The concept of PEEK material:
PEEK material is a new type of semi-crystalline aromatic plastic engineering plastics, with excellent physical and mechanical properties, in many special fields can replace metals, ceramics and other traditional materials, in reducing quality, improving performance of outstanding contributions, become one of the hottest high-performance engineering plastics today.
Late Catalysis:
Compared with engineering plastics, PEEK material has both rigidity and toughness;Compared with metal materials, PEEK has obvious advantages in lightweight, and is suitable for replacing steel with plastic, which is used in automobiles, robots and other fields.
High technical and customer barriers. High production process barriers and long verification cycle: (1) The production process is difficult, and it needs to have high consistency and crystallization performance, and achieve a suitable melt index and viscosity balance;(2) Verification cycle: It takes about 7 years for capacity ramp-up, and 3-5 years for downstream customer certification and development. The barriers to mass manufacturing are extremely high, and only 4 companies in the world have a mass production capacity of more than 1,000 tons.
PEEK material is about 30-400,000 tons in China and 80-1 million tons in foreign countries.
Key Lookout List:
1. Zhongyan shares (688716).
Main business: R&D, production and sales of polyetheretherketone (PEEK).
Company Highlights: The largest PEEK (polyetheretherketone) manufacturer in China and one of the top four in the world.
Core competitiveness: strong technological innovation ability, good product quality, rich PEEK resin product line system.
2. Xinhan New Materials (301076).
Main business: R&D, production and sales of aromatic ketone products.
Company Highlights: A professional manufacturer of aromatic ketone products, one of the main production bases of Fal-Gram reaction.
Core competitiveness: continuous technological innovation ability, high-quality customer resources, rich product lines and flexible production arrangements, continuous and stable supply capacity.
3. Zhongxin fluorine material (002915).
Main business: fluorine fine chemicals.
Company Highlights: R&D, production and sales of fluorine fine chemicals, a key high-tech enterprise of the National Torch Program.
Core competitiveness: technology leadership, R&D and technological innovation advantages, core customer resource advantages, industrial chain integrity and base resource advantages, product chain advantages, cost control advantages.
4. Zhaomin Technology (301000).
Main business: R&D, production and sales of precision injection molds and supporting precision injection molds.
Company Highlights: A leading manufacturer of precision injection molded parts in China.
Core competitiveness: continuous development and fine management advantages, customer resource advantages, mold design and development advantages.
5. Kaisheng New Materials (301069).
Main business: R&D, production and sales of fine chemical products and new polymer materials.
Company Highlights: The company is the world's largest thionyl chloride manufacturer and a leading aramid polymerization monomer manufacturer in China.
Core competitiveness: It has rich R&D experience, perfect research mechanism and strong R&D team, strong technology accumulation and process advantages, continuous optimization of recycling production process advantages, integrated strategic development advantages, scale effect and cost advantages.
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