南都讯记者蒋小天发自北京5月12日，公安部举行专题新闻发布会，通报第12届中国国际警用装备博览 会(以下简称警博会)有关情况。南都记者现场获悉，本届警博会将于5月14日至17日在京举办，展览会 场位于首钢国际会展中心，设置公安机关装备馆、国内企业馆、国际企业馆和装备需求对接区、新产品 新技术发布区，展览总面积约6.4万平方米，规模创历史新高。 今年的警博会主题为"新技术、新装备、新质战斗力"，与往年相比，将有哪些亮点和特色？发布会现 场，公安部装备财务局局长、第12届警博会组委会常务副主任闫飞回应南都记者提问。她介绍，本届警 博会将有四个显著特点。一是展示前沿技术。本届警博会充分反映新一代信息技术、人工智能、新材料 等前沿技术和先进装备发展成果。例如，在人工智能领域将看到具备智能分析、自主决策能力的警用机 器人，能在复杂环境中执行巡逻、侦察等任务；同时将展出新型轻量化、高强度的防护装备，提升执法 人员的安全性和机动性。二是突出专业应用。警博会按照业务职能区域设置展示模块，在展会现场将看 到模拟的执法场景，如治安巡逻、应急救援等，参展企业将现场演示各类装备在实际业务中的应用，让 观众更加直观地了解装备的性能和使 ...

Group 1 - A new company, Jina (Jiangsu) Technology Co., Ltd., has been established with a registered capital of 35 million RMB [1] - The legal representative of the company is Zhou Xiwei, and the shareholders include Suzhou Goneng Energy Technology Co., Ltd. and Nengwei (Tianjin) Technology Co., Ltd. [1] - The ownership structure includes Zhou Xiwei and Chang Suiling each holding 25%, while three limited partnerships hold 16%, 16%, and 8% respectively [1] Group 2 - The company's business scope includes technology services, development, consulting, and promotion, as well as research in emerging energy technologies and new materials [1] - It also covers battery manufacturing, sales, leasing of batteries, and recycling of used power batteries [1] - The company is registered in Jiangning District, Nanjing, and operates under the category of scientific research and technical services [1]

Group 1: AI and Intelligent Robotics - The integration of AI large models and embodied intelligence is emerging as a focal point for Beijing's technological innovation, with advancements in L3 assisted driving and humanoid robots beginning to take shape in the Beijing-Tianjin-Hebei region [2] - Embodied intelligence is recognized as a significant pathway to achieving general artificial intelligence, becoming a new competitive landscape and economic growth engine, with a focus on multi-modal perception technology and key components by 2027 [3][4] - The goal is to cultivate a hundred key technologies and produce at least ten world-leading hardware and software products by the end of 2027 [3] Group 2: New Materials and AI Integration - The demonstration of new materials, such as HVIP aerogel, showcases significant improvements in thermal insulation performance, achieving an 8-fold enhancement over traditional materials [5] - AI is transforming the research and development processes in materials science, with Beijing leveraging its advantages in talent and infrastructure to foster innovation in this field [5] - By 2027, Beijing aims to significantly enhance its capabilities in "AI + new materials" innovation, establishing itself as a global leader in this sector [5] Group 3: Healthcare and Medical Technology - The medical technology sector is highlighted by innovations such as the ROPA surgical robot, which utilizes AI for precision in orthopedic surgeries, addressing the imbalance in healthcare supply and demand [6][7] - Beijing's healthcare industry is projected to reach a scale of 1.06 trillion yuan in 2024, marking an 8.7% year-on-year growth, making it the first city in China to surpass the trillion yuan mark in this sector [7] - The city has implemented various policies to enhance its pharmaceutical and medical device industries, aiming to build an international medical innovation park by 2030 [7] Group 4: New Energy Vehicles - The new energy vehicle sector is a major highlight, with significant advancements in electric vehicle technology and production capabilities, including the launch of the "Extreme Fox Alpha S5" electric sedan [8][9] - Beijing has established three major research and production bases for new energy vehicles, with a target production exceeding 300,000 units by 2025 [9] - The city is recognized for its strong technological innovation capabilities in the new energy vehicle sector, supported by a robust talent pool and modern service industries [8] Group 5: Green Energy Development - Hydrogen energy is a key focus, with innovations in hydrogen storage and integrated energy systems that enhance the efficiency of renewable energy utilization [10][11] - Beijing aims to become an international benchmark city for green economy by 2035, with initiatives to develop a new power system and promote low-carbon industries [11] - The city has introduced various pioneering projects and standards in the green energy sector, positioning itself as a leader in sustainable development [11]

