龙磁科技（300835）总经理熊咏鸽在今天下午举行的2024年度业绩说明会上表示，(全资子公司)越南龙 磁产能扩建工作正在实施，今年第二季度永磁产能增至1万吨；泰国软磁工厂也即将开工，建成后海外 软磁产能将达到8000吨。未来公司软磁产业链将围绕技术升级与国际化布局展开，公司计划依托东南亚 等地区位优势，建立本地化生产基地，优化供应链韧性并降低贸易壁垒影响，辐射欧美及新兴市场。 (智通财经) ...

导 语：这两位重要股东的加入，不仅为公司带来了资金支持，还可能在战略发展、市场拓展等 方面为公司提供助力。 据建邦高科在港交所递交的招股书内容，公司向港交所主板提交上市申请，此次 IPO 的独家保荐人 为中信建投国际 。此次招股书中虽未明确披露融资规模及融资股份比例等信息，但这一上市举动备 受关注。 建邦高科主要依托国内实体山东建邦胶体材料有限公司开展业务，是中国研究、开发、生产及销售 银粉的先行者及引领者，其银粉产品主要用于光伏银浆生产，在行业内占据重要地位，按中国光伏 银粉销售收入计，于往绩记录期间，在国内生产商中排名第一，全球生产商中排名第二。 在主营业务上，公司专注于光伏银粉的研发、生产和销售，凭借多年积累，已开发出独立、领先且 全面的银粉生产技术和工艺系统，拥有自主知识产权。 从市场角度来看，建邦高科在光伏银粉行业具有一定的市场竞争力，但行业竞争也十分激烈。随着 行业技术的快速发展，若公司不能及时跟上技术升级的步伐，满足客户不断变化的需求，可能面临 市场份额被挤压的风险。 不过，公司也在积极布局未来战略，计划加大研发投入，探索光伏行业中的非银粉材料，拓展至非 光伏银粉应用领域以及进行国际扩张，这些战 ...

大公国际近日发布锂电正极材料行业研究报告：2024年以来，三元材料和磷酸铁锂价格 维持低位运行。2024年上半年，磷酸铁锂和三元材料价格持续探底，9月后趋于稳定，随着 2025年2月底刚果（金）暂停钴出口，钴材料价格上涨推动三元材料价格回升。价格低迷的 核心原因是产能结构性过剩，据SMM调研数据统计，2024年我国磷酸铁锂正极材料年产能 近470万吨，总产量为230多万吨，年度开工率约为50%，2024年上半年三元材料产能利用率 仅有40%左右，较多产能处于闲置状态，低端同质化产能严重挤压价格空间。 国内政策从技术和环保层面入手，严格行业准入并加强智能监管，地缘政治压力与国际 政策趋严背景下，国内企业合规成本压力攀升；预计未来，国内政策将延续优化产能布局和 节能降碳改造的总基调，高耗能、低水平产能加速出清，国际规则或将持续收紧，企业需通 过技术创新、资源整合和全球化布局加强供应链韧性。 国内政策环境方面，2024年5月，国务院印发《2024-2025年节能降碳行动方案》，提出 合理布局硅、锂、镁等行业新增产能，严格新增有色金属项目准入，新建多晶硅、锂电池正 负极项目能效须达到行业先进水平；该方案在优化产能布局 ...

（1）微细球形铝粉行业发展历程 铝粉最初采用捣冲法进行生产，将铝碎屑加工成细小的片状铝粉用于生产铝颜料，此后发明了球磨法生产片状 铝粉，生产效率和安全性大大提高。20 世纪初期，由于武器弹药的大量使用，球形铝粉需求量迅速增长，促进 了铝粉生产工艺的不断改进。雾化铝粉生产工艺的出现，不仅有效满足了市场对微细球形铝粉的需求，同时为 球磨法生产铝颜料提供了优质的原材料。 20 世纪 50 年代，我国从前苏联引进了空气雾化铝粉生产技术，开始了球形铝粉的研究、生产和应用，并在此 基础上相继开发了双流雾化法、离心雾化法、真空雾化法、氮气雾化法等多种生产工艺。自上世纪 90 年代中 科院力学所氮气雾化法微细球形铝粉生产技术实现产业化以来，我国铝粉行业的生产技术得到飞速的发展，经 过 20多年的不断改进完善，目前，我国微细球形铝粉生产以生产工艺相对成熟的氮气雾化法为主，技术水平和 产能产量位居世界前列。 2、行业发展现状及技术水平 （1）行业下游应用市场及供需情况 微细球形铝粉的上游主要为金属铝的采选及冶炼，而我国是全球电解铝第一大生产国，2024 年我国电解铝产量 为 4,400.5 万吨，同比增长 4.6%。 微细球形铝 ...

