6月1 2日下午，为深入贯彻落实习近平总书记在民营企业座谈会上的重要讲话精神和党中央关 于"因地制宜发展新质生产力、加快建设现代化产业体系"的决策部署，根据北京市壮大战略性 新兴产业、培育未来产业的工作要求，北京市工商联举办支持服务首都战略性新兴产业和未来 产业高质量发展大会。全国工商联副主席安立佳，北京市政协副主席、市工商联主席燕瑛等领 导出席大会并发表讲话，北京市委统战部副部长、市工商联党组书记严卫群主持会议。 图为全国工商联副主席安立佳 图为北京市政协副主席、市工商联主席燕 瑛 会上，北京市工商联通报支持服务首都战略性新兴产业和未来产业工作情况，宣布关于成立 4+1专委会（人工智能、医药健康、具身智能、新能源新材料四个产业专委会和投融资专委 会）的决定，任命主任、副主任，并为主任、副主任颁牌。 图 为 北京市委统战部副部长、市工商联党组书记 严 卫 群 | 主任 | | 北京市工商联投融资 | | | --- | --- | --- | --- | | 张膏糕 | 北京市工商业联合会党组成员、副主席 | 解 骑 唐劲草 | 中国民生银行北京分行行长助理 | | 副主任 | | 邓艳芳 | 北京清控水木投 ...

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 会议地点： 中国成都邛崃 中国动力电池市场 5月份延续增长，但数据显示，行业头部企业的增长正在放缓，市场竞争格局随 之出现新的变数。 5月单月装车量为57.1GWh，同比增长43.1%，环比增长5.5%。 分技术路线看， 三元电池在 5月呈现 复苏 迹象，其 13.1%的环比增速，结束了连续七个月的负 增长，并显著超过了磷酸铁锂电池3.9%的增速。 然而，行业的整体集中度正趋于分散。 今年前五个月， CR3电池企业市场份额合计为73%，较 去年同期下降4.8个百分点。 分析指出， 磷酸铁锂电池 因其成本优势而获得高比重渗透，这在客观上减小了产品技术的差异 性，为其他 电池 厂商提供了追赶空间。 份额数据 波动最大的领域来自新能源商用车 市场。 1-5月数据显示，宁德时代在该领域的市场 份额，较去年同期下滑超过10个百分点，退守至50%的水位线。 受此影响，宁德时代今年前五个月在国内的整体市场份额，也较去年同期下滑了 3个百分点。 主办单位： 高工锂电、高工产业研究院（GG ...

Core Viewpoint - China National Building Material (CNBM) is expected to see revenue growth from 2025 to 2027, with projected revenues of 191.22 billion, 199.33 billion, and 207.00 billion yuan, representing year-on-year growth rates of +5.5%, +4.2%, and +3.8% respectively. Net profit attributable to shareholders is forecasted to be 4.12 billion, 4.89 billion, and 5.48 billion yuan, with year-on-year growth rates of +72.4%, +18.7%, and +12.1% respectively, leading to corresponding PE ratios of 6.7, 5.7, and 5.1. The report initiates coverage with a "Buy" rating [1][2]. Group 1: Company Overview - CNBM is a state-owned enterprise under the State-owned Assets Supervision and Administration Commission, and it is the largest non-metallic materials platform in China, with a strategic shift towards new materials and related capital investments [2]. - In 2024, CNBM reported revenues of 181.3 billion yuan (down 13.8% year-on-year) and a net profit of 2.39 billion yuan (down 38.2% year-on-year) [2]. Group 2: New Materials Segment - The new materials segment generated 48.5 billion yuan in revenue in 2024 (up 1.9% year-on-year) and contributed significantly to the company's profit, with a net profit of 2.61 billion yuan (down 23.8% year-on-year) [3]. - The segment is structured into three tiers: 1) Mature industries contributing over 85% of revenue, including gypsum board and fiberglass, with gypsum board holding a market share of over 60% [3]. 2) Emerging industries like lithium battery separators and carbon fiber, which are rapidly growing despite recent revenue declines [3][4]. 3) Cutting-edge technologies such as silicon nitride ceramic balls, which enhance product performance in high-tech applications [4]. Group 3: Financial Performance and Strategy - The basic building materials segment, while under pressure from low demand and overcapacity, is expected to recover, with revenues of 91.1 billion yuan in 2024 (down 23% year-on-year) and a net loss of 0.825 billion yuan [6]. - The company is implementing cost reduction strategies and expanding internationally, with overseas cement sales increasing by 15% year-on-year in 2024 [6]. Group 4: Engineering Services - The engineering services segment achieved revenues of 45.5 billion yuan in 2024 (up 0.8% year-on-year) and a net profit of 1.407 billion yuan (down 3.1% year-on-year), maintaining a strong market position [7]. - The company secured new orders worth 63.4 billion yuan in 2024, with a significant portion coming from international markets, which helps mitigate domestic demand pressures [7]. Group 5: Capital Expenditure and Shareholder Returns - CNBM's capital expenditure decreased to 23.5 billion yuan in 2024 (down 23.1% year-on-year), with a focus on new materials and international expansion [8]. - The company maintains a high dividend policy, with a cash dividend rate of over 50% in 2024, corresponding to a dividend yield of 4.81% [8].

