中证智能财讯有研新材（600206）10月10日晚间披露业绩预告，预计2025年前三季度归母净利润2.3亿元至2.6亿元，同比增长101%-127%；扣非净利润预计 1.55亿元至1.7亿元，同比增长62%-78%。以10月10日收盘价计算，有研新材目前市盈率（TTM）约为63.51倍-70.75倍，市净率（LF）约4.7倍，市销率 （TTM）约2.14倍。 以本次披露业绩预告均值计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 300 @50 200 150 120.65 100 70.06 68.75 54x29 50 58.2 37x88 0 2020-06-30 ' 2020-12-37 2021-06-30 <- 12-37 2021-12-3- 5-12-37 2n- -○- 公司 -○- 行业均值 100 ହ 90 80 70 63a87 60 50 40 30 26.3 23x62 22d4 20 17016 10 4.88 0 2027-12-37 1 -06-30 ' 2021-06-30 2-06-30 -12-37 <- 12-37 . 1-12-37 2n- ← ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 新材料是新一轮科技革命和产业变革的基石与先导，是支撑现代化产业体系建设、培育新质生产力的关 键领域。加快发展新材料产业，对推动我国产业基础高级化、产业链现代化，实现高水平科技自立自 强，建设制造强国、质量强国具有重大战略意义。为系统谋划"十五五"时期新材料产业发展蓝图，依据 国家"十五五"规划纲要总体部署和《中国制造2035》战略要求，特制定本规划。 一、产业背景与发展形势 （一）"十四五"发展回顾 "十四五"期间，我国新材料产业规模持续壮大，创新能力显著提升，部分领域取得突破性进展。产业总 产值突破8.2万亿元，年均增速保持12%以上。关键战略材料保障能力稳步提高，前沿新材料研发与产 业化步伐加快。 ——成就： 在 超高强度钢、高性能碳纤维、半导体硅片、锂离子电池关键材料、生物医用材料 等领域 实现技术突破和规模化应用； 材料基因组、增材制造等 新方法应用深化；国家级新材料平台建设取得 成效；产业集聚效应增强，形成若干特色产业集群。 ——挑战： 部分 高端材料（如高端芯片用光刻胶、高纯度靶材、航空发动机 ...

据了解，中国科学院苏州生物医学工程技术研究所，由中国科学院、江苏省、苏州市三方共建，聚 焦生物医学工程装备、医学诊疗试剂、生物医用材料等方向的基础前沿和关键核心技术，持续产出高水 平原创成果、重大工程技术和装备，拥有150余项科研成果及产品，参与建设2家全国重点实验室，累计 孵化企业58家，技术服务收入超4亿元。 去年以来，苏州市科技局累计组织开展"研发机构赋能"系列活动15场次，带领超600家企业走进重 点研发机构，推动研发机构持续提升技术创新服务能力，达成合作意向超80项。 昨天（9月11日），2025年度"研发机构赋能"系列活动第五站走进中国科学院苏州生物医学工程技 术研究所，聚焦医疗器械产业关键核心技术突破，组织相关企业"带着技术难题走进来，瞄准解决方案 谈合作"，推动产学研深度融合，加速相关产业创新发展。 在企业需求对接环节，多家企业代表围绕实际研发中遇到的技术瓶颈和现实痛点，与相应研究所科 研团队进行深入交流和探讨。科研人员从技术可行性、解决方案、合作模式等多角度给予回应，现场交 流气氛热烈。 ...

Group 1 - The conference aims to promote international cooperation in the advanced materials sector under the "Belt and Road" initiative, scheduled for October 20-23, 2025, in Ningbo, China [3][4] - The event will gather over 500 materials science experts from more than 30 countries, focusing on cutting-edge breakthroughs and industrial transformation in new materials [4][5] - Eight major themes will be discussed, including two-dimensional materials, green composite materials, bio-based materials, and energy materials, emphasizing sustainable development [4][5] Group 2 - The conference will feature a main forum and eight thematic forums, addressing key issues in advanced materials and fostering cross-border collaboration [10][12] - Notable speakers include academicians and experts from various countries, enhancing the event's global perspective [11][12] - The event will facilitate the incubation of international joint R&D projects and the establishment of collaborative laboratories and technology transfer centers [5][10] Group 3 - The conference will focus on the efficient transformation of research outcomes into practical applications, aiming to create a collaborative innovation ecosystem involving academia, industry, and government [5][10] - Specific forums will address topics such as green agriculture, polymer recycling, and energy materials, highlighting the importance of interdisciplinary collaboration [20][21][22] - The event will also include a research成果展示区 to showcase cutting-edge research and foster partnerships [29][30]

