Poly Plastic Masterbatch (SuZhou) (SZ:300905) 光大证券研究·2025-06-10 14:11Core Viewpoint - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymer materials with diverse potential applications in various industries, including catalysis, gas separation, biomedical purification, environmental treatment, and energy storage [2]. Group 1: Characteristics of COFs - COFs are characterized by high thermal and chemical stability, good biocompatibility, large specific surface area and porosity, controllable chemical and physical properties, low framework density, and permanently open pore structures [2]. - The materials can be utilized in various fields such as catalysis for refining and air separation, water treatment for industrial wastewater and seawater desalination, military applications for nuclear waste treatment, biomedical applications for drug and enzyme delivery, and energy applications for lithium battery storage and solar energy conversion [2]. Group 2: Preparation Methods of COFs - Common methods for synthesizing COFs include solvent thermal synthesis, ionothermal synthesis, mechanochemical synthesis, and microwave-assisted synthesis [3]. - Solvent thermal synthesis is the most widely used method, involving a mixture of reactants in a sealed environment at temperatures between 80-200°C for 2-9 days [3]. - Ionothermal synthesis utilizes molten salts or ionic liquids to create ionothermal conditions, while mechanochemical synthesis involves grinding monomers to form new covalent bonds [3]. - Microwave-assisted synthesis accelerates reactions through strong interactions between electromagnetic waves and moving charges [3]. Group 3: Industrial Progress of COFs - Baolidi has achieved ton-level production of COFs and is advancing industrialization efforts [4]. - In May 2023, Baolidi partnered with Professor Zhang Zhenjie from Nankai University to establish a joint venture, YaoKe New Materials (Suzhou) Co., Ltd., focusing on the industrialization of COFs [4]. - The company has developed multiple series of COFs super adsorbent products with applications in nuclear waste treatment, water pollutant removal, and VOCs treatment, validated for industrial use [4]. - YaoKe aims to achieve an annual production capacity of 200 tons of COFs materials, with project approvals completed and design and environmental assessments underway [4].