Core Insights - The Ministry of Industry and Information Technology has announced the preliminary list of key pilot platforms for nurturing, with six platforms from the Optics Valley included, covering pharmaceuticals, industrial mother machines, integrated circuits, and common needs, accounting for over 60% of the total selected in the province [1][3]. Group 1: Pilot Platforms Overview - The first batch of key pilot platforms includes 242 platforms nationwide, spanning six critical manufacturing sectors essential for high-quality development [3]. - The Jiufeng Mountain Laboratory compound semiconductor pilot platform is equipped with over 500 advanced process and testing devices, focusing on optical, next-generation communication, and power electronics applications, attracting over 500 enterprises and research institutions for collaboration [3][5]. Group 2: Investment and Services - The National Digital Design and Manufacturing Innovation Center's pilot platform has a total investment of approximately 500 million yuan, with 298 sets of pilot equipment, serving nearly 200 clients with contracts exceeding 500 million yuan [5]. - The Dingkang Biological recombinant protein drug pilot platform has provided production services for over 50 products from more than 40 clients, with samples undergoing clinical trials in over 30 countries and regions [5]. Group 3: Importance of Pilot Platforms - The success of pilot testing is crucial for the industrialization of technological achievements, with a success rate of 80% for those that undergo pilot testing compared to only 30% for those that do not [5]. - The number of pilot platforms reflects the local industry's ability to transform technology, indicating the overall development level of the local industry [5][8]. Group 4: Future Development - The Optics Valley has established 61 city-level registered technology achievement transformation pilot platforms, accounting for nearly 30% of the total, primarily in core industries such as new-generation information technology, life health, and high-end equipment [8]. - The East Lake High-tech Zone plans to enhance the pilot platform system, strengthen platform capabilities, and accelerate the integration of technological and industrial innovation for high-quality development [8].

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025年全球锂电产业链分布图 I C C S I N O 分布图内容 分布图尺寸：1.5米X1米 从覆盖行业角度，本分布图细致入微地描绘了全球锂电产业从原材料、四大主材、电池制造到终端应 用的全链条生态。从覆盖地域角度，本分布图包含中国、北美、欧洲、日韩东南亚四大锂电产业主要 聚集区。 分布图领取资格 转发本文到朋友圈 ，添加小编免费领取，19921233064（微信同）。 分布图快递详情 正在按照登记顺序，依次派发中...... 分布图领取 ▼ 近年来，全球主要经济体纷纷将固态电池技术研发与产业化布局纳入国家战略规划，加大政策扶持与科研 投入力度。我国在固态电池领域已取得一系列重要突破，在材料体系创新、电芯结构设计、制造工艺优化 等方面积累了丰富的技术经验，部分企业已实现固态电池样品的制备与测试验证，并逐步推进产业化进 程。 根据鑫椤资讯的统计，2024年中国固态/半固态电池产量已经达到5.2GWh。 然而，固态电池技术的 商业化应用仍面临诸多挑战，如固态电解质的离子电导率提升、电极/电解质界面稳定性优化 ...

[分析师：张帆 Table_Author] 执业证书号：S0010522070003 邮箱：zhangfan@hazq.com 相关报告 1.《业绩稳健，成套化和出口驱动未来 业绩成长》2024-04-26 [Table_StockNameRptType] 景津装备（603279） 公司点评 利润端短期承压，持续推进成套设备产业化 | 投资评级：买入（维持） [Table_Rank] | | | --- | --- | | 报告日期： | 2025-05-26 | | 570 收盘价（元） | 16.45 | | 近 12 个月最高/最低（元） | 22.46/15.02 | | 总股本（百万股） | 576.46 | | 流通股本（百万股） | 572.05 | | 流通股比例（%） | 99.24 | | 总市值（亿元） | 94.83 | | 流通市值（亿元） | 94.10 | [公司价格与沪深 Table_Chart] 300 走势比较 -40% -30% -20% -10% 0% 10% 20% 景津装备 沪深300 2.《业务稳定拓展，成套设备持续推进》 2024-08-29 3.《利润短期承压 ...

