查看完整报告 特别申明： 点击注册小程序 MOFs材料下游应用领域十分广泛 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 2025年诺贝尔化学奖授予在金属有机框架材料领域有杰出贡献的三位科学家 2025年10月8日，瑞典皇家科学院宣布将本年度诺贝尔化学奖授予在金属有机框架材料（Metal-Organic Frameworks, MOFs）领域做出开创性贡献的三位科学家：北川进（SusumuKitagawa，日本）、理查德·罗 布森（RichardRobson，英国）、奥马尔·M·亚吉（Omar M.Yaghi，约旦裔美国籍。这三位科学家通过其奠 基性的工作，成功设计并合成了这种由金属离子与有机分子自组装而成的高度有序的多孔晶体材料，为材 料科学开辟了一个全新的分支，并为解决全球性的能源、环境和健康问题提供了前所未 ...

□四川日报全媒体记者 祖明远 绵阳观察 郭超英 少必入川 10月10日，在四川东材科技集团股份有限公司（简称东材科技）实验室内，团队研发人员有条不 紊地将一瓶瓶看似普通的白色粉末进行分类整理。这些白色粉末，就是承载着AI算力服务器信号 传输使命的高频高速特种树脂材料。如今，这些材料已广泛应用于英伟达、华为等企业的AI算力 服务器中，成为数字信号传输的"高速公路"。 这些产品凭借技术领先优势而供不应求，实现了对国际同行从"追赶"到"领跑"的跨越。作为这些 创新产品的研发负责人，1986年出生于重庆永川的周友，亲身经历了这段激动人心的技术赶超历 程，并从一名普通研发人员成长为公司分管研发的副总经理和研究院院长。 周友拥有北京理工大学材料科学与工程专业博士学位。2015年博士毕业后，他来到绵阳加入东材 科技，从事研发工作，并选择了一个当时相对小众的赛道——高频高速特种树脂材料。这种材料 在传递数字信号时能减少损耗，其核心指标"介质损耗"从2017年起步时的万分之五十，降至如今 量产产品的万分之五，实验室技术更是达到万分之三以下的全球领先水平。 "过去的信息传输材料好比乡村土路，现在的新型材料相当于高速公路。"周友说 ...

（记者 王瀚黎） 同益股份（300538.SZ）10月9日在投资者互动平台表示，公司深耕材料领域，可向锂电池行业提供专业 的阻燃PC及ABS材料，助力下游产品安全性能提升。 每经AI快讯，有投资者在投资者互动平台提问：公司哪些产品可以应用锂电池领域？是否有产品订 单？ ...

具体来看，比如高端聚烯烃、工程塑料、高性能纤维、功能性膜材料和电子化学品，自给率只有 65%-80%，依然得大量依赖进口。利润表现上也差距明显：通用塑料这几年才勉强盈亏平衡，通用工程 塑料利润还在下滑，而特种工程塑料却始终保持高利润，堪称"材料界的隐形冠军"。 （来源：WELINK化工） 谁说塑料没市场了？官方数据显示新材料市场可是个1.3万亿的"大块头"，近十年还以超过10%的速度在 狂奔。 而且最重要的是里头还真有不少"卡脖子"的材料缺口——整体自给率连60%都不到！这不机会不就来了 么！ 目前全球市场主要被Syensqo、巴斯夫、塞拉尼斯、东丽等国际巨头主导，国内布局较广的只有金发科 技和沃特科技，新和成、德众泰等在个别产品上领先，但整体产品线和稳定性仍有差距。 但随着国家重点发展的9大战略性新兴产业和6大未来产业的快速崛起，人形机器人、量子计算、6G设 备、脑机接口等创新产品都离不开这些高性能材料。预计"十五五"期间，消费量年均增速仍将保持在 10%以上。 预计到2027年，市场规模将冲到1.8万亿元。 但如果想抓住这次机遇，挑战依然不小：研发创新、核心技术、人才短缺、工艺协同、国际竞争、资金 风险… ...

Group 1 - The Ministry of Industry and Information Technology announced the fourth batch of characteristic industrial clusters for small and medium-sized enterprises for 2025, with six clusters from Jiangsu province successfully selected [1] - Jiangsu province has a total of 19 national-level characteristic industrial clusters listed in the previous three batches [1] Group 2 - The CNC machine tool functional components cluster in Lishui District, Nanjing, has 21 provincial-level innovation platforms and has participated in the formulation of 7 national standards, with 70% of its products achieving import substitution [2] - The Wujin District in Changzhou is a core gathering area for the robotics industry, producing over 40,000 various robots annually, with a total industry scale exceeding 20 billion yuan [2] - The Wujiang District in Suzhou has established a comprehensive integration advantage in the simulation fiber materials industry, with a total output value of 27.499 billion yuan [2] - Rudong County is a major gathering area for wind power equipment in Nantong, with 32 wind farms and an offshore wind power installed capacity of 4.83 million kilowatts, accounting for approximately 40% of the province's total [2]

