中国品牌，正加速走向 世界舞台。 去年8月，《 黑神话：悟空》震撼 登场，凭借着惊艳的视觉效果与深厚的文化底蕴，在全球游戏市场掀起热潮，让全球玩家领略到东方神话的独特魅力。 今年1月，DeepSeek正式发布R1推理模型后，瞬间在全球科技圈引发了一场"地震"，它以更低的算力和更高的性价比，重新定义了AI技术的商业化路径。 文化消费领域也频频发力。 年初以来，《哪吒2》通过创新的叙事手法和自主研发的"伏羲"渲染技术，创下159亿元票房纪录，位居全球影史票房榜第5名，实现了中国文化在全球影 视市场的成功突围。 最近，泡泡玛特旗下的LABUBU，更是以独特的魅力火遍全球，从东南亚到纽约、伦敦、东京等国际大都市，无数年轻人连夜排队抢购，展现出中国文 化创意产品的强大吸引力。 这些现象级案例的背后，是中国企业对品牌价值的系统性重构。 随着产业升级与消费迭代加速，中国品牌正突破传统"成本优势"的路径依赖，转而以"技 术创新+文化赋能"为核心驱动力，在全球市场实现从产品力到品牌价值的跃迁。 穿越周期，重塑中国品牌价值锚点 品牌的百年进化史，本质是商业逻辑与消费需求的持续博弈。 当下，中国消费市场正在经历从"量"到"质"的升 ...

以下文章来源于DT新能源 ，作者DT新能源 DT新能源 . 影响 新兴产业 不同市场阶段发展的主要因素存在一定的差异性。我国氢能的发展以燃料电池车为先导，并 逐步向"大氢能"转变。而在燃料电池车示范城市群补贴政策下，国内过去氢能的发展主要依赖于政策的推 动。 随着首个示范期的结束，氢能已进入新一轮政策指引、技术创新驱动的发展模式 。燃料电池车作为国 内整个大氢能产业中，应用示范及技术相对成熟的一环，产业链的升级也有望先行。 FCVC作为国内最大的燃料电池车产业链展会，故【DT新能源】重点走访了整个展会。对于本届FCVC， "规模收缩、人数下降"几乎是现场每一位的感受，这在现阶段政策和市场因素影响下倒也正常，小编也早有 预期。但在出发前线上翻看展商名录后，依旧比较激动，尤其结合近期市场情况来看， 一场基于材料的迭 代升级已在燃料电池端开始 。 按照惯例，小编还是对整个FCVC做系统的总结。本届FCVC展会的主要特点如下所示： 1、材料成为最大话题，燃料电池核心材料迭代。 本届FCVC最直观的印象就是各种材料企业显著增多，与 各种企业沟通时材料也成为最大的话题。尤其本届FCVC国外材料巨头企业较多，如 世索科 （ ...

Core Viewpoint - The Chinese vaccine industry is transitioning from scale expansion to value creation, driven by national immunization strategies and WHO vaccine prioritization policies, with local companies leveraging technological innovation to enhance multi-valent vaccines and lifecycle protection strategies [1] Group 1: Product Development and Innovation - CanSino Biologics' 13-valent pneumonia vaccine PCV13i has been approved for market launch, representing a significant step in the globalization of domestic vaccines [2] - The core value of PCV13i is based on three pillars: technological breakthroughs, clinical validation, and application optimization [2] - The vaccine employs a unique dual carrier technology using a non-toxic mutant of diphtheria toxin (CRM197) and tetanus toxin (TT), enhancing immunogenicity and reducing interference with other vaccines [3] Group 2: Clinical Data and Efficacy - Clinical data shows that PCV13i significantly outperforms control groups in inducing high levels of specific antibodies against key serotypes that are prevalent in China, confirming its regional adaptability [4] - The safety profile of PCV13i is comparable to that of control vaccines, with adverse reactions primarily being mild, facilitating its commercial application [4] Group 3: Market Demand and Commercialization - The urgency for pneumonia vaccines is underscored by the high mortality rates associated with pneumonia in children under five, particularly in China, where vaccination rates are below 18% [6][8] - The global market for pneumonia vaccines is robust, with the 13-valent pneumonia vaccine consistently ranking among the top-selling vaccines, indicating significant market potential [9] Group 4: Strategic Market Positioning - PCV13i is positioned to leverage existing distribution networks and cold chain logistics established by CanSino's previous vaccine, enhancing market penetration efficiency [10] - The vaccine's production process meets EU GMP standards and is suitable for halal certification, providing a competitive edge in Southeast Asian markets [10] Group 5: Long-term Value Creation - CanSino's vaccine matrix, including products for polio and DTP, is establishing a comprehensive defense against bacterial diseases in children, aligning with international quality standards [11] - The launch of PCV13i is expected to catalyze short-term performance while the ongoing innovation in the product matrix builds long-term value, suggesting potential for re-evaluation in market valuation [12]

