Group 1 - Company Guoen Co., Ltd. has expanded its new materials sector into the Yangtze River Delta region by establishing Guoen (Yixing) New Materials Development Co., Ltd. with a registered capital of 100 million yuan [1] - The company aims to seize opportunities in the specialty engineering plastics market by developing high-end applications of specialty new materials such as PEEK (polyether ether ketone) [1][2] - Guoen Co., Ltd. plans to create a vertically integrated platform covering the entire industrial chain of PEEK from polymerization to composites and products, with a total investment of 960 million yuan for the construction of two PEEK production lines and a 30,000 tons/year modification and composite materials project [2] Group 2 - PEEK materials have broad applications in aerospace, new energy vehicles, wind power, optoelectronics, semiconductor manufacturing, humanoid robots, low-altitude aircraft, 3D printing, and healthcare [2] - Despite the accelerated expansion, Guoen Co., Ltd. is facing a slowdown in performance, with a projected revenue growth of only 10.21% in 2024, marking the lowest since its listing, while profit growth is at 45.18% but remains below the 2020 profit level [2] - In April, Guoen Co., Ltd. announced plans to issue shares overseas (H-shares) and prepare for listing on the Hong Kong Stock Exchange as part of its global strategic layout [3]

国恩股份表示，公司通过与拥有国内领先技术的院校团队合作共同开发PEEK聚合产品，并同自有连续 纤维增强工艺技术相结合，构建"核心树脂—关键中间品—终端构件"的PEEK材料产业一体化格局。 本次拟投资建设的年产1000吨PEEK材料项目，是该公司PEEK材料产业化的关键举措，项目将优先聚焦 于国产化率提升空间大的高增长应用场景，提供高性能特种材料解决方案。同时，本次拟投资建设的苯 乙烯工程材料聚合中试平台及30万吨/年改性复合材料项目，将释放公司绿色石化新材料与高分子改性 材料及高分子复合材料领域的业务协同效应，进一步打造长三角地区新材料板块的一体化布局。 中化新网讯 8月1日，国恩股份发布公告称，公司拟通过全资子公司浙江国恩化学有限公司(以下简称浙 江国恩化学)打造覆盖聚醚醚酮(PEEK)从聚合到复合再到制品的全产业链纵向一体化平台，建设苯乙烯 工程材料聚合中试平台及30万吨/年有机高分子改性、复合材料项目。目前，公司已取得舟山高新技术 产业园区管委会经济发展局出具的项目备案。 据公告，该项目总投资9.6亿元，拟建设PEEK聚合生产线2条;苯乙烯类工程材料聚合中试平台装置1套; 改性、复合材料生产线36条。 ...

Core Viewpoint - Guoen Co., Ltd. has announced a significant investment project aimed at establishing a comprehensive vertical integration platform for the entire PEEK industry chain, enhancing its competitiveness in the specialty engineering plastics sector [1] Group 1: Project Overview - The total investment for the project is 960 million yuan [1] - The project includes the construction of a pilot platform for polystyrene engineering materials polymerization and a 300,000 tons per year organic polymer modification and composite materials project [1] Group 2: Strategic Focus - The project will prioritize high-growth application scenarios with significant potential for domestic production rate improvement [1] - The aim is to provide high-performance specialty materials solutions [1]