一、行业背景与发展特征 发展驱动：全球电动化（新能源汽车）与储能需求爆发，叠加各国能源安全、环保法规趋严及制造商需求升级，推动蓄电池行业向技术合规、功能适配、 环保化方向发展。 本报告围绕中国锂离子电池全球出口展开分析，核心内容如下： 行业特征：呈现绿色化（推广低碳工艺、优化回收与废水处理技术）、全球化（中国企业输出技术、设备与管理体系，构建海外完整制造能力）、一体化 （头部企业垂直整合，布局绿电生产基地以降本增效）三大趋势。 二、重点国别出口机会与采购商情况 越南：87 天内高频高额采购商 TOP10 包括 SAMSUNG SDI VIETNAM CO., LTD、NEWTIMES IMPORT EXPORT 等企业，交易金额居前，当地电子制造 业对锂离子电池需求旺盛。 美国：156 天内高频高额采购商以 BELLEFIELD HOLDCO LLC.、TOYOTA MOTOR SALES USA INC. 等为主，交易规模庞大，新能源汽车与储能领域采 购需求突出。 印度：87 天内高频高额采购商有 MAHINDRA AND MAHINDRA、SUNWODA ELECTRONICS INDIA 等，平均进口交 ...

内容概要：橡胶促进剂是指橡胶硫化促进剂。橡胶硫化主要使用硫磺来进行，但是硫磺与橡胶的反应非 常慢，因此硫化促进剂应运而生。凡是能促使硫化剂活化，加速硫化剂与橡胶分子间的交联反应，从而 达到缩短硫化时间和降低硫化温度的物质称为硫化促进剂。橡胶促进剂按化学结构分类，可分为噻唑 类、次磺酰胺类、秋兰姆类、二硫代氨基甲酸盐类、胍类、硫脲类、醛胺类、黄原酸盐类、其它类。其 中次磺酰胺类综合性能最好、使用最广泛。2022年我国橡胶促进剂产量有所减少，2023年产量恢复增长 态势，2024年产量为40.22万吨，同比增长4.6%；2025年1-9月期间，促进剂受轮胎需求疲软影响，产量 同比下降0.9%，为34.15万吨。产能方面，"十四五"末期，中国橡胶硫化促进剂产能增长明显，相比"十 四五"初期，产能增加了49.2万吨，增长率78%。截至2024 年促进剂产能为114.4万吨/年。橡胶促进剂是 橡胶加工中不可或缺的一种材料，直接决定了橡胶制品的生产效率、成本和最终性能。2022-2023年期 间，中国橡胶促进剂表观需求量保持稳步增长态势，2024年表观需求量同比下滑1.3%至24.3 万吨， 2025年1-9月表观需求量 ...

内容概要：除湿机又称为抽湿机，其工作原理是：由风道系统将潮湿空气抽入机内，通过热交换器，将 空气中的水分子冷凝成水珠，处理过后的干燥空气排出机外，如此循环可使室内湿度保持在适宜的相对 湿度，从而为相应人员、物品、设备或工艺提供相对适宜的空气环境。随着人们对室内环境质量的重视 程度不断提高，除湿机技术的不断发展，以及和在生物医药、数据中心、新能源电池生产等应用场景的 不断拓展，除湿机市场需求不断增加。中国作为主要生产国和消费市场，展现出强劲的增长潜力。2024 年，我国除湿机产量为1295.4万台，需求量为183.3万台，市场规模为25.66亿元；预计2025年，我国除 湿机产量将达1208.9万台，需求量将达175.0万台，市场规模将达24.07亿元。 上市企业：德业股份[605117]、欧伦电气[874628]、美的集团[000333]、格力电器[000651]、海信家电 [000921]、海尔智家[600690] 相关企业：广州多乐信电器有限公司、东莞市金鸿盛电器有限公司、常州市川岛电器有限公司、启迪亚 都（北京）科技有限公司、开平威技电器有限公司、杭州东玛电气有限公司 关键词：除湿机行业政策、除湿机行业 ...

