2026广州国际不锈钢展及不锈钢加工设备展览会-不锈钢材料-激光切割机 2026年5月16日至18日，第二十六届广州国际不锈钢工业展览会暨不锈钢加工设备展览会，在中国进出口商品交易会展馆C区首层盛大启幕。吸引了全球目 光，为行业交流合作搭建了广阔平台。 本届展会展出面积高达3万平方米，全面覆盖不锈钢全产业链。从原材料到加工设备，从表面处理技术到制品应用，四大板块精彩呈现，为观众带来一站式 观展体验。 在参展企业方面，众多知名企业踊跃参与。共同构成了强大的参展阵容。 展会上，各类不锈钢材料琳琅满目。铁素体不锈钢、马氏及奥氏体不锈钢、二联不锈钢、钛及镍合金等卷材、带材、板材、棒材、线材等一应俱全。不锈钢 管、管件、不锈钢水管、法兰、阀门、泵等产品，广泛应用于汽车、轨道交通、医药、食品、化工、轻工、电子、酒店用品、电梯、建筑、装饰等多个行 业。彩色不锈钢板、镜面不锈钢板、拉丝不锈钢板、磨砂不锈钢板等高附加值产品，更是以其独特的外观和优异的性能，吸引了众多观众的目光。 不锈钢加工设备。激光切割机、数控冲床、折弯机、焊接设备、抛光设备等前沿技术产品集中亮相。带来的各种型号铜铝精雕机、不锈钢雕刻机、铁产品雕 刻机、光纤激 ...

吕靖华 A0230124070002 lvjh@swsresearch.com 联系人 2026 年 01 月 13 日 国亮新材（920076）：耐火材料小巨 人，募投推进智能化、绿色化 ——北交所新股申购策略报告之一百五十六 相关研究 - 证券分析师 刘靖 A0230512070005 liujing@swsresearch.com 研究支持 吕靖华 A0230124070002 lvjh@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 策 略 研 究 证 券 研 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 申 购 策 略 ⚫ 基本面：业内知名的耐火材料小巨人。公司 2002 年成立，总部位于河北唐山，主要从事 高温工业用耐火材料整体解决方案，提供耐火材料整体承包服务及耐火材料产品。根据河 北省耐火材料行业统计分析报告（2024 年数据），公司在河北省 2,000 万以上产值规模 耐火材料企业中排名第一。区位优势显著，客户资源丰富。公司地处唐山，唐山是全国钢 铁产量第一大市，2024 年唐山粗钢产量达 1.20 亿吨、约占全国粗钢产量的 11.90%。在 钢铁行 ...

Core Viewpoint - The construction of a modern industrial system in China is being accelerated, focusing on the integration of technological and industrial innovation to enhance international competitiveness [1] Group 1: Industrial Economic Development - The industrial economy in China is expected to maintain stability and growth, with a focus on four key areas: stability, expansion, innovation, and enhancement [2] - Stability involves supporting key industries and regions that account for 80% of industrial output, implementing growth plans, and ensuring policy support [2] - Expansion focuses on increasing effective demand through flexible manufacturing and promoting new technologies, while also initiating major engineering projects [2] - Innovation aims to enhance value creation by upgrading traditional industries and developing emerging sectors, such as integrated circuits and aerospace [3] - Enhancement emphasizes improving the vitality of enterprises, particularly small and medium-sized ones, by reducing burdens and ensuring timely payments [3] Group 2: Manufacturing Development - The focus during the "14th Five-Year Plan" period will be on intelligent, green, and integrated development of manufacturing, ensuring supply chain security and stability [4] - Traditional industries will undergo renewal through the implementation of targeted upgrade plans and the adoption of smart and green technologies [4] - Emerging industries will be promoted through the establishment of demonstration bases and large-scale application of new technologies [5] - Future industries will be strategically developed, focusing on areas like quantum technology and 6G, with an emphasis on innovation and ecosystem building [5] Group 3: Technological Innovation - The integration of technological and industrial innovation is prioritized to enhance productivity and secure a competitive edge in global markets [6] - High-quality technological supply will be increased through national projects and collaboration between enterprises and research institutions [6] - The role of enterprises in technological innovation will be strengthened, with policies to support R&D investments and enhance participation in major projects [7] Group 4: Digital Transformation - The promotion of digital transformation in manufacturing will be driven by the large-scale application of industrial internet and artificial intelligence [8] - A strong digital foundation will be established by focusing on high-quality data collection and usage, particularly in key manufacturing sectors [8] - The development of industrial internet platforms and smart solutions will be prioritized to enhance connectivity and application in various industries [9]

