人民财讯8月15日电，中信建投（601066）证券研报认为，1—7月我国出口钢材6798.3万吨，同比增长 11.4%，出口均价699.7美元/吨(7月出口钢材983.6万吨，环比增长1.6%)。前7个月中国出口在外部压力 下展现强劲韧性，核心动力来自新兴市场开拓、高技术产品竞争力及民企活力。根据mysteel消息，自8 月16日至25日根据气象条件研判，唐山独立轧钢企业，随时进行停产，8月25日至9月3日必须停产。部 分独立型钢轧钢企业已收到停限产通知，若执行停限产措施，唐山地区35家调坯型钢企业日产量影响约 9万吨，钢材利润有望修复。 ...

Group 1 - The solid-state battery industry is accelerating its industrialization pace, with battery manufacturers and vehicle companies gradually optimizing their pilot lines, leading to continuous cost reduction across the industry chain, which is expected to drive explosive growth in downstream market demand [1] - The upstream equipment segment of the solid-state battery industry chain is anticipated to benefit first from this trend, as the production process of all-solid-state batteries differs significantly from traditional liquid lithium battery production [1] - The key differences in production processes include the addition of dry mixing and dry coating processes in the front-end, which significantly increases the value proportion, and the adoption of a "stacking + electrode frame printing + isostatic pressing" technology route in the mid-stage, which slightly enhances the value proportion [1] Group 2 - The back-end of the production process sees a notable increase in single machine value due to the high-pressure transformation of the formation stage and the elevated requirements for equipment in terms of process environment [1]

Group 1 - The price of tungsten products is reaching new highs due to a decrease in supply influenced by the first batch of tungsten concentrate quotas and environmental inspections in China [1] - The increase in tungsten supply from foreign mines such as Sandong and Dolphin is below expectations, while the Bakuta tungsten mine has commenced production but lacks local smelting capacity, necessitating transportation back to China for processing before export [1] - The overall balance sheet for tungsten is tight, with a more pronounced supply gap overseas compared to domestic levels, leading to an optimistic price outlook [1] Group 2 - The domestic antimony price has nearly bottomed out, with the Ministry of Commerce responding to export license applications for antimony, indicating compliance reviews will be conducted [1] - Downstream terminal demand for antimony is at a low point, but expectations for reduced production in photovoltaic glass have been realized, and the traditional peak season for flame retardants in September and October is approaching [1] - If export demand recovers effectively alongside the peak season for flame retardants, it is expected to significantly boost domestic antimony prices [1]

Group 1 - The electric tool market is experiencing a significant shift towards cordless products, with a projected CAGR of 9.9% from 2020 to 2025, compared to a mere 2.1% for corded products [1] - By 2025, cordless electric tools are expected to account for 56.12% of the market share, indicating a high penetration rate of lithium battery technology [1] - In the outdoor power equipment (OPE) sector, the lithium battery OPE market is anticipated to grow to $12.515 billion by 2029, with a CAGR of approximately 7.05% from 2022 to 2029 [1] Group 2 - The growth in the lithium battery OPE market is expected to outpace the overall tool industry growth, driven by the increasing demand for professional-grade equipment and enhanced consumer education regarding lithium battery technology [1]

Core Viewpoint - The solid-state battery industry is accelerating its industrialization pace, with battery manufacturers and vehicle companies gradually optimizing their pilot lines, leading to continuous cost reduction across the supply chain and a potential explosive growth in downstream market demand [1] Equipment Investment Perspective - The core difference between the production processes of all-solid-state batteries and traditional liquid lithium batteries is the reconstruction of equipment value, particularly in the early and mid-stages of the process [1] - The front-end processes of all-solid-state batteries involve dry mixing and dry coating, which significantly increase the value proportion due to their compatibility with dry processing technology [1] - The mid-stage of solid-state battery production adopts a "stacking + electrode frame printing + isostatic pressing" technology route, replacing the traditional winding process and eliminating the liquid injection step, resulting in a slight increase in value proportion [1] - The back-end processes see a significant increase in single-machine value due to the high-pressure transformation of the formation stage and the enhanced requirements for the process environment [1]

