光子产业"追光"而行，在微观世界探寻光明；新能源汽车换道超车，从黄土高原驶向绿色未 来；太阳能光伏聚光生"金"，将灿烂阳光转化为不竭动能……科技创新的"峰峦"在三秦大地 挺立。 八百里秦川，巍巍秦岭如一条巨龙横亘东西，又恰似中华大地隆起的脊梁。 陕西，曾孕育十三朝古都的辉煌，今日更肩负起科技自强的时代重任。光子产业"追光"而行，在微观世 界探寻光明；新能源汽车换道超车，从黄土高原驶向绿色未来；太阳能光伏聚光生"金"，将灿烂阳光转 化为不竭动能……科技创新的"峰峦"在三秦大地挺立。 "十四五"以来，陕西以勇立潮头、争当时代弄潮儿的志向和气魄，将厚重的科教底蕴转化为创新的澎湃 浪潮，为国家科技创新发展贡献坚实的"陕西力量"。 "追光计划"照亮未来产业新赛道 11月初，西北地区首条硅光中试线将在陕西光电子先导院科技有限公司正式贯通。这条承载陕西"追 光"梦想的中试线，能为国内光子产业各类创新主体提供多种类型光电、硅光芯片的研发和中试服务， 将流片周期从数月压缩至数周。这条中试线，是观察陕西光子产业聚链成群、加速崛起的重要窗口。 "从化合物半导体到硅光集成，我们的平台能力在持续跃迁。"陕西光电子先导院科技有限公司总经 ...

【振幅大】 -今日A股共有10只个股振幅超过20%； -天罡股份、辰光医疗、迪普科技等个股振幅居前； 【换手率高】 -今日A股共有19只个股换手率超过30%； -昊创瑞通、云汉芯城、建发致新等个股换手率居前； 【主力资金】 -主力资金今日净流入煤炭、传媒、非银金融等板块，净流出机械设备、医药生物、通信等板块； -胜宏科技、德明利、多氟多、赣锋锂业、阳光电源资金净流入规模居前，分别净流入6.66亿元、6.19亿 元、5.93亿元、4.81亿元、4.72亿元； -中兴通讯、新易盛、比亚迪、天孚通信、中信重工资金净流出规模居前，分别净流出9.39亿元、6.55亿 元、5.76亿元、4.91亿元、4.41亿元。 ...

齐鲁晚报·齐鲁壹点 魏银科 据日经中文网消息，10月21日，日本零售巨头永旺宣布与比亚迪达成战略合作，从2025年起在全国约30 个商业设施销售比亚迪电动汽车。这绝非普通的商业合作——永旺将作为"销售中介"负责订单和购车合 同撮合，并推出积分返还、充电桩安装等优惠，使比亚迪海豚车型从299万日元降至约200万日元（约合 人民币9.4万元）。 这一价格甚至比日本最畅销的微型车本田N-BOX还低30万日元左右。更重要的是，永旺计划未来实现 自主进口和销售，这将彻底改变传统汽车制造商垄断流通的格局。 "商超卖车"冲击本土销售模式 日本汽车流通体系向来是外资品牌的"铜墙铁壁"：除二手车市场外，本土车企及其关联公司几乎垄断了 新车销售、车检乃至维修全链条服务。 这种封闭性让诸多海外巨头折戟：通用因销量低迷黯然退出，现代2009年无奈撤离，福特2016年离场时 直言日本是"全球最封闭的汽车市场"。 永旺的入局正打破这一僵局。依托164家购物中心构建的线下网络，"商超卖车"模式实现了三大突破： 省去传统4S店高额建店成本，将日均客流转化为潜在购车群体，更以开放场景消解了专卖店的推销压 迫感。更关键的是其基础设施护城河——在 ...

智通财经APP获悉，10月23日，中国汽车流通协会发布《2025年9月中重型卡车销量(批发)月度形势分析报告》。报告指出，9月全国重型卡车销量(批发) 为10.56万辆，同比增长82.95%，环比增长15.24%;中型卡车销量(批发)为1.11万辆，同比增长33.77%，环比增长25.51%。 1-9月，重型卡车累计销量(批发)为82.14万辆，同比增长20.32%;中型卡车累计销量(批发)为8.81万辆，同比下降10.95%。 整体重卡销量月度分析 2025年9月全国重型卡车销量(批发)为10.56万辆，同比增长82.95%，环比增长15.24%;1-8月累计销量(批发)为82.14万辆，同比增长20.32%。 当月重型卡车销量(批发)TOP5企业占比90.87%，依次为中国重汽、一汽解放、陕西汽车、东风集团、福田汽车。 1-9月重型卡车累计销量(批发)TOP5企业占比90.87%，依次为中国重汽、一汽解放、陕西汽车、东风集团、福田汽车。 重卡-牵引车销量月度分析 2025年9月全国牵引车销量(批发)为5.63万辆，同比增长95.38%，环比增长15.06%;1-9月累计销量(批发)为41.82万辆，同比增 ...

