近年来，石英材料作为半导体、光伏、光通信、航空航天等战略性新兴产业的关键基础材料，其市场需求持续增长，行业也正处于快速发展与结构转型的关 键时期。 目前，石英行业呈现出明显的结构性分化。在光伏领域，由于前期产能扩张迅速，面临阶段性供需失衡，部分企业利润承压。与之形成对比的 是，半导体、光纤通信领域对高纯石英材料的需求持续旺盛，成为行业盈利的核心支撑。 因此，突破高端产品技术壁垒、实现半导体石英器件的国产化替代、以及满足终端应用不断变化的新需求，已成为全行业共同关注的焦点。在此背景下，由 弘燊石英产业大会组织的"2026第六届安徽国际石英产业大会"于2026年3月18日（3月17日报到）在合肥滨湖富茂大饭店召开。 此次大会旨在为石英产业链各方搭建一个高效的交流与合作平台，大会以"高效、精准、融合"为主题，共同探讨矿产勘探、前沿提纯技术、高端产品开发与 终端应用拓展等核心议题，携手促进我国石英产业的技术创新与高质量发展。大会热诚欢迎国内石英业界专家学者、企业代表、技术人员积极参会。 参会嘉宾 孙红娟 西南科技大学教授 报告主题: 高纯石英 和包裹体去除技术 江苏 东海工程师 报告主题: 高纯石英 设备 電影 江苏 ...

Core Insights - The global photovoltaic (PV) industry is experiencing rapid growth, with a projected 35.9% year-on-year increase in new installations in 2024, driving demand for photovoltaic encapsulant films [1] - Chinese companies dominate the global photovoltaic encapsulant film market, with Foster holding approximately 50% market share [3] - Foster's strategic focus on innovation and market expansion has enabled it to maintain a strong competitive position in the global market [4] Industry Opportunities and Strategic Focus - Foster's development can be divided into three phases: breakthrough in hot melt film technology, deep integration in the photovoltaic encapsulant film industry, and expansion into semiconductor materials [5] - The company initially focused on hot melt film for textiles before transitioning to EVA encapsulant films for solar cells, successfully breaking foreign monopolies [6][7] - In 2024, Foster's electronic materials revenue reached 720 million yuan, a 38.2% increase, reflecting its diversification strategy [7] Global Operations and Customer-Centric Approach - Foster's global expansion aligns with the overseas growth of downstream photovoltaic component manufacturers, establishing production bases close to major clients [13] - The company has increased its overseas production and sales share of encapsulant films from 3.8% in 2022 to 8.7% in 2024 [13] - Foster emphasizes customized product development to meet evolving customer demands in the photovoltaic sector [14] Cost Control and Competitive Advantage - Foster's gross margin in 2024 was 14.74%, a slight increase from the previous year, showcasing its effective cost control strategies [16] - The company employs a comprehensive cost control ecosystem, optimizing procurement, production, and logistics to maintain cost advantages [16][17] - Digital transformation initiatives have enhanced production efficiency and reduced defect rates, contributing to competitive pricing [16] Summary of Globalization Experience - Foster's multi-sector transformation results from strategic insight and technological innovation, leveraging its early experience in hot melt film technology for advancements in photovoltaic encapsulant films [18] - A customer-centric approach is crucial for successful globalization, with Foster adapting its operations to meet local market needs and enhancing brand presence [18] - Effective cost control through supply chain management and digitalization has positioned Foster favorably against competitors in the global market [18]