Group 1 - The stock of Youyan New Materials reached a limit-up of 10.02% on September 1, trading at 25.03 yuan per share with a transaction volume of 2.332 billion yuan and a turnover rate of 12.03%, resulting in a total market capitalization of 21.189 billion yuan [1] - Youyan New Materials Co., Ltd. is located in Haidian District, Beijing, and primarily engages in the research and production of rare earth materials, thin film materials for micro-optics, biomedical materials, rare and precious metals, infrared optics, and optoelectronic materials, making it a key player in China's non-ferrous metal new materials industry [1] - The company has a registered capital of 846.553332 million yuan and holds or indirectly controls 18 enterprises, including 5 significant subsidiaries [1] Group 2 - As of March 10, Youyan New Materials had 189,300 shareholders, with an average of 4,471 circulating shares per person [2] - For the period from January to September 2024, Youyan New Materials reported operating revenue of 6.76 billion yuan, a year-on-year decrease of 18.75%, and a net profit attributable to shareholders of 115 million yuan, down 17.98% year-on-year [2]

Core Viewpoint - The article discusses the recently approved "Development Plan for Open Innovation of the Biopharmaceutical Industry Chain in China (Jiangsu) Free Trade Pilot Zone," which aims to enhance the biopharmaceutical industry's innovation capabilities and modernize its supply chain by 2030 [2]. Group 1: Key Tasks and Goals - The plan outlines 7 key areas and 18 specific tasks to promote integrated innovation across the entire biopharmaceutical industry chain [2]. - By 2030, the goal is to achieve rapid growth in the biopharmaceutical industry scale, optimize the innovation ecosystem, significantly enhance the modernization level of the industry chain, and improve the level of openness [2]. Group 2: R&D and Innovation - The plan emphasizes the importance of R&D innovation, focusing on advanced treatment methods such as immune cells, stem cells, and gene therapy, as well as innovative medical devices [3]. - Specific measures include strengthening the application of big data and artificial intelligence in drug design and medical device manufacturing, and supporting clinical research in relevant fields [3]. Group 3: Production and Distribution - The plan proposes pilot projects for segmented production of chemical raw materials and biological products, and reforms in the supervision of imported experimental animals [4]. - It aims to enhance the convenience of customs clearance for medical and research materials, leveraging Jiangsu's strong innovation capabilities and complete industry chain [4]. Group 4: Financial Support and Investment - The plan includes significant financial support measures, allowing qualified biopharmaceutical companies to list on various stock exchanges and issue bonds for financing [5]. - It encourages the establishment of investment funds focused on the biopharmaceutical industry and the issuance of real estate investment trusts (REITs) for eligible projects [5]. Group 5: Data Management - The plan highlights the importance of data management in the biopharmaceutical sector, proposing the development of a negative list for data export in this field [6]. - This initiative aims to facilitate efficient data export processes for companies, which is crucial for the overall development of the biopharmaceutical industry [6].

Core Viewpoint - The "Development Plan for the Open Innovation of the Biopharmaceutical Industry Chain in China (Jiangsu) Free Trade Zone" aims to enhance the biopharmaceutical industry's innovation capabilities and modernize its supply chain by 2030, with a focus on key areas such as large molecule biopharmaceuticals, cell and gene therapy, and innovative medical devices [1][2]. Group 1: Key Tasks and Goals - The plan outlines 18 key tasks across seven areas, including enhancing R&D innovation, improving product approval services, and strengthening supply chain systems [1][2]. - By 2030, the goal is to achieve rapid growth in the biopharmaceutical industry scale, optimize the innovation ecosystem, and significantly improve the level of openness and safety assurance capabilities [1][2]. Group 2: Industry Performance and Contribution - In 2024, Jiangsu's biopharmaceutical cluster is projected to generate revenues of 454.39 billion yuan and a profit of 73.04 billion yuan, accounting for 15.1% and 17.9% of the national totals, respectively, making it the leading province in China [2]. - The biopharmaceutical industry within the Jiangsu Free Trade Zone is expected to contribute approximately half of the province's total biopharmaceutical output [2]. Group 3: R&D and Innovation Measures - The plan emphasizes the application of big data and artificial intelligence in drug target screening, molecular design, and medical device manufacturing [2][3]. - It encourages clinical research in advanced treatment methods such as immunotherapy, stem cell therapy, and gene therapy, while supporting the establishment of national and industry standards [2][3]. Group 4: Production and Regulatory Framework - The plan proposes pilot projects for segmented production of chemical raw materials and biological products, as well as reforms in the supervision of imported experimental animals [3]. - It aims to enhance the convenience of customs clearance for medical and research materials, thereby improving the R&D and production environment for companies [3]. Group 5: Financial Support and Investment - The plan includes measures to support biopharmaceutical companies in listing on various stock exchanges and encourages the establishment of investment funds focused on the biopharmaceutical sector [4]. - It also addresses cross-border data flow issues by proposing a negative list for data export in the biopharmaceutical field, which is crucial for foreign investment [4][5].