内容概况：在海洋油气开采体系中，海底管道是连接海底油井与陆地终端的关键基础设施，其运行稳定 性直接关乎能源输送安全。由于长期处于高压、低温、强腐蚀及复杂地质活动的深海环境中，传统钢质 管道面临严峻挑战。海洋软管凭借其独特的柔性结构、卓越的耐腐蚀性与耐高低温性能，能够在恶劣工 况下保持长期稳定运行，已成为深海油气输送的"海底生命线"。海洋软管核心技术曾长期被国外垄断， 直至2010年无棣海忠软管制造有限公司成功研发出首根国产海洋软管并应用于南海西部海域，才实现国 产化突破。近年来，全球能源需求持续增长，发展中国家随着经济快速扩张对石油和天然气的依赖程度 进一步加深。为满足持续增长的能源需求，油气企业不断加大海洋油气资源的勘探与开发力度，推动海 洋软管在浮式生产系统、海底管网及跨海输送等场景中的应用日益广泛。数据显示，2024年中国海洋软 管行业市场规模为26.83亿元，同比增长18%。未来，随着深海油气资源开发加速以及柔性管道在跨海 输送等领域应用的深化，海洋软管行业将迎来更广阔的市场空间。 相关上市企业：中国石化（600028）、宝丰能源（600989）、北元集团（601568）、中泰化学 （002092）、 ...

Core Insights - The cable trench cover plate is an essential facility for protecting cables from environmental damage, widely used in urban power grids, communication networks, industrial parks, substations, and transportation facilities [2][4] - The market for cable trench cover plates in China is projected to grow from 470 million yuan in 2024 to approximately 480 million yuan in 2025, with concrete cover plates holding the largest market share [2][4] Industry Definition and Characteristics - Cable trench cover plates are categorized based on material and load-bearing capacity, including galvanized steel, concrete, and fiberglass reinforced polymer [2][4] - Each material has unique applications; for instance, steel fiber concrete plates are cost-effective and strong, suitable for regular roads, while composite materials are lightweight and corrosion-resistant, ideal for chemical parks and coastal areas [2][4] Industry Development Status - The cable trench cover plate market in China is experiencing growth due to urbanization and infrastructure improvements, particularly in underground comprehensive pipe gallery projects [2][4] - The market size for cable trench cover plates in 2024 is estimated at 470 million yuan, with a slight increase expected in 2025 [2][4] Industry Structure - The upstream of the cable trench cover plate industry includes traditional materials like steel and cement, as well as composite materials and production equipment [6] - The midstream involves the manufacturing of cable trench cover plates, while the downstream focuses on sectors such as electricity, municipal services, rail transportation, and renewable energy [6] Competitive Landscape - The cable trench cover plate industry in China has over a thousand production enterprises, with a fragmented competitive landscape dominated by small to medium-sized private companies [6] - Notable companies include Jianhua Building Materials, Baogai New Materials, and Anji Cement Products, with leading firms implementing advanced technologies to reduce product defect rates [6][7] Company Insights - Baogai New Materials specializes in producing GFRP trench cover plates, serving critical sectors like electricity, transportation, and urban utilities [7][8] - The company's revenue for the first half of 2025 is projected at 46 million yuan, with cable trench cover plate sales contributing 33 million yuan [8] Industry Trends - The cable trench cover plate industry is moving towards smart and environmentally friendly solutions, with increasing demand for composite cover plates driven by urbanization and infrastructure development [8][9] - The market for composite cable trench cover plates is expected to grow rapidly due to the emergence of new materials and technologies, alongside the implementation of environmental policies [8][9]

来源：小财米 2025年11月28日晚，证监会网站披露，同意北交所企业浙江科马摩擦材料股份有限公司向不特定合格投资者公开发行股票注册的批复。 浙江科马摩擦材料股份有限公司 科马材料主营业务为干式摩擦片及湿式纸基摩擦片的研发、生产及销售，并致力于新型摩擦材料的开发应用。 按应用领域，摩擦材料可以分为制动系摩擦材料（刹车片）和传动系摩擦材料（干式摩擦片及湿式纸基摩擦片）。刹车片用于制动，吸收动能；干式摩擦片 及湿式纸基摩擦片用于传动，传递动力。 按工作环境，摩擦材料可以分为干式摩擦材料（刹车片、干式摩擦片）和湿式摩擦材料（湿式纸基摩擦片）。干式摩擦材料指在空气中工作的摩擦材料，湿 式摩擦材料指浸泡在各类油体内工作的摩擦材料。 在全球汽车与工业装备无声却激烈的安全博弈中，摩擦材料扮演着至关重要的"守门员"角色。从汽车制动到高铁减速，从风电巨臂的锁止到工程机械的精准 操控，这块看似不起眼的材料，直接决定着移动安全与装备性能的边界。当前，这个传统而关键的行业正站在技术升级、环保变革与全球竞争的关键十字路 口。 摩擦材料行业的现状是稳健增长与结构性转型并存。据市场分析，全球摩擦材料市场规模在2024年已达到约2063.6 ...

