国产"育种"如何守护"中国饭碗"？芯片、高端制造设备、生物医药等领域怎样突破"卡脖子"难题？ 10月15日，首都产业一线科技人才走进中央美术学院（北京市供图） 接力攻坚"卡脖子"，苦干凝练"中国方案" 来自某稀土公司高级工程师李特狄（化名）所在的科研团队将南方绵延起伏的矿山当成了自己 的"家"。 然而，新技术的突破向来不是在"锦上添花"的地方，而是在"难啃的硬骨头"上扎根生长。曾几何 时，受制于常规工艺回收率偏低、产生大量废水和放射性废渣等原因，我国不少中重稀土矿山被迫停 产，原料供应严重不足。 "中国稀土工业从无到有、从小到大、从弱到强，离不开几代稀土人的坚守与奉献。"李特狄说，为 了加速绿色高效新工艺的工业应用，他与同事们接过"接力棒"继续扎根在矿山现场。"经常几个工程同 时实施，在矿山一待就是两三百天，夏天衣服湿了又干、干了又湿，冬天即使裹着棉服也冻得瑟瑟发 抖，晚上住在临时板房里写报告、睡觉，时常受到蛇蚁、蚊虫的骚扰和叮咬；有的矿山常年没有网络信 号，无法正常联系到家人，回家时年幼子女甚至认为是陌生人，一抱就哭……" 讲到动情处，李特狄的声音哽咽，台下师生也为之动容：有人摘下眼镜擦拭红了的眼角，有人挺 ...

Core Viewpoint - High-speed resin, a core material for printed circuit boards (PCBs), is experiencing significant growth and opportunities for import substitution in the market [1][3]. Company Performance - In the first half of this year, the revenue from high-speed resin business of Dongcai Technology increased by approximately 123% year-on-year to nearly 250 million yuan, contributing to an overall gross margin increase of about 8 percentage points to 19.96% in the electronic materials segment [1]. - The company has seen substantial growth in its electronic materials business, with revenues projected to reach 1.07 billion yuan in 2024, up from 780 million yuan in 2022 and 820 million yuan in 2023 [7]. Product Development - Dongcai Technology has developed high-end M9-level hydrocarbon resin with a dielectric loss (Df) reduced to approximately 0.0005, which has passed rigorous testing and is now in mass production [1]. - The company is also advancing its M10-level hydrocarbon resin, achieving a Df of about 0.00035, with samples sent to end customers for testing [5]. Market Outlook - The global market for high-speed resin used in servers is estimated to reach approximately 2 billion yuan in 2025 and is expected to grow rapidly to between 5 billion and 8 billion yuan by 2026, indicating a significant acceleration in industry demand [3]. - The M9-level hydrocarbon resin is anticipated to reach an annual demand of around 1,000 tons once the market matures, while the M10-level product is expected to have considerable growth potential [6]. Diversification and Strategic Positioning - Dongcai Technology has diversified its product offerings beyond electrical insulation materials to include new energy materials, optical film materials, and electronic materials, with each segment contributing approximately 9.1%, 27.3%, 26.2%, and 28.3% to total revenue, respectively [8]. - The company has positioned itself as a leading domestic manufacturer of optical base films, with revenue from optical film materials increasing by 25.1% year-on-year to 640 million yuan in the first half of this year [9]. R&D and Strategic Initiatives - The company emphasizes forward-looking strategic planning and strong R&D investment as key factors for its success in navigating market challenges and filling domestic market gaps in critical materials [12].

Group 1 - The event held in Foshan on September 27, 2025, facilitated face-to-face discussions between 24 promising startup projects seeking funding and 12 well-known investment institutions, resulting in a total intended investment amount of 185 million yuan [2][5][12] - The projects presented at the event spanned various sectors, including new materials, renewable energy, artificial intelligence, healthcare, equipment manufacturing, aerospace, military, and modern services, focusing on strategic emerging industries with innovative technologies [5][12] - The event utilized an efficient "5+5+1" format, allowing for quick project introductions, discussions, and expressions of investment interest, which led to significant capital attention for many startups [5][12] Group 2 - The "next-generation strategic emerging high-end membrane materials" project attracted interest from six investment institutions, with the highest intended investment amount reaching 90 million yuan, contributing to a total of 185 million yuan in intended investments [12] - The "multi-loop feedback puncture intervention surgery control system" project received interest from three investment institutions, with a maximum intended investment of 50 million yuan, totaling 85 million yuan [12] - The "precise fluid control technology for dual-use industrialization" project garnered a maximum intended investment of 40 million yuan, highlighting the effectiveness of the direct engagement format for startups [12]

