点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 均乘 科创板成为我国自主可控集成电路全产业链集聚地 科创板已上市集成电路领域相关企业119家，占科创板企业数量的21%; 累计首发募集资金合计达2868亿元; 合计 A股市值达20685亿元，占科创板总市值的34%;其中7家企业(海光信息、中芯国际、中微公司、澜起科技、华润微, 寒武纪、格科微)A股市值超过500亿。相关公司已涵盖上游芯片设计、中游晶圆代工、下游封装测试以及材料和设 备制造等主要细分领域。 材料、化学品 EDA IP 沪硅产业 安集科技 中船特气 概伦电子 芯原股份 天岳先进 广钢气体 有研硅 芯片制造 封装测试 芯片设计 利扬芯片 汇成股份 海消息 寒記 中心国际 角矽电子 格科微 龙芯中科 国博电子 澜起科技 師中科技 唯捷创芯 纳芯微 晶晨股份 翱捷科技 欧美上漫 睿创微纳 思瑞浦 复目微电 中科飞测 中微公司 招荆科技_纠编 艾为电子 思特威 提出风光 首洋光电 路维光电 纳芯做 芯动联科 ٽٽروپوري 制造设备 IDM 华润微 佰维存储 燕东微 银河微申 6 数据截至 ...

Core Viewpoint - Silicon photonic modules represent the next generation of high-integration optical transmission modules, transitioning from discrete components to silicon photonic technology, which offers advantages such as high integration, low cost, and low power consumption [4][11][40]. Group 1: Technology Overview - Silicon photonic modules integrate optical and electronic components on a single silicon chip, including lasers, modulators, and detectors, which reduces the number of components and overall size by approximately 30% [11][12]. - The technology leverages the inherent advantages of silicon materials and CMOS processes to meet the demands of data centers for lower costs, higher integration, and lower power consumption [4][11]. - The development of silicon photonic technology has progressed significantly over the past 30 years, with key milestones including the commercialization of silicon-based modulators and lasers [12][15]. Group 2: Market Applications - Silicon photonic modules are primarily used in data center communications and telecommunications networks, with a projected increase in market share from 34% in 2023 to 52% by 2029 [15][26]. - The demand for silicon photonic modules is driven by the exponential growth of data traffic due to AI and cloud computing, with major internet cloud providers planning to increase capital expenditures significantly [17][26]. - The transition to all-optical networks and the need for high bandwidth and low latency in telecommunications are expected to further enhance the adoption of silicon photonic modules [23][40]. Group 3: Future Trends - The market for silicon photonic modules is expected to exceed $10.3 billion by 2029, with a compound annual growth rate (CAGR) of 45% over the past five years [26][27]. - Future trends include advancements in speed, heterogeneous integration, and new materials, with silicon photonic modules evolving towards 1.6T and 3.2T capabilities [28][29]. - Innovations in packaging and integration techniques, such as co-packaged optics (CPO), are anticipated to reduce power consumption and improve signal integrity [20][29]. Group 4: Competitive Landscape - Major players in the silicon photonic module market are focusing on integrating III-V materials with silicon to enhance performance while maintaining cost-effectiveness [41][44]. - The competitive landscape is characterized by ongoing research and development aimed at overcoming challenges related to the integration of lasers on silicon chips [50][51]. - Companies are exploring various integration techniques, including heterogeneous bonding and epitaxy, to achieve high-performance silicon photonic devices [50][52].