Core Insights - The spring mattress market in China holds a dominant position with nearly 80% market share, driven by its excellent support, breathability, and durability [1][9] - The market size of the spring mattress industry in China is projected to grow from 43.2 billion yuan in 2015 to 64.64 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.58% [1][9] - The increasing urbanization and rising income levels in China are expected to expand the consumer base and drive continuous product upgrades in the spring mattress market [1][9] Industry Overview - Spring mattresses, also known as "Simmons," are primarily categorized into various structures such as interconnected, one-wire steel, high-elasticity, independent spring bags, and independent cylinder springs [2][3] - The production process involves assembling springs, fabric covering, and edge sewing, with quality inspections to ensure material cleanliness and structural stability [2] Industry Development History - The invention of the spring mattress dates back to the 1870s in the United States, and it was introduced to China in the early 20th century, revolutionizing the mattress market [5] Industry Supply Chain - The upstream of the spring mattress industry includes raw materials like high manganese steel, carbon steel wire, foam, memory foam, latex, and fabrics [6] - The midstream involves the manufacturing of spring mattresses, while the downstream consists of sales channels including e-commerce platforms and retail stores [6] Current Market Status - The production capacity of spring mattress manufacturers in China has been steadily increasing, with production volume projected to rise from 72.08 million units in 2020 to 86.01 million units in 2024, reflecting a CAGR of 4.52% [8][9] Import and Export Trends - In 2021, the import volume of spring mattresses reached 143,600 units, a year-on-year increase of 41.14%, while the import value was 360 million yuan, up 51.92% [9] - The export volume of spring mattresses has shown a consistent upward trend, with 13.72 million units exported in the first three quarters of 2025, a year-on-year increase of 9.91% [10][9] Competitive Landscape - The spring mattress industry in China features a diverse competitive landscape, with established brands leveraging strong distribution networks and emerging brands focusing on product innovation and targeted marketing [10] - Key players in the industry include Xilinmen, Mousse, Mengbaihe, and others, with competition shifting towards material research, functional design, and sleep experience [10] Future Trends - The industry is expected to evolve towards smart health management platforms, integrating non-invasive sensors to monitor physiological data and enhance sleep quality [14] - Material innovation will focus on combining traditional materials to resolve performance conflicts, while sustainable practices will drive a green transformation across the entire supply chain [15][16]

Core Insights - The automotive stabilizer bar is a crucial component of the suspension system, enhancing vehicle stability and control during turns [3][4] - The market for automotive stabilizer bars in China is projected to grow from 2.985 billion yuan in 2020 to 3.549 billion yuan in 2024, with an expected increase to 3.696 billion yuan by 2025 [1][8] - Government policies supporting the automotive industry, particularly in the promotion of new energy vehicles, are driving demand for stabilizer bars [4][7] Industry Overview - The automotive stabilizer bar, also known as an anti-roll bar, is made of spring steel and is designed to reduce body roll during cornering, thereby improving driving safety and handling [3][4] - The stabilizer bar's installation prevents excessive lateral tilt of the vehicle body, which is essential for maintaining comfort and stability [1][8] Market Dynamics - The automotive stabilizer bar market is influenced by the demand from the automotive sector, with production costs affected by fluctuations in raw materials such as steel and aluminum [6][7] - The market is characterized by a mix of domestic and international players, with local companies like Huawai Technology leveraging cost advantages and international firms like Bosch and Dana holding significant shares in the high-end market [9] Competitive Landscape - Key players in the automotive stabilizer bar industry include Huawai Technology, Zhongding Holdings, and several other manufacturers specializing in automotive components [2][10] - Huawai Technology reported a revenue of 804 million yuan from suspension system components in the first half of 2025, marking a year-on-year increase of 36.46% [10] - Zhongding Holdings achieved a revenue of 14.555 billion yuan in the first nine months of 2025, with a net profit of 1.307 billion yuan, reflecting a year-on-year growth of 24.26% [10][11] Development Trends - The industry is moving towards lightweight materials such as aluminum and magnesium alloys to enhance fuel efficiency and reduce vehicle weight [11] - Smart technologies are being integrated into stabilizer bars, allowing for dynamic adjustments based on driving conditions, which enhances performance and safety [11] - Environmental considerations are prompting the industry to adopt recyclable materials and eco-friendly manufacturing processes [11]

