而令人意外的是，尽管外界首先关注62号公告，但其实惊喜藏在61号公告中：所有需使用14纳米以下逻 辑芯片、256层以上存储器或各类AI专用芯片的稀土，都必须经过逐项批准。这种举措对韩国公司三星 的高端存储产能造成直接影响。据传言，openAI已经几乎占领了三星的高速颗粒，若再遭遇原料短缺， 显卡和服务器等产品都将受到延误。 美国在经历大豆和高粱问题之后，又面临了另一波更为严峻的挑战：稀土。中国商务部于10月9日发布 了两份文件，其中最引人关注的是第62号公告：从采矿、冶炼到磁材加工所涉及的数据、软件、设备维 护全被列入"禁止出口"名单，以确保自主权掌握在中国手中。 公告还明确表示："未经允许，任何个人不得将实质性技术输出至海外，否则将面临处罚。"这不只是空 话。有企业私下打算向F/A-XX舰载机项目提供原料以加速产能，此举现在被明令禁止。 因此，华盛顿只能采取"多元供应+囤积"策略，但这一策略的执行效果如何？过去十年里，许多新的稀 土矿和项目要么停滞不前，要么预算高达天价，内部斗争是最大阻碍。换言之，"问题"可能不仅存在于 太平洋的彼岸，更可能隐藏在他们自家的办公室里。 通过此轮调整可以看出：稀土不仅是资源， ...

Overview - Propylene Tetramer (四聚丙烯) is an organic compound with the chemical formula C12H18, primarily used in the production of various chemical products such as acrylonitrile-butadiene-styrene (ABS) and butadiene rubber [1] Market Demand and Growth - The demand for propylene tetramer is expected to grow steadily, with a projected demand of 176,500 tons and a market size of 5.334 billion yuan in 2024 [1] - High-performance propylene tetramer is expected to account for approximately 33.43% of the market, while general-purpose propylene tetramer will make up about 66.57% [1] Industry Applications - High-performance propylene tetramer is widely used in aerospace and high-end electronics due to its excellent chemical resistance and molecular weight distribution [2] - General-purpose propylene tetramer is utilized in surfactants and daily consumer products, benefiting from good flexibility, processing performance, and cost advantages [2] Technological Development - The number of patent applications related to propylene tetramer in China reached a peak of 11 in 2023, indicating a significant increase in technological advancements [4] - Companies are investing in research and development to improve product quality, reduce production costs, and minimize environmental pollution [4] Industry Chain - The upstream of the propylene tetramer industry includes suppliers of raw materials such as propylene and catalysts, while the midstream consists of production companies [6] - The downstream market primarily uses propylene tetramer for synthesizing various products, with the largest consumption being for the production of 24-carbon alkenes, accounting for 21.98% of usage in 2024 [7] Competitive Landscape - The propylene tetramer industry in China has relatively few participants, leading to a more relaxed market competition [9] - Key players include Hebei Xinxinyuan Energy Co., Ltd., Guangdong Renkangda Material Technology Co., Ltd., and others, with many companies primarily using their production for internal purposes rather than external sales [9] Future Trends - Companies are expected to increase R&D investments to develop high-value-added products to meet the demands of high-end manufacturing [13] - Environmental policies are becoming increasingly influential, prompting companies to enhance their environmental facilities and improve production processes to comply with regulations [13]

巴菲特在投资股票时会研究股票的基本面，他希望能够长期持有。但是一旦发生三种情况，他会毫不犹 豫地卖掉。第一种是所投资的公司出现基本面恶化，比如当年他投资于航空股，但后来发生了疫情，航 空业受到重创，巴菲特果断卖掉；第二种是当估值过高产生泡沫时，巴菲特也会及时卖掉，他在过去两 年大幅减仓美股，其实也反映出对美股高估值的担忧；第三种是当在同行业中找到更好的公司，巴菲特 也会进行调仓换股，比如他曾经重仓配置的科技股是IBM，但后来他发现IBM在手机移动端并没有太大 机会，后来听从著名价值投资者段永平的建议，配置了苹果，从而获得了更好的回报。巴菲特的这种从 善如流的作风，也值得我们学习。 9月25日，创业板指数表现亮眼，全日上涨1.58%，盘中一度达到3266点，续创近三年新高。沪深两市 上午放量上涨，特别是科技板块继续领涨，有色金属板块表现活跃。游戏、AI应用、可控核聚变等板 块涨幅居前。值得一提的是，锂电板块大涨，锂电龙头股创历史新高，总市值一度超越茅台，具有重要 的信号意义。先前科技龙头大幅上涨，一度超过白酒龙头，这本身也意味着经济转型的趋势越来越明 显。随着动力电池交货旺季的到来，储能电池的需求进一步爆发，锂 ...

