Group 1 - The core viewpoint is that the new materials sector is a crucial direction for the future development of the chemical industry, currently experiencing rapid downstream demand growth, supported by policy and technological breakthroughs [1] - The new materials industry is foundational, supporting the development of key fields such as electronic information, new energy, biotechnology, and environmental protection [1] - In the electronic information sector, focus areas include display materials and 5G materials; in aerospace, attention is on PI films, precision ceramics, and carbon fibers; in new energy, the focus is on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials; in biotechnology, the emphasis is on synthetic biology and scientific services; and in environmental protection, key materials include adsorption resins, membrane materials, and biodegradable plastics [1] Group 2 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), which primarily covers listed companies engaged in the research and production of advanced foundational materials, key strategic materials, and cutting-edge new materials [1] - The index constituents are characterized by high technological content and high added value, widely distributed across the chemical, non-ferrous metals, and electronics industries, reflecting the overall performance of listed companies in the new materials sector [1] - Investors without stock accounts can consider the Guotai Zhongzheng New Materials Theme ETF Initiated Link A (014908) and Guotai Zhongzheng New Materials Theme ETF Initiated Link C (014909) [1]

Group 1 - The company Ruifeng (688323.SH) has indicated that its PI film products are used in several mainstream foldable screen structures, although the revenue contribution from these products is relatively small [1] - An investor inquired about the specific foldable screen phones from Huawei that utilize the company's products, as well as other brands in which the company's products have entered the supply chain [3] - The investor also asked whether there has been a significant increase in the sales of the company's products in the foldable screen segment this year [3]

Core Viewpoint - Ruihua Tai (688323.SH) has indicated that its PI film products are being utilized in several mainstream foldable screen structures, although the revenue contribution from these products remains relatively small [1] Company Summary - Ruihua Tai's PI film products are currently applied in multiple popular foldable screen designs [1] - The revenue generated from these PI film products is not significant in the overall revenue structure of the company [1]

格隆汇9月17日丨瑞华泰(688323.SH)在互动平台表示，公司PI薄膜产品已用于多款主流折叠屏结构保 护，营收占比较小。 ...

Group 1 - The company Ruihua Tai (688323.SH) has announced that its PI film is being supplied to semiconductor tape manufacturers [1] - The products have passed evaluations by South Korean semiconductor companies and are currently being supplied in small batches [1]

证券日报网讯瑞华泰9月3日在互动平台回答投资者提问时表示，公司PI薄膜供货给半导体胶带厂商，产 品通过韩国半导体企业评测，目前已小批量供货。 （文章来源：证券日报） ...

Core Viewpoint - The company, Ruihua Tai, produces PI films that serve as substrates for flexible printed circuit boards (FPC), positioning itself in the upstream of the FPC industry chain [1] Group 1: Company Operations - The PI films produced by the company are supplied to manufacturers of flexible copper-clad laminates (FCCL), such as Shengyi Technology and Lianmao [1] - FCCL manufacturers utilize these products for precision circuit processing in flexible printed circuit boards [1] Group 2: Industry Applications - The final applications of the company's products are in smart electronic terminal devices [1] - The company does not have direct business relations with Shenghong Technology [1]

自动播放 一、国产替代：聚酰亚胺的破垄断之路 当下，全球汽车产业正以迅猛之势向绿色化、智能化转型，新能源汽车成为这场变革浪潮中的重要力 量。截至2024年底，我国新能源汽车保有量已达3140万辆，占汽车总量的8.90%。作为新能源汽车的核 心动力源，动力电池备受行业关注。在锂电池的内部结构中，有一个部件虽然轻薄，却承担着保障电池 安全的关键使命，它就是隔膜。这层看似普通的薄膜，肩负着两项重要职责：它既要像卫士般隔离正负 极以防短路，又要为锂离子搭建自由穿梭的通道以保障电荷传导，其性能直接决定电池的安全与寿命。 聚酰亚胺（PI）材料被誉为"二十一世纪最有希望的工程塑料之一"，凭借优异的耐辐照、耐腐蚀、耐高 低温性能，以及卓越的化学稳定性、力学性能和介电性能，稳居高性能聚合物材料金字塔顶端。作 为"十四五"国家战略性新材料，PI是航空航天、电子电气、新能源汽车、国防军工等尖端领域不可或缺 的关键基础材料，与碳纤维、芳纶纤维并称为制约我国高技术产业发展的三大"卡脖子"高分子材料。 本期《隐形冠军》将走进浙江中科玖源新材料有限公司（以下简称"中科玖源"），共同探寻这家成立仅 六年的国家高新技术企业、浙江省"专精特新" ...

Market Performance - The A-share market is experiencing a significant rise, with the Kexin New Materials ETF (589180) increasing by 2.65% [1] - Notable stocks include China Shipbuilding Gas, which hit the daily limit with a 20% increase, and Guanggang Gas, which rose over 13% [1] New Materials Industry Outlook - The new materials sector is identified as a crucial direction for the chemical industry, currently witnessing rapid downstream demand growth [3] - With policy support and technological breakthroughs, the domestic new materials industry is expected to enter an accelerated growth phase [3] Sector Focus Areas 1. **Electronic Information Sector** - Key areas of focus include semiconductor materials, display materials, and 5G materials [4] - In Q2 2025, global silicon wafer shipments reached 3,327 million square inches, a 9.6% increase year-over-year [4] 2. **Aerospace Sector** - Focus on PI films, precision ceramics, and carbon fibers [5] - The successful launch of the "Forged Star 1" satellite marks a significant milestone in space manufacturing technology [5] 3. **New Energy Sector** - Key areas include photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [6] 4. **Biotechnology Sector** - Focus on synthetic biology and scientific services [7] - Hainan Province is enhancing cooperation in biomedicine and high-end consumer goods manufacturing [7] 5. **Energy Conservation and Environmental Protection Sector** - Focus on adsorbent resins, membrane materials, and biodegradable plastics [8] - A new action plan for heavy metal pollution prevention has been issued, aiming for significant improvements by 2030 [8]

Group 1 - The company expects a significant increase in revenue, with projected operating income of 214.07 million yuan, representing a year-on-year increase of 67.42% to 86.02% [1] - The net profit attributable to shareholders is estimated to be between 68.01 million yuan and 72.69 million yuan, reflecting a year-on-year increase of 51.24% to 61.66% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 62.04 million yuan and 66.73 million yuan, indicating a year-on-year increase of 93.83% to 108.47% [1] Group 2 - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the company and the auditors [2] - The increase in performance is attributed to the delivery of previously announced orders, improvements in the performance of household paper intelligent equipment, and increased R&D efforts [2] - The performance forecast is based on preliminary calculations by the company's finance department, with specific financial data to be disclosed later [2]