【Ten Years of Rapid Development in Chemical Processing Equipment】From 2023 to 2025, domestically produced PEEK materials are set to break foreign monopolies; these materials are currently in the stage of pilot testing

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This post was last edited by “Fish Swimming in the Desert” on April 26, 2025, at 07:40. Let’s give a thumbs up and encouragement to the achievements made by China’s chemical technology and equipment industry. Your participation in the discussion is the greatest motivation for us! ********************** [Ten Years of Great Development in Chemical Equipment] This is a continuously updated compilation thread; everyone is welcome to join the discussion: https://bbs.hcbbs.com/thread-3576046-1-1.html ***************** On April 24, Tianci Materials stated in its earnings report that the company has conducted research and development as well as patent filings regarding the manufacturing methods for PEEK materials and their upstream raw materials. Currently, these products are in the testing phase, and there are already small-scale orders being fulfilled. In addition to its popular use in the robotics industry, PEEK material also has broad applications in the chemical industry. The PEEK products sold by the company are currently primarily used as modified materials for battery components. Recently, Wanrun Co., Ltd. also stated that the PEEK material it has developed has completed the initial research and development as well as pilot production stages, and efforts are being made to advance the promotion and validation of this product in downstream applications. Driven by the “lightweighting” trend in industries such as robotics and new energy, polyether ether ketone (PEEK) materials have seen recent advancements in intelligence. The industrialization of PEEK materials in China is accelerating. In the field of electronic products, whether it is new energy vehicles or humanoid robots, remote capabilities are one of the key factors to consider. With limited capacity proposed by telecommunications providers, using lightweight materials to reduce weight and thereby enhance remote capabilities has become a trend leading the industry. As a high-end engineering plastic, PEEK offers an ideal solution for enhancing the high specific strength and low density of vehicles, making it an excellent choice for achieving weight reduction in these fields. Currently, the PEEK material developed by Nanjing Julong possesses properties such as wave absorption, wave transmission, and low dielectric constant, and has been widely used in the aviation industry as well as in various specialized communication fields. The PEEK material sliding bearings developed by Chongde Technology are widely used in the petrochemical industry, as well as in equipment such as deep well pumps and gas turbines. Key application areas: In the new energy sector, PEEK materials are widely used in battery components and parts for new energy vehicles. Their high-temperature resistance and corrosion resistance help to enhance the safety and lifespan of batteries, thereby contributing to the upgrading of the new energy industry chain. High-end equipment manufacturing sector: In key components such as robot joints, gears, and forklifts, PEEK material can effectively reduce weight and improve performance, thereby facilitating the development of the equipment manufacturing industry in the direction of lighter weights and higher quality. Humanoid robots are booming! What role does PEEK material play? Aerospace sector: The use of PEEK materials in the aerospace industry will accelerate the industrialization of related components, facilitating breakthrough developments in this field. Key related manufacturers include Zhongyan Co., Ltd. (688715): the world’s fourth-largest PEEK producer and a leading PEEK manufacturer in China. It was the first to break Wegs’ monopoly, holding a market share of over 30% in the domestic market; it is also a key supplier of components for robot joints. Xinhan New Materials (301076): The world’s largest producer of DFBP (the key raw material for PEEK), with an annual production capacity of 8,000 tons of DFBP, thus holding a strategic position in the industry chain. Long-term cooperative relationships have been established with the world’s leading PEEK manufacturers such as Solvay, Wygon, Evonik, as well as China’s top PEEK producers like Zhongyan Co., Ltd., to meet the lightweighting requirements of humanoid robots. WATER Co., Ltd. (002886): One of the few companies in China capable of independent research and development as well as production of PEEK materials. Its first-phase PEEK production facility came online in February 2025, and the company has a complete industrial chain; its products are used in various high-end markets such as electronics, automotive, and healthcare. As production capacity increases, it is expected to become an important supplier in the PEEK materials sector. Jinfa Technology (600143): The company possesses the capability to produce PEEK through its own research and development efforts. Although the production scale is small, the performance of the PEEK produced internally is on par with that of products manufactured by international companies, which allows for higher pricing for these products. The company has managed to enter the supply chains of high-end robots. Currently, its PEEK products are used in various fields such as automobiles, new energy, and other industrial applications. Zhongxin Fluorine Materials (002915): A company with advantages in terms of efficiency; it is a key enterprise under the Torch Program. It has operations in the field of key raw materials used in PEEK production, and its capacity for producing 500 tons of fluoroketones ranks first in China. The company holds control over the most essential raw materials for PEEK, providing crucial support for the production of this material. Kent Shares (301591): An expert in precision manufacturing, it possesses technical expertise related to carbon fiber reinforced polyether ether ketone (CF/PEEK). It holds leading technologies in PEEK formulation and is capable of supplying components such as gears and bearings for humanoid robots, thus holding an advantage in the production of precision components for these robots. Chaojie Co., Ltd. (301005): A company that combines the concepts of Tesla and robotics; its PEEK links and gears have been sent for testing, and it supplies products to Tesla indirectly. As Tesla develops its humanoid robots and the company expands its activities in the robotics sector, there is greater potential for growth. Guangwei Composite Materials (300699): It has conducted in-depth research on advanced composite materials, developing PEEK prepreg yarns and tapes aimed at serving as lightweight materials for flying cars. This enables the company to play an important role in the material applications within this emerging field of flying cars. With the development of the low-altitude economy, the company’s PEEK-related business holds even greater potential for growth. Tongyi Co., Ltd. (300538): It has achieved coverage of all product categories, with mass production of special plastics such as PEEK, PPS, and PEI. Its products are applicable in fields such as robots and consumer electronics, and it is driven both by the development of the robotics industry and by the demand for high-performance materials in the consumer electronics sector.