在这股热潮下，一场围绕人才的无声战争正在上演：企业一边以百万年薪争抢顶级科学家，一边奔赴高 校抢夺应届生；智驾精英转型，猎头交接不停，背后既有开拓工业、服务业应用场景的长期压力，也是 在顺应行业从"看demo"到"看量产"的焦点转移。 "高薪抢人"的现状，一方面是由于行业爆发式增长、企业人才需求激增；另一方面是由于高校教育相较 于业界客观存在滞后性，人才供给持续不足。 与此同时，也有一些企业声明，坚决不为"具身智能相关经验"支付溢价，聚焦市场拓展与量产交付，回 归"高端制造业"；部分专业人士认为人形机器人尚未找到"刚需"，认为看到该领域的显著进步要以5~10 年为计算单位。更有人坚持人形机器人行业"投资泡沫论"。 人形机器人抢人大战，究竟是高薪泡沫，还是蓝海机遇，在喧嚣中我们试图看清真相。 一、"涨薪6成"抢人 今年8月，在拿下世界人形机器人运动会400米决赛冠军后，宇树科技创始人王兴兴对着媒体发布"英雄 帖"：北京分公司成立了，正在抓紧招人。 本文来自微信公众号：豹变 （ID：baobiannews），作者：高泽，编辑：邢昀，题图来自：AI生成 2025年，人形机器人不再只是春晚舞台上的炫技明星，而是逐渐走 ...

央视网消息：国家税务总局发布的最新数据显示，今年前八个月，税务部门征收税收收入保持正增长，其中七八月份收入增幅明显回升， 制造业税收收入增长较快。 数据显示，今年前八个月，全国制造业税收收入同比增长5%以上，占全部税收的比重超过30%，"压舱石"作用凸显，特别是部分高端制 造业税收增长较快。 在浙江杭州的一家智能装备制造企业，记者看到一台台机械臂在视觉传感器的指挥下，正在进行汽车制造的相关测试。这家企业研发的工 业智能视觉产品已经广泛应用于汽车制造行业，今年以来，企业持续加大研发力度，在汽车漆面检测和磨抛技术等方面取得新突破，业务量保 持稳定增长。 文旅市场火热 带动旅游业税收增长 今年暑期，各地文旅市场十分火爆。国家税务总局最新数据显示，8月份，旅行社服务、休闲观光活动销售收入均保持两位数以上的增 长。旅游大省云南，今年以来旅游业销售收入持续走高，带动税收稳步增长。 数据显示，暑期七八两个月，云南省文旅市场共接待游客1.98亿人次，实现旅游总花费超3300亿元，同比增长超20%，创历年暑期最高。 易思维科技财务经理吕晓星称："今年前八个月我们的营收同比增长约30%。除了国内市场的持续发展，我们在海外市场，包 ...

Group 1 - The latest data from the National Taxation Administration shows that tax revenue has maintained positive growth in the first eight months of this year, with significant recovery in growth rates during July and August, particularly in the manufacturing sector [1] - Nationally, tax revenue from the manufacturing industry has increased by over 5% year-on-year, accounting for more than 30% of total tax revenue, highlighting its "ballast stone" role, especially in high-end manufacturing sectors [1] - In Zhejiang Province, manufacturing tax revenue has grown by 5.5% year-on-year, with local tax authorities actively engaging with businesses to support equipment upgrades and transformation needs [5] Group 2 - In Zhejiang Province, manufacturing enterprises reported a year-on-year sales revenue increase of 4.4% from January to August, with high-tech manufacturing and high-end equipment manufacturing growing by 15.3% and 10.5% respectively, significantly boosting overall growth [7] - A smart equipment manufacturing company in Hangzhou has seen stable growth in business volume, driven by increased R&D efforts in industrial intelligent vision products applied in the automotive manufacturing sector [3]

Core Viewpoint - Shunyi District has become a significant hub for high-end manufacturing in Beijing, particularly in the fields of new energy vehicles, aerospace, semiconductors, intelligent equipment, and healthcare, with industrial output growing at an average annual rate of 8.2% since the 14th Five-Year Plan, reaching nearly 200 billion yuan last year [1][4]. Group 1: Economic Growth - Shunyi District's GDP has grown at an average annual rate of 5.8% since the 14th Five-Year Plan, totaling 238.8 billion yuan last year [3]. - Fixed asset investment has increased at an average annual rate of 6.5%, surpassing 60 billion yuan last year [3]. Group 2: High-End Manufacturing Development - The new energy vehicle sector in Shunyi has attracted major manufacturers such as Li Auto, Beijing Hyundai, and Mercedes-Benz, producing 1.65 million vehicles with an output value of 336 billion yuan, growing at an average annual rate of 13% [4]. - The aerospace industry has seen an average annual industrial output growth of 15%, with over 20 key enterprises and a significant presence in aircraft maintenance, contributing 14 billion yuan to the industrial output [5]. - The pharmaceutical trade sector has gathered leading companies like Sinopharm and Merck, with a trade scale exceeding 100 billion yuan for two consecutive years, accounting for nearly one-third of the national total [5][6]. Group 3: Open Development Platforms - Shunyi District hosts over 950 foreign-funded enterprises, with the Capital Airport Economic Zone being a key area, generating over 350 billion yuan in revenue last year, a 53% increase from 2020 [6]. - The Tianzhu Comprehensive Bonded Zone ranks highly among national bonded zones, while the Sino-German Industrial Park has attracted over 120 German-funded enterprises [6]. Group 4: Social Investment and Employment - Over 85% of Shunyi's fiscal spending is allocated to social welfare, with 22 billion yuan invested in education over the past five years [8]. - The district has created 170,000 new jobs in five years and has been recognized as a "fully employed district" in Beijing for 13 consecutive years [8].

