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）"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、高纯度靶材、航空发动机 ...

Group 1 - The core viewpoint of the news is that Hangzhou Heshun Technology Co., Ltd. is actively constructing its subsidiary, Heshun Carbon Fiber Project, which is expected to significantly contribute to the carbon fiber industry in China [1] - The Heshun Carbon Fiber Project, located in Hangzhou, covers an area of 80 acres and involves a total investment of approximately 992 million yuan, with an annual production capacity of 350 tons of high-performance carbon fiber and 850 tons of raw silk [1] - Upon reaching full production capacity, the project is projected to generate an annual output value of around 800 million yuan and an estimated tax contribution of 93 million yuan [1] Group 2 - Heshun Technology, established in 2003, focuses on the research, production, and sales of differentiated and functional biaxially stretched polyester film materials, catering to various customer needs [2] - The company aims to expand its product range and application areas, particularly in colored optical base films and other functional films, while exploring new materials, including high-performance carbon fiber [2] - The ongoing development in high-performance carbon fiber applications across various sectors, such as civil aviation and digital products, is expected to open new market opportunities for the carbon fiber industry in China [1]

9月25日，中简科技盘中上涨2.21%，截至13:23，报36.46元/股，成交2.99亿元，换手率1.99%，总市值 160.32亿元。 中简科技今年以来股价涨29.88%，近5个交易日涨4.32%，近20日跌8.02%，近60日涨0.50%。 责任编辑：小浪快报 资料显示，中简科技股份有限公司位于江苏省常州市新北区玉龙北路569号，成立日期2008年4月28日， 上市日期2019年5月16日，公司主营业务涉及从事高性能碳纤维及相关产品研发、生产、销售和技术服 务。主营业务收入构成为：碳纤维74.53%，碳纤维织物25.47%。 分红方面，中简科技A股上市后累计派现3.65亿元。近三年，累计派现2.59亿元。 资金流向方面，主力资金净流出3781.15万元，特大单买入521.93万元，占比1.75%，卖出1862.04万元， 占比6.23%；大单买入6227.20万元，占比20.82%，卖出8668.24万元，占比28.99%。 机构持仓方面，截止2025年6月30日，中简科技十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股499.69万股，为新进股东。国泰中证军工ETF（512660）位居第 ...

证券日报网讯和顺科技（301237）9月19日发布公告，在公司回答调研者提问时表示，随着技术成熟与 成本优化，高性能碳纤维的应用领域不断放宽，近年来已成功渗透至民用航空、3C数码产品、低空飞 行器、赛车等多个关键领域。应用场景的持续扩容，直接为我国碳纤维产业打开了增量市场，奠定了其 规模化发展的坚实基础。 ...

Group 1: Company Overview - The company, established in 2003, specializes in the R&D, production, and sales of differentiated, functional biaxially oriented polyester film materials [1] - Main products include colored optoelectronic base films, other functional films, and transparent films, applicable in consumer electronics and automotive sectors [1] - The company aims to expand its product series and application fields while exploring new materials, particularly in high-performance carbon fiber [1] Group 2: Production Capacity and Utilization - The current production capacity utilization rate is maintained at a reasonable level, with stable and orderly operation across production lines [2] Group 3: High-Performance Carbon Fiber Project - The company plans to continuously monitor market dynamics and industry trends to strategically plan product development and avoid oversaturated product categories [2] - High-performance carbon fiber applications have expanded into civil aviation, 3C digital products, low-altitude aircraft, and racing, creating a solid foundation for the industry's scalable growth [2] Group 4: Capital Operation Plans - The company currently has no plans for capital operations, but will consider financing through capital markets based on project progress and funding needs [2]

