Core Insights - The news highlights the efforts of Xixian New Area in Shaanxi Province to implement low-carbon energy solutions and promote sustainable practices across various sectors, including energy supply, agriculture, construction, and industry. Group 1: Energy Supply Innovations - The comprehensive energy supply project in Xixian New Area utilizes a "geothermal + gas" complementary system, achieving a heat output of 4.2 times the electricity consumed, resulting in an annual reduction of approximately 602 tons of CO2 emissions [1] - The area has established multiple integrated charging stations and all 21 centralized heating companies use clean energy for heating, with deep geothermal heating covering 15.8 million square meters [1] Group 2: Agricultural and Building Integration - The "photovoltaic + agriculture" project in Taiping Town generates 210 million kWh annually while reducing CO2 emissions by 168,000 tons, demonstrating a dual-use model that benefits local farmers [2] - A research building at Xi'an Jiaotong University achieves energy self-sufficiency by utilizing 23% of its facade for green electricity, integrating technologies like photovoltaics and IoT [2] Group 3: Industrial Decarbonization - Xixian New Area is attracting green projects and technological innovations, with over 80 hydrogen energy companies established, representing more than half of Shaanxi's hydrogen enterprises [3] - The RCBHR system developed by Xi'an Shengshi Youlian Energy Conservation Technology Co., Ltd. recovers approximately 67,200 tons of steam annually, generating 10 million kWh and reducing CO2 emissions by 20,000 tons [3] Group 4: Digital Transformation in Manufacturing - The digital green factory by Green Energy Hui Charging Technology Co., Ltd. extends decarbonization efforts across the entire supply chain, promoting green transformation among nearly 100 regional enterprises [4] - The company exports products to over 70 countries and has created more than 100 green jobs in Xixian New Area, engaging over 5,000 participants in low-carbon activities [4]

证券代码：301526 证券简称：国际复材 重庆国际复合材料股份有限公司 投资者关系活动记录表 编号：2025-010 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 □业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称及 人员姓名 华福证券股份有限公司：魏征宇 天风证券股份有限公司：鲍荣富 长江证券股份有限公司：董超 国金证券股份有限公司：赵铭 申万凌信基金公司：刘毅男 华源大制造基金公司：林高凡 时间 2025 年 12 月 8 日-9 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书：黄敦霞 财务部、运营管理部、董事会办公室相关人员 投资者关系活动 主要内容介绍 现场交流环节主要内容如下： 近期机构调研中公司回答过的问题，本次活动披露文件中 未做重复介绍。 1.基于目前的经营情况，公司是否还有新的增产规划？ 公司目前玻纤纱年产能约为 125 万吨。根据已披露的规 划，预计将于年内完成"8.5 万吨电子级玻璃纤维生产线设备更 新及数智化提质增效项目"的建设与投产（详见公司 2024-044 号公告）。项目投产后，将进一步提 ...

Group 1: Company Overview and Technological Advantages - The company has a strong technological innovation capability, maintaining a leading position in the industry with breakthroughs in high-speed and diversified technology, including the launch of the 108,000 bottles/hour blow-fill-cap machine, which won the "2025 Food and Beverage Industry Technology Innovation Award" [2][3] - The company has developed a comprehensive aseptic technology system, being the first in China to promote wet, dry, and EDS aseptic technologies, with significant milestones including the first domestic aseptic filling machine in 1999 and the launch of the seventh generation aseptic filling technology in 2015 [3][4] - The company has accumulated over 1,500 patent applications and holds more than 800 authorized patents, demonstrating its strong research and development capabilities [4] Group 2: Market Position and Client Relationships - The company's technology and equipment have been successfully applied in over 80 countries and regions, with 3,000 production lines delivered, covering five major sectors: beverages, dairy, alcohol, condiments, and daily chemicals [6] - The company has established deep strategic partnerships with major clients such as Coca-Cola, Pepsi, and Wahaha, receiving multiple awards for outstanding contributions and best cooperation [6] - The company has been recognized as a top 100 patent manufacturing enterprise in Jiangsu for three consecutive years and is classified as a national "specialized, refined, and innovative" small giant enterprise [6] Group 3: Sustainability and Green Manufacturing - The company has implemented green manufacturing practices, including the installation of a photovoltaic system with a capacity of 1,499.9 KW, which can generate an average of 150,000 kWh annually, reducing carbon emissions by approximately 1,500 tons each year [6][7] - The company’s products are designed to be energy-efficient, contributing to resource conservation and supporting the industry's green transformation [7] Group 4: Competitive Strategy and Growth Drivers - The company has transitioned from a single equipment supplier to a provider of comprehensive solutions, offering services from core equipment development to factory planning and lifecycle support [8][10] - Recent profit growth is attributed to innovation-driven strategies, operational efficiency, and a focus on strategic markets, with significant contributions from the continuous upgrade of technology products and lean management practices [10]

