证券代码：300218 证券简称：安利股份 安徽安利材料科技股份有限公司投资者关系活动记录表 5、水性、无溶剂产品销售占比情况？ 答：2024 年度，公司水性、无溶剂产品销售占比约 22%， 且目前这一占比正处于逐步提升的态势。公司积极推进生产线 的更新改造，不断优化产能结构布局，如逐步调整湿法生产线， 增加可兼容生产水性、无溶剂产品的干法复合型生产线等。公 司计划未来两三年进一步提升水性、无溶剂产品销售占比。 6、公司在耐克鞋材内部采购份额的提升空间？ | |  特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访业绩说明会 | | | □新闻发布会路演活动 | | 类别 |  现场参观 | | | 其他 | | 参与单位名称及 | | | 人员姓名 | 凛冬资产：陈亮、吴真军 | | 时间 | 2025 年 7 月 18 日 15:00-16:00 | | 地点 | 公司行政楼九楼会议室 | | 上市公司接待人 | 董事会秘书、副总经理：刘松霞 | | 员姓名 | 证券事务代表：陈丽婷 | | | 一、参观公司展厅； | | | 二、主要问题及回答： | ...

Core Insights - The carbon fiber cloth industry in China is experiencing rapid growth, with a projected market size of approximately 7.713 billion yuan by 2024, driven by its applications in various sectors such as construction, aerospace, automotive, and high-end sports equipment [1][13]. Industry Overview - Carbon fiber cloth, known for its high strength, lightweight, and excellent corrosion resistance, is a key material for industry transformation, particularly in building reinforcement [1][4]. - The manufacturing of carbon fiber cloth involves processes such as weaving and molding, with machine weaving allowing for mass production [6]. - The industry supply chain includes raw materials (carbon fiber, resin, etc.), manufacturing, and downstream applications across multiple sectors [8][10]. Market Dynamics - The demand for high-performance carbon fiber is increasing, with the carbon fiber market in China expected to grow from 4.76 billion yuan in 2018 to 17.14 billion yuan by 2024, reflecting a compound annual growth rate (CAGR) of 23.8% [10]. - The aerospace sector is a significant downstream market for carbon fiber cloth, with applications in aircraft and spacecraft manufacturing, enhancing performance and fuel efficiency [11]. Competitive Landscape - The Chinese carbon fiber cloth industry features both international giants (e.g., TORAY, Hexcel) and domestic leaders (e.g., Guangwei Composite Materials, Hengshen) competing in the market [16][17]. - Companies are focusing on technological innovation and quality management to maintain competitive advantages in a rapidly evolving market [16]. Key Companies - Guangwei Composite Materials is a leading player with a comprehensive product range and a projected revenue of 1.452 billion yuan in 2024 [18]. - Zhongfu Shenying specializes in high-performance carbon fiber and is expected to generate 1.543 billion yuan in revenue in 2024 [20]. Industry Trends - The industry is moving towards lightweight materials to meet the demands of sectors like automotive and aerospace, with innovations in weaving techniques and ultra-thin carbon fiber cloth [22]. - Future developments include high-performance products exceeding T1000 grade, enhanced by nanomaterial modifications for improved durability [23]. - Multi-functional carbon fiber cloths are being developed, integrating features like conductivity and fire resistance, expanding market opportunities [25]. - Cost reduction strategies are being implemented through production process optimizations and recycling technologies, facilitating broader applications in civilian sectors [26].

Core Viewpoint - The European Patent Office (EPO) ruled in favor of Borealis, allowing it to continue producing polyolefin elastomer (POE) films, concluding an eight-year patent dispute with Mitsui Chemicals [2][6]. Group 1: Patent Dispute Overview - The dispute originated from Mitsui Chemicals' European patent EP2626911B1, granted in November 2017 for its ENGAGE® 8400 POE material, aimed at creating a technological barrier in the photovoltaic POE encapsulant film market [3]. - Borealis challenged the patent in August 2018, arguing it lacked inventiveness due to the existence of similar solar cell encapsulation polymer products in the market prior to Mitsui's patent application [4]. - EPO's final ruling in July 2025 determined that Mitsui's patent was invalid based on the concept of "market publicness," indicating that existing technology must be assessed based on its public availability rather than its extractability [5]. Group 2: Market Dynamics and Trends - POE has gained significant traction in recent years, with major players like Dow, Mitsui, ExxonMobil, LG Chem, SK, and SABIC dominating the market. China has been heavily reliant on imports, with approximately 860,000 tons imported in 2023 [7]. - The penetration rate of POE in N-type module encapsulation has increased from 20% to 40%, squeezing the high-end EVA market and driving global demand for POE to 1.5 million tons [8]. Group 3: POE Product Types and Applications - Main types of POE include four-carbon POE and eight-carbon POE. Four-carbon POE is cost-effective and widely used in general products, while eight-carbon POE offers superior performance in extreme conditions but has higher production costs due to reliance on imported raw materials [9][10]. - Four-carbon POE is primarily used in cost-sensitive products, while eight-carbon POE is utilized in high-performance applications such as automotive parts and high-end packaging [10]. Group 4: Technological Barriers and Innovations - Key technological barriers in POE production include metallocene catalyst systems, sourcing high-carbon α-olefins, and solution polymerization processes. The catalyst's high-temperature resistance and equipment costs are significant challenges [11]. - Recent breakthroughs in the synthesis of 1-octene, a crucial raw material, have been achieved, with several companies establishing industrial trial facilities for its production [12]. - The China Petroleum and Chemical Corporation announced successful advancements in reactor heat control and polymer stability, leading to the development of a thousand-ton/year solution method for high-end elastomers [13]. Group 5: Future Directions - Future developments in POE materials are expected to focus on sustainability and multifunctionality, including the creation of bio-based, biodegradable, and recyclable POE products, as well as enhancements through the incorporation of nanoparticles and fibers [14].

