天眼查App显示，近日，顺界未来新材料（惠州）有限公司成立，注册资本3万人民币，经营范围为一 般项目：模具制造；模具销售；新型膜材料制造；新型膜材料销售；塑料制品制造；塑料制品销售；通 用设备制造（不含特种设备制造）；显示器件制造；电子产品销售；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；新材料技术推广服务；电子元器件批发；电子真空器件销售；电子专 用材料销售；电力电子元器件销售；电子真空器件制造；电子元器件制造；电力电子元器件制造；其他 电子器件制造；互联网销售（除销售需要许可的商品）；国内贸易代理；货物进出口；进出口代理。 （除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：特定印刷品印刷；文件、 资料等其他印刷品印刷。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目 以相关部门批准文件或许可证件为准）。 ...

Group 1 - Guangzhou Renhe New Materials Technology Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The company focuses on the sales of 3D printing basic materials and various advanced materials including metal-based composites and ceramic-based composites [1] - The business scope includes research and development of bio-based material polymer technology and sales of superconducting materials [1] Group 2 - The company also engages in the sales of high-performance fibers and composite materials, as well as ecological environment materials [1] - Additional offerings include technical services, development, consulting, and promotion related to new materials technology [1] - The company is involved in the sales of graphene materials and new catalytic materials and additives [1]

Core Viewpoint - Guangzhou Yuhui New Materials Technology Co., Ltd. has been established with a registered capital of 500,000 RMB, focusing on various sales and technology services in the new materials sector [1] Group 1: Company Overview - The company is legally represented by He Huijun and has a registered capital of 500,000 RMB [1] - The business scope includes internet sales, daily necessities sales, import and export of goods, and technology promotion services [1] Group 2: Business Activities - The company engages in the sale of various products including coatings, chemical products, cosmetics, automotive decoration supplies, and biological chemical products [1] - It also focuses on research and development in new materials technology, including bio-based materials and high-performance metal materials [1] - The company is involved in the sales of specialized chemical products, disinfectants, and various construction materials [1]

Company Overview - Zhongshan Jingxuan New Materials Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Liang Qiaoxia [1] Business Scope - The company engages in the sales of new metal functional materials and new ceramic materials [1] - It also sells engineering plastics, synthetic resins, and artificial boards [1] - The company is involved in the manufacturing and sales of doors and windows, as well as installation services for indoor wooden doors and windows [1] - It offers a range of building decoration materials, hardware products wholesale, and daily wooden products sales [1] - The company provides furniture installation and maintenance services, along with furniture sales [1] - It is engaged in metal doors and windows engineering construction, hardware product research and development, and new materials technology research and promotion services [1]

Investment Rating - The investment rating for the company is "Buy" with a target price of HKD 6.15 [6][7]. Core Views - The company reported a turnaround in profitability in Q2 2025, achieving a revenue of CNY 466.4 billion, a year-on-year increase of 0.4%, and a net profit of CNY 18.8 billion, compared to a loss of CNY 6.7 billion in the same period last year [1][6]. - The company is expected to continue its high-quality growth, particularly in the basic building materials sector, amidst a competitive environment, while the special fiber cloth segment is anticipated to drive growth in the new materials sector [1][6]. Summary by Sections Basic Building Materials Division - In the first half of 2025, the revenue from the basic building materials division was CNY 372.0 billion, a decrease of 8.8% year-on-year, but the profit turned positive with a total profit of CNY 1.6 billion, reflecting a gross margin increase of 7.3 percentage points to 16.1% [2]. - The sales volume of cement and clinker was 97.78 million tons, down 14.1% year-on-year, which is significantly higher than the national average decline of 4.3% [2]. - The average price of cement and clinker was CNY 249.8 per ton, up 3.6% year-on-year, indicating a slight decrease compared to the average price of CNY 250.6 per ton in 2024 [2]. New Materials Division - The new materials division achieved a revenue of CNY 267.6 billion in the first half of 2025, a year-on-year increase of 13.6%, with a gross margin of 23.3%, down 0.4 percentage points [3]. - Sales volumes for fiberglass, wind turbine blades, lithium battery separators, and carbon fiber increased by 1.1%, 102.9%, 59.6%, and 51.2% respectively, while their average prices saw changes of +12.3%, -9.7%, -23.7%, and -16.6% [3]. Engineering Services Division - The engineering services division reported a revenue of CNY 213.1 billion in the first half of 2025, a year-on-year increase of 3.6%, but the overall gross margin decreased by 2.6 percentage points to 16.0% [4]. - The core subsidiary, China National Materials International, signed new orders worth CNY 41.2 billion, an increase of 11% year-on-year, with overseas orders growing by 19% [4]. Profit Forecast and Valuation - The company maintains a profit forecast of CNY 42 billion, CNY 51 billion, and CNY 61 billion for the years 2025 to 2027, respectively, with corresponding EPS of CNY 0.55, CNY 0.68, and CNY 0.80 [5]. - The target price has been raised by 28% to HKD 6.15, based on a P/E ratio of 10.2x for 2025, which is a 15% premium over the historical average [5].

