数据印证发展潜力，产业风口已然来临。2024年我国重点特钢企业优特钢产量突破7869万吨，较2021年 增幅超三成，在高端机械制造、核能核电、船舶制造等国家战略领域，特钢产品需求持续攀升，产业发 展前景广阔。无论是展示尖端产品、寻求战略合作伙伴，还是拓展市场渠道、研判行业趋势，本次展会 都是特钢行业不容错失的年度专业平台。 选址南京，既是顺势而为，更是战略布局。长三角地区特钢产业基础雄厚，上下游企业集聚度高，形成 了完整的产业生态链。此次移师充分考虑各方诉求，亦可实现"展场与市场无缝对接"，为企业创造高效 商贸契机。依托南京作为长三角核心城市的区位优势与辐射能力，参展企业可快速触达全国核心市场， 确保参展投入转化为切实的发展效益。 展会的核心价值，不仅在于产品展示，更在于搭建思想交流与价值链接的桥梁。同期举办的中国特殊钢 产业发展高峰论坛、特钢协会会长联席会、会员大会、专家工作会议等重磅活动，将汇聚行业专家与领 军人物，围绕"卡脖子技术攻关""国产替代突破""专精特新培育""数智化转型发展"等核心议题，深入剖 析行业发展趋势，为企业发展提供专业指引。数场专业分论坛及对接活动，将聚焦细分领域需求，精准 匹配，助 ...

Market Overview - The Shanghai and Shenzhen stock indices opened lower on September 17, but began to rise after 10:30 AM, with the Shenzhen Component Index and ChiNext Index reaching new highs during the session [1] - By the midday close, the Shanghai Composite Index was at 3877.55 points, up 0.41%, with a trading volume of approximately 655.2 billion yuan; the Shenzhen Component Index was at 13197.01 points, up 1.02%, with a trading volume of about 889.4 billion yuan; the ChiNext Index was at 3140.76 points, up 1.74%, with a trading volume of around 436.3 billion yuan [1] Sector Performance - Sectors such as tourism, photolithography machines, exoskeleton robots, and NMN concepts showed strong gains at the opening [1] - By midday, sectors like diversified finance, electrical equipment, and photolithography machines led in gains, while hotel and catering, media and entertainment, and seafood sectors experienced declines [1] Investment Trends - According to China Merchants Securities, the continuous increase in financing balances, private equity fund sizes, and active individual investor accounts are key channels for new capital entering the market, with potential incremental funds estimated at 5.4 trillion yuan [2] - Citic Construction Investment highlighted that the European offshore wind power sector is expected to see a compound installation growth rate of nearly 30% from 2025 to 2030, indicating a positive outlook for project orders flowing to Chinese companies [3] Airline Industry Insights - Huatai Securities reported that the airline industry saw steady growth in supply and demand during August, with passenger load factors increasing to 86.8% [4] - Despite a decline in ticket prices earlier in the summer, there is an expectation of recovery in business travel demand in September, which may lead to improved ticket pricing [4] Government Initiatives - The State-owned Assets Supervision and Administration Commission announced that central enterprises' R&D expenditures have exceeded 1 trillion yuan for three consecutive years, with a focus on strategic emerging industries [5] - The National Internet Information Office emphasized the need for leading companies to take responsibility for key technology breakthroughs, particularly in chip development, to overcome monopolies [6]

Core Viewpoint - The meeting highlighted the shift in cybersecurity demand from "compliance-driven" to "risk-driven," emphasizing the need for collaboration among industry stakeholders to enhance cybersecurity capabilities and support high-quality industry development [1][2]. Group 1: Industry Transformation - The industry is urged to provide substantial support for transformation, creating a better policy environment for cybersecurity companies [1]. - Leading companies are encouraged to take responsibility for tackling critical technologies, particularly in areas like chip development, to break monopolies [1]. - Collaboration with educational institutions is essential to form innovation alliances aimed at developing self-controlled secure chips [1]. Group 2: Enhancing Cybersecurity Capabilities - Small and medium enterprises are to be supported in improving their cybersecurity capabilities through mentorship and collaboration with larger firms [1]. - Industry associations are tasked with optimizing communication mechanisms by building a cybersecurity talent pool and establishing threat intelligence sharing [1]. Group 3: Key Discussions - Representatives from 16 major companies discussed three main topics: key elements of transformation, addressing industry competition, and assisting companies in international expansion [1].

Core Viewpoint - The "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" aims to enhance China's gold resource security and innovation levels, targeting a 5% to 10% increase in gold resources and over 5% growth in gold and silver production by 2027 [1][2]. Group 1: Industry Development Goals - By 2027, the plan aims to break through key common technologies and equipment, significantly enhancing the supply capacity of high-end new materials for gold and silver in sectors such as new-generation electronic information, aerospace, high-end medical devices, and new energy [2]. - The plan is expected to drive qualitative leaps in the gold industry through tackling "bottleneck" technologies, equipment upgrades, and digital transformation, ultimately promoting high-quality development [2][3]. Group 2: Technological and Structural Innovations - The plan emphasizes improving technological innovation levels and promoting the transformation and upgrading of the gold industry, including advancements in deep well exploration, green efficient smelting, and the development of high-end new materials [1][2]. - It aims to establish a self-controlled resource security system through innovation-driven strategies, facilitating a deep transformation from scale expansion to quality and efficiency [2]. Group 3: Collaborative Governance and Policy Integration - The plan is a collaborative effort from nine departments, breaking the "multiple management" pattern and integrating resources across various sectors, thus addressing bottlenecks in the entire industry chain from exploration to recycling [3]. - The successful implementation of the plan relies on cooperation among government, enterprises, and industry associations, providing a clear roadmap for the gold industry's development over the next three years [3]. Group 4: Current Industry Landscape - China has rapidly developed into the world's largest gold producer and consumer, with a gold production of 377 tons in 2024, maintaining the global lead for 18 consecutive years, and a consumption of 985 tons, leading for 12 years [3]. - Despite this growth, the industry faces challenges such as insufficient resource security and the inability of key technologies and equipment to meet demand [3].