15日，2025中国创新创业成果交易会（创交会）暨中国海外人才交流大会（海交会）在广州白云国际会 议中心隆重开幕。2024年，创交会与海交会首次开启全面市场化办会模式，今年，两大会议首次合办， 不仅搭建了坚实的"转化之桥"，还打开了开放的"引智之门"，加速构建"人才—技术—产业"融合生态， 成为广州服务国家战略、顺应创新规律的重要实践。 企业梯队结构完善 广州独角兽创新企业榜单发布 大会开幕式期间，2025年发现广州独角兽创新企业榜单正式发布。全市共有210家企业入选，其中，"独 角兽"创新企业26家，"未来独角兽"创新企业105家，"种子独角兽"企业79家。增芯、芯粤能、大潮玩、 大圣科技4家企业首次跻身"独角兽"创新企业行列，"未来独角兽"创新企业较去年增长了4%，"种子独 角兽"企业较去年增长了13%。希音国际和广汽埃安两家企业仍是"超级独角兽"。 榜单企业紧密围绕国家战略和广州"12218"现代化产业体系建设，立足自身所能、梯度发展，塑造发展 新优势。210家榜单企业中有高新企业162家，占比达77%，其中，133家（占比63%）集中于信息技 术、生物医药、人工智能、先进制造四大领域，形成以硬科技为核 ...

内容概要：热塑性聚酰胺（PA），俗称尼龙，是一种综合性能优异、可通过多种改性技术灵活调控性 能的热塑性工程塑料，广泛应用于各工业领域。中国热塑性聚酰胺行业正处在规模扩张与结构升级并行 的关键阶段。从市场规模看，行业整体保持高速增长，其中聚酰胺类材料凭借其出色的机械性能与加工 适应性，在热塑性复合材料市场中占据主导地位，其市场规模持续扩大，市场核心地位不断巩固。聚焦 核心品类，PA6作为通用主力，已进入理性健康的增长周期，产能扩张与下游需求形成了良性互动，行 业运行效率提升，国际贸易结构发生根本性转变，从净进口转为竞争力强劲的净出口；而PA66产业则 在关键原料"卡脖子"问题取得突破后，进入产能快速释放期，目前面临阶段性供需结构再平衡的挑战， 未来发展的关键在于推进高端应用替代与提升出口竞争力。未来行业将聚焦高温、生物基等高端品类研 发与回收技术产业化，巩固原料自主化成果并推进产业链一体化，在深化传统应用领域的同时拓展新兴 场景，向高端化、自主化与多元化稳步迈进。 上市企业：万华化学（600309.SH）、神马股份（600810.SH）、金发科技（600143.SH）、鲁西化工 （000830.SZ）、宁德时代 ...

Core Viewpoint - Specialty nylon, as a high-performance polyamide material system beyond general nylon (PA6, PA66), is a key direction for the new materials industry towards high-end, functional, and green development. It overcomes the limitations of conventional nylon in heat resistance, water absorption, and transparency through molecular structure design and synthesis process innovation, leading to various subcategories widely used in advanced manufacturing fields such as automotive electrification, electronics, new energy equipment, and aerospace [1][2]. Group 1: Overview of Specialty Nylon - Specialty nylon refers to polyamide materials excluding general nylons (PA6 and PA66), including long-chain polyamides, high-temperature polyamides, transparent polyamides, and bio-based polyamides (PA56), with long-chain nylon and high-temperature nylon dominating the market [5][6]. - The global specialty nylon market is currently dominated by international giants such as Arkema, Evonik, and DuPont, with significant technological barriers in key monomers, polymerization processes, and high-end grades [1][10]. Group 2: Market Supply and Demand - The global production capacity of specialty nylon is approximately 600,000 tons per year, with major producers including Arkema, DuPont, DSM, and others. DSM uniquely masters the industrialization of hexamethylenediamine, producing PA4T, while other companies primarily focus on PA6T products [10][11]. - In China, domestic production of long-chain polyamides has gained a significant market share, with several companies planning to expand production capacity, expected to reach 150,000 tons in the next five years [14][13]. Group 3: Long-Chain Polyamides - Long-chain nylon typically refers to nylon materials with more than ten methylene groups in the molecular chain, offering high toughness and low water absorption, with applications in automotive, electronics, and military sectors [16][20]. - The global production capacity of long-chain polyamides is around 270,000 tons per year, with a projected market sales revenue of $2.846 billion in 2024, expected to reach $3.64 billion by 2031, reflecting a CAGR of 3.6% [21][23]. Group 4: High-Temperature Polyamides - High-temperature polyamides can operate at temperatures up to 150°C, with a global production capacity of approximately 335,000 tons per year. They are widely used in electronics, automotive, and mechanical manufacturing [26][32]. - The production of high-temperature nylon involves complex synthesis processes, with the two-step method of high-temperature high-pressure solution polymerization followed by solid-phase post-polymerization being the mainstream industrial process [28][31].

