他总结，未来，在技术和产品我们还有更多挖掘的空间，包括技术、形态上都会给用户带来新的体验， 包括我们这次cj和客户给大家带来的裸眼3D显示器，能给用户带来不一样的体验，我们希望通过技术的 升级和产品的升级来引导行业往健康的方向发展，我们希望行业往越来越好的方向发展。（新浪科技） 【直击CJ | #TCL高管称卷价格不如卷体验#】第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。 当被问及如何看待显示行业价格战这一情况时，TCL科技高级副总裁、TCL华星首席执行官赵军表示， 价格战现象长期存在，我们去谴责他，讨厌他也没什么用，这是阶段性的现象，针对这种情况，我们的 想法第一是与其单纯卷价格不如卷体验、卷性能，比如今年国内电竞显示器市场不是单一的价格战趋 势，比如国内第一季度达到258万台，这其中4k高端涨幅75%，远高于大盘增长，随着产品规格的跃 升，体验越来越好，我相信价格战不是趋势，我们希望更多通过技术和产品升级来避免单一价格战对我 们自身的影响。 ...

他总结，未来，在技术和产品我们还有更多挖掘的空间，包括技术、形态上都会给用户带来新的体验， 包括我们这次cj和客户给大家带来的裸眼3D显示器，能给用户带来不一样的体验，我们希望通过技术的 升级和产品的升级来引导行业往健康的方向发展，我们希望行业往越来越好的方向发展。（罗宁） 8月1日至4日，第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。当被问及如何看待显示行业价 格战这一情况时，TCL科技高级副总裁、TCL华星首席执行官赵军表示，价格战现象长期存在，我们去 谴责他，讨厌他也没什么用，这是阶段性的现象，针对这种情况，我们的想法第一是与其单纯卷价格不 如卷体验、卷性能，比如今年国内电竞显示器市场不是单一的价格战趋势，比如国内第一季度达到258 万台，这其中4k高端涨幅75%，远高于大盘增长，随着产品规格的跃升，体验越来越好，我相信价格战 不是趋势，我们希望更多通过技术和产品升级来避免单一价格战对我们自身的影响。 ...

Core Viewpoint - By 2025, China's superhard materials industry will establish a dual-track development pattern of HPHT and CVD technologies, accelerating the transition from traditional processing to high-end fields such as semiconductors and new energy, with the market expected to exceed 100 billion yuan by 2030, driven by technological upgrades and high-end application expansion [1] Group 1: Industry Evolution - Since the first synthetic diamond was produced in China in 1963, the superhard materials industry has entered a phase of industrialization, achieving significant milestones such as the first cBN synthesis in 1966, breaking foreign technology monopolies [2] - The industry chain has continuously improved, with accelerated domestic equipment production and the emergence of large industrial clusters in regions like Henan, leading to integrated production capabilities in HPHT machines and products [2][4] - By 2025, domestic diamond production capacity is expected to account for nearly half of the global total, with an industry output value exceeding 17 billion yuan [2] Group 2: Technological Advancements - The transition from "HPHT dominant" to "HPHT + CVD collaborative development" has been achieved, with HPHT enabling large-scale production of industrial and jewelry-grade diamonds, while CVD is used for cultivating large, high-purity, and functional single crystal diamonds [4] - Recent advancements in CVD technology, particularly in regions like Ningbo and Shanghai, have led to breakthroughs in high conductivity, high purity, and environmental performance, promoting the construction of large-scale CVD diamond production lines [4] Group 3: Market Dynamics - The superhard materials market in China is projected to grow at a compound annual growth rate (CAGR) of approximately 5.8%-5.9% from 2023 to 2030, with China holding over 20% of the global market share [10] - By 2025, the global superhard materials market is expected to reach approximately 75 billion yuan, with China's market projected to grow to 17.2 billion yuan, representing about 22.8% of the global market [12]

Core Insights - The Hunan Petrochemical's annual production capacity of 600,000 tons of caprolactam project has successfully relocated and upgraded, producing 931,900 tons and selling 669,000 tons since its single-line production began in December 2023 [1][2] - The project has achieved significant operational improvements, including extending the single furnace nozzle operation time from 86 days to 150 days, increasing annual effective production time by 10%, and enhancing capacity by 30% while reducing comprehensive energy consumption by over 20% [1][2] - The project addresses environmental and safety concerns by relocating the facility away from densely populated areas, thus contributing to the protection of local water resources and community safety [2][3] Production and Technology Upgrades - The project has implemented four key innovative technologies in the caprolactam facility, achieving stable operation of the distillation process for over 600 days, surpassing the domestic industry record of over 180 days [1][3] - The introduction of a fluidized bed production technology for hydrogen peroxide has effectively resolved safety issues in its production, while the dual production line for esterification of cyclohexanone has set new daily production records [1][4] - The project has successfully applied three new technologies with independent intellectual property rights from Sinopec, enhancing production efficiency and reducing costs [3][4] Environmental and Operational Efficiency - The relocation project has led to a doubling of production capacity while significantly reducing land, labor, water usage, and emissions [2][3] - The project has been designed with a focus on safety and environmental sustainability, achieving a "green" production model that minimizes pollution and resource consumption [4] - The overall competitiveness of the company has improved due to the application of advanced technologies and optimized resource management, supporting the development of the surrounding industrial park [3][4]

