A股PEEK材料板块震荡拉升，兄弟科技、中欣氟材、金田股份均封板涨停，新瀚新材涨超12%，中研 股份呢、华密新材、聚赛龙等跟涨。 ...

Core Viewpoint - The humanoid robot industry is entering a critical development phase driven by significant market demand and advancements in artificial intelligence technology, with a projected market size of 10 trillion yuan by 2045 [2][24]. Group 1: Humanoid Robot Development - Humanoid robots are still in the early stages of development, with immense future market potential [11]. - The industry is supported by frequent macro-level policies aimed at promoting the establishment of a competitive supply chain and innovation ecosystem [28][29]. - The domestic humanoid robot market is expected to reach a scale of 20-50 billion yuan by 2028, growing to 500-1,000 billion yuan by 2035, and potentially 10 trillion yuan by 2045 [24][25][27]. Group 2: Material Investment Opportunities - The demand for new materials related to humanoid robots, such as lightweight materials, dexterous hand materials, and electronic skin materials, is expected to grow significantly [2][39]. - PEEK (Polyether Ether Ketone) is identified as a crucial material for reducing robot weight and enhancing strength, with a projected increase in demand due to industry growth [3][54]. - UHMWPE (Ultra-High-Molecular-Weight Polyethylene) fibers are highlighted as the main tendon materials for dexterous hands, offering superior mechanical properties [3][40]. Group 3: Investment Recommendations - Companies to watch include those involved in PEEK materials such as Zhongyan Co., Kaisheng New Materials, and Xinchao New Materials, as well as those producing UHMWPE fibers and related products [4]. - Investment opportunities are also noted in companies focusing on electronic skin materials, such as Xiangyuan New Materials and Fulai New Materials [4].

Investment Rating - The report recommends a positive investment rating for companies involved in humanoid robot materials, particularly PEEK and UHMWPE fiber related firms [3][4]. Core Insights - The humanoid robot industry is entering a critical development phase characterized by technological breakthroughs and initial applications, driven by significant market demand and advancements in artificial intelligence [1][10]. - The domestic robot market is expected to reach a scale of 10 trillion yuan by 2045, which will stimulate demand for related materials [1][19]. Summary by Sections 1. Humanoid Robot Market Potential - Humanoid robots are still in the early stages of development, with immense future market potential anticipated [10][19]. - The market for humanoid robots is projected to grow significantly, with various applications expected to emerge as technology advances [19][20]. 2. PEEK Material - PEEK is identified as a crucial material for reducing robot weight and enhancing strength, with its demand expected to grow rapidly due to industry expansion [2][35]. - The production of PEEK involves DFBP as a key raw material, which is essential for its synthesis [35][38]. - Companies such as Xinhang New Materials and Zhongxin Fluorine Materials are actively expanding their production capacities for DFBP and PEEK [43][44]. 3. UHMWPE Fiber - UHMWPE fiber is highlighted as the primary tendon material for dexterous hands in humanoid robots, known for its high strength-to-weight ratio and excellent mechanical properties [2][3]. - Investment opportunities in companies producing UHMWPE fiber are recommended, including Tongyi Zhong and Nanshan Zhishang [3][4]. 4. Electronic Skin - The report emphasizes the importance of material selection and structural design in the development of electronic skin, which is crucial for enhancing the sensory capabilities of humanoid robots [2][4]. - Investment opportunities in companies related to flexible substrates for electronic skin are suggested, such as Xiangyuan New Materials and Fulai New Materials [3][4].

Investment Rating - The report assigns a "Recommended" rating to the photoinitiator industry, marking its first coverage [2]. Core Viewpoints - The supply-demand dynamics in the photoinitiator industry are improving, leading to a potential recovery in industry profitability [3][10]. - The demand side is witnessing a revival in traditional sectors, while emerging applications are opening new opportunities [6][10]. - The industry is expected to see a concentration of production capacity among companies with scale, cost, and technological advantages [9][10]. Summary by Sections Supply and Demand Dynamics - The prices of various photoinitiator products have increased significantly in 2025, with notable price changes: - Photoinitiator 907: 88 CNY/kg (+27.54% since the beginning of the year) - Photoinitiator 184: 45 CNY/kg (+32.35%) - Photoinitiator TPO: 83 CNY/kg (+10.67%) - Photoinitiator ITX: 155 CNY/kg (+16.54%) [5]. - The photoinitiator market in China is projected to grow, with the UV coating market reaching 6.2 billion CNY in 2023 (+8% YoY), UV ink at 5.5 billion CNY (+11% YoY), and UV adhesive at 2.6 billion CNY (+238% YoY) [6][7]. Demand Drivers - The demand for photoinitiators is expected to rise due to recovery in the real estate sector and growth in downstream applications such as UV inks and adhesives used in electronics and packaging [7][10]. - The global 3D printing industry is projected to grow from 20 billion USD in 2023 to 21.9 billion USD in 2024 (+9.1%), with a compound annual growth rate (CAGR) of 18% expected from 2024 to 2034 [7]. - The PCB market is also on an upward trend, with a projected value of 73.6 billion USD in 2024 (+5.8% YoY) and an expected market size of 94.7 billion USD by 2029 [8]. Supply Side and Industry Structure - The production capacity of leading photoinitiator companies in China for 2024 is as follows: - Jiu Ri New Materials: 23,000 tons - Qiang Li New Materials: 17,000 tons - Wo Kai Long: 13,000 tons [9]. - The industry is experiencing a consolidation trend, with production capacity increasingly concentrated among companies with competitive advantages [9][10]. Investment Strategy - The report suggests that the photoinitiator industry is poised for a rebound in profitability as supply-demand conditions improve, and it highlights the potential for price recovery [10]. - Key companies to watch include Jiu Ri New Materials, Qiang Li New Materials, Yang Fan New Materials, and Xin Han New Materials [11].