中新网广州10月1日电 题："优秀建设者"杨正高：科技创新是企业的生命力，不进则退 创业初期的聚石化学，是一间不起眼的科技小公司。杨正高回忆，为攻克首个阻燃体系，团队在简陋条 件下反复试验，甚至把实验室"搬"到客户工厂，历经57次失败才最终突破技术瓶颈，拿到国际安规UL 标准认证——这一突破不仅打破国际巨头垄断，更让国产阻燃材料在全球市场站稳脚跟。 如今，聚石化学已成长为以阻燃材料为核心的科创板上市企业，多年来持续加码投入研发，2023年研发 经费达1.28亿元，占营收3.5%；2024年研发经费增至1.39亿元，为企业构筑起技术壁垒。 为激发研发团队活力，杨正高主导推出股权激励计划，以聚石研究院为孵化平台，构建"自主研发+产 学研结合"的创新模式。截至今年6月，公司累计获得授权专利425项，其中发明及境外专利234项。 一系列核心技术突破填补内地空白：高性能防火涂料成功应用于石油钻井平台，打破国际巨头长期垄 断；当前正攻关的碳纤维增强轻量化材料、耐烧蚀高性能阻燃材料，更是瞄准新能源、低空经济等新兴 领域，为产业链升级提供创新方案。 "企业不是孤立的个体，它生长在社会土壤里，必须懂得反哺。"杨正高表示，站在新 ...

Core Viewpoint - As of September 25, 2025, 32 listed companies in the A-share market have released their performance forecasts for the third quarter, with a significant number indicating substantial profit growth, while some companies are expected to report losses [1][2]. Group 1: Performance Forecasts - 32 companies have issued performance forecasts, with 18 expecting profits, 9 anticipating losses, and 5 indicating uncertain performance [1]. - Among the companies forecasting profit growth, three are expected to see over 100% year-on-year increases: Wanhua Chemical, Changchuan Technology, and Brothers Technology [1][2]. Group 2: Specific Company Forecasts - Wanhua Chemical anticipates a net profit of 340 million to 420 million yuan, representing a year-on-year increase of 69.81% to 109.77%, driven by increased export volumes and reduced raw material prices [1]. - Changchuan Technology expects a net profit of 827 million to 877 million yuan, reflecting a year-on-year growth of 131.39% to 145.38%, attributed to strong market demand in the semiconductor industry [2]. - Brothers Technology forecasts a net profit of 100 million to 115 million yuan, with a year-on-year increase of 207.32% to 253.42%, due to rising prices of certain vitamin products and improved production efficiency [2]. Group 3: Stock Performance - The stock prices of Wanhua Chemical, Changchuan Technology, and Brothers Technology have seen significant increases in September, with respective gains of 13.2%, 58.31%, and 15.78%, outperforming the CSI 300 index [2]. Group 4: Companies with Declining Performance - Dongfang Carbon, a company listed on the Beijing Stock Exchange, expects a net loss of 58 million to 60 million yuan, marking a year-on-year decline of 62.69% to 68.3%, attributed to reduced market demand and falling sales prices [2].

格隆汇9月25日丨美联新材(300586.SZ)在投资者互动平台表示，公司EX产品可用于制造高端芯片封装载 板，目前暂时未与美光公司达成合作意向。 ...

Monetary Policy - The central bank will conduct a 600 billion yuan Medium-term Lending Facility (MLF) operation on September 25, with a one-year term [1][2]. Digital Economy - The Ministry of Commerce and nine other departments issued policies to promote service exports, emphasizing the acceleration of international data service business development [1][2]. - A joint guideline from eight departments encourages the development of digital consumption, urging companies to innovate and increase the supply of AI terminal products [3]. Gaming Industry - The National Press and Publication Administration announced that 145 domestic online games and 11 imported games received approval for publication as of September 2025 [2]. Energy Sector - The China Electricity Council predicts that the national electrification rate will grow steadily at an average annual rate of about 1 percentage point during the 14th Five-Year Plan, reaching around 35% by 2030, exceeding the OECD average by 8-10 percentage points [2]. AI Infrastructure Investment - Alibaba plans to invest 380 billion yuan in AI infrastructure, with expectations of a tenfold increase in energy consumption for its global data centers by 2032 [5]. - North American cloud providers, including Google, Microsoft, Meta, and Amazon, are expected to invest over 350 billion dollars in AI infrastructure this year, with projections exceeding 400 billion dollars by 2026 [6]. Construction Materials - The Ministry of Industry and Information Technology and other departments released a plan for stable growth in the building materials industry, prohibiting new cement and flat glass production capacity [7]. - The plan aims to optimize supply and demand dynamics, with expectations for cement prices to rise and regional leading enterprises to recover profitability [7]. Company Developments - Guoer Co., Ltd. leads in micro speakers, MEMS acoustic sensors, VR/MR products, AI smart glasses, and other smart wearable devices [4]. - Huayi Group expects a net profit of 340 million to 420 million yuan for the first three quarters of 2025, representing a year-on-year increase of 69.81% to 109.77% [8]. - Heng Rui Medicine has reached a milestone payment agreement for its innovative drug project, with potential payments up to 1.093 billion dollars [9]. - PetroChina Oilfield Services signed a contract worth approximately 2.553 billion yuan for an overseas project [10]. - Jicheng Electronics won a bid for a project with the State Grid, totaling approximately 81.836 million yuan [11].

证券日报网讯同益股份（300538）9月22日在互动平台回答投资者提问时表示，作为中高端化工及电子 材料供应链一体化综合解决方案商，公司复合材料板棒材可被广泛应用于无人机、新能源汽车、半导 体、军工装备、智能自动化设备、光伏、高铁、医疗器械、桥梁基建等多个应用场景。公司产品已被应 用于无人机、新能源汽车、航天航空、智能穿戴等领域。 ...