另一家"童颜针"生产商普丽妍也于上个月将40余家新氧青春诊所列为"非官方合作医疗机构"；今年6 月，圣博玛发表公开声明，称新氧销售的"童颜针"产品"艾维岚"为非合规授权渠道，并指该诊所的医生 未接受厂家培训指导，难以保障消费者健康安全。 针对多家供应商"围堵"，12月12日，新氧旗下"新氧青春诊所"在公众号发布声明，直指上游厂商固化高 价体系，弱化医疗机构的自主定价权。 来源：第一财经 近日，医美公司新氧的低价策略激化了与上游厂商的矛盾，并已遭到多家供应商抵制。12月15日美股收 盘，新氧（SY.US）股价当天大跌近6%，近5个交易日股价累计下跌约10%。 引发最新矛盾的是12月11日"童颜针"生产商斐缦生物的一纸公开声明，该公司称，已自10月1日起已经 停止向新氧集团及其下属新氧青春诊所等供应"弗缦"产品（一种胶原蛋白填充剂）。声明还强调，"以 上机构若继续大量销售我公司'弗缦'产品，则涉嫌产品从不合规渠道获得，或为假冒伪劣产品。" 第一财经记者梳理公开信息发现，目前已经在国内获批上市的"童颜针"产品已有约11款，包括圣博玛生 物的"艾维岚"、爱美客的"濡白天使"、高德美的"塑颜萃"、普丽妍的同名产品以及四 ...

市场价格方面，氯化铵价格较前期已上涨50元/吨，部分地区涨幅较大。当前主流出厂报价在390-450元/ 吨，湿铵出厂价格在270-310元/吨，区域间存一定差异。 来源：中国能源网 近期，氯化铵市场在待发订单的支撑、成本端的稳固托举以及下游刚需带动下，氯化铵市场整体价格表 现坚挺，市场氛围相对积极。然而，市场并非全然向好，需求增量有限、部分地区需求收缩预期以及供 应充足等利空因素，正逐渐削弱氯化铵价格上涨的动力，使其涨势趋于缓和。 总结本次氯化铵价格上涨的背后原因，主要有以下几点：其一，随着农业生产的推进，复合肥企业开工 率有所提升，高氮肥生产进入关键阶段，对氯化铵的阶段性补库需求显著增加。这种需求的变化直接拉 动了下游企业的采购积极性，促使市场交易活跃度上升，进而推动价格上扬。其二，冬储备肥需求的释 放也为氯化铵市场注入了强劲动力。下游企业为应对冬季农业生产需求，纷纷加大对氯化铵的刚需拿货 力度，这种集中采购行为对市场价格形成了有力支撑。其三，化肥产业链整体成本的上升，使得氯化铵 生产企业面临较大的成本压力。为缓解成本压力，企业将部分成本传导至市场，从而为氯化铵价格提供 了底部支撑，确保了价格在一定范围内的 ...

近期，国内己内酰胺市场整体呈现震荡偏强的格局。场内整体开工水平处于低位，导致现货供应趋紧。 在此情况下，持货商挺价意愿强烈，不断推涨市场报盘，进而推动己内酰胺价格上涨。但下游及终端企 业面对高价原料，接货十分谨慎，仅按自身需求进行刚需采购，这在一定程度上制约了己内酰胺价格的 上涨幅度。尽管市场现货价格仍呈涨势，但相较于前期，涨势已有所放缓。截至12月16日，华东市场己 内酰胺现货价格涨至9400-9500元/吨（承兑送到）。 供应端：减产检修频繁，开工水平低位 12月份，减产措施持续推进，多套己内酰胺装置降负运行或停车检修。具体来看，巴陵恒逸己内酰胺装 置整体负荷降至6-7成；湖南石化60万吨/年装置降负至7成；南京福邦特此前运行的20万吨CPL装置于11 月底停车检修，重启时间尚未确定，另一条线长期处于停车检修状态；华鲁恒升装置负荷整体下调 20%；福建天辰35万吨/年装置自11月25日起开工降至8成；沧州旭阳己内酰胺一期15万吨/年装置自11月 15日起停车检修；山西潞宝10万吨/年装置于11月17日停车检修；河南神马38万吨/年装置目前整体负荷 为8成；湖北三宁装置自11月17日负荷降至略低于8成；山西 ...