Core Viewpoint - The article discusses the "Development Plan for Open Innovation of the Biopharmaceutical Industry Chain in the China (Jiangsu) Pilot Free Trade Zone," which aims to enhance the biopharmaceutical industry's innovation capabilities and modernize its supply chain by 2030 [2]. Group 1: Key Objectives and Tasks - The plan includes 7 key areas and 18 specific tasks focused on integrated innovation across the entire biopharmaceutical industry chain [2]. - By 2030, the goal is to achieve rapid growth in the biopharmaceutical industry scale, optimize the innovation ecosystem, and significantly enhance the modernization level of the industry chain [2]. Group 2: R&D and Innovation - The plan emphasizes the importance of R&D innovation, particularly in advanced treatment methods such as immunotherapy, stem cell therapy, and gene therapy [4]. - It proposes measures to strengthen the application of big data and artificial intelligence in drug design and medical device manufacturing [4]. Group 3: Production and Distribution - The plan suggests exploring pilot projects for segmented production of chemical raw materials and biological products, as well as reforming the regulatory model for imported experimental animals [5]. - It aims to improve the convenience of customs clearance for medical and research materials, leveraging Jiangsu's strengths in biopharmaceutical innovation [5]. Group 4: Financial Support and Investment - The plan highlights the need for enhanced financial support, allowing qualified biopharmaceutical companies to list on various stock exchanges and issue bonds for financing [7]. - It encourages the establishment of investment funds specifically for the biopharmaceutical industry and supports the issuance of real estate investment trusts (REITs) for eligible projects [7]. Group 5: Data Management and Cross-Border Flow - The plan addresses concerns regarding cross-border data flow in the biopharmaceutical sector, proposing the development of a negative list for data export in this field [8]. - The establishment of a public service platform for data export safety is also part of the initiative, which aims to facilitate efficient data management for enterprises [8].

Core Viewpoint - The Ministry of Commerce and the Jiangsu Provincial Government have issued a development plan for the biopharmaceutical industry chain in the China (Jiangsu) Free Trade Zone, focusing on innovation and technological advancement in biomedicine and medical devices [1] Group 1: Innovation and Technology - The plan emphasizes the need for technological innovation in biomedicine and medical devices [1] - It supports the implementation of major national scientific projects in the biopharmaceutical sector [1] - The initiative aims to break through key core technologies in innovative drugs and high-end medical devices [1] Group 2: Data and AI Applications - There is a strong focus on the application of big data and artificial intelligence in drug target screening, drug molecular design, and the design and manufacturing of medical devices [1] - The plan encourages enterprises to participate in the formulation of national and industry standards for cell and gene therapy products, AI medical devices, biomedical materials, and in vitro diagnostic reagents [1]

Core Viewpoint - The Ministry of Commerce and the Jiangsu Provincial Government have issued a development plan for the open innovation of the entire biopharmaceutical industry chain in the China (Jiangsu) Pilot Free Trade Zone, focusing on technological innovation in biomedicine and medical devices [1] Group 1: Technological Innovation - The plan emphasizes the need to support the implementation of major national scientific and technological projects in the biopharmaceutical field [1] - It aims to leverage new research organizations to achieve breakthroughs in innovative drugs and key core technologies for high-end medical devices [1] - The application of big data and artificial intelligence in drug target screening, drug molecular design, and medical device design and manufacturing is highlighted [1] Group 2: Standardization and Industry Participation - Companies are encouraged to participate in the formulation of national and industry standards for cell and gene therapy products, artificial intelligence medical devices, biomedical materials, and in vitro diagnostic reagents [1]