随着"十五五"规划的推进，发展新质生产力、筑牢现代化产业体系成为国家核心战略方向。而在这一战 略布局中，新材料产业作为高端制造的"基石"，被提升为支撑产业升级的基础与先导，直接关系产业链 供应链安全。从新能源汽车的续航突破到半导体芯片的自主可控，从生物医用的技术革新到航空航天的 装备升级，新材料都扮演着"幕后核心"角色。 对于正规划未来的高中考生和家长而言，选专业的核心是找准国家战略与个人发展的契合点。"十五 五"期间，新材料产业将迎来7.2万亿元市场规模向13.5-16万亿元跨越的黄金发展期，相关专业人才缺口 已达400万。今天，小编就结合十五五发展趋势，全面解析新材料相关专业，帮你精准锁定未来可期的 优质赛道！ 作为工科领域的战略级核心专业，材料科学与工程兼具学科综合性、应用前瞻性、产业刚需性三重优 势，适配度拉满，堪称新材料领域的"综合型王牌专业"，更是贴合国家战略、兼顾长线发展与高薪潜力 的优质工科优选。 该专业是十五五重点布局的前沿材料核心载体，聚焦各类高性能材料的研发、制备、改性与应用，培养 材料设计、性能检测、工艺优化等核心能力，课程兼具理论深度与产业适配性，涵盖材料科学基础、材 料力学、纳米材 ...

截至2025年12月21日，北交所挂牌公司共286家，总股本396.11亿股，流通股本252.03亿股。 从成交量上来看，上周（12月15日-12月21日），北交所周成交量为49.63亿股，环比增长15.91%；周成交金额为1131.55亿元，环比上周增长15.96%。 | 项目 | 本周 | 比上周增减(%) | | --- | --- | --- | | 成交数量(亿股) | 49.63 | 15.91% | | 成交金额(亿元) | 1131.55 | 15.96% | | 成交均价(元) | 22.80 | 0.04% | 上周（12月15日-12月21日），北证50指数周跌0.13%至1445.84点。北证50成分股中，25只上涨，0只平盘，25只下跌。 其中，天力复合（920576）涨幅居首，上涨41.42%，云星宇（920806）居次，上涨10.94%。锦波生物（920982）跌幅居首，下跌8.54%，曙光数创 （920808）居次，下跌5.63%。 江苏省精创电气股份有限公司 新股发行方面，12月15日-12月21日，北交所有1家开启申购、2家公司上市申请获受理、2家公司上市委会议通过、1家公 ...

证券时报·数据宝统计，根据深交所、上交所、北交所上市委会议公告， 将有7家企业首发事项上会。 从拟上市板来看，盛龙股份拟登陆深市主板；视涯科技拟科创板IPO；长裕集团拟沪市主板上市；固德 电材拟创业板IPO；英氏控股、赛英电子等3家企业拟北交所IPO。 拟募资额方面， 即将上会的7家企业中，拟募集资金最多的是视涯科技，预计募集资金20.15亿元，募资 拟投向超高分辨率硅基OLED微型显示器件生产线扩建项目、研发中心建设项目等项目。其次是盛龙股 份、固德电材，拟募资金额分别为15.30亿元、11.76亿元。地域分布看，即将上会企业中，江苏省有3家 企业上榜，山东省、安徽省、河南省、湖南省分别有1家企业上榜。 拟上会公司中，按保荐机构统计，固德电材、赛英电子等2家公司的保荐机构为东吴证券。 2家主板公司拟上会 长裕集团主要从事锆类产品、特种尼龙产品、精细化工产品的研发、生产和销售。 固德电材主营业务为新能源汽车动力电池热失控防护零部件及电力电工绝缘产品的研发、生产和销售。 1家科创板公司拟上会 视涯科技是全球领先的微显示整体解决方案提供商，核心产品为硅基OLED微型显示屏，并为客户提供 包括战略产品开发、光学系统 ...

Core Viewpoint - Debang Technology (SH 688035) announced that as of December 15, 2025, its major shareholder, Zhoushan Taizhong Venture Capital Partnership, holds approximately 8.56 million shares, accounting for 6.01% of the total share capital [1] Group 1: Shareholding and Pledge Information - Zhoushan Taizhong pledged 6.7 million shares, which represents 78.31% of its total holdings and 4.71% of the company's total share capital [1] - After this pledge, the cumulative pledged shares amount to 6.7 million, maintaining the same percentages as above [1] Group 2: Financial Performance - For the year 2024, Debang Technology's revenue composition is as follows: electronic packaging materials account for 99.85%, while other businesses contribute 0.15% [1] - The current market capitalization of Debang Technology is 6.9 billion yuan [1]

Group 1 - The core point of the article is that Debang Technology has completed a share reduction plan, with the National Integrated Circuit Fund reducing its stake by 2,844,800 shares, representing 2% of the company's total share capital [1] - As of November 26, 2025, the share reduction was executed through centralized bidding and block trading methods [1] - Debang Technology's revenue composition for the year 2024 indicates that electronic packaging materials account for 99.85% of total revenue, while other businesses contribute only 0.15% [1] Group 2 - The current market capitalization of Debang Technology is reported to be 6.4 billion yuan [2]

