中泰证券（600918）发布研报称，2025年机械行业整体表现优于大盘，设备板块整体保持上涨，板块内 部涨幅有所分化。内需方面，基建投资增速维持低位，需求虽有修复但动能不足。外需持续回暖，出口 与订单均呈改善趋势。维持机械设备行业"增持"评级，看好新技术包括：人形机器人、核聚变、量子科 技、低速无人、钙钛矿;顺周期方向：工程机械、油服、消费设备。 中泰证券主要观点如下： 产业升级、自主可控要求产业持续推出原创性、颠覆性科技创新，推动制造业产业升级，重点关注人形 机器人、核聚变、量子科技、低速无人、钙钛矿等方向。人形机器人：产业驱动力自主题博弈转向价值 验证，2026年量产节奏与场景订单将重塑投资主线，重点关注全球标杆链与本土放量链的双线机会。核 聚变：行业技术进展加速，政策持续支持，长期商业化前景明确。重点关注托卡马克技术路线及其中的 关键环节。量子科技：产业化进程全面提速，中国追赶窗口已现。重点关注量子计算、量子通信与量子 精密测量三大核心赛道及其上游关键硬件。低速无人：无人环卫具备商业化前景，无人物流正进入高速 增长阶段。重点关注无人物流和无人环卫运营龙头企业。钙钛矿：晶硅叠层电池迎来性价比拐点，GW 级 ...

Event Overview - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, in Shenzhen, marking the 10th anniversary of Qidian Lithium Battery and Qidian Research [1][4] - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on discussions around new materials, processes, technologies, and the evolving industry landscape [1][4] Event Structure - The event includes a main conference and a user-side energy storage and battery technology forum, featuring various specialized sessions [1][4][6] - Key topics include advancements in cylindrical battery technology, battery innovation, new materials, and applications in energy storage [4][6][8] Key Participants - The event will host numerous industry leaders and experts, including representatives from major companies such as CATL, BYD, and BASF, among others [3][10] - Sponsorship and speaking opportunities are provided by various companies, indicating strong industry support and engagement [1][3] Awards and Recognition - The Lithium Battery Golden Ding Award aims to recognize outstanding brands and contributions to the new energy battery industry, promoting innovation and sustainable development [17] - The award ceremony will take place on December 19, 2025, during the evening banquet [18] Registration and Participation - Registration for the event is priced at 2888 RMB per person, which includes access to the conference, meals, and industry white papers [18]

在山东青岛港，绿色的能源正在改变港口的运行方式。这里不仅用上了光伏、风能和储能，连拖轮都用 上了绿色燃料。 "更新"是今年经济主要的变化之一，消费场景的"更新"、基础的设备"更新"，再到城市"更新"，持续激 发中国经济的活力，也为百姓带来"更新"的生活。 港口作业进行时 年吞吐量超7亿吨 在山东青岛港集装箱码头的作业现场，记者来到一艘船的甲板上。这艘船是今年6月刚投入使用的全国 首艘氢电拖轮。记者从青岛港了解到，今年港口的货物吞吐量突破了7亿吨大关，其中集装箱的吞吐量 也突破了三千万标准箱。这些数据的背后离不开港口工作者的辛勤付出，也离不开新能源、新技术的加 持。 续航超12小时 助力绿色港口建设 氢电拖轮亮点多 记者所在的氢电拖轮搭载"氢燃料电池+液冷锂电池"的混动系统，在现场几乎感受不到发动机的震动和 轰鸣，在9节航速的情况下，续航可超12个小时，与传统燃油拖轮相比，它在设备寿命、能源利用等方 面优势显著，预计每年减少二氧化碳排放约1500余吨。此外，驾驶室是采用分体式的双岛布局，不仅可 以提供更好的驾驶视野，还方便各类设备的操作，还有北斗卫星导航系统、智能岸基充电系统，填补了 多项国内空白。 新能源、新 ...

