宁波华翔（002048）(002048.SZ)公告，此前董事会同意公司与实际控制人控制的企业——宁波峰梅化 学科技有限公司和宁波峰梅匹科企业管理合伙企业(有限合伙)共同投资设立宁波峰梅匹意克新材料有限 公司(简称"合资公司")，主要进行聚醚醚酮(PEEK)材料的研发与应用。 于2025年9月28日，合资公司与吉林大学签署了《专利实施许可合同》，合资公司出资3000万元获得吉 林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的普通实施许可，期限为20年;同时，合资 公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与培训。获得授权后，合资公司将依 据许可技术开展PEEK材料的聚合、提纯、改性、型材加工及复合增强工艺的研发与试生产。 ...

智通财经APP讯，宁波华翔(002048.SZ)公告，此前董事会同意公司与实际控制人控制的企业——宁波峰 梅化学科技有限公司和宁波峰梅匹科企业管理合伙企业(有限合伙)共同投资设立宁波峰梅匹意克新材料 有限公司(简称"合资公司")，主要进行聚醚醚酮(PEEK)材料的研发与应用。 于2025年9月28日，合资公司与吉林大学签署了《专利实施许可合同》，合资公司出资3000万元获得吉 林大学拥有的与PEEK工业化量产相关的中国专利及专有技术的普通实施许可，期限为20年;同时，合资 公司聘请吉林大学的专家教授等技术团队提供相应的全套技术服务与培训。获得授权后，合资公司将依 据许可技术开展PEEK材料的聚合、提纯、改性、型材加工及复合增强工艺的研发与试生产。 ...

Core Viewpoint - Ningbo Huaxiang has established a joint venture to focus on the research and application of PEEK materials, indicating a strategic move towards advanced material development [1] Group 1: Joint Venture Details - The company has invested in a joint venture named Ningbo Fengmei Piqik New Materials Co., Ltd., holding a 30% stake [1] - The joint venture aims to develop PEEK materials, which are known for their high performance in various applications [1] Group 2: Patent and Technology Acquisition - The joint venture signed a patent licensing agreement with Jilin University, investing 30 million yuan to obtain a general license for Chinese patents and proprietary technologies related to the industrialization of PEEK [1] - The license is valid for 20 years, allowing the joint venture to leverage advanced technologies for PEEK material production [1] Group 3: Technical Support - The joint venture will engage experts and technical teams from Jilin University to provide comprehensive technical services and training [1] - This collaboration is expected to enhance the joint venture's capabilities in PEEK material development, including polymerization, purification, modification, and composite enhancement processes [1]

Macro Summary - As of the end of August, the total number of electric vehicle charging infrastructure in China reached 17.348 million, representing a year-on-year growth of 53.5% [4] - The "China-ASEAN" AI Ministerial Roundtable Conference was held, proposing the establishment of a cooperation mechanism and releasing significant collaborative outcomes [4] Industry Dynamics - The integration of "Energy + AI" is emerging as a new trend, with policy guidance and technological innovation being the main driving forces. Related stocks include Sunshine Power (300274) and Shenzhen Energy (000027) [6] - The Ministry of Science and Technology is promoting the accelerated application of humanoid robots in automotive manufacturing, logistics handling, and power inspection. Related stocks include Changying Precision (300115) and Lingyun Optics (688400) [6] - China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project utilizes multiple domestic chip brands. Related stocks include SMIC (688981) and Northern Huachuang (002371) [6] Company Focus - Wanrun Co., Ltd. (002643): The company has produced pilot products of polyether ether ketone (PEEK) materials, with a pilot line capacity of approximately 100 tons [8] - Lege Co., Ltd. (300729): Warehouse assistance robots and other products have been put into use, with potential for future external sales [8] - Junsheng Electronics (600699): The revenue share of the robot components business is less than 0.1%, and the controlling shareholder increased holdings by 700,000 shares during stock price fluctuations [8] - Best (300580): The wholly-owned subsidiary Zihua Precision Machine is fully laying out the linear motion components field, targeting the mid-to-high-end equipment industry, automation industry, humanoid robot industry, and intelligent connected vehicles [8] Market Review and Outlook - On September 18, the three major indices experienced a volatile rise in the morning but quickly fell in the afternoon. The Shanghai Composite Index closed down 1.15%, the Shenzhen Component Index down 1.06%, and the ChiNext Index down 1.64%. Over 4,300 stocks in the market declined [10] - The overall market is in a phase of differentiation and consolidation. Some stocks, such as Tianpu Co., Ltd., achieved a 12-day consecutive rise, indicating active capital seeking breakout opportunities [10] - The semiconductor, CPO concept, and tourism hotel sectors showed resilience, with notable performances from stocks like SMIC and Yunnan Tourism [10] - The technical analysis indicates that the Shanghai Composite Index is in a critical oscillation range between 3,800 and 3,900 points, with potential technical selling pressure as it approaches the 3,900-point mark [11]

格隆汇9月18日丨万润股份(002643.SZ)在投资者互动平台表示，公司聚醚醚酮(PEEK)材料已有中试产品 产出，中试线产能约一百吨，正在积极推进下游推广与验证工作，现已向多家下游送样，后续公司会结 合市场推广及下游需求情况配置产能。 ...

