近日，湖北兴福电子以4626.78万元收购湖北三峡实验室重大科技成果"光刻胶用光引发剂制备专有技术 及实验设备所有权"。这项半导体领域"卡脖子"技术走向市场后，将打破该材料长期被境外企业垄断的 局面。 湖北三峡实验室光引发剂项目研发负责人介绍，此次转让的成果G/I线光刻胶用光引发剂的关键技术， 主要用于芯片和显示领域。 兴福电子提出研发需求意向后，三峡实验室当即决定开展光引发剂关键技术的攻关。"面向产业需求做 研发，本就是湖北实验室的特色和使命。"池汝安说。 在历经三年研发攻坚后，今年5月，上海一家光刻胶龙头企业回复三峡实验室："送样各项指标与国外进 口厂商达到同一水平。"随后，中试样品在多家光刻胶企业都通过了初轮验证，相关技术终于具备产业 化条件。 池汝安介绍，该成果已进入产业化前期阶段，投产后将成为湖北第一条光刻胶用光引发剂生产线，对我 国光刻胶产业发展将起到积极作用。 据了解，兴福电子已启动相关产业化项目建设，建成后将成为全省第一条光刻胶用光引发剂生产线，同 时，该项目将与湖北省下游光刻胶生产企业及存储芯片制造企业等形成联动，进一步打通技术成果 从"实验室"到"生产线"的堵点，构建起"上游材料—中游光刻 ...

"卡脖子"技术攻坚突破往往产生连锁效应。丹阳慧创医疗设备有限公司汪待发团队攻克亚洲人黑头 发覆盖脑区快速精准成像的世界难题，突破性地实现动态场景下的全脑皮层成像。以慧创医疗牵头，国 家神经疾病医学中心（宣武医院）认知障碍专科联盟丹阳中心启动建设，致力建成国内领先的认知障碍 脑机接口临床研究中心，牵引颠覆性脑机接口产品研究和产业转化。 据统计，3年来，全市像同立橡胶、慧创医疗这样通过直接或间接方式持续破解技术瓶颈项目达107 项，涵盖高端装备制造、新材料、生物医药、新一代信息技术等关键领域。引导资金激发企业加大研发 投入、攻克核心技术的内生动力，形成了"揭榜一个、带动一片、提升群链"的良性循环。 市科技局负责人表示，"揭榜挂帅"机制的核心在于以市场需求为导向，以解决问题为衡量标准，打 破传统科研项目的组织管理方式。未来，我市将继续优化这一机制，强化金融、人才等政策协同，全力 打通从技术需求对接、到联合攻关、再到成果转化的"最后一公里"，加速攻坚阻碍产业提档升级的"卡 脖子"难题，为产业强市注入强劲动能。（记者 陈志奎 通讯员 马弋 应东昊） 3年前《镇江市企业科技攻关（揭榜挂帅）引导资金奖补实施办法》实施，我市 ...

在上海电气电站设备有限公司上海汽轮机厂（以下简称上海汽轮机厂）厂房中，一根直径超三米的转子 正处于组装关键阶段。叶片上灰黄色的陶瓷涂层，能抵御1400℃的极端高温——比纯金熔点高出约 300℃，为这台"大国重器"筑起坚甲。12月26日，"首台国产300MW级F级重型燃气轮机制造工艺技术开 发与应用"项目荣获上海产学研合作优秀项目特等奖，标志着我国在重型燃气轮机核心制造技术领域实 现了从"跟跑"到"并跑"的跨越。 作为能源领域核心动力设备，重型燃气轮机由5万余个零部件构成，广泛应用于地面发电与电网调峰， 其单台套设备在燃—煤联合循环形式下，每小时发电量约45万度，其能源利用效率接近60%，而传统燃 煤电厂效率仅为45%左右。 然而，这项尖端技术曾长期被GE、西门子、三菱重工等国际巨头垄断。2018年，重型燃气轮机仍位列 我国35项"卡脖子"关键技术清单。作为我国首次自主研制的最大功率、最高技术等级的重型燃气轮机， 其研制之路充满挑战。上海汽轮机厂承担首台样机总装制造任务，通过协同多家高校与企业，分解攻关 制造过程中的多学科交叉难题，既填补了多项技术空白，也推动了行业整体创新能力提升。 从"一穷二白"开始，攻坚9 ...

