中国新兴产业崛起引领高分子下个十年！2025年高分子产业年会，拥抱新能源汽车、航空航天、无人机、机器人、5G/6G通信、人工智能和AI的新材料新 机遇。 常州君航成立于2019年，专注于连续碳纤维CF、玻璃纤维GF等增强PEEK、PEKK、PPS、PEI等高性能热塑性复合材料预浸料、板材及制品。 与东华大 学朱姝老师团队有合作。 关于PEEK纤维增强材料，之前文章有分析过，界面复合难度很大，但又是非常关键的材料，全球很少除企业掌握，也是当下研究热点。今年3月，山东君 昊公开了一项名为"一种纤维上浆液、聚醚醚酮复合材料及其制备方法"的专利，通过引入低分子量含酰亚胺侧基的聚芳醚酮与碳纳米管，优化纤维与 PEEK树脂的界面相容性，显著提升了复合材料的机械性能。 常州君华医疗成立于2019年，专注于医用PEEK、PPSU、CF/PEEK热塑性复合材料等医用高分子材料及植入级产品的研发、生产及销售。2021年，公司推 出AKSOPEEK®系列医用植入级材料 ，成为国内最早，资质最全的可代替进口医用高分子材料的国内供应商，正与客户合作推进PEEK接骨板的三类医疗 器械注册。 PEEK终于迎来业内知名的明星企业，也期待早前 ...

行业研究框架培训 - 机器人材料研究框架 20250826 摘要 人形机器人正从智能化向大规模应用过渡，对上游材料需求将显著增加， 尤其在 AI 应用和躯体材料方面，躯体材料核心需求是轻量化。 高端工程塑料如 PEEK、PA、PPS、LCP 和 TPE 在机器人轻量化中发挥 关键作用。PEEK 用于骨架，PA 用于零部件，PPS 是 PEEK 替代品， LCP 用于伺服电机连接器，TPE 应用广泛，市场前景广阔，预计三年后 市场规模将达到 240 亿美元以上。 国内市场偏向大众材料，进口替代需时日。超高分子量聚乙烯应用于机 械材料，国内企业积极布局，未来进口替代确定性高，全球产量年增约 15%，国内增速更快，建议关注东方盛虹等企业。 碳纤维早期广泛应用于机器人机械手臂，但 2023 年需求回落，主要应 用于风电领域，需求回暖。尽管产能扩张迅速，但供需不佳导致价格较 低，未来终端应用增加及供需格局改善将支撑产业发展。 电子皮肤通过柔性传感器识别压力，实现传导与转换。预计到 2029 年 全球柔性传感器市场规模将从 2022 年的 15 亿美元增长至 53 亿美元， 复合增速达 18%，国内企业加速布局，有望实现 ...

证券代码：301076 证券简称：新瀚新材 江苏新瀚新材料股份有限公司 投资者关系活动记录表 编号：2025-004 由于 PEEK 拥有优良的综合性能（高强度、耐高温、 耐腐蚀、耐辐射、自润滑、生物相容性好等），其在航 空航天、人体植入、高端制造等领域以及低空飞行器、 机器人等高端制造领域的新尝试，为其市场增加了新的 增长动能。近两年国内 PEEK 厂商也在增多，公司作为较 早进入核心原料领域的供应商，坚定看好 PEEK 产业链的 发展。 3、2025 年公司化妆品原料 HAP 和 HDO 产品的市场前 景如何？ 公司 HAP 产品主要应用于知名品牌的中高端面霜、 面膜类产品中，目前一些化妆品新品类及国内外新品牌 使用的案例在增多。公司 HDO（己二醇）产品可直接作为 化妆品原料，能够很好地与其他物质组合，具有良好的 保湿作用，同时具有杀菌作用，与 HAP 类似用作化妆品 新型防腐助剂，其目标客户群体与 HAP 相同。 4、公司产品医药中间体在 2025 半年度销量增加较 多的原因是什么？ | 投资者关系活动类别 | 特定对象现场调研 分析师会议 □媒体采访 □业绩说明会 | | --- | --- | ...

