通信电缆是传输电话、电报、传真文件、电视和广播节目、数据和其他电信号的电缆。由一对以上相互 绝缘的导线绞合而成。通信电缆与架空明线相比，具有通信容量大、传输稳定性高、保密性好、少受自 然条件和外部干扰影响等优点。按照线缆的型式，通信电缆可分为单导线、对称电缆、同轴电缆；按照 应用场合，通信电缆可分为长途电缆、市内电缆和局用电缆。 通信电缆的分类 二、通信电缆行业政策 内容概况：通信电缆是现代通信系统的核心基础设施，专门用于传输电信号或光信号。当前，我国正处 于5G网络深度覆盖、千兆光网加速普及以及"双千兆"网络协同发展的关键阶段，为通信电缆行业提供 了强劲的市场需求背景。根据工信部数据，截至2025年10月末，三家基础电信企业的固定互联网宽带接 入用户总数达6.97亿户，比2024年末净增2701万户。截至10月末，三家基础电信企业发展移动物联网终 端用户28.9亿户，比2024年末净增2.34亿户。互联网用户数量的持续增加和移动互联网的普及，使得数 据流量呈指数级增长，带动了通信基础设施的建设和升级，增加了对通信电缆的需求。与此同时，5G 技术的规模化商用与网络深度覆盖，需要海量的通信电缆来支撑密集的基站建 ...

转自：前瞻产业研究院 全球液压行业应用分布：工业部门应用占比相对较高 根据应用，液压元件市场细分为工业和移动领域。工业部门主要是指的是液压系统应用于固定的工业设 备和生产线上，用于驱动和控制各种工业生产过程;移动部门主要是指液压系统应用于可移动的机械设 备上。比如工程机械中的挖掘机、起重机、装载机、推土机等，农业机械中的拖拉机、收割机等，以及 叉车、高空作业车等物料搬运设备。由于液压系统在工业应用中的广泛使用、工业部门的持续增长、技 术的进步以及对工业流程安全性和精度的关注，工业领域占据了市场主导地位。此外，工业部门对安全 性和精度的重视进一步推动了对液压元件的需求。2024年全球液压行业工业部门应用占比约为56%。 全球液压行业发展历程 全球液压产业从古代的理论奠基起步，历经工业应用开启、技术不断突破、与电子技术融合以及走向智 能化等阶段，逐渐发展成为一个技术先进、应用广泛的重要产业，在全球工业发展中发挥着关键作用。 行业主要上市公司：恒立液压(601100);艾迪精密(603638);中航重机(600765);合锻智能(603011);邵阳液压 (301079)等。 本文核心内容：全球液压行业市场规模;全 ...

来源：小财米 2025年11月28日晚，证监会网站披露，同意北交所企业浙江科马摩擦材料股份有限公司向不特定合格投资者公开发行股票注册的批复。 浙江科马摩擦材料股份有限公司 科马材料主营业务为干式摩擦片及湿式纸基摩擦片的研发、生产及销售，并致力于新型摩擦材料的开发应用。 按应用领域，摩擦材料可以分为制动系摩擦材料（刹车片）和传动系摩擦材料（干式摩擦片及湿式纸基摩擦片）。刹车片用于制动，吸收动能；干式摩擦片 及湿式纸基摩擦片用于传动，传递动力。 按工作环境，摩擦材料可以分为干式摩擦材料（刹车片、干式摩擦片）和湿式摩擦材料（湿式纸基摩擦片）。干式摩擦材料指在空气中工作的摩擦材料，湿 式摩擦材料指浸泡在各类油体内工作的摩擦材料。 在全球汽车与工业装备无声却激烈的安全博弈中，摩擦材料扮演着至关重要的"守门员"角色。从汽车制动到高铁减速，从风电巨臂的锁止到工程机械的精准 操控，这块看似不起眼的材料，直接决定着移动安全与装备性能的边界。当前，这个传统而关键的行业正站在技术升级、环保变革与全球竞争的关键十字路 口。 摩擦材料行业的现状是稳健增长与结构性转型并存。据市场分析，全球摩擦材料市场规模在2024年已达到约2063.6 ...

摘要 ： 2025年11月20日，新芝生物线上发布五款新品，涵盖微生物生长分析、样本前处理及实验室静音清洗等领域，聚焦自动 化、集成化、精准化与智能化技术路径，提升实验效率与可靠性。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 2025年11月20日，新芝生物（股票代码：920685）以"大音希声 见微知著"为主题，举办线上新品发布会，集中推 出五款科研仪器，涉及微生物生长分析、样本前处理及实验室环境优化等领域。 本次发布的仪器包括： TGC-100微生物生长曲线分析仪： 宣称可解决大体积和高浓度微生物样本检测难题，支持36个样本并行实时监测， 无需稀释即可直接测量高OD值样本，自动生成生长浓度变化曲线。 静音超声波清洗机： 通过技术改进，将运行噪音控制在55分贝（接近正常交谈音量）以下，保持实验室安静的工作环境 下，提供高效的清洗、萃取、乳化功能。 从发布内容看，此次推出的新品主要围绕自动化、集成化、精准化与智能化的技术路径，着力于提升实验室样本处理与 检测环节的效率与可靠性，反映出国产科学仪器厂商在细分应用领域的持续深耕。 ↓ ↓ ...

