{"data":{"article_id": "","user_id": "","source_id": "","title":"5G+人形机器人+半导体三浪叠加，这家材料龙头即将起飞！","subtitle": "","image": "","cover": "","content":"\u003Cp data-pm-slice=\"0 0 \" style=\"margin-bottom: 16px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E2024年净利润暴增520%，LCP打破海外垄断、PEEK攻克人形机器人关节、半导体材料切入英伟达供应链…… 这家市值不足50亿的“材料黑马”，正在新能源汽车、5G通信、半导体等赛道狂飙突进。其核心产品在人形机器人领域的潜在市场空间广阔，叠加定增扩产落地，2025年或成业绩爆发元年！今天要和大家分享的公司是\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp data-pm-slice=\"0 0 \" style=\"margin-bottom: 16px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 81);\"\u003E沃特股份，股票代码：002886。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Csection style=\"text-align: center;\" nodeleaf=\"\"\u003E\u003Cbr\u003E\u003C\u002Fsection\u003E\u003Cp data-pm-slice=\"0 0 \" style=\"margin-bottom: 16px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 169);color: rgb(2, 30, 170);\"\u003E一、\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 169);color: rgb(2, 30, 170);\"\u003E5G\u002F6G：全球LCP龙头，垄断华为\u002F英伟达供应链\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003Cb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003ELCP（液晶高分子）材料方面，沃特股份它打破了日企长期以来的垄断，成为了苹果、华为等消费电子巨头的核心供应商。沃特股份的\u003Cspan class=\"\"\u003ELCP材料\u003C\u002Fspan\u003E是5G基站和AI服务器的“心脏”。作为全球唯一提供全系列I型、II型、III型LCP的供应商，其产品已深度绑定华为、英伟达等巨头：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E华为\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E5G基站\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E独家供应毫米波天线\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003ELCP薄膜，信号衰减降低70%，替代传统铜缆实现轻量化。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E英伟达\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003EAI服务器\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003ELCP复合材料用于GPU散热系统，耐温性提升至 300℃，支撑算力密度突破极限。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cb style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E6G预研：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E公司在\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E6G通信领域布局的高频高速材料，已通过主流设备商认证，有望深度受益于6G基站建设浪潮。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E参与深圳市\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E5G\u002F6G高频通讯材料攻关项目，开发介电常数可调至2.7-8.0的新一代材料。可以预见，随着5G、6G通信技术的不断发展，沃特股份的LCP材料将迎来更加广阔的市场空间。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cb style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;color: rgb(2, 30, 170);\"\u003E产能爆发：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E重庆基地\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E2万吨LCP树脂项目投产，全球市占率将从12%跃升至 25%，直接挑战日本宝理、\u003Cspan class=\"\"\u003E住友化学\u003C\u002Fspan\u003E。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 16px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E此外，公司\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E2024年半年报显示，公司电子烟专用LCP材料已进入全球第一大烟草公司PM国际供应链，预计2025年该业务营收将增长60%。\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cb\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 169);color: rgb(2, 30, 170);\"\u003E二、\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003C\u002Fb\u003E\u003Cb\u003E\u003Cfont face=\"宋体\"\u003E\u003Cspan leaf=\"\" style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 169);color: rgb(2, 30, 170);\"\u003E人形机器人：\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Ffont\u003E\u003Cspan leaf=\"\" style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;background-color: rgb(255, 218, 169);color: rgb(2, 30, 170);\"\u003EPEEK 材料打破垄断，重塑关节“骨骼”\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003Cb\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Co:p\u003E\u003C\u002Fo:p\u003E\u003C\u002Fspan\u003E\u003C\u002Fb\u003E\u003C\u002Fp\u003E\u003Cp style=\"margin-bottom: 8px;\"\u003E\u003Cspan style=\"font-family: 宋体; letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\"\u003E\u003Cspan textstyle=\"\" style=\"font-size: 20px;\"\u003E\u003Cspan class=\"\"\u003EPEEK材料\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003C\u002Fspan\u003E\u003Cspan style=\"letter-spacing: 0pt; font-size: 14pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;\"\u003E\u003Cspan leaf=\"\" data-pm-slice=\"1 1 ["para",{"tagName":"p","attributes":{"style":"margin-bottom: 8px;"},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"},"node",{"tagName":"span","attributes":{"style":"font-family: 宋体;letter-spacing: 0pt;font-weight: normal;text-transform: none;font-style: normal;font-size: 14pt;background: rgb(255, 255, 255);"},"namespaceURI":"http:\u002F\u002Fwww.w3.org\u002F1999\u002Fxhtml"}]}}