2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 来产业共性需求特设6大展区， N3 先进电池与能源材料展区 聚焦 固态 电池 、钠电池、钙钛矿 等 ， 欢迎咨询：18957804107 【DT新材料】 获悉， 近日， 上海格派镍钴材料股份有限公司 （以下简称"格派镍钴"）宣布完成F轮融资，获投金额近亿元。 近年来，公司加速向固态电池下游延伸，已建成标准化固态电解质固相反应中试线，具备从材料合成到电芯制备的全流程开发能力。 在固态电解质方面 ，格派镍钴开发了复合固态电解质（SSE）和准固态复合电解质（QSSE）。其准固态电解质在室温下电导率可达10⁻² S/cm，锂离子迁移数高达 0.75，电化学窗口约4.8 V。借助PTFE复合薄膜，该材料在锂金属/ LiFePO₄全电池中实现133 mAh/g的比容量及98.6%的库仑效率。 同时，公司研发的MOF原位聚合复合电解质膜，在室温下离子电导率超过10⁻⁴ S/cm，锂离子迁移数0.77，电化学窗口高达5.67 V，并能有效抑制锂枝晶生长，使 电池在1.0 C倍率下达到124.2 mAh/g的比容量，库仑 ...

证券日报网讯 12月30日，逸豪新材（301176）在互动平台回答投资者提问时表示，公司PCB产品已与 LG、三星、格力电器（000651）、TCL、聚飞光电（300303）、视源股份（002841）、兆驰股份 （002429）等优质品牌厂商建立了稳定的合作关系。公司目前未有商业航天领域的客户。 ...

Core Viewpoint - The company, Meilixin Technology, has established a joint venture with Taiwan's Juyuan Innovation to enhance its liquid cooling business, while also engaging in discussions with Intel for advanced cooling solutions in high-performance computing [1][2]. Group 1: Liquid Cooling Business Development - Meilixin has formed a joint venture named Xinchang Zhileng (Anhui) Precision Technology Co., Ltd. with Juyuan Innovation, completing the registration on December 29 [1]. - The company has received a sample order for AMD's next-generation high-performance CPU water cooling board and aims for mass production by Q1 2026 [2]. - Intel's delegation visited Meilixin to discuss advanced cooling technologies, with plans to develop solutions for high-power AI servers [2]. Group 2: Market Potential and Strategic Positioning - Meilixin's liquid cooling products are expected to expand from communication base stations to computing and energy storage applications, with a focus on extreme cooling scenarios [3]. - The company is positioned to leverage synergies between its communication and liquid cooling sectors, targeting high-power base station cooling solutions [4]. - The domestic telecom operators are projected to invest nearly 20 billion in 5G-A plans by 2025, providing significant growth opportunities for Meilixin's communication and liquid cooling segments [4]. Group 3: Diverse Business Segments - Meilixin's operations span four main sectors: communication, automotive, semiconductor, and liquid cooling, with a concentrated push expected in 2026 [4]. - In the automotive sector, Meilixin has established a decade-long partnership with Tesla and is also supplying components to other major North American manufacturers [5]. - The semiconductor business has seen Meilixin stabilize its position within the supply chains of leading industry players, enhancing its capabilities from individual components to system-level modules [4].

格隆汇12月30日丨逸豪新材(301176.SZ)在互动平台表示，公司PCB产品已与LG、三星、格力电器、 TCL、聚飞光电、视源股份、兆驰股份等优质品牌厂商建立了稳定的合作关系。公司目前未有商业航天 领域的客户。 ...

