党的二十届四中全会提出，提升产业链自主可控水平，强化产业基础再造和重大技术装备攻关， 滚动实施制造业重点产业链高质量发展行动，发展先进制造业集群。 12月3日，四川省金镭重工有限公司（简称金镭重工）厂区内，机械轰鸣声与钢材焊接的"滋滋"声 此起彼伏，车间里浓郁的"工业风"扑面而来：冷却区域，一个个巨型铸钢件黑里透红，数米之外 都能感受到阵阵热浪；打磨车间内，工人围着形状不同、大小不一的铸钢件进行精细打磨，去除 表面瑕疵。 这些看似厚重硕大的铁疙瘩，在历经模具制作、造型、清砂、热处理、检测等工序后，将运往全 国乃至全球各地，成为核电、重型燃机等国家重大工程的"关键骨骼"。 党的二十届四中全会提出，提升产业链自主可控水平，强化产业基础再造和重大技术装备攻关， 滚动实施制造业重点产业链高质量发展行动，发展先进制造业集群。作为内江"4+ 2"主导产业的 重要组成部分，"装备+"产业是内江工业的老本行。内江通过引进先进技术、培育龙头企业、搭建 创新平台等方式，推动"装备+"产业向高端装备制造转型。 金镭重工能成为内江"装备+"产业的代表之一，在于它生产的这些铁疙瘩隐藏着两个极限指标：向 上耐受620摄氏度的高温，向下抵 ...

来源：央视网 央视网消息：12月5日，2025数智科技生态大会期间，中国电信现代产业链焕新升级共链大会暨AI+智 慧监管生态合作论坛在广州成功举办。论坛围绕现代产业链焕新升级的新内涵、新举措、新成果展开深 入探讨。 本次大会，中国电信翼支付联合15家产业链伙伴代表，共同成立"中国电信现代产业链焕新升级共链行 动暨数字消费权益生态联盟"，期待通过持续深化产业链生态合作，更好满足用户高品质生活需求，促 进国民经济循环畅通。 据了解，中国电信翼支付基于数字消费权益生态的丰富场景，创新打造"翎泽"数字消费生态平台，该平 台已连接超70家央国企及200个行业头部品牌，构建起以央国企为核心、服务范围覆盖全国、安全可信 的数字消费权益生态。该平台已在30余家央国企落地应用并成功入选2025年国务院国资委央企人工智能 战略性高价值场景。 为进一步筑牢产业链自主可控安全防线，中国电信智慧监管御风品牌发布暨生态联盟正式启航，中国电 信翼支付携手十余家产业链伙伴展开生态合作，为产业链数据运营智能化、治理现代化转型提供有力支 撑。 在同期举办的数智科技生态展上，中国电信翼支付打造的AI+支付与数据科技生态合作展区，集中呈现 了数字消 ...

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"在这样的前景下，我们应该抱有十足的底气和决心，尽快排除行业非理性竞争、国际贸易不确定性以 及'脱钩断链'风险等各种复杂因素的干扰，摆脱利润下行困境，回到良性的发展轨道。"付炳锋总结 道。 资料显示。中国汽车工业协会一直重视行业自律工作，维护产业肌体的健康，让企业专注于价值创造。 20多年来，协会每年召开零部件年会，自2020年以来，焕新升级为"中国汽车供应链大会"，通过促进整 零对接、发布研究报告、展示创新成果等方式，助力汽车供应链提质升级，同时也为促进产业集群和区 域经济发展发挥了应有的作用。 付炳锋表示，"十四五"期间，国际环境复杂多变，国内经济稳增长任务艰巨，在这样的情况下，汽车行 业实现了电动化的转型和国内市场的恢复性增长，也打开了国际市场的新局面。今年以来，汽车行业综 合治理持续深入推进，企业抢抓年底政策切换窗口期，积极投放新品上市，汽车市场延续了良好发展态 势，预计行业全年将实现稳增长的预期，交出满意的答卷。站在"十五五"开局的全新起点上，行业以从 容有余的姿态迈向新征程，对未来充满信心。 展望"十五五"，党的二十届四中全会和"十五五"规划建议明确提出，要"提升产业链自主可控水平""增 强质量技 ...

Core Viewpoint - The company plans to raise up to 900 million yuan through a private placement of A-shares to fund various semiconductor-related projects and improve its financial position [1]. Group 1: Project Summaries - The photomask material project has a total investment of 146 million yuan, with 145 million yuan allocated from the raised funds. This project aims to enhance production capabilities and meet market demand for photomask target materials, contributing to the company's growth in the semiconductor sector and aligning with national strategies [1]. - The ultra-pure semiconductor target material project has a total investment of 357 million yuan, with 355 million yuan from the raised funds. It focuses on producing ultra-pure semiconductor targets, filling domestic supply gaps, and enhancing the company's competitive edge in the semiconductor materials market [2]. - The semiconductor materials R&D project has a total investment of 202 million yuan, with 200 million yuan from the raised funds. It aims to address supply shortages in high-end targets and high-performance ceramic substrates through advanced research and development, thereby strengthening the company's technological capabilities [3]. Group 2: Financial Utilization - The company intends to allocate 200 million yuan from the raised funds for working capital and repaying bank loans, which will improve its liquidity and financial stability [4].