中国经济网北京6月12日讯今日，海阳科技股份有限公司(股票简称：海阳科技，股票代码：603382.SH)在上交所主板上市。该股开 盘报33.00元，截至收盘报55.97元，涨幅386.70%，成交额12.40亿元，振幅321.74%，换手率85.43%，总市值101.45亿元。 需进一步落实事项： 无。 海阳科技本次发行股份数量为4,531.29万股，无老股转让，全部为公开发行新股，发行价格为11.50元/股。公司本次的保荐人(主承 销商)为东兴证券股份有限公司，保荐代表人为刘潇、王超。 海阳科技本次发行募集资金总额52,109.84万元，扣除发行费用后的募集资金净额46,067.22万元，公司募集资金净额比原计划少 15,162.98万元。海阳科技2025年6月9日披露的招股书显示，公司拟募集资金61,230.20万元，用于年产10万吨改性高分子新材料项 目(一期)、年产4.5万吨高模低缩涤纶帘子布智能化技改项目、补充流动资金。 | 序号 | 项目名称 | 项目 总投资 | 募集资金 投入金额 | | --- | --- | --- | --- | | | 年产 10万吨改性高分子新材料项目(一期) | 2 ...

Core Viewpoint - The optoelectronic new materials industry is experiencing significant growth in China, driven by advancements in technology and increasing market demand, particularly in solar cells, optical communication, and display technologies [1][4][23]. Industry Definition and Classification - Optoelectronic materials are defined as materials that can generate, convert, transmit, process, and store optical signals, encompassing categories such as semiconductor optoelectronic materials, organic semiconductor materials, inorganic crystals, quartz glass, infrared materials, laser materials, and nonlinear optical materials [2][4]. Industry Development Status - The number of patents for optoelectronic new materials in China reached 122 in 2022, but has seen a decline in recent years, with projections of 99 in 2023 and 76 in 2024, and only 11 by May 21, 2025 [1][4]. - The optoelectronic materials sector is crucial for the advancement of the optoelectronic industry, with applications in solar cells, optical communication, and displays [4]. Industry Chain - The industry chain consists of upstream core raw materials (basic chemicals, rare metals, targets), midstream production of optoelectronic materials and devices, and downstream applications in high-growth areas such as photovoltaic power generation and optical communication [6][8]. Semiconductor Materials - The semiconductor materials market in China is projected to reach approximately 147 billion yuan in 2024 and about 164.69 billion yuan in 2025, accounting for around 27.24% and 27.20% of the electronic materials market, respectively [8]. Optical Communication - The optical communication market in China is expected to grow from 139 billion yuan in 2023 to approximately 175 billion yuan by 2025, driven by advancements in 5G, cloud computing, and big data technologies [10]. Competitive Landscape - Major companies in the optoelectronic new materials industry include BOE Technology Group, Longi Green Energy, Jiangfeng Electronics, Sanan Optoelectronics, and others, reflecting a diverse and international competitive landscape [12][14]. Representative Companies - **BOE Technology Group**: A leading global company in semiconductor display products, with over 100,000 patents and significant market share in LCD and OLED technologies [14][15]. - **Shaanxi Lait Optoelectronic Materials Co., Ltd.**: Focuses on OLED organic light-emitting materials, with a revenue of 442 million yuan in 2024, reflecting a strong growth trajectory [17][19]. - **Ningbo Jiangfeng Electronics**: Specializes in ultra-pure metal sputtering targets, with a revenue of 2.333 billion yuan in 2024, highlighting its strong market position [21]. Industry Development Trends - The demand for optoelectronic materials is expected to continue growing, with advancements in silicon-based solar cells and organic light-emitting diodes (OLEDs) leading the way [23]. - Future developments will focus on higher performance, lower costs, and multifunctionality, with new materials such as perovskite solar cells and quantum dot emitters gaining traction [23].

