Core Viewpoint - Biomanufacturing is recognized as a crucial driver of the fourth industrial revolution, with significant potential for economic growth and innovation in the manufacturing sector [1][3]. Group 1: Industry Development and Achievements - Since the start of the 14th Five-Year Plan, China's biomanufacturing industry has grown to a total scale of 1.1 trillion yuan, with bioproducts accounting for over 70% of global production [2]. - The production value of food and pharmaceutical biomanufacturing segments has each exceeded 400 billion yuan, showcasing a strong competitive advantage in traditional bioproducts like vitamins and antibiotics [2]. - China has established numerous national key laboratories and innovation platforms, contributing to over 20% of global research papers and patent applications in the biomanufacturing field [2]. Group 2: Future Economic Potential - Predictions indicate that by 2050, the biomanufacturing sector could generate an economic value of 30 trillion dollars, representing one-third of global manufacturing [3]. - The Chongqing government plans to implement various measures to accelerate the development of the biomanufacturing industry, including innovation actions and the establishment of verification platforms [3]. Group 3: Technological Challenges and Needs - Despite the current industry scale, there is a significant gap in technological supply, with a need for thousands of mature technologies to support a trillion-yuan industry [4]. - Experts emphasize the necessity of enhancing national strategic technological capabilities to provide a robust foundation for the biomanufacturing sector [4][5]. Group 4: Innovation and AI Integration - The integration of artificial intelligence with biomanufacturing is emerging as a trend, potentially enhancing research efficiency and process optimization [5][6]. - There is a pressing need to upgrade the research paradigm in biomanufacturing to leverage big data and AI, addressing challenges in data quality and model construction [6][7]. Group 5: Strategic Recommendations - The industry is encouraged to focus on original innovation and tackle engineering bottlenecks, fostering collaboration between academia and industry to drive technological advancements [7]. - The Ministry of Industry and Information Technology plans to release a development plan for biomanufacturing, outlining key products and AI applications to support the sector's growth [7].

南京波长光电科技股份有限公司 投资者关系活动记录表 编号：2025-008 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动 | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | 其他 （投资者交流会） ☑ | | | 中泰证券、易方达基金、国联基金、诺安基金、建信基金、 友邦人寿、平安基金、景林资产、玖鹏资产、财通资管、国 | | 活动参与单位名 | | | 称 | 泰基金、乾瞻资产、东方阿尔法基金、冲积资产、钦沐资产、 | | | 金鹰基金、鹏扬基金、长信基金、淳厚基金、新华基金、富 | | | 达基金、交银施罗德基金 | | 时间 | 年 月 日、24 日 2025 12 23 | | 地点 | 公司会议室、线上会议 | | 上市公司接待人 | 董事会秘书 胡玉清 | | 员姓名 | 证券事务代表 汪奎 | | | 1.介绍一下公司半导体及泛半导体业务的情况？ 2025年前三季度，公司半导体及泛半导体业务实现收入 | | 投资者关系活动 | 5,540万元，同比增长85%。其中，半导体光刻与封测业务收 | | ...

2025年底，江淮大地制造一线一片火热。在合肥，蔚来汽车的全自动生产线正以精准节奏完成车身 组装；在芜湖，埃夫特智能装备的机械臂灵活翻转，为国产机器人注入自主"关节"；在蚌埠，MEMS晶 圆在无尘车间悄然成型……这一幕幕生动场景，共同勾勒出我省工业经济在"十四五"收官之际的昂扬姿 态。 今年前11个月，全省规模以上工业增加值同比增长9.3%，居全国第3位、长三角和中部第1位。全 省汽车产量333.5万辆、增长4%，新能源汽车产量163.5万辆、增长10.5%，数量均居全国第1位。 产业脊梁"硬核"支撑 2025年，我省汽车产业"汽"势如虹。在龙头企业的强劲牵引下，一个涵盖奇瑞、蔚来、大众安徽、 比亚迪等7家整车企业及3000余家规上零部件企业的"整车—零部件—后市场"三位一体全产业链成为工 业增长的核心"引擎"之一。前11个月，我省汽车行业增加值增长19.1%，对规上工业增长贡献率达到了 20.7%。汽车产量、新能源汽车产量双双位居全国第一。年出口量历史性地突破100万辆大关。 与汽车产业交相辉映的，是我省电子信息产业的"屏"频出彩。位于合肥新站高新区的视涯科技，其 硅基OLED微显示产品在AR/VR领域全球 ...

