本报讯(肖甜)9月19日，赛伍创新工程学院暨赛伍AI+实验室落成仪式在吴江开发区落成。学院将构建涵 盖创新方法、工程师素养等四大模块的课程体系，实验室致力于探索新技术在研发中的应用。两大平台 将为赛伍"创新创造未来"的核心战略注入强劲动能。 两大平台由苏州赛伍应用技术股份有限公司牵头成立，作为一家综合高分子材料方案解决商，赛伍主要 从事薄膜形态功能性高分子材料的研发、生产和销售。背板出货量累计超100GW，连续6年出货量全球 领先。赛伍创新工程学院融合了赛伍技术（603212）17年实践经验及全球先进工程师培训方法，形成了 涵盖创新方法、工程师素养、现代营销与AI工具四大模块的系统化课程体系，对内部员工、生态伙 伴、高校研究生及社会学员全面开放，致力于系统化、体系化地培养创新型工程技术和经营管理人才。 同步落成的赛伍AI实验室联合苏州大学，引入"AI+新材料"创新思路，通过高通量计算结合AI模型加 速，使材料研发由传统经验驱动转向数据驱动，实现材料设计质变变革，将极大程度补足新材料产业化 程度慢的固有短板。 ...

Core Viewpoint - The article discusses the preliminary results of the 2025 National Science and Technology Awards, highlighting significant advancements in various technological fields, particularly in polymer materials, batteries, and semiconductor materials, with numerous companies and research institutions participating in innovative projects [1][2][3]. Summary by Categories Polymer Materials - A total of 60 projects related to polymer materials have passed the preliminary evaluation, including key technologies for low-carbon recycling of plastic waste and high-performance polyamide 66 industrial yarns [1][3]. - Companies like Jinfa Technology and Dongfang Yuhong are involved in critical technologies for recycling and remanufacturing plastic waste [1][2]. Battery Technologies - The article highlights advancements in battery technologies, including solid-state lithium battery materials and high-energy-density lithium-air batteries, with significant contributions from institutions like the Chinese Academy of Sciences [1][6]. - Notable projects include the development of high-safety, high-efficiency electric vehicle battery systems by companies such as BYD and Changan Automobile [1][13]. Semiconductor Materials - The preliminary evaluation includes projects focused on advanced oxide semiconductor technologies for smart displays, with participation from companies like BOE Technology Group [1][10]. - Research institutions such as Tsinghua University and the Chinese Academy of Sciences are also involved in semiconductor innovations [1][10]. Communication Technologies - Projects related to wireless communication systems and their applications have been recognized, with contributions from companies like ZTE and China Petroleum [1][2]. - The focus is on technologies that enhance wide-area coverage and system reliability [1][2]. Research Contributions - Several prominent researchers and institutions are acknowledged for their contributions, including academic figures from Ningbo University and the Chinese Academy of Sciences, who are involved in cutting-edge research in energy storage and conversion technologies [1][6][13]. - The article emphasizes the collaborative efforts between industry and academia in driving technological advancements [1][6].

Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant developments, including the expansion of production capacities and successful financing rounds for innovative companies [1][3][4] - The introduction of anti-dumping measures by the US against Chinese MDI imports indicates potential market disruptions and pricing pressures [2] Summary by Sections Industry Development Dynamics - Jiuzhou Star Technology has added 12,000 tons of ultra-high molecular weight polyethylene fiber capacity, with plans to increase production to 20,000 tons by the end of 2026 and potentially expand to 40,000 tons in the future [1] - The company aims to capture the civilian market and enhance the potential of "fiber intelligence manufacturing" [1] Investment and Financing Dynamics - Plastic New Technology completed several million yuan in pre-A round financing, focusing on building a 10,000-ton bioenzyme-based recycled PET production line, with expectations to achieve cost parity with virgin PET within three to five years [3] - Qingyun New Materials secured hundreds of millions in C round financing to support the development of next-generation Kunlun super materials and global capacity expansion, maintaining a market share exceeding 33% [4]

Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope characterizing the current state of many companies. The rise of emerging industries in China is expected to lead the next decade in high polymers [1]. Group 1: Conference Overview - The 2025 Polymer Industry Conference, hosted by Ningbo Detaizhong Research Information Technology Co., Ltd., will take place from September 10-12, 2025, in Hefei, focusing on new opportunities in materials, technology, and equipment across various emerging industries [1]. - The conference will feature 55 speakers from international leading companies, industry experts, government, and associations, discussing topics such as AI, low-altitude economy, aerospace, and new energy vehicles [1]. Group 2: Low-altitude Economy and Aerospace Materials - The low-altitude economy is identified as a strategic emerging industry, with 2024 being termed the "Year of China's Low-altitude Economy." Electric Vertical Takeoff and Landing (eVTOL) aircraft are highlighted as key players requiring advanced materials for performance enhancement [7]. - Research on hybrid power systems for low-altitude unmanned aerial vehicles is being conducted, focusing on materials that can withstand marine environments [4]. - The demand for lightweight, high-performance materials in eVTOL applications is emphasized, with specific attention to polyaryletherketone (PAEK) composites and their manufacturing methods [7][16]. Group 3: New Energy Vehicles and Material Innovations - The conference includes discussions on the integration of high-performance polymers in new energy vehicles, with a focus on lightweight materials and thermal management solutions [25][29]. - The importance of polyimide (PI) materials in electric motor insulation is highlighted, showcasing their thermal stability and cost-effectiveness in battery applications [26]. - Innovations in non-metal materials for automotive interiors are explored, emphasizing user-oriented design and comfort [27][31]. Group 4: Electromagnetic Shielding and Communication Materials - The need for advanced electromagnetic shielding materials in communication technologies is addressed, with a focus on carbon nanotube structures and their performance under extreme conditions [50][59]. - The development of thermoplastic electromagnetic shielding materials is discussed, highlighting their applications in various sectors [53]. - The conference also covers the advancements in high-frequency PCB materials for communication devices, emphasizing the evolving requirements in the industry [48][57].

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 在信息爆炸的5G时代，我们每天都在享受高速下载、高清视频通话、低延迟游戏的畅快体验。但你是否想过，支撑这些技术实现的背后，是一场发生在 材料领域的无声革命？高频高速材料正是这场革命的主角。 随着5G商用进程加速，通信频率不断提升，从Sub-6GHz向毫米波波段延伸，对基站和终端设备的材料提出了前所未有的要求。传统材料已经无法满足高 频高速场景下的性能需求，一批特种材料应运而生，成为了5G产业链中的关键一环。 一、高频高速材料的"明星阵容" 1、聚四氟乙烯（PTFE）：高频领域的老将军 PTFE材料堪称高频应用领域的"老将军"，拥有极低的介电常数（Dk1.9-2.1之间）和介电损耗因子（Df约为0.0002~0.002） ，在高频环境下表现出色。这 种材料具有优异的耐热性(-200℃至260℃）、化学稳定性和机械性能。在电子电气领域用于高频电缆绝缘层和耐腐蚀连接器；通常在 化工设备领域作为 耐强酸强碱的管道衬里和密封件，在基站天线、微波射频组件等领域应用广泛。 不过 PTFE也有明显短板：加工难度大、成本高、热 ...

