02月06日消息，截止13:50，PEEK概念板块走强，肇民科技、兴瑞科技、新瀚新材、中欣氟材、横河精 密、肯特股份等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

证券日报网讯2月2日，新瀚新材（301076）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东总户数为29200余户。 ...

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 正文 核心观点 PEEK性能优异，下游发展+应用拓展推升需求。 PEEK作为轻量化材料在机械性能、物理性能、耐热性、耐腐蚀、电性能、生物相容性等方面表现出色，综合性能优异， 位居特种工程塑料金字塔顶端 。 经过四十多年发展， PEEK已广泛应用于汽车、电子电气、工业制造、航空航天、医疗等领域 。同时， PEEK在新能源、低空、机器人等新兴产业展现巨大潜力 ， 据测算100万台人形机器人可拉动约1万吨PEEK需求，有望打开成长空间。 2024年全球PEEK消费量约1万吨，同比增长13.8%， 据预测2027年全球市场规模达12.26亿美金 。国内PEEK市场增长迅猛，需求量以23.5%的CAGR从2018年1100吨 增至2024年3904吨，2024年市场规模达14.55亿元。随下游产业发展及应用拓展，PEEK市场容量不断扩大。 PEEK格局一超多强，国内企业乘势加码。 PEEK生产技术难度大、建设和客户验证周期长， 目前竞争格局呈现一超多强，国内崛起态势。 威格斯全球领先，世索科(索尔维)和赢创紧随其后 。伴随政 ...

值得注意的是，PEEK作为高性能特种工程塑料，具有耐高温、耐化学腐蚀、机械性能优异等特点，在 高端制造领域的需求持续增长，可广泛用于航空航天、医疗植入、新能源汽车等高端领域。据行业报告 数据，2024年全球PEEK材料市场规模约5.89亿美元，预计2031年将达到9.34亿美元。 对于本次收购的目的，新瀚新材表示，此举是基于公司战略规划和经营发展需要，旨在持续提升服务 PAEK全产业链客户的能力，探索新的业绩增长点。作为国内PAEK领域的领先企业，新瀚新材已形成 从原料到成品的完整业务布局，而海瑞特在聚醚醚酮(PEEK)树脂合成及改性领域的技术积累与生产能 力，有望与新瀚新材现有业务形成协同效应，进一步完善产业链布局，增强核心竞争力。 中化新网讯 1月16日，新瀚新材发布公告称，拟以现金1288.26万元收购汤原县海瑞特工程塑料有限公司 (以下简称海瑞特)51%股权。交易完成后，海瑞特将成为新瀚新材控股子公司，在聚芳醚酮(PAEK)特种 工程塑料领域的产业链布局将进一步完善。 ...

Group 1 - New stock subscriptions: Agricultural University Technology subscription code 920159, issue price 25 yuan/share, subscription limit 720,000 shares. Zhenstone Co. subscription code 780112, issue price 11.18 yuan/share, subscription limit 54,500 shares [6] - The China Securities Regulatory Commission (CSRC) held a system work meeting on January 15, 2026, emphasizing the need to maintain market stability and enhance monitoring and regulation to prevent market volatility [7] - The CSRC is investigating Rongbai Technology for misleading statements regarding a major contract, which the company estimated at a total of 120 billion yuan with CATL [9] Group 2 - Minexplosion Optoelectronics plans to acquire Xiamen Zhizhi Precision and Jiangxi Maida, both focusing on core consumables in PCB manufacturing [10] - Yanjing Co. intends to purchase 98.54% equity of Yongqiang Technology, expanding its business into high-end electronic interconnection materials for integrated circuits [11] - Qizhong Technology plans to invest 50 million yuan in a stake in He Xin Integrated, a company in the advanced packaging and testing field [12] Group 3 - Tianyuan Intelligent's actual controller and chairman, Wu Yizhong, has been detained [14] - Tian Tie Technology's actual controller, Xu Jiding, has had his compulsory measures changed to bail pending trial [15] - Guolian Minsheng expects a net profit increase of approximately 406% year-on-year for 2025 [16] Group 4 - Oke Yi anticipates a net profit increase of 67.53% to 91.96% year-on-year for 2025 [17] - I Love Home expects a net profit increase of 40.78% to 56.42% year-on-year for 2025 [17] - Longi Green Energy expects a net profit loss of 6 billion to 6.5 billion yuan for 2025 [17]

Core Viewpoint - The company plans to acquire 51% of the equity of Tangyuan County Hairuite Engineering Plastic Co., Ltd. for cash, which will make Hairuite a subsidiary of the company after the acquisition is completed [4]. Group 1: Acquisition Details - The total assessed value of 100% equity of Hairuite is 25.3288 million yuan, with the final transaction price set at 25.26 million yuan. The company will use its own funds to acquire 51% of Hairuite's equity for a transfer price of 12.8826 million yuan [5]. - Hairuite specializes in the synthesis and modification of polyether ether ketone (PEEK) and polyarylether ketone (PAEK) resins, with an annual production capacity of over 200 tons of high-quality PEEK and low-melting point PAEK resins [5]. Group 2: Financial Performance - Hairuite's revenue and net profit for 2024 and the first eight months of 2025 are projected to be 4.78 million yuan and -1.08 million yuan, and 7.58 million yuan and -0.519 million yuan, respectively [5]. Group 3: Industry Insights - PEEK is a high-performance material with excellent physical and chemical properties, widely used in various industries such as aerospace, automotive, electronics, energy, and medical devices. Its melting point is 343°C, and it maintains high wear resistance and low friction coefficients at 250°C [6]. - The comprehensive performance of PEEK, including heat resistance, wear resistance, fatigue resistance, and chemical resistance, positions it well for continued growth in high-end manufacturing, indicating significant future development potential [6].

