2. Textile and Garment Industry: Policy Subsidies and Clustering Multiplier Effect
The rapid development of Xinjiang's textile and garment industry benefits from the cost optimization effect of systematic policy subsidies and the synergistic innovation effect of industrial clustering, which together constitute the core driving force for promoting high-quality industrial development.
In terms of policy subsidies, Xinjiang has significantly reduced enterprise operating costs through multi-dimensional subsidy policies. Freight subsidies, as a key measure, cover the entire chain of cotton and textile products leaving Xinjiang, as well as terminal garments, with subsidy standards differentiated according to product types, comprehensively covering key links such as production, logistics, labor, and technology, effectively enhancing enterprise competitiveness.
1. Upstream: Resource Endowments
As a national strategic base for energy resources, Xinjiang's upstream resource endowments in the composite materials industrial chain feature multiple categories, high reserves, and wide distribution, mainly covering key raw materials such as silicon-based, basalt (carbon-based), titanium-based, copper-based, and aluminum-based materials. The "multi-point distribution, regional concentration" raw material map provides geographical resource guarantees for the composite materials industry.
| Enterprise Name | Project Content | Location | Industrial Chain Link |
|---|---|---|---|
| Hoshine Silicon Industry | Full industrial chain production of silicon photovoltaics (from quartz stone to photovoltaic panels) | Central Xinjiang | Silicon-based composite materials |
| Jiangsu Xuankun | Basalt industrial park (R&D, testing, automotive lightweight products) | Qitai County | Carbon-based composite materials (basalt fiber) |
| Xinjiang Longju | T400-T1000 carbon fiber production line (8 carbonization workshops, 16 production lines) | Ganquanbao Economic and Technological Development Zone | Carbon fiber |
| Huatai/Xiangsheng | High-performance titanium and titanium alloys, aviation-grade sponge | Hami | Titanium-based materials |
2. Midstream: R&D Production and Technological Innovation Capabilities
Xinjiang's composite materials industry has achieved multi-dimensional breakthroughs in R&D production and technological innovation in the midstream links, with continuous improvement in core technological indicators, synergistic promotion of technology introduction and independent innovation driven by policies, and significant capacity scale and competitive advantages.
In terms of technological level, key breakthroughs have been achieved in the field of basalt fiber.
| Material Type | Enterprise/Institution | Technological Breakthrough | Performance Improvement/Indicator |
|---|---|---|---|
| Basalt Fiber | Xinjiang Institute of Physics and Chemistry | Fiber crack surface passivation and repair technology | Single filament strength increased by 30%, strand strength increased by 235% |
| Basalt Fiber | Xinjiang Institute of Physics and Chemistry | AI technology to establish melt viscosity-temperature relationship model | Precise control of the fiber formation process |
| Basalt Fiber | Xinjiang Tuoxin Basalt Industrial Co., Ltd. | 400-hole bushing design | Production of 13-micron diameter fiber filaments |
| Basalt Fiber | Green Building Materials Enterprises | New high-performance tank furnace drawing technology | Single-line production capacity of 20,000 tons/year, production cost reduced by 30% |
| Carbon Fiber | Xinjiang Longju New Materials Co., Ltd. | T400-25K carbon fiber production line | Full-capacity production |
| Carbon Fiber | Xinjiang Longju New Materials Co., Ltd. | T700-24K high-performance carbon fiber production line | Mass production in August 2024 |
| Carbon Fiber | Xinjiang Longju New Materials Co., Ltd. | Future plan | Promote industrialization of T800, T1000, and high-strength high-modulus carbon fibers |
| Aluminum Alloy Composite Materials | Academician Zhang Di's Team | Aluminum alloy nanocomposite technology | Breakthrough in the contradiction between strength and conductivity of conductive aluminum alloys |
| Aluminum Alloy Composite Materials | Academician Zhang Di's Team | Nano-surface functional gradient coating technology | Reduced corona loss and improved weather resistance |
3. Downstream: Multi-field Applications and Market Demand Potential
Composite materials have a wide range of downstream applications, covering multiple fields such as new energy, automotive industry, aerospace, rail transit, building and municipal infrastructure, and water conservancy and power. Their excellent properties such as light weight, high strength, and corrosion resistance promote their gradual replacement of traditional materials in various fields. In the new energy field, wind turbine blades, photovoltaic brackets, and modules are core application scenarios. For example, the basalt fiber production line project in Mulei County specifically develops basalt fiber-reinforced composite materials for photovoltaic brackets, while carbon fiber is widely used in wind power generation, hydrogen energy, and other new energy industry links. In the automotive industry, there is significant demand for lightweight vehicle bodies and aluminum heat transfer materials. In 2023, the demand for aluminum heat transfer materials in China's new energy vehicle industry reached 189,000 tons, and is expected to grow to 330,000 tons by 2026, with a compound annual growth rate (CAGR) of 20.42%. The aerospace field relies on composite materials to achieve weight reduction and performance improvement, such as in the manufacture of aircraft components and engine blades, where carbon fiber and basalt fiber are deeply applied. In the rail transit field, carbon fiber is used in the manufacture of high-speed train and high-speed rail动车 components; in the building and municipal infrastructure field, basalt fiber can be used to produce composite reinforcement bars and composite pipes, which are applied in water conservancy and transportation projects. Its composite pipes have huge potential in the Central Asian saline-alkali land market due to their service life of over 50 years, and have achieved an annual output value of 50 million yuan.
1. New Energy Industry: Dual-wheel Layout in Power Generation and Equipment Manufacturing
Investment in Xinjiang's new energy industry should focus on a "dual-wheel drive" of power generation and equipment manufacturing, and build a full industrial chain development pattern relying on resource endowments and policy support.
| Base Name | Scale Level | Construction Status | Supporting UHV Corridor |
|---|---|---|---|
| Zhundong New Energy Base | 10-million-kilowatt-class | Under planning and construction | "Power Transmission from Xinjiang" corridor |
| Hami North New Energy Base | 10-million-kilowatt-class | Under planning and construction | "Power Transmission from Xinjiang" corridor |
| Kashgar New Energy Base | 10-million-kilowatt-class | Under construction | - |
| Northern Tianshan New Energy Base | - | Under construction | - |
| Southern Taklimakan Desert Wind Power and Photovoltaic Base in South Xinjiang | Large-scale | Under evaluation | - |
| "Hami-Chongqing" Supporting Wind Power and Photovoltaic Base | 10-million-kilowatt-class | Under construction | "Hami-Chongqing" UHV corridor |
| Wind Power and Photovoltaic Base from South Xinjiang to Southwest China | Large-scale | Under construction | UHV power transmission corridor from South Xinjiang to Southwest China |
In the field of equipment manufacturing, focus should be placed on technology-oriented enterprises and localized industrial chain layout
.