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三大主席确认!第四届绿色复合材料论坛(11月·杭州)
DT新材料· 2025-10-10 16:04
"十四五"期间,我国复合材料产业正向绿色、低碳、可持续方向转型,国家政策持续支持竹、秸秆、绿色树脂等可再生原料与复合技术研发。目前, 绿色复合材料产业仍面临原料来源不稳定、工艺不成熟、成本高、回收难等挑战。在此背景下,绿色复合材料产业该如何发力,怎样加速下游 领域的应 用推广? DT新材料携手三位行业重量级专家,将于 11月 30 日 在 浙江· 杭州 召开 第四届绿色复合材料论坛(简称 GCMF 2025) , 宁波诺丁汉大学益小苏 教授 担任大会主席, 中国科学院宁波材料所刘小青研究员 与 浙江大学张兴宏教授 担任执行主席。 论坛以 "绿色复合,创新未来"为主题,聚焦树脂与纤维、 复合技术、下游应用三大主题 ,搭建产学研用交流平台,推动绿色复合材料的技术突破与产 业融合。 益小苏 宁波诺丁汉大学教授 长三角碳纤维及复合材料技术创新中心执行主任 原中国航空工业集团公司复合材料技术首席专家, 长期从事于复合材料技术研究与航空复材应用,关注生物与天然高分子材料(热塑性淀粉,植物纤维利用 等),绿色蜂窝和夹层,生物源树脂和复合材料等方向 ,推动可持续发展材料技术的应用。 中国科学院特聘核心研究员、入选国家万人计划 ...
华正新材股价涨5.13%,招商基金旗下1只基金位居十大流通股东,持有93.32万股浮盈赚取192.24万元
Xin Lang Cai Jing· 2025-09-29 02:05
Group 1 - The core point of the news is the performance and market position of Zhejiang Huazheng New Materials Co., Ltd., which saw a stock price increase of 5.13% to 42.18 CNY per share, with a total market capitalization of 5.99 billion CNY [1] - The company specializes in the design, research and development, production, and sales of composite materials and products, with its main revenue sources being copper-clad laminates (77.57%), composite materials for transportation logistics (7.75%), thermal conductive materials (7.09%), functional composite materials (3.83%), and others (3.76%) [1] Group 2 - From the perspective of major circulating shareholders, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock A (001917), entered the top ten circulating shareholders with 933,200 shares, accounting for 0.66% of circulating shares, and has an estimated floating profit of approximately 1.92 million CNY [2] - The China Merchants Quantitative Selected Stock A fund has achieved a year-to-date return of 39.74% and a one-year return of 65.43%, ranking 1133 out of 4220 and 1023 out of 3835 respectively [2] Group 3 - The fund manager of China Merchants Quantitative Selected Stock A is Wang Ping, who has a total fund asset scale of 16.69 billion CNY and has achieved a best fund return of 275.08% during his tenure [3] Group 4 - Another fund under China Merchants Fund, the China Merchants CSI 2000 Enhanced Strategy ETF (159552), holds 35,200 shares of Huazheng New Materials, making it the third-largest holding in the fund, with an estimated floating profit of about 72,500 CNY [4] - The China Merchants CSI 2000 Enhanced Strategy ETF has achieved a year-to-date return of 51.32% and a one-year return of 90.87%, ranking 526 out of 4220 and 474 out of 3835 respectively [4] Group 5 - The fund manager of the China Merchants CSI 2000 Enhanced Strategy ETF is Deng Tong, who manages a total fund asset scale of 10.90 billion CNY and has achieved a best fund return of 82.37% during his tenure [5]
688585,停牌核查!年内最大涨幅超20倍
Zheng Quan Shi Bao· 2025-09-25 23:17
9月25日晚,"20倍牛股"上纬新材(688585)公告称,公司股票自2025年7月9日至9月25日期间多次触及股 票交易异常波动及严重异常波动情形,最近两个交易日连续涨停。 上纬新材当前主营为复合材料,市场资金因此对"借壳"抱有高度预期。但此前智元机器人方面回应,上 述收购是出于对上纬新材主业复合材料在机器人轻量化结构件中应用前景的看好,旨在进行产业链上下 游整合,并通过"协议转让+主动要约"方式进行了上市公司控制权转移,而非借壳上市。 盘面上,9月25日,上纬新材再度20CM涨停,触及132.10元的历史新高,继年内首只10倍股之后,又成 为年内首只20倍股,年内最大涨幅已达21.63倍。 上纬新材在9月23日公告,智元恒岳和致远新创以协议转让方式受让公司股份事宜已完成过户登记手 续。智元恒岳和致远新创合伙合计拥有公司29.99%的股份及该等股份对应的表决权,上市公司控股股 东变更为智元恒岳,邓泰华成为实际控制人。 公司公告显示,智元恒岳已于要约收购报告书摘要公告前将2.32亿元存入中国证券登记结算有限责任公 司上海分公司指定的银行账户,作为本次要约收购的履约保证金。 上纬新材表示,公司关注到近期市场存在 ...
