Core Insights - The prepreg industry in China is experiencing growth driven by lightweight demands, particularly in aerospace, automotive, and construction sectors, with a projected market size of 150 billion yuan in 2024, reflecting an 8.1% year-on-year increase [1][10][12] - Technological advancements, including smart production and eco-friendly thermoplastic prepregs, are enhancing performance and production efficiency [1][10] - The demand for prepregs is expected to rise from 27.2 million square meters in 2019 to 33.8 million square meters in 2024, while production is projected to reach 27.1 million square meters, resulting in a supply-demand gap of 6.7 million square meters [12] Industry Overview - Prepregs are composite materials made by impregnating continuous fibers or fabrics with resin under controlled conditions, widely used in aerospace, automotive, wind energy, and construction [3][6] - The industry is categorized based on physical state, resin matrix, reinforcement materials, fiber length, and curing temperature [4][6] Industry Chain - The upstream materials for the prepreg industry include reinforcement materials (glass fiber, carbon fiber, aramid fiber) and matrix materials (phenolic and epoxy resins) [6] - The midstream involves the manufacturing of prepregs, while the downstream includes the production of composite materials used in various applications [6] Competitive Landscape - The prepreg market is characterized by international firms dominating the high-end market, while Chinese companies focus on the mid to low-end segments [14] - Key international players include Toray and Hexcel, while domestic companies like Zhongfu Shenying and Guangwei Composite are emerging through cost control and technological advancements [14] Market Trends - The demand for high-end prepregs is expected to grow, with ongoing R&D investments aimed at meeting domestic market needs [20] - Continuous innovation in technology, such as nano-modification and rapid curing processes, is anticipated to enhance the mechanical properties and durability of prepregs [21] - The application of prepregs is expanding from high-end sectors like aerospace to consumer markets, including new energy vehicles and sports equipment [23] - The industry is increasingly focusing on sustainable development, exploring bio-based and biodegradable resins to reduce environmental impact [24]

通过天眼查大数据分析，威海光威复合材料股份有限公司共对外投资了8家企业，参与招投标项目188 次，知识产权方面有商标信息30条，专利信息311条，此外企业还拥有行政许可8个。 来源：金融界 光威复材最新一期业绩显示，截至2025一季报，公司营业总收入5.65亿元、同比增长10.50%，归属净利 润1.55亿元，同比减少1.58%，扣非净利润1.41亿元，同比增长11.93%，流动比率3.060、速动比率 2.507、资产负债率29.82%。 天眼查商业履历信息显示，威海光威复合材料股份有限公司，成立于1992年，位于威海市，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本83135.2万人民币，实缴资本27600万人民币。 公司法定代表人为卢钊钧。 金融界消息 截至2025年8月14日收盘，光威复材（300699）报收于30.89元，下跌1.87%，换手率 1.76%，成交量14.47万手，成交金额4.50亿元。 资金流向方面，今日主力资金净流出4811.26万元，占比成交额10.69%。其中，超大单净流出2276.50万 元、占成交额5.06%，大单净流出2534.76万元、占成交额5.63% ...

Investment Rating - The report rates the military industry as "Overweight" [5] Core Views - The military industry is expected to perform well in the long term due to increasing great power competition and rising defense expenditures [9][20] - Recent developments include the joint naval exercises between China and Russia, and the U.S. building a counter-drone defense system [8][20] - The report highlights the restructuring of China's aviation supply chain and the importance of domestic production capabilities in the aerospace sector [22][23] Summary by Sections Investment Highlights - Recommended stocks include: 1) Assembly: AVIC Shenyang Aircraft (600760.SH), AVIC Xi'an Aircraft (000768.SZ), AVIC South Lake (688552.SH) 2) Components: AVIC Optoelectronics (002179.SZ), Guobang Electronics (603678.SH), Ruichuang Micro-Nano (688002.SH) 3) Subsystems: AVIC Aircraft (600372.SH), North Navigation (600435.SH) 4) Materials and Processing: Feilihua (300395.SZ), Guangwei Composite (300699.SZ), Huayin Technology (688281.SH) [5][9][10] Market Performance - The defense military index rose by 5.24% from August 4 to August 8, outperforming the Shanghai Composite Index by 3.13 percentage points [11][12] - The military industry ranked 3rd out of 29 sectors during this period [12] Major News in the Military Industry - The joint naval exercises "Maritime Joint-2025" between China and Russia included real combat training and operational coordination [20][21] - The U.S. is developing a counter-drone defense system, with Ukraine being a testing ground for various technologies [8][9] - Japan is expanding its military influence through participation in multinational exercises, indicating a shift in its defense posture [28][30]