转自：前瞻产业研究院 行业主要上市公司：中国铝业(SH:601600)、南山铝业(SH:600219)、云铝股份(SZ:000807)、神火股份 (SZ:000933)、明泰铝业(SH:601677)、中孚实业(SH:600595)、新疆众和(SH:600888)、豪美新材 (SZ:002988)、亚太科技(SZ:002540)、天山铝业(SZ:002532)等 本文核心数据：中国铝型材行业政策历程;政策汇总;政策解读等 1、政策历程图 2、国家层面政策汇总及解读 ——国家层面铝型材行业政策汇总 中国政府在铝型材行业的发展上做出了全面而深远的规划和努力。国家层面强调了绿色环保和低碳发展 的新基调，特别是在"十四五"规划中，明确提出了要加快推进铝工业的转型升级，促进绿色低碳发展。 政府还出台了《关于调整出口退税政策的公告》以引导国内铝企业高质量发展，推动中国由铝工业大国 向铝工业强国转变。技术创新方面，政府推动铝合金等金属材料及其复合材料的标准制定，明确专用材 料的品质指标，提升性能稳定性。 中国政府在铝型材行业政策方面做出了一系列规划和努力，旨在推动行业的绿色发展、技术创新和国际 竞争力提升，以实现铝工业的高 ...

Core Viewpoint - China's high-speed rail (HSR) has emerged as a global leader, showcasing remarkable technological advancements, extensive scale, and significant influence in the transportation sector [1]. Technological Innovation - The rise of China's high-speed rail is attributed to a commitment to independent innovation, moving from a follower to a leader in core technologies [2]. - The Fuxing train set represents a milestone in technological innovation, with 84% of its 254 key standards being developed in China, featuring fully autonomous design and software [2]. - The CR450 technology innovation project has further advanced China's HSR technology, achieving a test speed of 450 km/h and operational speed of 400 km/h, with a 22% reduction in running resistance and over 10% weight reduction [3]. Scale and Network Efficiency - By the end of 2024, China's high-speed rail network will reach 48,000 kilometers, covering over 96% of cities with populations exceeding 500,000 [4]. - The "Eight Vertical and Eight Horizontal" high-speed rail network enhances connectivity, facilitating rapid movement of people, goods, and information, thus driving economic growth in urban clusters like the Yangtze River Delta and Pearl River Delta [4]. Safety and Reliability - Safety is paramount in China's high-speed rail system, which has established a comprehensive safety assurance framework [5]. - Advanced passive and active safety measures, including collision energy absorption systems and real-time health monitoring through over 1,600 sensors, ensure passenger safety [5]. International Cooperation - China actively engages in international cooperation, sharing advanced technologies and experiences with other countries, exemplified by projects like the Jakarta-Bandung high-speed rail in Indonesia [6][7]. - These international projects not only enhance transportation but also stimulate local economies and create skilled labor forces [7]. Standard Leadership - China plays a crucial role in international standard-setting, having led over 300 projects in organizations like UIC and ISO, particularly in the high-speed rail sector [8]. - The influence of China's high-speed rail has transitioned from technological leadership to standard-setting, contributing significantly to global railway development [8].

Core Points - The "Seed Loan" product has been officially launched in Longgang, Shenzhen, with five seed-stage enterprises receiving a total of 1.7 million yuan in funding on the first day, showcasing effective collaboration between policy innovation and financial services [1][2] - The product targets enterprises with high-level expert teams and core technologies but lacking qualifications and stable cash flow, addressing the financing difficulties faced by startups [2] - Longgang Financial Holdings Company aims to provide nearly 1 billion yuan in funding support to approximately 1,000 "two have, two lack" enterprises within the year, promoting the transformation of technological achievements and high-quality development [2]

【环球网科技报道 记者 张阳】6月21日，在华为举办的开发者大会（HDC 2025）期间，华为正式宣布 启动2025 HarmonyOS创新赛。该项赛事旨在充分激发开发者基于 HarmonyOS 最新技术进行创新，鼓励 他们开发出具有全新体验、全新交互的跨终端鸿蒙应用及元服务，从而为消费者打造更安全、更流畅、 更智能的服务体验。 作为本年度最受瞩目的开发者赛事之一，大赛最为引人注目的亮点之一，便是其丰厚的奖励设置。据华 为官方透露，此次赛事不仅奖金总额高达近千万，单个开发者最高可获得的现金奖励为50万元，同时， 奖项数量也有所增加，展现了华为对开发者的大力支持和对创新的高度重视。 据悉，除了单人最高50万元的现金奖励外，单个开发者还有机会获得最高价值50万元的激励资源，包括 华为耀星流量券等。此外，参赛开发者可以率先获取HarmonyOS 6 开发者Beta版本，率先体验到 HarmonyOS的更多新功能和新特性。这些资源将帮助开发者在技术实现、应用推广和生态建设等方面 获得更多支持，进一步提升其作品的市场竞争力和用户体验。 作为年度开发者领域的重头戏，2025 HarmonyOS创新赛不仅在奖金与激励上实现 ...