Core Viewpoint - The company, Jinli Permanent Magnet, is expected to report a significant increase in net profit for the fiscal year 2025, with projections indicating a growth of 127% to 161% compared to the previous year, driven by technological innovation and market expansion efforts [3]. Financial Performance - The estimated net profit attributable to shareholders is projected to be between 660 million yuan and 760 million yuan, compared to 291.04 million yuan in the same period last year [3]. - The estimated net profit after deducting non-recurring gains and losses is expected to be between 580 million yuan and 680 million yuan, a substantial increase of 241% to 300% from 170.25 million yuan in the previous year [3]. Reasons for Performance Change - The company attributes the significant performance change to three main factors: 1. A commitment to technological innovation, leading to record-high product sales and solidifying its position as a leader in the global rare earth permanent magnet industry [3]. 2. An estimated impact of approximately 80 million yuan from non-recurring gains and losses on net profit during the reporting period [2]. 3. Costs related to stock incentive plans and convertible bond issuance amounting to about 110 million yuan, affecting financial expenses [2]. Market Position and Strategy - The company has maintained a robust operational strategy amidst increasing industry competition, focusing on market expansion, organizational optimization, and efficient management of raw material inventory [3]. - Its products are widely used across various sectors, including electric vehicles, energy-efficient air conditioning, wind power generation, robotics, and more, with established long-term partnerships with leading companies in these fields [3].

Core Viewpoint - The company, Absen, forecasts a significant increase in net profit for the year 2025, with expectations of reaching between 240 million to 290 million yuan, representing a growth of 105.32% to 148.09% compared to the previous year [2] Group 1: Financial Performance - The projected net profit attributable to shareholders is expected to be between 240 million to 290 million yuan, a substantial increase from 116.89 million yuan in the previous year [2] - The net profit after deducting non-recurring gains and losses is anticipated to be between 218.85 million to 268.85 million yuan, marking a significant growth of 188.35% to 254.23% from 75.90 million yuan [2] - Basic earnings per share are expected to be between 0.6502 yuan and 0.7857 yuan, an increase of 103.70% to 146.15% from 0.3192 yuan in the previous year [2] Group 2: Revenue Growth - The company expects to achieve an operating revenue of approximately 4.156 billion yuan in 2025, reflecting a year-on-year increase of about 13.46% compared to 2024 [2] - Revenue from overseas markets is projected to be around 3.193 billion yuan, with a year-on-year growth of approximately 8.94%, supported by a well-established global channel network [2] - In the domestic market, despite a general decline in LED display demand, the company achieved a revenue of about 963 million yuan, representing a year-on-year increase of approximately 31.56% [2] Group 3: Profitability and Efficiency - The gross profit margin for 2025 is expected to be around 31%, an increase of approximately 3.5 percentage points compared to 2024, driven by strategic initiatives in technology and product management [3] - The company has focused on high-quality operations, resulting in a reduction of the expense ratio by about 0.8 percentage points year-on-year [4] - Operating cash flow is projected to reach approximately 824 million yuan, a significant increase of about 440% compared to 2024 [4] Group 4: Strategic Initiatives - The company emphasizes a "technology-leading" strategy, increasing R&D investment to foster a cycle of innovation and market premium [3] - A focus on high-value projects and premium clients has been established to enhance customer lifetime value and brand influence [3] - The company is actively reallocating resources from low-efficiency markets to high-value markets and products, optimizing its channel strategies [4]

来源：科技日报 科技日报记者 王禹涵 苏州德加能源科技有限公司日前宣布，其电池系列产品售价上调15%，理由是"受锂电池原材料价格大 幅上涨的影响"。 这并非孤例。2025年末，一场由锂电池核心原材料价格飙升引发的连锁反应，正从产业链上游向下游蔓 延，在电池行业激起千层浪。作为锂电池的重要原材料，六氟磷酸锂价格从2025年7月的每吨4.93万元 飙升至近日的每吨17万元左右，市场一度呈现"一天一价"的态势。与此同时，宁德时代新能源科技股份 有限公司（以下简称"宁德时代"）、惠州亿纬锂能股份有限公司等头部锂电池企业集体按下扩产"加速 键"。 原材料涨价与锂电池扩产并行，这看似矛盾的现象背后，实则蕴含着我国锂电池产业转型的深层逻辑 ——从"规模扩张"转向"质量突围"。 供需错配导致价格上涨 "涨得太快了，猝不及防。"多位锂电池产业链中下游从业者向科技日报记者坦言，六氟磷酸锂等核心原 材料价格的飙升，让整个行业措手不及。 中关村新型电池技术创新联盟理事长、电池百人会理事长于清教分析说，原材料涨价的根源，在于储能 与新能源汽车两大领域持续超预期的需求，特别是海外储能市场出现的"爆单"现象，加剧了这一趋势。 市场数据印证 ...

