Core Viewpoint - The article highlights the advancements in the optical resin industry in China, particularly focusing on the achievements of Tuokene Technology in breaking the reliance on imports and establishing itself as a leader in high-end optical materials production [2][4]. Group 1: Industry Developments - Tuokene Technology has launched its second-phase project with an annual production capacity of 41,000 tons of optical resin, marking a significant milestone in domestic production capabilities [2]. - The company has become the first in China to achieve industrial-scale production of cyclic olefin copolymer (COC) and high-refractive index polycarbonate (PC) [2][4]. - The first phase of production for special cyclic olefin copolymer (SOOC) was successfully launched in November 2023, with full production and sales already established [4]. Group 2: Production Capacity and Future Plans - Tuokene Technology's total production capacity for COC has reached 10,000 tons per year, with plans for a third phase project aiming for a total capacity of over 150,000 tons by 2030 [4]. - The company has established production lines for various optical materials, achieving a total capacity of 51,000 tons, with applications in high-value sectors such as optical lenses, biomedical, integrated circuits, aerospace, and intelligent driving [4]. Group 3: Market Position and Collaborations - Tuokene Technology has formed partnerships with leading companies such as Geely Automotive Research Institute and Yutong Optical, enhancing its market position in the optical materials sector [4]. - The company is actively involved in the development of a joint innovation laboratory for automotive optical materials with Geely, indicating a strong focus on collaboration within the industry [4]. Group 4: Competitive Landscape - The high-end optical PC market is currently dominated by foreign giants, but domestic companies like Tuokene Technology are making significant strides in entering core supply chains, as evidenced by WanHua Chemical's recent product launch [7]. - Other domestic players are also emerging in the COC market, with several companies announcing new production lines and projects, indicating a growing competitive landscape [8].

中证报中证网讯（记者 宋维东）中国证券报记者12月17日从鼎际得（603255）了解到，公司POE高端 新材料项目主装置1号线投产以来，一直保持稳产优产状态。截至目前，累计发货量已突破5000吨。与 此同时，2号线建设已全面进入施工收尾阶段，计划于2026年1月中旬投入运行。届时，鼎际得POE高端 新材料项目双线布局将顺利完成并形成产能合力，为市场供应提供坚实可靠的保障。 当前，我国在高端聚烯烃、工程塑料、功能性膜材料、高性能纤维和电子化学品等诸多领域自给率仍然 较低。随着国内产业升级步伐加快，化工新材料需求将持续增长。 鼎际得POE高端新材料项目主要产品为POE、α-烯烃等，广泛应用于电子、汽车、医疗、新能源等领 域。这一项目不仅对国内该领域发展具有重大意义，还将推动鼎际得向下游延伸高端石化产业链，对带 动相关产业技术进步、加快石化产业转型具有重要意义。 该项目自2024年3月动工，于今年6月实现中试装置投产，今年10月主装置1号线一次投料成功。目前， 主装置1号线运行平稳，已成为稳定输出高品质产品的核心力量，有力驱动国产高端聚烯烃弹性体实现 跨越式发展。待项目主装置2号线明年1月中旬投运后，鼎际得在新材料 ...

（文章来源：证券日报） 证券日报网讯 12月16日，双星新材在互动平台回答投资者提问时表示，公司将从提品质、增品种、调 结构、拓市场和节能降耗、降本增效等多个方面开展工作，以提升经营效益。深度融合市场需求与技术 创新驱动，以开发功能性、差异化、高端化特性产品为重点，推动现有产品迭代升级的同时，聚焦新材 料前沿技术、新产品开发与在研项目产业化落地，增强内生发展动能。 ...

