生物基产业下游市场需求在哪里？终端品牌想要的生物基解决方案是什么？ 2025（第十届）生物基大会暨展览（Bio-based 2025，5月25-27日，上海） 立足终端可持续转型与 实际需求，将邀约 100+终端品牌参与 ，并关注其可持续规划与生物基材料需求。 现公布 近40家终端品牌 ，如下图所示。品牌涉及 运动鞋服、纺织工业、汽车与零部件、消费品与商 超、胶黏剂、电子等 ，企业将携相关需求而来。部分企业负责人将参与 大会演讲 、 圆桌交流 、 战略 研讨会 以及 终端品牌需求对接会 ！欢迎生物基材料解决方案企业参与洽谈！ 下游市场需求在哪里? 终端想要的生物基解决方案? |已确认出席品牌 | ANTA | | | | | | | --- | --- | --- | --- | --- | --- | | 波司登 | 安踏 | 李宁 | 特步 | | 中纺院 | | ESQUEL GROUP | | | | | | | 桐昆集团 | | 同辉纺织 | 溢达纺织 | 小鹏汽车 | 蔚来汽车 | | () 零跑汽车 | | ZEEKR | | | | | 上汽大众 | 零跑汽车 | 极氪汽车 | 非를 | | ...

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月21日晚间，金发科技 （600143） 披露2024年年报，报告期内，公司实现 营收605.14亿元，同比增长26.23% ； 归母净利润8.25亿元，同比增长 160.36% ； 扣非净利润6.75亿元，同比增长240.13% ；基本每股收益0.3120元。 此前，金发科技 在其发布的 2024年度"提质增效重回报"行动方案 中表示，将力争 2024年实现营业收入 目标535亿元 ，同比增长11.69%， 净利润 实现合理增长。 | | | | | 単位: 元 中 : 人 中 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比上 | 2022年 | | | | | 年同期增 | | | | | | 減(%) | | | 营业收入 | 60.514.242.141.65 | 47,940.590,896.29 | 26.23 | 40.412.331,204.19 | | 归属 ...

Group 1 - A new company named Shenzhen Weiteou New Materials Distribution Management Co., Ltd. has been established with a registered capital of 1 million yuan [1] - The legal representative of the company is Liao Gaobing [1] - The business scope includes sales of high-performance sealing materials, sealing fillers, surface functional materials, and synthetic materials [1] Group 2 - Weiteou holds 100% ownership of the newly established company [1]

Core Viewpoint - The Baoshan Economic Development Zone is actively planning to develop a new materials industry chain centered around polyurethane, biodegradable materials, and polyformaldehyde, aiming for high-quality development and resource integration [1][2]. Group 1: Industry Development - The Baoshan Economic Development Zone is constructing a "three聚" industry development system, focusing on leading industries and key projects to enhance the industrial chain [2]. - The first phase of the Meirui Polyurethane Industrial Park, with a total investment of 15 billion, has been completed, while the second phase aims to produce 320,000 tons of specialty isocyanates annually [2]. - The Longyu project in Hebi, with an investment of 2.5 billion, has completed its first phase, producing 60,000 tons of polyformaldehyde, and is set to become the largest production base in the country [2][3]. Group 2: Project Implementation - The biodegradable materials sector is focusing on high-end polylactic acid production, with a key project in the Mingshan District aiming for an annual output of 1,000 tons [3]. - Ongoing projects include a BDO expansion and a PBS production project, which are expected to create a complete industrial chain from raw material production to new material processing [3]. Group 3: Platform Building and Collaboration - The Baoshan Economic Development Zone promotes a collaborative model involving government and enterprises to enhance resource sharing and industry connectivity [4]. - The zone has established a comprehensive招商工作格局 to accelerate the formation of industrial clusters and support high-quality development [4]. Group 4: Innovation and Research - The zone is fostering partnerships between enterprises and universities to facilitate innovation and project implementation, with several collaborations already established [5]. - The focus is on transforming scientific research into practical applications within the Baoshan area [5]. Group 5: Resource Assurance and Cost Reduction - The Baoshan Economic Development Zone is implementing various policies to support enterprises, aiming to reduce operational costs and enhance competitiveness [7]. - Key production elements such as synthetic gas and logistics are being prioritized to lower costs for businesses, with significant infrastructure developments underway [7].