Group 1: Company Overview and Performance - In 2025, the company achieved a net profit of approximately 240 million to 290 million CNY, representing a year-on-year growth of 105.32% to 148.09% [6] - The expected operating revenue for 2025 is about 4.156 billion CNY, an increase of approximately 13.46% compared to 2024 [7] - The company’s overseas revenue reached approximately 3.193 billion CNY, growing by about 8.94%, while domestic revenue was around 963 million CNY, with a year-on-year increase of approximately 31.56% [8] Group 2: Technological and Market Strengths - The company has invested significantly in R&D, holding multiple patents, with products like the COB curved screen and virtual studio setting industry benchmarks [3] - The brand value is estimated at 16.6 billion CNY, and the company has been recognized as a top management company by Deloitte for four consecutive years [4] - The company has established a "patent + talent + demand" R&D model, collaborating with universities to quickly convert customer needs into innovative products [4] Group 3: Future Development Plans - In 2026, the company will focus on three core areas: deepening technology implementation, capturing incremental markets, and optimizing global layout [5] - The company aims to accelerate the application of AI + display scenarios in commercial and cultural tourism sectors [5] Group 4: Competitive Advantages - The company maintains a leading position in technology through continuous innovation and product performance enhancement [11] - A robust service system has been established, providing comprehensive support from consultation to maintenance [12] - The company has built a cost advantage by optimizing production processes and supply chain management [12] - A global sales network with over 6,000 partners covers more than 140 countries, enhancing market penetration [12] - The organizational culture emphasizes collaboration and efficiency, fostering a cohesive work environment [12]

Core Viewpoint - The article emphasizes that true internationalization goes beyond merely capturing market share; it involves gaining widespread recognition and long-term respect through collaborative wisdom [1]. Group 1: Industry Competition - The competition in the pool cleaning robot industry is evolving from a focus on product and technology to a comprehensive battle over funding and channel capabilities, which are often more critical to the outcome [4][3]. - Major players have established formidable competitive barriers across various dimensions, making it difficult for challengers to catch up [2]. - Aiper (元鼎智能) has raised nearly 1 billion RMB in funding, setting a new industry benchmark and demonstrating that substantial financial resources are essential for strategic positioning [5]. Group 2: Technological Innovation - Aiper has led industry transformation by launching six advanced AI pool robot models at CES 2026, showcasing the future of smart pool and garden care [6]. - The company has skipped a generation in technology, moving directly to fifth-generation products that integrate physical cleaning and water quality management, thus achieving a significant lead in the industry [8]. - Continuous investment in technology has allowed Aiper to build a comprehensive smart ecosystem that includes pool cleaning, water quality management, and smart irrigation [8]. Group 3: Strategic Partnerships - Aiper has formed strategic partnerships with global leaders Fluidra and SCP, enhancing its global logistics, distribution networks, and service capabilities [9][11]. - These collaborations not only broaden Aiper's sales channels but also provide efficient access to European and American pool service providers, enhancing user insights and product iteration [14]. - The partnerships signify a shift in the competitive landscape of the pool cleaning robot industry, establishing Aiper as a key player [14]. Group 4: Market Positioning - Aiper has become the top-selling pool cleaning robot company globally, achieving significant market share during key sales events like Amazon Prime Day [17]. - The company has successfully penetrated major retail chains, including Walmart, Best Buy, and Costco, demonstrating its strong brand presence and sales performance [17]. - The traditional pool equipment market is characterized by a reliance on professional channels, which Aiper is strategically targeting to establish deeper connections with local consumers [18][20]. Group 5: Globalization Strategy - Aiper's approach to globalization emphasizes resource integration rather than a solitary push into foreign markets, providing a more sustainable growth model [27]. - The company has focused on building internal capabilities while forming external alliances, which is seen as a long-term strategy for quality growth [28]. - Aiper's success in the pool cleaning robot sector is attributed to its early strategic positioning and resource accumulation, allowing it to navigate industry challenges effectively [28].