688585,停牌核查!年内最大涨幅超20倍!
Zheng Quan Shi Bao· 2025-09-25 21:18
根据早前披露的收购方案,该次收购完成后,智元机器人及相关方将合计持有上纬新材66.99%的股 权,控制权进一步增强。 9月25日晚,"20倍牛股"上纬新材(688585)公告称,公司股票自2025年7月9日至9月25日期间多次触及股 票交易异常波动及严重异常波动情形,最近两个交易日连续涨停。 上纬新材当前主营为复合材料,市场资金因此对"借壳"抱有高度预期。但此前智元机器人方面回应,上 述收购是出于对上纬新材主业复合材料在机器人轻量化结构件中应用前景的看好,旨在进行产业链上下 游整合,并通过"协议转让+主动要约"方式进行了上市公司控制权转移,而非借壳上市。 上纬新材表示,公司关注到近期市场存在部分媒体关于上纬新材与实际控制人邓泰华及其控制的智元创 新相关资产进行整合的讨论与报道。公司已发函核实,收购方智元恒岳及其一致行动人致远新创合伙不 存在在未来12个月内对上市公司及其子公司的资产和业务进行出售、合并、与他人合资或合作的明确计 划,或上市公司拟购买或置换资产的明确重组计划。公司股票将于9月26日开市起停牌,自披露核查公 告后复牌。 上纬新材在9月23日公告,智元恒岳和致远新创以协议转让方式受让公司股份事宜已完 ...
智元机器人入主 上纬新材市值上演18倍“奇幻漂流”
Guo Ji Jin Rong Bao· 2025-09-25 15:56
Core Viewpoint - The transformation of Upwind New Materials from a struggling IPO to a market star is primarily attributed to the acquisition by Zhiyuan Robotics, which has significantly boosted the company's stock price and market valuation [2][3]. Group 1: Stock Performance - Upwind New Materials has seen a staggering increase in stock price, with a year-to-date gain exceeding 1800%, making it one of the most notable "tenfold stocks" of the year [2]. - The stock price reached 132.1 yuan per share as of September 25, with a total market capitalization surpassing 53 billion yuan, indicating a significant valuation increase [3]. - The offer price of 7.78 yuan per share from Zhiyuan Robotics represents a stark contrast to the market price, with a price difference of nearly 17 times [3]. Group 2: Acquisition Details - Zhiyuan Robotics plans to acquire approximately 149 million shares of Upwind New Materials, representing 37% of the total share capital, with a total funding requirement of 1.161 billion yuan [2]. - Following the acquisition, Zhiyuan Robotics will hold about 66.99% of Upwind New Materials, solidifying its control over the company [2][4]. - The acquisition is part of a three-step strategy by Zhiyuan Robotics, which has already secured a 29.99% stake through a prior agreement [2][4]. Group 3: Company Background - Upwind New Materials, established in 2000, specializes in the research, production, and sales of high-performance corrosion-resistant materials and composite materials for various applications [3]. - The company had a challenging IPO in 2020, raising only 108 million yuan, marking the lowest fundraising record on the Sci-Tech Innovation Board [3]. Group 4: Zhiyuan Robotics Overview - Zhiyuan Robotics, a relatively new player in the market, has quickly gained attention due to its strong founding team, including notable figures from Huawei [5]. - The company has attracted significant investment from top-tier venture capital and industry giants, indicating strong market confidence in its potential [5][6]. - Zhiyuan Robotics aims to produce 1,000 humanoid robots by the end of 2024, with plans for exponential growth in production capacity across various application fields [6]. Group 5: Market Outlook - The global market for humanoid robots is projected to reach 6.339 billion yuan by 2025, with significant growth expected in the Chinese market [6]. - Despite technological advancements, challenges remain in achieving low-cost, high-reliability mass production, which may affect the timeline for full commercialization [6]. Group 6: Future Considerations - As the deadline for the acquisition approaches, market attention will shift to how Zhiyuan Robotics integrates Upwind New Materials' existing business and leverages its manufacturing capabilities [8].