2024年年度权益分派实施公告 证券代码：301076 证券简称：新瀚新材 公告编号：2025-028 江苏新瀚新材料股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，无虚假记载、 误导性陈述或重大遗漏。 江苏新瀚新材料股份有限公司（以下简称"新瀚新材"或"公司"）2024 年年 度权益分派方案已获 2025 年 5 月 19 日召开的 2024 年年度股东大会审议通过，现将 权益分派事宜公告如下： 一、股东大会审议通过权益分派方案的情况 1、公司于 2025 年 5 月 19 日召开了 2024 年年度股东大会，审议通过了《关于 公司 2024 年度利润分配方案的议案》，具体内容详见公司于 2025 年 5 月 19 日在中 国证监会指定信息披露网站巨潮资讯网（http://www.cninfo.com.cn）上披露的《2024 年年度股东大会决议公告》（公告编号：2025-023）。公司 2024 年年度利润分配方 案具体内容如下：公司以 2024 年 12 月 31 日的股本 134,524,000 股为基数，向全体 股东每 10 股派发现金红利 1.00 元（含税），共派发现金股利 1 ...

Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]

中信证券股份有限公司 关于江苏新瀚新材料股份有限公司 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所： 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任严留 新（以下简称"转让方"）以向特定机构投资者询价转让（以下简称"询价转让"）方式 减持所持有的江苏新瀚新材料股份有限公司（以下简称"公司"或"新瀚新材"）首次 公开发行前已发行股份的组织券商。 经核查，中信证券就本次询价转让的股东、转让方是否符合《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份（2025 年 修订）》（以下简称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过程 与结果是否公平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 一、本次询价转让概况 （一）本次询价转让转让方 | 序号 | 股东名称 | 截至 2025 | 年 | 6 月 | 17 日 | 持股比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | 收盘持股数量（股） | | | | | 1 | 严留新 | | 34,3 ...

江苏新瀚新材料股份有限公司 简式权益变动报告书 上市公司：江苏新瀚新材料股份有限公司 股票上市地：深圳证券交易所 股票简称：新瀚新材 股票代码：301076.SZ 信息披露义务人 1：严留新 通讯地址：江苏省南京市化学工业园区罐区南路 86 号 信息披露义务人 2：秦翠娥 通讯地址：江苏省南京市化学工业园区罐区南路 86 号 股份变动性质：股份减少 签署日期：2025 年 6 月 30 日 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》（以下简称"《公 司法》"）《中华人民共和国证券法》（以下简称"《证券法》"）《上市公司收购管理办 法》（以下简称"《收购管理办法》"）《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）等相关法律、法规和规范 性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信 息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《公司法》《证券法》《收购管理办法》《准则 15 号》，本报告书已全 面披露了信息披露义务人所拥有的江苏新瀚新材料股份有限公司权益 ...

证券代码：301076 证券简称：新瀚新材 公告编号：2025-027 江苏新瀚新材料股份有限公司 股东询价转让结果报告书暨持股 5%以上股东持有权益变动触及 5%整数倍的提示性公告 股东严留新、秦翠娥保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、出让方情况 （一）出让方基本情况 重要内容提示： 1、本次权益变动主体为持有江苏新瀚新材料股份有限公司（以下简称"新 瀚新材"或"公司"）5%以上股份的股东严留新（以下简称"出让方"）及其 一致行动人秦翠娥。本次权益变动为询价转让，本次权益变动后，出让方及其一 致行动人拥有权益的股份占公司总股本的比例由 45.03%下降至 42.03%（以下 简称"本次权益变动"）。 2、出让方为新瀚新材控股股东、实际控制人之一，为公司董事、高级管理 人员，本次权益变动不会导致上市公司控股股东及实际控制人发生变化，不会对 公司治理结构及持续经营产生重大影响。 3、本次询价转让为非公开转让的询价转让方式，不会通过集中竞价交易方 式进行，不触及要约收购。受让方通过询价转让受让的 ...

证券代码：301076 证券名称：新瀚新材 公告编号：2025-026 江苏新瀚新材料股份有限公司 股东询价转让定价情况提示性公告 严留新（以下简称"出让方"）保证向江苏新瀚新材料股份有限公司（以下 简称"新瀚新材"或"公司"）提供的信息内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为27.50元/股。 （二）经出让方与组织券商协商，一致决定启动追加认购程序，追加认购截 止时间不晚于2025年7月2日。 二、相关风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 经营。 特此公告。 根据2025年6月18日询价申购情况，初步确定的本次询价转让价格为27.50元/ 股； 本次询价转让不通过集中竞价交易或大宗交易方式 ...