内容概要：直线导轨作为工业自动化的核心部件，其需求与机床机械、电子制造设备、汽车设备制造、 机器人、医疗和制药机械、航天设备、光伏设备、锂电池设备、风电设备、物料搬运、轨道机车等下游 行业的发展深度绑定，近年来，我国机床行业面临老旧设备更新换代的需求，国家政策也鼓励企业进行 设备升级改造，高精度直线导轨成为机床性能提升的关键；电子制造设备自动化程度不断提高，自动化 生产线等设备对直线导轨的精准运动需求持续增加；新能源汽车产业的快速崛起，促使电池生产线、电 机装配线等设备对直线导轨的需求大幅增长，同时汽车制造商为提升产品品质，对高精度直线导轨的采 购意愿也不断增强；工业机器人技术进步对直线导轨的性能要求不断提高，服务机器人在物流、医疗、 家庭等领域的应用拓展，也进一步扩大了直线导轨的应用场景，庞大的市场需求带动我国直线导轨行业 市场规模持续扩大，据统计，2024年我国直线导轨行业市场规模达135亿元，同比增长12.5%，其中， 滚珠直线导轨占比最大，超60%，其次为滚柱直线导轨，约占26.07%。 相关上市企业：恒而达（300946）、华辰装备（300809）、海天精工（601882） 相关企业：广东凯特精密机 ...

证券日报网讯12月16日，双星新材（002585）在互动平台回答投资者提问时表示，公司正在通过技术创 新和市场布局，积极推动高端产品的研发和产业化，以实现高端化突破，公司将密切关注行业发展趋 势，紧跟市场需求动态，持续优化产品结构，不断夯实公司在光学膜产业链的头部地位。随着公司产能 释放，公司将持续深化与国内外龙头企业的战略合作，提升产品市场渗透率，进一步扩大市场份额。 ...

Core Viewpoint - The 2025 China Petroleum and Chemical Industry Green High-Quality Development Conference was successfully held in Guangzhou, focusing on the theme of building a new pattern for green transformation and cultivating new quality power for industrial development during the 14th Five-Year Plan period [1] Group 1: Industry Development Direction - The 20th Central Committee of the Communist Party emphasized the need to focus economic development on the real economy, with a direction towards intelligent, green, and integrated development for the petroleum and chemical industry [3] - Guangzhou Industrial Control Group has established seven national-level green factories and is developing a cluster of green manufacturing [3] - The Guangzhou government aims to accelerate innovation breakthroughs in key areas such as special engineering plastics and new energy battery materials, while enhancing energy management systems [3] Group 2: Key Strategies for Transformation - The industry should focus on five key areas: innovation-driven high-end breakthroughs, systematic thinking for green transformation, digital empowerment for intelligent upgrades, ecological construction through circular economy concepts, and standard upgrades for high-quality development [4] - The establishment of a carbon footprint management system and entry into carbon trading markets are essential for promoting green low-carbon transformation in the petrochemical industry [4] - The main theme for the "14th Five-Year Plan" in the petrochemical industry is optimizing capacity structure, with core development paths including high-end, internationalization, and avoiding excessive competition [4] Group 3: Collaborative Efforts and Achievements - The conference released important results such as typical case practices, industry blue papers, and ESG evaluation reports to support green development in the industry [6][7] - A strategic cooperation agreement was signed between Guangzhou Industrial Control Group and China Petroleum and Chemical Corporation to deepen collaboration in industrial synergy, technological innovation, and green development [6] - The conference included discussions on the development paths of green petrochemicals and new materials, with a focus on transforming the industry from scale expansion to value enhancement [7]