6月21日，九号公司公布2025年618全周期成绩单：全渠道销售额达33.5亿元，其中电动两轮车品类贡献 32.4亿元，同比增长93%，智能短交通全渠道销售额达1.06亿元，同比增长27%。 不仅在线上渠道全面发力，如今的"618"早已联动线上、线下，九号也不例外。今年"618"期间，九号电 动两轮车线上渠道销售额达21.5亿元，同比增长90%；线下渠道销售额为10.9亿元，同比增长98%。线 上线下（300959）双渠道快速增长，得益于九号公司的全渠道协同效应。今年"618"期间，九号将线上 爆款与线下"本土服务圈"结合，在超百座城市、7000多家门店开启"百城千店"直播联动，不仅为终端门 店持续引流，也为消费者带来更直接、更便捷的购车体验。 九号"618"业绩的底层支撑，在于以技术创新打破行业内卷。针对用户续航焦虑，九号自研RideyLONG 系统将续航提升20%；公司自研的RideyGo智能车机系统则可以真正实现"无钥解锁"等功能，推动两轮 车从"功能机"向"智能机"迭代。 近年来，九号公司一直保持着远超行业平均水平的业绩增速。刚过去的2025年第一季度，九号公司实现 营业收入51.1亿元，同比增长99 ...

Core Viewpoint - The Chinese lithium battery industry is strengthening its global influence, with significant growth in battery shipments and material innovations driving the transition from capacity competition to capability competition [1][2]. Group 1: Industry Growth and Trends - In Q1 2025, China's lithium battery shipments reached 314 GWh, a year-on-year increase of 55%, with power batteries and energy storage batteries growing by 41% and 120%, respectively [1]. - The positive performance in the positive electrode materials sector saw shipments reach 1 million tons, up 68% year-on-year, with lithium iron phosphate materials growing by 94% and surpassing a 75% market share [2]. - The wet separator market experienced a 75% year-on-year increase in shipments, achieving an 81.6% market share, while electrolyte shipments grew by 63.8% [2]. Group 2: Material Innovations and Future Directions - The investment focus in the lithium battery materials sector is shifting towards technology-intensive directions, with 29 new projects signed or announced in 2025, totaling approximately 40 billion yuan, nearly half of which are related to solid-state batteries and materials [4]. - New technologies such as sodium-ion and lithium-metal batteries are in the commercialization verification stage, with key materials like silicon-carbon anodes and lithium-rich manganese-based materials accelerating their market entry [4]. - The recovery of the digital market and growth in AI terminal shipments are creating structural opportunities for lithium cobalt oxide and lithium manganese oxide materials [4]. Group 3: Awards and Recognition - The "2025 New Energy New Materials Innovation Enterprise" award aims to recognize companies that excel in technological breakthroughs and industry transformation across the entire materials chain [5][6]. - The evaluation criteria focus on technological innovation, industrialization, market recognition, and development potential [6]. - The award results will be announced at the 2025 High-Performance New Energy New Materials Industry Conference in July 2025 [6].

2025 年 4 月，特朗普政府正式宣布对中国输美商品加征 34% 的关税，作为回应，中国迅速出台对等反制措施。随着双方关税政策的持续加码， 当前互征关税税率已累计攀升至 134% ，这使得中美双边经贸关系呈现出实质性脱钩的严峻态势。 2024 年贸易数据表明，机电制品在中国对美出 口产品结构中占据主导地位，其中手机、通信设备、机械设备等产业链产品的合计占比超过 50% 。 PVD 镀膜服务（ PVD Coating Services ）是指通过物理气相沉积（ Physical Vapor Deposition ）技术，在各种基材表面沉积一层高性能薄膜的工业 服务。这项技术广泛应用于提高工件的耐磨性、耐腐蚀性、装饰性和功能性。 中国PVD镀膜服务市场规模现状及未来趋势 据 QYResearch 最新调研， 2024 年中国 PVD 镀膜服务市场销售收入达到了 8.90 亿美元，预计 2031 年可以达到到 11.48 亿美元， 2025-2031 期间 年复合增长率 (CAGR) 为 5.04% 。 经深入分析研判，我们认为这一关税政策将给中国 PVD 镀膜服务市场带来强烈冲击，其中工具模具与电子行业受到的影 ...