截至2025年5月30日收盘，金发科技(600143)报收于10.26元，下跌1.44%，换手率0.88%，成交量22.94万 手，成交额2.36亿元。 金发科技发布了关于为控股子公司提供担保的进展公告。具体内容如下： 金发科技股份有限公司为控股子公司提供担保，涉及宁波金发新材料有限公司、辽宁金发科技有限公司 和广东金发科技有限公司。本次新增担保金额折合人民币144922.51万元，已实际提供的担保余额为人 民币105.31亿元，无反担保，无对外担保逾期。 具体担保情况如下：- 为宁波金发提供最高额连带责任保证，担保最高债权额分别为美元8000万元和 500万元；- 为辽宁金发提供最高额连带责任保证，担保最高债权额分别为美元4000万元和500万元；- 为广东金发提供连带责任保证担保，最高债权额为人民币6亿元。 公司2025年度为子公司提供担保额度预计议案已获股东大会通过，本次担保在批准额度范围内。截至 2025年5月29日，公司及其子公司对外担保总额为人民币232.20亿元，占2024年经审计净资产129.27%。 被担保人信用状况良好，不属于失信被执行人。 以上内容为证券之星据公开信息整理，由AI算法生成 ...

Core Viewpoint - The new materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, with a projected total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years [1][3][20]. Group 1: Industry Definition and Classification - New materials refer to recently developed or developing structural and functional materials with superior properties. They can be classified into structural materials and functional materials based on their usage, and further categorized into four types: metal materials, inorganic non-metal materials, organic polymer materials, and advanced composite materials [1]. Group 2: Current Development Status - The new materials industry has expanded significantly, with the government focusing on electronic information materials, aerospace materials, new energy materials, and environmentally friendly materials. National high-tech industrial bases for new materials have been established in seven cities [3][5]. Group 3: Market Size and Structure - In 2024, the chemical new materials market is expected to account for approximately 22.08% of the total new materials market in China, while battery new materials will represent about 6.66%. By 2025, these figures are projected to be 21.75% and 6.97%, respectively [7]. Group 4: Competitive Landscape - Major companies in the new materials sector include Lens Technology, Antai Technology, China National Materials, and others, which are enhancing their international competitiveness through technological innovation and market expansion [12][16]. Group 5: Development Trends - The demand for new materials is increasing due to the rapid development of downstream industries such as information technology and new energy. The industry is transitioning towards low-carbon and green development, supported by significant technological advancements [20][23].

Company Overview - As of May 30, 2025, Jinfa Technology (600143) closed at 10.26 CNY, down 2.01% from the previous week's 10.47 CNY [1] - The highest intraday price for Jinfa Technology on May 26 was 10.52 CNY, while the lowest on May 29 was 10.23 CNY [1] - The current total market capitalization of Jinfa Technology is 27.052 billion CNY, ranking 1st in the plastic sector out of 72 companies and 532nd out of 5146 in the A-share market [1] Company Announcements - Jinfa Technology has provided additional guarantees for its subsidiaries amounting to 1.4492251 billion CNY [1] - The guarantees involve Ningbo Jinfa New Materials Co., Ltd., Liaoning Jinfa Technology Co., Ltd., and Guangdong Jinfa Technology Co., Ltd. [1] - The total amount of guarantees provided by the company and its subsidiaries is 23.22 billion CNY, which accounts for 129.27% of the audited net assets for 2024 [1] - The credit status of the guaranteed parties is good, and they are not classified as dishonest executors [1]

证券代码：600143 证券简称：金发科技 公告编号：2025-053 金发科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 特别风险提示：截至 2025 年 5 月 29 日，公司及其子公司对外担保总额 超过 2024 年经审计净资产 100%，对外担保余额超过 2024 年经审计净资产 50%， 均系公司对控股子公司提供的担保；本次被担保人资产负债率均超过 70%，敬请 广大投资者注意相关风险。 一、担保情况概述 （一）担保情况 近日，因金发科技股份有限公司（以下简称"公司"或"金发科技"）控股 子公司向银行申请融资、结算、外汇及金融衍生品交易等事宜，公司向恒生银行 (中国)有限公司广州分行（以下简称"恒生银行广州分行"）出具了《公司保证 函》，为宁波金发新材料有限公司（以下简称"宁波金发"）提供最高额连带责 任保证，担保的最高债权额为美元 8,000 万元，折合人民币 57,611.20 万元；公 司向恒生银行(中国)有限公司（以下简称"恒生银行"）出具了《公司保证函》， 为宁波金发提供最 ...

