Group 1 - The core viewpoint of the article emphasizes the growth and trends in the oxide advanced ceramics market, highlighting various product types and applications [2][3]. - The report outlines the classification of oxide advanced ceramics into different product types, including titanium dioxide, zinc oxide, nickel oxide, iron oxide, and others, with sales growth trends projected from 2021 to 2031 [2][3]. - It discusses the applications of oxide advanced ceramics across sectors such as consumer electronics, automotive, machinery and aerospace, and medical, with sales growth trends also projected for these applications [3][4]. Group 2 - The global market analysis indicates the supply and demand status of oxide advanced ceramics from 2021 to 2031, including production capacity, output, and utilization rates [3][4]. - The report provides insights into the production trends and market shares of major regions, including North America, Europe, China, Japan, Southeast Asia, and India, from 2021 to 2031 [4][5]. - It highlights the sales volume and revenue of oxide advanced ceramics globally, with projections for price trends from 2021 to 2031 [4][5]. Group 3 - The analysis of major manufacturers in the oxide advanced ceramics market includes their production capacities, sales volumes, and revenue from 2021 to 2024, along with market share insights [5][6]. - The report identifies the competitive landscape of the industry, detailing the market positions of leading manufacturers and their product offerings [5][6]. - It also discusses the concentration and competition levels within the oxide advanced ceramics industry, including the market share of the top five producers in 2025 [6][7]. Group 4 - The report examines the market size and growth rates of oxide advanced ceramics in various regions, comparing sales revenue and volume from 2021 to 2031 [4][5]. - It provides a detailed analysis of the sales channels and customer base for oxide advanced ceramics, emphasizing the supply chain dynamics [8][9]. - The document outlines the opportunities and driving factors for the oxide advanced ceramics industry, as well as the challenges it faces [9][10].

Group 1 - The Southeast University research team has developed a bionic self-generating and energy-storing concrete, which can store approximately one day's electricity for residential use and improve photovoltaic utilization by over 30%, reducing electricity costs by more than 50% [1] - The application of technology in environmental protection is becoming a crucial method to address ecological threats, enabling more efficient pollution monitoring and remediation, promoting energy structure transformation, and facilitating circular economy development [1] - A new engineered bacterial strain has been successfully constructed by a Chinese research team to simultaneously degrade five types of organic pollutants in high-salinity wastewater, demonstrating high degradation efficiency on complex pollutants [1] Group 2 - The issue of plastic pollution has gained significant international attention, with over 300 million tons of plastic waste generated globally each year, of which only 9% is recycled [2] - Researchers from the Chinese Academy of Sciences have developed a floating titanium dioxide material that can decompose waste plastics under light, achieving decomposition efficiency that is dozens to hundreds of times higher than traditional materials, while significantly reducing costs [2] - A team from the University of Manchester has created special light-driven enzymes that work under visible light, potentially offering more environmentally friendly and efficient solutions for drug and important chemical production [2] Group 3 - Researchers at CERN have successfully transformed lead into gold using high-energy physics methods, demonstrating the theoretical feasibility of directional element modification, which may provide new approaches for the safe disposal of nuclear waste [3] - The need for more technological means and broader applications is emphasized in the context of the global ecological crisis, aiming to repair Earth's "injuries" without creating new "scars" [3] - When innovation is driven by the goal of enhancing human well-being and achieving harmony between humans and nature, science and technology can provide more momentum for sustainable development [3]

Core Viewpoint - Sichuan Province has launched the "Tianfu Famous Products" initiative, promoting high-quality regional brands to enhance market recognition and quality standards [1][2]. Group 1: Brand Development - The "Tianfu Famous Products" brand is designed as a high-end regional public brand, focusing on innovation, quality, and social responsibility [1]. - A total of 31 products from 30 companies have received the "Tianfu Famous Products" brand authorization, covering various sectors including high-end manufacturing and quality agricultural products [2]. Group 2: Product List - The list of "Tianfu Famous Products" includes items such as: - 40-80MW high-parameter single-cylinder reheat cogeneration industrial steam turbine from Dongfang Electric Group [3] - Wuliangye liquor from Yibin Wuliangye Co., Ltd. [3] - OLED flexible display from Chengdu BOE Optoelectronics Technology Co., Ltd. [4] - Premium extra virgin olive oil from Sichuan Tianyuan Olive Co., Ltd. [4]

