天眼查App显示，近日，上海集成电路产业投资基金三期合伙企业(有限合伙)发生工商变更，新增上海 国投先导集成电路私募投资基金合伙企业(有限合伙)、上海浦东引领区投资中心(有限合伙)为合伙人， 同时出资额由5.3亿人民币增至60.3亿人民币，增幅约1038%。 该基金成立于去年3月，执行事务合伙人为上海集成电路产业投资基金管理有限公司，经营范围为以私 募基金从事股权投资、投资管理、资产管理等活动，现由上海国有资本投资有限公司、上海集成电路产 业投资基金管理有限公司及上述新增合伙人共同出资。 ...

Group 1: Copper Market - LME copper price decreased by 1.65% to $12,855.0 per ton, while Shanghai copper fell by 3.45% to ¥100,100 per ton [2] - Import copper concentrate processing fee index dropped to -$52.37 per ton; national copper inventory increased by 4.03% week-on-week and by 62,700 tons year-on-year [2] - The operating rate of waste anode plate enterprises is at 66.88%, down by 8.19 percentage points; expected to decline further to 38.36% next week [2] Group 2: Aluminum Market - LME aluminum price fell by 3.49% to $3,026.00 per ton, and Shanghai aluminum decreased by 5.07% to ¥23,300 per ton [3] - Domestic aluminum rod inventory increased by 15,000 tons to 258,500 tons; metallurgical-grade alumina total production capacity is 110.32 million tons/year [3] - Aluminum processing comprehensive operating rate recorded at 57.9%, down by 1.5 percentage points week-on-week [3] Group 3: Gold Market - COMEX gold price increased by 6.57% to $4,988.6 per ounce; SPDR gold holdings decreased by 10.87 tons to 1,076.23 tons [4] - The U.S. 10-year Treasury yield curve reached its steepest level in nearly four years, influenced by rising rate cut expectations and concerns over inflation [4] - Geopolitical risks have led to a strong fluctuation in the gold market [4] Group 4: Rare Earth and Tungsten Markets - Praseodymium and neodymium oxide prices increased by 1.20% this week; December rare earth permanent magnet exports reached a historical high [5] - Tungsten prices rose by 11.98% due to tight supply and increased support for pricing [5] - Tin prices decreased by 15.81%, but the upward trend is expected to continue despite recent volatility [5] Group 5: Lithium and Cobalt Markets - Lithium carbonate average price decreased by 13.3% to ¥148,000 per ton; lithium hydroxide average price fell by 11.6% to ¥150,000 per ton [6] - Cobalt prices decreased by 5.6% to ¥420,000 per ton; cobalt intermediate prices remained stable [6] - Nickel prices fell by 1.8% to $17,200 per ton on LME [6] Group 6: Nickel Inventory - Port nickel ore inventory decreased by 638,100 tons to 11.08 million tons [7]

Core Viewpoint - Guangdong Baihuida New Materials Co., Ltd. is leveraging advanced composite materials to enhance battery safety in the automotive sector, positioning itself as a key player in the global market for electric vehicle components [1][2]. Group 1: Company Overview - Baihuida was established in 2013 and focuses on the innovation and industrialization of lightweight composite materials, creating a comprehensive supply chain from resin research to product manufacturing [2]. - The company is a designated supplier of battery covers for major automotive manufacturers, including GAC, Xpeng Motors, BYD, SAIC-GM-Wuling, Dongfeng Motor, and China Aviation Lithium Battery [2]. Group 2: Technological Innovations - Baihuida has developed a multi-layer composite material process that addresses the critical need for thermal runaway protection in battery covers, featuring a three-layer structure that significantly improves fire resistance [3]. - The new product can withstand flame impacts of 1200°C for 30 minutes, reducing back temperature from 670°C to below 300°C, thus enhancing safety during thermal runaway events [3]. - The introduction of a new MCC composite material combines glass fiber and short-cut yarn, achieving high strength and low production costs, filling a domestic market gap and increasing competitiveness [3]. Group 3: Financial Performance and Growth - Baihuida is projected to achieve over 200 million yuan in revenue by 2025, with an average annual growth rate of 20.66% in its main business revenue over the past two years [3]. - The company invests 7.12% of its total revenue in R&D, holding 11 patents in Class I intellectual property and capturing a 27.49% market share in its niche [3][4]. Group 4: Research and Development - The company has invested 60 million yuan to establish a comprehensive R&D center, enhancing its capabilities in resin synthesis, precision testing, and pilot production [5]. - Baihuida's production capacity is the largest in the country, with over 30 machines and an annual output of 1.6 million pieces, while automation improvements have increased production efficiency by over 35% [5]. Group 5: Collaborations and Partnerships - Baihuida collaborates with major companies like EVE Energy and Xpeng Motors to develop full composite battery box materials, as well as with universities for advanced research in carbon fiber and thermosetting resin technologies [5][6]. - The company is also focused on sustainable practices, contributing to carbon reduction goals through innovative recycling technologies and green production processes [8].

