【盘点】10家国内PEEK材料上市企业，产能及应用（文末附总结图）

Core Insights - PEEK (Polyether Ether Ketone) is experiencing continuous demand growth in the global high-end manufacturing wave, with the market dominated by UK-based Victrex, Belgium's Solvay, and Germany's Evonik, forming a "one strong, many strong" pattern [1] - China is becoming a core force in global PEEK capacity growth, with its share expected to rise from 17.3% in 2021 to 42% by 2025, and the market size projected to reach 1.9 billion yuan in 2024, with a compound annual growth rate (CAGR) of 15.5% from 2018 to 2024, significantly higher than the global average [1] Company Layouts - Zhongyan Co., Ltd.: Currently has a PEEK pure resin capacity of approximately 1,000 tons/year, making it the largest PEEK producer in China and the fourth globally in the thousand-ton category. The company expects a revenue of 277 million yuan in 2024, with PEEK accounting for 58.95% of its main business [3][6] - Water Co., Ltd.: Has a 1,000 tons/year PEEK resin production line in Chongqing, with a full-chain capability from key monomer DFBP to modification. In the first three quarters of 2023, R&D investment was 71.5 million yuan, accounting for 6.46% of revenue [6][8] - Jinfa Technology: Owns proprietary PEEK polymerization technology and plans a large capacity of 5,000 tons/year. In the first three quarters of 2023, the company reported over 10 billion yuan in revenue, though specific data on PEEK's contribution is not disclosed [8][10] - Ningbo Huaxiang: Plans to establish the largest known single PEEK capacity globally, totaling 12,000 tons, with the first phase of 4,000 tons expected to be operational by the end of 2026 [10][12] - Guoen Co., Ltd.: Plans to invest 960 million yuan to build a 1,000 tons/year PEEK polymerization and modification capacity, focusing on vertical integration from resin to modified materials to finished products [12][14] Applications and Market Trends - PEEK materials are being applied in various sectors, including humanoid robots (joint bearings, harmonic reducer friction plates), new energy vehicles (battery pack components, connectors), and medical applications (orthopedic implants) [7][19] - The domestic PEEK industry has formed a multi-path development pattern, with companies advancing industrialization processes based on their strengths in different application scenarios [24]