Core Viewpoint - The new materials sector is experiencing rapid growth driven by downstream demand and supported by policy and technological advancements, indicating a potential acceleration phase for the industry [1] Group 1: Industry Overview - New materials are considered a foundational industry that supports the development of key sectors such as electronic information, new energy, biotechnology, and environmental protection [1] - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects listed companies involved in advanced materials, strategic materials, and cutting-edge new materials to reflect the overall performance of the sector [1] Group 2: Sector Focus - In the electronic information sector, the focus is on materials, display materials, and 5G materials [1] - The aerospace sector emphasizes PI films, precision ceramics, and carbon fibers [1] - The new energy sector concentrates on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [1] - The biotechnology sector highlights synthetic biology and scientific services [1] - The environmental protection sector focuses on adsorbent resins, membrane materials, and biodegradable plastics [1] Group 3: Market Dynamics - The new materials industry is catalyzed by downstream application sectors, gradually entering a prosperous cycle [1] - Component stocks in the New Materials Index typically possess high technical barriers and growth potential, with a focus on chemical, electronic, and new energy fields [1]

该项目是岱山新材料研究和试验基地成功孵化的首个产业化项目，从千吨级中试突破到万吨级产业化仅 用两年多时间。依托岱山中试基地的梯度培育体系，项目打通了从技术研发到产业落地的关键环节，为 生物基新材料产业链提供核心原料支撑。 中化新网讯日前，浙江糖能科技有限公司(以下简称糖能科技)"万吨级5-羟甲基糠醛(5-HMF)生产建设项 目"主体结构正式封顶。该项目是全球首个万吨级5-HMF生产线项目。 ...

近期，传化集团的技术实力与产业化能力再次得到认可，由这家民营企业与国有资本合作建设运营的"杭州合成生物产业中试（验证）中 心"，入选首批生物制造中试能力建设平台名单。 从1986年创业至今，传化集团已成长为中国500强企业，业务覆盖功能化学品、新材料、物流、科技城、农业等领域。其功能化学品聚焦专精 特新，有超过8000种产品，服务纺织、造纸、半导体、新能源等20多个行业。 "企业如何在一次次市场变化中，通过自我迭代实现转型升级和高质量发展？""面对人工智能等快速演进的新技术和全球化浪潮，企业怎样抓 住发展新机遇？""扎实推进乡村全面振兴、全体人民共同富裕，民营企业应扮演怎样的角色？"结合企业的探索实践，传化集团董事长徐冠巨将一 路稳健发展的思考和感悟娓娓道来。 "做好适应趋势、进而引领趋势的充分准备" 位于钱塘江边的传化大厦，以"拥抱AI科技革命"为主题的一场场研讨、培训、合作交流正如火如荼进行着。记者在这里见到了徐冠巨。 作为一家知名民企，传化集团的动向颇受关注。"2025年刚刚过去，这一年传化集团有了哪些新进展、新变化？"记者抛出第一个问题。 "2025年1至11月，传化集团营业总收入实现1298.05亿 ...

企查查APP显示，近日，美湖智造（苏州）新材料研发中心有限公司成立，法定代表人为秦谯，经营范 围包含：新材料技术研发。企查查股权穿透显示，该公司由美湖股份全资持股。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：华泰期货 作者： 汪雅航 市场分析 关注"反内卷"。宏观方面，工信部召开第十八次制造业企业座谈会，来自钢铁、有色、新材料、汽车、 机械、船舶、轻工、医药、电子等重点行业的12家企业负责人参会。会议强调，积极参与行业规则制定 和自律机制建设，自觉抵制"内卷"。海外方面，世界银行发布最新一期《全球经济展望》报告，将2026 年全球经济增长预期上调至2.6%，比上次预测值高出0.2个百分点。报告预计，美国GDP增速将在2026 年达到2.2%，欧元区经济增速将放缓至0.9%，日本经济增速将放缓至0.8%。美国2025年12月CPI同比上 涨2.7%，核心CPI上涨2.6%，均与前值持平。 股指调整。现货市场，A股三大指数调整，沪指结束17连阳，当日上证指数跌0.64%收于4138.76点，创 业板指跌1.96%。行业方面，板块指数跌多涨少，石油石化、医药生物、有色金属行业涨幅居前，国防 军工、电子、通信、计算机行业跌幅居前。当日沪深两市成交额3.65万亿元，刷新历史新高。海外方 面，美国三大股指全线收跌，道指跌0.8%报49191.99点。 I ...

