日前，山东省工业和信息化厅公布2025年山东省新材料领军企业培育库入库名单和50强名单。 凭借在新材料领域深厚的技术积淀、持续的创新成果与显著的产业引领力，南山铝业（股票代码：600219）、南山智尚（股票代码：300918）再度入选山 东省新材料领军企业培育库入库企业名单；南山铝业蝉联"山东省新材料领军企业50强"。 铝业车间 南山智尚近年来在新材料领域持续发力，以超高分子量聚乙烯纤维、锦纶纤维为创新增长点，形成协同发展的新格局。其中，公司拥有轻质、高强、耐腐 蚀等优异特性的超高分子量聚乙烯纤维已实现规模化量产，产能已全部释放，产品性能达到国际先进水平；锦纶纤维重点开展阻燃、抗紫外线、凉感、抗 菌、超细旦等高性能差别化方向研究，开发出高端功能性锦纶66、生物基锦纶5X等多款高附加值产品，其中部分产品性能较同类产品提高15-50%，具有 较强的竞争优势。 超高车间 超高分子量聚乙烯纤维产品应用 新材料产业已被世界公认为最重要、发展最快的高新技术产业之一，是发展新动能、赢得未来竞争新优势的关键，也是山东省重点培育的"十强"产业之 一。 长期以来，南山铝业秉承 "创新驱动、高端制造、精深加工" 的战略发展思路，重 ...

关注新材料50ETF（159761）投资机会，行业长期成长逻辑获市场关注。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 新材料50ETF（159761）跟踪的是新材料指数（H30597），该指数聚焦于新材料产业，从市场中选 取涉及先进基础材料、关键战略材料及前沿新材料等业务的上市公司证券作为指数样本，以反映新材料 相关上市公司证券的整体表现。行业配置上侧重化工、有色金属、电子等领域，体现国家战略新兴产业 的发展方向，具有较高的成长性和创新性。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：董萍萍 ） 国海证券指出 ...

Core Insights - The company is transforming limestone, a low-value raw material, into high-performance nano-calcium carbonate through advanced processing techniques, significantly increasing its value from tens of yuan per ton to a marketable product sold by the gram [1][3]. Company Overview - Shanxi Shiqi Era New Materials Technology Co., Ltd. has developed a project for the clean preparation of special nano-calcium carbonate and composite titanium dioxide, resulting in the transformation of coarse limestone into fine nano-particles [1][3]. - The company has obtained five authorized invention patents and mastered two core process technologies, establishing an academic workstation to enhance its research capabilities [1]. Product Development - The produced nano-calcium carbonate is characterized by its extremely small molecular particles, which have diverse applications across various industries, including rubber, paper coating, and coatings [3][6]. - The company is also developing new composite materials, ensuring that technological innovations align with industry development [6]. Research and Innovation - The company invests 15% of its annual revenue into research and development, collaborating with the Chinese Academy of Sciences to tackle challenges in producing rod-shaped nano-calcium carbonate [4]. - The local government is implementing policies to support technological innovation, including subsidies and promotional activities for new materials [6]. Industry Context - The transformation of limestone into new materials reflects Shanxi's commitment to advancing its new materials industry and promoting the transition of traditional industries towards high-end, intelligent, and green development [6][7]. - The province aims to prioritize the development of advanced metal materials and key technologies in various sectors, including special steel and carbon fiber, to strengthen its industrial cluster [7].

Group 1 - The new materials industry is a core component of the national modernization industrial system, providing essential support for strategic emerging industries such as new energy, aerospace, electronic information, and high-end equipment, described as the "skeleton and blood" of modern industry [1] - China's new materials industry is globally leading in scale, with advanced technologies in rare earth functional materials, lithium battery materials, and photovoltaic materials, showcasing a significant collaborative development pattern between state-owned and private enterprises [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which focuses on representative listed companies in advanced basic materials, key strategic materials, and cutting-edge new materials, reflecting the overall performance of the new materials sector [1] Group 2 - The index covers multiple sub-sectors, including high-performance composite materials and new functional materials, fully embodying the trends of technological innovation and industrial upgrading [1]

Core Insights - The new materials industry is currently developing, offering superior performance compared to traditional materials, and is considered a cornerstone of the modern industrial system [1] - Investment in new materials is viewed as an investment in future emerging industries and the transformation and upgrading of industrial structures [1] - The New Materials 50 ETF (159761) has risen over 1.8% as of November 6, indicating positive market sentiment towards this sector [1] Industry Overview - New materials are often in the development or introduction phase, with development phase investments driven by thematic investment and emotional factors, requiring attention to strong depth and clear logic [1] - Investments during the introduction phase rely on the continuous realization of industrialization, where terminal value is more important than valuation, necessitating a focus on penetration rates and market shares [1] Market Focus - Current market attention is on specific sub-sectors such as solid-state batteries and electronic fabrics, with solid-state batteries expected to enter a core catalytic period in November [1] - The New Materials 50 ETF tracks the New Materials Index (H30597), which selects listed companies involved in advanced basic materials, key strategic materials, and cutting-edge new materials to reflect the overall performance of the new materials industry [1] Composition of Index - The index's constituent stocks are primarily distributed across the chemical, non-ferrous metals, and high-tech sectors, showcasing significant growth and innovation characteristics [1]