Core Insights - Yuhong CNC Technology Group has rapidly emerged in the high-end CNC machine tool sector since its production began in September 2024, leveraging a full industry chain advantage from design to complete machine assembly [1] - The company has successfully broken the foreign monopoly on five-axis precision machine tools, which are crucial for processing complex components, thus reducing reliance on expensive imports and mitigating technology blockade risks [2] - Yuhong CNC has developed a new intelligent system over three years, enhancing machine efficiency and reducing energy consumption, which positions the company favorably in the competitive landscape [3] Company Development - The company is based in Zhaoqing High-tech Zone and has received comprehensive support from local authorities, facilitating a smooth transition from land acquisition to production [1] - Currently, 80% of the company's business is domestic, while 20% is international, with products exported to Southeast Asia, South America, and the Middle East [3] - The company aims to double its output value this year, responding to the increasing demand for high-end CNC machine tools driven by the growth of low-altitude economy and artificial intelligence sectors [4] Market Position - Yuhong CNC's products are in high demand, with the company planning to increase production capacity to meet growing orders [4] - The company is focusing on expanding its domestic market share while also exploring new international markets, building on its existing presence in Southeast Asia and Europe [4] - The company’s comprehensive approach, including self-designed and developed models, has garnered wide recognition from both domestic and international clients [3]

天眼查App显示，近日，景德镇吾空科技有限公司成立，法定代表人为华婧，注册资本4000万人民币， 经营范围包括智能机器人的研发、智能机器人销售、服务消费机器人制造、服务消费机器人销售等，由 北京银河通用机器人股份有限公司、景德镇冰河文旅科技有限公司共同持股。 ...

巴方对项目进展给予高度评价。伊泰普换流站运行人员表示："国网团队展现出的世界级调试水平和严 谨作风，让我们对系统后续大功率试验和如期投运充满信心。这既是技术的成功，也是中巴合作的典 范。"巴西国家电力调度中心(ONS)表示项目实现了"巴西输电历史上不可思议的建设效率和质量"。 下一步，中电装备公司将继续稳步推进后续大功率调试及双极Ⅱ改造工作，确保项目按期高质量建成投 运，为深化中巴能源基础设施合作、推动清洁能源转型作出新贡献。 据悉，本次低功率调试自2025年12月20日启动，历时45天。中电装备公司在公司系统内技术、设备、施 工等有关部门和单位的大力支持下，项目团队克服巴西长假、巴方新增测试要求、业主线路杆塔故障等 多重困难，高质量完成全部238项站系统及400MW负荷水平的低功率系统调试任务，实现了"零异常、 零隐患、零非停"的优异表现，系统各项功能均达到预期目标。 项目执行过程中，中电装备公司与业主巴西电力公司(AXIA)、巴西国家电力调度中心(ONS)及伊泰普管 委会等各方保持密切协作，累计举行各类协调会议30余场，高效推进控保逻辑研讨、试验方案审批等关 键环节，有力保障调试工作顺利进行。 当地时间2 ...

项目建成后，每年可为华东地区输送电量约720亿千瓦时，其中新能源电量占比超60%，每年可减少标 煤消耗约1370万吨，减排二氧化碳约3400万吨，将有力促进华东地区能源结构绿色转型和节能减排，有 效提高优质电力资源跨区域优化配置能力，更好服务保障华东地区电力供应和电网安全。 2月3日，库布齐送电上海、库布齐送电江苏沙戈荒基地电源方案获得国家能源局批复，标志着基地推进 工作取得阶段性进展。预计2026年底前，配套支撑性煤电将正式开工建设。 基地主要布局在鄂尔多斯市库布齐沙漠地区，其中，库布齐送电上海基地规划建设光伏800万千瓦、风 电450万千瓦，配套支撑性煤电264万千瓦、新型储能900万千瓦时，总投资约632亿元；库布齐送电江苏 基地规划建设光伏800万千瓦、风电400万千瓦，配套支撑性煤电264万千瓦、新型储能816万千瓦时，总 投资约642亿元。 ...