Core Viewpoint - The new materials industry is a strategic and foundational sector that supports modern industrial development and is crucial for optimizing and upgrading industrial structures, enhancing manufacturing capabilities, and fostering emerging industries [5][6][13]. Group 1: Overview of New Materials - New materials refer to materials with superior performance and special functions that are either newly developed or significantly improved from traditional materials [4]. - New materials can be classified based on composition, function, and application, with three main directions: technological innovation, process improvement, and new applications [4][5]. Group 2: Characteristics of the New Materials Industry - The new materials industry is characterized by "three highs and three longs": high difficulty, high investment, high barriers, long life cycle, long application period, and long R&D cycle [6][9]. - Most new materials companies struggle to achieve profitability within three years due to high upfront costs and uncertain market prospects [6][9]. - The industry emphasizes core technology development rather than individual flagship products, making it foundational across various sectors [7][9]. Group 3: Global Competitive Landscape - Countries are placing significant emphasis on new materials, with developed nations striving to secure technological advantages, leading to a shift in the industry focus towards the Asia-Pacific region [10][11]. - China lags in advanced high-end materials, with only 13 materials being internationally leading and 39 being advanced, while 101 materials are significantly behind, particularly in comparison to the U.S. [10][11]. Group 4: Current Status of China's New Materials Industry - The new materials industry in China has grown rapidly, with a compound annual growth rate exceeding 20%, and the total output value surpassing 6 trillion yuan by 2021 [13][14]. - The market size is projected to reach 7.6 trillion yuan in 2023 and exceed 8 trillion yuan in 2024, with an average annual growth rate of 13.5% from 2020 to 2025 [14][19]. Group 5: Key Areas of Development - The industry encompasses various categories, including advanced electronic materials, composite materials, and nanomaterials, with 42 key development directions identified [9][15]. - Key materials for future development include advanced steel, new display materials, high-performance alloys, and green energy materials [16]. Group 6: Investment Trends and Opportunities - Investment in the new materials sector is increasing, with significant capital flowing into areas such as clean technology, semiconductors, and biotechnology [36][37]. - The industry is witnessing a trend towards consolidation, with companies leveraging capital markets for mergers and acquisitions to enhance market share [30][31]. Group 7: Challenges Facing the Industry - The new materials industry faces challenges such as long project cycles, high capital requirements, and a fragmented market with many small players [22][23]. - There is a significant gap in high-end materials, with foreign companies dominating the market and setting high standards that complicate domestic companies' entry [22][23]. Group 8: Future Development Trends - The industry is expected to accelerate transformation and upgrade, focusing on high-end materials for emerging sectors like aerospace, automotive, and renewable energy [28][29]. - The push for domestic substitution of imported materials is becoming increasingly urgent due to geopolitical shifts and trade tensions [29].

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 氢能产业政策 从从2016年到2024年，氢能产业发展政策逐步从支持以燃料电池汽车为主，逐步发展到工业、交通、 建筑等多个领域，绿电制绿氢的发展是在可再生能源强制配储下解决新兴电力系统安全运行的解决方案 | 2001年 | 国家"863"计划电动汽车重大专项 | 提出新能源汽车研发的"三纵三横"总体路线,其中"三纵"包含燃料电池汽车。 | | --- | --- | --- | | | 国务院发布《国家中长期科学和技术 | 将氢能及燃料电池技术列为先进能源技术之一,明确重点研究高效低成本的化石能源和可再生能源制氧技术,经济高效氢储 | | | | 行和输配技术、燃料电池墨磁关键部件制备和电堆集成技术、燃料电池发电及车用动力系统集成技术、形成氢能和燃料电池 | | 2006年 | 发展规划纲要(2006-2020年)》 | 技术规范与标准。 | | | 科技部、财政部联合发布的《节能与 新能源汽车示范推广财政补助资金管 | | | 2009年 | 理暂行办法》 | 规定燃料电池车每辆可获得国家补贴6 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 写在前面 （文末有惊喜） 一直在路上，所以停下脚步，只在于分享 包括： 新 材料/ 半导体 / 新能源/光伏/显示材料 等 正文 第十七届深圳国际电池技术交流会/展览会(CIBF2025)"，定于2025年5月15-17日在深圳国际会展中心举办。 1、材料汇小编带队组团一起参观展会，现场交流（名额有限）。有报名者+小编微信。 2、为了更好的参观，加深对电池行业的理解，500页的2024-2025电池行业年度报告供大家提前学习。 "电池是我们这个时代的核心技术" - 经济学人 《电池年度报告》总结了我们认为的过去一年电池行业最重要的发展动态。 本年度报告旨在提供一个全面目易于 理解的概览,涵盖电池行业的现状、研究进展、人才发展及政策动态。我们希望借此推动深入讨论,共同探讨电 池技术的发展现状及未来发展趋势。 我们在报告中考虑以下关键维度: 2 塑膠學 · 材料汇 2024| BATTERY 1 TV / VF | FOUNDATION Volta Foundation是全球最大的电池专业人士网络。 作为一个全球性的非 ...

