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“一个真正的商战”,医美巨头华熙生物、巨子生物矛盾激化 “大嘴博士”回应巨子生物最新声明:不认同
Mei Ri Jing Ji Xin Wen· 2025-06-02 15:51
每经记者|林姿辰 陈星 每经编辑|文多 在华熙生物(SH688363)"炮轰"券商、美妆博主"大嘴博士"(郝宇)质疑巨子生物(HK02367)重组胶原蛋白成分后,在端午假期,两大医美巨头再次发文 喊话,措辞愈发激烈。 图片来源:华熙生物微信公众号文章截图 两家公司的"对线平台"依然是公众号。率先开炮的是华熙生物,6月1日19点30分,华熙生物在微信公众号上发布《关于支持郝宇博士维护消费者权益的声 明》,文章字数超2600个。华熙生物称有一家"擅长网络水军运营"的公司,虽没有点名,却有所指。华熙生物还表示:"如相关企业无法正视自身问题,华 熙生物将向全社会公开相关检测结果。" 近3个小时后的22点27分,巨子生物在微信公众号上发文,标题为《巨子接受"大嘴博士"(郝宇)所用检测机构道歉,但将追究造谣者法律责任》,文中贴 上了上海东谱检测技术服务有限公司的声明。巨子生物还在文中斥责:"一家上市公司居然堂而皇之地颠倒黑白,恶意指控。" 6月2日,郝宇则回复了《每日经济新闻》记者的采访,他不认同巨子生物发布的上述文章。 明面上,是医美巨头在台前喊话,背后实则牵涉玻尿酸与重组胶原蛋白在医美行业内展开的份额争夺战。比如,《 ...
北方稀土:强化营销运作 稀土价格掌控力进一步提升
Zheng Quan Shi Bao Wang· 2025-06-02 12:45
日前,北方稀土(600111)举办2025年第一季度业绩说明会。公司高管介绍,通过深化营销模式创新, 强化营销运作,报告期内主要产品销量同比增长,公司稀土产品价格掌控力和市场影响力进一步提升。 今年一季度,公司实现营业收入92.87亿元,同比增长约六成;归属于上市公司股东的净利润4.31亿元, 同比增长727.3%;扣非后净利润4.3亿元,同比增长11622.98%。 受上游原料供应增量放缓及下游消费刺激等政策影响,稀土市场整体活跃度好于上年同期,以稀土镨钕 产品为代表的主要稀土产品价格呈现上涨态势,成交较好。 在稀土出口方面,北方稀土高管介绍,目前轻稀土出口许可证正常办理,正常出口;中重稀土两用物项 出口许可证已提交内蒙古自治区商务厅审批。公司主要出口产品为镨钕、镧铈、氧化钆、氧化铽、氧化 钇等,主要出口到日本、美国、德国等地,预计今年的出口量与去年的出口水平相当。另外,公司产品 出口收入占总收入的比重很小。 从战略地位来看,公司高管介绍,随着世界科技革命和产业变革的加速演进,稀土元素的应用范围正在 进一步拓展,具有与其它产业强大的耦合能力,预计"双碳"战略的实施,新能源、新材料等领域将持续 高速发展,风力 ...
国机精工(002046) - 002046国机精工投资者关系管理信息20250602
2025-06-02 05:54
| | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 活动类别 | □现场参观☑电话会议 | | | □其他 | | | 1. 汤中建 火眼主理人、成都正福研究院 | | | 2. 陈育 成都龙凤飞私募 | | | 3. 吕华 富恩德基金 | | | 4. 胡竣凯 约牛证券投资顾问 | | | 5. 向惠 中金万象投资总经理 | | | 6. 魏锋 璟诚基金 | | | 7. 谢刚 成都希尔私募 | | | 8. 李佩柯 韬观投资 | | | 9. 郑淼 中睿合银 | | 参与单位名称 | 10. 孙春龙 誉合天成投资 | | 及人员姓名 | 11. 方敏 | | | 12. 王继川 火眼投资经理 | | | 13. 吴昊 元绪律师事务所 | | | 14. 蒋红练 火眼投资经理 | | | 15. 文晓东 | | | 16. 王健桢 | | | 17. 雪梅 | | | 18. 余峰 成都希尔私募基金 | | | 19. 孟亚琼 | | | 20. 焕茹 | | 时间 | 2025 年 5 月 30 日 | ...
