海利得（002206.SZ）2025 年半年度业绩预增公告点评 25H1 利润预期亮眼，越南+新材料双轮驱动公司未来 2025 年 07 月 11 日 ➢ 点评。2025 年 7 月 11 日，公司发布 2025 年半年度业绩预增公告。2025 年上半年，公司预计实现归母净利润 2.8-3.1 亿元，同比增长 47.65%-63.47%； 预计实现扣非后归母净利润 3.25-3.55 亿元，同比增长 74.07%-90.14%。25Q2， 公司预计实现归母净利润 1.40-1.70 亿元，同比增长 21.74%-47.83%，环比增 长 0-21.43%；预计实现扣非后归母净利润 1.76-2.06 亿元，同比增长 58.56%- 85.59%，环比增长 18.12%-38.26%。据公告说明，主营业务业绩增长的原因主 要系工业丝产品和帘子布产品毛利的上涨，特别是越南子公司销售结构的进一步 优化，使得公司盈利能力同比得到显著提升。 ➢ 越南基地效益持续兑现，全球视野占据市场高地。（1）现有项目： 24 年 年内，越南年产 11 万吨差异化涤纶工业丝（一期）项目实现满产满销，结合自 身产能优势以及越南税收优惠政 ...

Core Viewpoint - The development of the drone and general aviation industry in Zigong has been accelerated, with significant investments and strategic initiatives aimed at establishing a comprehensive industrial ecosystem and achieving substantial economic growth by 2035 [5][6][9]. Summary by Sections Achievements - The introduction of various enterprises such as the Civil Aviation Flight University of China and AVIC Drone has led to the formation of a complete industrial chain covering manufacturing, education, maintenance, and services [4]. - A total of 26 medical supply transport routes, 2 low-altitude food transport routes, and 3 large drone cargo transport routes have been established, along with 8 types of services including cross-regional weather modification and emergency communication rescue [4]. - Zigong has been selected as one of the first provincial-level strategic emerging industry clusters, innovation industry clusters, and advanced manufacturing industry clusters, becoming a key area for low-altitude economic development in the province [4]. Goals - By 2027, the aim is to cultivate over 3 globally competitive leading enterprises in the drone industry, achieve a production capacity of over 2,000 large and medium-sized drones, and train over 10,000 professionals in low-altitude economy [5]. - The scale of the drone and general aviation industry cluster is expected to exceed 50 billion by 2030 and 100 billion by 2035 [5]. Development Strategy - The establishment of a specialized drone manufacturing base in Zigong has been a strategic move to attract leading enterprises, with a focus on providing essential resources such as airspace and runways [6]. - The construction of a 2,500-meter runway was expedited from a planned 3-year timeline to just 8 months, facilitating the establishment of a drone production base with a total investment of 10 billion [6]. Industrial Ecosystem - The integration of various enterprises within the Zigong Aviation Industrial Park allows for a complete supply chain, significantly reducing costs and enhancing operational efficiency [7]. - The park has expanded its factory area from 20,000 square meters to 120,000 square meters over the past decade, with plans for an additional 70,000 square meters this year [8]. Application Scenarios - Drones are being utilized in agriculture for tasks such as planting and pesticide spraying, demonstrating significant efficiency improvements compared to traditional methods [9]. - In healthcare, drones can deliver blood supplies within 6 minutes, and they have improved logistics in remote areas, reducing delivery times from over an hour to just 5 minutes [10]. - The expansion of low-altitude economic applications is seen as crucial for further development, with plans to enhance services in short-distance transport, tourism, logistics, meteorological monitoring, and emergency rescue [10].

智通财经7月9日电，市场监管总局、工业和信息化部印发《计量支撑产业新质生产力发展行动方案 （2025—2030年）》。其中提到，面向重大工程、国防安全、新兴产业和民生保障等领域，聚焦先进钢 铁、有色金属、无机非金属、高温合金、高性能铁磁材料、高性能纤维及复合材料、稀土功能材料、超 高纯稀有金属材料、先进半导体材料和新型显示材料性能及成分控制、生产加工及应用等计量测试需 求，开展专用计量测试装备、方法研制，建设质量技术基础公共计量服务平台和联盟，推动计量与产品 标准、检测技术的有效衔接，完善新材料计量测试和质量评价体系，加强计量数据的管理和应用，提高 新材料质量稳定性和服役寿命，降低生产成本，促进新材料产业基础能力提升。 两部门：提高新材料质量稳定性和服役寿命 降低生产成本 ...