Group 1: Equipment Export - The engineering machinery sector is expected to see a full domestic recovery and moderate export recovery in 2025, with a projected revenue growth of 12% year-on-year in the first three quarters of 2025 [52] - Key recommended companies for engineering machinery include SANY Heavy Industry, XCMG, Zoomlion, LiuGong, and Hengli Hydraulic, which are expected to benefit from both domestic and international demand [3][52] - The oil service equipment sector is poised for significant growth due to historical opportunities in the Middle East and the Belt and Road Initiative, with recommended companies including Jereh and Neway [3] Group 2: Domestic Demand Improvement - The photovoltaic equipment sector is entering a platform integration phase, with significant advancements in perovskite and heterojunction technologies, leading to increased equipment value [3] - The lithium battery equipment sector is expected to benefit from ongoing capacity expansions and solid-state battery technology, with recommended companies including Lead Intelligent and Hanke Technology [4] - The semiconductor equipment sector is experiencing a recovery driven by domestic substitution and AI-related demand, with key recommendations including Northern Huachuang and Zhongwei [4] Group 3: High-Growth Sectors - The PCB equipment sector is entering a new expansion cycle driven by AI, with high demand for advanced HDI and SLP boards, with recommended companies including Dazhu CNC and Ding Tai High-Tech [5] - The liquid cooling equipment market is growing rapidly as it becomes a standard for AI server cooling, with key recommendations including Hongsheng and a focus on Invec [5] - The gas turbine and diesel generator sectors are expected to see significant growth due to increased electricity demand driven by AI, with recommended companies including Jereh and Yingliu [5] Group 4: New Technologies and Directions - The mass production of humanoid robots is anticipated, with domestic component manufacturers expected to benefit from cost reductions, with recommended companies including Hengli Hydraulic and New Coordinates [5] - The integration of new technologies in the photovoltaic sector is leading to industry transformation, with a focus on innovative solutions [5] Group 5: Performance Analysis - The semiconductor equipment and PCB equipment sectors are leading in revenue growth, with semiconductor equipment benefiting from advanced process expansions and PCB equipment driven by AI server demand [33] - The profit growth in the PCB equipment and general automation sectors is notable, with improvements in product structure and scale effects [33] - The overall machinery sector is experiencing a mild upward trend, with significant performance disparities among sub-sectors [11][20]

"更新"是今年经济主要的变化之一，消费场景的"更新"、基础的设备"更新"，再到城市"更新"，持续激发中国经济的活 力，也为百姓带来"更新"的生活。 在山东青岛港，绿色的能源正在改变港口的运行方式。这里不仅用上了光伏、风能和储能，连拖轮都用上了绿色燃料。全 国首艘氢电拖轮正在这里执行任务。 港口作业进行时 年吞吐量超7亿吨 在山东青岛港集装箱码头的作业现场，记者在一艘船的甲板上，这艘船是今年6月刚投入使用的全国首艘氢电拖轮。记者从 青岛港了解到，今年港口的货物吞吐量突破了7亿吨大关，其中集装箱的吞吐量也突破了三千万标准箱。这些数据的背后离 不开港口工作者的辛勤付出，也离不开新能源、新技术的加持。 续航超12小时 氢电拖轮亮点多 · 公开 政务信息 · 发布 行业动态 ·提供 公众服务 了解更多能源动态,请长按图片识别或扫描右侧二维码,关注国家能源局官方微信公众号。 记者所在的氢电拖轮搭载"氢燃料电池+液冷锂电池"的混动系统，在现场几乎感受不到发动机的震动和轰鸣，在9节航速的 情况下，续航可超12个小时，与传统燃油拖轮相比，它在设备寿命、能源利用等方面优势显著，预计每年减少二氧化碳排 放约1500余吨。此外，驾驶 ...

证券日报网12月8日讯顺络电子在12月4日至12月5日回答调研者提问时表示，公司布局钽电容产品多 年，不断投入研发力量，通过材料、工艺、制造方面深厚的积累，已经开发出全新工艺的新型结构钽电 容产品，可以广泛应用于高端消费电子、AI数据中心、企业级ESSD、汽车电子、工业控制等领域。公 司长期致力于新材料、新技术研究和新产品开发，在满足全球高端电子制造企业严苛的品质需求以及建 立安全供应链的基础上，通过持续创新满足全球高端电子制造企业的发展需要，开拓市场应用领域，为 公司稳健增速发展奠定坚实的基础。目前公司各类钽电容产品，为客户配套供应产品线，客户认可度 高，市场及客户层面持续推动中。 （文章来源：证券日报） ...

