正文 战略属性定价不容忽视，电子及军工材料迎发展新机遇。 国家主动针对关键战略金属实施出口管制政策，国内外价格分化显著，战略属性定价不容忽视。AI 技术演进带动电子新材料升级迭代机遇，军工需求逐步回暖军工 新材料深度受益。 稀土磁材 产业链以中国为中心，管控加强，国内供给增速放缓，中长期需求持续增长，稀土价格底部企稳反弹。 国内供给端指标增长速度放缓，海外供应不稳定性上升，中 长期受益于新能源汽车及节能电机等快速发展，机器人有望带动新一轮需求，需求端整体稳步增长，镨钕氧化物供给缺口或扩大。 钨 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 战略金属之王，供给刚性支撑钨价长期向好。 我国钨资源丰富，钨储量及矿山钨产量世界第一，2024 年占比分别为52.5%和82.3%。国家对钨矿开采实行总量控 制，钨矿供应偏刚性。硬质合金需求有望稳步复苏，光伏钨丝有望持续放量，地缘冲突或拉动钨军工需求，整体钨需求预计实现稳步增长，钨价有望长期向好。 锑 供需紧缺格局难改，战略属性不容忽视。 我国作为全球锑品主产区，2024 年国内锑矿产量占全球锑矿产量约60%，锑矿战略地 ...

Core Viewpoint - The new materials industry in China is at a critical juncture, facing supply-demand imbalances due to a slowdown in effective demand and chaotic supply expansion, but there are signs of marginal improvements that may lead to investment opportunities by 2025 [2][11][20]. Group 1: Demand Improvement and Incremental Opportunities - The aerospace and defense sectors are expected to see a recovery in demand for titanium materials, driven by the replenishment of military orders and the introduction of new equipment [3][42]. - The demand for high-performance carbon fiber is anticipated to increase due to the replacement of old grades and the development of new applications in unmanned and efficient equipment [4][62]. - Ceramic matrix composites are positioned to become key materials for next-generation aircraft engines, with increasing demand as manufacturing processes mature [4]. - Additive manufacturing is entering a new development phase, emphasizing the need for innovation and deep integration with customer requirements to expand application spaces [4]. Group 2: Identifying Relatively Rigid Supply Segments - The refrigerant market is constrained by regulations, leading to limited domestic supply while overseas demand remains strong, resulting in rising prices [6]. - Tungsten, a strategic metal for China, is expected to maintain a tight supply-demand balance due to effective control measures and increasing demand in hard alloys and photovoltaic applications [6]. - The strategic value of rare earth elements has been recognized at the central level, with supply growth slowing and demand increasing, which may stabilize prices and signal a potential industry cycle turning point [6]. Group 3: Innovative Applications Driven by Frontier Technologies - The commercial aerospace sector is driving demand for new materials and processes, particularly in reusable rocket technologies and liquid rocket engines, which will increase the need for copper alloy thrust chambers and thermal barrier coatings [7]. - The rise of artificial intelligence is boosting demand for computing power, leading to increased applications for soft magnetic materials and iron carbonyl powder in power modules [7]. - The development of humanoid robots is expected to drive demand for engineering plastics and neodymium-iron-boron permanent magnets due to lightweight design trends [7]. - The acceleration of superconducting materials' industrialization and applications is worth monitoring for their expansion in downstream technology fields [7].

当前，我国钒钛产业发展面临新挑战，产业投资过热、产能产量增长过快与市场需求不匹配问题突出。 在钒钛磁铁矿开发、多途径提钒、海绵钛和钛白粉生产等领域存在投资过热与低端产能过剩现象，产 业"内卷"导致企业盈利能力普遍下降。 为了推动产业高质量发展，《钒报告》和《钛报告》提出发展建议。 加强顶层设计，优化产业布局。从国家层面制定产业发展规划，明确产业布局和发展重点，依托资源、 技术和龙头企业打造特色集聚区。制定政策支持优势企业优先发展，引导投资向航空航天钛合金、医用 钛材、3D打印钛粉等核心领域集聚，优化产品结构，满足国家战略和市场需求。 促进产业协同，避免低水平重复建设。建立行业准入门槛，结合生产与原料供给，在海绵钛、钛材、钛 白粉等领域限制低端投资，严格把关项目。 6月10日，2025中国钒钛产业发展报告发布会在成都举行。此次发布会由国家钒钛产业联盟秘书长张邦 绪主持，钒钛经济研究院院长吉广林发布了《2025中国钒钛产业发展微报告》。报告由国家钒钛产业联 盟牵头编制，推出了《中国钒产业发展报告(2025)》(以下简称《钒报告》)和《中国钛产业发展报告 (2025)》(以下简称《钛报告》)，为产业高质量发展注入新 ...

