天眼查App显示，近日，五华区琦鑫塑料产品销售经营部（个体工商户）成立，法定代表人为郑琦，注 册资本1万人民币，经营范围为一般项目：塑料制品销售；化工产品销售（不含许可类化工产品）；生 物基材料销售；皮革制品销售；纸制品销售；模具销售；橡胶制品销售；耐火材料销售；金属制品销 售；软木制品销售；技术玻璃制品销售；石棉制品销售；密封件销售；海绵制品销售；玻璃纤维及制品 销售；合成材料销售；再生资源销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

天眼查App显示，近日，绿智健新材料（四会）有限公司成立，法定代表人为卢定进，注册资本1000万 人民币，经营范围为一般项目：高性能纤维及复合材料制造；生物基材料制造；产业用纺织制成品制 造；高性能纤维及复合材料销售；生物基材料销售；产业用纺织制成品销售；新材料技术研发；新材料 技术推广服务；生物基材料技术研发；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；机械设备研发；专业设计服务；玩具销售；家具销售；体育用品及器材零售；日用品销售；日用木 制品销售；竹制品销售；电子产品销售；化妆品批发；化妆品零售；厨具卫具及日用杂品零售；互联网 销售（除销售需要许可的商品）；货物进出口。（除依法须经批准的项目外，凭营业执照依法自主开展 经营活动）。 ...

Core Insights - Yuyiao Jiayi New Materials Co., Ltd. has been established with a registered capital of 200,000 RMB [1] - The company is engaged in various activities including new material technology promotion, sales of engineering plastics and synthetic resins, and sales of plastic products [1] Company Overview - The legal representative of the company is Li Xiaobin [1] - The business scope includes general projects such as sales of fiberglass reinforced plastic products, specialized chemical products (excluding hazardous chemicals), rubber products, and biobased materials [1] - The company also offers technical services, development, consulting, exchange, transfer, and promotion [1] Import and Export Activities - The company is involved in import and export activities, including goods import and export, technology import and export, and import and export agency services [1] - Operations are conducted independently based on the business license, except for projects that require approval [1]

Core Viewpoint - Fengyang County Xinyun Technology Co., Ltd. has been established with a registered capital of 200,000 RMB, indicating a focus on various technology and manufacturing sectors [1] Company Summary - The legal representative of the company is Shen Xuequn [1] - The registered capital of the company is 200,000 RMB [1] - The company operates in multiple areas including technology intermediary services, bio-based materials manufacturing, and refractory materials production [1] Business Scope - The business scope includes general projects such as: - Technology intermediary services - Manufacturing of bio-based materials - Production of refractory materials - Information consulting services (excluding licensed information consulting services) - Processing and handling of non-metal waste and scraps - Sales of non-metal minerals and products - Manufacturing of non-metal mineral products - Processing of construction stones - Sales of construction materials - Manufacturing and sales of coatings (excluding hazardous chemicals) - Production of chemical products (excluding licensed chemical products) - Sales of new metal functional materials - Sales of metal ores - Processing of metal waste and scraps (excluding licensed businesses) [1]

Investment Rating - Industry investment rating: Overweight [1] Core Views - The chemical sector's overall performance ranked 17th this week, with a decline of 0.95%, underperforming the Shanghai Composite Index by 1.16 percentage points and the ChiNext Index by 2.91 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated growth in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Summary by Sections Industry Performance - The chemical sector's performance this week was -0.95%, ranking it 17th among all sectors, while the top three performing sectors were power equipment, non-ferrous metals, and electronics [22][23] - The top three individual stocks in the chemical sector this week were Bluefeng Biochemical (61.16%), Shangwei New Materials (44.81%), and Huarsoft Technology (31.83%) [28] Key Industry Dynamics - A new plan for stable growth in the petrochemical industry was released by seven departments, aiming for an average annual growth of over 5% in value added from 2025 to 2026 [34] - The plan emphasizes the importance of technological innovation, digital empowerment, and environmental sustainability in the petrochemical sector [34] Investment Opportunities - Synthetic biology is highlighted as a key area for growth, with companies like Kasei Biotech and Huaheng Biological being recommended for investment [4][8] - The third-generation refrigerants are expected to enter a high prosperity cycle due to upcoming quota policies and stable demand growth from the air conditioning and cold chain markets [5] - The electronic specialty gases market presents significant domestic substitution opportunities, driven by rapid upgrades in the semiconductor and photovoltaic industries [6][8] - Light hydrocarbon chemicals are identified as a global trend, with a shift towards lighter raw materials expected to enhance the value of leading companies in this sector [8] - The COC polymer industry is accelerating its domestic industrialization process, with companies like AkzoNobel being recommended for attention [9] - Potash fertilizer prices are anticipated to rebound as supply tightens and demand increases due to rising agricultural planting intentions [10] - The MDI market is expected to improve due to oligopolistic supply dynamics and stable demand from polyurethane applications [12]

天眼查App显示，近日，六安鑫盛新型材料科技有限公司成立，法定代表人为王华，注册资本100万人 民币，经营范围为一般项目：新材料技术研发；新材料技术推广服务；新型金属功能材料销售；生物基 材料销售；电子专用材料制造；电子专用材料研发；人造板制造；防腐材料销售；合成材料销售；超材 料销售；人造板销售；橡胶制品销售；金属材料销售；市政设施管理；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广；建筑材料销售；建筑装饰材料销售；非金属矿及制品销售；轻质 建筑材料销售；建筑防水卷材产品销售；保温材料销售；居民日常生活服务；住宅水电安装维护服务； 五金产品零售；交通及公共管理用金属标牌制造；交通及公共管理用标牌销售；塑料制品销售；家具安 装和维修服务；高品质特种钢铁材料销售（除许可业务外，可自主依法经营法律法规非禁止或限制的项 目）。 ...