1. Report Industry Investment Rating - There is no information provided about the report industry investment rating in the given content. 2. Core Viewpoints of the Report - The continuous improvement of the stock market since 2026 is the result of the joint action of four factors: the resonance of the technology cycle, the release of policy dividends, the improvement of economic recovery, and the return of overseas funds. Currently, the market has gradually shifted from being dominated by valuation expansion to a new stage driven by earnings. It is expected that in 2026, supply - side reform will continue, pushing up the prices of commodities and driving up the prices of resource - based stocks. Under the strategic guidance of the "15th Five - Year Plan", with the continuous release of various policy effects, the further enhancement of economic recovery momentum, and the continuous progress of overseas funds' allocation of Chinese assets, the stock market is expected to continue its volatile upward trend [2]. 3. Summary According to Relevant Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous day's closing prices of IF contracts (current month, next month, next quarter, and alternate quarter) were 4766.20, 4763.00, 4758.60, and 4715.00 respectively, with declines of - 26.80, - 22.20, - 20.80, and - 21.00 and declines of - 0.56, - 0.46, - 0.44, and - 0.44. The trading volumes were 39504.00, 11881.00, 97329.00, and 24015.00, and the open interests were 43353.00, 18273.00, 184613.00, and 61171.00, with changes in open interests of - 4859.00, 4351.00, 1785.00, and 4163.00 [1]. - **IH Contracts**: The previous day's closing prices of IH contracts (current month, next month, next quarter, and alternate quarter) were 3136.60, 3132.40, 3137.60, and 3128.60 respectively, with declines of - 6.60, - 9.40, - 4.60, and - 6.80 and declines of - 0.21, - 0.30, - 0.15, and - 0.22. The trading volumes were 14480.00, 4204.00, 41076.00, and 7618.00, and the open interests were 14532.00, 5098.00, 57216.00, and 18012.00, with changes in open interests of - 1655.00, 1612.00, 2024.00, and 1155.00 [1]. - **IC Contracts**: The previous day's closing prices of IC contracts (current month, next month, next quarter, and alternate quarter) were 8172.80, 8150.60, 8131.20, and 7985.20 respectively, with declines of - 104.60, - 99.00, - 98.80, and - 89.40 and declines of - 1.26, - 1.20, - 1.20, and - 1.11. The trading volumes were 43150.00, 15560.00, 120900.00, and 32704.00, and the open interests were 40507.00, 31014.00, 171420.00, and 74145.00, with changes in open interests of - 5529.00, 4930.00, 3885.00, and 2850.00 [1]. - **IM Contracts**: The previous day's closing prices of IM contracts (current month, next month, next quarter, and alternate quarter) were 8233.80, 8200.40, 8160.40, and 7960.40 respectively, with declines of - 161.00, - 149.60, - 145.80, and - 135.00 and declines of - 1.92, - 1.79, - 1.76, and - 1.67. The trading volumes were 60818.00, 21828.00, 178731.00, and 43725.00, and the open interests were 54431.00, 39945.00, 207812.00, and 99430.00, with changes in open interests of - 11425.00, 5127.00, - 632.00, and 5511.00 [1]. - **Inter - month Spreads**: The current inter - month spreads of IF, IH, IC, and IM (next month - current month) were - 3.20, - 4.20, - 22.20, and - 33.40 respectively, compared with the previous values of - 8.80, - 2.40, - 15.60, and - 40.80 [1]. 3.2 Stock Index Spot Market - **Major Indexes**: The previous values of the Shanghai - Shenzhen 300, Shanghai 50, CSI 500, and CSI 1000 indexes were 4761.03, 3132.93, 8143.28, and 8203.13 respectively, with declines of - 0.60, - 0.34, - 1.28, and - 1.84. The trading volumes (in billions of lots) were 301.45, 63.16, 364.13, and 454.44, and the total trading amounts (in billions of yuan) were 8010.55, 1888.53, 7352.19, and 8246.52 [1]. - **Industry Indexes**: Among the Shanghai - Shenzhen 300 industry indexes, the energy, raw materials, main consumption, and pharmaceutical sectors had increases of 0.76%, 1.40%, - 0.94%, and 1.65% respectively, while the industrial, optional consumption, real - estate finance, and information technology sectors had declines of - 0.70%, - 1.36%, 0.37%, and - 2.58% respectively [1]. 3.3 Futures - Spot Basis - **IF Contracts and Shanghai - Shenzhen 300**: The previous values of the basis between IF contracts (current month, next month, next quarter, and alternate quarter) and the Shanghai - Shenzhen 300 index were 5.17, 1.97, - 2.43, and - 46.03 respectively, compared with the previous two - day values of - 0.52, - 9.32, - 15.92, and - 54.72 [1]. - **IH Contracts and Shanghai 50**: The previous values of the basis between IH contracts (current month, next month, next quarter, and alternate quarter) and the Shanghai 50 index were 3.67, - 0.53, 4.67, and - 4.33 respectively, compared with the previous two - day values of - 1.94, - 4.34, - 3.54, and - 10.34 [1]. - **IC Contracts and CSI 500**: The previous values of the basis between IC contracts (current month, next month, next quarter, and alternate quarter) and the CSI 500 index were 29.52, 7.32, - 12.08, and - 158.08 respectively, compared with the previous two - day values of 24.67, 9.07, - 12.53, and - 165.73 [1]. - **IM Contracts and CSI 1000**: The previous values of the basis between IM contracts (current month, next month, next quarter, and alternate quarter) and the CSI 1000 index were 30.67, - 2.73, - 42.73, and - 242.73 respectively, compared with the previous two - day values of 38.19, - 2.61, - 45.61, and - 252.21 [1]. 3.4 Other Domestic and Overseas Indexes - **Domestic Indexes**: The previous values of the Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index were 4138.76, 14169.40, 8730.75, and 3321.89 respectively, with declines of - 0.64%, - 1.37%, - 0.91%, and - 1.96% [1]. - **Overseas Indexes**: The previous values of the DAX index, Hang Seng Index, Nikkei 225, and S&P index had increases of 0.90%, 3.10%, - 0.19%, and 0.06% respectively [1]. 3.5 Macro Information - **US - Iran Tension**: US President Trump cancelled all talks with Iranian officials, and the US State Department asked US citizens to leave Iran immediately. The US Department of Defense officials said Trump had been briefed on military and covert operation options for the Iranian situation, but the White House said diplomacy was the "preferred" option [2]. - **Fed Chairman Issue**: The criminal investigation of Fed Chairman Powell continued to ferment. Many former US financial officials criticized the Trump administration's investigation, and global central bank governors were drafting a statement to support Powell. Trump said Powell exceeded the budget by billions and would announce the next Fed chairman in the coming weeks [2]. - **Trade Threat**: Trump threatened to impose 25% tariffs on countries with business with Iran. The Chinese Foreign Ministry spokesperson said China would firmly safeguard its legitimate rights and interests. Regarding the G7 finance ministers' agreement to reduce rare - earth imports from China, the spokesperson said China's stance on maintaining the stability and security of the global supply chain of key minerals remained unchanged [2]. - **Domestic Policies**: The Ministry of Industry and Information Technology held a symposium on manufacturing enterprises, emphasizing active participation in industry rule - making and self - discipline. Eight departments jointly introduced 14 measures to promote the high - quality development of elderly care services and the silver economy. By the end of 2024, the elderly population over 60 in China reached 310 million, and it is expected to exceed 400 million by 2035, with the silver economy scale expected to exceed 30 trillion yuan [2]. 3.6 Industry Information - **Industrial Internet**: In 2025, the core industrial scale of China's industrial Internet is expected to exceed 1.6 trillion yuan, driving an increase of about 2.5 trillion yuan in industrial added value. The average operating cost of 100 5G factories with global leading levels will be reduced by 19%. The Ministry of Industry and Information Technology deployed the development of industrial Internet platforms, aiming to have over 450 influential platforms, more than 120 million connected industrial devices, and a platform penetration rate of over 55% by 2028 [2]. - **Solar - Grade Polysilicon**: Starting from January 14, anti - dumping duties will continue to be imposed on imported solar - grade polysilicon from the US and South Korea for a period of 5 years [2]. - **Medical Supplies**: The latest batch of national high - value medical supplies procurement is scheduled to open bids on January 14, including 12 types of medical supplies in two categories: drug - coated balloons and urological interventions, with 496 products from 227 enterprises bidding [2].

