2025-2031全球与中国半导体CMP晶圆固定环市场现发展动态及前景规划建议报告 【全新修订】：2025年10月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 半导体CMP晶圆固定环市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，半导体CMP晶圆固定环主要可以分为如下几个类别 1.2.1 全球不同产品类型半导体CMP晶圆固定环销售额增长趋势2020 VS 2024 VS 2031 1.2.2 聚苯硫醚(PPS) 1.2.3 聚醚醚酮(PEEK) 1.2.4 聚对苯二甲酸乙二醇酯(PET) 1.2.5 其他 1.3 从不同应用，半导体CMP晶圆固定环主要包括如下几个方面 1.3.1 全球不同应用半导体CMP晶圆固定环销售额增长趋势2020 VS 2024 VS 2031 1.3.2 300毫米晶圆 1.3.3 200毫米晶圆 1.3.4 其他 1.4 半导体CMP晶圆固定环行业背景、发展历史、现状及趋势 1.4.1 半导体CMP晶圆固定环行业目前现状分析 1.4.2 半导体CM ...

Core Viewpoint - The polymer materials industry is a crucial foundational sector of the national economy and a leading industry for a country, driven by national policy support, market demand, and technological innovation, leading to increased investor interest [1] Group 1: Event Overview - The "2025 Polymer Materials Industry and Finance Conference" will be held from October 29-31 in Xi'an, focusing on technological breakthroughs, application upgrades, and capital empowerment [1] - The event is organized by multiple entities including China Chemical News, local government bodies, and supported by various companies and media [1][5] Group 2: Conference Themes and Content - The conference will cover several modules including industry policy analysis, technological advancements, investment analysis, and high-level dialogues on the future of the industry [2][3] - Key topics include national policies on new materials, opportunities and challenges in polymer materials, and the outlook for the "14th Five-Year Plan" in chemical new materials [1][2] Group 3: Technological Advances - Innovations in high-performance engineering plastics, new thermoplastic elastomers, and advancements in high-end polyolefins are highlighted [3] - The emergence of smart polymers and sustainable materials is emphasized, with applications in various fields such as renewable energy and healthcare [3][4] Group 4: Investment and Collaboration - The conference aims to facilitate investment opportunities and collaboration between technology, industry, and finance through the integration of innovation, industry, and capital chains [4][5] - Specific focus will be on the PEEK material industry, including market analysis, technological advancements, and application potential in sectors like robotics and aerospace [4] Group 5: Participants and Registration - Attendees will include industry experts, government officials, and representatives from new materials companies and investment firms [5] - Registration fee is set at 3300 yuan per person, covering conference materials and related costs [6]

Group 1 - On September 23, Zhongyan Co., Ltd. experienced a decline of 4.64% in stock price, with a trading volume of 353 million yuan [1] - The financing data on the same day showed a financing buy amount of 48.12 million yuan and a financing repayment of 77.98 million yuan, resulting in a net financing outflow of 29.86 million yuan [1] - As of September 23, the total balance of margin trading for Zhongyan Co., Ltd. was 396 million yuan, which accounts for 12.62% of its circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Zhongyan Co., Ltd. reached 13,000, an increase of 13.70% from the previous period, while the average circulating shares per person decreased by 12.05% to 5,273 shares [2] - For the first half of 2025, Zhongyan Co., Ltd. reported an operating income of 131 million yuan, a year-on-year decrease of 2.10%, and a net profit attributable to shareholders of 7.03 million yuan, down 59.89% year-on-year [2] Group 3 - Since its A-share listing, Zhongyan Co., Ltd. has distributed a total of 48.67 million yuan in dividends [3] - As of June 30, 2025, among the top ten circulating shareholders, the "Fuguo Tianrui Strong Region Selected Mixed A" fund ranked as the sixth largest shareholder with 1.11 million shares, marking it as a new shareholder [3] - The "Fuguo New Materials New Energy Mixed A" fund ranked as the tenth largest shareholder with 623,900 shares, also a new shareholder [3]

Group 1 - The demand for PEEK materials is rapidly increasing due to their applications in high-end manufacturing sectors such as aerospace, medical devices, electronics, and new energy vehicles [3] - Companies like Wanrun Co., Ltd. and Taihe Technology have initiated production and testing of PEEK materials, with Wanrun reporting a pilot production capacity of approximately 100 tons [1][2] - The PEEK industry is facing challenges such as high technical barriers, concentrated production capacity, and modification technology difficulties [3] Group 2 - Zhongfu Shenying has successfully developed PEEK products for thermoplastic applications, achieving market validation and initial sales [2] - Jintian Co., Ltd. has collaborated with European material suppliers to overcome international patent barriers, facilitating bulk supply to leading new energy vehicle manufacturers [2] - The upcoming PEEK industry development exchange meeting aims to address key technologies, application expansion, and market opportunities within the PEEK supply chain [3]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongyan Co., which saw a 5.07% increase in stock price, reaching 45.60 yuan per share, with a total market capitalization of 5.549 billion yuan [1] - Zhongyan Co. specializes in the research, production, and sales of polyether ether ketone (PEEK), with its main business revenue composition being: pure resin granules 58.95%, composite enhanced granules 27.38%, pure resin fine powder 8.73%, pure resin coarse powder 3.87%, and PEEK products 1.07% [1] - The company was established on December 22, 2006, and was listed on September 20, 2023, indicating its recent entry into the public market [1] Group 2 - According to data, the Fangzheng Fubang Fund holds a significant position in Zhongyan Co., with its Fangzheng Fubang Xinhong Mixed A Fund (006689) holding 125,000 shares, accounting for 4.12% of the fund's net value [2] - The fund has achieved a year-to-date return of 57.56% and a one-year return of 74.07%, ranking 296 out of 8178 and 668 out of 7978 respectively in its category [2] - The fund manager, Li Chaoyu, has been in charge for 4 years and 300 days, with the fund's total asset size at 10.108 million yuan [3]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongyan Co., which saw a 5.1% increase in stock price, reaching 48.46 yuan per share, with a total market capitalization of 5.897 billion yuan [1] - Zhongyan Co. specializes in the research, production, and sales of polyether ether ketone (PEEK), with its main business revenue composition being: pure resin granules 58.95%, composite enhanced granules 27.38%, pure resin fine powder 8.73%, pure resin coarse powder 3.87%, and PEEK products 1.07% [1] - The company was established on December 22, 2006, and was listed on September 20, 2023, indicating its recent entry into the public market [1] Group 2 - According to data, a fund under Fangzheng Fubang holds a significant position in Zhongyan Co., with the Fangzheng Fubang Xinhong Mixed A fund holding 125,000 shares, accounting for 4.12% of the fund's net value [2] - The Fangzheng Fubang Xinhong Mixed A fund has achieved a year-to-date return of 64.34% and a one-year return of 77.28%, ranking 376 out of 8184 and 940 out of 7971 respectively in its category [2] - The fund manager, Li Chaoyu, has been in position for nearly five years, with the fund's total asset scale at 10.108 million yuan [2]

