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倒计时16天!第十八届高工锂电产业峰会金坛见
高工锂电· 2025-06-09 11:41
会议预告 ● 常州新能源产业发展新阶段, 在新能源产业方面具备良好的基础和巨大的发展潜力。通过抓住 市场机遇,加强技术创新,推动产业协同,常州有望在新能源领域实现更大的突破,成为全球新能 源产业的领先基地。 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 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。 核心材料价格触底反弹,电芯价格趋向稳 ...
金固股份(002488) - 002488金固股份调研活动信息20250609
2025-06-09 09:20
浙江金固股份有限公司投资者关系活动 记录表 编号:20250609 二、问答环节 Q1:公司在机器人产业的规划? A:公司独有的阿凡达铌微合金材料与阿凡达加工工 艺,以其卓越的高强度、轻量化、低成本等特点,在具有 轻量化、增加强度、降低成本需求的行业具有广泛的应用 可能性。 目前公司围绕主营业务发展,同时立足于现有的新材 料、新工艺、新技术的基础之上,加大研发力度,开展探 索更多横向产品的开发和应用场景,对接并推进机器人行 业和低空飞行器行业公司项目合作,共同研发产品,优化 产品设计。公司也将运用自身在制造业产业化、行业整合 上的经验与优势,在相关行业中积极进行新材料的应用与 拓展,未来公司将会继续加大资源投入,深化新材料在多 领域的应用,以技术创新驱动长期价值增长。 | 投资者关系活动类别 | □特定对象调研□分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | ☑现场参观 | | | □其他 | | | 南方基金:金岚枫 | | 活动参与人员 | 杭州同巨投资:程凯琦、张豪 | | | 同花顺:葛中涛、朱亚林、沐骏爽、张晓伟 | | 时 ...
金属新材料高频数据周报(20250602-20250608):铂价格创2018年以来新高,钨价格再创2013年以来新高值-20250609
EBSCN· 2025-06-09 07:10
2025 年 6 月 9 日 有色 铂价格创 2018 年以来新高,钨价格再创 2013 年以来新高值 ——金属新材料高频数据周报(20250602-20250608) 要点 军工新材料:铼粉价格下跌。(1)本周电解钴价格 23.70 万元/吨,环比 -0.4%。本周电解钴和钴粉比值 0.93 ,环比-0.2%;电解钴和硫酸钴价格比值 为 4.91 ,环比-0.1%。(2)碳纤维本周价格 83.8 元/千克,环比+0%。毛利 -8.78 元/千克。(3)铍价格持平。 新能源车新材料:锂辉石价格下跌。(1)本周 Li2O 5%锂精矿中国到岸价已 达到 535 美元/吨,环比 -1.83%。(2)本周电碳、工碳和电池级氢氧化锂价 格分别为 6.18 、6.00 和 6.26 万元/吨,环比 -1.0%、-0.96%和 -1.9%。电 碳与工碳价差为 2024 年 11 月以来新低,或代表锂电景气度相较工业领域有 所减弱。(3)本周硫酸钴价格 4.77 万元/吨,环比+0%。(4)本周磷酸铁 锂、523 型正极材料价格分别为 3.03 、10.59 万元/吨,环比-3.81%、+0%。 (5)本周氧化镨钕价格 44 ...
长江经济带11省市协同推进跨区域科技创新
Ke Ji Ri Bao· 2025-06-09 03:50
2024年,江苏实施长三角联合攻关和基础研究联合基金项目19项,牵头组建长三角种业创新实验室 联盟。不仅在长三角积极开展协同创新,江苏还联合长江经济带沿线高校院所共建17家全国重点实验 室,组织12家科技服务机构共同发起"协同推进长江经济带科技创新服务倡议"。 江苏省副省长赵岩表示,江苏不仅要在推动科技创新和产业创新融合上打头阵、在落实国家重大发 展战略上走在前,还要在长三角一体化和长江经济带发展战略中主动作为、协同联动。他期望以此次签 约为起点,与长江经济带各省市聚焦关键突破共筑创新发展高地,锻造创新引擎共创全球领先平台,深 化区域协同共建开放创新生态。 科技日报讯 (记者张晔)6月7日,在南京举行的长三角一体化发展高层论坛上,长江经济带11省 市科技部门签署《长三角—长江经济带联动科技创新引领新质生产力发展合作框架协议》,协同推进跨 区域科技产业创新,为长三角和长江经济带发展注入澎湃动力。 近年来,长三角地区建立了科技创新共同体关键核心技术联合攻关机制,签署了《关于加强基础研 究合作的框架协议》。目前,三省一市共同推进建设两批24家长三角创新联合体,跨区域协同创新氛围 日益浓厚。 根据协议,11省市科技部 ...
