在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 以技术为根穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业越要回归本质：产品的领先 ...

在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 作为公司近年来重点投入的赛道，固态电池被金亚东视为长阳科技未来十年的增长引擎。早在2021年， 公司就开始布局固态电池材料，是国内较早切入该领域的企业之一。尽管当前行业仍处早期，技术路线 尚未收敛，但金亚东判断，从半固态到全固态的演进是确定性的方向。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 ● 本报记者杨梓岩 以技术为根穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力， ...

在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 "材料行业是长周期行业，真正的价值不在于一城一池的得失，而在于能否在关键技术节点完成卡 位。"金亚东表示，尽管2025年前三季度业绩承压，但公司毛利率逆势提升至30.58%，第三季度单季净 利率转正至1.13%，释放出企稳信号。在这位兼具科学家素养与企业家智慧的管理者带领下，长阳科技 正从"单项冠军"向"平台型企业"稳步转型。 ● 本报记者 杨梓岩 以技术为根 穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业 ...

Core Insights - Ningbo has demonstrated robust economic growth, achieving a GDP of 1.35 trillion yuan in the first three quarters of 2025, with a year-on-year increase of 5.0% [1] - The city is home to 119 national manufacturing champions, maintaining its position as the leader in this category for eight consecutive years [2][3] - Emerging industries such as artificial intelligence, robotics, and high-tech services have seen significant investment growth, with increases of 9.3%, 41.2%, and 56.7% respectively [1] Economic Performance - Ningbo's GDP reached 1.35 trillion yuan in the first three quarters of 2025, reflecting a 5.0% year-on-year growth [1] - The city has a diverse economic structure, with strong performance in manufacturing, foreign trade, and logistics [1] Innovation and Technology - Approximately 90% of R&D institutions, personnel, and investments, as well as over 80% of invention patents, originate from enterprises in Ningbo [2] - The number of high-tech enterprises in Ningbo has reached 8,855, with an average annual growth rate exceeding 30% over the past three years [2] - Ningbo's innovation landscape includes significant contributions from companies like Long阳科技, which has captured a 55% market share in optical reflection films globally [3] Industry Development - The humanoid robot industry in Ningbo has expanded rapidly, with the number of companies capable of producing humanoid robots increasing from 3 to 8 since 2025 [5] - The city has established a strong presence in the new energy vehicle supply chain, housing 22 single-item champions and 97 specialized "little giant" enterprises [4][5] Financial Support and Investment - The financial sector in Ningbo has shown robust growth, with a value added of 1,224.3 billion yuan in the first three quarters of 2025, marking a 13.8% increase [12] - As of October 2025, the balance of loans to the manufacturing sector reached 8,175.3 billion yuan, a 7.3% year-on-year increase [12] - Ningbo has implemented various financial tools to support technology-driven enterprises, including loans and financing policies [12][19] Market Expansion - Ningbo's exports to Central and Eastern European countries reached 45.45 billion yuan in the first three quarters of 2025, growing by 7% [11] - The city has organized over 300 enterprises to participate in exhibitions across 12 countries, achieving an intended transaction amount exceeding 500 million USD [10] Strategic Initiatives - Ningbo aims to establish 10 national-level innovation platforms and over 1,000 provincial-level R&D institutions by 2030 [7] - The city has introduced policies to enhance the integration of technology and industry, focusing on core technology breakthroughs and high-end brand development [14][16]

Core Viewpoint - In 2025, Changyang Technology achieved significant advancements in research and development, marking a fruitful year for the company as it entered the "Top 500 Private Enterprises for Invention Patents" list in China, focusing on innovative materials like solid-state battery composite membranes and MiniLED high-gain reflective films [2][3] Strategic Restructuring - The company is shifting its development focus from "import substitution" to "uniqueness," aiming for breakthroughs in original technology and value creation [3] - In 2023, Changyang invested 190 million yuan in dry separator technology, but faced challenges due to unexpected industry changes, prompting a reassessment of its development path [2][3] Innovation Upgrade - Changyang is enhancing its R&D capabilities by expanding its team by over 40% and focusing on solid-state battery membranes and AI material applications [4][5] - The company has implemented a multi-layered R&D empowerment system, including long-term profit-sharing policies for core R&D teams and partnerships with top universities and research institutions [5][6] Future Layout - The company aims to create "AI for materials," focusing on unique innovative products and building a competitive moat through deep technological barriers [7][8] - Changyang is positioned to capitalize on structural opportunities in new energy and display technology, with a key focus on solid-state battery commercialization between 2025 and 2026 [8][9]

格隆汇12月29日丨长阳科技(688299.SH)在投资者互动平台表示，公司产品暂时未应用在"商业航天"领 域，公司会关注相关领域的发展情况。 ...

Group 1 - The core viewpoint of the article highlights that Changyang Technology has established itself as a supplier for major domestic and international panel and terminal companies, including Samsung, LG, BOE, and Innolux, due to its high-quality products and fast delivery capabilities [1] Group 2 - The company emphasizes its competitive advantages in quality and supply speed, which have contributed to its partnerships with well-known enterprises in the industry [1]

Core Viewpoint - Fosun Pharma's subsidiary Shanghai Fuhong Hanlin Biotechnology Co., Ltd. has received FDA approval to conduct Phase I clinical trials for HLX18, a recombinant anti-PD-1 humanized monoclonal antibody injection for the treatment of various solid tumors [1] Group 1: FDA Approval and Clinical Trials - The FDA has approved HLX18 for clinical trials, which is a biosimilar to Nivolumab [1] - The Phase I clinical trial will target multiple indications including melanoma, non-small cell lung cancer, malignant pleural mesothelioma, renal cell carcinoma, classical Hodgkin lymphoma, head and neck squamous cell carcinoma, urothelial carcinoma, gastric cancer, gastroesophageal junction cancer, esophageal adenocarcinoma, esophageal cancer, colorectal cancer, and hepatocellular carcinoma [1]

经与会董事讨论，会议形成以下决议： 1、审议通过了《关于选举代表公司执行事务的董事暨法定代表人的议案》 根据《中华人民共和国公司法》和《上市公司章程指引》《公司章程》等相关法律、行政法规、规范性 文件的规定，同意选举陈国华先生为代表公司执行事务的董事并担任法定代表人，任期自本次董事会审 议通过之日起至第四届董事会届满之日止。本次选举后，公司法定代表人未发生变更。 审议结果：9票同意，0票反对，0票弃权。 2、审议通过了《关于确认公司第四届董事会审计委员会成员及召集人的议案》 根据《中华人民共和国公司法》和《上市公司章程指引》《公司章程》等相关法律、行政法规、规范性 文件的规定，确认公司第四届董事会审计委员会成员为：周夏飞女士（独立董事）、邵雷雷先生（独立 董事）、陈国华先生，其中独立董事周夏飞女士任召集人。上述审计委员会成员任期自本次董事会审议 通过之日起至第四届董事会届满之日止。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 浙江亚光科技股份有限公司(以下简称"公司")第四届董事会第七次会议于202 ...

格隆汇12月16日｜有投资者在互动平台向长阳科技提问：请问贵司的CPI薄膜是否已通过京东方、华为 等头部企业的验证？请问贵司投建的首条CPI薄膜生产线是否到随时可投产阶段？ 长阳科技回复称，公司CPI项目正在建设中，公司将加快CPI薄膜(透明聚酰亚胺薄膜)项目的开发与验证 速度。 ...