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万亿赛道启航:解码发泡材料的“小气泡”与“大未来”(10000字)
材料汇· 2025-11-23 15:46
点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 正文 【引言】 在追求轻量化、环保化与高性能化的今天,有一种"身轻如燕"却"力大无穷"的材料,正悄然渗透进我们 生活的方方面面。从脚下的静音地板、车内的舒适内饰,到守护新能源电池安全、助力5G信号畅通, 甚至我们日常使用的包装、运动器材和婴幼儿用品,都离不开它的身影。 它,就是 发泡材料 。这个看似专业的名词,实则是一个充满创新活力、市场规模超万亿的庞大产业。 它如何从传统的建筑保温、包装领域,一跃成为新能源、通信等国家战略新兴行业的"关键配角"? 未 来又将走向何方?本文将为您全面解析发泡材料行业的发展脉络、竞争格局与未来趋势 ,带您看懂 这"小气泡"背后所蕴含的"大能量"。 备注: 材料汇将持续发布关于化工新材料方面的文章,同时专门成立" 材料汇化工新材料交流群 ",欢 迎加入( 加入方式见文末 ) 一、发泡材料行业发展概况及分类 1、发泡材料的定义 发泡材料,又叫多孔材料或海绵材料,是一类包含 大量孔隙的材料,是以合成树脂(如聚乙烯、聚丙 烯、聚氨酯)为主体,经过发泡工艺形成内部有许多微小泡孔的一类高分子材料 ...
谋篇布局“十五五”·热点问答|“好房子”究竟长什么样?
Zhong Guo Jing Ji Wang· 2025-11-19 05:36
绿色 -- 让人民群众住得节能环保 通过综合应用各类绿色低碳技术,提升住 房全生命周期绿色环保性能,更节水、节 电、节气、保温,既减少家庭使用支出, 又为社会节能降碳。 谋篇布局"十五五"·热点问答 "好房子" 究竟长什么样? "十五五"规划建议提出 建设安全舒适绿色智慧的"好房子" 安全 -- 让人民群众住得安心放心 房屋主体结构等坚固结实、牢靠。水、 电、气、热和电梯等设备运行稳定,能对 火灾、燃气泄漏等监测预警,最大限度避 免安全事故发生。 舒适 -- 让人民群众住得健康舒心 室内立体空间尺度适中,功能分区合理, 天然采光和自然通风充分利用,建材绿色 环保,室内空气质量和隔声性能良好,温 湿度适宜,满足人民群众健康、舒适生活 需求。 智慧——让人民群众住得方便便利 融合应用物联网、大数据、移动通信、人 工智能等新一代信息技术,实现住房设备 智慧响应、自动调节,让人民群众享受到 更加高效、个性化的服务。 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考,并请自行承 ...
金风科技(002202) - 2025年11月18日 2025年三季度业绩路演活动
2025-11-18 10:10
附件二:投资者关系活动记录表格式 | | 11,214.62MW,其中在亚洲(除中国)装机突破3GW,在南美洲、大洋洲装 | | --- | --- | | | 机量均已超过2GW,在北美洲、非洲装机量均已超过1GW。截至2025年9月30 | | | 日,公司海外在手外部订单共计7,161.72MW。 | | | 公司如何应对客户对绿色环保相关要求日益增加? | | | 答:客户对绿色生产经营、产品碳足迹、低碳钢材使用等绿色环保相关要 | | | 求日益增加,将增加公司在生产、运营、产品设计及采购的绿色投入。同 | | | 时,公司会跟进客户所在地的绿色产品法律法规进展,深化客户沟通;在 | | | 开展12款风机的生命周期评估的基础上,持续提升产品EPD认证覆盖率;基 | | | 于风电主业优势,加大低碳、低排放风机研发投入,并不断加强人员碳足 | | | 迹核算及相关能力建设。 | | 附件清单(如有) | | | 日期 | 2025年11月18日 | 证券代码: 002202 证券简称:金风科技 金风科技股份有限公司投资者关系活动记录表 | | | 编号: | | --- | --- | --- | ...