Core Viewpoint - The demand for flame-retardant ABS materials is increasing due to government policies promoting the replacement of old appliances and vehicles, leading to a projected market size of 6.75 billion yuan in China by 2024, a year-on-year increase of 5.63% [1][16]. Industry Overview - Flame-retardant ABS materials are engineered plastics with excellent flame-retardant properties, widely used in electronics, automotive, and construction industries [1][16]. - The market for flame-retardant ABS materials in China has shown a continuous upward trend, with a market size expected to reach 6.75 billion yuan in 2024 [1][16]. - The production process of flame-retardant ABS involves adding flame retardants to ABS resin, which is derived from styrene, acrylonitrile, and butadiene [3][12]. Industry Chain - The upstream of the flame-retardant ABS industry includes the production of ABS resin and various flame retardants [7]. - The midstream involves the manufacturing of flame-retardant ABS materials, while the downstream applications span electronics, automotive, construction, and medical sectors [7]. Market Dynamics - The automotive sector is a significant consumer of flame-retardant ABS, used in interior components to enhance safety [9]. - Government policies, such as the promotion of vehicle replacement, have led to increased production and sales in the automotive industry, with a reported 14.5% and 11.2% year-on-year growth in production and sales in early 2025 [9]. Competitive Landscape - The flame-retardant ABS market features competition among various brands and specifications, with both international and domestic players [18]. - Key domestic companies include Kingfa Technology, Shanghai Pulite, and Guangzhou Jusa Long, which have established significant market shares [19][21]. Development Trends - The industry is moving towards greener practices, with an increasing use of halogen-free and lead-free flame retardants [23]. - There is a growing demand for high-performance materials in electronics and automotive sectors, necessitating improvements in flame-retardant properties and other material characteristics [24]. - The adoption of smart manufacturing technologies is expected to enhance production efficiency and customization in response to diverse customer needs [25].

在全球范围内，塑料污染已成为生态环境的严峻挑战。据统计截至 2023 年底，我国的聚酰胺 6 （尼龙 6）表观消费市场体量超 400 万吨 ，但回收量仅 100-150万吨 ，且以废旧渔网、废纺纤维 为主。废旧渔网因长期暴露于海洋环境，混杂动植物残骸、油脂及聚乙烯（PE）等杂质，导致传 统回收面临难分离、难脱污、性能劣化三大难题。与此同时，欧美及我国相继出台塑料回收法规， 推动再生塑料在汽车、包装等领域的应用，头部企业对再生材料的需求倒逼行业攻克高质化再生技 术。 在"2025先进尼龙产业创新与应用开发大会"上， 金发科技股份有限公司 可持续发展研究所技术研 究经理 王春燕博士 分享了" 废旧渔网PA6的高质化再生利用技术研究 "。 在机械回收领域，针对海洋渔网污染物特性，团队开发了绿色高效专用清洗剂与清洗工艺及装备， 使再生 PA6 颗粒切片的外观等级接近原生料标准，满足高等级配色产品的应用需求。 针对再生 PA6 分子量下降问题， 金发科技通过反应挤出与固相增黏协同方案，基 于扩链剂与端羧 基/端氨基的精准反应，实现分子量快速提升，熔体流动速率显著下降， 再生 PA6 的冲击强度提 升 22%，弯曲强度突 ...

Industry Overview - Polypropylene (PP) is a thermoplastic polymer made from propylene monomer, characterized by its white waxy solid form, non-toxic, odorless nature, and lightweight appearance [1][2] - The domestic polypropylene market in China is driven by increasing demand in injection molded products, woven products, and fibers, with apparent consumption expected to reach 35.99 million tons in 2024, a year-on-year increase of 2.4% [1][10] Production Side - China's polypropylene production capacity has expanded from 23.17 million tons in 2018 to 43.69 million tons in 2024, accounting for 36.98% of global capacity [4] - The production volume is projected to reach 37.92 million tons in 2024, reflecting a year-on-year growth of 6.6%, with a self-sufficiency rate exceeding 90% [4] Import and Export - The import volume of polypropylene is expected to decline to 3.67 million tons in 2024, a decrease of 10.8% year-on-year, while export volume is anticipated to rise to 2.41 million tons, an increase of 83.7% [6] - The industry's import dependency has decreased to 3.2%, indicating a shift towards becoming a net exporter [6] Consumption Side - The downstream consumption market for polypropylene is primarily focused on injection molded products, woven products, and fibers, which together account for over 80% of total consumption [8] - Injection molding is the largest application area, used in automotive, home appliances, medical, and daily necessities [8] Competitive Landscape - The polypropylene market in China is characterized by low concentration, with major players including Sinopec, PetroChina, and the State Energy Group, which together account for 36% of total capacity [12] - Emerging private enterprises like Zhongjing Petrochemical and Donghua Energy are rapidly expanding their production capacities [12] Development Trends - The industry is entering a new round of capacity expansion, with an expected increase of over 5.87 million tons per year by 2025, while demand growth is projected at only 3.6% [18] - There is a significant shift towards high-end product development, with domestic high-end polypropylene self-sufficiency rates reaching 45% [19] - Environmental policies are driving the industry towards greener practices, including chemical recycling and the development of bio-based polypropylene [20]

