2025 年 12 月 10 日 行业研究/行业周报 资料来源：常闻 相关报告： 官，有望推动人形机器人产业发展加速- 新材料周报（251124-1128） 2025.12.2 知世界触手可及-电子皮肤行业深度报告 2025.11.21 冀泳洁 博士 执业登记编码：S0760523120002 邮箱：jiyongjie@sxzq.com 王锐 化学原料行业近一年市场表现 执业登记编码：S0760524090001 市场与板块表现：本周新材料板块上涨。新材料指数涨幅为 0.49%，跑输创 业板指 1.37%。近五个交易日，合成生物指数上涨 0.16%，半导体材料上涨 1.96%， 电子化学品上涨 1.87%，可降解塑料上涨 1.66%，工业气体上涨 0.44%，电池化 学品下跌 2.54%。 邮箱：wangrui1@sxzq.com 申向阳 邮箱：shenxiangyang@sxzq.com 新材料 新材料周报（251201-1205） 领先大市-B(维持) 特斯拉人形机器人实现稳定奔跑，产品量产在即推动产业发展加速 摘要 二级市场表现 投资建议 研究助理： 特斯拉人形机器人实现稳定奔跑，产品量产在即推动产业发 ...

天眼查App显示，近日，河北久汇新材料有限公司成立，法定代表人为冯瑞岗，注册资本1000万人民 币，经营范围为一般项目：耐火材料生产;耐火材料销售;专用化学产品制造（不含危险化学品）;专用化 学产品销售（不含危险化学品）;化工产品生产（不含许可类化工产品）;新材料技术研发（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：道路货物运输（不含危险货物）（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，具体经营项目以批准文件或许可证件为准）。 ...

据了解，慧谷新材主营业务为功能性树脂和功能性涂层材料的研发、生产和销售，公司IPO于2025年6 月28日获得受理，当年7月19日进入问询阶段。公司本次冲击上市拟募集资金约9亿元。 在上市委会议现场，上市委要求慧谷新材结合各业务领域下游细分市场竞争格局、技术发展趋势及更替 周期、公司研发投入强度等，说明现有产品的技术迭代风险及收入增长的可持续性。 北京商报讯（记者 马换换 王蔓蕾）12月9日，深交所官网显示，广州慧谷新材料科技股份有限公司（以 下简称"慧谷新材"）创业板IPO当日上会获得通过。 ...

智通财经APP获悉，12月9日，中国证监会国际合作司发布《关于青岛国恩科技股份有限公司境外发行上市备案通知书》。国恩股份(002768.SZ)拟发行不超 过5405万股境外上市普通股并在香港联合交易所上市。 招股书显示，国恩股份是一家以科技创新为核心驱动力、以长期规模效益为目标的综合性企业集团。公司践行"一体两翼"的发展战略，构建了纵向一体化的 产业平台，深耕大化工、大健康两大行业领域。 在大化工行业领域，公司深耕化工新材料产业链，多维度构建"新材料+"产业生态圈，不断完善大化工产业纵向一体化布局。公司以有机高分子材料改性业 务为基石，向上游延伸至苯乙烯、聚苯乙烯、可发性聚苯乙烯及聚丙烯等绿色石化材料业务。与此同时，公司持续深化下游产业布局，深挖电子电器、汽车 工业、新能源、储能等行业多元化应用需求。 ...

智通财经APP获悉，12月9日，中国证监会国际合作司发布《关于青岛国恩科技股份有限公司境外发行上市备案通知书》。国恩股份(002768.SZ)拟发行不超 过5405万股境外上市普通股并在香港联合交易所上市。 招股书显示，国恩股份是一家以科技创新为核心驱动力、以长期规模效益为目标的综合性企业集团。公司践行"一体两翼"的发展战略，构建了纵向一体化的 产业平台，深耕大化工、大健康两大行业领域。 在大化工行业领域，公司深耕化工新材料产业链，多维度构建"新材料+"产业生态圈，不断完善大化工产业纵向一体化布局。公司以有机高分子材料改性业 务为基石，向上游延伸至苯乙烯、聚苯乙烯、可发性聚苯乙烯及聚丙烯等绿色石化材料业务。与此同时，公司持续深化下游产业布局，深挖电子电器、汽车 工业、新能源、储能等行业多元化应用需求。 ...

