摘要 向需求增速要利润修复、要高端溢价。 今年，磷酸铁锂行业密集披露新增产能规划，到了四季度新增规划总和已轻松突破百万吨。 同时，磷酸铁锂行业性集体提价正在谋求落地。 | 扩产主体 | 产能规模 | 关键特点 | 状态与时间 | | --- | --- | --- | --- | | 富临精工 | | 新型高压实密度磷酸 | 2025年10月29日公告,项目 | | (江西升华) | 年产35万吨 | 铁锂 - | 分两期。 | | 邦普时代 | | 第四代(新一代) 碟 | 2025年4月开工,预计2025 | | (宁德时代 关联公司) | 年产45万吨 | 酸铁锂 | 年12月底投产。 | | | 年产32万吨 | | | | | 磷酸锰铁锂 +7.5万吨超 | | | | 湖南裕能 | 长循环磷酸 | 高端产品组合,并向 | 2025年12月11日公告定増获 | | | 铁锂 | 上游磷酸铁延伸 | 通过。 | | | + 10万吨磷 | | | | | 酸铁 | | | | | 新 的在立8万 | 11 | | | | 小日十八 吨纳米级磷 | 纳米级磷酸铁锂(设 | 2025年11月6日环评拟审批 ...

Policy - The Central Economic Work Conference emphasized the implementation of a new round of high-quality development actions for key industrial chains, focusing on innovation-driven growth and the establishment of international technology innovation centers in major regions [1] - Xiamen's 14th Five-Year Plan suggests strengthening efficient supply of computing power, algorithms, and data, promoting digital transformation across the city, and enhancing the integration of the digital economy with the real economy [1] Investment Activities - Shanghai Future Industry Fund plans to invest in five sub-funds, including Shanghai Lianxue Venture Capital and Shanghai Innovation Workshop Venture Capital [4] - Zhongqi Technology completed a financing round of over 500 million RMB, with participation from various institutional investors [7] - Star Source Intelligent Robot completed a financing round exceeding 100 million RMB, focusing on multi-modal spatial intelligence [9] - Ling Sheng Technology completed approximately 100 million RMB in Pre-A financing, aimed at accelerating the development of brain-like technology [10] - Zhuoyue Intelligent completed 200 million RMB in C round financing, focusing on intelligent drone systems [11] Market Developments - Moore Threads is set to unveil a new generation GPU architecture at the upcoming MUSA Developer Conference [13][14] - China Shipbuilding Special Gas announced an investment of approximately 870 million RMB for a project to produce high-purity hydrogen sulfide and other electronic gases [14] - Xingfu Electronics plans to invest 480 million RMB in a project for electronic-grade phosphoric acid, driven by increasing demand in semiconductor manufacturing [14] - Tongyizhong intends to invest about 198 million RMB in a project for ultra-high molecular weight polyethylene fiber, expanding its applications in various fields [15]

Group 1 - Honghua Digital intends to acquire 49% equity of Shandong Yingkejie for 105 million yuan, resulting in full ownership of the company, which specializes in industrial inkjet technology [1] - Xue Ren Group's metal plate fuel cell stack project has passed final acceptance, delivering complete technical documentation and meeting performance requirements [2] - PIANO's controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - COSCO SHIPPING Specialised Carriers plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [4] - Jieshun Technology has won a management project for an underground parking lot, expecting over 70 million yuan in revenue by the end of the contract in 2031 [5] - Aerospace Rainbow is collaborating with Zhongtian Rocket to establish a company focused on artificial weather modification technology with a total investment of 50 million yuan [6] Group 3 - Purun Co. intends to acquire 49% equity of Nuoya Changtian through a combination of shares, convertible bonds, and cash, making it a wholly-owned subsidiary [7] - Dongfang Yuhong plans to sell a commercial property for 10.12 million yuan, expecting a significant asset disposal loss [8] - Tianqi Lithium is applying for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [9] Group 4 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [10] - ST Yishite's controlling shareholder will transfer 4.18 million shares to Hubei Jingjiang Industrial Investment Group, changing the actual controller to the Jingzhou State-owned Assets Supervision and Administration Commission [11] - Dongwei Technology's directors and key technical personnel plan to reduce their holdings by up to 1.11% of the company's shares [12] Group 5 - Guojin Securities shareholders plan to reduce their holdings by a total of 0.72% of the company's shares [23] - Hongde Co. controlling shareholder and associated parties plan to reduce their holdings by up to 3% [24] - Aopu Mai's restructuring plan to acquire 100% of Pengli Bio has been approved by the exchange [26] Group 6 - Kosen Technology intends to sell 100% of Kosen Medical for 915 million yuan due to challenges in its business environment [28] - Rongsheng Petrochemical's subsidiary plans to transfer 100% of Rongsheng Energy (Zhoushan) to Rongsheng Holdings [29] - Jingji Zhino reported a cumulative sales revenue of 3.464 billion yuan from pig sales in the first 11 months of 2025 [30]