医美材料大战正式打响,谁能胜出?
3 6 Ke· 2025-06-09 01:04
Core Insights - The medical beauty materials market is entering a competitive phase in 2025, with significant approvals for new materials such as agarose and hydroxyapatite, indicating a growing diversity of products [1][10] - The approval of various injection fillers, including recombinant collagen and animal-derived collagen, highlights the rapid development and commercialization of medical beauty materials [1][4] - Investment in medical beauty materials companies has surged, with 12 companies securing funding in the first five months of 2025, reflecting strong interest from investors [4][5] Regulatory Approvals - Hydroxyapatite received two approvals in 2025, with the first compliant product for medical beauty injections approved in February [10] - Agarose also saw its first approval in January 2025, marking a significant milestone for this material in the domestic market [10] - Over 110 products for medical beauty injections have been approved in China, primarily classified as Class III medical devices [2][4] Market Dynamics - The competition for the first regulatory approval (Class III certificate) is intense, as it provides a significant market advantage [10][12] - Companies are increasingly focusing on developing new materials and applications, with many aiming to secure the first approval in various new material categories [11][12] - The market is characterized by a mix of established companies and startups, all vying for a share of the growing medical beauty sector [15][16] Investment Trends - Notable investments in medical beauty materials companies include significant funding rounds for firms like 聚源生物 and 未名拾光, indicating robust investor confidence [5][6] - The trend of startups receiving funding is expected to continue, as the demand for innovative medical beauty solutions grows [4][5] Product Development - Companies are exploring the combination of different materials to enhance product competitiveness, with a focus on safety and efficacy [14][15] - New materials such as PDRN, silk protein, and chitosan are being investigated for their applications in medical beauty and functional skincare [16][17] - The development of multi-indication products is becoming a strategic focus, with companies aiming to address various aesthetic needs [13][15] Future Outlook - The medical beauty market is anticipated to expand, driven by the introduction of new materials and innovative applications [16][17] - The interplay between medical beauty and skincare sectors is expected to create a positive feedback loop, enhancing market growth [16][17] - Ultimately, the success of new materials will depend on their clinical validation and real-world application, as safety and effectiveness remain paramount [16][17]
后摩尔时代的新集成与新材料报告(附17页PPT)
材料汇· 2025-06-08 14:03
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 IP硬核芯片化 IP产品模式更新 EDA设计 FPGA设计 导体IP技 权商 逻辑描述 · 寄存器代码 IP软核 网 麦 · 行为级验证 帮助文 扩大生产线 升级 基板 IP固核 布局布线 布局规划 芯片行业 邱件表示 好理 版 A IP芯片化 IP硬核 委托 Chiplet供 Chiplet芯) 逸和曼皮 物理版图 系统工艺 应商 不同功能的 Chiplets 老排 / 包含定义明确的功能子 Chiplet 基板 的微型美成电路"小芯片 新进入芯片设计厂了 传统单片系统设计方式是从不同的IP供应 Chiplet是新的硅片级IP重用模式 半导体IP授权商升级为Chiplet供应商,进一 商处购买IP,结合自研模块集成 Chiplet在工艺选择、架构设计上 步扩大IP价值 都具有灵活性,优化了IP硬核无 Chiplet供应商可以帮助互联网厂商等缺乏芯 Chiplet模式下只需要购买供应商生产好的 Chiplet小芯片,将其封装形成系统芯片即 法修改导致的复用困难和使用 片设计经验和资源的企业发展芯片产品 范 ...
新材料产业周报:2025Q1全球半导体设备出货金额同比增长39.3%-20250608
Guohai Securities· 2025-06-08 13:18
2025 年 06 月 08 日 行业研究 评级:推荐(维持) 研究所: 证券分析师: 李永磊 S0350521080004 liyl03@ghzq.com.cn 证券分析师: 董伯骏 S0350521080009 dongbj@ghzq.com.cn 联系人 : 曾子华 S0350124080006 zengzh@ghzq.com.cn [Table_Title] 2025Q1 全球半导体设备出货金额同比增长 21% ——新材料产业周报 最近一年走势 | 行业相对表现 | | | 2025/06/06 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 基础化工 | 2.4% | 1.0% | 8.9% | | 沪深 300 | 1.7% | -2.1% | 7.8% | 相关报告 《新材料产业周报:5G-A 网络信号迅速普及, SpaceX 获批每年多达 25 次星舰发射(推荐)*基 础化工*李永磊,董伯骏》——2025-05-11 《新材料产业周报:比亚迪 3 月新能源车销量同比 增长 25%,中国三大运营商攻克跨网能力互通难题 (推 荐)*基础 化 ...