Core Insights - The article highlights the rapid development and innovation in the new materials industry in Henan, China, showcasing various advanced materials and their applications in different sectors [1][6]. Group 1: Diamond Industry - The first synthetic diamond in China was created in Zhengzhou in 1963, marking the beginning of the synthetic diamond industry in the country [1]. - Henan's diamond industry has seen significant growth, with the production of a 156.47-carat diamond, the largest known single crystal synthetic diamond globally, by Henan Power Diamond Co., Ltd. [3]. - Official data indicates that China's synthetic diamond production accounts for 95% of the global total, with Henan contributing approximately 80% of the national output [5]. Group 2: New Materials Development - The multi-fluorine new materials company in Jiaozuo leads in the inorganic fluorine materials sector, having established over 100 national and industry standards [6]. - The copper foil industry in Lingbao has achieved a production capacity of 78,000 tons, contributing to a total output value exceeding 20 billion yuan [6]. - Lingbao Huaxin Copper Foil Co., Ltd. has successfully produced ultra-thin lithium battery copper foil, with thicknesses reaching 4 micrometers, setting new industry records [9]. Group 3: Government Support and Industry Ecosystem - Local governments in Henan have actively supported enterprises by providing assistance in funding, technology, and talent, facilitating the growth of the new materials sector [5]. - The collaboration between various local governments and enterprises has led to the establishment of a comprehensive diamond industry ecosystem, integrating upstream and downstream processes [5].

Investment Rating - The report maintains a "Buy" rating for the company, with a current price of 2.78 CNY for A shares and 1.36 HKD for H shares [6]. Core Views - The company experienced a significant recovery in Q3 2025, with a notable increase in gross margins for its main products, despite a decline in sales volume [2][4]. - The company is accelerating its carbon fiber project layout, which is expected to enhance its integrated industrial chain advantages and support the growth of the new materials sector [3][4]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company reported revenue of 589 billion CNY, a year-on-year decrease of 10.8%, and a net profit attributable to shareholders of -4.32 billion CNY, down 4.67 billion CNY year-on-year [1]. - In Q3 2025 alone, the company achieved revenue of 194 billion CNY, a year-on-year decline of 13.8% and a quarter-on-quarter decline of 3.2%, but net profit attributable to shareholders was 0.31 billion CNY, an increase of 0.24 billion CNY year-on-year and a quarter-on-quarter increase of 4 billion CNY [1][2]. Product Sales and Pricing - The sales volumes for gasoline, diesel, and aviation kerosene in the first three quarters of 2025 were 2.47 million tons, 1.79 million tons, and 1.03 million tons, respectively, with average selling prices of 7990 CNY/ton, 6445 CNY/ton, and 4851 CNY/ton, reflecting year-on-year decreases of 8%, 7%, and 12% [2]. - The average crude oil processing cost was 3921 CNY/ton, down 10% year-on-year [2]. Carbon Fiber Project - The company has initiated a project to build a 30,000-ton large tow carbon fiber production facility in Ordos, Inner Mongolia, leveraging its proprietary technology and local green electricity resources [3]. - The project aims to establish 10 production lines by 2027, providing key materials for the wind power, energy storage, and low-altitude industries, thereby supporting the upgrade of China's new materials industry [3]. Profit Forecast and Valuation - The profit forecasts for 2025-2027 have been adjusted downward, with expected net profits of -3.42 billion CNY, 4.31 billion CNY, and 6.61 billion CNY, respectively [4]. - The report anticipates that the company's profitability will improve as downstream demand gradually recovers and oil prices stabilize [4].

Core Viewpoint - The article emphasizes the critical role of new materials in driving technological advancements and national competitiveness, particularly in sectors like artificial intelligence, aerospace, and energy revolution. The Chinese new materials industry has surpassed 8 trillion yuan in scale, with significant growth potential and strategic importance in various emerging industries [2][4][7]. Summary by Sections 1. Overview of New Materials - New materials are defined as those with superior properties or functions achieved through structural design, composition optimization, or process innovation, covering eleven core areas including advanced basic materials, strategic materials, and cutting-edge new materials [6]. - As of 2024, China's new materials industry scale has exceeded 8.2 trillion yuan, with an annual growth rate of over 12%, primarily concentrated in the Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin-Hebei regions, contributing 74.6% of the national output [7]. 2. Material System Classification and Core Categories - **Advanced Basic Materials**: Includes high-performance steel, non-ferrous metals, advanced chemical materials, and inorganic non-metallic materials, each with specific performance metrics and applications [10][12][13][14]. - **Strategic Materials**: Encompasses high-end special materials for equipment, next-generation information technology materials, and new energy materials, highlighting their importance in sectors like aerospace and electronics [15][16][19]. - **Cutting-edge New Materials**: Focuses on low-dimensional materials, quantum information materials, advanced energy materials, and porous framework materials, which are crucial for future technological innovations [23][24][25][26]. 3. Key Development Tasks - The report outlines eight key development tasks centered on ensuring the self-sufficiency of strategic materials, addressing performance breakthroughs, and overcoming process barriers to enhance China's material capabilities for future challenges [4][67].