Group 1: Economic Performance - Shunyi District's GDP has averaged a growth of 5.8% since the start of the 14th Five-Year Plan (2021-2024), reaching a total of 238.8 billion yuan last year [1] - The industrial output value has averaged a growth of 8.2%, totaling nearly 200 billion yuan last year, maintaining a top-three position in the city [1] - In the first half of this year, Shunyi District's GDP continued to lead among new urban areas [1] Group 2: High-end Manufacturing - Shunyi District focuses on a "5+4" leading industry system, with high-end manufacturing playing a crucial role [2] - In the new energy smart vehicle sector, Shunyi has gathered four major vehicle manufacturers and over 150 upstream and downstream enterprises, producing 1.65 million vehicles with a total output value of 336 billion yuan since the start of the 14th Five-Year Plan, averaging a growth of 13% [2] - The aerospace sector has seen an average industrial output growth of 15%, with AMECO leading over 20 maintenance enterprises, achieving an industrial output value of 14 billion yuan, accounting for nearly 20% of the national total [2] Group 3: Pharmaceutical and Health Industry - The pharmaceutical trade scale has exceeded 100 billion yuan for two consecutive years, accounting for nearly one-third of the national total, with vaccine imports making up 95% of the country’s total [2] - The pharmaceutical manufacturing sector reached a total output value of 12 billion yuan last year [2] Group 4: Internationalization and Talent Attraction - Shunyi District has attracted over 950 foreign-funded enterprises, enhancing its internationalization level [3] - The Capital Airport Economic Zone has the highest development index nationwide, with park revenue exceeding 350 billion yuan last year [3] - To attract global talent, Shunyi is building a "class overseas" environment, including 11 quality international schools and new international medical centers [3]

Economic Growth and Investment - Shunyi District's GDP has averaged a growth of 5.8% since the 14th Five-Year Plan, reaching a total of 238.8 billion yuan last year [1] - Fixed asset investment has averaged a growth of 6.5%, surpassing 60 billion yuan last year [1] - Industrial output has averaged a growth of 8.2%, with nearly 200 billion yuan in total last year, ranking among the top three in the city [1] Automotive Industry - Shunyi produces one out of every three cars in Beijing, with a cumulative production of 1.65 million vehicles and an output value of 336 billion yuan since the 14th Five-Year Plan, growing at an annual rate of 13% [2] - The district is developing a 2,500-acre intelligent connected new energy vehicle technology ecological park to support the industry [2] Aerospace and Pharmaceutical Industries - Shunyi is home to over 220 aviation service companies, generating nearly 200 billion yuan in revenue last year, an 86% increase from 2020 [3] - The pharmaceutical sector includes over 110 regulated enterprises, with a manufacturing output exceeding 10 billion yuan and a trade scale reaching 100 billion yuan [3] Internationalization and Urban Development - Shunyi is focusing on building an international new city, enhancing international community, education, and medical facilities [4] - The district has nearly 10,000 foreign residents and 11 international schools, with a significant number of students entering top 100 universities by 2025 [5][6] Infrastructure and Environmental Improvements - Shunyi has nearly 3,000 kilometers of roads, leading the city in road network density, and is working on major projects for better connectivity [8] - The district has achieved a 30% reduction in PM2.5 levels since 2020 and has increased green coverage significantly [8] Social Welfare and Community Engagement - Over 85% of Shunyi's fiscal spending is allocated to social welfare, with significant investments in education and healthcare [7] - The district has implemented various measures to enhance community spirit and support for residents, including recognition programs for good deeds [9]

Core Viewpoint - The company is progressing with its project to produce high-end materials essential for various industries, including electronics and automotive, with significant investment already made [1] Group 1: Project Development - The company's wholly-owned subsidiary, Cangzhou Jianxin Ruixiang Chemical Technology Co., Ltd., is advancing its project to produce 1,000 tons of liquid crystal polymer intermediates, 3,000 tons of potassium sulfate, and 325 tons of polyarylether resin [1] - As of June 30, 2025, the company has transferred a total of 319.8 million yuan in capital to Jianxin Ruixiang [1] Group 2: Industry Applications - The products from this project will be widely used in the electronic information sector (such as 5G base station filters, mobile phone antennas, and connectors), automotive industry (high-temperature resistant components), aerospace, and medical equipment [1] - These materials are considered key high-end materials in advanced manufacturing [1]