在东营市利津县利华益集团高分子材料研发中心实验室里，一台挤出机正缓缓吐出高黑度高光泽的颗粒——这是为一新能源车企定制开发的PC/ABS合金 材料样品。研发人员聚焦材料性能，反复比对数据："流动性、韧性、刚性都要满足车规级标准，尤其是阻燃性能和色泽。" "从接到需求到送出样品，我们只用了两周。"利华益集团高分子材料研发中心副主任王一业告诉记者。这款牌号WY-A240BK的无卤阻燃PC/ABS合金，是 为了匹配下游特定需求在WY-A240基础上衍生出的新牌号产品，即将用于该品牌新款车型的电池组件。在新能源汽车轻量化、环保化趋势下，传统通用 塑料已难以满足高端定制需求，而利华益通过材料改性技术，正在打开一片新的市场。 从技术突破到市场落地，利华益的优势还源于其独特的产业链布局。集团的传统优势在炼化领域，但近年来通过"产业链相加、价值链相乘、供应链相 通"的"三链重构"模式，将上游基础原料逐级延伸至高分子材料、终端制品。例如，炼化装置的苯酚、丙酮可作为PC树脂原料，PC再改性为合金材料，最 终应用于汽车、家电等场景。这种垂直整合能力，使得利华益在成本控制和响应速度上具备明显优势。"车企提出需求时，我们可以直接从分子结 ...

快讯正文 下载和讯APP查看快讯，体验更佳>> (相关资料图) 开源证券给予骏鼎达"买入"评级，高分子改性保护材料领先企业，打造机器人"腱绳+保护套管"一体化 解决方案 每经AI快讯，开源证券10月7日发布研报称，给予骏鼎达（301538.SZ，最新价：93.8元）"买 入"评级。评级理由主要包括：1）骏鼎达：国内高分子改性保护材料领先企业；2）汽车电动化和AI服 务器需求高增；3）聚焦机器人"腱绳一体化方案"和"功能性保护套管"，打造第二成长曲线。风险提 示：宏观经济波动风险、人形机器人产业化不及预期风险、供应链导入不及预期风险。每经头条 （nbdtoutiao）——上海一城中村试水房票安置，村民组团买房，有楼盘已预收约70张房票（记者张明 双）免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。每 日经济新闻 ...

Group 1 - The company, established in 2004, specializes in functional protective sleeves and monofilaments, widely used in automotive, construction machinery, rail transportation, and communication electronics sectors [1] - The products are known for their excellent temperature resistance, UV resistance, flame retardancy, and chemical corrosion resistance, providing safety protection for wiring systems and fluid pipelines [1] - The projected net profit for the company from 2025 to 2027 is 226 million, 290 million, and 364 million yuan, with current market valuations corresponding to PE ratios of 32.3, 25.2, and 20.1 times [1] Group 2 - The demand for functional protective sleeves is expected to grow due to the electrification of vehicles and the increasing requirements for protection in wiring systems and fluid pipelines [1] - The market size for functional protective sleeves in China's new energy vehicle sector is projected to reach 4.932 billion yuan in 2024 [1] - The company aims to leverage its experience in the automotive industry to expand into the robotics sector, focusing on functional protective sleeves and tendon protection components [2] Group 3 - The company's tendon protection sleeve mimics the human tendon sheath structure, addressing key issues such as lubrication, flame retardancy, heat insulation, wear resistance, and lifespan [2] - The protective sleeves for wiring systems are suitable for robotic joints and arms, ensuring reliability under long-term high-load operations [2]