Domestic News - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" was officially released, outlining six major goals for China's automotive industry by 2040, including a 60% reduction in carbon emissions from peak levels by 2040 and an 80% penetration rate of new energy vehicles [6] - Qingdao announced adjustments to the 2025 automobile trade-in subsidy rules, which will be effective from September 28, 2025, to December 31, 2025, requiring public lottery for subsidy eligibility [7] - SAIC Group established a new company, SAIC Forward Automotive Technology, with a registered capital of 20 million yuan, focusing on automotive parts R&D and sales [8] - SAIC Volkswagen signed a strategic cooperation memorandum with German robotics company Neura Robotics to develop cognitive robotic systems for automotive manufacturing [9] - BYD plans to invest 8.8 billion yuan in a new battery project in Taizhou, aiming for an annual production capacity of 22 GWh of lithium iron phosphate blade batteries [10] - Hongmeng Zhixing launched a worry-free driving assistance service with coverage up to 5 million yuan, available for customers who place orders by November 3, 2025 [11] - Huawei's Qian Kun Intelligent Driving CAS 4.0 system added a driver incapacitation assistance feature to enhance safety for long-distance drivers [12] - Geely established a new company, Geely Jiyao Tongxing Holdings, with a registered capital of 1 billion yuan, focusing on engineering and technology research [13] Foreign News - General Motors plans to discontinue support for Apple CarPlay and Android Auto by 2028, transitioning to a unified in-car experience with a new computing platform [15] - Tata Technologies announced a strategic partnership with Synopsys to accelerate the transition to software-defined mobility, leveraging each other's expertise [16] - Waymo will begin human-driven testing at Newark Airport, laying the groundwork for future autonomous ride-hailing services [17] - Baidu plans to launch the world's first driverless taxi without a steering wheel in Switzerland by 2027, in collaboration with Swiss Post [18] Commercial Vehicles - Honda China and Dongfeng Group announced a joint initiative to demonstrate hydrogen fuel cell commercial vehicles in Wuhan, with plans to expand to other cities [19] - The Tuyano X6 won the Innovation Gold Award at the 79th Plovdiv International Technical Fair, showcasing China's manufacturing competitiveness [20] - The 2026 model of Great Wall's pickup truck, the King Kong Cannon, was launched with prices ranging from 89,800 to 120,800 yuan [21] - Weichai's new energy Blue Sky VAN was globally launched, featuring efficient power systems and a focus on comfort and environmental sustainability [22][23]

Group 1 - The core viewpoint of the article highlights a significant shift in the growth focus of China's technology industry towards overseas markets due to intense domestic competition and market saturation [1][3][4] - The domestic market has transitioned from "incremental competition" to "stock competition," with companies facing resource depletion and rising costs in both ToB and ToC sectors [3][5] - The Chinese software market holds only 2%-3% of the global share, indicating a fragmented domestic market that limits growth potential [5][6] Group 2 - The article discusses the "double squeeze" faced by the Chinese technology market, characterized by a visible market ceiling and hidden internal competition, leading to a consensus that domestic growth is stalling [4][5] - The competition has devolved from "differentiated innovation" to "low-cost replication," particularly evident in the AI hardware and new energy vehicle sectors [6][9] - The article emphasizes the need for Chinese technology companies to adopt a systematic approach to overseas expansion, moving from "strategic alternatives" to "survival necessities" [3][8] Group 3 - Various sectors, including new energy vehicles and AI hardware, are exploring differentiated paths for overseas expansion, focusing on "global technology, local operations, and cultural empathy" [8][9] - Successful examples include Xiaopeng Motors collaborating with Volkswagen to develop standardized electric platforms, enhancing brand premium in Europe by 40% [9] - The article highlights the importance of localizing products and services to meet specific market needs, as demonstrated by companies like Keda Xunfei and Lenovo [15][24] Group 4 - The article outlines strategies for Chinese companies to navigate the complexities of the US-China trade war, including supply chain diversification and compliance with international regulations [25][26][27] - Companies are increasingly focusing on building a global compliance framework to mitigate risks associated with international operations [27][28] - The article predicts that overseas markets will become the primary battleground for Chinese technology companies, necessitating a shift from product competition to ecosystem competition [29][30] Group 5 - Emerging markets are expected to drive growth for Chinese technology companies, with significant opportunities in Southeast Asia, the Middle East, and Latin America [30][31] - The article stresses the importance of establishing international standards and building ecosystems to enhance competitiveness in global markets [31][32] - Companies must prioritize deep localization and global compliance to ensure survival and success in overseas markets [33][34]