涪陵页岩气产出水实现绿色内循环
Zhong Guo Hua Gong Bao· 2025-11-14 03:28
中化新网讯 近日,涪陵页岩气公司产出水处理站在绿色环保生产与资源循环利用方面取得新进展,处 理合格后的产出水成为站内"心脏设备"蒸汽锅炉和预处理段药剂配制水源,实现了从达标外排放到绿色 内循环的重要跨越。 据介绍,产出水处理站预处理段涵盖混凝沉淀池、氧化反应池等多环节,药剂配制需水量大且对水质要 求严苛。自来水含多种离子,与部分特定药剂配伍时可能发生微妙反应,影响药剂黏度、稳定性与抗剪 切性能。经深度处理的产出水离子组成更简单稳定,与常用药剂配伍性更优,能充分发挥药效,提升预 处理措施的成功率与有效性。 据了解,过去蒸汽锅炉使用自来水,硬度约150毫克/升,极易结垢,需额外投入工业盐进行软化,并频 繁添加阻垢剂和排污清洗,成本与风险双高。而现在用处理后的产出水,硬度远低于自来水,从源头极 大地抑制了水垢的生成,不仅保障了锅炉的平稳运行,而且减少了燃料与药品的消耗,综合效益显著。 在页岩气开采中,大量井底积液(产出水)随同气体产出,其处理难题备受行业关注。此前,涪陵页岩 气公司通过引进先进处理装置,处理后的水质达标排放。今年以来,该公司主动探索这些"合格水"的深 层价值。经过多轮技术攻关与试验,他们发现,这些水 ...
从桌椅、茶点到出行 COP30中国角“拉满”绿色细节
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-13 15:24
Core Points - The COP30 conference in Brazil showcased China's commitment to sustainable practices through the "China Corner" activities, emphasizing eco-friendly materials and low-carbon solutions [1][2] - The event featured innovative products made from biodegradable materials, such as chairs and tables made from upgraded paper-based materials and disposable cups made from rice husks [1] - Chinese representatives provided local delicacies and beverages, highlighting the achievements of China's low-carbon agriculture [2] - The use of Chinese-made electric vehicles as official transportation for the conference underscored China's advancements in the new energy vehicle sector [2] Summary by Categories Sustainable Practices - The "China Corner" at COP30 highlighted China's dedication to sustainability with eco-friendly furniture made from biodegradable materials [1] - The event included 210 chairs and 30 tables made from corrugated paper, which are lightweight and durable, and will be donated post-conference to maximize resource utilization [1] Agricultural Innovations - The "Ruyi Tea Cake," a product from Yunnan, represents China's ecological poverty alleviation efforts, transforming local tea resources into a unique brand [2] - Various snacks and beverages served at the event were sourced from different regions in China, showcasing the success of low-carbon agricultural development [2] New Energy Vehicles - The Chinese delegation utilized 230 domestic electric vehicles for transportation during the conference, including the official vehicle for Brazilian President Lula [2]
从桌椅、茶点到出行,COP30中国角“拉满”绿色细节
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-13 11:01
Group 1 - The COP30 conference in Brazil showcased China's commitment to sustainable practices through the "China Corner" activities, featuring eco-friendly materials for furniture [1] - The furniture at the "China Corner" is made from upgraded paper-based materials, emphasizing durability and aesthetic appeal, while also being lightweight and strong [1] - The event highlighted the use of agricultural waste, such as rice husks, to create biodegradable and safe disposable cups, aligning with low-carbon and practical solutions [1] Group 2 - The "China Corner" offered unique cultural products like "Ruyi Tea Cake" from Yunnan, promoting local ecological poverty alleviation and transforming tea leaves into valuable products [2] - Attendees were provided with various refreshments sourced from different regions of China, showcasing the achievements of low-carbon agricultural development [2] - The Chinese delegation utilized 230 domestic electric vehicles for transportation during the conference, including the official vehicle for the Brazilian president, highlighting the advancement of China's new energy vehicle industry [2]
中国铁建(601186):25Q3业绩增速转正,现金流改善:中国铁建(601186):
INDUSTRIAL SECURITIES· 2025-11-13 07:22
Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook compared to the market index [5]. Core Insights - The company is expected to see a narrowing decline in profits in Q4 2024, with stable growth in overseas business [3]. - The company reported a revenue of 728.40 billion yuan for the first three quarters of 2025, a decrease of 3.92% year-on-year, while the net profit attributable to shareholders was 14.81 billion yuan, down 5.63% year-on-year [5]. - New orders have shown a steady increase, with a total of 15,187.65 billion yuan in new contracts signed in the first three quarters of 2025, reflecting a 3.08% year-on-year growth [5]. - The company is diversifying into green and emerging industries, with new orders in these sectors growing by 15.44% and 66.78% respectively [5]. - Cash flow has improved, with a net cash inflow of 70 billion yuan in Q3 2025 compared to the previous year [5]. - The forecast for net profit attributable to shareholders for 2025-2027 is 21.379 billion yuan, 21.784 billion yuan, and 22.137 billion yuan respectively, with corresponding EPS of 1.57 yuan, 1.60 yuan, and 1.63 yuan [5]. Financial Summary - Total revenue for 2024 is projected at 1,067.17 billion yuan, with a year-on-year decline of 6.2% [4]. - The gross profit margin is expected to remain around 10.3% for 2024, gradually decreasing to 10.0% by 2027 [4]. - The return on equity (ROE) is forecasted to decline from 6.8% in 2024 to 5.1% in 2027 [4]. - The price-to-earnings (PE) ratio is projected to be 5.1 for 2025, 5.0 for 2026, and 4.9 for 2027 [4].
