| 2026未来产业新材料博览会 | （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能 | | --- | --- | | 源等未来产业共性需求，特设6大展区， | 其中 轻量化高强度与可持续材料展区 聚焦 | | 碳纤维、高分子和改性塑料、可持续材料等 | ， 欢迎咨 | | 询：18957804107 | | 【DT新材料】 获悉， 12月22日， 卓然股份 公告称，全资子公司卓然数智与业主方 东景绿能 、 内蒙古东景中科新材料科技有限公司 ，EPC总承包方山 西安装正式签署《内蒙古东景中科新材料有限公司年产120万吨PBAT生物降解聚酯项目工程总承包合同》项下《四方变更补充协议》。 本次签订的《补充协议》在原合同合作模式下，进一步明确了卓然数智在该项目项下所获订单的总体金额。根据《补充协议》约定，卓然数智将承担设备供 货， 协议总金额预计约40.33亿元人民币，占公司2024年度经审计营业收入的142.09% 。 本次项目供货内容主要为 PBAT 聚合专有成套设备，包括反应 器、聚合釜、催化剂制备系统、聚缩真空系统等核心单元及配套控制系统。 据悉，该项目 位于内蒙古乌海市， 拟建年 ...

证券日报网12月5日讯 家联科技在12月4日至12月5日回答调研者提问时表示，公司核心技术壁垒建立在 深度改性能力、一体化智造与标准引领的综合体系之上。由于不同种类的生物全降解材料制品对于后端 使用性能的要求不尽相同，因此PLA等生物降解材料必需经过改性以后才能加工生产出符合客户要求的 产品。针对生物降解塑料领域，材料改性和发泡等相关方向的研究需要大量的人力、设备、资金及时间 投入，且短时间内无法形成有效产能，这对新入厂商形成了较高的壁垒。公司不仅攻克了生物降解材料 耐高温、抗冲击等关键行业难题，并掌握了多种材料的共混改性技术，能够充分满足客户的定制化需 求，同时公司具备大规模智能制造保障的产品稳定性、从材料到模具及各工艺的全产业链快速响应能力 以及牵头制定各类国际、国家标准的能力，使得公司在激烈竞争中能够持续获得结构性优势。 （编辑 姚尧） ...

格隆汇12月4日丨惠通科技(301601.SZ)在投资者互动平台表示，公司主营生物降解材料（PA66、PA56 等）高分子材料领域设备制造、设计咨询及工程总承包，未直接生产高阻燃塑料。 ...

Core Insights - The article emphasizes the rapid growth and potential of polylactic acid (PLA) biodegradable plastics as a sustainable alternative to traditional petroleum-based plastics, driven by global green initiatives and domestic policies in China [1][7][10]. Industry Overview - PLA is derived from renewable plant resources, such as corn and cassava, through fermentation to produce lactic acid, which is then polymerized into biodegradable polyester [2][3]. - PLA offers advantages over traditional plastics, including lower carbon emissions, good biocompatibility, and adaptability to various applications like packaging and medical devices [5][6]. Market Dynamics - The global biodegradable plastics market is projected to grow significantly, with production capacity expected to reach approximately 573 million tons by 2029, reflecting a compound annual growth rate (CAGR) of over 18% [8][10]. - In China, the biodegradable materials market is anticipated to reach 29.9 billion yuan in 2024, with a year-on-year growth of 29.59%, and is expected to exceed 48 billion yuan by 2025 [10][11]. Competitive Landscape - Leading domestic companies such as Fengyuan Group, Haizheng Biomaterials, and Jindan Technology are actively expanding their production capacities and integrating the supply chain from raw materials to PLA production [11][12]. - International players like NatureWorks and TotalCorbion are also establishing a presence in China, creating a differentiated competitive landscape [11]. Future Trends - The PLA industry is expected to focus on overcoming technical barriers, enhancing product performance, and expanding into high-value applications such as medical materials and engineering plastics [13][14]. - There is a strong emphasis on building a sustainable circular economy, utilizing non-food biomass resources, and improving recycling technologies to align with carbon neutrality goals [15].

