石化化工交运行业日报第75期：COFs是一种新兴的结晶性多孔高分子材料，宝丽迪已完成吨级量产-20250610

Investment Rating - The report maintains an "Overweight" rating for the petrochemical and chemical transportation sectors [5] Core Insights - Covalent Organic Frameworks (COFs) are emerging crystalline porous polymer materials with diverse potential applications in various fields such as catalysis, gas separation, biomedical purification, environmental treatment, and energy storage [1][3][12] - The production methods for COFs include solvent thermal synthesis, ionothermal synthesis, mechanochemical synthesis, and microwave-assisted synthesis, with solvent thermal synthesis being the most common [2][10] - Baolidi has achieved ton-level production of COFs, marking significant progress in industrialization, with plans for an annual production capacity of 200 tons [3][13] Summary by Sections Section 1: COFs Overview - COFs are characterized by high thermal and chemical stability, good biocompatibility, large specific surface area, and controllable chemical and physical properties [1][7] - Potential applications include catalytic refining, air separation, wastewater treatment, nuclear waste management, drug delivery, and energy storage [1][12] Section 2: Production Methods - The most common method for synthesizing COFs is solvent thermal synthesis, which operates at temperatures between 80-200°C for 2-9 days [2][10] - Other methods include ionothermal synthesis, which utilizes molten salts or ionic liquids, and mechanochemical synthesis, which involves grinding monomers [2][10][11] Section 3: Industrialization Progress - Baolidi's joint venture, YaoKe New Materials, focuses on the industrialization of COFs using a green synthesis technique developed by Nankai University [3][13] - The company has successfully developed multiple series of COFs super adsorbent products, demonstrating industrial application in areas such as nuclear waste treatment and VOCs removal [3][13] Section 4: Investment Recommendations - The report suggests focusing on undervalued, high-dividend, and well-performing companies in the "three barrels of oil" and oil service sectors, as well as domestic material companies benefiting from the trend of domestic substitution [4]