科创板新材料公司纷纷切入“大厂”供应链

Group 1: Industry Overview - The new materials industry is experiencing a positive trend, with companies entering the supply chains of major downstream customers, indicating an overall improvement in industry sentiment [1][4][5] - Companies such as Tianyi New Materials and Suihua Technology are collaborating with leading enterprises in aerospace and commercial space sectors, enhancing their market presence [1][2] Group 2: Company Developments - Tianyi New Materials is focusing on expanding its composite material production capabilities for aerospace applications, including drones and rockets, and is actively participating in the development of standards for drone operations [1] - Suihua Technology has established deep partnerships with major domestic commercial aerospace companies, enhancing its product offerings in copper alloy components [2] - Jinbo Co., Ltd. has developed low-cost modified resin-based porous carbon products and is now a designated supplier for several mainstream automotive companies [3] Group 3: Market Demand and Future Outlook - The OLED organic materials sector is seeing high demand due to increased penetration in consumer electronics and the upcoming construction of new AMOLED production lines, which is expected to significantly boost material requirements [4][5] - The demand for electronic specialty gases and fluorine-containing new materials is increasing, driven by the needs of the integrated circuit, battery, and pharmaceutical industries [5][6] - Longying Technology is experiencing strong order growth in the optical device sector, driven by advancements in data transmission technologies and the need for high-speed, low-latency solutions [6]