（编辑 丛可心） 证券日报网2月27日讯 ，飞荣达在接受调研者提问时表示，公司有很多产品已应用于AI相关领域，随着 AI的快速发展和广泛应用，对算力基础设施提出更高的要求，同时将会对散热及电磁屏蔽解决方案提 出更高的需求。以前终端的散热方式以被动散热为主，现在逐渐转向主动散热为主，公司可为AIPC、 AI手机等终端产品提供的散热产品，包括石墨片、石墨烯、热管、VC、相变储能材料、微型风扇和微 泵液冷等导热材料及器件和电磁屏蔽材料及器件等相关产品等，单机价值量也大幅度提升。长期以来， 公司也积极配合客户需求开展相关产品的研发和技术储备，通过持续的产品研发并迭代更新，比如微泵 液冷、微型风扇、微型散热模组、压电风扇等，为客户提供更适配、更优质的产品。 ...

Core Viewpoint - The new materials industry is crucial for supporting modern industrial systems and achieving high-level technological self-reliance in China, with significant strategic importance for building a strong manufacturing and quality nation [2]. Industry Background and Development Situation - During the 14th Five-Year Plan, China's new materials industry saw continuous growth, with total output value exceeding 8.2 trillion yuan and an average annual growth rate of over 12% [4]. - Achievements include breakthroughs in ultra-high-strength steel, high-performance carbon fiber, semiconductor silicon wafers, and key materials for lithium-ion batteries [4]. - Challenges remain in high-end materials and the need for improved self-sufficiency in core processes and equipment [4]. Overall Requirements - The guiding ideology emphasizes innovation-driven development, demand-oriented approaches, and green low-carbon principles, focusing on enhancing the self-sufficiency of strategic materials and original innovation capabilities [8]. - Basic principles include innovation leadership, application orientation, enterprise-driven collaboration, and green development [9]. Development Goals (by 2030) - Comprehensive security capability for strategic materials to exceed 80%, with a focus on achieving global leadership in original achievements in frontier new materials [11]. - Continuous increase in R&D investment intensity, aiming to break through over 500 key core technologies [11]. - Establishment of over 20 distinctive, complete, and internationally leading new materials industrial clusters [11]. Key Development Directions - Advanced basic materials include ultra-high-strength automotive steel and high-performance aluminum alloys [13][14]. - Key strategic materials focus on high-temperature alloys and advanced semiconductor materials [18][19]. - New energy materials target high-energy-density battery materials and photovoltaic materials [21]. Key Tasks and Major Projects - Focus on urgent new materials needed in critical application areas such as aerospace, new energy vehicles, and electronic information [27]. - Specific projects include developing high-performance carbon fiber composites for aircraft and high-nickel ternary cathode materials for batteries [29][31][32]. Collaborative Innovation System - Establish a collaborative innovation system that integrates enterprises, academia, and research institutions to enhance innovation capabilities [51]. - Plans to build five national new materials laboratories and ten engineering research centers to support innovation [52]. Market Cultivation for Key New Materials - Implement insurance compensation mechanisms for the first application of key new materials to encourage market adoption [56]. - Establish a project library for demonstration projects to showcase the advantages of new materials in practical applications [57]. Breakthroughs in Key Processes and Equipment - Focus on overcoming bottlenecks in key processes and specialized equipment for new materials production [61]. - Plans to support the development of over 80 key processes and equipment technologies, aiming for significant improvements in production efficiency and cost reduction [64].

特朗普最近的举动，再次让人傻眼！一边口口声声表示计划四月访问中国，谈合作，一边却突然宣布对中国石墨加征160%的关税，仿佛在自我矛盾中挥舞 着关税大棒。这样的举动，不仅让人感到匪夷所思，也让全球为之震惊——这个反复无常的政策，到底是想要什么？他是否明白这样一刀切的制裁，最终会 对美国本国带来怎样的后果？ 石墨，这个看似不起眼的物质，实际上是电动车电池的核心部分。美国的这一决定，简直是断掉了自己的退路。在电动车产业中，石墨几乎占据了锂电池负 极材料的90%以上，缺了它，电池的效能几乎等于零。中国的石墨产业已经处于全球领先地位，2025年，中国人造石墨的产量预计将达到267万吨，占全球 负极材料总出货量的92.7%，这个份额几乎是垄断的。但这不是因为低价倾销，而是凭借着几十年技术积累和产能优势。 美国为何此时才开始对中国的石墨产业下手？其实，这并不是一时兴起。美国早在之前就意识到，石墨这一资源的重要性。国际能源署曾预测，到2040年， 全球石墨需求量将达到1602.3万吨，是2021年的四倍多。随着全球加速向低碳和电气化转型，石墨的需求只会持续增长。然而，特朗普此时的制裁，简直是 在与全球发展趋势背道而驰。 然而 ...