Core Insights - Haier Smart Home has transferred a total of 49% equity in Haier India to India's Bharti Group and US-based Warburg Pincus, while retaining 49% for itself and allocating 2% to the local management team's long-term incentive plan, reflecting a strategic move in a complex international environment [1][10][11] Transaction Structure and Strategic Alliance - The equity restructuring marks a strategic adjustment for Chinese home appliance companies in the Indian market, forming a tripartite equity structure among Haier, Bharti Group, and Warburg Pincus, with a focus on resource integration [2][12] - Haier India has been operating in the Indian market for over 20 years, achieving sales of ₹89 billion (approximately $1.03 billion) in 2023, a 33% year-on-year increase, prompting the decision to introduce external capital during a growth phase [2][12] - A significant valuation discrepancy exists between the rumored $2 billion and the actual transaction valuation of $720 million (approximately ₹60 billion), influenced by high brand usage fees paid to the parent company and cautious expectations from international investors regarding the Indian appliance market [2][12] Strategic Motivations: Localization and Capital Synergy - The introduction of local strategic investors and international capital is a strategic response to the complex market environment, particularly following India's 2020 foreign investment policy changes requiring government approval for investments from neighboring countries [4][14] - The partnership with Bharti Group alleviates regulatory pressures and facilitates future capacity expansion and new industrial park construction, addressing significant constraints on Haier India's growth [4][14] - The competitive landscape in the Indian appliance market includes international brands like LG and Samsung dominating the high-end market, local brands like Lloyd and Godrej in the mid-to-low end, and Chinese brands like Haier and Midea competing through cost-effectiveness and product innovation [4][14] Capital Synergy and Future Outlook - Haier India aims to achieve sales of ₹115 billion by 2025, necessitating substantial funding for product development, channel expansion, and brand building, with Warburg Pincus providing not only capital but also global management experience [5][15] - The equity restructuring is expected to pave the way for Haier India's potential IPO within the next two years, enhancing its attractiveness in the capital market [6][18] - The restructuring may serve as a reference for other Chinese appliance companies looking to invest in India, suggesting that establishing closer local ties through local strategic investors could be an effective strategy for globalization [6][18] Broader Implications - The equity restructuring of Haier India reflects the common challenges faced by global enterprises in adapting to diverse market policies and competitive dynamics while protecting core technologies and management control [8][19] - The collaboration with Warburg Pincus and Bharti Group represents a strategic innovation for global enterprises to navigate local markets, highlighting the importance of balancing globalization and localization for sustainable growth [8][19]

作者 | 李 佳 编辑 | 硬 AI 一年一度的消费电子展（CES）即将于下周在拉斯维加斯拉开帷幕，英伟达、三星、联想等科技巨头将面临一场关键考验：向普通消费者证明AI硬件值得买单。 这场年度科技盛会将不再局限于概念展示，而是成为检验AI产品真实市场需求的重要试金石，企业需要向市场证明，AI不仅能"做出来"，更能"卖出去"。 1月6日至9日举行的CES展会上， 英伟达首席执行官黄仁勋将展示AI底层技术，而三星、联想、AMD等厂商则将推出大量以AI为核心卖点的消费级产品。 此前， Humane AI Pin和Rabbit R1等AI硬件产品因评测不佳遭遇商业失败，给行业敲响警钟。 本届展会将集中展示AI智能眼镜、人形机器人、可穿戴设备等硬件产品 。主办方美国消费技术协会专门划出整个展厅用于机器人展示，凸显这一品类的重要性。 01 AI眼镜成为焦点之一 智能眼镜将是本届CES的核心焦点之一。 据彭博社报道，展会上预计将涌现大量AI驱动的眼镜产品。Snap和苹果均计划在2026年底前推出各自的智能眼镜产 品，延续由Meta等公司推动的这一品类热度。 尽管Meta和Snap均确认参展，但主要硬件发布预计将来自Xrea ...

Core Viewpoint - The article highlights the significance of the 2026 Future Industries New Materials Expo (FINE2026), focusing on five common demands in future industries, including advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [1]. Group 1: Event Overview - FINE2026 will feature an advanced semiconductor exhibition area, showcasing next-generation semiconductors such as diamond, silicon carbide, and gallium oxide, along with crystal growth, ultra-precision processing, and advanced packaging [1][3]. - The expo is scheduled to take place from June 10 to June 12, 2026, and will host over 800 participating companies, 200 research institutions, and 30 thematic forums covering various sectors like robotics, low-altitude economy, consumer electronics, and aerospace [4]. Group 2: Company Developments - ShangSai (Huanggang) New Materials Co., Ltd., a subsidiary of Wuhan ShangSai Optoelectronics Technology Co., Ltd., specializes in the research, production, and sales of new OLED materials, including fluorescent and phosphorescent materials, and has established a stable supply chain with major manufacturers [2]. - On December 25, a new pilot project for a thousand-ton-level photoresist resin material and new optoelectronic materials commenced in Huanggang Chemical Industry Park, with a total planned investment of 500 million yuan [1].