Core Insights - The chemical new materials industry in China is rapidly developing but faces structural deficiencies, particularly in high-end supply, which is expected to improve by 2030 with a projected self-sufficiency rate of 90% [1][2] - Key areas for development include automotive, electronic information, aerospace, rail transportation, energy conservation, new energy, healthcare, and national defense, with a focus on addressing supply bottlenecks in critical raw materials [2] Industry Overview - The chemical new materials industry is expanding, with continuous improvements in the industrial system and technological innovation capabilities [1] - There is a growing number of specialized chemical new materials parks, and foreign investment in China's chemical new materials market is increasing [1] Challenges and Opportunities - Structural contradictions are prominent, including insufficient high-end supply, bottlenecks in key raw materials and special equipment, and a fragmented market with high entry barriers [1] - Despite current supply shortages, the self-sufficiency rates for various high-end materials are projected to rise significantly by 2030, including 83% for high-end polyolefin plastics and 90% for special rubber and elastomers [1] Strategic Recommendations - Companies should focus on optimizing and enhancing key chemical new materials while addressing supply bottlenecks in critical supporting materials [2] - Emphasis should be placed on technological advancements and policy-driven investment opportunities, with a call for mergers and acquisitions to strengthen industry influence [2] - Companies are encouraged to balance strengthening existing advantages with innovation and exploring new business areas to foster growth [2]

Core Viewpoint - The article discusses the current state and future prospects of China's chemical new materials industry, highlighting the continuous expansion of production capacity, technological innovations, and the emergence of specialized chemical parks, while also addressing structural challenges and the need for high-quality development. Group 1: Industry Overview - In 2023, China's chemical new materials capacity reached approximately 49 million tons per year, with an output exceeding 36 million tons and a production value of over 1.37 trillion yuan, remaining stable compared to 2022, although lithium battery materials saw a decline from 540 billion yuan to 480 billion yuan [5][20]. - The chemical industry is experiencing a transition from high-speed growth to high-quality development, with total revenue of 15.95 trillion yuan in 2023, a decrease of 1.1% year-on-year, and total profits of 873.4 billion yuan, down 20.7% [20][21]. Group 2: Technological Innovations - Since the 13th Five-Year Plan, the chemical new materials sector has seen significant technological advancements, with breakthroughs in key technologies such as photovoltaic-grade EVA, optical-grade PMMA, and high-strength carbon fibers [7][8]. - A number of critical products have broken foreign monopolies and achieved industrialization, including HDI, PC, PPS, and electronic-grade chemicals [8][10]. Group 3: Key Players and Market Dynamics - Major companies in the sector include Sinopec, PetroChina, and China National Chemical Corporation, focusing on high-end polyolefins, synthetic rubber, and carbon fibers [11]. - Private enterprises are also making strides in specialized fields such as EVA, fluorinated chemicals, and nylon, contributing to the development of China's new materials industry [11]. Group 4: Specialized Chemical Parks - Several specialized chemical parks have emerged, such as the Shanghai Chemical Park and Ningbo Petrochemical Economic Development Zone, which are becoming core drivers for the development of new materials [11][12]. Group 5: Investment Trends and Policy Guidance - Under the guidance of industrial policies, there is a high investment enthusiasm in the chemical new materials sector, focusing on high-end polyolefins, engineering plastics, and functional films [17][23]. - The industry is urged to prioritize the import of high-potential products to address supply shortages and enhance domestic production capabilities [23][24]. Group 6: Challenges and Future Directions - The industry faces structural contradictions, including insufficient high-end supply and bottlenecks in key raw materials and technologies [18][20]. - The focus is shifting towards high-quality development, with an emphasis on enhancing product quality and meeting the growing domestic demand for high-performance materials [21][22].

