Core Viewpoint - The company has received a new invention patent from the National Intellectual Property Administration, which is expected to enhance its intellectual property protection and core competitiveness, although it will not have a significant impact on recent production and operations [1] Group 1 - The company announced the receipt of an invention patent certificate for a "handle lock and its reset structure" [1] - The patent number is ZL202310724707.6, with an application date of June 16, 2023, and an authorization announcement date of November 7, 2025 [1] - The patent is a result of the company's independent research and development efforts and is related to its products [1]

文 |《瞭望》新闻周刊记者 董建国 黄景鸿 锂电池作为电动汽车、储能等领域的核心技术，在产业发展中发挥着关键支撑作用。在全球清洁能源转型大背景 下，中国锂电池产业脱颖而出，产量占全世界70%以上，是我国出口"新三样"的重要代表。 近年来，锂电池行业价格战愈演愈烈，电池价格持续下降，已经逼近甚至跌破不少二三线电池厂的成本价，滋生 了技术侵权、抄袭等现象，导致"劣币驱逐良币"。数据显示，"内卷"致锂电池行业产能利用率持续降低，2024年 国内动力电池产能利用率不到50%。 "反内卷"关乎储能行业利益，也关系到中国新能源产业的国际竞争力。多家企业反映，价格战已蔓延至海外市 场，一批企业盈利能力明显下滑，进而影响企业研发投入。 业内人士建议，坚持长期主义，发挥政府、行业、企业合力，通过建立产能精准管理与退出机制、加强知识产权 保护和拓展电动化应用场景等措施，有效提升企业盈利能力。 坚持长期主义，发挥政府、行业、企业合力，通过建立产能精准管理与退出机制、加强知识产权保护和拓展电动 化应用场景等措施，有效提升企业盈利能力 根据估算，2024年国内动力电池建成产能超过2000GWh，但总产量不及900GWh，产能利用率不到 ...

Core Viewpoint - The company has received a patent for an invention related to railway track inspection technology, which enhances its core technological capabilities and intellectual property protection [1] Group 1 - The company announced the receipt of a patent certificate from the National Intellectual Property Administration of the People's Republic of China for a method and device for detecting track surface flaking on switch rail components [1] - The patent number is ZL 2023 1 0570814.8, indicating the formal recognition of the company's innovation in this area [1] - This patent is seen as an important extension of the company's core technology, providing strong technical support for its comprehensive railway track inspection products [1] Group 2 - While the patent acquisition is significant, it is noted that it will not have a major impact on the company's recent operations [1] - The development of this patent is expected to enhance the company's intellectual property protection system and leverage its proprietary technology advantages [1] - The focus on technology innovation through this patent is aimed at improving the company's core competitiveness in the industry [1]

Core Viewpoint - The announcement highlights that Xianghe Industrial's subsidiary, Zhejiang Tiantai Xianghe Intelligent Equipment Co., Ltd., has been granted a patent for a method and device for detecting rail piece surface detachment, which will enhance the company's intellectual property protection and core competitiveness [1] Summary by Relevant Categories Patent Information - The patent certificate for the invention titled "Method and Device for Detecting Rail Piece Surface Detachment" was issued by the National Intellectual Property Administration of the People's Republic of China [1] - The patent certificate number is 8448168, and the patent number is ZL202310570814.8 [1] - The application date for the patent was May 19, 2023, and the authorization announcement date is November 7, 2025 [1] - The patent rights holder also includes Zhongyuan Lida Railway Track Technology Development Co., Ltd. [1] Impact on Company Operations - The newly granted patent is not expected to have a significant impact on the company's recent operations [1] - However, it is beneficial for improving the company's intellectual property protection system [1] - The patent is anticipated to enhance the company's core competitiveness in the industry [1]

