智通财经APP讯，华友钴业(603799.SH)发布公告，近日，公司子公司成都巴莫科技有限责任公司(简 称"成都巴莫")与惠州亿纬锂能股份有限公司(简称"亿纬锂能")签订了《产品供应框架协议》，协议约 定，2026年至2035年期间，成都巴莫匈牙利工厂预计向亿纬锂能匈牙利工厂供应超高镍三元正极材料合 计约12.78万吨，其中，2027年-2031年供货约12.65万吨。前述产品预计销量均为初步约定，最终销售数 量以双方后续签订的采购订单为准。 锂电新能源材料产业是公司重点发展的核心业务，也是公司产业一体化的龙头。本次与亿纬锂能签订大 圆柱电池材料相关产品供应协议，聚焦欧洲高端车企新一代电池平台配套需求，有利于进一步深化双方 战略合作关系，在提升公司锂电新能源材料市场占有率的同时，持续深化"上控资源、下拓市场、中提 能力"的一体化发展优势，助力公司深度嵌入欧洲电动汽车产业链，依托大圆柱电池技术迭代机遇强化 产业链协同，进一步增强公司在锂电新能源产业链中的核心竞争力，符合公司长远发展战略与全体股东 利益最大化目标。本协议对当期业绩不产生重大影响，待正式批量供货后，预计将对公司的经营业绩产 生积极影响，有效提升公司 ...

关键词：海信；显示技术；RGB-Mini LED；产业链协同 来源：环球网 摘要：海信坚持"技术立企"战略，以科技创新驱动发展，通过自主研发全球首台116英寸RGB-Mini LED 电视及RGB三维控色技术，突破光色同控难题，实现色彩、亮度及能耗的行业引领，推动中国显示技 术实现"弯道超车"。同时，海信通过产业链协同，整合上游芯片与核心部件资源，构建全球化研产销体 系，并带动40余家供应商共同出海，以开放生态促进行业共生与高端化攀升。 技术立企是海信的企业战略。56年来，海信坚持技术立企，以用户需求为中心，致力于研发深度和技术 突破推动产业高端化和智能化升级，以创新赋能产品升级与产业变革。海信自80年代通过引入和培育先 进技术，秉承"技术立企、稳健经营"的理念，在多变的市场环境中保持了技术领先。目前海信已在全球 设立36个工业园区和生产基地、30所研发机构、64个海外公司和办事处，拥有超1万名工程技术人员， 不断催生创新技术和产品应用，满足全球消费者需求。 坚持科技创新驱动 在全球显示技术加速迭代的关键时期，RGB-Mini LED正成为全球产业界关注的焦点。 案例正文： 2025年1月，海信在2025国际 ...

产业联盟是由陕西经济联合会、陕西省石油和化学工业联合会发起，陕西相关化工企业、高校、科研院 所、园区等组建成立的开放性、非营利性机构，旨在通过技术交流、资源共享、政策引导、知识培训 等，推动科技创新成果转化，促进产业结构调整转型，推动陕西精细化工产业向高端化、绿色化、智能 化方向发展。 中化新网讯 11月21日，陕西省精细化工产业联盟成立大会在西安举行。陕西省石油和化学工业联合会 会长张立岗任联盟理事长，西北大学副校长兼化工学院院长范代娣等10人任副理事长，西安凯立新材料 股份有限公司原党委书记、董事长张之翔任秘书长。 图为刘迎军(左)与张立岗为联盟揭牌。 (联盟供图) 陕西经济联合会会长刘迎军表示，联盟要锚定创新驱动核心，发挥企业主体作用，依托高校院所，聚焦 产业链关键技术、绿色工艺等痛点，联合攻关突破"卡脖子"难题，推动创新链和产业链无缝对接。健全 协同发展机制，建立信息共享、资源统筹、利益共享的合作体系，推动成员单位实现技术联创、市场联 闯、要素联引，形成上下游联动的产业生态。强化标准引领作用，推动制定行业先进标准，规范产业发 展秩序，提升区域精细化工产品的市场竞争力和话语权。聚焦环保、安全等关键领域， ...

