格隆汇9月30日丨有研粉材(688456.SH)在互动平台表示，公司关注高端MLCC应用需求，正配合国内下 游龙头企业开发具有高粒度集中度的纳米镍粉产品，您可关注公司后续公告。 （原标题：有研粉材(688456.SH)：正配合国内下游龙头企业开发具有高粒度集中度的纳米镍粉产品） ...

人民财讯9月30日电，有投资者在互动平台向有研粉材(688456)提问，请问公司散热铜粉已用于昇腾系 列910芯片，是否独家供应？有研粉材回复称，用于昇腾芯片的该款高性能散热铜粉为公司独供。 转自：证券时报 ...

格隆汇9月30日丨有研粉材(688456.SH)在互动平台表示，公司的高性能散热铜粉满足当前市场需求，已 成功用于GPU、NPU，未来将积极配合成套散热方案厂家将该产品应用到不同场景。公司目前有充足的 产能可以满足市场需求。 ...

格隆汇9月30日丨有研粉材(688456.SH)在互动平台表示，公司目前的高性能散热铜粉主要应用于风冷散 热场景，同时公司也在积极探索将产品应用于3D打印、MIM、PM等工艺制造的冷板等液冷领域，以配 合散热客户及市场的需求。目前未接洽微流道液冷客户。 ...

图表3：2024年中国粉末冶金行业市场份额(单位：%) 行业主要上市公司：九菱科技(873305.BJ);东睦股份(600114.SH);安泰科技(000969.SZ);海昌新材 (300885.SZ);杭齿前进(601177.SH)。 中国粉末冶金行业市场份额 从市场份额情况来看，作为粉末冶金企业，安泰科技和东睦股份粉末冶金业务收入占比较大，2023年市 场份额占比分别为18.2%和13.8%;其他企业市场份额小于4%。 政策历程图 从相关政策历程来看，从"十一五"到"十四五"，政策对粉末冶金行业支持力度渐强，引导行业从技术积 累，到规模扩张、绿色高端发展，再到当下聚焦高性能与绿色化，推动行业持续升级。"十一五"期间， 国家锚定新材料研发，为行业播撒技术探索的种子;"十二五"借专项规划东风，助力产业规模扩张与领 域拓展。"十三五"依托科技创新与产业指南，推动行业向绿色高端转型。至"十四五"，高性能化与绿色 化成为核心方向，契合"双碳"战略需求。政策体系不断完善，驱动行业从基础积累迈向技术突破，持续 推动产业结构优化 中国粉末冶金行业企业出海情况对比 中国粉末冶金企业全球化发展的战略路径有两个方面，一是通过开 ...

Group 1 - The core viewpoint of the article highlights the financing trends and investment activities within China's powder metallurgy industry, focusing on the purpose of financing and the nature of external investments by representative companies [1][2][10]. - Financing activities of listed companies in the powder metallurgy sector are primarily aimed at expanding production lines and supplementing working capital, with most financing conducted through private placements [1][10]. - Significant financing events include Tianxuan New Materials raising 22.97 million RMB for high-performance carbon-ceramic brake disc projects and Shandong Weida raising 1.55 million RMB for expanding automated assembly workshops for new energy storage [1][10]. Group 2 - Representative companies in the powder metallurgy industry are actively engaging in external investments, primarily for extending their industrial chain by establishing subsidiaries [2][9]. - Notable external investments include Anhui Hengjun Powder Metallurgy investing 3 million RMB in Wuhu Junzhuo New Energy Materials Co., focusing on new material technology research and metal material manufacturing [3][9]. - Other investments involve companies like Antai Technology and Mingyang Technology, which are diversifying their business operations and enhancing their technological capabilities through strategic investments [9][10]. Group 3 - The overall investment and financing events in the powder metallurgy industry are characterized as strategic financing, with a relatively low frequency of transactions [10][11]. - As of June 2025, the financing events include various rounds, with angel/seed rounds accounting for 29%, A rounds approximately 24%, and strategic financing making up about 41% of the total [12][10]. - The industry has seen limited merger and acquisition activities, primarily involving larger listed companies acquiring medium-sized powder metallurgy firms [15][10].

Core Viewpoint - The company is focusing on the development of copper powder and other high thermal conductivity materials for MIM and 3D printing processes, targeting industrial applications with strong heat dissipation needs [1] Company Summary - The company has research and development plans to continuously develop copper powder and other high thermal conductivity materials for various industrial fields [1] - Currently, the company's products are not directly used in humanoid robot thermal management modules, but the company is closely monitoring market demand to expand into related application areas [1] Industry Summary - Heat dissipation is a critical issue for humanoid robot systems, especially as they evolve towards greater intelligence and performance [1] - The development of sensors, chips, controllers, and actuators in humanoid robots will require higher heat dissipation efficiency, indicating a growing demand for high thermal conductivity materials and advanced processing methods like MIM and 3D printing [1] - The humanoid robot industry is at a stage where market opportunities and technological challenges coexist, with expectations for rapid market growth as related technologies continue to evolve [1]

Core Viewpoint - The company is focusing on developing copper powder and other high thermal conductivity materials for MIM and 3D printing processes to meet the strong heat dissipation demands across various industrial sectors, particularly in humanoid robotics [1] Company Developments - The company has ongoing R&D plans to create high thermal conductivity materials aimed at industrial applications, including humanoid robots [1] - Currently, the company's products are not directly used in the thermal management modules of humanoid robots, but the company is closely monitoring market demands to expand into related application areas [1] Industry Insights - Heat dissipation is a critical issue for humanoid robot systems, especially as they evolve towards greater intelligence and performance, necessitating improved thermal efficiency for sensors, chips, controllers, and actuators [1] - The market for humanoid robots is expected to experience rapid growth due to the coexistence of market opportunities and technological challenges, driven by continuous updates and iterations in related technologies [1] - High-performance materials and precision processing methods represent significant technical barriers in the thermal management of humanoid robot structures [1]

Group 1 - The company Yuyuan Powder Materials (688456.SH) has indicated that its copper powder products can be used in the heat dissipation substrates of automotive IGBT modules [1] - Currently, the company has not established substantial transactions with solid-state battery manufacturers, but it encourages stakeholders to pay attention to future announcements [1]

Group 1 - The company Yuyuan Powder Materials (688456.SH) has indicated that its copper powder products can be used in the heat dissipation substrates of automotive IGBT modules [1] - Currently, the company has not established substantial transactions with solid-state battery manufacturers, but it encourages stakeholders to pay attention to future announcements [1]