来源：市场资讯 （来源：大树的格局） 今天继续聊聊《股市进阶之道》中8.1"巨大的商业价值"。还是以光启技术和超材料为例，这可不是一 般的投资故事，它让我想起早年看腾讯和苹果的感觉。一种颠覆性技术从实验室爬出来，开始真正意义 上吞噬世界的早期阶段。 光启手里的超材料，说白了，就是材料界的"基因编辑"技术。这玩意不是靠化学配方碰运气，而是像写 代码一样，从微观结构直接设计出自然界根本不存在的物理性能。这种能力，就是它万亿美元商业价值 的根基。 商业价值的天花板，首先得看它解决的社会问题有多大。 超材料眼下最硬核的应用在高端装备，特别 是航空航天和国防。这不是"锦上添花"，而是"雪中送炭"。 新一代装备对隐身、通信、结构轻量化的要求，传统材料已经扛不住了，超材料成了唯一解，从"可 选"变成了"刚需"。光启年内拿下近28亿的订单，创下历史纪录，就是因为它的产品能直接决定装备的 代际优势。 ...

12月2日，里水万洋众创城科技（佛山市南海区）有限公司以32467.86万元成功竞得位于里水镇里水村 环镇北路北侧的一宗144301.62平方米（约216亩）工业用地，标志着佛山（里水）万洋科技城项目即将 落地。 该项目总建筑面积约52万平方米，将聚焦装备制造、医疗器械、电子电器、数字化服装鞋袜、新材料、 汽车零部件等高端产业及配套，与里水四大战新产业高度契合，致力于打造里水首个国有可分割销售的 大型产业集聚园区。同日11时，万洋科技城招商中心盛大开业，园区建设与招商同步启动，政企同心为 里水产业升级注入强劲动力。 国有可分割作为里水首个国有可分割销售的大型产业集聚园区，佛山（里水）万洋科技城在土地性质和 运营模式上实现重大突破，为中小企业提供了前所未有的发展机遇。 什么是"国有可分割销售"？ 与传统的村集体用地工业园不同，国有可分割销售园区意味着土地性质为国有工业用地，产权清晰、手 续规范，企业可按最小500平方米的单位购买产权，真正实现"购厂房即是置资产，拥产权方能定基 业"。园区80%以上的厂房将对外销售，20%由万洋自持运营，确保园区整体品质与服务的持续性。 万洋科技城效果图。 据悉，园区计划引进企业 ...

Core Viewpoint - Baoding Port Concrete Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology services and manufacturing sectors [1] Group 1: Company Overview - The legal representative of Baoding Port Concrete Technology Co., Ltd. is Cui Dongsheng [1] - The company has a registered capital of 1 million RMB [1] Group 2: Business Scope - The business scope includes technology services, development, consulting, exchange, transfer, and promotion [1] - The company is involved in new material technology promotion services [1] - It manufactures and sells automotive parts and accessories, general components, metal structures, and machine tool functional components [1] - The company also engages in the sales of non-metallic minerals, metal ores, metal products, and metal materials [1] - Battery sales and production of battery accessories are part of the business activities [1] - The company is involved in the manufacturing and sales of intelligent basic manufacturing equipment and CNC machine tools [1] - Other activities include furniture manufacturing and sales, recycling of renewable resources (excluding production waste metals), and import-export trade [1]

Core Points - Shanghai Riying Qianyin New Materials Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Zhao Wulin [1] - The company's business scope includes sales of ecological environment materials, surface functional materials, chemical products (excluding licensed chemical products), coatings (excluding hazardous chemicals), inks (excluding hazardous chemicals), petroleum products (excluding hazardous chemicals), disinfectants (excluding hazardous chemicals), specialized chemical products (excluding hazardous chemicals), daily chemical products, and various technical services [1] Business Scope - The company is involved in the sales of various materials and products, including ecological environment materials and surface functional materials [1] - It also engages in the sale of multiple chemical products, coatings, and inks, all of which exclude hazardous chemicals [1] - Technical services such as development, consultation, exchange, transfer, and promotion are part of the company's operational activities [1]

Core Viewpoint - Shanghai Lijingfeng New Materials Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various sales and services related to ecological materials, electronic materials, food additives, and chemical products [1] Company Summary - The company is legally represented by Feng Yuan and has a registered capital of 1 million RMB [1] - The business scope includes sales of ecological environment materials, electronic specialized materials, food additives, and various chemical products excluding licensed chemicals [1] - The company also engages in the sale of specialized chemical products, engineering plastics, synthetic resins, and bio-based materials [1] - Additional services include installation of environmental sanitation public facilities, water pollution prevention services, and environmental protection monitoring [1] Industry Summary - The company is positioned within the new materials industry, focusing on technology research and development in bio-based materials, new materials, and bio-chemical products [1] - It also offers technical services, development, consulting, and technology transfer related to bioenergy and industrial enzyme preparations [1]

Core Viewpoint - The "AI phone" concept stocks have gained significant attention in the capital market, with Daoming Optics experiencing a four-day trading limit increase, despite the company clarifying that it does not have any AI phone-related business [2][4]. Group 1: Stock Performance - Daoming Optics has achieved a four-day trading limit increase, with its stock price rising significantly due to market speculation around "AI phones" [2][3]. - On December 2, Daoming Optics announced that its stock had experienced an abnormal trading fluctuation, with a cumulative price increase exceeding 20% over two consecutive trading days [3][4]. Group 2: Company Clarification - Daoming Optics confirmed that it has not found any significant undisclosed information that could impact its stock price and reiterated that it does not engage in AI phone-related business [4][6]. - The company had previously issued a statement regarding stock price fluctuations but did not mention "AI phone" information at that time [4][6]. Group 3: Business Overview - Daoming Optics specializes in reflective materials and has expanded its product offerings to include new functional films such as aluminum-plastic composite films and graphene thermal conductive films, targeting the micro-nano optical display and consumer electronics industries [5][6]. - In the first half of the year, Daoming Optics reported a revenue of 76.65 million yuan in the electronic functional materials sector, marking a 25.86% increase year-on-year, driven by growth in release materials and graphene thermal conductive films [6].

