富淼科技688350 时间: 2025年6月16日星期一 53.95分综合得分 元 元 当日主力成本 15.80 元 5日主力成本 15.99 较强 趋势方向 主力成本分析 15.74 20日主力成本 14.73 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 16.43 中期压力位 15.35 中期支撑位 0 次 技术面分析 15.98 短期压力位 15.77 短期支撑位 股价跌破短期支撑位，短线观望为宜； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 ★三只乌鸦★ 可能见顶回落 ★平顶★ 温和的反转 资金流数据 2025年06月16日的资金流向数据方面 | 主力资金净流出83.09万元 | | --- | | 占总成交额-6% | | 超大单净流入0.00元 | | 大单净流出83.09万元 | | 散户资金净流出50.40万 | 关联行业/概念板块 化学制品 0.43%、新材料 0.41%、半导体概念 0.74%、节能环保 0.50%等 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场 ...

Core Insights - The article highlights the significance of the new materials sector in China's technology-driven economy, emphasizing its rapid growth and potential investment opportunities as the Sci-Tech Innovation Board celebrates its sixth anniversary [1][15]. Group 1: New Materials Overview - New materials are defined as advanced materials developed over the past 50 years, characterized by superior performance, higher technological content, and broader applications compared to traditional materials [2]. - The new materials industry in China is projected to reach a value of 10 trillion yuan by 2025, with an average annual growth rate of approximately 15% from 2016 to 2023 [2]. - The demand for new materials is rapidly increasing, driven by technological advancements and policy support, indicating a potential acceleration in the industry’s growth phase [3]. Group 2: Demand Drivers - The semiconductor sector is experiencing a recovery, with strong demand for semiconductor materials due to the decline in global inventory and the ongoing AI trend, which is increasing storage capacity needs [3]. - The pharmaceutical sector is witnessing growth in innovative drugs and synthetic biological materials, supported by favorable policies and an expanding payment system [5]. - The military sector is seeing increased demand, highlighted by China's significant military exports, which account for 5.9% of the global arms trade market [8]. - The renewable energy sector, particularly solar and electric vehicles, is expected to improve supply-side conditions, indicating a potential turnaround in demand [9]. Group 3: Investment Opportunities in New Materials - New materials can be categorized into high-growth tracks, performance realization tracks, and early-stage blue ocean tracks, with a focus on AI and electronic materials in the high-growth category [12]. - The high-growth track is expected to see revenue and net profit growth rates of +1.4% and +29.6% respectively in 2024, with significant improvements in advanced packaging materials and synthetic biology [12]. - The performance realization track indicates a shift towards domestic alternatives in semiconductor quartz glass materials and a recovery in nylon demand, suggesting potential revenue and profit increases [12]. Group 4: ETF Launch and Market Positioning - The newly launched Sci-Tech Innovation Materials ETF (589180) aims to provide a low-threshold, high-efficiency investment opportunity in the new materials sector, tracking a representative index of 50 major companies in advanced materials [15][26]. - The ETF's index is well-balanced, focusing on leading companies in sectors such as new energy materials, semiconductor materials, and aerospace materials, with a significant portion of its assets allocated to top-performing firms [17]. - The ETF is positioned at a low valuation level, with a strong rebound since its recent low, indicating a favorable risk-reward profile for investors [21].

业 研 究 基础化工 新材料周报：生物基 LCP 量产在即，广汽、比亚 迪、吉利等集体宣布缩短至 60 天内 投资要点： 行 业 定 期 报 告 本周行情回顾。本周，Wind 新材料指数收报 3654.03 点，环比上涨 0.68%。 其中，涨幅前五的有泛亚微透(22.02%)、阿科力(16.69%)、博迁新材(15.64%)、 蓝晓科技(9.63%)、久日新材(9.02%)；跌幅前五的有奥克股份(-12.92%)、东材 科技(-6.69%)、飞凯材料(-5.83%)、鼎龙股份(-5.81%)、金宏气体(-5.68%)。六 个子行业中，申万三级行业半导体材料指数收报 5925.79 点，环比下跌 0.72%； 申万三级行业显示器件材料指数收报 1026.78 点，环比下跌 1.5%；中信三级行 业有机硅材料指数收报 5588.22 点，环比下跌 1.71%；中信三级行业碳纤维指 数收报 1112.42 点，环比下跌 4.87%；中信三级行业锂电指数收报 1719.62 点， 环比上涨 1.62%；Wind 概念可降解塑料指数收报 1867.27 点，环比下跌 0.64%。 生物基 LCP 量产在即。全球液晶聚 ...

Core Insights - The Rare Earth New Materials Technology Innovation Center has achieved breakthroughs in 11 key technologies in areas such as magnetic materials, rare earth optical functional materials, and bio-metallurgy [1][2] - A new fabric containing rare earth elements has been developed, which can lower the perceived temperature by 3-5 degrees Celsius in hot weather, showcasing the practical application of rare earth materials in textiles [1] - The center has established a pilot production line for a new type of AI disc motor, which utilizes innovative axial motor magnetic barrier technology, indicating a shift in domestic motor technology [2] Group 1 - The Rare Earth New Materials Technology Innovation Center is a key platform for accelerating the construction of "two rare earth bases" in Baotou, focusing on innovation [1] - The center's fabric, "Rare Silk Ice Protection Masterbatch," has a cooling contact value of 0.22, providing instant and sustained cooling effects [1] - The technology developed for thermal management fabrics includes features such as light heat storage, far-infrared, heat insulation, and UV shielding, applicable in various products [1] Group 2 - The center has partnered with Quanzhou Equipment Manufacturing Research Institute and a German expert team to build a pilot production line for 500,000 milliwatt disc motors [2] - The new AI disc motor is designed to be ultra-thin (6mm) and lightweight, with significant potential for import substitution in consumer electronics and new energy vehicles [2] - Since its establishment in February 2023, the center has gathered 4 academicians, over 300 researchers, and initiated 43 research projects, resulting in 32 patents [2]

