化工板块表现活跃，草甘膦、氟化工、环氧丙烷等板块涨幅居前， "制冷剂双雄"三美股份、巨化股份 盘中股价均创历史新高 。另外，港口航运、煤炭、油气开采、民爆等板块也上涨。 上午收盘，上证指数下跌0.06%，深证成指下跌0.18%，创业板指下跌0.48%。 | | | | 康生化 融 300804 | 48.30 | 7.76% | 13.3亿 | | --- | --- | --- | --- | | 联化科技 融 002250 | 12.86 | 7.44% | 117亿 | | 7天5板 | | | | | 美邦股份 605033 | 20.89 | 6.42% | 28.2亿 | | 丰山集团 603810 | 16.91 | 5.89% | 27.9亿 | | 利尔化学 融 002258 | 11.88 | 4.95% | 94.9 Z | 近两日新消费行情回调，其他板块迎来机会。昨天大科技反弹， 今天上午，轮到周期股表现 。 具体看，有色金属板块涨幅居前，贵金属、锌、铅等板块大涨。随着投资者对贵金属避险属性的需求从 黄金扩展到白银，白银期货价格最近走强。白银概念股上午表现突出，兴业银锡、盛达资源等个股 ...

Market Overview - Recent market trends indicate a pullback in the new consumption sector, creating opportunities in other sectors, particularly in cyclical stocks [1] - The non-ferrous metals sector has shown significant gains, with precious metals, zinc, and lead experiencing notable increases [1] - Silver futures prices have strengthened as investor demand for precious metals has expanded from gold to silver, leading to strong performances from silver-related stocks [1] Chemical Sector Performance - The chemical sector has been active, with notable gains in glyphosate, fluorochemicals, and epoxy propylene, among others [1] - Key stocks such as Sanmei Co. and Juhua Co. reached historical highs during trading [2][1] Refrigerant Price Trends - The price of third-generation refrigerants has been on the rise, with the average domestic price of R32 refrigerant reaching 51,000 yuan per ton, marking a 19% increase this year and a 42% year-on-year growth [4] - Analysts attribute the price increase to seasonal demand driven by high summer temperatures and supply constraints due to quota policies [5] Solid-State Battery Sector - The solid-state battery sector has seen a surge, with companies like Haitian Pharmaceutical, Xiamen Tungsten, and Keheng Co. experiencing significant stock price increases [6] - Recent developments in the solid-state battery industry include advancements in high-nickel precursors and lithium-rich manganese-based precursors by companies like Longpan Technology [7] - The introduction of the "full solid-state battery" definition by the China Automotive Engineering Society marks a critical turning point for the solid-state battery industry, potentially reshaping the competitive landscape [8]

Core Insights - The ultrafiltration membrane industry is experiencing significant growth driven by increasing water quality demands and environmental awareness, with the market size in China projected to reach 6.8 billion yuan in 2024, representing a year-on-year growth of 9.68% [1][12]. Industry Overview - Ultrafiltration membranes are polymer separation membranes with a pore size typically ranging from 0.001 to 0.1 microns, capable of retaining particles larger than 10 nanometers while allowing water and small solutes to pass through [1][4]. - The industry has evolved through three main stages: initial exploration in the 1970s-80s, industrial breakthroughs in the 1990s-early 2000s, and rapid growth from the early 21st century to present [4][5]. Market Dynamics - The demand for ultrafiltration membranes is increasing in municipal water supply, wastewater treatment, and seawater desalination, as well as in the food and beverage and biopharmaceutical sectors [1][12]. - The urban sewage treatment capacity in China reached 234 million cubic meters per day in 2023, a year-on-year increase of 4.80%, highlighting the growing need for effective wastewater treatment solutions [10]. Industry Chain - The ultrafiltration membrane industry supply chain includes upstream raw materials (organic and inorganic materials), midstream manufacturing, and downstream applications in various sectors such as wastewater treatment, municipal water purification, and food and beverage [8]. Key Players - Major companies in the ultrafiltration membrane sector include Hainan Lifespan, Le Pure Biotechnology, and Beijing Sino, which are leveraging technological advancements to enhance their market positions [14][16]. - Hainan Lifespan has established itself as a leader with a production capacity of 30 million square meters annually, accounting for nearly half of global production [14][16]. Development Trends - The industry is witnessing technological innovations, such as Le Pure's Extreme™ PVDF membrane, which achieves a 99.9999% microbial retention rate, and advancements in membrane materials that enhance performance and sustainability [20][21]. - Market demand is shifting towards industrial wastewater treatment, municipal water supply improvements, and home water purification systems, with increasing consumer preferences for selective filtration products [21][22]. - Chinese ultrafiltration membrane companies are expanding globally, with initiatives to establish overseas production bases and participate in international standard-setting, enhancing their competitive edge [23].

