| 800+ | 200+ | 30+ | 50.000m² | | --- | --- | --- | --- | | 企业参展 | 科研院所 | 主题论坛 | 展览面积 | 以PEEK、PI为代表的特种高分子材料一直备受关注，但从来没有像现在这样"火爆"， 究其原因仍然是产业升级的新需求和材料自身特性的双向奔赴，催生的"热 情"。 比如，早些年在房地产建筑和普通家电的引领下，以聚丙烯、聚乙烯等为代表的 5大通用塑料 似乎要统治天下，产能要按照亿吨计算，但凡聚烯烃能做的基本都 没别的材料啥事，便宜为王。后来汽车、高端家电、电子电气等产业快速发展， 5大通用工程塑料 迎来高光时刻，而且一直"火"到现在，包括尼龙、聚甲醛、聚 苯醚、聚碳酸酯等依然是"顶梁柱"，性价比为王，不过也因为太耀眼，产能过剩的话题已经不绝于耳。 到现在，机器人、无人机、AI服务器等新兴和未来产业崛起， 特种工程塑料 终于"扬眉吐气"，再也不因为"贵"而被束之高楼，火爆程度到" 驰骋 "在二级市场的 老太太可能都会熟练说出"PEEK"的一串概念股，一大波企业跨界"来势汹汹"。 点解阅读 ： PEEK ，又一国家级 " 小巨人 " 入局！ 在 ...

Core Viewpoint - The company, Ocean Biological, plans to enter the high-performance engineering plastics market by producing PEEK, a material currently dominated by international giants, thereby breaking their long-standing monopoly [1][2][3] Group 1: Project Overview - Ocean Biological announced a project to produce 2,000 tons of PEEK and its key intermediate, 4,4′-difluorobenzophenone (DFBP), with a total investment of 193 million yuan, including 84.25 million yuan for equipment and installation, 79 million yuan for construction, and 30 million yuan for working capital [1] - The project will be funded through a combination of self-owned funds and bank financing, with a construction period of 30 months from project initiation to trial production [1] Group 2: Market Potential - PEEK is recognized for its excellent properties such as high temperature resistance, high strength, and lightweight, making it suitable for various high-end applications, including aerospace, medical devices, automotive manufacturing, and electronics [1] - The demand for PEEK materials is expected to grow significantly, with a projected increase in domestic market demand from 2,334 tons in 2022 to 5,079 tons by 2027, corresponding to a compound annual growth rate of approximately 16.8% [2] Group 3: Strategic Importance - The project aligns with national policies promoting the self-sufficiency of high-end new materials and aims to enhance the domestic production capacity of PEEK, which has been largely reliant on imports [3] - Ocean Biological's strategy includes producing DFBP in-house, which constitutes 50%-60% of PEEK's production cost, thereby creating a closed-loop supply chain that enhances competitiveness against imported products [3][4] Group 4: Additional Investments - In addition to the PEEK project, Ocean Biological plans to sign a strategic cooperation agreement with Shandong Yalong Chemical Co., Ltd. to produce 60,000 tons of potassium hydroxide and 30,000 tons of potassium carbonate, with an investment of 500 million yuan [4] - This new potassium carbonate project aims to enhance the company's production capacity and diversify its product offerings to meet the differentiated demands of high-end sectors such as pharmaceuticals, food, and electronics [4]

公告称，本项目投产能让公司切入高性能工程塑料赛道，打破国际巨头对该市场的长期垄断，助力公司 从含氟精细化学品领域向特种高分子材料领域转型。 智通财经APP讯，大洋生物(003017.SZ)公告，公司董事会审议通过了《关于新建年产2000吨特种高分子 材料聚醚醚酮(PEEK)及关键中间体4,4′–二氟二苯甲酮等项目的议案》。 公司拟实施年产2000吨特种高分子材料聚醚醚酮(PEEK)及关键中间体4,4′–二氟二苯甲酮等项目。总投 资额1.9325亿元，其中设备及安装8425万元，土建7900万元，流动资金3000万元。自项目立项至试生产 共30个月。 ...

证券日报网讯 12月4日，凯盛新材在互动平台回答投资者提问时表示，公司PEKK产品属于特种高分子 材料，具有耐高温、耐化学药品腐蚀、耐摩等性能，作为性能优异的热塑性树脂新型材料，其可被用于 航空航天领域。公司一直密切关注商业航天领域发展，未来将积极开拓国内外市场。 （编辑 王雪儿） ...

Group 1 - The core viewpoint of the article highlights the strong performance of Shenzhen Water New Materials Co., Ltd. in the first half of 2025, with significant revenue and profit growth driven by its comprehensive capabilities in the specialty polymer materials sector [1][2][3] - In the first half of 2025, the company achieved operating revenue of 906 million yuan, a year-on-year increase of 12.29%, and a net profit attributable to shareholders of 18.41 million yuan, up 23.94% [1] - The company has established a full-chain layout for key materials such as LCP, PPA, PEEK, PPS, PTFE, and polyarylether sulfone, with specialty polymer materials revenue reaching 443 million yuan, accounting for nearly 50% of total revenue [1][2] Group 2 - The company has recently launched its 20,000-ton LCP resin project and a 1,000-ton PAEK resin project, which are expected to position it as the largest global supplier of LCP [2] - Research and development expenses reached 55.98 million yuan in the first half of 2025, representing a year-on-year increase of 17.29%, and accounting for 6.18% of total revenue [2] - The company’s LCP materials have broken the overseas monopoly in 5G antenna materials, achieving a low high-frequency signal loss of 1.4‰, and have entered the supply chains of leading global electronics companies [2][3] Group 3 - The company’s PEEK materials have enabled breakthroughs in humanoid robots, reducing weight by 15% and improving endurance by 30%, with successful integration into downstream clients [3] - The fluoropolymer materials sector has established a dual-base layout in Shanghai and Zhejiang, with PTFE products gaining recognition from domestic and international high-frequency PCB and semiconductor clients [3] - The demand from downstream sectors such as robotics and AI servers, combined with long-term policy support, is expected to further enhance the company's growth potential [3]

