Relying on more than 60% of the nation's hydropower resources and strategic mineral advantages in phosphorus, vanadium-titanium, lithium, and rare and precious metals, the three provinces of Yunnan, Guizhou and Sichuan have seen 127 projects in the new energy and new materials sector substantively break ground in 2026, with a total investment of RMB 1,216.8 billion. With the triple superposition of national strategies — the Chengdu–Chongqing Economic Circle, the New Western Land-Sea Corridor, and the Green Energy Demonstration Zone — a complementary industrial ecosystem has taken shape: "Sichuan for lithium batteries + crystalline silicon, Guizhou for phosphorus chemicals + power batteries, Yunnan for green aluminum-silicon + rare and precious metals." The Southwest has now officially become China's third pole of the new energy and new materials industry, after the Yangtze River Delta and the Pearl River Delta.

01

Sichuan Province: RMB 538.7 Billion — Led by the Chengdu–Chongqing Dual-Core Engine, Seizing the Global High Ground Across the Full Industrial Chain

Policy Support

1. Outline of the Plan for Building the Chengdu–Chongqing Twin-City Economic Circle: build world-class industrial clusters for lithium batteries, crystalline-silicon PV, and vanadium-titanium new materials

 2. National Vanadium-Titanium New Materials Industry Innovation Center (Panzhihua): the only national-level innovation center in the vanadium-titanium field in China

3. National Crystalline-Silicon PV Industry Bases (Leshan, Meishan): the world's largest crystalline-silicon PV industry cluster

 4. Chengdu–Chongqing National Hydrogen Energy Industry Demonstration City Cluster: focusing on green hydrogen production, storage & transportation, and fuel cell equipment

 Major Landed Projects

(I) Phase 10 Project of CATL's Yibin Base

Investor: CATL (300750) + Yibin Sanjiang New Area Industrial Investment (JV ratio 8:2) -

Location: Sanjiang New Area,

Yibin - Total investment: RMB 32 billion

 Core capacity: 100 GWh power batteries + 50,000 t/y LFP cathode material

Latest progress: ground-breaking on March 28, 2026; full production by 2028; upon completion, the Yibin base's total capacity will exceed 500 GWh

Chemical equipment involved: reactors/mixing vessels, sand mills, spray drying towers, sintering roller kilns, crushing-classification-packaging lines, NMP recovery distillation columns, pH adjustment tanks, coating machines, roll pressing & slitting

 (II) Tongwei's Leshan 200,000-Ton High-Purity Polysilicon + 30 GW High-Efficiency Module Project

 Investor: Tongwei (600438) + Chengdu–Chongqing Development Fund (RMB 2 billion contribution) 

 Location: Wutongqiao District, Leshan

 Total investment: RMB 21 billion 

Core capacity: 200,000 t/y N-type high-purity polysilicon (purity 99.999999%) and 30 GW TOPCon modules 

Latest progress: construction started in December 2025; production in June 2027; after commissioning, Tongwei's Leshan base total polysilicon capacity will reach 700,000 t/y 

Chemical equipment involved: trichlorosilane synthesis reactors, distillation column trains (purification to 9N), reduction furnaces (CVD deposition), dry tail-gas recovery units, reduction water-quenching and slurry treatment, CDI/EDI ultrapure water systems, texturing/diffusion/PECVD/LPCVD tube furnaces, in-line wet etching & cleaning lines, automated coating

(III) Pangang–Baowu Vanadium-Titanium New Materials Industrial Park

 Investor: Pangang Group + China Baowu (JV ratio 5:5) 

Location: Vanadium-Titanium High-Tech Zone, Panzhihua

Total investment: RMB 18.5 billion 

 Core content: 50,000 t/y vanadium redox flow battery electrolyte, 100,000 t/y high-end titanium dioxide, 20,000 t/y aerospace-grade titanium alloy, and a 1,000 MW vanadium flow battery energy storage power station 

Latest progress: contract signed on February 19, 2026; key project under NDRC key supervision 

 Chemical equipment involved: calcination kilns, caustic soda dissolving tanks, electrolyzer banks, electrolyte storage tanks and filling lines, vanadium slag leaching reactors, hydrolysis reactors, seed preparation tanks, leaf filters, vacuum induction melting furnaces

(IV) Tianqi Lithium's Suining 300,000-Ton Battery-Grade Lithium Carbonate Base -

Investor: Tianqi Lithium (002466) 

Location: Anju District, Suining 

Total investment: RMB 15 billion 

Core capacity: 300,000 t/y battery-grade lithium carbonate and 50,000 t/y lithium hydroxide

Latest progress: Phase I (200,000 t) commissioned in October 2025; Phase II (100,000 t) commissioned in June 2026 

