Core Insights - The sixth China New Materials Industry Development Conference, the third World Materials Conference, the ninth World Materials Summit, and the 26th International Materials Association Asian Materials Conference will be held from October 12 to 17 in Guilin, aiming to inject new vitality and momentum into the global materials science field [1][3] Group 1: Conference Overview - The series of conferences represents a historic "four-conference linkage," integrating four major brand events to attract over 30 countries' academicians, top research institution leaders, and representatives from leading enterprises in the materials science field [3] - Nearly 100 sub-forums will be set up, covering a wide range of topics including energy materials, information materials, structural materials, and biomaterials, providing a broad platform for global materials science communication and cooperation [3] Group 2: Focus and Goals - The theme of the series of conferences is "Accelerating Major Breakthroughs in Key Strategic Materials and Promoting High-Quality Development of New Productive Forces," closely aligning with the 2035 science and technology power goals and focusing on major national needs and breakthroughs in key materials [3] - The conferences aim to serve high-tech, high-end manufacturing, major engineering projects, and emerging industries, promoting materials science to a higher level [3] Group 3: Guilin's Role - Guilin has a strong momentum in the development of the new materials industry, with over 40 large-scale new materials enterprises and a solid industrial foundation [4] - The hosting of the series of conferences will bring unprecedented development opportunities to Guilin's new materials industry, helping to establish it as a regional innovation hub [4] Group 4: Conference Activities - The conference will focus on the entire chain from "basic research to technological breakthroughs to results transformation," with topics highly aligned with Guilin's new materials industry direction [4] - Specific sub-forums will include "Origins and Evolution of Human Materials Science," "Talc Materials Industry Sub-Forum," and "International Seminar on Diamond and Its Functional Applications," showcasing Guilin's achievements in materials science [4] Group 5: Technological Innovations - An AI matching system will be introduced for the first time to enhance participant experience and efficiency in results transformation, along with AI simultaneous translation stations and a digital resource library [5] - The conference will adopt a "hybrid" model, facilitating remote participation from international experts and expanding the conference's influence [5] Group 6: Strategic Development - Guilin will leverage this platform to connect with top international resources, promote local talent policies, and attract high-level talent teams to support industrial innovation [5] - The goal is to establish long-term cooperation mechanisms between local enterprises and academicians through joint research centers and collaborative technological breakthroughs [5]

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 新材料是新一轮科技革命和产业变革的基石与先导，是支撑现代化产业体系建设、培育新质生产力的关 键领域。加快发展新材料产业，对推动我国产业基础高级化、产业链现代化，实现高水平科技自立自 强，建设制造强国、质量强国具有重大战略意义。为系统谋划"十五五"时期新材料产业发展蓝图，依据 国家"十五五"规划纲要总体部署和《中国制造2035》战略要求，特制定本规划。 一、产业背景与发展形势 （一）"十四五"发展回顾 "十四五"期间，我国新材料产业规模持续壮大，创新能力显著提升，部分领域取得突破性进展。产业总 产值突破8.2万亿元，年均增速保持12%以上。关键战略材料保障能力稳步提高，前沿新材料研发与产 业化步伐加快。 ——成就： 在 超高强度钢、高性能碳纤维、半导体硅片、锂离子电池关键材料、生物医用材料 等领域 实现技术突破和规模化应用； 材料基因组、增材制造等 新方法应用深化；国家级新材料平台建设取得 成效；产业集聚效应增强，形成若干特色产业集群。 ——挑战： 部分 高端材料（如高端芯片用光刻胶、高纯度靶材、航空发动机 ...

Group 1: Industry Development - The city of Dengfeng has developed two main industries: aluminum processing and equipment manufacturing, along with strategic emerging industries represented by new materials [1] - The company Cijin Technology (Henan) has 19 invention patents and produces semiconductor packaging materials and frequency devices, filling multiple domestic gaps in applications such as communication and automotive [1] - Liu Ning emphasized the importance of enhancing original innovation capabilities and increasing R&D investment to promote the continuous innovative development of the new materials industry [1] Group 2: Cultural Heritage and Tourism - The historical building complex "Heaven and Earth in the Middle" in Dengfeng includes 8 sites and 11 historical buildings, recognized as an important world cultural heritage [2] - Liu Ning highlighted the need to protect, inherit, and promote Chinese cultural treasures, aiming to enhance the influence of Mount Song and develop it into a world-class cultural tourism destination [2] - The focus is on systematic protection and revitalization of cultural relics, as well as deepening the integration of culture and tourism to make the tourism industry a pillar industry [2] Group 3: Economic and Social Development - Liu Ning called for the implementation of Xi Jinping's important speech during his visit to Henan, focusing on the "1+2+4+N" target task system to develop leading county industries and build a modern industrial system [3] - The current weather conditions have affected the "three autumn" production, and relevant departments are urged to coordinate and implement precise measures to ensure food security [3] - With the upcoming "Double Festival," local authorities are responsible for enhancing governance and ensuring a safe and orderly tourism market [3]

