证券代码：300832 证券简称：新产业 公告编号：2026-009 深圳市新产业生物医学工程股份有限公司 关于公司高级管理人员减持计划时间届满暨减持结果的公告 公司高级管理人员刘海燕保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证本公告内容与信息披露义务人提供的信息一 致。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于 2025 年 9 月 30 日披露了《关于持股 5%以上股东、董事、高级管理人员减持股份的预披 露公告》（公告编号：2025-074，以下简称"减持计划"）。公司高级管理人员 刘海燕女士计划在减持计划公告之日起 15 个交易日后的 3 个月内通过集中竞价 交易方式减持本公司股份不超过 100,000 股（不超过本公司总股本的 0.0127%）。 若在减持计划公告日至减持时间区间届满日期间公司有送股、资本公积金转增股 本等股份变动事项，上述减持股份数量进行相应调整。 公司于 2025 年 11 月 7 日披露《关于持股 5%以上股东的一致行动人兼董事 减持计划实施完成的公告》（公告编号：2025-086），于 2026 ...

Core Viewpoint - Jinan City is implementing a new energy security strategy by developing virtual power plants as a key measure to promote green and low-carbon energy transition, aiming to establish a solid green foundation for high-quality economic and social development [1] Policy Innovation - The city has introduced a pilot work plan for the construction and operation of virtual power plants, establishing the first municipal virtual power plant service center to create a collaborative work framework among government, enterprises, and businesses [1] - Seven rounds of policy promotion and specialized discussions have been organized to align with enterprise needs and foster a conducive environment for the development of virtual power plants [1] Service Innovation - A "virtual power plant project leader" responsibility system has been implemented, forming a specialized service team of 30 members to provide full lifecycle service support for 28 virtual power plant enterprises, significantly aiding the development of emerging manufacturing, smart measurement, AI, and distributed resource operations [1] Technological Empowerment - The Shandong Province virtual power plant operation service platform is being leveraged to accelerate digital transformation and enhance system operation monitoring, early warning, and emergency response capabilities [1] - Active participation in national major science and technology projects and international standard formulation for virtual power plants is ongoing, promoting the application of cutting-edge technologies such as IoT, communication technology, AI, and blockchain [1] Demonstration and Breakthrough - Jinan has achieved full coverage of three types of virtual power plant spot trading and has innovatively constructed a sustainable profit model for "photovoltaic + energy storage" virtual power plants, contributing the "Jinan experience" to the provincial market mechanism [2] - A number of exemplary cases have been cultivated, with Jinan High-tech Industry Service Co., Ltd.'s virtual power plant selected as a typical case for 2025, and six other virtual power plants recognized as top experimental demonstration projects in Shandong Province [2] Scale and Efficiency - Currently, 14 virtual power plants have been built and put into operation in the city, with aggregated capacity and regulation capability reaching 2.003 million kilowatts and 656,000 kilowatts, respectively, accounting for 43% and 67% of the province [2] - During peak summer electricity usage, virtual power plants participated in spot trading, adjusting a total of 14.4074 million kilowatt-hours of electricity, providing strong support for the safe and stable operation of the power grid and promoting the consumption of renewable energy [2]

中新网重庆1月29日电 (罗永皓)川渝协同发展如何突破壁垒、打通"堵点"，让新兴产业走得更远、让创 新成果更快落地？ 正在进行的2026年重庆两会上，多位政协委员聚焦川渝产业与创新协同中的关键难题，从协同立法、数 字赋能、机制创新等角度建言献策，为成渝地区双城经济圈建设提供智慧与方案。 图为重庆 市政协六届四次会议开幕现场。中新网记者 周毅 摄 协同立法"护航"，助力战略性新兴产业"起飞" 2026年的重庆市政府工作报告提出，前瞻布局新兴产业、未来产业。探索推动超大城市低空综合治理改 革，打造低空经济创新发展强市。 卢燕平建议，两地深化空域管理改革，联合申请设立"成渝地区低空经济改革试验区"，争取国家授权管 理1000米(特定区域可至3000米)以下空域。同时，组建两级协同治理机构，建立常态化协同机制，推动 跨省低空飞行"常态化通行"。 卢燕平认为，应尽快健全法治保障体系，加快地方立法进程、建立川渝立法协同机制、完善动态修订机 制。她提议，两地共同制定《成渝地区低空经济协同发展条例》，实现飞行规则、技术标准、审批程 序、监管执法、责任认定"五个统一"。 针对基础设施布局失衡、技术标准与数据壁垒突出的问题，卢燕 ...