Core Viewpoint - Shenzhen SanTai E-commerce Co., Ltd. is benefiting from the depreciation of the RMB and is actively developing AI-driven tools for risk detection in cross-border e-commerce [2][3]. Company Overview - Shenzhen SanTai E-commerce Co., Ltd. was established on January 7, 2008, and listed on September 28, 2023. The company primarily engages in cross-border e-commerce retail and logistics [7]. - The company's revenue composition includes 76.14% from cross-border e-commerce product sales, 23.80% from logistics sales, and minimal contributions from technology services and other businesses [7]. Business Developments - The company has launched a proprietary intellectual property risk detection tool named "RuiGuan·ERiC," which utilizes AI and big data models to provide cost-effective and accurate risk monitoring solutions for enterprises [2][3]. - The company is also developing an AIGC project that generates high-quality images using Stable Diffusion, enhancing operational efficiency and reducing production costs [2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.252 billion yuan, reflecting a year-on-year growth of 0.15%. However, the net profit attributable to the parent company decreased by 25.94% to 31.8471 million yuan [8]. - As of October 31, 2023, the company had a market capitalization of 7.005 billion yuan, with a trading volume of 50.899 million yuan and a turnover rate of 2.62% [1][8]. Market Position - The company operates within the sub-industry of internet e-commerce, specifically focusing on cross-border e-commerce, and is categorized under several concept sectors including small-cap stocks, margin trading, and intellectual property [8]. - As of September 30, 2025, the company had a total of 29,500 shareholders, with a slight increase in the number of shareholders but a decrease in the average number of circulating shares per person [8].

Macro News - The State Council Information Office will hold a press conference on November 14, 2025, to discuss the national economic operation for October 2025, featuring the spokesperson from the National Bureau of Statistics [1] - The U.S. Senate has reached an agreement to end the federal government shutdown as of November 9 [2] - The probability of a 25 basis point rate cut by the Federal Reserve in December is 66.5%, with a 33.5% chance of maintaining the current rate [3] Industry News - Eleven A-share listed companies have disclosed the latest announcements regarding mergers and acquisitions from November 3 to November 9, including Ying Tang Zhi Kong, Sichuan Road and Bridge, and others [4] - The first collaborative protection mechanism for intellectual property rights in the online gaming industry has been established in Shanghai, aimed at supporting high-quality development in the gaming sector [5] - China's electricity production organization has fully transitioned from a planned to a market-based approach, marking a significant milestone in the establishment of a unified national electricity market [6] Sector Insights - CITIC Securities reports that the solid-state battery industry is accelerating, with global shipments expected to exceed 700 GWh by 2030, including over 200 GWh of all-solid-state batteries [7] - Guosheng Securities highlights the rise of silicon photonics technology, which is restructuring the investment focus of the optical module industry from backend packaging to frontend chip design and wafer manufacturing [8] - CITIC Jinpu notes that the ongoing electricity shortage in North America is driving demand for energy storage, with significant profit opportunities in downstream integration and operation segments expected to rise [8]

全美9日航班取消量超2000架次 延误航班超7000架次 第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 商务部回应欧方关于安世半导体问题的声明 近日，欧盟委员会贸易和经济安全委员谢夫乔维奇在个人社交媒体账户发布关于安世半导体问题的声明。商务部新闻发言人就欧方 关于安世半导体问题的声明答记者问：造成当前全球半导体供应链混乱的源头和责任在荷方，中方注意到欧方已表示会做荷方工 作，希欧方进一步加大工作力度，促荷方尽快撤销相关措施，保障安世半导体相关产品正常供应。中方本着对全球半导体供应链安 全稳定的负责任态度，已采取切实措施，对合规的用于民用用途的相关出口予以豁免。我想强调，欢迎欧方继续发挥影响力，促荷 方尽快纠正错误做法。 当地时间9日，航班追踪网站FlightAware的数据显示 ，截至美国东部时间当日16时，美国单日航班取消数量首次超过2000架次，创 下自政府"停摆"削减航班措施开始以来的新高。同时延误航班也超过7000架次。 日本禽流感疫情蔓延 涉疫禽类逾150万只 日本新澙县一家养鸡场9日确认出现高致病性禽流感疫情，已开始紧急扑杀约28万只涉疫鸡。当前禽流感季开始以来，日本已报 ...

