会议在 鑫椤资讯总经理连萍女士 的致辞中拉开帷幕。她指出 固态电池，凭借固态电解质替代液态电解液的核心突破，以高能量 密度、高安全性、高低温适应性、长循环寿命的优势，成为全球能源科技竞争的 "战略必争之地"。 随着 2028年的临近，固态 电池已从"技术选项"变为"生存刚需"。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 据鑫椤资讯统计， 2024年中国固态/半固态电池产量已达5. 1 GWh， 预计 2028年将达到29.2 GWh 。 这一数字背后，是产业 界对技术变革的押注，更是人类对可持续能源未来的共同向往。 在这种对固态电池的呼声之中， 2025年7月9日， 由鑫椤资讯主办的 2025（ 第三届 ） 中国固态电池技术发展与市场展望高峰 论坛在上海隆重举行。 本次论坛汇聚了国内外固态电池领域的顶尖专家、学者及企业代表，共同探讨固态电池技术的最新进展、 市场应用前景及面临的挑战。 固态电池技术最新进展 I C C S I N O 1. 全固态电池工程技术难点攻克 国联汽车动力电池研究院创新事业部的杨容 副总经理 详细阐述了全固态电池在关键材料、电池设计及工 ...

证券代码：002255 证券简称：海陆重工 苏州海陆重工股份有限公司 投资者关系活动记录表 编号：2025-005 | 投资者关系活动类 | √特定对象调研 □分析师会议 | | --- | --- | | 别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 员姓名 | 中信建投：汪正鑫； | | | 东北证券：王浩然； | | | 甬兴证券：赵莉莉 | | 2025 时间 | 年 7 月 10 日 10:00-11:30 | | 地点 | 公司会议室 | | 上市公司接待人员 | 董事会秘书张郭一 | | 姓名 | | | 投资者关系活动主 | 一、公司主营业务简单介绍 | | | 公司目前主营业务未发生变化，为工业余热锅炉、 | | | 大型及特种材质压力容器及核安全设备的制造销售；固 | | | 废、废水等污染物处理及回收利用的环境综合治理服 | | | 务；光伏电站运营。 | | | 二、核电业务介绍 | | 要内容介绍 | 公司从 1998 年起开始核电设备的制造，经过 20 多 | ...

过去3天，7万多名观众走进展厅，虽然这里汇聚了西门子、阿尔斯通等国际品牌，但最受关注的还是中国企业的展台。因为就在展 览开始前，全球最快高铁CR450跑出了最新的试验速度。 中车四方股份公司高速动车组主任设计师陈曦介绍，CR450AF动车组，目前最高试验速度达到了450公里每小时，其安全性能保证 从400公里到0公里的制动距离与目前CR400AF保持一致。 央视网消息：为期3天的第十七届中国国际现代化铁路技术装备展7月10日落幕。本届展览全球500余家企业带来了行业领先的技术和 展品。据了解，中国高铁技术全球领跑的优势在持续扩大。 3天的展期，4万平米的展览面积，14个国家和地区的铁路企业汇聚，展示了世界铁路技术的最新成果，也让中国高铁再次冲上了热 搜。 不仅是速度上的单项冠军，中国高铁目前已经形成了里程最长、在建规模最大、技术最全面、应用场景最丰富的诸多优势。 中国中铁科学研究院总经理高红兵介绍，它利用刀盘与岩石的摩擦产生震动信号，实时采集隧道前方100米不良地质信息，包括断 层、涌水，及时纠正各项参数，使施工更加智能高效。 就在本届展览期间，时速300公里的复兴号货运动车组列车也正在加紧研制。世界最大功率 ...

截至2025年7月10日 11:23，恒生医疗保健指数(HSHCI)下跌0.18%。成分股方面涨跌互现，巨子生物(02367)领涨4.24%，药师帮(09885)上涨4.13%，东阳光长 江药业(01558)上涨3.48%；先声药业(02096)领跌3.36%，亚盛医药-B(06855)下跌3.23%，同源康医药-B(02410)下跌2.81%。恒生医疗ETF(513060)下跌 0.17%，最新报价0.58元。拉长时间看，截至2025年7月9日，恒生医疗ETF近1周累计上涨2.48%。 流动性方面，恒生医疗ETF盘中换手13.83%，成交11.20亿元，市场交投活跃。拉长时间看，截至7月9日，恒生医疗ETF近1月日均成交22.10亿元，排名可比 基金第一。 近期，国家药监局发布《关于优化全生命周期监管支持高端医疗器械创新发展有关举措的公告》，从审批加速、标准完善、国际化支持等多维度系统性推动 高端医疗器械创新。其中，AI辅助诊断、新型生物材料标准化研究及国际注册便利化等多项政策红利将惠及体外诊断（IVD）行业，为其技术创新与全球化 布局提供有力支撑。例如，在AI诊断领域，政策简化算法优化变更流程，为AI辅助 ...

