Core Viewpoint - Jiangfeng Electronics (300666) focuses on ultra-pure materials and sputtering targets for large-scale integrated circuit manufacturing, achieving significant technological breakthroughs and establishing a production base with complete independent intellectual property rights [1] Group 1: Company Achievements - Jiangfeng Electronics has industrialized a full range of advanced targets including ultra-pure aluminum, titanium, tantalum, copper, manganese, and cobalt, reaching globally leading processes and exporting extensively [1] - The company has become a major supplier for many internationally renowned wafer manufacturing enterprises, ensuring China's chip industry meets the demand for ultra-pure materials and transforming the reliance on imports into a competitive advantage [1] Group 2: Strategic Contributions - Jiangfeng Electronics has undertaken multiple national strategic development research and industrialization projects, including the National 02 Major Special Project and the National 863 Major Special Project, promoting the localization of key materials [1] - The company is actively developing new technologies to address shortcomings and has laid out plans in the semiconductor precision components sector, producing over 40,000 product types and contributing significantly to the localization of components for process equipment [1]

转自：证券时报 2025年9月，由盛景微参与研制的国内首套露天矿全无线爆破系统成功应用。该系统实现了从地表到炮 孔的全域无线起爆，攻克了无线信号穿透复杂介质的核心技术壁垒，彻底摆脱了对传统线缆的依赖，填 补了国内技术空白。盛景微依托其高性能、低功耗的专用芯片优势，以及省级工程技术研究中心和 CNAS认证实验室等平台，将技术实力成功转化为在工业安全、地质勘探等多领域广泛应用的产品矩 阵，其电子雷管核心模块已在国内市场占据领先地位。 人民财讯10月7日电，盛景微凭借其在工业电子雷管核心控制组件与专用芯片领域的技术深耕，正不断 以创新实力驱动产业升级。 ...

Core Insights - Sanfu New Technology is one of the few domestic providers with integrated surface engineering solutions, capable of collaborative R&D across chemicals and equipment [1] Group 1: Electronic Sector - The company offers advanced chemicals and supporting equipment for PCB and semiconductor processes, including horizontal copper plating, pulse plating, and chemical nickel-gold [1] - Its PCB-specific chemicals and copper foil production equipment are utilized in the manufacturing of AI server boards [1] - The company's eco-friendly tin/nickel products for semiconductor passive components are experiencing rapid growth, serving multiple semiconductor listed companies in mainland China and Hong Kong [1] Group 2: New Energy Sector - The company has innovated a one-step wet composite copper foil preparation solution, which boasts high efficiency, high yield, and low cost advantages [1] - This solution is currently in the testing and equipment delivery phase with several clients and is advancing industrialization projects in locations like Longnan, Jiangxi [1] - The technology supports the development of high-safety power batteries, energy storage batteries, and consumer batteries [1] Group 3: Automotive and Steel Industries - The company has independently developed technologies that break foreign monopolies, with a full-line plastic electroplating solution successfully implemented in a large auto parts enterprise in Uzbekistan [1] - The MSA high-speed tin plating technology has achieved large-scale application in domestic steel mills and has been successfully exported to core steel enterprises in Belarus [1] - The company is promoting its independent technologies on an international scale [1] Group 4: Environmental Initiatives - The company is actively promoting clean production processes in the industry, featuring cyanide-free copper, silver, and zinc electroplating technologies [2] - It offers industrial cleaning products that are phosphorus-free, low COD, and low ammonia nitrogen, along with photovoltaic nano self-cleaning technology [2] - These solutions have achieved large-scale application in the industry, aiding in the green transformation of the sector [2]

容百科技讲始终加大自主研发投入，引领全球新能源材料技术的持续发展突破。 人民财讯10月6日电，过去三年间，容百科技专利申请量从602项增长到1401项，增长率达248%；发明 专利申请量从200余项增加到近800项，增长近4倍。在固态电池、钠离子电池、富锂锰基、尖晶石镍锰 等前沿技术领域累计60余件发明专利授权，授权率超过95%。全球化布局同步加速，PCT专利族突破60 族，覆盖美日欧等15国，海外专利储备超145项。 今年以来，容百科技在聚阴离子材料的压实密度、容量及倍率性能等关键指标上取得重大突破，产品循 环寿命超过10000次，即使在-30℃的极端低温环境下，仍能保持较高放电容量，整体性能达到行业先进 水平，并且聚阴离子材料成本较现阶段锂电可降低20%-30%，进一步加速钠电商业化进程。同时，容百 科技发明的"一种硫化锂的制备方法及硫化锂"专利，采用创新工艺路径，大幅提升材料纯度与制备效 率，为固态电池产业化落地提供关键材料保障；"一种复合正极材料及其制备方法和应用"专利，通过结 构设计与材料体系优化，显著提高电池能量密度与循环性能，满足市场对高性能电池的需求。 ...