股票简称：康达新材 股票代码：002669 康达新材料（集团）股份有限公司 KANGDA NEW MATERIALS （GROUP） CO., LTD. （注册地址：上海市奉贤区雷州路 169 号） 募集资金使用的可行性分析报告 二〇二五年六月 一、本次募集资金使用计划 本次发行募集资金总额不超过 58,500.00 万元人民币（含本数），扣除发行费 用后的募集资金净额拟用于投资以下项目，具体情况如下： 投资额 拟使用募集资金 序号 募集资金投资项目 项目实施主体 （万元） 金额（万元） 大连齐化新材料有限公司 8 万 目 康达北方研发中心与军工电子 新材料（天 暨复合材料产业项目 津） 项目名称 8 万吨/年电子级环氧树脂扩建项目 实施主体 大连齐化新材料有限公司 项目总投资 40,000.00 万元 建设 8 万吨/年电子级环氧树脂扩建项目，包括 80000 吨/年电子级环 项目建设内容 合计 58,500.00 本次发行募集资金到位后，如实际募集资金净额少于上述拟投入募集资金金 额，募集资金不足部分由公司以自有资金或通过其他融资方式解决。若公司在本 次发行募集资金到位之前根据公司经营状况和发展规划，对项 ...

股票简称：时代新材 股票代码：600458 株洲时代新材料科技股份有限公司 向特定对象发行股票 募集说明书 （注册稿） 保荐人（主承销商） （注册地址：四川省成都市东城根上街 95 号） 二〇二五年五月 株洲时代新材料科技股份有限公司 向特定对象发行股票募集说明书（注册稿） 声 明 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资料不 存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整性承担相 应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务会计 资料真实、准确、完整。 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申请文件 及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的盈利能力、 投资价值或者对投资者的收益作出实质性判断或保证。任何与之相反的声明均属虚假 不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发行人 自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承担证券依 法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 株洲时代新材料科技股份有限公司 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 化工新材料品类丰富，细分领域包括 特种工程塑料、高性能纤维、膜材料、电子化学品、新能源材料和生物基材料 等。据中国石油和化学工业联合会，19 年全球/国内化工新材料市场规模约3700亿美元/9000亿元，预计25年将达到4800亿美元/1.5万亿元，CAGR约4.4%/8.6%。国内方面，随着半导体、电 子电器、新能源、汽车、军工等领域转型升级，叠加中美贸易摩擦后产业链自主可控理念深入下游引领性企业，化工新材料需求有望持续增长，但整体上国 内在特种工程塑料、气凝胶、半导体材料等诸多领域仍处于发展早期，国产化替代需求较大，未来国内企业发展空间广阔。 政策支持下国内企业磨砺已久，新材料有望迎来突破拐点 21年12月，工信部发布《重点新材料首批次应用示范指导目录（2021年版）》，化工领域包括高性能纤维及复合材料、先进半导体材料和新型显示材料等 多个品种。据EUIndustrial R&DInvestment Scoreboard，19年全球研发投入Top 2500企业中，化工领域中国企业研发投入约17亿欧元 ...

齐鲁晚报.齐鲁壹点寇文奇 5月9日，淄博市政府新闻办公室组织召开2025第九届中国(淄博)化工技术装备展览会新闻发布会。记者提问环节，山 东省高端化工产业发展促进会副秘书长武光介绍了展会的举办对行业发展的主要意义以及主办方采用的运作模式。 武光介绍，淄博作为化工名城，化工产业现有工业企业482家，产业规模3742.9亿元，占全省近七分之一，形成了石油 化工、精细化学品、化工新材料三大产业板块，培育了聚烯烃、聚氨酯、氟硅材料、工程塑料四大特色产业链。因 此，在此举办化工装备展览会有着得天独厚的产业优势，并为展览会提供了广阔消费市场。中国(淄博)化工技术装备 展览会专业性强、市场化程度高，国际化发展势头好。展会已经连续成功举办了8届，本届展会面积更是高达8万平方 米，吸引1200余家国内外企业参展，规模与影响力再创新高。 武光表示，未来，山东省高端化工产业发展促进会将坚守初心，以服务全省化工产业高端化、绿色化、智能化、生态 化发展为核心使命，将展会打造成为连接政策、技术、市场的关键枢纽。充分发挥展会的桥梁纽带作用，积极推动各 方要素的高效流通与深度融合，不断创新服务模式，拓展服务领域，为全省化工产业高质量发展持续 ...

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