□ 本报记者宋晓华 在非洲摩洛哥的一家医院里，医生熟练操作着透析设备为患者诊疗。这套为当地架起"生命之桥"的医疗 设备，从核心设计、组件组装到整条生产线的搭建落地，全程由江苏关怀医疗科技有限公司量身打造。 江苏企业"出海"正经历一场深刻蝶变：告别传统单一商品出口模式，转而输出融合产品、技术、服务与 商业模式的整体解决方案，在全球市场书写"中国方案"的崭新篇章。 "卖产品"转向"卖方案" 全球产业链重组加速、技术变革迭代升级、市场竞争日趋激烈、客户需求持续升级，多重因素共同推动 国内企业从"卖产品"向"卖方案"转型，这一趋势在制造大省江苏尤为凸显。 作为专注血液净化、生物制药等医用中空纤维膜产品的高新技术企业，江苏关怀医疗科技有限公司凭借 长期深耕的研发实力，于2024年实现关键跨越。"我们通过在当地建厂，助力实现透析器组装本土化， 完整输出产业链与解决方案，让优质医疗资源惠及全球更多患者。"该公司关务经理凌菊平介绍。 以解决方案的形式，将中国经验与世界需求相连接，苏企出海的转型之路，正勾勒出未来国际贸易新趋 势。业内人士分析，未来企业的解决方案出海将呈现智能化、绿色化、生态化三大显著特征。例如，智 能化趋势体 ...

（来源：工人日报） 本报讯 （记者郝赫）1月9日，2025年"建筑材料科学技术奖"中的"一线职工创新成果奖"完成评审，30 余项成果获奖。据悉，2025年，中国机械冶金建材工会、中国建筑材料联合会共同推动在"建筑材料科 学技术奖"中增设"一线职工创新成果奖"，这是在建材行业科技奖励体系中首次打通面向一线职工的专 项评审通道，填补了行业一线职工创新成果参与行业高层次评奖的空白。 此举旨在进一步深化产业工人队伍建设改革，激励建材行业一线职工立足岗位创新创造。评审通知发出 后，吸引全国建材企业和一线职工积极参与，共收到来自各省（区、市）的140余项推荐成果。 本次评审聚焦一线，严格审查项目完成人必须为一线生产、技能岗位职工。同时，坚持问题导向和效益 导向，鼓励"微创新""接地气"，重点选拔解决生产运行、节能减排、隐患排查等实际问题的创新成果， 综合考量创新成果所带来的经济效益与社会效益，为行业智能化、绿色化、融合化发展作出的重要贡献 等。在评审环节，还吸纳了2名劳模工匠担任评审专家，注重专业视角与一线经验有机结合。 目前，中国机械冶金建材工会已推动机械、冶金、建材三个行业在本领域最高级别科技奖励体系中设立 面向一线 ...

该目作为公司新的钡盐生产基地，旨在充分利用贵州省黔东南州天柱县重晶石资源优势，通过规模化、 智能化生产，发挥天柱红星物流成本优势，满足下游客户对供货稳定性、产品差异化的多种需求，从而 持续提升公司的产品竞争力与供应保障能力。 智通财经APP讯，红星发展(600367.SH)发布公告，为积极响应国家推动化工行业向高端化、智能化、 绿色化方向发展与"双碳"战略，完善公司钡盐主业战略支撑，开发不同规格、不同用途的钡盐产品，提 升核心原材料供应保障能力及市场综合竞争力，公司全资子公司贵州天柱红星发展新材料有限公司拟开 展"天柱县钡盐精细化工产品项目"，项目投资总额预计6.23亿元，拟选址于贵州省黔东南州天柱化工园 区。 ...