一、谎言VS真相 在萧山区钱江世纪城，有着S形楼体的新世界丽晶国际中心曾经是短视频里盛行"两万人在此直播"传说 的具体注脚。而现在，滤镜似乎碎了，"人去楼空"成了新的流量密码。 丽晶国际物业经理贾书正向记者展示了真实的底账，"整座大楼共有1629户，其中自住400户左右，对外 出租1100余户。尽管出租占比接近七成，但承租群体一直以周边上班的白领为主，网红和直播间只是其 中很少的一部分。" 在贾书正看来，所谓的"大量空置"，不过是一种视觉误读。几年前，这里因为配套成熟，成了直播抢滩 者的首选，人为制造了供需的极度紧绷。如今，一路之隔的山水时代大厦等高品质楼盘亮起灯火，直播 团队分流是必然的物理过程。 作为中国数字经济的高地，杭州的一举一动往往被视为行业的风向标。 近期，在不少社交媒体上，类似"直播带货第一城光环不再""网红大楼租金腰斩""杭州网红经济退潮， 杭州变'安静'……"这样的标题频频出现，甚至有自媒体断言：杭州的直播经济泡沫已经破裂。 然而，事实果真如此吗？ 带着问题，中国蓝新闻记者走访了杭州多个区域的MCN机构、行业协会、产业园区、房产中介，试图 在"喧嚣"中还原一个真实的杭州直播电商产业"下半场" ...

近年来，攀枝花市环境能源集团紧扣 "文化兴企" 主线，以党建为引领、阵地为支撑，创新构建 "展示 +学习+服务" 三位一体的企业文化示范阵地矩阵，将文化软实力转化为发展硬支撑，为企业高质量发展 注入持久精神动力。 专业化赋能，彰显国企特色担当 各阵地立足功能定位，打造专业化展示与实践平台。环能企业文化展厅通过可视化影像、实物陈列等形 式，全景呈现企业发展历程、现代化治理成效及多元产业布局；水务集团 "四个中心" 展厅整合党员服 务、生产调度、文化展示、水质监测四大功能，展示企业在服务社会民生、保障生产运行、及履行社会 责任等方面所取得的工作成效；小沙坝污水处理厂示范点创新融合城市污水处理与分布式光伏发电项 目，直观展现企业在产业升级、清洁能源开发领域的创新成果，成为绿色发展示范窗口。 常态化服务，转化文化建设实效 系统化布局，织密文化阵地网络 坚持 "建用结合" 理念，推动企业文化与服务实践深度融合。环能党建书屋精选 1100 余部读物，涵盖思 想理论、业务技术、历史文化等多个类别，为党员干部职工打造随时可学的 "理论充电站"；华润燃气 党建活动室以 "润燃" 党员先锋队和劳模创新工作室为载体，集成廉政教育、 ...

