2025高分子产业年会 高分子电磁复合材料及应用论坛 9月10-12日 安徽·合肥 第六代太赫兹（THz） 频段传输技术（6G）近年来受到中国、美国、芬兰、韩国等多个国家相关部门和学术团队的关注和研究。6G频段在 100GHz- 10THz ，峰值传输速度高达100Gbps-1Tbps，通信延迟小于0.1毫秒。而与之对应的是，该技术对于 天线、PCB板、电磁屏蔽、热管理 等领域提出了全 新的要求。 电磁复合材料是5.5G/6G、消费电子、新能源、航空航天等领域的重要功能材料，是解决电磁干扰、保障电子器件稳定运行的重要技术手段。高分子电 磁复合材料以其质轻价廉、耐腐蚀、易加工成型和性能可调性好等特点备受关注。从突破理论极限的材料设计、精准成型工艺到参数表征、新兴应用领 域拓展， 高电磁屏蔽效能材料、低介电损耗材料、耐高温PCB板材、热管理材料、宽频适用材料 等一系列高分子电磁复合材料在 AI、5.5G/6G、低空 经济、新能源汽车、机器人 等行业中究竟有哪些材料研发需求和创新应用？ 对此，" 2025 DT新材料高分子产业年会 "将同期举办" 第三届第三届高分子电磁复合材料及应用论坛 "。本活动将邀约电磁屏蔽、 ...

Core Viewpoint - The article highlights the significant advancements in humanoid robotics, particularly the record-breaking order of 10,000 units by Tiantai Robotics, focusing on home care and wellness applications, indicating a shift from conceptual validation to real-world deployment in the industry [2][3]. Group 1: Humanoid Robotics Developments - Tiantai Robotics has signed a historic order for 10,000 humanoid robots, marking the largest single order in the field, aimed at integrating various functionalities for home care and digital life services [2]. - The company attributes its mass production capability to three main factors: technological maturity, supply chain control, and ecosystem building [3]. - Recent large-scale orders from other leading companies, such as Zhiyuan Robotics and Yushu Technology, indicate a growing trend in the commercialization of humanoid robots [3][4]. Group 2: Market Challenges and Opportunities - Despite the progress, challenges remain in the commercialization of humanoid robots, including improvements needed in battery life, human-machine interaction, cost control, and adaptability to complex environments [4]. - The market for humanoid robots is expected to grow significantly, with potential for a trillion-dollar market as supply chains mature and costs decrease [4]. Group 3: Emerging Materials in Robotics - The rise of robotics is anticipated to create a substantial market for new materials, particularly polymers, as highlighted in the upcoming 2025 Polymer Industry Annual Conference [5]. - The conference will focus on innovative materials and applications in various sectors, including AI, aerospace, and low-altitude economy, showcasing the intersection of new industries and polymer materials [6]. Group 4: Industry Events and Collaborations - The 2025 Polymer Industry Annual Conference will gather international leaders, experts, and stakeholders to explore new opportunities in materials, technology, and equipment across emerging industries [6][18]. - The event will feature various forums and discussions on topics such as engineering plastics, electric vehicles, and aerospace materials, emphasizing the importance of collaboration in driving innovation [10][15].

Group 1 - The core viewpoint of the article highlights the rise of embodied intelligence technology as a national strategy in China, marking a new phase in artificial intelligence focused on physical interaction [2] - By the end of 2024, nearly 100 humanoid robot companies are expected to exist in China, with the global market for embodied intelligence projected to exceed $100 billion by 2030 [2] - Embodied intelligence refers to intelligent systems that integrate perception, cognition, decision-making, and action through physical interaction with the environment, with humanoid robots being a key focus [2] Group 2 - Major automotive companies such as GAC, SAIC, BYD, and Chery are accelerating their investments in intelligent robots and autonomous driving through self-developed technologies or strategic investments in innovative companies [3] - In 2024, SAIC invested in a humanoid robot startup, while BYD established a future lab focusing on the research and development of robots and embodied intelligence [3] Group 3 - The article emphasizes the interconnectedness of various sectors, including AI, low-altitude vehicles, new energy vehicles, and embodied robots, indicating a collaborative approach to innovation [4] - The 2025 Polymer Industry Annual Conference will feature forums on low-altitude economy, aerospace, new energy vehicles, AI, and embodied robots, showcasing the demand for innovative materials and applications [6] Group 4 - The conference aims to explore new opportunities in materials, technologies, and equipment across emerging industries, inviting participation from international enterprises, experts, and government representatives [6] - The event will include closed-door meetings and project roadshows to discuss high-quality development paths for the engineering plastics industry [19]