Core Viewpoint - The global chemical industry is undergoing profound changes, with anxiety, confusion, and hope characterizing the current state of many companies. The rise of emerging industries in China is expected to lead the next decade in high polymers [2]. Event Overview - The 2025 Polymer Industry Annual Conference, hosted by Ningbo Detaizhong Research Information Technology Co., Ltd. (DT New Materials), took place in Hefei, featuring 55 speakers from various sectors to discuss new opportunities in materials and technologies related to AI, robotics, low-altitude economy, aerospace, new energy vehicles, and more [2][4]. Keynote Address - Academician Qian Xigao emphasized the deep adjustments in the global chemical industry chain and the new demands for high polymer materials arising from innovations in new applications and business models. He called for collaboration within the industry to tackle challenges and seize opportunities [6]. Awards Ceremony - The 2025 "New Plastic Award" recognized outstanding companies in the engineering plastics industry, aiming to promote innovation and development within the sector. Awards included "Innovative Materials Award," "Innovative Industry Solutions Award," and a special "End-User Innovative Application Award" [7][10]. Industry Insights - Various experts presented on topics such as the development of high-performance engineering plastics, global trends in new materials, and investment opportunities in the Zhoushan petrochemical and polymer industry [15][17][21]. Technological Innovations - Presentations covered advancements in materials for electric vehicles, online curing monitoring systems for resin-based composites, and the integration of AI in material development processes, highlighting the industry's shift towards intelligent manufacturing [29][32][75][77]. Future Directions - The conference underscored the importance of sustainable practices and the need for continuous innovation in materials to meet the evolving demands of industries such as automotive and robotics, with a focus on lightweight, high-strength, and environmentally friendly materials [30][56][67].

Core Insights - The establishment of Saiwu Innovation Engineering College and Saiwu AI Laboratory marks a significant milestone in Saiwu Technology's development, focusing on innovation and talent cultivation in the new materials industry [1][4][5] - The college aims to systematically train innovative engineering and management talents, contributing to both the company's growth and the overall advancement of the industry ecosystem [4] - The AI laboratory represents a forward-looking approach in research and development, transitioning material design from experience-driven to data-driven methodologies, which will enhance the efficiency and effectiveness of material development [2][4] Company Overview - Saiwu Technology specializes in the research, production, and sales of polymer functional materials, primarily adhesive-based films, serving industries such as photovoltaics, lithium batteries, new energy vehicles, consumer electronics, and semiconductors [1] - The company aims to become a platform-oriented enterprise with a diverse application scope, continuously improving its product portfolio across various business segments [1] Educational and Research Initiatives - The Saiwu Innovation Engineering College integrates 17 years of practical experience with advanced training methods from the US, Germany, and Japan, offering a comprehensive curriculum that includes innovation methods, engineering skills, modern marketing, and AI tools [1][2] - The college is open to internal employees, ecosystem partners, graduate students, and the public, aiming to create a talent engine that supports the company's strategic goals and fulfills social responsibilities [1][4] Strategic Goals - The establishment of the college and laboratory is aligned with Saiwu Technology's global strategy and sustainable development goals, aiming to cultivate T-shaped talents that meet industry demands [4] - The company plans to leverage AI and innovation as key drivers for business growth, enhancing competitiveness and user engagement while ensuring sustainable revenue and profit growth [5]

Company Overview - Guangdong Yinhui Technology Co., Ltd. was established in 1997, focusing on high-performance polymer new materials research, production, and sales [2] - The company has established production and R&D bases in multiple locations including Dongguan, Suzhou, and Vietnam to support international expansion [2][3] - Key product areas include modified plastics, smart lighting, 3D printing materials, and electronic chemicals, with applications across various industries such as automotive, aerospace, and new energy [3] Recent Developments - The company has shifted its product structure towards high value-added products and is actively developing emerging customer bases in niche polymer material sectors [4] - The company has a stable customer base in emerging industries such as electronics and service robots [4] Shareholder Structure - The company has been without a controlling shareholder since 2021, leading to a more cautious decision-making process by management [5] - The reduction in shares by original shareholders was due to financial needs and market conditions, with no current plans to introduce a new controlling shareholder [5] Stock Incentive Plans - Following the rejection of a previous stock incentive plan, the company has no immediate plans for a new incentive program, which will depend on operational performance and shareholder support [6] Material Applications - The company is developing materials for humanoid robots and has alternatives to PEEK materials, focusing on lightweight carbon fiber composites [6][8] - Current raw material inventory levels are stable, with procurement strategies aligned with market price trends [7] Financial Performance - The company reported significant growth in its modified plastics and smart lighting sectors, driven by the rapid expansion of low-altitude economy and new service robots [9] - Major clients are experiencing stable order growth, with accounts receivable managed within a 30-90 day credit period [10] Production Capacity - There are no immediate plans for capacity expansion in modified plastics, but adjustments are being made to meet demand from emerging industry clients [10]