据中国贸易救济信息网，5月10日，印度财政部税收局发布第12/2025-Customs(ADD)号通报称，接受印 度商工部于2025年2月12日对原产于或进口自中国的二氧化钛（Titanium Dioxide）作出的反倾销肯定性 终裁建议，决定对中国的涉案产品征收460－681美元/吨的反倾销税，有效期为5年。本案涉及印度海关 编码28230010、32061110和32061190项下的产品。措施自本通报发布于官方公报之日起生效。 2024年3月28日，印度商工部发布公告称，应印度国内企业Kerala Minerals and Metals Ltd.、Travancore Titanium Products Ltd.和VV Titanium Pigments Pvt. Ltd.提交的申请，对原产于或进口自中国的二氧化钛 发起反倾销调查。2025年2月12日，印度商工部对该案作出肯定性终裁。 ...

塑料广泛应用于包装、医疗、航空航天等各领域。然而，目前全世界塑料垃圾总量已达到64亿吨， 严重威胁环境安全和人类健康。如何处理这些废弃塑料，已成为全球难题。在此背景下，光催化分解塑 料技术受到关注。该技术能通过光照射半导体光催化材料，把废弃塑料变成有用的化工原料。 二氧化钛是一种常用的半导体光催化材料，在光照下能产生具有塑料分解能力的羟基自由基。这些 羟基自由基就像"分子剪刀"，可以剪断塑料的分子链。"但是，羟基自由基存在明显短板：它们的存活 时间仅有亿分之一秒量级，有效作用范围仅10—100纳米。短寿的自由基难以有效抵达塑料制品表 面。"论文通讯作者、中国科学院金属研究所研究员刘岗说，因此人们不得不先用强酸或强碱溶液对塑 料进行腐蚀处理，但这一预处理环节消耗了整个降解过程85%的成本。 原标题：可漂浮二氧化钛让废弃塑料处理更高效 科技日报北京5月7日电 （记者陆成宽）记者7日从中国科学院金属研究所获悉，来自该所等单位的 科研人员成功研制出可漂浮的二氧化钛材料。该材料可以在光照下分解塑料，在不用酸碱溶液预处理塑 料的情况下，其分解塑料袋、保鲜膜等常见塑料的效率比传统材料提高了几十到上百倍，创造了中性条 件下塑 ...

LSB (LXU) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -200%. A quarter ago, it was expected that this chemical maker would post a loss of $0.01 per share when it actually produced earnings of $0.07, delivering a surprise of 800%.Over the last four quarters, the company has surpassed consensus E ...

Core Viewpoint - The company reported a revenue of 970 million yuan for Q1 2025, reflecting a year-on-year increase of 17.9% but a quarter-on-quarter decrease of 9.8% [1] - The net profit attributable to shareholders was 140 million yuan, showing a year-on-year increase of 1.8% and a quarter-on-quarter increase of 10.8% [1] - The company continues to expand into new fields of ceramic materials through organic growth and horizontal mergers [2] Financial Performance - Revenue for Q1 2025 was 970 million yuan, with a year-on-year growth of 17.9% and a quarter-on-quarter decline of 9.8% [1] - Net profit attributable to shareholders was 140 million yuan, up 1.8% year-on-year and up 10.8% quarter-on-quarter [1] - The gross margin and net margin for Q1 2025 were 36.8% and 15.3%, respectively, down 2.0 percentage points and 2.4 percentage points year-on-year [4] Business Segments - The company operates in six major business segments: electronic materials, catalytic materials, biomedical materials, new energy materials, precision ceramics, and other materials [2] - Electronic materials are expected to see a recovery in demand due to consumer electronics subsidies and growth in automotive electronics and AI servers [3] - Catalytic materials have expanded into overseas markets and are now part of the supply chain for major clients [3] - Biomedical segment is diversifying its product offerings with new launches, supported by strong R&D investment [3] - New energy materials are gaining traction with major lithium battery manufacturers, enhancing production quality and sales levels [3] - Precision ceramics are experiencing growth due to the adoption of ceramic bearings in new energy vehicles [3] R&D and Future Outlook - The company maintains high R&D investment, with a R&D expense ratio of 7.3%, down 0.2 percentage points year-on-year [4] - New product breakthroughs include spherical silica for high-frequency copper-clad laminates and zirconia/titania dispersions for backlight modules [4] - The company projects net profits of 690 million yuan, 850 million yuan, and 1.05 billion yuan for 2025, 2026, and 2027, respectively [4]