Core Insights - The report by Zhongzhi Consulting focuses on the strategic layout and development models of central enterprises controlling A-share listed companies in emerging industries, providing a systematic analysis of the layout logic and development paths of strategic emerging industries [1][12]. Group 1: Overview of Central Enterprises in Emerging Industries - Among 402 central enterprises controlling A-share listed companies, 64% can be classified as emerging industry enterprises, with nearly 80% concentrated in five key areas: new generation information technology, new materials, high-end equipment manufacturing, new energy, and biotechnology [1][18]. - The report highlights a significant underinvestment in critical areas such as industrial mother machines and chips, indicating a need for increased focus and resources in these sectors [1][18]. Group 2: Industry-Specific Analysis - The report emphasizes that over 40% of manufacturing emerging enterprises are transitioning towards new materials and high-end equipment manufacturing, showcasing significant industrial synergy effects [1][20]. - In terms of profitability, emerging industry enterprises contribute 26% of total operating revenue and 31.27% of total profit, with new generation information technology, new energy, and new materials showing particularly strong profitability [1][23]. Group 3: Strategic Positioning and Implementation Paths - The report identifies four business layout models: core business extension, establishment of emerging platforms, equity cooperation, and fund investment, which enterprises can combine based on their specific circumstances [2]. - It suggests a systematic cultivation framework of "assessment-layout-empowerment," advocating for a full-cycle evaluation mechanism and a tailored approach for each enterprise to optimize resource allocation and enhance competitiveness in emerging industries [2].

Investment Rating - The report gives a "Buy" rating for the company, marking its first coverage [13]. Core Insights - The company has been deeply engaged in the in vitro diagnostics field for thirty years, establishing a comprehensive product matrix of instruments and reagents with excellent performance. It has expanded horizontally into molecular diagnostics and biochemical diagnostics, solidifying its competitive advantage as a leader in chemiluminescence [3]. - As a pioneer in the overseas expansion of chemiluminescence, the company has seen rapid growth in overseas installations and revenue, exporting to 167 countries and establishing 14 overseas subsidiaries to enhance local operational capabilities. The report anticipates a performance acceleration phase in the next 3-5 years due to increasing domestic localization rates and faster entry into core hospitals and markets abroad [3]. Summary by Relevant Sections Chemiluminescence: Domestic and Overseas Growth - The global immunodiagnostics market is expected to grow from $18.9 billion in 2019 to $27.7 billion by 2024, with a compound annual growth rate (CAGR) of 8.0%. The Chinese market is projected to grow at a CAGR of 11.4% during the same period [8][33]. - In China, the market is expected to recover in 2026 after experiencing a decline in 2025 due to price reductions from centralized procurement and adjustments in value-added tax [8][41]. - The localization rate for chemiluminescence products has room for improvement, with over 70% already under centralized procurement. The localization rates for various categories are 66% for sex hormones, 59% for thyroid function, 53% for tumor markers, and 52% for glucose metabolism [8][47]. Product Performance and Market Share - The company maintains industry-leading product capabilities, with a coverage rate in top-tier hospitals increasing to 61%. It has developed a full range of products, including 12 models of instruments sold globally by mid-2025 [10]. - The innovative detection method has optimized reagent performance, achieving significant improvements in sensitivity and accuracy. The company’s market share in tumor markers and thyroid function projects is expected to grow significantly [10][84]. Overseas Market Localization and Growth - The company has established 14 overseas branches, focusing on localized operations. For example, in India, the company has built a robust agent network, with revenue expected to exceed 200 million yuan by 2024 [11]. - The overseas reagent segment is anticipated to be a significant growth driver, with overseas reagent revenue projected to reach 57% by 2024, compared to 80% in the domestic market [11]. Profit Forecast - The company is expected to achieve net profits of 1.65 billion yuan, 2.0 billion yuan, and 2.41 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding price-to-earnings ratios of 26X, 21X, and 18X [11].