Core Viewpoint - The company,沃特股份, plans to acquire 100% of the shares of华尔卡密封件制品(上海)有限公司 for 25.716 million yuan to strengthen its position in the semiconductor industry and enhance global competitiveness [1][2]. Group 1: Acquisition Details - The acquisition will be funded through the company's own or raised funds, totaling 25.716 million yuan, including tax [1]. - The target company,密封件公司, was established in December 2000 with a registered capital of 1.15 billion yen and operates as a wholly foreign-owned limited liability company [1][2]. - The company specializes in producing various sealing products, activated carbon boards, and fluororesin products, among others [1]. Group 2: Strategic Importance - The acquisition is expected to positively impact the company's business development, leveraging密封件公司的 established reputation in the semiconductor and nuclear energy sectors [2]. - The location of密封件公司 in the松江出口加工区, a national-level export processing zone, allows the company to benefit from the concentration of electronic information manufacturing enterprises [2]. Group 3: Operational Benefits -密封件公司 has existing production facilities, including cleanrooms and office spaces, which will address production space shortages for semiconductor products [3]. - The acquisition will enhance the company's ability to expand its fluorine materials into high-end applications, leveraging密封件公司的 brand reputation and application cases [3]. - The company aims to attract high-end talent in the Shanghai area to optimize team structure and accelerate product and technology development [3].

Core Viewpoint - Ningbo Huaxiang plans to establish a joint venture with companies controlled by its actual controller, focusing on the research and application of PEEK materials [1] Group 1 - The joint venture, named Ningbo Fengmei Piqi New Materials Co., Ltd., will have a registered capital of 50 million yuan [1] - Ningbo Huaxiang will contribute 15 million yuan in cash, holding a 30% stake in the joint venture [1] - The joint venture will grant Ningbo Huaxiang and its subsidiaries preferential supply rights and corresponding discounts for products produced by the joint venture [1]

Group 1 - The company, Wanrun Co., Ltd. (002643.SZ), has developed polyether ether ketone (PEEK) materials that can be applied in various downstream sectors including electronic information, transportation, aerospace, and medical fields [1]

Core Viewpoint - The company Guoen Co., Ltd. is making significant investments in the production of PEEK materials, aiming to establish a comprehensive industrial chain for special engineering plastics, which is expected to capture market opportunities in various high-growth applications [1][2]. Company Developments - Guoen Co., Ltd. has completed the development of PEEK material production technology and core processes, planning to invest a total of 960 million yuan to build two PEEK polymer production lines and a pilot platform for styrene engineering materials [1][2]. - The company is collaborating with leading academic teams to develop PEEK polymer products and is focusing on enhancing domestic production capabilities in high-growth application scenarios [2]. Market Potential - The global PEEK market is projected to reach approximately $900 million in 2024, with a year-on-year growth of 5%. The Chinese PEEK market is expected to be around 1.92 billion yuan, accounting for 41.8% of the global market share [3]. - PEEK materials are gaining traction in humanoid robotics and low-altitude economy sectors due to their lightweight and excellent mechanical properties, which can significantly enhance the performance and lifespan of robotic components [3][4]. Industry Landscape - Numerous companies are entering the PEEK materials market, including Zhongyan Co., Pengfulong, Water Co., and others, indicating a competitive landscape with significant investment interest [2]. - The humanoid robot market is anticipated to drive rapid growth in the PEEK materials market, with projections suggesting that the Chinese market could reach 2.1 billion yuan by 2025 and potentially exceed 16.7 billion yuan by 2030 [4].

Industry Insights - The 2025 World Humanoid Robot Games will be the first comprehensive competitive event for humanoid robots, scheduled for August 15-17, 2025, in Beijing [1] - The event aims to showcase and test the latest advancements in robotics, driving progress in various technologies such as AI, materials, and sensors, and promoting the integration of robots into everyday life [1] - According to Everbright Securities, 2025 is expected to be a breakthrough year for humanoid robot mass production, with the potential for significant growth in the downstream supply chain [1] - CITIC Securities predicts that 2025 will mark the explosive growth of the humanoid robot industry, driven by mass production, new product launches, and advancements in large models [2] - The industry is seeing a trend towards commercial mass production, with domestic equipment manufacturers likely to benefit from performance upgrades and cost reductions [2] Company Developments - Sanhua Intelligent Controls is leveraging a dual strategy of "refrigeration + automotive thermal management" while extending into "AI robotics + intelligent ecosystems," focusing on technological barriers and global layout [3] - Zhongyan Co., Ltd. specializes in the research, production, and sales of polyether ether ketone (PEEK) materials, positioning itself as a key potential supplier for lightweight and high-performance components in robotics [3]