智通财经APP获悉，光大证券发布研报称，PEEK凭借其优异性能，在电子电气、航空航天、汽车、能 源及其他工业、医疗等多个领域得到广泛应用。随着我国高端制造持续发展，PEEK材料也有望持续掘 金高端制造，未来需求空间增长广阔，该行持续看好行业未来发展。重点推荐中研股份(688716.SH)、 新瀚新材(301076.SZ)。 光大证券主要观点如下： 一、PEEK：特种工程塑料金字塔塔尖的高性能材料，下游应用领域广泛 PEEK及其碳纤维增强复合材料(CF/PEEK)在航空航天领域发挥着至关重要的作用。用PEEK替代金属制 造飞机部件，如舱门、座椅骨架、机翼固定件、电气线束夹具等，可显著减轻飞机重量。例如，空客 A350XWB机型就采用了PEEK材料的电气线束夹具。在发动机周边，PEEK被用于制造涡轮发动机密封 环、轴承保持架和燃油系统组件，以承受高温燃气和复杂应力。在卫星和航天器上，PEEK则被用于制 造结构支架和热防护部件，利用其耐高低温、耐辐照和低释气性的特点。 自上世纪60年代起，欧美国家的各大公司先后对一系列高性能聚合物进行了大量的研发，但最终真正具 有应用价值且实现产业化的品种不足10个。目前已有三大类 ...

中国人民大学应用经济学院区域与城市经济研究所所长 席强敏：苏滁产业园的模式，其实更多的是把苏州工业园原来的运营模式借鉴过来，通过公司跟管 委会共同进行管理，构建了包含了投融资、运营、招商、后期服务，全周期的一种市场化运营体系。 长江经济带横跨我国东中西三大板块，是我国科技资源最富集、创新创业活力最强的区域之一，也是我国产业集聚的重要区域。如何打破行政壁垒，让人 才、技术、资本在这条经济带上自由流动、高效配置？如何从"单打独斗"走向"协同共进"，努力将长江经济带打造成为有机融合的高效经济体呢？ 滁州地处长江下游北岸，是长江经济带与长三角一体化两大国家战略的交汇点。作为承接长三角产业转移的"桥头堡"，2012年，滁州与苏州打破行政壁垒， 引入苏州工业园成熟经验，通过共建苏滁高新区这一跨区域合作样本，实现了与长三角核心区的深度绑定。如今的苏州公园，不仅是两地文化交融的象征， 更见证了从管理机制到公共服务的一体化协同创新。 作为最早入驻的企业之一，安徽胜华波汽车电器有限公司自2015年投产以来，已陆续投资50亿元建设了四期项目。从最初的4家企业到如今的350多家，苏滁 高新区实现了从传统农村到产城融合示范区的蝶变。 ...

安徽滁州中新苏滁高新区党工委书记、管委会主任郭永付："我们是双主体运营，市委市政府成立园区管委会。在这基础上，中新集团和滁州城投合资成立 了中新苏滁滁州公司，作为开发公司的主体，园区和管委会共同成立联席会议。" 央视网消息（焦点访谈）：长江经济带横跨我国东中西三大板块，是我国科技资源最富集、创新创业活力最强的区域之一，也是我国产业集聚的重要区域。 如何打破行政壁垒，让人才、技术、资本在这条经济带上自由流动、高效配置？如何从"单打独斗"走向"协同共进"，努力将长江经济带打造成为有机融合的 高效经济体呢？今天（1月6日）我们来看几个地方的实践。 滁州地处长江下游北岸，是长江经济带与长三角一体化两大国家战略的交汇点。作为承接长三角产业转移的"桥头堡"，2012年，滁州与苏州打破行政壁垒， 引入苏州工业园成熟经验，通过共建苏滁高新区这一跨区域合作样本，实现了与长三角核心区的深度绑定。如今的苏州公园，不仅是两地文化交融的象征， 更见证了从管理机制到公共服务的一体化协同创新。 作为最早入驻的企业之一，安徽胜华波汽车电器有限公司自2015年投产以来，已陆续投资50亿元建设了四期项目。从最初的4家企业到如今的350多家，苏滁 ...

[Table_scodeMsg1] 联合研究丨公司深度丨富春染织（605189.SH） [Table_Title] "织"道系列 8——富春染织：主业规模稳 步扩张，PEEK 材料未来可期 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 富春染织成立于 2002 年，是国内唯一一家以筒子纱染色作为主营业务的上市公司，围绕自主 品牌"天外天"，依托自主开发的富春标准色卡开展色纱的业务。2025 年公司拓展 PEEK（聚 醚醚酮）业务，PEEK 在汽车、航空航天、电子、医疗行业、人形机器人等领域渗透空间广阔， 目前海外巨头规模领先，国内企业加速追赶，伴随高端场景放量，预计市场规模快速扩增。本 文试图通过分析富春染织主业及 PEEK 行业发展情况，探寻公司未来增长点在何处。 分析师及联系人 [Table_Author] 于旭辉 马太 王明 SAC：S0490518020002 SAC：S0490516100002 SAC：S0490521030001 SFC：BUU942 SFC：BUT911 SFC：BVA881 柯睿 陈信志 SAC： ...