Core Insights - The Huizhou New Materials Industrial Park has attracted a total of 36 projects with a cumulative investment of 47.6 billion yuan, focusing on high-end plasticizers and electronic chemicals in 2025 [1] Group 1: Strategic Positioning - The park aims to become a leading new materials industrial base in China and an innovation hub for new materials technology in the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging raw material resource advantages [1] - The industrial park is concentrating on downstream petrochemical industries such as high-end polyolefins and semiconductor materials, accelerating the aggregation along the complete industrial chain from C2 to aromatics [1] Group 2: Project Highlights - In the first half of the year, the signed electronic chemical projects focus on semiconductor packaging materials and display panel materials, further strengthening the electronic new materials industry cluster led by Bailihong Shengda and Xingfu Electronics [1] - A key project for the first half of 2025 is the Guangdong Lichuang Chemical New Materials Co., Ltd. project, with a total investment of 2.56 billion yuan, producing 180,000 tons/year of phthalic anhydride and 800,000 tons/year of various plasticizers, expected to become the largest plasticizer production base in China with an estimated annual output value of 8.8 billion yuan [1]

Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant developments, including the expansion of production capacities and successful financing rounds for innovative companies [1][3][4] - The introduction of anti-dumping measures by the US against Chinese MDI imports indicates potential market disruptions and pricing pressures [2] Summary by Sections Industry Development Dynamics - Jiuzhou Star Technology has added 12,000 tons of ultra-high molecular weight polyethylene fiber capacity, with plans to increase production to 20,000 tons by the end of 2026 and potentially expand to 40,000 tons in the future [1] - The company aims to capture the civilian market and enhance the potential of "fiber intelligence manufacturing" [1] Investment and Financing Dynamics - Plastic New Technology completed several million yuan in pre-A round financing, focusing on building a 10,000-ton bioenzyme-based recycled PET production line, with expectations to achieve cost parity with virgin PET within three to five years [3] - Qingyun New Materials secured hundreds of millions in C round financing to support the development of next-generation Kunlun super materials and global capacity expansion, maintaining a market share exceeding 33% [4]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][5] Core Views - The company, Shanshui Technology, is engaged in the research, production, and sales of dye intermediates and pesticide and pharmaceutical intermediates, with a recent stock incentive plan indicating a clear growth path for the next three years [1][2] - The company has shown significant revenue growth, with a 23.08% year-on-year increase in H1 2025, achieving revenue of 305 million yuan, and a notable 38.9% quarter-on-quarter increase in Q2 2025 [2] - The company is expanding into new materials, with a planned investment of approximately 6 billion yuan in a new chemical materials project, expected to generate an annual output value of 8 billion yuan upon completion [3] Financial Summary - For H1 2025, the company reported a revenue of 305 million yuan, with a gross margin of 29.35% and a net profit of 48 million yuan [2] - The projected net profits for 2025-2027 are 130 million yuan, 300 million yuan, and 360 million yuan, respectively, with corresponding price-to-earnings ratios of 51X, 22X, and 18X [3] - The company anticipates a significant increase in revenue, with projections of 608 million yuan in 2025, 1.583 billion yuan in 2026, and 1.868 billion yuan in 2027, reflecting growth rates of 20.44%, 160.49%, and 17.97% respectively [4][11]

Core Viewpoint - Zhejiang Fulai New Material Co., Ltd. plans to issue A-shares to specific investors to raise up to 710 million yuan for expanding production capacity in label printing materials, upgrading electronic-grade functional materials, enhancing the R&D center, and supplementing working capital [1][5][6]. Group 1: Background and Purpose of the Issuance - The functional coating composite materials industry has been encouraged by various government policies, leading to significant market potential and growth opportunities [2][4]. - The label printing industry in China has experienced rapid growth, with the production of self-adhesive labels increasing from 7.1 billion square meters in 2019 to 9.7 billion square meters in 2023, representing a compound annual growth rate of 8.11% [2]. - The company aims to leverage its integrated production capabilities and expand its market share in both domestic and international markets, particularly in the electronic-grade functional materials sector [4][5]. Group 2: Financial Impact and Measures - The issuance is expected to dilute the immediate returns for existing shareholders, with projections indicating a decrease in earnings per share under various profit growth scenarios [16][17]. - The company has committed to measures to mitigate the dilution of immediate returns, including strict management of raised funds and enhancing operational efficiency [19][20][21]. Group 3: Issuance Details - The issuance will involve up to 35 specific investors, including qualified institutional investors and asset management companies, ensuring compliance with regulatory requirements [8][10]. - The pricing of the shares will be based on the average trading price over the 20 trading days prior to the issuance date, ensuring fairness in the pricing process [9][10]. Group 4: Conclusion - The issuance plan is deemed necessary and feasible, aligning with the company's strategic goals for sustainable growth and enhanced competitiveness in the market [21].

