据深交所披露，深圳市尚水智能股份有限公司(以下简称"尚水智能")创业板IPO已于6月19日获正式受 理，11月20日完成第二轮问询回复，冲刺资本市场步伐提速。 一、IPO募资锚定技术升级契合创业板定位 据招股书显示，尚水智能拟募资5.87亿元，其中2.28亿元投向高精智能装备华南总部制造基地，2.09亿 元用于研发中心建设，1.5亿元补充流动资金。公司深耕微纳粉体处理、粉液精密计量装备领域，产品 覆盖新能源电池极片制造全链条，符合创业板"三创四新"定位。 根据GGII调研统计，2024年中国锂电生产设备市场规模约660亿元，2025年行业出货量达到近年低点， 后续2026年将重回增长态势，预计到2027年中国锂电生产设备市场规模将达到850亿元。尚水智能凭借 技术积累切入高增长赛道，其核心客户涵盖宁德时代（300750）、LGES等全球龙头，为IPO申报奠定 市场基础。 二、标准制定+奖项加冕技术实力获双重认证 11月，尚水智能凭借干法电极技术创新性突破，摘得2025高工锂电金球奖"年度技术奖"。在新技术领 域，尚水智能不断探索产业化方向，已成功开发湿法、半干法、干法极片路线全覆盖，实现多种材料的 混合与分散 ...

北京商报讯（记者 和岳）12月15日，国务院新闻办公室举行新闻发布会介绍11月国民经济运行情况。 国家统计局新闻发言人、总经济师、国民经济综合统计司司长付凌晖在会上表示，11月份，规模以上电 子专用材料制造、集成电路制造增加值分别增长30.9%、32.4%。智能产品生产较快增长。11月份，智 能车载设备制造、智能无人飞行器制造增加值分别增长30%、49.3%，工业机器人产量增长20.6%。绿色 转型推动下，新能源产业发展态势较好。11月份，新能源汽车、汽车用锂离子动力电池产量分别增长 17%、32.7%。绿色材料生产快速增长。11月份，高性能化学纤维、生物基化学纤维产量分别增长 41.3%、27.7%。 ...

新华财经上海12月12日电（谈瑞、周子涵） 在"双碳"政策持续深化与全球新能源产业加速迭代的双重驱动下，温控设备赛道近期备受资本市场关注。 本周，冰轮环境（000811.SZ）股价呈现大幅上扬态势，全周累计上涨23.56%，至周五收盘股价报18.20元，周度成交额累计突破80亿元，成为推升新华出海 制造指数的重要力量。 作为深耕温控领域数十年的龙头企业，冰轮环境的经营基本面相当扎实。2014-2024年，公司营收从16.9亿元增长至66.4亿元，复合增速14.6%；归母净利润 从2.1亿元增长至6.3亿元，复合增速11.7%。2025年三季报显示，公司前三季度虽面临市场环境波动，实现营收48.35亿元、归母净利润4.28亿元，同比分别 下滑2.45%和9.68%，但单季度业绩已呈现明确复苏态势——第三季度实现营收17.17亿元，同比增长6.88%；归母净利润1.62亿元，同比增幅高达13.54%，盈 利能力显著改善 。 值得一提的是，根据冰轮环境近期发布的投资者关系管理信息，公司仍在积极布局数据中心及液冷系统，力图通过技术领先不断提升竞争力。 据悉，在国内，冰轮环境已成功服务了国家超级计算广州中心（天河二号） ...

