证券日报网讯新劲刚11月19日在互动平台回答投资者提问时表示，公司依托全资子公司康泰威围绕吸波 隐身材料、热障涂层材料、碳纤维材料、光电材料等相关复合材料研发、生产和服务，致力于为飞行 器、舰艇、飞机等装备提供吸波隐身方案、碳纤维轻量化方案以及飞行器高速飞行耐热方案等。在特殊 材料应用领域积累的成熟热障涂层技术经验，通过"军技民用"创新转化模式，优化材料黏合剂形态以提 升产品涂覆性能、降低施工难度，目前已面向民用高端新能源车辆电池板块推出针对性的热防护产品及 服务，并完成样品交付。雷达吸波材料部分产品型号已进入定型批量生产的装备采购目录。公司一直积 极努力做好各项经营工作，目前尚未有签订达到对外披露标准的订单。未来公司将持续推进技术研发与 市场拓展工作，相关进展将严格按照信息披露规则及时履行披露义务。 （文章来源：证券日报） ...

Core Viewpoint - The company emphasizes the importance of research and application of carbon fiber materials, indicating steady progress in related business and ongoing technical optimization and capacity enhancement [1] Group 1: Research and Development - The company is committed to the research and application of carbon fiber materials, highlighting its focus on independent control and supply chain security [1] - The company is advancing its carbon fiber material business as planned, with continuous technical improvements [1] Group 2: Material Application - The company prioritizes the use of qualified materials that meet drone standards, ensuring safety and compliance in its supply chain [1] - The self-produced carbon fiber materials are already utilized in the structure of Rainbow drones [1]

Core Insights - The company is focusing on the humanoid robot application field, utilizing high-performance polymer composite materials such as polyamide and polyphenylene sulfide reinforced materials for various robot components [1] - Carbon fiber materials are highlighted as a preferred alternative to metals for lightweight rigid shells in robots due to their high performance, quality, and aesthetic appeal [1] - The humanoid robot industry is still in its early development stage, and the company plans to increase its research and application efforts in this area while actively engaging with industry clients [1] Company Developments - The company has stated that it is actively communicating with industry clients to promote the validation and use of its products in more application scenarios [1] - There are currently no significant batch orders expected in the short term, which will not have a major impact on the company's performance [1] Market Outlook - The lightweight technology solutions in the humanoid robot sector are still evolving, indicating potential future opportunities for the company as the market develops [1]

Core Insights - Yulin is transforming its coal industry into eco-friendly materials, utilizing coal gangue to create ecological soil and promoting high-quality development through technological innovation [1] Economic Performance - From January to July, Yulin's industrial added value above designated size grew by 9.2% year-on-year, ranking first in Shaanxi Province [2] Industrial Transformation - Yulin is exploring its industrial parks to uncover the secrets behind its industrial transformation and growth [3] Industry Upgrading - The Yulin Energy Chemical Company is converting coal into biodegradable materials through a series of processes, producing items like disposable tableware and absorbable surgical sutures [4] Waste Utilization - Yulin is focusing on the resource utilization of by-products from coal processing, such as gasification slag and coal gangue, with projects that can process 200,000 tons of gasification slag annually to produce 100,000 tons of inorganic fiberboard [5] - The city has identified 82 key solid waste control enterprises and 35 comprehensive utilization demonstration projects, achieving an annual increase of 21 million tons in industrial solid waste utilization capacity [5] Technological Innovation - The integration of innovation and industry is accelerating the development of new productive forces, with Yulin establishing a high-performance carbon fiber production base that will utilize advanced domestic technology [6] - The carbon fiber production line is expected to reduce energy consumption by 20% compared to industry averages and achieve an 85% heat recovery rate [7] Green Energy Initiatives - Yulin is leveraging renewable energy sources to produce green hydrogen, with a project expected to generate 3,000 tons of green hydrogen annually, reducing carbon emissions by 60,000 tons [8] - The city is also expanding its wind and solar energy projects, with one wind turbine capable of supplying electricity to 15,000 residents and reducing carbon emissions by over 9,000 tons annually [9] Policy Support - Yulin has implemented a series of supportive policies to optimize the business environment for energy companies, resulting in 319 new industrial projects generating a total output value of 12.4 billion yuan from January to July [9]

