未来产业，是由人工智能、新能源、空天科技、高端装备、生物技术等战略领域共同构建的新兴产业体系，代表 了科技进步的最前沿，也承载着驱动经济转型升级的核心动能。在这一进程中，新材料扮演着不可或缺的基石与引擎 角色：无论是更轻更强的结构材料、更智能的感知材料，还是更高效的能量转换材料，都是支撑未来产业发展的物质 基础和推动技术迭代、拓展应用场景、重塑产业结构的关键力量。 "新材料 创未来"2025新材料创业者大会 特邀学界、产业界与投资界领袖，聚焦未来产业核心议题，从空天装备 的主动控制与智能运维需求，到通讯基站热管理的技术突破，从灵巧操作机器人的材料机遇，到汽车智能化趋势下的 创新应用，再到人工智能与低空经济的材料驱动融合，徐徐揭开一幅更智能、更绿色、更融合的未来图景。 倒计时5天 今日解锁—— 新材料赋能未来产业平行论坛 AMEC 主持人 主持人 李陶 阳光保险融汇资本董事总经理 AMEC 主报告人一 主题： 新型尼龙树脂开发及应用 潘凯 北京化工大学教授，博士生导师 国家重点新材料研发及应用科技重大专项项目首席 先进功能高分子复合材料北京市重点实验室副主任；中国化工学会化工新材料分会专家委员等。作为项目负责人 ...

先导智能半年报显示， 公司专业从事高端非标智能装备的研发设计、生产和销售，聚焦"新能源+高端装备"，是全球领先的新能源智 能制造解决方案服务商。业务涵盖锂电池智能装备、光伏智能装备、3C智能装备、智能物流系统、氢能装备、激光精密加工装备等领 域，能够为客户提供智造+服务为一体的智能工厂整体解决方案。 截至12月5日收盘，公司总市值757亿元，今年以来股价涨幅超过 140% 。 先导智能官方微博发布严正声明称，从未发生过网传的所谓"光伏设备工程师在印度遭遇恶性人身伤害"事件。 12月6日，先导智能官方微博发布严正声明称， 从未发生过网传的所谓"光伏设备工程师在印度遭遇恶性人身伤害"事件。 目前公司海 外项目运营正常，所有外派员工均平安。 针对相关恶意传播 虚假恶俗信息的 自媒体账号，公司已全面完成证据固定并正式向公安机 关报案，目前警方已受理调查 。 先导智能表示，近期，公司注意到在微博、微信公众号、抖音等网络平台上，个别自媒体账号为博取流量，恶意翻炒、传播所谓"光伏 设备工程师在印度遭遇恶性人身伤害"的虚假恶俗信息。 此类内容虽然采用"含沙射影"的手法，但在其评论区及私域社群中，大量言论被恶意引导指向公司，并 ...

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products and systems. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation field, with main products including automation drive products and intelligent control systems [2][3][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to shareholders of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for robotic applications, enhancing production yield and operational efficiency for downstream customers [2][3]. - The intelligent control system is categorized as an integrated hardware and software product, with hardware primarily sourced externally and software developed in-house to meet specific industry needs [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, a prestigious title awarded to high-performing small and medium enterprises in China [2]. - The company's main business falls under the category of strategic emerging industries, aligning with national technology innovation development strategies [3].