Group 1 - The price of tungsten products is reaching new highs due to a decrease in supply influenced by the first batch of tungsten concentrate quotas and environmental inspections in China [1] - The increase in tungsten production from foreign mines such as Sandong and Dolphin is below expectations, while the Bakuta tungsten mine has started production but lacks local smelting capacity, necessitating transportation back to China for smelting before export [1] - The overall balance sheet for tungsten is tight, with a more pronounced supply gap overseas compared to domestic markets, leading to an optimistic price outlook [1] Group 2 - Antimony prices in the domestic market have nearly bottomed out, with the Ministry of Commerce responding to export license applications for antimony, indicating compliance reviews will be conducted [1] - Downstream terminal demand is currently at a low point, but expectations for reduced production in photovoltaic glass have been realized, and the traditional peak season for flame retardants is approaching in September and October [1] - If export demand recovers effectively alongside the upcoming peak season for flame retardants, it is expected to significantly boost domestic antimony prices [1]

Group 1 - The electric tool market is experiencing a significant shift towards cordless products, with a projected CAGR of 9.9% from 2020 to 2025, compared to a mere 2.1% for corded products. By 2025, cordless electric tools are expected to account for 56.12% of the market share [1] - The lithium battery outdoor power equipment (OPE) market is anticipated to grow to $12.515 billion by 2029, with a CAGR of approximately 7.05% from 2022 to 2029. This growth is driven by the increasing demand for professional-grade tools and consumer education on lithium battery technology [1] - Traditional tool companies are beginning to embrace embodied intelligence, with smart lawn mowers emerging as a key product category. These companies leverage their existing brand and distribution advantages to actively develop smart lawn mower products, which are expected to achieve superior sales performance [1]

中信建投证券股份有限公司 关于江苏帝奥微电子股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"、"本保荐机构"） 作为江苏帝奥微电子股份有限公司（以下简称"帝奥微"、"公司"）首次公开 发行股票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》《上海证券交易所上市公司自律监管指 引第 11 号——持续督导》等有关规定，对帝奥微首次公开发行部分限售股上市 流通事项进行了审慎核查，具体情况如下： 上市流通。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 6 月 批复》（证监许可〔2022〕1249 号），同意公司首次公开发行股票的注册申请。 公司首次公开发行人民币普通股 6,305 万股，并于 2022 年 8 月 23 日在上海证券 交易所科创板挂牌上市。公司首次公开发行 A 股前总股本为 189,150,000 股，首 次公开发行 A 股后总股本为 252,200,000 股，其中有限售条件流通股 195,263,160 股，占公司发行后总股本的 77 ...

Group 1 - The trend of securities firms closing or merging their branches is increasing, driven by cost reduction and resource optimization [1][3][6] - Changcheng Securities announced the closure of its Xiangyang Hanjiang North Road branch to enhance resource integration and promote wealth management transformation [3][4] - Guosen Securities has also announced the closure of 12 branches, with plans to further optimize its network [4][5] Group 2 - Several securities firms, including Fangzheng Securities and Debang Securities, have also announced branch closures to improve operational efficiency and support high-quality business development [5][6] - The closures are part of a broader industry trend towards digital transformation and a focus on online services, reflecting changing investor habits [6][7] - The number of branches among securities firms varies significantly, with some firms having over 100 branches while others have fewer than 5 [7][8]

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，中信建投证券在其发布的2024年度A股权益分派实施公告中，出现了出现严重笔误，将本该派发的约12.80亿元现 金红利，因标点符号使用不当，误写成了1279元，引发市场关注。 根据公告内容，中信建投证券计划以总股本7，756，694，797股为基数，向全体A股股东每股派发现金红利0.165元（含 税），合计应派发现金红利约12.80亿元（含税）。 其中，A股普通股股东（持股数6，495，671，035股）应获得现金红利约10.72亿元（含税）。然而，在关键的分红金额 表述上，本该是"1，279，854，641.51元"，却因错误的标点符号，变成了"1，279.854，641.51元"，直接导致金额从12 亿余元缩水至1279元，如此巨大的误差令人难以置信。 事实上，这并非中信建投证券首次出现此类严重失误。 早在今年7月1日，中信建投证券曾向用户群发分红短信，因未使用逗号或省略号，导致众多股民误以为自己获得了数万 元分红。 例如，有用户原本应得的分红为921.44元，却因短信错误显示为 ...