Core Viewpoint - The article highlights the achievements and contributions of Harbin Institute of Technology (HIT) in Weihai over the past 40 years, emphasizing its role in talent cultivation, technological innovation, and collaboration with local industries to support national and regional development [1][5][11]. Group 1: Talent Development - HIT Weihai has established a comprehensive university system, growing from 2 programs and 205 students to 38 programs and over 14,000 students, producing more than 60,000 graduates [5]. - The university has excelled in innovation, as evidenced by its students winning 10 gold and 1 silver awards at the Shandong Province College Student Innovation Competition [1][5]. Group 2: Technological Innovation - The Shandong Provincial Key Laboratory of Special Welding Technology, unique in the province, has contributed to significant national projects, showcasing a transition from following to leading in welding technology [3]. - HIT Weihai's research team has developed the "Weihai No. 1" satellite constellation, which enables advanced maritime target detection and identification, supporting marine resource protection and emergency rescue operations [6][8]. Group 3: Industry Collaboration - HIT Weihai collaborates with local companies, such as AVIC High-Tech and Weihai Guangwei Composite Materials Co., to enhance the modern aviation industry and break foreign monopolies in high-performance carbon fiber production [9]. - The university has established innovation parks and development bases to foster regional economic growth and support over 300 local enterprises with critical technologies [9][11]. Group 4: Government Support - The establishment and growth of HIT Weihai have received significant backing from national ministries and local governments, with various agreements signed to enhance collaboration in education and technology [11]. - The university aims to leverage its engineering strengths to contribute to the green, low-carbon, and high-quality development of Shandong Province [11].

Core Viewpoint - The article highlights a strategic partnership among Changsheng Technology, Light World Technology, and Haisea Technology to promote the large-scale application of carbon fiber in marine equipment, emphasizing a collaborative innovation approach across the entire value chain from material development to application [2][3]. Group 1: Partnership Details - On September 4, Changsheng Technology signed a long-term cooperation framework agreement with Light World Technology and Haisea Technology to integrate resources and innovate collaboratively in the marine sector [2]. - The partnership aims to establish a comprehensive collaborative innovation system covering "materials—design—manufacturing—testing—application" to enhance the transition from technology research to industrial implementation [2][3]. - The focus areas for research and development include lightweight law enforcement boats, integrated design for new energy vessels, intelligent unmanned boat platforms, large floating island structures, and lifecycle management of marine vessels [2]. Group 2: Technological Contributions - Changsheng Technology will leverage its expertise in material research and production to provide customized T700-T1100 grade carbon fibers and related lightweight structural components, ensuring robust material technology support for the projects [2][3]. - The companies plan to establish a joint laboratory to facilitate the training of composite material engineers and accelerate the conversion of technological achievements into practical applications [3]. Group 3: Strategic Importance - This signing marks a significant milestone in Changsheng Technology's strategy of integrating "technology + scenarios" to enhance its market position [3]. - Recently, Changsheng Technology also signed a framework agreement with Weixin Aerospace Technology to jointly develop hybrid oil-electric systems, focusing on efficient battery charging from fuel power generation [3].

Fundraising Overview - The company raised a total of RMB 2,776,683,957.38 from its initial public offering, with all funds received by March 30, 2022 [1] - As of June 30, 2025, the total amount of funds used from the IPO was RMB 2,787,050,000.00, with a remaining balance of RMB 416,321,811.25 [1][2] Fund Utilization - The funds were allocated as follows: RMB 883,144,104.24 directly to project expenditures, RMB 1,102,864,694.13 for replacing pre-invested project funds, and RMB 450,000,000.00 for supplementing working capital [1] - The company has not used idle funds to temporarily supplement working capital during the reporting period [2] Fund Management - The company established a dedicated fund management system to ensure proper use and disclosure of the raised funds, adhering to regulatory guidelines [1] - Funds are stored in three dedicated accounts with specific banks, ensuring strict approval processes for fund usage [1] Investment Projects - The company has not experienced any abnormal situations regarding its investment projects, and all projects are progressing as planned [2] - The company utilized RMB 93,204.40 million of excess funds for a new project aimed at producing 30,000 tons of high-performance carbon fiber, with all funds fully contributed by June 30, 2024 [2][3] Cash Management - The company approved a plan to manage idle funds, allowing for investment in low-risk financial products with a maximum limit of RMB 67,413.77 million [2] - As of June 30, 2025, the company redeemed all cash management products, totaling RMB 12,280 million [3] Compliance and Reporting - The company has complied with all regulations regarding the use and disclosure of raised funds, with no violations reported [2] - There have been no changes in the use of fundraising projects during the reporting period [2]

