证券日报网讯12月4日，瑞华泰在互动平台回答投资者提问时表示，在新能源电池领域，公司目前在复 合集流体、负极PI粘结剂等方面，积极配合下游客户的研发及试用诉求。后续进展情况，公司将按照相 关法律法规规定，及时履行信息披露义务。 ...

我有一段时间没关注茅台价格了，早上回到公司打开Wind看了下报价，发现飞天茅台的批价已经跌到1550元，距离跌破1499元只差50元。 | 佛 念碑 | 灵转置 | 一 设置日期 ·一 橙式 | 国 统计 | | --- | --- | --- | --- | | 序号 | 指标名称 ↓ | 中国:批发参考价:飞天茅台:当 | | | | | 年散装 | | | | HUXK | E | | | | 单位 | 元 | | | 1 | 2025-12-02 | | 1.550.00 | | 2 | 2025-12-01 | | 1,565.00 | | 3 | 2025-11-30 | | 1,570.00 | | 4 | 2025-11-29 | | 1,580.00 | | 5 | 2025-11-28 | | 1,565.00 | | 6 | 2025-11-27 | | 1,590.00 | | 7 | 2025-11-26 | | 1,600.00 | | 8 | 2025-11-25 | | 1,615.00 | | 9 | 2025-11-24 | | 1,640.00 | | 10 | 2025 ...

Core Insights - Yunnan Dali's industrial investment proportion in fixed asset investment increased from 11.2% in 2021 to 47.2% in Q3 2023, indicating a shift from reliance on real estate to industry-led growth [1] Group 1: Economic Development - Dali's GDP rose from 148.4 billion in the end of the 13th Five-Year Plan to 201.09 billion in 2024, with its share of provincial GDP increasing from 6.1% in 2020 to 6.4% in 2024 [1] - The industrial added value's share of GDP increased from 18.5% in 2020 to 23.5% in 2024 [1] - Significant growth in new energy battery, silicon photovoltaic, and green aluminum industries, with respective increases of 142%, 168%, and 33% year-on-year in 2024 [1] Group 2: Environmental Protection - The water quality of 27 rivers entering Erhai Lake achieved a 100% good rate, with overall water quality improving over the past five years [2] - Successful implementation of integrated protection and restoration projects in the Erhai Lake watershed, with the "Erhai Index" evaluation system established [2] Group 3: Social Welfare - The proportion of Dali's public spending on people's livelihood has been increasing year by year during the 14th Five-Year Plan [2] - Financial institutions reported a total deposit balance of 254.8 billion, with an 8.7% growth, leading the province [2]

Core Viewpoint - The article highlights the transformation and modernization of the manufacturing industry in Jiangmen, Guangdong, particularly focusing on the innovative ship "Bay Area Lingding" and the advancements in shipbuilding and rail transportation sectors, showcasing the region's upward trajectory in the industrial chain [2][4][10]. Group 1: Innovative Developments - The "Bay Area Lingding" is a new type of aquaculture vessel capable of producing 5,000 tons of fish annually and autonomously locating suitable water areas, symbolizing Guangdong's push towards modern marine ranching [2][4]. - Jiangmen's shipbuilding industry is evolving with the introduction of energy-efficient vessels, with the latest model achieving over 20% market share in the global small handy bulk carrier segment [4][5]. - The construction of the "Bay Area Lingding" faced challenges such as its unique hollow structure and the integration of a hybrid power system, demonstrating significant technological advancements [4][6]. Group 2: Economic Growth and Industrial Upgrading - Jiangmen's manufacturing sector is experiencing a robust transformation, with a projected industrial output value of 150 billion yuan in 2024, reflecting a growth rate of 7% [7][9]. - The region has seen a significant increase in the output value of its shipbuilding and rail transportation industries, with the shipbuilding sector achieving a 68.1% year-on-year growth in 2024 [6][7]. - The local economy is bolstered by over 820 industrial enterprises, including 15 provincial manufacturing powerhouses, indicating a strong industrial foundation [7][9]. Group 3: Strategic Location and Infrastructure Development - The opening of the Shenzhen-Zhongshan Bridge has redefined the geographical advantages of Jiangmen, reducing travel time to Shenzhen to about one hour and facilitating the influx of high-end industries and resources [3][8]. - Jiangmen is actively developing three major industrial parks, aiming to attract significant investments and enhance its industrial capabilities, with plans for 169 projects exceeding 100 million yuan in total investment [9][10]. - The region is fostering a collaborative model with Shenzhen, focusing on integrating R&D and production, which is expected to enhance its competitive edge in the market [8][9].