作为公司的全国旗舰生产基地，沙尔沁工厂位于呼和浩特，占地面积超17万平方米，自投产以来已建立起覆盖内蒙古、北京、天津、山西、河北等地区的 供应链体系，有力支撑了公司全国化布局与全渠道营销战略。该工厂在建设与生产中深度融合生态理念，积极践行绿色制造，于去年12月获评"国家级绿 色工厂"。此外，公司宁夏、辽宁智能生产基地也均获得此项国家级认证。 近日，一则有关"内蒙古大窑饮品有限责任公司注销"的消息引发广泛关注。大窑饮品对此回应如下：这是企业对于区域业务布局的常规调整，此次内蒙古 大窑饮品有限责任公司注销后，内蒙古大窑嘉宾饮品有限公司（沙尔沁工厂）作为国家级绿色工厂，将完整承接相关业务，硬件设施与生产效率能够充分 保障产能供应与品质输出。 一直以来，沙尔沁工厂通过引入数字化与智能化管理系统，实现了生产作业、仓储物流、质量管控、设备运行及能源消耗等环节的可视化管理。这一举措 不仅缩短了产品创新周期，保障了生产工艺的标准化、产品口味的一致性，更建立了覆盖全制造流程的质量管理体系，实现了从原料到成品的全程可追 溯，让消费者喝的放心。 简单来说，大窑饮品在呼和浩特市曾拥有两家工厂，内蒙古大窑饮品有限责任公司作为老厂，运营 ...

Core Viewpoint - The Chinese wind power casting industry is experiencing significant development opportunities due to the acceleration of global energy transition and the booming wind power industry, with a strong correlation between market size and new installed wind power capacity [1][15]. Industry Overview - Wind power castings are specialized castings used in wind turbines, accounting for approximately 10% of the total cost of wind turbines, with demand steadily increasing as the wind turbine industry grows [3][9]. - The industry has seen substantial advancements in technology, production capacity, and product quality, establishing China as a dominant force in the global wind power casting supply [1][15]. Market Size and Growth - The market size of China's wind power casting industry is projected to reach 20.64 billion yuan in 2024, representing a year-on-year growth of 13.16%, and is expected to grow to 23.37 billion yuan by 2025 [1][15]. - The global wind power casting market is anticipated to reach $4.482 billion in 2024, with a year-on-year growth of 8.61%, and is expected to increase to $5.158 billion by 2025 [14]. Production Capacity - China's wind power casting capacity is expected to grow from 2.02 million tons in 2021 to 2.69 million tons in 2024, with a compound annual growth rate of 10.02%, and is projected to reach 2.91 million tons by 2025 [16]. Key Enterprises - Major companies in the Chinese wind power casting industry include Jixin Technology, Riyue Heavy Industry, Hongde Co., and Haomai Technology, among others, which have established significant market positions through technological advancements and production capabilities [2][17]. - Jixin Technology focuses on manufacturing components for large wind turbines and has reported a revenue increase of 27.33% for its main products in the first half of 2025 [18]. - Riyue Heavy Industry has a production capacity of 700,000 tons of castings and has seen a revenue increase of 66.06% for its ductile iron products in the first half of 2025 [19]. Industry Trends - The industry is moving towards large-scale and lightweight casting development to meet the demands of high-capacity wind turbines, with a focus on optimizing structural design and using new high-strength materials [20]. - Innovations in materials and casting processes are driving technological upgrades, enhancing the mechanical performance and fatigue life of castings [21]. - The integration of smart manufacturing and green production practices is becoming a core development direction, aiming to improve efficiency and reduce environmental impact [22].

