南财智讯1月30日电，久立特材在投资者关系活动中表示，公司以产品结构调整与质量提升并行，继续 推进"十五五"期间高质量发展；一是将收并购作为完善产业链布局、实现跨越发展的核心战略，聚焦核 心主业相关领域挖掘优质标的；二是同步推进自身能力升级，加速智能制造与数字化转型；三是深入布 局板材、丝材、棒材等深加工领域，优先聚焦高附加值业务板块发力，全力推进高端材料自主可控。 ...

1 | | 展新市场、稳固核心客户，推动实现业务转型升级与高质量发 | | --- | --- | | | 展，为公司贡献增长动力。 | | | 二、未来发展规划 | | | 以产品结构调整与质量提升并行，继续推进"十五五"期间 | | | 高质量发展。一是继续将收并购作为完善产业链布局、实现跨 | | | 越发展的核心战略，秉持"战略协同、优势互补、风险可控"原 | | | 则，聚焦核心主业相关领域挖掘优质标的，加快弥补技术短板、 | | | 拓展市场渠道，强化产业链整合与协同能力。二是同步推进自 | | | 身能力升级，加速智能制造与数字化转型，搭建高效运营管理 | | | 体系，全面提升生产效率、质量管控水平及整体运营效能。三 | | | 是继续深入布局板材、丝材、棒材等深加工领域，同步对接高 | | | 端装备制造领域的材料应用需求，优先聚焦高附加值业务板块 | | | 发力，全力推进高端材料自主可控，持续提升产业链核心竞争 | | | 力与抗风险能力。 | | 附件清单 无 | | | 日期 2026 | 年 1 月 30 日 | 2 浙江久立特材科技股份有限公司投资者关系活动记录表 编号：111 ...

（文章来源：每日经济新闻） 每经AI快讯，1月26日，海利得(002206.SZ)公告称，公司拟投资设立全资子公司浙江海利得化学有限公 司，在海宁经济开发区化工新材料园区新征土地105亩，建设办公区、中试装置区、公用工程区和聚合 生产区，形成年产液晶聚芳酯（LCP）6,000吨、化纤油剂10,000吨的生产规模。项目总投资估算约为 52,671.87万元，资金来源为公司自筹资金。项目实施后，将有效降低国内产业链对进口材料的依赖，提 升关键战略材料的自主可控水平，并满足国内市场对高端应用的需求。 ...

每经AI快讯，1月26日，海利得（002206）(002206.SZ)公告称，公司拟投资2亿元设立全资子公司浙江 海利得化学有限公司，在海宁经济开发区化工新材料园区新征土地105亩，建设办公区、中试装置区、 公用工程区和聚合生产区，形成年产液晶聚芳酯(LCP)6,000吨、化纤油剂10,000吨的生产规模。项目总 投资估算约为52,671.87万元，资金来源为公司自筹资金。项目实施后，将有效降低国内产业链对进口材 料的依赖，提升关键战略材料的自主可控水平，并满足国内市场对高端应用的需求。 ...

Core Viewpoint - Shenzhen Water New Materials Co., Ltd. (沃特股份) expects significant growth in its 2025 performance, with projected net profit increasing by 55.75% to 91.28% year-on-year, driven by the sales growth of specialty polymer materials [1] Group 1: Financial Performance - The company anticipates a net profit of 57 million to 70 million yuan for 2025, with a non-recurring net profit forecasted between 28 million to 35 million yuan, reflecting a year-on-year growth of 0.62% to 25.77% [1] - The strong performance is attributed to the increased sales of LCP, PPA, and PPS specialty polymer materials [1] Group 2: Product and Technology Development - Water New Materials has established a comprehensive platform for specialty polymer materials, including LCP, PEEK, PPA, PPS, and PTFE, with a fully autonomous technology chain from polymerization to manufacturing [1][2] - The company has achieved vertical integration in the LCP material sector, with a total production capacity of 25,000 tons, successfully breaking overseas monopolies and entering the domestic substitution directory [2] Group 3: Market Applications - The company provides advanced material solutions for high-end industries, including aerospace, semiconductors, automotive, and robotics, with LCP materials being ideal for lightweight and high-temperature applications [3] - In the semiconductor and automotive sectors, Water New Materials has formed deep partnerships with leading companies, establishing the largest PTFE production capacity and comprehensive semiconductor material solutions [3] Group 4: Growth Drivers - The growth logic of Water New Materials is rooted in two major trends: the urgent need for high-end materials to be self-controlled amid global supply chain restructuring, and the new material challenges and opportunities brought by future industry upgrades in commercial aerospace, AI, and robotics [4] - The company is well-positioned to benefit from the dual dividends of domestic innovation and industrial upgrades due to its first-mover advantage and platform capabilities [4]

Group 1: Company Overview - The company showcases its overall scale, factory layout, entrepreneurial history, industry positioning, and core application areas of its products [2] - The exhibition includes a display of production equipment, testing devices, research outcomes, management systems, and humanistic care [2] Group 2: Market Development Progress - The product system includes seamless pipes, welded pipes, composite pipes, fittings, and flanges, focusing on high-performance materials for key energy sectors like oil and gas, nuclear power, and aviation [2] - The nuclear power business covers various equipment and piping products, with the company positioned as a major supplier of high-value products like evaporator tubes [3] Group 3: Composite Pipe Business - The company is enhancing resource integration with EBK, achieving high-quality and efficient contract fulfillment, positively impacting the composite pipe business [3] - Ongoing internal projects in high-performance pipe materials align with long-term strategic planning and customer needs, supporting future growth [3] Group 4: Alloy Materials Business - The subsidiary focuses on material research and technology innovation, ensuring product quality through a comprehensive production control system [3] - The company aims to support the alloy subsidiary's capacity ramp-up and market expansion, enhancing core customer relationships [3] Group 5: Oil Well Pipe Business - Continuous efforts in new customer development and application exploration have led to improved production line utilization and sales [4] - The company plans to enhance its global market share for oil well pipes through expanded sales channels [4] Group 6: Future Outlook - The company maintains confidence in its short-term goals and long-term strategic vision for the "14th Five-Year Plan" period [4] - Focus areas include technological innovation, especially in high-temperature and corrosion-resistant materials, and strengthening the supply chain [5] - The company aims to maximize the synergy of its business segments and solidify its long-term development foundation [5]