□ 本报记者丁宏波通讯员梅丛婧 "这次对接太精准了，直接帮我们找到了技术突破方向。"近日，在海安新材料产业集群交流对接会上， 南通瑞诚高分子材料有限公司和常州大学教授一拍即合，达成初步合作意向，公司研发部经理郭晓亮难 掩兴奋。 今年，海安围绕"五群十链"产业布局，整合多方资源推出"三驱联动"机制——银政企研融通资源链、供 需对接激活产业链、人才引育夯实服务链。在"小规模、多频次、高精准"的服务模式下，"更能打"的产 业生态正在海安成形。截至8月，海安规模以上工业企业总数达1396家，居南通首位，其中亿元以上企 业超400家；今年前8月，海安工业开票销售同比增长4.7%，总量列南通第一。 "链"金融活水浇灌专精特新 在海安"功能膜材料"专场活动中，南京大学赖耘教授团队带来的"神奇玻璃"惊艳全场——正面哑光，翻 面瞬间晶莹剔透。专家一介绍完，几位海安企业家立马围上去聊合作。 企业敢干敢闯，背后是海安提供的金融服务保障支撑。招商银行、海安农商行等拿出"专精特新贷""筑 峰强链贷"，现场预授信620亿元。25家银行和50家企业对接，108个合作意向当场敲定。 金融"及时雨"巧妙破解企业"融资难、融资贵"难题。今年，海 ...

Group 1 - The core announcement involves a tender for the procurement of testing center equipment by Guo Gao Material High Polymer Material Industry Innovation Center Co., Ltd, with a budget of 22.748 million yuan [1] - The tender was published on September 28, 2025, under the tender number 0724-25SMZ2166547 [1] - The ownership structure of Guo Gao Material High Polymer Material Industry Innovation Center Co., Ltd includes Jinfa Technology, Yichang Technology, and Tianqin Equipment, with respective shareholding ratios of 80%, 4%, and 2% [1]

Group 1 - The event "Academicians and Executives Visit Rudong" focused on industry innovation, capital empowerment, and high-quality county economic development [1] - Rudong is leveraging its geographical advantages to develop new productive forces, aiming to become a green energy demonstration city and a hub for marine materials and equipment [1] - The county has established leading offshore wind farms and LNG hub bases, with major projects contributing to a total industrial output exceeding 120 billion yuan [1] Group 2 - Local government officials emphasized the importance of creating a favorable business environment to attract investment and support entrepreneurs [2] - The event highlighted the potential of Rudong as a strategic location for industrial transfer from Shanghai, with a focus on intelligent manufacturing and health security industries [2] - The discussion included insights on low-altitude economy and its integration with intelligent transportation systems, indicating future growth areas [2][3] Group 3 - Investment strategies are shifting towards specialized and precise fund-driven approaches, aligning local resources with suitable investment funds [3] - The development of renewable energy and carbon reduction technologies presents significant opportunities for local economic growth and sustainability [3] - The visiting delegation conducted site visits to local companies to assess the development of new productive forces in Rudong [3]

Core Viewpoint - The polymer materials industry is a crucial foundational sector of the national economy and a leading industry for a country, driven by national policy support, market demand, and technological innovation, leading to increased investor interest [1] Group 1: Event Overview - The "2025 Polymer Materials Industry and Finance Conference" will be held from October 29-31 in Xi'an, focusing on technological breakthroughs, application upgrades, and capital empowerment [1] - The event is organized by multiple entities including China Chemical News, local government bodies, and supported by various companies and media [1][5] Group 2: Conference Themes and Content - The conference will cover several modules including industry policy analysis, technological advancements, investment analysis, and high-level dialogues on the future of the industry [2][3] - Key topics include national policies on new materials, opportunities and challenges in polymer materials, and the outlook for the "14th Five-Year Plan" in chemical new materials [1][2] Group 3: Technological Advances - Innovations in high-performance engineering plastics, new thermoplastic elastomers, and advancements in high-end polyolefins are highlighted [3] - The emergence of smart polymers and sustainable materials is emphasized, with applications in various fields such as renewable energy and healthcare [3][4] Group 4: Investment and Collaboration - The conference aims to facilitate investment opportunities and collaboration between technology, industry, and finance through the integration of innovation, industry, and capital chains [4][5] - Specific focus will be on the PEEK material industry, including market analysis, technological advancements, and application potential in sectors like robotics and aerospace [4] Group 5: Participants and Registration - Attendees will include industry experts, government officials, and representatives from new materials companies and investment firms [5] - Registration fee is set at 3300 yuan per person, covering conference materials and related costs [6]

