点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 新材料是新一轮科技革命和产业变革的基石与先导，是支撑现代化产业体系建设、培育新质生产力的关 键领域。加快发展新材料产业，对推动我国产业基础高级化、产业链现代化，实现高水平科技自立自 强，建设制造强国、质量强国具有重大战略意义。为系统谋划"十五五"时期新材料产业发展蓝图，依据 国家"十五五"规划纲要总体部署和《中国制造2035》战略要求，特制定本规划。 一、产业背景与发展形势 （一）指导思想 （一）"十四五"发展回顾 "十四五"期间，我国新材料产业规模持续壮大，创新能力显著提升，部分领域取得突破性进展。产业总 产值突破8.2万亿元，年均增速保持12%以上。关键战略材料保障能力稳步提高，前沿新材料研发与产 业化步伐加快。 ——成就： 在 超高强度钢、高性能碳纤维、半导体硅片、锂离子电池关键材料、生物医用材料 等领域 实现技术突破和规模化应用； 材料基因组、增材制造等 新方法应用深化；国家级新材料平台建设取得 成效；产业集聚效应增强，形成若干特色产业集群。 ——挑战： 部分 高端材料（如高端芯片用光刻胶、高纯度 ...

Core Viewpoint - The new materials industry is crucial for supporting modern industrial systems and fostering new productive forces, with significant strategic importance for China's high-level technological self-reliance and manufacturing strength [2]. Group 1: Industry Background and Development Situation - During the 14th Five-Year Plan, China's new materials industry saw continuous growth, with total output value exceeding 8.2 trillion yuan and an average annual growth rate of over 12% [4]. - Achievements include breakthroughs in ultra-high-strength steel, high-performance carbon fiber, semiconductor silicon wafers, and key materials for lithium-ion batteries [4]. - Challenges remain in high-end materials, core process equipment autonomy, and the need for improved standards and evaluation systems [4]. Group 2: Overall Requirements - The guiding ideology emphasizes innovation-driven development, demand orientation, green low-carbon practices, and open collaboration [7]. - Key principles include self-reliance through innovation, application-driven demand, enterprise-led collaboration, and a focus on green and efficient practices [9]. Group 3: Development Goals (by 2030) - Strategic material security capabilities should exceed 80%, with a focus on achieving global leadership in original achievements in frontier new materials [11]. - The goal is to cultivate internationally competitive new materials enterprises and establish over 20 distinctive, complete, and internationally leading new materials industry clusters [11]. - Significant reductions in energy consumption and emissions during material production processes are targeted, alongside a substantial increase in the proportion of green low-carbon materials [11]. Group 4: Key Development Directions - Advanced basic materials include ultra-high-strength automotive steel, high-performance aluminum alloys, and advanced chemical materials [13]. - Key strategic materials focus on high-temperature alloys, integrated circuit materials, and new energy materials [14][15][16]. - Frontier new materials include low-dimensional and smart materials, quantum information materials, and bio-based sustainable materials [17][18]. Group 5: Key Tasks and Major Projects - Focus on urgent new materials needed in key application areas, such as aerospace, new energy vehicles, and electronic information [21]. - Specific targets include high-performance carbon fiber for aircraft and high-energy density battery materials for electric vehicles [22][26][28]. Group 6: Collaborative Innovation System - Establish a collaborative innovation system centered on enterprises, integrating industry, academia, and research [45]. - Encourage leading enterprises to form innovation alliances with universities and research institutions to tackle key technologies [46]. Group 7: Market Cultivation for Key New Materials - Implement insurance compensation mechanisms for the first application of key new materials to reduce user risks [50]. - Establish a project library for demonstration projects, providing financial support and policy incentives to promote new materials [50]. Group 8: Breakthroughs in Key Processes and Equipment - Focus on overcoming bottlenecks in key processes and specialized equipment for new materials production [55]. - Develop advanced manufacturing technologies, such as 3D printing and automated composite material forming processes [56]. Group 9: Standard System Improvement - Accelerate the establishment of a comprehensive standard system covering the entire new materials industry chain [60]. - Develop and revise over 500 key new materials standards to ensure product quality and market order [61].

