SIASUN(SZ:300024) Xuan Gu Bao·2025-04-29 02:57Core Viewpoint - The PEEK (Polyether Ether Ketone) concept has seen a surge in stock performance, with companies like Zhongxin Fluorine Materials, Jusay Long, and Xinhang New Materials experiencing significant price increases, indicating a growing interest and investment in the PEEK materials sector [1][2]. Company Developments - Zhongxin Fluorine Materials has completed a 5000-ton DFBP (4,4'-Difluorobenzophenone) project, which is a key raw material for PEEK, and has begun trial production [2]. - Jusay Long holds a patent for an environmentally friendly recycled PEEK/PPS composite material, indicating innovation in the PEEK materials space [2]. - Xinhang New Materials is recognized for its long-term research and understanding of the PEEK supply chain, having received acknowledgment from key customers for its high-quality products [2]. - Dayang Bio's products are primarily used in high-end new materials, specifically as a raw material for PEEK [2]. - Zhongyan Co. has reported a significant increase in revenue and net profit, highlighting the financial growth within the PEEK sector [3]. Industry Insights - PEEK is positioned as a high-performance polymer suitable for extreme environments, with applications in aerospace, automotive, electronics, and nuclear energy [4]. - The demand for PEEK is expected to grow significantly, particularly in humanoid robots, with projections indicating that by 2030, the sales of humanoid robots in China could reach 271,214 units, driving substantial PEEK demand [4]. - The consumption of DFBP in China has increased from 1,037 tons in 2019 to 1,911 tons in 2023, with a compound annual growth rate of 16.52%, and is expected to continue growing [5]. - PEEK's properties make it an ideal material for high-voltage applications, particularly in the emerging market for electric vehicles, which is anticipated to increase the demand for PEEK materials [5].