Core Viewpoint - The 10th Bio-based Conference and Exhibition (Bio-based 2025) will take place from May 25-27, 2025, in Shanghai, focusing on the integration of technology and industry innovation in the bio-based sector, aiming to accelerate the development of upstream and downstream enterprises in the industry [4][47]. Group 1: Event Overview - The event will feature over 100 top experts and industry leaders, with more than 2000 participants expected [4]. - The conference will include three main components: industry conference, innovation exhibition, and New Leaf Award selection and ceremony [4]. - The agenda includes various forums, special sessions, and networking opportunities to facilitate collaboration and innovation in the bio-based materials industry [4][47]. Group 2: Key Themes and Topics - The conference will address critical topics such as market reshaping, policy coordination, and technological breakthroughs in the bio-based materials sector [47]. - Specific sessions will focus on bio-based alcohols, acids, amines, and polyesters, as well as sustainable applications in automotive and packaging industries [27][30][33]. - The event will also explore international cooperation and the latest trends in bio-based materials, with participation from global experts and organizations [47][50]. Group 3: Participating Organizations - Key organizations involved include Zhejiang Provincial Key Laboratory of Bio-based Polymer Materials, Ningbo Detaizhong Research Information Technology Co., Ltd., and various industry associations [9][10]. - Notable exhibiting companies include Wanhua Chemical Group, Mitsubishi Chemical, and Hefei Lif Biotechnology, showcasing innovations in bio-based materials [12][13]. Group 4: Awards and Recognition - The New Leaf Award will recognize outstanding innovations in materials, applications, and industry solutions, highlighting the importance of sustainability in the bio-based sector [25][47]. - The awards will include categories such as Innovation Material Award and Most Commercially Valuable Award [25]. Group 5: Networking and Collaboration Opportunities - The conference will facilitate direct connections between end brands and bio-based material solution providers, enhancing collaboration opportunities [48]. - A special session will be dedicated to technology cooperation and project roadshows, aiming to promote the commercialization of innovative bio-based projects [41][48].

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 人形机器人：开启未来变革的钥匙 功能拓展也离不开新材料的助力。 随着科技的进步，人们对人形机器人的功能需求越来越多元化。例 如，具有特殊电学、光学性能的新材料，为机器人赋予了更强大的感知能力。通过将这些材料应用于传 感器中，机器人能够更敏锐地感知周围环境的变化，如温度、湿度、光线强度以及物体的位置和形状 等，从而更好地适应复杂多变的工作和生活场景。同时，具备自我修复能力的材料的研发，也为机器人 在面对意外损伤时维持正常运行提供了可能，极大地拓展了其在恶劣环境下的工作能力。 成本控制是新材料带来的另一大优势。 在大规模生产的背景下，一些新型材料的成本逐渐降低，且具 备良好的加工性能，这使得它们在替代传统昂贵材料的同时，还能提高生产效率。例如，某些高性能塑 料在满足机器人性能要求的前提下，成本远低于金属材料，而且易于成型，能够采用注塑等高效的加工 方式进行大规模生产，大大降低了机器人的制造成本，为人形机器人的普及推广奠定了坚实的经济基 础。 轻量化先锋：PEEK材料 聚醚醚酮（PEEK）的神奇之处 聚 ...

