Wendy Yuen 中信银行(国际) 个人及商务银行业务总监 James Bell 彭博亚太区 卖方科技解决方案销售负责人 罗文辉 华泰证券 首席技术官 Muska Chiu 渣打银行 亚洲经济增速回升，成为世界经济之引擎。你准备好迎接机遇了吗？ 展望全球，随着不确定性加剧，美元主导地位面临前所未有的压力，地缘博弈也重塑着贸易流 向。投资者更多地将目光投向亚洲——这一活力与韧性兼具的地区经济增速回升，受到寻求稳定 与增长的投资者青睐。与此同时，面对科技给各行业带来的颠覆性影响、ESG要求的持续更新、 货币政策转向、监管环境发展……卖方机构亟需灵活调整战略，从而与时俱进、把握良机。 彭博诚邀您出席 2025年亚太区卖方论坛 ！机构高管、行业领袖、资深专家等业界人士将齐聚一 堂，探讨有关银行业与资本市场的热点议题，展望未来趋势，分享真知灼见。 主要议题 专家对谈：彭博对话高盛总裁施南德Kevin Sneader 香港私人银行与理财通的发展前景 * 报名需要时间审核，敬请耐心等待。审核通过将在微信收到报名成功提醒，活动开始前将会收到具体参会提醒，请注意查收！ * 彭博Bloomberg保留活动的最终解释权。 买方 ...

Group 1 - The core viewpoint of the articles highlights the recognition of Luyuan Group as one of the "Top 500 Most Valuable Brands in China" with a brand valuation of 10.635 billion yuan, marking a significant milestone for the two-wheeled electric vehicle industry in China [1] - Luyuan Group's strategic positioning has evolved to become a leader in "all-scenario light mobility solutions," transitioning from a single brand operation to a multi-brand structure to meet diverse consumer needs [3] - The introduction of the LYVA brand and the Delta G01-Sport model showcases Luyuan's commitment to integrating AI technology and health concepts into its products, enhancing user experience [5] Group 2 - Luyuan Group is recognized as a pioneer in the two-wheeled electric vehicle sector, contributing to national standards and leading in core technology and smart manufacturing, with a focus on independent R&D [8] - The company has made significant advancements in key technologies, including battery and electric control systems, ensuring reliable and durable smart mobility solutions, which have garnered consumer trust [9] - With over 1,200 patents filed, including 12 for liquid cooling systems, Luyuan has received multiple national science and technology awards, reinforcing its technological leadership in the industry [11] Group 3 - The continuous strong performance of Luyuan Group in authoritative rankings reflects the overall rise of Chinese brands and their growing competitiveness in the global market [11] - Luyuan's recognition as a top brand not only validates its brand equity, technological strength, and market influence but also affirms its strategic transformation and growth potential [11] - The company's innovative development path serves as a practical example for the transformation and upgrading of China's manufacturing industry, showcasing the vitality of Chinese brands in global competition [11]

" 作为一家以电池起家的车企，稳坐销冠的比亚迪依旧在加固自身 的电池能力高墙。 " 作者丨 韦艳娇 编辑丨田哲 比亚迪在电池储能与充电技术板块的创新成果密集落地，势如破竹。 据行业预测，随着兆瓦级充电桩的规模化部署，单个充电桩的利用率预计将提升50%，单度电成本有望降 低30%，后期进入规模化运营后，也将为比亚迪带来新的收益增长点。 近日，比亚迪获得一项名为"换热板、电池包和车辆"发明专利授权。这项新专利的核心在于，其创新的换 热板设计，电池可实现高效的热量交换。 具体而言，该技术能够在电池冷却或加热时，灵活调节工质流动方向，提升电池换热均匀性，更准确控制 不同区域的温度，提升电池的安全与性能。 此外，在该项技术申请几日前，比亚迪公布了一项名为"无线充电系统、方法、车辆及可读存储介质"的专 利技术。该技术通过能量转换电路，提高能量利用率，降低充电损耗。雷峰网了解到，特斯拉和华为也在 布局无线充电技术，比亚迪在这一领域持续研发，抢占相关技术高地的野心若隐若现。 技术一直是比亚迪的核心竞争力，得益于2024年高达531.95亿元的研发投入，比亚迪今年以来新获专利 已超2500项，平均每月新增400余项。除了技术创 ...