在西凤酒厂酿造车间，酒香扑鼻、蒸汽氤氲，自动传感系统实时监测发酵状态；智能包装车间里， 凤香型白酒源源不断灌装下线，并贴上全程可溯的"出生证明"。 近年来，宝鸡市主动适应白酒产业发展趋势，推动白酒产业链延伸与升级。目前，西凤酒城的建设 已见雏形，凤香型白酒产业集群跻身省级中小企业特色产业集群。2024年，宝鸡白酒产业实现销售收入 106.47亿元。 做优源头 从一粒粮到全产业链 5月30日，记者走进宝鸡市凤翔区柳林镇高粱种植基地，这里不久前完成了高粱播种作业。"我们种 植的高粱颗粒饱满，淀粉含量达到64%，不但产量高、品质好，而且出酒率高、酒质佳。公司目前种植 高粱5000亩，主要给酒厂供货。"陕西秦粮万仓农业发展有限公司负责人王伟军说。 为种出好原料，凤翔区推行"高粱+其他农作物"的轮作倒茬高效栽培模式，并探索"企业+村级集体 经济组织+基地+农户"的订单化生产模式，鼓励龙头企业、种粮大户参与其中。 作为凤香型白酒的核心产区，宝鸡以西凤酒城建设为核心，逐步构建从原粮种植、酿造生产到包装 物流的全产业链体系。白酒产业链被纳入宝鸡市重点发展的13条产业链，也成为陕西省重点支持的34条 产业链之一。 随着产业集聚 ...

Core Insights - The Ministry of Industry and Information Technology has released the first batch of key cultivation lists for traditional advantageous food production areas and local specialty food industries, including 39 key cultivation objects such as Yunnan small-grain coffee, Cantonese herbal tea, Liuzhou snail rice noodles, and Zhenjiang fragrant vinegar [1] Group 1: Industry Development - Traditional and local specialty foods are recognized as familiar local products that embody long-standing food craftsmanship and folk wisdom, with many being intangible cultural heritage [1] - The promotion of rural revitalization and the upgrading of the food industry have allowed many local specialties to evolve and gain broader market access, exemplified by the transformation of Yunnan Pu'er tea into a billion-level industrial cluster and the doubling of value for Guizhou prickly pear juice through deep processing [1] Group 2: Transformation and Modernization - To revitalize traditional foods, it is essential to adapt traditional flavors to modern tastes and convert traditional craftsmanship into standardized production processes, balancing tradition with modern industrial needs [2] - The transformation of traditional food industries should leverage technology to enhance traditional processes, as seen in the Guizhou Maotai Town, where ancient methods coexist with modern smart temperature control systems [2] - Brand reformation is crucial for telling the cultural stories behind local specialties, aiming to elevate these products from "small and beautiful" to "large and strong," promoting the development of local specialty food industries towards branding, standardization, and internationalization [2]

