格隆汇12月12日｜海南发展公告，同意三鑫科技全资子公司珠海三鑫投资建设珠海生产基地二期项目， 总投资2.15亿元。项目占地面积约55077.77平方米，建设内容包括2栋厂房和1栋宿舍。项目建设期预计 27个月，资金来源为自有资金及银行贷款。项目建成后，有利于提高珠海生产基地资源综合利用效率， 扩大产能，做精做优幕墙业务，为公司可持续高质量发展夯实基础。 ...

公告称，本次增加投资事项，是为了进一步扩大越南基地的产能规模，增加HRSG等产品的产能配套， 增强公司承接大额订单的能力，从而能更高效地响应客户需求。 博盈特焊(301468.SZ)公告，公司董事会同意公司使用自有资金或自筹资金向全资孙公司博盈特焊越南 制造有限公司增加不超过2.75亿元的投资，其中5500万元拟用于在越南购买土地使用权，2.2亿元拟用于 公司在越南生产基地新建厂房与配套基础设施、扩建HRSG等产品的生产线等。 ...

立中集团（300428.SZ）12月12日在投资者互动平台表示，近年，公司生产经营稳健，整体产能利用率 逐步提高。在新增产能方面，公司积极推进铝合金车轮与铸造铝合金业务板块的新增产能建设，其中墨 西哥工厂360万只超轻量化铝合金车轮项目二期180万只目前已实现初步投产，规划的50万只锻造铝合金 车轮项目一期20万只已进入试生产阶段；泰国铝合金车轮第三工厂在建的年产300万只铸旋铝合金车轮 和18万只高端锻造车轮产能预计明年投产；公司在重庆、淮安、长春、泰国等地新建的高性能铝合金新 材料项目将于今年四季度到明年陆续投产。上述新增产能建成后，将进一步完善公司的全球产能布局， 强化公司在行业内的龙头地位，为长期发展奠定坚实基础。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司今年的产能利用率整体如何？第四季度及明年， 公司有哪些新的产能已经新增或者明年会有哪些新的产能释放？ ...

公告称，本次增加投资事项，是为了进一步扩大越南基地的产能规模，增加HRSG等产品的产能配套， 增强公司承接大额订单的能力，从而能更高效地响应客户需求。 博盈特焊（301468）(301468.SZ)公告，公司董事会同意公司使用自有资金或自筹资金向全资孙公司博 盈特焊越南制造有限公司增加不超过2.75亿元的投资，其中5500万元拟用于在越南购买土地使用权，2.2 亿元拟用于公司在越南生产基地新建厂房与配套基础设施、扩建HRSG等产品的生产线等。 ...

日本最大的钢铁制造商日本制铁公司周五表示，预计到2030年，其全球粗钢产能将增至每年1亿吨或更 多。 日本制铁周五补充称，计划在未来五年进行6万亿日元（合385.4亿美元）的资本和业务投资，其中包括 对美国钢铁投资的110亿美元，并根据其2030年管理计划，将基础业务利润目标设定在1万亿日元或以 上。 日本制铁周五补充称，计划在未来五年进行6万亿日元（合385.4亿美元）的资本和业务投资，其中包括 对美国钢铁投资的110亿美元，并根据其2030年管理计划，将基础业务利润目标设定在1万亿日元或以 上。 该公司预计，在截至明年3月份的本财年，基本业务利润（即一次性调整后的利润）为6800亿日元，低 于去年的7937亿日元。 该公司预计，在截至明年3月份的本财年，基本业务利润（即一次性调整后的利润）为6800亿日元，低 于去年的7937亿日元。 今年6月，日本制铁完成了以150亿美元收购美国钢铁公司（U.S． Steel）的交易，并承诺向该资产投资 110亿美元，随后还将追加投资。在日本钢铁需求疲软之际，日本制铁寻求加强在美国市场的影响力。 责任编辑：于健 SF069 该交易帮助日本制铁将其全球粗钢产能提升至每年8 ...

Core Viewpoint - Fangzheng Securities initiates coverage on Global New Materials International (06616) with a "Buy" rating, projecting revenue of 910 million yuan in the first half of 2025, driven by a 34.5% increase in pearlescent pigment sales to 15,000 tons, following the acquisition of Merck's global surface solutions business in July 2025, which enhances the company's global R&D, production, and sales network [1][3] Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 910 million yuan, a year-on-year increase of 17.7%, while net profit attributable to shareholders decreased by 41.9% to 62.2 million yuan [2] - Pearlescent pigment products dominate the company's revenue, contributing 850 million yuan, a 21.4% increase year-on-year, accounting for 93% of total revenue [2] - The sales volume of pearlescent pigments reached 15,000 tons, up 34.5% year-on-year, while mica functional fillers generated revenue of 49.04 million yuan, a 19.9% increase, accounting for 5% of total revenue [2] Group 2: Strategic Developments - The acquisition of Merck's global surface solutions business for 665 million euros (approximately 5.187 billion yuan) was announced in July 2024 and completed by the end of July 2025, facilitating international expansion and enhancing global brand influence [3] - The company now has a global R&D and production network covering five major regions: China, Germany, South Korea, Japan, and the United States, along with a sales network in over 150 countries and regions, strengthening its competitive position in the high-end pearlescent pigment market [3] Group 3: Capacity Expansion - The company is advancing its capacity expansion, with the second phase of the Seven Color Pearlescent project, which will add 30,000 tons of pearlescent materials, set to gradually commence production within the year [4] - The Tonglu project for 100,000 tons of surface performance materials is currently in the equipment installation phase, and the new capacity will further solidify the company's leading position in the global pearlescent materials market [4]