Core Viewpoint - The article emphasizes that a company can become an industry leader by focusing on strong material and process foundations, continuous innovation, and understanding market trends [2][8]. Group 1: Company Development Strategy - The company has established itself as a leader in the electronic ceramics industry by adhering to a long-term strategy rather than being driven by short-term orders [2]. - The company has accumulated 124 patents, showcasing its commitment to innovation and technology [2]. - The company has invested over 20 million yuan in a single materials laboratory, utilizing top-tier equipment for material analysis and improvement [3]. Group 2: Material and Process Innovation - The company has developed over 170 high-performance materials through extensive research and experimentation over 30 years [3]. - The company has created a comprehensive electronic ceramics process system consisting of seven major processes, supported by nine core technologies [5]. - The company has pioneered advanced processes, such as a spray coating technique for blind hole metallization, addressing industry challenges [4]. Group 3: Research and Development Investment - The company plans to invest 39.56 million yuan in R&D for 2024, reflecting a 1.40% year-on-year increase, with Q1 2025 R&D investment reaching 9.01 million yuan, a 9.02% increase [6]. - The company has developed various self-researched material formulations for ceramic packaging and substrates, achieving mass production capabilities [6]. Group 4: Market Adaptation and Strategy - The company has strategically shifted focus from traditional piezoelectric ceramics to medium ceramics, anticipating market changes and ensuring cash flow during transitions [8][9]. - The company has recognized the trend towards smaller, lighter, and cost-effective medium filters in the communication market, leading to the development of next-generation filters starting in 2011 [9]. - The company is actively responding to market demands in sectors like new energy, semiconductors, and consumer electronics, aiming to produce high-performance, low-cost electronic ceramic products [10].

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 2025高工新能源新材料产业大会 —— 新材料·新动能·新生态 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 英联复合集流体 会议时间： 2025年7月8日-9日 会议地点： 中国 成都 邛崃 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 池高镍化和高压化的技术趋势下，已经有多个代表性电池厂商开始使用LiFSI来改善电池性能。 而作为LiFSI市场占有率最高的企业，天赐材料此轮扩建可满足快充、大圆柱、固态等各类迭代发 展中的电池技术的激增需求。同时，天赐可通过规模化量产进一步降低LiFSI生产成本，进一步巩 固市场竞争力。 6月25-26日 ， 第十八届高工锂电产业峰会 将在 常州金坛万豪酒店 举办。 天赐材料董事长徐金富 将出席并作主题演讲。 近期，天赐材料在全球范围内的关键项目接连传来新进展。 6月11日天赐材料晚间公告，公司与摩洛哥王国政府签署了《投资协议》。该协议涉及 在摩洛哥投 资建设年产15万吨电解液及其关键原材料的综合基地， ...

Core Viewpoint - The spokesperson of the Chinese Mission to the EU expressed strong dissatisfaction and firm opposition to the biased and double-standard remarks made by the President of the European Commission during the G7 summit, emphasizing that China's industrial subsidy policies adhere to principles of openness, fairness, and compliance with WTO rules [1] Group 1: China's Industrial Policies - China's industrial development relies on continuous technological innovation, a well-established supply chain system, sufficient market competition, and abundant human resources, rather than subsidies [1] - The spokesperson highlighted that China's new energy capacity significantly contributes to global efforts in addressing climate change and energy transition [1] Group 2: China-EU Relations - China is willing to enhance communication and coordination with the EU to properly address trade differences, aiming for win-win outcomes and mutual development [1]

光管（光导管）是一种实心透明塑料棒或光纤，用于将光线从电路板上的 LED 传输到方便查看的另一个位置，例如电子模块的指示灯面板。 根据 QYResearch 最新调研报告显示，预计 2 031 年全球 光管套件 市场规模将达到 1.8 亿美元 ，未来几年年复合增长率 CAGR 为 5.2 % 。 光管套件 ，全球市场总体规模 全球 光管套件 市场前 8 强生产商排名及市场占有率（基于 2 024 年调研数据；目前最新数据以本公司最新调研数据为准） 全球范围内， 光管套件 主要生产商包括 Mentor ， Bivar ， Dialight 和 Visual Communications Company (VCC) 等，其中前五大厂商占有大约 51% 的市场份额。 光管套件 全球市场规模，按产品类型细分，刚性型处于主导地位 就产品类型而言，目前刚性型是最主要的细分产品，占据大约 51% 的份额。 光管套件 全球市场规模，按应用细分，工业是最大的下游市场 就产品类型而言，目前工业是最主要的需求来源，占据大约 2 6% 的份额。 主要驱动因素 : 全球对可持续发展和节能的追求是光导管套件的主要驱动力。这些光学元件能够 ...

