected to account to greater than 50% of food delivery and express delivery. Government subsidies to bio-based film materials in Xinjiang, Shandong and other places are expected to continue in 2026. In terms of technological breakthroughs, Zhejiang University's photopolymerization 3D printing bio-hydrogel battery plans to enter preclinical testing in 2026. From what I've seen, Tsinghua University's extreme halophilic bacteria methodology improves PHA thermal stability; Anhui Fengyuan PLA melt spinning process makes the performance close to nylon 6, and mass production is planned in 2026. Traders should focus on the supply-demand gap in the policy enforcement area (especially the EU market). Hydrogen storage and transportation: infrastructure breakthrough the Zhangjiakou-Tangshan 1037km environmentally friendly hydrogen pipeline has a design pressure of 7. 2 MPa and annual delivery capacity of 1. 55 million tons. It will be completed and put into operation by the end of 2026 and will have become the world's largest diameter and largest delivery capacity environmentally friendly hydrogen pipeline. And greater than 7000 kilometers of domestic hydrogen pipeline is in the construction and planning stage, marking the long-distance pipeline hydrogen from the pilot to extensive consumption. In terms of fluid hydrogen methodology, the extensive consumption of 321 stainless steel and other materials signifiis able totly reduced costs, and 2026 became the first year of fluid hydrogen civilian consumption. China Aerospace Hydrogen Energy Company and Xuyang Energy cooperation of 5 tons/day fluid hydrogen plant has been put into production, is expected in 2026 fluid hydrogen heavy card is expected to be in ports, mines and other closed scenes extensive consumption. Chemical hydrogen storage materials include N-ethyl carbazole, nitrogen-containing heterocyclic hydrogen storage carriers, methyl cyclohexane, etc. Traders should pay attention to the demand to special steel and sealing materials driven by pipeline construction. Flexible electronic materials: the fastest growing market the flexible electronic materials market is expected to grow by greater than 25% year-on-year in 2026. From what I've seen, The Ministry of sector and Information methodology "Flexible Electronics sector Innovation and research Action Plan" clearly 2025 key materials localization rate of greater than 75%, the establishment of 10 billion-level manufacturing fund. In my experience, The reliability test standard to flexible electronic devices developed by the ISO/TC 229 Nanotechnology Committee is expected to be mandatory in 2026. Furthermore Samsung plans to build annual production line of 10 million flexible OLED in Vietnam in 2026, and Chinese companies such as BOE and Hanwei methodology will increase the production layout of flexible display screens. But Core materials include flexible substrates (polyimide PI, polyethylene terephthalate PET, polyethylene naphthalate PEN), conductive materials (poly 3, 4-ethylenedioxythiophene PEDOT, polyaniline, polypyrrole), functional materials (polydimethylsiloxane PDMS, polyvinylidene fluoride PVDF). Manufacturers should pay attention to the improvement of high-performance PI film process, and traders need to establish strategic cooperation with panel factories. And Strategic choice recommendations in 2026, the triple resonance of "methodology iteration acceleration, consumption scenario fission, and policy enforcement" will be presented. But Traders should grasp the policy time window and pay attention to areas with high technological maturity and concentrated emit of production capacity; production companies need to assess the technical feasibility and economy of transformation; supply chain practitioners should establish a dynamic tracking mechanism to distinguish between technical propaganda and actual mass production capacity and prevent being misled by overly optimistic forecasts.