自工业革命以来，灯便一直是每个家庭不可或缺的必需品。 而随着时代的进步，灯具 也开始细分种类：台灯、壁挂灯、氛围灯 ...不同灯具对应不同功能。 通通买回来价格太贵，好多灯用不了几次就被闲置。 想要挑选一款多场景适用的灯具，现如今倒成了一件困难事！ 到底有没有集颜值和实用于一体、多场景适配的灯具？ 答案当然是肯定的。 今天就来给大家推荐一款 轻松拆卸、万能百变、价格实惠的便携式灯具： ceker多功能LED灯 毫不夸张的说，ceker多功能台灯 真正做到了「一灯充当多灯用」！ 一个灯身配套支架+夹架+磁吸座，可吸可挂可立， 只有想不到，没有它做不到！ 首先是zui普遍的台灯式用法， 将灯身的磁吸口靠近支架，一个精致小巧的台灯瞬时出现在眼前。 独特的 环绕式磁吸结构，360°方向随意调节毫无压力， 可以照射到任何角度。 细支架白色外形简约美观，与任何装潢都能完美融合，十分百搭。 周围没有桌子也不用担心！毕竟 ceker台灯「万物皆可夹」。 只要有固定处就能紧紧扣住，哪里都可以放置，特别方便移动～ 除此之外， ceker万能灯还配备悬挂式用法～ 只要有金属就能轻松自动吸附。 相比于普通吊灯需要在墙壁上打孔，cek ...

终极目标是要把Vala车做成百变的移动空间。 作者丨赵晓晓 编辑丨关雎 图源 丨 Vala 坐到车里，才更深刻感受到孙海涛描述的那个汽车新物种—— Vala P ro ，一款 横跨生活和工作场 景的多功能 纯电 车 ，孙海涛把它定义为生活方式的延展。 车内像一个温馨的小客厅，充电接口有 十几个 ；沙发打开，就是一张床；调控器是个圆屏，此前只 有宝马MINI COOPER是这种设计。 Vala P ro是国内第一款铺上电地暖的电车。升顶设计也是这款车独有，人可以在车里站起来，也可 以在车顶上睡觉，像一个小型的 Loft 。另外，车主可以根据自己的喜好随意搭配软装，像拼乐高一 样。 Vala是孙海涛的又一次创业，也是51信用卡目前的一个核心业务。孙海涛在2012年创办51信用卡， 2018年在港交所上市。2019年后，由于政策原因，51信用卡开始转型，做过 SaaS服务、露营、儿 童游艺等 业务 。 51信用卡之前，孙海涛创办过三维地图平台E都市、找房网站房途网、房租支付服 务平台租房宝。 按照孙海涛的描述，Vala切入的是一个新场景和增量市场，区别于私家车、房车和露营车，它出售的 是一种生活方式。特定场景下，V ...

Group 1 - The company delivered 126 units of Vala cars in Q2 2025, representing a quarter-on-quarter increase of approximately 27.3% [1] - The company is collaborating with partners to enhance production capacity and optimize delivery processes to accelerate vehicle delivery [1] - As of June 30, 2025, the company has successfully recruited 131 quality co-creators to promote and sell Vala cars through their personal experiences and influence on social media [1] Group 2 - The company has established 13 Vala experience centers nationwide, operated by co-creators, which offer low setup costs and flexible layouts to enhance market coverage and brand influence [1] - The company launched a WeChat mini-program "valalife," attracting approximately 67,000 registered users by June 30, 2025 [2] - Vala has gained significant attention on social media, with a total of about 2.12 million followers and over 580 million cumulative video views as of June 30, 2025 [2] Group 3 - Vala is an industry-first original factory upgraded new energy multifunctional vehicle, aiming to redefine automotive lifestyle by transforming cars from mere transportation tools into multifunctional mobile spaces [2] - The vehicle supports various scenarios such as outdoor camping, business meetings, family entertainment, dining, and more, offering a comfortable and personalized multifunctional space [2]