Core Viewpoint - The AMAC Chemical Fiber Index experienced a decline of 0.57%, closing at 3837.96 points, with a trading volume of 3.384 billion yuan, despite showing positive growth over the past month, three months, and year-to-date [1] Group 1: Index Performance - The AMAC Chemical Fiber Index has increased by 6.53% over the past month [1] - The index has risen by 9.31% over the last three months [1] - Year-to-date, the index has shown a growth of 9.89% [1] Group 2: Index Composition - The top ten holdings of the AMAC Chemical Fiber Index are: Tongkun Co., Ltd. (13.53%), Guangwei Composites (11.72%), Kaisa Biotechnology (11.33%), Huafeng Chemical (10.12%), Hengyi Petrochemical (8.51%), Zhongjian Technology (8.44%), New Fengming (6.32%), Jilin Chemical Fiber (5.23%), Taihe New Materials (4.32%), and Hailide (3.15%) [1] - The market share of the AMAC Chemical Fiber Index is composed of 60.77% from the Shenzhen Stock Exchange and 39.23% from the Shanghai Stock Exchange [1] Group 3: Industry Classification - The AMAC Chemical Fiber Index is entirely composed of the raw materials sector, with a 100% allocation [1]

近日，威海市政府新闻办举行"产业链上的山东好品牌"威海系列新闻发布会，第二场主题是威海市碳纤 维及复合材料产业链。威海光威复合材料股份有限公司副总经理王壮志围绕企业碳纤维及复合材料产业 链创新发展和品牌打造等主题分享交流。 威海光威复合材料股份有限公司是威海光威集团有限责任公司的子公司，是从事碳纤维及复合材料研发 生产的民营上市公司，业务包括碳纤维、预浸料、复合材料制品、风电叶片碳梁、航天发动机壳体及碳 纤维生产装备等六大板块。光威复材（300699）是国内第一家突破碳纤维连续生产技术，实现产业化的 生产商，也是国产碳纤维高端应用的先行者，首次将国产碳纤维应用于航空、航天、风电等高端领域， 填补了国内相关技术应用空白。 齐鲁晚报.齐鲁壹点连宁燕 王壮志介绍，在光威复材的创业初期，国外对中国碳纤维实施了"产品、技术、装备"的严密三封锁，这 无疑是横亘在企业面前的一座大山。以碳纤维原丝为例，其作为碳纤维的核心基础，生产技术被国外严 密封锁，而当时国内在原丝制备工艺上几乎一片空白。原丝质量对碳纤维性能起着决定性作用，这一技 术瓶颈严重制约了企业的发展。 面对如此困境，光威复材没有退缩，公司迅速组建了专业研发团队，深 ...

低碳产业已成为贯彻落实新发展理念、推动构建可持续发展经济体系的新引擎。近年来，深交所大 力支持节能减排、环境保护与治理、清洁能源等领域上市公司高质量发展。数据显示，深市从事低碳相 关产业的上市公司超过260家，总市值超过7万亿元。 上周（4月18日至4月22日），围绕"绿色发展新引擎"主题，8家深市相关公司召开业绩说明会，与投资 者互动交流，凸显公司竞争优势，提振市场信心。 业绩可圈可点 行业龙头竞争优势凸显 坚定发展信心 疫情因素对经营的影响成为投资者普遍关心的问题，从业绩说明会情况来看，大多企业正在加速恢复发 展，对低碳产业和公司发展充满信心。 8家公司中不乏行业龙头，2021年业绩表现可圈可点，各有千秋。 风塔龙头企业天顺风能董事会秘书朱彬表示，天顺风能始终坚持质量与客户第一，在规模和管理方面下 苦功，进一步加强成本控制。公司"制造+零碳"的双轮驱动模式不仅可以在利润方面支撑制造业务发 展，也能进一步加强公司在制造环节与下游客户的深度合作，强化公司的竞争优势。 东兴证券研报显示，天顺风能在去年大宗原料价格普遍上涨、行业装机量下滑的大背景下，依然保持了 稳定的收入和盈利能力。 据锂电材料龙头企业当升科技总 ...

