格隆汇1月21日丨博苑股份(301617.SZ)在投资者互动平台表示，公司目前电子级碘化钾已经实现规模化 销售，公司持续关注高纯碘化物在新能源、新材料领域的应用，根据产业发展趋势积极进行新产品研发 和产能布局。 ...

数据来源：国家发展改革委 制图：蔡华伟 1月20日，国务院新闻办举行新闻发布会，邀请国家发展改革委有关负责同志围绕"落实中央经济工作会 议精神，推动'十五五'实现良好开局"介绍有关情况。 惠民生和促消费紧密结合。有关方面正研究制定稳岗扩容提质行动和城乡居民增收计划，增强居民消费 能力、优化消费供给。今年，消费品以旧换新政策还将继续实施，首批600多亿元资金计划已经下达。 提振消费专项行动还将深入实施，打造一批带动面广、显示度高的消费新场景。 "投资于物"和"投资于人"紧密结合。将用好各类政府投资资金，优化政府投资结构，提高民生类项目政 府投资比重，促进需求提升。继续发行使用新型政策性金融工具，带动更多民间投资和社会资本。 加快打造形成全球科技创新高地和新兴产业重要策源地 1月19日，2025年中国经济成绩单发布。"成绩来之不易，彰显我国经济基础稳、优势多、韧性强、潜能 大的特征。"国家发展改革委国民经济综合司司长周陈认为，展望2026年，经济结构将持续向优、发展 动能持续向新、整体发展态势持续向好。 新技术新产品新场景蔚然成势。新能源、新材料、航空航天、量子科技、生物制造、具身智能等新的经 济增长点蓄势待发， ...

| 2026未来产业新材料博览会（FINE 2026） | | --- | | 第十届国际碳材料产业博览会（Carbontech 202 | | 30+ | 800+ 1 200+ | | 50.000m | | --- | --- | --- | --- | | 科研院所 | 企业参展 2026.06.10 ->06.12 | 主题论坛 | 展览面积 上海新国际博览中心 ( N1-N5 ) 馆 | 【DT新材料】 获悉，1月19日， 吉林碳谷 发布全年业绩预告，公司预计2025年1-12月业绩大幅上升，归属于上市公司股东的净利润为1.80亿至 2.20亿，净利润同比增长92.81%至135.66%。 关于业绩增长，公告表示公司有效地应对了前期碳纤维行业阶段性调整的影响，随着碳纤维市场逐步回暖，公司通过持续创新与技术攻关，提升了产品 品质，使其稳定性和性能进一步增强，有效满足了客户需求。 公司碳纤维原丝赢得市场广泛认可，销量实现持续增长 。 吉林碳谷碳纤维股份有限公司 ，成立于2008年12月24日，坐落于吉林省吉林市吉林经济技术开发区，公司专注于聚丙烯腈基（PAN）碳纤维原丝的研发、生产 与销售，产品广泛覆 ...

德业股份表示，投资基金尚未完成工商注册登记，尚需完成中国证券投资基金业协会备案程序，实施过 程尚存在不确定性。本基金在运营过程中将受宏观经济、行业周期、市场变化、 投资标的等多种因素 影响， 可能存在投资项目不能实现预期收益的风险。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 该基金主要用于投资机器人产业链、人工智能、半导体、新材料、新能源等智能科技产业领域的项目。 本次交易不构成关联交易和重大资产重组，无需经过董事会审议和股东大会审议。 观点网讯：1月20日，宁波德业科技股份有限公司（以下简称"德业股份"）发布公告，宣布与私募基金 合作投资事宜。 公告披露，德业股份与宁波曦晨私募基金管理有限公司签署合伙协议，共同出资设立宁波德泰业兴创业 投资合伙企业。投资基金认缴出资总额为11,000万元，公司作为有限合伙人以自有资金认缴出资8600万 元，出资占比78.18%。 ...