近日，广州市政府官网发布《广州市加快建设先进制造业强市规划（2024—2035年）》（以下简称《规 划》），明确提出努力打造世界一流的先进制造业基地、全球重要的制造业创新中心、全球数产融合标 杆城市、全国新型工业化典范城市四个战略定位，同时提出"2035年工业增加值翻一番"的目标。 到2035年现代化产业体系基本建成 在战略定位方面，《规划》提出努力打造世界一流的先进制造业基地、全球重要的制造业创新中心、全 球数产融合标杆城市、全国新型工业化典范城市。 根据《规划》，到2030年，广州先进制造业强市建设迈上重要台阶，现代化产业体系建设取得显著进 展，产业体系整体效能明显提升，形成万亿带动、千亿支撑、百亿跃升的新格局。 展望2035年，广州先进制造业强市地位将更加巩固，现代化产业体系基本建成，新质生产力高度发展， 产业创新能力和高水平人才队伍居世界前列，培育建设一批世界一流企业和具有国际竞争力的领军企 业，在全球分工体系和产业链供应链体系中的主导力和控制力举足轻重。率先实现新型工业化，关键核 心技术实现重大突破，稳居全球价值链中高端，建成具有国际竞争力的先进制造业强市。 计划建成万亿规模的"智车之城" 宏伟蓝图 ...

依托电梯产业优势，宁津县还积极推进"旧改+电梯"模式，将电梯产业发展与城市更新深度融合。国网 宁津县供电公司实施配电设施改造升级，将用电申请至接电流程压缩至3个工作日以内。 新华社济南1月11日电（记者贾云鹏）走进位于山东德州宁津县的山东富士制御电梯有限公司生产车 间，一批快装式钢结构电梯正在加紧生产。"每个精密零部件加工都容不得电力波动，可靠供电让我们 的智能生产线稼动率保持在98%以上。"该公司行政部负责人苑青松说。 电梯产业是宁津县的特色优势产业，建设了占地1000亩的电梯产业园、钢材共享加工中心，电梯基础零 部件县内配套，产品涵盖5大类3000多个品种，国内市场占有率超60%，年产值突破70亿元，发展成为 我国长江以北最大的电梯整梯及零部件生产基地。 近几年，宁津县聚焦企业"智改数转"，以"智能化、绿色化、融合化"推动传统制造业转型升级，电梯产 业实现从配件生产到产业集群、从制造到"智造"的跃升。2025年，宁津县电梯设备制造特色产业集群入 选山东省特色产业集群。 产业升级离不开电力支撑。国网宁津县供电公司精准对接当地产业发展需求，先后投运两座110千伏变 电站，架设高低压线路280多千米，构建安全可 ...

杨铠溪 制造业是国民经济的主体，是立国之本、兴国之器、强国之基。制造业的发展与稳定，不仅关乎产业竞 争力，更直接关系到国家经济大局的自主性与安全性。党的二十届四中全会对加快建设制造强国作出重 要部署，明确提出要"保持制造业合理比重，构建以先进制造业为骨干的现代化产业体系"，为"十五 五"时期推动制造业高质量发展、巩固其对经济大局的支撑作用指明了方向。要想牢牢稳住制造业这 个"基本盘"，就要坚定不移推动制造业向高端化、智能化、绿色化发展，持续强化其在技术创新、产业 链安全和民生保障中的核心支撑功能，为中国经济行稳致远奠定坚实根基。 制造业是宏观经济运行的"压舱石" 制造业稳，则实体投资稳。稳制造业就是稳实体投资的"定盘星"，是推动有效投资持续增长、引导结构 优化的关键一招。在当前经济转型升级与新旧动能转换的关键阶段，稳定而高质量的制造业投资是巩固 实体经济根基、引导社会预期向好的重要抓手。2025年1至11月，尽管整体投资承压，我国工业投资仍 同比增长4.0%，其中制造业投资实现1.9%的增长，规模以上高技术制造业增加值同比增长9.2%，新动 能展现出强劲成长势头，正逐步成为经济增长的核心引擎。由大规模设备更新 ...