本报记者 杜雨萌 本报记者 杜雨萌 近日，国务院国资委党委书记、主任张玉卓在接受媒体采访时表示，面向"十五五"，国资央企将积极承 担国家科技重大任务，努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破，特别是在投入大、周 期长，其他企业缺乏意愿或能力的领域，不讲条件担负起"根技术"、关键共性技术供给责任，产出更多 原创性引领性成果，从源头和底层解决问题。 近日，国务院国资委党委书记、主任张玉卓在接受媒体采访时表示，面向"十五五"，国资央企将积极承 担国家科技重大任务，努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破，特别是在投入大、周 期长，其他企业缺乏意愿或能力的领域，不讲条件担负起"根技术"、关键共性技术供给责任，产出更多 原创性引领性成果，从源头和底层解决问题。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》， 就"建设现代化产业体系，巩固壮大实体经济根基"作了专章部署。 谈及"十五五"时期国资央企优化产业布局有哪些新思路，张玉卓表示，"十五五"时期，国务院国资委将 指导推动央企进一步聚焦主责主业、发展实体经济，推动产业体系不断向高附加值、高技术含量的方向 ...

"我们主导研制的CXPD（宇宙X射线偏振探测）立方星搭乘火箭在酒泉卫星发射中心发射成功了。"面 对记者采访，广西大学物理科学与工程技术学院培养的博士研究生封焕波难掩激动的心情。随着首批数 据的顺利传回，这意味着我国在伽马暴等暂现源X射线偏振观测迈出了关键的一步。 这项"从0到1"科技创新成果突破的背后，是一支来自祖国南疆高校的青年科研生力军。广西大学物理学 科正以"战略需求+学科前沿"的双融育人模式，培养出一批胸怀家国、投身"卡脖子"技术攻坚的物理拔 尖人才。 从"发展需要"到"我的课题" 从"单兵作战"到"联合冲锋" "我有两位导师，一位在广西大学，一位在北京纳米能源所。"孟佳同学说。通过"双师课堂"和共享科研 平台，她得以站在世界科技前沿，接受以创新能力为核心的科研"实战"锤炼。 广西大学物理学科构建的，是一个开放的"创新生态"。 要培养学生的创新能力，机制创新是关键。广西大学物理学科通过课程体系创新、名师授课引领、科教 融合培养、工程实战锤炼，提升学生"从0到1"的原始创新能力。 不止于此，广西大学物理学科内，还建有广西相对论天体物理重大科创基地、广西大学—国家天文台天 体物理研究中心、广西大学—中国科 ...

证券日报网讯12月4日，艾森股份在互动平台回答投资者提问时表示，公司稳扎稳打提升盈利能力，并 积极布局尖端"卡脖子"产品，近年来从多款产品率先取得国产突破，在半导体电镀及光刻环节实现矩阵 布局，与客户形成了稳固的战略合作关系。未来公司将持续优化产品结构及性能，以满足行业对更高精 度、更稳定制程的要求，持续扩大在客户端的市场份额。 ...

Core Insights - The U.S. has successfully produced its first rare earth magnet in 25 years, marking a significant step towards reducing dependence on China for supply chains [1][2] - The announcement reflects a broader strategy to regain control over critical resources, with plans to expand production capabilities in various materials beyond rare earths [3] Group 1: U.S. Rare Earth Production - U.S. Treasury Secretary Besant expressed excitement over the production of the first domestically made rare earth magnet, indicating a shift away from reliance on China [1] - The production is linked to the establishment of a new processing center by eVACMagnetics in South Carolina, which is pivotal for U.S. independence in rare earth materials [3] Group 2: Historical Context and Implications - The U.S. has faced significant challenges in its rare earth supply chain, highlighted by previous tariffs and investigations against China, culminating in a recent export ban by China [1][2] - The ownership of the Mountain Pass mine, the only active rare earth mine in the U.S., remains with Shenghe Resources, which holds a 9.99% stake acquired in 2017 for approximately $110.98 [2] Group 3: Future Outlook - The U.S. economy is showing signs of recovery despite various challenges, and the production of rare earth magnets is seen as the beginning of a broader initiative to secure other critical materials like gallium, germanium, graphite, and fluorite [3] - The U.S. manufacturing sector is expected to experience significant growth in 2026 and 2027, driven by advancements in domestic production capabilities [3]