展望未来，李焕铁告诉记者，他们已制订在昆山扩大投资、扩建厂房的计划，"预计2027年起实现大规模销售，目标是在中国市场达成60亿元人民 币销售额，并推动中国法人独立上市。"除此之外，这位企业家说，爱恩斯还将在昆山开展韩中联合研发，根据中国患者的临床需求迭代产品，同 时构建韩中医生技术交流平台，让手术技术、治疗方法在深度交流中碰撞出更多火花。 【环球时报报道 记者 陈子帅】2026年伊始，中韩经贸交流热潮涌动。200余位韩国企业家组成的经济代表团随总统赴华，开启一场承载着深度合 作期许的经贸之旅。这是韩国时隔6年组织的最大规模对华经济访问团，在华期间，韩方企业家密集参与各类高端论坛，同中国企业围绕合作与技 术创新等议题深入交流、碰撞思路。接受《环球时报》记者采访的韩国企业家代表直言，代表团规模如此之大，释放一种明确信号——"韩国企业 将中国视为核心战略市场，希望通过与中国深度合作，共同发掘新的增长机遇。" " 这里是我创业路上不可或缺的土壤 " "我对中国的产业生态、市场活力有着直观的感受，这里早已是我创业路上不可或缺的土壤。"韩国熙恩斯公司创始人安重贤在接受《环球时报》 记者采访时，首先强调了他和中国密不可分 ...

Core Insights - Three companies from Suzhou High-tech Zone Shishan Business Innovation District have been selected as provincial enterprise technology centers for 2025, which are crucial for building technological innovation systems and enhancing competitive market positions [1] Company Summaries - Suzhou Lianxun Instrument Co., Ltd. has achieved key technological breakthroughs in optical communication testing, power device testing, and semiconductor integrated circuit testing [1] - Suzhou Haipeng Technology Co., Ltd. focuses on distributed photovoltaic inverter products and smart energy management solutions, with products sold in over 70 countries across five continents [1] - Suzhou Gaiya Information Technology Co., Ltd. has developed core technologies for real-time parallel processing of massive data and dynamic scheduling algorithms for heterogeneous data, serving clients in 34 countries and regions with over 7 million employees using its services daily [1]

在全球能源转型加速、电力系统呈现高电压与大容量发展趋势的背景下，高电压检测设备已成为保障电 力系统安全稳定运行的重要支撑。自山东希波成立以来，总经理彭英便专注于这一关键领域，以科学管 理、持续创新和国际化视野带领公司成长为国内高电压检测设备的重要力量。 创业初期，彭英便确立了以技术创新驱动企业发展的战略理念。在她的引领下，山东希波逐步构建了覆 盖研发、生产、销售的全产业链体系。同时，通过设立上海希波电气科技有限公司，打造了总部与生产 基地协同发展的双核模式。这一布局不仅优化了资源配置，也形成了技术研发到市场开拓的高效闭环， 使公司能够快速响应国内外市场需求。 彭英高度重视核心技术积累和科研成果转化。她带领团队持续推进500kV及以下高电压检测设备的迭代 研发。2014年以来，她参与发明并推动了包括"10kV悬挂式试验终端""110kV高压电缆局放试验水终端 装置""高压电缆局部放电干式试验终端及应力锥"在内的二十余项专利技术，这些成果构成了企业的核 心竞争力，为我国电力装备制造提供了可靠的技术保障，也推动了高电压试验设备整体技术水平的提 升。 展望未来，彭英表示将继续带领希波团队坚守技术创新与服务初心，推动高 ...