Core Insights - The 10th International Carbon Materials Conference and Exhibition (Carbontech 2026) will take place from June 10-12, 2026, at the Shanghai New International Expo Center, reflecting the acceleration of strategic emerging industries and high-end manufacturing systems in China [1][2] - Carbon materials, including carbon fiber, carbon nanotubes, graphene, and silicon-carbon anodes, are becoming essential materials for future industries due to their unique physical and chemical properties [1][3] Group 1: Event Overview - Carbontech 2026 will merge with the iTherM2026 and AMTE2026 exhibitions to form the FINE2026, aiming to establish a benchmark exhibition in the new materials sector with a focus on future industries [2] - The exhibition will cover an area of 50,000 square meters, featuring over 800 participating companies, 200+ research institutions, and attracting more than 100,000 professional visitors [2] Group 2: Industry Significance - Carbon materials have maintained their strategic importance throughout various stages of industrial civilization, evolving from graphite and activated carbon to advanced materials like diamond semiconductors and carbon fiber [3] - The conference serves as a vital platform for academic exchange and industry collaboration, showcasing the strategic value and enduring vitality of carbon materials in energy, information, and advanced technology sectors [3] Group 3: Recent Developments - The 2025 Carbontech event attracted over 10,000 professional visitors and featured nearly 400 exhibitors, highlighting the industry's growth and the increasing interest in carbon materials [6][8] - The event included specialized areas focusing on diamond and superhard materials, as well as carbon materials for energy and equipment, demonstrating the innovative applications and solutions in strategic fields [8][11] Group 4: Future Trends - With the rapid development of emerging industries such as artificial intelligence, semiconductors, and new energy vehicles, carbon materials are expected to experience significant growth and application expansion [11] - The conference will feature a dedicated area for new product launches, allowing companies to showcase technological breakthroughs and connect with potential customers [14]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：材料PLUS 近日，厦门大学材料学院官方网站更新的师资信息显示，青年学者李俊竺博士已于2026年1月正式全职 加入厦门大学材料学院，受聘为教授、博士生导师。她的学术头衔还包括入选国家高层次青年人才计划 以及厦门大学最高层次的"南强青年拔尖人才（A类）"。 李俊竺教授于2013年9月至2017年7月在厦门大学物理系攻读并获学士学位，是厦门大学的本科校友，之 后前往沙特阿拉伯阿卜杜拉国王科技大学深造，于2019年1月至2022年12月在材料系攻读博士学位。 在获得博士学位后，李俊竺首先于2022年12月至2024年5月在阿卜杜拉国王科技大学材料系从事博士后 研究；并于2024年7月至2026年1月在新加坡南洋理工大学材料系开展第二站博士后研究工作。 2026年1月，她正式回归母校厦门大学任职。 李俊竺教授的主要研究方向聚焦于前沿的二维材料可控制备，具体包括石墨烯、六方氮化硼及过渡金属 硫化物等体系的化学气相沉积（CVD）生长技术。其研究致力于实现这些材料的高质量、晶圆级制 备，并探索其在超低温生长、片上集成以及范德华异质结光电器件等领 ...

Core Insights - The "14th Five-Year Plan" has led to significant advancements in China's manufacturing sector, particularly in petrochemical and chemical industries, showcasing breakthroughs in high-end manufacturing, new materials, and intelligent industrial robots [1] Petrochemical Equipment Highlights - During the "14th Five-Year Plan," China's petrochemical and chemical industry achieved notable successes in key technologies and major equipment [2] - The "Dream" deep-sea drilling vessel can operate in unlimited ocean areas and has a drilling capacity of 11,000 meters [2] - The JSD6000 deep-water lifting and pipe-laying vessel can perform operations in ultra-deep waters of 3,000 meters [2] - The "Deep Sea No. 1" energy station features nearly 200 key oil and gas processing devices and can store up to 20,000 cubic meters of oil [2] - The "Hurricane No. 1" integrates digital technology for marine development and has a maximum oil storage capacity of 60,000 tons [2] - The domestically developed 110 MW heavy-duty gas turbine "Taihang 110" represents a core equipment for efficient energy conversion and clean utilization [2] - The 180,000 tons/year ethylene compressor unit by ShenGu Group has achieved significant breakthroughs in equipment localization, reaching international leading performance [2] New Materials Innovation - The innovation capability of China's new materials industry has been continuously enhanced during the "14th Five-Year Plan," promoting the petrochemical industry towards high-end development [3] - Tibet Mining Development Co., Ltd. has developed lithium carbonate materials with a purity of 99.5%, crucial for lithium battery production [3] - China National Building Material Group has created special protective coatings that can withstand extreme temperature changes from -180°C to 500°C [3] - China Northern Rare Earth Group has developed rare earth catalytic materials with excellent hydrothermal stability and catalytic performance for petrochemical applications [3] - The company has also established a low-pressure solid-state hydrogen storage demonstration station with a storage capacity of 100 kg [3] Advanced New Materials - The National Graphene Innovation Center and Ningbo Zhaoxin Technology Co., Ltd. have developed graphene that can disperse in various polar solvents and polymer matrices, enhancing its core properties [4] - This graphene material enables energy density in power batteries to exceed 450 Wh/kg, applicable in new energy and chemical sectors [4] Accelerated Application of Intelligent Industrial Robots - The application of intelligent industrial robots has surged during the "14th Five-Year Plan," significantly enhancing automation and modernization in the petrochemical industry [5] - The flexible internal welding robot developed by the Southwest Pipeline Company can perform one-click intelligent welding and adapt to complex terrains [5] - Since its demonstration application in 2024, this robot has completed over 6,600 welds with a total weld length of approximately 25,000 meters and a first-pass qualification rate of 98.9%, improving welding efficiency by 27% compared to traditional methods [6] - The flexible robot showcased by Harbin Institute of Technology is the first globally to detect the entire pipeline system, providing intelligent solutions for industrial pipeline safety [6]