优产突破，品质对标赢得市场信赖 目前，项目产出产品以POE改性料为主，经检测，其各项关键性能指标均达到国际主流同类产品水平， 实现了从"国产化"到"国产优质化"的跃升。产品已向下游超百家客户送样测试，并获得数十家主流厂商 的认可。截至目前，累计发货量已突破5000吨，充分证明了其卓越、稳定的产品力，进口替代进程正加 速推进。 鼎际得表示，从奠基到稳产，从试车到放量，公司正以扎实的步伐在新材料赛道上全速前行。未来，随 着产能全面释放与市场深度开拓，公司将继续以稳产优产的实践，为实现"二次腾飞"贡献关键力量，谱 写国产高端新材料自主自强的坚实篇章。（燕云） 该项目自2024年3月正式动工以来，历经18个月的高效建设期，项目于2025年6月实现中试装置投产，并 于10月迎来主装置1#线一次投料成功。目前，主装置1#线正以稳定运行的态势，驱动国产高端聚烯烃弹 性体实现跨越式发展。 稳产攻坚，双线推进奠定产能基石 当前，POE主装置1#线生产运行平稳有序，已成为稳定输出高品质产品的核心力量。与此同时，2#线建 设已全面进入施工收尾阶段，计划于2026年1月中旬投入运行。双线布局的完成将形成产能合力，为市 场供应提供坚实 ...

材料工业是国民经济的基础产业，新材料是材料工业发展的先导，国家先后将新材料列入国家高新技术 产业和重点战略性新兴产业。而位于鲁中的淄博齐翔腾达（002408）化工股份有限公司（以下称"齐翔 腾达"）手握碳四深加工能力和全球最大的产能，被誉为国内高端化工新材料的领军企业。 面对外省国资重大利益关切，由省委政法委牵头，省市法院、省国资委、淄博政法委等单位密切参与， 坚持市场化、法治化原则不动摇，与各方对接沟通200余次，达成"定分止争、维护国有资产安全、扶持 优质企业破茧重生、维护两地社会稳定"的合作共识，共同推进齐翔集团破产重整方案的优化执行，确 保了程序推进依法依规、商谈博弈多赢共赢。 面对分散多地的债权人和短期内无法确定的债权，工作团队创新"求同债权先行确认、存疑债权存留后 付"的动态清偿方式，既高效推进债权清偿，又有效回应债权人异议。对已经确认的债权，先行进行清 偿，以保证相关债权人利益，同时进行精准评估、预测，保留足够的金额，用于二次清偿。破产重整7 个月后，存疑债权完成确定的第一时间，二次清偿顺利进行，普通债权人全部按比例拿到了清偿款。 2023年5月31日，淄博中院作出裁定，确认齐翔集团重整计划执行 ...

Group 1 - The Foshan Science and Technology Bureau has announced that Sanshui District Chanfang New Materials Technology Co., Ltd. will undertake the construction of a pilot base, which will be recognized as the "Foshan Chemical New Materials Pilot Base" [1] - This pilot base is the first recognized pilot platform in Foshan and the first public service-oriented chemical new materials pilot base in Guangdong Province [1] - The pilot base has an investment of 360 million yuan and is located in the core area of the Foshan (Sanshui) New Materials Industrial Park, which is part of the Greater Bay Area's extensive industrial space [1] Group 2 - The pilot base adopts an innovative operational model combining state-owned capital and private enterprises, forming a professional team with industry leaders to integrate technical expertise and industrial resources [1] - The pilot base focuses on electronic chemical products such as polishing liquids and photoresists, addressing the upstream material supply gap in the electronic information industry [1] - It aims to support the booming new energy vehicle industry by developing materials for new energy batteries and lightweight automotive components [1] Group 3 - The pilot base is also targeting the 100 billion yuan biopharmaceutical and health industry in Foshan, focusing on the development of high-end raw pharmaceuticals and pharmaceutical intermediates [1] - It plans to enhance traditional industries like textiles and furniture by creating new organic silicon and environmentally friendly dyeing additives [1] - The base is forward-looking in the field of future materials, working on special engineering plastics and biodegradable materials [1] Group 4 - In June, Foshan Jinyinhe Intelligent Equipment Co., Ltd. and Guangdong Chuanhua New Materials Co., Ltd. signed agreements with Sanshui Chanfang Group to establish pilot projects for solid-state batteries, rubidium-cesium salt purification, and dyeing additives [2]

