汽车夹层玻璃中间膜，是夹在两层或多层玻璃之间的一层有机聚合物材料。它经过高温高压工艺处理，与玻璃永久粘合，是夹层玻璃发挥安全、隔 音、隔热等功能的核心组件。 汽车夹层玻璃中间膜全球市场总体规模 根据 QYResearch 最新调研报告显示，预计 2 03 2 年全球 汽车夹层玻璃中间膜 市场规模将达到 3.66 亿美元，未来几年年复合增长率 CAGR 为 4.5% 汽车夹层玻璃中间膜的主要生产商 | 总部 | / 国家 | 企业名称 | 业务介绍 | | --- | --- | --- | --- | | 日本 | | 积水化学 | 积水化学工业株式会社是一家综合性化学品与高性能材料公司， | | | | | 主要业务涵盖功能性树脂、泡沫材料、工程塑料、医疗器械、建 | | | | | 筑材料及环保产品等的研发、生产与销售，产品广泛应用于汽 | | | | | 车、电子、电器、医疗、建筑与包装等行业。公司以创新材料和 | | | | | 系统解决方案为核心，为客户提供高附加值产品与技术支持，致 | | | | | 力于可持续发展和高效资源利用。 | | 美国 | | 伊士曼 | 伊士曼化工公司是一家全球性专注 ...

在AI重塑材料的时代：产业专家的新定位与新机遇 分享人： 凡喜红(洲省)Fondred 创始人兼CEO SyncPlantXAI 感谢姜总Boris，广君兄的邀请，有机会来到新材料创业者大会的舞台。AI时代 正扑面而来，随之而来的有兴奋，也有普遍的焦虑与不确定性。结合我个人职业履 历跟大家分享一些感悟。 化工材料外企十余年，亲历了传统工业竞争格局的成形与固化；互联网阿里巴 巴四年，感受了数字浪潮下知识普惠与连接力量；如今AI创业两年有余，参与并见 证着AI技术对行业的重塑。正是这三段截然不同的经历，让我形成了一个关于AI与 新材料产业融合的三层思考框架：趋势的迁移、窗口的显现与个人的转型。 第一层：看见趋势——从"知识梯度"的消解，到"数据梯度"的重建 我 们 必 须 清 醒 地 认 识 到 ， 传 统 工 业 竞 争 的 核 心 范 式 正 在 发 生 根 本 性 动 摇 。 过 去，材料、化工等重资产行业仰仗的是构建并维持一个坚实的 "知识梯度"。 这个梯度体现在三个层面： 1.技术壁垒：核心配方、专利、专有工艺，是数十年研发投入的结晶，构成了 最深的护城河。 2.应用壁垒：对下游客户工艺的深刻理解，形成 ...

2025 年 12 月 21 日 基础化工 关注商业航天相关化工材料投资机遇 中美政策力度空前，商业航天迈入黄金发展期 海外方面，马斯克旗下太空探索技术公司（SpaceX）已正式启动 IPO 进程，公司内部股价定为 421 美元/股，对应估值约 8000 亿 美元，较今年 7 月估值水平已接近翻番。与此同时，全球商业航 天卫星发射日趋活跃，截至 2025 年 11 月底，全球已完成 290 次 轨道发射，全年预计突破 320 次，超过 2024 年 261 次的历史记 录，或标志着商业航天卫星产业或正进入加速期。政策层面，美 国特朗普政府于 2025 年 8 月签署《促进商业航天工业竞争》行 政命令，旨在简化发射监管流程、压缩环境评估时限，为 SpaceX 等企业松绑，激发市场活力，同年 12 月，美国政府进一步明确以 2028 年重返月球、2030 年建立月球前哨站为目标的太空计划， 为行业发展持续注入动力。国内方面，"十五五"规划建议明确 提出，要加快新能源、新材料、航空航天、低空经济等战略性新 兴产业集群发展。国家航天局正式设立商业航天司，并发布《推 进商业航天高质量安全发展行动计划（2025—2027 ...

Group 1 - The core message of the article indicates a shift in U.S.-China trade relations from confrontation to dialogue, as emphasized by U.S. Treasury Secretary Scott Bessenet, signaling a more favorable environment for domestic and foreign trade enterprises in the U.S. market [3] - The adjustment in tariff policies is seen as a necessary response to the significant reduction in the U.S. trade deficit with China, which decreased by 25.2% to $175.38 billion from January to September compared to the previous year, with a dramatic 51.7% drop in September alone [6] - The U.S. government has implemented a series of tariff exemptions, including a comprehensive list of nearly 1,000 products, which includes essential technology items like integrated circuits and semiconductors, facilitating exports from domestic tech companies [8][12] Group 2 - The recent tariff exemptions are characterized by their precision, allowing Chinese companies to benefit significantly, as all exempted products are clearly marked with HSUS tax numbers, simplifying the process for companies to confirm eligibility [13] - The electronic information industry is identified as the primary beneficiary of these tariff exemptions, with significant reductions in tariffs for laptops, smartphones, and core components like integrated circuits and printed circuit boards [13] - The chemical industry, particularly in the coatings sector, is poised for growth due to reduced import costs for key raw materials like titanium dioxide and epoxy resin, which will enhance profit margins and stimulate demand from downstream industries [14]