在产业布局方面，湖南裕能正加速推进"资源—前驱体—正极材料—电池回收"一体化战略，通过打通磷 资源开采至磷化工、磷酸铁前驱体生产的关键环节，实现产业链向上延伸，保障供应链稳定。同时，公 司铜冶炼项目稳步推进，西班牙项目待手续办理完毕后将正式启动建设，全球化布局逐步落地，为长期 发展奠定基础。 湖南大学电气与信息工程学院教授黎福海在接受《证券日报》记者采访时表示："储能与动力电池的需 求共振，将推动磷酸盐正极材料市场持续增长。在储能领域，大电芯技术提升经济性、政策支持加码、 AI数据中心配储需求增长及海外市场扩容形成多重利好；在动力电池领域，新能源汽车渗透率提升与 单车带电量增加提供稳定支撑。" 储能市场的增长势头更为迅猛。随着光伏、风电等可再生能源装机量提升，新型电力系统建设加速推 进，叠加人工智能发展带动数据中心电力需求激增，储能电池成为关键支撑。高工锂电数据显示，全球 储能电池出货量从2020年的27GWh跃升至2024年的360GWh，年均复合增长率达91.1%；预计2030年将 达到1400GWh，2024年至2030年期间年均复合增长率为25.4%，两大细分市场的需求共振为磷酸盐正极 材料带来广阔增 ...

莱州市与万华化学集团股份有限公司成功签署"万华莱州绿电产业园"项目投资协议。根据规划，万华化 学将在莱州投资建设年产65万吨磷酸铁锂项目，项目达产后，将为山东省动力电池、储能电池等新能源 产业发展提供关键材料支撑。 ...

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~ 本文来源：莱州发改 日前，莱州市与万华化学集团股份有限公司成功签署"万华莱州绿电产业园"项目投资协议。 此次签约的万华莱州绿电产业园项目，是万华化学在新材料领域的重要布局，更是莱州产业发展的"强引 擎"。根据规划， 万华化学将在莱州投资建设年产65万吨磷酸铁锂项目， 项目达产后，将为山东省动力 电池、储能电池等新能源产业发展提供关键材料支撑。 万华化学集团股份有限公司，简称万华化学，成立于 1998年 ，位于山东省烟台市，是一家 全球化运营 的化工新材料 公司。 据悉，万华化学目前已实现第四代磷酸铁锂量产、第五代定型首发，其自主研发的新型铁锂烧结技术可生 产高压实密度产品，而该技术已被列入限制出口目录。莱州大规模项目能为技术迭代提供更多实践场景， 持续拉开与同行的技术差距，稳固其在行业内的技术地位。 如想了解更多关于磷酸铁锂行业信息， 欢 迎订购《 2025-2029年中国磷酸铁锂市场运行趋势及竞争 策略研究报告 》，订 购电话：18964001371（微信同）。 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3 ...

超大型矿用液压挖掘机是整机重量（含标准配置铲斗、基础附件及满油状态）超过 100 吨的特大型露天矿山专用挖掘装备，核心依托大功率发 动机驱动高压液压系统，通过精准液压控制实现铲斗的强力挖掘、提升、回转及装载动作。其结构设计聚焦重载工况与连续作业需求，采用高 强度耐磨材料与加固型底盘、动臂结构，可适配不同矿岩特性定制超大容量铲斗或破碎锤等专用属具，主要应用于大型露天矿山的表土剥离、 大宗矿产（煤、铁、铜等）的规模化开采与装载核心工序，是支撑矿山高强度、高效率作业的关键设备。 据QYResearch调研团队最新报告"全球超大型矿用液压挖掘机市场报告2025-2031"显示，预计2031年全球超大型矿用液压挖掘机市场规模将达到 72.8亿美元，未来几年年复合增长率CAGR为8.3%。 图00001. 超大型矿用液压挖掘机，全球市场总体规模 来源：QYResearch 超大型矿用液压挖掘机研究中心 图00002. 全球超大型矿用液压挖掘机市场前11强生产商排名及市场占有率（基于2024年调研数据；目前最新数据以本公司最新调研数据为准） 来源：QYResearch 超大型矿用液压挖掘机研究中心。行业处于不断变动之中，最 ...