Core Viewpoint - JinDan Technology (300829) reported a strong performance in its 2025 mid-year financial results, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance - Total revenue for the first half of 2025 reached 777 million yuan, a year-on-year increase of 5.43% [1]. - Net profit attributable to shareholders was 95.8 million yuan, up 56.31% year-on-year [1]. - In Q2 2025, total revenue was 433 million yuan, reflecting an 11.92% increase year-on-year [1]. - Q2 net profit attributable to shareholders was 57.2 million yuan, a 29.41% increase year-on-year [1]. - Gross margin improved to 25.18%, up 31.16% year-on-year, while net margin reached 12.17%, an increase of 53.59% [1]. - The total of selling, administrative, and financial expenses was 56.7 million yuan, accounting for 7.29% of revenue, a decrease of 3.63% year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) increased to 0.5 yuan, a rise of 47.06% year-on-year [1]. - Net asset value per share was 10.32 yuan, up 12.78% year-on-year [1]. - Operating cash flow per share decreased to 0.63 yuan, down 23.3% year-on-year [1]. Changes in Financial Position - Accounts receivable increased by 32.43% year-on-year, reaching 124 million yuan [1]. - Cash and cash equivalents decreased by 47.41% to 214 million yuan [1]. - Interest-bearing liabilities decreased by 33.53% to 849 million yuan [1]. Project Developments - The fixed asset value increased by 33.74% due to the completion of the 60,000-ton biodegradable polyester project [2]. - Short-term borrowings increased by 28.05% due to the maturity of a 250 million yuan long-term loan [2]. - Long-term borrowings rose by 47.61% due to financing for the 50,000-ton L-lactic acid project [2]. Cash Flow and Investment - Net cash flow from investment activities decreased by 204.35% as investment funds reduced with project progress [3]. - Net cash flow from financing activities decreased by 1202.62% due to reduced bank borrowings [3]. - The net increase in cash and cash equivalents fell by 87.51%, attributed to investment activities [3]. Business Model and Financial Health - The company's performance is driven by R&D and capital expenditures, necessitating careful evaluation of capital projects [4]. - The cash flow situation is concerning, with a cash to current liabilities ratio of only 69.71% [4]. - The debt situation is also critical, with an interest-bearing asset liability ratio of 24.42% [4]. - Accounts receivable are high, with a ratio of 331.12% of profit [4].

Group 1 - The company, Henan Jindan Lactic Acid Technology Co., Ltd, issued 7,000,000 convertible bonds with a total fundraising amount of approximately RMB 689.61 million [1][13] - The bonds have a face value of RMB 100 each and are set to be listed on the Shenzhen Stock Exchange [1][2] - The initial conversion price for the bonds is set at RMB 20.94 per share, which is based on the average trading price of the company's stock prior to the announcement [1][2] Group 2 - The company specializes in the research, production, and sales of lactic acid and its derivatives, with a production capacity of 183,000 tons per year [9][10] - The main products include lactic acid, sodium lactate, and calcium lactate, which are widely used in food, feed, biodegradable materials, and pharmaceuticals [9][10] - The company has been recognized as a leading enterprise in the lactic acid industry, exporting products to over 90 countries and regions [9][10] Group 3 - For the fiscal year 2024, the company reported a revenue of RMB 150.54 million, a year-on-year increase of 6.15%, primarily due to increased sales of lactic acid and lactate products [11] - The operating profit and net profit attributable to shareholders decreased significantly by 67.93% and 56.01% respectively, mainly due to impairment losses [11][12] - The net cash flow from operating activities increased by 634.96% to RMB 26.05 million, attributed to reduced procurement costs for corn raw materials [12] Group 4 - The company plans to use the proceeds from the convertible bonds for projects including the construction of a 75,000-ton biodegradable material project, with total project investment estimated at RMB 1.03 billion [8][15] - As of December 31, 2024, the company had utilized RMB 504.15 million of the raised funds, with the remaining funds allocated for ongoing project construction [15] - The project to produce biodegradable materials is currently under construction and is expected to reach operational status by August 2025 [15][17]

Group 1 - The company, Guoen Co., Ltd., has authorized its management to initiate the overseas issuance of shares (H-shares) and prepare for listing on the Hong Kong Stock Exchange, aiming to enhance its global strategic layout and accelerate the construction of a dual circulation pattern [2] - In the 2024 annual report, the company achieved total operating revenue of 19.22 billion yuan, representing a year-on-year increase of 10.21%, and a net profit attributable to shareholders of 676 million yuan, up 45.18% year-on-year [3][4] - The company reported a basic earnings per share of 2.52 yuan, reflecting a significant increase of 46.51% compared to the previous year [4] Group 2 - Guoen Co., Ltd. was established in 2000 and listed on the Shenzhen Stock Exchange in June 2015, evolving into a vertically integrated industrial cluster in green petrochemicals and new chemical materials [5] - The company has developed a new chemical synthesis process for biodegradable materials, specifically PHB, which offers advantages such as lower raw material costs and higher production efficiency compared to traditional fermentation methods [5][6] - The company has initiated a 100,000 tons/year PHB project, progressing from laboratory research to pilot development, and is optimizing catalyst iterations while constructing a product matrix for PHB [6]

