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 9月25日下午，国防部举行例行记者会，国防部新闻发言人张晓刚大校答记者问时表示，近日，歼-15T、歼-35和空警-600舰载机在福建舰上成功 实施弹射起飞和着舰训练，标志着福建舰具备了电磁弹射和回收能力，为后续各型舰载机融入航母编队体系打下良好基础，在我国航母建设发展历 程中具有里程碑意义。 未来航母作为海上作战平台的核心装备，对材料性能的要求将呈现多维度、高标准的特征，主要体现在以下几个方面： 1. 轻量化与高强度 碳纤维复合材料： 因其强度比钢大、密度比铝小，且耐腐蚀、耐高温，将成为航母甲板、舰体结构的关键材料。例如F-35战机通过35%的碳纤维 复合材料实现减重。 金属3D打印拓扑优化： 通过拓扑优化设计实现部件轻量化，同时保持结构强度。美国陆军已用该技术制造坦克车体，成本降低且性能提升。 金属玻璃（非晶合金） ： 具有极高的强度和弹性极限，耐磨耐腐蚀， 非常适合制造对疲劳寿命和精度要求极高的部件，如 高性能弹簧、紧固件和轴承 ，能在减重的同时显著提升设备的可靠性和寿命。 。 连续纤维增强热塑性复合 ...

Core Viewpoint - Chujiang New Materials has demonstrated significant growth and innovation in the copper-based materials industry, emphasizing long-term strategies and internal capabilities to adapt to market opportunities [2][5][8]. Financial Performance - In the first half of 2025, Chujiang New Materials achieved a revenue of 28.803 billion yuan, representing a year-on-year growth of 16.05% [8]. - The company's net profit attributable to shareholders reached 2.51 billion yuan, with a year-on-year increase of 48.83%, while the net profit after deducting non-recurring items was 2.27 billion yuan, up 98.76% [8]. Company Background - Founded in 1986, Chujiang New Materials has evolved from a struggling copper plate factory to a leading player in the copper-based materials sector, with a focus on innovation and modernization [3][4]. - The company has developed a diversified product portfolio that includes precision copper strips, copper conductor materials, copper alloy wires, and carbon fiber composite materials, serving high-end manufacturing sectors such as 5G communications and aerospace [4][6]. Strategic Development - The company has adopted a dual approach of internal growth and external acquisitions to enhance its market position, viewing mergers and acquisitions as essential for strategic upgrades and industry expansion [6][7]. - Since 2015, Chujiang New Materials has successfully acquired several key enterprises in the high-end materials sector, which has accelerated its transformation and diversified its product offerings [6][7]. Management Philosophy - The management emphasizes the importance of internal capability building and strategic foresight, focusing on quality improvement and market readiness during challenging times [5][8]. - The company operates under a unique profit model that maintains a balance between production capacity, product positioning, and cash flow, ensuring a sustainable business cycle [8]. Future Outlook - Chujiang New Materials aims to continue its growth trajectory by exploring opportunities in new materials while maintaining its leadership in essential copper-based materials that support national strategic sectors [8]. - The company is committed to long-term thinking, aspiring not only to lead in China but also to excel in international markets through quality and brand differentiation [8].

Core Viewpoint - Shanghai Jinshan District has launched a platform to enhance the integration of industry and finance, focusing on high-quality development through effective resource matching and collaboration [1][2]. Group 1: Industry and Financial Integration - The newly introduced platform aims to connect enterprises' financing needs with financial institutions, specifically targeting the new materials industry in its first phase [1]. - Five companies and a university innovation team presented their projects, which include advanced electronic adhesives, carbon fiber composites, and low-carbon aluminum alloys, showcasing cutting-edge technology applications [1]. - Investment institutions showed interest during the presentations, with some expressing immediate investment intentions and engaging in further discussions [1]. Group 2: Future Initiatives - Jinshan District plans to continuously gather resources from industry funds, banks, and innovation platforms to support enterprise development through policy backing and resource matching [2]. - Monthly themed industry-finance matching events will be held, focusing on key sectors such as low-altitude economy, intelligent equipment, and green energy, to facilitate precise service for enterprises' financing needs [2]. - The initiative aims to leverage fund investments to lead and drive industrial development, promoting high-quality growth [2].

Core Insights - The event held on September 12 in Shanghai aimed to enhance the collaboration between industry and finance, focusing on the integration of industrial development, technological innovation, and financial services [1][2] - The event featured projects and technologies such as high-end electronic adhesives, carbon fiber composites, and low-carbon aluminum alloys, which align with current industrial upgrade needs [2] - The initiative established a multi-party collaboration platform involving government, finance, industry, and research, facilitating the connection between industrial projects, innovation platforms, and financial institutions [2][3] Industry Developments - The event attracted various investment institutions, innovation platforms, banks, and quality enterprise representatives to discuss innovative development [1][2] - Investment representatives expressed that the event significantly improved their efficiency in project evaluation and networking, allowing for multiple face-to-face interactions in a single day [2] - The district plans to continue hosting monthly themed industry-finance connection events, focusing on key sectors such as low-altitude economy, intelligent equipment, and green energy [3]

