【DT新材料】 获悉，近日，旭化成（Asahi Kasei）展示了两项备受瞩目的碳纤维创新成果： 碳纤维增强聚酰胺树脂UD带 以及基 于再生碳纤维（rCF） 不织布的电磁波屏蔽材料 。 其中， 碳纤维增强聚酰胺UD带 是将碳纤维单向排列并浸渍聚酰胺树脂而成的片状材料。由于纤维方向高度一致，该材料在特定方向上具有极高的强度。 通过改变铺层角度并进行模压成型，开发者可以根据需求定制不同方向强度的成型品。 改材料可用于从折叠屏手机到EV驱动系统。其中，采用该单向带加固的树脂电动汽车电机外壳，模制成环形， 原本约50kg的金属制电机外壳，在使用该 材料后重量仅为5kg，实现了1/10的轻量化。 再生碳纤维（rCF）不织布 是基于再生碳纤维与尼龙纤维混合而成的电磁波屏蔽材料，具有极佳的柔韧性，能够胜任复杂的深拉伸加工，同时具备与金属材 料相当的屏蔽性能，在100MHz以上的频率下，屏蔽效能可达40dB以上。 将该材料应用于逆变器壳体，可比传统的铝铸件减重约50%。此外，该材料还支持钻孔等二次加工，非常适合汽车零部件、无人机、航空航天及电子设备 等领域。 共混改性、弹性体、阻燃体系、激光/回流焊接、 新型助剂、智能制造 ...

Core Viewpoint - The investment strategies for the Beijing Stock Exchange (BSE) in 2026 are focusing on "new quality productivity" and "small and medium-sized growth stocks" as consensus themes among major brokerages [1][2]. Investment Logic Shift - The investment logic for the BSE is shifting from sector-wide increases to deep value exploration of individual stocks, with companies possessing core competitiveness expected to stand out [1]. - Major brokerages are identifying three main investment lines: "Wind Growth," "Joint Expansion," and "New Strong Inclusion," focusing on high-scarcity technology growth, mergers and acquisitions, and quality new stocks [2]. Focus on New Quality Productivity - "New quality productivity" is a central theme for brokerages looking towards 2026, supported by a solid industrial foundation, with 252 specialized "little giant" enterprises on the BSE, over 90% of which are classified as specialized and innovative [2]. - The BSE has established five major industrial clusters, including high-end equipment, information technology, new chemical materials, consumer services, and biomedicine, covering cutting-edge fields such as smart connected vehicles, hydrogen energy, and artificial intelligence [2]. Funding and Allocation Strategies - With policy encouragement, convertible bonds and refinancing tools are expected to become hotspots, providing efficient paths for R&D support for small and medium enterprises [3]. - A combination of top-down and bottom-up strategies is recommended, focusing on scarce companies in emerging industries and selecting potential enterprises based on financial metrics [3]. Market Dynamics - In 2025, up to 34 companies on the BSE are projected to see their stock prices double, indicating strong market elasticity, and the "spring rally" in 2026 is seen as a favorable investment opportunity [3]. - A positive cycle is forming in the BSE, characterized by the gathering of quality enterprises, improved liquidity, institutional empowerment, and performance realization, marking a transition from a focus on "small and beautiful" companies to "strong and enduring" development [3].