研判2025!中国钛钢复合板行业产业链、发展现状、重点企业经营情况及发展趋势分析:行业规模持续上涨至145亿元,未来应用领域有望进一步拓展[图]
Chan Ye Xin Xi Wang· 2025-06-02 04:44
内容概要:随着爆炸复合法、厚板轧制法、连续热轧法等生产工艺的不断优化,钛钢复合板的生产效率 显著提高,成本降低,产品质量也得到了提升。这些技术进步使得钛钢复合板在生产过程中更加高效和 经济,进一步推动了其市场应用。此外,我国政府高度重视中国钛钢复合板行业发展,在国家的一些中 长期规划中,将新材料产业作为重点发展领域,钛钢复合板作为新材料的一种,也受到相应的关注和支 持。例如"十四五"规划中,加强了对新材料的支持,为钛钢复合板行业的发展营造了良好的政策环境, 推动行业技术创新和产业升级。近年来,中国钛钢复合板市场规模保持上升趋势,2024年行业市场规模 增长至145亿元,同比上涨11.5%。 相关上市企业:钒钛股份(000629)、宝钛股份(600456)、巨成钛业(871564)、西部材料 (002149)、西部超导(688122)、天工股份(920068)、天力复合(873576)、金天钛业 (688750)、天工股份(920068)、太钢不锈(000825)等。 相关企业:湖南湘投金天科技集团有限责任公司、宝鸡市钛程金属复合材料有限公司等。 关键词:钛钢复合板、钛材、不锈钢、市场规模、营业收入 一、钛钢复 ...
趋势研判!2025年中国新材料行业相关政策、发展现状及未来前景展望:在政策支持、市场需求和技术创新的多重驱动下,产业发展空间巨大 [图]
Chan Ye Xin Xi Wang· 2025-06-01 01:14
Core Viewpoint - The new materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, with a projected total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years [1][3][20]. Group 1: Industry Definition and Classification - New materials refer to recently developed or developing structural and functional materials with superior properties. They can be classified into structural materials and functional materials based on their usage, and further categorized into four types: metal materials, inorganic non-metal materials, organic polymer materials, and advanced composite materials [1]. Group 2: Current Development Status - The new materials industry has expanded significantly, with the government focusing on electronic information materials, aerospace materials, new energy materials, and environmentally friendly materials. National high-tech industrial bases for new materials have been established in seven cities [3][5]. Group 3: Market Size and Structure - In 2024, the chemical new materials market is expected to account for approximately 22.08% of the total new materials market in China, while battery new materials will represent about 6.66%. By 2025, these figures are projected to be 21.75% and 6.97%, respectively [7]. Group 4: Competitive Landscape - Major companies in the new materials sector include Lens Technology, Antai Technology, China National Materials, and others, which are enhancing their international competitiveness through technological innovation and market expansion [12][16]. Group 5: Development Trends - The demand for new materials is increasing due to the rapid development of downstream industries such as information technology and new energy. The industry is transitioning towards low-carbon and green development, supported by significant technological advancements [20][23].
2025年中国功能性硅烷行业产业链、供需规模、竞争格局、代表企业经营现状及行业发展趋势研判:市场需求持续扩大,在新兴领域的应用前景更加广阔[图]
Chan Ye Xin Xi Wang· 2025-05-31 02:40
Core Viewpoint - The functional silane industry in China is rapidly developing, with significant increases in production capacity and market demand, positioning itself as a crucial pillar in the new materials sector [1][5][21]. Group 1: Industry Overview - Functional silanes are organic silicon molecules with a backbone structure of -Si-O-C-, categorized into silane coupling agents and silane crosslinking agents [2][4]. - The industry has achieved near parity with international R&D capabilities, boasting a leading global production capacity and strong cost advantages [1][5]. - By 2024, China's functional silane production capacity is projected to reach 702,500 tons, with a production volume of 401,400 tons and a market size of 5.15 billion yuan [1][7]. Group 2: Market Demand and Growth - The demand for functional silanes is expanding, driven by emerging industries such as photovoltaics, composite materials, and new energy vehicles [1][7]. - In 2024, the demand for functional silanes in China is expected to be 272,500 tons, with a market size of 5.15 billion yuan, reflecting a year-on-year increase [1][7]. - The market size is projected to grow to 5.773 billion yuan by 2025, indicating a robust growth trajectory [1][7]. Group 3: Industry Chain Structure - The upstream of the functional silane industry includes chemical raw material manufacturing, while the midstream focuses on the production of various functional silanes [9][11]. - The downstream applications span multiple sectors, including rubber products, composite materials, photovoltaic materials, and construction coatings [9][11]. Group 4: Competitive Landscape - The functional silane market in China is characterized by a high degree of marketization, with significant participation from private and state-owned enterprises [15][16]. - Major players include Jianghan New Materials, Hongbai New Materials, and Chenguang New Materials, which have established strong production capabilities and competitive advantages [15][16][17]. - The industry is witnessing a shift towards domestic production, with China becoming a significant global production base for silanes [15][16]. Group 5: Future Trends - The demand for functional silanes is expected to continue growing, particularly in high-end manufacturing and new energy sectors [21]. - The industry is anticipated to evolve towards higher-end, environmentally friendly products, driven by technological advancements and increasing environmental regulations [21].