Group 1 - The PCB (Printed Circuit Board) industry stocks have seen significant gains, with notable increases in companies such as Pengding Holdings, Shenghong Technology, and Shennan Circuit [1][4] - The electronic ETF (515260) has also performed well, with a mid-day price increase of over 1.1% [1] - Since April 8, the PCB sector has shown strong performance, with Shenghong Technology rising over 146%, Dongshan Precision over 99%, and Shengyi Technology over 64% [2][4] Group 2 - Over 13.7 billion yuan of main funds have flowed into the electronic sector, with the components sector receiving a net inflow of 10.016 billion yuan, the highest among all secondary industries [3] - Shenghong Technology has attracted a net inflow of 2.111 billion yuan, ranking third in A-share capital absorption [3] Group 3 - The recent surge in the PCB industry is driven by several key factors, including the demand for high-end PCBs due to major companies like Meta, Google, and Amazon investing in self-developed AI chips [5] - The number of layers in AI server PCBs has increased from 20 to over 40, resulting in a value increase of 3-5 times [5] Group 4 - Breakthroughs in high-frequency materials and processes have occurred, such as the introduction of low-dielectric-loss materials by Shengyi Technology, which competes with Japanese companies [6] - Shenghong Technology has achieved mass production of 70-layer high-precision boards, with AI business revenue accounting for 60% [6] Group 5 - The automotive electronics and consumer electronics sectors are recovering, with the value of PCBs in electric vehicles increasing significantly due to the rise of smart driving technologies [7] - The demand for flexible boards and substrate-like PCBs is being driven by the iteration of AI in consumer electronics, with Pengding Holdings becoming the exclusive supplier for Apple's AI phone SL boards [8] Group 6 - The PCB industry's current growth is fundamentally driven by "AI computing infrastructure + technological upgrades + domestic substitution" [8] - The demand for AI servers and automotive electronics is expected to continue supporting high growth in performance [8] Group 7 - The electronic sector is anticipated to experience a series of catalysts, supported by strong performance in financial reports [8] - The North American computing power surge is becoming a major emotional driver for the industry [9]

Group 1 - The "Million Talents Gathering in Guangdong" initiative aims to attract 1 million college graduates and various talents to Guangdong for employment and entrepreneurship, with a focus on matching talent supply and demand in real-time [1][9][12] - As of mid-July, Guangdong has successfully recruited over 1 million graduates, achieving its annual target ahead of schedule [2][9] - The Greater Bay Area's job market shows a significant demand for talent, with Shenzhen providing over 35.2% of job openings in the region [2][4] Group 2 - Major companies in Guangdong, such as Tencent and Xinwangda, are significantly increasing their recruitment efforts, with Tencent planning to add 28,000 internship positions over three years [4][5] - The demand for technical talent in emerging fields like AI and robotics is rising, with companies offering competitive salaries and incentives to attract skilled professionals [6][9] - The "Million Talents Gathering in Guangdong" initiative has facilitated efficient recruitment processes, allowing companies to receive hundreds of resumes during recruitment events [9][12] Group 3 - Guangdong's government has introduced supportive policies for graduates, including employment subsidies and housing assistance, to encourage talent retention and attraction [12][13] - Shenzhen has implemented measures to streamline the process for graduates to settle in the city, including online applications for residency and extended free accommodation for job seekers [12][13] - The initiative has led to a new paradigm of talent supply and demand matching, showcasing Guangdong's economic strength and commitment to fostering a skilled workforce [9][12]