2026 年 01 月 11 日 北交所研究团队 对日二氯二氢硅反倾销立案，电子特气迎份额与盈利双升 ——北交所策略专题报告 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 对日二氯二氢硅反倾销立案，电子特气国产化进程有望加快 2026 年 1 月 7 日，商务部发布公告，对原产于日本的进口二氯二氢硅进行反倾 销立案调查；二氯二氢硅是一种化学原料，也是电子特气的一个重要细分品类， 二氯二氢硅主要用于芯片制造过程中的薄膜沉积。对日本进口二氯二氢硅立案调 查若裁定倾销，可能面临反倾销税，进口成本上升将缩小与国产产品的价差，直 接利好国内企业的价格修复与市场份额提升，也将推动国产电子特气替代加速。 电子特气作为关键性电子材料，国产化率却较低、这对国内集成电路等高端产业 的供应链安全性与稳定性带来了较大的挑战，在此背景下，近年来国家各部委相 继出台一系列产业支持政策，积极推动电子特气产业的蓬勃发展。 硅烷科技主要产品涵盖氢气（包括工业氢和高纯氢）以及电子级硅烷气。产品应 用领域包括光伏、液晶面板、半导体、硅碳负极、氢能源汽车等市场。其主要产 品电子级硅烷气是一种电子特种 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司有哪些产品可以应用于商业航天领域？ 沃特股份（002886.SZ）1月11日在投资者互动平台表示，公司LCP材料已批量化向下游航天领域供应链 企业交付产品，用于相关连接器组件使用，具体应用场景由客户负责。目前相关业务占公司整体营收比 例较小，敬请注意投资风险。此外，公司参股的深圳协同创新高科技发展有限公司是深圳市3D打印制 造业创新中心及广东省增材制造装备创新中心的运营主体。协同高科以服务航空航天等重大工业领域产 品的轻量化、高性能、数字化、智能化为目标，在连续纤维、金属及陶瓷材料3D打印增材制造技术方 面均已实现研发与产业化成果。 （文章来源：每日经济新闻） ...

领导干部笔谈 党的二十届四中全会是在以中国式现代化全面推进强国建设、民族复兴伟业的关键时期召开的一次十分 重要的会议。回首"十四五"，肥乡区牢牢把握高质量发展首要任务，推动各项工作加力提效，经济总量 历史性突破200亿元大关，京港澳高速肥乡西互通、申辉石膏缓凝剂等一大批重点项目顺利竣工，中船 派瑞特气填补河北省科创板上市历史空白，县域科技创新能力连续三年位列全省A类县（区），沃土种 业在新三板正式挂牌，粮食生产托管服务模式确定为全国试点县，推动长安商贸城遗留问题、居民小区 非直供电等问题加快破解，先后荣获全国无障碍环境示范县、国家森林城市、省级洁净城市、全省优化 营商环境推动高质量发展先进县（区）。 展望"十五五"，肥乡区将深入学习贯彻党的二十届四中全会精神，认真落实省委工作要求和市委工作安 排，加快建设与邯郸中心城区深度互动、充满活力的现代化新肥乡，打造产城融合示范区、区域发展协 同区、生态宜居先行区，为奋力开创邯郸现代化建设崭新局面贡献肥乡力量。 （来源：邯郸日报） 转自：邯郸日报 肥乡区委书记 李春红 聚力发展新质生产力，构建现代化产业体系。打造"双百亿"特色产业集群，强化"共享智造"赋能，聚焦 化工新 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.10亿元， 其中，买入成交额为1.68亿 元，卖出成交额为2.42亿元，合计净卖出7449.30万元。具体来看，今日上榜的前五大买入营业部中，有 1家机构专用席位现身，即买一，买入金额分别为6447.33万元，营业部合计买入1.03亿元。卖出营业部 中，卖出金额居首的是爱建证券有限责任公司杭州富春路证券营业部，卖出金额为8986.65万元。买卖 金额相抵，机构专用席位今日净买入该股6447.33万元。 1月9日恒坤新材（688727）收盘价60.64元，收盘下跌5.25%，全天换手率30.73%，振幅5.52%，成交额 9.48亿元。科创板交易公开信息显示，当日该股因日换手率达30%等上榜。 恒坤新材1月9日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 6449.33 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 2773.51 | | 国泰海通证券股份有限公司总部 | 2596.23 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 2561.46 | | ...