Core Viewpoint - The successful development of the 36,000-ton vertical extrusion press by China North Heavy Industries Group represents a significant breakthrough in China's high-end manufacturing capabilities, overcoming previous reliance on foreign technology and equipment [1][5][7]. Group 1: Challenges in High-End Manufacturing - In 2006, China's high-end manufacturing faced significant challenges, particularly in the production of large, complex components required for major national projects, which were largely dependent on foreign technology [2][3]. - The lack of domestic manufacturing capabilities and reliance on a 3,150-ton horizontal extrusion press highlighted the "bottleneck" issues in the industry [2]. Group 2: Development Journey - The development of the 36,000-ton vertical extrusion press was led by Lei Bingwang, who faced numerous challenges including a lack of technical solutions, manufacturing capabilities, and experience [3][4]. - The project involved innovative design and manufacturing techniques, aiming for a maximum extrusion pressure of 36,000 tons and a pipe diameter of 1.2 meters, marking a significant technical challenge [3][4]. Group 3: Achievements and Impact - The extrusion press successfully completed its first hot test in July 2009, producing seamless steel pipes with an outer diameter of 700 mm and a wall thickness of 100 mm, breaking the long-standing foreign monopoly [5]. - The press has been in stable operation for 15 years, achieving an annual working time of 8,200 hours and is recognized as a leading technology in the industry [5][6]. - The production line has significantly contributed to the domestic market, with P92 steel pipes being used in 85% of new ultra-supercritical thermal power units in the last three years [6]. Group 4: Future Directions - The successful development of the extrusion press is just the beginning; the focus is now on high-quality, low-consumption production techniques to enhance competitiveness against foreign pricing [6]. - Innovations in manufacturing technologies for high-performance, low-cost products are underway, including breakthroughs in G115 martensitic steel and support for major national engineering projects [6].

Core Viewpoint - The new materials industry in China is experiencing significant innovation and development, contributing to the country's economic growth and technological independence [1][2]. Group 1: Industry Development - The new materials sector is crucial for addressing "bottleneck" technologies and supporting the development of major national projects, receiving high-level attention and strategic planning from the government [2][6]. - In January 2024, the Ministry of Industry and Information Technology and six other departments issued guidelines emphasizing "future materials" as a key area for innovation and development [2]. - A number of listed companies in Shenzhen are focusing on critical areas such as carbon fiber, rare earth permanent magnets, and high-end special steel, aiming to build a self-sufficient industrial ecosystem [2][3]. Group 2: Company Examples - Weihai Guangwei Composite Materials Co., Ltd. has achieved full domestic production of carbon fiber, breaking international monopolies and expanding into new applications through significant R&D investment [3][4]. - Jiangxi Jinli Permanent Magnet Technology Co., Ltd. leads in high-performance neodymium-iron-boron production and has strategically entered the robotics rotor business, leveraging patents and equity incentives for material upgrades [3]. - CITIC Pacific Special Steel Group has developed a range of special steel products and is committed to green and low-carbon practices, contributing to the industry's advancement [3]. Group 3: Capital Market Support - The capital market plays a vital role in supporting new materials companies in overcoming technical challenges and expanding their scale, acting as a "booster" and "incubator" for the industry [6][7]. - Jinli Permanent Magnet has utilized capital market resources for strategic acquisitions, enhancing its supply chain and ensuring sustainable development [6]. - CITIC Special Steel has raised funds through convertible bonds to support key projects aimed at optimizing its product system and enhancing competitiveness in the high-end steel market [6][7]. Group 4: Future Outlook - Companies are committed to leveraging diverse capital market tools to empower technological innovation and industrial upgrades, aiming for breakthroughs in "bottleneck" technologies and enhancing global competitiveness [7]. - The focus on green and intelligent manufacturing, along with the pursuit of differentiated product advantages, is expected to strengthen the resilience and core competitiveness of companies in the new materials sector [7].

Group 1 - The company plans to utilize remaining funds from a terminated fundraising project to implement new investment projects, including a 200,000-ton nylon 6 chip project and a 50,000-ton/year adiponitrile project [1] - The adiponitrile project will involve the construction of key production facilities and auxiliary projects, with a total planned construction period of 3 years, and is expected to reach operational status by the end of December 2025 [1][2] - The company aims to address the domestic production of adiponitrile, which has been reliant on imports, thereby enhancing its supply chain and reducing dependency on foreign products [2] Group 2 - The nylon 6 chip project will include the construction of three advanced continuous polymerization production lines and a special nylon new product development line, targeting high-quality differentiated nylon 6 chips [3] - The project will adopt advanced imported technology and aims to produce high-value-added nylon 6 products for various applications, including automotive, home appliances, and medical fields [3] - The establishment of this project aligns with the city's initiative to develop a comprehensive nylon industry chain, enhancing the overall industrial ecosystem in the region [3]