证券研究报告 小金属 行业定期报告 hyzqdatemark 2025 年 05 月 11 日 证券分析师 田源 SAC：S1350524030001 tianyuan@huayuanstock.com 张明磊 SAC：S1350525010001 zhangminglei@huayuanstock.com 郑嘉伟 SAC：S1350523120001 zhengjiawei@huayuanstock.com 田庆争 SAC：S1350524050001 tianqingzheng@huayuanstock.com 项祈瑞 SAC：S1350524040002 xiangqirui@huayuanstock.com 板块表现： 供给端推动稀土和钨价上涨，关注关税缓和及军工新材料机会 投资评级： 看好（维持） ——小金属＆新材料双周报（2025/4/25/-2025/5/9） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 稀土：进口减量叠加传统淡季需求，稀土价格有望维持震荡行情等待突破。近两周， 氧化镨钕上涨 4.19%至 42.3 万元/吨，氧化镝上涨 2.17%至 164.5 万元/吨，氧化铽 上 ...

基础化工 2025 年 05 月 11 日 行 业 研 究 基础化工 新材料周报：华谊集团拟收购氟化工新材料龙头， 中国智能手机 Q1 出货量增长 9%达 6870 万部 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 3615.83 点，环比上涨 2.83%。 其中，涨幅前五的有长阳科技(11.81%)、飞凯材料(11.71%)、润阳科技(11.64%)、 金宏气体(10.64%)、道恩股份(10.19%)；跌幅前五的有上海新阳(-2.37%)、泛亚 微透(-2.14%)、鼎龙股份(-1.95%)、南大光电(-1.94%)、沃特股份(-1.86%)。六 个子行业中，申万三级行业半导体材料指数收报 6083.24 点，环比上涨 3.14%； 申万三级行业显示器件材料指数收报 1036.87 点，环比上涨 3.87%；中信三级 行业有机硅材料指数收报 5856.94 点，环比上涨 1.55%；中信三级行业碳纤维 指数收报 1215.39 点，环比下跌 0.68%；中信三级行业锂电指数收报 1707.93 点，环比上涨 5.34%；Wind 概念可降解塑料指数收报 1796.17 ...

公司业绩稳定增长，积极开拓新材料领域 利安隆(300596) ——利安隆 2024 年年报及 2025 年一季度点评 [Table_Invest] 评级： 增持 [Table_Target] 目标价格： 34.35 [Table_CurPrice] 当前价格： 28.06 [Table_Market] 交易数据 本报告导读： 2024 年全年及 2025 年一季度公司营业收入及净利润均实现正增长，主要得益于行 业落后产能逐步出清，公司市占率提升，同时积极开发高毛利产品。 投资要点： [Table_Summary] 维持"优于大市"评级。2024 年及 2025 年一季度公司营业收入及净 利润均实现正增长，主要得益于行业落后产能逐步出清，公司市占 率提升，同时积极开发高毛利产品。预计公司 2025-2027 年归母净 利润分别为 5.27、6.38 和 8.45 亿元（原 2025-26 预测为 5.71 亿元和 6.26 亿元），对应 EPS 分别为 2.29、2.78、3.68 元，参考可比公司估 值，给予 2025 年 15X PE（原为 2024 年 17x），目标价 34.35 元，维 持"优于大市" ...

Group 1 - In April 2025, the number of newly registered private equity and venture capital fund managers decreased by 36.8% compared to March, remaining consistent with April 2024, while 39 fund managers were deregistered, with over 60% being voluntary cancellations [1] - The domestic primary equity investment market recorded 518 financing events in April, a 10.0% increase month-on-month but a 16.0% decrease year-on-year, with a total disclosed financing amount of approximately 23.23 billion yuan, nearly halved compared to April 2024 and down 21.8% from March 2025 [3] - Early-stage financing events (seed, angel, Pre-A, and A rounds) accounted for 67.8% of total financing events, with A round financing events leading at 37.6%, showing year-on-year and month-on-month growth of 3.0% and 7.7% respectively [6] Group 2 - Strategic financing rounds contributed significantly to the disclosed financing total, with 10.18 billion yuan raised, accounting for 43.8% of the total, while large financing events (over 1 billion yuan) made up about 60% of strategic financing events [6][10] - The advanced manufacturing sector led with 108 financing events, with approximately 42.6% of the funded companies being in the integrated circuit sector, although this was a decrease from previous periods [10] - In April, the financing frequency for A rounds increased by 5.4% year-on-year, but the disclosed financing amount decreased significantly by 26.9%, with the average single financing amount dropping from 32.56 million yuan to 22.59 million yuan [8] Group 3 - Jiangsu province completed 109 financing events, maintaining its leading position, while Yantai Wanhua Chemical received 6.38 billion yuan in investment, significantly boosting the regional total financing amount [15] - The active investment institutions included Zhongke Chuangxing and Meihua Venture Capital, with state-owned institutions making up about 66.7% of those with five or more investment events [21] - In April, five large financing events exceeding 1 billion yuan totaled 9.74 billion yuan, representing approximately 41.9% of the disclosed financing total [29]