Group 1: Mechanical Equipment Industry Overview - The mechanical equipment industry rose by 1.79% during the week of December 8-12, 2025, ranking 5th among 31 primary industries [1][2] - Sub-industries performance: specialized equipment (+3.34%), general equipment (+2.72%), rail transit equipment (+0.37%), engineering machinery (+0.19%), and automation equipment (-0.12%) [1][2] Group 2: Investment Recommendations - The market risk appetite is expected to improve following the completion of the third-quarter report disclosures, suggesting a focus on technology growth and cyclical recovery [2] - Recommended sectors include technology areas such as PCB equipment, controllable nuclear fusion, humanoid robots, and semiconductor equipment, as well as cyclical sectors like engineering machinery and general equipment recovery [2] Group 3: Semiconductor Industry Developments - The global competition in computing power is intensifying, accelerating the process of self-sufficiency in the semiconductor industry chain [3] - Domestic GPU companies like Moore Threads and Muxi are advancing towards IPOs, while international cloud computing giants like Amazon are iterating advanced self-developed AI chips [3] - The listing of Naxin Micro indicates a rapid push towards domestic replacement across the entire semiconductor industry chain [3] Group 4: Humanoid Robot Industry Progress - The humanoid robot industry is maturing, with clearer commercialization paths as evidenced by competitions and conferences [4] - Companies like Zhiyuan Robot and Galaxy General Robot are completing shareholding reforms, indicating increased industry maturity and the initiation of capital cycles [4] - The industry is entering a critical phase focused on genuine advancements, with 2026 seen as a potential starting point for mass production [4] Group 5: Machine Tool Industry Insights - Japan's machine tool orders have seen continuous growth for five months, with overseas orders increasing by 23.2% year-on-year, driven by capital expenditures in markets like North America, China, and India [5] - Domestic policies are supporting the high-end machine tool sector, with a focus on core component self-research capabilities [5] Group 6: Controlled Nuclear Fusion Developments - The industrialization of controllable nuclear fusion is advancing from research to engineering validation, with significant projects underway [6] - Companies like Hangyang Co. have successfully entered the core systems of fusion devices, indicating structural opportunities in the industry [6] Group 7: Excavator Sales Performance - Excavator sales in November 2025 reached 20,027 units, a year-on-year increase of 13.9%, with domestic sales at 9,842 units (+9.11%) and exports at 10,185 units (+18.8%) [7] - The industry is benefiting from a new round of concentrated replacement cycles and large project initiations, with strong growth potential for leading companies [7] Group 8: Industrial Robot Production Trends - In October 2025, industrial robot production increased by 17.9% year-on-year, driven by government policies encouraging equipment upgrades [8] - The industry may see a reversal of difficulties, with opportunities arising from structural adjustments and diversification of application scenarios [8] Group 9: Forklift Industry Outlook - The Asia International Logistics Technology and Transportation Systems Exhibition showcased advancements in smart equipment and low-carbon technologies, which are expected to positively impact the forklift sector [9] - The forklift industry is experiencing significant sales growth, with ongoing upgrades towards automation and intelligence [9]

Group 1 - The core point of the news is the change in the controlling shareholder of Yiyuan Wine Industry, with Yang Lingjiang, founder of the new retail brand "1919," replacing the original controlling person Chen Fang, which has attracted market attention [2] - Yiyuan Wine Industry's major shareholder list has changed, with Yang Lingjiang holding 590 million shares, accounting for 73.6% of the company, although the company has not yet resumed trading [2] - Yiyuan Wine Industry has faced declining performance, with a revenue of 34.55 million yuan in 2024, a decrease of 46.8% year-on-year, and a net loss of 41.018 million yuan [2] Group 2 - The traditional liquor distribution industry is facing challenges, with domestic liquor companies experiencing varying degrees of decline due to changes in economic conditions and policy adjustments [3] - Despite the challenges in traditional liquor, new retail formats like "1919" are showing growth, with a reported 20-fold increase in orders during the Double 11 shopping festival [3] - There is speculation about the potential for future business integration into Yiyuan Wine Industry, although the Hong Kong Stock Exchange has increased scrutiny on potential reverse mergers [4]