1. Report's Investment Rating for the Industry - There is no information about the industry investment rating in the report. 2. Core Viewpoints of the Report - The current lithium carbonate market is strongly influenced by capital sentiment. On the supply side, rumors from overseas and Jiangxi mining areas continue to disrupt the supply outlook. On the demand side, while there are optimistic expectations for energy storage demand, there is short - term pressure from the decline in material factory production schedules. The industry's inventory shows an early signal of turning from destocking to restocking, introducing new variables to the market sentiment. The price is expected to move upward, and the recommended strategy is to consider range - bound trading for the LC2605 contract, with a reference range of (130,000, 150,000), or to buy call options [10][12]. 3. Summary of Each Section According to the Table of Contents 3.1 Week - ly Views and Hot News 3.1.1 Hot News - On January 4, 2026, the State Council issued the "Solid Waste Comprehensive Management Action Plan", indicating that lithium resource development will become more "green and intensive" and future lithium salt supply growth may be limited by environmental protection and solid waste treatment capabilities. The resumption process of Jiangxi Jianxiawo Mining Area has raised market concerns again. - On December 26, 2025, the National Development and Reform Commission stated that for the "new three" industries such as new - energy vehicles, lithium batteries, and photovoltaics, the key is to standardize the order and lead innovation, and comprehensively rectify the "involution - style" competition during the "15th Five - Year Plan" period. - On December 25, 2025, Wanrun New Energy announced that it would conduct production - reduction maintenance on some production lines from December 28, 2025, for about one month, which is expected to reduce the production of lithium iron phosphate by 5,000 to 20,000 tons. - On December 24, 2025, it was reported that the lithium mining project of Yichun Times New Energy Mining Co., Ltd. in Zhenkouli, Yifeng County - Jianxiawo, Fengxin County is expected to resume production around the Spring Festival. - The Yichun Tendering Network in Jiangxi Province released the first environmental impact assessment information for the project. - On December 16, 2025, the Yichun Natural Resources Bureau planned to cancel 27 mining licenses [8]. 3.1.2 Weekly Views - **Market Review**: From January 2 to January 9, 2026, the spot price of lithium carbonate rose significantly, with the benchmark spot price reaching 139,100 yuan/ton on January 9, a 18.64% increase from January 2. The main contract of lithium carbonate in the futures market fluctuated downward, with the latest transaction price at 143,420 yuan/ton and a weekly increase of 17.96%. The open interest of the main - month contract is about 510,900 lots. - **Supply**: This week, the production of lithium carbonate increased slightly. Before the Spring Festival, a small number of lithium salt factories plan to conduct maintenance, but the actual impact on production is limited, and most enterprises maintain stable production. The overall operating rate of domestic lithium salt factories remains high, and new projects in production continue to increase output. Geopolitical factors continue to disrupt the stability of overseas lithium resource supply. The "Solid Waste Comprehensive Management Action Plan" has tightened the mine approval standards, affecting the domestic mining supply outlook. - **Demand**: The downstream production schedule declined. The demand outlook for the energy - storage sector remains strong. Some lithium iron phosphate and lithium hexafluorophosphate producers plan to conduct maintenance, and the power - battery industry is in a seasonal off - peak, suppressing short - term raw material procurement demand. Some downstream lithium iron phosphate enterprises have confirmed price increases and propose that the settlement price of lithium carbonate follow the futures trend. Downstream material factories are cautious about the current high - price spot lithium carbonate and mainly purchase for rigid demand. - **Cost, Profit, and Inventory**: The price of lithium concentrate has risen following the futures price of lithium carbonate. Although the import volume of lithium concentrate is sufficient, miners are strongly inclined to hold prices, and the price of spodumene remains firm. The cost side provides rigid support for the spot price. Integrated enterprises with their own mines and salt lakes still have considerable profits at the current high - price level, while processing enterprises relying on purchased raw materials have relatively thin profits. The industry's overall inventory level is low, and this week it turned from continuous destocking to restocking. Lithium salt factories are more willing to sell spot goods, and their inventory has slightly decreased. Downstream enterprises replenish inventory for rigid demand, and the trading sector is more willing to sell. The futures warehouse receipts increased significantly this week, reaching 20,000 tons. - **Outlook**: As mentioned above. - **Strategy**: As mentioned above [10]. 