【DT新材料】 获悉，硫化物固体电解质因其高离子电导率、良好的柔韧性以及优异的机械加工性能，成为全固态电池极具潜力的电解质材料。 然 而， 硫化物固体电解质的生产过程中，作为关键原料的硫化锂面临着挑战。 硫化锂的合成工艺复杂，需要高温和惰性气体保护，这对生产环境和设 备提出了较高要求，导致加工成本增加。此外，固态电解质与电池正负极之间易发生化学副反应，可能影响电池的界面稳定性。 面对硫化锂生产的技术壁垒和市场需求，企业纷纷布局， 海外方面，日本石油巨头出光兴产计划在2027-2028年实现年产千吨全固态电池电解质原料硫 化锂的量产。在国内，已有包括赣锋锂业等多 家企业 已在该领域取得显著进展 。 （1）赣锋锂业 ：早在2022年赣锋锂业便已具备电池级硫化锂量产能力，并于2024年进一步扩大了产线规模。赣锋锂业硫化锂产品纯度可达99.9%、 D50≤5μm，具备高纯度、低杂质含量及优异的一致性等特点，可满足高导电性固态电解质材料技术要求，目前已向20余家客户供货。 （2）恩捷股份 ：自2021年起，恩捷股份与中南大学技术团队携手成立了湖南恩捷，致力于研发低成本、高纯度的硫化锂产品。经过不懈努力，湖南恩 捷已成功 ...

Group 1 - The core viewpoint of the news is that Maide Medical has successfully launched China's first integrated tungsten-free, glue-free, and silicone oil-free pre-filled syringe in collaboration with Nanjing Batefly, marking a significant step for domestic high-end medical consumables to enter the international market [1] - Maide Medical has developed an automated production line for Batefly, incorporating advanced technologies such as X-ray intelligent detection and micro-level collaborative control, achieving millisecond detection speed and zero glue residue risk, thus overcoming long-standing technological monopolies by foreign companies [1] - Batefly's core product, the silicone oil-free COC pre-filled syringe, has successfully passed the FDA Drug Master File (DMF) registration, indicating its readiness for international markets [1] Group 2 - Maide Medical aims to deepen strategic cooperation with industry leaders like Nanjing Batefly, leveraging its expertise in intelligent equipment to build a new ecosystem for intelligent manufacturing of medical consumables [2] - The medical device industry in China is entering a phase of high-quality development, driven by factors such as an aging population and increasing healthcare expenditures, with projections indicating that the market size may exceed 1.8 trillion yuan by 2030, with a compound annual growth rate of 7.53% from 2025 to 2030 [2] - Continuous policy support, expanding market demand, and steady improvements in production automation are creating a synergistic effect that drives the development of the intelligent medical consumables equipment industry [2] Group 3 - After over 20 years of development, Maide Medical has become a national high-tech enterprise in the medical device industry, focusing on innovation and increasing R&D investment, with R&D expenses reaching 40.41 million yuan in 2024, a year-on-year increase of 21.81% [3] - The company submitted 146 patent applications in 2024, including 21 invention patents, and received 78 new patent authorizations, with a total of 416 authorized patents by the end of 2024 [3] - In the first quarter of 2025, R&D investment was 9.156 million yuan, accounting for 22.79% of revenue, reflecting a year-on-year increase of 9.48 percentage points [3] Group 4 - Maide Medical's products have received multiple national and provincial recognitions, including being listed as key products at various levels, showcasing its commitment to quality and innovation [4] - The company is actively exploring new growth areas, including high-value medical consumables and clinical testing, while integrating advanced intelligent control systems to provide customized digital workshop solutions [4] - Maide Medical is pushing the industry towards intelligent and flexible production models, enhancing its competitive edge in the market [4]