Core Viewpoint - Jiemai Technology's stock price has shown a significant increase of 43.04% year-to-date, despite recent declines in the short term [1][2] Financial Performance - For the period from January to September 2025, Jiemai Technology reported revenue of 1.526 billion yuan, reflecting a year-on-year growth of 13.74% [2] - The company's net profit attributable to shareholders was 176 million yuan, which represents a slight decrease of 0.70% year-on-year [2] Stock Market Activity - As of November 25, Jiemai Technology's stock price was 29.37 yuan per share, with a market capitalization of 12.657 billion yuan [1] - The stock experienced a trading volume of 33.4245 million yuan and a turnover rate of 0.28% [1] - The stock has seen a net outflow of 546,400 yuan in principal funds, with significant buying and selling activity from large orders [1] Shareholder Information - As of November 20, the number of shareholders for Jiemai Technology increased to 15,300, marking a rise of 22.92% [2] - The average number of circulating shares per shareholder decreased by 18.64% to 26,458 shares [2] Dividend Distribution - Since its A-share listing, Jiemai Technology has distributed a total of 673 million yuan in dividends, with 274 million yuan distributed over the past three years [3] Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder is Quan Guo Xu Yuan Mixed A, holding 16.7727 million shares as a new shareholder [3] - Hong Kong Central Clearing Limited is the third-largest circulating shareholder, increasing its holdings by 5.8763 million shares to 10.4845 million shares [3] - Other new institutional shareholders include Huaxia Industry Prosperity Mixed A and Huaxia Excellent Growth Mixed A, holding 9.7127 million shares and 4.7557 million shares respectively [3]

Investment Rating - The report maintains a "Recommended" rating for the company [3][6]. Core Insights - The company achieved a record high revenue in Q3 2025, with total revenue reaching 1.526 billion yuan, a year-on-year increase of 13.74%. The net profit attributable to shareholders was 176 million yuan, a slight decrease of 0.7% year-on-year [6]. - The company plans to accelerate capacity expansion through the acquisition of Jiangxi Hongmei by its subsidiary, Ruzhen Technology, for 26 million yuan. This acquisition aims to enhance production capabilities in new film materials and electronic specialty materials [6]. - The company is focused on becoming a one-stop service provider for materials required in the global electronic component packaging process, with projected revenues of 2.2 billion yuan in 2025, 2.6 billion yuan in 2026, and 3.5 billion yuan in 2027, reflecting growth rates of 21%, 18%, and 35% respectively [6]. Financial Forecast Summary - **Revenue Forecast**: - 2024: 1.817 billion yuan - 2025: 2.200 billion yuan (21.1% growth) - 2026: 2.600 billion yuan (18.2% growth) - 2027: 3.500 billion yuan (34.6% growth) [3][7] - **Net Profit Forecast**: - 2024: 202 million yuan - 2025: 257 million yuan (27.3% growth) - 2026: 345 million yuan (34.0% growth) - 2027: 510 million yuan (47.7% growth) [3][7] - **Earnings Per Share (EPS)**: - 2024: 0.47 yuan - 2025: 0.60 yuan - 2026: 0.80 yuan - 2027: 1.18 yuan [3][7] - **Valuation Ratios**: - Price-to-Earnings (PE) ratio for 2025 is projected at 56.02, decreasing to 28.29 by 2027 [3][7].

Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. (referred to as "Jiemai Technology") reported a revenue of 564 million yuan in Q3 2025, representing a year-on-year growth of 12.19%, and a net profit attributable to shareholders of 77.43 million yuan, up 38.53% year-on-year, driven by strong demand in various sectors including 5G, cloud computing, and new energy vehicles [1][2]. Group 1 - The high demand in the consumer electronics industry is attributed to a combination of policies, technology advancements, and market needs, with the "old-for-new" policy and increased investment in new infrastructure directly benefiting the demand side [1][2]. - The company's core product, electronic packaging materials, is operating at full capacity, and the utilization rate of electronic-grade film materials is gradually increasing, leading to record-high revenue in Q3 [2]. - Jiemai Technology is expanding into the field of composite current collectors for new energy battery anodes and cathodes through its subsidiary, Zhejiang Rouzhen Technology Co., Ltd., with plans to add 7 composite aluminum foil production lines and 4 composite copper foil production lines this year [2]. Group 2 - The composite aluminum foil focuses on high safety scenarios, addressing mechanical short-circuit issues in ternary lithium batteries, while composite copper foil aims to reduce costs, enhancing battery energy density [3]. - The rapid development of the PCB industry is driving demand for differentiated products such as HVLP copper foil and PCB carrier copper foil, which are essential for high-end markets like AI servers and intelligent equipment [3]. - The demand for HVLP copper foil is increasing due to the growing need for AI computing power, as it is a critical raw material for high-speed copper-clad laminates, which are currently in short supply [3].

Group 1 - The core point of the article is that Debang Technology (SH 688035) held its 20th meeting of the second board session on October 24, 2025, to review proposals related to the revision and establishment of certain corporate governance systems [1] - For the fiscal year 2024, Debang Technology's revenue composition is heavily weighted towards electronic packaging materials, which account for 99.85% of total revenue, while other businesses contribute only 0.15% [1] - As of the time of reporting, Debang Technology has a market capitalization of 7.5 billion yuan [1] Group 2 - The article also highlights the booming secondary market for biopharmaceuticals in China, with overseas licensing deals reaching 80 billion USD this year, while the primary market is experiencing a fundraising slowdown [1]

Group 1 - The core point of the article is that Debang Technology has announced a share buyback program, having repurchased approximately 800,000 shares, which represents 0.5659% of its total share capital [1] - The buyback was conducted through the Shanghai Stock Exchange trading system, with a total expenditure of approximately 30.87 million RMB [1] - The highest and lowest prices for the repurchased shares were 40.45 RMB and 35.79 RMB per share, respectively [1] Group 2 - As of the report, Debang Technology's market capitalization stands at 8.2 billion RMB [2] - For the fiscal year 2024, the company's revenue composition is heavily weighted towards electronic packaging materials, accounting for 99.85% of total revenue, while other businesses contribute only 0.15% [1]