人民财讯10月10日电，维科技术（600152）是国内最早布局钠离子电池产业化的企业之一，率先建成国 内首条GW级钠电池量产线，年产规模为2GWh。 公司产品已广泛应用于广发100MW/200MWh储能电站、内蒙古呼和浩特可镇2.5MW/10MWh储能电 站、华润电力深汕公司30MW辅助调频储能、连云港市能源集团1MW/2MWh独立共享储能等多个标志 性示范项目，同时已在数据中心备用电源、通信基站备用电源、商用车起驻电源等多个细分应用市场布 局，验证了技术可靠性与大规模交付能力。 维科技术在高安全聚阴离子钠电池上取得重大技术创新：耐高温技术显著提升了电池在60℃高温环境下 的循环寿命与容量保持率；低温充电技术确保了电池在-20℃环境中实现稳定充放电；高倍率宽温域技 术打造出能适应-40℃至80℃极端温度、且支持10C快充快放的高性能钠电池；超安全技术已成功研发出 针刺无烟型电芯。基于这些技术，聚阴离子钠电池可实现循环寿命超过8000次，并在-40℃严寒环境下 容量保持率仍高达90%的卓越性能。 ...

几年前，"中美脱钩"还只是智库里的概念。那时候，在中关村写代码的工程师、在上海外高桥装集装箱的工人、以及在硅谷写算法的工程师，都觉得这事离 自己很远。可如今，这个词已经从论文变成了现实：企业在搬、供应链在搬、资本在搬，甚至留学生也在搬。中美之间，曾经那条看不见却实实在在的经济 血管，正在被慢慢切断。 在过去的几年里，美国对中国的政策经历了一个从"接触"到"防范"的完整转型。奥巴马时代讲"合作共赢"，特朗普时代打贸易战，而如今的华盛顿，已经 很少有人再谈"重新接触"。无论是共和党还是民主党，谈到中国都异常团结。就像桥水基金创始人达里奥说的那样：" 这场竞争不是谁对谁错，而是拼谁能 活得更久 。"这句话听起来很冷酷，但相当准确。 这一轮脱钩， 首先表现在 贸易 上 。美国对中国征收的高关税，从2018年开始就没真正撤过。2025年特朗普二度上台后，平均关税再度提升至 20%以上 ，部分行业甚至接近 30% 【1】。按道理讲，这样的关税水平足以让进口商品价格飙升，但美国的通胀并没有因此失控，因为企业早就在行动。他们把生 产线搬去了越南、墨西哥、和马来西亚。于是，美国超市里那件原本印着"Made in China"的 ...

Core Viewpoint - Jiangfeng Electronics (300666) focuses on ultra-pure materials and sputtering targets for large-scale integrated circuit manufacturing, achieving significant technological breakthroughs and establishing a production base with complete independent intellectual property rights [1] Group 1: Company Achievements - Jiangfeng Electronics has industrialized a full range of advanced targets including ultra-pure aluminum, titanium, tantalum, copper, manganese, and cobalt, reaching globally leading processes and exporting extensively [1] - The company has become a major supplier for many internationally renowned wafer manufacturing enterprises, ensuring China's chip industry meets the demand for ultra-pure materials and transforming the reliance on imports into a competitive advantage [1] Group 2: Strategic Contributions - Jiangfeng Electronics has undertaken multiple national strategic development research and industrialization projects, including the National 02 Major Special Project and the National 863 Major Special Project, promoting the localization of key materials [1] - The company is actively developing new technologies to address shortcomings and has laid out plans in the semiconductor precision components sector, producing over 40,000 product types and contributing significantly to the localization of components for process equipment [1]

转自：证券时报 2025年9月，由盛景微参与研制的国内首套露天矿全无线爆破系统成功应用。该系统实现了从地表到炮 孔的全域无线起爆，攻克了无线信号穿透复杂介质的核心技术壁垒，彻底摆脱了对传统线缆的依赖，填 补了国内技术空白。盛景微依托其高性能、低功耗的专用芯片优势，以及省级工程技术研究中心和 CNAS认证实验室等平台，将技术实力成功转化为在工业安全、地质勘探等多领域广泛应用的产品矩 阵，其电子雷管核心模块已在国内市场占据领先地位。 人民财讯10月7日电，盛景微凭借其在工业电子雷管核心控制组件与专用芯片领域的技术深耕，正不断 以创新实力驱动产业升级。 ...

Core Insights - Sanfu New Technology is one of the few domestic providers with integrated surface engineering solutions, capable of collaborative R&D across chemicals and equipment [1] Group 1: Electronic Sector - The company offers advanced chemicals and supporting equipment for PCB and semiconductor processes, including horizontal copper plating, pulse plating, and chemical nickel-gold [1] - Its PCB-specific chemicals and copper foil production equipment are utilized in the manufacturing of AI server boards [1] - The company's eco-friendly tin/nickel products for semiconductor passive components are experiencing rapid growth, serving multiple semiconductor listed companies in mainland China and Hong Kong [1] Group 2: New Energy Sector - The company has innovated a one-step wet composite copper foil preparation solution, which boasts high efficiency, high yield, and low cost advantages [1] - This solution is currently in the testing and equipment delivery phase with several clients and is advancing industrialization projects in locations like Longnan, Jiangxi [1] - The technology supports the development of high-safety power batteries, energy storage batteries, and consumer batteries [1] Group 3: Automotive and Steel Industries - The company has independently developed technologies that break foreign monopolies, with a full-line plastic electroplating solution successfully implemented in a large auto parts enterprise in Uzbekistan [1] - The MSA high-speed tin plating technology has achieved large-scale application in domestic steel mills and has been successfully exported to core steel enterprises in Belarus [1] - The company is promoting its independent technologies on an international scale [1] Group 4: Environmental Initiatives - The company is actively promoting clean production processes in the industry, featuring cyanide-free copper, silver, and zinc electroplating technologies [2] - It offers industrial cleaning products that are phosphorus-free, low COD, and low ammonia nitrogen, along with photovoltaic nano self-cleaning technology [2] - These solutions have achieved large-scale application in the industry, aiding in the green transformation of the sector [2]