Group 1 - The core point of the article is that Xinhang New Materials plans to acquire 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, aiming to enhance its capabilities in the PAEK resin industry and explore new growth opportunities [2][3] - Hai Rui Te, established in 2013, specializes in the synthesis and modification of PEEK and PAEK resins, with an annual production capacity of over 200 tons, serving sectors such as aerospace, automotive, electronics, energy, and medical devices [2] - The acquisition aligns with the company's strategic planning to strengthen its service capabilities for PAEK resin customers and reduce costs by controlling raw material supply [3] Group 2 - Xinhang New Materials is the largest global supplier of DFBP, with an annual production capacity of 8,000 tons, and plans to increase this to 12,000 tons by the end of 2025 [6] - Competitors like Zhongxin Fluorine Materials and Dayang Biological are also expanding their production capacities, indicating a trend towards integrated supply chains in the PEEK industry [7] - The company faces challenges from international trade tensions and a declining European chemical market, which could impact its export business [8]

Investment Rating - The report maintains a "Buy" rating for the company [4][6]. Core Insights - The company plans to acquire 51% of the equity in HaiRite Engineering Plastics Co., Ltd. for a cash consideration of 12.8826 million yuan, which will make HaiRite a subsidiary of the company [2]. - The acquisition aims to extend the company's business layout from upstream fluoroketones to downstream PAEK, enhancing its service capabilities for PAEK's entire industry chain and exploring new growth points [2]. - HaiRite specializes in the synthesis and modification of PEEK and PAEK specialty resins, with an annual production capacity of over 200 tons of high-quality PEEK resin [2][3]. Financial Projections - The projected revenues and net profits for the company from 2025 to 2027 are as follows: - 2025: Revenue of 790 million yuan, net profit of 79 million yuan, EPS of 0.45 yuan per share - 2026: Revenue of 850 million yuan, net profit of 85 million yuan, EPS of 0.49 yuan per share - 2027: Revenue of 1 billion yuan, net profit of 100 million yuan, EPS of 0.57 yuan per share [4][5]. - The company’s revenue is expected to grow at a CAGR of approximately 9.94% from 2025 to 2026 and 13.10% from 2026 to 2027 [5]. Valuation Metrics - The report provides the following valuation metrics for the company: - P/E ratio for 2025 is projected at 110, decreasing to 86 by 2027 - P/B ratio for 2025 is projected at 7.1, decreasing to 6.4 by 2027 [5][13].

Group 1 - The China Securities Regulatory Commission (CSRC) emphasized maintaining market stability and enhancing monitoring and regulation to prevent excessive speculation and market manipulation [3] - Canada and China reached a consensus on deepening economic and trade cooperation, signing the "China-Canada Economic and Trade Cooperation Roadmap," which includes an annual quota of 49,000 electric vehicles from China with a 6.1% most-favored-nation tariff [3] Group 2 - The State Council of China is focusing on boosting consumption and has outlined measures to clear overdue payments to businesses and ensure wage payments to migrant workers [4] - The Ministry of Commerce announced stronger support for green and smart product consumption through a recycling program for consumer goods [4] Group 3 - The State-owned Assets Supervision and Administration Commission (SASAC) is working on optimizing the layout and structure of state-owned enterprises, focusing on enhancing core business strengths [5] - The Market Supervision Administration has introduced new guidelines for recognizing illegal gains in market regulation, effective from March 20 [5] Group 4 - The A-share market experienced fluctuations, with the Shanghai Composite Index closing at 4,101.91 points, down 0.26%, while the Shenzhen Component Index and the ChiNext Index also saw slight declines [6] - The Hong Kong stock market showed mixed results, with the Hang Seng Index closing down 0.29% but showing a weekly gain of 2.34% [7] Group 5 - The Ministry of Housing and Urban-Rural Development highlighted significant investment opportunities in urban renewal projects during the 14th Five-Year Plan period [11] - The Ministry of Finance extended tax incentives for public rental housing, exempting certain taxes to promote construction [11] Group 6 - The China Automotive Power Battery Industry Innovation Alliance reported a 60.1% year-on-year increase in the cumulative production of power and energy storage batteries in 2025 [12] - The China Securities Association announced new rules allowing certain individual investors to redeem public pension fund shares early under specific conditions [12] Group 7 - The U.S. Federal Reserve officials indicated that current monetary policy remains moderately restrictive, with potential adjustments depending on labor market conditions [15][16] - The U.S. Senate approved funding for federal research institutions, rejecting previous budget cuts proposed by the Trump administration [16] Group 8 - The Chinese bond market showed signs of warming, with yields generally declining and the central bank conducting a net injection of liquidity [20] - Barclays analysts forecast a total issuance of U.S. corporate bonds to reach $2.46 trillion in 2026, marking an 11.8% increase year-on-year [20]

证券日报网讯 1月16日，新瀚新材发布公告称，公司第四届董事会第十次会议审议通过《关于现金收购 汤原县海瑞特工程塑料有限公司51%股权的议案》《关于向控股子公司提供财务资助的议案》。 （文章来源：证券日报） ...