Core Viewpoint - The titanium industry in China is experiencing stable growth, with a focus on high-quality development and overcoming existing shortcomings to enhance its global competitiveness [1][2][3]. Industry Overview - In 2024, China's titanium industry is expected to maintain a steady development trend, with continuous growth in titanium product output [2]. - The total titanium concentrate production in the first two months of 2024 reached 1.887 million tons, with imports at 879,000 tons and consumption at 2.165 million tons, reflecting year-on-year increases of 3.6%, 26.2%, and 4.5% respectively [2]. - The sponge titanium production was 41,000 tons, with an export volume of 1,000 tons and a consumption of 40,900 tons, showing year-on-year growth of 12.8%, 28.6%, and 11.7% respectively [2]. Regional Insights - Shaanxi Province is identified as a major hub for titanium production in China, with a significant influence on the international market [2][3]. - The city of Baoji is highlighted as the largest titanium and rare metal materials research and production base in China, with over 700 titanium enterprises producing more than 300 varieties and 5,000 specifications of titanium products [3]. Production and Consumption Trends - The titanium material production in Baoji is projected to be approximately 75,000 tons in 2024, accounting for 65% of China's total and over 33% of the global output [3]. - The titanium and new materials industry cluster in Baoji is expected to achieve an output value of 56 billion yuan [3]. Technological Advancements - The titanium industry is accelerating the localization and modernization of large equipment, with significant advancements in smelting, forging, and rolling technologies [4][5]. - The production of sponge titanium is projected to reach 256,000 tons in 2024, with a year-on-year growth of 17.6%, achieving nearly 100% self-sufficiency [4]. Market Dynamics - The compound annual growth rate (CAGR) for sponge titanium production since the 14th Five-Year Plan is approximately 22%, while titanium processing material production has a CAGR of 7.7% [4]. - The consumption of titanium materials is expected to reach around 150,000 tons in 2024, with a CAGR of about 7.5% since the 14th Five-Year Plan [4]. Strategic Initiatives - The industry is urged to enhance collaboration and reduce internal competition, focusing on vertical integration and resource optimization to improve overall efficiency [6][7]. - The need for innovation and the development of new products to meet high-performance titanium alloy demands in high-end manufacturing is emphasized [4][7]. Future Outlook - The industry is encouraged to actively participate in the formulation of relevant standards and to strategically plan for the 15th Five-Year Plan to achieve higher levels of high-end, intelligent, and green development [8].

Group 1 - The "Golden Seed Cup" college student entrepreneurship competition in Hunan Province attracted over 40,000 project registrations, with 160 projects selected for the finals [2] - The evaluation criteria for the competition focused on five aspects: market value and business model, product innovation and technological breakthroughs, organizational structure and team capability, financial analysis and financing planning, and social value and sustainable development [5] - Several projects showcased innovative solutions, such as a project that enhances waste utilization by 60% and reduces curing time by 85%, demonstrating significant technological advancements [6] Group 2 - The competition features four tracks: traditional industries, advantageous industries, emerging industries, and future industries, aligning with Hunan's modern industrial system [9] - Participants expressed that Hunan's supportive policies were a major factor in their decision to establish their projects in the region, highlighting the attractiveness of the local entrepreneurial environment [11] - Award-winning projects will receive financial support, with gold, silver, and bronze awards offering 100,000 yuan, 30,000 yuan, and 10,000 yuan respectively, and successful projects may access further investment from the Hunan University Student Entrepreneurship Investment Fund [12]

Group 1 - The Southeast University research team has developed a bionic self-generating and energy-storing concrete, which can store approximately one day's electricity for residential use and improve photovoltaic utilization by over 30%, reducing electricity costs by more than 50% [1] - The application of technology in environmental protection is becoming a crucial method to address ecological threats, enabling more efficient pollution monitoring and remediation, promoting energy structure transformation, and facilitating circular economy development [1] - A new engineered bacterial strain has been successfully constructed by a Chinese research team to simultaneously degrade five types of organic pollutants in high-salinity wastewater, demonstrating high degradation efficiency on complex pollutants [1] Group 2 - The issue of plastic pollution has gained significant international attention, with over 300 million tons of plastic waste generated globally each year, of which only 9% is recycled [2] - Researchers from the Chinese Academy of Sciences have developed a floating titanium dioxide material that can decompose waste plastics under light, achieving decomposition efficiency that is dozens to hundreds of times higher than traditional materials, while significantly reducing costs [2] - A team from the University of Manchester has created special light-driven enzymes that work under visible light, potentially offering more environmentally friendly and efficient solutions for drug and important chemical production [2] Group 3 - Researchers at CERN have successfully transformed lead into gold using high-energy physics methods, demonstrating the theoretical feasibility of directional element modification, which may provide new approaches for the safe disposal of nuclear waste [3] - The need for more technological means and broader applications is emphasized in the context of the global ecological crisis, aiming to repair Earth's "injuries" without creating new "scars" [3] - When innovation is driven by the goal of enhancing human well-being and achieving harmony between humans and nature, science and technology can provide more momentum for sustainable development [3]