Core Insights - The steel supply chain is facing challenges such as insufficient service innovation and weak industry chain collaboration, necessitating a push for stable operation and continuous optimization in response to macroeconomic changes and structural adjustments [1] - The company is enhancing its service capabilities by linking supply and demand, providing comprehensive services including steel sales, processing, and price risk management, while promoting digital innovation and green transformation within the supply chain [1] - The launch of the "2025 Product Category Rules (PCR)" and the release of 100 Environmental Product Declarations (EPD) reports signify a significant step towards green standardization and digital collaboration in carbon reduction within the steel industry [2] Group 1 - The steel industry is urged to strengthen collaboration across the industry chain, promote green and low-carbon transformation, and enhance intelligent manufacturing levels for sustainable development [1] - The company served over 14,000 users and sold more than 24 million tons of steel from January to October 2025, indicating robust market engagement [1] - The company is actively participating in international carbon emission accounting and cooperation, advocating for industry players to align with trends and collaborate [1] Group 2 - The steel industry's EPD platform has published a total of 300 EPD reports, marking a critical advancement in the industry's efforts towards green practices and digital collaboration [2]

Group 1 - The core viewpoint emphasizes that the ocean economy is becoming a new engine for economic growth and a new domain for technological competition, with a focus on the integration of high-end equipment manufacturing [1] - The ocean economy is projected to reach a production value of 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, and the marine manufacturing industry contributing 3 trillion yuan, indicating significant market potential [2] - The current ocean economy is transitioning from quantitative accumulation to qualitative leaps, characterized by a shift towards deep-sea development compared to traditional near-sea exploration [2] Group 2 - The industry faces challenges such as core technology monopolies, a fragmented industrial structure, and pressures from extreme environments and ecological protection in deep-sea development [2] - The company advocates for a shift from traditional "single-point technology breakthroughs" to a focus on "integration, intelligence, modularization, and low-carbon" as core principles for reshaping industrial development [2][3] - The company has achieved significant results with the "four modernizations" in its core products, including a major breakthrough in the FLNG sector, capturing approximately 30% of the global new FLNG platform market [3] Group 3 - The company has established long-term stable partnerships with international energy firms, evolving from a project participant to a co-builder of the international energy ecosystem, enhancing its market, brand, and technological capabilities [3] - The future outlook suggests that Chinese companies should not be satisfied with mere manufacturing but should extend towards the two ends of the "smile curve" by enhancing front-end design and basic research, as well as improving back-end brand value and service levels [3]

Core Insights - The ocean economy is emerging as a new engine for economic growth and a competitive frontier for technology, with a focus on the integration of high-end equipment manufacturing [1][2] - The ocean economy's production value in China is projected to reach 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, and the marine manufacturing sector contributing 3 trillion yuan [2] - The industry is transitioning from quantity accumulation to quality leap, characterized by a shift towards deep-sea development [2] Industry Development - Continuous policy support is driving the industry's growth, with the 20th National Congress of the Communist Party of China emphasizing the construction of a strong marine nation [2] - During the 14th Five-Year Plan period, China's marine engineering equipment sector leads the world in manufacturing value added, export volume, and new orders [2] Challenges and Strategies - The industry faces challenges such as core technology monopolies, a fragmented industrial structure, and pressures from extreme environments and ecological protection [2] - To overcome these challenges, the industry must adopt an integrated approach focusing on "integration, intelligence, modularization, and low carbon" [2][3] Company Achievements - The company has made significant progress in its core products, particularly in the FLNG sector, where it has delivered China's first fully autonomous FLNG, capturing approximately 30% of the global new FLNG platform market [3] - In the FPSO sector, while the company has addressed basic operational issues, it still needs to enhance brand recognition and competitiveness in the supply chain [3] Future Outlook - The company aims to extend its capabilities along the "smile curve" by enhancing front-end design and basic research, as well as improving back-end brand value and service levels [3] - Emphasizing innovation-driven growth is essential for elevating the overall value chain of the marine high-end equipment manufacturing sector, positioning it as a national asset for building a strong marine nation [3]

