展会的参展范围非常广泛，涵盖半导体材料、电池材料和汽车电子材料等多个领域。在半导体材料方面，展出内容包括原材料、先进材料、组装材料和包装 材料。这些材料是芯片制造的基础，从硅片、光刻胶到封装材料，都是推动半导体行业发展的关键要素。随着技术的不断进步，材料的性能要求也在不断提 高，例如更高的纯度、更优的热稳定性和更好的封装性能，以满足芯片微型化和高性能的需求。在电池材料方面，展出内容包括电池电力材料、氢电池材 料、电池组装材料、包装材料和替代材料。电池作为新能源产业的核心，材料的改进直接关系到电池的能量密度、安全性和充放电效率。氢电池作为未来潜 力巨大的能源形式，其材料研发也成为行业关注的焦点。汽车电子材料方面，内容涵盖内饰材料、外饰材料、轻量化材料、散热材料、电子材料、自动驾驶 相关材料和先进功能材料。随着汽车智能化和电动化的发展，汽车电子材料的需求不断增长，从而带动相关材料技术的创新。比如，轻量化材料不仅减轻车 身重量，还能提升续航里程；散热材料则确保电子系统正常运行，保障安全性能。 2026年韩国电池半导体材料展览会（MATERIALKOREA）将于3月25日至27日在仁川松岛会展中心盛大举行。作为一年一 ...

本报记者 李 蕊 没有血肉的新材料，竟然也会"害羞"？ 今年4月，国际橡塑展在广东深圳举行。道恩集团展位内，一束光打在新研发的弹性体材料上，其表面 泛起红晕，宛若人类害羞时的脸颊。 "我们正在研发的这款弹性新材料，将来可以模拟人的皮肤，让仿生机器人有更多'表情'。"道恩集团旗 下的山东道恩高分子材料股份有限公司(以下简称"道恩股份")弹性体研发部经理刘蕾介绍。 这家活跃于国际新材料前沿的科技企业，多年前还只是山东烟台龙口市一家不起眼的民营企业。 1991年，道恩集团董事长于晓宁带着5名员工，凑出20万元，在龙口市开始创业；2002年，企业走到转 型路口，来自时任北京化工大学材料科学与工程学院教授张立群的消息，让于晓宁眼前一亮——高性能 热塑性弹性体(TPV)材料在实验室取得突破。 此后，企业又向新的"卡脖子"技术——氢化丁腈橡胶发起冲击。这种综合性能极优的橡胶是国产大飞机 等特殊装备的刚需材料，其生产技术长期被国外垄断。经过9年持续攻关，2019年，道恩生产出第一块 氢化丁腈橡胶，我国成为继日本、德国之后第三个完全拥有该材料制备技术自主知识产权的国家。 如今的道恩集团，已跃升为龙口市高端化工产业链链主企业、山 ...

Summary of Key Points from the Conference Call on Soda Ash Industry Industry Overview - China has become the world's largest soda ash producer, accounting for 51% of the global market share [1][2] - The industry is entering a new expansion phase with significant new capacity expected in 2023-2024, primarily utilizing low-cost production methods [1][2] - An estimated 5.8 million tons of new soda ash capacity is projected for 2025, with 2.8 million tons from Yuanxing Energy [1][7] Market Dynamics - By the first half of 2025, the soda ash market is expected to experience oversupply, with an operating rate around 80% and inventory levels reaching approximately 3 million tons [1][8] - The price spread of soda ash has adjusted to historical lows since 2009 due to a decrease in coal prices [1][8] - Demand is primarily driven by the glass industry, which accounts for over 70% of consumption, with flat glass applications making up 40% [1][8] Production Methods and Cost Structure - The soda ash industry mainly utilizes two production methods: synthetic and natural soda ash, with synthetic methods dominating at about 70% [4] - Natural soda ash production is more cost-effective, with costs around 600 RMB/ton compared to 1,200 RMB/ton for synthetic methods [3][12] - Companies like Boyuan Chemical, which utilize natural soda ash production, are expected to achieve significant profits due to their cost advantages [3][11] Policy Impact - National policies are driving the upgrade and elimination of outdated production facilities, with 30% of facilities being over 20 years old [9][10] - By 2025, 10% of non-compliant capacity must be phased out, which will enhance industry efficiency and environmental standards [10] Investment Opportunities - Companies with natural soda ash advantages, such as Boyuan Chemical, are highlighted as key investment opportunities due to their significant cost advantages and market share potential [11][12] - Boyuan Chemical's total capacity is expected to reach 9.6 million tons by the end of 2025, representing nearly 20% of the domestic market [3][11] Future Trends - The soda ash industry is expected to shift towards low-cost and environmentally friendly production methods, with increased reliance on natural soda ash [15] - China's export ratio for soda ash is currently low at 7%, indicating potential for market expansion through increased exports [15] - Companies like Zhongyan Chemical are also positioned for growth by leveraging low-cost production advantages [16] Coal Price Impact - Fluctuations in coal prices significantly affect the profitability of soda ash producers, with synthetic method producers facing higher cost pressures compared to those using natural methods [17]

