2025.07. 28 本文字数：3441，阅读时长大约6分钟 作者 | 第一财经 缪琦 3年多前来到上海开出中国首店，随后迅速在中国内地开出16家店、在中国市场收获了爆发式增长的国际 潮流生活方式品牌壳子特玩（CASETiFY）将是出现在今年中国国际进口博览会（下称"进博会"）上的新 面孔。 作为全球企业共享中国机遇的开放平台，今年将举办第八届进博会，朋友圈不断扩大的同时也在"迎来送 往"，经历着展商的更替与品牌更新。曾经的新朋友因此结缘迅速成为了老朋友，老朋友也在"老带新"， 用实实在在的收效吸引着更多品牌借力"掘金"中国。 品牌跨界找灵感首选 以电子产品为众人熟知的索尼如今将自己定义为创意娱乐企业。索尼对外事务部总监李飏告诉第一财经， 索尼参加了首届进博会后中断了几年，经过与总部的不断磋商，一直到第六届终于重新恢复参展，集团总 部更清晰看到了进博会对于国际品牌的影响力。这不仅仅关乎业务，还是品牌"破圈"，与各地政府、产业 链上下游联通的综合平台。 他表示，集团总部对于中国市场始终是高度重视的，并对中国的发展潜力抱有信心。在进博会上，通过沉 浸式互动体验的展台设计，索尼去年成为了展览会现场的"网红"，展位 ...

Group 1: Impact of the China International Import Expo (CIIE) - The CIIE serves as a comprehensive platform for international brands to connect with local governments and supply chains, enhancing brand visibility and business opportunities [1][4] - The eighth CIIE is expected to showcase a growing number of international brands, reflecting the event's expanding influence and the ongoing relationship between new and returning exhibitors [1][3] Group 2: Company Strategies and Market Focus - CASETiFY views China as a core market in its global strategy, planning to increase both online and offline investments while expanding its product range [3] - Sony has redefined itself as a creative entertainment company and is significantly increasing its exhibition space at the CIIE to showcase diverse business segments [5] - Sonova aims to leverage the CIIE to penetrate the Chinese market more deeply, with plans for high double-digit growth driven by an aging population and increased awareness of hearing health [6] Group 3: Local Partnerships and Product Innovations - Inne is focusing on local partnerships and clinical research to adapt its products to meet the needs of Chinese consumers, highlighting the importance of scientific backing in product development [8] - Swiss pump manufacturer Aeg Pump is enhancing its localization strategy, increasing its revenue share in China from 15% to 20% [8] Group 4: Investment and Growth in China - Straumann is investing in a high-end implant production facility in Shanghai, reflecting its commitment to the Chinese market and the anticipated annual revenue of 1.4 billion RMB [11] - The semiconductor industry in China is experiencing rapid growth, with companies like Panshi planning to expand production capacity to meet increasing demand [12] - Wärtsilä is capitalizing on strong demand in China, with its Shanghai facility operating at full capacity and serving as a key production base for dual-fuel engines [12]

Core Viewpoint - The high-performance materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, becoming a crucial pillar for economic stability. The industry is expected to continue expanding, with significant market potential in emerging sectors such as new energy and smart manufacturing [2][7]. Industry Overview - The new materials industry in China has developed the most comprehensive and largest material production system globally, covering metals, polymers, ceramics, and other structural and functional materials [2][7]. - The total output value of China's new materials industry is projected to reach 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years, with a market size of 8.78 trillion yuan [2][7]. - By 2025, the market size is expected to grow to 9.66 trillion yuan, with an output value of approximately 9.34 trillion yuan [2][7]. Development Environment - High-performance materials are defined as new materials with superior properties or special functions, or traditional materials with significantly improved performance. They are essential for extreme environments and high-end applications, particularly in aerospace, energy, electronics, medical, and defense sectors [4][6]. - The industry is categorized into advanced basic materials, key strategic materials, and cutting-edge new materials [4][6]. Policy Support - The Chinese government has implemented various policies to promote the research and development of high-performance materials, recognizing them as a foundational and strategic industry [6]. - Recent policies include the encouragement of foreign investment in new materials and the prioritization of advanced materials in national development plans [6]. Current Status and Future Trends - The high-performance materials industry in China has evolved from a weak foundation to a robust sector, with expectations for future development focusing on intelligence and sustainability, integrating high technology with emerging industries [7][8]. - The industry is currently in a phase of high-quality development, with ongoing upgrades and innovations expected to enhance its global competitiveness [8].