镇江市 镇江城市风貌 镇江航空航天产业链企业（美龙航空） 镇江航空航天产业园 镇江主板上市公司鱼跃医疗生产车间 镇江航空航天产业链企业（菲舍尔） 镇江航空航天产业园 镇江币境内上市公司板块分布情况 11家 主板 3家 科创板 6家 创业板 1家 北交所 镇江市A股上市公司市值分布情况 10家 6家 5家 超100亿元 50亿元以下 50亿元至100亿元 T T THE 市值Top5为鱼跃医疗、新泉股份、 天奈科技、正丹股份、明月镜片; 镇江市A股上市公司总市值超1910亿 元，市值规模相当于2024年镇江 GDP的34.6% 前 营收增长Top5为正丹 股份、骏成科技、鼎 胜新材、新泉股份、 威腾电气; 镇江市A股上市公司2024年 实现营业收入814.65亿元，同比增长 13% 研发投入 O 研发投入Top5为鼎胜新材、新泉股 份、鱼跃医疗、江苏索普、东方电 热，研发强度均超过5%; 镇江市A 股上市公司2024年平均研发投入占 比为 4.33%，高于全国平均水平 实力镇江 数说镇江A股公司 （截至2024年底） 天工开路启新程 ——解码资本市场"镇江板块" ◎钱佳滢 记者 仲茜 5月13日，资本市场"镇江 ...

"2024年，我国钛产业保持总体平稳发展态势。钛产品产量持续增长，钛产业呈现集中式发展，钛材消 费量出现行业分化，进出口贸易持续增长。"在日前举行的2025年钛锆铪钒分会年会暨钛谷产业发展大 会上，中国有色金属工业协会党委书记、会长葛红林说。 （文章来源：经济日报） 从钛产业效能来看，全产业链企业、深耕细分领域的高端企业能凭借各自优势，保持向好发展，但半流 程、中小企业经营相对困难，盈利稳定性较差。此外，海绵钛及钛加工材产能大幅增长，供需错配导 致"内卷式"竞争加剧，钛材成品价格进一步降低。 在减少行业重复建设、低效扩张、价格内卷的同时，钛产业需要进一步垂直整合，实现资源优化配置， 升级产业效能。葛红林认为，应加快整合优化创新资源，加强政、产、学、研、用协同，在用好政策、 强化基础研究的同时，加强应用技术研究，加快创新成果转化，推动产业链各环节技术、工艺、装备全 面升级改造。 "加快创新步伐，需要加强上下游企业合作，共同搭建平台，建立合作攻关机制，促进钛材在相关领域 的创新布局。"中国有色金属工业协会钛锆铪钒分会副会长兼秘书长安仲生建议，在建筑领域，推广钛 材在建筑装饰中的应用，如钛合金屋顶、幕墙等，提升建筑 ...

深海科技在2 0 2 5年的"两会"上被首次写入政府工作报告中：开展新技术新产品新场景大规模应用示范行动，推动商业航天、低空经济、深海科 技等新兴产业安全健康发展。深海科技包含深潜装备、深海探测、深海资源开发、深海组网等多方面的内容，发展深海科技具备重大的政治、 经济、科技、军事意义，也具备广阔的发展前景。据自然资源部数据，2 0 2 4年全国海洋生产总值首次突破1 0万亿元，达1 0 5 , 4 3 8亿元，同比 +5 . 9%。此外，上海在即将出台的新一轮海洋产业发展规划中也有望推动深海科技的持续发展。我们预计后续沿海地区的地方政府有望陆续出 台相关刺激政策，助力深海科技这一新质生产力的腾飞。 文 ｜ 付宸硕 陈卓 刘意 张清源 深海科技在2 0 2 5年"两会"中被首次写入政府工作报告，体现了高层领导对深海开发的重视。我们认为，后续地方的相关产业支持政策预计将陆 续出台，深海科技作为新质生产力之一也有望迎来类似于低空经济和商业航天的发展契机。在投资上，深海科技产业链涉及到上游核心零部件和 原材料的配套、中游整机装备以及下游的运营和服务等多个环节，我们建议优先关注产业链上下游当中的核心参与厂商。 ▍ 政策 ...