内容概况：PPR塑铝稳态管作为一种兼具环保、耐腐蚀和耐热特性的管道材料，正随着社会对环保与健 康问题的日益重视而迎来持续增长的市场需求。在城市化快速推进和居民生活水平不断提高的背景下， 建筑给排水系统对管道性能提出了更高要求。传统PP-R管在高温热水输送、立管安装及明装场景下容 易出现变形和渗氧等问题，应用范围受到限制；而PP-R塑铝稳态管凭借其优异的高温耐受性、低线性 膨胀系数等性能优势，逐步成为替代传统管材的理想解决方案。近年来，随着城市化进程的推进和建筑 业的发展，PPR塑铝稳态管市场规模呈现逐年增长的态势。数据显示，中国PPR塑铝稳态管行业市场规 模从2018年的123.09亿元增长至2024年的237.8亿元，年复合增长率为11.6%。未来，在环保意识持续提 升和节能减排政策不断推进的背景下，PPR塑铝稳态管有望在市政供水、工业流体输送及农业灌溉等多 个领域拓展更广泛的应用，市场前景十分广阔。 相关上市企业：中国联塑（02128）、伟星新材（002372）、顾地科技（002684）、凯赛生物 （688065）、中国建筑（601668）、中国中铁（601390）、中国铁建（601186）、蓝海华腾 （ ...

Group 1 - Nvidia's CEO Jensen Huang attended the China International Supply Chain Promotion Expo, highlighting the approval for Nvidia to resume sales of H20 GPUs to China, indicating a potential easing of trade tensions [1] - The expo saw a 35% participation rate from overseas exhibitors, with a 15% increase in American companies compared to the previous year, suggesting a resilience of globalization despite ongoing protectionist measures [1] - The global supply chain is undergoing restructuring due to trade protectionism and geopolitical tensions, prompting economies like the US and Japan to diversify supply chains for enhanced resilience and security [1] Group 2 - Emerging market countries are significantly increasing their manufacturing capabilities, leading to a surge in demand for intermediate goods from China, which has a comprehensive industrial base [2] - In 2023, China's intermediate goods trade reached 25.53 trillion yuan, accounting for 61.1% of total trade, with intermediate goods exports at 11.24 trillion yuan, representing 47.3% of total exports [2] - The Chinese government is focusing on expanding intermediate goods trade and enhancing supply chain cooperation, positioning China as a global supply chain hub [2] Group 3 - China is accelerating the digitalization, greening, and intelligent transformation of its manufacturing sector, establishing a competitive edge in industries like new energy, batteries, and electric vehicles [3] - Major global companies are increasing investments in China's electric vehicle supply chain, recognizing China's leadership in scale and technology [3] - Nvidia's return to the Chinese market is driven by the anticipated high demand for chips in AI, automotive intelligence, and humanoid robotics, as China plays a significant role in global AI research [3] Group 4 - The global manufacturing landscape is increasingly centered around China's supply chain, with a digital, green, and intelligent industrial revolution taking place [4] - Developed economies pushing for supply chain diversification may face increased uncertainty and costs, potentially hindering their technological advancement [4] - China's ongoing expansion of domestic demand and innovation will reinforce its position in the global supply chain, creating a cycle of high-quality demand and supply [4]