Group 1 - The core viewpoint of the articles highlights the successful integration of smart manufacturing and green transformation in Jiangsu's construction industry, particularly through the achievements of China Communications Construction Company (CCCC) Port Development (Jiangsu) [1][2] - CCCC Port Development has been recognized as a provincial-level green factory for 2025, marking a significant step in low-carbon manufacturing and sustainable development in the prefabricated construction sector [1][2] - The Jiangsu Economic Development Zone has fostered a strong emphasis on green manufacturing, resulting in the establishment of 64 green factories at the municipal level or above, including 11 national-level and 19 provincial-level green factories [2] Group 2 - CCCC Port Development employs advanced technology in its production processes, including a digital production operation platform that integrates IoT, big data, and AI for comprehensive digital management from procurement to delivery [2][3] - The company has installed 703 solar panels on its rooftop, generating approximately 2 million kilowatt-hours annually, which covers half of its production electricity needs [3] - By switching to natural gas for steam curing, the company has reduced energy consumption by about 30% compared to traditional coal methods, resulting in a decrease of 192 tons in carbon emissions each year [3]

Core Viewpoint - Jiangsu province has made significant progress in implementing its "dual carbon" strategy, focusing on high-quality development through innovative reforms and precise policies to achieve green transformation in its industrial sector [1][3]. Energy Consumption Reduction - Since the beginning of the 14th Five-Year Plan, Jiangsu has achieved a cumulative reduction of 13.0% in energy consumption intensity per unit of GDP and 13.2% in energy consumption per unit of industrial added value [3][4]. - In the first three quarters of 2025, these two indicators further decreased by 5.6% and 6.1% year-on-year, respectively, laying a solid foundation for meeting the energy reduction targets of the 14th Five-Year Plan [1][3]. Green Manufacturing Initiatives - Jiangsu has introduced a "standard-led, unlimited quota" application mechanism for green factories, resulting in the addition of 901 new provincial-level green factories in 2025, bringing the total to 2,550 [1][6]. - The province has also cultivated 30 zero-carbon (near-zero carbon) factories, leading the nation in this initiative [1][7]. Resource Recycling and Utilization - The province has advanced the comprehensive utilization of industrial solid waste and promoted a waste-free production model, with 126 enterprises now recognized for their comprehensive utilization of renewable resources [8][9]. - Jiangsu has established 1,123 collection points for used batteries, with 7 companies recognized for their compliance with national standards, collectively recovering 13,300 tons of used batteries this year [8]. Regulatory and Supervisory Measures - Jiangsu's industrial sector has implemented strict energy consumption management, with targeted actions for regions that fail to meet energy reduction goals [4][10]. - The province has conducted special energy audits for 218 key enterprises and 93 major projects, ensuring compliance and enhancing energy efficiency [4][10]. Future Directions - Jiangsu aims to continue promoting high-quality development with a focus on carbon peak and carbon neutrality, enhancing green production methods and achieving its carbon reduction targets [10].