Core Viewpoint - The acquisition of Nylstar by Zhejiang Aixinel Hosiery Co., Ltd. marks a significant step for Chinese enterprises in the global textile raw materials sector, establishing a more stable and innovative high-end yarn supply chain [3][4]. Group 1: Acquisition Details - Zhejiang Aixinel Hosiery Co., Ltd. has successfully completed the strategic acquisition of Nylstar, a Spanish company, and has restarted its production line [3]. - Nylstar, founded in 1923, was once a benchmark in high-end textile technology but faced bankruptcy in 2023 due to market demand changes and rising energy costs [3][4]. Group 2: Strategic Vision - The acquisition reflects a clear strategic vision, creating a "dual-core" global structure with a technology R&D center in Spain and an operational headquarters in Hangzhou, China [5]. - The integration of Nylstar's advanced technology and customer base will enhance Aixinel's product competitiveness while facilitating Nylstar's entry into the Chinese market [5]. Group 3: Future Plans - Aixinel aims to achieve the next century for Nylstar through green and intelligent upgrades of production lines and the development of eco-friendly yarn products [5]. - The restart of Nylstar's production line will revitalize its century-old technological heritage, showcasing the fusion of "Chinese manufacturing" with long-term vision [5].

证券日报网讯新和成11月24日发布公告，在公司回答调研者提问时表示，公司布局草铵膦项目主要考虑 产业链的协同性，公司积极关注并培育植保，希望以此产品为契机进入植保行业。目前在进行草铵膦立 项准备工作，精草铵膦项目目前已获环评审批，大生产投建计划需结合公司战略及市场情况确定。 （文章来源：证券日报） ...

Core Points - The event "2025 Inner Mongolia Grassland Quality Products Enter Xiong'an Supply and Demand Connection" was launched to promote over 400 high-quality agricultural and livestock products from Inner Mongolia, facilitating connections between enterprises in the Beijing-Tianjin-Hebei region and Inner Mongolia [1] - The collaboration aims to deepen regional cooperation and promote industrial development, leveraging the resource advantages of Inner Mongolia to meet the growing demand for green and high-quality agricultural products in Xiong'an [2][3] Group 1: Event Overview - The event was organized by various governmental bodies, including the Inner Mongolia Autonomous Region Government and the Ordos Municipal Government, to build a supply and demand bridge [1] - The initiative is part of a broader strategy to enhance cooperation between Inner Mongolia and Xiong'an, focusing on both livelihood and industrial synergy [2] Group 2: Strategic Measures - Xiong'an plans to implement three major measures to deepen cooperation: upgrading long-term platforms, enhancing logistics collaboration, and expanding industrial dimensions [2] - The establishment of a marketing center for Inner Mongolia's quality agricultural products in Xiong'an is set for May 2024, with six major brands expected to achieve regular supply [2] Group 3: Agricultural Strengths - Inner Mongolia is recognized as a significant agricultural production base, contributing to national supplies of various products, including 1/5 of the country's sheep meat and 1/6 of its milk [10] - The region has developed a marketing matrix that integrates online and offline channels, achieving an annual sales volume of 500 billion yuan [4] Group 4: Brand Promotion - The event featured brand promotions for "Warm City Multi-Taste," "Xing'an League Rice," and "Chifeng Flavor," along with the launch of an online marketplace for these products [7] - Ordos City has certified 328 green and organic agricultural products, with a projected total industrial chain output value exceeding 56 billion yuan in 2024 [7]

Core Viewpoint - The article highlights the transformation of the "Enterprise Salon" in Guishan Town, focusing on enhancing the resilience and competitiveness of the regional industrial chain through a more specialized and precise approach [1][4]. Group 1: Industrial Chain Development - Guishan Town has shifted from a traditional "large conference" service model to an "in-depth diagnosis" mechanism for the industrial chain, aiming for efficient and practical connections [3]. - The shipbuilding and offshore equipment industry has been identified as a breakthrough area due to its strong leading enterprises, long supply chain, and significant supporting demands [3]. - A "demand list" and "supporting capability list" were created by analyzing the needs of leading enterprises and the capabilities of supporting companies, facilitating targeted matchmaking [3]. Group 2: Collaboration and Support Mechanisms - The government plays a supportive role, providing guidance at the beginning of the salon while allowing leading enterprises to present their needs and technical requirements [3]. - A system is in place to track and promote cooperation intentions, with dedicated personnel responsible for consulting and coordinating resources to ensure project implementation [4]. - Customized support policies are being developed to address common needs among enterprises, such as assistance in technology development and financing [4]. Group 3: Outcomes and Future Directions - Following the shipbuilding and offshore equipment salon, several supporting enterprises signed substantial contracts with leading companies, marking a breakthrough in localizing key components [4]. - Leading enterprises are more confident in taking on high-value orders due to improved supply chain efficiency, driving the industry towards higher-end, intelligent, and green development [4]. - The transformation of the "Enterprise Salon" reflects a significant change in service philosophy and model, with the government transitioning from a "commander" to an "organizer and protector," empowering enterprises as the main players in resource allocation and collaborative success [4].