| 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 300250 | 初灵 | -6.37 | 11.94 | 28.33 | 28.78 | -1.55 | 25.30 | -12.08 | | | 信息 | | | | | | | | | 002474 | 榕基 软件 | -1.83 | 10.53 | 10.81 | 10.96 | -1.40 | 10.21 | -6.83 | | 603950 | 长源 | -1.09 | 0.41 | 29.90 | 30.28 | -1.25 | 29.04 | -4.09 | | | 东谷 | | | | | | | | | 000020 | 深华 发A | -2.80 | 3.25 | 16.01 | 16.19 | -1.12 | 14.90 | -7.9 ...

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 金发科技股份有限公司 2025 年第三次临时股东会 会议资料 600143 2025 年 12 月 1/7 金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 目录 | 金发科技股份有限公司 | 2025 | 年第三次临时股东会议程 | 3 | | --- | --- | --- | --- | | 金发科技股份有限公司 | 2025 | 年第三次临时股东会会议须知 | 4 | | 议案一：关于选举卢馨女士为公司第八届董事会独立董事的议案 6 | | | | 2/7 金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 二、现场会议地点：广州市高新技术产业开发区科学城科丰路 33 号金发科 技股份有限公司行政大楼 101 会议室 三、主持：陈平绪董事长 四、记录：戴耀珊董事会秘书 五、主要议程 1、主持人宣布会议开始 金发科技股份有限公司 2025 年第三次临时股东会议程 一、会议时间 现 ...

金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 金发科技股份有限公司 2025 年第三次临时股东会 会议资料 600143 2025 年 12 月 1/7 金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 二、现场会议地点：广州市高新技术产业开发区科学城科丰路 33 号金发科 技股份有限公司行政大楼 101 会议室 目录 | 金发科技股份有限公司 | 2025 | 年第三次临时股东会议程 | 3 | | --- | --- | --- | --- | | 金发科技股份有限公司 | 2025 | 年第三次临时股东会会议须知 | 4 | | 议案一：关于选举卢馨女士为公司第八届董事会独立董事的议案 6 | | | | 2/7 金发科技股份有限公司 2025 年第三次临时股东会会议资料 KINGFA SCI.&TECH.CO.,LTD 金发科技股份有限公司 2025 年第三次临时股东会议程 一、会议时间 现场会议召开时间：2025 年 12 月 18 日（星期四）下午 14:30 网络投票时间： ...

金发科技12月10日大宗交易平台共发生5笔成交，合计成交量1156.00万股，成交金额1.91亿元。成交价 格均为16.49元，相对今日收盘价折价9.30%。 进一步统计，近3个月内该股累计发生9笔大宗交易，合计成交金额为3.91亿元。 证券时报·数据宝统计显示，金发科技今日收盘价为18.18元，下跌0.76%，日换手率为1.81%，成交额为 8.64亿元，全天主力资金净流出8590.73万元，近5日该股累计上涨1.91%，近5日资金合计净流出8068.51 万元。 两融数据显示，该股最新融资余额为20.86亿元，近5日减少33.50万元，降幅为0.02%。 据天眼查APP显示，金发科技股份有限公司成立于1993年05月26日，注册资本263661.2697万人民币。 （数据宝） 12月10日金发科技大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 267.00 | 440 ...