同时，博创楼及沿沪宁产业创新带信泰党群服务中心、招服一体化中心、人大法治化营商环境监测 站正式启用。 据介绍，博创楼是长征镇重点打造的高能级创新载体，坐落于信泰中心T1幢32层，可为创新主体 提供"拎包入住式"办公环境和租金减免、算力支持等综合保障，将专为来自"八市一区"的科创企业提供 服务。首批入驻的五家企业，涵盖智能网联汽车、新材料、航空航天、数智医疗、新能源等前沿领域。 当天启用的招服一体化中心也坐落于信泰中心，将建立统一项目评估机制和资源调配平台，还将推 动沿沪宁协同创新中心、海聚英才路演大厅、博创楼三大载体功能联动，形成"项目挖掘—孵化培育— 成果转化"的全周期服务链条。 记者 周楠 日前，普陀区人大法治化营商环境监测站活动（孵化器专场）举行。活动旨在搭建跨区域对话平 台，探索高质量孵化载体的发展路径，促进人才、技术、资本等创新要素在沿沪宁城市间高效流动、深 度融合。 活动举办地长征镇作为普陀区沿沪宁产业创新带建设的"桥头堡"，将政策创新作为驱动发展的核心 引擎。当天，《长征镇关于支持产业和人才协同发展的实施意见》正式发布，全面构建覆盖企业成长与 人才发展的全周期支持体系。 ...