Core Viewpoint - The newly approved national standard for carbon fiber composite materials will enhance testing methods and promote applications in various industries, including aerospace and automotive [1] Group 1: Standard Details - The national standard titled "Testing Method for Plane Biaxial Tensile Test of Carbon Fiber Composite Laminates" will be implemented on January 1, 2026 [1] - The standard specifies technical requirements for conducting plane biaxial static tensile load tests on carbon fiber composite laminates [1] - It addresses the limitations of existing strength testing standards by providing a comprehensive evaluation of material mechanical properties under biaxial stress conditions [1] Group 2: Industry Impact - The implementation of this standard is expected to significantly promote the application of carbon fiber composites in industries such as aerospace, new energy, rail transportation, automotive, and shipbuilding [1] - It will contribute to the development of existing strength criteria and propose new strength theories, ensuring the safety of composite structures in engineering applications [1] - The standard also aims to explore the failure mechanisms of composites under biaxial stress from a damage perspective, providing important engineering value and theoretical guidance [1] Group 3: Additional Standards - This is the second national standard approved in the year by the Lianyungang Fiber New Materials Research Institute, following the standard for "Recycled Carbon Fiber for Cement Concrete," which will be implemented on October 1, 2025 [1] - Both standards provide crucial support for the technical specifications and application promotion in the field of carbon fiber composites [1]

Summary of Conference Call on Humanoid Robots and Related Materials Industry Overview - The humanoid robot industry is transitioning from a single tool to a general intelligent agent, with core technologies including multimodal perception, autonomous decision-making, and dynamic planning, which enable human-like cognition and execution capabilities. The market potential is vast [1][2] Key Points and Arguments - **Lightweight Design Importance**: Lightweight design is crucial for the commercialization of humanoid robots, significantly reducing motion inertia, lowering energy consumption, and extending battery life. For instance, Tesla's Optimus Gen 2 achieved a weight reduction of 10 kg and a 30% increase in walking speed through lightweight design [1][4] - **Material Recommendations**: - **PEEK Material**: PEEK (Polyether Ether Ketone) is highlighted for its high-temperature resistance, self-lubrication, low density, and high strength, making it suitable to replace metal gears, thus reducing wear and maintenance while ensuring stable robot operation. Companies like Zhongyuan Co., New Fortune Star New Materials, and others with industrial advantages are recommended for investment [1][7] - **Carbon Fiber Composites**: These materials offer high strength and elastic modulus, excellent shock resistance, and fatigue performance, enhancing the load capacity, accuracy, and endurance of humanoid robots. They are particularly applicable in robotic arms, joints, and other components [1][8] - **PEEK Supply Chain**: The upstream supply chain for PEEK includes DIBP, phenol, and sodium carbonate, with fluoroketone being a key material for PEEK synthesis. The purity of fluoroketone directly impacts product quality, and there are significant technical barriers in PEEK resin synthesis and downstream processing [1][6] - **Future Trends**: The humanoid robot market is expected to expand rapidly, driven by advancements in AI technology and the integration of humanoid robots into various sectors such as production, healthcare, and domestic services [2][9] Additional Important Insights - **Dexterous Hands Development**: The development of dexterous hands in humanoid robots is another significant trend. For example, the Optimus Gen 3 features arms equipped with 26 actuators, allowing for complex tasks similar to human capabilities. This area is also expected to drive demand for specialized materials [3][9] - **Market Dynamics**: The lightweight design not only reduces energy consumption but also minimizes friction and inertial impact, thereby extending the lifespan of robotic components. The overall trend indicates a growing synergy between humanoid robots and related materials industries, including PEEK, carbon fiber, and specialty nylon [4][5][9]

Core Viewpoint - The military equipment sector is experiencing a significant surge in the capital market, driven by recent favorable developments and showcasing new technologies during the September 3 military parade, which aligns with the national strategy for technological advancement [1][2]. Group 1: Market Performance - The military equipment sector has shown strong performance, with stocks like Aerospace Hongtu hitting the daily limit and achieving a 15% increase, alongside other companies such as Super Aerospace, Feiliwa, and Hite High-tech also seeing gains [1]. - The overall market sentiment in the military equipment sector is vibrant, attracting considerable investor interest [1]. Group 2: Beneficiary Sectors - The military electronics sector is poised to benefit significantly from the upgrade of military equipment, leading to increased demand for high-performance chips, sensors, and communication devices, resulting in a surge of orders for military electronics companies [2]. - The aerospace materials sector is also expected to gain, as the demand for advanced materials like high-temperature alloys and carbon fiber composites in military applications continues to grow, allowing related companies to enhance their market position [2]. - The military components manufacturing sector is set to experience growth opportunities due to the need for high-precision and reliable components in military equipment production, enabling component manufacturers to capture a share of the military market [2]. Group 3: Future Outlook - The military equipment sector is anticipated to maintain a positive development trend, with more investment opportunities arising in related beneficiary sectors, driven by changes in the international landscape and ongoing modernization of national defense [2].