Investment Rating - The report maintains a "Buy" rating for Donghua Energy (002221.SZ) with a current price of 8.90 CNY [1]. Core Views - The company reported a revenue of 16.28 billion CNY for H1 2025, a year-on-year increase of 13.3%, but a net profit attributable to shareholders of only 66 million CNY, down 39.8% year-on-year. In Q2 alone, revenue was 8.30 billion CNY, up 14.4% year-on-year, but net profit dropped 74.7% year-on-year [4][5]. - The company is a leading player in the domestic PDH (Propane Dehydrogenation) sector, and while Q2 performance was under pressure, there is anticipation for a recovery in the PDH industry, which could lead to rapid growth in the company's performance [5][6]. Summary by Sections Financial Performance - For H1 2025, the company achieved a revenue of 162.8 billion CNY, with a net profit of 0.66 billion CNY. Q2 revenue was 83.0 billion CNY, with a net profit of 0.14 billion CNY [4]. - The company’s PDH price spread was 435 CNY/ton in Q2 2025, showing a year-on-year increase of 265 CNY/ton, although it decreased by 87 CNY/ton compared to the previous quarter [5]. Production Capacity and Projects - Donghua Energy operates three major production bases in Zhangjiagang, Ningbo, and Maoming, with significant production capacities in both PDH and polypropylene [6]. - The Maoming carbon fiber project, with a total investment of 3.7 billion CNY, is progressing well and is expected to produce high-performance carbon fibers for various applications upon completion [7]. Profit Forecast and Valuation - The report has adjusted the profit forecasts for 2025-2026 downwards due to the low overall market conditions in the C3 industry chain. The expected net profits for 2025, 2026, and 2027 are 1.76 billion CNY (down 40%), 3.46 billion CNY (down 54%), and 4.99 billion CNY respectively [8][9]. - The report maintains a positive outlook on the company’s future growth potential, particularly with the ongoing development of the Maoming project and expansion into hydrogen energy [8].

Financial Performance - In the first half of 2025, the company's revenue reached 296 million CNY, representing a year-on-year increase of 27.93% [2] - The net profit attributable to shareholders was a loss of 14.31 million CNY, a decline of 153.36% year-on-year [2] - The non-recurring net profit was a loss of 16.13 million CNY, down 67.79% compared to the previous year [2] - The decline in profit is attributed to increased depreciation from fixed assets that began to be recognized in 2024 [2][3] Revenue Composition - Revenue from colored photoelectric base films accounted for 45.46% of total revenue [3] - Revenue from transparent films made up 42.62% [3] - Revenue from other functional films was 10.84%, with a decrease attributed to strategic shifts in the business focus towards window films [3] Project Updates - The carbon fiber project, initiated in Q3 2024, is currently in the critical phase of construction and equipment installation, progressing smoothly [4] Carbon Fiber Process - The carbon fiber production process involves several steps: spinning raw materials into fibers, pre-oxidation, carbonization, surface treatment, and final processing into various products [5] Application Areas - High-performance carbon fibers are increasingly used in civil aviation, 3C digital products, low-altitude aircraft, and racing, expanding the market for carbon fiber products [6] Competitive Advantages - The company focuses on technological research and development, holding key manufacturing technologies and fostering innovation through collaborations with universities [8] - It aims to enhance its product range and maintain a strong quality control system to support differentiated and functional polyester film production [8]