Group 1 - The core viewpoint of the articles highlights the financial performance and strategic developments of Prit and Hai Sida Power, focusing on their growth in revenue and profit, as well as advancements in new energy technologies [1][2] - Prit achieved an operating income of 4.09 billion yuan, representing a year-on-year growth of 9.06%, and a net profit attributable to shareholders of 207 million yuan, with a significant increase of 43.94% [1] - Prit has established 12 new material production bases with a current capacity of 500,000 tons, expecting to exceed 1 million tons in annual capacity in the future, particularly focusing on non-automotive applications in sectors like power batteries and energy storage [1] - Hai Sida Power is expanding its market presence by investing in a 2.5 GWh cylindrical battery project in Malaysia to meet the demand for high-performance batteries in electric tools and smart appliances [1] - Hai Sida Power has established Guangdong Hai Sida Sodium Star Technology Co., Ltd. to accelerate the development of sodium-ion batteries, receiving orders for no less than 1 GWh of sodium-ion battery modules from overseas clients [2] - The company has achieved the global first mass production of a 314Ah large-capacity semi-solid battery, marking the beginning of the "semi-solid era" for secondary batteries in China [2] Group 2 - Prit's business segments are primarily divided into three directions: modified materials, ICT materials, and new energy, focusing on the research, production, and sales of polymer new materials and various types of batteries [2]

Group 1 - The concept of "low-altitude economy" has been increasingly recognized in China's national planning, with significant milestones in 2021, 2023, and 2024, indicating its importance as a strategic emerging industry [2][3]. - The global low-altitude economy is entering a phase focused on electric vertical takeoff and landing aircraft (eVTOL), with countries actively exploring the development of this industry, which is becoming a crucial growth point for the global economy [2]. - In 2023, China's low-altitude economy reached a scale of 505.95 billion yuan, and it is expected to exceed 1 trillion yuan by 2026, highlighting its potential as a new engine for economic growth [2]. Group 2 - The successful maiden flights of C919 and C929, along with the launch of the Geely constellation and the dense networking of satellite clusters, signify an unprecedented growth phase for China's commercial aerospace sector [2]. - The intersection of various industries, including new energy vehicles, low-altitude economy, robotics, AI, and commercial aerospace, presents numerous opportunities in both upstream and midstream sectors [2]. Group 3 - The 2025 Polymer Industry Annual Conference will feature a forum on innovative materials and applications, focusing on lightweight and intelligent material solutions and advanced manufacturing processes [3]. - The forum will include specialized sessions on applications in new energy vehicles, AI, advanced communications, and robotics, emphasizing the integration of low-altitude economy and aerospace innovation [3].

Core Viewpoint - FCM is participating in the 2025 Polymer Industry Annual Conference, focusing on innovative solutions for high-voltage lightweight materials in electric vehicles, particularly the PA12 busbar insulation layer material [2][3][7]. Company Overview - FCM specializes in the research and production of high-performance polymer materials, including PPA, PA12, PA66, PA6, PPS, PBT, and PP, and is a leader in the nylon industry in China [2]. - The company holds 15 patents and has successfully operated nearly 800 products, providing comprehensive solutions to customers [2]. - FCM has received multiple honors, including being recognized as a national high-tech enterprise and a provincial innovative small and medium-sized enterprise [2]. Product Introduction - The shift towards high-voltage (800V) and lightweight electric vehicles presents challenges for traditional busbar insulation materials, which struggle with temperature resistance, weight, and processing efficiency [3]. - PA12 is emerging as a potential insulation material due to its excellent overall performance, although it faces challenges in high-temperature resistance and high-voltage insulation reliability [3][7]. - FCM's research on busbar (copper and aluminum) extrusion coating materials shows good adhesion to metals, high elongation, and excellent resistance to chemicals and wear, maintaining high volume resistivity under high temperatures [3][7]. Report Summary - Advances in battery technology necessitate higher conductivity, lower resistance, and better corrosion resistance in busbars to meet the demands of battery systems [7]. - The first generation of PA12 is suitable for battery packs operating at 125°C and 400V, while the second generation is designed for external battery packs at 150°C and 800V [7].

Company Overview - Guangdong Yinhui Technology Co., Ltd. was established in 1997, focusing on high-performance polymer new materials research, production, and sales [2][3] - The company has established production and R&D bases in multiple locations including Dongguan, Suzhou, and Vietnam, with a focus on polymer modified plastics, smart lighting, 3D printing materials, and electronic chemicals [3] Business Structure and Performance - The business is divided into modified plastics and smart lighting sectors, with a notable growth in modified plastics due to the rapid expansion of the low-altitude economy and robotics market [4] - The company has shifted towards high-value-added products, resulting in an increase in gross profit margins [4] - Emerging industries now account for a larger proportion of the company's revenue, while traditional industries are declining [4] Clientele and Market Position - The company has developed a stable client base in emerging sectors such as electronics, low-altitude vehicles, and household service robots [4] - Specific client information in the drone sector is confidential, but orders are reported to be continuously increasing [5] Product Development and Innovations - The company has developed PEEK composite materials for 3D printing, which are advantageous for lightweight applications in drones and service robots [5] - The PPO business includes injection-molded modified plastics and electronic chemicals, with stable production and certification from downstream clients [5][6] Strategic Decisions and Management - The management team remains stable, with strategic decisions focused on profit assessment and product structure adjustment towards high-value products [11] - The company maintains a low asset-liability ratio, indicating a healthy financial state [11] Future Prospects - The company has reserved space for future expansion of the PPO project in a national-level chemical park, with plans to scale production based on market demand [6] - There are currently no plans for asset injection into the low-altitude economy due to a lack of suitable targets [7] Recent Developments - The company has disclosed a reduction in shareholding by some board members, which is not expected to adversely affect stock prices [7] - The 3D printing business is primarily export-driven, with a significant contribution to the Long March 5 rocket project [9][10]

