中新社安徽蚌埠11月21日电 (记者赵强)第五届国际新材料产业大会21日在安徽省蚌埠市开幕，共签约项 目162个，总投资701.97亿元(人民币，下同)。 据悉，国际新材料产业大会已逐步成为安徽链接全球创新资源、展示开放创新形象、推动新材料产业高 质量发展的重要平台。(完) （文章来源：中国新闻网） 11月21日，第五届国际新材料产业大会在安徽省蚌埠市开幕。图为会场展示蚌埠生产的30微米超薄柔性 玻璃。中新社记者赵强摄 安徽省副省长李中表示，过去五年，安徽新材料产业产值年均增长超10%，2024年新材料产业全产业链 营收规模超9000亿元，今年预计将达万亿元，形成了先进金属材料、先进化工材料、硅基新材料三大千 亿级产业集群和新型显示材料、新能源材料等百亿级产业链，为该省制造业的发展跃升提供了有力支 撑。 当天，赛迪顾问股份有限公司副总裁李珂在发布《2025十大颠覆性前沿材料暨新材料产业高质量发展研 究》时称，"十五五"新型工业化加速推进，中国新材料产业将步入黄金发展期。加快发展新质生产力、 布局建设未来产业、推动绿色低碳转型、实现数智化发展是中国当前和未来一段时期制造业发展的主要 方向和任务。 本届大会以"新 ...

Core Viewpoint - The company, Jingyuntong, is currently involved in a legal dispute regarding a contract with the Ulaanbaatar City Construction Investment Company, which has resulted in a significant financial judgment against the company [1][4]. Group 1: Legal Dispute - Jingyuntong and its wholly-owned subsidiary have received a civil judgment requiring them to pay 210 million yuan in construction fees and 22.42 million yuan in interest for the period from June 1, 2017, to August 19, 2019 [4]. - The company plans to appeal the judgment, indicating uncertainty regarding the impact of this lawsuit on current and future profits [4]. - The dispute traces back to a 2017 investment agreement where the construction company was supposed to invest in the project but failed to complete the necessary procedures [4]. Group 2: Financial Performance - Jingyuntong has reported a significant loss of 2.36 billion yuan in net profit for 2024, with revenue halving compared to previous years [5]. - In the first three quarters of the current year, the company achieved revenue of 2.457 billion yuan, a year-on-year decline of 37.55%, and a net loss of 227 million yuan [5]. - The company attributes its financial downturn to adjustments in its new materials business, aiming to improve operational efficiency and control costs [5]. Group 3: Litigation Context - Over the past 12 months, Jingyuntong has been involved in litigation and arbitration cases amounting to 1.05 billion yuan, which represents 11.73% of its latest audited net assets [4]. - The types of disputes include various contract issues, with amounts ranging from hundreds of thousands to millions [4].

Group 1 - The core viewpoint emphasizes the need for multi-channel exploration of potential to stabilize employment for key groups, as highlighted by the 20th Central Committee's Fourth Plenary Session [1] - A series of policies aimed at stabilizing and promoting employment are currently being implemented, enhancing the quality and expansion of the job market [1] Group 2 - Autumn recruitment activities targeting key groups such as college graduates have commenced nationwide, with over 10,000 job fairs providing more than 7 million job positions in the past two months [3] - Emerging industries like new materials and optoelectronics have seen job openings increase by over 50% year-on-year, while the demand for positions in the elderly care industry has grown by over 30% [3] Group 3 - The government has intensified support policies for stabilizing and expanding jobs, with a total of 19.6 billion yuan allocated for job stabilization refunds and 16.6 billion yuan for training and employment promotion expenditures in the first three quarters [5] - The reduction of unemployment insurance rates has saved enterprises 138.4 billion yuan in labor costs [5] - Support policies for small and micro enterprises, including guaranteed loans, tax reductions, and entrepreneurial subsidies, are also in place [5] Group 4 - The "14th Five-Year Plan" suggests strengthening the coordination between industry and employment, actively cultivating new professions and job positions [7] - The Ministry of Human Resources and Social Security has completed 95 new national occupational standards, with half focused on life services to meet the demand for talent in areas like elderly care and childcare [7] - Nearly 40% of the new standards are related to advanced manufacturing, digital economy, and green economy, addressing the urgent need for talent in industrial transformation and emerging industry development [7]

会议要求，中央企业要坚持主动谋划、加强集团战略引领，坚持防范内卷、优化行业资源配置，坚持提 升本领、增强战新整合能力，坚持融合为本、打造一体化竞争优势，坚持协同推进、形成整体工作合 力。 8组17家单位分两批进行了重点项目集中签约，主要涉及新材料、人工智能、邮轮运营、检验检测、航 空物流等关键领域。 会议指出，各中央企业高度重视专业化整合工作，去年以来，围绕服务国家战略、推动科技创新、促进 高质量发展，持续调整存量、优化增量。通过一系列整合，进一步优化产业布局，提高资源配置效率， 提升企业核心竞争力。 11月21日，国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式，深入学习领会 习近平总书记重要指示批示精神，贯彻落实党的二十届四中全会关于推进国有经济布局优化和结构调整 的重要部署，总结前一阶段专业化整合工作进展成效，组织重点项目签约，明确当前阶段新任务新要 求。 ...