Group 1 - The core viewpoint is that China's economy is expected to reach a total volume of 140 trillion yuan by 2025, maintaining a growth rate of 5%, which positions it among the leading global economies [1] - In 2026, there is a focus on fully unleashing development potential to create new economic momentum and growth, setting a strong foundation for the "14th Five-Year Plan" [1] Group 2 - New economic growth points are emerging, particularly in sectors such as new energy, new materials, aerospace, quantum technology, biomanufacturing, and intelligent wearable technology [2] - The installed capacity of new-type energy storage has surpassed 100 million kilowatts, accounting for over 40% of the global total [2] - Artificial intelligence is projected to drive explosive growth in high-end manufacturing, emerging consumption, and new business models [2] - The added value of high-tech manufacturing is expected to exceed 17% of the industrial output above designated size [2] Group 3 - China possesses a complete industrial system and a vast market of over 1.4 billion people, along with the world's largest and most diverse talent resources [4] - There is a full-chain advantage in pushing innovation results from "shelf" to "market" [4] - By 2025, the added value of the digital economy is anticipated to reach 49 trillion yuan, accounting for approximately 35% of GDP [4] - The integration of digital consumption, digital trade, and micro-short dramas is expected to foster concentrated development in innovation, industry, and talent [4]

Group 1 - The core viewpoint is that by 2025, China's economy is expected to reach a total of 140 trillion yuan, maintaining a growth rate of 5%, which positions it among the leading major economies globally [1] - New economic growth points are emerging in sectors such as new energy, new materials, aerospace, quantum technology, biomanufacturing, and embodied intelligence [3] - The scale of new-type energy storage installations has surpassed 100 million kilowatts, accounting for over 40% of the global total [3] Group 2 - The high-tech manufacturing industry's added value is expected to exceed 17% of the total industrial output above designated size [3] - By 2025, the digital economy's added value is projected to reach 49 trillion yuan, making up approximately 35% of GDP [7] - China has a complete industrial system and a vast market of over 1.4 billion people, along with the world's largest and most diverse talent resources, facilitating the transformation of innovation from "shelf" to "market" [7] Group 3 - China currently has 24 global top 100 innovation clusters, maintaining the highest number in the world for three consecutive years [8] - The "Shenzhen-Hong Kong-Guangzhou" cluster has risen to become a global leader in innovation [8]

Core Viewpoint - The company, 德业股份, has signed a partnership agreement with 宁波曦晨 Private Equity Fund Management Co., Ltd. to establish a new investment fund focused on the intelligent technology industry [1] Group 1: Investment Details - The company will contribute 86 million yuan as a limited partner, representing 78.18% of the total investment in the fund [1] - The fund will primarily invest in projects related to the robotics industry chain, artificial intelligence, semiconductors, new materials, and new energy [1] Group 2: Transaction Characteristics - This transaction does not constitute a related party transaction or a major asset restructuring [1] - There is no requirement for board or shareholder meeting approval for this transaction [1]

Group 1 - The core point of the article is that the company, 德业股份, has signed a partnership agreement with 宁波曦晨私募基金管理有限公司 to establish a new investment fund aimed at expanding its strategic vision and industry layout [1] - The newly established fund, named 宁波德泰业兴创业投资合伙企业 (tentative name), will focus on investing in sectors such as robotics, artificial intelligence, semiconductors, new materials, and new energy [1] - The total committed capital for the investment fund is 110 million yuan, with the company contributing 86 million yuan, representing a 78.18% stake in the fund [1]

Core Viewpoint - The company, 德业股份, has signed a partnership agreement with 宁波曦晨私募基金管理有限公司 to establish a venture capital fund aimed at investing in various high-tech sectors, including robotics, artificial intelligence, semiconductors, new materials, and new energy [1] Group 1 - The total committed capital for the investment fund is 110 million yuan [1] - The company will contribute 86 million yuan, representing 78.18% of the total investment [1] - The fund is intended to leverage the expertise and resources of professional institutions to expand the company's industrial layout and strategic vision [1]

Group 1 - The core point of the article is that the company has signed a partnership agreement with Ningbo Xichen Private Fund Management Co., Ltd. to establish a joint investment fund aimed at promoting sustainable development [1] - The total committed capital for the investment fund is 110 million yuan, with the company contributing 86 million yuan, representing 78.18% of the total investment [1] - The fund will primarily focus on investing in projects within the robotics industry chain, artificial intelligence, semiconductors, new materials, and new energy sectors [1]