一、高性能材料行业定义及分类 据工信部、发改委等四部委发布的《新材料产业指南》，高性能材料是指新出现的具有优异性能或特殊 功能的材料，或是传统材料改进后性能明显提高或产生新功能的材料。它能够满足极端环境或高端应用 需求。这类材料通常用于航空航天、能源、电子、医疗和国防等关键领域。高性能材料主要分为先进基 础材料、关键战略材料和前沿新材料。 内容概要：高性能材料是指新出现的具有优异性能或特殊功能的材料。新材料行业作为科技和产业发展 的关键支撑，在我国政策支持、市场需求和技术创新的多重驱动下，产业规模持续快速增长，已成为稳 定经济增长的重要支撑。目前。我国新材料产业已形成了全球门类最全、规模第一的材料产业体系，建 成了涵盖金属、高分子、陶瓷等结构与功能材料的研发和生产体系；形成了庞大的材料生产规模。近年 来，我国新材料产业规模持续扩大，成为稳定经济增长的重要支撑。2024年我国新材料产业总产值8.48 万亿元，连续14年保持两位数快速增长，市场规模8.78万亿元；预计2025年我国新材料产业市场规模 9.66万亿元，产值有望达到9.34万亿元。高性能材料产业是未来发展的重要趋势，随着新兴产业如新能 源、智能制造等 ...

| 投资者关系活动 | □特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | | □新闻发布会☑路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 灵心巧手北京科技有限公司周勇 帕尔科新材料有限公司朱颖 | | 人员姓名 | 天风证券唐婕 东方证券倪吉 开源证券龚道琳 民生证券曾佳 | | | 晨/李金凤/谢雨晨 广发证券孙柏阳 中银证券叶志成 东北证 | | | 券高博禹 光大证券黄帅斌/胡磊 国盛证券杨义韬 山西证券 | | | 华安基金王晨 水璞基金罗全 杭州热联黄震宇 申向阳/王锐 | | | 高熵资产钟诚 睿郡资产沈晓源 沃肯资本许诺 | | 时间 | 2025 年 6 月 16 日 (周一) 下午 13:30~16:00 | | 地点 | 浙江大学国际科创中心水博园区 A01 | | 上市公司接待人 | 1、 万凯新材 财务总监、董事会秘书高强 | | 员姓名 | 2、 万凯新材 投资者关系总监 孟锦晶 | | | 3、 万凯新材 研究院院长 杨利平 | | | 1、万凯新材投资灵心巧手的情 ...

编号：2025-002 证券代码： 301229 证券简称： 纽泰格 债券代码： 123201 债券简称： 纽泰转债 江苏纽泰格科技集团股份有限公司 投资者关系活动记录表 | | 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 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及 | 华创证券：夏凉、李昊岚，国信证券：孙树林，财通证券：韩家宝， 健顺投资：罗庆，华商基金：刘静远，中银国际证券：叶志成， | | 人员姓名 | 华安基金：倪文凡，华泰柏瑞基金：刘子豪，国泰基金：谢泓材， | | | 翊安投资：张益锋，和穹投资：舒亮，聚鸣投资：郭宣宏 | | | （以上排名不分先后） | | 时间 | 2025年6月13日13:30-17:00 | | 地点 | 江苏省淮安市长江东路555号（纽泰格集团5工厂） | | 上市公司接待人 | 董事长戈浩勇，副总裁俞凌涯、张庆、袁斌，财务总监沈杰， | | 员姓名 | 董事会秘书杨军，证券事务代表汤传建等。 | | 投资者关系活动 | 本次投资者关系 ...

Core Viewpoint - Shanghai Electric Group is committed to technological innovation and enhancing its core competitiveness, aligning with national strategies and fostering a culture of continuous improvement and responsibility among its employees [1][3][5]. Group 1: Technological Innovation and Achievements - Wang Xiaofang, a key figure in high-performance materials research, emphasizes the importance of continuous breakthroughs to maintain leadership in the industry [1]. - The company has successfully developed critical materials for major national projects, including "Hualong One" and "Guohe One," showcasing its capability in overcoming significant technical challenges [2][3]. - The team led by Wang Xiaofang has tackled numerous "first-of-a-kind" challenges, contributing to the development of essential components for nuclear and wind energy projects [2][4]. Group 2: Commitment to National Strategy - Shanghai Electric has consistently aligned its operations with national strategic goals, focusing on enhancing its technological capabilities to support major engineering projects [3][5]. - The company’s employees, including Wang Xiaofang and others, express a strong sense of responsibility towards national energy security and the reputation of state-owned enterprises [5][6]. Group 3: Talent Development and Knowledge Transfer - The company emphasizes the importance of talent cultivation through a "mentor-apprentice" system, aiming to develop skilled workers who can drive high-quality industrial growth [6][7]. - Labor models like Wang Xiaofang and Zhuang Qiufeng actively participate in training and mentoring new employees, ensuring the transfer of knowledge and skills within the organization [6][7]. - The establishment of innovation studios by these labor models has led to the successful training of numerous high-skilled talents in the field of large-scale equipment manufacturing [6][7].