宝盖新材料,拟港股IPO
Zhong Guo Zheng Quan Bao· 2025-09-25 14:13
招股书显示,宝盖新材料成立于2009年,专门生产主要用于满足工程和基建需求的玻璃纤维增强聚合物 (GFRP)沟盖板产品。公司的产品组合主要包括电缆沟盖板、排水沟盖板及井盖板,为电力、交通、 城市公用设施、水利工程及石油化工工程等重要领域提供服务。 根据弗若斯特沙利文的数据,2024年,按市场份额计算,宝盖新材料在国内电缆沟盖板及GFRP电缆沟 盖板行业排名第一,在沟盖板行业排名第三。公司的收入来自销售电缆沟盖板、井盖板、排水沟盖板及 其他。 2023年、2024年及2025年上半年,公司的营业收入分别为1.371亿元、1.309亿元及0.462亿元;净利润分 别为2522.2万元、2162.4万元和512.7万元;公司的整体毛利率分别为38.2%、37.5%及34.1%。 招股书显示,公司募集资金将分配至建立碳纤维增强聚合物(CFRP)预浸料及制品生产线;将通过采 用自动化技术来升级公司现有的生产线;将用于为公司扩展研发提供资金,提升公司的研发产量,包括 采购先进设备及测试耗材;将用于进一步拓展公司的全球销售及市场网络,以提升公司品牌的全球知名 度、市场渗透率及服务效率;此外,还将用于一般营运资金。 9月24 ...
首都一线科技人才走进北京科技大学,讲述材料领域的科技攻坚故事
Xin Jing Bao· 2025-09-25 09:52
"回望来路,最珍贵的不是最终的成功,而是在无数次'此路不通'后依然选择'再试一次'的坚持,这也是 我理解并践行的钢铁精神。"青格勒吉日格乐向在场师生讲道,要把个人成长的坐标与国家事业的脉络 同频共振,在平凡岗位上也能发光发热,实现人生价值。 近年来,北京市涌现出一大批深耕产业实践的实干人才,走出校园后投身企业一线,在关键技术上攻坚 克难,交出了亮眼的实干答卷。9月24日,"社会主义是干出来的 新时代是奋斗出来的"——首都产业一 线科技人才走进高校系列宣讲走进北京科技大学。来自新材料领域、智能建造领域的三位科研工作者, 带着一线的奋斗故事和思考感悟回到校园,为青年学生成长赋能。 材料领域的"卡脖子"攻坚 "当我们谈论中国式现代化时,我们谈论的是什么?是飞驰的高铁,是巍峨的跨海大桥,是翱翔的战 机,是每个人手机里那块方寸间的芯片。这一切的根基,都离不开一种最基础、最硬核的材料——钢 铁。"当天,北科大校友、首钢集团有限公司技术研究院首席技术专家青格勒吉日格乐率先开讲,分享 了她带领团队攻坚克难,为钢铁强国续写新篇章的科研故事。 青格勒吉日格乐讲道,钢铁是污染物和碳排放高的行业。2016年,为了完成"降碳军令状": ...
九鼎新材:关于全资子公司完成工商注册登记的公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-24 13:13
证券日报网讯 9月24日晚间,九鼎新材发布公告称,2025年9月23日,公司计划投资设立的全资子公司 江苏九鼎风电复合材料有限公司已完成工商注册登记手续,并取得了如皋市数据局核发的《营业执 照》。 (编辑 姚尧) ...