Core Viewpoint - The A-share market has seen a significant surge in stocks related to robots and PEEK materials, driven by major procurement contracts in the humanoid robot sector, indicating strong market enthusiasm and potential growth opportunities in these industries [1][3]. Group 1: Humanoid Robot Industry - Zhiyuan Robotics and Yushu Technology won a major contract from China Mobile's Hangzhou subsidiary for humanoid biped robot manufacturing services, totaling approximately 124 million yuan, marking the largest order in the domestic humanoid robot sector [3][4]. - Zhiyuan Robotics, established in February 2023, is led by a former Huawei executive and has developed a range of robots for various applications, including industrial and educational uses [3][4]. - Yushu Technology, known for its quadruped robotic dogs, recently launched its first humanoid robot and has achieved significant sales in the quadruped market, indicating strong growth potential [4]. Group 2: PEEK Materials - PEEK (Polyether Ether Ketone) is a high-performance engineering plastic with excellent properties, making it suitable for critical components in robots, such as joints and gears, which can enhance performance and longevity [5]. - The recent large orders in the humanoid robot sector are expected to drive a surge in demand for PEEK materials, presenting a significant growth opportunity for companies involved in this market [5]. - The increasing application of robots across various sectors, including manufacturing and healthcare, is expected to further boost the market demand for PEEK materials, attracting investor interest and driving stock prices up [5].

Core Viewpoint - The high-performance materials industry in China is experiencing rapid growth driven by policy support, market demand, and technological innovation, becoming a crucial pillar for economic stability. The industry is expected to reach a total output value of 8.48 trillion yuan in 2024, maintaining double-digit growth for 14 consecutive years, with a market size projected to be 8.78 trillion yuan [1][10]. Group 1: Industry Definition and Classification - High-performance materials are defined as newly emerged materials with superior properties or special functions, or traditional materials that have significantly improved performance or gained new functions. They are essential for extreme environments and high-end applications, primarily used in aerospace, energy, electronics, medical, and defense sectors. The main categories include advanced basic materials, key strategic materials, and frontier new materials [1][12]. Group 2: Development Environment and Policies - The Chinese government has implemented various policies to promote the research and development of high-performance materials, recognizing them as a foundational and strategic industry. Key policies include encouraging foreign investment in new materials and prioritizing the development of advanced materials such as graphene and biodegradable materials [5][6]. Group 3: Current Industry Status - The high-performance materials industry in China has evolved from a weak foundation to a robust sector, with expectations for future development to focus on intelligence and sustainability, integrating high technology with emerging industries [7][23]. Group 4: Industry Chain - The industry chain for high-performance materials includes upstream sectors such as steel, non-ferrous metals, rare earths, petrochemical products, and polymers; midstream focuses on R&D and production; and downstream applications span new information technology, renewable energy, automotive, home appliances, medical, environmental protection, aerospace, and rail transportation [12][14]. Group 5: Competitive Landscape - The market is characterized by competition among foreign enterprises, large state-owned enterprises, and private companies. Foreign firms dominate the high-end market, while domestic companies primarily serve the mid-range market. Notable companies include Wanhua Chemical, Ganfeng Lithium, Hengli Petrochemical, and North Rare Earth [16][18]. Group 6: Key Enterprises - Major players in the high-performance materials sector include: - Wanhua Chemical, which operates globally and focuses on various chemical and new material sectors [17][19]. - Ganfeng Lithium, which covers the entire lithium battery supply chain from resource extraction to battery manufacturing [18]. - Hengli Petrochemical, recognized for its extensive production capabilities in petrochemicals and new materials [21]. - North Rare Earth, which has established a significant production base for rare earth materials [18]. Group 7: Future Development Trends - The high-performance materials industry is transitioning from self-sufficiency in low-end products to independent R&D of mid-to-high-end products, with increasing domestic competitiveness. The rapid development of emerging industries like renewable energy and smart manufacturing is driving innovation in high-performance materials, leading to new application scenarios and a promising market outlook [23][25].

