Group 1: Metal Sector Insights - The domestic anti-involution trend is intensifying, coupled with recent overseas fiscal and monetary easing, leading to a favorable overall performance in the metal sector [1] - The price of polysilicon has successfully continued to recover, boosting market confidence, which has now spilled over into lithium carbonate and alumina [1] - Lithium, cobalt, and rare earths have found price bottoms from a cost perspective, with recent independent factors triggering price increases: lithium due to stricter mining rights reviews, cobalt due to export bans from the Democratic Republic of Congo, and rare earths driven by strategic enhancements and shortage expectations [1] - In the basic metals uptrend, aluminum's focus is on dividends, while copper's focus is on growth potential; additionally, attention is recommended for the processing sector [1] - The trading logic for steel may shift from primarily benefiting from raw material discounts to a combination of supply contraction and raw material price declines improving industry conditions [1] Group 2: 3D Printing and PLA Industry - The consumer-grade desktop 3D printing equipment is rapidly emerging, presenting transformative opportunities for related materials, including PEI for printing devices and commonly used extrusion materials like PLA/PETG [2] - Materials suitable for specific needs, such as TPU/ABS/PA/PPS/carbon fiber composites, as well as resins and photoinitiators for light-curing processes, are expected to see continued development [2] - Attention is recommended for companies within the PLA-related industry chain, while PETG, TPU, nylon, and PPS categories are also anticipated to grow [2] Group 3: Power Generation and Energy Storage - The rapid development of renewable energy necessitates the construction of controllable power sources, primarily coal, hydro, nuclear, and energy storage [3] - Current conditions indicate that safety redundancy capacity is continually decreasing, making the advancement of controllable power source construction urgent [3] - During the 14th Five-Year Plan period, the average annual demand for coal power installed capacity is estimated at 60-80 GW, which significantly differs from the current market expectation of 30-40 GW [3] - The construction of controllable effective capacity is expected to bring performance elasticity to related equipment companies [3]

Group 1: Trade Performance - Jiangsu Province's total import and export value reached 2.81 trillion yuan in the first half of the year, a 5.2% increase compared to the same period last year, surpassing the national growth rate of 2.3% [1] - Exports to countries involved in the "Belt and Road" initiative amounted to 1.39 trillion yuan, a year-on-year increase of 9.5%, contributing 4.5 percentage points to the province's overall export growth [4] Group 2: Company Highlights - JuFu Technology in Changshu reported a 24.9% year-on-year increase in export value, reaching 170 million yuan, after utilizing the advantages of the comprehensive bonded zone [2] - Jiangyin Mingmu Metal Materials Co., Ltd. saw its export value exceed 3 million yuan within three months of entering the comprehensive bonded zone, with expectations to surpass 200 million yuan for the year [3] - Jiangsu RuiTie Rail Equipment Co., Ltd. achieved a 412.4% year-on-year increase in exports to Africa, totaling 24.8 million yuan in the first five months [4] - JinChuang Group successfully exported 27.69 million yuan worth of rail equipment to "Belt and Road" countries, doubling its exports compared to the previous year [5] - Yuehai Yongshuntai (Baoying) Malt Co., Ltd. exported 26,000 tons of malt, a 200-fold increase compared to the same period last year [6] Group 3: Logistics and Trade Channels - The opening of new direct shipping routes, including the "Jiangyin-Chile" container route, significantly reduces logistics cycles by approximately 20 days compared to traditional methods [7] - The "direct loading at port" logistics model enhances customs clearance efficiency and reduces costs, with 188 batches of exports valued at 710 million yuan processed under this model in Changzhou [8]

Core Viewpoint - Toray Advanced Materials Research and Development (China) Co., Ltd. will participate in the 2025 (4th) Polymer 3D Printing Materials Summit Forum, showcasing its high-performance polymer powders TORAYMILL® PPS and TORAYPEARL® PA6 [1][17]. Company Overview - Toray was founded in 1926 and is a comprehensive chemical company with over 300 subsidiaries globally, continuously creating advanced materials and high-value-added products across various fields including fibers, functional chemicals, carbon fiber composites, environmental engineering technology, and life sciences [2]. High-Performance Polymer Powders TORAYMILL® PPS - TORAYMILL® PPS is a resin powder with excellent flowability and polymer properties, suitable for Powder Bed Fusion (PBF) [3]. - PPS is a super engineering plastic known for its high strength, rigidity, heat resistance, chemical resistance, low water absorption, excellent electrical properties, and flame retardancy. Its high flowability allows for glass fiber mixing, making it one of the strongest 3D printing materials [3]. Applications of TORAYMILL® PPS - Applications include motor insulators, busbars, reactors, transformer coils, pump impellers, and pipeline components [7]. TORAYPEARL® PA6 - TORAYPEARL® PA6 is a PA6 powder that utilizes Toray's unique spherical particle polymerization technology, offering excellent flowability and suitability for Powder Bed Fusion (PBF) [8]. - PA6 is recognized for its high strength, rigidity, and chemical resistance, with a wide range of applications [8]. Properties of TORAYPEARL® PA6 - Key properties include high strength, rigidity, heat resistance, chemical resistance, low water absorption, good electrical properties, and flame retardancy (UL94 V-0 equivalent). Specific metrics include: - Tensile strength: 49 MPa - Flexural modulus: 3.3 GPa - Heat deflection temperature [1.8 MPa]: 123°C - Tensile strength: 66 MPa - Flexural modulus: 5.2 GPa - Heat deflection temperature [1.8 MPa]: 237°C [9]. Applications of TORAYPEARL® PA6 - Applications include intake manifolds, oil filters, power tools, and oil separators [15]. Forum Information - The 2025 Polymer 3D Printing Materials Summit Forum will take place from July 18-20, 2025, in Hangzhou, Zhejiang [34]. - The forum will feature various sessions on opportunities and challenges in additive manufacturing, including specialized tracks for artificial intelligence, ceramics, biomedical applications, and industrial 3D printing [22][24][28][31].

