试点方向： 文 | 国家能源局 6月10日，国家能源局官网印发了《 关于组织开展能源领域氢能试点工作的通知 》（国能综通 科技〔2025〕91号）。通知指出， 国家能源局将遴选部分项目和区域开展氢能试点工作，进一 步推动创新氢能管理模式，探索氢能产业发展的多元化路径，形成可复制可推广的经验，支撑氢 能"制储输用"全链条发展。 项目试点： 依托项目试点推动氢能先进技术与关键装备推广应用，支撑开展各类标准可行性和 有效性验证， 探索技术先进、模式清晰、可复制推广的项目开发方案。 项目试点由业主单位进 行申报，以单一试点方向为主。相关项目原则上应已完成核准、备案等工作，确保试点项目顺利 投运，商业模式清晰、成本效益明显、减碳效果突出，支持项目应用国家科技重大专项、国家重 点研发计划、首台（套）重大技术装备、能源领域研发创新平台等攻关成果，支撑打造技术装备 成果推广应用新场景、新模式、新机制，巩固提升氢能产业创新力、竞争力。 区域试点： 依托区域试点推动建立健全氢能跨部门协作机制和管理模式，探索创新可持续的绿 色价值实现机制，统筹衔接各类政策资源。 区域试点由牵头城市进行申报，覆盖城市不超过 3 个， 可统筹组织实施 ...

Group 1: Company Developments - Kangmeite Technology Co., Ltd. is preparing for an IPO on the Beijing Stock Exchange, having completed its listing guidance with the assistance of GF Securities [1][4] - Kangmeite specializes in electronic packaging materials and high-performance modified plastics, focusing on R&D-driven business development [5] - The company has established itself as a national-level "little giant" enterprise in the field of polymer new materials [5] Group 2: Semiconductor Industry Projects - Yingxin (Nanle) Zero Carbon Semiconductor Materials Industrial Park has been completed and is expected to achieve an annual output value of 3.1 billion yuan after reaching full production [6] - Chengdu High-tech West District Microwave RF Industrial Park has started construction with a total investment of 470 million yuan, aiming to enhance the regional industrial chain [7][8] - The Guangmo Semiconductor New Materials Project has signed a contract in Jiangsu with a total investment of 100 million yuan, projected to generate an annual output value of over 150 million yuan [10] Group 3: Semiconductor Material Production - Suzhou Kaixin Semiconductor Materials Co., Ltd. has commenced a project with an annual production capacity of 30,000 tons of semiconductor materials and 13,500 tons of supporting materials [11][12] - The project has a total investment of 410 million yuan and is expected to generate over 600 million yuan in annual sales [13] - Zhongxin Wafer has successfully completed the production line for 12-inch polished wafers, marking a significant milestone in China's semiconductor manufacturing capabilities [14]

编号： 2025-005 | ☑ | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □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 | 金陵体育董事会秘书 孙 军 | | 及人员姓名 | 西部利得 毛振强 浙商证券 陈婷婷 | | 时间 | 2025 年 6 月 10 日 15:00-16:00 | | 地点 | 金陵体育张家港市兴园路 88 号 一楼会议室 | | | 1、公司近期的发展情况介绍？ | | | 答：金陵体育上市以来一直在体育行业内积极布局，公司的发 | | | 展战略就是不断巩固深挖品牌的护城河，以品牌驱动模式实现体育 | | | 产业横纵扩张.同时，公司今年在保持原有业务稳定的基础上，新业 | | | 务板块的价值开始逐步体现，公司把一些亏损的发展不符合预期的 | | | 项目及时进行处理，目前联营公司各自业务有序发展，并具备了良 | | 投资者关系活 | 好的互补性和协同性。今年以来一些运动会、单项比赛以及民众的 | | 动主要内容介 ...

Core Viewpoint - The article highlights the establishment and role of the Zhongguancun Energy Storage Industry Technology Alliance, emphasizing its significance in promoting the development of the energy storage industry in China through policy influence and technology application [1]. Group 1: Alliance Overview - The Zhongguancun Energy Storage Industry Technology Alliance was founded in March 2010 and is the first non-profit industry organization focused on energy storage in China [1]. - The Alliance has been recognized as a "5A Social Organization" by the Beijing Civil Affairs Bureau twice since 2015 [1]. - It comprises 800 member units from both domestic and international sectors, including energy storage technology manufacturers, renewable energy companies, and research institutions [1]. Group 2: Functions and Services - The Alliance plays a crucial role in supporting government departments in formulating development strategies for the energy storage industry and advocating for industry development models [1]. - It has established five foundational service platforms: industry research, policy promotion, activity exchange, alliance standards, and financial services to efficiently serve various stakeholders in the energy storage sector [1]. Group 3: Related Organizations - The Energy Storage Professional Committee of the China Energy Research Society was established on September 28, 2016, with support from the National Energy Administration, serving as a non-profit academic organization for industry research and technology development [1].

