Research on Safety Strategy on New Materials Industrial Development
Chinese Journal of Rare Metals | Vol.50, Issue 8, 2026 |
pp. 1219-1229
As a fundamental pillar for fostering new quality productive forces, constructing
a modern industrial system and safeguarding national comprehensive security, the new
materials industry underpins the core competitiveness of high-end manufacturing and
cutting-edge technologies. Today's global industrial landscape is undergoing profound
restructuring driven by four pivotal forces:intensifying geopolitical competition,
worldwide carbon peaking and carbon neutrality transitions, in-depth integration of
digital and intelligent technologies, and targeted iteration of materials spurred
by diverse downstream application scenarios. In parallel, artificial intelligence,
big data and high-throughput computing are revolutionizing the traditional trial-and-error
R&D paradigm of materials science, enabling data-driven material screening, inverse
structural design and intelligent process optimization to drastically cut research
cycles and experimental costs. This paper systematically sorted out the opportunities
and structural risks confronting the global new materials industry, and thoroughly
reviewed the strategic arrangements rolled out by the United States, the European
Union, Germany, the United Kingdom, Japan and Russia in 2025 and 2026. U.S. tied new
materials closely to national defense and technological security, launching special
programs including Crystal Palace and Carbon Crunch for military advanced materials,
and consolidated independent supply chains for semiconductor materials through the
CHIPS and Science Act, alongside initiatives to supervise critical mineral resources
and apply AI to accelerate material innovation. EU centered its strategy on European
strategic autonomy and green transformation, advancing the Advanced Materials Act
and the Critical Raw Materials Act to diversify mineral supply, developed circular
materials and set global green trade standards. Germany, UK, Japan and Russia had
also introduced targeted national plans respectively, focusing on technological sovereignty,
digitalized material R&D, military-civilian integrated innovation, rare earth recycling
and import substitution amid geopolitical sanctions. After years of policy support
and technological accumulation, China had achieved remarkable breakthroughs in lithium
battery materials, rare earth functional materials and general carbon fibers, with
a batch of national key innovation platforms and specialized sophisticated enterprises
cultivated. Nevertheless, prominent internal and external vulnerabilities persisted.
Externally, fierce global technological competition and restrictive trade policies
created severe "bottleneck" risks, as high-end photoresists, single-crystal superalloys,
core manufacturing equipment and other strategic materials still relied heavily on
imports, and China lacked sufficient discourse power in formulating international
material standards. Targeting six core strategic fields with prominent security risks,
this study proposed targeted development frameworks for self-reliant industrial construction.
For micro-nano electronic manufacturing, it highlighted localized substitution of
bottleneck materials such as photoresists and electronic specialty gases, alongside
R&D of low-dielectric materials and wide-bandgap semiconductor supporting materials
to match advanced packaging and high-performance chip demands. For aerospace, it advocated
full-chain independent manufacturing of high-performance carbon fibers, single-crystal
superalloys and ceramic matrix composites to satisfy extreme service conditions of
hypersonic vehicles and reusable rockets. For robotics and sensors, priorities covered
lightweight structural alloys, rare earth permanent magnets and flexible sensing materials
to support bionic robots and precision perception systems. In advanced nuclear energy,
the paper stressed breakthroughs in radiation-resistant cladding materials and low-activation
structural alloys to support fourth-generation reactors and space nuclear power sources.
For marine engineering equipment, corrosion-resistant high-strength steel and deep-sea
functional materials were key to advancing polar vessels and offshore renewable energy
infrastructure. To systematically resolve industrial security challenges, this paper
put forward multi-dimensional countermeasures covering five core dimensions. First,
innovation-driven development shall be strengthened via the new whole-of-nation system
to tackle generic bottleneck technologies, improve the commercialization system of
scientific achievements and optimize intellectual property management for strategic
materials. Second, supply chain resilience would be reinforced through domestic mineral
exploration, diversified cross-border resource cooperation, national strategic mineral
reserves and digital risk early warning platforms. Third, an integrated standard system
aligned with international norms shall be established to fill standard gaps in high-end
materials and implement full-lifecycle quality traceability management. Fourth, a
multi-level talent training matrix would be optimized through industry-university-research
integration, performance evaluation reforms and market-oriented incentive mechanisms
to address talent shortages. Fifth, the industrial ecosystem would be upgraded through
targeted policy support for industrial clusters, intelligent production line transformation
and low-carbon circular manufacturing to advance high-end, intelligent and green development
simultaneously. In summary, the safety of the new materials industry constituted an
indispensable foundation of national industrial and scientific security. Faced with
sweeping global industrial reshuffling and fierce international competition, China
must advance coordinated upgrades across technological innovation, supply chain robustness,
standardization, talent cultivation and industrial ecology. The conclusions and suggestions
of this research could provide theoretical reference and practical guidance for constructing
an independent, controllable, safe and efficient new materials industrial system,
consolidating the bottom line of national scientific and industrial security, and
fueling the steady growth of new quality productive forces and the advancement of
new industrialization.
DOI: 10.13373/j.cnki.cjrm.XY26060026 Cited: 0 Download: 0