每经AI快讯，有投资者在投资者互动平台提问：董秘您好！ 作为一名持股股民，我们特别希望了解贵 公司近期是否有签订哪些供货合同，以及对2026年的最新规划。比如在某个赛道上新的突破，某项产能 的扩容等！ （记者 张明双） 天际股份（002759.SZ）12月12日在投资者互动平台表示，公司计划2026年完成募投项目二期工程，将 六氟磷酸锂产能提升至5.2万吨/年；研发方面，公司2026年计划推动硫化锂制备专利的中试。 ...

剑桥科技表示，本次增资是落实H股招股说明书中"加强研发投入、扩大生产能力、拓展全球市场"战略 的重要举措，将显著增强CIG美国资金实力，降低资产负债率，强化其与下属附属公司的协同效应，提 升全球生产交付与供应链管理能力。 剑桥科技（603083）(06166)再涨超6%，截至发稿，涨6.11%，报87.75港元，成交额7926.18万港元。 消息面上，12月8日晚间，剑桥科技公告称，拟以发行境外上市外资股(H股)募集资金向全资子公司CIG 美国增资1亿美元。本次增资资金将专项用于扩张北美及东南亚地区高速光模块产能、提升海外研发规 模与技术迭代能力、拓展重点市场与客户渠道、战略性储备关键元器件、强化产业链协同与供应链安 全，以及补充运营资金。 ...

剑桥科技表示，本次增资是落实H股招股说明书中"加强研发投入、扩大生产能力、拓展全球市场"战略 的重要举措，将显著增强CIG美国资金实力，降低资产负债率，强化其与下属附属公司的协同效应，提 升全球生产交付与供应链管理能力。 消息面上，12月8日晚间，剑桥科技公告称，拟以发行境外上市外资股(H股)募集资金向全资子公司CIG 美国增资1亿美元。本次增资资金将专项用于扩张北美及东南亚地区高速光模块产能、提升海外研发规 模与技术迭代能力、拓展重点市场与客户渠道、战略性储备关键元器件、强化产业链协同与供应链安 全，以及补充运营资金。 智通财经APP获悉，剑桥科技(06166)再涨超6%，截至发稿，涨6.11%，报87.75港元，成交额7926.18万 港元。 ...

Summary of the Conference Call for Anda Technology Company Overview - **Company**: Anda Technology - **Industry**: Lithium Iron Phosphate (LFP) Battery Materials - **Market Position**: Major producer of lithium iron phosphate cathode materials, with a market capitalization of 4.2 billion yuan, and a component of the North Exchange 50 index [6][30] Key Points and Arguments Industry Dynamics - The North Exchange's specialized index and related ETFs are expected to attract more investors and enhance market ecology [2] - The overall lithium iron phosphate industry is recovering, driven by increased energy storage demand, with Anda Technology's capacity utilization exceeding 95% [6][14] Financial Performance - In the first three quarters of 2025, Anda Technology reported revenue of 2.273 billion yuan, a year-on-year increase of 109% [4][14] - Projected net profits for 2025 to 2027 are -304 million yuan, 46 million yuan, and 303 million yuan, respectively, with corresponding EPS of -0.51 yuan, 0.08 yuan, and 0.51 yuan [4][28] - Current stock price corresponds to a PE ratio of 14.3 times for 2027 [4][28] Product Development and Market Strategy - Anda Technology focuses on high-end products, including the fourth-generation high-pressure dense lithium iron phosphate products B9P and B9, which have begun mass shipments [2][8][10] - The company is expanding its production capacity, with a project under construction that will add 240,000 tons per year, increasing total capacity to 390,000 tons per year [2][8][15] Competitive Advantages - Anda Technology benefits from its location in Guizhou, which provides access to phosphate resources and low energy costs [2][12] - The company is extending its upstream operations with a precursor project of 300,000 tons per year, expected to start production in Q3 2026 [2][12] Strategic Partnerships - Strategic partnership with BYD, which is also a significant shareholder, enhances R&D capabilities and product development [4][12][18] Risks and Challenges - Risks include structural overcapacity in the industry, fluctuations in raw material prices, and high customer concentration [16][29] - The company is actively seeking to diversify its customer base and expand into overseas markets to mitigate these risks [16][29] Future Outlook - Short-term catalysts for profit recovery include strong price increase expectations for lithium iron phosphate materials and robust demand from the energy storage and electric vehicle markets [7][8] - Long-term growth is supported by technology iteration, market share expansion through capacity growth, and integrated supply chain advantages [9][30] Conclusion - Anda Technology is positioned for significant growth in the lithium iron phosphate market, with a focus on high-end products and strategic partnerships. Despite facing risks, the company's proactive strategies and market dynamics suggest a positive outlook for future performance [30][31]