Core Viewpoint - The new materials industry in China is at a critical juncture, facing supply-demand imbalances due to a slowdown in effective demand and chaotic supply expansion, but there are signs of marginal improvements that may lead to investment opportunities by 2025 [2][11][20]. Group 1: Demand Improvement and Incremental Opportunities - The aerospace and defense sectors are expected to see a recovery in demand for titanium materials, driven by the replenishment of military orders and the introduction of new equipment [3][42]. - The demand for high-performance carbon fiber is anticipated to increase due to the replacement of old grades and the development of new applications in unmanned and efficient equipment [4][62]. - Ceramic matrix composites are positioned to become key materials for next-generation aircraft engines, with increasing demand as manufacturing processes mature [4]. - Additive manufacturing is entering a new development phase, emphasizing the need for innovation and deep integration with customer requirements to expand application spaces [4]. Group 2: Identifying Relatively Rigid Supply Segments - The refrigerant market is constrained by regulations, leading to limited domestic supply while overseas demand remains strong, resulting in rising prices [6]. - Tungsten, a strategic metal for China, is expected to maintain a tight supply-demand balance due to effective control measures and increasing demand in hard alloys and photovoltaic applications [6]. - The strategic value of rare earth elements has been recognized at the central level, with supply growth slowing and demand increasing, which may stabilize prices and signal a potential industry cycle turning point [6]. Group 3: Innovative Applications Driven by Frontier Technologies - The commercial aerospace sector is driving demand for new materials and processes, particularly in reusable rocket technologies and liquid rocket engines, which will increase the need for copper alloy thrust chambers and thermal barrier coatings [7]. - The rise of artificial intelligence is boosting demand for computing power, leading to increased applications for soft magnetic materials and iron carbonyl powder in power modules [7]. - The development of humanoid robots is expected to drive demand for engineering plastics and neodymium-iron-boron permanent magnets due to lightweight design trends [7]. - The acceleration of superconducting materials' industrialization and applications is worth monitoring for their expansion in downstream technology fields [7].

证券代码：301212 证券简称：联盛化学 浙江联盛化学股份有限公司 投资者关系活动记录表 编号：2025-003 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 方正证券杨宇禄 | | 人员姓名 | 东方财富梅宇鑫 | | | 汇丰晋信王家怡 | | 时间 | 2025 年 6 月 11 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 周正英、杨晓娟 | | 员姓名 | | | | 风险提示： | | | 本次调研涉及公司未来发展展望、预计及目标等均不构成 | | | 本公司的实质承诺，请投资者对此保持足够的风险认识，注意 | | 投资者关系活动 | 投资风险。 | | 主要内容介绍 | 问：请问如何看待今年半年度的业绩情况？如何展望下半年？ | | | 总体而言，今年化工行业较近两年有所回暖，公司第一季 | | | 度的经营情况有所改善，主要产品的市场需求同比也有所增 | | | ...

