Core Insights - The chemical new materials industry in China is rapidly developing but faces structural deficiencies, particularly in high-end supply, which is expected to improve by 2030 with a projected self-sufficiency rate of 90% [1][2] - Key areas for development include automotive, electronic information, aerospace, rail transportation, energy conservation, new energy, healthcare, and national defense, with a focus on addressing supply bottlenecks in critical raw materials [2] Industry Overview - The chemical new materials industry is expanding, with continuous improvements in the industrial system and technological innovation capabilities [1] - There is a growing number of specialized chemical new materials parks, and foreign investment in China's chemical new materials market is increasing [1] Challenges and Opportunities - Structural contradictions are prominent, including insufficient high-end supply, bottlenecks in key raw materials and special equipment, and a fragmented market with high entry barriers [1] - Despite current supply shortages, the self-sufficiency rates for various high-end materials are projected to rise significantly by 2030, including 83% for high-end polyolefin plastics and 90% for special rubber and elastomers [1] Strategic Recommendations - Companies should focus on optimizing and enhancing key chemical new materials while addressing supply bottlenecks in critical supporting materials [2] - Emphasis should be placed on technological advancements and policy-driven investment opportunities, with a call for mergers and acquisitions to strengthen industry influence [2] - Companies are encouraged to balance strengthening existing advantages with innovation and exploring new business areas to foster growth [2]

Core Viewpoint - The article discusses the current state and future prospects of China's chemical new materials industry, highlighting the continuous expansion of production capacity, technological innovations, and the emergence of specialized chemical parks, while also addressing structural challenges and the need for high-quality development. Group 1: Industry Overview - In 2023, China's chemical new materials capacity reached approximately 49 million tons per year, with an output exceeding 36 million tons and a production value of over 1.37 trillion yuan, remaining stable compared to 2022, although lithium battery materials saw a decline from 540 billion yuan to 480 billion yuan [5][20]. - The chemical industry is experiencing a transition from high-speed growth to high-quality development, with total revenue of 15.95 trillion yuan in 2023, a decrease of 1.1% year-on-year, and total profits of 873.4 billion yuan, down 20.7% [20][21]. Group 2: Technological Innovations - Since the 13th Five-Year Plan, the chemical new materials sector has seen significant technological advancements, with breakthroughs in key technologies such as photovoltaic-grade EVA, optical-grade PMMA, and high-strength carbon fibers [7][8]. - A number of critical products have broken foreign monopolies and achieved industrialization, including HDI, PC, PPS, and electronic-grade chemicals [8][10]. Group 3: Key Players and Market Dynamics - Major companies in the sector include Sinopec, PetroChina, and China National Chemical Corporation, focusing on high-end polyolefins, synthetic rubber, and carbon fibers [11]. - Private enterprises are also making strides in specialized fields such as EVA, fluorinated chemicals, and nylon, contributing to the development of China's new materials industry [11]. Group 4: Specialized Chemical Parks - Several specialized chemical parks have emerged, such as the Shanghai Chemical Park and Ningbo Petrochemical Economic Development Zone, which are becoming core drivers for the development of new materials [11][12]. Group 5: Investment Trends and Policy Guidance - Under the guidance of industrial policies, there is a high investment enthusiasm in the chemical new materials sector, focusing on high-end polyolefins, engineering plastics, and functional films [17][23]. - The industry is urged to prioritize the import of high-potential products to address supply shortages and enhance domestic production capabilities [23][24]. Group 6: Challenges and Future Directions - The industry faces structural contradictions, including insufficient high-end supply and bottlenecks in key raw materials and technologies [18][20]. - The focus is shifting towards high-quality development, with an emphasis on enhancing product quality and meeting the growing domestic demand for high-performance materials [21][22].

鼎泰高科 20250701 摘要 鼎泰高科在 PCB 行业稳健增长，2023 年行业产值下降 15%的情况下， 公司销售收入仍同比增长约 9%，销量亦增长约 9%，业绩表现优于同行， AI 端应用需求爆发驱动订单显著增加，尤其 2025 年以来需求进一步增 长。 AI 服务器对 PCB 板提出更高要求，层数提升至 20-30 层，加大 HDI 技 术应用，高多层板需预钻工序，使用 TAC 涂层钻针，单价高 30%，且 AI PCB 板材加工只用新针，单针钻孔数量减少，需求成倍增长。 公司积极扩充产能应对 AI 需求，2024 年底月度产能 8,000 万支，至 2025 年 6 月达 9,300 万支，预计第三季度扩至 1 亿支，年底或更高， 通过自制装备快速响应市场，成本低于进口设备。 AI 订单增加改善产品结构，高价位涂层钻针销售占比从 2023 年的 24% 提高到 2024 年的 31%，目前达 40%，极小径钻针占比从 2022 年的 13%提高到 2024 年的 21%，产品均价在 2025 年第一季度明显上升。 2025 年第一季度钻针均价从 2024 年的 1.16 元提高到 1.18 元，提 ...