2025第12届世界化学工程大会暨第21届亚太化工联盟大会（WCCE 12 & APCChE 2025）将于2025年7月14日至18日在北京市国家会议中心（CNCC） 隆重举行！作为 全球化工领域历史悠久、学术领先的"奥林匹克级别"盛会 ，大会以"迎接全球挑战的化学工程范式变革"为主题，旨在探索全球化工领域 的创新技术和解决方案。 登录大会官方网站www.wcce12.com提交您的论文摘要。 (注：投稿前，论文内容需先经初审合规审查，请务必与对接工作人员取得联系，初稿审核无误后方可进行正式投稿。） 请选择投稿至"化工新材料与未来化工产业"分会场。 投稿联系人 目前，化工新材料正推动化工行业向绿色、智能、可持续的未来迈进。 由中石油（上海）新材料研究院承办的 "化工新材料与未来化工产业" 分会场 现面向有关单位、专家和学者征集摘要（论文），将有关事宜通知如下： 分会场概况 分会场名称： 化工新材料与未来化工产业 会议主题： 创新、可持续发展与数字化驱动的化工新材料产业未来 征文主题 全球化工新材料与化工行业发展趋势、面临的挑战与未来发展机遇。 化工新材料的最新创新成果。 包括新材料的设计、合成、表征、功能等 ...

【DT新材料】 获悉，4月21日， 金发科技 发布2024年度报告， 公司2024年度总营收达605.14亿元，同比增 长26.23%；实现归母净利润8.25亿元，同比增长160.36% 。近年来， 金发科技营收和利润出现了持续增长的 情况 。 2024年， 金发科技围绕新质生产力加强科技创新，提升一体化产业链优势，依托全球领先的应用 创新能 力，为全球客户提供了更具竞争力的新材料整体解决方案，公司的行业竞争力及市场份额 不断提升，营业 收入同比实现快速增长，归属于上市公司股东的净利润同比实现大幅增长。 在海外市场方面， 金发科技加速推进海外本土化供应和服务能力。随着越南新工厂（第一期）的规模化 投 产，进一步提升了公司产品的全球竞争力。 美国金发、欧洲金发、印度金发、越南金发、马来 西亚金 发等 海外基地协同发力，经营成果显著，市场份额大幅提升， 公司海外业务实现产成品销 量23.35 万吨，同比 增长29.51%。 （一）改性塑料板块经营情况 2024年 金发科技改性塑料销量再创新高，产成 品销量255.15万吨，同比增长20.78%；营业收入320.75亿 元，同比增长18.95%。 1、汽车材料：主要 ...

Core Viewpoint - The company, Jinhua Technology Co., Ltd., reported impressive financial results for 2024, with significant growth in revenue and net profit, reflecting its strong position in the global new materials industry [2]. Financial Performance - In 2024, the company achieved operating revenue of 60.514 billion yuan, a year-on-year increase of 26.23% [2]. - The net profit attributable to shareholders reached 0.825 billion yuan, marking a substantial year-on-year growth of 160.36% [2]. Business Development - The company is focusing on high-end and intelligent transformation in the new materials industry, enhancing its R&D system to provide high-value material solutions across various sectors [2]. - The core business segment, modified plastics, recorded a historical high in sales volume of 2.5515 million tons in 2024 [2]. Growth Drivers - The company is benefiting from policy incentives in smart driving, equipment upgrades, and consumer electronics, leading to increased sales in automotive materials, electronic and electrical materials, and new energy materials [2]. - Special engineering plastics and carbon fiber composite materials are emerging as new growth drivers, with significant sales growth in these segments [3]. Technological Advancements - The company has developed multi-specification LCP materials for applications in high-speed connectors and AI server cooling components, enhancing efficiency in emerging industries [3]. - Breakthroughs in continuous carbon fiber reinforced composite materials have addressed processing challenges, facilitating market penetration in low-altitude economy and electric tools [3]. Digital Transformation - The company is accelerating digital transformation in production, with a newly established fully automated digital factory achieving intelligent control of the entire production process, improving product stability and delivery efficiency [3]. Competitive Position - The company has established a diversified product matrix in modified plastics, special engineering plastics, and carbon fiber composites, positioning itself competitively against international giants [4]. - The commercialization of emerging industries such as low-altitude economy and humanoid robots is expected to further enhance the company's market share due to its first-mover advantage in niche segments [4].