Core Viewpoint - The article discusses the recent advancements in the production of bio-based polyphenylene sulfide (PPS) by Zhejiang Xinheng and the expansion of production capacity by Toray Advanced Materials in South Korea, highlighting the growing market for PPS and its applications in various industries [2][3]. Group 1: Company Developments - Zhejiang Xinheng has successfully launched bio-based PPS products with 100% bio-based content, matching the mechanical performance of traditional products, and has entered the small-scale sales phase [2]. - The total planned production capacity for Xinheng's PPS is 30,000 tons, with 22,000 tons already built and a target utilization rate of 100% by 2024 [2]. - Toray Advanced Materials has completed the expansion of its PPS production line in Gunsan, South Korea, increasing its annual capacity to 13,600 tons [2]. Group 2: Market Landscape - The global PPS resin production capacity is concentrated in Northeast Asia and North America, with the top five producers accounting for 60% of the total capacity [3]. - As of June 2025, China has 250,000 tons of planned PPS projects under construction, with an expected total capacity of 129,000 tons by the end of 2025 [3]. - The domestic consumption of PPS is projected to be 56,000 tons in 2024, with approximately 30,000 tons relying on imports from international giants like Celanese and Toray, resulting in a self-sufficiency rate of only 46.4% [3]. Group 3: Industry Applications - PPS is recognized for its excellent high-temperature resistance, chemical corrosion resistance, flame retardancy, and dimensional stability, making it suitable for various applications [2][3]. - The largest demand for PPS is in the electric vehicle sector, where it is used in components such as explosion-proof battery covers and electronic pumps [7]. - Other significant applications include robotics, electronics, and aerospace, where PPS is utilized in lightweight structural components and circuit board substrates [7].

Core Viewpoints - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the specialty engineering plastics pyramid [1] - The global PEEK consumption is projected to reach approximately 10,203 tons in 2024, with a year-on-year growth of 13.8%, and the market size is expected to reach $1.226 billion by 2027 [1][70] Industry Overview - The PEEK market is characterized by a "one strong, many strong" competitive landscape, with Victrex leading globally, followed by Solvay and Evonik [2][7] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually rising, achieving technological breakthroughs and improving product quality and market recognition [2][7] - The domestic PEEK market is growing rapidly, with a CAGR of 23.5% from 2018 to 2024, increasing from 1,100 tons in 2018 to 3,904 tons in 2024, with a market size of 1.455 billion yuan [1][80] Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs, with approximately 0.8 tons of DFBP required for every ton of PEEK produced [3][7] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan [3] Investment Recommendations - Suggested companies for upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - Companies engaged in PEEK processing and application include Huitong Co., Tongyi Co., and Kent Co. [4] Market Dynamics - The global PEEK market is expected to grow steadily, with a CAGR of 6.8%, while the Chinese market is experiencing explosive growth, indicating that China is both the largest manufacturing base and a pioneer in PEEK innovation [7][70] - The transportation sector is the largest application area for PEEK, accounting for 27% of the market in 2024, followed by aerospace (23%) and electronics (20%) [77] - The rapid rise of the Chinese market is reshaping the global PEEK industry landscape, with significant investments in sectors such as consumer electronics and new energy vehicles [71][72] Challenges and Opportunities - The high cost of PEEK is attributed to the expensive core raw materials and high production costs, which limits its application to high-end fields [50][53] - The long verification cycle for PEEK products poses a significant barrier to commercialization, requiring extensive testing before adoption [55][56] - The industry is seeking breakthroughs through technological innovation, cost reduction, and collaborative development with downstream partners to enhance PEEK's market penetration [60][62]

Core Viewpoint - The article highlights the strategic partnership between Ningbo Huaxiang and Jilin University, focusing on the development and commercialization of PEEK materials, which are essential for various high-tech applications, including robotics and automotive components [2][3]. Group 1: Company Developments - Ningbo Huaxiang announced the establishment of a joint venture, Ningbo Fengmei Pimik New Materials Co., Ltd., which has invested 30 million yuan to acquire a 20-year license for PEEK-related patents and technologies from Jilin University [2]. - The joint venture will focus on the research and trial production of PEEK materials, including polymerization, purification, modification, and composite enhancement processes [2]. - Jilin University has a long history of research in PEEK, having developed the synthesis technology over 30 years, breaking foreign monopolies and achieving significant production milestones [3]. Group 2: Market Context and Competitors - The PEEK market is gaining traction, with several companies reporting advancements in their PEEK projects, including Wanrun Co., which has achieved pilot production with a capacity of approximately 100 tons [5]. - Other companies like Taihe Technology and Zhongyan High Polymer are also progressing in their PEEK projects, indicating a growing interest and competition in the PEEK materials sector [5]. - The demand for PEEK is driven by its unique properties, making it suitable for applications in robotics, where it can enhance performance by reducing weight and noise [4]. Group 3: Industry Trends - The article notes a significant increase in interest in PEEK materials, with various companies announcing new developments and projects, reflecting a broader trend in the industry towards high-performance materials [5]. - The potential applications of PEEK in robotics and automotive sectors are highlighted, emphasizing its advantages such as wear resistance and lightweight characteristics [4].