Core Insights - The sixth China New Materials Industry Development Conference, the third World Materials Conference, the ninth World Materials Summit, and the 26th International Materials Association Asian Materials Conference will be held from October 12 to 17 in Guilin, aiming to inject new vitality and momentum into the global materials science field [1][3] Group 1: Conference Overview - The series of conferences represents a historic "four-conference linkage," integrating four major brand events to attract over 30 countries' academicians, top research institution leaders, and representatives from leading enterprises in the materials science field [3] - Nearly 100 sub-forums will be set up, covering a wide range of topics including energy materials, information materials, structural materials, and biomaterials, providing a broad platform for global materials science communication and cooperation [3] Group 2: Focus and Goals - The theme of the series of conferences is "Accelerating Major Breakthroughs in Key Strategic Materials and Promoting High-Quality Development of New Productive Forces," closely aligning with the 2035 science and technology power goals and focusing on major national needs and breakthroughs in key materials [3] - The conferences aim to serve high-tech, high-end manufacturing, major engineering projects, and emerging industries, promoting materials science to a higher level [3] Group 3: Guilin's Role - Guilin has a strong momentum in the development of the new materials industry, with over 40 large-scale new materials enterprises and a solid industrial foundation [4] - The hosting of the series of conferences will bring unprecedented development opportunities to Guilin's new materials industry, helping to establish it as a regional innovation hub [4] Group 4: Conference Activities - The conference will focus on the entire chain from "basic research to technological breakthroughs to results transformation," with topics highly aligned with Guilin's new materials industry direction [4] - Specific sub-forums will include "Origins and Evolution of Human Materials Science," "Talc Materials Industry Sub-Forum," and "International Seminar on Diamond and Its Functional Applications," showcasing Guilin's achievements in materials science [4] Group 5: Technological Innovations - An AI matching system will be introduced for the first time to enhance participant experience and efficiency in results transformation, along with AI simultaneous translation stations and a digital resource library [5] - The conference will adopt a "hybrid" model, facilitating remote participation from international experts and expanding the conference's influence [5] Group 6: Strategic Development - Guilin will leverage this platform to connect with top international resources, promote local talent policies, and attract high-level talent teams to support industrial innovation [5] - The goal is to establish long-term cooperation mechanisms between local enterprises and academicians through joint research centers and collaborative technological breakthroughs [5]

Core Viewpoint - The new materials industry is crucial for supporting modern industrial systems and achieving high-level technological self-reliance, with significant strategic importance for building a strong manufacturing and quality nation [2]. Industry Background and Development Situation - During the 14th Five-Year Plan, China's new materials industry saw continuous growth, with total output value exceeding 8.2 trillion yuan and an average annual growth rate of over 12% [4]. - Achievements include breakthroughs in ultra-high-strength steel, high-performance carbon fiber, semiconductor silicon wafers, and key materials for lithium-ion batteries [4]. - Challenges remain in high-end materials and the need for improved self-sufficiency in core processes and equipment [4]. Overall Requirements - The guiding ideology emphasizes innovation-driven development, demand-oriented approaches, and green low-carbon principles [7]. - Key principles include self-reliance through innovation, application-driven demand, and collaboration among enterprises [9]. Development Goals (by 2030) - Comprehensive security capability for key strategic materials to reach over 80% [11]. - Global competitiveness in innovation, with over 500 key technologies developed [11]. - Establishment of over 20 internationally leading new materials industrial clusters [11]. Key Development Directions - Advanced basic materials include ultra-high-strength automotive steel and high-performance aluminum alloys [13]. - Key strategic materials focus on high-temperature alloys and advanced semiconductor materials [14][15]. - New energy materials target high-energy-density battery materials and efficient photovoltaic materials [16]. - Frontier new materials include low-dimensional and intelligent materials, as well as quantum information materials [17][18]. Key Tasks and Major Projects - Focus on urgent new materials needed in critical application areas such as aerospace and new energy vehicles [21]. - Specific targets include high-performance carbon fiber composites and lightweight aluminum alloys for automotive applications [22][26]. Collaborative Innovation System - Establish a collaborative innovation system centered on enterprises, integrating industry, academia, and research [45]. - Encourage leading enterprises to form innovation alliances with universities and research institutions [45]. Market Cultivation for Key New Materials - Implement insurance compensation mechanisms for the first application of key new materials to reduce user risks [50]. - Establish a project library for demonstration projects to showcase the advantages of new materials [50]. Standard System Improvement - Develop and revise over 500 key new material standards to ensure product quality and market order [51]. - Promote brand building for new materials through industry exhibitions and evaluations [51]. Internet Plus New Materials Action - Integrate new information technologies with the new materials industry to enhance operational efficiency [64]. - Establish national-level internet platforms for the new materials industry to facilitate real-time information sharing [64].