本周宏观预期修复,大宗品表现较强
Orient Securities· 2025-06-08 13:14
Investment Rating - The industry investment rating is "Buy" for companies with strong fundamentals and low correlation to oil prices, suggesting a bottom-fishing strategy [10][18]. Core Viewpoints - The report indicates a recovery in macro expectations, with a notable increase in oil prices due to supply risks from geopolitical tensions and seasonal demand [10][14]. - The report emphasizes the importance of focusing on domestic demand and opportunities in new material substitutions, particularly in the agricultural chemical sector during the spring planting season [10][18]. Summary by Sections 1. Core Viewpoints - Oil prices have risen this week, with a focus on companies that have strong fundamentals and are less affected by oil price fluctuations [10][18]. - Recommendations include companies like Wanhua Chemical, Huamao Technology, Runfeng Co., Guoguang Co., and Hualu Hengsheng, highlighting their unique market positions and growth potential [10][18]. 2. Oil and Chemical Price Information 2.1 Oil - As of June 6, Brent oil prices increased by 4.02% to $66.47 per barrel, driven by supply risks and seasonal demand [14]. - U.S. crude oil commercial inventories decreased by 4.3 million barrels to 436.1 million barrels [14]. 2.2 Chemicals - Among 188 monitored chemical products, the top three price increases this week were for liquid chlorine (up 11.8%), natural gas (up 9.3%), and hydrochloric acid (up 4.6%) [15]. - The report notes significant monthly price changes, with hydrochloric acid increasing by 54.5% [10][15]. 3. Price and Spread Changes - The report highlights the top three products with the largest weekly spread increases: R410a spread (up 200.0%), acrylic acid butyl ester spread (up 58.2%), and PTA (up 45.9%) [10][20]. - Monthly spread changes show significant increases in the electric stone method PVC spread (up 216.9%) [10][20].
聚烯烃弹性体企业完成数亿元融资
DT新材料· 2025-06-08 12:07
【DT新材料】 获悉,近日,新型聚烯烃弹性体材料等合成技术厂商 星传新材 完成数亿元的B轮融资,由衢州产投(领投),老股东(中金资本、浙大 友创)持续追加投资,九智资本、产业方等共同参与投资。 星传新材 团队主要研究领域为聚烯烃弹性体的高性能化、功能化和工业化,发明了聚乙烯橡胶、多嵌段支化聚乙烯等新材料,致力于新型聚烯烃弹性 体的研发和产业化,应用覆盖传统的合成橡胶和聚烯烃热塑性弹性体。 2022年3月 完成小试成果鉴定。 2023年11月 ,星传新材与 传化化学 联合建成全球首套千吨级超支化聚烯烃弹性体中试装置,已实现连续稳定运行,于2024年8月完成中试成果鉴定。 2024年11月 ,公司 全球首套年产3万吨超支化聚烯烃弹性体(H-POE) 工业化装置在浙江龙游开工建设( 衢州星传新材料科技有限公司 );该 项目 采用自主研发的极具性价比的高效催化剂, 以乙烯为单一原料生产聚烯烃弹性体,不依赖α-烯烃和茂金属催化剂,具备"投资少、成本低、能耗低"等 诸多优势 ,生产工艺条件温和、产品牌号可灵活切换, 多个产品牌号已得到下游头部用户认可,可广泛应用于光伏胶膜、增韧改性、发泡、电线电 缆、防水卷材、热熔胶等领 ...
创新驱动 锻造“工业维生素”——探访稀土新材料技术创新中心
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-08 10:07
Group 1 - The core viewpoint of the articles highlights the advancements in rare earth materials and their applications, particularly through the establishment of the Rare Earth New Materials Technology Innovation Center [4][5] - The new fabric "Xi Bei Si," developed by Baogang Group, utilizes advanced green textile materials that provide a cooling effect, lowering temperature by 3-5°C compared to conventional fabrics [1] - The Rare Earth New Materials Technology Innovation Center has achieved breakthroughs in 11 technologies across various fields, including magnetic materials, fine chemical materials, and biometallurgy, with several results already in pilot testing and production [4] Group 2 - The center was established in February 2023, led by China Northern Rare Earth Group and China Steel Research Group, and aims to serve as a technology innovation incubator for the rare earth industry [4][5] - The center has initiated 43 research projects, obtained 32 patents, and established 14 various standards, demonstrating significant progress in a short period [4] - Baogang Group is focusing on emerging industries such as new energy, new materials, and intelligent manufacturing, aiming to support national strategies and the development of two rare earth bases [5]