Core Insights - The Chinese automotive industry has made significant breakthroughs in recent years, particularly in the areas of new energy vehicles, showcasing technological innovation and market promotion that contribute to the global transition towards low-carbon and electric vehicles [2][3] Group 1: Technological Innovations - The automotive power system innovation is a core support for the low-carbon and electrification transition, with notable advancements in hybrid dedicated transmission efficiency and engine thermal efficiency reaching 46%, an increase of over 13 percentage points since 2020 [3] - Diesel engine thermal efficiency has surpassed 48%, improving by 4.3% compared to 2020, achieving international advanced levels [3] - Peak power density of drive motors has reached over 7000 kW/kg, with high-performance motor controllers based on silicon carbide devices achieving a power density of 45 kW/L, nearly a 50% increase since 2020 [3] Group 2: System Integration and Material Innovation - The automotive power system is evolving towards higher efficiency, integration, and intelligence, with a focus on multi-domain fusion and the integration of core drive units, high-voltage systems, battery management systems, and thermal management systems [3][4] - Material innovations such as silicon carbide, carbon fiber, and high-strength steel are being rapidly adopted, enhancing vehicle lightweighting and performance [4] - Advanced manufacturing processes like laser welding and 3D printing are improving production efficiency and product quality [4] Group 3: Artificial Intelligence and Smart Technologies - The application of artificial intelligence in automotive power systems is accelerating, transitioning from traditional electromechanical control to full-link intelligent control [4] - AI algorithms enable millisecond-level torque distribution, enhancing stability under extreme conditions, while intelligent thermal management systems optimize energy distribution [4] Group 4: Future Trends in Power Systems - The automotive power system is expected to undergo systemic reconstruction, focusing on control separation and soft-hard decoupling, enhancing user experience and R&D efficiency [9][10] - The shift from mechanical to intelligent electric drive is making power enhancement more cost-effective, allowing luxury car acceleration experiences to be available in mass-market models [9] - The integration of power systems and chassis is anticipated to improve vehicle space utilization and overall performance [10][11]

6月26日，2025夏季达沃斯现场，宇树科技首席执行官王兴兴谈及机器人行业的竞争趋势，他认为对于 所有备受关注的新兴行业而言，竞争是毋庸置疑的。对于企业而言，有压力才有动力，这是不可回避的 问题。宇树科技成立于2016年，今天的成绩不是一蹴而就的，虽然市场更卷，但公司的积累更深厚，产 品的表现也更经得起市场考验。在竞争之下，企业需要持续保持技术创新和场景创新的能力。(人民财 讯) ...

江苏雷利（300660）(300660.SZ)进一步提升公司的核心竞争力。 6月24日晚，江苏雷利公告称，公司计划发行可转换公司债券募集资金总额不超过12.86亿元，用于激光 雷达电机、激光设备振镜系统、汽车微电机与组件等的生产建设项目，以及机器人运控组件研发中心、 海外生产基地建设、智慧工厂升级改造等项目。 据了解，江苏雷利是微特电机产品及智能化组件制造行业的领先企业。公司根据内延外伸的双轮战略， 通过自主研发和产业投资，促进公司高质量、可持续发展。 2025年一季度，江苏雷利业绩保持稳健增长，为全年业绩开了个好头。当季公司实现营业收入9.08亿 元，同比增长25.81%；归母净利润0.94亿元，同比增长28.15%；扣非净利润0.87亿元，同比增长 12.76%。 加码新业务及海外产能建设 根据可转债预案，江苏雷利拟向不特定对象发行可转换公司债券，募集资金总额预计不超过12.86亿元 (含本数)，扣除发行费用后将用于智能感知激光雷达与车载热管理微电机、激光装备振镜系统生产建设 项目、汽车微电机与组件生产基地及试验室建设项目、海外生产基地建设项目、智慧工厂升级改造项 目、机器人运控组件研发中心建设项目及补充 ...

