工业和信息化部近日印发通知，部署开展国家重点研发计划高新技术成果产业化试点工作。将聚焦国家 重点研发计划先进制造、新材料领域高新技术成果，以试点工作为牵引，强化产业供需对接、活化创新 主体动力、优化产业化服务保障，充分撬动人才、资金、政策等资源，通过中试熟化、孵化、市场推 广、产业链整合等途径，加快推动科研成果向规模化生产、市场化运营阶段转化，以科技创新引领新质 生产力发展，支撑建设以先进制造业为骨干的现代化产业体系。按照自主申报、兼顾不同主体、先进带 动示范的原则，分试点区域和试点单位两大类申报。试点单位按照在成果产业化工作中承担的角色不 同，分为产业化实施类、第三方服务类、金融服务类等三类主体申报。 ...

一、行情 6月10日，固态电池继续大涨，金鹰股份、德新科技3连板，道明光学、龙蟠科技、百合花等涨停。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | --- | --- | --- | --- | --- | --- | --- | | 毛鹰股份 | 3天3板 | 7.70 | +10.00% | 09:42:15 | 19.10% | 28.08亿 | | 600232.SS | | | | | | | | 龙蟠科技 603906.SS | 6天3板 | 15.33 | +9.97% | 09:52:49 | 11.03% | 86.63亿 | | 德新科技 603032.SS | 3天3板 | 17.64 | +9.98% | 09:58:49 | 15.62% | 40.87亿 | | 道明光学 002632.SZ | | 9.28 | +9.95% | 09:46:12 | 5.13% | 53.90亿 | | 百合花 603823.SS | | 12.82 | +10.04% | 09:48:20 | 4.47% | 52.69亿 | | ...

卫星互联网的发展推动前沿技术研发，反哺商业航天领域。不过，与国际领先企业相比，我国在卫星发射成本、 批量制造能力等方面仍有差距，且太空轨道与频谱资源竞争激烈。据中商产业研究院预测，2025年我国卫星互联 网市场规模将达376亿元。伴随政策赋能、技术迭代，我国卫星互联网有望短期内完成低轨星座基本组网，长期应 用将延伸至多领域，与5G/6G融合构建天地网络。 在此背景下，市场对卫星互联网产业关注度升温。近一个月来，已有8家卫星互联网概念股接受机构调研，海格通 信、金禄电子、亚光科技等企业也密集披露最新进展。海格通信深度参与国家重大工程，完成多款产品在轨实 验，扩大业务范围；中国东方红卫星股份有限公司积极参与低轨互联网建设工程，布局地面及应用对接；亚光科 技在卫星互联网和通讯领域有多类产品可实现配套。中国电子商务专家服务中心副主任郭涛建议，产业链上市企 业应加大研发投入、加强合作、把握政策机遇。（陈十一） 卫星互联网通过太空部署卫星构建庞大网络，实现全球信息传输与通信覆盖，是商业航天产业化关键场景。与传 统卫星网络相比，其具有广覆盖、低时延、高带宽、低成本等特点，已应用于物联网、智慧城市、应急通信等领 域。近年来， ...

Group 1 - The solid-state battery index surged by 2.16% on June 9, with five constituent stocks rising over 5% [3] - Since June 3, the index has accumulated a gain of over 5%, leading to increased investor inquiries about solid-state battery business progress from numerous A-share companies [3] - Ganfeng Lithium has established a comprehensive layout for solid-state batteries, with capabilities in key areas such as sulfide electrolytes, oxide electrolytes, and battery systems [3] Group 2 - At the European Battery Show in Stuttgart, companies like Winbond Technology and Xingyuan Material showcased solid-state battery equipment and solutions, highlighting significant operational cost and energy consumption reductions [4] - SAIC Group announced that its all-solid-state battery will achieve mass production by 2026, while Changan Automobile expects to validate solid-state battery installation by 2026 and gradually mass-produce by 2027 [4] - Industry experts recognize solid-state batteries as the core direction for next-generation power batteries, with a projected global shipment of 642.6 GWh by 2030 [4][5] Group 3 - Ten stocks within the solid-state battery index received net purchases from institutions, with Guoxuan High-Tech leading with over 30 million yuan in net buying [6] - Guoxuan High-Tech's first-generation all-solid-state "Jinshi" battery boasts an energy density of 350 Wh/kg and over 3000 cycles, showcasing its long-range and high safety features [6] - The company is expanding its product matrix and accelerating the industrialization of solid-state battery technology, which is expected to enhance its competitive advantage [6] Group 4 - Recent market performance shows that the stock price of Guoxuan High-Tech has increased significantly, with a year-to-date gain of 21.82% [8]

