1.1全球政策加速材料迭代 1.2 技术交叉催生颠覆性突破 2. 六大核心赛道深度解析 3. 2025年战略聚焦方向 4. 企业突围路径建议 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 目录 1. 产业变革背景：碳中和与第四次工业革命的双重驱动 5. 结语：材料革命重塑人类文明 2.1 固态电池材料：电动车革命的终极答案 2.2 超导材料：能源网络与量子计算的基石 2.3 生物基可降解材料：万亿级替代市场启动 2.4 宽禁带半导体材料：5G/6G时代的底层支撑 2.5 智能响应材料：人机交互的新界面 2.6 超材料：重新定义物理规律 3.1 商业化临近临界点的材料 （1）固态电解质 （2）钙钛矿光伏材料 3.2 可能引发产业链重构的技术 （1）分子级自组装材料 （2）氢脆抑制合金 3.3 地缘政治敏感领域 （1）极紫外光刻胶 （2）高纯石英砂 4.1 生态构建：宁德时代"材料 - 电芯 - 回收"闭环体系 4.2 敏捷创新：陶氏化学数字孪生材料开发平台 4.3 标准争夺：中国石墨烯联盟主导ISO/IEC国际标准制定 图 新材料产业全景图，来源：新材料在 ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 （文章来源：每日经济新闻） 国海证券指出，新材料是化工行业未来发展的一个重要方向，正处于下游需求迅速增长阶段，随着政策 支持与技术突破，国内新材料有望迎来加速成长期。新材料产业属于基石性产业，是其他产业的物质基 础，支撑着电子信息、新能源、生物技术、节能环保等重要领域的发展。分析师持续关注处于上游核心 供应链、研发能力较强、管理优异的新材料公司。新材料行业受到下游应用板块催化，逐步放量迎来景 气周期，维持"推荐"评级。 新材料50ETF跟踪的是新材料指数，该指数由中证指数有限公司编制，从沪深市场中选取涉及先进结构 材料、功能材料等领域的上市公司证券作为指数样本，覆盖化工、金属非金属新材料等多个子行业，以 反映新材料产业上市公司证券的整体表现。成分股具有较高的成长性和创新能力。 消息面上，2025年7月 ...

美国宾夕法尼亚州立大学科研团队研发出一种特殊的多层超材料，在强磁场作用下，其红外光发射强度 显著超过吸收强度，为收集太阳能、开发热隐身技术开辟了新路径。相关论文发表于最新一期《物理评 论快报》。 ...

核心提示：7月4日，由海尔牵头的国家重点研发计划"智能传感器"重点专项——"基于宽谱增敏超材料 的热电堆红外阵列传感器研制及应用"项目启动暨实施方案论证会在青岛顺利召开。7月4日，由海尔牵 头的国家重点研发计划"智能传感器"重点专项——"基于宽谱增敏超材料的热电堆红外阵列传感器研制 及应用"项目启动暨实施方案论证会在青岛顺利召开。这不仅是海尔承接的首个"智能传感器"专项，同 时也是行业内首个牵头承接的此类项目。 专家组听取了项目实施方案汇报，通过参观调研相关项目研发平台、审查相关资料，充分肯定了项目的 总体实施方案。同时，专家组还就项目实施可能存在的技术难点、实现路径、风险管控等方面提出了宝 贵的建设性意见。 "基于宽谱增敏超材料的热电堆红外阵列传感器研制及应用"的项目成果，将为国内热电堆红外阵列传感 器产业链提供亟需的技术支撑，实现高性能传感器产品的自主可控研发。在经济社会效益方面，也将通 过自主芯片设计技术，推动产业升级，降低生产成本，提高产品竞争力，并带动智能制造等相关产业的 快速发展。 "十三五"到"十四五"期间，海尔已累计牵头15项国家重点研发计划，位列行业第一。此外，海尔还牵头 打造了国家高端智能 ...