北京商报讯（记者 马换换 王蔓蕾）12月2日晚间，爱克股份（300889）披露重组预案，公司股票将于12 月3日起复牌。 预案显示，爱克股份拟通过发行股份及支付现金的方式向严若红等23名交易对象购买东莞硅翔100%股 权，并向不超过35名特定投资者发行股份募集配套资金。本次交易预计构成重大资产重组、预计构成关 联交易、不构成重组上市。 预案显示，经交易各方协商，标的公司100%股权的交易价格暂定为22亿元。截至预案签署日，标的公 司的审计和评估工作尚未完成，标的资产评估结果及交易作价尚未确定。 爱克股份表示，通过本次交易，上市公司将进一步强化第二增长曲线，完善新能源板块的业务链，增强 在新能源电池及新能源汽车领域的全产业链配套服务能力，将业务拓展至数据中心液冷领域，依托新质 生产力实现高质量发展，提升公司持续经营能力及市场竞争力。 ...

本次交易系公司继续加码新能源赛道、践行新能源产业战略的重要举措，双方新能源领域的下游客户主 要为新能源动力电池企业、整车厂及储能客户，存在较强的客户及业务协同，双方的客户群体既有重叠 又有互补，交易完成后，公司将推动与标的公司的一体化发展战略，共享客户资源，提高现有客户群体 的服务效率和质量，进一步挖掘现有客户更多的产品品类需求，促进客户渗透，加速业务开拓，提升客 户粘性。 智通财经APP讯，爱克股份(300889.SZ)发布公告，公司拟通过发行股份及支付现金的方式向严若红等23 名交易对象购买东莞市硅翔绝缘材料有限公司100%股权，并向不超过35名特定投资者发行股份募集配 套资金，东莞硅翔100%股权的交易价格暂定为22亿元。公司股票将于2025年12月3日开市起复牌。 通过本次交易，公司将进一步强化第二增长曲线，完善新能源板块的业务链，增强在新能源电池及新能 源汽车领域的全产业链配套服务能力，将业务拓展至数据中心液冷领域，依托新质生产力实现高质量发 展，提升公司持续经营能力及市场竞争力。 ...

通过本次交易，公司将进一步强化第二增长曲线，完善新能源板块的业务链，增强在新能源电池及新能 源汽车领域的全产业链配套服务能力，将业务拓展至数据中心液冷领域，依托新质生产力实现高质量发 展，提升公司持续经营能力及市场竞争力。 爱克股份（300889）(300889.SZ)发布公告，公司拟通过发行股份及支付现金的方式向严若红等23名交 易对象购买东莞市硅翔绝缘材料有限公司100%股权，并向不超过35名特定投资者发行股份募集配套资 金，东莞硅翔100%股权的交易价格暂定为22亿元。公司股票将于2025年12月3日开市起复牌。 本次交易系公司继续加码新能源赛道、践行新能源产业战略的重要举措，双方新能源领域的下游客户主 要为新能源动力电池企业、整车厂及储能客户，存在较强的客户及业务协同，双方的客户群体既有重叠 又有互补，交易完成后，公司将推动与标的公司的一体化发展战略，共享客户资源，提高现有客户群体 的服务效率和质量，进一步挖掘现有客户更多的产品品类需求，促进客户渗透，加速业务开拓，提升客 户粘性。 ...

