Core Viewpoint - The new materials industry in China is at a critical juncture, facing supply-demand imbalances due to a slowdown in effective demand and chaotic supply expansion, but there are signs of marginal improvements that may lead to investment opportunities by 2025 [2][11][20]. Group 1: Demand Improvement and Incremental Opportunities - The aerospace and defense sectors are expected to see a recovery in demand for titanium materials, driven by the replenishment of military orders and the introduction of new equipment [3][42]. - The demand for high-performance carbon fiber is anticipated to increase due to the replacement of old grades and the development of new applications in unmanned and efficient equipment [4][62]. - Ceramic matrix composites are positioned to become key materials for next-generation aircraft engines, with increasing demand as manufacturing processes mature [4]. - Additive manufacturing is entering a new development phase, emphasizing the need for innovation and deep integration with customer requirements to expand application spaces [4]. Group 2: Identifying Relatively Rigid Supply Segments - The refrigerant market is constrained by regulations, leading to limited domestic supply while overseas demand remains strong, resulting in rising prices [6]. - Tungsten, a strategic metal for China, is expected to maintain a tight supply-demand balance due to effective control measures and increasing demand in hard alloys and photovoltaic applications [6]. - The strategic value of rare earth elements has been recognized at the central level, with supply growth slowing and demand increasing, which may stabilize prices and signal a potential industry cycle turning point [6]. Group 3: Innovative Applications Driven by Frontier Technologies - The commercial aerospace sector is driving demand for new materials and processes, particularly in reusable rocket technologies and liquid rocket engines, which will increase the need for copper alloy thrust chambers and thermal barrier coatings [7]. - The rise of artificial intelligence is boosting demand for computing power, leading to increased applications for soft magnetic materials and iron carbonyl powder in power modules [7]. - The development of humanoid robots is expected to drive demand for engineering plastics and neodymium-iron-boron permanent magnets due to lightweight design trends [7]. - The acceleration of superconducting materials' industrialization and applications is worth monitoring for their expansion in downstream technology fields [7].

证券代码：688102 证券简称：斯瑞新材 公告编号：2025-030 陕西斯瑞新材料股份有限公司 关于取消监事会、修订《公司章程》及修订、制定 部分管理制度的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 陕西斯瑞新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 10 日召 开第三届董事会第十八次会议，审议通过了《关于取消监事会、修订 <公司章程> 的议案》《关于新增、修订公司部分管理制度的议案》。现将具体情况公告如下： 一、取消监事会并修订《公司章程》情况 为进一步完善公司治理结构，提高经营管理效率，根据《中华人民共和国公 司法》及《上市公司章程指引（2025 年修订）》《上海证券交易所科创板股票上 市规则》等有关法律法规的规定，结合公司实际情况，公司将不再设置监事会， 监事会的职权由董事会审计委员会行使。为保证公司规范运作，在公司股东会审 议通过公司取消监事会相关议案前，公司第三届监事会及监事应当继续遵守中国 证监会、上海证券交易所原有规章、规范性文件和业务规则以及公司现行的《公 司章程》和公司各 ...

陕西斯瑞新材料股份有限公司 公司章程 二零二五年六月 目 录 陕西斯瑞新材料股份有限公司章程 第一章 总 则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和 行为，根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华人民共 和国证券法》（以下简称"《证券法》"）等法律法规和其他有关规定，制订本章 程。 第二条 陕西斯瑞新材料股份有限公司(以下简称"公司")系依照《公司法》 及其他法律法规和规范性文件的规定，经由陕西斯瑞工业有限责任公司整体变 更成立的股份有限公司。 公司的设立方式为发起设立。在西安市市场监督管理局注册登记，取得统 一社会信用代码为 91610000623115672Q 的《营业执照》。 第三条 公司于 2022 年 1 月 21 日经中国证券监督管理委员会注册，首次向 社会公众发行人民币普通股 40,010,000 股，于 2022 年 3 月 16 日在上海证券交 易所上市。 第四条 公司注册名称 中文名称：陕西斯瑞新材料股份有限公司 英文名称：Shaanxi Sirui Advanced Materials CO., LTD 第五条 公司住所：陕西省西安市高新 ...