Core Viewpoint - The development of a reverse design AI model for thermal radiation metamaterials by a research team at Shanghai Jiao Tong University significantly enhances the efficiency of material design, enabling rapid generation of numerous candidate designs for various applications [1][2]. Group 1: AI Model Development - The AI model can filter through over 50,000 design combinations in just three months, a process that would take an astronomical amount of time using conventional methods [1]. - The model is inspired by the three-dimensional topology of biological structures and utilizes a novel "three-plane modeling method" to accurately describe three-dimensional structural units [1]. - A comprehensive database containing 57,110 sets of data has been established, linking materials, superstructures, and spectral performance [1]. Group 2: Practical Applications - The team validated the model's effectiveness by designing and experimentally verifying four types of thermal radiation metamaterials for specific applications, including flexible films, coatings, and patches [2]. - In outdoor tests, these metamaterials demonstrated excellent self-cooling effects, with single-band selective metamaterials showing surface temperatures 2.5°C and 5.3°C lower than broadband metamaterials and commercial white paint, respectively [2]. - The experimental results indicate the model's potential applications in building energy efficiency and mitigating urban heat island effects [2].

日前，上海交大团队在热辐射超材料领域取得重大原创突破，通过构建热辐射超材料逆向设计AI模 型，突破现有材料设计"上限"，大批量生成热辐射超材料候选设计方案，实现"优中选优"。相关成果7 月2日发表在《自然》杂志上。（智通财经） ...

Group 1: Carbon Fiber - Carbon fiber is a crucial material in modern warfare, enhancing the performance of military equipment due to its high strength, low density, and excellent thermal and electrical properties [4][6][10] - The development of carbon fiber began in the 1860s, and it is often referred to as "black gold" due to its high practical value and manufacturing complexity [6][7] - The use of carbon fiber composite materials has significantly improved the performance of advanced military aircraft like the F-35, where it constitutes up to 35% of the aircraft's structure [9][10] Group 2: Metamaterials - Metamaterials are engineered to have properties not found in naturally occurring materials, offering revolutionary applications in military technology, particularly in stealth and radar evasion [14][18] - Recent advancements in metamaterials have led to significant developments in stealth technology, enabling military assets to avoid detection by radar and other sensors [18][19] - The research and application of metamaterials are expected to transform future combat scenarios by enhancing the capabilities of various military platforms [24][25] Group 3: Graphene - Graphene is recognized as the strongest and thinnest known material, with exceptional electrical and thermal conductivity, making it highly valuable in military applications [28][30] - The U.S. and other developed nations are investing heavily in graphene research for its potential use in advanced military technologies, including high-performance sensors and lightweight armor [31][32] - Graphene's unique properties could lead to significant improvements in military computing and sensor technologies, enhancing operational capabilities [30][33] Group 4: Armor Protection Materials - The demand for advanced armor protection materials has increased due to the evolving nature of modern warfare, necessitating improvements in military vehicle protection [36][37] - Various materials, including ballistic glass, steel, ceramics, and high-strength fibers, are utilized in military armor systems to enhance protection against modern threats [38][41] - The development of composite armor systems that integrate multiple materials is becoming a standard practice to achieve optimal protection while minimizing weight [41][42] Group 5: Stealth Coatings - Stealth coatings are critical for reducing the detectability of military assets by controlling their observable characteristics across various detection methods [47][49] - These coatings can be classified into several types, including radar-absorbing, infrared, and visible light stealth coatings, each designed to mitigate specific detection risks [51][52] - The ongoing development of multi-functional stealth materials is essential for enhancing the survivability of military platforms in increasingly complex combat environments [58][63] Group 6: 3D Printing in Defense - 3D printing technology is emerging as a transformative force in the defense sector, enabling rapid prototyping and production of complex military components [66][67] - The U.S. military is integrating 3D printing into its supply chain to improve maintenance and operational efficiency for aircraft and other military equipment [71][74] - This technology allows for the production of parts on-demand, reducing lead times and costs associated with traditional manufacturing methods [67][71]