Report Industry Investment Rating No relevant content provided. Core View of the Report - The production of primary lead remains stable overall, but the shortage of raw material supply restricts further significant production growth. The supply of lead concentrate remains tight. The production of recycled lead shows signs of recovery, but the growth is less than expected. The supply of waste batteries is tight, which restricts the release of recycled lead production capacity. If environmental control remains stable and waste battery supply stays at the current level, recycled lead production is expected to maintain a stable growth trend. On the demand side, orders in the leading energy storage battery sector are relatively stable, supporting the demand for lead. However, due to the "trade - in" policy, the traditional replacement market is dull. Downstream battery enterprises face inventory pressure and are cautious in purchasing high - priced lead sources. Overall, the price of Shanghai lead is expected to fluctuate, and it is expected to maintain a weak oscillation today [3]. Summary by Related Catalogs Futures Market - The closing price of the Shanghai lead main contract is 17,115 yuan/ton, down 55 yuan; the 3 - month lead quotation on LME is 1,976.5 US dollars/ton, down 22 US dollars. The spread between the 01 - 02 month contracts of Shanghai lead is - 15 yuan/ton, down 20 yuan. The trading volume of Shanghai lead is 79,017 lots, down 1,395 lots. The net position of the top 20 in Shanghai lead is - 238 lots, an increase of 1,158 lots. The warehouse receipts of Shanghai lead are 0 tons, unchanged. The inventory of the Shanghai Futures Exchange is 34,735 tons, down 3,064 tons; the LME lead inventory is 236,925 tons, down 2,900 tons [3]. Spot Market - The spot price of 1 lead on the Shanghai Non - ferrous Metals Network is 16,975 yuan/ton, down 125 yuan; the spot price of 1 lead in the Yangtze River Non - ferrous Metals Market is 17,150 yuan/ton, down 130 yuan. The basis of the lead main contract is - 140 yuan/ton, down 70 yuan; the LME lead premium (0 - 3) is - 49.76 US dollars/ton, an increase of 1.81 US dollars. The price of lead concentrate (50% - 60%) in Jiyuan is 16,771 yuan, an increase of 166 yuan; the price of domestic recycled lead (≥98.5%) is 16,930 yuan/ton, down 140 yuan [3]. Upstream Situation - The monthly supply - demand balance of lead by WBMS is 22,000 tons, an increase of 45,500 tons. The monthly capacity utilization rate of recycled lead is 43.14%, an increase of 7.58%. The number of recycled lead production enterprises is 68, unchanged. The monthly output of recycled lead is 224,200 tons, a decrease of 67,500 tons. The average weekly operating rate of primary lead is 68.49%, a decrease of 13.32%. The weekly output of primary lead is 38,600 tons, a decrease of 1,700 tons. The processing fee of lead concentrate (60%) at major ports is - 100 US dollars/kiloton, unchanged. The monthly supply - demand balance of lead by ILZSG is - 2,500 tons, an increase of 3,100 tons. The monthly global lead ore production by ILZSG is 383,300 tons, an increase of 3,400 tons. The monthly lead ore import volume is 98,300 tons, a decrease of 52,300 tons [3]. Industry Situation - The monthly refined lead import volume is 3,812.24 tons, an increase of 2,304.32 tons. The average weekly domestic processing fee of lead concentrate to the factory is 340 yuan/ton, unchanged. The monthly refined lead export volume is 2,098.42 tons, an increase of 612.28 tons. The average daily price of waste batteries is 9,851.79 yuan/ton, a decrease of 46.42 yuan [3]. Downstream Situation - The monthly export volume of batteries is 45,661,000, a decrease of 350,000. The average daily price of lead - antimony alloy (for batteries, containing 2% antimony) is 19,400 yuan/ton, down 125 yuan. The daily Shenwan industry index of batteries and other power sources is 1,934.16 points, down 13.49 points. The monthly automobile production is 3.279 million vehicles, an increase of 52,000. The monthly new energy vehicle production is 1.71 million vehicles, an increase of 130,000 [3]. Industry News - Trump may reduce tariffs on some over - priced goods and considers an immediate interest - rate cut as the "touchstone" for choosing the new Fed chairman. Trump starts the final round of interviews for the Fed chairman this week, with Hassett leading. Hassett believes the Fed has enough room for a significant interest - rate cut. The US job openings in October reached the highest level in five months, but recruitment remains sluggish. The Thailand - Cambodia conflict continues. Zelensky refuses to "cede territory" and will submit an updated peace proposal to the US on the 10th. Ukraine is consulting with the US and Europe on three key documents, and the US is pressuring Zelensky to make a quick decision. The Reserve Bank of Australia keeps the interest rate at 3.6% as expected, emphasizing the upward risk of inflation, and the market expects the interest - rate cut cycle may end [3].

