证券日报网讯晨化股份11月18日在互动平台回答投资者提问时表示，公司未来三年致力于精细化工助剂 新材料、生物基可降解材料及新能源电池材料的研发，公司控股子公司晨化（福州）科技发展有限公司 与大连疆大工业催化有限公司签订《技术推广合作协议》，在电解液用碳酸酯溶剂新生产工艺和催化剂 技术方面进行合作推广，如有重大进展公司会及时披露。 （文章来源：证券日报） ...

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [2]. Group 1 - The company responded to an investor inquiry about the application of new materials, such as butyl rubber, in perovskite battery technology [2]. - Perovskite batteries are more sensitive to moisture compared to traditional silicon solar cells, necessitating high-performance moisture barrier solutions [2]. - The company obtained the world's first TV Rheinland certification for its butyl rubber in October this year [2].

Core Viewpoint - The company has developed a packaging solution using POE adhesive film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cells, addressing their sensitivity to moisture [1]. Group 1 - The company responded to an investor inquiry regarding the application of new materials, such as butyl rubber, in perovskite battery technology [1]. - Compared to traditional silicon solar cells, perovskite cells are more sensitive to moisture, necessitating high-performance moisture barrier solutions [1]. - The company obtained the world's first TÜV Rheinland certification for butyl rubber in October of this year [1].

Core Viewpoint - The company is a significant supplier of defense materials in China, actively involved in the development of new materials for various advanced technology projects [1] Group 1 - The company has led or participated in the formulation of 28 national standards, 20 industry standards, and 5 group standards [1] - The company utilizes digital technology to undertake numerous research and development projects for new materials [1] - The new materials developed by the company are applied by downstream customers in nuclear power facilities and the nuclear industry [1] Group 2 - The company has been involved in research projects related to nuclear power, supporting the development of new technologies and industries downstream [1]

Core Insights - Dinglong Co., Ltd. reported a revenue of 967 million yuan for Q3 2025, representing a year-on-year growth of 6.57% [1] - The net profit attributable to shareholders reached 208 million yuan, marking a significant increase of 31.48% year-on-year [1] - Basic earnings per share stood at 0.22 yuan [1] Cumulative Performance - For the first three quarters of 2025, the company achieved a total revenue of 2.698 billion yuan, reflecting an 11.23% year-on-year increase [3] - The net profit attributable to shareholders for the same period was 519 million yuan, showing a robust growth of 38.02% year-on-year [3] - Basic earnings per share for the first three quarters were 0.55 yuan, indicating steady growth [3] Business Drivers - The growth in performance is primarily attributed to the stable development of core business segments and the ramp-up of new products, particularly in electronic chemical materials and high-end photoresist materials [3] - The company has been optimizing its cost structure and enhancing production line automation, which has contributed to improved profitability [3] Industry Position - Dinglong Co., Ltd. is a key player in the imaging information materials and electronic chemicals sector in China, with its main business covering printing composite materials, display materials, and semiconductor materials [3] - The products are widely used in integrated circuit manufacturing and display panel production [3] - Industry experts note that the company has gradually formed a comprehensive competitive advantage in the materials industry chain through continuous investment in new material research and technological innovation [3] - With the recovery of demand in the downstream electronics and semiconductor industries, the company's revenue and profit are expected to continue their growth trajectory [3]

Core Viewpoint - The company, Taili Technology (301595.SZ), has developed high-performance nano-fluid materials with extensive applications in impact protection, including 360° cut-resistant gloves, covert cut-resistant clothing, police stab-resistant clothing, and bulletproof vests, indicating a significant potential market in both military and civilian sectors [1]. Group 1 - The company has independently researched and developed high-performance nano-fluid materials [1]. - The applications of these materials span various protective gear, highlighting their versatility [1]. - There is a potential market for these products in both military and civilian applications [1].