Core Viewpoint - The "Work Plan for Steady Growth in the Petrochemical Industry (2025-2026)" issued by the Ministry of Industry and Information Technology and six other departments aims to enhance high-end supply and accelerate the digital and green transformation of the industry, with a focus on the development of new materials and emerging technologies under policy guidance [1] Group 1: Policy and Industry Development - The plan encourages the development of emerging materials in fields such as integrated circuits, new energy, medical devices, low-altitude economy, and humanoid robots [1] - Innovation and domestic substitution processes for electronic chemicals, special engineering plastics, special rubber, high-performance membrane materials, and carbon fiber materials are expected to accelerate [1] - Emerging technologies like carbon capture, green ammonia/alcohol applications, biochemistry, and seawater potassium extraction are anticipated to be cultivated more rapidly, potentially giving domestic industries a first-mover advantage [1] Group 2: Investment Opportunities - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which selects representative securities from advanced basic materials, key strategic materials, and cutting-edge new materials to reflect the overall performance of listed companies in the new materials industry [1] - The index focuses on the development trends of the new materials industry, characterized by significant growth potential and innovation [1]

Group 1 - The automotive industry has historically utilized motorsport as a crucial platform for technological innovation, with many technologies first tested in racing before being applied to consumer vehicles [1] - Major racing events like F1 and WRC serve as the forefront of automotive technology, pushing the limits of vehicle performance, durability, and safety [2] - Innovations such as turbocharging, disc brakes, and carbon fiber materials originated in racing and have since become standard in consumer vehicles, enhancing performance and efficiency [3][4] Group 2 - Aerodynamics in racing, including the use of wings and diffusers, has influenced the design of consumer vehicles to reduce drag and improve fuel efficiency [4] - The introduction of four-wheel drive systems in racing, particularly by Audi, has led to widespread adoption in consumer SUVs and performance cars [4] - Hybrid technology and energy recovery systems, pioneered in racing, have been integrated into consumer electric vehicles, significantly extending their range [5] Group 3 - The chassis tuning techniques developed for racing have been adapted for consumer vehicles, balancing comfort and performance through systems like air suspension [6] - Overall, motorsport continues to act as a catalyst for automotive innovation, driving advancements that benefit consumers and promote a more efficient, environmentally friendly, and intelligent automotive industry [7]

Market Performance - The main board led the gains with notable stocks such as Fangzheng Technology (+10.05%), China Film (+10.04%), and Fenghua Hi-Tech (+10.04) [1] - The ChiNext board saw significant increases with stocks like Boshi Jie (+20.00%) and Shenghong Technology (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Tianyue Advanced and Tengjing Technology both rising by 20.00% [1] - Active sub-industries included SW Printed Circuit Boards (+10.14%) and SW Communication Network Equipment and Devices (+8.17%) [1] Domestic News - A collaboration between Thunderbird Innovation and Bang & Olufsen was announced, with the first AR glasses set to launch in October [1] - Anfu Technology confirmed the successful tape-out verification of its new "Fuxi" architecture chip, which excels in graphics rendering and parallel computing [1] - Huawei's Kirin 9020 chip was publicly unveiled, featuring a CPU with a combination of large, medium, and small cores, showcasing significant enhancements over public versions [1] - Everbright Tongchuang reported significant progress in its carbon fiber materials business, now applied in laptop shells and foldable smartphones [1] Company Announcements - Hikvision announced a cash dividend plan for mid-2025, distributing 4.00 yuan per 10 shares [3] - Chipeng Micro reported receiving cash consideration of 13.5867 million yuan from the sale of equity in a subsidiary [3] - Shuguang Digital announced updates on its tender offer, stating that the plan remains unchanged despite delays in reporting [3] - Su Da Weige disclosed a reduction in shares by a major shareholder, with 1,990,000 shares sold between September 3 and September 5, 2025 [3] Overseas News - Sandisk reported strong demand for flash memory products driven by AI applications and increasing storage needs, leading to a price increase of over 10% [2] - Broadcom signed a $10 billion agreement to supply AI data center hardware tailored for a specific client's workloads [2] - Anthropic announced restrictions on services for companies controlled by Chinese entities, affecting both domestic and overseas subsidiaries [2] - Texas Instruments noted strong performance in early 2023 due to preemptive orders before tariff announcements, although demand has since cooled [2]