容百科技讲始终加大自主研发投入，引领全球新能源材料技术的持续发展突破。 人民财讯10月6日电，过去三年间，容百科技专利申请量从602项增长到1401项，增长率达248%；发明 专利申请量从200余项增加到近800项，增长近4倍。在固态电池、钠离子电池、富锂锰基、尖晶石镍锰 等前沿技术领域累计60余件发明专利授权，授权率超过95%。全球化布局同步加速，PCT专利族突破60 族，覆盖美日欧等15国，海外专利储备超145项。 今年以来，容百科技在聚阴离子材料的压实密度、容量及倍率性能等关键指标上取得重大突破，产品循 环寿命超过10000次，即使在-30℃的极端低温环境下，仍能保持较高放电容量，整体性能达到行业先进 水平，并且聚阴离子材料成本较现阶段锂电可降低20%-30%，进一步加速钠电商业化进程。同时，容百 科技发明的"一种硫化锂的制备方法及硫化锂"专利，采用创新工艺路径，大幅提升材料纯度与制备效 率，为固态电池产业化落地提供关键材料保障；"一种复合正极材料及其制备方法和应用"专利，通过结 构设计与材料体系优化，显著提高电池能量密度与循环性能，满足市场对高性能电池的需求。 ...

材料技术方面，攻克了超细粉体分散、粉体表面修饰、精细成分掺杂改性等关键材料技术，实现8项关 键材料的开发应用，保障关键材料自主供应。装备技术方面，协同开发高端MLCC设备，关键指标达国 际先进水平，打破国外垄断。工艺产品方面，掌握1μm超薄膜流延、1000层精密叠层等核心技术，AI服 务器用MLCC容量达220μF，车规产品温度及电压性能实现国内首发；攻克了贱金属厚膜电阻精密氛围 烧结与异质界面控制技术，极大降低产品成本，车规高压电阻通过AEC-Q200认证并成功导入新能源车 供应链；车规一体成型电感、共模电感、PoC电感、合金电感等多款电感产品完成研发并推进量产。通 过全链条创新，风华高科正推动国产产业链整体升级。目前AI服务器用极限高容MLCC、车规高压电阻 等产品已批量供货头部企业，AI算力、储能、低空经济等新兴市场板块销售额持续突破。风华高科正 以创新之火点燃中国智造的星辰大海，为全球电子产业链注入澎湃的"中国芯"动力。 人民财讯10月6日电，风华高科构建起"材料—工艺—装备—产品"全链条创新体系，近年在关键材料国 产化与高端装备自主化领域取得系列突破性进展。 转自：证券时报 ...

Core Insights - The company has established six major R&D centers and a production base in Xiangtan, Hunan, undertaking several significant national and provincial scientific projects [1] - The "High-Performance Immuno Rapid Detection System R&D" project is included in the "14th Five-Year" National Key R&D Program, addressing clinical issues such as complex interference in whole blood sample testing, low sensitivity, and long detection times [1] - Since the project's inception, the company has applied for 18 invention patents and has obtained a registration certificate for myocardial marker composite quality control products [1] - As of August 31, 2025, the company plans to apply for a total of 760 patents, with 59% being invention patents [1] - The company emphasizes industry-academia-research collaboration, establishing joint laboratories with prestigious institutions like Peking University and the Chinese Academy of Sciences to foster high-level professional talent and advance technology in the in vitro diagnostics field [1]

Core Viewpoint - Zhaowei Electromechanical has developed a high-performance planetary gearbox series (SMDφ4～42mm) that works in conjunction with the new MC series brushless hollow cup motors, providing a compact and efficient micro-drive solution [1] Group 1: Product Features - The new 4mm brushless hollow cup motor can reach speeds of up to 100,000 rpm, and when paired with the gearbox, it offers flexible reduction ratios from 3.9:1 to 1526:1 [1] - The product boasts advantages such as small size, high torque density, low noise, precise control, and long lifespan [1] Group 2: Applications and Market Impact - Zhaowei Electromechanical's products are deeply applied in strategic emerging fields such as humanoid robots, high-end medical equipment, and aerospace [1] - The technology breakthrough helps support the intelligent upgrade of high-end equipment, overcoming foreign technological bottlenecks [1]

公司一直自主研发激光焊接头等光学系统，激光焊接头的适用功率从5W覆盖到6000W量级，波长从紫 外266nm覆盖到2000nm，并且成功开发了国内第一款多波长同轴复合焊接头，可以达到合成功率6000W 的水平，处于行业领先地位。截至2025年6月30日，公司已经获得专利477项，其中发明专利55项，另外 还拥有软件著作权276项。 人民财讯10月2日电，联赢激光十分注重技术研发的投入以及研发队伍的建设。公司先后与深圳大学、 华南师范大学、香港理工大学、华南理工大学、华中科技大学、哈尔滨工业大学、浙江工业大学、中科 院半导体研究所等高校及研究所建立了广泛的技术研发合作。 ...