Group 1: Investor Relations Activity Overview - The investor relations activity was categorized as a specific audience survey [3] - The event took place on June 17, 2025, at the company's headquarters in Wuxi [3] - Attendees included representatives from various securities firms and the company's board secretary, financial officer, and director [3] Group 2: Company Performance and Operations - The company reported a stable production and operational status with sufficient orders on hand [5] - Significant receivables from large debts were collected in Q1 2025, as detailed in the quarterly report [5] Group 3: Product Development and Client Engagement - The company is actively collaborating with clients on solid electrolyte projects and has received orders [6] - The company has nearly 30 years of experience in fine chemicals, enhancing its market competitiveness [7] - Products are utilized in the automated production processes of new modified materials and engineering plastics [7] Group 4: Share Buyback and Incentive Plans - The company has repurchased 701,614 shares, representing 0.67% of the total share capital [8] - Future stock incentive plans will be developed based on operational and management needs [8]

Company Overview - The company specializes in the research, production, and sales of aromatic ketone products, including core raw materials for specialty engineering plastics, photoinitiators, and cosmetic raw materials [2] - The company has established stable partnerships with major global manufacturers in the PEEK (Polyether Ether Ketone) industry, such as VICTREX, SYENSQO, and EVONIK [11] Industry Situation Specialty Engineering Plastics - PEEK - PEEK is a high-performance thermoplastic with excellent properties such as high heat resistance, radiation resistance, and chemical stability, making it a popular choice in various industries [4] - The demand for PEEK in China is expected to grow significantly, with production projected to reach approximately 3,809 tons and demand around 3,894 tons by 2024, reflecting a rapid expansion trend [5] - The global PEEK market is forecasted to reach 6.1 billion yuan by 2024 and 8.54 billion yuan by 2027, with a compound annual growth rate (CAGR) of 13.7% in the Chinese market from 2022 to 2027 [5][6] Photoinitiators - Photoinitiators are essential components in photopolymerization processes, which are increasingly replacing traditional solvent-based materials due to their efficiency and environmental benefits [11] - The market for UV coatings, inks, and adhesives in China is projected to grow, with the UV ink market being the largest application area, driven by the PCB industry [12] Cosmetic Raw Materials - The market for cosmetic preservatives is expected to reach 1.4 billion USD by 2024, with a growing demand for new, safer preservatives due to regulatory changes and consumer preferences [16] - The company's HAP and HDO products are recognized for their multifunctional properties, including antioxidant and antimicrobial effects, making them suitable alternatives to traditional preservatives [15][19] Key Performance Drivers - The company benefits from supportive national policies and technological advancements in the fine chemical industry, which are crucial for sustainable development [20][22] - The increasing demand for high-performance materials in various sectors, including aerospace, automotive, and healthcare, is driving the growth of the PEEK market [20][21] - The company's established reputation and partnerships with high-end clients in specialty engineering plastics, photoinitiators, and cosmetic raw materials enhance its competitive position [22]

内容概要：近年来，我国大力支持特种工程塑料产业发展，作为聚醚醚酮（PEEK）核心原料的二氟二 苯甲酮，也迎来快速发展的黄金时期，据统计，2024年中国二氟二苯甲酮产量达5150吨，需求量达 3121.3吨，市场规模达39523.9万元，市场均价约为12.7万元/吨。 上市企业：中欣氟材（002915）、新瀚新材（301076）、兴福新材（874459.NQ）、中研股份 （688716）、金发科技（600143）、沃特股份（002886） 关键词：二氟二苯甲酮产业链、二氟二苯甲酮需求量、二氟二苯甲酮市场规模、二氟二苯甲酮竞争格 局、二氟二苯甲酮发展趋势 一、概述 4，4'-二氟二苯甲酮(DFBP)是一种重要的含氟有机精细化工产品和医药中间体，为白色晶体片状。 DFBP传统的合成方法主要有傅克烷基化水解法、傅克酰基化法、光气催化酰化法、重氮化氧化法、卤 素置换法几种，其中，傅克酰基化法、4，4'-二氨基二苯甲烷重氮化氧化法为目前主流工艺路线。 二、产业链 二氟二苯甲酮行业上游产业链主要包括氟苯、对氟甲苯、苯胺、氢氟酸、氟化氢、四氯化碳、亚硝酸钠 等化合物的原材料以及中间体，这些原材料在全球范围内分布广泛，我国作为 ...