The market is still deserted, the three major indexes have refreshed new lows for the year, and the high-level stocks in the early stage have also been collectively adjusted, except for one hot spot.
On December 20, PEEK concept stocks have strengthened, as of **, Huami New Materials (836247BJ) rose 1719%, Zhongxin fluorine material (002915SZ) rose 997%, has recorded three boards, Xinhan New Materials (301076SZ) rose 831%, and Zhongyan shares (688716SH) was also active intraday.
Known as "industrial medicine", the market prospect is worth looking forward to
PEEK, whose scientific name is polyetheretherketone, is a special polymer material with the advantages of high temperature resistance, self-lubrication, high toughness and high mechanical strength.
It is reported that the strength of PEEK is 8 times that of aluminum alloy, and the density is only 1 3 of aluminum alloy, even lower than the density of carbon fiber materials, which is an excellent lightweight material.
In recent years, scientific and technological changes have changed with each passing day, and the demand for lightweight materials has also been escalating.
For example, if the weight of new energy vehicles can be reduced, fuel consumption or battery energy consumption will be reduced simultaneously, and pollution emissions will also be reduced, which is in line with the current trend of global carbon peaking. Weight reduction can also indirectly improve the dynamic performance of the car, improve driving performance, reduce braking distance, etc. In the past, aluminum alloy material was the most widely used lightweight metal material, and in the future, PEEK material may shine.
In addition, the humanoid robot industry is rising rapidly, Tesla CEO Elon Musk previously released the latest ** of his humanoid robot Optimus-Gen 2 (the second generation of Optimus Prime), showing that its walking speed has increased by 30%, balance and body control have improved, and the overall weight has been reduced from 73kg to 63kg, a full 10kg reduction.
Some institutions believe that humanoid robots carry limited power, and need to use lightweight materials to reduce weight and increase battery life, and lightweight materials can improve the load and flexibility of robots.
Tesla did not reveal the "secret" of how the second-generation Optimus Prime lost weight, and industry insiders boldly speculated that PEEK material may be a solution to achieve weight reduction, and its penetration rate is expected to continue to increase in the future.
According to the estimation of the national finance ** research report, with the rise of new energy vehicles, humanoid robots, 3D printing and other downstreams, the domestic demand for PEEK materials will reach more than 16.7 billion yuan in 2027.
Related concept stocks are sorted out
Due to the difficulty of the synthesis process, PEEK is still in the initial stage of industrialization, and there are not many A-share PEEK concept stocks, some of which already have relevant technical reserves, and even mass production capacity, and some are only in the planning stage.
Zhongyan Co., Ltd. (688716.)Since its establishment in 2006, the company has been focusing on the PEEK industry, and has achieved a number of innovations and breakthroughs in the theory and technology of PEEK synthesis, purification and composite enhancement.
At present, the company has a mass production capacity of more than 1,000 tons of PEEK, and the company is the fourth in the world after Victrex in the United Kingdom, Solvay in Belgium and Evonik in Germany, and it is also the first enterprise in China with an annual production capacity of 1,000 tons of PEEK.
In the past three years, the performance of Zhongyan Co., Ltd. has been rising, and from 2020 to 2022, the company's operating income will be 15.8 billion yuan, 20.3 billion and 24.8 billion yuan, and the net profit attributable to the parent company in the same period was 2466530,000 yuan, 5012950,000 yuan and 5591420,000 yuan.
In the first three quarters of this year, the company achieved revenue of 18.8 billion yuan, a slight increase of 5 year-on-year19%, and the net profit attributable to the parent company was 2645580,000 yuan, a year-on-year decrease of 3336%, in this regard, the company said on the interactive platform that the upgrading of internal production lines dragged down short-term performance.
At present, the domestic market is still relatively dependent on PEEK imports, and with the continuous development of Zhongyan shares, the space for domestic substitution in the future is worth imagining.
In addition, Walter shares (002886SZ) also said that the company's polyaryletherketone production line is under construction, including the PEEK production line.
It is worth noting that the related products of the above two companies may have participated in Tuopu Group (601689SH), Sanhua Intelligent Control (002050.)SZ) and other auto parts products for Tesla pickups**.
Among them, Zhongyan Co., Ltd. also said that at present, the company's downstream customers have robot projects that are being promoted and are in the stage of small batch supply. Auto parts and robot ** chain overlap, the company is not surprised to expand its business.
With the growth of PEEK demand, the prosperity of the difluorobenzophenone (DFBP) industry, as an upstream chemical raw material, has also attracted the attention of the capital market.
Among them, Zhongxin fluorine materials (002915SZ) announced that the company's DFBP products have been tested by some customers and began to purchase and use, and some customers are still testing and trying out the products. In addition, Xinhan New Materials (301076SZ) also said that the company's product DFBP has entered the ** chain of Victrex, Solvay, Evonik, Zhongyan Co., Ltd. and other companies.
Author: Flying Fish.