【DT新材料】 获悉，7月4日， 普利特 公告， 预计2025年上半年归属于上市公司股东的净利润盈利20,000万 元-24,000万元，比上年同期增长38.88%-66.65%。 业绩增长主要原因是公司加大改性业务市场的开拓，推动公司改性材料业务继续增长。 在汽车领域，新增产能释 放下，推动业务稳定增长 ；在非汽车领域，受益于新客户的突破和新市场的开拓，业务增长迅速。同 时公司钠离 子电池和半固态电池产品出货增加 ，对公司半年度业绩起到积极作用。 在改性塑料方面 ，近日，公司近日宣布，与广州南沙经济技术开发区投资促进局签订投资合作协议，将在广州市 南沙区投资建设普利特塑料改性材料华南总部及研发制造基地项目。 该项目总投资10亿元，年产能预计达40万 吨，分两期建设：一期聚焦汽车线改性塑料产品，包括改性聚丙烯（PP）、聚酰胺（PA）、丙烯腈-丁二烯-苯乙 烯塑料（ABS）和聚碳酸酯（PC）合金类的塑料改性等等；二期则重点布局高端新材料，包括改性聚醚醚酮 （PEEK）、聚苯硫醚（PPS）、液晶聚合物（LCP）及碳纤维增强材料等，主要面向低空经济及人形机器人等新 兴领域 。 其中， 公司目前LCP薄膜产品已在手机 ...

Core Viewpoint - Company has decided to terminate a planned 10 billion yuan new energy project after two years of planning and will instead invest 1 billion yuan to enhance its new materials business [1][6]. Group 1: New Materials Investment - Company announced the establishment of a wholly-owned subsidiary, Guangdong Plit New Materials Co., Ltd., with a total investment of 1 billion yuan for the construction of a plastic modification materials headquarters and R&D manufacturing base in South China, expected to have an annual production capacity of 400,000 tons [1][3]. - The project will be developed in two phases, with the first phase focusing on automotive-grade modified plastics and the second phase targeting low-altitude economy and humanoid robot applications [3][4]. - Current production capacity is at full utilization, with a design capacity of 480,000 tons per year and a utilization rate of 99.89% [5]. Group 2: Termination of New Energy Project - Company has decided to terminate the planned 30GWh sodium-ion and lithium-ion battery production base project in Liuyang, Hunan, due to changes in the macro environment of the new energy industry [6][8]. - The project was initially announced with a total investment of 10.2 billion yuan, but no substantial construction had commenced as of the announcement date [6][7]. - The company's new energy business has faced challenges, with a significant drop in gross margin from 18.24% in 2023 to 2.69% in 2024, while the gross margin for modified plastics was 18.64% [6][7]. Group 3: Financial Overview - As of the end of the first quarter, the company's cash balance was only 778 million yuan, raising concerns about funding for new investments [1][8]. - Despite a decline in revenue by 4.54% to 8.314 billion yuan in 2024 and a nearly 70% drop in net profit to 141 million yuan, the company anticipates a recovery in its new energy business by 2025 [7][8]. - The company has raised 1.079 billion yuan through a private placement in 2023, increasing its cash balance from 379 million yuan at the end of 2022 to 1.437 billion yuan at the end of 2023 [8].

【DT新材料】 获悉， 6月30日， 普利特 宣布，公司与 广州南沙经济技术开发区投资促进局 签订投资合作协议，将在广州市南沙区投资建设普利特塑 料改性材料华南总部及研发制造基地项目。 该项目总投资10亿元，年产能预计达40万吨， 分两期建设：一期聚焦 汽车线改性塑料产品 ，包括 改性聚丙烯（PP）、聚酰胺（PA）、丙烯腈-丁二 烯-苯乙烯塑料（ABS）和聚碳酸酯（PC）合金 类的塑料改性等等；二期则重点布局高端新材料，包括改性聚醚醚酮（PEEK）、聚苯硫醚（PPS）、 液晶聚合物（LCP）及碳纤维增强材料等， 主要面向低空经济及人形机器人等新兴领域 。 其中，二期项目的新材料尤其引人关注——PEEK、PPS、LCP和碳纤维增强材料在 人形机器人领域都 具有重要的应用潜力： 点击扩展阅读： 盘点人形机器人背后的九种化工新材料 当前，普利特在全球已布局 11 个新材料生产制造基地，其中在建基地 5 个，预计年产能达到 71 万吨 ， 其中，改性材料的设计产能为 48万吨/年 ，近 期产能扩张包括： 天津新材料工厂 （预计2025年底投产，新增15万吨/年）、 武汉工厂 （2024年9月投产）及 泰国工厂 （20 ...

