在电子材料国产替代浪潮持续深化的背景下，国内高分子材料龙头企业——利安隆（300596） （300596.SZ）的新兴业务布局再提速。继切入电子级PI材料赛道构建核心竞争力后，公司此次以5000 万元战略增资斯多福，精准卡位高端电子胶黏剂赛道，既是其电子材料产品矩阵的关键延伸，更是国产 替代战略向细分核心领域纵深推进的重要信号，为产业链自主可控再添关键布局。 11月27日晚间，利安隆对外披露重磅投资公告，公司拟以自有资金5000万元战略增资深圳斯多福新材料 科技有限公司，认购其新增注册资本178.5714万元，剩余4821.4286万元计入资本公积金。本次增资完成 后，利安隆将持有斯多福25%股权，这是继并购韩国IPITECH INC.切入电子级PI材料赛道后，公司在电 子材料领域的又一重要布局，标志着其国产替代战略向高端胶黏剂领域纵深推进。 作为深耕高分子材料领域的领军企业，利安隆主营业务涵盖高分子材料抗老化助剂、润滑油添加剂等核 心板块。全景网注意到，近年来，公司加速向电子级新材料等高附加值领域拓展。2024年以来，公司旗 下韩国IPI公司的电子级PI材料已在柔性OLED显示、高端FPC封装等领域实现市场 ...

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、准确性和完整性承担法律责任。 重要内容提示： ● 担保对象及基本情况 三、担保协议的主要内容 公司与温州银行股份有限公司绍兴分行签署的《最高额保证合同》主要内容如下： （五）保证范围：最高债权额为债权确定期间（2025年11月25日至2027年11月25日，包括该期间的起始 日和届满日）内主合同项下债权本金、利息、逾期利息、罚息、复利、违约金、滞纳金、损害赔偿金、 履行主合同和担保合同过程中发生的费用（包括但不限于律师费、交通费等）及债权人实现债权和担保 权益过程中发生的费用（包括但不限于诉讼/仲裁费用、律师费用、差旅费用、通知费用、催告费用和 一、担保情况概述 （一）担保的基本情况 ■ ● 累计担保情况 ■ 近日，宁波长鸿高分子科技股份有限公司（以下简称"公司"或"长鸿高科" ）与温州银行股份有限公司 绍兴分行签署了《最高额保证合同》。公司以连带责任保证方式为债务人浙江长鸿生物材料有限公司 （以下简称"长鸿生物"）提供自2025年11月25日至2027年11月25日期间（包括该期间的起始日和届满 日）签订的 ...

3位民营企业科学家入选中国工程院院士，这是啥信号？——就在11月21号，2025年中国科学院、中国 工程院院士增选结果公布了！这次增选大家都很关注的，是在144位新院士里，除了高校和科研院所的 专家，还出现了一批"企业家院士"：有上市公司的技术大拿，有产业一线的技术领军人物。其实过去几 年，已经有几位来自企业的科学家进入过院士队伍，而今年民企专家入选人数创下了历史记录。这说明 什么？中国的科技创新，正从高校实验室为主逐步向市场配置资源转变，变得越来越务实，越来越贴近 应用的一线。 其中，廉玉波的当选很有代表意义，他是比亚迪的首席科学家，也是中国新能源汽车领域技术变革的代 表性人物。我们耳熟能详的刀片电池、DM混动技术、CTB电池车身一体化等颠覆性技术，都是他带队 捞起的"大鱼"。正是这些技术，构建了比亚迪的技术护城河。 这几位有在民企进行技术攻关背景的院士当选，可不是偶然。我们看啊，这些新院士有个共同点：既是 顶尖科学家，又是能把技术变成产品的"实干家"。他们当选院士，体现了国家政策对民营企业在新质生 产力发展中贡献的认可。 那么，这么几位民企科学家当选院士，释放了什么信号？首先，民营企业在突破关键核心技术和 ...

创新驱动时代，人才是第一资源。 近日，2025年中国两院院士增选名单公布，共有144名专家当选。 此次增选特别强调，进一步突出国家战略需求导向，向科研和工程技术一线人员倾斜。 引人注目的是，中国工程院增选名单中，有3位来自民营企业的专家当选，他们分别是宁德时代首席科 学家吴凯、比亚迪首席科学家廉玉波、金发科技首席科学家黄险波。 事实上，此前也有民营企业专家当选两院院士。 以中国工程院为例，一个标志性开端是在2009年。那一年，中星微电子创始人邓中翰当选中国工程院院 士，打破了院士体系与民营企业之间那层看不见的壁垒。 此后十余年间，中国工程院累计诞生6位民企院士。今年新增3位，则创下单届民企院士当选人数的最高 纪录。 据知，中国工程院发布的2025年院士增选指南，首次为民营企业科技人才新增专项名额，将一定名额主 要用于支持民营科技领军企业候选人。 一届增三人，不仅是数量的"破壁"，也反映出结构优化的提速。 如将视线拉长，就会发现院士群体的构成，与我国经济的技术底色紧密相连。以往，国家科研资源通常 集中在高校院所，院士也多产生于此。 如今，创新主战场正发生重大变化： 民企科技创新进入爆发期，日益成为国家创新体系的 ...