Core Viewpoint - The year 2024 is recognized as the "Year of China's Low Altitude Economy," indicating the rapid rise of low altitude economy as a strategic emerging industry. Electric Vertical Takeoff and Landing (eVTOL) aircraft, as the main low altitude flying vehicles, require advanced materials to enhance performance and promote application [2]. Group 1: Low Altitude Economy and Materials - eVTOL aircraft predominantly utilize thermoplastic composite materials, with over 90% being carbon fiber composites, which are crucial for key components such as fuselage, wings, and propellers, accounting for 75-80% of the total material used [2]. - Carbon fiber composites exhibit tensile strength over nine times greater and elastic modulus four times greater than traditional materials like steel, aluminum alloys, and titanium alloys at the same weight [2]. - Glass fiber reinforced thermoplastic composites are used in components requiring excellent wave transmission performance, such as fuselage and radar covers [2]. - Aramid fiber reinforced thermoplastic composites are particularly suitable for load-bearing structures with excellent wave transmission performance [2]. Group 2: PEEK Material and Applications - PEEK is highlighted as a star material in the low altitude economy, offering lower density and a combination of rigidity and toughness, making it an excellent alternative to metals for lightweight solutions [3]. - Carbon fiber reinforced PEEK composites show significant performance improvements, with tensile strength increasing at least twofold at room temperature and tripling at 150°C compared to unreinforced PEEK [3]. - The research team led by Professor Zhang Yunhe from Jilin University has a strong background in special engineering plastics, particularly PEEK, which has shown great potential in emerging industries such as drones, new energy vehicles, and biomedical applications [3]. Group 3: Upcoming Events and Industry Insights - The 2025 Polymer Industry Annual Conference will be held from September 10-12 in Hefei, focusing on the integration of low altitude economy and polymer industries, inviting various stakeholders to explore new opportunities in materials and technologies [8][9]. - The conference will feature discussions on the development of high-performance polymer materials and their applications in low altitude economy and aerospace sectors [25][27].

Investment Rating - The report maintains a "Positive" outlook for the defense and military industry in China [5] Core Insights - The deep-sea industry possesses significant strategic value, impacting national energy security, technological self-reliance, and the establishment of a maritime power status [6][10] - The development of deep-sea technology is increasingly recognized as a strategic emerging industry, with government policies driving its growth [6][23] - The deep-sea sector is characterized by long commercialization cycles and high technological barriers, making it a typical "long slope, thick snow" investment track [3] Summary by Sections National Strategy and Policy - The Chinese government has significantly elevated the importance of deep-sea technology, integrating it into national strategies and policies since 2012 [23][26] - Recent policies emphasize the need for technological innovation and the development of a modern marine industry system [25][26] Resource Endowment and Industrial Foundation - China's deep-sea areas are rich in resources, with significant oil and gas reserves identified, particularly in the South China Sea [28][29] - The country has established a solid industrial foundation for deep-sea development, contributing approximately 8% to the national economy [30] Technological Development and Challenges - China has made substantial progress in deep-sea technology, particularly in manned submersibles and deep-sea drilling capabilities, achieving world-class standards [36][37][40] - However, there are still gaps in core component localization and foundational research, which need to be addressed to enhance self-sufficiency [46][49] Industry Structure and Components - The deep-sea industry comprises upstream raw materials and key components, midstream equipment manufacturing, and downstream resource development applications [50] - Key materials include high-strength metals and specialized composites, with a significant demand for domestic alternatives due to low localization rates [52] Investment Recommendations - Focus on critical materials and components with "bottleneck" risks, military applications, and the fastest commercial progress in deep-water oil and gas development [3][6] - Highlight potential investment targets such as high-end sensors, titanium alloys, and underwater unmanned combat equipment [3]

Economic Performance - The total industrial output value reached 171.86 billion yuan, with a year-on-year growth of 1.77% [1] - A total of 17 projects with investments exceeding 100 million yuan were signed, including 3 projects between 1 billion and 3 billion yuan, and 10 projects between 100 million and 500 million yuan [1] - Foreign investment received amounted to 1,791.44 million USD, with total import and export value at 3.281 billion USD [1] Social Development - The district emphasizes improving people's livelihoods as a key governance project, with initiatives like village cleaning actions leading to the rectification of 335 locations and the removal of 172 instances of exposed garbage [2] - Construction of resettlement housing has progressed, with 1,345 households receiving 1,770 housing units [2] - Social assistance was provided to 24 families with disabilities, and home care services were extended to 850 elderly individuals [2] Project Development - The district has signed significant projects in strategic emerging industries, with a total investment of 4 billion yuan, including carbon fiber composite materials and energy storage equipment [3] - Projects such as wind turbine blades and intelligent manufacturing have successfully commenced, while others like IC packaging and battery production have been completed [3] - The district has engaged with Japanese and Korean business associations to enhance foreign investment, resulting in several successful foreign projects [3] Industrial Strategy - The district focuses on four main sectors: new energy and equipment manufacturing, automotive parts, high-end equipment manufacturing, and next-generation electronic information [4] - Key projects include electric equipment and automotive bearing manufacturing, aimed at creating a robust industrial ecosystem [4] - The district plans to enhance its business environment through innovation, talent development, and infrastructure upgrades to support high-quality development [4]