Core Insights - A new company, Pingxiang 268 New Materials Co., Ltd., has been established with a registered capital of 1 million RMB, indicating a focus on the new materials sector [1] Company Overview - The legal representative of the company is Wang Yinglan, suggesting a potential leadership structure [1] - The company is engaged in a wide range of activities, including the sale of construction materials, insulation materials, and various metal products, which positions it within the construction and materials industry [1] Business Scope - The company’s business scope includes licensed projects such as road cargo transportation (excluding hazardous goods), which requires approval from relevant authorities [1] - General projects include sales of building materials, magnetic materials, non-metallic minerals, cement products, and high-performance metal materials, indicating a diverse product offering [1] - Additional services include engineering management, equipment leasing, safety consulting, and technical services, reflecting a comprehensive approach to the construction and materials market [1]

天眼查App显示，近日，江西佳雄新材料有限公司成立，法定代表人为华青，注册资本290万人民币， 经营范围为一般项目：有色金属合金销售，国内贸易代理，建筑材料销售，木材销售，软木制品销售， 日用木制品销售，机械设备租赁，五金产品批发，五金产品零售，体育用品及器材零售，体育用品及器 材批发，电子产品销售，电力电子元器件销售，化工产品销售（不含许可类化工产品），煤炭及制品销 售，金属材料销售，金属链条及其他金属制品销售，橡胶制品销售，汽车零配件批发，建筑装饰材料销 售，机械设备销售，新能源原动设备销售，机械电气设备销售（除依法须经批准的项目外，凭营业执照 依法自主开展经营活动）。 ...

Core Insights - The establishment of the Shunling Environment's production base in Maoming marks a significant achievement in the collaboration between Foshan and Maoming, with a total investment of 1 billion yuan and a record-setting project completion time of 200 days [1][2] - The Foshan-Maoming collaboration has led to the signing of 127 projects with a total planned investment of 498.68 billion yuan, showcasing a shift from "one-way blood transfusion" to "mutual win-win" regional development [2][9] Industry Collaboration - The Shunling Environment project is the first major initiative introduced by the Foshan-Maoming command post in Maoming, highlighting the effective communication and cooperation between the command post and corporate leaders [2] - The command post has implemented innovative recruitment strategies, including "state-owned enterprise customized development" and "scene-based recruitment," to attract investments and facilitate industrial transfer [3] - The establishment of the "reverse flying land" mechanism has allowed Maoming to set up collaborative projects in Foshan, enhancing cross-regional cooperation [3] Team Efficiency - The Foshan-Maoming command post consists of 44 personnel, equally divided between the two cities, working closely to ensure efficient project execution and investment attraction [5][6] - The command post has achieved a remarkable pace of "signing one project per week and landing one project every two weeks," demonstrating high operational efficiency [6] Social Development - The collaboration has extended to rural and social sectors, with over 1 billion yuan invested in 20 typical villages in Gaozhou for comprehensive quality improvement projects [8] - Educational and healthcare collaborations have been established, with 103 schools and hospitals working together to enhance local services and create job opportunities [8] Recognition and Future Outlook - The Foshan-Maoming collaboration has been recognized as a model case in the provincial "Hundred-Thousand-Ten Thousand Project," providing valuable experience for regional coordinated development [9]

中化新网讯日前，重庆经济和信息化委员会公布《2025年重庆市创新型中小企业申报和复核通过名 单》。830家企业申报通过，1724家企业复核通过，涉及多家石化、化工、新材料企业。 据了解，此次未参加复核的2022年创新型中小企业，属于有效期内专精特新中小企业且满足评价认定基 本条件的，其创新型中小企业有效期与专精特新中小企业有效期保持一致，其余未参加的企业和未通过 此次复核的企业，即日取消其创新型中小企业称号。 据记者梳理，在申报通过的830家企业中，涉及石化、化工、新材料的企业有中石化重庆页岩气有限公 司、重庆宜亚新材料科技有限公司、重庆华希活性炭有限公司、重庆富地化工有限公司、重庆江南化工 （002226）科技有限责任公司等。在复核通过的1724家企业中，涉及石化、化工、新材料的企业有中化 重庆涪陵化工有限公司、重庆腾泽化学有限公司、中化学华陆新材料有限公司、立邦涂料(重庆)化工有 限公司、重庆卡贝乐化工有限责任公司等。 ...

中国发展网讯 李揽月 记者朱波报道 8月27日，天津市发展改革委在天津爱思达新材料科技有限公司组 织召开2025年第7次民营企业调研座谈会。会议由市发展改革委副主任刘涛主持，南开大学教授戴金平 出席并围绕当前经济形势和政策导向作专题解读。市发展改革委综合处、环资双碳处、民营经济发展 处、规划处等相关处室负责人参加座谈。 此次座谈会是天津市持续优化民营经济发展环境、构建亲清政商关系的系列举措之一，旨在通过面对面 沟通，切实帮助企业纾困解难，推动民营经济实现健康可持续发展。 爱思达新材料科技有限公司董事长兼CEO张毅、天津联萌电子商务有限公司董事长张彦林等7家来自新 材料、电子商务、高端制造等领域的头部民营企业代表参会，围绕企业发展成效、现实困境及未来方向 进行了深入交流，并就优化营商环境、增强政策协同、推动技术创新、拓宽融资渠道等方面提出多项建 议。 刘涛在总结中表示，市发展改革委将认真梳理企业反映的问题和建言，逐项研究、推动解决，持续完善 服务机制，强化政策支持，进一步激发民营经济活力和创造力，为天津高质量发展注入新动能。 此次调研座谈会是在深入学习贯彻习近平总书记关于民营经济的重要论述和在民营企业座谈会上的 ...