日东电工的丰桥事业所（爱知县丰桥市）已有超过60年制造各类工业用胶带的历史。该公司通过将不同 的高分子聚合物和添加剂混合并涂布于薄膜或纸张等材料上，制造出具备不同性质的胶带。无论是粘性 的强弱、还是易剥离程度等，该公司可以根据客户的需求对胶带的特性实施各种各样的调整。 日东电工胶带业务的主力工厂 —— 丰桥事业所。这里生产具备各种特性的胶带（照片：森田直希） 编者荐语： 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ，作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司，我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域，满足客户多元化的需求。 日东电工开发了一款通电后可轻松剥离的 " 电剥离胶带 " 。这款胶带正被用于固定智能手 机的电池，由于可简单拆卸，也更易于维修。不仅是智能手机，在家电和汽车等广泛工 业领域， " 再制造 " 正在逐步推广。日本材料厂商也在从中摸 ...

江苏斯迪克新材料科技股份有限公司投资者关系活动记录表 证券代码：300806 证券简称：斯迪克 2025-059 投资者关系活动记录表 | 投资者关系 | 特定对象调研 | | | | | | --- | --- | --- | --- | --- | --- | | 活动类别 | | | | | | | 参与单位名称 | 远希私募基金公司 | | | | | | 时间 | 2025 年 7 月 8 日 | | | | | | 地点 | 太仓市青岛西路 11 号 | | | | | | 总接待次数 | 1 场 | | | | | | 上市公司 | 董事、财务总监、董事会秘书（吴江） | | | | | | 接待人员姓名 | | | | | | | | 1、公司 2024 | 年度各业务板块销售收入情况如何？ | | | | | | | | | | 单位：万元 | | | 收入项目 | 2023年 | 2024年 | 2023 VS 2024 | | | | | | | 金 额 | 比 例 | | | 光学显示 | 25,755 | 55,159 | 29,404 | 114% | | | 新能源 | 29,2 ...

"安价比"成产业新关键词：在满足极限安全前提下，以最优成本实现可量产。 动力电池 新国标对电池安全定义的跃升 ， 从过去强调"热失控后30分钟逃生"，到如今要求"不起火、不爆炸"作为基本红线。 在 此背景 下 ， 电 池 材料的价值排序正在被重新定义 ， 材料 创新 导向 从 "单兵突进" ， 转向 以系统集成 安全 为导向的新型"作战协同"。 6月26日上午 ， 在 第十八届高工锂电产业峰会 的 新材料技术专场 " 打破技术边界 " 上 ， 一个新的产业关键词正在出现——"安价比"：在满足 极限安全前提下，以最优成本实现量产。 六位企业 高层 演讲 指明 一个共识 ， 材料企业必须具备"系统安全设计能力"， 不再只是能量密度、倍率性能的参数赛道，而是系统安全能力、工 程集成效率的总成较量。 睿恩新 能源国内 销售副总经理谢志明作"无极耳圆柱电芯性能和安全带来的行业惊喜"演讲。 睿恩的无极耳技术使内阻降低≥80%，温升降低≥30%，从根源上规避了局部热失控风险。该技术同时突破低温极限，支持全系列三元电芯在-40℃ 环境下0.5C持续放电，-20℃实现0.1C稳定充电。 圆柱工艺面临显著技术壁垒，斑马涂布、极耳 ...

Core Viewpoint - The company HaiShun New Materials is planning to acquire 100% equity of Guangdong Zhengyi Packaging Co., Ltd. for an initial transaction price of 94.87 million yuan, aiming to enhance its competitive edge and market share in the packaging industry [1][2]. Group 1: Acquisition Details - The acquisition involves Zhengyi Packaging, established in 1998, which specializes in the research, production, and sales of packaging films with applications in food, beverages, pharmaceuticals, and cosmetics [1]. - Zhengyi Packaging has production lines for aluminum oxide films, vacuum aluminum films, and coated films, with an annual production capacity exceeding 20,000 tons [1]. - As of the end of 2024, Zhengyi Packaging's total assets are reported at 80.63 million yuan, net assets at 46.84 million yuan, with projected revenue of 112 million yuan and net profit of 10.13 million yuan for the same year [1]. Group 2: Strategic Importance - The acquisition is seen as a strategic move to integrate resources and enhance the company's overall competitiveness and market presence [2]. - Post-acquisition, Zhengyi Packaging will become a wholly-owned subsidiary, allowing for synergy in products, technology, and market areas [2]. - The company plans to establish a technology-sharing mechanism and strengthen its technological barriers through patent licensing and cooperation [2]. Group 3: Financial Performance - In 2024, the company reported a revenue of 1.143 billion yuan, a year-on-year increase of 11.92%, while net profit decreased by 12.70% to 74.59 million yuan [3]. - For the first quarter of 2025, revenue reached 286 million yuan, up 10.46% year-on-year, but net profit fell by 24.99% to 17.27 million yuan [3]. Group 4: Product Development and Market Trends - The company has established a high-performance medical film division focusing on products like ostomy pouch films and high-end infusion films, and an electronic materials division targeting UV adhesive tapes and PI high-temperature adhesive tapes [3]. - The company is also focusing on solid-state batteries, with aluminum-plastic films identified as the most suitable packaging material, anticipating significant market growth as the industry matures [4]. - The company is currently working on client certifications and has improved its thermal process technology for aluminum-plastic films, expecting substantial sales growth in 2024 [4].

