晚报 | 9月2日主题前瞻

Group 1: Tungsten Market - Tungsten concentrate prices surged by 12,000 yuan to 264,000 yuan per ton on September 1, marking a 4.76% increase, with a cumulative rise of nearly 35% over the past two months [1] - Supply constraints due to reduced mining quotas and declining ore grades are supporting prices, while stable domestic demand primarily driven by essential purchases is also a factor [1] - The manufacturing sector is expected to enter a peak demand season, making it likely for tungsten prices to rise further [1] Group 2: Solid-State Battery Industry - A leading solid-state battery equipment manufacturer reported nearly 100 million yuan in new orders last year, with 400-500 million yuan in orders for the first half of this year, and expects to exceed 1 billion yuan in total orders for the year [2] - The solid-state battery industry is projected to grow at over three times annually, with significant capital movements noted recently [2] - By 2025, solid-state battery shipments are expected to surpass 10 GWh, with major technological breakthroughs anticipated in the next 2-3 years [2] Group 3: Industrial Mother Machine Standards - The National Standardization Administration and the Ministry of Industry and Information Technology have issued a plan to establish a high-quality standard system for industrial mother machines by 2026 [3] - The plan aims to accelerate the development of standards for high-end industrial mother machines and key components, with a complete standard system expected by 2030 [3] - The industrial mother machine sector is experiencing strong growth, with revenue and profit in the machinery industry showing higher growth rates than the national average [3] Group 4: Foldable Smartphone Market - Huawei announced the launch of the MateXTs foldable smartphone, which is the second flagship foldable phone globally, featuring satellite communication and 5G technology [4] - The global foldable smartphone market is projected to reach approximately 19.83 million units by 2025, with a compound annual growth rate of 7.8% expected through 2029 [4] - China has become the largest market for foldable smartphones, expected to maintain over 40% of the global market share in the coming years [4] Group 5: Laser Technology - A research team at Zhejiang University has developed the world's first electrically driven perovskite laser, which shows significant advantages in threshold current and stability [5] - The new laser technology is expected to have applications in data transmission, computing, and biomedical fields, highlighting the importance of laser technology in various industries [5] Group 6: High-Temperature Alloy Development - The GH2070P and GH4070T high-temperature alloy materials have successfully passed the review for use in supercritical demonstration projects, marking a significant breakthrough in high-parameter thermal power generation technology [6] - This development is expected to alleviate current limitations in high-parameter thermal power generation, supporting the high-quality development of the national energy sector [6]