Group 1 - Trump announced that Nvidia is allowed to export H200 AI chips to "approved customers" in China, with the U.S. requiring a 25% revenue share from sales, applicable to companies like AMD as well [2] - The White House economic advisor Hassett stated that Trump will announce numerous positive economic messages and advocated for continued interest rate cuts by the Federal Reserve, emphasizing that the extent of cuts should depend on data [2] - Trump plans to introduce a "One Rule" executive order to streamline regulations for AI businesses, asserting that companies should not need separate approvals from all 50 states for operations [2] Group 2 - The Dow Jones fell by 0.45%, the Nasdaq decreased by 0.14%, and the S&P 500 dropped by 0.35%, with most large tech stocks declining [3][4] - Notable declines included Tesla down over 3%, Google down over 2%, and Amazon down over 1%, while Nvidia and Microsoft saw gains of over 1% [3][4] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Baidu up over 3% and Xpeng up over 2%, while Netease fell over 2% [3] Group 3 - WTI crude oil futures fell by $1.20, nearly 2%, closing at $58.88 per barrel, while Brent crude oil futures dropped by $1.26, or 1.98%, to $62.49 per barrel [5][7] - Spot gold decreased by 0.13% to $4190.48 per ounce, and spot silver fell by 0.22% to $58.13 per ounce [5][7] Group 4 - OpenAI reported a 143% increase in global paid enterprise users, with over 100,000 companies using its AI products, and employees saving 40 to 60 minutes daily using AI [11] - The technology sector saw an 11-fold increase in AI usage, with rapid growth in international markets like Germany and Japan [11] Group 5 - Paramount announced a hostile takeover bid for Warner Bros. at $30 per share, totaling $108.4 billion, following Netflix's recent agreement to acquire part of Warner's core business [12] - Trump expressed his intention to be involved in the Netflix acquisition decision, citing concerns over market share [12] Group 6 - Apple’s hardware technology senior vice president denied rumors of leaving the company, while the iPhone 17 Pro series saw a price drop, with the Pro model reduced from 8999 yuan to 8699 yuan [13]

格隆汇12月8日丨东威科技(688700.SH)公布，因个人资金需求，石国伟先生、江泽军先生计划自本公告 披露之日起15个交易日后的3个月内，在符合相关法律法规规定的减持前提下，根据市场情况拟通过集 中竞价和大宗交易方式减持其所直接持有的公司股份，分别不超过500,000股和2,800,000股，合计减持 股份总数不超过3,300,000股，占公司总股本比例不超过1.11%。董事石国伟先生个人减持股份总数占其 本次减持前所持有公司股份总数的比例不超过25%。 ...

