Core Viewpoint - Yinglian Co., Ltd. is accelerating its development in the new energy materials sector, marking a significant step in its dual-driven strategy of "fast-moving consumer goods metal packaging + new energy materials composite current collectors" [1][2] Group 1: Business Development - The headquarters of Jiangsu Yinglian Recycled Current Collector Co., Ltd. was inaugurated, establishing a foundation for large-scale production and aiming to become a global leader in composite current collector solutions [3] - Yinglian Co. is a leading manufacturer of easy-open lids in China and was the first to be listed in this sector on the Shenzhen Stock Exchange in 2017 [1] - The company is focusing on the dual main business model of fast-moving consumer goods metal packaging and new energy materials [1] Group 2: Product Development - Jiangsu Yinglian has developed composite copper foil and composite aluminum foil, which are currently undergoing testing with downstream customers in various battery applications [2] - The company has secured a bulk order from South Korean client U&SENERGY, expected to be fulfilled by December 2024 [1] - The total investment for the new energy power lithium battery composite current collector project is 3.089 billion yuan, with plans for 10 aluminum foil production lines and 134 copper foil production lines, aiming for an annual production capacity of 100 million square meters of aluminum foil and 500 million square meters of copper foil [1] Group 3: Strategic Partnerships - Jiangsu Yinglian signed a strategic cooperation agreement with a well-known automotive company in Guangzhou to develop integrated new materials for next-generation battery technology by March 2025 [2] - The company is advancing the application of composite current collector products in solid-state batteries, leveraging its expertise in vacuum deposition technology and innovative material development [2] Group 4: Industry Collaboration - The inauguration event gathered industry experts and upstream and downstream enterprises, facilitating deep exchanges on material processes and production equipment, thereby enhancing the international competitiveness of domestic materials [3]

Core Viewpoint - The 2025 High-Performance New Energy Materials Industry Conference will focus on new materials, new dynamics, and new ecosystems in the energy sector, highlighting the importance of innovation and collaboration in the industry [1]. Group 1: Conference Overview - The conference is organized by Gaogong Lithium Battery, Gaogong Energy Storage, and Gaogong Industry Research Institute (GGII) [1]. - The event will take place from July 8 to July 9, 2025, in Chengdu, Sichuan, at the Yang'an New City Conference Center [1]. Group 2: Key Sessions and Topics - The opening ceremony will feature speeches from industry leaders, including Zhang Xiaofei, Chairman of Gaogong Lithium Battery, and representatives from local government and key companies [2][3]. - Key topics include the transformation of battery materials under diverse demands, industrial applications of composite materials, and the future opportunities in solid-state battery technology [3][4]. Group 3: Specialized Sessions - Specialized sessions will cover new material applications, innovations in solid-state battery materials, and the development of battery recycling technologies [4][5]. - Discussions will focus on the challenges and opportunities in the commercialization of new materials, including the need for cost reduction and supply chain security [4][5].

Core Viewpoint - The company, Xin Yang Feng, emphasizes the importance of international cooperation and technological innovation in transforming from a traditional fertilizer manufacturer to a leader in both phosphate fertilizers and new energy materials, contributing to sustainable agricultural development and food security [1][2][8]. Group 1: International Cooperation - Xin Yang Feng has established strategic partnerships with international fertilizer giants, such as Germany's Compo Expert and the U.S. company Brandt, to enhance product offerings and technological capabilities [2][3]. - The collaboration with Compo Expert has led to the introduction of DMPP stabilized fertilizers in China, while the partnership with Brandt has resulted in the launch of the "Weibolang" specialty fertilizer series, which has shown significant improvements in crop quality and yield [2][5]. - The company is also working with Israel's chemical group to advance its international strategy, focusing on product, technology, and promotion [3]. Group 2: Research and Development - Xin Yang Feng has developed a comprehensive innovation system that integrates basic research and results transformation, significantly contributing to national food security [4]. - The collaboration with China Agricultural University has resulted in the development of specialized fertilizers, achieving an average yield increase of 8.6% across various crops [4]. - The company has also partnered with the National Agricultural Technology Promotion Service Center to promote new fertilizer technologies, leading to an average yield increase of 8% to 10% for field crops [4]. Group 3: Technological Advancements - Since 2016, Xin Yang Feng has focused on digital transformation and automation in production, implementing numerous projects to enhance efficiency and reduce energy consumption [6][7]. - The company is collaborating with leading agricultural technology firms to develop a smart agriculture platform, which has already shown promising results in wheat production [7]. Group 4: Green Industry Layout - Xin Yang Feng has recognized the opportunities in the new energy revolution and is transitioning from traditional phosphate fertilizers to new energy materials and fine chemicals [8][9]. - The partnerships with companies like Changzhou Lithium Source and GreeenMei have enabled Xin Yang Feng to establish a strong industrial chain in lithium iron phosphate materials, enhancing its market position [8][9]. - This strategic shift not only opens a new growth avenue for the company but also supports its green and sustainable development goals [9].