在湘西的青山绿水间，凤凰磁浮革命性的磁浮在线监测平台堪称磁浮交通的数字神经系统，持续"把 脉"轨道健康状况，精准调平保障磁浮列车平稳运行，让乘客感受到"如履平地"的体验。而在广州，超 级神经系统让600米的广州塔在云端得以舒展"小蛮腰"，700个精密传感器捕捉到塔身每一次细微的"呼 吸"。 在香港，青马大桥的自适应概率神经网络精准捕捉大桥"心跳"的细微异常。即使环境噪声完全掩盖了损 伤本身的微弱信号，依然能实现85%以上的精准定位，就像在暴雨夜的喧闹中清晰分辨出一片落叶坠地 的声响。 磁浮列车划破长空，高铁网络纵横驰骋，摩天大楼直插云霄，跨海大桥飞架天堑：而默默守护这些标志 性项目结构安全的核心技术，源自香港理工大学土木及环境工程学系智能结构与轨道交通讲座教授倪一 清在结构健康监测领域的一系列开创性科研成果。 "对于任何一个运动系统，我们都希望能够实现对其的有效控制。"倪一清对记者说。 倪一清表示，过去数十年，团队依托大数据与人工智能技术开发了一系列分析算法，使系统能快速诊断 结构性能问题，如裂缝形成、局部可靠度下降等关键指标，实现实时计算反馈。 倪一清是国际著名结构健康监测专家，连续5年在土木工程领域位列全 ...

链中上游核心企业，是湖南省的重点项目；906基地从事超材 料产品关键部件制造、超材料特种工装制造、专业检验检测技 术的开发与生产，属于公司超材料产业链中上游核心企业，是 天津市津南区重点项目。公司不同基地间的关系是相互协同， 而不是独立发展的。因此，对任何一个基地进行产能的单独核 算是不合理的。由于709基地主要负责超材料产品中下游环节， 随着709基地二期投产，中上游原材料与相关配套产能无法与 下游需求相匹配，因此，公司建设905与906基地的目的是为了 补齐短板，实现更好的产业协同效应。 2、公司是怎样看待产品的盈利水平的？是否有出现利润 承压的情况？ 答：公司产品的盈利水平良好。作为尖端装备领域的核心 供应商，公司的经营目标并非仅包含产品的盈利性，而是希望 该行业能够健康、可持续的发展，并与行产业链内的其他公司 实现共赢。 证券代码：002625 证券简称：光启技术 光启技术股份有限公司投资者关系活动记录表 编号：2025-004 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | ...

Group 1 - The Fourth National Metamaterials Conference was held in Shenzhen, Guangdong, attracting nearly 3,000 technology workers from universities, research institutes, and leading enterprises to discuss the latest developments and future trends in the metamaterials field [1] - Metamaterials are identified as a strategic emerging industry, with significant implications for material science and various industry transformations. Despite notable achievements in basic research, challenges remain in transitioning from theory to practical applications and from laboratory to industrialization [1] - Liu Ruopeng, Chairman of Guangqi Technology, emphasized the need for "bottom-level reconstruction" to drive systematic changes in traditional industries, highlighting the importance of disruptive innovation across the entire supply chain for successful cross-domain applications of metamaterials [1] Group 2 - Guangqi Technology has made significant breakthroughs in the design, preparation, and testing of metamaterials, successfully applying these technologies in advanced manufacturing sectors and achieving large-scale production and market application [2] - The company has overcome 10 key technological bottlenecks in the new generation of aviation equipment, achieving domestic substitution of core processes. Over the past three years, the total contract amount for metamaterial aviation structural products disclosed by Guangqi Technology has exceeded 4.6 billion yuan [2] - Guangqi Technology has established a comprehensive industrialization system covering the entire lifecycle of metamaterials, creating a complete closed-loop industrial chain from theoretical design to performance testing, providing a replicable model for the engineering application of metamaterial research results in China [2] Group 3 - Liu Ruopeng's team at Guangqi Technology was awarded the "Metamaterials Large-Scale Production Technology" award at the conference [3]