Core Insights - The ocean economy is emerging as a new engine for economic growth and a competitive frontier for technology, with a focus on the integration of high-end equipment manufacturing [1] - The ocean economy is projected to reach a production value of 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, indicating significant market potential for high-end equipment manufacturing [1] - The industry is experiencing a transition from quantitative accumulation to qualitative leaps, characterized by a shift towards deep-sea development [1] Industry Development - Continuous policy support is driving the industry's growth, with the Chinese government emphasizing the construction of a strong marine nation and the importance of marine engineering equipment [1] - The marine engineering equipment sector leads the world in manufacturing value added, export volume, and new orders during the 14th Five-Year Plan period [1] Challenges and Solutions - The industry faces challenges such as core technology monopolies, a fragmented industrial structure, and pressures from extreme environments and ecological protection in deep-sea development [2] - The company advocates for a shift from traditional "single-point technology breakthroughs" to a focus on integration, intelligence, modularity, and low carbonization, termed the "four integrations" [2] Product Achievements - The company has made significant progress in the FLNG (Floating Liquefied Natural Gas) sector, delivering China's first fully autonomous FLNG, capturing approximately 30% of the global new FLNG platform market [2] - In the FPSO (Floating Production Storage and Offloading) sector, the company acknowledges the need to enhance brand recognition and competitiveness in the supply chain, particularly in overseas markets [2] Strategic Partnerships - The company has established long-term partnerships with international energy firms such as ENI, Petronas, and Turkish Petroleum, evolving from a project participant to a co-builder of the international energy ecosystem [2] Future Outlook - The company emphasizes the need for Chinese enterprises to extend their capabilities towards the ends of the "smile curve," enhancing design and basic research at the front end while improving brand value and service levels at the back end [3] - Innovation-driven strategies are essential for elevating the overall value chain of the marine high-end equipment manufacturing sector, positioning it as a vital tool for building a strong marine nation [3]

Core Insights - The company, Suzhou Huichuan United Power System Co., Ltd., reported its first quarterly results since going public, showing strong revenue and profit growth, with a revenue of 14.525 billion yuan and a net profit of 792 million yuan for the first three quarters of 2025, representing year-on-year increases of 35.52% and 38.38% respectively [1] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 14.525 billion yuan and a net profit of 792 million yuan, reflecting a year-on-year growth of 35.52% and 38.38% [1] - This performance marks the company's first financial report since its IPO, demonstrating stable profitability and strong development resilience [1] Group 2: R&D and Technological Advancements - The company's R&D expenses increased by 49.49% year-on-year, totaling 959 million yuan, reinforcing its technological moat [2] - The fifth-generation product platform has achieved dual breakthroughs in "mass production delivery + customer targeting," with core products like distributed efficient electric drives and motor controllers now in stable production [2] - The sixth-generation product platform is advancing into the A-sample development stage, focusing on "full-domain integration and cross-domain collaboration," with core performance improvements of 10% to 30% over the fifth generation [3] Group 3: Market Expansion - The company is experiencing growth in both domestic and international markets, with a steady increase in market share and a balanced customer structure [4] - In the domestic market, the company holds leading positions in third-party supplier shares for electric control and motors, with shares of 10.1% and 11.3% respectively [4] - Internationally, the company has seen a compound annual growth rate of nearly 450% in overseas revenue over the past three years, with significant partnerships established with major global automotive manufacturers [5][6]

Core Insights - The company reported strong financial performance for the first three quarters of 2025, with revenue and net profit increasing by 35.52% and 38.38% respectively, marking its first earnings report since going public [1] - The company is focusing on enhancing its technological moat through significant R&D investments, which grew by 49.49% to 9.59 billion yuan, supporting its strategy of continuous product innovation [2] Financial Performance - For the first three quarters of 2025, the company achieved revenue of 14.525 billion yuan and a net profit attributable to shareholders of 0.792 billion yuan [1] - The non-recurring net profit was 0.738 billion yuan, reflecting a year-on-year growth of 31.41% [1] R&D and Technological Development - The company is advancing its sixth-generation product platform, which is set to enter the A-sample development phase, focusing on multi-voltage architecture and smart operation systems [3] - The fifth-generation product platform has achieved significant milestones, including stable mass production and project designations from major automotive manufacturers [2] Market Expansion - The company is experiencing growth in both domestic and international markets, with a balanced customer structure and increasing market share in the domestic sector [4] - In the international market, the company has seen a compound annual growth rate of nearly 450% in overseas revenue over the past three years, with significant partnerships established with major global automotive brands [5] Industry Trends - The company is well-positioned to capitalize on the growing global smart chassis market, projected to exceed 80 billion USD by 2025, with a focus on key technologies such as steer-by-wire [3][5] - The overall automotive industry is transitioning from quantity expansion to quality improvement, with a strong emphasis on technological innovation and supply chain restructuring [6]