固态电池：产业化提速，如何卡位关键环节？20250608 摘要 今年以来，固态电池产业化进度超预期。国轩高科发布新产品，国内动力龙头 公司也有显著进展。从性能体系、材料选择、工艺及上市进度来看，今年表现 非常突出。目前固态电池产业链已经进入产业化阶段，未来在材料环节、设备 环节及其他领域存在大量投资机会。 国内外固态电池项目的政策支持情况如何？ 去年工信部对国内固态电池项目给予了大力支持，总计 60 亿元的项目涵盖了 国内绝大部分相关企业，包括龙头企业、多家车企以及一些较小的企业。这一 政策性支持为国内固态电池的发展提供了坚实基础。 硫化锂作为关键原材料，其纯度需达到 99.99%，粒径越小越好，国内 多数厂家已达标，但提纯过程是降本瓶颈，具备稀土提纯经验的企业更 易实现高纯度制备。 全固态电池市场预计 2025 年达 10 吉瓦时，2030 年达 600 吉瓦时， 市场规模 2,500 亿元，硫化物电解质存在腐蚀铜箔集流体和产生硫化氢 等问题，多种固态电解质路线将并行发展。 日本和韩国在固态电池领域的进展如何？ 工信部 60 亿元固态电池项目支持计划覆盖国内龙头企业和车企，为固 态电池发展奠定基础，但日韩企 ...

会议倒计时1天 6月10日， 由利元亨总冠名的2025高工固态电池技术与应用峰会将在苏州举行，此次峰会主题 为"打通固态电池产业化最后一公里" ，届时将有超300家固态电池产业链企业高层出席，同时还有 乘用车、商用车、低空经济、储能企业超80家应用端企业共赴盛会。 峰会共设两个专场：【专场一】 场景牵引 应用破局 、【专场二】 技术路线多元并进 产业链协同备 战产业化 。 为保证 本届固态电池峰 会顺利进行，高工组委会特 为参会嘉宾提供参会最全攻略（ 倒计时3天！ 2025高工固态电池峰会参会攻略出炉 ） 签到流程 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ④领取会议参会证 注意事项： 会议期间，凭参会证进入会场，请全程佩戴并妥善保管，以免丢失或被他人冒领，参 会证件及餐券遗失不补。 峰会议程 | | 专场二:技术路线多元并进 产业链协同备战产业化 | | | --- | --- | --- | | 13:30-13:50 | 固体电解质电池发展路线及挑 ...

Group 1 - The core business of the company includes the production, processing, sales of dairy products and dairy cattle breeding, with main products being various liquid dairy products such as pasteurized milk, sterilized milk, and fermented milk [1] - As of March 31, 2025, the number of shareholders increased to 25,086, with an average holding value of 352,800 yuan and an average holding quantity of 27,600 shares [1] - The latest financial report for Q1 2025 shows a revenue of 210 million yuan, a year-on-year decrease of 6.61%, and a net profit loss of approximately 25.95 million yuan, a year-on-year increase of 41.85%, with a gross profit margin of 19.93% [1] Group 2 - The company's current price-to-earnings (PE) ratio (TTM) is -12.59, while the industry average is 42.63, indicating a significant underperformance compared to peers [2] - The company's market capitalization is 1.858 billion yuan, with a price-to-book (PB) ratio of 1.74, which is lower than the industry median of 2.60 [2] - The company is classified as a key leading enterprise in agricultural industrialization, highlighting its importance in the industry [1]