精测电子：子公司签订1.13亿元半导体量检测设备销售合同 6月27日，精测电子（300567）发布公告称，公司控股子公司上海精测半导体技术有限公司及其合并报 表范围内子公司近日与同一交易对手方签订了多份销售合同，拟向客户出售半导体量检测设备，总交易 金额合计1.13亿元。 资料显示，精测电子成立于2006年4月，主营业务是显示、半导体及新能源检测系统的研发、生产与销 售。 所属行业：机械设备–通用设备–仪器仪表 智飞生物：拟发行不超60亿元公司债券 6月27日，智飞生物（300122）发布公告称，公司拟发行规模合计不超过60亿元的公司债券，发行方式 为簿记建档发行，可一次或分期发行，债券期限不超过10年。募集资金将用于科技创新领域的投资、建 设及运营、置换有息负债、补充流动资金等。 资料显示，智飞生物成立于1995年7月，主营业务是疫苗、生物制品研发、生产、销售、推广、配送及 进出口。 所属行业：医药生物–生物制品–疫苗 日久光电：子公司拟8.22亿元投建年产600万平方米功能性膜项目 6月27日，日久光电（003015）发布公告称，全资子公司浙江日久新材料科技有限公司拟以自有资金或 自筹资金约8.22亿元投 ...

Group 1 - The company held its ninth meeting of the fourth board of directors on June 26, 2025, with all nine directors present, and the meeting was deemed legal and effective [1] - The board approved the proposal for the wholly-owned subsidiary to invest in a project to produce 6 million square meters of functional film, which will be submitted for review at the first extraordinary general meeting of shareholders in 2025 [2][4] - The project aims to address the production capacity needs for dimmable conductive films and optical films, with an estimated investment of approximately 82 million, covering land acquisition, factory construction, production equipment, and working capital [2] Group 2 - The board approved the appointment of Chen Xinshuai as the deputy general manager, with a term lasting until the current board's term ends [3][4] - Chen Xinshuai has no prior ownership of company shares and has no significant relationships with major shareholders or other board members [3] - The board proposed to hold the first extraordinary general meeting of shareholders on July 14, 2025, with all nine votes in favor of the proposal [5]

上 市 公 司 机械设备 2025 年 06 月 26 日 鼎泰高科 (301377) ——PCB 刀具龙头，业务多元化布局打造成长曲线 投资要点： 财务数据及盈利预测 | | 2024 | 2025Q1 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 1,580 | 423 | 1,963 | 2,392 | 2,829 | | 同比增长率（%） | 19.7 | 27.2 | 24.3 | 21.9 | 18.3 | | 归母净利润（百万元） | 227 | 73 | 338 | 433 | 547 | | 同比增长率（%） | 3.5 | 78.5 | 48.9 | 28.2 | 26.4 | | 每股收益（元/股） | 0.55 | 0.18 | 0.82 | 1.06 | 1.33 | | 毛利率（%） | 35.8 | 38.0 | 36.7 | 37.5 | 38.6 | | ROE（%） | 9.2 | 2.8 | 12.5 | 14.6 | 16.6 | | 市盈率 | 59 | | ...

