II. Second Tier: Rapid Growth (CAGR 15%~30%, Driven by Both Policy + Demand)

1. New Energy Storage + Hydrogen + Photovoltaics/Offshore Wind (New Energy System)

 

- Energy storage: long-duration flow batteries, residential energy storage, industrial and commercial energy storage, grid peak-shaving energy storage; wind and solar installation continues to expand, and the demand for energy storage is rigid.
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- Hydrogen: green hydrogen production, storage and transportation, hydrogen-energy equipment for heavy-duty trucks/ships, covering industrial decarbonization hard-hat scenarios.
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- Offshore wind: deep-sea floating wind turbines, domestic production of offshore cables, with key deployments in coastal provinces.
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- Core logic: long-term national policies for dual carbon goals, independent energy security, and steadily growing overseas export demand.

2. Semiconductor Localization to Replace Imports (A Rigid Need for Technological Self-Reliance)

- High-growth sub-sectors: semiconductor equipment, photoresists/targets/special gases, advanced packaging Chiplet, automotive-grade chips, and memory chips.
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- Momentum: fully autonomous 28nm mature process; accelerated breakthroughs in equipment and materials for advanced processes; the AI computing power boom further boosts chip demand, with the growth rate of segmented consumables rising by 40%+.

3. Biomanufacturing + Innovative Biopharmaceuticals (Aging Population + a Manufacturing Revolution)

1. Synthetic biology/biomanufacturing: AI-enabled fermentation, bio-aviation fuels, bio-based materials, replacing traditional high-pollution chemical products; part of the 15–7 major future industries, with a long-term market space of $30 trillion.
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2. Precision medicine: gene/cell therapies, mRNA vaccines, AI pharmaceutical development, in vitro diagnostics (IVD), and elderly chronic disease management; population aging is pushing healthcare to shift from “treating diseases” to “prevention.”

4. Intelligent and Connected New-Energy Vehicles + Autonomous Driving

- Sub-sectors: high-level intelligent driving domain controllers, in-vehicle LiDAR, automotive-grade chips, exporting complete vehicles overseas, battery swapping services, and intelligentization of the automotive aftermarket.
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- Logic: domestic penetration continues to rise, while overseas exports expand in volume; L2+/L4 autonomous driving commercial vehicles are the first to be rolled out.