宝丽迪（300905.SZ）9月24日在投资者互动平台表示，公司COFs正在利用其强吸附能力在相关领域内 进行技术验证，目前进度处于有序推进中，需要一定的时间。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问耀科同电池厂商是否在进行cofs相关技术验证？ 进 度如何？ ...

Core Viewpoint - The company is making steady progress on its new COFs 200-ton expansion project, indicating a positive development in its operational capacity [2] Group 1 - Investors inquired about the status of the COFs 200-ton expansion project on the investor interaction platform [2] - The company confirmed that the project is advancing in an orderly manner and is generally progressing smoothly [2]

Group 1 - The company is progressing with the new COFs 200-ton project, and the advancement is reported to be generally smooth [1]

Core Insights - The report maintains a positive outlook on undervalued, high-dividend, and well-performing "three major oil companies" and oil service sectors, recommending attention to China National Petroleum, China Petroleum & Chemical, China National Offshore Oil, China Oilfield Services, and others [2] - There is a sustained optimism regarding domestic substitution trends in material companies, particularly in semiconductor and panel materials, with recommendations for companies like Jingrui Electric Materials and Tongcheng New Materials [2] - The report also highlights a favorable view on the pesticide, fertilizer, and private refining sectors, suggesting companies such as Wanhua Chemical and Hualu Hengsheng for investment [2] - Additionally, the report expresses a positive sentiment towards the vitamin and methionine sectors, recommending companies like Andisu and Zhejiang Medicine [2] Market Data Summary - The A-share market showed a decline with the Shanghai Composite Index closing at 3384.82, down 0.44% [3] - The commodity market reflected mixed results, with gold slightly up by 0.04% and nickel down by 1.08% [3] - In the foreign exchange market, the USD/CNY exchange rate was 7.184, down 0.02% [3] - The bond market showed a slight decrease in the one-year government bond yield to 1.4077%, down 0.25 basis points [3]

Group 1 - The TMT theme ETF has seen significant capital inflow, with industry theme funds collectively rising, particularly TMT and pharmaceutical theme funds, which increased by 3.64% and 2.24% respectively [4] - The domestic new fund market is active, with a total issuance of 31.013 billion units this week [4] - Stock ETFs experienced a net outflow, with broad-based ETFs showing significant net outflows, while the capital outflow from the Sci-Tech Innovation and entrepreneurship theme ETFs was relatively small [4] Group 2 - Platinum prices have reached a new high since 2018, while tungsten prices have hit a new high since 2013 [5] - Lithium prices have fallen below 80,000 yuan per ton, with potential for accelerated capacity clearance in the future; companies with cost advantages and resource expansion in the lithium sector are recommended for attention [5] - The Democratic Republic of Congo has decided to suspend cobalt exports for four months, which may alleviate the global oversupply of cobalt [5] Group 3 - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymers with a wide range of potential applications; the preparation methods include solvent thermal synthesis, ionothermal synthesis, mechanochemical synthesis, and microwave-assisted synthesis [6] - Baolidi has completed ton-level production of COFs, indicating progressive industrialization [6]

Investment Rating - The report maintains an "Overweight" rating for the petrochemical and chemical industry [5] Core Insights - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymer materials with diverse potential applications in various fields such as catalysis, gas separation, biomedical purification, environmental treatment, and energy storage [1][3][12] - The production methods for COFs include solvent thermal synthesis, ionothermal synthesis, mechanochemical synthesis, and microwave-assisted synthesis, with solvent thermal synthesis being the most common [2][10] - The company Baolidi has achieved ton-level production of COFs, marking significant progress in industrialization, and plans to establish a production line with an annual capacity of 200 tons [3][13] Summary by Sections COFs Overview - COFs are characterized by high thermal and chemical stability, good biocompatibility, large specific surface area, and controllable chemical and physical properties [1][7] - Potential applications include catalytic refining, air separation, wastewater treatment, nuclear waste processing, drug delivery, and energy storage [1][12] Production Methods - The most common method for synthesizing COFs is solvent thermal synthesis, which involves a sealed environment at temperatures of 80-200°C for 2-9 days [2][10] - Other methods include ionothermal synthesis, which uses molten salts or ionic liquids, and mechanochemical synthesis, which utilizes mechanical force to form new covalent bonds [2][10][11] Industrialization Progress - Baolidi's joint venture, YaoKe New Materials, focuses on the industrialization of COFs and has developed several series of COFs super adsorbent products for applications in nuclear waste treatment and water pollution removal [3][13] - The company has successfully scaled up COFs production to ton-level and is currently designing a production line for 200 tons annually [3][13] Investment Recommendations - The report suggests a continued focus on undervalued, high-dividend, and well-performing companies in the petrochemical sector, as well as material companies benefiting from domestic substitution trends [4]

Group 1: Industry Insights - The demand for lightweight materials is expected to increase due to the growth of robotics and the low-altitude economy, with nylon likely to benefit from this trend [3] - COFs (Covalent Organic Frameworks) are emerging crystalline porous polymers with potential applications in flexible devices, including wearable electronics and biomedical devices, and have achieved ton-scale production [4] Group 2: Company Analysis - Gree Electric Appliances has undergone a board restructuring, with a focus on younger leadership, and is expected to have a historical high dividend yield of 7.1% in 2025, with only 25% of the time from 2013 to 2024 exceeding this yield [5]