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研判2025!中国绝缘垫片行业分类、发展历程、产业链、市场规模、竞争格局及趋势分析:行业市场规模达到150亿元,电力领域是主要需求市场[图]
Chan Ye Xin Xi Wang· 2025-08-25 01:21
内容概要:绝缘垫片是用于电气设备、电力系统、电子元器件等领域的重要防护组件,主要作用是在机 械连接中起到隔离电流、防止短路、保护设备安全运行的功能。近年来,随着社会经济的快速发展和工 业技术的进步,绝缘垫片的市场需求呈现出稳步增长的趋势。特别是在电力行业,由于对电气安全要求 的不断提高,绝缘垫片的应用越来越广泛。在新能源、航空航天等新兴领域的发展也为其市场带来了新 的增长点。同时,技术的进步和工艺的提升也为产品性能的提高提供了支持,进一步拓展行业的应用领 域。数据显示,2024年中国绝缘垫片行业市场规模达到150亿元,同比上涨15.4%。 相关上市企业:大连电瓷(002606)、神马电力(603530)、苏州电瓷(834410)、海南橡胶 (601118)、阳谷华泰(300121)、川环科技(300547)、确成股份(605183)、天铁科技 (300587)、许继电气(000400)、国电南瑞(600406)等。 相关企业:南京电气(集团)有限责任公司、长园高能电气股份有限公司、广州麦科凌电力装备有限公 司、利拓密封绝缘技术(上海)有限公司、深圳市傲川科技有限公司、昆山兆科电子材料有限公司、石家 庄迪宇电力 ...
亏损也要买!又一塑料龙头布局LCP
DT新材料· 2025-07-02 15:18
Core Viewpoint - The acquisition of a stake in Jujia Technology by Landi Group is a strategic move to enhance its position in the new materials sector, aiming to strengthen its supply chain and expand into emerging fields such as automotive electronics and humanoid robotics [5][7]. Group 1: Acquisition Details - Landi Group plans to acquire up to 20.17% of Jujia Technology for a total price not exceeding 121 million yuan [2]. - Currently, Landi Group holds a 1.3721% stake in Jujia Technology [4]. Group 2: Jujia Technology Overview - Founded in 2017, Jujia Technology specializes in LCP fibers, films, and resins, and is the only company in the industry capable of large-scale production and R&D across the entire LCP value chain [3]. - Jujia Technology is projected to incur a loss of 46.31 million yuan in 2024 and reported a loss of 6.09 million yuan in the first quarter of this year [3]. Group 3: Landi Group's Business Focus - Landi Group is a leading player in the domestic air conditioning fan blade sector, with its main business segments including household air conditioning fan blades (58.83%), mechanical fans (28.85%), and composite materials (10.14%) [4]. - The company has been focusing on the trends of automotive lightweighting and paint-free technologies, enhancing its R&D efforts to innovate and expand product applications [4]. Group 4: Strategic Importance of LCP - Liquid Crystal Polymers (LCP) are known for their high-temperature resistance, mechanical strength, and excellent electrical properties, making them suitable for applications in electronics, industrial, consumer electronics, and automotive sectors [7]. - Jujia Technology is recognized as a leading company in China for large-scale production of LCP across various forms, including resins, fibers, and films [7][8][9][10]. Group 5: Market Position and Competitors - Major global producers of LCP resins include companies like Toray, Sumitomo Chemical, and Celanese, while domestic competitors include Kingfa Technology and Waton [8]. - In the LCP fiber segment, Jujia Technology leads with an annual production capacity of 2,000 tons, alongside other domestic players like Pulit [9].
【隆华科技(300263.SZ)】电子靶材业务成长显著,萃取剂业务重点布局锂电回收方向——2024年报及25年一季报点评(贺根)
光大证券研究· 2025-05-05 13:53
Core Viewpoint - The company reported a revenue of 2.711 billion yuan for 2024, marking a year-on-year increase of 9.87%, and a net profit attributable to shareholders of 131 million yuan, up 3.37% year-on-year. However, in Q1 2025, revenue decreased by 0.46% to 639 million yuan, and net profit fell by 18.12% to 45 million yuan [2][3]. Group 1: Business Segments Performance - The electronic new materials segment achieved a revenue of 678 million yuan in 2024, a significant year-on-year growth of 43.38%, with a gross margin of 22.12%, up 2.75 percentage points [3]. - The polymer composite materials segment generated a revenue of 330 million yuan, reflecting a year-on-year increase of 3.94%, with a notable gross margin improvement to 39.89%, up 6.11 percentage points [3]. - The energy-saving and environmental protection products and services segment reported a revenue of 1.702 billion yuan, a year-on-year growth of 1.54%, but with a gross margin of 20.08%, down 3.92 percentage points [3]. Group 2: Technological Advancements and Market Position - The company's target material business has a high technical barrier, with the ITO target material project officially commencing production in 2024. The market share of the optical target material business is gradually expanding, with significant growth in the new silver alloy target material for AMOLED applications [4]. - The company is actively developing multiple tracks in the ITO target material sector, including perovskite and heterojunction stacked batteries, achieving a breakthrough in electronic mobility rates with its self-developed high mobility HITO target material [4]. - The successful production of the 500-ton ITO target material project in July 2024 alleviated capacity bottlenecks [4]. Group 3: Strategic Initiatives in Lithium Battery Recycling - The company has focused its extraction agent business on lithium battery recycling, establishing stable strategic partnerships with leading enterprises across various sectors, including nickel-cobalt separation and rare earths [5]. - In 2024, the company successfully launched a high-performance extraction agent project with an annual production capacity of 60,000 tons, increasing its production capacity from 20,000 tons/year to 80,000 tons/year, with projected annual output value rising from 400 million yuan to 2.7 billion yuan [5]. - The upcoming peak period for retired power batteries presents new opportunities for the application of wet extraction technology and products in the recycling and circular economy sector [5].