与此同时，朴烯晶正在加快拓展其产品管线，在高端聚乙烯蜡、特种包装材料等应用场景持续布局。当 前，国内聚乙烯蜡及特种包装材料市场需求旺盛，而高端品类仍严重依赖进口，朴烯晶正以平台化路线 切入此类高附加值细分赛道，逐步填补国内空白。 公司深耕于超高纯聚合物特种材料的自主研发，目前已突破催化剂、聚合工艺、应用场景开发等关键技 术壁垒，率先挺进高稀缺领域。现已开发出超高纯聚合物系列产品，应用于锂电池隔膜、特种纤维材 料、医用材料、半导体芯片行业高端滤材以及人形机器人用高端聚合物材料领域，补足产业链短板，实 现关键材料的国产自主可控。以高性能锂电隔膜料为例，朴烯晶开发的9μm、7μm、5μm超高纯专用料 已处于行业领先地位；公司位于上海化学工业区的工厂，作为全球最大的超高纯高分子量聚乙烯项目之 一，即将实现投产，全面投产后将实现28万吨/年的生产规模。 上海化工区工厂 投资界6月27日消息，近日，朴烯晶新能源材料（上海）有限公司（以下简称"朴烯晶"）完成近5亿元 B+轮融资。本轮投资由浙能集团、舟山市科创基金、重庆科创投、长江车百创投、瑞力文化基金、贝 嘉投资完成。 本轮融资资金将主要用于上海金山工厂超高纯聚合物材料一 ...

6月12日，全球特种材料公司伊士曼宣布，其位于大连的工厂正式启动两条新增生产线。这一重要里程碑标志着伊士曼在扩大产能的同时，持续践行对 可持续发展和绿色制造的承诺。此次扩产进一步彰显了伊士曼致力于投资中国市场，强化本地研发与制造能力的决心，同时也将为中国及亚太地区的客户提 供更可靠、更高品质的汽车膜产品与服务。 伊士曼还在其大连工厂成功实施了先进的工业标准体系，这一重要举措有力保障了全球生产线在质量一致性和卓越运营方面的高标准。 伊士曼执行副总裁兼首席商务官Brad Lich、伊士曼副总裁兼亚太区常务董事Gulferaz Ali、伊士曼亚太区高性能膜业务总经理张波、伊士曼亚太区膜业 务制造总监李建、大连工厂厂长雷中勇等多位高管共同出席了启动仪式。出席启动仪式的当地政府领导包括大连庄河市委副书记、市长孙功利、大连市商务 局副局长李鹤鸣等。此外，伊士曼的重要合作伙伴代表中国建材检验认证集团玻璃事业部总经理韩松，以及龙膜、威固、圣科的渠道合作伙伴代表也应邀出 席。 深化本地布局，完善区域供应链 伊士曼秉持战略承诺，持续深耕本地市场，服务本地客户，助力区域经济发展，培养本地人才。Brad Lich表示："此次扩产将进 ...

来源：科技日报 科技日报记者 韩荣 橘红色的炉火映照着控制屏上的数据，"1150℃恒温达标！"6月11日，在位于山西省晋中市的山西银圣 科技有限公司的氢能退火炉前，技术团队正对硅钢级氧化镁粉进行最后的质量检测。这些采用高温退火 工艺烧结的特种材料即将发往下游的变压器制造企业。 实现了"物理聚合"，如何催化"化学反应"？晋中市创新提出"链式思维"，引导龙头企业与高校深度合 作。在祁县，玻璃器皿产业通过与28所高校组建产学研联盟，研发出无铅水晶玻璃新材料，并推动全产 业链数字化改造。 "20年前，第一次参加广交会只有1.5个展位，如今占据主通道16个黄金展位，"该县一家企业副总经理 梁文胜感慨，"过去单打独斗，如今在政府支持下区域品牌效应提升了三成订单转化率。" 在晋中，类似案例比比皆是。晋中市教育局相关负责人介绍，晋中已建成2个省级市域产教联合体，组 建了"太谷玛钢产业学院""平遥牛肉产业学院""祁县玻璃器皿产业学院"等5家省级特色产业学院，为区 域经济注入强劲动能。 搭建成果转化"鹊桥" 作为国家级专精特新"小巨人"企业，该公司生产厂长马世红向科技日报记者介绍，近年来山西银圣科技 有限公司不断增强科研实力，与 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 优美科 特种材料业务集团 整体表现符合预期。 电池材料解决方案业务集团 各项活动总体表现符合预期。需说明的是，这一新业务集团包含电池正极材料 ¹和电池回收解决方案两大业务单元。 预期当前美国关税政策 对2025年的直接影响有限 美国新关税计划已于四月生效。基于目前可获得的信息，并在采取缓解措施后，预计这些关税在2025年不 会对优美科的运营产生重大直接影响。通过与客户协商，优美科将凭借其客户合同架构、灵活的全球布局 及供应链优势，抵消绝大部分直接影响。 优美科确认2025年展望 一季度表现稳健 优美科 在今年第一季度表现强劲，彰显了自身的基础业务质量以及集团范围内持续推进的增效措施成效， 目前各项增效计划进展顺利。 催化业务集团 第一季度业绩表现良好，其中 汽车催化剂 业务受益于其在汽油催化剂应用领域的市场地位 和客户覆盖。燃料电池与固定源用催化剂以及贵金属化学业务也在年初取得积极开局，进一步推动了整体 业绩。 回收业务集团 第一季度表现强劲。近期小金属、 特种金属 及贵金属价格的上涨提升了贵金属 ...

