积极布局PEEK关键原料，中欣氟材6天4板

Company Performance - Zhongxin Fluorine Materials (002915) experienced a significant stock surge, reaching a limit-up price of 19.43 CNY per share, marking a 10.02% increase on April 29, with a trading volume of 7.24 billion CNY and a turnover rate of 13.16% [1][2] Industry Trends - The company has positioned itself in the high-performance lightweight materials market, with a production capacity of 5,000 tons per year for DFBP, a key raw material for PEEK, which has already been partially certified by clients [1][3] - The "14th Five-Year" plan for the new materials industry highlights special engineering plastics as a key development direction, indicating a favorable policy environment for capacity expansion and technological advancements [3][4] - The demand for PEEK is expected to surge, particularly in the humanoid robot sector, with projections estimating a requirement of 12,000 tons annually by 2030, which is 80% of the current global capacity [3][4] Market Outlook - The domestic market for PEEK materials is projected to reach 2.1 billion CNY by 2025, with a year-on-year growth of 10.53%, indicating a promising future for the industry [4]