Core Viewpoint - Yuanli Technology (元利科技) has officially signed a strategic cooperation memorandum with Lubrizol, a specialty chemicals company under Berkshire Hathaway, to collaborate in the personal care sector, focusing on the development and market application of bio-based and environmentally friendly new materials [1] Company Summary - Yuanli Technology is a leading enterprise in China's fine chemical industry, dedicated to the industrial application of green manufacturing and synthetic biology technology [1] - Lubrizol holds significant influence in the global specialty chemicals market, enhancing the partnership's potential impact [1] Industry Summary - The collaboration aims to build a more resilient and sustainable supply chain, focusing on forward-looking technological cooperation in new materials for personal care [1] - The partnership is expected to accelerate innovation processes through resource integration, providing more efficient and sustainable services to global customers, and promoting technological advancement and green transformation in the personal care industry [1]

Core Viewpoint - The event highlighted the value of communication and confidence in building a sustainable future for listed companies in Shanghai, with a focus on the performance of companies like Huafeng Superfiber [1] Company Summary - Huafeng Superfiber (300180) specializes in the development, production, and sales of ultra-fine fiber materials, showcasing its capabilities in process research and production capacity [1] - The company’s green and eco-friendly products, including recyclable super fibers, bio-based super fibers, and fully water-based super fibers, maintain a stable level of added value and gross margin [1]

证券代码：优彩资源 证券简称：002998 优彩环保资源科技股份有限公司投资者关系活动记录表 编号：YCZY20250923 3、今年以来，化工板块的景气度显著下降，公司是如何 在行业困难的情况下依旧保持业绩稳定的？ 答：首先，公司顺应国家"构建节约型社会、发展循环经 济、发展战略性新兴产业"的政策导向，坚持"变废为宝、绿 色发展"的发展理念，坚持"既要金山银山、又要绿水青山" 的绿色环保经济发展道路，公司依托获得国家科技进步奖的废 旧聚酯高效再生及纤维制备产业化集成技术，可以使原料从单 组分单次再生纯涤纶变为包容一定杂质的多组分多次再生原 材料。在实际应用场景中，包括氨纶、锦纶等杂质的原料也可 以被优彩使用。因此优彩可利用他人不能利用的原材料，将"垃 圾"视为放错了的资源，做到环保效益最大化。同时也降低了 原料成本，做到了经济效益最大化。另外，我们运用原液着色 技术，免去中间印染环节，进一步降低污染，同时通过不同功 能的复配组合，开发多种复合功能的纤维产品。其次，优彩在 原生产品方面也具备竞争优势。我们研发新型材料替代传统材 料，并且在细分领域中做到极致的定制化，差异化，功能化。 最后，我司生产线可以柔性切 ...

Group 1: Electronic Waste Management Initiatives - The rapid turnover of consumer electronics has led to increasing concerns about electronic waste management, prompting countries like Germany, Japan, and Belgium to implement standards and initiatives for electronic recycling and waste reduction [1] - Germany has introduced an effective trade-in incentive mechanism, allowing consumers to exchange old devices for vouchers, significantly increasing the recycling rate of old mobile phones, with an estimated 210 million unused phones in households [2][3] - Japan has established strict regulations under the Home Appliance Recycling Law, requiring consumers to pay for recycling services, which has resulted in high recycling rates for various appliances, such as 93% for air conditioners and 80% for refrigerators [5] Group 2: Recycling Technologies and Practices - Companies like 博萃循环 in Germany are innovating battery recycling technologies, achieving a recovery rate of up to 99% for critical materials through advanced separation techniques [3] - Panasonic's recycling facility in Japan processes around 550,000 appliances annually, achieving high purity levels for metals and plastics through meticulous manual and automated dismantling processes [4] - Belgium's recycling centers focus on sorting and repairing usable electronics, with a significant portion being refurbished and sold at low prices, while non-repairable items are processed for material recovery [7] Group 3: Public Engagement and Education - Belgium emphasizes community involvement in recycling efforts, with initiatives like "repair cafes" where volunteers help fix appliances and educate the public on recycling practices [6] - The non-profit organization "Recycling" in Belgium coordinates national electronic waste collection, requiring consumers to pay a recycling fee when purchasing new electronics, which funds the recycling process [6] - Educational programs targeting children are being implemented in Belgium to instill the value of recycling and resource recovery from a young age, exemplified by the creation of a robot made from discarded electronics [6]