Investment Rating - The report indicates a strong market potential for polymer materials, suggesting a positive investment outlook for the industry [1]. Core Insights - Polymer materials, also known as macromolecular compounds, are diverse and have a wide range of applications, making them essential in various sectors such as automotive, electronics, construction, and healthcare [1]. - The Chinese coatings industry shows stable growth, with total production expected to rise from 24.388 million tons in 2019 to 35.341 million tons by 2024, alongside an increase in revenue from 313.23 billion yuan to 408.903 billion yuan [2]. - The global food flexible packaging market is projected to grow from approximately 274.7 billion USD in 2024 to 363.2 billion USD by 2030, driven by increasing demand for sustainable and high-performance packaging solutions [4][7]. Summary by Sections Polymer Materials - Polymer materials can be categorized into natural, semi-synthetic, and synthetic types, and further divided into general, special, and functional polymers based on application [1]. - The characteristics of polymer materials include diversity, lightweight, high strength, excellent processability, and environmental sustainability, making them indispensable in modern technology [1]. Coatings Industry - In 2019, China's coatings industry had a total production of 24.388 million tons and a revenue of 313.23 billion yuan, with projections for 2024 showing a production increase to 35.341 million tons and revenue to 408.903 billion yuan [2]. - The market is segmented into various categories, with water-based architectural coatings holding a 35.09% share, followed by general anti-corrosion coatings at 13.55% [2]. Food Packaging - The food packaging sector is undergoing a structural transformation towards green materials, with a focus on biodegradable and recyclable options due to rising environmental awareness and regulatory influences [4]. - Soft packaging is a significant category within food packaging, with materials like plastics, paper, aluminum, and bio-based films being prominent, emphasizing lightweight and adaptability [4].

Core Viewpoint - Shanghai Pulite Composite Materials Co., Ltd. has shown a significant increase in stock price, with a rise of 5.05% to 15.19 CNY per share, reflecting strong market interest and trading activity [1] Company Overview - Shanghai Pulite was established on October 28, 1999, and listed on December 18, 2009. The company specializes in the research, production, sales, and service of polymer new materials and their composites [1] - The revenue composition of the company includes: - General modified materials: 44.47% - Engineering modified materials: 17.05% - Lithium iron phosphate lithium-ion batteries: 15.42% - Others: 13.35% - Cylindrical lithium-ion batteries: 9.36% - Nickel-based batteries: 0.34% - Polymer soft-pack lithium-ion batteries: 0.03% [1] Shareholder Insights - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Pulite, having increased its holdings by 1.1745 million shares in Q2, now holding 6.1816 million shares, which is 0.8% of the circulating shares [2] - The estimated floating profit from this investment is approximately 4.5126 million CNY [2] Fund Performance - The Southern CSI 1000 ETF (512100) has a total asset size of 649.53 billion CNY and has achieved a year-to-date return of 25.92%, ranking 1847 out of 4223 in its category [2] - Over the past year, the fund has returned 67.73%, ranking 1270 out of 3803 [2] Additional Fund Insights - The Southern Balanced Allocation Mixed Fund (202212) holds 589,700 shares of Pulite, representing 3.46% of the fund's net value, making it the fourth-largest holding [4] - The estimated floating profit from this position is around 430,500 CNY [4] - The Southern Balanced Allocation Mixed Fund (202212) has a total asset size of 1.81 billion CNY and has achieved a year-to-date return of 42.05%, ranking 1311 out of 8246 [4] Fund Manager Information - The fund manager for the Southern Balanced Allocation Mixed Fund (202212) is Wan Zhaohui, who has been in the position for 144 days [5]