Core Viewpoint - The article highlights the booming潮玩 (trendy toy) market, particularly focusing on the LABUBU collectible, which has gained immense popularity and high auction prices, indicating a significant consumer interest and market potential in this sector [1][14]. Group 1: Market Dynamics - The LABUBU collectible has seen auction prices reaching 1.08 million yuan for the original mint color and 820,000 yuan for the limited brown version, showcasing its status as a top-tier collectible [1]. - The surge in demand has led to long queues in cities across Europe, America, and Japan, reflecting the global appeal of LABUBU [1]. - The scarcity of LABUBU has shifted consumer interest towards 3D printing, with many users creating and sharing LABUBU models on platforms like MakerWorld and Thingiverse [3]. Group 2: Material and Technology - LABUBU is primarily made from PVC, combined with resin particles, plasticizers, and heat stabilizers, with companies like 金发科技 supplying eco-friendly modified plastics [2]. - The use of 3D printing technology in LABUBU's production has significantly reduced iteration costs and time, allowing for rapid prototyping and customization [4][10]. - The 3D printing market for high polymer materials is expanding, with notable companies like 海正生材 and eSUN providing essential materials such as PLA, which has seen a sales increase of 25.70% year-over-year [8][7]. Group 3: Cost and Efficiency - The material cost for a 13.4 cm LABUBU model using PLA is approximately 3 yuan, demonstrating the cost-effectiveness of 3D printing for producing collectibles [9]. - Traditional methods of creating LABUBU prototypes took 2-3 months, while 3D printing can achieve high-precision models in just 7 days, reducing modification costs by 80% [10]. - The FDM (Fused Deposition Modeling) technique is particularly suited for achieving the desired aesthetic qualities of LABUBU, which are challenging to replicate with conventional methods [11]. Group 4: Customization and Consumer Engagement - 泡泡玛特 has initiated a "3D printing customization service" for LABUBU, allowing consumers to choose specific poses and materials, which has led to a high repurchase rate of 45% [12]. - The customization service has seen a price increase from 99 yuan to 899 yuan within three months, indicating strong consumer demand and willingness to pay for personalized products [12]. Group 5: Economic Impact - The LABUBU phenomenon represents a convergence of capital logic, consumer psychology, and advancements in 3D printing technology, contributing positively to the economy and consumer sentiment [14].

Core Viewpoint - 3D printing technology, also known as additive manufacturing, is widely applied in various fields such as complex structural components, personalized products, and rapid prototyping, with polymer materials dominating over half of the 3D printing materials market [1][2]. Group 1: 3D Printing Polymer Materials - High polymer materials are essential in 3D printing, including photopolymer resins, polymer powders, and filaments, each with specific applications and properties [1]. - Photopolymer resins are suitable for light polymerization and material jetting technologies, rapidly curing under specific wavelengths of light [1]. - Polymer powders are primarily used in selective laser sintering (SLS) and multi-jet fusion (MJF) technologies, with common materials like PA12 and PEEK [1]. - Filaments are mainly used in fused deposition modeling (FDM) technology, with advancements allowing for the use of semi-crystalline polymers [1]. Group 2: Applications of 3D Printing Polymer Materials - The applications of 3D printing polymer materials span across multiple industries, including medical, automotive, aerospace, and consumer electronics [2]. - In the medical field, customized dental prosthetics and orthopedic implants enhance patient quality of life [2]. - In the automotive sector, lightweight components and complex structures reduce vehicle weight and fuel consumption [2]. - Aerospace applications include engine components and thermal insulation materials, improving aircraft performance and safety [2]. - Consumer electronics benefit from personalized accessories like phone cases and headphones, expanding consumer choices [2]. Group 3: Industry Leaders and Innovations - Leading companies such as Arkema, SanGreen, Anisoprint, and others showcased their latest 3D printing polymer and composite materials at the 2025 Shanghai TCT Asia Exhibition [2][4][6][11]. - Arkema presented high-performance materials solutions like Sartomer's N3x tDimension® photopolymer resin and Orgasol® PA12 for various 3D printing processes [4]. - SanGreen displayed products including PA6-GF and PA12-CF, highlighting a collaboration with Tsinghua University for a lightweight drone made from nylon 12 and carbon fiber [6]. - Anisoprint introduced its patented Composite Fiber Co-Extrusion technology, offering a range of continuous fiber-reinforced materials for various applications [11]. Group 4: Material Performance and Characteristics - Materials like PEEK, PEKK, PA11, PA12, and carbon fiber-reinforced composites (e.g., PA12-CF) exhibit excellent mechanical properties, chemical resistance, and high-temperature stability, making them suitable for aerospace, automotive, and medical applications [54]. - Continuous fiber 3D printing technology is gaining traction, with equipment available from desktop to industrial levels, widely applied in low-altitude economy, robotics, and aerospace [55]. - The industry is focusing on multi-scenario solutions, emphasizing carbon fiber reinforcement, lightweight, and flexible materials, with a future emphasis on sustainability [56].