会议倒计时五天，最全最便捷参会指南 ，这里有您关心的所有信息，快来了解： 参会指南 会场： 宁波凯洲皇冠假日酒店 高分子循环利用已成为缓解全球资源紧缺与环境压力的重要途径，世界许多国家都已出台强制使用再生高分子的政策法规。新央企中国资源循环集团的 重磅成立，或标志着我国高分子循环利用产业将迈向新的发展地位，战略意义凸显。 世界不同区域对于高分子循环回收的最新态度和举措是什么？面向"十五五"，国家对于高分子循环利用产业的顶层设计将有何指导？高分子循环回收到 底能不能挣钱？究竟哪种先进技术能实现大规模可复制？循环高分子材料的应用能为制品企业带来多少的税收减免红利？产品的碳足迹怎样追溯与核 算？如何在强制法规与产业"内卷"中脱颖而出？分子可逆设计能否从根本上打破高分子难回收枷锁？ 第三届高分子循环再利用大会 将于 12月11-13日 在 浙江宁波 召开，本届大会围绕 政策趋势、化学回收&物理回收技术、循环材料高值化利用（纺织、 家电、汽车、包装、风机叶片）、动态可持续高分子 展开交流与合作。大会将邀请国际领先企业、代表性专家学者、政府、园区、资本、协会和联盟等 各方共探高分子循环利用之路。 01 交通地址 地址： ...

Core Viewpoint - The article emphasizes the importance of high-level talent, particularly academicians, in driving technological innovation and urban development in China, highlighting the role of cities like Guangzhou in attracting and nurturing such talent [3][21]. Group 1: Academicians and Talent Pool - In 2025, a total of 144 new academicians were elected, bringing the total number of academicians in China to 1,910, with Guangdong province contributing 9 new members, showcasing its status as a leading province in technological innovation [4][5]. - Guangzhou ranks sixth in the global research city rankings published by Nature magazine, reflecting its growing prominence in scientific research and innovation [5][6]. - The newly elected academicians in Guangzhou are closely linked to the Huangpu District and the Guangzhou Development Zone, indicating a strong local innovation ecosystem [6][8]. Group 2: Innovation Ecosystem - The Huangpu District and Guangzhou Development Zone have established a diverse and multi-layered technological innovation capability, with a significant number of academicians and high-level talent [9][10]. - The area has attracted 120 academic team projects and 958 A-class foreign high-end talents, ranking first in the city for high-level talent [9][10]. - The R&D intensity in Huangpu District reached 6.81% in 2024, significantly higher than the provincial and national averages, indicating a robust innovation environment [10][13]. Group 3: Industrial Strength and Future Prospects - Huangpu District is home to over 20,000 technology companies and more than 3,000 national high-tech enterprises, positioning it as a key player in China's industrial landscape [13][16]. - The district is developing five major trillion-level and three five-hundred-billion-level industrial clusters, aligning with national strategic directions in emerging industries [19][20]. - The focus on strategic emerging industries such as new energy and materials is expected to create significant economic opportunities in the coming decade [19][20]. Group 4: Talent Attraction and Retention - The article highlights the competitive landscape for talent, emphasizing the need for cities to not only attract but also retain high-level talent through favorable policies and a conducive environment [21][22]. - Guangzhou Development Zone and Huangpu District have implemented various talent development initiatives aimed at creating a high-level talent hub in the Guangdong-Hong Kong-Macao Greater Bay Area [22][23]. - The region's economic growth, with a GDP surpassing 4 trillion yuan, reflects its commitment to fostering an innovative and supportive ecosystem for both talent and businesses [22][23].