Core Viewpoint - Aik Co., Ltd. (300889) announced a major asset restructuring plan to acquire 100% equity of Dongguan Silicon Xiang for a transaction price of 2.2 billion yuan, enhancing its position in the new energy sector [1] Group 1: Transaction Details - The acquisition will be financed through a combination of issuing shares and cash payments to 23 transaction parties [1] - Aik Co. plans to issue shares to no more than 35 specific investors to raise supporting funds for the acquisition [1] - The transaction price for Dongguan Silicon Xiang is tentatively set at 2.2 billion yuan [1] Group 2: Business Implications - Dongguan Silicon Xiang's products cover two core areas: battery cell signal acquisition and thermal management [1] - The battery cell signal acquisition products are applicable in new energy power batteries and energy storage fields [1] - Thermal management products can be utilized in various sectors, including new energy power batteries, data centers, AI computing centers, internet cloud service providers, rail transit, and photovoltaics [1] Group 3: Strategic Importance - This transaction is a significant move for the company to strengthen its new energy strategy and enhance its second growth curve [1] - The acquisition will improve the business chain of the new energy segment and enhance the company's full industry chain service capabilities in new energy batteries and electric vehicles [1] - The business will also expand into the liquid cooling sector for data centers [1]

Core Viewpoint - The company plans to acquire 100% equity of Dongguan Silicon Xiang for a tentative price of 2.2 billion yuan through a combination of share issuance and cash payment, while also raising matching funds from up to 35 specific investors [1] Group 1: Acquisition Details - The acquisition involves 23 transaction parties, with the final valuation and transaction price of the target company yet to be determined due to ongoing audit and evaluation work [1] - The target company specializes in the research, design, manufacturing, and sales of products related to battery cell signal acquisition and thermal management [1] Group 2: Product Offerings - Key products include CCS integrated busbars, FPC flexible circuit boards, heating films, and thermal insulation cotton, with a focus on expanding into liquid cooling product lines such as liquid cooling plates and units [1] - Liquid cooling products are expected to generate revenue starting in 2024, with rapid growth anticipated in 2025 [1] Group 3: Market Applications - The products are widely used in sectors such as new energy power batteries, new energy vehicles, energy storage, data centers, AI computing centers, and internet cloud service providers [1]

Core Viewpoint - The solid-state battery industry is approaching a critical commercialization window in 2027, driven by technological breakthroughs and capacity planning from companies like Guanhong Intelligent, which are clearing industrialization obstacles and promoting high-quality development in the new energy battery sector [1][4][23]. Group 1: Industry Trends and Projections - The global lithium battery shipment is expected to reach 10 TWh by 2035, with solid-state battery penetration projected to be 5%-10% [5]. - 2027 is identified as a key milestone for the industry, marking both a technological breakthrough and a market validation period, with the first small-scale production of sulfide-based solid-state batteries anticipated [5][4]. - Major companies such as GAC Group and CATL are advancing their production plans, with GAC Group already testing small-scale production and aiming for mass production between 2027 and 2030 [5][6]. Group 2: Technological Developments - The solid-state battery technology landscape is evolving, with sulfide-based batteries emerging as the most promising option due to their high ionic conductivity and compatibility [9][10]. - Dry electrode technology is gaining traction as a solution to the challenges faced by sulfide solid-state batteries, offering significant advantages in terms of cost and process efficiency [11][12]. - The dry electrode process eliminates the need for liquid solvents, reducing energy consumption by over 30% and improving production efficiency [12][19]. Group 3: Company Focus and Innovations - Guanhong Intelligent is positioning itself as a key player in the dry electrode equipment sector, providing comprehensive solutions that span from laboratory development to large-scale production [16][18]. - The company has achieved significant advancements in its equipment, including a reduction in delivery cycles to under four months and high customer satisfaction with its tailored solutions [17][18]. - Guanhong Intelligent's innovations have been recognized with awards, highlighting its leadership in addressing industry challenges and setting benchmarks for technological innovation [21][23].