金属材料检测服务是通过一系列技术手段对金属材料的性能、成分及结构进行科学评估的过程，以确保其符合行业标准和安全要求。具体包括： 机械性能测试（如拉伸强度、硬度、冲击韧性）；化学成分分析（如元素含量、杂质检测）；金相分析（微观组织结构观察）；无损检测（ NDT ）（如超声波、 X 射线探伤）；环境可靠性测试（耐腐蚀、高温老化等）。 01 行业发展现状及市场前景分析 相比西方发达国家，我国检测行业的发展历史比较短，从萌芽到现在大约经历了半个世纪。20 世纪 80 年代，我国为了适应改革开放和市场经济 建设的需要，同时，为了推动国内产业，我国政府在技术法规、标准、合格评定程序等方面，开始着手在各行业推动成立了标准化组织、检验检 测机构、认证机构等。进入 21 世纪，尤其在我国加入世界贸易组织以后，在外资检测机构的冲击以及我国经济迅速发展带来的强大检测市场需 求的双重因素作用下，我国检测市场进入了快速发展阶段。随着供给侧改革的深化实施，我国传统产业正在转型升级，新兴行业保持高速发展， 新材料、新结构和新工艺不断涌现，渗透在国民经济各行业中的检测行业则会持续面临新需求。 在当前复杂且充满变革的宏观环境下，检验检测行业的 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 7月9日-10日，2025势银（第五届）光刻材料产业大会（安徽合肥） 点此报名 添加文末微信，加 光刻胶 群 2025势银（第五届）光刻材料产业大会 已确定将于 7月9日 在 合肥新站利港喜来登酒店 正式 举行 。 酒店地址： 合肥市新站区铜陵北路1666号 。 目前，已有 10余 家产学研单位 确认参会并发表演讲（此排序不分先后）。 1.张江实验 室 ： 研究生命健康科学、集成电路信息技术、类脑智能等关键核心技术。 2.甬江 实验 室： 研究新材料及相关领域的前沿科学技术。 3.矽磐微 ： 专注于扇出型面板封装技术研发与应用的高科技半导体封装测试企业。 4.凯诺中星 ： 各类型电子信息新材料、医药中间体、功能性精细化学品供应商。 5. 天璇新材料 ： 专注于高性能光学材料的开发和产业化。 6.南开大学： 教育部直属重点综合性大学，材料科学与工程学院专注材料科学领域的人才培养与科技进步，电子信息与光学工程学院专注信息技 术人才 ...

Core Insights - The financial support from the People's Bank of China has significantly aided the post-earthquake recovery and reconstruction efforts in Sichuan, with substantial increases in deposits and loans in the affected areas [1][3][5] Financial Recovery and Support - As of March 2025, deposits in Ganzi and Ya'an reached 299.39 billion yuan, a 17% increase since September 2022, while loans increased by 25% to 221.47 billion yuan, indicating a full recovery and surpassing pre-earthquake levels [1][3] - The People's Bank of China implemented a housing reconstruction loan plan, offering up to 30 million yuan in loans with a 30 basis point reduction in interest rates, which has facilitated the repair and rebuilding of homes for over 35,918 households [3][5] Economic Revitalization - Financial institutions have introduced various relief policies, including loan extensions and interest rate reductions, to support local businesses and stimulate economic activity in the disaster-stricken areas [5][6] - By March 2025, 364 post-disaster reconstruction projects had been initiated, with a completion rate of 92.62% and total investments of 20.037 billion yuan [6] Tourism and Cultural Development - The recovery of the tourism sector has been notable, with the reopening of the Hailuo Valley scenic area in December 2023, which has since attracted 150,000 visitors and generated 1.057 billion yuan in tourism revenue [8] - The tourism industry in Ganzi has seen a resurgence, with a total of 2.78118 million visitors and tourism revenue reaching 33.866 billion yuan since the earthquake, exceeding pre-disaster levels [8] Industry Collaboration and Innovation - The People's Bank of China has facilitated innovative financing solutions, such as using trademark rights as collateral for loans, which has helped local businesses like Sichuan Guyu Water Industry Co., Ltd. to recover and create jobs [4][6] - Collaborative efforts between financial institutions and local governments have led to the establishment of new agricultural practices and the introduction of high-value crops, enhancing local economic resilience [6][7]