天眼查App显示，近日，上海君皓博美新材料有限公司成立，法定代表人为成鹏，注册资本1000万人民 币，经营范围为一般项目：电子专用材料销售；电子专用材料研发；新材料技术研发；资源循环利用服 务技术咨询；资源再生利用技术研发；电池销售；蓄电池租赁；充电控制设备租赁；电子元器件批发； 电子元器件零售；新能源汽车换电设施销售；电子专用设备销售；储能技术服务；新兴能源技术研发； 专用化学产品销售（不含危险化学品）；化工产品销售（不含许可类化工产品）；有色金属合金销售； 新能源汽车电附件销售；塑料制品销售；新型金属功能材料销售；金属矿石销售；金属材料销售；货物 进出口；技术进出口；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，绵阳呈邦新材料有限公司成立，法定代表人为谢明辉，注册资本2000万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；新材料 技术研发；化工产品销售（不含许可类化工产品）；专用化学产品销售（不含危险化学品）；合成材料 销售；石油制品销售（不含危险化学品）；生物化工产品技术研发；金属材料销售；非金属矿及制品销 售；建筑材料销售；金属结构销售；高性能有色金属及合金材料销售；金属基复合材料和陶瓷基复合材 料销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）（涉及国家规定实施准入特 别管理措施的除外）。 ...

Group 1 - The core investment theme for 2026 is transitioning from extreme growth to balanced allocation, focusing on sectors with strong performance potential [3][11] - In the technology sector, the report highlights that industries related to artificial intelligence and embodied intelligence are expected to experience a slowdown in profit growth after rapid valuation increases, suggesting a focus on segments with relatively low historical valuations and strong earnings support [3][11] - For traditional industries, the report recommends focusing on upstream sectors benefiting from "AI+" enhancements and profit recovery opportunities following capacity clearance driven by anti-involution policies [3][11] Group 2 - The report identifies a potential recovery in downstream consumer sectors during the 2026-2027 inventory cycle, alongside a gradual return of long-term capital to the market, suggesting a sustained allocation window for industries such as food and beverage, pharmaceuticals, and duty-free concepts [3][11] - The recommended top ten stocks for 2026 include: 300568.SZ Xingyuan Material, 601233.SH Tongkun Co., 603755.SH Richen Co., 300442.SZ Runze Technology, 688303.SH Daqian Energy, 002920.SZ Desay SV, 688041.SH Haiguang Information, 603993.SH Luoyang Molybdenum, 603583.SH Jiechang Drive, and 002027.SZ Focus Media [4][13] - The report provides a detailed earnings forecast and valuation for the recommended stocks, indicating expected earnings per share (EPS) and price-to-earnings (PE) ratios for 2025 and 2026 [16]

吴政隆强调，好的营商环境既是软实力，更是竞争力。要坚持有效市场和有为政府相结合，着力打造市 场化法治化国际化一流营商环境，建设法治经济、信用经济，激发各类经营主体活力。要持续优化政务 服务、提升行政效能，常态化推进"高效办成一件事"，加力推动"一表通"建设，深入整治形式主义，更 好地为基层减负、为企业赋能。 新华社南京11月21日电 国务委员兼国务院秘书长吴政隆18日至21日在安徽、江苏调研经济运行、政务 服务等工作。他强调，要深入学习贯彻习近平总书记重要指示和党的二十届四中全会精神，切实把思想 和行动统一到党中央、国务院决策部署上来，紧紧围绕高质量发展主题，统筹发展和安全、兼顾当前和 长远，细化落实各项政策举措，加强跨年度工作衔接，着力稳就业、稳企业、稳市场、稳预期，坚定信 心、克难奋进，全力以赴完成全年经济社会发展目标任务。 吴政隆先后到合肥市、蚌埠市和无锡市、南京市，实地调研新能源汽车、人工智能、量子科技、新材 料、商业航天等企业和政务服务中心，并与有关地方政府、企业座谈交流。他指出，当前我国经济运行 总体平稳、稳中有进，要保持定力、坚定信心，坚持扩大内需这个战略基点，因地制宜发展新质生产 力，加快建设 ...

国务院国资委11月21日组织召开中央企业专业化整合推进会并举行重点项目签约仪式。会议指出，去年 以来，中央企业通过专业化整合，优化产业布局，提高资源配置效率，提升企业核心竞争力。会议要求 中央企业坚持主动谋划、加强集团战略引领，坚持防范内卷、优化行业资源配置，坚持提升本领、增强 战新整合能力，坚持融合为本、打造一体化竞争优势，坚持协同推进、形成整体工作合力。8组17家单 位分两批进行了重点项目集中签约，主要涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关 键领域。航空工业集团、中国石化、中国一汽、中国五矿、华润集团、中国建材等6家中央企业作了交 流发言。（国务院国资委） ...

Group 1 - The core viewpoint emphasizes that the formulation and implementation of five-year plans is a significant experience for the Chinese Communist Party and a political advantage of socialism with Chinese characteristics [1] - The upcoming "15th Five-Year Plan" is set against a backdrop of instability and uncertainty in the international environment, with global challenges such as climate change, food security, and trade protectionism [1] - High-quality development is highlighted as a key principle for China's economic and social development during the "15th Five-Year Plan" period, focusing on emerging industries like new energy, aerospace, artificial intelligence, and semiconductors [1][2] Group 2 - The "15th Five-Year Plan" suggests that China will actively expand its openness, promote trade innovation, and enhance bilateral investment cooperation, including measures to attract foreign investment [2] - The establishment of the Hainan Free Trade Port is noted as a significant development, with global attention on how China will welcome foreign investment during the "15th Five-Year Plan" [2] - The action plan for the China-Pakistan community of shared destiny (2025-2029) aims to strengthen political trust, economic ties, and security cooperation, aligning with key development areas mentioned in the "15th Five-Year Plan" [2] Group 3 - The world anticipates a higher quality of development from China, with the "15th Five-Year Plan" expected to gradually meet these expectations [3] - The plan is seen as a pathway for China to achieve new breakthroughs in high-quality development and to advance towards a new stage of socialist construction [3] - An open, efficient, and vibrant China is projected to bring more certainty and development opportunities to the world, which are particularly valuable in the current global context [3]