Core Viewpoint - The transformation of saline-alkali land into productive agricultural areas is crucial for ensuring national food and ecological security, with the establishment of a national saline plant garden in the Yellow River Delta being a key strategy for comprehensive utilization of saline-alkali land [1][5]. Group 1: Saline-Alkali Land Potential - China has approximately 150 million acres of saline-alkali land, with Shandong province accounting for nearly 9 million acres, primarily located in the Yellow River Delta [3]. - Saline plants are considered "pioneer plants" that can survive in high-salinity environments, improve soil quality, and serve as a genetic resource for salt-tolerant crop breeding [3][5]. Group 2: National Saline Plant Garden - The saline plant garden is viewed as an important carrier for the comprehensive utilization of saline-alkali land, with a historical context of previous attempts to establish such a facility being hindered by urban planning changes [5][7]. - The current "14th Five-Year Plan" emphasizes the need for strengthening the protection of black soil and the comprehensive utilization of saline-alkali land, indicating a timely opportunity for the re-establishment of the national saline plant garden [5][8]. Group 3: Innovation and Ecosystem Development - Shandong has made significant progress in the comprehensive utilization of saline-alkali land, including the establishment of a genetic resource bank for saline plants and a digital breeding accelerator for salt-tolerant plants [5][7]. - The proposed saline plant garden should evolve beyond traditional roles to become a fusion of national strategic technology and ecological economy, incorporating various functional zones for resource protection, technology demonstration, and industry incubation [7][8]. Group 4: Policy and Strategic Recommendations - Despite advancements, challenges remain in the construction of the saline plant garden, including low strategic positioning, insufficient collaborative innovation, and limited government investment [8]. - It is recommended that the national saline plant garden be included as a key project in the Shandong Province's ecological protection and high-quality development plan, with supportive policies and mechanisms established to facilitate its development [8].

Group 1 - The event focused on the integration of AI with specialized and innovative enterprises, highlighting the need for collaboration among government, investment, and financial institutions [2] - Several national-level "little giant" enterprises showcased their technological breakthroughs and applications enabled by AI, such as Zhejiang Yingji Power Technology Co., which aims to enhance energy system efficiency and safety through AI [3] - Zhejiang Ganaiwei Medical Technology Co. developed a puncture navigation robot system that utilizes AI to improve precision in medical procedures, aiming to accelerate clinical transformation and market access for high-end medical devices [3] Group 2 - Current challenges in AI application include shallow implementation, organizational misalignment, and difficulties in transformation, with local government emphasizing the importance of deep integration of AI for industrial advancement [4] - Cultural "soft infrastructure" is crucial for the successful implementation of AI, as 62% of AI projects fail due to organizational resistance, necessitating upgrades in strategy, culture, and branding for specialized enterprises [4] - The event was organized by various local government and business entities to create a platform for effective communication and collaboration, focusing on real business needs and exploring new cooperation pathways [4] Group 3 - Hangzhou Shichan Investment Group has been focusing on hard technology and intelligent manufacturing, having invested in multiple specialized enterprises and established 70 industry funds totaling over 65 billion [5] - The group plans to launch a new fund of 1 billion to support early to mid-stage specialized enterprises in critical phases of research and market expansion, contributing to Hangzhou's goal of becoming a national hub for specialized and innovative enterprises [5]

Core Insights - The report highlights that 64% of the 402 central enterprise-controlled A-share listed companies are involved in strategic emerging industries, with a significant concentration in new generation information technology, new materials, and high-end equipment manufacturing [1][31] - The analysis reveals that while profitability is strong in new generation information technology and renewable energy sectors, there is a notable lack of investment in critical areas such as industrial mother machines and chips [1][28] - The report identifies four business layout models for emerging industries, emphasizing the need for dynamic adjustment of strategies based on project phases [2][25] Group 1: Industry Overview - 64% of central enterprise-controlled A-share listed companies are engaged in strategic emerging industries, indicating a proactive approach to developing new business areas [1][31] - Nearly 80% of these companies are concentrated in five key sectors: new generation information technology, new materials, high-end equipment manufacturing, renewable energy, and biotechnology [1][31] - The report notes that while service industries like information transmission and manufacturing are actively transitioning to "new" models, the integration of productive services is lagging [1][34] Group 2: Profitability and Investment - New generation information technology, renewable energy, and new materials show strong profitability, with return on equity (ROE) in marine equipment exceeding the average level [1][40] - The report states that strategic emerging industry enterprises have a higher research and development (R&D) investment intensity compared to traditional industries, particularly in new generation information technology and aerospace [1][50] - The average ROE for central enterprise-controlled A-share listed companies is 3.33%, with sectors like renewable energy and marine equipment showing higher ROE [1][45] Group 3: Business Layout Models - The report outlines four business layout models: main business extension, establishment of new platforms, equity cooperation, and fund investment, each with its own advantages and challenges [2][25] - The main business extension model relies on existing strengths but lacks flexibility, while the new platform model encourages innovation but faces management challenges [2][25] - The equity cooperation model allows for rapid shortfall supplementation but presents integration difficulties, whereas the fund investment model diversifies risk but has weaker control [2][25] Group 4: Strategic Recommendations - The report suggests establishing a full-cycle evaluation and diagnosis mechanism for strategic emerging industries to enable dynamic decision-making [2][25] - It recommends implementing a "one enterprise, one policy" approach to adapt strategy tools in phases and optimizing resource allocation to support innovation and capital collaboration [2][25] - The need for a new type of production relationship that aligns with new quality productivity is emphasized to stimulate organizational vitality [2][25]