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 近日，市场监管总局（国家标准委）修订发布 《生物降解聚对苯二甲酸-己二酸丁二酯（PBAT）》（GB/T 32366—2025）国家标准 ，旨在提升生物降 解材料家族主力之一的PBAT产品质量水平。 新标准将于2025年10月1日起实施。 随着人们环保意识的增强，PBAT作为生物降解材料的应用范围更加广泛，市场上出现众多性能优异的新产品，原标准所规定的性能要求已经无法满足产 品性能需求。标准修订后突出用途分类更精准、性能要求更实用、检测方法更科学的特点。 按实际应用需求 ，将PBAT树脂划分 五类 ，包括 用于购物袋、垃圾袋等生产的挤出薄膜级 ， 用于农用地膜等生产的地膜级 ， 用于淋膜纸等生产的流延 级 ， 用于刀叉勺等餐具生产的注塑级 和 用于泡沫箱等生产的发泡级 。 在性能要求方面 ， 增加鱼眼、简支梁缺口冲击强度、耐光老化等影响制品关键要求 ，删除了弯曲强度、弯曲模量、维卡软化点等非关键要求。同时，聚 焦现代生产工艺和产品需求，更新试样制备方法、感官测 ...

作为全球快餐文化的发源地，美国有着数量庞大的快餐门店，并且随着全球化，麦当劳、肯德基、汉堡王等美 国快餐品牌不仅遍布美国本土，还传播到世界各地。这些快餐店每天都需要消耗大量的一次性塑料餐具，而中 国是世界上最大的塑料餐具供应国，2023年全年塑料餐具及厨房用具出口额高达640.98亿元。其中 富岭科技股 份有限公司（股票代码：001356 简称：富岭股份）正是主要的供应商之一，在中国境内企业塑料餐饮具出口 美国收入的市场占有率达到5.77%。 1月23日，这家环保塑料餐具龙头成功在深交所主板上市，公司发展迈入 全新阶段。 国家级单项制造冠军，产品覆盖全球知名快餐品牌 富岭股份成立于1992年，是国内领先的塑料餐饮具制造企业，主要产品为塑料和生物降解材料餐饮具，包括刀 叉勺、吸管、水杯、小量杯、盘、杯盖、打包盒、打包碗等。 深耕美国市场多年，富岭股份在美国设有生产基地和两个销售公司，覆盖美国东部和西部地区的产品销售和客 户对接。有效降低物流成本的同时，还逐步形成了较为完善的北美多地区销售网络和销售服务体系。 此外，相比国内其他以FOB模式出口餐饮具给美国客户，富岭股份在美国拥有仓库，更多采取产品送货至美国 客户 ...

股票简称：惠通科技 股票代码：301601 扬州惠通科技股份有限公司 Yangzhou Huitong Technology Corp.,Ltd. （扬州市开发区望江路 301 号） 首次公开发行股票并在创业板上市 之 上市公告书 保荐人（主承销商） 新疆乌鲁木齐市高新区（新市区）北京南路 358 号大成国际大厦 20 楼 2004 室 二〇二五年一月 扬州惠通科技股份有限公司 上市公告书 特别提示 扬州惠通科技股份有限公司（以下简称"发行人"、"公司"、"本公司" 或"惠通科技"）股票将于 2025 年 1 月 15 日在深圳证券交易所（以下简称"深 交所"）创业板上市。 创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面临 较大的市场风险。投资者应充分了解创业板市场的投资风险及本公司所披露的风 险因素，审慎做出投资决定。 本公司提醒投资者应充分了解股票市场风险以及本公司披露的风险因素，在 新股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投资。 如无特别说明，本上市公告书中的简称或名词的释义与《扬州惠通科技股份 有限公司首次公开发行股票并在创业板上市招股说明书》（以下简称"招股说明 书"） ...