编者按 近日，围绕贯彻落实中央经济工作会议精神，推动"十五五"良好开局的思路举措，工业和信息化部党组 书记、部长李乐成接受《人民日报》、新华社、中央广播电视总台、《经济日报》等中央媒体联合采 访。以下为《经济日报》报道全文。 （权威访谈·开局"十五五"） 锚定新型工业化 推动工业经济向新向优 "稳"就是要稳定重点行业和重点地区增长。重点行业和地区的工业增加值都占到工业总量的80%，是工 业经济的基本盘。我们将充分发挥重点行业规模大、产业链长、带动强的作用，深入实施好新一轮十大 重点行业稳增长工作方案；继续支持工业大省挑大梁，强化政策支持和要素保障，因地制宜发展新质生 产力。 "扩"就是要挖潜扩大有效需求。扩大内需是战略之举。我们将加强供需适配，积极推广柔性制造，加快 人工智能等新技术新模式创新应用，分行业分领域建设中国消费名品方阵，引导企业加大适销对路产品 生产，通过优质供给来满足新需要、激发新需求。加快启动"十五五"重大工程项目，着力保持制造业有 效投资；加强工贸政策协同，稳定工业品出口。 "创"就是要促进价值创造、以质取胜。我们将统筹实施传统产业焕新行动和发展壮大新兴产业打造新动 能行动，深入推进重大技术 ...

周乃翔来到华信食品（山东）集团有限公司，详细了解质量控制、产品营销等情况，希望企业把品 质安全放在首位，深耕国内市场，拓展国际市场，提升产品市场占有率。在威海恒邦矿冶发展有限公 司，他实地察看生产现场，勉励企业加强上下游合作，不断增强核心竞争力。在西洋参交易中心，他听 取西洋参产业发展情况介绍，强调要与旅游、康养等产业深度融合，拉长产业链，更好带动农民群众增 收致富。在山东亘元新材料股份有限公司，他与企业负责人交流，希望企业持续加大研发投入，深化与 相关企业的合作，促进新能源产业集群化发展。 在政企沟通交流会上，6位企业负责人先后发言，对省政府工作提出意见建议。周乃翔表示将认真 吸收采纳大家的意见建议。他说，各类企业是山东推进现代化强省建设的主力军。希望企业把握机遇、 发挥优势、苦练内功，加强自主创新，强化市场开拓，抓好品牌建设，完善治理结构，守牢安全底线， 不断做强做优做大。希望企业家大力弘扬企业家精神，敢闯敢干、奋勇争先，带领企业走高质量发展之 路。各级各有关部门要持续打造一流营商环境，健全政企沟通交流机制，深化"高效办成一件事"，用 好"2115"机制和"96178"省长直通车，推动企业诉求接诉即办、涉 ...

文化财经化工板块指数日线图 期货日报记者观察到，化工板块率先在股市开启本轮上涨行情，资金布局意愿强烈。核心化工ETF开年首周涨幅超5%，头部产品累计涨幅突破10%，单日 最大净流入超2亿元；个股层面呈现全面开花态势，细分赛道龙头领涨格局鲜明。生物化工、新材料、炼化等板块表现突出。 新年伊始，沉寂许久的化工板块强势崛起，"股市先行、期现共振"的行情成为市场一大亮点，行业景气度出现回暖信号。 化工板块ETF（516020）日线图 有交易者向记者提问：化工板块本轮行情是估值阶段性修复吗？ 受访人士一致认为，本轮行情属于估值阶段性修复，短期与中期走势可能有明显差异。 董丹丹表示，短期（1~3个月）来看，化工板块底部支撑较强。2月的复工旺季将进一步强化需求增长预期，地缘政治风险升温给油价打了"强心剂"，政策 红利效应也会不断显现。需要持续关注终端需求、国内检修装置复产情况等。中期（3~6个月）来看，化工板块内部分化将加剧，品种表现主要取决于需 求韧性、供应扰动、油价走势等，板块整体出现趋势性反转还需等待明确信号。 方正中期期货产业团队负责人夏聪聪则认为，化工品种目前处于产业周期的震荡筑底阶段，基本面尚未出现实质性改善， ...