Core Viewpoints - The segmented fields show differentiated growth: semiconductor materials grow at 50%, new energy materials at 52%, and biomedical materials at 87%, while traditional structural materials maintain a stable growth of 8-10% [2] - Emerging fields are rapidly rising: AI servers with high-frequency materials grow at 60%, new energy vehicles with MLCC at 100%, foldable screens with UTG glass at 30%, and hydrogen energy with a 60% localization rate for proton exchange membranes [2] - The industrial chain is changing: semiconductor materials are developed in a bundled manner with "wafer factories + material factories," while new energy materials involve a three-in-one integration of car manufacturers, battery factories, and material suppliers [2] Market Analysis - The Chinese innovative materials market has formed a diversified tiered structure, reaching a total scale of 6 trillion yuan in 2024, with a forecast to exceed 10 trillion yuan in 2025. The segmented fields show differentiated growth: semiconductor materials (50% growth), new energy materials (52%), and biomedical materials (87%) constitute three major growth poles, while traditional structural materials grow steadily at 8-10% [10][11] - The application field is being restructured, with traditional applications (aerospace, automotive manufacturing) dropping from 65% in 2019 to 48% in 2023, while emerging fields like AI servers (CCL usage growth of 60%), new energy vehicles (MLCC demand growth of 100%), and foldable screens (UTG glass demand growth of 30%) are rapidly rising [10] Competitive Landscape and Industrial Chain Evolution - The industry concentration is accelerating, showing a dual-track pattern of "national teams leading + private specialization." China National Building Material Group, as a representative of "national materials," has achieved breakthroughs in carbon fiber and silicon nitride ceramics, with R&D investment exceeding 10 billion yuan in 2023 [12] - The collaborative model in the industrial chain is innovating significantly. In the semiconductor materials field, a "wafer factory + material factory" bundled development model has formed, while new energy materials show a three-in-one R&D model involving car manufacturers, battery factories, and material suppliers [12] Future Market Space - The innovative materials market in China is expected to reach 10 trillion yuan by 2025 and exceed 30 trillion yuan by 2030, maintaining a CAGR of 18%. The growth engines come from deepening domestic substitution, technological iteration dividends, and the expansion of emerging applications [19] - Key areas to focus on include high-end photoresists, aerospace engine materials, solid-state batteries, high-temperature superconducting materials, perovskite photovoltaic materials, high-frequency materials, MLCC, UTG glass, silicon-carbon anodes, AI + new materials, and biodegradable materials [10][19] Policy Environment and Institutional Innovation - The national strategic layout provides strong support, with the Ministry of Industry and Information Technology clarifying key development directions for frontier materials, and local governments increasing support, such as Guangdong Province establishing a 10 billion yuan new materials industry fund [15] - The policy combination has shown significant effects, with the first application insurance compensation mechanism covering 80% of key materials, reducing R&D risks for enterprises by 30% [15] Technological Innovation and Industry Upgrade - The materials genome engineering is revolutionizing the R&D model, significantly shortening the development cycle of new materials [16] - Breakthroughs in production processes are reshaping cost curves, with significant reductions in unit costs and improvements in yield rates for various materials [16] Investment Strategy Recommendations - Focus on three major tracks: high-end semiconductor materials, new energy materials, and biomedical materials. Risk control should pay attention to technological route risks and the competitive landscape of leading enterprises [25][26] - The certainty of domestic substitution is high, with significant opportunities in solid-state electrolytes and superconducting materials [26]

Core Viewpoint - Dongbao Bio achieved a revenue of 885 million yuan and a net profit of 85.98 million yuan in 2024, focusing on the "collagen+" strategy to develop a comprehensive health industry group covering various sectors [2][5]. Group 1: Business Strategy - The company is enhancing its core business around "natural collagen" while developing a comprehensive platform integrating R&D, production, and marketing [3]. - Dongbao Bio is deepening its strategic layout in the pharmaceutical, nutrition, and beauty sectors, while also building an online and offline integrated sales network [3][4]. - The company is expanding into emerging fields by innovating technology and exploring market demands, particularly in new materials applications [3][5]. Group 2: Acquisitions and Production Capacity - In 2024, Dongbao Bio acquired all minority shares of Qingdao Yiqing Biotechnology Co., enhancing its operational management and launching the "New Hollow Capsule Intelligent Industrialization Project" [4]. - The hollow capsule production capacity is expected to reach nearly 70 billion capsules annually after the completion of the expansion project, with a revenue growth of 19.05% in the capsule business [4][5]. Group 3: Market Trends and Innovations - The health awareness among consumers is increasing, leading to steady growth in demand for health foods and beauty products, supported by favorable policies for the health industry [5][6]. - Dongbao Bio is focusing on a dual-driven R&D model of "independent innovation + collaborative research," targeting biomedicine, health foods, and new materials [5][6]. - The company is expanding the application of its blood plasma gelatin into medical fields, including hemostatic materials and drug delivery systems [5][6].