Core Insights - The upcoming CES in Las Vegas will serve as a critical test for tech giants like Nvidia, Samsung, and Lenovo to demonstrate the market viability of AI hardware, moving beyond mere concept showcases to actual consumer demand [1] Group 1: AI Hardware Focus - AI-driven consumer products will be prominently featured, with Nvidia's CEO showcasing foundational AI technologies and other companies like Samsung and Lenovo presenting AI-centric devices [1] - The event will highlight AI smart glasses, humanoid robots, and wearable devices, indicating a strong industry focus on AI integration in consumer technology [1] - Previous failures of AI hardware products, such as Humane AI Pin and Rabbit R1, underscore the need for companies to prove their offerings can succeed in the market [1] Group 2: Smart Glasses - Smart glasses are expected to be a key highlight, with companies like Snap and Apple planning to launch their products by the end of 2026, continuing the momentum initiated by Meta [2] - Emerging brands such as Xreal, Vuzix, and Halliday Global are anticipated to showcase new AI-driven eyewear, while Meta may focus on software updates rather than new hardware [2] - The event will also feature other AI hardware forms, such as rings, designed to allow users to access AI assistant functions without relying on smartphones [2] Group 3: Humanoid Robots - Humanoid robots will be a significant focus, with a dedicated exhibition space showcasing various applications from home services to industrial uses [3] - Companies like Artly Coffee and VenHub Global will demonstrate AI-driven solutions in coffee shops and convenience stores, while Tombot will introduce a companion robot for elderly and cognitively impaired individuals [3] - The industry is moving towards demonstrating robots capable of complex, multi-step tasks, with major firms like LG expected to unveil new concepts [3] Group 4: Television and Mobile Innovations - Major brands including Samsung, LG, TCL, and Hisense will showcase their flagship television models, while Sony has shifted its new product launches to spring [4] - As high-end televisions meet consumer demands for brightness and resolution, manufacturers are focusing on advancements in color accuracy and realistic image rendering [4] - Motorola, under Lenovo, may introduce a foldable screen phone, marking a new direction after years of focusing on flip-style devices [5] Group 5: Wearable Devices - Wearable technology is evolving beyond fitness tracking to integrate features typically found in medical devices, with innovations like smart night guards that monitor various health metrics [6] - The industry is expected to focus on women's health management, continuous glucose monitoring, advanced cardiovascular tracking, longevity technology, and chronic disease management [6] - This shift indicates a move towards making wearable devices comprehensive tools for daily health monitoring and management rather than just fitness accessories [6]

Core Viewpoint - The upcoming CES 2026 will showcase Hisense's advancements in RGB-Mini LED technology, positioning the company as a leader in the high-end display market against major competitors like Samsung, Sony, and LG [1][3]. Group 1: Hisense's Innovations and Market Position - Hisense is recognized as the pioneer of RGB-Mini LED technology, having launched the first RGB-Mini LED TV, the UX, at CES 2025 [2]. - The company has developed a diverse product lineup targeting various consumer segments, including ultra-flagship models priced from 10,000 to 100,000 yuan, significantly impacting the high-end television market [2]. - During the 2025 Double 11 shopping festival, RGB-Mini LED TVs captured nearly half of the sales in the 20,000 yuan and above segment for 85-inch models, establishing a market dominance where one in two high-end TVs sold is RGB-Mini LED [2]. Group 2: Industry Trends and Competitive Landscape - The RGB-Mini LED sector is experiencing heightened competition, with major global brands now entering the fray, indicating a shift from Chinese brand leadership to a global contest [3]. - Hisense's early market entry and technological advancements are reshaping the competitive landscape in high-end displays, making RGB-Mini LED TVs a critical factor in the market [2][3]. - Predictions suggest that RGB-Mini LED TV shipments could reach 500,000 units in 2026, representing a staggering 25-fold year-on-year growth, marking the beginning of a new era for RGB-Mini LED technology [2].

Group 1: Political Transition - The return of the presidential office to Cheong Wa Dae marks the end of the "Yongsan Era" and symbolizes a significant political transition in South Korea [1] - The completion of the trials related to the "three special investigation laws" is expected to lead to a new political phase in South Korea, allowing for a fresh start [2] Group 2: Economic Measures and Challenges - The current administration under Lee Jae-myung has implemented measures such as issuing "consumption vouchers" to stimulate domestic demand and has increased investments in advanced technology sectors like AI and semiconductors [4] - Despite positive signals from the stock market, with the KOSPI index reaching a historical high of 4226.75, the GDP growth forecast for South Korea remains low at only 1% [4] - The depreciation of the Korean won has created challenges, including rising import costs and pressure on consumer demand, with the won being the worst-performing currency in Asia, depreciating over 8% against the US dollar [5] Group 3: Currency and Investment Strategies - The Korean government is taking measures to stabilize the foreign exchange market, including new tax incentives for repatriating overseas investments and a $65 billion currency swap agreement with the National Pension Service [6] - As of mid-December, the exchange rate of the won has slightly improved, with the dollar trading at 1433.55 won [7] Group 4: Diplomatic Relations - The current administration has shown a proactive stance towards China, with plans for a significant business delegation to visit China, indicating a focus on improving bilateral relations [8] - The US-Korea alliance has been managed effectively, with a recent investment agreement involving $350 billion and favorable trade conditions for South Korea [8] - Upcoming local elections in June 2024 will serve as a critical evaluation of Lee Jae-myung's administration, impacting his governance and the political landscape [9]