Core Viewpoint - The Guangxi Zhuang Autonomous Region aims to establish ten modern pillar industries in manufacturing as part of its 15th Five-Year Plan, focusing on enhancing industrial strength and creating trillion-yuan industrial clusters [1] Group 1: Key Industries - The plan emphasizes upgrading industries such as non-ferrous metals and key metal materials, advanced steel materials, modern green chemicals, artificial intelligence and next-generation information technology, high-end equipment manufacturing, new energy vehicles and batteries, food processing, forestry products and paper, biomedicine and health, and green building materials [1] - The goal is to create new trillion-yuan industrial clusters and add several hundred-billion-yuan industries [1] Group 2: Strategic Actions - The region will implement actions to strengthen and extend the supply chain of key advantageous industries, cultivate advanced manufacturing clusters, and promote large-scale equipment upgrades [1] - Development initiatives will focus on intelligent manufacturing, green manufacturing, and service-oriented manufacturing, aiming to establish a high-end brand "Guangxi Intelligent Manufacturing" [1] Group 3: Ecosystem and Innovation - The plan includes the establishment of a comprehensive experimental zone for high-quality development of key metals in Nandan and the creation of a national advanced manufacturing cluster for key metals [1] - There will be efforts to improve the industrial ecosystem, promote venture capital, and implement a strategic emerging industry doubling plan, along with the establishment of future industry incubators and pilot zones [1] - The initiative aims to foster the development of specialized, innovative small and medium-sized enterprises and cultivate unicorn companies [1]

本报讯 （记者吴文婧）12月5日，以"AI智联 焊创新程"为核心主题的第九届绿色连接与制造高峰论坛暨 杭州华光焊接新材料股份有限公司30周年庆典在杭州顺利开幕。本次论坛由材料结构精密焊接与连接全 国重点实验室主办，杭州华光焊接新材料股份有限公司（以下简称"华光新材"）、杭州孚晶焊接科技有 限公司联合承办。 （编辑 李家琪 张昕） 焊接技术与人们的日常生活息息相关。小到眼镜架、冰箱阀门、自行车各个部件的焊接，大到工程盾构 机、航空发动机的制造都离不开焊接技术。因此，先进连接材料及技术，既是国计民生的可靠保证，更 是中国式现代化进程中制造业高质量发展的战略支撑。 历经八载深耕积淀，论坛始终聚焦行业前沿、锚定技术突破，不仅赢得了行业专家学者、产业链上下游 客户的广泛认可与深度参与，更获余杭区政府的悉心指导与鼎力支持，已成长为凝聚行业共识、推动技 术革新、促进产学研用协同的重要交流平台。 "回望中国制造30年，从规模扩张到质量跃升，华光新材深耕钎焊材料的三十年，正是从进口替代到行 业领军的生动缩影，充分彰显出中国制造的强大韧性。"科技部原高新技术司副司长曹国英表示。 展望未来，金李梅表示，华光新材将继续秉持创新初心， ...

12月5日，南京大学谭海仁教授课题组与仁烁光能产业化团队的钙钛矿太阳能电池产业化成果在国际顶级学术期刊《Science》正式发表。 此项研究标志着我国在"双碳"目标引领下，于下一代光伏技术产业化领域取得里程碑式进展。研究团队所研制的平米级商业化钙钛矿光伏组件，不仅实现 了绿色环保制备，更在转换效率与产品可靠性方面双双达到世界领先水平，并获得国际权威认证，标志着这一新一代光伏技术突破了从实验室到产业化制 造的关键瓶颈，正式迈向规模化商业应用。 钙钛矿太阳能电池作为极具发展潜力的新一代光伏技术，以其成本低、效率高、能耗少、可柔性制备等优势，被视为推动能源结构绿色转型的重要方向。 然而，长期以来，该技术在大面积制备时的薄膜质量、环保工艺与长期可靠性，成为制约其从实验室走向产业化的重要瓶颈。 破解难题1：创新全绿色溶剂制备工艺 长期以来，钙钛矿的制备依赖有毒溶剂，环保问题制约其产业化。研究团队创新性地设计了一种由γ-戊内酯(GVL)、二甲基亚砜(DMSO)和2-甲基四氢呋喃 (2-MeTHF)组成的混合绿色溶剂体系，用于制备1.5eV带隙钙钛矿薄膜。 该体系安全、低毒、可生物降解，不仅实现了钙钛矿薄膜在空气中的环保制 ...