Core Viewpoint - The music concert "National Meeting Hall" was held to celebrate the 104th anniversary of the founding of the Communist Party of China, showcasing a blend of artistic expression and patriotic sentiment [1][3]. Group 1: Event Overview - The concert featured a grand orchestral piece "I Love You, China" and included well-known revolutionary songs such as "Ying Shan Hong," "Nan Ni Wan," and "Shan Dan Dan Kai Hua Hong Yan Yan," creating a powerful emotional experience for the audience [1][3]. - The event was attended by students and faculty from the China Conservatory of Music, as well as renowned artists, highlighting the high artistic standards of the performance [3]. Group 2: Venue and Purpose - The National Meeting Center Phase II, referred to as the "National Meeting Hall," spans approximately 780,000 square meters and aims to enhance Beijing's capacity for hosting major events [4]. - Since its opening on May 13, the venue has hosted significant international and state-level events, indicating its strategic importance in the region [4]. - The concert served as a cultural initiative to honor the spirit of the Communist Party and explore collaborative opportunities within the new consumption innovation alliance [3][4].

Core Insights - The 2025 Shenzhen International Optical Industry Expo and Smart Wearable Exhibition showcased innovative smart glasses, highlighting the strength of the optical technology and smart wearable sectors [1][2][8] Industry Overview - The event attracted 112 exhibitors from over 20 countries, emphasizing the global interest in the optical and smart wearable industries [1] - The exhibition featured a special display on the 45-year development history of the Longgang eyewear industry, illustrating its evolution from manufacturing to intelligent production [9] Product Innovations - The "Snap Mirror," the first mass-produced AI glasses in China, integrates AI voice assistance, photography, recording, translation, and object recognition, weighing only 50g but feeling like 30g when worn [2] - The "Chain Boundary" smart glasses, developed in collaboration with Huawei, feature the HarmonyOS and provide health tips, call answering, and information broadcasting while ensuring comfort [4] - The Bluetooth smart glasses series from Price Technology, also in partnership with Huawei, offer customizable frames and a unique sound distribution system for enhanced auditory comfort [6] Regional Development - Over 80% of Shenzhen's eyewear manufacturing companies are located in the Yuanshan Street area, which has become a significant production base for global eyewear brands, exporting to over 120 countries [11] - The Yuanshan Eyewear Intelligent Manufacturing Industrial Park is the first "industrial building" project in the eyewear sector, boasting a nearly 70% occupancy rate and housing leading companies [11] - The area is positioned as a hub for innovation, with a complete industrial chain from raw materials to R&D, design, production, and sales [11][12]

中新网海口6月25日电 (记者 张茜翼)"我了解到海南自贸港多功能自由贸易账户相关政策，就马上订票 赶来实地考察。"来自伊朗的侨商吴梅娟25日对中新网记者表示，实实在在的政策红利，让她看到在海 南自贸港发展的广阔前景。 今年是海南自贸港封关运作、扩大开放之年，海南自贸港加紧推进核心政策落地，吸引侨商纷纷布局新 赛道。当日，来自美国、加拿大等37个国家和地区的40名侨界代表人士齐聚海口，参加2025年海南省海 外侨界代表人士省情研修班，共探合作新机遇。 建设海南自贸港多功能自由贸易账户是提升贸易投资自由便利化的重大实践。海南自贸港多功能自由贸 易账户2024年5月6日上线运行，支持跨境贸易结算、外商投资等多个业务场景，截至今年5月8日已累计 实现业务量超1200亿元人民币。 "在海南不仅能共享开放红利，更让我们看到了联通世界的新机遇。"吴梅娟计划在海南设立化工产品贸 易公司，进一步拓展跨境业务。(完) 教育产业也成为侨商投资海南的新热点。"海南的教育资源需要更加多元化、国际化。"加拿大海南商贸 总会副会长秦碧潆正返乡筹办一所融合中外教育理念的全日制民办学校，"将引入加拿大优质课程，结 合本地产业需求，培养精通先 ...

Core Insights - Molecular sieve activated powder is a highly porous powder material primarily composed of molecular sieves and carriers, used as catalysts or adsorbents to enhance reaction rates and efficiencies [1] - The market for molecular sieve activated powder is expected to grow steadily, reaching several billion dollars by 2025 due to increasing demand across various sectors [4][6] Application and Market Overview - Molecular sieve activated powder is widely used in chemical, petroleum, pharmaceutical, and environmental sectors due to its high adsorption and catalytic properties [2][4] - In the chemical industry, it serves as a catalyst to improve reaction rates; in the petroleum sector, it is utilized in oil processing and catalytic cracking; in pharmaceuticals, it aids in drug separation and purification; and in environmental applications, it is used for waste gas and water treatment [4] - The global market for molecular sieve activated powder is projected to maintain stable growth, driven by the ongoing development and demand in these industries [4] Emerging Opportunities - The market for molecular sieve activated powder is expected to expand into emerging fields such as new energy and new materials, reflecting the evolving industrial landscape [6] Regulatory Environment - The production and use of molecular sieve activated powder must comply with environmental regulations, safety standards, quality certifications, and intellectual property protections [7] - Government support for high-tech products like molecular sieve activated powder is increasing, providing more opportunities and favorable policies for production and application [7] Development Trends - Key trends in the molecular sieve activated powder market include a focus on efficiency, environmental sustainability, and multifunctionality [9]