Group 1: Market Expansion and Sales Growth - Shandong Energy New Materials Company actively responds to complex market conditions by implementing strategies to expand markets, optimize products, and adjust structures, resulting in significant increases in revenue and profit [1] - Qichang Tengda, a leader in carbon three and four products, has improved its global sales network and customized differentiated products, achieving an 11% year-on-year increase in export volume in the first quarter [2] - Taixing Company has successfully expanded into emerging markets, gaining six new customers in Southeast Asia and the Middle East, with a 10% increase in export volume [2] Group 2: Product Enhancement and Value Addition - Shandong Fiberglass has shifted its focus from low-value products to high-strength and high-modulus fiber products, resulting in a 108% year-on-year increase in net profit in the first quarter [3] - Dongchen Ruishen has capitalized on the lightweight trend in electric vehicles, achieving a historic sales high in March, with 30% of new customers being domestic replacements [3] Group 3: Differentiation and Transformation - The Calcium-based New Materials Industrial Park has been launched, with differentiated calcium-based products achieving early success [4] - Donghua Technology has filled a regional gap by developing high-standard oil well cement, with the first batch of 500 tons supplied to the high-end market [4] - Fangda New Materials focuses on high-value pipe promotion and has secured over one billion yuan in orders for coated composite steel pipes and lined steel pipes [4]

Core Viewpoint - Yichang is leveraging its abundant hydropower resources, particularly from the Three Gorges Dam, to drive economic growth and development, aiming to become a key engine for high-quality development in Central China by 2024 with a GDP target of 619.1 billion yuan [1][5]. Economic Development - Yichang's GDP is projected to exceed 600 billion yuan, reaching 619.1 billion yuan in 2024, marking a significant milestone as the "first city in Central China that is not a provincial capital" [5][7]. - The city has experienced a robust industrial transformation, with a growth rate of 6.5% in GDP, supported by emerging industries such as modern chemical new materials, life health, new energy, and big data [4][5]. - Yichang's government is implementing a development strategy focused on "dual carbon leadership, hub empowerment, and strong industry to enrich the city" [7]. Industrial Growth - The city is home to the world's largest hydropower station, the Three Gorges Dam, and over 400 hydropower stations, which contribute significantly to the green energy supply for the Yangtze River Economic Belt [3][4]. - Major projects worth 136.8 billion yuan are underway, including advancements in biotechnology and electric vehicle battery production, showcasing Yichang's commitment to industrial upgrading [7][8]. Rural Development - Yichang is revitalizing its rural economy through the development of local specialties, transforming products like oranges and konjac into significant industries [8][9]. - Innovative agricultural practices, such as smart sorting for fruit and high-end fish farming, are enhancing the value of local products and improving farmers' incomes [9]. Cultural and Tourism Development - Yichang is positioned as a cultural and natural hub, with rich historical resources and 72 A-level scenic spots, including four 5A-level attractions [10][13]. - The city is developing into a world-class tourist destination, integrating night economy initiatives like the "Yangtze River Night Tour," which combines cityscapes, hydropower culture, and leisure activities [10][13].

Group 1 - The company reported Q1 2025 revenue of 2.459 billion yuan, a year-on-year increase of 15.14% and a quarter-on-quarter decrease of 14.27% [1] - The net profit attributable to shareholders for Q1 2025 was 207 million yuan, up 50.46% year-on-year but down 28.03% quarter-on-quarter [1] - The company maintains its profit forecast, expecting net profits of 1.189 billion, 1.386 billion, and 1.659 billion yuan for 2025-2027, with corresponding EPS of 1.40, 1.64, and 1.96 yuan per share [1] Group 2 - In Q1 2025, the company’s sales volumes for synthetic resin, advanced electronic materials, and battery materials were 166,300 tons, 17,600 tons, and 56,900 tons, respectively, with year-on-year increases of 10.23%, 11.08%, and 36.55% [2] - The sales revenue for these segments was 1.282 billion, 360 million, and 236 million yuan, reflecting year-on-year growth of 10.33%, 31.30%, and 14.10% [2] - The average selling prices for synthetic resin, advanced electronic materials, and battery materials were 7,707.30, 20,433.09, and 4,149.54 yuan per ton, with year-on-year changes of +0.10%, +18.20%, and -16.44% [2] Group 3 - The company’s Q1 2025 gross margin and net margin were 24.13% and 8.79%, respectively, compared to the 2024 annual report, showing increases of 0.52 percentage points and a decrease of 0.10 percentage points [2] - The phenolic resin average price as of April 17, 2025, was 10,759 yuan per ton, down 360 yuan per ton from the 2024 average, a decrease of 3.2% [2] - The company’s dual business model of "chemical new materials + biomass materials" is operating steadily, with ample growth potential due to rich project layouts [2]