Core Viewpoint - Under the backdrop of global supply chain restructuring, Kingfa Technology has seen significant new opportunities in its export business, as overseas companies are adjusting their supply structures to seek better quality and faster response suppliers [1]. Financial Performance - In 2024, Kingfa Technology's revenue reached 60.514 billion yuan, a year-on-year increase of 26.23%, and the net profit attributable to shareholders was 0.825 billion yuan, a substantial growth of 160.36% [1]. - In the first quarter of 2025, the company continued its growth momentum, achieving revenue of 15.666 billion yuan, a year-on-year increase of 49.06%, and a net profit of 0.247 billion yuan, up 138.20% [1]. Business Segments - The sales volume of special engineering plastics, a key segment, showed strong growth, reaching 0.63 million tons in the first quarter, a year-on-year increase of 91% [1]. - Kingfa Technology is focusing on high-end chemical new materials, particularly in emerging industries such as humanoid robots and low-altitude economy [1]. Technological Advancements - The company plans to tackle key industrialization technologies for new materials such as long-chain polyamide and ultra-high heat-resistant LCP, aiming to reduce reliance on imports [2]. - Kingfa Technology has maintained R&D expenditures exceeding 1 billion yuan for seven consecutive years, with an average annual R&D investment ratio of around 4% of revenue [2]. Capacity Expansion - The current production capacity for LCP is 6,000 tons per year, with plans to rapidly increase by an additional 15,000 tons per year, expected to be released gradually by June 2025 [2]. - A project for producing 0.8 million tons of long-chain polyamide has also been initiated, with production planned to start in March 2026 [2]. Market Opportunities - Kingfa Technology's overseas business is experiencing rapid growth, with a total product sales volume of 233,500 tons in 2024, reflecting a year-on-year increase of 29.51% [2]. - The changing global supply chain dynamics have created opportunities for Kingfa Technology to fill supply gaps as overseas manufacturers adjust their supply chains [3].

Meeting Overview - The shareholders' meeting was held on May 20, 2025, at the administrative building of Jinfat Technology Co., Ltd. in Guangzhou [1] - The meeting was chaired by Chairman Chen Pingxu, and the procedures complied with the Company Law and the company's articles of association [1] Attendance - All 11 current directors attended the meeting [2] - All 5 current supervisors were present [2] - The board secretary, Dai Yaoshan, and other senior management attended as well [2] Agenda and Resolutions - The following proposals were reviewed and approved: - 2024 Annual Board Work Report [3] - 2024 Annual Supervisory Board Work Report [3] - 2024 Annual Report and its summary [3] - 2024 Financial Settlement Report [4] - 2024 Profit Distribution Plan [4] - Proposal for reappointing the auditing firm for the 2025 financial report and internal control [4] - Proposal for providing guarantee limits for subsidiaries in 2025 [4] - Proposal for futures and derivatives business limits for 2025 [4] - Proposal for confirming the remuneration of directors and supervisors for 2024 and the plan for 2025 [4] Legal Verification - The meeting was witnessed by Guangdong Nanguo Desai Law Firm, with lawyers Huang Yongxin and Mai Na confirming the legality and validity of the meeting procedures and resolutions [5]

【DT新材料】 获悉，近日， 国高材新材料（广东）有限公司 成立，法定代表人为叶南飚，注册资 本 500万元 。 据悉，该公司由 金发科技 旗下的 国高材高分子材料产业创新中心有限公司 全资控股 ， 经营范围 包含 生物基材料聚合技术研发、生物基材料技术研发、生物基材料销售、生物基材料制造 等 。 国家先进高分子材料产业创 新中心公司 自成立以来， 深 耕先进高分子材料细分领域创新研发，协 同创新项目 围绕特需产品、通信电子、新能源、医疗健康和绿色低碳等国家战略性新兴产业链上高 分子材料关键"卡脖子"技术进行布局 ，联合国内外高校科研院所和产业链上下游企业，开展 热致液 晶聚合物（TLCP）薄膜 等核心技术攻关，解决了产业链上材料进口替代及"卡脖子"难题； 创新研 发出具有自主知识产权的实验室智慧测试设备"测迅达" ，打破国外制造商对材料自动化测试系统的 垄断，极大提升了材料研发效率，大幅缩短材料研发的周期，推动了我国新材料产业链发展；依托国 高材自主知识产权技术 ， 开发出的多款产品获TÜV德国莱茵集团全球首批再生塑料化学回收认证证 书 ，推动产业绿色低碳循环发展。 生物基材料 通常以可再生的生物质为原料， ...