证券时报记者 臧晓松 陈澄 从唐代"扬一益二"的漕运枢纽，到上世纪90年代"八龙齐舞"的制造名城，扬州在历史上曾经多次站上时 代经济浪潮之巅。如今，这座千年古城以"6群13链"产业体系为引擎，正在续写千年商埠的新传奇。 2024年，扬州工业开票销售额达到9124亿元，4年连跨3个千亿级台阶。高技术船舶与海工装备、高端装 备、邗江数控成形机床、高邮智慧照明等产业先后入选国家级产业集群。全市实现GDP7809.64亿元， 同比增幅达到6.0%。 作为江苏的"腰部城市"，扬州已经提出"双万亿"目标：工业开票销售额2025年突破万亿大关、地区生产 总值"十五五"迈上万亿台阶。扬州市委书记王进健说："早日跨进万亿GDP行列、努力在现代化建设中 走在全国城市前列，是我们这一代人的重大使命和奋斗目标。" 打造"613"产业体系 初夏时节，位于扬州生态科技新城的华东航空谷，几栋宏伟的主体建筑巍然屹立。作为华东航空谷的核 心项目，航空科技扬州实验室总投入30亿元。据了解，该项目将集聚500名以上科研人员，助力扬州加 快打造千亿级航空产业集群，促进长三角航空产业链全面跨代升级。 近年来，在中国航空工业集团的大力支持下，扬州航空产 ...

Core Viewpoint - A group of technology companies specializing in green energy and new materials is rapidly emerging in Fangshan District, Beijing, supported by precise policy assistance, a favorable business environment, and a complete industrial ecosystem, contributing to high-quality regional development [1] Group 1: Company Innovations - Innovation Aishangjia Technology has developed AIHF graphene water-based three-dimensional flexible composite materials, achieving international advanced levels and becoming the sole official supplier of graphene thermal management technology for the Beijing 2022 Winter Olympics, with applications in electric vehicles and military defense [2] - Weilan New Energy has pioneered the mass production of hybrid solid-liquid power batteries with an energy density of 360Wh/kg, enabling electric vehicles to achieve a range of 1,000 kilometers, significantly enhancing safety and cycle life compared to traditional liquid batteries [3] - New Source Qing Material focuses on fire extinguishing agents for lithium batteries, which are environmentally friendly and effective, and has developed the world's first immersion cooling liquid suitable for energy storage systems, addressing multiple industry gaps [6] Group 2: Policy Support and Ecosystem - Fangshan District's tailored "Growth Package" supports rapid enterprise development, with initiatives like the "Fangshan Gathering Plan" facilitating talent introduction and settlement, addressing the talent shortage in high-tech companies [7] - The "front shop, back factory" model accelerates the transformation of research and development into practical applications, significantly improving the efficiency of technology iteration and reducing the time from laboratory to production line by 50% [7] - Government initiatives have helped companies like Innovation Aishangjia and Weilan New Energy quickly implement their products in market demonstration projects, enhancing their market reach [8] Group 3: Industry Development and Collaboration - Fangshan District has established a complete ecological chain from research and development to application in the new materials industry, hosting multiple graphene conferences and attracting strategic investments from state-owned capital [9] - Innovation Aishangjia has led the formulation of over ten industry standards, while Weilan New Energy has facilitated the gathering of upstream and downstream enterprises, enhancing the safety industrial chain for energy storage [9] - Looking ahead, companies aim to strengthen their roles in the new materials industry chain and contribute to the national new energy strategy and dual carbon goals through collaborative efforts with local development [9]

Group 1 - The project "Atomic-level Surface Coating Equipment for Micro-nanoparticles" won a gold medal at the 50th Geneva International Exhibition of Inventions, marking a significant breakthrough for China in the field of high-end powder material precision manufacturing equipment [2][4] - The Geneva International Exhibition of Inventions is one of the largest and oldest invention fairs globally, known for its rigorous evaluation process, often referred to as the "Oscar of the innovation world" [2] - The core research unit, Rigid Electric (Wuhan) Technology Co., Ltd., was founded in 2016 and focuses on key technology breakthroughs in the field of new energy materials, adhering to the mission of overcoming critical technology bottlenecks [2][4] Group 2 - The awarded technology has been successfully applied in strategic emerging industries such as new energy batteries, high-end thermal materials, and aerospace, providing critical technical support to leading companies like CATL, Huawei, and Aero Engine Corporation of China [4] - The project introduces the concept of "Extreme Construction/Extreme Control/Extreme Manufacturing (3E)" for micro-nanoparticle surface treatment, representing a significant advancement in the micro-nanoparticle atomic-level manufacturing sector [3]

