【导读】上纬新材拟易主智元恒岳，后者系智元机器人母公司持股平台 中国基金报记者 邱德坤 7月8日晚间，上纬新材发布公告称，公司控股股东将易主上海智元恒岳科技合伙企业（有限合伙）（以下简称智元恒岳），实控人将变为邓泰华。 公告显示，智元恒岳是上海智元新创技术有限公司（以下简称智元新创）及其核心团队共同出资设立的持股平台，其中智元新创是智元机器人的母公司。 智元机器人是国内人形机器人领域的第一梯队企业，并且联合创始人包含原华为"天才少年"彭志辉。目前，智元机器人已经晋级为独角兽企业，估值达 150亿元。 针对此次股权转让事项，上纬新材自7月2日开市起停牌，计划自7月9日开市起复牌。截至7月1日收盘，公司股价报7.78元/股，总市值为31.38亿元。 拟以自有及自筹资金21.02亿元获控股权 公告显示，7月8日，SWANCOR IND.CO.,LTD.（Samoa）（以下简称SWANCOR萨摩亚）、智元恒岳、Strategic Capital Holding Limited（Samoa）（以下 简称STRATEGIC萨摩亚）、上纬国际投资控股股份有限公司（以下简称上纬投控）共同签署了《股份转让协议一》。 《股份转让 ...

【导读】上纬新材拟易主智元恒岳，后者系智元机器人母公司持股平台 中国基金报记者 邱德坤 7月8日晚间，上纬新材发布公告称，公司控股股东将易主上海智元恒岳科技合伙企业（有限合伙）（以下简称智元 恒岳），实控人将变为邓泰华。 公告显示，智元恒岳是上海智元新创技术有限公司（以下简称智元新创） 及其核心团队共同出资设立的持股平台， 其中 智元新创是智元机器人的母公司。 智元机器人是国内人形机器人领域的第一梯队企业，并且联合创始人包含原华为"天才少年"彭志辉。目前，智元机 器人已经晋级为独角兽企业，估值达150亿元。 针对此次股权转让事项，上纬新材自7月2日开市起停牌，计划自7月9日开市起复牌。截至7月1日收盘，公司股价 报7.78元/股，总市值为31.38亿元。 拟以自有及自筹资金21.02亿元获控股权 公告显示，7月8日，SWANCOR IND.CO.,LTD.（Samoa）（以下简称SWANCOR萨摩亚）、智元恒岳、 Strategic Capital Holding Limited（Samoa）（以下简称STRATEGIC萨摩亚）、上纬国际投资控股股份有限公 司（以下简称上纬投控）共同签署了《股份转让协议一》。 ...

Group 1 - The signing ceremony at the 31st Lanzhou Investment and Trade Fair resulted in 131 projects with a total signed amount of 109.379 billion yuan, representing an 8.7% increase compared to the previous session [1] - The projects are categorized into three industries: 11 projects in primary industry with a total of 4.342 billion yuan, 77 projects in secondary industry with a total of 76.696 billion yuan, and 43 projects in tertiary industry with a total of 28.341 billion yuan [1] - The advanced manufacturing sector, particularly the "6+X" projects, showed significant performance with 78 projects totaling 77.69 billion yuan, accounting for 71% of the total signed amount [1] Group 2 - The successful implementation of these signed projects is expected to provide strong momentum for the optimization and upgrading of Lanzhou's industrial structure, the construction of a modern industrial system, and the development of characteristic industrial clusters [2] - Since its inception in 1993, the Lanzhou Investment and Trade Fair has become one of the most influential investment and trade promotion activities in China, significantly promoting economic exchanges under the "Belt and Road" initiative [2]

Group 1 - The company received a resignation letter from supervisor Li Liang due to personal reasons, which will lead to the supervisory board having fewer members than the legal minimum [1] - The company plans to abolish the supervisory board, and Li Liang will continue to fulfill his duties until the abolition takes effect [1] - The company expressed gratitude for Li Liang's contributions during his tenure as a supervisor [1] Group 2 - The company approved the temporary use of up to RMB 100 million of idle raised funds to supplement working capital, with a usage period not exceeding 12 months [2] - The company has actually used RMB 100 million of idle raised funds for temporary working capital [3] - As of July 8, 2025, the company has fully repaid the RMB 100 million of idle raised funds to the special account for raised funds [4]