Core Viewpoint - Watte Co., Ltd. reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit, indicating a continuation of positive trends from 2024 [1][2] Financial Performance - The company achieved operating revenue of 906 million yuan, a year-on-year increase of 12.29% [1] - Net profit attributable to shareholders grew by 23.94%, while the net profit excluding non-recurring items increased by 39.54% [1] - Operating cash flow saw a substantial rise of 87.41% year-on-year, reflecting robust operational efficiency [1] Industry Position and Product Development - Watte Co., Ltd. is one of the few companies in China with a full industry chain capability in "material aggregation-modification-profile processing" within the specialty polymer materials sector [1] - The company has established a comprehensive layout of core materials including LCP, PPA, PEEK, PPS, PTFE, and polyarylether sulfone [1] - Revenue from specialty polymer materials reached 443 million yuan, accounting for nearly 50% of total revenue, with significant increases in the shipment volumes of core products [1][2] Capacity Expansion - The Chongqing base's 20,000-ton LCP resin project and a 1,000-ton PAEK resin project commenced production in May, with LCP annual capacity expected to reach 25,000 tons, positioning the company as a potential global leader in capacity [1] - The thermosetting carbon fiber composite material production line has achieved mass shipments, targeting applications in drones and robotics [1] - The company has successfully mass-produced bio-based high-temperature nylon and other bio-based nylon products [1] R&D Investment and Technological Advancements - Research and development expenses amounted to 55.98 million yuan, a year-on-year increase of 17.29%, representing 6.18% of total revenue [2] - The company has five national high-tech enterprises and three national specialized "little giant" firms, reinforcing its leading position in the industry [2] Market Applications and Competitive Edge - LCP materials have broken the overseas monopoly in 5G antenna materials, achieving a low high-frequency signal loss of 1.4‰ and entering the supply chains of leading global electronics companies [2] - AI server cooling materials have formed a comprehensive air-cooling solution applicable across various scenarios, including mobile phones and drones [2] - PEEK materials have enabled a 15% weight reduction and a 30% increase in endurance for humanoid robots, with successful integration into downstream clients [2] Policy and Market Outlook - The "14th Five-Year Plan" for the petroleum and chemical industry aims to increase the self-sufficiency rate of engineering plastics and specialty engineering plastics to 85% by 2025 [2] - With the explosive demand in downstream sectors such as robotics and AI servers, combined with long-term policy support, Watte Co., Ltd. is expected to further unleash growth potential amid the trend of domestic substitution [2]

Core Viewpoint - The company held an online performance briefing for the fiscal year 2024, showcasing strong investor engagement with a 100% response rate to 73 questions from investors [1]. Group 1: Company Performance and Strategy - The company is focusing on special polymer materials and engineering plastics, aiming to provide comprehensive material solutions to various industries [2][5]. - The gross margin for special polymer materials was reported at 23.72%, while the overall gross margin was 17.81%, influenced by lower margins in modified general plastics [3][10]. - The company is optimistic about future profitability as production capacity increases and customer demand grows [9][12]. Group 2: Market Position and Competition - The company faces competition primarily from leading foreign suppliers of polymer materials [2]. - The company is actively exploring partnerships in the humanoid robotics sector and is involved in testing materials for various applications [4][10]. - The company has entered the global semiconductor supply chain through the acquisition of Wat Huaben, enhancing its market position [5][8]. Group 3: Future Outlook and Development Plans - The company plans to focus on releasing existing production capacity and developing new applications in sectors such as medical and aerospace over the next 3-5 years [6][12]. - The company is committed to enhancing its capabilities in high-performance materials, particularly in the context of emerging technologies like 5G/6G, AI, and robotics [10][12]. - The company is confident in achieving its strategic goals and improving shareholder returns through effective market development and operational efficiency [11][12].

Core Insights - Shenzhen Water New Materials Co., Ltd. reported a revenue of 1.897 billion yuan for 2024, marking a year-on-year growth of 23.45% [1] - The company's net profit attributable to shareholders reached 36.5965 million yuan, a significant increase of 520.69%, while the net profit after deducting non-recurring items was 27.8283 million yuan, up 2085.60% [1] - The company is focusing on high-performance polymer materials, aiming to break the monopoly of foreign companies in the market [1] Financial Performance - Revenue for 2024: 1.897 billion yuan, up 23.45% year-on-year [1] - Net profit attributable to shareholders: 36.5965 million yuan, up 520.69% [1] - Net profit after deducting non-recurring items: 27.8283 million yuan, up 2085.60% [1] - R&D expenses exceeded 100 million yuan for the first time, reaching 116 million yuan, which is 6.10% of revenue [1] Product Development and Market Position - The company has developed a product matrix including LCP, PPA, PEEK, and polyarylether sulfone [2] - Achievements include breakthroughs in 14 core technologies, making the company a key supplier for major clients like NVIDIA and Huawei [2] - The company’s PEEK products are being used in humanoid robot joints, reducing weight by 15% and extending battery life by 31% [1][2] Market Opportunities - The demand for PEEK in the humanoid robot sector is projected to reach tens of thousands of tons globally [2] - There is a significant application gap for domestic LCP in 5.5G base stations and 800G optical modules, exceeding 5,000 tons per year [2] - The ongoing US-China technology competition is creating opportunities for high-end material replacements, with the company accelerating the replacement of imports in semiconductor carriers [2]