海关总署同日发布数据显示，今年前5个月，我国出口装备制造业产品6.22万亿元，增长9.2%，其中工业机器人增长55.4%。从产量看，前4个月我 国工业机器人累计产量为22.1万套，同比增长34.1%。 国产工业机器人出口额从2017年的19.8亿元增至2024年的80.6亿元，7年间复合增长率达22.2%，首次超越德国，成为仅次于日本的世界工业机器 人出口第二大国。同时，行业国产化趋势增强，2024年以一般贸易方式出口工业机器人占比达95.2%，国内自主品牌竞争力显著提升。 【环球网财经综合报道】6月9日，智能养老与工业机器人领域利好消息频传，为相关产业发展注入新动力。 当日，工信部、民政部发布开展智能养老服务机器人结对攻关与场景应用试点工作的通知。试点期为2025 - 2027年，将分阶段实施攻关和应用试 点项目，形成满足多层次、多样化养老服务需求的机器人产品。 通知要求开展结对攻关，针对居家、社区、机构三类养老形态及失能失智照护等应用场景，以需求痛点为导向提升产品性能；开展场景应用验 证，居家养老服务机器人产品需完成不少于200户家庭应用验证、部署不少于200台套，社区和机构类需完成不少于20个社区或20 ...

Core Viewpoint - Liangshan Prefecture is transitioning from a resource-rich area to an industrial powerhouse, focusing on building strong industrial chains and enhancing local economic development through resource utilization and strategic planning [5][10]. Group 1: Resource Utilization - Liangshan has abundant wind energy resources, with the first wind farm, Dechang Wind Farm, capable of reducing carbon emissions by approximately 320,000 tons annually [7]. - The region has established a leading position in hydropower and new energy installations in Sichuan, with significant reserves of light rare earth minerals and vanadium-titanium magnetite [7]. - A resource survey initiated last year has led to substantial increases in mineral reserves, including 220 million tons of vanadium-titanium magnetite and 1.385 billion tons of phosphate rock [8]. Group 2: Industrial Chain Development - Liangshan is focusing on extending its industrial chains, exemplified by a new project for producing 125,000 tons of cathode copper, which will fill a gap in Sichuan's large-scale cathode copper production [8]. - The copper industry is projected to exceed 12 billion yuan in output this year, with plans for an integrated industrial chain encompassing mining, selection, smelting, and processing [8]. - The establishment of an AI data center project in Yanxian County aims to leverage clean energy advantages to support the digital economy, with an expected output of 2 billion yuan in the following year [8]. Group 3: Strategic Planning and Investment - Liangshan has identified over 40 target enterprises for investment, successfully signing seven projects with a total investment of 22.457 billion yuan in 2024 [10]. - The region is actively promoting a favorable business environment by providing detailed resource and energy advantages to attract enterprises [11]. - A focus on both large and small enterprises is evident, with significant collaboration between major companies like Xichang Steel and smaller firms for resource recycling and utilization [11]. Group 4: Ecological Considerations - Liangshan is committed to balancing resource development with ecological protection, implementing measures to avoid the "resource trap" often faced by resource-rich cities [13]. - The region is exploring sustainable development paths, including establishing compensation mechanisms for ecological protection in river basins [13]. - High-purity titanium production is being prioritized, with a focus on high-end applications in semiconductor manufacturing and aerospace, addressing critical supply challenges [14].

