本文字数：1739，阅读时长大约3分钟 2025.09. 17 作者 | 第一财经 陈益刊 受多重因素影响，一些基层市县财政资金紧张，从而导致部分人才补贴、购房补贴等出现延迟发放情形。 根据山东省烟台市政府官网，今年以来多位烟台下辖的海阳市市民在网上咨询拖欠的人才补贴、购房补贴何时发放，并得到海阳市政府回复。 针对有人咨询自己在2024年8月申请了人才生活补贴并已公示，但尚未发放。9月2日海阳市政府回复称，经查海阳市人才补贴申请数量较多，涉及金 额巨大，受疫情大环境影响海阳市财政资金紧张，海阳市人才补贴采取逐步发放的方式，造成了部分延迟发放的问题。经多部门商讨，财政部门表示会 于今年11月20日前拨付资金，人社部门将在11月20日前发放。 今年5月份，海阳市政府热线回应有人咨询的去年研究生2万元购房补贴何时发放问题时，也重申了上述财政资金紧张困境。并透露目前当地采取"先发 放企业后发放机关事业、先发放生活补贴后发放购房补贴"的发放方式，对已经申请生活补贴、购房补贴的申请人逐步发放相应补贴。 部分财政补贴不能及时兑现情况并非海阳一地，其他个别地方也有类似情况。 今年7月，有网友在红网百姓呼声栏目咨询湖南省永州市 ...

Core Viewpoint - Taihe Technology (300801) has announced that its subsidiary, Hydrogen Power Materials, is currently operating a 300,000-ton ion membrane caustic soda project, which is expected to produce 7,500 tons of hydrogen annually, with a small portion sold externally and the majority used for power generation and steam production [1] Group 1 - The ion membrane caustic soda project has a production capacity of 300,000 tons [1] - The expected annual hydrogen production from the project is 7,500 tons [1] - Hydrogen sales revenue constitutes a small proportion of the overall revenue [1]

Group 1 - The core viewpoint of the article is that Taihe Technology is advancing its product applications in the robotics sector with its high-performance materials [2] - Taihe Technology's polyether ether ketone (PEEK) project has completed pilot testing, while the polyarylether nitrile (PEN) and polyphenylene sulfide (PPS) projects are currently in the pilot testing phase and have not yet reached mass production [2]

Group 1 - The company has reported that the NASION-type solid electrolyte preparation, modification, and application project in LI/LIFEPO4 solid-state batteries has generated revenue of 200,000 yuan, indicating some level of financial progress [2] - The project is still in the research and development stage, and the reported revenue is attributed to government subsidies received for the project [2]

Core Viewpoint - Longhua New Material (隆华新材) emphasizes its commitment to enhancing core competitiveness and long-term investment value through various projects and sustainable profit distribution policies [1] Group 1: Company Operations - Longhua New Material has implemented several projects since its listing, including a 160,000-ton polyether project, a 360,000-ton polyether project, a 310,000-ton polyether expansion project, and an amino-terminated polyether project [1] - The company's polyether production capacity has increased from 360,000 tons at the end of 2021 to 970,000 tons currently, with a 330,000-ton polyether polyol expansion project under construction [1] - The company's production and sales volume has been increasing year by year [1] Group 2: Information Disclosure and Investor Relations - Longhua New Material adheres to legal and regulatory requirements for information disclosure, ensuring that there are no significant matters that should have been disclosed but were not [1] - The company is committed to protecting the information rights of small and medium investors [1] Group 3: Profit Distribution Policy - Longhua New Material has established a reasonable and sustainable profit distribution policy, actively sharing operational results with investors through cash dividends [1] - The company distributed cash dividends of RMB 1.00 per 10 shares (including tax) for both 2021 and 2022, and plans to distribute RMB 1.50 per 10 shares for 2023, along with RMB 0.70 and RMB 0.80 per 10 shares for the first three quarters and the full year of 2024, respectively [1]

Core Viewpoint - The company is currently in the sample testing and optimization phase for its solid-state battery materials products, and it has not yet confirmed whether its lithium sulfide shipment has reached the ten-ton level [2]. Group 1 - Investors inquired about the company's lithium sulfide shipment volume [2] - The company responded that its solid-state battery materials are still undergoing sample testing and optimization [2]

Group 1 - The company has indicated that suppliers of phenol applications in the PEEK field mainly include foreign manufacturers from the United States and Japan [1] - The company has nearly completed sample submissions to major domestic PEEK manufacturers and is currently in the verification stage [1]

Group 1 - The core viewpoint of the article is that Fujilin Precision (300432.SZ) has announced that its subsidiary, Jiangxi Shenghua, currently has an annual production capacity of 300,000 tons of high-density lithium iron phosphate, and the related products are being supplied in bulk to core customers [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide updates on its production capabilities [1] - The focus on high-density lithium iron phosphate indicates a strategic alignment with the growing demand in the battery materials sector [1] - The bulk supply to core customers suggests a strong market position and potential for revenue growth [1]

Core Insights - The A-share market has experienced significant market value shrinkage over the past year, particularly highlighted by the "924 market" event, with 170 stocks losing value from September 24, 2024, to September 16, 2025 [1] Group 1: Market Value Shrinkage - A total of 170 stocks have seen their market value decrease, with 16 stocks losing over 10 billion yuan [1] - China Petroleum & Chemical Corporation (Sinopec) reported a market value loss of 106.9 billion yuan, representing a decline of 11.99% [2] - Shaanxi Coal and Chemical Industry Co., Ltd. experienced a market value reduction of 35.6 billion yuan, down 9.64% [2] - Wanhua Chemical Group Co., Ltd. saw a decrease of 29 billion yuan, reflecting a 10.78% drop [2] Group 2: Other Notable Companies - Guodian Technology & Environment Group Corporation lost 27.9 billion yuan, a decline of 11.43% [2] - Huaneng Water Power Co., Ltd. reported a market value decrease of 21.96 billion yuan, down 9.84% [2] - China General Nuclear Power Corporation's market value shrank by 15.6 billion yuan, a 6.59% decline [2] - Other companies such as China Coal Energy Company and Huali Group also reported significant losses, with declines of 11.88% and 14.84% respectively [2]

Group 1 - The core viewpoint is that oxide solid-state batteries are a type of solid-state battery, primarily using oxide materials as electrolytes, such as lithium aluminum titanium phosphate (LATP) and lithium lanthanum zirconium oxide (LLZO) [1] - The advantages of oxide batteries include high safety, high energy density, long cycle life, and relatively low research and development costs [1] - Oxide batteries are expected to play a significant role in various fields, including electric vehicles, energy storage systems, consumer electronics, and energy systems [1] Group 2 - Taihe Technology's solid-state electrolyte, lithium aluminum titanium phosphate (LATP), is currently in the pilot testing stage and has not yet generated sales [1] - The company has not initiated research and development for other oxide battery-related materials [1]