Group 1 - Multiple listed companies are actively announcing investments and acquisitions, driving the new materials industry to gain momentum [1] - Suzhou Jinfeng Technology Co., Ltd. plans to invest approximately 1.014 billion yuan in a new production base focused on thermal management materials for consumer electronics and new energy [1] - China National Chemical Corporation intends to acquire 100% of Nantong Xingchen Composite Materials Co., Ltd., which has a complete industrial chain from raw materials to high-end materials [1] - Suzhou Kema Material Technology Co., Ltd. aims to acquire 73% of Suzhou Kaixin Semiconductor Technology Co., Ltd. for 102 million yuan, enhancing its capabilities in silicon carbide materials [1] - Other companies like Xin Fengming Group and Dongmu New Materials Group are also expanding into various new materials sectors, including bio-based materials and plastic modification [1] Group 2 - New materials are considered a core element for driving the transformation and upgrading of the manufacturing industry, especially in the context of global technological competition [2] - Key areas such as flame-retardant materials for electric vehicle batteries and lightweight composite materials for low-altitude economy are expected to attract significant capital focus [2] - Companies with independent intellectual property rights are likely to receive more policy and capital support, accelerating the industrialization of technology through collaborative mergers and acquisitions [2] - The new materials industry features high technical barriers and significant added value, with leading companies enhancing competitiveness through vertical integration [2] - Head companies are pursuing technological mergers and industry chain collaboration to achieve breakthroughs, while facing pressure from compressed profit margins [2]