[Table_Main] 公司研究|可选消费|汽车与汽车零部件 证券研究报告 公司全面布局人形机器人"第二增长曲线"，打造完整产业链 均胜电子(600699)公司点评报告 2025 年 05 月 11 日 业绩如期兑现，北美整体转盈 降本增效成效显著，加速"第二曲线"布 局 ——均胜电子(600699)公司点评报告 [Table_Summary] 事件： 公司发布 2025 年一季报，业绩符合预期。2025 年第一季度实现营收 145.76 亿元，同比+9.78%，环比-1.04%；实现归母净利润 3.40 亿元，同比+11.08%， 环比+1694.71%；实现扣非归母净利润 3.20 亿元，同比+2.79%，环比- 6.02%。 报告期内公司降本增效措施成效显著，成本持续优化 报告期内，公司降本增效措施成效显著，成本持续优化。公司 2024 年主营 业务毛利率同比提升 1.8pcts 至 16.3%。公司两大主营业务盈利能力均呈现 持续攀升趋势。其中，汽车安全业务与汽车电子业务毛利率分别增长 2.27 和 0.63pcts。分区域来看，国内外区域毛利率均有所改善，尤其欧洲、美洲 两地盈利能力较去年同期改善 ...

Hillenbrand (HI) Q2 2025 Earnings Call April 30, 2025 08:00 AM ET Company Participants Trent Schwartz - Executive Director, Investor RelationsKimberly Ryan - President & Chief Executive OfficerRobert VanHimbergen - CFO & Senior VPJeffrey Hammond - Managing DirectorDaniel Moore - Director of Research Conference Call Participants Matt Summerville - Managing Director & Senior Research AnalystJohn Franzreb - Senior Equity Analyst Operator Greetings, and welcome to the Hillenbrand Q2 Fiscal Year twenty twenty fi ...

Group 1 - In 2024, Shanghai's actual foreign investment is expected to exceed $17.6 billion, with over 1,000 regional headquarters of multinational companies and 30 new foreign R&D centers established [1] - Multinational companies are shifting from merely "manufacturing in China" to embedding "Chinese solutions" into global innovation chains, positioning Shanghai as a global innovation hub [1] - Bayer's Nivea has established a significant R&D center in Shanghai, designed for seamless transitions between theoretical work and experimental validation, emphasizing local market innovation [2][3] Group 2 - Toyota is increasing its investment in China by establishing a comprehensive electric vehicle company in Shanghai, marking a significant step for its Lexus electric vehicle project [2][3] - Toyota is restructuring its R&D operations in China to enhance local decision-making and innovation, integrating various R&D centers into a unified system [3][4] - The company aims to develop products that meet Chinese consumer needs by employing local talent and methodologies [4] Group 3 - Shanghai has recently certified 30 regional headquarters and 10 foreign R&D centers, with a focus on key industries such as electronic information, biomedicine, and new energy [5] - BD Medical has launched a distribution and R&D center in Shanghai, expected to achieve an annual import-export total of 2 billion yuan [5] - BASF is investing 500 million yuan to expand its Cellasto factory in Shanghai, which will enhance its production capacity by nearly 70% by 2027 [5] Group 4 - Carl Zeiss is establishing a new headquarters in Shanghai's free trade zone, integrating R&D, manufacturing, and exhibition functions, with an investment exceeding 600 million yuan [5] - Covestro is expanding its presence in China, collaborating with GAC Group to develop high-performance materials for flying cars, with a significant investment planned [6] - Shanghai aims to attract international companies to enhance R&D innovation and meet local market demands while optimizing their overseas business strategies [6]