Group 1 - The export value of machine tool products in Taizhou reached 430 million yuan from January to May this year, representing a year-on-year increase of 33% [1] - Taizhou is a significant machine tool production base in China, with local companies increasing their efforts in exporting innovative precision machine tools [1] - Zhejiang Beiyi Electromechanical Co., Ltd. has received over 10 intention orders for machine tools valued at more than 10 million yuan after participating in overseas trade fairs [2] Group 2 - The general manager of Beiyi Electromechanical stated that their five-axis precision machine tools have over 20 patented technologies and have improved efficiency by 15% and processing accuracy by 8% compared to traditional mechanical spindles [2][4] - Taizhou Xiaojian Ren Precision Machine Tool Co., Ltd. has shifted focus to overseas markets, exporting over 100 small precision CNC machine tools this year, particularly favored by clients in India and Russia [2] - The local machine tool companies are actively innovating and expanding their overseas market presence, with support from Taizhou Customs in providing facilitation policies for smoother export processes [4]

中新网乐山6月25日电 (记者 刘忠俊)6月25日，以"技术创新降本增效，行业协同砥砺前行"为主题， 2025年中国(乐山)硅产业链发展大会在四川省乐山市开幕，近600名硅产业生产、消费、贸易、环保、 设备、研发及金融等全领域代表齐聚一堂，围绕硅产业链高质量发展展开深度探讨，共商产业升级与协 同发展新路径。 2025年中国(乐山)硅产业链发展大会开幕现场。记者刘忠俊摄 企业代表们也结合实践与行业洞察分享见解。通威股份董事长、首席执行官刘舒琪指出，光伏产业潜力 巨大。在我国推进能源安全战略与实现"双碳"目标进程中，光伏作为完全自主可控的绿色能源产业，将 发挥不可替代的作用。随着技术进步与产业规模效应显现，光伏发电成本持续降低，在全球多个区域实 现光储平价，每千瓦时发电成本降至0.1元-0.2元，极具经济性。 中国科学院过程工程研究所研究员王志聚焦循环再利用，阐述其对硅产业未来发展的深远意义。他指 出，从硅矿石冶炼到终端产品回收，硅产业链各环节创新蕴含双重价值。在光伏领域，对金刚线切割硅 锭产生的硅粉进行提纯再生回收，每年可节约20万吨高纯硅原料；半导体行业通过回收芯片中的高纯 硅，采用定向除杂技术再造电子级材料 ...

转自：新华财经 "公司研发技术的不断突破，离不开税务部门的大力支持。"威高骨科财务工作人员宋家宁表示，"一直 以来，税务部门对企业的疑难问题快速响应，精准推送优惠政策，有效减轻了公司的资金负担。得益于 税务部门的精准纾困和保驾护航，威高骨科在科技创新道路上迈出了宽阔平稳的步伐。"据了解，威高 骨科2024年享受研发费用加计扣除超5800万元，实实在在的税费红利为企业源源不断的研发注入了源头 活水。 "安全是企业发展的'压舱石'，合规是履行社会责任的'基准线'。"在威高骨科副总经理孔建明看来，合 规管理制度并非被动应对监管的工具，而是融入企业基因的战略选择。除每月、每季定期复盘税务合规 易错点外，威高骨科还构建了全面且精细的税务内控体系，制定了详细的税务管理制度手册，从合同签 订时的涉税条款审核，到采购、生产、销售过程中的税务核算与申报，都有明确的流程指引。 在威高骨科税务内控实践的路上，来自税务部门的支持与引导也必不可少。国家税务总局威海市环翠区 税务局组建税收服务专员团队，对企业展开"风险扫描"，帮助企业建立标准化自查税务操作手册，细化 集团及分公司、子公司的税务报表审核。同时，以政策解读、案例分析与问答互 ...

