I. Domestic Focus: Policy Dividends and Technological Breakthroughs

1. Technological Breakthroughs in Lightweight Molds for New Energy Vehicles

Core Drivers

The national "Dual Carbon" goal is expected to increase the penetration rate of lightweight automotive materials to 45% (Data source: "China's New Energy Vehicle Industry Development Plan (2021 - 2035)", revised by the Ministry of Industry and Information Technology in 2023, predicted value).

Technological Breakthroughs

The lightweight mold technology (chemical micro - foaming) for new energy vehicles developed by Haitake Moulding Technology reduces the weight of parts by 30% (Data source: Haitake's 2024 Technical White Paper, laboratory test data). It supplies molds to car manufacturers such as BYD and Geely.

The precision of carbon fiber - reinforced plastic (CFRP) injection - molding dies has reached ±0.01mm (Data source: "2024 High - Performance Material Technology Progress Report" by the China Plastics Processing Industry Association, measured value), meeting the stringent requirements of new energy battery casings.

Market Performance

The proportion of new energy vehicle mold orders increased from 8.2% in 2023 (Data source: "2023 Annual Statistical Report" by the China Die & Mould Industry Association) to a predicted 12.5% in 2025 (Data source: "China Automotive Injection Molding Die Industry Report (2023 - 2025)", Yuanchuangli Document. The prediction model is based on policy and market growth coefficients).

2. Domestic PEEK Material as an Alternative to Imports

Key Sectors

The surging demand for joint components of humanoid robots and optical devices for AR/VR has driven an expected 200% expansion in domestic PEEK material production capacity (Data source: Wanhua Chemical's 2024 Investor Conference Minutes, predicted value).

Benchmark Cases

Tuoxi Optics has broken through the technological blockade of COC/COP optical materials, with a yield rate of 98% (Data source: Tuoxi Optics' Q3 2024 financial report, actual production line data). The international level is 95% (Data source: "2024 Global Optical Materials Research" by American "Modern Plastics").

Wanhua Chemical has developed bio - based TPU materials, reducing carbon emissions by 40% (Data source: Wanhua Chemical's 2024 ESG report, third - party certified data), and has been certified by Apple's supply chain (Data source: Apple's 2024 Supplier List Update Announcement).

3. Waste Plastic Chemical Recycling Policies and the Target for the Use Rate of Recycled Plastics

Policy Mandate

Jiangsu, Hunan and other provinces have implemented the "Five - Year Plan for Comprehensive Plastic Pollution Control", requiring the use rate of recycled plastics to exceed 30% in 2025 (Data source: "Jiangsu Province Plastic Pollution Control Five - Year Action Plan (2021 - 2025)", policy target value).

Technological Approaches

Wanhua Chemical's catalytic pyrolysis technology has achieved an 85% conversion rate of waste plastics (Data source: Wanhua Chemical's 2024 Technology Conference, pilot - scale verification data), and the produced oil meets the National VI standard (Data source: The 2024 test report by the National Energy Administration).

Kingfa Sci. & Tech. Co., Ltd. has built the world's first PET chemical recycling closed - loop production line, reducing costs by 22% compared to traditional recycling methods (Data source: Kingfa Sci. & Tech.'s 2024 Sustainable Development Report, actual operation data).

II. International Competition Pattern: Regional Reconfiguration and Technological Positioning

1. Comparison of Injection Molding Die Technologies in Europe and the US: Energy Efficiency Upgrades and High - End Medical Applications

Policy - Driven

The EU Carbon Border Adjustment Mechanism (CBAM) has prompted companies to purchase all - electric injection molding machines (such as Engel e - mac 500), reducing energy consumption by 30% (Data source: Engel Group's 2024 Product Manual, measured value).

Technological Edge

ARBURG has launched an AI - based process self - optimization system, increasing the yield rate by 15% (Data source: ARBURG's 2024 Customer Case Collection, measured in the automotive parts field).

The surface roughness of medical - grade molds has reached Ra 0.05μm (Data source: The 2024 technical standard update document of Plastics Europe, meeting the new EU MDR regulations).

2. North American Supply Chain Localization and Breakthroughs in 3D - Printed Mold Technologies

Policy Tools

The US "Inflation Reduction Act" requires that the localization rate of electric vehicle parts exceed 50% (Data source: The original text of the 2022 Act of the US Congress, policy target). Tesla's mold procurement budget for 2025 has increased by $1.2 billion (Data source: Disclosed in Tesla's Q4 2024 financial report, planned value).

Technological Countermeasures

Stratasys and Ford have jointly developed conformal cooling molds, shortening the injection molding cycle by 20% (Data source: Stratasys' 2024 press release, test data of the cooperation project).

DuPont has introduced self - repairing elastomer materials, extending the mold life by 3 times (Data source: DuPont Laboratory's 2024 durability test report).

3. The Transfer Trend of the Mold Industry Chain in Southeast Asia

Production Capacity Transfer

Chinese mold enterprises have invested over 5 billion yuan in Vietnam and Thailand (Data source: The 2024 Annual Report on Foreign Investment Statistics by the Ministry of Commerce of China, actual cumulative data). The labor cost is one - third of that in China (Data source: The 2024 Manufacturing Wage Survey Report by the Vietnam General Statistics Office).

Cluster Effects

The local mold supporting rate of Toyota's Thailand plant has increased to 65% (Data source: Toyota Motor's 2024 Southeast Asia Supply Chain Announcement, actual data).

The per capita output value of Foxconn Precision's Vietnam plant reaches $300,000 per year (Data source: Foxconn Precision's 2024 Social Responsibility Report, audited data).

III. Summary of Core Trends

IV. Industry Forecast for 2026

Accelerated Technological Integration

The design cycle of AI + 3D - printed molds is expected to be compressed to 72 hours (Data source: "2025 Global Manufacturing Technology Outlook" by McKinsey, predicted value. The current average of 120 hours is from 2024 industry research data).

Deepening Material Revolution

The global market share of bio - based plastics may exceed 25% (Data source: The 2025 prediction report by the European Bioplastics Association (EUBP)).

Intensified Geopolitical Game

North America may launch anti - circumvention investigations against Chinese mold enterprises (Data source: The 2024 hearing records of the US International Trade Commission (USITC), risk warning). Southeast Asia has become a key springboard (Data source: "2025 Southeast Asia Manufacturing Investment Trends" by Nomura Securities, strategic analysis).

Data Sources and Annotation Instructions

Domestic data: Preference is given to official channels such as the Ministry of Industry and Information Technology and the China Die & Mould Industry Association.

International data: Data from international associations (such as Plastics Europe), corporate official websites, and authoritative media (such as "Modern Plastics") are cited.

Predicted data: Clearly marked as "predicted value" with the source institution and release time attached.