Poly Plastic Masterbatch (SuZhou) (SZ:300905) EBSCN·2025-07-17 02:38Investment Rating - The report maintains a "Buy" rating for the COFs industry, indicating an expected investment return exceeding 15% over the next 6-12 months [5][48]. Core Insights - COFs (Covalent Organic Frameworks) are emerging as a new class of porous crystalline materials with precise tunable pore structures and surface functionalities, showing vast application potential in energy storage, environmental remediation, and biomedicine [4][44]. - The demand for COFs materials is projected to grow significantly, with the market for solid-state battery COFs expected to increase from $0.05 billion in 2024 to $0.61 billion by 2031, reflecting a CAGR of 35% [3][42]. Summary by Sections 1. COFs Structural Design and Synthesis Innovations - COFs are crystalline porous polymers formed by covalently linking organic molecules, characterized by ordered nanopores, high surface area, and excellent thermal stability [1][13]. - The development of COFs represents a trend from inorganic to organic porous materials, with advancements in synthesis methods such as solvent thermal and ionic thermal methods [1][14]. 2. Accelerated Cross-Field Applications of COFs - COFs are driving technological revolutions across various sectors due to their unique designable crystal structures and superior physicochemical properties [2][33]. - In the energy sector, COFs enhance battery energy conversion efficiency and serve as effective electrode materials [2][34]. - COFs also provide innovative solutions for environmental remediation, such as selective adsorption for water treatment and air purification [2][36]. - In biomedicine, COFs enable targeted drug delivery and detection of heavy metal ions with high sensitivity [2][38]. 3. Industrialization Breakthroughs in COFs - The global demand for COFs is rapidly increasing, with companies like Baolidi leading the market by achieving solvent-free synthesis and scaling production to 200 tons annually [3][43]. - Baolidi's joint venture, YaoKe New Materials, has successfully implemented green synthesis technology, facilitating the transition from laboratory to large-scale production [3][42]. 4. Investment Recommendations - The report emphasizes the promising future of COFs materials, particularly highlighting Baolidi's collaboration with leading academic figures to advance COFs commercialization [4][44]. - The ongoing construction of a 200-ton annual production line for COFs materials is underway, with project approvals completed [4][43].