天眼查App显示，近日，山东宏元新材料科技有限公司成立，法定代表人为刘君洪，注册资本300万人 民币，经营范围为一般项目：新材料技术研发；货物进出口；技术进出口；进出口代理；化工产品销售 （不含许可类化工产品）；化工产品生产（不含许可类化工产品）。（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 - Yulin's development towards the sea exemplifies Guangxi's commitment to integrated land-sea development, with significant infrastructure investments enhancing its port capabilities [1][2] Group 1: Port Development - Yulin has partnered with Beihai City and Beibu Gulf Port Group to construct the Yulin Port, featuring two 100,000-ton berths and three 5,000-ton general berths, with an annual throughput capacity of 7.45 million tons [1] - Since its opening, the port's cargo throughput has increased by 81.56% year-on-year from January to October [1] Group 2: Economic Impact - The establishment of the port has attracted major enterprises like Silver Billion Group and Liugang Group, fostering the development of three industrial clusters in new energy materials, stainless steel materials, and copper-based materials [1] - The Yulin Longtan Port Industrial Park reported a production value of 36.268 billion yuan, reflecting a year-on-year growth of 59.11% from January to October [1] Group 3: Regional Development Strategy - Guangxi's strategy emphasizes a coordinated approach to coastal and inland development, integrating seven key cities to form the China-ASEAN Industrial Cooperation Zone [2] - The marine economy is becoming a significant driver of high-quality economic growth in Guangxi, with 241 industrial projects established, including 27 projects valued at over 10 billion yuan [2] Group 4: Infrastructure and Policy Support - The National Development and Reform Commission's 2019 plan for the Western Land-Sea New Corridor has accelerated the development of the Beibu Gulf Port, with cargo throughput projected to reach 450 million tons by 2024 [3] - Guangxi has initiated over 300 technology projects in the marine economy, with funding of approximately 440 million yuan, enhancing the sector's innovation capacity [3] Group 5: Regulatory Framework - Guangxi has pioneered a model for the joint transfer of sea area usage rights and sea sand mining rights, streamlining the approval process for marine projects [3] - Since the start of the 14th Five-Year Plan, 578 marine project approvals have been granted, covering an area of approximately 458,000 acres, with total investments of about 284.53 billion yuan [3][4]

最新公告列表 截至2025年12月8日收盘，奇德新材（300995）报收于39.25元，较前一交易日上涨3.07%，最新总市值 为33.03亿元。该股当日开盘38.08元，最高39.6元，最低37.91元，成交额达1.1亿元，换手率为4.69%。 近日，奇德新材发布《2025年度向特定对象发行股票募集说明书（修订稿）》。公告显示，公司拟向特 定对象发行股票，募集资金总额不超过27,500万元，用于泰国复合材料及制品生产线建设、年产碳纤维 制品4.5万套扩建及补充流动资金项目。本次发行需经深交所审核及证监会注册后实施，发行对象不超 过35名，发行价格不低于定价基准日前二十个交易日公司股票交易均价的80%。募集资金投资项目的实 施有助于提升公司产能与国际竞争力。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《2025年度向特定对象发行股票募集说明书（修订稿）》 《关于申请向特定对象发行股票的审核问询函回复及募集说明书等申请文件更新的提示性公告》 《国信证券股份有限公司关于广东奇德新材料股份有限公司创业板向特定对象发行股票的上市保 荐 ...

Core Viewpoint - The company emphasizes its commitment to independent technological innovation, external research collaboration, and customer demand-driven new product development and trial production [1] Group 1: Company Strategy - The company is continuously enriching its product matrix in response to market needs [1] - The company has developed a comprehensive material solution for advanced packaging in the semiconductor field, ensuring stable and reliable products and services for customers [1]

Group 1 - Yantai's overall quality level has significantly improved, with Yantai and Longkou receiving quality recognition from provincial authorities, and Longkou being selected as a national quality strong county innovation pilot [1] - Yantai has established a "1+7" service model and developed the first domestic NQI+ service cloud platform, integrating quality elements such as measurement, standards, and inspection [1] - Yantai hosted a provincial quality infrastructure one-stop service conference, with its service case recognized as a best practice by the provincial government and included in the national market supervision authority's typical cases [1] Group 2 - Yantai ranks among the top in the province for high-end brand development, with the introduction of a funding program for quality brand construction, enhancing the reputation of "Quality Yantai" [2] - Wanhu Chemical received the fifth China Quality Award, marking a historic breakthrough for Yantai, while several other companies received provincial quality awards [2] - Yantai has developed quality improvement actions for key industrial chains, including automotive and chemical industries, with the chemical industry selected as a national pilot for quality linkage [2]