Company Overview - Junhua Special High Polymer Materials Co., Ltd. (referred to as Junhua) has completed its IPO counseling filing with Jiangsu Securities Regulatory Bureau, with Guotai Junan Securities as the counseling institution [2] - Established in 2007, Junhua has a registered capital of 51 million yuan and focuses on the research, development, and production of high-performance specialty engineering plastics such as polyether ether ketone (PEEK) and polyimide (PI) [2] Ownership Structure - The chairman and general manager of Junhua is Li Jun, who holds a 90% stake in the controlling shareholder, Shanghai Junhua Qicheng Consulting Management Co., Ltd., which owns 49.5% of Junhua [2] - Other shareholders include Su Lihua, who holds 10% of Shanghai Junhua Qicheng Consulting Management Co., Ltd., and investments from Yin'an Capital and Guoqian Fund [2] Investments - Junhua has made external investments in three companies: Shandong Junhao High-Performance Polymer Co., Ltd., Changzhou Junhua Medical Technology Co., Ltd., and Changzhou Junhang High-Performance Composite Materials Co., Ltd. [2]

Group 1 - The core viewpoint is that lightweight technology is becoming a key direction for the development of the robotics industry, significantly enhancing performance, energy efficiency, and installation convenience while expanding application boundaries in specialized fields like space exploration and medical surgery [1] - The demand for improved motion performance, energy efficiency, and adaptability in robotics is increasing, making lightweight technology essential for enhancing acceleration, dynamic response, and flexibility, while also reducing energy dependence and maintenance costs [1] - High-performance materials such as PEEK, carbon fiber, aluminum-magnesium alloys, and nylon are emerging as crucial components for achieving lightweight designs in robotics, providing a solid foundation for the widespread adoption of lightweight technology [1] Group 2 - Significant advancements have been made in the lightweight solutions for core components such as motors, reducers, lead screws, joint modules, and structural parts, enhancing overall robot performance and efficiency [2] - Innovations like frameless motors, harmonic reducers, and planetary roller screw assemblies are contributing to the reduction of size and weight while improving key performance indicators such as stiffness, precision, and lifespan [2] - Related companies in the lightweight robotics sector include Xinhan New Materials, Zhongxin Fluorine Materials, Water Co., Polymeric Shun, Jiangsu Boyun, Xingyuan Zhuomei, Jinfat Technology, Pulit, Yongmaotai, Zhaomin Technology, Weike Technology, and Hengbo Co. [2]

Core Viewpoint - The company is actively investing in high-performance polymer products, indicating a strategic focus on advanced materials to enhance its market position [1] Group 1: Product Development - The company is developing five major categories of high-performance polymer products, including thermoplastic polyimide products (PEI, TPI, PI-5218), polyether ether ketone (PEEK), and high-temperature nylon (PA46) [1] - PEI, TPI, and PI-5218 have already achieved product sales, demonstrating successful market entry [1] - PEEK materials have produced pilot products and are currently undergoing downstream market promotion and validation [1] - PA46 is in the laboratory development and validation stage, indicating ongoing research efforts [1]

Company Performance - Zhongxin Fluorine Materials (002915) experienced a significant stock surge, reaching a limit-up price of 19.43 CNY per share, marking a 10.02% increase on April 29, with a trading volume of 7.24 billion CNY and a turnover rate of 13.16% [1][2] Industry Trends - The company has positioned itself in the high-performance lightweight materials market, with a production capacity of 5,000 tons per year for DFBP, a key raw material for PEEK, which has already been partially certified by clients [1][3] - The "14th Five-Year" plan for the new materials industry highlights special engineering plastics as a key development direction, indicating a favorable policy environment for capacity expansion and technological advancements [3][4] - The demand for PEEK is expected to surge, particularly in the humanoid robot sector, with projections estimating a requirement of 12,000 tons annually by 2030, which is 80% of the current global capacity [3][4] Market Outlook - The domestic market for PEEK materials is projected to reach 2.1 billion CNY by 2025, with a year-on-year growth of 10.53%, indicating a promising future for the industry [4]