一、停牌 松炀资源：筹划控制权变更事项，股票停牌。 二、定增、并购 1、北特科技：拟定增募资不超过3亿元，用于泰国丝杠生产基地建设项目。 2、西宁特钢：拟定增募资不超过10亿元，全部用于补充流动资金。 3、海顺新材：正在筹划通过支付现金收购广东正一包装股份有限公司100%股权并取得正一包装的控股 权事项。 三、增持、回购、股权转让 1、陕西金叶：实控人提议4000万元-7000万元回购。 2、华特达因：股东郭伟松增计划继续增持1.85%-3.70%。 3、中英科技：股东询价转让定价为31元/股。 4、瑞贝卡：控股股东协议转让6.18%。 2、鑫宏业：子公司中标4234万元中国核建电力电缆采购项目。 3、安琪酵母：拟投资5.02亿元建设生物智造中心项目。 4、湖北宜化：磷化工项目部分投产满负荷生产。 5、联得装备：公司为京东方第8.6代AMOLED生产线项目第一中标候选人，中标设备为自动贴合机 （D-lami），中标价格1.57亿元。 6、中国外运：下属公司拟33.82亿元出售路凯国际25%股权，预计带来17.93亿元投资收益。 四、对外投资、日常经营 1、宁波华翔：子公司获上海智元委托生产全尺寸双足机器人。 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 化工新材料品类丰富，细分领域包括 特种工程塑料、高性能纤维、膜材料、电子化学品、新能源材料和生物基材料 等。据中国石油和化学工业联合会，19 年全球/国内化工新材料市场规模约3700亿美元/9000亿元，预计25年将达到4800亿美元/1.5万亿元，CAGR约4.4%/8.6%。国内方面，随着半导体、电 子电器、新能源、汽车、军工等领域转型升级，叠加中美贸易摩擦后产业链自主可控理念深入下游引领性企业，化工新材料需求有望持续增长，但整体上国 内在特种工程塑料、气凝胶、半导体材料等诸多领域仍处于发展早期，国产化替代需求较大，未来国内企业发展空间广阔。 政策支持下国内企业磨砺已久，新材料有望迎来突破拐点 21年12月，工信部发布《重点新材料首批次应用示范指导目录（2021年版）》，化工领域包括高性能纤维及复合材料、先进半导体材料和新型显示材料等 多个品种。据EUIndustrial R&DInvestment Scoreboard，19年全球研发投入Top 2500企业中，化工领域中国企业研发投入约17亿欧元 ...

Financial Performance - In 2024, the company achieved a total revenue of CNY 1.58 billion, representing a year-on-year growth of 19.65% [1] - The net profit attributable to shareholders was CNY 227 million, up 3.45% year-on-year [1] - The first quarter of 2025 saw a revenue of CNY 423 million, a 27.21% increase compared to the previous year [2] - The net profit for the first quarter of 2025 reached CNY 72.58 million, marking a significant year-on-year growth of 78.51% [2] Product Line Performance - Tool products generated CNY 1.191 billion in revenue, accounting for 75.40% of total revenue, with a growth of 14.26% [2] - Grinding and polishing materials achieved CNY 151 million in revenue, reflecting a 30.70% increase [2] - Smart CNC equipment revenue was CNY 54.89 million, growing by 15.55% [2] - Functional film materials saw a revenue of CNY 155 million, with a remarkable growth of 72.84% [2] Profitability Factors - The significant profit increase in Q1 2025 was attributed to product structure optimization, internal efficiency improvements, and reduced expenses [3] Market and Production Capacity - The company currently has a domestic monthly production capacity of 85 million drill bits, which is fully utilized [6] - The Thai production base has begun to ramp up, with plans to adjust capacity based on market conditions [6] - Overseas revenue reached CNY 92.67 million in 2024, a 96.95% increase year-on-year [9] Strategic Initiatives - The establishment of a subsidiary in Germany aims to enhance technical collaboration and local service networks in Europe [10] - Future growth drivers include technological innovation, expanding downstream demand, global strategic layout, and smart manufacturing upgrades [12] Employee Incentives - The company has implemented an equity incentive plan to motivate employees and enhance competitiveness, with performance targets set for 2025 [12]

【DT新材料】 获悉，近日， 长阳科技 发布公告，公司拟使用自有资金人民币 29,900,000.00元 认购 宁波惠之星新材料科技股份有限公司发行的 923,409 股股份， 认购价格为每股32.38元，本次 认购投资完成后，公司将持有惠之星 1.83% 的股份。 本次对外投资，符合长阳科技在CPI领域的战略布局和业务发展需要，双方将充分发挥技术、资源和 产业链互补的优势，携手推进CPI及PET功能性膜材料等产品研发和应用，推动双方CPI及PET基膜 材料等产品在智能手机、电脑、电视等电子产品领域中进行规模化产业应用，促进关键光学薄膜的国 产化。 宁波惠之星新材料 成立于2016年，主营高端光学膜材料，是目前国内唯一可实现 CPI 及可折叠 PET 功能膜材料加工的量产 企业 。公司致力于实现高端光学 膜材料的国产替代，综合运用电子产品屏幕 防护材料设计及制造技术、精密涂布工艺等核心技术，对CPI、TAC、PET等基膜材料进行加工及复 合生产，提升膜材料物理属性，改善膜材料光学性能 ，使膜材料具备可折叠、耐腐蚀、防眩光、抗 刮擦、防爆裂、防指纹等功能。 公司 CPI 及 PET 功能性膜材料等产品已作为柔性 ...