Core Viewpoint - The company is actively developing advanced conductive materials for lithium batteries, including composite copper foil and composite aluminum foil, which are essential for the industry's growth [1] Group 1: Product Development - The company's products for lithium batteries primarily include composite copper foil and composite aluminum foil [1] - The composite copper foil project is ready for mass production, while the composite aluminum foil is currently in the research and validation stage [1] - The company has also developed carrier copper foil products that meet customer requirements for flexible circuit boards used in touch applications [1] Group 2: Market Demand - These products effectively address the lithium battery industry's demand for advanced conductive materials, laying a solid foundation for the company's future business expansion in this field [1]

证券日报网讯 12月16日，双星新材在互动平台回答投资者提问时表示，公司高度重视对新技术的开 发，顺应新一代信息技术应用的新趋势和新要求，前瞻布局5G、新材料等前沿领域，并以数十年制造 经验为基石，以雄厚的技术实力为抓手，引领智能制造高质量发展。公司拥有从原料开发、挤出拉伸、 精密涂布、磁控溅射、微成型、电子光雕模具等全套工艺技术，具备全产业链技术产品开发优势，有助 于降低成本，提升产品质量。此外，公司自建光学基材生产线并已实现量产，打破国外企业垄断，加速 进口替代。公司作为国家级高新技术企业，凭借深厚的技术储备与领先的研发实力，保证现有客户资源 及长期稳定的战略合作关系。已完成的研发项目及专利技术利于提升公司的核心竞争能力，充分发挥主 导产品的知识产权优势，提高公司的品牌知名度，有利于公司形成持续创新机制。随着研发投入的增加 和研发经验的累积，公司已建立完整的核心技术体系，并成为公司核心竞争优势之一。 （文章来源：证券日报） ...

证券日报网12月16日讯金发科技在12月9日至11日回答调研者提问时表示，近年来公司积极拓展海外市 场，成效显著，海外业务盈利情况良好。2025年上半年，公司海外销量达16.10万吨，同比增长 33.17%，其中车用材料销量增速超过50%。目前，公司已在印度、美国、德国、马来西亚、越南、西班 牙、印尼建成7个生产基地，设计总产能超过40万吨/年。未来，公司将加速推进波兰、墨西哥、南非等 基地的建设工作，预计2026年起陆续投产。公司坚定不移地推进"产能出海"与"技术出海"战略，依 托"陪伴客户出海"的模式、全球化的供应链成本优势以及本地化服务能力，持续提升海外市场份额，力 争未来实现海外营收占比突破30%的战略目标。 （文章来源：证券日报） ...

Core Viewpoint - The article discusses the increasing involvement of various companies in the production of PEEK (Polyether Ether Ketone) materials, highlighting significant investments and collaborations in the robotics and advanced materials sectors. Group 1: Company Developments - Huitong Co., Ltd. has acquired a PEEK composite material company, indicating a growing interest in high-performance materials within the industry [1] - Fuchun Dyeing and Weaving recently announced a partnership with a robotics company to develop the world's first exoskeleton robot-specific PEEK material system, showcasing its stable mass production capabilities [2] - Ningbo Huaxiang established a joint venture focused on PEEK materials, aiming for a production capacity of 4,000 tons by Q4 2026, with a cost target of 200,000 yuan per ton [3] Group 2: Investment and Production Plans - Zhejiang Dayang Biotechnology Group plans to invest 193.25 million yuan to establish a production line for 2,000 tons of PEEK and key intermediates, leveraging technology from Dalian University of Technology [5] - The company has a history of producing fluorinated fine chemicals and aims to create a complete industrial chain from fluorobenzene to PEEK [6] Group 3: Financial Performance - Dayang Biotechnology reported a revenue of 910 million yuan in 2024, a slight decrease of 1.03% year-on-year, while its net profit increased by 27.48% to 63.74 million yuan [6][7] - The company maintains profitability despite lower margins, indicating a stable operational performance [6]