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 ...

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 ...

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].

【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 ...

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]

Core Insights - The development status of new materials companies is crucial for investors, industry practitioners, and those interested in technological advancements [1] - Understanding the R&D capabilities, market share, and financial health of new materials companies is essential for evaluating their growth potential [3][4] R&D Capabilities - R&D is a core competitive advantage for new materials companies, with strong teams and advanced equipment indicating the ability to innovate [1] - Key metrics to assess R&D capabilities include R&D investment ratio, number of patents, and collaborations with research institutions [1] Market Share - Market share is an important indicator of a company's competitiveness and product acceptance in the market [3] - Analyzing industry rankings, sales data, and customer demographics helps in understanding a company's market share [3] Financial Health - Financial metrics such as revenue, profit, and cash flow are critical for assessing a company's development [3] - Stable revenue and profit growth indicate strong profitability, while sufficient cash flow ensures operational sustainability [3] Case Study: Lianrui New Materials - Lianrui New Materials is recognized in the industry for its focus on technological innovation and a professional R&D team [3] - The company has a notable market share in electronic packaging materials, serving many well-known clients [3] - Lianrui has demonstrated stable revenue and profit growth in recent years, with adequate cash flow [3] Comparative Analysis - A comparison of key indicators such as R&D investment ratio, market share, and revenue/profit growth rates among Lianrui and its peers provides valuable insights [3]

点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 正文 年度15分 国防军工 行业研究/深度报告 高性价比碳纤维. 高端制造业换装首选材料 行业评级:增持 报告日期:2022-08-03 行业指数与沪深 300 走势比较 -149 -28% 炉 :≤300 国际官了 分析师:郑小霞 执业证书号:S0010520080007 电话：13391921291 邮箱: zhengxx@hazq.com 联系人:邓承伴 执业证书号:S0010121030022 电话:18610696630 郎箱:dengcy@hazq.com 主要观点: ● 碳纤维性价比高,能助力高端装备在极端条件实现长期可靠服役 随着行业技术的革新,部分装备在高温、高压、强腐蚀性等苛刻环境 已无法实现长期可靠服役。但新装备的研制是基础研究和应用基础研 究相互融合促进的过程,往往需要耗费大量的人力物力,因而装备材 料端便迎来了巨大的挑战。 当前许多传统材料的研发已接近理论极限,寻找综合性能优异的新材 料成为推动高端制造业发展的关键。碳纤维具备优异的力、热、电磁 性能,同时还可以作为增强材料与树脂、 ...

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 ● 新材料新工艺加速应用， 动力及储能电池差异化进一步凸显，围绕场景需求，电池性能加速迭 代，倒逼新材料加速应用，复合集流体、硅基负极、新型锂盐等材料具备规模化应用条件，同时， AI4S推动电池新材料开发，推动新电池体系开发。 ● 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 日程规划 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， ...

Group 1 - The "2025 China Composite Materials Innovation and Corporate Sustainable Development Conference" will be held in Shanghai on June 9-10, 2025, focusing on the future of the composite materials industry in China [1] - The conference aims to enhance corporate sustainable development through authoritative policy interpretation, soft power enhancement, high-quality development discussions, market demand analysis, and financial investment empowerment [1] - Composite materials have shown strong growth globally, with an annual growth rate exceeding 12%, and are widely used in major national projects such as the C919 aircraft, lightweight electric vehicles, and offshore wind turbine blades [1] Group 2 - The exhibition area will feature 15 selected exhibitors, creating a "mini-ecosystem" that spans the entire composite materials industry chain [2] - Participants will have the opportunity to engage in a "composite materials journey," showcasing a value closed loop from raw material suppliers to end application manufacturers [2] - The conference will provide a one-stop deep experience combining "conference + exhibition + industry," serving as a starting point for industry collaboration [2]

日化包装及家电、片材薄膜制品、医疗器械、3D 打印等领域。 新能源材料主要包括黑磷材料和电池粘结剂材料。黑磷材料 依托于控股子公司瑞丰玥能，于 2024 年完成百公斤装置的正常 运行，目前正在建设吨级中试生产线，预计于今年三季度投入运 行，继续推进黑磷的低成本产业化。电池粘结剂业务主要有 SBR 系列和其他系列负极粘结剂。于 2024 年实现量产推出数个牌号 产品并送样多家锂电池客户测试并实现小批量销售。当前，公司 正对标行业内最高水平的日本瑞翁/日本爱宇龙同类产品进行产 品品质提升实验，为进入高端应用市场做准备。 合成生物材料主要包括完成了聚乳酸、生物基丁二酸、右旋 糖酐等产品的中试，目前右旋糖酐产品已经得到市场认可并实现 小批量销售。公司计划进一步提高右旋糖酐的产能。 证券代码：300243 证券简称：瑞丰高材 山东瑞丰高分子材料股份有限公司 投资者关系活动记录表 | 投资者关系活动 | | √特定对象现场调研□分析师会议 | | --- | --- | --- | | 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 ...