Group 1 - The core point of the news is that Zhiyuan Hengyue plans to acquire a significant stake in Shangwei New Materials, which will lead to a change in the controlling shareholder and actual controller of the company [1][3] - Zhiyuan Hengyue intends to acquire 101 million shares of Shangwei New Materials, representing 24.99% of the total share capital, and will also make a partial tender offer to acquire an additional 149 million shares, totaling 37% of the company [1] - After the completion of the equity change, Zhiyuan Hengyue and Zhiyuan New Venture will collectively hold 29.99% of the shares and corresponding voting rights in the listed company [1] Group 2 - Shangwei New Materials, established in 1992, operates in the new materials sector with applications primarily in energy conservation and environmental protection, as well as new energy [2] - Zhiyuan Robot, a brand under Shanghai Zhiyuan New Venture Technology Co., focuses on the integration of AI and robotics, developing general humanoid robots [2] - The actual controller of Zhiyuan Robot, Deng Taihua, has a background in Huawei, where he was responsible for the wireless product line and later served as vice president [2][4] Group 3 - The acquisition of Shangwei New Materials by Zhiyuan Robot is expected to be a landmark case for new productivity enterprises in the A-share market since the implementation of the new "National Nine Articles" and "Merger Six Articles" [3] - The transaction is also noted as the first acquisition case for embodied intelligence enterprises on the Sci-Tech Innovation Board [3] - Zhiyuan Robot has attracted significant investment from various institutions, including Hillhouse Capital, Sequoia China, and Baidu [4]

【DT新材料】 获悉，7月7日， 长鸿高科 公告称，公司正在筹划以发行股份、可转换公司债券及支 付现金的方式购买 广西长科新材料有限公司 100%股权并同时募集配套资金。 其实， 长鸿高科 早在2023年8月31日就曾发布公告，拟以现金购买广西长科100%股权，新增合成树 脂及塑料业务。筹划重大资产重组不足两个月时间，公司同年10月20日公告， 因交易方案中的核心 交易条件未能达成一致意见，决定终止筹划本次重大资产重组事项 。 其中，本次被收购的标的公司 广西长科 的实控人，以及交易对手方 海南定恒创业投资有限公司 的 法人、 宁波定科企业管理合伙企业（有限合伙） 执行事务合伙人都是长鸿高科的实控人 陶春风 。 同时， 他还是 科元控股集团有限公司 的掌门人，旗下还有 宁波科元精化 、 浙江长鸿生物材料 、 浙江长科新材料 、 浙江定阳新材料 、 宁波国沛石油化工 等。 广西长科 ，成立于 2012年3月7日，法人 陈涛，注册资金 88739.703329万元，是一家专注于特种合 成树脂高分子材料研发、生产和销售的高新技术企业，产品包括透明ABS、高透明MS、高腈AS、高 抗冲ABS/HIPS、高光ABS/H ...

Core Viewpoint - Xichang is positioning itself as a modern city focused on high-quality development, leveraging its natural resources, cultural heritage, and industrial capabilities to drive economic growth and enhance the quality of life for its residents [5][6][14]. Group 1: Economic Development - Xichang's GDP surpassed 80 billion yuan last year, with a target to exceed 100 billion yuan by 2027, establishing itself as a "super engine" for regional development [14]. - The city is building a modern industrial system based on its resource advantages, focusing on sectors such as vanadium-titanium new materials, aerospace, and pharmaceuticals [12]. Group 2: Tourism and Culture - Xichang is recognized for its favorable climate and rich cultural heritage, promoting itself as a destination for tourism with various festivals and events, including the nationally recognized Torch Festival [10][12]. - The city aims to enhance its tourism appeal by leveraging its natural beauty and cultural diversity, contributing to its reputation as a "Tianfu tourism famous county" [10]. Group 3: Environmental Sustainability - Xichang is committed to ecological restoration and sustainable development, implementing initiatives like a ten-year fishing ban on Qionghai Lake to preserve its natural environment [8]. - The city boasts a forest coverage rate exceeding 51% and an excellent air quality rate of 98.6%, highlighting its commitment to maintaining a healthy ecosystem [8].