Overview - The semiconductor industry is experiencing a structural recovery driven by multiple factors including AI technology penetration, deepening domestic substitution, and cyclical inventory replenishment, leading to growth across various segments [23][24]. Semiconductor Equipment - The global semiconductor equipment market is expected to reach $121 billion by 2025, with China leading in capacity expansion, projected to grow to 10.1 million wafers per month [2][28]. - Domestic high-end equipment still relies on imports, but local manufacturers are accelerating their catch-up in high-end equipment sectors due to favorable policies and external sanctions [2][28]. - In Q1 2025, selected domestic equipment companies reported a total revenue of 16.97 billion yuan, a year-on-year increase of 35.7%, and a net profit of 2.49 billion yuan, up 34.8% [2][28]. Semiconductor Materials - The global sales of wafer manufacturing materials and packaging materials are projected to be $42.9 billion and $24.6 billion in 2024, respectively, benefiting from advanced process developments [3][29]. - The semiconductor materials market is expected to exceed $84 billion by 2028, driven by AI development [3][29]. - From 2019 to 2024, the compound annual growth rate (CAGR) for selected semiconductor materials companies is projected to be 18.58% [3][29]. Semiconductor Components - The revenue and profit growth in the semiconductor components industry have significantly accelerated since 2020, with a CAGR of 27% from 6.77 billion yuan in 2019 to 22.34 billion yuan in 2024 [4][30]. - The net profit for the same period increased from 670 million yuan to 2.69 billion yuan, with a CAGR of 32% [4][30]. Packaging and Testing - The packaging and testing sector has seen continuous revenue growth for six consecutive quarters, with Q1 2025 revenue reaching 21.8 billion yuan, a year-on-year increase of 24% [5][31]. - The sector's gross margin in Q1 2025 was 13.3%, with a net profit of 420 million yuan, up 8% year-on-year [5][31]. Storage - The storage sector is expected to see an upward trend in average selling prices (ASP), driven by AI demand [7][27]. - In Q1 2025, the revenue of certain module manufacturers increased by 54% year-on-year, indicating a recovery in the sector [7][27]. Consumer Electronics - The global smartphone shipment is projected to reach 1.22 billion units in 2024, a 7% year-on-year increase, marking a rebound after two years of decline [12][32]. - The consumer electronics sector is experiencing a recovery trend, with Q1 2025 revenue reaching 400.85 billion yuan, a 22% year-on-year increase [12][32]. PCB - The PCB sector is expected to see comprehensive growth in 2024, driven by high-end demand from AI applications [13][34]. - In Q1 2025, PCB companies reported significant revenue growth, with some companies like Shenghong Technology achieving an 80.3% year-on-year increase [13][34]. Passive Components - The revenue of key listed companies in the passive components sector reached 9.383 billion yuan in Q1 2025, a year-on-year increase of 16.76% [14][35]. - The average gross margin for the sector was 27.93%, indicating stable performance despite seasonal fluctuations [14][35].

Core Viewpoint - Synthetic biology is a multidisciplinary field that integrates biology, informatics, genomics, and chemistry to design and construct artificial biological systems, marking a significant leap from understanding life to designing it, often referred to as the third biotechnology revolution [7][11]. Summary by Sections Synthetic Biology Overview - Synthetic biology involves the engineering of biological systems to produce valuable products through modified chassis cells that express specific genes to obtain target products [7][9]. - The core principles of synthetic biology include standardization, decoupling, and modularization, which facilitate the design and construction of biological systems [8][9]. Market Growth and Trends - The global synthetic biology market is projected to grow at a CAGR of 24%, reaching approximately $18.885 billion by 2024 [16][19]. - The healthcare sector is expected to be the largest segment, with a market size of $5.022 billion by 2024, accounting for 26.6% of the overall market [19]. Technological Advancements - Advances in gene sequencing, editing, and synthesis technologies have significantly reduced costs and barriers to entry in synthetic biology, enabling rapid development and iteration of engineered organisms [39][40]. - The integration of AI and big data in molecular design is accelerating the development of synthetic biology applications [39]. Applications and Benefits - Synthetic biology can replace traditional chemical synthesis or natural extraction methods, improving production economics and environmental sustainability [29][33]. - The technology allows for the production of a wide range of products, including pharmaceuticals, chemicals, and biofuels, using renewable resources and reducing reliance on fossil fuels [35][36]. Investment and Policy Support - There has been a surge in investment in synthetic biology, with global financing reaching $18 billion in 2021, nearly doubling from previous years [44]. - Governments in the U.S. and China are prioritizing synthetic biology in their strategic plans, recognizing its potential for innovation and economic growth [42][43].

正文 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 主要内容 %公众号 SWS 1. 合成生物学:产业级别的投资机会 2. 中国市场：三重关键&有利因素，共推 产业从1至N迸发 3. 上游：专业性强，把握技术创新周期和 国产替代机遇 4. 下游: 产业化初期, 医药、消费、能源 领域进度领先 5. 相关标的及风险提示 1.1 合成生物学:重塑生物技术发展路径 理论层面：合成生物学创新生命科学研究范式，从"格物致知" 到"造物致知" ■ 合成生物使用工程学方法认识和设计生命系统： (1) "自下而上",设计、构造新的生物元 . 件、组件至系统; （2） "自上而下"，对现有的、天然的生物系统进行优化和改造。 应用层面：合成生物学"造物致用"，为生物经济发展提供底层支撑 · 一方面,合成生物升级原有的生物技术至系统化、标准化高度,推动生物技术的平台化发展。 另一方面，在学科交叉和技术整合的基础上孕育技术创新的飞跃。 VS其他生产方式，合成生物是补充或颠覆性技术，在助力化工原料生产、改进传统发 酵工艺、开发新型分子材料方面作用积极 图: 合成生物学理论及产业意义 图 ...