材料技术方面，攻克了超细粉体分散、粉体表面修饰、精细成分掺杂改性等关键材料技术，实现8项关 键材料的开发应用，保障关键材料自主供应。装备技术方面，协同开发高端MLCC设备，关键指标达国 际先进水平，打破国外垄断。工艺产品方面，掌握1μm超薄膜流延、1000层精密叠层等核心技术，AI服 务器用MLCC容量达220μF，车规产品温度及电压性能实现国内首发；攻克了贱金属厚膜电阻精密氛围 烧结与异质界面控制技术，极大降低产品成本，车规高压电阻通过AEC-Q200认证并成功导入新能源车 供应链；车规一体成型电感、共模电感、PoC电感、合金电感等多款电感产品完成研发并推进量产。通 过全链条创新，风华高科正推动国产产业链整体升级。目前AI服务器用极限高容MLCC、车规高压电阻 等产品已批量供货头部企业，AI算力、储能、低空经济等新兴市场板块销售额持续突破。风华高科正 以创新之火点燃中国智造的星辰大海，为全球电子产业链注入澎湃的"中国芯"动力。 人民财讯10月6日电，风华高科构建起"材料—工艺—装备—产品"全链条创新体系，近年在关键材料国 产化与高端装备自主化领域取得系列突破性进展。 转自：证券时报 ...

截至2025年8月31日，公司申请专利760件，发明专利占比59%。 人民财讯10月4日电，亚辉龙现设立六大研发中心及湖南湘潭生产基地，承担多项国家及省市重大科技 项目。其中，"高性能免疫现场快速检测系统研发"项目被列为"十四五"国家重点研发计划专项。项目针 对全血样本现场检测反应体系复杂干扰多，检测结果精度差灵敏度低，化学发光步骤/指标多、检测时 间长等临床问题，开发现场快速免疫检测系统。项目成立以来申请发明专利18项，已获取心肌标志物复 合质控品注册证。 公司重视产学研合作，与北京大学、中国科学院等高校及多所知名科研院所建立联合实验室，共同培养 高层次专业人才，推动体外诊断领域技术进步，为全球生命健康事业贡献中国智慧。 ...

Core Viewpoint - Zhaowei Electromechanical has developed a high-performance planetary gearbox series (SMDφ4～42mm) that works in conjunction with the new MC series brushless hollow cup motors, providing a compact and efficient micro-drive solution [1] Group 1: Product Features - The new 4mm brushless hollow cup motor can reach speeds of up to 100,000 rpm, and when paired with the gearbox, it offers flexible reduction ratios from 3.9:1 to 1526:1 [1] - The product boasts advantages such as small size, high torque density, low noise, precise control, and long lifespan [1] Group 2: Applications and Market Impact - Zhaowei Electromechanical's products are deeply applied in strategic emerging fields such as humanoid robots, high-end medical equipment, and aerospace [1] - The technology breakthrough helps support the intelligent upgrade of high-end equipment, overcoming foreign technological bottlenecks [1]

Core Insights - The company focuses on two core businesses: lithium battery anode materials and polarizers, contributing to the development of the new energy and new display industries [1] Group 1: Lithium Battery Anode Materials - The company’s 6C products are currently in mass supply to consumer and power sectors, leading in market share [1] - To address the challenges of silicon-based material expansion and fast charging limitations, the company has developed a new CVD silicon-carbon anode using gas-phase nanotechnology to control silicon particle size, suppress expansion, and enhance cycling performance [1] - The company has introduced ultra-long cycle graphite, utilizing non-stop graphitization technology to form a super-crystal wave structure, significantly improving material compression and expansion resistance, supporting battery cell cycle life exceeding 15,000 times, and meeting energy storage market demands [1] Group 2: Polarizers - The company holds over 1,800 patents covering global markets including China, Japan, South Korea, and Europe [1] - Through a combination of independent research and acquisition integration, the company has achieved a technological leap from LCD polarizers to a dual-category of "LCD + OLED" [1]

转自：证券时报 目前，新品五轴车铣复合加工中心KMU180T已投入民航大飞机航空发动机加工，六轴五联动整体叶盘 铣削加工中心获小批量订单。在研新品大小翻板铣削加工中心用于飞机结构件加工，进入应用验证阶 段。 人民财讯10月1日电，科德数控是中国本土专业化高档数控系统和关键功能部件的完整产业制造商；是 国内制造类企业中，实现"机床和控制、反馈装置及电机一体化"的知名供应商；凭借高度专业自主化程 度，目前科德已经成长为国内颇具规模的五轴装备产销基地。 2025年6月，科德数控与沈阳航产、沈飞民机组建国内首个完全基于国产五轴数控机床的"大飞机结构件 工艺验证中试基地"，着力破解民用大飞机、无人机复杂结构件从研发到量产的核心瓶颈，对保障国防 军工与高端装备供应链安全具有战略意义。 ...

Core Insights - Hongyuan Pharmaceutical (301246) invests nearly 70 million yuan annually in R&D and collaborates deeply with universities such as Fudan University and Wuhan University, establishing a comprehensive innovation system [1] - The company holds 65 patents, including 57 invention patents, and has received multiple provincial science and technology progress awards for its innovative processes [1] - In the pharmaceutical sector, Hongyuan has built a complete industrial chain covering nitroimidazole antibacterial drugs, becoming a major global supplier with leading market share in core products [1] - In the new energy sector, the company has developed a "rheological reverse reaction method for preparing lithium hexafluorophosphate" in collaboration with Wuhan University, achieving international advanced levels and becoming a supplier for BYD (002594) [1] - Hongyuan is advancing its "third-generation" lithium hexafluorophosphate technology and is scaling up a 6000-ton high-purity crystal project, which is expected to enhance its market share in the electrolyte sector upon production [1]