证券代码：300699 证券简称：光威复材 公告编号：2025-032 威海光威复合材料股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 威海光威复合材料股份有限公司于近日收到全资子公司威海拓展纤维有限 公司（以下简称"威海拓展"）的通知，根据经营发展需要，威海拓展对其经营 范围进行了变更，已完成工商变更登记手续，并取得威海临港经济技术开发区 管理委员会核发的新《营业执照》。具体情况如下： 二、 变更后的工商登记信息 统一社会信用代码：91371000739265146J 一、 工商变更登记事项 原经营范围： 许可项目：道路货物运输（不含危险货物）；危险化学品生产。（依法须经 批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门 批准文件或许可证件为准）一般项目：高性能纤维及复合材料制造；高性能纤 维及复合材料销售；石墨及碳素制品制造；石墨及碳素制品销售；合成纤维制 造；合成纤维销售；合成材料销售；专用化学产品制造（不含危险化学品）；专 用化学产品销售（不含危险化学品）；新材料技术研发；技术服务、技术开发、 技术咨询、技术交流、技术 ...

（编辑 任世碧） 证券日报网讯 8月11日晚间，光威复材发布公告称，公司于近日收到全资子公司威海拓展纤维有限公司 （简称"威海拓展"）的通知，根据经营发展需要，威海拓展对其经营范围进行了变更，已完成工商变更 登记手续，并取得威海临港经济技术开发区管理委员会核发的新《营业执照》。 ...

威海光威复合材料股份有限公司 关于全资子公司经营范围变更并完成工商登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：300699 证券简称：光威复材 公告编号：2025-032 二、 变更后的工商登记信息 统一社会信用代码：91371000739265146J 名称：威海拓展纤维有限公司 威海光威复合材料股份有限公司于近日收到全资子公司威海拓展纤维有限 公司（以下简称"威海拓展"）的通知，根据经营发展需要，威海拓展对其经营 范围进行了变更，已完成工商变更登记手续，并取得威海临港经济技术开发区 管理委员会核发的新《营业执照》。具体情况如下： 一、 工商变更登记事项 原经营范围： 许可项目：道路货物运输（不含危险货物）；危险化学品生产。（依法须经 批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门 批准文件或许可证件为准）一般项目：高性能纤维及复合材料制造；高性能纤 维及复合材料销售；石墨及碳素制品制造；石墨及碳素制品销售；合成纤维制 造；合成纤维销售；合成材料销售；专用化学产品制造（不含危险化学品）；专 用化学产品销售（不含 ...

Core Viewpoint - The government of Weihai is actively promoting the carbon fiber and composite materials industry chain as a key area for development, focusing on innovation, brand building, and creating a robust industrial ecosystem to enhance competitiveness and growth potential [1][2][3]. Industry Development Initiatives - Weihai has identified the carbon fiber and composite materials industry chain as one of its ten key industry chains, with 67 enterprises currently in the sector, showcasing strong growth and recognition as a national and provincial advanced manufacturing cluster [1][2]. - The city is implementing a tiered cultivation strategy for enterprises, aiming to develop leading companies, specialized firms, and innovative enterprises, with a total of 4 provincial manufacturing champions and 21 specialized enterprises cultivated [2]. Infrastructure and Resource Integration - Weihai has established the first government-invested carbon fiber professional park in China, covering 300,000 square meters, which includes research institutes and industrialization workshops [3]. - The city has integrated 22 high-end research platforms and 48 upstream and downstream enterprises into the carbon fiber industry park, which has been recognized as a typical case for promoting new industrialization by the Ministry of Industry and Information Technology [3]. Innovation and Technology Empowerment - The region has built three national-level innovation platforms and 15 provincial-level innovation centers, focusing on collaborative innovation and enhancing the core competitiveness of the industry [4]. - Major enterprises have undertaken over 30 national key projects, achieving breakthroughs in high-strength carbon fiber production technologies [4]. Brand Building and Market Influence - Weihai is promoting quality and brand enhancement initiatives, including the establishment of national standards for carbon fiber products and the successful registration of the regional brand "Weihai Fishing Tackle" [5][6]. Talent Development and Ecosystem - The city is focusing on attracting and nurturing professional talent, establishing a talent ecosystem that includes top-tier think tanks and partnerships with educational institutions to enhance workforce capabilities [7]. - The formation of industry alliances and hosting of high-level innovation and entrepreneurship events are aimed at resource sharing and improving the stability and competitiveness of the supply chain [7]. Business Environment and Support Mechanisms - Weihai is enhancing its business environment through regular enterprise visits and the introduction of tailored support policies, including energy cost reduction initiatives and financial support from multiple banking institutions [8].