"更新"是今年经济主要的变化之一，消费场景的"更新"、基础的设备"更新"，再到城市"更新"，持续激 发中国经济的活力，也为百姓带来"更新"的生活。 在山东青岛港，绿色的能源正在改变港口的运行方式。这里不仅用上了光伏、风能和储能，连拖轮都用 上了绿色燃料。全国首艘氢电拖轮正在这里执行任务。 港口作业进行时年吞吐量超7亿吨 新能源、新技术助力绿色港口建设 除了拖轮之外，今年以来青岛港整合了太阳能、风能发电与储能系统，建成并投用港区一体化充电区， 港口光伏项目年发电量约2500万千瓦时，作业车辆新能源应用率近80%，港口清洁能源占比达69%，每 年可减少二氧化碳排放约2万吨。相信未来在新能源和新技术的加持下，绿色港口建设一定会有更多的 惊喜和期待。 （文章来源：央视新闻） 在山东青岛港集装箱码头的作业现场，记者在一艘船的甲板上，这艘船是今年6月刚投入使用的全国首 艘氢电拖轮。记者从青岛港了解到，今年港口的货物吞吐量突破了7亿吨大关，其中集装箱的吞吐量也 突破了三千万标准箱。这些数据的背后离不开港口工作者的辛勤付出，也离不开新能源、新技术的加 持。 续航超12小时氢电拖轮亮点多 记者所在的氢电拖轮搭载"氢燃料电池+液 ...

Group 1 - The company expresses an open and embracing attitude towards new technologies and closely monitors market dynamics and industry frontier technologies and applications [2]

原来她这几天没有回应是在找新技术啊模拟器转账尼玛刷新了认知 https://t.co/97XwAKHhoV ...

Core Viewpoint - The 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will focus on the theme "New Cycle, New Technology, New Ecology," discussing the lithium battery industry's evolution over the past decade and its future development [2]. Event Background and Significance - The Qidian Lithium Battery Industry Annual Conference is a significant annual event that has been held for nine consecutive years, attracting over 1,000 participants each year from the entire lithium battery supply chain [2]. - The 2025 event marks the 10th anniversary of the conference and the Qidian Research Institute, aiming to provide a platform for industry exchange and collaboration [2]. Event Theme and Structure - Event Name: 2025 (10th) Qidian Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony, along with the 2025 User-side Energy Storage and Battery Technology Forum [2]. - Theme: New Cycle, New Technology, New Ecology [2]. - Scale: Over 2,000 offline participants and 30,000 online viewers [2]. Highlights of the Event - The conference will feature nine specialized forums with over 60 prominent speakers discussing core issues and technological breakthroughs [4]. - The 10th Lithium Battery Golden Ding Award will be held concurrently, recognizing outstanding contributions to the lithium battery industry [4]. - The event will also include the 2025 China New Energy Entrepreneurs Club Council meeting, facilitating direct interactions among industry leaders [4]. - More than 50 exhibitors will showcase solutions across the lithium battery, energy storage, and related sectors [4]. Specialized Topics and Forums - Specialized sessions will cover topics such as soft-pack batteries for eVTOL and drones, high-nickel ternary cathode industrialization, and advancements in lithium battery separator technology [7][8]. - The User-side Energy Storage and Battery Technology Forum will address trends in household energy storage and portable energy systems [7]. Golden Ding Award Details - The Golden Ding Award aims to encourage innovation in the lithium battery industry and recognize brands that contribute significantly to its development [8]. - The award categories include various technical innovation awards for battery cells, energy storage technologies, and materials [9][14]. Registration and Participation - Registration for the event is open, with a participation fee of 2,888 yuan per person, which includes access to the conference, meals, and industry white papers [10].