（来源：新华日报） 在绿色制造领域，江苏率先推出"标准引领、不限名额"申报机制，2025年新增省级绿色工厂901家，累 计达2550家，更在全国省级层面率先培育建设零碳（近零碳）工厂30家。资源循环利用纵深推进，再生 资源综合利用规范企业增至126家，废旧动力电池回收利用率超全国平均水平，电动自行车废电池回收 网点实现县（市、区）全覆盖。 从能耗双控到绿色制造升级，从固废利用到生态保护履职，江苏正以系统性举措推动工业绿色转型提质 增效，为工业大省践行"双碳"战略提供坚实范例。 数据有亮点 守牢节能降碳"主战场" 时针拨回到半年前。6月23日，由江苏省工信厅、盐城市政府主办的江苏省暨盐城市节能宣传周启动仪 式在盐城市亭湖区举行。活动紧扣"节能增效焕'新'引领"主题，旨在进一步增强绿色低碳发展的责任意 识，凝聚全社会节能增效的行动共识。 事实上，这样的节能宣传活动贯穿全年，节能理念已深入我省工业生产的方方面面。 枫叶绽红的季节，作为经济大省、工业大省的江苏，交出一份"绿色成绩单"。 "十四五"以来，江苏始终将"双碳"战略落地作为高质量发展的关键抓手，以改革创新破解转型难题，以 精准施策筑牢绿色根基。 数据见证攻坚 ...

（来源：光明日报） 转自：光明日报 12月12日，辽宁沈阳，通用技术集团正式将4台高端五轴联动数控机床交付东方电气集团。这4台设 备实现了整机及核心部件自主可控，将直接应用于雅鲁藏布江下游水电工程等国家重点工程。 辽宁，这个曾以"共和国长子"著称的老工业基地，正以"数智"为笔，以创新为墨，在新时代的坐标 上，奋力书写从"制造重地"迈向"智造高地"的新篇章。 传统产业数字化转型 近日，记者走进沈鼓集团转子车间，只闻机器响，不见人奔忙。一辆辆吊车灵活移动，轻松搬运着 以吨为重量单位的铸件；工人们专注操作数控机床，加工着精密零件。墙上的电子屏幕实时滚动显示数 据，清晰记录每条生产线的进度和关键件完成率——这是沈鼓集团完成数字化改造后的车间日常。 过去老师傅凭"听音辨位"判断设备状态，如今依靠数据系统，可提前数小时预警潜在故障。通过部 署车间制造执行系统及设备联网与数据采集系统，沈鼓集团实现了对"人、机、料、法、环"的全流程线 上管控。 辽宁的产业转型，不仅着眼于打破当前发展瓶颈，更致力于培育面向未来的核心竞争力。这一进程 以绿色化夯实可持续发展基础，以融合化开辟价值创造新空间，以前瞻性布局抢占发展先机，勾勒出老 工 ...

镓资源博弈的背后，是技术、产业与战略的较量。推动镓回收利用，不仅是保障供应链安全，更是迈向绿色、韧性未来的重要一步。 然而，镓回收仍面临技术、成本和管理挑战：废料来源分散、成分复杂，高效分离技术待突破；回收体系和经济激励不足；相关政策与标准也需完善。 构建安全的镓供应链需多措并举：一方面改进原生镓生产，另一方面大力发展回收技术，同时通过政策激励建立回收体系。在全球竞争与合作中，提升资源 循环效率，才能保障半导体产业稳定可持续发展。 镓是半导体产业的关键材料，广泛应用于5G通信、新能源汽车和国防等领域。它主要从铝、锌冶炼副产品中提取，年产量少，供应链高度集中，中国占全 球产量90%以上。这种依赖性使镓成为地缘政治和供应链安全的焦点。 为降低风险，美欧日等国寻求供应链多元化，但新建产能投资大、周期长。因此，回收镓成为破局的关键——从废弃芯片、LED等电子产品中提取镓，既能 减轻对原矿的依赖，又能降低能耗和污染，符合绿色制造趋势。 镓金属回收 ...

