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纤维增强复合材料光伏边框
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振石股份今日主板上市
Zheng Quan Ri Bao Wang· 2026-01-29 03:45
本报讯(记者吴奕萱)1月29日,浙江振石新材料股份有限公司(以下简称"振石股份(601112)")在上交所 主板上市,为资本市场注入清洁能源材料领域新力量。 振石股份主营清洁能源领域纤维增强材料研发、生产及销售。 在光伏领域,振石股份自主研发的纤维增强复合材料光伏边框取得突破性进展,获得国际权威检测机构 德国莱茵TUV颁发的全球首张2PfG2923标准证书,成为该领域的技术先行者。新能源汽车领域则是振 石股份另一重要增长点。汽车轻量化是提升新能源汽车续航里程的核心路径之一,振石股份开发的热塑 性复合材料凭借轻质高强、耐冲击、阻燃等特性,已成功应用于新能源汽车电池包底护板、上盖板等关 键部件。此外,振石股份其他纤维增强材料广泛应用于建筑建材、交通运输、电子电气及化工环保等领 域,形成了多点支撑的业务格局。 值得一提的是,面对全球清洁能源市场的广阔空间,振石股份构建了"中国总部+全球多基地"的生产与 供应网络。目前,该公司在国内布局桐乡、酒泉、包头等生产基地,覆盖国内主要风电产业集群;在海 外则通过埃及、土耳其、美国、西班牙等生产据点,实现了对欧洲、美洲等核心市场的近距离覆盖,显 著降低了物流成本与交付周期,提升 ...
振石股份即将上市:全球风电材料龙头掘金“双碳”新蓝海 去年收入预增约6成
Mei Ri Jing Ji Xin Wen· 2026-01-28 10:24
Core Viewpoint - The article highlights the emergence of "invisible champions" in the clean energy materials sector, driven by China's dual carbon goals, which are reshaping the energy system and creating a trillion-level new energy installation market [1] Company Overview - Zhenhua Co., Ltd. (振石股份) is set to be listed on the Shanghai Stock Exchange on January 29, 2026, marking its recognition as a global leader in clean energy materials [3] - The company holds over 35% of the global market share in wind power fiberglass fabric, positioning itself as a "single champion" and a national high-tech enterprise [3][4] Market Dynamics - The global wind power market is projected to add 117 GW of new installations in 2024, with a compound annual growth rate (CAGR) of 13.39% from 2001 to 2024, and is expected to exceed 2118 GW by 2030 [4] - China is accelerating the construction of large wind power bases, particularly in desert and offshore areas, which is crucial for reducing the cost of wind power generation [4] Product and Technology Advantages - Zhenhua Co., Ltd. has developed advanced materials that enhance the performance of wind turbine blades, contributing to lower costs and improved reliability in clean energy [3][5] - The company has a strong focus on R&D, with over 3% of its revenue allocated to research, resulting in 32 invention patents and 210 utility model patents [7][8] Financial Performance - The company's revenue from 2022 to mid-2025 is projected to show a decline in 2023 but is expected to rebound significantly, with forecasts of 70 billion to 75 billion yuan in revenue for 2025, representing a growth of 57.70% to 68.96% [6] Strategic Expansion - Zhenhua Co., Ltd. aims to diversify its market presence beyond wind power into sectors such as new energy vehicles and photovoltaic materials, targeting a multi-billion market [11][12] - The company is expanding its production capacity through projects in Spain and other locations, which will enhance its ability to meet global demand and reduce costs [12][13]