（文章来源：中国新闻网） 一企带一链，一链成一片。宁化县以纳新硅业为龙头，先后吸引天翊、三浦、和泰等12家硅基新材料产 业链上企业落地园区，其中已投产9家。目前，"生胶、硅油—混炼胶、液态硅橡胶—硅胶制品"的硅基 新材料主产业链已基本成型：拥有纳新、固泰等4家规上工业企业，2024年实现产值3.58亿元，待12个 项目全部投产后预计年产值5亿元以上。 宁化县按照"一区多园"模式，规划建设了省级华侨经济开发区，设有工业、食品加工、新材料产业专业 园，建成小微企业孵化、白色家电、智能制造等多个"园中园"，为承接硅油、硅橡胶、硅树脂等硅基新 材料产业链项目打造优质平台。(完) 中新网三明5月26日电(雷露微刘博文)连日来，位于福建省三明市宁化县新材料产业专业园区的福建纳 新硅业有限公司生产车间内，工人正紧张有序地进行产品生产、打包。 纳新硅业公司总投资5.1亿元，2024年10月建成投产，以白炭黑为主要原材料，主要生产气相胶、混炼 胶、阻燃胶、生胶硅油等产品，年产有机硅橡胶4万余吨。"一季度，公司的订单量突破6千吨，产值近 1.2亿元。"公司总经理孙强介绍。 作为宁化首个硅胶规上企业，纳新硅业年产值达6亿元，在全国 ...

证券代码：920098 证券简称：科隆新材 公告编号：2025-058 陕西科隆新材料科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 √分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 9 日 活动地点：公司会议室、线上会议 参会单位及人员：财通证券、东方财富证券、开源证券、国新证券、西部证 券、银河证券、上海元能私募基金管理有限公司、博润银泰投资管理有限公司。 上市公司接待人员：董事长邹威文先生、总经理邹鑫先生、财务总监杨锦娟 女士、副总经理兼董事会秘书任瑞婷女士、副总经理王东平先生。 三、 投资者关系活动主要内容 问题 1：公司在橡塑新材料领域有哪些技术壁垒？如何支撑行业地位？ 回答：橡塑新材料产品的技术核心在于配方和工艺，以及场景化技术转化验 1 证体系。公司依托近 30 年积淀形成 200+成熟混炼胶配方库，可针对军工、煤炭 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2]. Core Viewpoints - The commercialization of humanoid robots is accelerating, with a focus on four major investment themes related to the chemical sector. In Q1 2025, over 35 companies launched new humanoid robot products, with more than 21 from China. The market for humanoid robots is expected to reach 8.239 billion yuan, accounting for about 50% of the global market by 2025 [5][28]. Summary by Sections Market Performance - The basic chemical industry index increased by 2.7% from April 18 to April 25, outperforming the Shanghai Composite Index by 2.1 percentage points and the ChiNext Index by 1.0 percentage points. Year-to-date, the basic chemical industry index has risen by 1.7%, surpassing the Shanghai Composite Index by 3.4 percentage points and the ChiNext Index by 10.8 percentage points [3][16]. Investment Themes 1. **Equity Investment Strategy**: The humanoid robot industry is projected to produce over 10,000 units by 2025, with significant market potential. Chemical companies can enhance their technological attributes through early-stage equity investments [5][28]. 2. **Polymer Materials**: Humanoid robots require various polymer materials, with modified plastics being a key solution for lightweight components. The demand for PEEK is expected to grow significantly, with a projected CAGR of 16.8% from 2022 to 2027 [5][29]. 3. **Tendon Materials**: Tendon systems are crucial for humanoid robots, with UHMWPE and carbon fiber being ideal materials due to their superior properties. Companies like Tongyi Zhong and Nanshan Zhishang are leading in UHMWPE production [5][6]. 4. **Electronic Skin Materials**: The electronic skin market is expected to grow from 6.3 billion USD in 2024 to 30 billion USD by 2034, with companies like Fulei New Materials and Hanwei Technology actively developing flexible sensor materials [5][6]. Product Price Changes - The report lists significant price changes for chemical products, with the top gainers including glyphosate (+16.3%) and liquid nitrogen (+13.7%). Conversely, coal tar saw a decline of 11.8% [5]. Investment Recommendations - Core assets in the chemical sector are entering a long-term value zone, with companies like Baofeng Energy and Wanhua Chemical recommended for investment. Additionally, sectors facing supply constraints, such as vitamins and refrigerants, are highlighted for their potential price elasticity [5][14][15].

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2]. Core Viewpoints - The commercialization of humanoid robots is accelerating, with a focus on four major investment themes related to the chemical sector. In Q1 2025, over 35 companies launched new humanoid robot products, with more than 21 from China. The market for humanoid robots is expected to reach 8.239 billion yuan, accounting for about 50% of the global market by 2025 [5][28]. Summary by Sections Market Performance - The basic chemical industry index increased by 2.7% from April 18 to April 25, outperforming the Shanghai Composite Index by 2.1 percentage points and the ChiNext Index by 1.0 percentage points. Year-to-date, the basic chemical industry index has risen by 1.7%, surpassing the Shanghai Composite Index by 3.4 percentage points and the ChiNext Index by 10.8 percentage points [3][16]. Investment Themes 1. **Equity Investment Strategy**: The humanoid robot industry is projected to produce over 10,000 units by 2025, with significant market potential. Chemical companies can enhance their technological attributes through early-stage equity investments [5][28]. 2. **Polymer Materials**: Humanoid robots require various polymer materials, with modified plastics being a key solution for lightweight components. The demand for PEEK is expected to grow significantly, with a projected CAGR of 16.8% from 2022 to 2027 [5][29]. 3. **Tendon Materials**: Tendon systems are crucial for humanoid robots, with UHMWPE and carbon fiber being ideal materials due to their superior properties. Companies like Tongyi Zhong and Nanshan Zhishang are leading in UHMWPE production [6][29]. 4. **Electronic Skin Materials**: The electronic skin market is expected to grow from 6.3 billion USD in 2024 to 30 billion USD by 2034, with companies like Fulei New Materials and Hanwei Technology actively developing flexible sensor materials [5][29]. Product Price Changes - The report lists significant price changes for chemical products, with the top gainers including glyphosate (+16.3%) and liquid nitrogen (+13.7%). Conversely, coal tar saw a decline of 11.8% [5][6]. Investment Recommendations - Core assets in the chemical sector are entering a long-term value zone, with companies like Baofeng Energy and Wanhua Chemical recommended for investment. Additionally, sectors facing supply constraints, such as vitamins and refrigerants, are highlighted for their potential price elasticity [5][14].