2025 年 06 月 08 日 行业周报 看好/维持 电力设备及新能源 电力设备及新能源 新能源+AI 周报（第 11 期 20250601-20250607）：产业链持续升 级，AI+是核心驱动力 ◼ 走势比较 | 电站设备Ⅱ | 无评级 | | --- | --- | | 电气设备 | 无评级 | | 电源设备 | 无评级 | | 新 能 源 动 力 | 无评级 | | 系统 | | ◼ 推荐公司及评级 相关研究报告 <<【太平洋新能源】新能源+AI 周报 （第 10 期 20250525-20250531）：电 动车 AI 化升级，光伏铸大底>>-- 2025-06-03 <<【太平洋新能源】新能源+AI 周报 （第 9 期 20250518-20250524）：宁 德时代引领中国科技制造向上>>-- 2025-05-26 证券分析师：刘强 电话： E-MAIL：liuqiang@tpyzq.com 分析师登记编号：S1190522080001 证券分析师：梁必果 电话： E-MAIL：liangbg@tpyzq.com 分析师登记编号：S1190524010001 报告摘要 ⚫ 行业整体策略：产业链 ...

电力设备 | 证券研究报告 — 行业周报 2025 年 6 月 9 日 证券分析师：武佳雄 jiaxiong.wu@bocichina.com 证券投资咨询业务证书编号：S1300523070001 强于大市 电力设备与新能源行业 6月 第 1 周周报 新一轮新能源汽车下乡启动，多晶硅价格暂稳 光伏方面，我国一季度光伏装机实现较高速增长，对美国及全球新兴经济体 光伏需求增速保持乐观。中央经济工作会议明确提出综合整治"内卷式"竞 争，光伏供给侧改革力度有望加强。光伏制造降本增效仍为主线，重点关注 硅料、电池片头部企业格局优化、盈利提升以及金属化新技术渗透率提升。 风电方面，国内海陆风招标及建设有望稳步推进，2025 年需求向好或带动整 机与零部件环节盈利修复；同时伴随国内项目招标动工、海外利率下行及项 目规划推进，海外及出海需求亦相对旺盛。建议优先配置盈利有望改善的整 机及锻铸件环节，受益于海风、出海逻辑的整机、桩基、海缆环节。新能源 车方面，政府工作报告提出大力发展智能网联新能源汽车，全年销量有望保 持高增，带动电池和材料需求增长。近期受供需影响，部分材料环节出现涨 价，有望带动盈利回升，2025 年或迎来量 ...

Core Viewpoint - The vascular interventional surgery robot market is rapidly growing, driven by technological advancements, capital investment, and increasing demand, with significant potential for development in China due to the high prevalence of cardiovascular diseases [1][4][8]. Industry Definition and Classification - Vascular interventional surgery robots assist doctors in performing diagnostic and therapeutic procedures guided by medical imaging, utilizing tools such as needles, guidewires, and catheters. They can be classified based on functionality and application techniques, with coronary intervention being the most developed area globally [2][4]. Current Industry Development Status - The vascular interventional surgery robot market has seen substantial growth, with the global market size increasing from $0.03 billion in 2016 to $1.8 billion in 2022, and projected to reach approximately $5.3 billion by 2024 and over $10 billion by 2025 [4][6][8]. Market Potential in China - The vascular interventional surgery robot market in China is still in its early stages, with a market size of approximately $0.29 million in 2022, expected to grow to about $8.58 million by 2025, driven by the high incidence and mortality rates of cardiovascular diseases [8][19]. Industry Chain - The industry chain for vascular interventional surgery robots includes upstream components and materials, midstream equipment manufacturing and system integration, and downstream clinical applications and services [10]. Competitive Landscape - The competitive landscape includes both international and domestic companies. Notable international players have received FDA and CE certifications, while domestic companies are beginning to achieve significant milestones, such as the approval of the first domestic vascular interventional surgery robot by Yidu Medical [12][17][18]. Future Development Trends - The future of vascular interventional surgery robots is expected to feature enhanced feedback and advanced force control capabilities, integrating advanced imaging navigation functions, and expanding applications across various types of vascular interventions [19].