Core Viewpoint - Guochuang High-tech plans to invest approximately 152 million yuan in the establishment of a new materials research and development base, with an initial phase investment of 39.6 million yuan [1] Group 1: Project Overview - The project will be implemented in two phases, with the first phase involving an investment of 39.6 million yuan [1] - The total estimated investment for the entire project is around 152 million yuan [1] - The second phase of construction will be determined based on the operational performance after the completion of the first phase [1]

Core Viewpoint - Ningbo Huaxiang has established a joint venture to focus on the research and application of PEEK materials, indicating a strategic move towards advanced material development [1] Group 1: Joint Venture Details - The company has invested in a joint venture named Ningbo Fengmei Piqik New Materials Co., Ltd., holding a 30% stake [1] - The joint venture aims to develop PEEK materials, which are known for their high performance in various applications [1] Group 2: Patent and Technology Acquisition - The joint venture signed a patent licensing agreement with Jilin University, investing 30 million yuan to obtain a general license for Chinese patents and proprietary technologies related to the industrialization of PEEK [1] - The license is valid for 20 years, allowing the joint venture to leverage advanced technologies for PEEK material production [1] Group 3: Technical Support - The joint venture will engage experts and technical teams from Jilin University to provide comprehensive technical services and training [1] - This collaboration is expected to enhance the joint venture's capabilities in PEEK material development, including polymerization, purification, modification, and composite enhancement processes [1]

Core Viewpoint - Daosheng Tianhe has officially initiated its IPO process, planning to conduct preliminary inquiries on September 24, 2025, and commence subscriptions on September 29, 2025 [1] Company Overview - Daosheng Tianhe is a national high-tech enterprise focused on the research, production, and sales of new materials, headquartered in the Shanghai Free Trade Zone [1] - The company's core products include high-performance thermosetting resin materials such as epoxy resin, polyurethane, acrylic, and organic silicon, which are applied in various industrial fields including wind power blades, new energy vehicles, energy storage, hydrogen energy, aviation, and electricity [1] Market Position - According to the China Petroleum and Chemical Industry Federation, Daosheng Tianhe's "epoxy resin series for wind power blades" has ranked first in global sales for three consecutive years from 2022 to 2024, while its "structural adhesive for wind power blades" ranks second domestically and third globally [1] - Daosheng Tianhe is the only Chinese company supplying both epoxy resin and structural adhesive to the international wind power giant Vestas Wind Technology Group, and maintains long-term cooperation with renowned companies such as Germany's Ender Company and China National Materials Technology [1] Financial Performance - Financial data shows that Daosheng Tianhe's operating revenues from 2022 to the first half of 2025 were 3.436 billion, 3.202 billion, 3.238 billion, and 1.785 billion respectively, with net profits of 108 million, 152 million, 155 million, and 85 million respectively [2] - The company expects its net profit attributable to shareholders for the period from January to September 2025 to be between 145 million and 155 million, representing a year-on-year growth of 48.21% to 58.43% [2]

Core Viewpoint - Qixiang Technology is initiating its listing guidance to provide high-quality products and services for the rubber industry, with a focus on innovative materials development and production [1] Group 1: Company Overview - Qixiang Technology specializes in the research, production, and sales of new materials, offering eight core product categories including low rolling resistance silane, high-temperature crosslinking agents, tread resins, bonding accelerators, special reinforcing fillers, environmentally friendly rubber oil, nano-silica, and modified bio-based materials [1] - The company has established a subsidiary, Qixiang New Materials (Shandong) Co., Ltd., which plans to invest 1.2 billion yuan, covering approximately 500 acres with a production capacity of 420,000 tons, utilizing innovative high-tech and automated systems, and is expected to commence production in 2025 [1] Group 2: Research and Development - Qixiang Technology emphasizes collaboration with universities, maintaining long-term technical exchanges with institutions such as Nanjing University, Nanjing University of Technology, South China University of Technology, Qingdao University of Science and Technology, and Nanjing University of Posts and Telecommunications [2] - The company has established specialized R&D centers in Huai'an and Suzhou, modern production bases in Huai'an and Linyi, a global marketing center in Shanghai, and has set up branches and offices in Qingdao, Chongqing, Tianjin, and Hong Kong [2] Group 3: Corporate Structure - The controlling shareholder of Qixiang Technology is Yao Xiang, who holds a direct shareholding ratio of 62.45% [3]