A new journey starts in spring, and we move forward together. The year 2026 marks the beginning of the 15th Five-Year Plan and is a crucial period for China’s manufacturing industry to move further towards high quality and high added value. As a global technology platform focused on surface performance materials, Global New Material International Holdings Limited (stock code: 06616.HK) is based on the national strategic orientation, closely follows the main line of industrial upgrading, and deeply integrates into the construction process of the emerging pillar industry of new materials with real and implementable material innovations.

Clear policy orientation is multiplied by industrial opportunities. At the National Conference on Industry and Information Technology held at the end of 2025, new materials were explicitly listed as a key emerging pillar industry to be cultivated during the 15th Five-Year Plan period, emphasizing technological breakthroughs to drive industrial leaping development. Based on long-term technological accumulation and global research and production synergy, GNMI has developed multi-scenario implementation capabilities in high-growth sectors such as new energy, consumer electronics, green buildings, and high-end beauty. Facing the new journey of the 15th Five-Year Plan, Global New Material International will continue to advance the technological leap and boundary expansion of core materials, with more efficient and greener material solutions to help China’s new materials industry take a more proactive position in the global value chain.

Policy support: Core products enter the new materials track encouraged by national authority

New materials are positioned as the “technological cornerstone” of emerging industries at this national industry and information technology work conference, and the core products of Global New Material International happen to be deeply in line with the policy direction. GNMI has long been engaged in the research and development and manufacturing of high-end functional materials such as pearlescent materials and synthetic mica. Its product range not only covers traditional industrial fields, but also is widely used in emerging markets such as new energy vehicles, high-end cosmetics, consumer electronics, green buildings, etc.

High-quality artificial crystal materials have been included in the encouraged category of the Catalogue for the Guidance of Industrial Structure Adjustment (2024 Edition). One of GNMI’s core products – synthetic mica-based high-quality artificial crystal materials – falls within the above-mentioned encouraged industry category. Synthetic mica has been included in the Industrial Foundation Innovation and Development Catalogue (2021 Edition), and GNMI is also the undertaking unit of the “Key Basic New Materials – Synthetic Mica Project” of the Ministry of Industry and Information Technology’s Industrial Foundation Strengthening Project. This means that the technology route of Global New Material International is highly consistent with the national industrial upgrading strategy orientation and naturally has the policy adaptability to align with the “Action to Develop and Expand Emerging Industries”.

Strategic fit: The full-chain technical background of surface performance materials

As a national high-tech enterprise and a specialized, refined, distinctive and innovative “little giant”, Global New Material International has always focused on the innovation and commercialization of surface performance materials in its business layout:

• Core product matrix: Pearlescent effect pigments, mica functional fillers, cosmetic actives, industrial functionalmaterialsand new energy functional materials covering natural mica, synthetic mica, flake alumina, glass flakes, silica and other substrates, forming a full range of high, medium and low-end product portfolio;
• Technical barriers: Master the full-process vertical integration capability from material base, surface functional modification to terminal formulation, possess multiple core patents, and participate in the formulation of multiple international standards;
• Global layout: By integrating resources such as Merck Surface Solutions Business (SUSONITY) and South Korea CQV, GNMIhas established six production bases and nine R&D centers in multiple countries and regions including Germany, the United States, Japan, South Korea and China. Its sales network covers more than 150 countries and regions worldwide, forming an integrated synergy network of R&D – manufacturing – marketing.

Industry resonance: Material innovation links with emerging industry application scenarios

In the emerging industries focused at this conference, Global New Material International has achieved multi-scenario application:

• New Energy: Pearlescent materials are integrated into BIPV color photovoltaic modules, enhancing the aesthetic value of low-carbon scenarios and promoting the popularization of building-integrated photovoltaics, which have been implemented in multiple green building projects in Germany, South Korea, etc.
• Smart Electronics and new displays: Its high-end pearlescent materials provide an upgraded solution for the appearance and texture of smart electronic devices and new display panels, meeting the dual upgrade demands of “appearance level + performance” in consumer electronics; With pigments suitable for radar coating optimization, it can be used as a transparent coating for autonomous driving, providing a guarantee for precise perception of intelligent driving;
• Automotive industry: Weather-resistant pearlescent materials are widely used in automotive topcoats. Through global research and production collaboration, a technological upgrade of automotive-grade high-end pearlescent materials has been achieved, becoming a key partner in the supply chain of international automakers.

Move towards the future: Building a Global Materials Ecosystem Anchored in the “15th Five-Year Plan”

Facing the new industrial pattern initiated by the national “15th Five-Year Plan”, and riding on the new journey of 2026, Global New Material International will take the new journey as a starting point, work hard and strive to be the first, continuously deepen the two strategic directions, and comprehensively enhance the core competitiveness and industry leadership of the enterprise. On the one hand, GNMI will focus on promoting technological iteration and innovative application of core products such as synthetic mica and pearlescent materials in strategic emerging fields such as new energy and low-carbon environmentally friendly buildings. By increasing investment in research and development and breaking through key technological bottlenecks, it will continuously enhance the independent controllability of core materials and ensure the security and stability of the industrial chain. On the other hand, relying on its global R&D and manufacturing network, GNMI will further strengthen its high value-added business segments, including emerging tracks such as cosmetic actives and high-end industrial specialty coating materials, and is committed to creating new material solutions across industries and scenarios. With innovative materials technology, it aims to assist multiple industries such as new energy, high-end manufacturing, beauty and health in achieving the dual strategic goals of product quality upgrading and green low-carbon transformation. In the new journey of 2026, it will resonate with national development and strive to write a new chapter for the new materials industry.