Core Viewpoint - The establishment of the composite flow battery headquarters by Guangdong Yinglian Packaging Co., Ltd. marks a significant step in enhancing the company's competitiveness in the composite flow field and its future development plans [1][2]. Group 1: Company Developments - The headquarters of Jiangsu Yinglian, a subsidiary of Yinglian, was inaugurated on July 2, showcasing the company's core competitiveness in the composite flow field and its commitment to high-quality battery technology research and industrialization [1]. - Yinglian has invested a total of 3.089 billion yuan in projects for lithium battery composite aluminum and copper foils, planning to build 10 production lines for composite aluminum foil and 134 for composite copper foil, with an expected annual production capacity of 100 million square meters of composite aluminum foil and 500 million square meters of composite copper foil [2]. - The establishment of the headquarters is seen as a new phase for Jiangsu Yinglian in terms of technological innovation and industrial upgrading, positioning the company as a global leader in composite flow solutions [3]. Group 2: Industry Insights - The composite flow materials are critical for the safety and efficiency of products in the fields of new energy batteries and electronic devices, indicating the importance of Jiangsu Yinglian's advancements in this area [3]. - The event gathered industry experts and partners, facilitating deep exchanges on material processes, production equipment, and application scenarios, which promotes collaborative innovation within the composite flow industry [1].

Group 1 - The core viewpoint of the articles highlights Zhongwei Co., Ltd.'s (300919.SZ) strategic share repurchase plan, which aims to enhance employee motivation and confidence in the company's long-term growth in the new energy materials sector [1][2] - As of the announcement date, Zhongwei has repurchased 18.95 million shares, accounting for 2.02% of its total share capital, with a total transaction amount of 660 million yuan and an average repurchase price of approximately 35 yuan per share [1] - The company plans to invest between 500 million yuan and 1 billion yuan in the repurchase program, which is intended to support a future employee equity incentive plan [1] Group 2 - Zhongwei has established a comprehensive global capability in the new energy materials sector, covering the entire supply chain from resources to manufacturing and market [2] - The company has secured its supply chain by deeply investing in four nickel production bases in Indonesia, enhancing its self-sufficiency in nickel raw materials [2] - Zhongwei's ongoing share repurchase is expected to stabilize its position in the capital market and boost investor confidence, reflecting its commitment to long-term development in the new energy materials sector [2]

Core Viewpoint - The article highlights the growth and development of Weiming Environmental Protection over the past decade, emphasizing its successful transition from a machinery manufacturer to a leader in waste incineration and environmental solutions [2][11]. Group 1: Company History and Development - Weiming Environmental Protection was founded on the basis of the Xinghuo Light Industry Machinery Factory established in the 1980s, which initially produced valves and food machinery parts [4]. - In 1998, the company pivoted to waste incineration equipment after recognizing a market opportunity presented by the local government’s plans to build a waste incineration plant [4][6]. - The company successfully developed domestic waste incineration technology, overcoming initial challenges related to the unique characteristics of domestic waste [6][7]. Group 2: Business Segments and Growth - Weiming Environmental Protection has established three main business segments: environmental governance, equipment manufacturing, and new energy materials [2][7]. - As of the end of 2024, the company operates 55 waste incineration power generation projects across the country, with a daily waste processing capacity of 37,300 tons [6][7]. - The company has expanded its operations to include waste collection, incineration power generation, and treatment of various types of waste, leveraging its technological advantages [7]. Group 3: Technological and Strategic Innovations - The company has developed a comprehensive environmental equipment solution that includes flue gas purification systems and automatic control systems, enhancing its manufacturing capabilities [7][8]. - In 2022, Weiming Environmental Protection initiated its first high-nickel project in Indonesia, marking its entry into the new materials sector [7][8]. - The company has established a synergy between its existing waste incineration technology and new material production, leading to innovations in nickel smelting processes [10]. Group 4: Management Philosophy and Future Outlook - The company emphasizes a pragmatic growth strategy, avoiding trends without prior experience, which has contributed to its consistent performance over the past decade [9]. - A unique management philosophy involves sharing a significant portion of project profits with the operational management team, fostering loyalty and stability within the workforce [10]. - Looking ahead, the company aims to continue expanding in the low-carbon environmental sector and explore opportunities for industry consolidation and international market expansion [11].

文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人： 陆银波（15210860866） 袁玲玲（微信 Yuen43） 报告摘要 近一周，政策主要聚焦产业及主题投资领域。涉及"十五五"规划、国防军工、新能源材料、黄金等。 1 ）"十五五"规划 ： 6 月 25 日，总理在第十六届夏季达沃斯论坛开幕式提到，"过去 70 多年，我 们实施了 14 个五年规划，今年还将制定第 15 个五年规划"。 2 ）新能源材料 ： 6 月 23 日至 24 日，何立峰在河北调研新能源新材料产业发展，提出"持续推动 高端装备制造、智能光伏、清洁能源、新材料等企业创新发展，并综合整治内卷式竞争"。 3 ）国防军工 ： 6 月 24 日，国新办举行新闻发布会，介绍中国人民抗日战争暨世界反法西斯战争胜 利 80 周年纪念活动总体安排。 9 月 3 日，北京天安门广场将隆重举行纪念中国人民抗日战争暨世界 反法西斯战争胜利 80 周年大会，总书记将发表重要讲话。 4 ）黄金 ： 6 月 23 日，工信部等九部门印发《黄金产业高质量发展实施方案（ 2025-2027 年）》，提出到 2027 ...