Core Viewpoint - The liquid paraffin market in China is expected to grow from approximately 1.834 billion yuan in 2024 to 2.039 billion yuan in 2025, driven by increasing demand in skincare, cosmetics, lubricants, and preservatives, alongside a shift towards greener and more specialized products due to stricter environmental regulations and evolving consumer preferences [1][17]. Industry Overview - Liquid paraffin, also known as white oil, is derived from kerosene or diesel fractions and is characterized by its chemical stability and inertness, making it essential in various applications such as lubricants, cosmetics, pharmaceuticals, and food packaging [3][17]. - The industry is witnessing a transition towards green, high-end, and specialized products, with technological innovations and market demands driving growth [1][17]. Market Size and Growth - The Chinese liquid paraffin market is projected to reach approximately 1.834 billion yuan in 2024, with an expected increase to 2.039 billion yuan in 2025 [1][17]. - The skincare industry is a significant growth driver, with the market size for skincare products in China estimated at around 295.9 billion yuan in 2024, reflecting a year-on-year growth of 5.01% [14]. Import and Export Dynamics - In 2024, China imported 138,000 tons of liquid paraffin and heavy liquid paraffin, marking a year-on-year increase of 32.83%, with an import value of 1 billion yuan, up 23.93% [19]. - Exports of liquid paraffin and heavy liquid paraffin saw a significant decline, with only 750 tons exported in 2024, a drop of 93.12% year-on-year, attributed to weak international demand and increased trade barriers [19]. Industry Policies - The Chinese government is focusing on sustainable development in the paraffin industry, implementing policies to reduce environmental pollution and enhance resource efficiency [8]. - Recent guidelines aim to support the digital transformation of the petrochemical industry, promoting advanced technologies and improving management levels [8]. Industry Chain Structure - The liquid paraffin industry chain consists of upstream raw materials (primarily petroleum), midstream processing (distillation and cracking), and downstream applications in pharmaceuticals, cosmetics, and industrial products [11][13]. Key Companies - Major players in the liquid paraffin market include China Petroleum, China Petrochemical, and various regional refineries such as Fushun Petrochemical and Daqing Petrochemical, which are involved in the production and supply of liquid paraffin [22][24][25][27].

Industry Overview - The material handling machinery industry primarily involves equipment used for loading, transporting, lifting, stacking, and storing materials within enterprises such as ports, stockyards, mines, and commercial warehouses [1][2] - The industry can be categorized into several functional types, including lifting machinery, conveying machinery, loading and unloading machinery, feeding machinery, logistics storage equipment, and mechanical parking equipment [2] Current Market Situation - The Chinese economy has faced multiple pressures, leading to a decline in the manufacturing sector, with the manufacturing PMI index remaining below the critical value from May to September 2024 [4][6] - The material handling machinery industry has experienced a continuous decline in revenue, dropping from 742.8 billion yuan in 2022 to 717.7 billion yuan in 2023, and further down to 696.3 billion yuan in 2024 [6] - The total profit for the industry in 2024 is projected to be 46.6 billion yuan, a year-on-year decrease of 4.7%, with a profit margin of 6.7%, down by 0.1 percentage points [6] Trade Dynamics - The international standing of China's material handling machinery has improved, with export values steadily increasing and import values significantly decreasing, resulting in a long-term trade surplus [10] - In 2024, the export value of the material handling machinery industry reached 32.953 billion USD, a year-on-year increase of 15.25%, while imports amounted to 2.8 billion USD, a decrease of 13.53% [10] - For the first five months of 2025, exports were 14.333 billion USD, up 9.40%, and imports were 1.07 billion USD, down 3.96%, maintaining a trade surplus of 13.315 billion USD [10] Development Background - The material handling machinery industry is supported by a robust manufacturing sector, which is crucial for China's economic strength and international competitiveness [4] - The manufacturing value added reached 33.55 trillion yuan in 2024, accounting for 24.9% of the GDP, indicating significant growth potential for the material handling machinery sector [4] Technological Innovation - Technological innovation is identified as the core driving force for the industry's transformation and upgrading, with companies expected to increase R&D investments to develop more efficient, intelligent, and environmentally friendly machinery [20] - The integration of advanced technologies such as IoT, big data, and artificial intelligence is promoting the shift towards smart, remote monitoring, and maintenance solutions in material handling machinery [20] Industry Trends - The integration and collaboration within the industry chain are becoming key to enhancing overall competitiveness, with a focus on resource sharing and optimizing resource allocation [21] - The "Belt and Road" initiative is encouraging the material handling machinery industry to embrace globalization, expanding overseas markets and exporting advanced technologies and products [22]