第八届中华设计奖在甬揭晓
Xin Hua Wang· 2025-11-13 01:47
Group 1 - The eighth China Design Award was held in Ningbo with the theme "Intelligent Creation for Future, Design Coexistence" [1] - The gold awards in the product and concept categories were won by iFLYTEK Co., Ltd. for its "iFLYTEK AI Dual-Screen Translator 2.0" and Fu Jen Catholic University for "Smart Traffic Mirror" [1] - The competition featured four categories: cultural innovation, rural revitalization, smart technology, and digital art & interaction, awarding a total of 2 gold, 4 silver, 6 bronze, 12 emerging talent awards, and 181 excellent works [1] Group 2 - The number of entries increased from 3,537 in the first edition to 22,624 in the current edition, with entries from Taiwan rising from 205 to 2,687 [1] - Over 12,000 Taiwanese young designers and students have participated, making it one of the most influential design competitions across the Taiwan Strait [1] - A salon discussion on "Design Empowering Urban Development" was held, featuring five experts in the intersection of design and technology [1]
南京建邺首座综合体垃圾分类驿站投用
Jiang Nan Shi Bao· 2025-11-12 23:55
Core Points - The renovation project of the garbage station in Nanjing's Jianye District has been successfully completed, transforming a previously unsightly waste disposal area into an aesthetically pleasing and functional "self-service waste sorting station" [1][2] - The new facility addresses the high demand for waste disposal in a mixed-use community, which includes 504 residential units and a commercial street, by providing a more efficient and organized waste management solution [1][2] Summary by Sections Project Overview - The project involved upgrading a garbage station to improve waste sorting and disposal in the Zhongtai International community, which previously had only 11 temporary garbage bins that were insufficient for the area's needs [1] - The renovation was initiated after a meeting with resident representatives to gather feedback and ensure community involvement in the decision-making process [1] Facility Features - The new waste sorting station covers approximately 32 square meters and features a stainless steel structure with two main disposal areas, accommodating 40 categorized garbage bins [2] - It includes advanced amenities such as an intelligent deodorizing system, an underground sewage network, and a dedicated washing area, effectively eliminating the issues of overflowing garbage and unsightly conditions [2] Community Impact - Residents have expressed satisfaction with the improvements, noting that the new facility has become a point of pride and a visual enhancement to the community [2] - The local authorities emphasize the importance of this upgrade in enhancing residents' quality of life and plan to use this station as a model for future waste management initiatives [2]
恒达新材(301469) - 2025年11月12日投资者关系活动记录表
2025-11-12 12:32
Company Overview - Hengda New Materials focuses on the production of medical and food packaging paper, emphasizing innovation and digital empowerment [3] - The company has developed over 20 provincial-level industrial new products and has been recognized as a "Digital Workshop" in Zhejiang Province [3] - As of September 2025, total assets are CNY 1.663 billion, total liabilities are CNY 286 million, and the debt-to-asset ratio is 17% [3] Financial Performance - Recent years have seen a decline in net profit due to increased supply and depreciation from new production lines [3] - In the first three quarters of 2025, the company achieved synchronized growth in revenue and profit [3] - Cash flow from operating activities has shown volatility, influenced by raw material price trends and customer order expectations [3] Market Trends and Opportunities - The "Plastic Ban" and the "14th Five-Year Plan" indicate a growing demand for sustainable and green packaging solutions [3] - The medical packaging sector is experiencing heightened quality demands, while the food packaging industry is expanding due to rising living standards and consumer preferences [3] Product Focus - Medical and food packaging paper accounts for over 80% of the company's revenue [4] - The company is committed to high-end medical packaging and functional food packaging, with ongoing research and development efforts [4] Competitive Landscape - The paper industry faces price pressures due to rapid capacity increases and intensified competition [4] - The company adopts a differentiated competition strategy, focusing on mid-to-high-end markets and sustainable development [4] Export Strategy - Current export business accounts for 5% to 10% of total revenue, with plans to increase this share [5] - The company faces barriers in entering overseas markets, including established supply chains and stringent environmental certifications [4][5] - Successful exports have been made to Germany, Turkey, South Korea, Malaysia, India, and Vietnam [4] Future Plans - The company aims to enhance brand influence through innovation, customer collaboration, and increased export ratios [3] - Strategic investments and mergers are being considered to boost company impact and shareholder value [4]