本次和兴碳纤维碳化环节生产线联调联试的圆满成功，是公司在碳纤维领域布局的重要里程碑，对公司 完善产业链布局、强化核心竞争优势具有积极且深远的影响。此举标志着公司碳纤维产业链布局的关键 核心环节已落地，为公司在高性能碳纤维领域的持续发展奠定了坚实基础。未来，公司将严格按照既定 计划，稳步向T1000级、M级等更高性能标准的碳纤维产品方向有序开展聚合、纺丝等剩余环节的联调 联试工作，力争全面达成项目建设目标，为公司长远发展注入新的增长动力。 格隆汇12月15日丨和顺科技(301237.SZ)公布，控股子公司杭州和兴碳纤维科技有限公司（简称"和兴碳 纤维"）投资建设的年产350吨M级碳纤维项目，于2024年6月开工建设，经过多阶段稳步推进，于近日 顺利完成碳化环节生产线联调联试工作。经专业机构及公司技术团队严格检测验证，本次联调联试产出 的T800级碳纤维产品性能指标达到国际先进水平，相关生产线已顺利进入连续、稳定运行阶段。 ...

本次和兴碳纤维碳化环节生产线联调联试的圆满成功，是公司在碳纤维领域布局的重要里程碑，对公司 完善产业链布局、强化核心竞争优势具有积极且深远的影响。此举标志着公司碳纤维产业链布局的关键 核心环节已落地，为公司在高性能碳纤维领域的持续发展奠定了坚实基础。未来，公司将严格按照既定 计划，稳步向T1000级、M级等更高性能标准的碳纤维产品方向有序开展聚合、纺丝等剩余环节的联调 联试工作，力争全面达成项目建设目标，为公司长远发展注入新的增长动力。 格隆汇12月15日丨和顺科技(301237.SZ)公布，控股子公司杭州和兴碳纤维科技有限公司（简称"和兴碳 纤维"）投资建设的年产350吨M级碳纤维项目，于2024年6月开工建设，经过多阶段稳步推进，于近日 顺利完成碳化环节生产线联调联试工作。经专业机构及公司技术团队严格检测验证，本次联调联试产出 的T800级碳纤维产品性能指标达到国际先进水平，相关生产线已顺利进入连续、稳定运行阶段。 ...

（记者 胡玲） 光威复材（300699.SZ）12月15日在投资者互动平台表示，公司有系列化的碳纤维产品体系和上下游一 体化的业务配套能力，有能力为商业航天提供各种需要的碳纤维材料和配套服务，不过针对应用的量化 细节信息公司无法提供。 每经AI快讯，有投资者在投资者互动平台提问：请问公司的T800级碳纤维复合材料在火箭低轨卫星能 否应用？ ...

东华能源股份有限公司投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 路演活动 ☑ | | | □现场参观 | | | □其他 | | 参与单位名称 | 1:30-3:00 中信证券、中信金资、摩根基金、上银基金、圆信永丰、财通 | | | 基金、天风证券、驼铃资产、华安证券、华富基金 | | | 3:30-5:00 | | | 中金公司、混沌投资、淡马锡、半夏投资、双安资产、中银证 | | | 券、长城证券、弘尚资产、兴业基金、国投证券 | | | （以上排名不分先后） | | 时间 | 2025 年 12 月 11 日 | | 地点 | 上海 | | 上市公司接待人 | 首席科学家朱波、投资者关系总监汤永俊、证券事务代表庞亚 | | 员姓名 | 丰 投资者提出的问题及公司回复情况如下： | | | 1. 茂名碳纤维项目的成本有哪些优势，生产的碳纤维级 别是什么？ | | | 公司碳纤维项目产品为 T800/T1000 高性能级别，成本相 | | | 较于国际、 ...