Core Viewpoint - The emphasis is on the integration of "three greens" (expanding, promoting, and protecting greenery) and the linkage of "four reserves" (forest, water, money, and carbon) to enhance the quality, industry, and benefits for the people in forest management [1] Group 1: Quality Improvement - The need for holistic protection of forest ecosystems is highlighted, advocating for systematic restoration and comprehensive governance [1] - Large-scale land greening actions should be scientifically planned, considering water resource distribution and carrying capacity, with appropriate species selection [1] - Health diagnostics of forest ecosystems should be conducted, employing both natural recovery and artificial restoration methods tailored to specific regions and conditions [1] Group 2: Industry Expansion - The potential value of forest ecological products needs to be realized through market integration, promoting ecological industrialization and industrial ecology in forestry [2] - Differentiated compensation policies for ecological public forests should be established based on ecological location, with additional incentives for high-quality forest areas [2] - The development of market entities for forest ecological products should be accelerated, exploring various composite management models and integrating with tourism, education, and health industries [2] Group 3: Benefit to People - The forestry industry is recognized for its strong capacity to drive employment and increase income, exemplified by successful projects that transform degraded areas into productive landscapes [3] - The promotion of collective forest land rights and the establishment of benefit-sharing mechanisms between forestry operators and farmers are essential [3] - Various cooperative models should be encouraged to ensure farmers receive reasonable and stable income from forestry operations [3]

Investment Rating - The report maintains a "Positive" investment rating for the industry [3] Core Insights - The report highlights that the main line has established a bottom, with the IPO of Ningde Times realizing liquidity premiums. The acceleration of solid-state battery industrialization is emphasized as a key focus for continued recommendations [14][39] - The report indicates that the photovoltaic sector is experiencing a clear bottom in sentiment, with expectations of a decline in production in June due to a retreat in domestic rush demand. However, new technology developments are showing positive signs [14][39] - The energy storage sector is noted for its upward trend in household storage and the potential for large-scale storage to be positioned for left-side layout [14][39] - The lithium battery sector is expected to see a shift in traditional frameworks, with the IPO of Ningde Times providing international pricing opportunities and the continued advancement of solid-state battery technology [14][39] - The wind power sector is anticipated to recover in Q2, with a focus on offshore wind opportunities [14][39] - The power equipment sector is highlighted for its upcoming bidding opportunities and the potential for overseas market recovery [14][39] Summary by Sections Photovoltaic - In April, domestic photovoltaic installations surged to 45.22 GW, a year-on-year increase of 215%, with a cumulative installation of 104.93 GW for the first four months, up 75% year-on-year [13][27] - The report notes that the market is stabilizing prices after a period of decline, with major manufacturers attempting to control prices amid a backdrop of declining demand [27][39] - Key recommendations include focusing on companies with strong financial reserves and those positioned to benefit from supply-demand improvements, such as Longi Green Energy and Tongwei Co [14][39] Energy Storage - The report emphasizes the growth of large-scale commercial energy storage projects, with significant progress in projects over 50 MWh [48] - The U.S. "Big and Beautiful" bill has passed the House, which includes adjustments to clean energy tax credits and incentives [49][51] - Recommendations include focusing on household storage and AIDC-related opportunities, with key companies like Sungrow Power Supply and Dewei Technology highlighted [14][39] Lithium Batteries - The report suggests that concerns regarding the lithium battery sector's profitability may be alleviated by the international pricing opportunities presented by Ningde Times' IPO [14][39] - The solid-state battery technology is noted for its rapid industrialization, with key companies such as Ningde Times and Xiamen Tungsten highlighted for investment [14][39] Wind Power - The report indicates that performance concerns in the wind power sector have been largely addressed, with a focus on the acceleration of offshore wind projects [14][39] - Companies such as Tianneng Wind Power and Mingyang Smart Energy are recommended for investment [14][39] Power Equipment - The report highlights the upcoming bidding period for power equipment and the potential for recovery in overseas markets [14][39] - Key recommendations include focusing on companies like State Grid NARI Technology and Mingyang Electric [14][39]

2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议倒计时17天 ● 钠电产业化加速构筑产业链生态。 钠电正极、负极、电解液、隔膜、集流体等钠电关键材料领 域的企业都在加速布局，关键材料国产化率达 95% ，关键材料环节逐步实现专用化。 奖项一：钠电市场应用开拓先锋 奖项介绍： 该奖项针对在不同应用场景有实质性客户进展和市场应用的企业。 奖项二：钠电材料产业化先锋 奖项介绍： 该奖项针对在钠电核心材料产业化及规模化有实质性进展的企业。 ● 重卡市场应用先锋 ● 轻型车市场应用先锋 ● 启停电池市场应用先锋 ● 储能市场应用先锋 ● 海外市场应用先锋 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 奖项背景 ● 应用场景加快探索。 储能领域，围绕电力储能、工商业储能、户用储能、数据中心UPS、基站 备电等场景的差异化需求，试点示范应用开始散点铺开。在交通领域，两轮车、三轮车、启动电 源、工程机械车辆、微型车、乘用车等多场景都开启钠电探索。轻型车换电、二级经销商等商业模 式也开始逐步酝酿。 ● 规模化产能加速落地。 核心材料领域， ...