Core Insights - The event titled "True Product Traceability and Innovation Plan" was successfully held in Shenzhen, focusing on intellectual property protection in the jewelry industry [1][3] - Intellectual property is identified as a core element driving high-quality development in the jewelry sector, emphasizing the importance of original design in a competitive market [3][4] Group 1: Intellectual Property and Industry Development - The seminar highlighted the significance of intellectual property rights, including copyright, patent rights, and trademark rights, in protecting innovation and maintaining fair market competition [3] - The event attracted representatives from various jewelry enterprises, who recognized the importance of copyright registration and intellectual property management for their businesses [4] Group 2: Industry Support and Infrastructure - The establishment of a public legal service center in the jewelry industrial park aims to create a one-stop judicial service platform, enhancing the credibility of jewelry transactions [3] - The collaboration on multiple Shenzhen group standards and tools for original jewelry copyright protection, such as the True Product Traceability platform, strengthens the defense against intellectual property infringement [3]

Group 1: Core Themes of the Forum - The eighth Hongqiao International Economic Forum emphasizes the importance of building an open world economy through collaboration and innovation [1] - The theme of the forum is "Open Cooperation Creates New Opportunities, Sharing a New Future" with multiple sub-forums focusing on open cooperation, innovation, development, and sharing [1] Group 2: Global Market Insights - The World Open Index for 2024 is projected to be 0.7545, a decrease of 0.05% year-on-year and a decline of 0.34% compared to 2019, indicating a scarcity of market resources [2] - China's Open Index has increased by 29.6% from 0.5891 in 1990 to 0.7634 in 2024, showcasing its growing market potential [2] Group 3: China's Role in Global Trade - China is recognized as the second-largest consumer market globally, with over 800 million people expected to join the middle-income group in the next decade, presenting significant market opportunities [2] - The commitment to high-level opening up is reiterated, with China's market expected to provide predictable development opportunities amid global economic uncertainties [2][3] Group 4: Technological Innovation - The new wave of technological revolution and industrial transformation is reshaping the global landscape for open innovation [4] - Qualcomm's AI acceleration plan aims to integrate AI experiences into smartphones and various terminals, driving the industry towards a new stage of intelligence [4] Group 5: Intellectual Property Protection - Protecting intellectual property is recognized as essential for fostering collaborative innovation, with ongoing efforts to strengthen international cooperation against infringement [5] Group 6: Infrastructure and Trade Connectivity - The Baku-Tbilisi-Kars railway's capacity has been enhanced, and the Baku International Sea Port's throughput has reached 25 million tons, facilitating trade between China and Europe [6] - China's commitment to expanding high-level openness is seen as a source of confidence for global economic development [6] Group 7: Sustainable Agricultural Development - Accelerating sustainable agricultural development is highlighted as a critical task, with initiatives like hybrid rice technology and smallholder capacity building providing new momentum for global southern countries [7]

Core Viewpoint - The lawsuit filed by the subsidiary of Dike Co., Ltd. (帝科股份) against Zhejiang Guangda Electronics Technology Co., Ltd. highlights the increasing issue of intellectual property infringement in the photovoltaic industry, which is crucial for maintaining innovation and fair competition [2][3]. Company Summary - Dike Co., Ltd. announced a lawsuit involving its subsidiary Zhejiang Sote Materials Technology Co., Ltd. against Zhejiang Guangda Electronics for patent infringement, with the disputed amount reaching 200 million yuan [2]. - The patent in question pertains to a thick film paste containing lead-tellurium-lithium-titanium-oxide, essential for semiconductor manufacturing, and is held by Sote's wholly-owned subsidiary [2]. - The lawsuit requests the defendant to cease production and sales of the infringing products, destroy related production equipment, and compensate for economic losses and legal fees totaling 200 million yuan [2]. Industry Summary - The photovoltaic industry is experiencing intensified competition, with intellectual property infringement being a significant factor. Companies are bypassing research and development to quickly capture market share, leading to a detrimental cycle of low-level price competition [3]. - The technology involved in photovoltaic conductive silver paste is critical for the efficiency and stability of solar cells, making the protection of such innovations vital for the industry's health [3]. - The lawsuit serves as a reminder of the importance of respecting intellectual property rights to foster a culture of innovation and sustainable development within the photovoltaic sector [3].