Core Viewpoint - Honeywell considers China as one of its most important global markets, emphasizing the vast market potential, favorable innovation environment, and strong government support as key factors for its long-term commitment to the region [1][2]. Group 1: Business Development in China - Honeywell has been operating in China for 90 years, aligning its core business with China's strategic directions in new productivity and low-carbon development [2]. - All of Honeywell's business groups have established a presence in China, utilizing local insights to drive innovation and product development tailored to local needs [2]. - The company is actively applying for patents in China, with an increasing number of patents being filed under the Chinese names of its local entities, reflecting its commitment to the market [2]. Group 2: Foreign Investment Environment - Honeywell expresses the need for China to further optimize its foreign investment environment, particularly in areas such as intellectual property protection, market access, and tax incentives [1][2]. - The Chinese government's recent initiatives, such as the "2025 Action Plan for Stabilizing Foreign Investment," highlight the importance of foreign investment in promoting high-level openness and modernization [2]. Group 3: Sustainability Focus - Sustainability is deeply integrated into China's national strategy, with the concept of "green mountains and clear waters are as valuable as mountains of gold and silver" gaining traction across various economic sectors [4]. - Approximately 60% of Honeywell's new product development investments are directed towards sustainable solutions, with leading technologies in carbon capture, green hydrogen, and sustainable aviation fuel [4]. - Honeywell's technology has successfully transformed waste cooking oil into high-value aviation fuel, addressing both food safety concerns and supporting sustainable aviation [5]. Group 4: Carbon Capture and Utilization - Carbon capture, utilization, and storage (CCUS) is projected to contribute about 14% of CO2 emissions reduction by 2050, although current cost limitations hinder its widespread application [5][6]. - Honeywell is developing advanced technologies to enhance the economic viability of CCUS, including new solvent technologies and improved carbon capture methods [6].

Group 1 - In the first five months of this year, Hohhot Customs issued a total of 419 RCEP certificates of origin, representing a year-on-year increase of 12.94%, with a total value of 499 million yuan benefiting foreign trade enterprises [1][3] - The implementation of RCEP has provided significant benefits such as tariff reductions, simplified customs procedures, and trade investment facilitation, injecting vitality into regional economic development and providing more incentives and benefits for enterprises [3] - Hohhot Customs has been actively supporting local enterprises by providing training and policy interpretation regarding RCEP tariff reduction policies and rules of origin, facilitating faster international market access for Inner Mongolia enterprises [3] Group 2 - Companies like Cabot Hengye Cheng High-Performance Materials (Inner Mongolia) Co., Ltd. have successfully obtained RCEP certificates for exports to Japan and Indonesia, enjoying tariff benefits and enhancing international competitiveness through the accumulation rules of origin [3] - Baotou Huazi Industrial Company successfully obtained its first RCEP certificate, overcoming initial challenges with the guidance of Baotou Customs, which helped the company open up international markets [3] - Hohhot Customs has implemented a "one-stop service package" and optimized the process for issuing certificates of origin, including smart review and self-service printing, to better meet the needs of enterprises and support their expansion into overseas markets [3]

根据合作协议，三方将充分发挥各自优势。"膜焕智联"团队将凭借在新型改性聚酰亚胺领域的技术积 累，提供核心技术支持；江阴天华在材料生产制造方面经验丰富，将负责优化生产工艺，提高生产效率 与产品质量；无锡无疆则利用其广阔的市场渠道和丰富的市场经验，助力产品的市场推广与应用拓展。 在产学研联合方面，三方将共同投入研发资源，针对改性聚酰亚胺在5G通信、电子信息等领域的应用 开展联合攻关，解决技术难题，推动产品创新。同时，还将加强人才培养与交流，建立联合人才培养机 制，为项目发展培育高素质专业人才。 近日，在无锡传感网国家大学科技园的大力支持与精心指导下，吴晓鹏老师带领的无锡学院"膜焕智 联"团队开启了与江阴天华、无锡无疆两家公司的深度合作，进一步深化产学研联合，为新型改性聚酰 亚胺项目的多维度发展注入新活力。 无锡传感网国家大学科技园作为我国唯一以传感网为主题的国家大学科技园，一直致力于促进高校技术 成果向生产力转化，推动区域科技和经济的融通发展。此次在科技园的牵线搭桥下，"膜焕智联"团队与 江阴天华、无锡无疆两家在相关领域颇具实力的公司达成合作意向，共同探索产学研合作新模式。 业内专家表示，此次合作是产学研深度融合 ...