科锐国际：控股股东泰永康达拟减持不超过3%公司股份 (本文来自第一财经) 长江电力：近期控股股东中国三峡集团增持28.84亿元公司股份 中富电路：控股股东、实际控制人之一致行动人中富电子、睿山科技、泓锋实业拟合计减持不超3%股 份 *ST绿康：股东江苏百兴拟减持不超3%公司股份 中自科技：股东银鞍岭英拟减持不超3%公司股份 宏德股份：控股股东及其一致行动人拟合计减持不超3%股份 经纬辉开：董事陈建波拟减持不超2.50%股份 东威科技：董事及核心技术人员拟合计减持不超1.11%股份 国信证券：华润信托和一汽投资拟合计减持不超0.72%公司股份 海格通信：股东杨海洲拟减持不超0.14%公司股份 香飘飘：大股东杨冬云拟减持不超0.10%公司股份 天际股份：控股股东汕头天际12月8日减持351.99万股 永辉超市：持股5%以上股东一致行动人12月4日-12月8日减持9075万股 闻泰科技：股东无锡国联集成电路投资中心11月27日至12月8日期间减持1184.5万股 ...

人民财讯12月8日电，东威科技(688700)12月8日公告，董事石国伟(持股388.04万股，占公司总股本的 1.3%)、核心技术人员江泽军(持股479.45万股，占公司总股本的1.61%)因个人资金需求拟合计减持不超 过330万股，占公司总股本的1.11%。 ...

重要内容提示： 大股东及董监高持有的基本情况 截至本公告披露日，昆山东威科技股份有限公司（以下简称"公司"）董事 石国伟先生直接持有公 3,880,382 股股份，占公司总股本的 1.30%，其中， 2,118,182 股为公司首次公开发行并在科创板上市前的股份，1,762,200 股来源 于权益分派资本公积转增股本。核心技术人员江泽军先生直接持有公司 4,794,468 股股份，占公司总股本的 1.61%，其中 2,491,927 股为公司首次公开 发行并在科创板上市前的股份，2,302,541 股来源于权益分派资本公积转增股本。 减持计划的主要内容 因个人资金需求，石国伟先生、江泽军先生计划自本公告披露之日起 15 个交易日后的 3 个月内，在符合相关法律法规规定的减持前提下，根据市场情况 拟通过集中竞价和大宗交易方式减持其所直接持有的公司股份，分别不超过 500,000 股和 2,800,000 股，合计减持股份总数不超过 3,300,000 股，占公司总 股本比例不超过 1.11%。董事石国伟先生个人减持股份总数占其本次减持前所持 有公司股份总数的比例不超过 25%。 证券代码：688700 证券简称 ...

每经AI快讯，"A股绿色报告"项目监控到的数据显示，东威科技（SH688700）实验室项目环评审批获原 则同意。该项目总投资额达500万元。该审批信息于2025年11月26日被相关监管机构披露。 （文章来源：每日经济新闻） ...

电子电路展组委会相关负责人向《证券日报》记者介绍，作为电子电路行业的"风向标"，本届展会创下 多个细分领域的展示纪录，设立了设备供应商、智能制造专区、线路板制造商等九大展区，其中"封测 技术专区"与"精密配件及元件专区"为首次增设，成为展会最热门的"打卡点"。 在环保洁净专区，深圳市龙德兴业科技（002674）有限公司带来的"微蚀液在线循环及铜回收系统设 备"引发广泛关注。工作人员介绍，在PCB、FPC（柔性电路板）生产线中，当微蚀液中的铜离子浓度 累积至一定阈值后，会显著抑制蚀刻反应速率，导致蚀刻效果下降，此时该液体即转化为需排放的废 液。通过微蚀废液循环再生回用与铜回收系统进行处理和调配，可使失效的微蚀液实现铜资源的有效回 收，同时再生后的蚀刻液可返回产线循环使用，从而达成废液的资源化与减量化目标。 在智能制造展区内，昆山东威科技股份有限公司（以下简称"东威科技"）展出的PCB高端蚀刻设备同样 吸睛。该设备搭载了智能点喷补偿系统，配合独特专利设计超级真空吸刀和二流体蚀刻技术，蚀刻均匀 性保证96%以上。 东威科技技术负责人何闪告诉《证券日报》记者："这套系统刚交付中国台湾某头部客户，实际应用中 均匀性已达 ...