会议详情： 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：综合自 浙江 日报、投资台州 10月21日，在浙江台州市仙居县永安溪畔，台州弗迪新能源动力电池有限公司内一派忙碌景象。配料、涂布、辊压、 叠片、装配、烘烤、注液、检测……一块块新能源汽车电池在这里陆续下线。 台州弗迪新能源动力电池项目总用地面积1500亩，计划投资88亿元，其中固定资产投资80亿元。 该项目是比亚迪集 团布局的新能源动力电池战略基地，为新一代磷酸铁锂刀片电池生产线及相关配套系统生产线，达产后有年产22吉瓦 时（GWh）新能源汽车动力电池的能力。据介绍，该项目也是近年来台州市单体投资最大的制造业项目之一，对提升 台州汽车产业链发展水平、建设新能源汽车产业发展高地具有重要意义。 资料显示，台州弗迪项目土地于2022年6月摘牌，当年8月便取得施工许可证并开工建设，2023年3月第一条生产线投 产，2024年9月完成项目土建工程竣工验收。今年，8条生产线全部投产。 国内方面，据中国汽车动力电池产业创新联盟数据显示，今年1-9月，我国动力电池累计装车量493.9GWh，累计同比 增长42.5 ...

Investment Rating - The report maintains an "Outperform" rating for the solid-state battery industry [1]. Core Viewpoints - Solid-state batteries are expected to see rapid growth in demand for electric vehicles due to their significant advantages in safety and energy density, supported by strong policy backing [1][3]. - The production of solid-state batteries is anticipated to accelerate, with production lines and equipment likely to benefit first from this transition [1][3]. - The global market for solid-state battery equipment is projected to reach CNY 40 billion in 2024, with expectations to grow to CNY 1,079.4 billion by 2030 [28][30]. Summary by Sections Industry Overview - Solid-state batteries are positioned as the next-generation technology for electric vehicle power sources, offering superior safety and energy density compared to traditional lithium-ion batteries [1][13]. - The industry is experiencing a dual drive from both policy and market forces, leading to an increase in production capacity and technological advancements [1][19]. Market Dynamics - Equipment orders for solid-state batteries are expected to precede the demand for end products, indicating a rapid growth potential in the equipment market [23][28]. - The solid-state battery equipment market is projected to grow significantly, with a forecasted market size of CNY 1,079.4 billion by 2030 [28][30]. Technological Developments - The introduction of new equipment and upgrades across various production stages is essential for the solid-state battery industry, particularly in the front-end and mid-stage processes [24][31]. - The solid-state battery production process requires specific equipment that differs from traditional lithium-ion battery production, necessitating significant investment in new technologies [24][31]. Investment Recommendations - The report suggests focusing on specific equipment segments such as dry electrode technology and static pressure equipment, which are expected to see increased demand and penetration rates [3][19]. - Companies like Xianlead Intelligent, Winbond Technology, and others are highlighted as key players to watch in the solid-state battery equipment sector [3][19].

编者按 2021年-2025年，是高质量发展的5年，百年变局加速演进，中国集中力量办好自己的事，顶住了压力、 经受住了考验，经济社会发展实现大幅跃升；是创新驱动的5年，自主创新加速突破，中国站上了一个 又一个"大国重器"的创新制高点；是绿色发展的5年，增绿、治污、用能、循环，不论城市还是农村， 不论东西还是南北，蓝天更多了、风景更美了、生活更环保了；是人民福祉不断提高的5年，经济发 展、科技进步的成果，正在实打实地转化为群众的获得感和幸福感。 今年是"十四五"规划收官之年。10月20日至23日，北京青年报推出《奋进——"十四五"答卷》系列报 道，从民生福祉、创新驱动、绿色发展、经济增长等4个角度，解读完成"十四五"规划目标任务的奋斗 足迹和丰硕成果。新起点上有你有我，新征程中有家有国。 在印度尼西亚雅加达，流线型的动车组正沿着轨道飞驰，将印尼第一大城市雅加达到第三大城市万隆的 通行时间由3个多小时缩短至46分钟。雅万高铁是中国高铁首次全系统、全要素、全产业链在海外落 地，它不仅是"一带一路"合作的标志性项目，更是"十四五"期间中国发展速度与开放胸怀的生动缩影。 回顾"十四五"的这5年，百年变局加速演进，改革发 ...

深圳市地方金融管理局等多部门联合印发了《深圳市推动并购重组高质量发展行动方案 (2025—2027 年)》 ，这一重磅政策的发布，犹如一颗巨石投入资 本市场的湖面，激起千层浪。政策一经发布，深圳本地并购重组概念股瞬间沸腾，掀起了一波涨停潮 。建科院、力合科创、深赛格、深纺织 A 等多只股 票强势涨停，整个市场都被这股热潮点燃，投资者们的热情也被彻底激发出来。 这一政策究竟有何魔力，能让市场产生如此剧烈的反应？它又将给相关 企业和行业带来怎样的影响？今天，咱们就一起来深入剖析一下。 | BK 深圳国资改革 1348.87元 +6.21% | 4 添加自选 | | | | | 臣出 | 资金 脚况 | 成分腰 | 殷守 | 资讯 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称代詞 | | 碳纤价 = | 製造型 = | 治原如: | 成交册 : | 成交質 : | 换手塞 : | 总作值 : | | 行业 | | 建科院 a 52 300675 | | 20.74 | +3.46 | +20.02% | 13万手 ...