Core Viewpoint - The Chinese ethylene-propylene rubber (EPM) industry is experiencing significant growth driven by technological advancements and increasing demand, particularly in the automotive sector, with production and consumption showing substantial year-on-year increases in early 2025 [1][11]. Industry Overview - Ethylene-propylene rubber (EPM) is a synthetic rubber produced from the polymerization of ethylene and propylene monomers, characterized by its excellent aging resistance, ozone resistance, heat resistance, and chemical corrosion resistance [2][4]. Industry Development History - The development of the Chinese EPM industry has gone through four stages: 1. Initial stage (1960-1977) with early research and small-scale production [4]. 2. Rapid development stage (1978-2014) marked by the introduction of foreign technology and significant production capacity increases [4][5]. 3. Industrial upgrade stage (2015-2020) where domestic companies improved production efficiency and reduced import dependency [5][6]. 4. High-end transformation stage (2020-present) focusing on technological breakthroughs and product quality enhancement [6]. Industry Chain - The upstream of the EPM industry chain includes raw materials (ethylene, propylene, catalysts, solvents) and production equipment [9]. The midstream involves the manufacturing of EPM, while the downstream applications span automotive parts, rubber products, polymer modification, and electrical cables [9]. Current Industry Status - In the first five months of 2025, China's EPM production reached 128,800 tons, a year-on-year increase of 9.09%, while consumption was 201,800 tons, up 19.82% [1][11]. The automotive sector, particularly with the rise of electric vehicles, is a key driver of demand [1][11]. Key Enterprises - The EPM industry is highly concentrated, with major players including: - Arlanxeo (Changzhou) with a capacity of 160,000 tons/year, leading in high-performance EPDM [19][20]. - Jilin Petrochemical with a capacity of 85,000 tons/year, focusing on domestic technology and cost optimization [19][20]. - Shanghai Sinopec Mitsui with a capacity of 75,000 tons/year, leveraging Sino-Japanese technology [19][20]. - SK Global Chemical and Yan'an Energy Chemical with capacities of 50,000 tons/year and 25,000 tons/year, respectively [19][20]. Industry Development Trends 1. **Technological-Driven High-End Transformation**: The industry is shifting from scale expansion to technological breakthroughs, with innovations in catalyst systems and production processes [26]. 2. **Structural Upgrade in Market Demand**: There is a significant transition in demand from traditional to emerging applications, particularly in the automotive and electrical sectors [27]. 3. **Green and Sustainable Development**: The industry faces challenges related to rising costs and stricter environmental regulations, prompting investments in technology upgrades and recycling initiatives [28].

本报记者 李亚男 江苏中晟高科环境股份有限公司（以下简称"中晟高科"）筹划控制权变更事项有了新进展。 7月22日晚间，中晟高科发布公告称，控股股东苏州市吴中金融控股集团有限公司（以下简称"吴中金 控"）一致行动人苏州吴中区天凯汇达股权投资合伙企业（有限合伙）（以下简称"天凯汇达"）与福州 千景投资有限公司（以下简称"福州千景"）签署了《股份转让协议》，福州千景拟以协议转让方式收购 天凯汇达持有公司22.35%股份，本次交易价款为5.59亿元。 从二级市场来看，7月23日，中晟高科复牌涨停，报收21.05元/股。 地方国资拟退场 不过，剥离润滑油业务后，公司收入规模出现了大幅下降。今年一季度，公司实现营业收入2971.8万 元，同比下降72.93%。 福建千景为翁声锦与何从夫妇主要从事投资业务的平台公司，二人通过直接持有中景石化国际集团有限 公司100%股权，从而间接控制福建千景100%股权。在筹划受让上市公司控制权前，翁声锦与何从夫妇 并未在资本市场进行布局。 公开资料显示，翁声锦与何从夫妇旗下企业业务主要涉及丙烷-丙烯-聚丙烯-聚丙烯薄膜产业链。近年 来，其控制的福建中景石化有限公司（以下简称"中景石化"） ...

Core Insights - The "2025 Suzhou Private Enterprises R&D Investment Top 100" list was officially released, marking the first time Suzhou has published a ranking based on annual R&D expenses as a core indicator [1][4] - The total R&D investment of the top 100 companies reached 63.082 billion yuan, with a minimum threshold of 72.81 million yuan for inclusion [4] - The list highlights the strong manufacturing base in Suzhou, with 92 out of 100 companies being in the manufacturing sector, indicating a focus on innovation and technological advancement [4][5] R&D Investment Details - The top four companies by R&D expenditure in 2024 are: 1. Jiangsu Shagang Group Co., Ltd. - 7.758 billion yuan 2. Shenghong Holding Group Co., Ltd. - 6.772 billion yuan 3. Hengtong Group Co., Ltd. - 5.927 billion yuan 4. GCL Group - 5 billion yuan [4] - The distribution of R&D expenses among the listed companies shows that 4 companies spent over 5 billion yuan, 11 companies spent between 1 billion and 5 billion yuan, and 59 companies spent between 10 million and 1 billion yuan [4] Innovation and Development Context - Suzhou's industrial output value for 2024 is projected to reach 4.69 trillion yuan, aiming for a target of 5 trillion yuan [4] - The local government has implemented policies to enhance technological innovation capabilities, including the establishment of innovation platforms and support for R&D investment [5][6] - The city has cultivated 235 innovation consortia, with an 80.6% rate of R&D institution establishment among industrial enterprises [6]

Core Viewpoint - The company plans to reduce costs for its Nao series robots through technology upgrades and supply chain optimization while leveraging mutual strengths to expand applications in more scenarios [1] Group 1 - The company will focus on technology upgrades to lower costs [1] - Supply chain optimization will be a key strategy for cost reduction [1] - The company aims to expand the application of its robots in various scenarios by leveraging strengths [1]