风险提示：在建项目进度低于预期，产品和原料价格波动。 本报告导读： 我们看好平台型企业多元产品矩阵接力，国产替代与海外拓展双轮驱动。 投资要点： 维持"增持"评 级。考虑到外部环境影响陶瓷墨水需求，以及费用端偏刚性，我们下调25-26 年EPS 至 0.77/0.93 元（原为0.88/1.04 元）,新增27 年EPS 为1.11 元。参考可比公司估值及考虑公司成长性，给予 25 年25 倍PE 估值，对应目标价为19.25 元。 公司业绩稳健增长。2024 年，公司实现营收40.47 亿元，同比+4.86%；扣非后归母净利5.81 亿元，同比 +7.05%；其中，24Q4 营收10.80 亿元，同比+0.78%，环比+6.67%。扣非后净利1.27 亿元，同 比-8.69%，环比-12.73%。25Q1 营收9.75 亿元，同比+17.94%，环比-9.76%。扣非后净利1.27 亿元，同 比+4.88%，环比-0.17%。 平台型企业多元产品矩阵接力。2024 年，电子材料、催化材料、生物医疗、新能源材料、精密陶瓷、 数码打印及其他材料营收分别同比+4.22%、+10.01%、+6.53%、+48.34 ...

一季度业绩稳健增长，高阶产品需求继续上升 周期/化工 事件：公司发布 2025 年一季报，报告期内实现营业收入 2.39 亿元，同比增长 18.0%，归母净利润 0.63 亿元，同比增长 21.99%，扣非净利润 0.59 亿元，同 比增长 28.66%，符合预期。 ❑ 风险提示：能源成本上涨、新项目投产不及预期，下游需求不及预期。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 712 | 960 | 1225 | 1479 | 1768 | | 同比增长 | 8% | 35% | 28% | 21% | 20% | | 营业利润(百万元) | 195 | 285 | 364 | 455 | 564 | | 同比增长 | 3% | 46% | 28% | 25% | 24% | | 归母净利润(百万元) | 174 | 251 | 320 | 399 | 494 | | 同比增长 | -8% | 44% | 27% | 25% | 24% | ...

如果美国对这些关键矿产加征关税，并导致上述催化剂价格大幅上涨，那么炼油厂可能会改变其运 营方式以降低成本。如炼油厂可降低烷基化装置的开工率，转向生产甲苯或混合二甲苯，进而影响芳烃 市场。此外，烷基化装置和FCC装置开工率的变化将同时影响丙烯的供需。 萤石也是含氟化学品和含氟聚合物的上游原料。含氟化学品是聚氨酯等材料的发泡剂；含氟聚合物 （如特氟龙）在5G设备、半导体制造和锂离子电池中的重要性日益增加，还用作氢燃料电池和氯碱厂 的隔膜。 笔者还注意到，市场消息人士还担忧氧化钛被纳入征税范围。氧化钛是生产二氧化钛的原料，这使 得关税大棒开始影响美国涂料企业。此前，涂料企业已因美国对钢铁征收进口关税而备受成本压力，若 对氧化钛加征进口关税，将进一步增加涂料生产商的成本。 此外，特种催化剂也是值得关注的产品。如果美国对锑加征关税，聚对苯二甲酸乙二醇酯（PET） 的生产商可能提价，因为锑是PET生产的重要催化剂原料。同理，铋作为聚氨酯生产催化剂同样面临关 税风险。而根据美国地质调查局（USGS）的数据，包括铱、钕、铑、钌、镱和钇在内的多种矿产均用 于各类催化剂制造，而钯和铂则是汽车催化转化器的核心材料。可想而知，美国对 ...