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新材料50ETF(159761)涨超2.7%,下游需求增长与技术突破或驱动行业景气
Mei Ri Jing Ji Xin Wen· 2025-07-08 06:45
Group 1 - The core viewpoint highlights significant breakthroughs in the field of thermal radiation metamaterials, aided by AI technology for mass production of material design, providing new solutions for efficient thermal management applications [1] - The global nylon 66 industry is accelerating its expansion, with BASF announcing expansion plans and Pingmei Shenma Group achieving domestic breakthroughs in key raw material adiponitrile technology [1] - The lightweight material PEEK (polyether ether ketone) for humanoid robots continues to attract market attention, driving technological upgrades in the industry chain [1] Group 2 - Guohai Securities emphasizes that new materials are a crucial direction for the future development of the chemical industry, currently experiencing rapid growth in downstream demand, with domestic new materials expected to enter a phase of accelerated growth due to policy support and technological breakthroughs [1] - The new materials industry is considered a foundational industry that supports the development of important fields such as electronic information, new energy, biotechnology, and energy conservation and environmental protection [1] - Analysts are focusing on new material companies with strong core supply chains, robust R&D capabilities, and excellent management, as the new materials industry is catalyzed by downstream application sectors, gradually entering a prosperous cycle [1] Group 3 - The New Materials 50 ETF tracks the new materials index, which is compiled by China Securities Index Co., Ltd., selecting listed companies from the Shanghai and Shenzhen markets involved in advanced structural materials and functional materials [1] - The index covers multiple sub-industries, including chemicals and non-metallic metals, reflecting the overall performance of listed companies in the new materials industry [1] - Component stocks within the index exhibit high growth potential and innovation capabilities [1]
热辐射超材料用上“AI设计师”
Ke Ji Ri Bao· 2025-07-03 23:32
Core Viewpoint - The development of a reverse design AI model for thermal radiation metamaterials by a research team at Shanghai Jiao Tong University significantly enhances the efficiency of material design, enabling rapid generation of numerous candidate designs for various applications [1][2]. Group 1: AI Model Development - The AI model can filter through over 50,000 design combinations in just three months, a process that would take an astronomical amount of time using conventional methods [1]. - The model is inspired by the three-dimensional topology of biological structures and utilizes a novel "three-plane modeling method" to accurately describe three-dimensional structural units [1]. - A comprehensive database containing 57,110 sets of data has been established, linking materials, superstructures, and spectral performance [1]. Group 2: Practical Applications - The team validated the model's effectiveness by designing and experimentally verifying four types of thermal radiation metamaterials for specific applications, including flexible films, coatings, and patches [2]. - In outdoor tests, these metamaterials demonstrated excellent self-cooling effects, with single-band selective metamaterials showing surface temperatures 2.5°C and 5.3°C lower than broadband metamaterials and commercial white paint, respectively [2]. - The experimental results indicate the model's potential applications in building energy efficiency and mitigating urban heat island effects [2].
热辐射超材料重大原创突破:AI模型助力材料设计突破上限,实现批量生成
news flash· 2025-07-03 12:05
Core Viewpoint - The Shanghai Jiao Tong University team has achieved a significant breakthrough in the field of thermal radiation metamaterials by constructing an AI model for reverse design, which allows for the mass generation of candidate designs for thermal radiation metamaterials, thus surpassing existing material design limitations [1] Group 1 - The breakthrough involves the development of an AI model that enables the reverse design of thermal radiation metamaterials [1] - The research results were published in the journal "Nature" on July 2 [1] - The new approach allows for the selection of the best candidates from a large pool of generated designs, enhancing the efficiency of material development [1]