Core Viewpoint - Daoshengtianhe Material Technology (Shanghai) Co., Ltd. is set to raise 694 million yuan through its IPO, focusing on the development, production, and sales of new materials, particularly in the renewable energy sector [1]. Group 1: Company Overview - Daoshengtianhe is a national high-tech enterprise specializing in high-performance thermosetting resin materials, including epoxy resin, polyurethane, acrylic, and organic silicon [1]. - The company offers a comprehensive range of differentiated new material solutions for various sectors, including wind energy, new energy vehicles, and industrial adhesives [1]. Group 2: Product Development and Applications - The company has developed new composite resin materials applicable in various fields such as rail transportation and construction, serving clients like BYD, GAC Group, and Geely [2]. - The product lines include wind turbine blade epoxy resins and structural adhesives, with significant market positions, ranking first globally in wind blade epoxy resin sales from 2022 to 2024 [1][2]. Group 3: Financial Performance - Revenue figures for Daoshengtianhe are projected at approximately 3.436 billion yuan for 2022, 3.202 billion yuan for 2023, and 3.238 billion yuan for 2024, with net profits of about 108 million yuan, 152 million yuan, and 155 million yuan respectively [2]. - As of December 31, 2024, total assets are expected to reach approximately 3.878 billion yuan, with a debt-to-asset ratio of 44.63% [3]. Group 4: Research and Development - The company invests around 2.71% of its revenue in research and development, indicating a commitment to innovation and product development [3].

【DT新材料】 获悉，近期， 万华化学 发布，面向全球招聘顶尖专家人才。 从招聘的方向来看，涉及 十大领域 ： 包装材料、PVC、ePTFE膜材料、生物制造膜产品、高端光学膜、聚烯烃薄膜、合成生物学、电解槽及电极、正负极产 品、电池材料 。 以下简要介绍各赛道情况： 1. 包装材料 包装材料种类较多，万华化学石化系列产品大多为 聚烯烃薄膜 ，包括了： LDPE流延膜系列、食品接触级HDPE、高阻隔材料EVOH（乙烯-乙烯醇共聚物）、 高透明膜材COCs（环烯烃共聚物）、茂金属催化m-PE（高强度包装膜） 等。 目前万华化学的PVC产品包括 WH700、WH800、WH1000F、WH1000G、WH1300，以及新试产的WH1800 ，其中最新的WH1800产品具有高强度、耐磨、永 久形变小、耐疲劳等一系列性能，主要用于各类橡胶替换领域以及各类软质PVC制品性能改性，如 医疗导管、密封条、人造革、耐热电线电缆、防水材料、垫 圈 等，其生产工艺和配方要求极高，此前属于被卡脖子的材料之一。 PVC的企业众多，国际上包括 英力士、三井化学、LG化学、信越化学、西方石油 等，国内除 万华化学 ，还有 齐鲁石化、中泰化 ...

—— AI+新材料 引领能源变革 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 2025高工新能源新材料产业大会 会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 ...

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 新闻网 > > Page of C 2025 工匠 玉 交 电池 中国科学院上海硅酸盐研究所 能源材料研究中心主任、研究员 温兆银 固态电池是锂电池持续发展的重要方向，受到社会全方位的高度关注，在 政策的引导下，国家"十四五"重点研发计划支持了多个全固态电池项目。 以他本人牵头的项目为例，目标包括研制10Ah以上、能量密度350Wh/kg （单体）、系统比能量260Wh/kg的高能量密度全固态锂电池，并要求实 现在高寒等环境中的应用验证等。 目前, 已经研制的固态电解质材料电导率达10mS/cm, 膜厚最低14μm, 电化学窗口≥4.5V,高负载干法正极片面容量接近7mAh/cm²。电池能量 密度达369.93Wh/kq,Ah级电池循环1000次,并正在进行大容量电池循 环试验。 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： ...

会议预告 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 2025高工新能源新材料产业大会 ...

近日，河北承德钒钛新材料产业基地建设传来捷报：天大钒业的航空级钒铝合金、承德钒钛的安全长寿 命储能电池入选国家产业基础创新"揭榜挂帅"项目。河北省钒钛产业技术研究院院长马瑞峰表示，这是 承德全力打造钒钛新材料产业基地的一个缩影。该基地实现全产业链发展，总产值保持年均8%左右速 度增长。 承德市积极构建"一核两极四基地"的产业布局，建设承德高新区钒钛高新科技产业发展核心区，加快发 展双滦区、兴隆—营子两个增长极，辐射带动宽城县、滦平县、隆化县、承德县4个钒钛特色产业基 地，全面推进钒钛新型材料强市建设。目前共发展规模以上企业149家，研发、采选、冶炼、深加工产 业体系加快形成。其中，双滦区专门通过完善产业体系，开辟了钒钛新材料产业园区，发展钒钛特钢、 钒基电池等企业30余家。 近年来，承德市围绕建链、延链、补链、强链等关键环节，在钒、钛、磷产业和钒钛特钢装备四大产业 链条上下功夫，重点实施了一大批亿元以上规模的精深加工项目。5年间，年完成投资规模均在100亿元 之上。河北美富淦冶金材料科技有限公司办公室主任刘玉娟说："企业实施项目总投资为21.3亿元，年 产冷轧涂镀带钢产品150万吨，是承德延伸钒钛产业链条、填 ...