12月4日，由中国电力企业联合会电力装备及供应链分会主办的2025电力装备质量提升与高质量发展技术交流会在 陕西西安举办。会议以"创新为核，绿智为翼，提升电力装备质效水平"为主题，积极响应国家能源局等部门《关于 推进能源装备高质量发展的指导意见》相关政策要求，以主旨报告、专题发言、成果展示等形式，聚焦电力装备质 量管控体系完善与效能提升进行深入交流。中电联副秘书长兼电力装备及供应链分会会长丁永福，中国西电电气股 份有限公司党委书记、董事长赵永志出席会议并致辞；国家智能制造专家委员会副主任、工业和信息化部装备工业 司原司长张相木，以及陕西省工业和信息化厅、西安市工业和信息化局有关领导出席会议。 丁永福在致辞中指出，当前新一轮科技革命和产业变革加速演进，绿色、低碳、智能已成为能源电力发展的主旋 律，这既为我国电力装备产业带来了前所未有的发展机遇，也对我们提升自主创新能力、突破关键核心技术、推动 产业优化升级提出了更高、更紧迫的要求。在新型电力系统建设承上启下、攻坚突破的"十五五"时期，电力装备产 业链上下游要继续协同创新，促进产学研用深度融合，提升产业链供应链韧性和安全水平，为保障能源安全稳定供 应提供坚强支撑。 ...

东吴证券近日发布燃气Ⅱ行业跟踪周报：天气转暖美国气价回落、库存提取欧洲气价上行。截至 2025/12/12，美国HH/欧洲TTF/东亚JKM/中国LNG出厂/中国LNG到岸价周环比变 动-22%/+3.7%/-1.7%/-1.6%/-6.9%至1/2.4/2.7/2.8/2.4元/方。 以下为研究报告摘要： 投资要点 价格跟踪：天气转暖美国气价回落、库存提取欧洲气价上行。截至2025/12/12，美国HH/欧洲TTF/东亚 JKM/中国LNG出厂/中国LNG到岸价周环比变动-22%/+3.7%/-1.7%/-1.6%/-6.9%至1/2.4/2.7/2.8/2.4元/方。 供需分析：1）天气转暖，美国天然气市场价格周环比-22.0%。截至2025/12/05，储气量周环比-1770亿 立方英尺至37460亿立方英尺，同比0%。2）提取库存，欧洲气价周环比+3.7%。2025M1-9，欧洲天然 气消费量为3138亿方，同比+4.1%。2025/12/4~2025/12/10，欧洲天然气供给周环比+26.5%至 116966GWh；其中，来自库存消耗33920GWh，周环比+13.8%；来自LNG接收站36645 ...

Group 1 - The electronic industry index increased by 1.36% during the week of December 8-12, 2025, with semiconductors leading the gain at 3.30% [1][2] - Optical optoelectronics and consumer electronics sectors experienced declines of 1.23% and 1.39% respectively [1][2] - The Federal Reserve announced a 25 basis point interest rate cut, lowering the federal funds rate target range to 3.50%-3.75%, aligning with market expectations [1][2] Group 2 - Major tech companies like Oracle and Broadcom reported earnings that fell short of expectations, leading to significant declines in the overseas tech market [1][2] - The Philadelphia Semiconductor Index dropped by 3.58%, with notable declines in stocks such as Nvidia (down 4.05%), Broadcom (down 7.77%), and Meta (down 4.33%) [1][2] - Tesla's stock increased by 0.87%, while Apple's stock saw a slight decline of 0.18% [1][2] Group 3 - The U.S. is expected to allow Nvidia to sell H200 chips to China, with a fee imposed on each chip [3] - Oracle's Q2 FY2026 earnings were below market expectations, prompting an increase in the company's full-year capital expenditure guidance by approximately $15 billion [3] - Broadcom reported Q4 revenue of $18.02 billion, a year-over-year increase of 28%, with AI semiconductor revenue projected to double to $8.2 billion [3] Group 4 - The supply-demand imbalance in the storage chip market continues, with forecasts indicating significant price increases for various types of memory chips in early 2026 [3][4] - CFM predicts that server DDR5 prices will rise over 40%, with notable increases for 96GB and above modules, and eSSD prices expected to rise by 20%-30% [3] Group 5 - The IPO progress of Changxin and the expansion of advanced logic manufacturers are highlighted as investment opportunities in semiconductor equipment [5] - Beneficiary companies include Northern Huachuang, Zhongwei Company, and others involved in semiconductor equipment [5]