Group 1 - Shantou City is focusing on an "industrial city, strong industry" development strategy, aiming to enhance investment and project development to boost economic growth [1] - In the first four months of 2025, Shantou has recorded 2,226 registered investment projects with a total investment exceeding 24.8 billion yuan, contributing to high-quality economic development [1][3] Group 2 - The "Three New, Two Special, One Big" industrial development framework is being actively promoted, with significant contributions from the new generation electronic information industry, which has seen an 11.8% increase in industrial added value [2] - The textile and clothing industry remains a strong support, accounting for 26.2% of the industrial added value among large-scale industries [2] Group 3 - In the first four months, the total investment in key industrial projects reached 10.34 billion yuan, with significant progress in new generation information technology and traditional industry upgrades [4] - The second industry, particularly industrial investments, is the main force in registered investment projects, with 1,963 projects and a total investment of 11.72 billion yuan, representing 47.1% of the total investment [3]

Core Insights - The strategic industry cluster supply and demand matching event for new materials, along with the 9th National Organic Polymer Materials Industry Cluster Trade Fair, was held in Guangzhou, attracting over 300 enterprises, universities, research institutions, and investment agencies, aiming to boost the innovation and development of the new materials industry in the Guangdong-Hong Kong-Macao Greater Bay Area and nationwide [1][2][5] Group 1: Event Overview - The event featured a grand scale with one main venue and three sub-venues, including a new materials trading exhibition, expert forums, investment and financing roadshows, talent recruitment, and an exhibition of entrepreneurial achievements by veterans [1][2] - This year's fair saw record participation with approximately 320 exhibiting companies, including 14 national "specialized and innovative" small giant enterprises, 75 provincial specialized enterprises, and 108 high-tech enterprises, with nearly 3,000 attendees [1][2] Group 2: Industry Development Initiatives - The event served as a significant innovation initiative for promoting specialized industrial cluster development, with the organizer, Huaxin Garden, reporting a cumulative transaction amount exceeding 1 billion yuan from previous fairs [2][3] - Specific measures to support the growth of new materials enterprises were announced, including financial incentives for new entrants to the park, with rewards up to 300,000 yuan and up to 1 million yuan for incubated companies that go public [2][3] Group 3: Innovation and Collaboration - Eight new materials companies signed agreements to join the national organic polymer materials industry cluster, indicating a growing concentration of innovative forces in the region [3] - A signing ceremony for a new materials achievement transformation platform was held, aiming to facilitate the commercialization of research outcomes through an "Internet + New Materials" model [3] Group 4: Exhibition Highlights - The new materials trading exhibition showcased nearly 1,000 innovative materials and technology solutions across seven major areas, attracting over 300 exhibitors and generating an intended transaction amount exceeding 50 million yuan on the day of the event [4] - The exhibition covered the entire industry chain, featuring upstream, midstream, and downstream enterprises, with significant participation from well-known domestic and international new materials companies and research institutions [4]

Core Viewpoint - Shanghai aims to enhance its pilot testing service supply in key industries by establishing around 20 municipal pilot testing platforms by 2027, with a goal of creating 3 national-level platforms [1] Group 1: Pilot Testing Platforms - The implementation plan includes building comprehensive, specialized, and distinctive pilot testing platforms in key industrial sectors [1] - The focus will be on industries such as integrated circuits, large aircraft, gas turbines, and industrial mother machines to improve testing and validation service capabilities [1] Group 2: Software and AI Development - The plan emphasizes accelerating the construction of pilot testing platforms for foundational software, industrial software, and artificial intelligence, including model training and evaluation [1] Group 3: New Materials and Biomanufacturing - There will be efforts to promote the conversion of technological achievements into process packages and complete equipment in fields like new materials and biomanufacturing [1] - The development of contract research outsourcing models will be encouraged [1] Group 4: Future Industry Integration - The initiative aims to facilitate the integration of production, education, research, and application in future industries, shortening the pilot testing maturation cycle and addressing gaps from engineering to industrialization [1]

研究早观点 2025 年 6 月 11 日 星期三 市场走势 分析师： 李召麒 执业登记编码：S0760521050001 电话：010-83496307 邮箱：lizhaoqi@sxzq.com 【今日要点】 【行业评论】非银行金融：行业周报（20250602-20250608）：-券商回 购释放信心，行业估值仍处低位 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,384.82 | -0.44 | | 深证成指 | | 10,162.18 | -0.86 | | 沪深 | 300 | 3,865.47 | -0.51 | | 中小板指 | | 6,358.48 | -0.63 | | 创业板指 | | 2,037.27 | -1.17 | | 科创 | 50 | 982.90 | -1.47 | 资料来源：最闻 【行业评论】化学原料：新材料周报（250603-0606）-发改委印发《意 见》鼓励绿电使用，陶氏出售 DowAksa 全部股权 【山证农业】农业行业周报（2025.06.02-2025.06 ...