全球首创!聚烯烃弹性体(POR)项目获批
DT新材料· 2025-05-30 16:11
研修议程 7月4日 (周五) 09:00 高温尼龙树脂的特性及改性对应 10:30 1. 高温尼龙的分类定义 2. 高温尼龙树脂特点 3. 高温尼龙树脂的特性表征 4. 高温尼龙树脂的改性对应 5. 交流互动及答疑 朱 俊 上海北冈新材料有限公司副总经理 10:30 茶歇 & 自由交流 11:00 11:00 各种助剂对玻璃纤维增强尼龙性能的影响 12:30 1. 润滑剂对玻璃纤维增强PA66/PA6性能的影响 2. 增韧剂对玻璃纤维增强 PA66/PA6性能的影响 3. 成核剂对性能的影响 4. 耐热剂的影响 5. 交流互动 及答疑 孙湘渝 DT 新材料专家顾问 12:30 自助午餐 14:00 14:00 高性能玻璃纤维在尼龙复合材料中的应用 15:00 1. 玻璃纤维的基础特性(生产工艺、性能特点等) 2. 玻璃纤维对尼龙复合材 料性能的影响(纤维直径、短切长度、浸润剂体系、玻璃类型等) 3. 未来研 究方向 4. 交流互动及答疑 王炎涛 泰山玻璃纤维有限公司副总工,热塑产品事业部总工程师 15:00 茶歇 & 自由交流 15:30 15:30 尼龙壳卤阻燃剂的行业进展和使用建议 16:30 1. 尼龙 ...
第二十五届投洽会“预见未来”资本项目对接馆推介会在厦门举办
Zhong Guo Xin Wen Wang· 2025-05-29 15:54
Group 1 - The 25th Investment and Trade Fair focuses on three major sectors: "Investing in China," "Chinese Investment," and "International Investment," aiming to create a platform for international capital to invest in the Chinese market and for Chinese enterprises to expand globally [1][2] - The "B1|Future Vision" Capital Project Docking Pavilion will cover an area of 8,000 square meters, concentrating on nine key industrial tracks, including artificial intelligence, new energy, and green technology, with various exchange and docking activities planned [1][2] - The event aims to enhance project roadshows, matchmaking, negotiations, and resource integration through a "government-enterprise-investment" three-dimensional dialogue platform, facilitating cooperation between global investors and industry players [1][2] Group 2 - The "Future Vision" Capital Project Docking Pavilion will create a complete value chain of "evaluation-display-docking-communication," establishing an ecological closed loop for precise matching before the exhibition, efficient docking during the exhibition, and continuous service afterward [2] - The event promotes cooperation schemes for nine key industrial tracks and announces the rights and benefits for participants, aiming to make the pavilion a hub for high-end resources and to drive deep integration between global capital and innovative industries [2]
中证国新央企现代产业引领指数上涨1.33%,前十大权重包含中国重工等
Jin Rong Jie· 2025-05-29 14:38
Group 1 - The core index, the China Securities National New Central Enterprises Modern Industry Leading Index, rose by 1.33% to 1166.46 points with a trading volume of 20.746 billion yuan [1] - Over the past month, the index has increased by 0.43%, but it has decreased by 4.56% over the past three months and by 5.29% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 representative listed companies in fields such as new mobile technology, new energy, new materials, and high-end equipment from state-owned enterprises [1] Group 2 - The top ten weighted stocks in the index include China Telecom (9.94%), Hikvision (9.38%), China Mobile (9.3%), CRRC (7.34%), China Unicom (6.6%), China Shipbuilding (5.97%), Three Gorges Energy (5.35%), China Heavy Industry (3.59%), Baosteel (3.43%), and SMIC (2.99%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (68.55%) and the Shenzhen Stock Exchange (31.45%) [1] Group 3 - The industry composition of the index shows that information technology accounts for 30.35%, communication services for 29.67%, industrials for 24.19%, materials for 7.73%, utilities for 5.54%, healthcare for 2.03%, and consumer staples for 0.49% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are adjusted in line with sample changes, and temporary adjustments may occur under special circumstances [2]
台球消费爆火!球桌、台球销量大增,企业忙扩产
Sou Hu Cai Jing· 2025-05-29 12:23
(央视财经《天下财经》)随着国家体育总局将台球纳入"全民健身公共服务体系",台球消费持续升温。记者近期在多地采访时发现,随着消费 场景的升级,台球运动走向了更广阔的市场。 台球消费的火爆也带动了相关产品的市场需求。数据显示2025年新增注册台球相关企业4.7万余家,其中制造企业新增409家,同比增长31.09%。 我国是台球相关产品的生产大国,业内的两家龙头企业生产情况如何? 江苏某新材料科技有限公司董事长 王俊凯:我们今年整体产能已经几乎达到工厂的上限,2025年底我们准备进行扩建,扩建后酚醛树脂产品的 产能会提升约30%。 随着需求增加,销量水涨船高的还有台球桌。一家国内知名的球桌生产企业去年销量增长30%,今年延续增长势头。为了应对不断增加的订单, 企业已经更新了设备。 由酚醛树脂材料制作的台球,是目前大型赛事用球的主流选择。江苏淮安的一家企业生产的酚醛树脂台球,市场份额超过全球市场的一半。随着 市场对于台球需求增加,这段时间企业每天有约3万颗台球下线,截至5月底企业销量同比增长20%。 江苏某台球生产企业财务长 钟大正:它要能够耐撞击,因为有高技术含量的壁垒,我们现在接单的状况,订单持续到2028年。 ...