气功能材料、突破发展光学显示材料。 证券代码：300200 证券简称：高盟新材 北京高盟新材料股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 含章基金：李贵林 山西证券：高泽栋 中信证券：邵籽杰 时间 2025 年 6 月 16 日，14:20-16:10 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：史向前 投资者关系活动 主要内容介绍 公司与投资者进行了充分的交流与沟通，严格按照相关规 定，保证信息披露的真实、准确、完整、及时、公平性，没有 出现未公开重大信息泄露等情况。沟通主要内容如下：公司副 总经理、董事会秘书史向前首先就公司的主营业务、资产和经 营情况、未来发展战略等做了介绍。公司 2025 年经营指导思 想为"战略引领，创新驱动国际化；项目攻坚，提质上量增人 效"，并重点介绍了公司未来发展战略，即领先发展复合粘接 材料、提升发展交通功能材料、加快发展电气功能材料、突破 发展光学显示材料。 1、 ...

Core Viewpoint - Zhejiang Jiemai Electronic Technology Co., Ltd. maintains a stable long-term credit rating of AA- for both the company and its convertible bonds, reflecting its solid market position and ongoing investments in new energy materials [1][4]. Company Overview - The company was established in April 2001 and transitioned to a joint-stock company in December 2013, listed on the Shenzhen Stock Exchange in April 2017 with a total share capital of 431 million shares as of March 2025 [10][11]. - As of March 2025, the largest shareholder is Zhejiang Yuanlong Investment Management Group Co., Ltd., holding 46.74% of the shares [10]. Financial Performance - In 2024, the company achieved a total operating revenue of 1.817 billion yuan, a year-on-year increase of 15.57%, but experienced a decline in profit due to increased R&D expenses [4][11]. - The total debt as of the end of 2024 was 2.822 billion yuan, a significant increase of 68.86% from the previous year, but the overall debt burden remains manageable [7][11]. Business Segments - The company focuses on electronic packaging materials and electronic-grade film materials, with recent expansions into new energy battery materials [4][11]. - The electronic packaging materials segment accounted for 86.49% of total revenue in 2024, while electronic-grade film materials contributed 9.66% [21]. Market Position and Competitive Advantage - The company holds a strong market position in the electronic packaging materials sector, benefiting from technological advantages and established customer relationships [5][18]. - It is recognized as a leader in setting industry standards and has received accolades for its innovation and sustainability efforts [18]. Industry Environment - The electronic components industry is experiencing growth driven by the recovery in the consumer electronics sector, with a reported 11.8% increase in the production value of China's electronic information manufacturing industry in 2024 [14][15]. - The demand for electronic components is supported by trends in digitalization, new infrastructure projects, and the growth of sectors such as 5G, AI, and electric vehicles [14][15]. Future Outlook - The company is expected to benefit from the completion of ongoing projects and the release of new production capacities, particularly in electronic-grade film materials, which are anticipated to become a new growth driver [4][5]. - The stable credit outlook reflects confidence in the company's ability to manage capital expenditures and leverage its technological capabilities for future growth [4][5].

添加 小编微信 ，寻 志同道合 的你 正文 电子元器件性能不断提高，集成电路封装密度随之提高，这导致电子元器件工作能耗和发热量迅速增 大。高温会对电子元器件的性能稳定性、安全可靠性和使用寿命产生不利影响，如高温会产生热应力， 严重时会造成电路连接处的损坏，增加导体电阻，影响产品功能。因此确保电子元器件所产生的热量能 够及时排出，己经成为集成电路产品系统封装的一个重要研究课题，而 对于集成度和封装密度都较高 的便携式电子产品（如笔记本电脑等）及内部发热量较大的功率器件模块而言，散热甚至成为了整个产 品的技术瓶颈。 简单地依靠电子芯片与封装外壳之间固体界面的机械接触，已然不能实现热量的快速 有效传导。 在集成电路领域，随着对集成电路芯片、电子元器件乃至系统功率耗散研究的深入，一门新兴学科—— 热管理（Thermal Management） 逐步发展起来，热管理学科专门研究各种电子设备的安全散热方式、 散热装置及所使用的材料。当前中央处理器、通信电子、电动汽车、高铁、电网等应用的核心部件都是 高功率密度电子元器件，其 散热问题日益成为限制其功率密度和可靠性提高的瓶颈 。 热界面材料（Thermal Interfac ...