Company Overview - Guoen Technology is a Chinese supplier focused on new chemical materials and gelatin, collagen upstream and downstream products, serving the chemical and health industries [4] - The company engages in research, production, and sales of products for industrial and commercial use, with clients including manufacturers in automotive, new energy, and home appliances [4] - In the health sector, Guoen Technology's clients include medical and pharmaceutical manufacturers who use its products as raw materials for supplements and medications [4] Market Position - According to Frost & Sullivan, Guoen Technology is the second-largest organic polymer modified materials and organic polymer composite materials company in China by sales revenue, with a market share of 2.5% in 2024 [5] - The company is the largest polystyrene producer in China by production capacity in 2024 [5] - In the health sector, Guoen Technology is the second-largest bone gelatin producer in China by output and the largest domestic brand in the same category [5] Financial Performance - The company reported revenues of approximately RMB 134.06 billion, RMB 174.39 billion, RMB 191.88 billion, and RMB 174.44 billion for the fiscal years 2022, 2023, 2024, and the first ten months of 2025, respectively [6] - The net profit for the same periods was RMB 7.24 billion, RMB 5.4 billion, RMB 7.21 billion, and RMB 7.21 billion [7] - The return on equity for the fiscal years 2022, 2023, 2024, and the first ten months of 2025 was 12.3%, 8.5%, 10.2%, and 9.5%, respectively [10] Industry Overview - The global polymer materials market is projected to grow from RMB 298.9 billion in 2020 to RMB 456.15 billion in 2024, with a compound annual growth rate (CAGR) of 11.1% [12] - China's polymer materials market is expected to expand from RMB 110.8 billion in 2020 to RMB 162.8 billion in 2024, with a CAGR of 10.1% [12] - The organic polymer modified materials and organic polymer composite materials market is anticipated to grow from RMB 84.81 billion in 2020 to RMB 150.38 billion in 2024, with a CAGR of 15.4% [14]

Company Overview - Guoen Technology is a Chinese supplier focused on new chemical materials and upstream and downstream products of gelatin and collagen, serving the chemical and health industries [4] - The company has a diverse customer base, including manufacturers in the automotive, new energy, and home appliance sectors, as well as medical and pharmaceutical manufacturers in the health sector [4] Market Position - According to Frost & Sullivan, Guoen Technology is the second-largest company in China for organic polymer modified materials and organic polymer composite materials by sales revenue, with a market share of 2.5% in 2024 [5] - The company is also the largest producer of polystyrene in China by production capacity in 2024 [5] - In the health sector, Guoen Technology's subsidiary Dongbao Bio has established a comprehensive product layout from collagen peptides to end products, becoming a significant player in the health industry [5] Financial Performance - The company reported revenues of approximately RMB 134.06 billion, RMB 174.39 billion, RMB 191.88 billion, and RMB 174.44 billion for the fiscal years 2022, 2023, 2024, and the first ten months of 2025, respectively [6] - The net profit for the same periods was RMB 7.24 billion, RMB 5.4 billion, RMB 7.21 billion, and RMB 7.21 billion [7] - The return on equity for the fiscal years 2022, 2023, 2024, and the first ten months of 2025 was 12.3%, 8.5%, 10.2%, and 9.5%, respectively [9] Industry Overview - The global polymer materials market is expected to grow from RMB 298.9 billion in 2020 to RMB 456.15 billion in 2024, with a compound annual growth rate (CAGR) of 11.1% from 2020 to 2024 [11] - China's polymer materials market is projected to expand from RMB 110.8 billion in 2020 to RMB 162.8 billion in 2024, with a CAGR of 10.1% [11] - The market for organic polymer modified materials and organic polymer composite materials in China is expected to grow from RMB 303.8 billion in 2020 to RMB 544.8 billion in 2024, with a CAGR of 15.7% [14]

Group 1 - Qingdao Gon Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange on January 9, with China Merchants Securities International as the sole sponsor [1] - The company previously submitted a listing application on June 26, 2025 [1] - Qingdao Gon Technology specializes in new chemical materials and upstream and downstream products of gelatin and collagen, serving the chemical and health industries [1]

Group 1 - The core point of the article is that Qingdao Gon Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with China Merchants Securities International as the sole sponsor [1]. - The company previously submitted a listing application on June 26, 2025 [1]. - Qingdao Gon Technology specializes in new chemical materials and upstream and downstream products of gelatin and collagen, serving the chemical and health industries [1]. Group 2 - The company is engaged in the research, development, production, and sales of products for industrial and commercial use [1].