Core Viewpoint - Shandong Daon High Polymer Materials Co., Ltd. announced that its subsidiary, Qingdao Haier New Materials R&D Co., Ltd., has completed significant changes in its business scope and registered address, indicating a deeper business layout in new materials and resource recycling [1][2]. Group 1: Business Scope Changes - The business scope of Haier New Materials has expanded from traditional high polymer materials to include new areas such as bio-based materials manufacturing and sales, high-performance fibers and composite materials manufacturing and sales, and recycling resource processing and sales [1]. - The new business scope now includes a licensed project for hazardous chemicals operation, which requires approval from relevant authorities before commencement [1][2]. Group 2: Address Change - The registered address of Haier New Materials has been changed from "Qingdao Jiaozhou Economic and Technological Development Zone Haier International Industrial Park" to "No. 3 Haier Road, Kowloon Street, Jiaozhou, Shandong Province, Qingdao City," optimizing its location layout [2]. Group 3: Overall Impact - The completion of these changes is expected to enhance Haier New Materials' comprehensive service capabilities in the high polymer materials and related fields, supporting the overall business development of Daon [2].

Core Insights - The Chinese Liquid Crystal Elastomers (LCEs) industry is experiencing rapid growth, with a projected market size of approximately 12.58 million yuan in 2024, representing a year-on-year increase of 21.43% [1][9] - Significant technological advancements have been made in LCEs, particularly in areas such as shape-changing responses to stimuli, self-repair capabilities, and flexible characteristics [1][9] - The industry is characterized by a collaborative innovation model between universities and research institutions, leading to a complete ecosystem from basic research to technology transfer and industrial application [10][11] Industry Overview - LCEs are intelligent polymer materials that combine liquid crystal properties with elastomer characteristics, allowing for reversible phase changes under external stimuli, which results in macroscopic shape changes [2] - They are widely used in fields such as soft robotics, smart actuators, and optical devices, and can be classified based on the type of stimulus response, including thermal, optical, electrical, magnetic, and humidity responses [2][3] Market Size - The LCEs market in China is projected to reach approximately 12.58 million yuan in 2024, with a growth rate of 21.43% compared to the previous year [1][9] - The industry is supported by advancements in technology, such as the development of flexible actuators and stable performance across a wide temperature range [1][9] Key Institutional R&D Progress - Collaborative innovation is evident in the LCEs sector, with notable contributions from various universities and research institutions [10][11] - Research teams are focusing on multi-modal driving mechanisms and applications in fields such as information encryption and display technologies [10][11] Industry Development Trends 1. **Durability Breakthroughs**: The industry faces challenges related to the durability of materials under multi-stimulus applications, necessitating innovations in material design to enhance longevity [11] 2. **Precision Improvement**: Innovations in processing techniques are required to maintain high orientation degrees in LCEs, which directly affect their driving performance [12] 3. **Domestic Material Supply**: The industry is pushing for increased domestic production rates of high-end liquid crystal monomers and crosslinking agents, with a focus on reducing reliance on foreign suppliers [13][14]

Core Points - Three experts from private enterprises, including Wu Kai from CATL, Lian Yubo from BYD, and Huang Xianbo from Jinfat Technology, have been elected as academicians of the Chinese Academy of Engineering, highlighting the innovation capabilities of China's private sector [1][2][3] - The Chinese Academy of Engineering has introduced special quotas for private enterprise candidates in its 2025 academician election, indicating a policy shift to support private sector contributions to technological innovation [1][2] - The number of national high-tech enterprises in China has surged from 28,000 in 2012 to over 420,000 by January 2023, with private enterprises now accounting for over 92% of this total, reflecting the growing importance of the private sector in the national economy [2] Group 1 - The election of private enterprise experts as academicians signifies a breakthrough in the traditional academician selection process, which has historically favored public institutions [1][3] - The research areas of the newly elected academicians are closely related to new productive forces, including high-performance batteries, new energy vehicles, and advanced materials [3] - The Chinese government has been actively promoting policies to enhance the role of private enterprises in technological innovation, including the recent Private Economy Promotion Law [2][3] Group 2 - The focus on private enterprise candidates in the academician election reflects a broader strategy to foster innovation in key industries such as artificial intelligence, new energy, semiconductors, and biomedicine [2][3] - The successful election of these experts is expected to optimize the structure of the academician community and inject new vitality into China's technological innovation landscape [1][2] - The recognition of private sector contributions to science and technology is seen as a crucial step in enhancing China's competitiveness in the global technology arena [2][3]