Core Viewpoint - The article highlights the significant opportunities presented to high polymer materials due to the AI industry boom, with companies like Dongcai and Shengquan benefiting greatly from this trend, particularly Shengquan, which reported a 51.19% year-on-year increase in net profit driven by the surge in AI server demand and other industries [2]. Summary by Sections Shengquan's Performance - Shengquan's net profit increased by 51.19% in the first half of the year, primarily due to the AI computing power construction, high-frequency communication, and new energy vehicles [2]. - The company is a key supplier of materials for chip packaging and server PCBs, with a significant demand for PPO resin [2]. New Projects and Investments - Shengquan has initiated a pilot project for high-performance resin with a total investment of 123.59 million yuan, covering an area of 24,296.6 m² and expected to produce 2,027 tons per year by December 2026 [2]. - The project aims to enhance the production of special electronic resins, which are crucial for PCB manufacturing, especially with the growing demand from 5G/6G and AI developments [2]. Resin Types and Applications - Various types of resins are being developed, including: - **Phenolic Resins**: Known for their excellent heat resistance and mechanical strength, used in high-demand fields like friction materials and refractory materials [3]. - **Liquid Phenolic Resins**: Modified for better solubility and flexibility, used in casting coatings and wood adhesives [3]. - **Amino-modified Phenolic Resins**: Offer quick curing in low-temperature and humid environments, applicable in flooring and marine coatings [3]. - **Dihydroxynaphthalene Phenolic Resins**: High rigidity and heat resistance, used in high-performance engineering plastics [4]. - **Electronic-grade Phenolic Resins**: Require higher technical standards, with low free phenol and high thermal stability, primarily imported [4]. Production Capacity - Shengquan's pilot production lines include: - 100 tons/year for pressurized and atmospheric phenolic solid resins - 500 tons/year for liquid phenolic resins - 600 tons/year for phenolic-modified amine resins - 60 tons/year for electronic-grade phenolic resins [5]. Emerging Resin Technologies - **Low Dielectric Hydrocarbon Resins**: Exhibiting low dielectric constant and loss factor, suitable for high-frequency applications [6]. - **Low Dielectric Reactive Esters**: New generation epoxy resin curing agents with low dielectric loss and high heat resistance [6]. - **Phosphorus-containing Reactive Esters**: Key materials for halogen-free copper-clad laminates in high-end servers and base stations [6]. - **Three-functional Epoxy Resins**: Higher cross-link density leading to improved thermal stability and mechanical strength, used in advanced composite materials [7].

证券代码：603991 证券简称：至正股份 公告编号：2025-058 ●本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票系统 一、召开会议的基本情况 (一)股东大会类型和届次 2025年第二次临时股东大会 深圳至正高分子材料股份有限公司 关于召开2025年第二次临时 股东大会的通知 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： ●股东大会召开日期：2025年10月15日 召开的日期时间：2025年10月15日 14点00分 召开地点：上海市闵行区莘庄工业区北横沙河路268号深圳至正高分子材料股份有限公司会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025年10月15日 至2025年10月15日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东大会召开当日的 9:15-1 ...

Group 1 - The core viewpoint of the news is that Jianbang Co., Ltd. has experienced a decline in stock performance and financial metrics, indicating potential challenges in its operations and market position [1][2]. - On September 25, Jianbang's stock fell by 0.08%, with a trading volume of 96.22 million yuan. The financing data shows a net financing outflow of 2.99 million yuan for the day, with a total financing balance of 113 million yuan, representing 7.00% of the circulating market value [1]. - The company has a high financing balance, exceeding the 90th percentile level over the past year, indicating a significant reliance on financing [1]. - As of June 30, the number of shareholders decreased by 29.67% to 15,400, while the average circulating shares per person increased by 42.18% to 2,598 shares [2]. Group 2 - For the first half of 2025, Jianbang reported operating revenue of 307 million yuan, a year-on-year decrease of 15.37%, and a net profit attributable to shareholders of 69.66 million yuan, down 27.72% year-on-year [2]. - Since its A-share listing, Jianbang has distributed a total of 192 million yuan in dividends [3].