Core Viewpoint - Zhejiang Fulai New Material Co., Ltd. plans to issue A-shares to specific investors to raise funds for expanding production capacity and enhancing competitiveness in the functional coating composite materials industry, which is supported by government policies and market demand [9][10][11]. Group 1: Company Overview - Company Name: Zhejiang Fulai New Material Co., Ltd. - Registered Capital: RMB 201,395,263 [9] - Stock Code: 605488, Listed on Shanghai Stock Exchange [10]. Group 2: Background and Purpose of the Issuance - The issuance is driven by the rapid growth of the functional coating composite materials industry, supported by national policies such as the "14th Five-Year Plan for the Development of Raw Materials Industry" [10][11]. - The company aims to leverage its integrated production capabilities to enhance market share and drive revenue growth in the label printing and electronic-grade functional materials sectors [14][15]. Group 3: Issuance Details - The total amount to be raised is not exceeding RMB 71,000 million, with a maximum issuance of 84,062,775 shares, which is 30% of the company's total share capital prior to the issuance [19][18]. - The issuance will be conducted after obtaining approvals from the shareholders' meeting, the Shanghai Stock Exchange, and the China Securities Regulatory Commission [22]. Group 4: Use of Proceeds - The raised funds will be allocated to projects including the expansion of label printing materials production capacity and the upgrade of electronic-grade functional materials production lines [24][30]. - The label printing materials project aims to increase annual production capacity by approximately 77.3 million square meters, while the electronic-grade functional materials project will add about 3.7 million square meters of capacity [24][30]. Group 5: Market Trends and Opportunities - The label printing industry in China has seen a compound annual growth rate (CAGR) of 8.11% from 2019 to 2023, with the market size expected to continue growing [11][25]. - The electronic-grade functional materials market is also expanding, driven by the growth in consumer electronics and automotive sectors, with significant increases in smartphone and electric vehicle sales projected for 2025 [12][30].

Core Viewpoint - The seventh China International New Materials Industry Expo highlights the strategic importance of the new materials industry in Heilongjiang Province, emphasizing its role in the province's modernization and industrial upgrade efforts [1][2]. Group 1: Industry Development - Heilongjiang Province is implementing a strategic emerging industry doubling plan and a future industry incubation acceleration plan to enhance new productivity and promote new industrialization [1]. - The new materials industry is identified as a key focus within the province's "4567" modernization industrial system [1]. Group 2: Expert Recommendations - Experts suggest that Heilongjiang should leverage its advantages in graphite and ultra-pure target materials to upgrade raw materials and push the industry chain from "point" to "chain" [1]. - The province's strong research resources, including institutions like Harbin Institute of Technology, provide a solid foundation for the development of the new materials industry [1]. - The new materials sector is seen as a crucial part of national strategic emerging industries and should be prioritized for development [2]. Group 3: Future Directions - The new materials industry should focus on high-performance multifunctionality, greenness, and cost-effectiveness, with an emphasis on extending graphite applications into graphene and new energy batteries [2]. - The successful transition from laboratory research to production is critical for the industry to thrive [2]. - Innovation-driven and green development strategies are essential for Heilongjiang to cultivate a prosperous new materials sector [2].

中新网哈尔滨8月30日电 (记者王妮娜)"黑龙江地处'一带一路'中蒙俄经济走廊战略枢纽，是我国向北开 放新高地，与矿产资源丰富的俄罗斯远东地区毗邻，在新材料产业和技术合作上有较大潜力。"黑龙江 省工信厅副厅长王毅说。 活动现场，黑龙江省新材料产业专班作主题推介，大庆市、哈尔滨新区、哈尔滨银行作专题推介，重点 推介了黑龙江发展新材料的产业基础、主要优势和发展重点，以及黑龙江省在政策赋能、要素成本、营 商环境等方面的基本情况和主要做法。中国有色矿业集团、中铁资源及联合飞机、浙江海正、新和成、 安徽丰原等企业负责人分别发言，畅谈到黑龙江投资感受，介绍近期和未来在黑龙江的投资设想和发展 布局，并对黑龙江发展新材料产业提出有针对性的意见建议。 黑龙江凝聚全省政产学研用等各方力量，高位推进产业提质量、壮规模，在产业创新、规模层次、转型 升级、集群发展等方面取得扎实成效。(完) （文章来源：中国新闻网） 这是记者8月30日在哈尔滨举行的黑龙江省新材料产业投资恳谈会上了解到的。 此次会议是第七届新博会的重要活动之一，旨在宣传推介黑龙江新材料产业发展优势、投资项目和营商 环境，为加强与国内外创新链、产业链、资金链、人才链交流合 ...