Chemical equipment involved: ore roasting rotary kilns, sulfuric acid leaching reactors, limestone neutralization tanks, continuous ion exchange (resin adsorption columns), MVR evaporative crystallizers, centrifuges, flash dryers, mother liquor recovery systems, lithium carbonate causticization reactors, causticized liquor purification tanks, freeze crystallizers, centrifugal separation, drying & packaging

(V) EVE Energy's Chengdu Integrated Energy Storage Battery & Materials Project

 Investor: EVE Energy (300014) + Chengdu Industrial Group (JV ratio 7:3) 

 Location: Jintang County, Chengdu 

Total investment: RMB 12 billion 

 Core capacity: 20 GWh energy storage batteries and 100,000 t/y LFP cathode material

Latest progress: construction started on January 12, 2026; production in March 2027

Chemical equipment involved: reactors/mixing vessels, sand mills, spray drying towers, sintering roller kilns, crushing-classification-packaging lines, NMP recovery distillation columns, pH adjustment tanks

(VI) Dongfang Electric's Chengdu Hydrogen Energy Equipment Industrial Park Investor: Dongfang Electric (600875)

Location: Pidu District, Chengdu - Total investment: RMB 6.8 billion

Core capacity: 1 GW/y alkaline electrolyzers and 5,000 sets/y hydrogen fuel cell systems

Latest progress: Phase I commissioned on March 15, 2026

Chemical equipment involved: electrode plate processing, diaphragm assembly, gas-liquid separators, lye circulation pumps and storage tanks, hydrogen purification (deoxidation + drying) skids, rectifier cabinets, MEA/bipolar plate production lines, stack assembly, hydrogen-air auxiliaries (air compressors, hydrogen recirculation pumps)

02

Guizhou Province: RMB 362.5 Billion — Phosphorus–Lithium Integration, Building a Global Power Battery Materials Base

policy Support

1. Guizhou Province New Energy Power Battery and Materials Industry Development Plan (2023–2030): build a nationally important production base for new energy power batteries and materials

 2. Yangtze River Economic Belt Green Development Demonstration Zone: focus on driving the transformation of the phosphorus chemical industry toward high-end new materials

 3. National Big Data Comprehensive Pilot Zone: exploring a new "Big Data + New Energy" integrated development model

Major Landed Projects (ranked by investment scale)

(I) Phase 4 Project of CATL's Gui'an Base

Investor: CATL (300750) + Gui'an New Area Industrial Investment (JV ratio 6:4)

Location: Huchao Township, Gui'an New Area - Total investment: RMB 28 billion

Core capacity: 80 GWh power batteries + 150,000 t/y LFP cathode material

Latest progress: construction started on February 22, 2026; production in 2028; Gui'an base total capacity to exceed 200 GWh 

Chemical equipment involved: mixing vessels, iron phosphate synthesis reactors, pH adjustment tanks, aging tanks, sand mills, spray drying towers, flash dryers, crushing-classification machines, mixers, iron removers, automatic packaging lines, NMP recovery distillation columns, condensation and storage tank systems, ammonia-nitrogen/phosphate wastewater treatment units

 (II) BYD's Guiyang Base Phase II

Investor: BYD (002594) 

Location: Gui'an New Area, Guiyang

Total investment: RMB 15 billion

Core capacity: 40 GWh power batteries and 200,000 new energy vehicles (complete vehicles)

Latest progress: commissioned on January 8, 2026; expected output value of RMB 30 billion in 2026 

 Chemical equipment involved: slurry mixing tanks, coating machines, electrolyte filling machines, electro-coating tanks, phosphating/degreasing tanks, electro-coat ultrafiltration circulation systems, VOCs RTO incinerators, paint robots and paint supply circulation pipelines, cleaning/degreasing/passivation tanks

(III) Guizhou Phosphorus Chemical–Gotion 300,000-Ton LFP Integrated Project

Investor: Guizhou Phosphorus Chemical Group + Gotion High-tech (002074) (JV ratio 5:5)

Location: Kaiyang County, Guiyang

Total investment: RMB 9.5 billion

Core capacity: 300,000 t/y iron phosphate and 300,000 t/y LFP cathode material

Latest progress: construction started on March 10, 2026; production in May 2027

Chemical equipment involved: phosphate rock acid-digestion reactors, phosphoric acid purification extraction columns (solvent extraction for impurity removal), iron salt dissolving tanks, neutralization reactors, crystallization reactors, aging tanks, plate-and-frame filter presses, washing towers, centrifuges, flash/spray dryers, rotary roasting kilns, mixing vessels, sand mills, spray drying towers, high-temperature sintering roller kilns, crushing-classification and batch mixing systems, concentrated sulfuric acid storage tanks and unloading systems, hydrogen peroxide storage tanks, acid-base neutralization ponds, phosphorus-containing wastewater membrane treatment (nanofiltration + reverse osmosis), fluorosilicic acid recovery units

