格隆汇2月26日丨回天新材(300041.SZ)在投资者互动平台表示，公司核心业务聚焦光伏、汽车、电子、 包装四大赛道。其中半导体行业用胶属于公司电子赛道重要布局，已推出underfill、edgebond、TIM、 LID粘接等系列产品，可满足半导体封装领域的关键应用需求，相关产品已在客户处测试或供货。 ...

格隆汇2月26日丨回天新材(300041.SZ)在投资者互动平台表示，公司已针对钙钛矿、异质结、BC电池等 新型电池技术推出适配性更强的解决方案，顺利完成系列产品线的储备与布局，相关产品已在行业客户 处测试或供货，具体合作情况请以公司公开披露信息为准。公司将持续紧跟行业技术迭代趋势，不断优 化产品性能，巩固在新型光伏电池材料领域的技术与市场优势。 ...

格隆汇2月26日丨回天新材(300041.SZ)在投资者互动平台表示，公司5166高阻水密封胶已通过德国 TüV、美国UL等权威认证，可应用于HJT电池封装，助力客户攻克HJT电池封装技术难题。 ...

格隆汇2月26日丨回天新材(300041.SZ)在投资者互动平台表示，公司5166高阻水密封胶已通过德国 TüV、美国UL等权威认证，可应用于HJT电池封装，助力客户攻克HJT电池封装技术难题。 ...

内容概况：从市场规模来看，中国光伏背板行业市场规模整体呈现波动态势。2015-2017年，受益于光 伏行业政策支持与装机规模扩大，光伏背板市场规模逐年增长。2018-2019年受"531新政"调整及产业链 价格下行影响，市场规模出现阶段性回调。2020年后，在"双碳"目标推动及光伏平价上网进程加速的背 景下，下游装机需求复苏带动光伏背板市场回升，2021年至2022年规模持续增长，2022年达到85亿元。 2023年至2024年，受双玻组件渗透率快速提升、传统背板价格竞争加剧以及全球光伏供应链阶段性调整 等多重因素影响，市场规模有所回落。作为光伏背板的重要组成部分，随着玻璃背板技术发展与市场接 受度提升，有望为行业带来新的增长动力与结构性机会。 相关上市企业：中来股份（300393）、福斯特（603806）、赛伍技术（603212）、明冠新材 （688560）、激智科技（300566）、回天新材（300041）、璞泰来（603659）、巨化股份（600160）、 隆基绿能（601012）、特变电工（600089）等。 相关企业：苏州弘道新材料有限公司、苏州佳尔特新材料科技股份有限公司、康维明工程薄膜（张家 港 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

Group 1 - The core viewpoint of the article is that the company, Huitian New Materials (300041.SZ), has stated on its interactive platform that it currently does not have any products in bulk supply within the robotics sector [1] Group 2 - The company is actively engaged in the robotics field but has not yet achieved product mass production [1]

Group 1 - The core viewpoint of the article is that the company, Huitian New Materials (300041.SZ), has stated that it currently does not have any products in bulk supply within the robotics sector [1] Group 2 - The company has engaged with the public through an interactive platform to clarify its position regarding product availability in the robotics field [1]

Core Viewpoint - The quality inspection results for automotive brake fluid products in Hainan Province for Q4 2025 indicate that all 16 batches tested were compliant with relevant standards, reflecting a positive trend in product quality in the automotive sector [2]. Group 1: Inspection Results - The Hainan Provincial Market Supervision Administration conducted a quality inspection of automotive brake fluid products, with all 16 batches passing the tests [2]. - The inspection was based on standards such as GB 12981-2012, covering parameters like appearance, kinematic viscosity, boiling point, pH value, and low-temperature fluidity [2]. Group 2: Product Details - The inspected products included various brands and specifications, all of which met the required standards [2]. - Notable products included: - High-performance brake fluid from Shandong Laike Technology Co., with a production date of April 11, 2025 [2]. - Brake fluid from Zhangjiagang Dike Automotive Chemicals, produced on September 8, 2025 [2]. - Shell brake fluid from Shandong Laike Technology Co., produced on August 8, 2025 [2].

Group 1 - The company, Huitian New Materials, is a leading enterprise in the photovoltaic adhesive sector in China, with a well-established product system and long-term stable partnerships with major component manufacturers in the industry [1] - The company's sales volume of photovoltaic adhesives is expected to achieve steady growth in the first three quarters of 2025, with an expanding market share [1] - The company's leading position in the industry is continuously being reinforced [1]