中新社记者 刘亮 中国科学院、中国工程院日前公布2025年院士增选结果，宁德时代首席科学家吴凯、比亚迪首席科学家 廉玉波、金发科技首席科学家黄险波三位来自民营科技领军企业的专家榜上有名，当选中国工程院院 士。 截至今年1月底，国家高新技术企业中，民营企业从2012年的2.8万家增长至42万多家，占比由62.4%扩 大到92%以上。为助力民企在推动国家科技创新发展中发挥重要作用，近年来中国动作频频。 《中共中央关于进一步全面深化改革、推进中国式现代化的决定》提出，支持有能力的民营企业牵头承 担国家重大技术攻关任务，向民营企业进一步开放国家重大科研基础设施。今年5月20日正式施行的民 营经济促进法中提到，国家鼓励、支持民营经济组织在推动科技创新、培育新质生产力、建设现代化产 业体系中积极发挥作用。 中新社北京11月22日电 题：三民企专家获评院士 中国民营经济锻造创新"硬实力" 此前，中国工程院发布的2025年院士增选有效候选人名单中，共有十余位候选人来自民营企业，彰显民 企在科技创新领域具备与各路高手"掰手腕"的硬实力。 观察人士认为，目前，中国工程院为民营企业科技人才新增专项名额的政策刚起步。未来，这项创新政 ...

内容概要：COC/COP，即环烯烃共聚物/聚合物，是具有环状烯烃结构的非晶性透明高分子材料。环烯 烃共聚物（COC）和环烯烃聚合物（COP）非常相似，不同之处在于COC在聚合过程中使用多种单 体，而COP仅使用一种单体。从COC/COP产业链来看，上游为制造所需原材料，主要为乙烯、双环戊 二烯、环戊二烯等。中游为COC/COP生产制造。COC/COP的制备工艺主要有两种：开环易位聚合过程 （ROMP）和茂金属催化加成聚合过程（mCOC）。最早的COC生产方式是ROMP，过程加成聚合过程 的工艺开发晚于开环易位聚合过程，mCOC工艺的优点在于采用相对廉价的乙烯等作为环烯烃的共聚单 体，同时采用高活性的茂金属催化剂，无须进行复杂的加氢反应，其成本远低于ROMP工艺。下游为 COC/COP应用领域，其被广泛应用于光学、生物医药、包装等领域。随着下游需求增加，全球化工企 业加大COC/COP布局力度，推动COC/COP产能稳步扩张，到2024年全球COC/COP产能合计约9.3万吨/ 年，较2021年增加1万吨。2024年全球COC/COP消费量约为9万吨，其中中国是全球最大的COC/COP消 费国，2024年中国市 ...

Core Points - The Chinese Academy of Sciences and the Chinese Academy of Engineering announced the results of the 2025 academician elections, electing 73 academicians from the former and 71 from the latter [1] - Notable new academicians include Huang Xianbo from Jinfa Technology, Lian Yubo from BYD, Wang Xiaoyun from China Mobile, Su Xuebin from China Uranium Industry, and Wu Kai from CATL [1][2] Group 1: Academicians and Their Contributions - Huang Xianbo, Chief Scientist at Jinfa Technology, has made significant contributions in the field of polymer materials, particularly in environmentally friendly flame-retardant thermoplastic resins and biodegradable plastics [1] - Lian Yubo, Chief Scientist at BYD, has been recognized for his work in the design and development of key systems for new energy vehicles, and he was awarded the "National Excellent Engineer" title in 2024 [2] - Wang Xiaoyun, Chief Engineer at China Mobile, has a background in wireless communication and holds a senior engineering position [2] - Su Xuebin, Chief Engineer at China Uranium Industry, has led research that increased the economically extractable uranium resources in China by three times and enhanced natural uranium production capacity by 2.5 times [3] - Wu Kai, former Chief Scientist at CATL, has focused on lithium battery technology and will continue to lead research in electrochemical energy storage [3] Group 2: Company Developments - Jinfa Technology is recognized for its advancements in polymer materials and has a strong focus on environmental sustainability [1] - BYD continues to innovate in the new energy vehicle sector, with Lian Yubo's leadership in technology development [2] - China Uranium Industry specializes in the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, with a focus on mining and trading [3]