Core Insights - The 19th Shanghai Financial Services for the Real Economy Conference (referred to as "Jin Qiao Hui") concluded with significant activities aimed at connecting financial resources to industrial development needs [1] - The conference facilitated financing connections for nearly 400 real enterprises through specialized "Park Tours" across ten districts in Shanghai, focusing on key industries such as artificial intelligence, integrated circuits, and biomedicine [1] - A series of initiatives were launched to enhance the international financial market in China, emphasizing the importance of financial market capabilities and the aggregation of financial institutions [1] Group 1 - The "Jin Qiao Hui" series of "Park Tours" has organized 12 financing connection events since its opening on September 28, showcasing the commitment to support local enterprises [1] - The conference highlighted the launch of the "Global Financial Institutions Entering the Chinese Financial Market" initiative, aimed at improving the ecosystem for foreign financial institutions in Shanghai [1] - An industry initiative was released to optimize the cooperative environment for foreign financial institutions in Shanghai, focusing on enhancing the internationalization of the financial market [1] Group 2 - The "Shanghai Minhang Dalinghao Bay Shenwan Hongyuan Investment and Financing Service Station" was inaugurated, indicating a focus on localized financial services [2] - The "Shenwan Hongyuan New Quality Productivity Selection Index" was introduced, reflecting ongoing innovation in financial products [2] - The "Jin Qiao Hui" will continue to leverage its platform to support high-quality economic development in Shanghai, with an online exhibition platform available until September 2026 [2]

证券代码：301559 证券简称：中集环科 中集安瑞环科技股份有限公司 投资者关系活动记录表 编号：2025-011 投资者关系活动类 别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑其他 电话会议 活动参与人员 泓德基金 李昕阳 华泰证券 李倩倩 公司副总裁、首席财务官兼董事会秘书 张 毅 公司董事会办公室主任 王延民 时间 2025 年 12 月 4 日 10:00-10:30 地点 中集环科会议室 形式 □现场 □网上 ☑电话会议 交流内容及具体问 答记录 公司基本情况介绍： 公司主要从事罐式集装箱的设计研发、生产制造和销售，是全球 领先的液体、液化气体（常温）集装箱化物流装备制造企业和全生命 周期服务商，并衍生出医疗设备部件业务。 2025 年，受美国贸易政策不确定性以及全球地缘政治紧张等因 素影响，全球经济局势在多重因素交织下呈现出复杂态势，公司下游 化工行业承压，罐式集装箱市场需求下降，市场竞争加剧。公司面对 复杂竞争局面，坚持高质量发展主线，罐式集装箱业务市场份额稳居 首位，医疗设备部件业务保持增长态势，后市场业务服务能力不断提 升。 问题 1 ...

Core Viewpoint - The resilience and security of industrial and supply chains are crucial for national economic security and high-quality development, as emphasized by Xi Jinping [1][2]. Group 1: Importance of Industrial and Supply Chain Resilience - Industrial chains represent the interconnected relationships among various industry segments, while supply chains encompass the entire process from suppliers to end-users, forming the economic "vascular system" [2]. - High resilience and security in industrial and supply chains imply inherent stability, autonomy, and flexibility, enabling quick adaptation to external shocks and maintaining operations under pressure [2]. - The current global landscape is marked by significant changes, with the restructuring of global industrial and supply chains due to geopolitical tensions and trade barriers, increasing complexity and uncertainty for China's supply chains [2][3]. Group 2: China's Industrial System and Challenges - China has developed the largest and most comprehensive industrial system globally, which supports its competitive edge and participation in global economic cooperation [3]. - Despite advancements, challenges remain, such as the need for stronger original innovation capabilities and overcoming reliance on foreign technology in critical areas [3]. Group 3: Technological Innovation and Integration - Technological innovation is essential for enhancing the resilience and security of industrial and supply chains, with a focus on key areas like artificial intelligence and advanced materials [4]. - Strengthening the role of enterprises in innovation and fostering collaboration between industry, academia, and research can accelerate the growth of innovative enterprises and improve technology transfer [4]. Group 4: Domestic Industrial Transfer - Promoting orderly domestic industrial transfer is vital for optimizing productivity and enhancing supply chain resilience, leveraging regional strengths and capabilities [5]. - Establishing collaborative mechanisms for resource flow and ensuring shared benefits between regions can enhance the capacity of less developed areas to absorb industries [5]. Group 5: Financial Support for Industrial Security - Financial services play a critical role in guiding capital towards key technological advancements and supporting the development of strategic emerging industries [6]. - Enhancing digital financial infrastructure and ensuring data security are crucial for maintaining the stability of industrial and supply chains [6].