绿色制造潜力股出炉 龙虎榜机构席位抢筹3只绿色制造潜力股。 绿色制造板块迎重磅利好 近日召开的国常会审议通过《制造业绿色低碳发展行动方案（2025—2027年）》。 会议指出，推进制造业绿色低碳发展是大势所趋，要加快绿色科技创新和先进绿色技术推广应用，强化 新型工业化绿色底色。要推进传统产业深度绿色转型，结合大规模设备更新等政策实施，积极应用先进 装备和工艺，加快重点行业绿色改造升级。要引领新兴产业高起点绿色发展，加大清洁能源、绿色产品 推广，提升资源循环利用水平。要加强共性技术攻关，完善重点领域标准，优化相关政策，健全绿色制 造和服务体系，更好支持和帮助企业转型升级。 业内人士表示，绿色是制造业高质量发展的底色，加快绿色化转型是提升制造业竞争力的必然途径。政 策驱动下，绿色制造板块有望获相关资金支持，进而推动技术升级与产业扩张，提升企业盈利与竞争 力，为投资者带来潜在投资机会。 数据显示，我国国家级绿色工厂2024年达到6430家，实现产值占制造业总产值比重约20%，较上年增加 2个百分点。 工信部等七部门联合印发的《关于加快推动制造业绿色化发展的指导意见》提出，到2030年，各级绿色 工厂产值占制造业总产 ...

Core Viewpoint - The CNC lathe industry in China is experiencing rapid growth driven by the demand for high-precision and reliable equipment in emerging sectors such as new energy vehicles and aerospace, with the market size projected to increase from 45.64 billion yuan in 2020 to 60.55 billion yuan in 2024, representing a compound annual growth rate of 7.32% [1][15]. Industry Overview - CNC lathes are a major type of CNC machine tools, significantly enhancing labor productivity, ensuring processing quality, shortening production cycles, and reducing technical requirements for workers since their introduction in the 1950s [1][15]. - The market for CNC lathes in China is expected to reach 63.17 billion yuan by 2025, driven by the increasing demand for high precision, composite, and intelligent solutions in downstream industries [1][15]. Market Size and Growth - The CNC lathe market size in China grew from 45.64 billion yuan in 2020 to 60.55 billion yuan in 2024, with a projected market size of 63.17 billion yuan by 2025 [1][15]. - The CNC system market reached a peak of 15.93 billion yuan in 2021, with a recovery expected in 2024, reaching 15.7 billion yuan [13]. Import and Export Trends - China's CNC lathe trade is characterized by a dominant export position, with exports showing a gradual increase from 2017 to 2023, although a decline was noted in 2024 due to international market fluctuations [15]. - In 2024, China imported 5,762 CNC lathes, a decrease of 28.49% from 2017, with an import value of 502 million USD, down 25.81% from 2017 [15]. Industry Policies - The Chinese government has implemented various policies to promote the development of the CNC machine tool industry, including the "Implementation Plan for Promoting Equipment Renewal in the Industrial Sector" [10][11]. - The focus of these policies includes upgrading manufacturing equipment and promoting high-quality development in key industries such as high-end CNC machine tools and robotics [10][11]. Industry Chain - The CNC lathe industry chain includes upstream raw materials, functional components, and systems, with downstream applications in sectors like automotive manufacturing, aerospace, and consumer electronics [11][12]. Competitive Landscape - The CNC lathe industry features a competitive landscape where international brands dominate the high-end market, while domestic companies like Shenyang Machine Tool and Genesis are rapidly expanding their market share in mid-to-high-end segments [16][17]. - Domestic companies are transitioning from scale expansion to quality improvement and technological breakthroughs, while international firms are optimizing their market positions through localized production and services [16]. Key Companies - Genesis Intelligent Equipment Group focuses on high-end intelligent equipment and solutions, reporting a revenue of 2.349 billion yuan in the first half of 2025, a year-on-year increase of 17.8% [17]. - Qin Chuan Machine Tool Group is adjusting its product structure to align with market trends, achieving a revenue of 1.033 billion yuan in the first half of 2025, a year-on-year increase of 1.97% [18]. Development Trends - The CNC lathe industry is evolving towards high precision and composite processing, integrating multiple machining processes to enhance efficiency and consistency [19]. - There is a significant push towards the integration of smart technologies and digitalization, enabling real-time data collection and adaptive processing [20][21]. - The industry is also moving towards green manufacturing practices, focusing on energy efficiency and sustainable production methods [22].