Core Viewpoint - Zuxing New Materials Co., Ltd. is set to enter the capital market following the successful review of its IPO application, leveraging its core technology in fine spherical aluminum powder and aluminum pigment products in the non-ferrous metal functional powder materials sector [1][3]. Group 1: Company Overview - Established in 2002, Zuxing New Materials is one of the earliest companies in China to engage in the research and production of fine spherical aluminum powder, with a focus on R&D, production, and sales of aluminum pigments [3]. - The company has an annual production capacity of 25,000 tons for fine spherical aluminum powder and 6,400 tons for aluminum pigments, ranking among the top domestic enterprises [3]. - Zuxing's subsidiary, Qujing Huayixing, achieved a domestic market share of 22.63% and a global market share of 15.03% in 2024, solidifying its position in the industry [3]. Group 2: Technological Advantages - Zuxing New Materials holds 89 authorized patents, including 48 invention patents, and has established itself as a key player in setting industry standards for aluminum pigments [4]. - The company has successfully broken the monopoly of large multinational corporations in high-end products, achieving large-scale production of advanced aluminum pigments [4]. - Its water-based aluminum pigment products for automotive coatings have reached international advanced levels and have been certified under the IATF 16949:2016 automotive quality management system [4]. Group 3: Market Strategy - The company employs a vertically integrated supply chain strategy, ensuring stable raw material supply and high-quality production processes [5]. - Zuxing focuses on the mid-to-high-end market, avoiding low-end market competition, and its aluminum silver powder ranks second in the domestic powder coating industry [5]. - The company has established a global customer network, supplying major multinational paint companies and domestic enterprises [5]. Group 4: Growth Initiatives - The IPO aims to raise 208 million yuan for three strategic projects, including the construction of a high-purity fine spherical aluminum powder production line and a high-performance aluminum pigment project [6]. - The market for fine spherical aluminum powder is expected to grow steadily, with production in China projected to reach 103,000 tons in 2024 [6]. - The company is positioned to benefit from the expanding global nuclear power market through its specialized products for nuclear waste treatment [6]. Group 5: Sustainability Efforts - Zuxing New Materials is committed to green manufacturing, aligning with the industry's low-carbon transformation trends [7]. - Its aluminum silver powder for powder coatings is environmentally friendly and efficient, supporting the production of chemical pesticides and self-heating food packaging [7]. - The successful IPO marks a new development phase for Zuxing, aiming to enhance its global leadership in fine spherical aluminum powder and aluminum pigments while supporting strategic industries like automotive lightweighting and renewable energy [7].

Core Viewpoint - Zuxing New Materials is set to enter the capital market following the successful review of its IPO application, leveraging its core technology in fine spherical aluminum powder and aluminum pigment products to capitalize on growth opportunities in strategic emerging industries [2][4]. Company Overview - Established in 2002, Zuxing New Materials is one of the earliest companies in China to engage in the research and production of fine spherical aluminum powder, with its products widely used in automotive coatings, new energy, military aerospace, electronic pastes, and refractory materials [4]. - The company has an annual production capacity of 25,000 tons for fine spherical aluminum powder and 6,400 tons for aluminum pigments, ranking among the top domestic enterprises [4]. - Zuxing New Materials holds 89 authorized patents, including 48 invention patents, and has established significant industry standards, enhancing its influence in the market [6]. Technological Advantages - The company has developed seven core technologies that cover the entire aluminum pigment industry chain, allowing for precise control of production processes to meet customer needs [4][6]. - Zuxing New Materials has successfully broken the monopoly of large multinational corporations in high-end products, achieving large-scale production of advanced aluminum pigments [6]. Market Positioning - The company adopts a "mid-to-high-end + differentiation" competitive strategy, focusing on high-value-added markets while avoiding the oversaturated low-end market [7]. - Its aluminum silver powder products rank second in the domestic powder coating industry, with water-based aluminum pigments reaching international advanced levels [7]. Fundraising and Growth Strategy - The IPO aims to raise 208 million yuan, which will be allocated to three strategic projects to enhance production capacity and product performance [8]. - The market for fine spherical aluminum powder is expected to grow steadily, with domestic production projected to reach 103,000 tons in 2024 [8]. Sustainability Initiatives - Zuxing New Materials is committed to green manufacturing, with its aluminum silver powder products aligning with the industry's low-carbon transformation trends [9]. - The company is also exploring applications in agriculture and self-heating materials, contributing to sustainable development [9]. Future Outlook - The successful IPO marks a new development phase for Zuxing New Materials, positioning it to expand production capacity, optimize product structure, and explore new applications in strategic industries [9].