Core Insights - Leapmotor officially announced the pre-sale of the 2026 C10 model, with a price range of 129,800 to 149,800 yuan, emphasizing four core advantages: enhanced range, driving control, intelligence, and design, with a value increase of up to 24,000 yuan [1][10] Pre-sale Offers - Leapmotor is providing seven rewards for C10 pre-order customers, including lifetime warranty for first owners of electric models, cash subsidies for existing users, and financial discounts [4][5][6][7][9] Product Features - The 2026 C10 features an 800V high-voltage platform with a CLTC range of 605 km, making it the only model in its class with such specifications, and it can charge from 30% to 80% in just 16 minutes [11][12] - The vehicle is equipped with a self-developed LMC system for enhanced driving stability and performance, achieving a 0-100 km/h acceleration in 5.9 seconds [13] - The smart cabin includes Qualcomm's flagship chips and laser radar for advanced driving assistance, supporting 26 functions for complex driving scenarios [14] - The design follows the "tech-natural aesthetics" philosophy, featuring new color options and upgraded interior materials for a luxurious feel [15] Market Expansion - The 2026 C10 will officially launch in Europe in September 2024 and expand sales to regions including the Middle East, Africa, Asia-Pacific, and South America in the fourth quarter of 2024 [10]

Group 1 - Guangzhou HuanTou Desijie Environmental Technology Co., Ltd. has been officially registered with a registered capital of 10 million RMB, primarily focusing on technology promotion and application services [1] - The company is 51% controlled by Guangzhou HuanTou Yongxing Group Co., Ltd. (601033.SH), with other shareholders including Zhejiang Desijie Environmental Technology Co., Ltd. (42%) and Shanghai Morandi Environmental Technology Co., Ltd. (7%) [1] - The business scope includes environmental technology services, energy-saving technology promotion, and research and integration of flue gas treatment equipment [1] Group 2 - The waste incineration industry is currently experiencing a wave of "ultra-low emission" technology upgrades, with stricter local standards being implemented across various provinces and cities [1] - The NOx emission limit in some regions has been reduced to 50 mg/m, significantly lower than the national standard of 300 mg/m and the EU 2010 standard of 200 mg/m [1] - HuanTou Desijie’s main technology direction includes the SNCR denitrification process based on polymer reducing agents, which has been patented by Zhejiang Desijie [2] - This technology is characterized by a wide reaction temperature range, strong flue gas adaptability, and low operating costs, making it a promising solution for waste incineration flue gas treatment [2] - HuanTou Yongxing's waste incineration projects have nitrogen oxide emissions that not only meet national standards but also exceed EU 2010 standards, although future upgrades will be necessary to meet stricter NOx emission standards [2] - The establishment of HuanTou Desijie will meet the environmental upgrade needs of multiple waste incineration projects and lay the foundation for entering the third-party denitrification market and expanding technology output [2] - In the long term, HuanTou Desijie is expected to become a key support for the environmental technology sector, fostering new business growth amid policy upgrades and industrial transformation [2]

证券代码：002100 证券简称：天康生物 天康生物股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名称及 | 天风证券、财通证券、国泰海通证券、浙商证券、兴业证券、 | | 人员姓名 | 银河证券、开源证券等 26 位投资者，名单详见附件清单。 | | | (重要提示：参会人员名单由组织机构提供并经整理后展示。公司无 | | | 法保证参会人员及其单位名称的完整性、准确性，请投资者注意。) | | 时间 | 2025 年 4 月 29 日 (周二) 上午 10:30-11：30 | | 地点 | 公司办公室(电话会议) | | 上市公司接待人 | 副总经理兼董事会秘书 郭运江 | | 员姓名 | 耿立新 财务总监 | | | 段效岩 财务经理 | | | 李 明 证券事务代表 | | | 一、公司经营情况介绍 | | | 2024 年公司实现营业收入 171.76 亿元，比上年同期下降 ...