Group 1 - The advanced military technologies showcased in the recent parade are closely linked to everyday life, with applications in various industries such as renewable energy and telecommunications [1][5] - The high-temperature coating technology from the J-20 fighter jet is being utilized to enhance the endurance of new energy batteries, while carbon fiber materials are being developed for flying cars [1] - The radar module technology is crucial for the stable operation of China's 5G network, indicating a significant crossover between military advancements and civilian technology [1] Group 2 - The Beidou navigation system, once dominated by Western countries, has become a major industry in China, projected to reach a market value of 600 billion yuan, impacting sectors from autonomous driving to precision agriculture [3] - The demand for military-themed products has surged, with a 40% increase in search volume for military models and a 50% rise in sales of building blocks on shopping platforms since August 22 [7] - A toy factory in Jiangxi is operating at full capacity, producing nearly 100 toy components per second, driven by high demand for military models and related memorabilia among young collectors [9]

Core Insights - The company reported a revenue of 1.405 billion yuan for the first half of 2025, marking a year-on-year increase of 28.04%, with a net profit attributable to shareholders of 132 million yuan, up 25.32%, indicating strong growth driven by both consumer electronics and new energy sectors [2][3] Consumer Electronics Business - The consumer electronics segment generated revenue of 807 million yuan, reflecting a year-on-year growth of 5.91%, with structural components particularly strong, achieving 432 million yuan in revenue, a significant increase of 39.07% [2] - The company is enhancing its major client strategy to increase project share with core customers and is actively expanding the application of fiberglass composite materials in new scenarios such as tablet computers and mobile phone battery covers [2] - To capitalize on the surge in demand for edge AI hardware, the company strategically acquired carbon fiber firm Wistad to accelerate the development of a comprehensive "fiberglass-carbon fiber" solution, aiming to become a provider of lightweight material solutions for edge AI [2] New Energy Business - The new energy segment emerged as a key growth driver, achieving revenue of 585 million yuan, a substantial year-on-year increase of 81.32% [3] - Since its strategic entry into the new energy sector in 2022, the company has successfully integrated into the supply chains of leading clients in power batteries, vehicle manufacturing, and energy storage systems [3] - The company is upgrading its product structure from basic components to high-value products, expanding application scenarios from battery systems to core components like electric drives and vehicle lights [3] - By transferring precision manufacturing capabilities from the consumer electronics sector to the new energy business, the company aims to enhance cost efficiency and improve profitability through smart manufacturing upgrades [3] - Additionally, the company announced that its wholly-owned subsidiary, Ruichuang Future, plans to invest 42 million yuan in an AI venture capital fund, representing 48.27% of the fund's total subscription amount, demonstrating its strategic commitment to the AI sector [3]

Core Viewpoint - The company emphasizes the importance of technological innovation and talent development, focusing on the modification research and application of rubber and plastic materials, while also conducting product application research on PEEK materials [1] Group 1 - The company is committed to technological innovation and development [1] - The main focus of the company is on the modification research and application of rubber and plastic materials [1] - The company is also engaged in product application research of PEEK materials [1] Group 2 - Carbon fiber materials and PEEK materials are not the primary research directions of the company [1]