近日，记者从四川省卫生健康委员会获悉，四川省医药健康产业链协同推进机制办公室印发《四川 省促进医药健康产业发展若干措施》（以下简称《措施》），从核医疗、生物医药、医疗器械、体育、 现代中药和医疗美容6个细分领域着手，为我省相关产业发展注入动能。 《措施》提出，要支持生物治疗、口腔疾病防治全国重点实验室、转化医学国家重大科技基础设施 （四川）、精准医学产业创新中心、天府锦城实验室等一批"国字号"实验室创新研究平台建设；聚焦恶 性肿瘤、重大新发突发传染病等领域，支持省内优势产学研单位联合产业链上下游优质企业组建攻关联 合体；瞄准细胞治疗、基因治疗、合成生物学、脑科学等赛道，布局一批创新药开发项目，制定创新药 重点研发目录。 记者还注意到，《措施》还在现有政策基础上整合各方资源，围绕重点产业项目等提供系列支持。 比如，明确四川将实施"企业找技术""成果找市场"项目，对揭榜项目给予不超过该项目合同总金额40% 的支持，单个项目支持金额不超过2000万元；对核医疗产业类项目根据项目核定投资额予以补助，补助 比例最高不超过20%、额度最高不超过2000万元，对核医疗科研类项目根据项目核定研发投入予以补 助，补助比例最高不 ...

超级赛道密集迎来利好催化。 9日，工信部、民政部发布开展智能养老服务机器人结对攻关与场景应用试点工作的通知，其中指出，分阶段 实施一批智能养老服务机器人攻关和应用试点项目，形成一批能够满足多层次、多样化养老服务需求的机器人 产品。 与此同时，中国工业机器人出口数据也超出市场预期。海关总署9日发布的数据显示，今年前5个月，我国出口 装备制造业产品6.22万亿元，增长9.2%。其中，工业机器人增长55.4%。 有机构分析预测，2040年到2045年，中国全能型人形机器人实现工业场景和服务场景规模应用，整机市场规模 达到约5000亿元至1万亿元。 两部门重磅发布 6月9日，据工业和信息化部网站消息，工业和信息化部办公厅、民政部办公厅发布关于开展智能养老服务机器 人结对攻关与场景应用试点工作的通知（以下简称"通知"）。为深入贯彻积极应对人口老龄化国家战略，落实 《中共中央、国务院关于深化养老服务改革发展的意见》、2025年《政府工作报告》、《"十四五"机器人产业 发展规划》、《"机器人+"应用行动实施方案》，加快推动机器人赋能智慧养老发展，工业和信息化部、民政 部联合开展智能养老服务机器人结对攻关与场景应用试点工作， ...

Group 1 - The central government is set to establish a commercial health insurance innovative drug catalog to better meet the multi-level medication guarantee needs of the public [1] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs are promoting the design and development of intelligent elderly care service robots, with a pilot period from 2025 to 2027 [3] - The Ministry of Housing and Urban-Rural Development aims to achieve an average resource utilization rate of over 50% for construction waste in cities at the prefecture level and above by 2027 [6] Group 2 - The Beijing Municipal Bureau of Commerce is planning to create a global first-release center to support the renovation and upgrading of commercial districts and shopping malls [8] - The State Administration for Market Regulation has issued compliance guidelines for the "6·18" online promotional event, emphasizing fair market competition and the prevention of illegal activities [10] - Guiyang is establishing a joint meeting system to promote the development of the sports industry, with plans to introduce supportive policies and funding for sports products and services [11]

以下文章来源于DT新能源 ，作者DT新能源 DT新能源 . DT新能源是德泰中研旗下旨在搭建国内与国际之间氢能及燃料电池电池产业产、学、研、资、用合作交流的平台与桥梁。我们提供产业研究与咨询、投 融资、科技成果转移转化、市场推广、媒体会议、数据分析等多方位服务。 本月氢能产业似乎迎来了国家级"政策雨" ，首先是5月12日， 中共中央政治局常委、国务院副总理 丁薛祥 在湖北调研 有关"两重"项目规划论证和 长江经济带高质量发展情况时， 登上"三峡氢舟1"号了解绿色船舶发展和应用 。而就在 丁薛祥 副总理调研氢船后的 16日，国家生态环境部等 七部 委联合印发了《美丽河湖保护与建设行动方案（2025—2027年）》， 文件指出加快推动绿醇、绿氨、绿氢等新能源船舶推广应用，值得一提的是该 文件并未提及纯电动船舶的应用。 然而，时间过去仅一周，又一国家级重磅氢能政策 审议通过。 【DT新能源】 获悉 ， 国务院总理李强 5月23日主持召开国务院常务会议， 审议通过《制造业绿色低碳发展行动方案（2025－2027年）》 。 事实上，工信部在2024年10月进行了针对该政策的吹风会，据 国务院新闻办 新闻发言人、运行监测 ...