(IV) CALB's Guiyang Base Phase II

Investor: CALB - Location: Xiuwen County, Guiyang

Total investment: RMB 7.2 billion

Core capacity: 25 GWh power batteries

Latest progress: commissioned on December 28, 2025; ramping up to full capacity during 2026

Chemical equipment involved: mixing vessels, planetary mixers, vacuum degassing tanks, coating machines, NMP distillation recovery columns, fluorine-containing wastewater treatment

(V) Panjiang Coal & Power's 10 GW PV + 2 GWh Energy Storage Integrated Project

Investor: Panjiang Coal & Power (600395) - Location: Panzhou, Liupanshui

Total investment: RMB 6.5 billion

Latest progress: construction started on April 2, 2026; full-capacity grid connection in December 2027 

Chemical equipment involved: cell/PACK/container system integration, PV module EVA/POE encapsulant lamination, cell texturing/diffusion/PECVD wet etching & cleaning lines

(VI) Aerospace Wujiang Hydrogen Energy Equipment Industrialization Project

Investor: Aerospace Wujiang

Location: Huichuan District, Zunyi

Total investment: RMB 3.2 billion

Core capacity: 500 alkaline electrolyzers/y and 1,000 sets/y hydrogen refueling equipment - Latest progress: commissioned on February 18, 2026

Chemical equipment involved: electrode plate processing, diaphragm assembly, end plates and fastening systems, gas-liquid separators, lye circulation pumps, lye storage tanks, water make-up tanks, deoxidation reactors, drying adsorption towers (molecular sieve), gas filters, rectifier cabinets, DCS control systems, hydrogen compressors, hydrogen storage cylinder banks, hydrogen dispensers, cooling systems, safety relief and flare systems

03

Yunnan Province: RMB 315.6 Billion — Green Electricity Empowered, Building a Highland of Green Manufacturing and Rare & Precious Metals

Policy Support

1. Yunnan Province Green Energy and Green Manufacturing Integrated Development Demonstration Zone Construction Plan: build three major industrial clusters — green aluminum-silicon, lithium battery materials, and rare & precious metals new materials

2. Radiation Center for South and Southeast Asia: promote exports of green energy and new materials products

3. National Rare & Precious Metals New Materials Industry Base (Kunming): the country's largest R&D and production base for rare & precious metals new materials

Major Landed Projects (ranked by investment scale)

(I) Chinalco's Wenshan 3 Million-Ton Green Aluminum Deep-Processing Project

Investor: Chinalco (601600)

Location: Yanshan County, Wenshan Prefecture

Total investment: RMB 26 billion

Core capacity: 3 million t/y high-end aluminum alloy materials (aluminum sheets for new energy vehicles, aluminum extrusions for PV module frames)

Latest progress: construction started on February 25, 2026; full production by 2028; upon completion, to become the world's largest green aluminum deep-processing base

Chemical equipment involved: melting furnaces, holding furnaces, degassing and filtration units, flux addition systems, inert gas (Ar/N₂) refining pipelines, degreasing tanks, acid-alkali etching tanks, anodizing tanks, coloring tanks, sealing tanks, electro-coat circulation systems

(II) LONGi's Baoshan 20 GW Monocrystalline Silicon Wafer + 10 GW Module Project

Investor: LONGi Green Energy (601012) + Yunnan Green Energy Fund (RMB 3 billion contribution) 

Location: Longyang District, Baoshan - Total investment: RMB 12 billion 

Core capacity: 20 GW N-type monocrystalline silicon wafers and 10 GW high-efficiency modules

Latest progress: construction started on January 15, 2026; production in March 2027

Chemical equipment involved: single-crystal furnaces (Czochralski method), cropping/squaring/slicing machines, cleaning machines, diamond wire saws, stringers, laminators, framing machines, EL inspection

(III) EVE Energy's Yuxi Power Battery & Materials Integrated Project

Investor: EVE Energy (300014) + Yuxi Industrial Investment (JV ratio 7:3)

Location: Hongta District, Yuxi

Total investment: RMB 11 billion

Core capacity: 20 GWh power batteries and 150,000 t/y LFP cathode material

Latest progress: contract signed on March 22, 2026; construction starts June 2026 - Chemical equipment involved: mixing vessels, iron phosphate synthesis reactors, pH adjustment tanks, aging tanks, sand mills, spray drying towers, flash dryers, NMP recovery distillation columns, condensation and storage tanks, crushing-classification machines, mixers, iron removers, automatic packaging lines

(IV) Sino-Platinum's Rare & Precious Metals New Materials Industrial Park

Investor: Sino-Platinum Metals (600459)

