站长之家（ChinaZ.com）1月8日 消息:昨日i晚间，雷军再度开启直播，此次直播预计持续2小时。直播 中，雷军不仅会畅聊新一代SU7相关话题，更将直面回应外界的一些质疑。 直播伊始，雷军便迅速切入重点，针对超强钢是否自研这一备受关注的问题作出回应，并当场晒出专利 证书。他明确否认该技术源自供应商，称这是小米联合东北大学王国栋院士团队、育材堂共同研发 的"2200MPa热成型钢制备工艺"，还公开了专利号，强调该信息可在国家知识产权相关网站上公开查 询。"所以大家不要无端指责说这是供应商技术，这是小米联合研发的先进材料。"雷军如此说道。 雷军在直播中着重强调:"专利是技术的身份证，2200MPa不是宣传噱头，而是经过研发、测试、量产验 证的真实能力，欢迎行业内外随时取样检测。" 此次公开的专利证书详细记录了技术细节。该超强钢采用"多道次淬火 低温回火"工艺，在确保材料延 展性的同时，将抗拉强度大幅提升至2200MPa。与行业主流的1500MPa高强钢相比，使用这种超强钢的 前门承重能力提升了52.4%，B柱抗冲击性能提升了70.5%。证书中还明确标注，该材料已应用于小米 YU7的A柱、B柱及四门防撞梁等关键 ...

专题：雷军2026年首场直播，现场拆车 专题：雷军2026年首场直播，现场拆车 新浪合作大平台期货开户 安全快捷有保障 新浪科技讯 1月3日晚间消息，小米集团创始人、董事长、CEO雷军今日举行2026年第一场直播，现场 直播工程师拆车小米YU7。 小米汽车副总裁李肖爽在直播中提到了"小米超强钢"争议，他表示，这个2200兆帕的超强钢，确实是我 们和王国栋院士团队，还有育才堂和东北大学联合研发的一个先进的材料，强度非常的高，它也是我们 小米YU7上面小米汽车率先应用。 雷军表示，小米超强钢强度是是量产车里面最高的之一，不明白怎么突然来了各种各样的质疑，这个地 方确实是如假包换，欢迎大家来拆测。（罗宁） 新浪科技讯 1月3日晚间消息，小米集团创始人、董事长、CEO雷军今日举行2026年第一场直播，现场 直播工程师拆车小米YU7。 小米汽车副总裁李肖爽在直播中提到了"小米超强钢"争议，他表示，这个2200兆帕的超强钢，确实是我 们和王国栋院士团队，还有育才堂和东北大学联合研发的一个先进的材料，强度非常的高，它也是我们 小米YU7上面小米汽车率先应用。 雷军表示，小米超强钢强度是是量产车里面最高的之一，不明白怎么突然 ...