Core Viewpoint - China Railway Signal and Communication Group Co., Ltd. (通号集团) plans to divest its entire stake in Kaifa Electric (凯发电气), amounting to 36.6869 million shares, which represents 11.63% of the total share capital after excluding shares in the company's repurchase account [1] Group 1: Shareholding Changes - The divestment will result in 通号集团 no longer holding any shares in Kaifa Electric, where it was the second-largest shareholder as of September 30 [1] - 通号集团 initially acquired shares in Kaifa Electric on December 26, 2018, through a share transfer agreement, purchasing 14.2263 million shares at a price of 6.45 yuan per share, totaling approximately 91.76 million yuan [2] - After subsequent investments in convertible bonds, 通号集团's total equity stake in Kaifa Electric was calculated to be 11.18% if all bonds were converted at the initial conversion price of 8.15 yuan per share [2] Group 2: Company Development Plans - Kaifa Electric recently announced a plan to raise 300 million yuan through a private placement to fund technology upgrades and the development of a power supply automation product platform [3] - The company is transitioning from traditional power supply automation systems to higher-value products, including intelligent power supply dispatch and smart monitoring systems, necessitating advanced technology [3] - The funds raised will support the establishment of an integrated production line for power supply automation products, enhancing product quality and reducing costs while aligning with national strategic goals for self-controlled technology [3]

Group 1 - The company, Xingyuan Zhuomai, is recognized as a leading enterprise in the domestic semi-solid magnesium alloy components sector [2] - The company has diversified its supply chain for equipment, currently utilizing JSW brand semi-solid injection equipment [2] - The company is addressing investor concerns regarding the progress of domestic equipment localization in the context of national emphasis on self-sufficiency in industrial chains [2]

调整之后，面向 2026 年哪些产业值得关注？20251123 摘要 中国经济发展重心转向高质量发展，强调通过技术创新实现产业链自主 可控，并积极拓展多边合作以突破地缘政治限制，寻找新的增长点。 国产算力芯片全链条自主可控是 AI 能力闭环的核心，2025 年芯片领域 已现超额收益。2026 年，芯片全产业链技术封锁突破及本土产能建设 至关重要，相关公司如盛合晶微等推进上市，有望享受估值溢价。 全球地缘政治变化及多极化趋势支撑战略资源品价格，有色金属如铜、 铝、锡、钴、钨、稀土等供给刚性资源以及核能发展带来的新需求值得 关注。 前沿产业创新重点关注晶圆厂、先进封装设备及零部件材料，以及 GPU ASIC EDI 软件等环节。应用端应关注具有私数据护城河的 To B 公司， 尤其是在数据壁垒方面有优势的企业。 新能源产业正向统筹协调、集成融合发展，储能、绿色氢氨醇迎来发展 机遇。全固态电池将在 2026 年迎来产业化关键期，核聚变工程实验堆 招标提速，四代核能中的土基熔岩堆技术路线值得重视。 Q&A 2026 年在产业选择上有哪些值得关注的方向？ 2026 年作为"十五五"规划的开局之年，产业选择需要高度重视全 ...

Group 1: Company Overview and Activities - The company, Dongfang Tantalum Industry Co., Ltd., is involved in the production and supply of tantalum and niobium products [1][2] - The investor activity record indicates a site visit and meetings with various asset management companies [2][3] Group 2: Supply Chain and Raw Material Procurement - The company has secured a binding equity acquisition of Taboca Mining Company in Brazil, which includes a multi-metal mine and smelting facilities [4] - A procurement contract for approximately 3,000 tons of iron niobium tantalum alloy has been signed, with an estimated value of 540 million RMB, ensuring a stable supply chain [4] Group 3: Market Demand and Production Capacity - The company aims to optimize its product structure to meet the growing demand in the tantalum and niobium industry, driven by advancements in high-tech fields such as 5G and defense [4] - Current production capabilities are insufficient to meet downstream market demands, necessitating new projects and upgrades [4] Group 4: Project Developments - The company is advancing its superconducting cavity construction projects to enhance R&D and production capabilities [5][6] - The project for a production line capable of producing 100 superconducting cavities has been completed, while another for 400 cavities is progressing as planned [6] Group 5: Future Development Plans - The company plans to focus on the tantalum and niobium sectors, emphasizing technological innovation and efficient management to achieve scale and quality [7] - A commitment to integrating production and research is highlighted, with a focus on developing new high-tech products [7]

Core Insights - The Sci-Tech 200 Index has gained over 47% year-to-date as of October 29, outperforming major A-share indices, highlighting its appeal to investors due to its small-cap characteristics and high growth potential [1] - The Sci-Tech 200 Index is part of a comprehensive index system that includes large, medium, and small-cap stocks, focusing specifically on small-cap companies within the Sci-Tech Board [1][3] - The industry distribution of the Sci-Tech series indices shows significant differences, with the Sci-Tech 50 heavily concentrated in the electronics sector, while the Sci-Tech 200 has a more balanced distribution across various industries, including electronics, pharmaceuticals, and machinery [1][3] Investment Style Comparison - The Sci-Tech 50 Index represents large-cap stocks with strong institutional backing, while the Sci-Tech 200 Index showcases a small-cap growth style, with over 40% of its constituents being "specialized and innovative" enterprises [3] - The R&D expenditure as a percentage of revenue for the Sci-Tech 200 constituents is higher than that of the Sci-Tech 50, indicating a strong commitment to innovation and future profitability [3] Long-term Growth Potential - The Sci-Tech 200 is positioned to benefit from policy catalysts and industry opportunities, with new regulations expanding the listing channels for frontier technology companies [3] - The predicted net profit growth rate for the Sci-Tech 200 Index in 2025 is 240%, significantly higher than the 40% expected for the Sci-Tech 50, driven by investments in AI, semiconductor materials, biomedicine, and new energy technologies [4] Strategic Importance - The Sci-Tech 200 Index is expected to play a crucial role in China's technological self-reliance journey, focusing on core technologies and self-controlled industrial chains [7]