Core Viewpoint - The company, Chenghua Co., Ltd., is actively engaged in the surfactant industry, focusing on high-performance new materials and expanding its product offerings in response to market demands and technological advancements [2][9]. Industry Overview - The surfactant industry in China has developed into a large-scale sector with a wide variety of products. The industry is moving towards functionalization and greening, with significant advancements in key technologies and production processes [2]. - There are few listed companies in China that primarily produce alkyl glycosides and polyether amines, indicating a niche market with high technical requirements [2]. Company Structure and Subsidiaries - The company has established a subsidiary, Jiangsu Dajiang New Materials Chemical Co., Ltd., in partnership with Dajiang Chemical, focusing on polyurethane catalysts and epoxy resin curing agents. The registered capital is 150 million RMB, with the company holding a 50.1% stake [3]. Trade Impact - The company has been enhancing its export efforts, with a diversified customer base primarily in Southeast Asia and the EU. The impact of the US-China trade war on the company is minimal, as exports to the US represent a small portion of total sales [4]. Production Capacity and Utilization - The current production capacity for polyether amines is 31,000 tons per year, with a utilization rate of 28,500 tons per year. The specific capacity utilization for the wind power product D230 has increased from 2,500 tons per year in January to 5,000 tons per year since mid-April [5][6]. Research and Development - The company is focusing on several key R&D projects, including the development of efficient clean fire extinguishing agents, new decolorization processes for alkyl glycosides, and methods for continuous preparation of silicone oil [7][8]. Profit Growth Expectations - For 2025, the company anticipates profit growth through innovation in polyether amine applications, expansion of alkyl glycoside production capacity, and potential recovery in the chemical industry [9]. Financial Performance - In the first quarter of 2025, the company reported a main revenue of 216 million RMB, a year-on-year decrease of 4.32%. However, the net profit attributable to shareholders increased by 23.05% to 27.02 million RMB [10].

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 近日， 金丹科技（300829） 接受特定对象调研时表示，公司 7.5万吨聚乳酸生物降解新材料项目 正在建设中，预计于 2025年8月建设完毕 。 扫码进 生物基新材料群 备注：姓名+公司+职位 据公开信息显示，该项目 总投资约8.82亿元 ，位于河南省周口市郸城县。建成达产后，根据年产7.5万吨丙交酯生产能力，预计年均新增销售收入13.81 亿元，年均净利润1.53亿元，税后财务内部收益率为20.71%。 作为国内乳酸及其衍生品生产的龙头企业， 目前金丹科技已形成年产乳酸及乳酸盐产品18.3万吨的生产能力 ，乳酸及系列产品的产能位居行业领先的地 位。 金丹科技称，该年产7.5万吨聚乳酸生物降解新材料项目的建设，是公司抓住当前生物新材料行业发展机遇，利用公司在乳酸生产方面的成本、技术优 势，延伸产业链、丰富产品线，实现公司乳酸、聚乳酸在新兴应用领域的使用，满足国内外市场对聚乳酸产品不断增长的需求，为未来发展打开新的利润 增长空间。 业绩方面 ， 2025年第 ...

证券代码：300610 证券简称：晨化股份 扬州晨化新材料股份有限公司 投资者关系活动记录表 编号：2025-005 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 （请文字说明其他活动内容） 参与单位名称及 人员姓名 华创证券：申起昊；鑫巢资本：范承杰； 景林资产：周轶祺；中欧基金：薛义铮。 时间 2025 年 5 月 8 日 地点 上海浦东香格里拉大酒店；上海中心大厦。 上市公司接待人 员姓名 董事、副总经理、董事会秘书 吴达明 投资者关系活动 主要内容介绍 1、请公司具体介绍一下表面活性剂行业的情况。 我国表面活性剂行业已经发展成为一个产量巨大、品种丰富的行 业。在表面活性剂向功能化、绿色化发展的大趋势下，我国已经基本 上完成了对大宗表面活性剂产品关键技术的攻关、先进生产工艺设备 的引进和国产化，正大力发展在新兴应用领域所需的具特殊功能的新 品种和传统应用领域所需的高品质、高性价比、符合绿色消费理念的 新产品。表面活性剂领域产品众多，国内虽已有多家上市企业，但以 生产烷基糖苷为主要产品的上市企业较少，而生产聚醚胺的国内上市 公司 ...