维德科技研发的无线调度通信设备，无需光纤和电力支持，有着良好的覆盖能力和续航能力。 由魅视科技研发的路口边缘计算一体机大车右拐应用场景。 专注于激光焊接检测，德擎光学实现激光焊接检测国产化从无到有的突破。受访者供图 激光焊接是一种精度高、速度快的工艺，因此焊接检测设备需要具备更精细、更快速的检测能力。"从 测量分析到结果输出，整个过程在50毫秒内即可完成。"德擎光学制造部总监刘文杰介绍，企业最新产 品实现了AI技术与焊接硬件的紧密结合，漏杀率和过杀率得到进一步降低。目前，德擎光学的检测设 备广泛应用于汽车、电子消费品、新能源及航天航空等行业，并成功进军欧洲、东南亚等地市场。 民企活则经济活。去年5月1日，《广州市支持民营经济发展条例》(以下简称《条例》)正式实施，广州 成为全国首个为民营经济立法的省会城市。一年时间过去，《条例》落实情况如何？广州民营经济发展 取得怎样的成绩单？ 近日，记者随广州市工业和信息化局走访数家广州民营企业了解到，今年一季度，全市民营经济增加值 占GDP比重达43.5%，创近五年新高。民营经济主体突破350余万户，新登记经营主体的数量和增速在 主要城市中均排第一，成为推动广州经济增长的 ...

产业观察 [table_Header]2025.06.10 【新材料产业周报】国能新材自主研发可控交联聚乙烯 项目试车，星传新材等多家新材料公司完成融资 摘要： [Table_Summary] 产业发展动态： 国能新材自主研发可控交联聚乙烯项目成功试车。近日，由国家能源 集团旗下国能新材投资建设、中国化学装备科技公司所属企业中化桂 林公司 EPC 总承包的年产 1.1 万吨新型功能材料工业化生产装置项 目顺利完成机械完工、工艺装置联动调试及投料试车，标志着该新材 料产业化项目正式进入生产准备阶段。（来源：中国石油和化工网） | 产业研究中心 | | | --- | --- | | [Table_Authors] | 钟浩(分析师) | | | 021-38676666 | | 登记编号 | S0880522120008 | | | 肖洁(分析师) | | | 021-38676666 | | 登记编号 | S0880513080002 | | | 鲍雁辛(分析师) | | | 021-38676666 | | 登记编号 | S0880513070005 | 请务必阅读正文之后的免责条款部分 1 of 2 、 ...

[Table_Summary] 产业发展动态： 国能新材自主研发可控交联聚乙烯项目成功试车。近日，由国家能源 集团旗下国能新材投资建设、中国化学装备科技公司所属企业中化桂 林公司 EPC 总承包的年产 1.1 万吨新型功能材料工业化生产装置项 目顺利完成机械完工、工艺装置联动调试及投料试车，标志着该新材 料产业化项目正式进入生产准备阶段。（来源：中国石油和化工网） 中化西部 5 万吨超高分子量聚乙烯树脂项目中交。中化学西部新材 料有限公司年产 5 万吨超高分子量聚乙烯树脂项目(一期工程)近日顺 利完成中交，正式进入投产倒计时阶段。该项目坐落于陕西榆林榆横 工业区，总投资达 8.3 亿元，是西北地区首个规模化超高分子量聚乙 烯树脂生产基地。项目自 2024 年 5 月开工建设以来，仅用一年时间 就完成了主体工程建设，预计 2025 年 8 月即可正式投产运行。（来 源：搜狐网援引色母粒产业网） 产业观察 [table_Header]2025.06.10 【新材料产业周报】国能新材自主研发可控交联聚乙烯 项目试车，星传新材等多家新材料公司完成融资 摘要： 请务必阅读正文之后的免责条款部分 1 of 2 、 产业二 ...