下一步，国网榆社县供电公司将持续优化供电服务，践行"人民电业为人民"的企业宗旨，护航企业安全 稳定用电、保障居民安安心心过节！（梁晓娟、庞沁怡） 二是全量走访,确保用户满意。针对近两年拨打过95598、12398热线的用户,开展全量走访工作，保障用 户诉求得到有效解决，并在各显著位置粘贴网格服务公示牌，在村委公示栏粘贴供电服务提示，保障各 供电所抢修电话打得到、打得通。 三是特定走访，保障用电无忧。关注"候鸟型"用户返乡，主动对接，做好客户电量问题解答,发放连心 卡，保障"候鸟型"用户诉求解决，在此基础上做好持续做好社会责任根植，擦亮"'电'"亮归巢服务品 牌。 为保障春节期间居民和企业可靠用电，2月9日，国网榆社县供电公司组织太行黎明共产党员服务队和青 年突击队开展"晋心晋情传暖意、晋电晋靓共前行"客户走访活动。 一是主动服务，对接客户需求。"两队"队员对榆社县域内医院、供热等民生企业开展走访并发放连心 卡,全面了解企业春节期间的用电负荷情况,现场针对客户提出的新项目入网开展解答,确保客户需求高效 落地。 ...

国网蒙东电力将在国家电网公司统一组织下，全力加快前期手续办理及征占地等工作，力争工程2026年 4月开工建设，确保与蒙西—京津冀±800千伏特高压直流工程同步建成投产。 2月5日，华北特高压电网向蒙西延伸"两点三通道"工程(达拉特—蒙西1000千伏交流输变电工程)获得国 家发改委核准批复。该工程是我国"十四五"电力规划重点项目，是首个落点京津冀地区的蒙西—京津冀 ±800千伏特高压直流输电工程配套项目。 据介绍，达拉特-蒙西特高压交流输变电工程计划新建达拉特1000千伏变电站，安装2组300万千伏安主 变。新建达拉特—蒙西双回1000千伏线路，线路长度2×124.6公里，工程投资43.74亿元。工程的建设可 产生拉动投资、带动就业、修复生态等多重效益，满足蒙西～京津冀特高压直流工程接入及电力送出需 求，实现华北特高压网向蒙西延伸，提升内蒙古电网内部西电东送断面输电能力。对我国西部地区资源 优势转化、清洁能源大范围消纳、京津冀协同发展具有重大意义。 ...

针对临清市城乡融合、文旅特色鲜明的实际，临清公司精准划定保电重点区域，将城区核心商圈、宛园 景区、运河文化广场等春节文旅活动场所，以及老旧小区、返乡人口集中村镇的供暖线路、高负荷台区 列为核心巡查对象。自行动开展以来，累计出动巡线人员近千人次，完成线路夜间特巡300余条次，巡 视配电台区520余台次，发现并消除各类隐患31处，以"零死角、零遗漏"的排查力度确保电网安全运 行。 为应对冬季夜间负荷高峰，临清公司创新采用"人工徒步排查+无人机协同巡检+红外精准测温"的立体 巡检模式。巡线人员顶风冒寒，对杆塔基础、导线接点等关键部位进行"精准问诊"；无人机搭载热成像 设备，对重点区域开展全方位扫描，高效识别隐蔽缺陷；红外测温仪则在寒夜中精准捕捉设备异常发 热，让隐患无所遁形。 下一步，临清公司将持续绷紧保供电这根弦，以"电网零故障、服务零投诉、用户零停电"为目标，用责 任与坚守守护临清百姓的温暖新春。 春节将至，作为冀鲁交界的商贸重镇与运河文化节点，山东临清市返乡客流激增，取暖、商业、文旅用 电负荷同步攀升。国网临清市供电公司以"保民生、保重点、保稳定"为核心，全面启动春节保供电专项 行动，通过"立体巡检+智能管控 ...