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and recent financial metrics. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation field, with main products including automation drive products and intelligent control systems [2][3][8]. - The company was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province [7]. Business Performance - For the period from January to September 2025, the company achieved operating revenue of 361 million yuan, a year-on-year decrease of 3.30%, and a net profit attributable to the parent company of 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, 0.57% from management system software, and 0.51% from other sources [8]. Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and market share [2]. - The company's products are categorized under national strategic emerging industries, aligning with the country's technology innovation development strategy [3]. Recent Stock Performance - On December 3, the stock price of Gangdi Technology fell by 0.64%, with a trading volume of 12.29 million yuan and a market capitalization of 3.731 billion yuan [1]. - The stock has seen a net outflow of 523,700 yuan from major investors, indicating a reduction in holdings over the past two days [4][5]. Technical Analysis - The average trading cost of the stock is 74.92 yuan, with the current price approaching a support level of 65.10 yuan, suggesting potential volatility if this support is breached [6].

来源：新浪证券-红岸工作室 12月2日，港迪技术跌1.36%，成交额1272.42万元，换手率0.74%，总市值37.55亿元。 异动分析 新型工业化+机器人概念+专精特新+高端装备+信创 1、武汉港迪技术股份有限公司主营业务是工业自动化领域产品研发、生产与销售。主要产品是自动化 驱动产品、智能操控系统。 2、2025年10月28日互动易：公司自主研发的 SD400 系列伺服系统，凭借超快速响应、高精度位置控 制、高稳定性以及紧凑的设计等特性，已实现对机器人应用（关节驱动、喷涂路径优化、焊接工艺精准 执行）的适配，可有效帮助下游客户提升设备生产良率与作业效率，相关产品正逐步推向市场。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 主力没有控盘，筹码分布非常分散，主力成交额483.67万，占总成交额的6.52%。 技术面：筹码平均交易成本为75.03元 4、根 ...

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products [2][3]. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation sector, with its main products being automation drive products and intelligent control systems [2][3]. - The company was established on September 28, 2015, and is located in the Wuhan University of Technology Science Park [7]. Business Performance - For the period from January to September 2025, the company achieved a revenue of 361 million yuan, representing a year-on-year decrease of 3.30%, while the net profit attributable to the parent company was 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for robotic applications, enhancing production yield and operational efficiency for downstream customers [2][3]. - The intelligent control system is categorized as an integrated hardware and software product, with hardware primarily sourced externally and software developed in-house to meet specific industry needs [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, a prestigious title awarded to high-performing small and medium enterprises in China [2]. - The company's main business falls under the category of strategic emerging industries, aligning with national technology innovation development strategies [3].

Core Viewpoint - Shaanxi Province has introduced sixteen measures to deepen capital market reforms, aiming to support high-quality development in the region, which has led to a collective surge in local stocks [1][3]. Group 1: Key Measures - Focus on key sectors such as new generation information technology, artificial intelligence, aerospace, new energy, new materials, high-end equipment, biomedicine, and quantum technology, guiding companies to appropriate market segments for listing [1]. - Encourage listed companies to utilize diverse financing tools in the capital market, including rights issues, bond issuance, and securitization products for refinancing [1]. - Establish a social security science and technology innovation fund in Shaanxi and attract national venture capital guidance funds to operate in the region [1]. Group 2: Support for State-owned Enterprises - Promote major asset restructuring for state-owned listed companies with poor operational performance to eliminate outdated capacity and restore refinancing capabilities [2]. - Support state-owned companies in exploring strategic emerging industries and future industries, enhancing industry synergy and expanding business areas [2]. - Urge securities, fund, and futures institutions to improve compliance management and risk control foundations [2]. Group 3: Market Reaction - Following the announcement, the Shaanxi stock sector experienced significant upward movement, with notable stocks such as Zhongtian Rocket and Xi'an Catering reaching their daily limit [3][4].