Group 1 - The core viewpoint of the news highlights the recent research conducted by Guoyuan Xinda Capital on a listed company, focusing on advancements in dry electrode equipment and solid-state electrolytes [1] - Xinyuren has successfully trial-produced a dry electrode equipment prototype using dry powder direct coating technology, which eliminates the fiberization film-making process and reduces binder content, making it suitable for thick electrode preparation without high-pressure rolling [1] - The halide solid-state electrolyte samples have been completed, showing an ionic conductivity slightly above 10^-3, indicating good conductivity performance, stability, and low cost [1] Group 2 - The optical glue and tape from Yamei New Materials have established stable cooperation with leading 3C clients, achieving significant breakthroughs in the Mini LED packaging materials market [1] - Micro LED mass transfer films have achieved small batch shipments, and moisture barrier films are being applied in flexible perovskite [1] - The proposed human skin material utilizes silicone-based materials and employs nano-imprinting technology to replicate the microscopic structure of human skin, achieving realistic touch sensations, with samples sent to pressure sensor companies and FPC manufacturers for widespread applications [1] Group 3 - Guoyuan Xinda Capital Management Co., Ltd. is a private equity fund management company registered with the Asset Management Association of China, established in 2015 with a registered capital of 50 million yuan [2] - The company is an observer member of the Securities Association of China and has a strong team of recognized new-generation investment talents [2]

内容概要：近年来，随着电子、光学、汽车等行业的快速发展，转移胶带的应用需求不断增长，市场潜 力巨大。在市场规模方面，2017年中国转移胶带行业市场规模达到245.83亿元，到了2024年行业市场规 模增长至382.57亿元，年复合增长率为6.52%。预计未来中国转移胶带行业市场规模将继续保持增长趋 势。一方面是新兴技术的不断涌现和应用，对转移胶带的需求量不断增加；另一方面是受国内外市场的 进一步拓展，行业增长潜力巨大。 相关上市企业：洁美科技（002859）、裕兴股份（300305）、东材科技（601208）、大东南 （002263）、卫星化学（002648）、华谊集团（600623）、中国石化（600028）、宝莫股份 （002476）、宇新股份（002986）、道恩股份（002838）等。 相关企业：靖江市玥琪电子材料有限公司、雷科股份有限公司、浙江永和胶粘制品股份有限公司、江苏 白鹭电器集团股份有限公司等 关键词：转移胶带、市场规模、聚酯薄膜、电子信息 一、转移胶带行业相关概述 转移胶带是一种特殊的胶带，是一种可以将物体表面的材料或图案转移到另一表面的媒介。其基本功能 包括粘贴、固定以及材料转移。这种胶 ...

Core Viewpoint - The rapid growth of China's express delivery industry, which handled 175 billion packages last year, has led to significant environmental concerns regarding packaging waste, prompting the implementation of new regulations aimed at promoting green packaging practices [1][2]. Group 1: Regulatory Changes - The new "Express Delivery Interim Regulations" focus on packaging governance, emphasizing the goals of green, reduced, and recyclable packaging while enhancing end-service and industry collaboration [1][2]. - The regulations hold express delivery companies accountable for optimizing packaging methods and structures to minimize resource consumption [2][4]. Group 2: Innovations in Packaging - Companies are adopting innovative packaging solutions, such as the "Feng Tiao Box," which uses a self-regulating gas composition to extend the freshness of fruits, reducing the need for traditional packaging methods [3]. - The use of Feng Tiao Boxes has resulted in a weight reduction of approximately 1 kilogram for a 2.5-kilogram package of lychees, leading to a 30% reduction in logistics costs and over 50% savings in packing time [2][3]. Group 3: Supply Chain and Collaboration - The regulations extend responsibilities beyond express delivery companies to include e-commerce, product manufacturers, and packaging producers, ensuring a comprehensive approach to packaging design, reduction, and recycling [4][5]. - Upgraded warehouse systems are being implemented to recommend appropriate packaging sizes, reducing material usage by about 20% [5]. Group 4: Consumer Participation and Recycling - Consumer habits are crucial for the success of green packaging initiatives, with efforts being made to encourage participation in packaging recycling programs [6][7]. - In educational institutions, recycling initiatives have led to a significant percentage of packaging being reused, demonstrating effective community engagement in sustainability efforts [6][7]. Group 5: Long-term Benefits and Market Positioning - The shift towards green packaging presents both challenges and opportunities for companies, with potential long-term benefits including brand enhancement, cost savings, and improved market competitiveness [3][4]. - Companies that successfully implement green, reduced, and recyclable packaging will likely gain a competitive edge in the increasingly eco-conscious market [3][7].