在多领域已领先 中国材料创新正当时
Zhong Guo Xin Wen Wang· 2025-09-23 13:12
在多领域已领先 中国材料创新正当时 中新网9月23日电(记者 宋宇晟)"很多欧美公司已经承认我们技术是领先的。他们在研讨会上交流的时候 说,'没有更多的先进技术分享,因为在一些领域,你们是走在前面的'。比如在新能源汽车领域,他们 要来听我们的分享。" 展会现场,德国复合材料协会主席迈克尔·艾分在接受采访时也表示,中国材料领域正涌现许多创新成 果,在包括欧洲在内的很多地方,中国材料正被应用。 "以玻纤为例,现在全球有70%是中国生产的。"中国巨石股份有限公司产品研发中心副主任徐胜杰认 为,随着越来越多新材料的开发与应用,复合材料发展趋势向好。 近日,第28届中国国际复合材料工业技术展览会在上海举行。在中国国际复材展组委会CEO杨左看来, 这些年,中国在材料领域的技术进步有目共睹。 一条以"智造"为引擎、以"绿色"为底色的高质量发展路径已然成型。 例如,中国航空制造技术研究院自主研发的复合材料自动铺丝编程软件(MTI AFPS)打破国外禁运,已 配套25台国产铺丝设备交付使用,成功应用于C型梁、无人机垂尾等航空结构件制造;国内公司生产的 全复合材料火箭整流罩与防热大底采用共胶接一体成型技术,减重10%,已配套多次 ...
华正新材股价跌5.28%,招商基金旗下1只基金位居十大流通股东,持有93.32万股浮亏损失218.37万元
Xin Lang Cai Jing· 2025-09-23 02:48
Company Overview - Huazheng New Materials Co., Ltd. is located in Yuhang District, Hangzhou, Zhejiang Province, established on March 6, 2003, and listed on January 3, 2017. The company specializes in the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulating materials, and thermoplastic honeycomb panels [1]. Financial Performance - As of September 23, Huazheng New Materials' stock price dropped by 5.28%, trading at 42.00 CNY per share, with a transaction volume of 279 million CNY and a turnover rate of 4.55%. The total market capitalization stands at 5.965 billion CNY [1]. Revenue Composition - The main business revenue composition is as follows: copper-clad laminates account for 77.57%, composite materials for transportation logistics 7.75%, thermal conductive materials 7.09%, functional composite materials 3.83%, and others 3.76% [1]. Shareholder Information - Among the top ten circulating shareholders, a fund under China Merchants Fund, the China Merchants Quantitative Selected Stock A (001917), entered the top ten in the second quarter, holding 933,200 shares, which is 0.66% of the circulating shares. The estimated floating loss today is approximately 2.1837 million CNY [2]. Fund Performance - The China Merchants Quantitative Selected Stock A (001917) was established on March 15, 2016, with a latest scale of 2.765 billion CNY. Year-to-date returns are 38.8%, ranking 1168 out of 4220 in its category; the one-year return is 76.35%, ranking 1096 out of 3814; and since inception, the return is 272.55% [2]. Fund Manager Information - The fund manager of China Merchants Quantitative Selected Stock A (001917) is Wang Ping, who has a cumulative tenure of 15 years and 98 days. The total asset scale under management is 16.687 billion CNY, with the best fund return during his tenure being 272.34% and the worst being -70.61% [3]. Top Holdings - The China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) also holds Huazheng New Materials as a top position, with 35,200 shares, representing 1.16% of the fund's net value. The estimated floating loss today is about 82,400 CNY [4]. Additional Fund Information - The China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) was established on June 19, 2024, with a latest scale of 91.324 million CNY. Year-to-date returns are 52.5%, ranking 397 out of 4220; the one-year return is 105.71%, ranking 443 out of 3814; and since inception, the return is 98.57% [4]. Fund Manager of ETF - The fund manager of the China Merchants Zhongzheng 2000 Enhanced Strategy ETF (159552) is Deng Tong, who has a cumulative tenure of 3 years and 306 days. The total asset scale under management is 10.902 billion CNY, with the best fund return during his tenure being 71.39% and the worst being 0.8% [5].