在这里，记者发现，研制新材料产品的初始原料，竟然来自"玉米地"，而吉林正是玉米产业大省。凭 借多年的技术积累，科研团队不断在核心催化剂上取得突破。 4月22日，央视《朝闻天下》"勇毅前行·一季度经济观察"栏目报道新材料应用。长春赛诺海思生物医用 材料有限公司以玉米为原材料，将科研成果转化市场应用。 长春赛诺海思生物医用材料有限公司科创专员孙海：之所以产品上新速度那么快，是因为我们有核心 技术。 企业相关负责人告诉记者，短短两年多，核心技术接连突破，不是靠企业自己研发，而是有一个重要 的合作伙伴，那就是中国科学院长春应用化学研究所。 长春赛诺海思生物医用材料有限公司科创专员刘焱龙：在过去一段时间，我们科技成果转化，往往 是"省内开花、省外结果"，而且在产业链布局上也是"只做头、不做尾"。现在，我们新材料项目，从 实验室的工艺定型到最终的量产，只用了一年的时间。 为了缩短从实验室到生产线的转化距离，眼下，吉林正在探索"双向订单式揭榜挂帅""科技成果先使用 后付费"等各种新模式；同时，在今年一季度，新增派416名"科创专员"入驻362家企业联合开展技术创 新。 吉林省科学技术厅科技发展规划处处长王冰：科技成果转化在 ...

以医美再生材料为切入点拓展至高端再生材料、仿生材料等领域。 凯乘资本表 示： " 创新生物医用材料拥有独特的组织相容性及生物功能性，具备极强的市场潜力， 是我们的重点关注方向之一。美柏生物作为该赛道的杰出代表企业，凭借其创新的 ECM 平台技术， 在消费医疗、再生医学领域均展现了强大的创新能力与商业化潜力。我们相信在肖博和各位股东的共 同努力下，美柏生物必将在生物医用材料领域持续深耕，不断拓展业务版图，为更多患者及用户带来 福祉。 " 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 据 IPO 早知道消息， 近日， 北京美柏医药生物技术发展有限公司（下称 " 美柏生物 " ） 完成数千 万元 A + + 轮融资，由可孚医疗（ 301087.SZ ）领投，中关村科技租赁（ 1601.HK ）提供中长期 资金支持，凯乘资本担任独家财务顾问。 本轮融资募集资金将主要用于进一步推进公司人源细胞外 基质（ ECM ）再生材料系列产品的研发及产业化建设，同时加速推进基于人源 ECM 再生材料的三 类医疗 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Shanghai Haohai Biological Technology Co., Ltd.* 上海昊海生物科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6826） 海外監管公告 本公告乃由上海昊海生物科技股份有限公司（「本公司」）根據《香港聯合交易所有 限公司證券上市規則》第13.10B條的規定刊發。 於本公告日期，本公司之執行董事為侯永泰博士、吳劍英先生、陳奕奕女士及唐 敏捷先生；本公司之非執行董事為游捷女士及黃明先生；及本公司之獨立非執行 董事為沈紅波先生、姜志宏先生、蘇治先生、楊玉社先生及趙磊先生。 * 僅供識別 上海昊海生物科技股份有限公司 2024 年年度报告摘要 公司代码：688366 公司简称：昊海生科 上海昊海生物科技股份有限公司 2024 年年度报告摘要 茲載列本公司在上海證券交易所網站刊登之《上海昊海生物科技股份有限公司 2024年年度報告摘要》，僅供 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 茲載列本公司在上海證券交易所網站刊登之《上海昊海生物科技股份有限公司 2024年年度報告》，僅供參考。 承董事會命 上海昊海生物科技股份有限公司 主席 侯永泰 中國上海，2025年3月21日 Shanghai Haohai Biological Technology Co., Ltd.* 上海昊海生物科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6826） 海外監管公告 本公告乃由上海昊海生物科技股份有限公司（「本公司」）根據《香港聯合交易所有 限公司證券上市規則》第13.10B條的規定刊發。 於本公告日期，本公司之執行董事為侯永泰博士、吳劍英先生、陳奕奕女士及唐 敏捷先生；本公司之非執行董事為游捷女士及黃明先生；及本公司之獨立非執行 董事為沈紅波先生、姜志宏先生、蘇治先生、楊玉社先生及趙磊先生。 * 僅供識別 上海昊海生物科技股份有限公司2024 年年度报告 公司代码：68 ...

为中国的医疗产品厂商提供更具竞争力及性价比的上游医用陶瓷材料产品。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 据IPO早知道消息，近日，苏州宸泰新材料科技有限公司（下称"宸泰新材"）宣布完成超亿元股权融 资，本轮融资由维梧资本领投，中金资本旗下基金跟投，凯乘资本担任独家财务顾问。本轮资金将用 于生产线的建设以及后续产品的迭代研发。 中金资本董事总经理许中超表示，随着中国社会老龄化加剧以及医疗技术提高，关节置换手术量不断 提升。同时，国家人工关节"带量采购"政策对行业格局的重构影响重大，陶瓷股骨头和内衬的国产 替代成为大势所趋，市场潜力可观。宸泰推出 具有自主知识产权的人工髋关节假体产品——氧化锆 增韧氧化铝（ZTA）陶瓷股骨头和内衬 ，该产品能填补国内空白、技术比肩全球标杆，有望逐步打 破国外企业长期垄断的局面，成为国内外关节厂商更具性价比的选择。中金资本看好宸泰的发展前 景，愿为其提供长期助力。 宸泰新材前身为苏州宸泰医疗器械有限公司，成立于2020年，致力于髋关节陶瓷材料的研发、生产 及销售。依托于两位清华大学材料学博士超过30年的技术积累，宸泰新材已经完成粉陶股骨头以及 ...