Core Viewpoint - The surge in copper prices is driven by a significant supply-demand imbalance, with demand outpacing supply due to various industrial needs, particularly in the renewable energy and AI sectors [3][10][28]. Supply Side - Global copper ore quality is deteriorating, with the average copper extraction rate dropping from 1.2% in 2010 to an expected 0.8% by 2025, leading to higher extraction costs and slower mining progress [6]. - Major institutions predict that global copper supply will only grow by 1.5% annually from 2025 to 2030, which is insufficient to meet rising demand [6]. Demand Side - The demand for copper has doubled due to rapid advancements in the renewable energy and AI industries, with electric vehicles requiring 80 to 120 kilograms of copper, significantly more than traditional vehicles [8]. - The global demand for copper is projected to grow at approximately 3% this year, which is more than double the supply growth rate [10]. Price Trends - Copper prices reached a record high of $11,705 per ton on December 5, indicating a strong upward trend driven by the supply-demand imbalance [4][12]. - The long-term outlook for copper prices suggests a likely continued upward trend due to ongoing industrial needs and supply constraints [12][28]. Strategic Importance - Copper is a critical strategic material for various industries in China, including power, home appliances, and transportation, with a significant reliance on imports due to domestic resource scarcity [18][20]. - China's copper reserves are only 41 million tons, accounting for 4.1% of global reserves, leading to a high dependency on imports from politically sensitive regions [20][22]. Geopolitical Risks - China's reliance on foreign copper resources poses a risk of supply disruptions, especially given that over 80% of its copper ore imports come from geopolitically sensitive areas [22]. - The U.S. has classified copper as a national security resource, initiating investigations to limit China's access to high-grade copper ore and critical smelting equipment [22][24]. Mitigation Strategies - To address the copper supply challenges, China is focusing on diversifying overseas mining operations and enhancing copper recycling efforts [24][26]. - By 2030, China's recycled copper production is expected to exceed 9.5 million tons, which could significantly bolster national copper resource security [26].

科技日报记者 夏凡 通讯员 单宋佳 清晨的阳光洒在浙江宁波市象山县高塘岛乡的滩涂上，大唐长大涂渔光互补光伏电站的64万块光伏 板在阳光下闪着光芒，电流从这里源源不断汇入电网。与此同时，在距此不远的石浦东南海域，国电象 山1号海上风电场的97台巨型风机叶片迎着海风匀速转动，将风能转化为清洁电力。这幅"光风相济"的 图景，是象山新能源产业蓬勃发展的生动写照。 象山的新能源"突围"，始于对自然资源的深度挖掘。 数据显示，象山东部外海2000多平方公里海域年平均风速达7.5米/秒，滩涂与屋顶年日照时数超 2000小时，是发展风电、光伏的"黄金区域"。依托这一优势，当地锚定绿色转型方向，持续推动大型新 能源项目落地。大唐长大涂光伏项目每年可输送3.4亿千瓦时绿电，满足11万户居民一年用电需求；国 电象山1号海上风电场一期254.2兆瓦机组年发电量7亿千瓦时，二期504兆瓦项目年发电量达16亿千瓦 时。 位于象山经济开发区的锦浪科技股份有限公司，是光伏逆变器领域的领军企业。在该公司生产车 间，一台台光伏逆变器经过智能检测后下线，发往全球各地。该公司相关工作人员介绍，正是象山旺盛 的新能源需求，为他们提供了研发迭代的试验场 ...