行 华福证券 基础化工 2025 年 12 月 07 日 业 研 究 基础化工 新材料周报：日本光刻胶或全面断供， 第一股"登陆科创板 投资要点： 行 业 定 期 报 告 本周行情回顾。本周，Wind 新材料指数收报 5015.17 点，环比上涨 0.49%。 其中，涨幅前五的有双星新材(21.79%)、彤程新材(7.9%)、利安隆(7.83%)、南 大光电(7.53%)、道恩股份(6.33%)；跌幅前五的有新亚强(-9.6%)、晨光新材 (-6.92%)、东岳硅材(-6.73%)、中环股份(-5.54%)、硅宝科技(-4.78%)。六个子 行业中，申万三级行业半导体材料指数收报 7465.99 点，环比下跌 0.07%；申 万三级行业显示器件材料指数收报 1153.32 点，环比上涨 6.92%；中信三级行 业有机硅材料指数收报 7137.06 点，环比下跌 4.55%；中信三级行业碳纤维指 数收报 1439.72 点，环比上涨 0.55%；中信三级行业锂电指数收报 3096.06 点， 环比下跌 6.15%；Wind 概念可降解塑料指数收报 2131.67 点，环比上涨 0.27%。 日本光刻胶或全面断供 ...

| | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称 | 天风证券、西部证券、博衍基金、西部利得基金 | | 时间 | 2025 年 12 月 4 日 | | 地点 | 精工科技会议室 | | 上市公司接待 人员姓名 | 黄伟明、金超 | | | 一、公司碳纤维全产业链业务发展情况 | | | 公司碳纤维装备制造领域业务始于 2013 年，于 2015 | | | 年完成国内首台套千吨级碳纤维成套生产线的研发制造， | | | 2020 年首条国产化千吨级碳纤维生产线一次性试车成功 | | | 并交付用户使用。目前在构建完成碳纤维全链高端装备 | | | （原丝装备、碳纤维装备、复材装备）布局基础上，按照 | | | "装备引领、材料协同、应用支撑"的发展战略，在先进 | | | 复合新材料领域加速布局。 | | | 在设备领域上：目前，公司碳化线可覆盖大小束丝碳 | | 投资者关系活动 | 纤维的生产，生产线有效宽幅为 0.4 米—4 米，公司可 ...

【DT新材料】 获悉， 12月3日， 精工科技 公告称，公司中标 湖北裕创碳纤维有限公司 的《武汉青山高性能碳纤维生产基地项目》，中标金额为7.29亿元，占公 司2024年度经审计营业收入的42.16%。 该计划建设2 条 5000吨级高性能 PAN 基碳纤维原丝生产线和 1 条3000 吨级的碳丝生产线。 若公司签订正式合同并顺利实施，将对公司未来经营业绩产生积极影响。目前公司尚未签署正式合同，最终金额和内容以正式合同为准。 资料显示， 湖北裕创碳纤维有限公司 成立于2025 年11月13日，注册资本30,0000万元，位于湖北省武汉市青山区，经营范围包括高性能纤维及复合材料制造，高 性能纤维及复合材料销售等。 该公司由5家公司合资，其中， 浙江思创新材料科技有限公司 系精功科技参股公司，公司通过全资孙公司 浙江创宇新材料科技有限公司 持股 49%；精工（武 汉）复合材料有限公司系精工科技之全资子公司（股权穿透后）；其余股东与公司不存在关联关系。精工科技副总裁倪建勋先生在湖北裕创担任董事。 此前消息，武汉青山区联合精工控股、武投控集团，与浙江思创新材料、裕大华集团、青创投资、湖北绿色化工以及精工（武汉）复材 ...

人民财讯12月3日电，精工科技（002006）12月3日公告，当日，湖北裕创碳纤维有限公司对《武汉青山 高性能碳纤维生产基地项目》招标中标结果进行了公告。公司为此次招标项目采购中标单位，项目中标 金额7.29亿元，占公司2024年度营业收入的42.16%。 ...