证券代码：002886 证券简称：沃特股份 深圳市沃特新材料股份有限公司投资者关系活动记录表 编号：2025-05 | 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 | □ | | | | | | | | 长江证券、财通证券、长城证券、德邦证券、东北证券、东方财富 | 参与单位名称 | | | | | | | | 证券、方正证券、光大证券、广发证券、国海证券、国金证券、国 | | | | | | | | | 信证券、国泰海通证券、国联民生证券、国都证券、国投证券、华 | | | | | | | | | 泰证券、华创证券、华安证券、华福证券、华西证券、华金证券、 | | | | | | | | | 华鑫证券、江海证券、开源证券、民生证券、平安证券、上海证券、 | | | | | | ...

2025 年 08 月 24 日 万润股份 (002643) —— Q2 业绩超预期，新材料平台未来可期 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 22 日 | | --- | --- | | 收盘价（元） | 13.99 | | 一年内最高/最低（元） | 14.99/7.70 | | 市净率 | 1.8 | | 股息率%（分红/股价） | 0.71 | | 流通 A 股市值（百万元） | 12,721 | | 上证指数/深证成指 | 3,825.76/12,166.06 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 7.70 | | 资产负债率% | 25.79 | | 总股本/流通 A 股（百万） | 923/909 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-22 09-22 10-22 11-22 12-22 01-22 02-22 03-22 04-22 05-22 06-22 07-22 ...

Group 1 - The company reported a revenue of 906 million yuan for the first half of 2025, representing a year-on-year growth of 12.29% [1] - Net profit attributable to shareholders increased by 23.94%, while the net profit excluding non-recurring items grew by 39.54% [1] - The net cash flow from operating activities surged by 87.41%, indicating strong operational performance [1] Group 2 - The company has established a full industrial chain capability in the field of specialty high-performance polymer materials, including key materials such as LCP, PPA, PEEK, PPS, PTFE, and polyarylether sulfone [1] - Revenue from specialty high-performance materials reached 443 million yuan, accounting for nearly 50% of total revenue, with significant growth in the shipment volume of core products [1] - The company has invested in capacity expansion, with the Chongqing base's 20,000-ton LCP resin project and 1,000-ton PAEK resin project commencing production in May [2] Group 3 - The company’s R&D expenditure for the first half of the year was 55.98 million yuan, a year-on-year increase of 17.29%, representing 6.18% of total revenue [2] - The company has five national-level high-tech enterprises and three national-level specialized and innovative "little giant" companies, reinforcing its leading position in the industry [2]

Investment Rating - The report maintains a "Buy" rating for key companies in the light industry sector, indicating a positive outlook for their stock performance in the next 6 to 12 months [4][6][11]. Core Insights - The report highlights that Baiya's offline performance has exceeded expectations, with a revenue of 1.764 billion yuan in the first half of 2025, representing a year-on-year increase of 15.1%. The net profit attributable to shareholders was 188 million yuan, up 4.6% [6][7]. - The report emphasizes the strong growth in the e-commerce channel for 361 Degrees, which achieved a revenue of 5.7 billion yuan in the first half of 2025, a year-on-year increase of 11%. The company also reported a significant improvement in operating cash flow, with a net inflow of 520 million yuan, up 227.2% [6][7]. - The report suggests that the light industry index has shown resilience, with a 1.56% increase, ranking 15th among 28 industries, while the textile and apparel index decreased by 1.37%, ranking 26th [6][11]. Summary by Sections Company Performance - Baiya's revenue from offline channels reached 1.13 billion yuan in the first half of 2025, a 39.8% increase, while e-commerce revenue was 590 million yuan, down 9.4% [6][7]. - 361 Degrees reported a revenue of 5.7 billion yuan in the first half of 2025, with a net profit of 860 million yuan, reflecting a year-on-year increase of 9% [6][7]. Market Trends - The light industry index has shown a 1.56% increase, while the textile and apparel index has decreased by 1.37% [6][11]. - The report notes that the packaging and printing sector saw a 2.14% increase, while the paper industry experienced a slight decline of 0.28% [6][11]. Investment Opportunities - The report suggests focusing on companies with strong growth potential in the new materials sector, such as Fuchun Dyeing and Weaving, which is shifting towards semiconductor and medical device applications [6][7]. - It also highlights the potential of companies in the home textiles sector, recommending attention to leading brands like Luolai Home Textile and Fuanna [6][7].

