Institution: In May, the investment amount in China's five emerging technology industries, including semiconductors and new energy, reached 367.9 billion yuan

In today's increasingly fierce global technological competition, the Chinese government attaches great importance to technological innovation and regards it as an important strategy for national development. Especially in the fields of semiconductors, new energy, etc., the government not only provides policy support but also encourages private capital investment.

Recently, market research firm CINNO Research released a report on the investment status of China's emerging technology industries, revealing the investment overview of the five major emerging technology industries in China, including semiconductors, optoelectronic displays, circuit boards, consumer electronics, and new energy, in May 2024. The report shows that the total investment in these five industries reached 367.9 billion yuan in May, but compared to the same period last year, this figure decreased by 54.7%.

Among the five emerging technology industries, the semiconductor industry remains one of the key investment areas. Although the overall investment amount has decreased, the semiconductor industry remains a hot spot for capital pursuit. With the increase in power consumption of computing chips, higher requirements have been put forward for the performance of power semiconductors. Third generation semiconductor materials such as SiC and GaN have shown extensive application potential in multiple fields due to their excellent performance. At the same time, the construction of domestic wafer fabs is booming, and 12 inch wafer fabs are gradually becoming the mainstream of the market.

The new energy industry is also receiving attention from investors. The new energy industry, as an important force driving global energy transformation, has also maintained a high level of investment enthusiasm in China. According to the "2024 Energy Transition Investment Trends" report released by Bloomberg New Energy Finance (BNEF), China dominates global energy transition investment, with investment reaching $676 billion in 2023, accounting for 38% of the global total. The new energy industry, including multiple sub sectors such as renewable energy, energy storage, and hydrogen energy, has shown strong investment resilience.

As a field closely connected to consumers' daily lives, the investment dynamics of optoelectronic displays and consumer electronics industry have also attracted market attention. Despite the impact of global economic conditions and changes in market demand, the investment amount in these two industries decreased in May, but technological innovation and industrial upgrading remain the main driving forces for industry development.

In the circuit board industry, as a bridge connecting electronic components, the circuit board industry plays an important role in the electronic manufacturing industry chain. With the development of electronic products towards miniaturization and high density, the technical requirements for circuit boards are also increasing. However, due to global economic fluctuations and changes in downstream market demand, investment in the circuit board industry also exhibits certain volatility.

From the perspective of investment trends, although the total investment in China's five emerging technology industries in May decreased by 54.7% year-on-year, this does not mean that these industries have lost their investment value. On the contrary, with the intensification of global technological competition and the acceleration of energy transformation, these industries still have broad development prospects and enormous market potential.

However, the decrease in investment amount also reflects the uncertainty of the current market environment and investors' cautious attitude towards risk. Under the influence of global economic fluctuations, geopolitical conflicts, and external factors such as high interest rates and inflation, investors pay more attention to risk control and return stability when making investment decisions.

At present, China's five emerging technology industries still face enormous development opportunities and challenges. On the one hand, with the continuous advancement of technological innovation and industrial upgrading, these industries are expected to achieve faster development; On the other hand, changes in the global economic situation and market demand will also have a profound impact on the industry.

Therefore, for investors, while paying attention to industry development trends, they also need to closely monitor market dynamics and policy changes, and adjust investment strategies and risk control measures in a timely manner. At the same time, the government and enterprises also need to strengthen cooperation and communication to jointly promote the healthy development and sustainable growth of the industry.

Article source: Chemical Instrument Network