Core Viewpoint - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] Group 1: PEEK Market Overview - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the specialty engineering plastics pyramid [1] - After over 40 years of development, PEEK has been widely used in automotive, electronics, industrial manufacturing, aerospace, and medical fields [1] - The global PEEK consumption is expected to reach approximately 10,203 tons in 2024, with a year-on-year growth of 13.8%, and the market size is projected to reach $1.226 billion by 2027 [1][70] - The domestic PEEK market is growing rapidly, with a demand increase from 1,100 tons in 2018 to 3,904 tons in 2024, reflecting a CAGR of 23.5% [1][80] Group 2: Competitive Landscape - The PEEK production technology is complex, leading to a competitive landscape characterized by one leader and several strong players, with Victrex being the global leader, followed by Solvay and Evonik [2][7] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually rising, achieving technological breakthroughs and improving product quality and market recognition [2][7] Group 3: Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs, with approximately 0.8 tons of DFBP required for every ton of PEEK produced [3] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan [3] Group 4: Investment Recommendations - Suggested companies for upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - PEEK processing and application companies include Huitong Co., Tongyi Co., and Kent Co. [4] Group 5: Industry Challenges and Opportunities - The PEEK industry faces challenges such as high production costs, long verification cycles, and the need for technological innovation to overcome processing difficulties [50][55][60] - The industry is exploring various avenues for breakthroughs, including technological innovation, cost reduction through vertical integration, and collaborative development with downstream partners [60][62] Group 6: Policy Support - National policies have been established to enhance the self-sufficiency rate of engineering plastics, with a clear focus on PEEK as a strategic new material [64][65] - The strong policy push is a key external factor enabling domestic PEEK companies to rise rapidly and challenge international giants [65]

Group 1 - The demand for PEEK materials is rapidly increasing due to their applications in high-end manufacturing sectors such as aerospace, medical devices, electronics, and new energy vehicles [3] - Companies like Wanrun Co., Ltd. and Taihe Technology have initiated production and testing of PEEK materials, with Wanrun reporting a pilot production capacity of approximately 100 tons [1][2] - The PEEK industry is facing challenges such as high technical barriers, concentrated production capacity, and modification technology difficulties [3] Group 2 - Zhongfu Shenying has successfully developed PEEK products for thermoplastic applications, achieving market validation and initial sales [2] - Jintian Co., Ltd. has collaborated with European material suppliers to overcome international patent barriers, facilitating bulk supply to leading new energy vehicle manufacturers [2] - The upcoming PEEK industry development exchange meeting aims to address key technologies, application expansion, and market opportunities within the PEEK supply chain [3]

Core Viewpoint - PEEK exhibits excellent performance, with downstream development and application expansion driving demand [1] Group 1: PEEK Market Overview - PEEK is a lightweight material with outstanding mechanical, physical, thermal, corrosion resistance, electrical properties, and biocompatibility, ranking at the top of the special engineering plastics pyramid [1] - After over 40 years of development, PEEK has been widely used in automotive, electronics, industrial manufacturing, aerospace, and medical fields [1] - The global PEEK consumption is expected to reach approximately 10,203 tons in 2024, with a year-on-year growth of 13.8%, and the market size is projected to reach $1.226 billion by 2027 [1][70] - The domestic PEEK market is growing rapidly, with a demand increase from 1,100 tons in 2018 to 3,904 tons in 2024, reflecting a CAGR of 23.5% [1][80] Group 2: Competitive Landscape - The PEEK production technology is complex, leading to a competitive landscape characterized by one leader and several strong players, with Victrex being the global leader, followed by Solvay and Evonik [2][7] - Domestic companies such as Zhongyan Co., Pengfulong, and Junhua Co. are gradually rising, achieving technological breakthroughs and improving product quality and market recognition [2][7] Group 3: Key Raw Materials - DFBP is a critical raw material for PEEK synthesis, accounting for about 50% of PEEK production costs, with approximately 0.8 tons of DFBP required for every ton of PEEK produced [3] - In 2023, global DFBP consumption was 6,646.97 tons, with a consumption value of 974 million yuan [3] Group 4: Investment Recommendations - Suggested companies for upstream raw materials include Xinhang New Materials, Zhongxin Fluorine Materials, and Xingfu New Materials [4] - Companies involved in PEEK production include Zhongyan Co., Water Co., and Jinfat Technology [4] - Companies engaged in PEEK processing and applications include Huitong Co., Tongyi Co., and Kent Co. [4] Group 5: Industry Challenges and Opportunities - The PEEK industry faces challenges such as high production costs, long verification cycles, and the need for technological innovation to overcome processing difficulties [46][55] - The industry is exploring various avenues for breakthroughs, including technological innovation, cost reduction through vertical integration, and collaborative development with downstream partners [60][62] Group 6: Policy Support - National policies have been increasingly supportive of PEEK development, emphasizing the need to enhance self-sufficiency and breakthrough key technologies [63][64] - PEEK has been identified as a strategic new material, receiving strong top-level design support from the government [65]