Core Viewpoint - The article emphasizes that the rise of emerging industries in China will lead the polymer industry into the next decade, amidst a backdrop of significant transformation in the global chemical industry [2]. Group 1: Event Overview - The 2025 Polymer Industry Annual Conference will take place from September 10-12, 2025, in Hefei, Anhui, focusing on new materials, technologies, and applications related to plastics, fibers, rubber, and elastomers [3][27]. - The conference aims to gather international leading companies, industry experts, government representatives, and investment institutions to explore opportunities in emerging industries such as AI, low-altitude economy, aerospace, and new energy vehicles [2][3]. Group 2: Event Arrangement - Registration for the event is open until September 5, 2025, with project submissions accepted via email or online [4][6]. - Each project presentation during the roadshow will last 10-20 minutes, including a PPT presentation and Q&A session, with evaluations provided by a professional investment team [7]. Group 3: Conference Information - The conference is organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) and supported by various institutions, including the China New Materials Industry Technology Innovation Platform and the Anhui Composite Materials Industry Association [8][27]. - Notable speakers include academicians and professors from prestigious institutions, discussing topics such as engineering plastics and innovative solutions in the polymer sector [14][15][18]. Group 4: Target Audience - The event targets a wide range of end-users, including those in eVTOL, drones, large aircraft, humanoid robots, and various industries requiring engineering plastics [27].

证券代码：605008 证券简称：长鸿高科 公告编号：2025-048 宁波长鸿高分子科技股份有限公司 关于发行股份、可转换公司债券及支付现金购买资产并募集 配套资金暨关联交易事项的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、本次交易的基本情况 宁波长鸿高分子科技股份有限公司（以下简称"公司"）拟通过发行股份、 可转换公司债券及支付现金的方式购买广西长科新材料有限公司 100%股权并向 不超过 35 名特定投资者发行股份募集配套资金（以下简称"本次交易"）。根 据《上市公司重大资产重组管理办法》《上海证券交易所股票上市规则》等相关 规定，经初步测算，本次交易预计构成重大资产重组且构成关联交易；本次交易 不会导致公司控股股东及实际控制人发生变更，不构成重组上市。 二、本次交易进展情况 划重大资产重组的停牌公告》（公告编号：2025-037）。经向上海证券交易所申 请，公司股票于 2025 年 7 月 8 日开市起停牌。停牌期间，公司按照相关规定披 露了《宁波长鸿高分子科技股份有限公司关于筹划重大资产重组的停牌进 ...

Core Viewpoint - The rise of emerging industries in China is expected to lead the next decade of polymer applications, particularly in robotics and related materials [1]. Group 1: BASF and Fourier Collaboration - BASF signed a Memorandum of Understanding with Shanghai Fourier Intelligent Technology Co., Ltd. to explore new material solutions for robotics, focusing on engineering plastics, polyurethane, and thermoplastic polyurethane [2]. - This collaboration follows BASF's previous showcase of high-temperature nylon and TPU applications in robotics, indicating a strategic move into the robotics sector [2][4]. - The partnership is initiated by BASF's venture capital arm, marking its first collaboration in the robotics industry in China, with potential for future investments [6]. Group 2: Fourier's Market Position and Growth - Fourier, established in 2015, is a leading company in humanoid robotics in China, with a focus on rehabilitation robots and a global presence in over 40 countries [5]. - The company reported a 127% year-on-year growth in its rehabilitation robot business for 2024, with orders extending to the end of 2025 [5]. - Fourier's latest product, the Care-bot GR-3, features advanced human-robot interaction capabilities, showcasing the company's innovation in the field [5]. Group 3: Polymer Materials in Robotics - Various companies, including Jinfa Technology and Prit, are actively developing polymer materials for humanoid robots, with applications ranging from radar shells to actuator gears [8]. - Polyurethane is highlighted as an ideal material for electronic skin and can replace aluminum components in robots, enhancing performance while reducing weight [8]. - The demand for humanoid robots is projected to double annually, driven by technological advancements and market growth, presenting new opportunities for polymer material companies [9]. Group 4: Market Trends and Future Outlook - The robotics industry is experiencing significant growth, with many companies reporting 50% to 100% increases in revenue, driven by demand from the market [9]. - The collaboration between BASF and Fourier is expected to open new markets for polymer materials, particularly in the robotics sector [10].