Core Viewpoint - The copper industry in Henan is poised for significant development opportunities as the provincial government emphasizes upgrading traditional industries, including steel, coal, and non-ferrous metals [1] Group 1: Industry Performance - In 2025, China's non-ferrous metal industry is expected to stabilize and recover, with profits from large-scale enterprises reaching 448.62 billion yuan, a year-on-year increase of 15.9% [2] - The copper industry, as the second-largest sector in Henan's non-ferrous metals, has surpassed a production value of 100 billion yuan, closely linked to the province's industrial technology development [2] Group 2: Supply and Demand Dynamics - The global copper market is experiencing unprecedented production challenges on the supply side, while demand is surging, particularly from emerging industries such as renewable energy, artificial intelligence, and 5G communications [3] - Copper is referred to as the "blood vessel of industry," essential for developing new productive forces, with Henan's manufacturing scale providing ample application scenarios for copper processing [3] Group 3: Future Development Strategies - Henan can focus on selecting 3-5 key industrial chains with strong foundations and potential within trillion-yuan industrial clusters, implementing "collaborative innovation" actions [4] - The province aims to establish a provincial-level collaborative innovation fund to support leading enterprises in forming innovation alliances with universities and research institutions [4] Group 4: Logistics and Supply Chain Optimization - Henan is transitioning from a "geographical center" to an "economic circular core," with improvements in multi-modal transport systems expected to reduce logistics costs and enhance the attractiveness of high-end manufacturing and bulk commodity trade [5] - There is potential for further reduction in logistics costs for manufacturing enterprises, particularly in the "last mile" connectivity, which can be improved through integrated transport networks [6] Group 5: Market Positioning and Global Integration - As a major copper processing country, China accounts for over 50% of global refined copper production, but has historically relied heavily on imported raw materials and lacks sufficient pricing power in the industry [6] - With the growth of Henan's port hub economy, copper processing enterprises are expected to access overseas copper resources more economically and facilitate the distribution of finished products to national and global markets [6]

Healthcare Projects - The establishment of the National Emergency Medical Rescue Base in Shaanxi will significantly enhance emergency medical rescue capabilities in the region, improving the response to public health emergencies [3] - The construction of a Chinese and Western Medicine Collaborative Hospital in Xi'an aims to innovate service models and improve treatment capabilities for complex diseases, with a total investment of approximately 193 million yuan [6][4] Economic Development Initiatives - The Oriental Kemei Biopharmaceutical Collagen Protein R&D and Production Base will occupy 50.031 acres with a total investment of 650 million yuan, expected to generate an annual output value of around 1 billion yuan upon reaching full production [9] - The Nanshan Holdings Advanced Equipment Industrial Park, with a total investment of 498 million yuan, focuses on high-end equipment manufacturing and is expected to create a demonstration zone for advanced manufacturing [11] High-end Manufacturing Projects - The Zhongtian Yuanhang Plant Protection Drone Assembly Base, with an investment of approximately 200 million yuan, aims to produce 2,000 medium and large drones annually, enhancing the regional high-end equipment manufacturing industry [12] - The Hydrogen Fuel Cell Membrane Electrode Production Base, with an investment of 20 million yuan, will establish the first automated production line in Northwest China, contributing to the hydrogen energy industry [13] - The Nuclear Power Station Soft Sealing Product R&D and Production Base, with a total investment of 530 million yuan, is expected to generate an annual output value of around 600 million yuan and create over 500 jobs [16] - The Kelongda Aircraft APU Overhaul and Maintenance Project will provide specialized maintenance services for the aviation industry, with the first phase nearing completion [17]