主线的开始，Q 布和铜箔 20251222 摘要 Q 布（改良版碳金属）在性能上优于 PTFE 方案，预计将在 Ruby 系列 产品（Service Tree、Meta Pando、CPX 等基板）中量产导入，但面 临斗山和台光两种方案选择，前者易实现但性能稍逊，后者性能优越但 加工难度大。 Q 布供应链面临挑战，国内菲利华占据主导但良率低，需提升窑炉稳定 性并扩建产能；PCB 厂商需改进钻针性能以应对 Q 布高硬度，并采用超 快激光或混合方案提高加工效率。2026 年 1 月中旬将决定 Ruby 系列 能否批量使用 Q 布。 国内菲利华已量产 Q 布，海外企业多处于研发阶段，菲利华产能 70%已 被锁定。PCB 厂家使用 Q 布方案的预估良率约为 70%，主要受原材料 和钻针消耗影响。若 Q 布供应链在 2026 年 Q1 未准备好，Ruby 系列 应用可能转移到 Ultra 背板。 Q 布与 PTFE 方案可能并行，前者性能更优但供应链存在问题。高长径 比钻针与激光钻孔的瓶颈取决于具体设计，高多层板主要瓶颈在于钻针， HDR 版本则转移到激光钻孔。 Q&A 近期在 PCB 上游领域，交换托盘和正胶背板有哪 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][13][14] Core Views - The company achieved a revenue of 2.826 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 2.31%. The net profit attributable to the parent company was 306 million yuan, up 3.27% year-on-year, while the net profit after deducting non-recurring gains and losses was 292 million yuan, reflecting a 14.02% increase year-on-year [6][8][12] - The company is focusing on advanced materials research and development, aiming to become a world-class chemical materials manufacturer. Recent projects include the expansion of production capacity for photoresists and polyimides, with significant investments planned [11][12] - The company has seen a reduction in expense ratios, contributing to the growth in net profit for the first three quarters of 2025 [8][9] Summary by Sections Financial Performance - In Q3 2025, the company reported a revenue of 956 million yuan, a year-on-year increase of 18.62%, but a quarter-on-quarter decrease of 5.19%. The net profit attributable to the parent company was 87 million yuan, up 8.41% year-on-year but down 36.75% quarter-on-quarter [7][9] - The gross profit margin for Q3 2025 was 40.06%, an increase of 0.39 percentage points year-on-year and 0.29 percentage points quarter-on-quarter [7][9] Cost Management - The company reported a sales expense ratio of 3.13%, a decrease of 0.23 percentage points year-on-year. The management expense ratio was 9.20%, down 0.52 percentage points year-on-year, and the R&D expense ratio was 10.99%, down 0.20 percentage points year-on-year [8][9] Future Outlook - The company forecasts revenues of 3.884 billion yuan, 4.460 billion yuan, and 5.328 billion yuan for 2025, 2026, and 2027, respectively. The net profit attributable to the parent company is expected to be 402 million yuan, 490 million yuan, and 586 million yuan for the same years [12][13]

Group 1 - Apple announced a plan to invest $600 billion in the U.S. over the next four years to encourage global suppliers to shift key component production to the U.S. [1] - As part of this initiative, Apple will invest $2.5 billion in Corning to produce all iPhone and Apple Watch cover glass in Harrodsburg, Kentucky, marking the first time that cover glass for these products will be 100% made in the U.S. [1][3] - Corning is building the world's largest and most advanced smartphone glass production line at the Harrodsburg facility, which will be exclusively dedicated to Apple, resulting in a 50% increase in manufacturing and engineering jobs in Kentucky [3] Group 2 - Apple and Corning have been collaborating since 2007, with Corning developing and manufacturing cover glass for the first iPhone at the Harrodsburg plant [3] - The Ceramic Shield glass produced at the Harrodsburg facility is claimed to be the strongest smartphone glass currently available, a result of years of close collaboration between Apple and Corning [3] - Since establishing the Advanced Manufacturing Fund in 2017, Apple has invested nearly $500 million in Corning's operations in Kentucky and has spent billions on domestic glass procurement in the U.S. [3]

Core Viewpoint - The importance of Multi-Layer Ceramic Capacitors (MLCC), referred to as the "rice of the electronic industry," is highlighted, emphasizing the need for domestic production to reduce reliance on imports [2][7]. Group 1: Company Overview - Chaozhou Sanhuan (Group) Co., Ltd. was established in 1970 and listed on the Shenzhen Stock Exchange in 2014, focusing on advanced materials research, production, and sales [7]. - The company’s products span various applications, including communication, electronics, new energy, semiconductors, and mobile smart terminals [7]. Group 2: Technological Innovations - The company has made significant advancements in MLCC technology, achieving a breakthrough in reducing the thickness of ceramic dielectric films from 5 micrometers to 1 micrometer, with over 1,000 layers stacked [7][8]. - The thickness of 1 micrometer is compared to one-fortieth the diameter of a human hair, illustrating the technical challenges involved [8]. Group 3: Research and Development Efforts - The company invested millions in testing and analysis equipment to overcome material structure bottlenecks and ensure the stability of micro-level film formation processes [7][8]. - A dedicated team conducted extensive research to find suitable equipment capable of producing uniformly thin film layers, which is critical for product stability [8][13]. Group 4: Talent Acquisition and Support - The company emphasizes talent acquisition and retention through competitive salaries, good working conditions, and flexible policies to attract skilled professionals, including overseas students [14]. - The Chaozhou Human Resources Bureau has supported the company by establishing research platforms and funding talent initiatives, contributing 22 million yuan over the past five years to attract innovative talent [14].