3.2 Industry Structure - The lithium industry chain includes upstream raw materials (such as spodumene, lithium mica, salt - lake brine, and recycled lithium), lithium salt products (carbonate lithium, lithium hydroxide, etc.), materials (ternary materials, lithium iron phosphate, etc.), lithium batteries, and terminal consumption (new - energy vehicles, energy storage, etc.) [16]. 3.3 Futures and Spot Markets 3.3.1 Futures Market - The closing price of the active lithium carbonate contract was 143,420 yuan/ton, a 17.96% increase from the previous period; the trading volume was 469,479 lots, a 19.63% increase; the open interest was 510,874 lots, a 4.22% increase; and the total number of warehouse receipts was 25,360 lots, a 25.04% increase [22]. 3.3.2 Spot Market - There is a seasonal chart and a historical price chart of the lithium carbonate spot price, but no specific data analysis is provided in the summary part [25]. 3.4 Inventory - The total lithium carbonate inventory was 109,405 tons, a 0.0045% increase from the previous period; the market inventory was 65,949 tons, a 5.4% decrease; the factory inventory was 18,096 tons, a 4.5% decrease; and the registered warehouse receipt volume was 25,360 tons, a 25.04% increase [33]. 3.5 Cost and Profit - There are charts of the comprehensive cost and comprehensive profit of lithium carbonate, but no specific data analysis is provided in the summary part [38]. 3.6 Supply 3.6.1 Supply - Side: Production, Capacity, and Import - Export of Lithium Carbonate - There are charts of the monthly production, capacity, and capacity utilization rate of lithium carbonate, as well as its net import volume, but no specific data analysis is provided in the summary part [42]. 3.6.2 Supply - Side: Major Project Tracking (Potential Capacity) - From 2025 - 12 to 2026 - 12, multiple companies in different regions such as Jiangxi, Xinjiang, Inner Mongolia, etc. have planned new lithium - carbonate production - capacity projects, with a total planned new capacity of 211,000 tons [46]. 3.6.3 Supply - Side: Lithium Carbonate Import Situation - There are seasonal charts of monthly lithium carbonate imports, including those from Argentina and Chile, as well as annual cumulative import charts, but no specific data analysis is provided in the summary part [48]. 3.6.4 Supply - Side: Lithium Carbonate Production from Different Raw Materials - There are seasonal charts of monthly lithium carbonate production from different raw materials (spodumene, lithium mica, salt - lake, and recycled materials), but no specific data analysis is provided in the summary part [58]. 3.6.5 Supply - Side: Spodumene Import Situation - There are seasonal charts of monthly spodumene imports from Zimbabwe and Australia, as well as charts of monthly import volume and cumulative import volume, but no specific data analysis is provided in the summary part [69]. 3.7 Demand 3.7.1 Demand - Side: Overall Demand Situation - There are charts of the monthly consumption of lithium carbonate, monthly production of new - energy vehicles, penetration rate of new - energy vehicles, and seasonal chart of monthly power - battery production, but no specific data analysis is provided in the summary part [82]. 3.7.2 Demand - Side: Power Batteries - There are charts of monthly production, installation volume, export, and energy - storage situation of power batteries, as well as the proportion of power - battery installation volume of each vehicle type and the monthly production and demand proportion of cathode materials, but no specific data analysis is provided in the summary part [88]. 3.7.3 Demand - Side: Output of Each Material - There are charts of the output of lithium iron phosphate, ternary materials, cobalt - acid lithium, and manganese - acid lithium, but no specific data analysis is provided in the summary part [98]. 3.8 Supply - Demand Balance Sheet - The report provides a long - term supply - demand balance sheet of lithium carbonate from 1995, including data on total supply, total demand, supply - demand gap, import and export volume, production from different raw materials, output of downstream products, and inventory, but no specific data analysis is provided in the summary part [107].