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 主办单位： 高工锂电、高工产业研究（GGII） 峰会 时间： 2025年6月25-26日 峰会地点： 常州·金坛万豪酒店 峰会亮点 ● 高工锂电年度品牌会议，新能源领域顶级行业峰会 ● 300+细分领域重量级企业，1000+企业锂电产业链高层汇聚 ● 产业链上下游企业现场技术交流、新产品展示 ● 高工产业研究院（GGII）上半年产业发展报告发布 ● 高工全媒体平台传播曝光，30万线上粉丝实时互动 日程规划 | 核心议程 | | --- | 峰会背景 ● 全场景电动化加速推进。 中国电动化渗透率突破50%临界点，带动产业链上下游开启新的产业 周期。同时，电力市场、船舶、商用车、人形机器人、eVTOL等赛道的发展成为锂电出货增长新 的驱动力。 ● 动力与 储能 产业协同融合发展 ， 电动化趋势下，将带动以动力电池为核心的新能源制造业规 模化发展，而储能的发展，则关系到区域性能源转型与碳中和目标实现，二者协同融合，将成为国 内各区域未来几年重点发展的方向，常州金坛作为率先发展新能源的区域，一定要率先抢占高地。 ● 锂电产业链结构性调整。 核心 ...

Core Insights - The strategic industry cluster supply and demand matching event for new materials, along with the 9th National Organic Polymer Materials Industry Cluster Trade Fair, was held in Guangzhou, attracting over 300 enterprises, universities, research institutions, and investment agencies, aiming to boost the innovation and development of the new materials industry in the Guangdong-Hong Kong-Macao Greater Bay Area and nationwide [1][2][5] Group 1: Event Overview - The event featured a grand scale with one main venue and three sub-venues, including a new materials trading exhibition, expert forums, investment and financing roadshows, talent recruitment, and an exhibition of entrepreneurial achievements by veterans [1][2] - This year's fair saw record participation with approximately 320 exhibiting companies, including 14 national "specialized and innovative" small giant enterprises, 75 provincial specialized enterprises, and 108 high-tech enterprises, with nearly 3,000 attendees [1][2] Group 2: Industry Development Initiatives - The event served as a significant innovation initiative for promoting specialized industrial cluster development, with the organizer, Huaxin Garden, reporting a cumulative transaction amount exceeding 1 billion yuan from previous fairs [2][3] - Specific measures to support the growth of new materials enterprises were announced, including financial incentives for new entrants to the park, with rewards up to 300,000 yuan and up to 1 million yuan for incubated companies that go public [2][3] Group 3: Innovation and Collaboration - Eight new materials companies signed agreements to join the national organic polymer materials industry cluster, indicating a growing concentration of innovative forces in the region [3] - A signing ceremony for a new materials achievement transformation platform was held, aiming to facilitate the commercialization of research outcomes through an "Internet + New Materials" model [3] Group 4: Exhibition Highlights - The new materials trading exhibition showcased nearly 1,000 innovative materials and technology solutions across seven major areas, attracting over 300 exhibitors and generating an intended transaction amount exceeding 50 million yuan on the day of the event [4] - The exhibition covered the entire industry chain, featuring upstream, midstream, and downstream enterprises, with significant participation from well-known domestic and international new materials companies and research institutions [4]

产业观察 [table_Header]2025.06.10 【新材料产业周报】国能新材自主研发可控交联聚乙烯 项目试车，星传新材等多家新材料公司完成融资 摘要： [Table_Summary] 产业发展动态： 国能新材自主研发可控交联聚乙烯项目成功试车。近日，由国家能源 集团旗下国能新材投资建设、中国化学装备科技公司所属企业中化桂 林公司 EPC 总承包的年产 1.1 万吨新型功能材料工业化生产装置项 目顺利完成机械完工、工艺装置联动调试及投料试车，标志着该新材 料产业化项目正式进入生产准备阶段。（来源：中国石油和化工网） | 产业研究中心 | | | --- | --- | | [Table_Authors] | 钟浩(分析师) | | | 021-38676666 | | 登记编号 | S0880522120008 | | | 肖洁(分析师) | | | 021-38676666 | | 登记编号 | S0880513080002 | | | 鲍雁辛(分析师) | | | 021-38676666 | | 登记编号 | S0880513070005 | 请务必阅读正文之后的免责条款部分 1 of 2 、 ...