Core Viewpoint - The State Council has issued measures to stimulate private investment, highlighting 13 targeted policy initiatives to enhance the role of private capital in China's economic development [1][2]. Group 1: Expansion of Access - Encouragement for private capital participation in key sectors like railways and nuclear power, with specified shareholding requirements [1] - Support for private investment in smaller urban infrastructure projects with profit potential [1] - Promotion of private capital involvement in low-altitude economy and commercial space sectors [1] Group 2: Addressing Bottlenecks - Protection of private enterprises' rights in areas such as electricity grid access and oil and gas pipeline usage [2] - Support for the establishment of major pilot platforms by private enterprises to enhance industry influence [2] - Encouragement for digital empowerment initiatives for small and medium-sized enterprises (SMEs) [2] Group 3: Strengthening Support - Increased financial support for eligible private investment projects through central budget investments and new policy financial tools [3] - Banks are required to set annual service targets for private enterprises to meet their reasonable credit needs [3] - Promotion of real estate investment trusts (REITs) for private investment projects in infrastructure to enhance liquidity [3] Group 4: Quality Development - Emphasis on the need for local governments to provide better services and guidance for private investment [4] - Development of a long-term mechanism combining legal protection, policy incentives, and optimized services for private capital [4] - The measures signal a strong commitment to supporting the growth of the private economy, aiming for high-quality economic development [4]

Group 1 - The core viewpoint is that China has effectively navigated external technological blockades by leveraging a unified domestic market, which has provided a robust platform for businesses to pivot towards internal sales and stabilize operations [1][10] - The domestic consumption market has significantly contributed to economic growth, with an average contribution rate of 56.2% over the past four years, and the retail sales of social consumer goods have surpassed that of the United States by 1.6 times when adjusted for purchasing power [3][4] - The reduction in logistics costs has been substantial, with the ratio of total social logistics costs to GDP expected to drop to 14% by mid-2025, saving over 130 billion yuan compared to the previous year [4] Group 2 - The implementation of a "dispersed evaluation" model in Henan has reduced cross-regional logistics trips by 90%, leading to a transaction volume exceeding 20 billion yuan in 2024 [5] - The simplification of administrative processes has been evident, with businesses experiencing significant reductions in operational burdens, such as a restaurant in Beijing becoming the first individual business to change operators without the need for re-registration [7] - The removal of 4,218 regulations that hinder fair competition has streamlined market access, reducing the negative list from 117 to 106 items, thereby facilitating a more efficient market environment [9][10] Group 3 - The establishment of a unified market framework has enhanced regional cooperation, with credit data sharing across regions allowing businesses to operate without redundant reporting [11][14] - Foreign investments are increasing, with companies like Valeo and Sanofi committing significant resources to projects in China, indicating confidence in the stability of the supply chain and unified regulations [13] - The development of five regional credit cooperation frameworks has improved regulatory communication and data sharing, enhancing consumer confidence in online shopping [14][16]

Group 1 - China's recent export controls on rare earths have prompted the U.S. to threaten a 500% tariff increase [1][2] - China holds approximately 33% of the world's rare earth reserves and is the largest producer, accounting for 70% of global output in 2024 [2][10] - The U.S. relies on China for rare earths not due to quality but because of China's superior extraction and processing technology [3][10] Group 2 - Rare earths are strategically valuable due to their unique properties and applications in various industries, including electronics, military, and renewable energy [5][30] - Despite the name "rare," rare earth elements are not scarce and are found in several countries, including the U.S., Brazil, Canada, and Russia [7][8] - The U.S. is projected to produce 45,000 tons of rare earths in 2024, representing 11.5% of global production, but still imports heavily from China due to processing advantages [10][12] Group 3 - China's rare earth industry has developed a complete processing chain, controlling over 90% of global processing capacity [12][27] - The extraction of rare earth elements is complex, requiring advanced technology to achieve high purity, which China has successfully developed since the 1970s [14][24] - The breakthrough in extraction technology in China, particularly the "new staged extraction method," has allowed for significant advancements in production efficiency and purity [23][27] Group 4 - China's focus on environmental protection and industry consolidation has further strengthened its position in the rare earth market [27][30] - The cost of processed rare earths exported from China is significantly lower than that of Western countries, making it difficult for them to compete [30][34] - The core issue in the U.S.-China trade dynamics is not merely resource availability but the technological capabilities that underpin production [36][37] Group 5 - In addition to rare earths, China is also a dominant player in the copper industry, with significant production capabilities [30][32] - The development of copper processing technology in China mirrors that of rare earths, leading to a reliance on Chinese imports despite the U.S. having its own production capacity [32][34] - The overarching theme is that technological superiority is the key factor in maintaining competitive advantage in both rare earths and copper industries [34][36]