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The report highlights strong performance in the PEEK and liquid cooling sectors, with key companies such as Wanhua Chemical, Yangnong Chemical, and Hongsheng Real Estate being recommended for investment. Additionally, the report emphasizes the focus on pesticide anti-involution lines, particularly in Limin Co., Ltd. [5][6] - The basic chemical sector has shown a weekly increase of 2.46%, outperforming the CSI 300 index, which increased by 2.37% [6][19] Summary by Relevant Sections Industry Overview - The closing index for the basic chemical sector is at 3908.04, with a weekly high of 3908.04 and a low of 2687.54 [2] - Year-to-date performance shows the basic chemical index has decreased by 13.10%, while the CSI 300 index has increased by 24.10%, indicating a lag of 10.99 percentage points [19] Key Companies and Investment Ratings - Wanhua Chemical: Buy, closing price 63.0, market cap 197.19 billion, EPS 137.4, PE 14.4 [12] - Yangnong Chemical: Buy, closing price 64.9, market cap 26.33 billion, EPS 13.8, PE 19.0 [12] - Hualu Hengsheng: Buy, closing price 24.5, market cap 51.93 billion, EPS 40.5, PE 12.8 [12] - Juhua Co., Ltd.: Not rated, closing price 28.5, market cap 76.83 billion, EPS 42.6, PE 18.0 [12] Weekly Stock Performance - Top gainers include: - Kaimete Gas: +34.73% - Weike Technology: +31.54% - Xinhang New Materials: +31.43% [7][19] - Top losers include: - Zhizheng Co., Ltd.: -13.04% - Donghua Energy: -11.49% - Renzhi Co., Ltd.: -10.00% [8][22] Commodity Price Movements - Significant price increases were noted in: - Liquid chlorine: +29.05% - Industrial-grade lithium carbonate: +19.42% - Battery-grade lithium carbonate: +17.48% [9][25] - Price declines were observed in: - Methyl chloride: -10.64% - Butanone: -8.91% - Organic silicon DMC: -8.00% [10][27]

Group 1 - The company, Lianhong Xinke (003022.SZ), has completed the development of PEEK-related technology and product pilot testing, indicating readiness for industrialization [1] - The company advises stakeholders to pay attention to subsequent announcements regarding project progress and specific details [1]

Core Viewpoint - The conference focuses on the development trends of the polymer industry, emphasizing new resins, materials, equipment, and emerging applications such as embodied robots, low-altitude economy, aerospace, new energy vehicles, and electromagnetic shielding [1]. Group 1: Conference Overview - The event will take place from September 10-12, 2025, in Hefei, Anhui, and aims to promote collaboration among industry, academia, research, and finance [1]. - It will feature international leading companies, representative industrial experts, government officials, and various stakeholders to discuss the high-quality development direction of modified plastics and high-performance materials [1]. Group 2: Organizers and Supporters - Organized by Ningbo Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) with the chairmanship of Qian Xigao, an academician of the Chinese Academy of Engineering [2]. - Supported by various institutions including the China New Materials Industry Technology Innovation Platform and the Anhui Composite Materials Industry Association [2]. Group 3: Keynote Sessions - The conference will include keynote speeches on topics such as domestic polymer industry policies, development opportunities and challenges, and global trends in new chemical materials [6]. - Notable speakers include experts from Dalian University of Technology and the China Petroleum and Chemical Industry Federation [6]. Group 4: Specialized Forums - Specialized forums will cover topics like high-frequency PCB materials, advanced flexible dielectric materials for 6G, and innovative materials for new energy vehicles [7][8]. - Discussions will also focus on aerospace applications and low-altitude economy materials, highlighting the demand for polymer materials in these sectors [8][9]. Group 5: Networking and Collaboration - The event will facilitate networking opportunities through closed-door meetings and project roadshows, inviting government leaders, CEOs, and academic representatives to explore high-quality development paths for the engineering plastics industry [11]. - Participation fees are structured for different attendees, with discounts for DT members [11].