Core Viewpoint - The company, Dajin Heavy Industry, is experiencing significant growth in its wind power equipment business and is expanding its renewable energy projects, highlighted by a recent exclusive supply contract worth approximately 1.339 billion yuan for an offshore wind farm project with a European energy company [1][2]. Group 1: Offshore Wind Power Contracts - Dajin Heavy Industry's subsidiary, Penglai Dajin, signed an exclusive supply contract for an offshore wind farm project with a total value of approximately 1.339 billion yuan, which accounts for about 35.41% of the company's audited revenue for 2024 [2][3]. - The company has seen explosive growth in its overseas business, frequently securing large orders, including a recent contract worth approximately 1.25 billion yuan for a large offshore wind project [2]. - The company’s other subsidiary, Panjin Dajin, signed a contract worth approximately 285 million yuan for the construction of a semi-submersible barge with a Norwegian shipowner [2]. Group 2: Financial Performance - Dajin Heavy Industry reported a revenue of 4.595 billion yuan for the first three quarters of the year, representing a year-on-year increase of 99.25%, and a net profit attributable to shareholders of 888 million yuan, a year-on-year increase of 214.63% [2]. Group 3: Onshore Wind Power Projects - The company is also expanding its renewable energy business, with plans to invest in a 950,000 kW onshore wind power project in Tangshan, with a total investment not exceeding 4.38 billion yuan [4]. - The new onshore wind project is expected to significantly enhance the company’s renewable energy generation capacity and optimize its revenue structure, strengthening its market position in North China [4]. Group 4: Strategic Transition - Dajin Heavy Industry's investments in renewable energy projects reflect a strategic shift from being solely an equipment manufacturer to becoming a comprehensive energy service provider that integrates development, construction, and operation [4][5]. - The company aims to achieve industry chain synergy and sustainable development by prioritizing the use of self-produced wind power equipment in its projects, creating a virtuous cycle of "sales promoting production" [5].

Core Viewpoint - Kailong High-Tech Co., Ltd. plans to invest 5 million yuan in Wuxi Lingzhang Robot Technology Co., Ltd. to enhance industrial chain synergy and deepen its robotics strategy [1] Group 1: Investment Details - The investment will consist of 91,411.8 yuan added to registered capital and 4,908,588.2 yuan added to capital reserves [1] - After the investment, the company will hold a 2.50% stake in Lingzhang Robot, which will not be included in the consolidated financial statements [1] Group 2: Strategic Implications - The company has already established a business in dexterous hand detection equipment and is developing smart devices for dynamic detection of operational force and dexterity [1] - This investment is expected to strengthen industrial chain synergy and help the company accumulate and expand customer resources in the robotics field [1] - The robotics industry is experiencing rapid development, with accelerating iterations and innovations in technology, products, supply chains, and business models [1] Group 3: Market Positioning - Focusing on dexterous hands as an industry touchpoint will enable the company to gain insights into industry trends and changing demands [1] - This will provide support for future product upgrades and iterations [1]

Production Capacity and Utilization - Current production capacity for fluorinated liquids includes 3,000 tons/year for HFE and 2,500 tons/year for PFPE [2] - The company's battery chemical production capacity is 283,100 tons with a utilization rate of 83.54% [19][27] - Organic fluorochemical production capacity utilization is at 62.33%, while electronic information chemical utilization is at 49.67% [27] Market Position and Strategy - The company ranks among the top two in market share for lithium battery electrolyte, with continuous improvement in customer recognition [3] - The company emphasizes a long-term value creation strategy over short-term profit maximization, focusing on comprehensive supply chain management [3] - The company is expanding its fluorinated liquid product capacity through a project aimed at producing 30,000 tons of high-end fluorochemical products [2] Raw Material and Pricing Dynamics - Recent price increase for lithium hexafluorophosphate is 100,000 CNY per ton, potentially increasing gross profit by 3 billion CNY if fully utilized [3] - The company maintains a raw material self-sufficiency rate of over 50%, with plans to adjust this as new capacities come online [3] - The company is actively managing price transmission in response to raw material cost fluctuations, ensuring product value is reflected [20][21] Research and Development Focus - The company is committed to R&D investments aimed at product and technology innovation, enhancing product quality and solutions for customers [6] - Ongoing research includes advancements in liquid and solid-state battery technologies, with a focus on interface conduction challenges [9] Future Outlook and Market Trends - The company is optimistic about the long-term growth of the lithium battery and semiconductor markets, despite short-term fluctuations due to policy changes in the US and Europe [12] - The company is preparing for increased demand in the data center cooling market, with ongoing certification processes for its liquid cooling products [26] Financial Management and Shareholder Value - The company has implemented a market value management system, including stock buybacks and consistent dividend payments to enhance shareholder returns [12] - The management is focused on maintaining core competitiveness and sustainable growth to deliver long-term value to investors [28]