Core Insights - The successful production of T1000 carbon fiber in China marks a significant breakthrough in the new materials sector, enabling the country to achieve large-scale production of high-performance carbon fiber, previously dominated by Western companies [1][3][4] Group 1: Technical Specifications and Achievements - T1000 carbon fiber has a diameter of 6-7 micrometers, a tensile strength of 6400 MPa, and a density of 1.7 g/cm³, making it significantly stronger than steel while being lighter [3][4] - The production line in Shanxi has achieved a raw fiber qualification rate of 92%, a substantial improvement from 30%, overcoming previous production challenges [4][6] - Compared to international counterparts, the T1000's tensile strength exceeds that of Japan's Toray T1000, while its density is lower, allowing for lighter and stronger components in aerospace applications [4][9] Group 2: Historical Context and Market Impact - China's carbon fiber development began in the 1960s, with significant reliance on imports until recent advancements allowed for domestic production of T300 and T800 grades [4][11] - The T1000 production signifies a shift from dependence on foreign technology to self-sufficiency, enhancing China's position in high-end manufacturing [6][11] Group 3: Applications and Future Prospects - T1000 carbon fiber is expected to revolutionize various industries, including defense, aerospace, and logistics, by reducing weight and improving efficiency in aircraft and drone designs [9][10] - The material's application in hydrogen fuel cells and lithium battery casings will also contribute to advancements in the renewable energy sector [10] - The establishment of a new materials industry cluster in Shanxi, with 200 tons/year production capacity, is anticipated to drive further innovation and economic growth [11][12] Group 4: Strategic Vision and Future Developments - The Chinese government aims to position the country as a leader in materials science, with ongoing research into T1200 carbon fiber and graphene-enhanced composites [12] - The creation of a "materials innovation ecosystem" is underway, supported by significant funding and research initiatives, indicating a long-term commitment to advancing material technologies [12]

Core Viewpoint - Since the "14th Five-Year Plan," Weihai's market regulatory authorities have focused on the "Quality Strong City" strategy, implementing the "Four Strong Projects" to systematically promote quality improvement and brand building, earning recognition from the State Council for quality construction efforts [1] Group 1: Quality Infrastructure - Weihai has established a "high-energy platform + full-chain service" support system tailored to the needs of eight industrial clusters and ten advantageous industrial chains, including the only national medical device technical standard innovation base and a national carbon fiber industry measurement testing center [2] - The city has set up 13 one-stop quality infrastructure service platforms, providing over 20,000 testing and certification services to more than 2,000 enterprises [2] - The Weihai Food and Drug Inspection Institute has become the first authorized food laboratory at the municipal level in China, with 30 products receiving "正" certification, facilitating the export of local specialties like Wengdong Western Ginseng [2] Group 2: Brand Development - Through a combination of policy support, award recognition, and regional empowerment, Weihai has distributed over 10 million yuan in rewards for brand ecosystem development [3] - The city has achieved notable success in quality awards, with two enterprises nominated for the China Quality Award and seven winning the Provincial Governor's Quality Award, ranking second in the province [3] - Local geographical indication products such as Yantai Oysters and Wengdong Western Ginseng have gained national recognition, with three districts included in the national quality strong county cultivation database [3] Group 3: Innovation and Intellectual Property - Weihai has adopted a path of "technology patenting, patent standardization, and standard industrialization," resulting in the formulation or revision of 10 international standards, 379 national standards, and 126 industry standards over the past five years, with increases of 91.7%, 73.2%, and 20.1% respectively compared to the end of the "13th Five-Year Plan" [4] - The city has implemented a high-value patent cultivation project, leading to 1,026 patent transfer licenses and 1,450 intellectual property pledge financing cases totaling 16.86 billion yuan [4] - As of now, there are 9,118 valid invention patents, with a per capita high-value invention patent ownership of 14.71, and 58 enterprises recognized as national intellectual property demonstration and advantageous enterprises [4] Group 4: Quality Supervision - Weihai is transforming its regulatory model to encompass a full-chain approach of "prevention, control, and traceability," establishing a medical device risk warning system and a full-chain traceability platform for gas cylinders [5] - The city maintains a stable industrial product quality pass rate of over 95% through rigorous quality inspections and has intensified efforts to address illegal activities, fostering a collaborative quality governance framework [5] - During the "15th Five-Year Plan," Weihai will focus on enhancing manufacturing quality, deepening quality infrastructure and industry chain collaboration, and promoting brand cultivation mechanisms to elevate local products and brands to national and international recognition [5]