Core Viewpoint - The announcement of the 25th China Patent Award recognizes the innovative patent of Crown Jewel Tiles (New Pearl Group), highlighting its significance in the field of intellectual property and its role in enhancing the company's competitive edge and industry leadership [1]. Group 1: Patent Recognition - Crown Jewel Tiles has won the China Patent Excellent Award for the second time, showcasing its commitment to innovation and excellence in patent technology [1]. - The China Patent Award is co-hosted by the National Intellectual Property Administration and the World Intellectual Property Organization, representing the highest government award in China's intellectual property sector [1]. Group 2: Technological Innovation - The awarded patent, "A Combination Molding Positioning Fabric System and Its Usage Method," enables intricate design and aesthetic breakthroughs in tile production, allowing for realistic and unified patterns that rival natural stone [3]. - This technology not only enhances the visual appeal of tiles but also provides designers with unprecedented creative freedom, resulting in more diverse and dynamic color and pattern variations [3]. Group 3: Innovation Ecosystem - Crown Jewel Tiles has established a comprehensive innovation ecosystem, including four high-tech enterprises, two provincial enterprise technology centers, and various research and development centers, which serve as the backbone of its innovation strategy [4]. - The company has accumulated over 400 effective patents, including 194 invention patents and 134 utility model patents, alongside numerous copyrights and registered trademarks, reflecting its commitment to intellectual property management [4]. - The recent award serves as a milestone and a new starting point for the company, aiming to accelerate the transformation and application of intellectual property to enhance product offerings and drive high-quality industry development [4].

Group 1 - The article highlights the significant advancements in the technology development of the new energy vehicle (NEV) industry, particularly in innovation and standardization [1] - According to Western Securities, the export potential for NEVs is vast, with markets in the Middle East, North Africa, and South America expanding, alongside increasing penetration rates for NEVs [1] - In the first four months of 2025, China exported 640,000 NEVs, marking a 53% year-on-year increase, with plug-in hybrid vehicle exports reaching 210,000 units, a substantial increase of 155% [1] Group 2 - The NEV ETF tracks the CS New Energy Vehicle Index, which includes A-share listed companies across the NEV supply chain, covering upstream materials, midstream components, and downstream vehicles [2] - The index reflects the overall development and market performance of the NEV industry, showcasing significant industry representation and growth characteristics, with a daily fluctuation of 1.16% [2]

6月25日，A股延续前两日涨势。 沪指3连升，收涨1.04%报3455.97点，创2024年12月12日以来新高；创业板指收涨3.11%，深证成指收涨1.72%；上证50、沪深300、北证50、科创 50指数均涨超1%。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | | 3455.97 | +35.41 | +1.04% | | 000001 | | | | | | 创业板指 | | 2128.39 | +64.26 | +3.11% | | 399006 | | | | | | 深证成指 | | 10393.72 | +176.10 +1.72% | | | 399001 | | | | | | 北证50 | | 1437.63 | +19.61 | +1.38% | | 899050 | Lynn | | | | | 科创50 | | 995.61 | +16.90 = 智能 | | | 000600 | | | | | 沪深两市全天成交额合计16027.88亿元，较上一日增量1881.74亿元。3916股上涨，12 ...

细分赛道分析：测序与合成生物学领跑 · 测序产业仍是资本宠儿 从融资企业来看，测序仪相关企业占据主导地位，包括今是科技、赛陆医疗、真迈生物、铭毅 智造等4家，占比超30%。其中真迈生物以2.8亿元的C+轮融资成为上半年金额最高的案例， 其 高 通 量 测 序 仪 在 临 床 诊 断 和 科 研 领 域 的 应 用 逐 步 扩 大 ； 今 是 科 技 的 纳 米 孔 测 序 仪 凭 借 长 读 长、低成本优势，在传染病检测和基因组研究中崭露头角。资本持续加码测序仪，反映出国产 替代的加速。随着精准医疗和单细胞测序需求的增长，预计测序仪市场预计将保持20%以上的 年复合增长率。 · 合成生物学融资崛起 导读： 2025年生命科学仪器领域融资活跃，金额远超2024年同期。测序与合成生物学受资本青睐，技 术创新加速，国产替代趋势显著。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 对于国产生命科学仪器领域而言，2025年是一个资本持续涌入、技术加速迭代的年份。从融 资数据来看，行业热度不减，上半年共完成13笔融资，总金额约15亿元，融资数量与2 ...