Core Insights - The rapid development of digital technology is driving a wave of industrial transformation and upgrading, presenting significant opportunities in the digital economy era [1][3][5] - New urbanization in the context of the digital economy is not merely about land and population but represents a socio-economic transformation that aligns with digitalization and industrialization [3][5] - The digital economy is becoming a new engine for urban industrial upgrading and functional expansion, integrating big data and artificial intelligence into various economic activities [5][6] Group 1: Digital Economy and Urbanization - The digital economy is enhancing the strength of urban industrial chains, significantly altering resource supply and demand matching, and creating new paths for traditional urban industrial development [3][5] - Digital technology applications are expanding the development space of urban industries, making overall planning and layout more scientific and effective [5][6] - The transition from traditional industrial development to a digital economy is characterized by a shift from scale economy to quality and efficiency, driving industries towards higher global value chains [8] Group 2: Technological Integration and Innovation - The integration of new generation digital technologies with emerging technologies is leading to revolutionary breakthroughs in production factors and innovative configurations [5][6] - Digital transformation is becoming a core issue across various fields globally, with the potential to significantly reduce labor costs and risks associated with human error [6][8] - Companies must leverage digital transformation opportunities to enhance their development and align with broader societal trends, emphasizing the importance of technological innovation as a core element of new productive forces [6][8]

| | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | | | | (%) | | 营业收入(元) | 17,337,388.48 | 15, 011, 122. 33 | 15. 50% | | 归属于上市公司股东的净利 润(元) | 1,134,503.45 | 905, 928. 72 | 25. 23% | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 998.537.90 | 747.607.83 | 33. 56% | | (元) | | | | | 经营活动产生的现金流量净 | -116, 978, 178. 47 | -33, 970, 069. 04 | -244. 36% | | 额(元) | | | | 2021年12月6日，观想科技在深交所创业板上市，公开发行股票2000万股，发行价格为31.50元/股，保 荐机构(主承销商)为第一创业（002797）证券承销保荐有限责任公司，保荐代表人为李军伟、李志杰。 中国经济网北京5月24日讯观想科技（301213）(301213.SZ)近日披露的2024年年度报告显示，公 ...

6月会议预告 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 峰会背景 ● 全面电动化开启万亿级新能源产业新纪元。 固态电池凭借超高理论能量密度、本质安全性及长 循环寿命，成为新能源汽车、储能、eVTOL、AI、消费电子等领域的终极电池技术。 ● 电池环节， 国内全固态电池技术上取得重大进展。比亚迪、一汽相继宣布成功研制出超过 60Ah的大容量全固态电芯，标志着全固态电池技术从基础科学研究、功能性开发迈向实际应用阶 段。 ● 材料环节， 在固态电解质研发中，硫化物成主流，氧化物/聚合物等多路径并行突破。为了突 破性能瓶颈，全固态电池材料研发呈现出多元复合化趋势，包括采用复合固态电解质、复合改性正 负极材料等。 ● 设备环节， 干法电极设备、固态电池中试线整线订单开始浮现，行业接下来将面临放大生产的 工程化和产业化的挑战，一致性、良品率、生产效率及成本等问题亟待突破。 ● 谋准高潜力赛道，固态电池规模化落地可期。 目前，半固态电池作为过渡方案已进入车企供应 链， ...

6月会议预告 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工钠电 产业峰会 主办单位： 高工钠电、高工产业研究院（GGII） 总冠名： 众钠能源 会议时间： 6月9日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） 2025高工固态电池 技术与应用峰会 2025 年，新能源智能装备领域呈现"新变"。 无论是头部梯队 企业 还是聚焦细分领域的后起之秀，新能源智能装备企业都在 围绕干法电极、固态电池、智能化、节能 化 等 四大方向 进行 突破， 甚至于将 材料 、 工艺 、 装备协同 ， 列入企业发展 逻辑 主线 。 5 月 15 日， 高工锂电 " 云看展 " 系列 ——价值重塑：场景、技术、生态多维创新，带领观众走进嘉拓智能、先导智 能、尚水智能、海目星激光、时代高科、德龙激光、清研电子、新氧器、雷索新材料、利元亨、博路威 等企业，探究智能 装备企业如何通过多链路 创新 ， 推动锂电产业向高效、安全、低能耗转型，为全场景电动化提供装备支撑。 嘉拓智能：领先设备创新，布局全 ...