Group 1 - The signing ceremony at the 31st Lanzhou Investment and Trade Fair resulted in 85 projects with a total investment of 455.5 billion yuan, marking a significant milestone for Jinchang [2] - Jinchang's industrial output is projected to grow from 486 billion yuan in 2020 to 1,986 billion yuan by 2024, indicating a fourfold increase in four years [2] - The signed projects focus on sectors such as non-ferrous metal new materials, new energy batteries, digital economy, and resource utilization, which align with Jinchang's "2+4" modern industrial system [2] Group 2 - Jinchang is implementing a series of initiatives to enhance its business environment, including the establishment of "Entrepreneur's Day" and the introduction of a service card for local entrepreneurs [3] - The city has introduced over 10 billion yuan in industrial guidance funds to support business growth, shifting the competitive logic from "policy competition" to "service competition" [3] - Jinchang is focused on ensuring that projects not only get signed but also successfully launch and grow, with a nearly 80% funding implementation rate for recent projects [4] Group 3 - The local government is committed to a comprehensive management network that covers the entire project lifecycle, ensuring effective support from signing to production [4] - Jinchang's proactive approach includes addressing issues raised by businesses and converting them into actionable solutions, enhancing the overall service experience [4] - The city is positioning itself as a prime location for investment, emphasizing its strong industrial foundation and commitment to creating a favorable business environment [4]

西部证券资深投顾王梁幸从宏观经济角度进行了分析，当前经济复苏基础稳固，但结构性特征明显，下半年需要重点关注政策落地节奏和产业升级进程。 随着国内经济复苏态势持续巩固，A股市场交投活跃度显著提升，资产配置需求呈现多元化趋势，ETF已成为投资者重要的流动性管理工具和资产配置载 体。近日，由深圳证券交易所主办、易方达基金协办的"深交所ETF大讲堂"及"深交所走进成份股公司"活动在西安成功举办。 活动现场，深交所基金管理部专家、西部证券财富管理部负责人郑舒丽、易方达基金董事总经理李国强分别致辞。深交所基金管理部专家详细介绍了深市 ETF市场的发展情况、产品种类以及投资策略，并表示深交所将持续通过ETF市场培育活动，助力以ETF为代表的指数化投资高质量发展，引导越来越多的 投资者树立理性投资、价值投资和长期投资理念。 西部证券财富管理部负责人郑舒丽在致辞中提到，深交所通过持续推动产品创新、流动性提升、投资者教育和多元化布局等为ETF发展提供了良好的市场生 态，西部证券将积极与易方达基金等众多市场参与者一起携手合作，践行金融为民服务理念，构建ETF财富管理生态，着眼全周期陪伴、创造长期价值、注 重高质量增长，切实提升投资 ...

产业研究中心 【新材料产业周报】京博万吨级生物基橡胶进入产业 钟浩(分析师) 化,詹鼎材料等多家新材料公司完成融资 登记编号 山东京博万吨级生物基橡胶产品进入产业化。近日,山东京博中聚新 肖洁(分析师) 材料有限公司取得重大标志性成果,入选山东好成果专报。早在 2024 年 11月,京博中聚 10000吨/年非粮生物基橡胶产线获批建设,标志 着非粮生物基橡胶产品进入万吨级产业化阶段。此次实现产业化的生 登记编号 物基衣康酸酯橡胶项目,贯通了非粮生物基合成橡胶产业链。项目以 农业废弃物玉米芯为原料制备衣康酸酯橡胶,兼具技术创新性与环保 价值。(来源:化工新材料公众号) 鲍雁手(分析师) 拓烯科技 COC 二期成功中交。近日,拓烯科技衢州三期基地成功摘 地,标志着其高端聚合物材料战略布局迈入新阶段。这一进展紧随公 司二期 COC 项目中交的重大节点,形成"投产即规划"的快速发展 态势。拓烯科技一期 COC 目前已经实现满产满销,成功应用于超 20 家头部企业产品。二期 COC 中交,拓烯科技 COC 总产能达到 1 万 吨/年,配套共聚环烯烃单体 6000吨/年。(来源:化工新材料公众号) O 产业投融资动态:( ...