超高分子量聚乙烯树脂

Search documents
新材料产业周报:国能新材自主研发可控联创聚乙烯项目试车,星传新材等多家新材料公司完成融资
GUOTAI HAITONG SECURITIES· 2025-06-10 13:40
Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant advancements, with companies like Guoneng New Materials successfully testing their controllable cross-linked polyethylene project, marking a step towards industrial production [1] - The industry is also seeing substantial investment activity, as evidenced by Xinchuan New Materials completing a multi-hundred million yuan Series B financing round, indicating strong investor confidence in innovative materials [1][2] Summary by Sections Industry Development Dynamics - Guoneng New Materials has successfully completed the trial run of its controllable cross-linked polyethylene project, which has an annual production capacity of 11,000 tons, signaling the project's readiness for production [1] - China Chemical Western's 50,000-ton ultra-high molecular weight polyethylene resin project has completed its mid-term acceptance and is set to enter production soon, with a total investment of 830 million yuan [1] Investment and Financing Dynamics - Xinchuan New Materials has raised several hundred million yuan in its Series B financing round, led by Quzhou Industrial Investment, with participation from existing shareholders and other investors [1] - Dehu Coating has completed a multi-million yuan financing round aimed at advancing research and production of perovskite materials, which are critical for the semiconductor and flat panel display sectors [2] Secondary Market Dynamics - The Wande New Materials Index rose by 1.98% during the week of June 3 to June 6, 2025, outperforming the Shanghai and Shenzhen 300 Index, which increased by 0.88% [4]
新材料产业周报:国能新材自主研发可控联创聚乙烯项目试车,星传新材等多家新材料公司完成融资-20250610
GUOTAI HAITONG SECURITIES· 2025-06-10 11:07
Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant advancements, with companies like Guoneng New Materials successfully testing their controllable cross-linked polyethylene project, marking a step towards industrial production [1] - The industry is also seeing substantial financing activities, such as Xinchuan New Materials completing a multi-hundred million yuan Series B financing round, indicating strong investor interest and confidence in innovative material technologies [1][2] Industry Development Dynamics - Guoneng New Materials has completed the trial run of a new functional materials production facility with an annual capacity of 11,000 tons, indicating progress in the commercialization of new materials [1] - China National Chemical's Western New Materials has successfully completed the mid-term acceptance of a 50,000-ton ultra-high molecular weight polyethylene resin project, which is set to become the first large-scale production base in Northwest China [1] - The project has a total investment of 830 million yuan and is expected to commence production by August 2025 [1] Investment and Financing Dynamics - Xinchuan New Materials has raised several hundred million yuan in Series B financing, led by Quzhou Industrial Investment, with participation from existing shareholders and other investors [1] - The company is focused on the research and industrialization of new polyolefin elastomers, with plans to construct a 30,000-ton production facility in Zhejiang [1] - Dehu Coating has also completed a multi-million yuan financing round to enhance its research and development in perovskite materials, aiming to accelerate the commercialization of high-efficiency perovskite batteries [2] Secondary Market Dynamics - The Wande New Materials Index increased by 1.98% during the week of June 3 to June 6, 2025, outperforming the CSI 300 Index, which rose by 0.88% [4]
超高分子量聚乙烯报告:新能源及机器人双轮驱动成长(18页PDF)
材料汇· 2025-04-20 13:16
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 写在前面 (文末有惊喜) 国产化率显著提升,成本及效率持续优化。 超高分子量聚乙烯树脂最早由德国Hoechst 公司在1958 年将其商业化,荷兰DSM 公司在20 世纪70 年代将纤维产业化。 虽然性能优异,但高昂的成本限制其市场空间。中国北京助剂二厂在1994 年首次实现万吨级产线投产,1999 年东华大学实现超高分子量聚乙烯纤维的产业化合 成。至此,中国企业开始持续投入超高分子量聚乙烯行业。近年来,随着锂电池隔膜需求显著增长,国内超高分子量聚乙烯树脂产能快速释放,截至目前,国内超 高分子量聚乙烯在产产能合计约为27 万吨/年,在建产能32 万吨,另有约48 万吨/年拟新建产能。 国内企业内卷的结果是生产成本的快速下降以及生产效率的快速 提升 。超高分子量聚乙烯树脂的单价从2017 年的1.59 万元/吨下降至2023 年的1.39 万元/吨,超高分子量聚乙烯纤维的单价从2017 年的10.44 万元/吨下降至2023年的 8.11 万元/吨。 纤维环节具有更高的技术壁垒与资金壁垒,因而产品附加值更高。 超高分 ...