Financial Data and Key Metrics Changes - The company reported record first quarter margins with EBITDA margins improving by 130 basis points year over year [6] - Sales increased by approximately 4% year over year, excluding the PMI inventory correction, with total sales up about 1% [7] - Adjusted earnings per share for the quarter were $1.13, an 18% increase from the prior year [15] - Adjusted EBITDA reached $48.7 million, representing 18.8% of value-added sales, up 8% with margin expansion of 130 basis points [16] Business Line Data and Key Metrics Changes - Performance Materials segment saw value-added sales of $160 million, up 3% year over year, driven by strength in space and energy markets [16] - Electronic Materials segment reported value-added sales of $77.8 million, slightly up from the prior year, with EBITDA down 8% due to nonrecurring items [18] - Precision Optics segment experienced a decline in value-added sales to $21.5 million, down 13% year over year, with EBITDA showing a loss of $100,000 [21] Market Data and Key Metrics Changes - The aerospace market grew over 30% in the quarter, driven by commercial aerospace and space applications [7] - The automotive market saw a decline of 13% year over year due to lower customer build rates and inventory destocking [9] - The semiconductor market showed signs of gradual improvement, particularly in data storage and advanced logic applications, although power semiconductor shipments remained sluggish [7] Company Strategy and Development Direction - The company aims to achieve a 20% plus EBITDA margin for the year while focusing on operational excellence and structural cost improvements [13] - There is a commitment to minimizing tariff impacts and driving cash generation through working capital improvements and pacing capital investments [14] - The company is actively working with customers to identify opportunities for sales growth in the U.S. market [13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged uncertainty due to tariffs and potential impacts on the second quarter and beyond, but remains focused on performance improvement [11] - The company expects continued strength in aerospace and defense markets, with operational performance and cost improvements driving strong bottom-line results [17] - Management remains optimistic about the semiconductor market improving as the year progresses, despite challenges in the power semiconductor business [19] Other Important Information - The company ended the quarter with a net debt position of approximately $436 million and $172 million of available capacity on its credit facility [22] - Free cash flow improved by $35 million year over year, largely due to inventory reduction initiatives [23] - The company has reduced its capital expenditure expectations by $10 million for the full year [24] Q&A Session Summary Question: Clarification on tariff impacts and EBITDA margin targets - Management confirmed commitment to achieving a 20% plus EBITDA margin despite potential tariff impacts, emphasizing the need for continuous performance improvements [27][30] Question: Impact of freezing orders from buyers in China - Approximately half of the $100 million in annual sales to China is from the semiconductor market, with the rest distributed across automotive and consumer electronics [33] Question: Understanding the expected tariff impact on earnings - The anticipated $0.10 to $0.50 impact on earnings per share in the second half is primarily related to sales going into China, with efforts to mitigate through operational actions [36][43] Question: Customer CapEx plans in the semiconductor sector - Generally, semiconductor customers are not significantly changing their CapEx plans, viewing current uncertainties as short-term [48] Question: Effects of tariffs on product development and collaboration - Product development efforts remain strong, with ongoing collaborations with customers despite the current uncertainty [56] Question: Outlook for aerospace and defense markets - Aerospace and defense markets are expected to continue strong growth, with defense being a good growth market for the coming years [62]