埃里克·索尔海姆 中老铁路不仅是对"绿水青山就是金山银山"理念的生动诠释，更是中国与老挝携手共进、推动可持 续发展的有力见证。 联合国教科文组织东亚地区办事处主任 "赤水河、长江中下游流域、黄河流域等均通过综合治理，实现了生态蜕变。这些守护碧水的成 果，是'中国绿'的生动体现。" 詹姆斯·桑顿 联合国前副秘书长 "中国加快绿色科技创新和先进绿色技术推广应用，在多项绿色技术上遥遥领先。过程中，中国企 业展现的创新活力令人印象深刻。" 赛萨纳·西提蓬 老挝科技和通信部副部长 老中友好协会副会长 夏泽瀚 克莱恩斯欧洲环保协会主席 牛津大学教授 "'中国绿'是希望的颜色，这种希望不仅属于中国，更属于整个世界。" 英国罗蒙德湖与特罗萨克斯国家公园管理局局长 "'中国绿'，是一种宏大且深厚的绿。'宏大'在于体量和规模，'深厚'则源于行动的扎实深入。" 戈登·沃森 埃丽安·韦斯特 周训超摄（人民视觉） 从卫星图上俯瞰，绿色在这片土地上铺展。在贵州省安顺市关岭布依族苗族自治县，经过石漠化治 理，"石旮旯"里长出了一片森林，曾经满目疮痍的"石头山"今已变作"绿满山"。 相似的绿色，织染在大江南北：在塞罕坝，绿进沙退，茫茫荒原变 ...

证券代码：873001 证券简称：纬达光电 公告编号：2025-047 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 佛山纬达光电材料股份有限公司 投资者关系活动记录表 一、 投资者关系活动类别 心材料开展研发攻坚，目前处于材料研究开发阶段，为未来提升进口替代率、提 高国产化比例持续发力。 问题 2：公司的产品定位和竞争力是怎样的？ 回答：公司的产品定位是高性能定制化偏光片和光学膜的研发、生产与销售， 公司持续关注显示行业技术发展趋势，保持技术创新力度，加快产品迭代升级， 为客户提供性价比高、服务优质的产品解决方案，打造差异化竞争力。 问题 3：高耐久偏光片产品的市场需求和规模有什么发展趋势？ √特定对象调研 二、 投资者关系活动情况 活动时间：2025 年 7 月 7 日 活动地点：公司会议室 参会单位及人员：东莞证券、西南证券 上市公司接待人员：公司副总经理、财务总监、董事会秘书赵刚涛 三、 投资者关系活动主要内容 问题 1：针对上游原材料，目前公司研发进度怎样？ 回答：公司与广东省广新创新研究院 ...

Group 1 - The core viewpoint of the articles highlights the growing acceptance and market share of electric vehicles (EVs) in China, particularly focusing on the success of the Huawei Enjoy S9 model, which has attracted a diverse demographic of consumers, including a significant proportion of female drivers and younger age groups [2] - The Enjoy S9 has achieved impressive sales figures, delivering 4,154 units in the previous month, making it the best-selling electric sedan priced above 300,000 yuan [2] - As of mid-2024, the total number of electric vehicles in China reached 24.72 million, with 4.397 million new registrations in the first half of the year, accounting for 7.18% of the total vehicle population [2] Group 2 - The Chinese EV market is characterized by an oligopolistic structure dominated by Tesla and BYD, with Tesla leveraging advanced technology and global brand influence, while BYD capitalizes on its battery technology and extensive product line [3] - Emerging brands such as NIO, Xpeng, and Li Auto are rapidly gaining market share by focusing on user experience and innovation, while traditional automakers like Geely and SAIC are accelerating their electric transformation [3] - The competitive landscape is expected to undergo significant changes, with industry leaders predicting that only a handful of companies will survive the upcoming market consolidation phase [6] Group 3 - Technological innovation is identified as a key driver for the development of the EV industry, helping companies enhance product performance, reduce costs, and create competitive advantages [7] - The transition from incremental competition to stock competition in the EV market is anticipated, emphasizing the importance of achieving scale and keeping pace with AI advancements [6]

早在2020年，中国就在珠穆朗玛峰海拔6500米处启动运营了全球海拔最高的5G基站。极端的地理和气候条件，要求这项工程必须集高原运输、超低温设 备保护、远程控制等多项核心技术，才能克服重重困难。 这是今天中国通信产业综合实力的缩影，也是很多人为中国5G发展感到振奋时喜欢举的一个例子。的确，中国在5G领域堪称遥遥领先，从2013年开始发 展，到2019年6月30日发放了第一张商用牌照，再到2025年4月中国5G基站总数达443.9万个，中国一步一个脚印，实现了通信产业从追赶、并跑和超越的 过程。 中国在珠峰、南海岛礁、青藏高原、沙漠戈壁等极端环境下建了不少5G基站。 而在5G基建力量雄厚的背后，则是中国在5G专利上独占鳌头的局面。截至今年1月，全球已确立的5G标准必要专利家族数量约5.6万个。其中，中国占比 高居第一，为40.8%，其次是韩国18%，美国仅以15.1%排名第三，仅和华为一家相当。 不过，几乎是美国在5G上被甩开的同时，美国近年来最为火爆的民营科技公司SpaceX，则在太空轨道上发射超8000颗低轨卫星的组网部署。这个超级卫 星网络被命名为"星链"（Starlink），其通信系统不依赖传统地面基站 ...