Location: High-Tech Zone, Kunming

Total investment: RMB 8.5 billion

Core capacity: 500 t/y platinum group metal catalysts, 200 t/y semiconductor sputtering targets, 100 t/y high-end precious metals materials

Latest progress: Phase I commissioned on April 8, 2026

Chemical equipment involved: aqua regia dissolution reactors, chlorination reactors, selective precipitation tanks, ion exchange columns, solvent extraction mixer-settlers, reduction reactors, pressurized hydrogen reduction autoclaves, distillation columns (hydrochloric acid/chlorine recovery), absorption towers, crystallizers, centrifuges, vacuum filters, vacuum induction melting furnaces, powder metallurgy pressing & sintering furnaces, hot isostatic pressing (HIP) equipment

(V) Huaneng Lancang River's 15 GW PV + 3 GWh Energy Storage Project

Investor: Huaneng Lancang River Hydropower

Location: Zhanyi District, Qujing

Total investment: RMB 9.8 billion

Latest progress: construction started on March 18, 2026; full-capacity grid connection in 2028 - Chemical

 equipment involved: on the PV side — modules/racking/inverters; on the storage side — cell + PACK + container system integration, EVA/POE lamination

(VI) Yunnan Baiyao's Industrial Hemp New Materials Project

Investor: Yunnan Baiyao (000538)

Location: Chuxiong, Chuxiong Prefecture

Total investment: RMB 4.5 billion

Core content: industrialization of industrial hemp extraction and biomedical new materials - Latest progress: commissioned in December 2025

Chemical equipment involved: supercritical CO₂ extraction vessels, ethanol/n-hexane extraction tanks, continuous countercurrent extraction equipment, molecular distillation units, short-path stills, chromatography columns, macroporous resin adsorption columns, crystallization vessels, membrane separation systems (nanofiltration/ultrafiltration), MVR/multi-effect evaporators, vacuum concentration tanks, spray drying towers, freeze dryers, solvent distillation columns, condensation recovery systems, reactors, solution preparation tanks, homogenizing emulsifiers, filling lines, herb residue treatment, organic solvent tail-gas condensation recovery, biological wastewater treatment units

Conclusion:The industrial synergy across Yunnan, Guizhou and Sichuan is now accelerating. The Chengdu–Chongqing Twin-City Economic Circle is driving integrated industrial development across the three provinces: Sichuan's lithium batteries and crystalline silicon, Guizhou's phosphorus chemicals, and Yunnan's green aluminum-silicon complement one another, and the Southwest's new energy and new materials industry has reached a self-sufficiency rate of over 85%. In addition, in 2026 the central government's budget investment has tilted more than RMB 30 billion toward the Southwest's new energy and new materials industry. Together with local government guidance funds and private capital, a diversified "central + local + private" financing system has taken shape.

From resource endowments to a closed-loop industrial chain, and from hundred-billion-yuan projects to national strategy, the outline of the Southwest's third pole of new energy and new materials is already clear. And what keeps this momentum flowing is the precise matchmaking of technology, equipment and trade by professional platforms.

The 2027 China International Chemical Technology & Equipment Fair (CTEF) will grandly open from June 3 to 5, 2027 at the Shanghai New International Expo Centre. The fair plans an exhibition area of 70,000 m², expects to bring together 1,000+ domestic and overseas equipment companies, and attract over 100,000 chemical industry professional visitors.

With the theme "Connecting Global Chemical Equipment, Smoothing the Dual Circulation of Domestic and International Trade," this edition of the fair will bring together global industrial resources to create an international professional platform integrating technology showcase, business matchmaking and idea exchange. The fair plans an exhibition area of 70,000 m² and expects to feature nearly 70 international brands from 17+ overseas delegations including Russia, Germany, France, the United States, the UK, South Korea, Japan, Sweden and the Netherlands, together with 1,000+ benchmark chemical equipment enterprises from 22 major industrial clusters nationwide, showcasing cutting-edge technologies and innovative achievements across the entire chemical equipment industrial chain.

Multiple industrial forums and domestic/international special supply-demand matchmaking sessions will be held alongside the fair. In addition to the "China International Chemical Technology & Equipment Innovation and Development Conference," events will focus on segmented fields, including heat pump distillation and energy conservation, chemical material handling and conveying, smart chemical and digital transformation, and deep treatment of chemical wastewater. Academicians of the Chinese Academy of Sciences, university experts and professors, leaders of industry associations, representatives of leading international chemical enterprises and domestic chemical equipment companies will be invited on site, providing solutions for industry development through policy interpretation, technical seminars and case sharing.

Booth reservations are now in full swing. From June 3 to 5, 2027, the 2027 China International Chemical Technology & Equipment Fair (CTEF) sincerely invites global chemical equipment enterprises to gather in Shanghai and share new opportunities for industry development. 

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