Group 1: Upcoming IPOs - A total of 7 companies are scheduled for IPO meetings, with the highest fundraising target set by Vision Technology at 2.015 billion yuan, aimed at expanding production lines for ultra-high-resolution silicon-based OLED micro-displays and building a research center [1][8] - Shenglong Co. and Gude Electric Materials follow, with planned fundraising amounts of 1.53 billion yuan and 1.176 billion yuan, respectively [1][8] - The geographical distribution of these companies includes three from Jiangsu Province, and one each from Shandong, Anhui, Henan, and Hunan provinces [1] Group 2: Company Profiles - Changyu Group focuses on the research, production, and sales of zirconium products, specialty nylon products, and fine chemical products [3] - Shenglong Co. is a leading large-scale molybdenum company in China, engaged in the comprehensive development and utilization of non-ferrous metal mineral resources, primarily producing, processing, and selling molybdenum-related products [3] - Gude Electric Materials specializes in the research, production, and sales of thermal runaway protection components for new energy vehicle batteries and electrical insulation products [4] - Vision Technology is a global leader in micro-display solutions, with core products including silicon-based OLED micro-displays and value-added services such as strategic product development and optical systems [5] - Chuangda New Materials focuses on high-performance thermosetting composite materials, with products widely used in semiconductor and automotive electronics packaging [6] - Saiying Electronics is involved in the production and sales of electronic components [7] - Ying's Holdings operates in the mother and baby product sector, focusing on nutritional care for infants and young children, with two main business segments: infant food and hygiene products [7]

证券日报网讯12月17日，华润材料（301090）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东人数(含信用账户合并)为23624户。 ...

格隆汇12月16日丨集泰股份(002909.SZ)在互动平台表示，在低空飞行领域，公司为电动垂直起降飞行 器（eVTOL）推出胶漆一体化材料防护矩阵，能够提供从电芯到机身的全链条解决方案，已为小鹏汇 天等客户小批量供货。在商业航空领域，公司与广东粤港澳大湾区黄埔材料研究院、中科创服企业顾问 （广州）有限公司共同出资，于2025年5月22日新设合资公司"广州集天新材料有限公司"来推动国产化 飞机风挡玻璃用胶的研发及生产，目前，相关产品仍处于研发阶段，尚未进入商用，公司将通过该合资 平台持续开展技术开发与产业化准备工作，积极布局高性能航空材料的国产替代。 ...

Company Overview - Hengkun New Materials (SH 688727) announced its board meeting held on December 11, 2025, to discuss the election of non-independent directors for the fifth board [1] - The company's market capitalization is currently 21.3 billion yuan [1] Revenue Composition - For the first half of 2025, the revenue composition of Hengkun New Materials is as follows: - Self-produced SOC accounts for 56.04% - Self-produced BARC accounts for 11.85% - Self-produced silicon-based precursors account for 10.36% - Self-produced KrF photoresist accounts for 4.2% - Introduced silicon-based precursors account for 3.57% [1]

Group 1 - The company Tongyi Co., Ltd. (SZ 300538) announced that as of the date of the announcement, Shao Yunan has pledged a total of 11.43 million shares, accounting for 34.27% of his holdings, while Hua Qingcui has pledged 19.11 million shares, accounting for 49.04% of her holdings [1] - For the first half of 2025, the revenue composition of Tongyi Co., Ltd. is as follows: wholesale (electronic materials) accounts for 56.68%, wholesale (chemical materials) accounts for 32.99%, and manufacturing (chemical industry) accounts for 10.33% [1] - As of the time of reporting, the market capitalization of Tongyi Co., Ltd. is 3 billion yuan [1]

每经AI快讯，同益股份（SZ 300538，收盘价：17.15元）12月10日晚间发布公告称，公司第五届第十一 次董事会会议于2025年12月10日在公司会议室以现场结合通讯会议、记名表决方式召开。会议审议了 《关于部分募集资金投资项目延期的议案》等文件。 截至发稿，同益股份市值为31亿元。 每经头条（nbdtoutiao）——最新1520元，飞天茅台批价两年跌了43%，经销商躺赢神话破灭，当潮水 退去谁在裸泳？ （记者 曾健辉） 2025年1至6月份，同益股份的营业收入构成为：批发业（电子材料）占比56.68%，批发业（化工材 料）占比32.99%，制造业（化工行业）占比10.33%。 ...