Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to showcase innovations in new materials that are crucial for the transformation of high-tech industries and to facilitate collaboration and resource integration within the sector [4][8]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring over 50,000 square meters of exhibition space and more than 300 strategic and cutting-edge technology reports [10][11]. - The expo is a significant upgrade from previous events, including the 10th International Carbon Materials Industry Expo and the 7th Thermal Management Industry Expo, focusing on the future industry's common needs such as advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [7][8]. Group 2: Market Opportunities - The rapid growth of industries like new energy vehicles, photovoltaics, wind power, and lithium batteries presents substantial market opportunities for new materials [14]. - The Chinese government has identified key areas for breakthrough in its 14th Five-Year Plan, including embodied intelligence, 6G, quantum technology, and hydrogen energy, which are expected to drive demand for innovative materials [14]. Group 3: Exhibition Highlights - FINE 2026 will feature six specialized thematic exhibition areas, including advanced semiconductors, advanced batteries, lightweight materials, thermal management technologies, new materials technology innovation, and future industry innovation enterprises [18][21]. - The event is expected to attract over 100,000 professional visitors and will include 30+ forums with more than 300 renowned experts and scholars sharing insights on technology trends and investment strategies [24][34]. Group 4: Networking and Collaboration - The expo will facilitate the transformation of scientific achievements and help enterprises connect with industry funds, government parks, and project resources, thereby accelerating innovation in the new materials sector [8][34]. - FINE 2026 aims to invite over 5,000 end-users and quality investment institutions for direct order and cooperation discussions, enhancing opportunities for startups [17][34].

前言 财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①公司服务器液冷领域布局全面，不仅在国内稳定合作阿里、字节等大客户，更已进入英伟达的RVL名 单，后续有望进入供应链拿到一定份额； ②先进半导体材料稀缺标的，公司产品已成功切入主流设备厂商 供应链，并在部分关键工艺实现大批量导入，另有技术壁垒极高的新品已实现小规模量产。 ...

Core Viewpoint - New materials are the cornerstone of modern technological revolution and industrial transformation, with significant achievements in China's new materials sector, although gaps remain in high-end and frontier areas compared to developed countries [1] Group 1: Company Strategy and Development - China Dongfang Electric Group is accelerating the development of strategic emerging industries, including new materials, with a focus on multi-industry synergy and tailored support policies for subsidiaries [1] - Sichuan Dongshu New Materials Co., Ltd. is committed to high-end transformation in the new materials industry, emphasizing domestic substitution and the development of high-value, competitive new materials [1][2] Group 2: Operational Performance - Dongshu New Materials has achieved significant sales growth, with wind energy materials sales increasing by 18.58% and international sales of basic epoxy resin rising by 274% [2] - The company has successfully transformed its photovoltaic silver paste product line, achieving a 15-fold increase in sales of TOPCon main grid silver paste [2] - The acquisition of Dongfang Feiyuan has strengthened the epoxy resin supply chain, producing over 130,000 tons of basic epoxy resin and maintaining a strong market position in the wind energy resin sector [2] Group 3: Innovation and Technology - Dongshu New Materials has enhanced its innovation capabilities, holding 54 invention patents and participating in the formulation of 11 national standards [3] - The company has established multiple innovation platforms and is actively collaborating with universities and research institutes on over 10 technology projects [3][4] - Key technological breakthroughs include the development of lightweight infusion resin for blades and advanced processes for high-purity tellurium [4] Group 4: Future Goals and Industry Positioning - Dongshu New Materials aims to cultivate specialized and innovative enterprises, focusing on high-end epoxy resins and advanced semiconductor materials, with a goal to form a competitive new materials industry cluster by the end of the 14th Five-Year Plan [5][6] - The company plans to implement precise support for potential projects in R&D investment, talent acquisition, and market expansion [6]

Core Insights - The Tianjin government has approved the inclusion of a section of the Baodi District Zhongguancun Science and Technology City into the Tianjin Kaiyuan High Education and Innovation Park's "one core, two wings, multiple points" spatial development layout, expanding the "multiple points" to six [1][2] Group 1 - The newly included area covers 3.22 square kilometers, bordered by Zong San Road and Kaiyuan Road to the east, Chaoxia Road to the west, Heng San Road to the south, and the southern boundary of the Beijing-Harbin Expressway green belt to the north [1] - The Baodi District Zhongguancun Science and Technology City is the only major asset held by Zhongguancun Development Group outside of Beijing, serving as an important platform for implementing the Beijing-Tianjin-Hebei coordinated development strategy [1][2] Group 2 - The area has favorable conditions for spatial capacity, initial industrial development, accelerated gathering of innovation resources, and smooth channels for achievement transformation [2] - The Tianjin Kaiyuan Park Management Committee will guide local governments to leverage the close connection with Zhongguancun, enhance the brand strength of Tianjin Kaiyuan Park, and actively introduce Zhongguancun's innovation resources [2] - Key industries to be developed include biomedicine and medical devices, new materials, and the integration of industrial chains, innovation chains, supply chains, capital chains, and talent chains [2]