Core Viewpoint - The establishment of the Konstantin Two-Dimensional Materials Research Center in Shenyang marks a significant advancement in the field of two-dimensional materials, led by Nobel laureate Konstantin Novoselov and his team, aiming to tackle key challenges in fundamental research and the industrialization of transformative products [1] Group 1 - The Konstantin Two-Dimensional Materials Research Center is the first Nobel Prize laboratory project in the province, located in Shenyang Hunnan Science and Technology City [1] - The center will focus on graphene material research and enhance the region's technological innovation capabilities in new materials, electronic information, new energy, and equipment manufacturing [1] - The team plans to attract high-level talent from around the world to conduct research in Shenyang and strengthen international scientific cooperation [1] Group 2 - The center aims to develop two-dimensional materials and related components for future industries such as low-altitude economy, aerospace, new energy, and quantum technology [1] - Konstantin Novoselov expressed gratitude for the support from Shenyang and Hunnan District, emphasizing the importance of building a world-class research ecosystem [1] - Academician Cheng Huiming highlighted that graphene is a typical representative of two-dimensional materials, which are at the forefront of new materials [1]

Core Insights - The first Nobel Prize laboratory project in Liaoning has been officially signed and will be established in Hunnan Science and Technology City, led by Konstantin Novoselov, a Nobel laureate in Physics and a professor at the National University of Singapore [1][2] - The project, named the Konstantin Two-Dimensional Materials Research Center, aims to create a world-class laboratory focused on the fundamental research and industrialization of two-dimensional materials, particularly graphene [1][2] Group 1 - The laboratory will focus on addressing core challenges in the basic research and transformative practical product industrialization processes of two-dimensional materials [1] - Konstantin Novoselov expressed gratitude for the support from Shenyang City and Hunnan District, emphasizing the team's commitment to enhancing technological innovation capabilities in new materials, electronic information, new energy, and equipment manufacturing [1][2] Group 2 - The laboratory will prioritize the development of two-dimensional materials and related components for future industries such as low-altitude economy, aerospace, new energy, and quantum technology [2] - The collaboration will involve deep synergy in key dimensions such as industrial ecosystem cultivation and talent exchange, aiming to explore the full-chain development path from basic research to industrial application of two-dimensional materials [2] - The laboratory plans to establish a development framework centered on platform construction, with a strategy to attract, gather, and cultivate talent, aiming to recruit and train 300 high-level scientific talents [2]

Core Insights - The first Nobel Prize laboratory project in Liaoning has been officially signed and will be located in the Hunnan Science and Technology City, led by Konstantin Novoselov, a Nobel laureate in Physics [1][3] Group 1: Project Overview - The project is named the Konstantin Two-Dimensional Materials Research Center, focusing on the fundamental research and industrialization of two-dimensional materials [3] - The laboratory aims to tackle key challenges in the core processes of two-dimensional materials and transformative practical products [3] Group 2: Research Focus and Goals - The research will primarily concentrate on graphene materials, enhancing the region's technological innovation capabilities in new materials, electronic information, new energy, and equipment manufacturing [3] - The laboratory plans to attract high-level talent from Singapore and around the world to strengthen international scientific cooperation and create a world-class research ecosystem [3] Group 3: Collaboration and Development Strategy - The signing involves deep collaborative efforts in industrial ecosystem cultivation and talent exchange, exploring a full-chain development path from basic research to industrial application of two-dimensional materials [4] - The laboratory will focus on platform construction, aiming to implement a strategy of "attracting, gathering, and nurturing talent," with plans to recruit and train 300 high-level scientific talents [4] - The development framework includes "five platforms, three centers, and nine teams," aiming to gather top global research forces to drive innovation in the field of two-dimensional materials [4]

Core Viewpoint - China Chemical Engineering Donghua Company has signed a strategic cooperation framework agreement with the Tianjin Seawater Desalination and Comprehensive Utilization Research Institute of the Ministry of Natural Resources to collaborate on the downstream applications of new materials such as graphene and the comprehensive utilization of seawater resources [1] Group 1 - The agreement focuses on joint research and development, platform construction, and achievement transformation [1] - The collaboration aims to enhance the application of graphene and other new materials in various industries [1] - The partnership will also address the comprehensive utilization of seawater resources, indicating a commitment to sustainable practices [1]