热情高的不仅是企业，还有求职者。本场招聘会面向应、往届大中专毕业生，职高、技校类毕业 生，各类技能型、实用型人才。现场不少青年才俊根据自己的职业需求积极应聘，主动咨询和投递简 历，在了解企业相关情况后选择适合自己的工作岗位。 6月7日，市人社部门联合市工信局，在苏南人力资源市场举办2025镇江市高性能材料产业人才专场 招聘会，吸引71家企业参会，我市及周边600余名求职者进场交流。 时至年中，各类企业紧盯全年目标任务，开足马力赶订单、忙生产，求才热情也水涨船高。本场招 聘会提供岗位需求1382个，涉及材料工程师、研发工程师、电仪工程师、化工操作工、化学分析员等岗 位。其中，高性能材料产业岗位含"薪"量十足。镇江宝塑高分子材料、江苏爱姆欧光电材料、江苏图南 合金、江苏领瑞新材料等相关企业平均月薪达到9000元。江苏大方金属粉末有限公司的工程师岗位最高 月薪达到15000元，江苏图南合金股份有限公司需要各类研发技术岗位博士3人，硕士9人，试用期薪资 均过万元。 小李是江苏大学材料科学与工程学院的毕业生，他表示，自己当天就是冲着专业对口来到招聘会现 场的。"在网上看到很多合适的岗位，薪酬待遇也符合心理预期，今天特意 ...

Core Insights - The aramid paper market in China is experiencing significant growth, with consumption projected to rise from 6,684 tons in 2024 to 12,357 tons by 2028, driven by demand from sectors such as electric power, high-speed rail, and aerospace [1][10]. Industry Overview - Aramid paper, also known as polyamide fiber paper, is produced using aramid short-cut fibers and aramid precipitated fibers, characterized by high strength, low deformation, and excellent electrical insulation properties [1][4]. - The aramid paper industry is divided into upstream (raw material supply), midstream (production), and downstream (application) segments, with key players including DuPont, Minshida, and Chaomeisi [4][12]. Current Industry Status - The global application of aramid paper is primarily in electrical insulation (65%) and honeycomb core materials (35%), while in China, electrical insulation applications dominate at 93% [6][8]. - The production of electrical insulation materials in China has increased from 2.162 million tons in 2019 to 2.651 million tons in 2024, boosting the demand for aramid paper [6]. Market Trends - The demand for aramid paper is expanding into new applications such as electric vehicles, wind power, photovoltaic power, and 5G communications, with a notable increase in the need for honeycomb core materials in the C919 aircraft [10][21]. - Domestic companies like Minshida are gaining market share, with a reported 16.7% increase in sales revenue in 2024, reaching 397 million yuan [14]. Competitive Landscape - The aramid paper market is currently dominated by DuPont, holding a 57.1% market share, while Minshida follows with 14.3% [12][19]. - Domestic companies are closing the gap with international competitors, with significant advancements in technology and production capabilities [12][19]. Future Development - The industry is expected to see accelerated domestic substitution of imported aramid paper, particularly in high-end applications such as aerospace, driven by the C919 aircraft production [19][21]. - The diversification of application fields is anticipated, with increasing demand for lightweight structural materials and high-performance composites in sectors like electric vehicles and renewable energy [21][22]. - Continuous investment in research and development by domestic firms is expected to enhance aramid paper performance and reduce costs, further solidifying their competitive position in the global market [22].