Core Insights - The 2025 World Mobile Congress (MWC) has officially started, showcasing Huawei's collaboration with major domestic operators on 5G-A experience operations and AItoX commercial innovations [2] - Huawei's Vice Chairman Xu Zhijun highlighted four paths to drive growth in the telecom industry, emphasizing the need to adapt to user demand changes and explore growth opportunities [2][3] Group 1: Industry Developments - The telecom industry has entered a stable development phase after nearly 40 years of rapid growth, facing challenges in finding new growth drivers [2] - Over 300 cities have achieved 5G-A coverage, with more than 10 million users, indicating a significant expansion of 5G-A services across China and the Middle East [3][4] Group 2: Regional Achievements - Sichuan Province has achieved full 5G-A coverage, with over 7,000 base stations operational, covering approximately 1,900 km² and a population of 20 million [5][6] - Major urban areas in Sichuan, including Chengdu, have continuous 5G-A network coverage in high-traffic regions, enhancing digital experiences in various sectors [5][6] Group 3: Technological Innovations - The telecom sector is undergoing a new wave of AI technology innovation, with a focus on experience-driven business models that will transform interactions among individuals, organizations, and society [5][6] - Global operators are embracing the AI era, leveraging their resources to reshape business operations, infrastructure, and maintenance for new commercial growth [5]

浙江金固股份有限公司投资者关系活动 记录表 | 点，能更好的满足客户产品的需求。目前公司阿凡达低碳 | | --- | | 车轮已进入乘用车领域和商用车领域，并拿到多家新能源 | | 车企的定点，打开了新能源车市场，同时，公司正在加快 | | 产能建设以满足日益增长的客户需求，牢牢抓住先发优势 | | 和规模优势。 | | 此外，公司成立了横向应用事业部，引入专业人才组 | | 建团队，立足于现有的新材料、新工艺、新技术的基础之 | | 上，加大研发力度，开展探索更多横向产品的开发和应用 | | 场景，主要致力于市场发展潜力巨大且与公司主业具有相 | | 通性的机器人、低空飞行器等行业。 | | 二、问答环节 | | Q1：公司阿凡达产线海外扩产规划？ | | A：为了更好地服务客户、提供更优质的产品与服务， | | 公司将根据市场需求及在手订单情况，围绕核心客户不断 | | 完善产能布局，弥补产能缺口，满足日益增长的订单需求。 | | 在国内市占率稳步提升的同时，公司也将积极开拓海外市 | | 场，通过建设海外生产基地，为海外主机厂客户提供更具 | | 有竞争力的产品与服务。 | | Q2：公司在机器人产业 ...

齐鲁晚报·齐鲁壹点 张雪 2025年5月，全球新能源汽车（纯电动+插电式混合动力）销量达160万辆，同比增长24%，刷新年内单 月纪录。其中，中国市场单月销量首次突破百万辆（102.1万辆），占全球份额63.75%，成为全球增长 的核心引擎。这一数据凸显中国市场的超大规模效应，也标志着新能源汽车在全球渗透率加速提升。据 中国汽车工业协会（CAAM）数据，2025年1-5月中国新能源汽车累计销量已达456万辆，同比增长 35%，全年有望突破千万辆大关。 中国市场的"里程碑式贡献" 中国市场的爆发式增长得益于多重因素。首先，尽管"国补"逐步退坡，地方政府仍通过充电基建补贴、 限行政策放宽等措施持续扶持市场。 其次，国产电池能量密度提升至300Wh/kg，充电时间缩短至15分钟（400kW快充），续航里程普遍突 破700公里，技术突破显著提升产品竞争力。 此外，比亚迪、广汽等品牌加速三四线城市布局，农村市场渗透率从2024年的8%提升至15%。 细分品牌表现方面，比亚迪以32%的市场份额领跑，特斯拉中国占比降至18%，而极氪、蔚来等新势力 品牌凭借高端化策略，市场份额提升至8%-12%。传统车企如吉利、长安的新能源 ...