Group 1 - Tesla's CEO Elon Musk shared a video of the Optimus humanoid robot dancing, emphasizing its real-time capabilities and smooth movements, showcasing advancements in balance and coordination [1][2] - The video sparked discussions online, with some questioning its authenticity, but Musk confirmed it was real footage, marking a significant step towards practical applications of the robot [2] Group 2 - The humanoid robot industry is creating numerous opportunities for the new materials sector, with key materials including skeletal materials (magnesium alloys, engineering plastics), sensory and operational materials (sensor materials, functional drive materials), and energy sources (neodymium iron boron permanent magnet materials, solid-state battery materials) [3] - The demand for high-load, precision, and long-endurance robots is expected to drive the application of these new materials [3] Group 3 - PEEK (Polyether Ether Ketone) is a special engineering plastic used in Tesla's Optimus-Gen2, replacing metal joints and achieving a weight reduction of 10 kg and a 30% increase in walking speed. The global humanoid robot market is projected to exceed $100 billion from 2025 to 2030, with PEEK demand expected to reach 105,000 tons [5] - PA (Polyamide) is crucial in 3D printing for humanoid robots, with a notable example being the Poppy bionic robot, which uses PA for 87% of its components, achieving a weight reduction of 32% [7][8] - PC/ABS alloy is widely used in SoftBank's NAO robot, balancing heat resistance and processing flow, making it ideal for complex shapes in mid-range service robots [10] - PPS (Polyphenylene Sulfide) is known for its high-temperature resistance and electrical insulation, offering a 60% weight reduction compared to metals, making it advantageous in robot manufacturing [11] - LCP (Liquid Crystal Polymer) is frequently used in robot servo motor connectors due to its excellent high-temperature resistance and dimensional stability [12] - Carbon fiber composites are utilized in robotic arms, weighing only 5-15 kg and reducing weight by 40%-60% compared to metals, enhancing robot performance and safety [13] - Silicone materials are used in soft robot hand designs, providing flexibility and biocompatibility for fine operations and safe human interaction [15] Group 4 - The demand for humanoid robots is increasing the need for flexible electronic skin, which can enhance sensory capabilities and improve interaction with the environment [19] - The dexterous hand of the robot, comprising sensors, drive systems, transmission systems, and connectors, is crucial for its functionality and represents a significant area for new material development [20]

万联证券表示，2025年4月游戏版号发放节奏平稳，审批总量维持在百款以上水平。版号结构覆盖多类型产品，重点厂商与创新项目均有体现。整体来看， 供给端延续释放，版号常态化趋势稳固，行业修复节奏持续推进。 4月28日，三大指数调整，截至收盘，沪指跌0.2%，深成指跌0.62%，创业板跌0.65%，科创50指数跌0.17%，两市超1100只个股上涨，沪深两市今日成交额 约1.06万亿元。 PEEK材料涨幅居前，新瀚新材（301076.SZ）涨超12%，中欣氟材（002915.SZ）涨超5%，华密新材（836247.BJ）、富恒新材（832469.BJ）、中研股份 （688716.SH）均上涨。 国金证券研报表示，随着人形机器人迎来量产元年，上游核心化工新材料也将从中持续受益，其中包括高端工程塑料包含聚醚醚酮（PEEK）、聚酰胺 （PA）、聚苯硫醚（PPS）、液晶聚合物（LCP）、热塑性弹性体（TPE）和超高分子量聚乙烯（UHMW-PE）等。 游戏板块表现强势，盛天网络（300494.SZ）涨超9%，游族网络（002174.SZ）、完美世界（002624.SZ）、掌趣科技（300315.SZ）上涨。 国家新闻出版署此 ...