根据深交所最新披露的信息，2025年12月2日，广州慧谷新材料科技股份有限公司IPO的状态从中止变 更为已问询。 根据深交所最新披露的信息，2025年12月2日，广州慧谷新材料科技股份有限公司IPO的状态从中止变 更为已问询。 ...

Core Insights - The event "Linghang Scene · Yuejin Future" showcased over 500 real application scenarios in Bao'an, Shenzhen, aimed at providing technology companies with opportunities for testing and implementation [2][28] - Bao'an has opened 288 government scenarios and 220 enterprise scenarios, focusing on various sectors including social governance and industry applications [2][28] - The conference attracted over 760 companies, resulting in more than 300 cooperation intentions with a projected transaction value exceeding 10 billion yuan [3][29] Group 1: Scene Innovation Strategy - Bao'an views scene innovation as a long-term strategy, having organized 641 matching activities in the past three years, attracting over 11,700 companies and facilitating transaction volumes exceeding 20 billion yuan [3][31] - The district aims to establish itself as a benchmark for open innovation, planning to release over 100 innovative scenarios and 1,000 new technologies annually, targeting an application volume of over 100 billion yuan [3][31] Group 2: National Policy and Local Implementation - The State Council issued a directive on accelerating scene cultivation and opening, marking the first systematic deployment at the national level [5][33] - Bao'an was designated as the Guangdong-Hong Kong-Macao Greater Bay Area Application Scene Innovation Center, indicating a new phase in scene innovation [5][33] Group 3: Competitive Landscape - The competition for future cities and nations is fundamentally a competition of technological innovation [6][34] - Bao'an has surpassed Shanghai's Pudong in key industrial metrics, with over 1 million registered business entities, making it the top district in China for business environment [18][46] Group 4: Industrial and Technological Ecosystem - Bao'an's industrial ecosystem is robust, with nearly 56,000 enterprises and a complete coverage of all 31 major manufacturing categories, facilitating efficient scene implementation [21][48] - The district ranks second in national innovation and has a high density of national high-tech enterprises, with 7,402 in total [23][49] Group 5: Geographic and Institutional Advantages - Bao'an's geographical location enhances its connectivity, making it a central hub in the Greater Bay Area, which optimizes resource flow and application range [25][51] - The district benefits from institutional advantages, including a 15% corporate income tax incentive and deepening cooperation with Hong Kong, allowing for a dual-driven model of manufacturing and services [25][51]

每日金句 企业的本质是什么？是要获取用户更多信任，是要提高经营能力和管理能力。 千万不要为了上市而上市。要想清楚你到底为什么要上市。企业的本质永远在 于经营。上市这个事情对经营有没有好处，如果变成了负担，就不要为上市而 上市。要围绕企业的本质好好想想。 吴世春 | 梅花创投创始合伙人 创业心学导师 这里认真推荐你： 报名 「吴世春·西安出行活动」 1月22日-24日 ， 吴世春将亲自带队 100家企业家 ， 去陕西西安线下游学 ， 走进科技制造 产业，打开万亿赛道蓝海。 你 在 创业路上遇到的问题和想法 ， 都可以找吴老师聊聊 。 如果你是 优质的项目，吴老师也会果断投 你 。 希望所有支持吴老师的人 ， 一如既往的相信他、支持他，大家 一起 加油！ 活动详情如下 ↓↓↓ 吴世春导师亲自带队 走进科技制造产业 升级数字文旅体验 探索产业生态协同 打开万亿赛道蓝海 机器人、航空航天、高端装备、新材料、新能源、 科技演费、Al+产出的创出者看过来! ll 你将收获 1场 产业重做的深度链接之旅 与独角虎企业、梅花投资人深度交流,占据产业链关键 卡位,共建协同生态 3天 深度沉浸式学习与认知共振 从技术创新到商业化 ...

Group 1: Market Development and Product Launch - The company is currently in the market development phase for carbon capture fiber products, with ongoing construction of a new materials pilot base [1] - The 100,000 tons/year POE facility has been completed and is currently supplying samples to downstream photovoltaic industry clients, with smooth progress reported [3] Group 2: Financial Performance and Risk Management - The company has diversified its raw material sources through "oil, coal, gas" strategies, enhancing cost control and risk management against cyclical fluctuations [2] - The company emphasizes shareholder returns through dividends and buybacks, with ongoing monitoring of the controlling shareholder's increase in holdings [2] Group 3: Technological Advancements and AI Integration - Significant achievements in digital transformation have been noted, with the establishment of an AI division aimed at deeply integrating AI into core business operations [2] - The company has been recognized for its advanced intelligent factories, contributing to a new paradigm in manufacturing transformation [2] Group 4: Future Capital Expenditure and Project Planning - Future capital expenditures are expected to gradually decline, with no new large-scale projects planned beyond current new materials projects [2] - The company is focusing on building a diversified industrial chain around new energy materials and high-performance materials [3]