Core Viewpoint - The laser medical equipment industry in China is experiencing rapid growth driven by national policy support, increasing market demand, and technological breakthroughs, with a projected market size of approximately 5.8 billion yuan in 2024 and expected to exceed 6 billion yuan in 2025 [1][5][9]. Industry Definition and Classification - Laser medical equipment refers to devices that utilize laser technology for disease diagnosis, treatment, or rehabilitation, characterized by precision, minimally invasive procedures, and high efficiency [1][3]. - The industry can be categorized into laser medical equipment manufacturing and laser medical services, with applications across various clinical departments [1][3]. Current Development Status - The application of laser technology in medicine has made significant progress, with a wide range of laser medical devices available for treating hundreds of diseases in various clinical settings [5][9]. - The domestic market for laser medical devices has entered a phase of "mid-end dominance and high-end breakthroughs," with the low-end market largely self-sufficient, while high-precision and ultra-fast laser fields require long-term technological accumulation [9][23]. Market Size and Growth - The market size for laser medical equipment in China is projected to be around 5.8 billion yuan in 2024, with expectations to surpass 6 billion yuan in 2025, indicating a positive long-term trend for the industry [1][9]. Domestic Production and Market Dynamics - The domestic production rate of laser medical equipment is expected to reach approximately 67.01% in 2024 and is projected to reach 70% in 2025, reflecting a rapid increase in domestic substitution [9][23]. - The industry is characterized by a competitive landscape where local companies are gradually gaining market share, particularly in the mid and low-end segments, while high-end markets remain dominated by international giants [13][15]. Key Companies - Major companies in the laser medical equipment sector include Qizhi Laser, Ruike Laser, United Imaging Healthcare, Pudong Medical, and others, with a focus on innovation and technology development [13][15]. - Qizhi Laser has achieved significant milestones with 22 medical device product registrations and 112 patents, focusing on various medical fields [15]. - Ruike Laser has expanded into the medical sector, developing solutions for aesthetic and dental applications, with reported revenues of 3.68 billion yuan in 2023 [19][21]. Industry Trends - The laser medical equipment industry is undergoing a transformation towards smart, high-end, compact, specialized, and environmentally friendly technologies, with advancements in various scientific fields enhancing the capabilities of laser medical technology [23]. - The future of laser medical technology is expected to benefit a broader audience, including public and private hospitals, beauty markets, and home-use devices, indicating a wide application and strong demand [23].

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：600356 公司简称：恒丰纸业 第一节 重要提示 1、本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到www.sse.com.cn网站仔细阅读年度报告全文。 2、本公司董事会、监事会及董事、监事、高级管理人员保证年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 3、公司全体董事出席董事会会议。 4、天健会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 5、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司拟向全体股东每股派发现金红利0.12元（含税）。截至2024年12月31日，公司总股本298,731,378 股，以此计算合计拟派发现金红利35,847,765.36元（含税）。2024年度,公司实现归属于上市公司股东的 净利润 115,819,658.61 元，本年度公司现金分红总额占比为30.95%。 ■ 2、报告期公司主要业务简介 2024年中国造纸产量为1.58亿吨?，同比增长8.6%，首次突破1.5亿 ...

Core Viewpoint - The panel industry has shown strong performance in Q1 2025, with major companies like TCL Technology and BOE reporting significant revenue and profit growth, driven by demand for large-sized panels and favorable government policies [1][2][3]. Company Performance - TCL Technology reported Q1 2025 revenue of 40.1 billion yuan and a net profit of 1.01 billion yuan, marking a year-on-year increase of 322% [1]. - BOE achieved Q1 2025 revenue of 50.6 billion yuan, a 10.27% increase year-on-year, with a net profit of 1.614 billion yuan, up 64.06% [1]. - Deepin Technology recorded Q1 revenue of 8.312 billion yuan, a 7.25% increase year-on-year, and turned a profit with a net profit of 96.41 million yuan [1]. Industry Trends - The panel industry experienced a "good start" in Q1 2025, with supply-side production adjustments and demand-side policies contributing to growth [1][2]. - The average utilization rate of the industry exceeded 80% in Q1 2025, indicating a recovery in production capacity [4]. - The trend towards larger panel sizes and the impact of government subsidies have driven demand growth, with main product prices performing better than in 2024 [2][3]. Future Outlook - Analysts expect a decline in terminal demand in Q2 2025 due to changes in the external trade environment, but companies are adapting through flexible production and capacity adjustments [1][4]. - The panel industry is shifting from competition based on scale and market share to a focus on high-margin applications, high-value products, and advanced technologies [7]. - TCL Technology and BOE are expanding their investments in OLED and MLED technologies, aiming to enhance their competitive edge and market presence [6][7].