Core Insights - The Nanjing Jiangbei New Materials Science and Technology Park is actively promoting innovation and development in the new materials industry, having signed 10 technology projects and inaugurated 4 innovation centers during the New Materials Industry Innovation Development Conference [2][4]. Group 1: Innovation Ecosystem - The park has established a deep integration of "industry, academia, research, finance, and application," creating a robust innovation ecosystem to support high-quality development in the new materials sector [2][3]. - The newly formed New Materials Industry Innovation Alliance includes 12 new members, enhancing collaborative efforts in research and development [4]. Group 2: Market Opportunities - The chemical new materials industry is evolving towards high-tech leadership, rapid product iteration, and broad demand coverage, driven by the growth of strategic emerging industries such as robotics and new energy vehicles [3][4]. - The demand for high-end chemical new materials is increasing, providing unprecedented market opportunities for innovation [3]. Group 3: Project Development - The Jiangbei New Materials Science and Technology Park is set to complete a pilot test base for new materials by October this year, which will facilitate the transition of research outcomes from the lab to production [5][6]. - The park has signed several high-tech projects, including those focused on organic OLED materials and semiconductor electronic chemicals, indicating a strong focus on advanced technology [7][8]. Group 4: Support and Services - The park has implemented comprehensive support services for enterprises, including streamlined approval processes and dedicated service teams, which have significantly accelerated project initiation and construction [8]. - The park's infrastructure, such as public utility corridors, and its proactive service approach have encouraged companies to pursue new projects with confidence [7][8].

Core Insights - The event focused on the theme "CMF Innovation · Quality Manufacturing for the Future," addressing the material and design upgrade needs in industries such as biomedicine, apparel, and rail transportation in Hebei Province [1][4] - Experts and representatives discussed how CMF (Color, Material, Finish) design can enhance product high-end, green, and brand development [1][3] Group 1: Event Overview - The CMF design matchmaking event was held at the Xiong'an Green Building Exhibition Center, with nearly a hundred participants from CMF companies, design institutions, and local industry clusters [1] - The event aimed to connect Hebei's manufacturing sector with international material and design resources, creating an innovative collaboration platform that integrates "materials - design - manufacturing - application" [4] Group 2: Expert Insights - Former Lenovo senior CMF designer Zhou Lan emphasized the role of CMF design in enhancing product recognition, emotional value, and sustainable competitiveness, particularly in biomedicine and rail transportation [3] - Ye Yuling, project manager at Shengwu Technology Co., shared advancements in bio-based, biodegradable, and recycled materials, advocating for sustainable principles in CMF design to support the "dual carbon" goals [3] Group 3: Market Trends - Jing Kaiyuan, general manager of New Materials Online, presented the "2025 New Materials Demand Trend Report," analyzing the application prospects of smart materials, eco-friendly materials, and health-functional materials in biomedicine, apparel, and transportation equipment [3] - The event facilitated discussions between representatives from Hebei's biomedicine, apparel, and rail transportation sectors and CMF experts on topics such as material selection, color trends, surface treatment processes, and environmental compliance [3]

天眼查App显示，近日，成都鸿宁万发新材料科技有限公司成立，法定代表人为陈金龙，注册资本50万 人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；涂 料销售（不含危险化学品）；涂料制造（不含危险化学品）；信息咨询服务（不含许可类信息咨询服 务）；信息技术咨询服务；塑料制品销售；涂装设备销售；塑料制品制造；货物进出口；技术进出口； 新型膜材料销售；新型膜材料制造；新材料技术研发；生物基材料制造；建筑材料销售；涂装设备制 造；生物基材料销售；专用化学产品销售（不含危险化学品）；化工产品销售（不含许可类化工产 品）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，吉安智合新材料有限公司成立，法定代表人为胡国辉，注册资本10万人民币， 经营范围为一般项目：货物进出口，新材料技术推广服务，工程塑料及合成树脂销售，新型催化材料及 助剂销售，生物基材料销售，合成材料销售，机械设备研发，皮革制品销售，皮革销售，非金属矿及制 品销售，技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广，化工产品销售（不含许可 类化工产品），日用化学产品销售，工程和技术研究和试验发展，新材料技术研发，皮革、毛皮及其制 品加工专用设备销售，塑料制品销售，产业用纺织制成品销售，表面功能材料销售，信息咨询服务（不 含许可类信息咨询服务），企业管理咨询（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...