Group 1 - The company expects a net loss of between -3 billion to -2.6 billion for the first half of 2025, a year-on-year decrease of 214.06% to 231.60% [1] - The main reasons for the expected loss include a decline in product orders and prices due to market demand, lower-than-expected production from new projects, and increased quality control costs [1] - In 2024, the company produced 603,900 tons of steel, a decrease of 10.91% year-on-year, and achieved an operating income of 8.484 billion, a decrease of 1.06% year-on-year [2] Group 2 - The company reported a net profit of -1.25 billion in Q1 2025, compared to a profit of 1.15 billion in the same period last year [2] - The company is focusing on high-value-added products, with a continuous increase in their production to stabilize revenue despite a decrease in overall steel production [2] - The company exports mainly tool steel and automotive steel, with significant growth in exports to Europe and Southeast Asia, generating approximately 30 million USD in annual export revenue [3]

Core Viewpoint - The company reported a decline in total revenue for Q1 2025 but achieved a slight increase in net profit, indicating resilience in profitability despite revenue challenges [3][4]. Financial Performance - In Q1 2025, the company achieved total revenue of 26.84 billion yuan, a year-on-year decrease of 5.59% and a quarter-on-quarter increase of 4.44% [3]. - The net profit attributable to shareholders was 1.384 billion yuan, reflecting a year-on-year increase of 1.76% and a quarter-on-quarter increase of 7.31% [3][4]. - The net profit margin reached 5.16%, the highest level since Q2 2023, while the debt-to-asset ratio fell to 59.20%, the lowest since Q3 2019 [4]. Export and Trade Strategy - The company's direct exports to the U.S. were relatively low, with 42,000 tons in 2024, minimizing the impact of U.S. tariffs [5]. - The company has implemented strategies to mitigate tariff impacts, including adjusting sales strategies, expanding overseas production bases, and enhancing market development in domestic, European, and Middle Eastern regions [5]. Industry Positioning - The company has established a presence in the key materials sector of the robotics industry, supplying critical components such as ball screws and harmonic reducers, with successful domestic replacements for imported materials [6]. - The company is focusing on high-end products for various sectors, including wind energy, high-speed rail, aerospace, and 3D printing, to meet the demand for specialized steel materials [7]. International Strategy - The company has outlined an internationalization strategy based on a "resources + main business + distribution" model, prioritizing mergers and acquisitions to facilitate overseas expansion [8]. - 2025 is identified as a crucial year for the implementation of international projects, aiming for systematic overseas layout [8].

Group 1 - The company operates in the special steel and alloy materials sector, focusing on high-temperature alloys, ultra-high-strength steel, stainless steel, and tool steel, with applications in aerospace, energy, petrochemicals, and transportation [8][14][15] - The company reported a steel production of 603,900 tons in 2024, a decrease of 10.91% year-on-year, and a steel product output of 440,500 tons, down 13.04% year-on-year, while "three high and one special" products increased by 14.25% [18] - The company achieved an operating income of 8.484 billion yuan, a decrease of 1.06% year-on-year, and a net profit of 112 million yuan, down 69.18% year-on-year [18] Group 2 - The steel industry in China is facing overcapacity and weak demand, with traditional sectors like real estate and infrastructure showing only a "weak recovery," while emerging demands in new energy and electric vehicles are growing [4][3] - The global crude steel production in 2024 is projected to be 1.883 billion tons, a year-on-year decrease of 0.8%, with China's crude steel output at 1.005 billion tons, a slight decline [3] - The special steel industry is experiencing intensified competition in mid-low and mid-high-end products, while high-end products still lag behind developed countries in quality and stability [6][7] Group 3 - The company has established long-term procurement agreements with quality suppliers for raw materials, ensuring stable supply channels [10] - The production model is based on customer orders, with a focus on efficiency and flexibility in production planning [11] - The company has implemented a quality monitoring system certified by ISO9001 and AS9100, enhancing its quality management capabilities [13] Group 4 - The company plans to distribute a cash dividend of 0.018 yuan per share, totaling approximately 35.32 million yuan, which accounts for 31.62% of the net profit attributable to shareholders [1] - The company is seeking a comprehensive credit facility of up to 6.5 billion yuan for operational funding in 2025 [46][79] - The company has proposed to continue its bill pool business with a limit of 800 million yuan to improve liquidity and reduce management costs [49][81]