Overview - The automotive trim industry is evolving towards electrification and intelligence, with increasing consumer demands for driving experiences, making trim components essential for defining vehicle personality, brand differentiation, and user experience [1][8] - The market size for passenger car trim in China is projected to reach 395.6 billion yuan in 2024, representing a year-on-year growth of 6.29%, with exterior trim accounting for approximately 66.48% and interior trim for about 33.52% [1][8] Industry Barriers - The automotive trim industry is capital-intensive, with significant initial investments required for production equipment, modern facilities, and mold development, creating high entry barriers [4] - Suppliers face cash flow pressures due to long payment terms from automakers, necessitating substantial working capital to maintain inventory and meet strict supplier evaluation criteria [4] Market Policies - The Chinese government has implemented various policies to support the automotive parts industry, including initiatives for high-quality development and waste recycling, creating a favorable environment for the automotive trim sector [6] Industry Chain - The upstream of the automotive trim industry includes materials like plastics, metals, and textiles, while the midstream consists of trim production companies, and the downstream primarily serves automotive manufacturers and the aftermarket [6][7] Current Development - The automotive trim sector is experiencing growth driven by the overall increase in vehicle production and sales in China, with a notable rise in demand for lightweight trim components due to the growth of the electric vehicle market [7][8] Competitive Landscape - The industry features a diverse range of participants, including OEM-controlled enterprises, foreign/ joint ventures, and independent suppliers, with a fragmented market structure due to the variety of trim products and functions [10] - Key players include Huayu Automotive Systems, which reported a revenue of 84.68 billion yuan in the first half of 2025, with trim business contributing 72.7% of total revenue [10][11] - Another significant player, Changchun Fawer Automotive Parts, generated 9.301 billion yuan in revenue in the first half of 2025, with interior trim accounting for 54.68% of its total revenue [11] Future Trends - The shift towards lightweight materials such as carbon fiber and high-strength plastics is expected to accelerate in the automotive trim industry, driven by the need for improved vehicle efficiency and compliance with stricter environmental regulations [12]

Core Insights - The automatic pencil industry in China has seen a stable growth in demand, particularly in the education sector, due to its convenience and environmental benefits [1][7] - The production volume of automatic pencils in China is projected to reach 857 million units in 2024, representing a year-on-year increase of 1.5% [1][7] - The industry is characterized by a trade surplus, with exports exceeding imports, driven by a complete domestic supply chain and competitive pricing [7][8] Industry Overview - Automatic pencils are mechanical writing instruments that deliver lead through pressing or rotating mechanisms, widely used by students and professionals [4] - The industry has transitioned from reliance on imports to domestic production since the introduction of the first 0.5mm lead pencil in 1980 [1][7] Market Demand - The demand for automatic pencils has been consistently increasing, especially among students, due to their ease of use and reduced need for sharpening [1][7] - Environmental awareness has led to a preference for reusable automatic pencils over traditional wooden pencils, further boosting market demand [1][7] Production and Trade - In the first nine months of 2025, China imported 0.09 million units of automatic pencils, a decrease of 0.1% year-on-year, while exports reached 51.9 million units, an increase of 0.6% [7][8] - The export value for the same period was approximately $64.36 million, reflecting a year-on-year decrease of 3.9% [7] Competitive Landscape - The automatic pencil market is highly competitive with numerous brands, including established players like Morning Glory and Deli Group, as well as emerging brands leveraging innovative designs [10][11] - International brands such as Mitsubishi and Zebra also hold a share in the Chinese market, appealing to high-end consumers [11] Industry Trends - The industry is moving towards smart technology integration, with products featuring digital writing and data synchronization capabilities [14] - There is a growing emphasis on environmental sustainability, with innovations in materials and production processes aimed at reducing carbon footprints [16] - Personalization is becoming a key trend, driven by younger consumers seeking unique and customizable products [17]