改性塑料：从家电到新能源，千亿市场的 "性能升级王" 而改性塑料的核心，就是通过物理、化学或共混手段，给普通塑料 "补短 板、增优势"。目前主流的改性技术有三类： 填充改性：往塑料里加 "增强剂"，比如在 PP 中加入碳酸钙、滑石粉， 能让材料硬度提升 30% 以上，成本还能降低 15%，常用在家电底座、玩具外 壳上； 增强改性：加入玻璃纤维、碳纤维等 "高强度填料"，像汽车门板用的玻 1 纤增强 PP，强度堪比金属，重量却轻了 40%，完美契合汽车轻量化需求； 功能改性：赋予塑料新能力，比如加入阻燃剂让 PC 变成 "防火材料"（可 通过 V0 级阻燃测试），用于插线板外壳；加入抗氧剂让 PE 管材寿命从 10 年 延长到 50 年，适配市政工程。 汉鼎智库咨询 2025-12-22 你每天接触的家电外壳、汽车保险杠、手机中框，看似是普通塑料，实则可 能是 "升级款"—— 改性塑料。这种通过技术手段优化性能的材料，正悄悄 渗透进我们生活与工业的方方面面：既能让洗衣机内筒耐住 90℃高温，又能让 新能源汽车电池壳扛住挤压冲击，还能帮快递包装实现 "环保可降解"。如今， 随着下游行业对材料性能要求的升级，改性塑 ...

每经AI快讯，华源证券12月20日发布研报称，给予禾昌聚合（920089.SH）"增持"评级。评级理由主要 包括：1）"以塑代钢"、"以塑代木"趋势深入推进，中国已成为全球最大改性塑料市场；2）专注改性塑 料粒子和塑料片材，覆盖汽车、家电等领域；3）产能释放保障汽车领域增长曲线延续，东南亚布局丰 富业务维度。风险提示：主要原材料价格波动风险、市场竞争加剧风险、核心技术配方泄露风险。 （记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——首饰黄金每克便宜176元，苹果手机最新款可立省1300元……海南封关如何 影响爱"买买买"的你？ ...

Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 724 million CNY, representing a year-on-year growth of 30.18% [4] - In 2024, the company's revenue decreased by 5.57%, with a notable decline in the chemical materials business [6] - The self-owned brand production segment saw a revenue increase of 61.32% in 2024, driven by expanded sales channels and enhanced product performance [6][7] Group 2: Research and Development - The company has obtained 8 invention patents, with 18 more pending, alongside 29 utility model patents and 30 software copyrights [3] - R&D expenses increased by 7.59%, focusing on high-performance and general board and rod materials, as well as special engineering plastics [3] - The company developed high-performance PEI and polyoxymethylene (POM) materials, achieving significant production capacity improvements [3][7] Group 3: Market Trends and Future Outlook - The demand for chemical new materials is expected to grow due to national policy support and the transformation of traditional industries [5] - The trend of replacing metals with engineering plastics is gaining momentum, with the company aiming to enhance market share in various segments [9] - The electronic materials industry is progressing rapidly, supported by new technologies such as big data and artificial intelligence [5]