Group 1 - The meeting highlighted the challenges faced by the Chinese furniture industry due to global political and economic uncertainties, resulting in a complex situation of "recovering domestic demand, pressured external demand, and reduced profitability" [2] - The China Furniture Association is promoting policies to stimulate furniture consumption and encouraging innovation and adaptation among industry players to meet new trends and demands [2][7] - The association has initiated the "Top Ten Chinese Furniture Brands" evaluation to recommend outstanding companies for national honors and to support the "Chinese Furniture Brand Going Global" initiative [2] Group 2 - The China International Furniture Expo is expanding its exhibition area and aims to enhance both domestic and international sales, focusing on design as a key driver for industry advancement [3] - Various regional furniture associations are implementing strategies to support digital transformation, green development, and market expansion, with a focus on training and resource integration [3][4] - The meeting served as a platform for sharing successful cases and experiences related to the industry's transformation towards greening, intelligence, and high-end development [7] Group 3 - The furniture industry in regions like Qingfeng, Lankao, and Nankang is focusing on green transformation and building a robust ecosystem to enhance competitiveness and achieve high-quality development [5][6] - The emphasis on collaboration among associations, government, and enterprises is crucial for addressing industry challenges and fostering sustainable growth [6][7]

Core Insights - The electric two-wheeler industry in China, known as "small electric donkeys," is rapidly expanding globally, becoming a new export highlight for Chinese manufacturing [1] - In 2024, China's exports of electric motorcycles and bicycles exceeded 40 billion yuan, with a global production capacity share of over 80% [1] - Wuxi, Jiangsu province, is a key hub for this industry, with companies like Yadea, Niu Technologies, and Aima leading the charge [1] Export Performance - In 2024, Wuxi's electric two-wheeler exports reached 600 million USD, a year-on-year increase of 40.9%, accounting for 8.8% of the region's total exports [1] - By the first half of 2025, the two-wheeler industry in Wuxi achieved an import and export volume of 350 million USD, growing by 31.9% year-on-year [1] Market Expansion - India has become the largest export market for Wuxi's two-wheelers, with exports reaching 180 million USD in 2024, representing 30% of total exports and a growth of 98.3% [2] - Other significant markets include Turkey, the Philippines, and Indonesia, with respective export shares of 11.7%, 11.2%, and 9.2% [2] Company Strategies - Yadea Technology Group, a leading player in the electric two-wheeler sector, has established a presence in over 100 countries and aims to expand its overseas production bases from 5 to around 10 [2] - The company focuses on solidifying its foundation rather than pursuing short-term sales, adapting products to local needs and building a comprehensive supply chain [2] Competitive Advantages - The rapid acceptance of Chinese electric two-wheelers in overseas markets is attributed to five core advantages: high cost-performance ratio, low operating costs compared to fuel motorcycles, convenience, advanced smart features, and the growing global influence of Chinese brands [3] - Many countries still primarily use fuel motorcycles, indicating significant growth potential for electric two-wheelers [3] Environmental Alignment - Chinese electric two-wheelers align with global demands for environmental sustainability and urban management, offering zero pollution and low noise [4] - Countries like Vietnam are implementing policies to phase out fuel motorcycles by 2027 and are encouraging the adoption of electric vehicles through government procurement [4] Industry Leadership - Wuxi's two-wheeler production has ranked first in China for ten consecutive years, accounting for one-third of the national market share [5] - This industrial base not only supports the domestic popularity of electric two-wheelers but also serves as a crucial engine for their global expansion [5]

Core Insights - The plant nutrient solution industry is gaining attention due to advancements in modern agricultural technology and the increasing demand for green, eco-friendly, and efficient agriculture [1][6] - The market for plant nutrient solutions in China is projected to reach 16.55 billion yuan in 2024, reflecting a year-on-year increase of 5.41% [1][7] - The industry is influenced by government policies aimed at promoting sustainable agricultural practices and reducing chemical fertilizer usage [4][10] Industry Overview - Plant nutrient solutions are liquid fertilizers that provide essential nutrients in a more absorbable form compared to solid fertilizers, with various types available for different growth stages of plants [3][6] - The industry is supported by a growing trend towards urban gardening and indoor plants, driven by urbanization and environmental beautification efforts [1][6] Industry Policies - Recent government initiatives emphasize the development of green fertilizers and the reduction of agricultural pollution, promoting the use of organic and bio-based fertilizers [4][10] - Policies encourage the integration of new technologies and fertilizers to enhance agricultural sustainability [4] Industry Value Chain - The value chain consists of upstream raw materials (nitrogen, phosphorus, potassium, etc.), midstream production of nutrient solutions, and downstream applications in agriculture and home gardening [6] - The total sown area of crops in China is expected to grow from approximately 1.66 million hectares in 2018 to 1.73 million hectares by 2024, driving demand for plant nutrient solutions [6] Competitive Landscape - The market features leading companies like Stanley, which leverage advanced technology and a wide distribution network to maintain significant market share [7][8] - Smaller companies are also emerging, focusing on niche markets through differentiated strategies [7] Industry Trends - The trend towards smart and precise fertilization is expected to become mainstream, utilizing technology for real-time monitoring and optimization of nutrient supply [9] - There is a growing consensus on the importance of green and sustainable practices within the industry, with companies focusing on eco-friendly products [10] - Customization of services is becoming a competitive focal point, with companies tailoring products to specific customer needs and conditions [12]