Core Viewpoint - The article emphasizes the strategic plans and aspirations of various companies as they embark on the "15th Five-Year Plan" period, highlighting their commitment to innovation, technology, and global competitiveness. Group 1: BYD - BYD aims to maintain significant R&D and financial investment to solidify its position in electrification and promote smart technology, leveraging global resources for innovation [4] - The company has achieved a tenfold increase in annual sales during the "14th Five-Year Plan" and seeks to capitalize on the global expansion of Chinese brands [4] Group 2: Oriental Fortune - Oriental Fortune expresses confidence in the resilience of the Chinese economy and emphasizes the importance of financial technology in connecting wealth management with real economy financing [6] - The company aims to serve diverse stakeholders and enhance its role in the financial transformation landscape [6] Group 3: Moore Threads - Moore Threads focuses on accelerating the application of domestic GPUs across various industries, contributing to the digital transformation [8] - The company has established a comprehensive technology stack and aims to maintain high R&D investment to strengthen its competitive edge [8] Group 4: Muyuan Foods - Muyuan Foods is committed to producing safe and healthy pork products, responding to consumer demand while advancing the pig farming industry towards high-quality development [10] - The company plans to leverage technology to address industry challenges and enhance overall quality [10] Group 5: Zhongwei Company - Zhongwei Company aims to achieve 50% to 60% market coverage in high-end semiconductor equipment through organic growth and expansion over the next five to ten years [12] - The company emphasizes collaboration within the industry to enhance global competitiveness [12] Group 6: AVIC Shenyang Aircraft - AVIC Shenyang Aircraft is focused on achieving significant milestones in the "15th Five-Year Plan" by enhancing core functions and competitiveness [14] - The company aims to contribute to the construction of a strong aviation nation through strategic initiatives [14] Group 7: Huayou Cobalt - Huayou Cobalt plans to align its strategy with national planning during the "15th Five-Year Plan," focusing on creating customer value and leading industry development [16] - The company aims to become a leading technology enterprise in energy materials [16] Group 8: Aier Eye Hospital - Aier Eye Hospital integrates its development with national strategies, focusing on innovation in eye health services and technology [18] - The company aims to enhance its service network and collaborate with partners to improve public health outcomes [18] Group 9: Tinci Materials - Tinci Materials is committed to sustainable development through innovation in lithium-ion battery materials and specialty chemicals [21] - The company anticipates a new growth cycle in the lithium and energy storage industries over the next five years [21] Group 10: JinkoSolar - JinkoSolar emphasizes technology innovation as a core driver for its development, focusing on high-efficiency solar cell technologies [23] - The company aims to integrate advanced technologies with traditional manufacturing to foster new productive capabilities [23] Group 11: Jishi Media - Jishi Media aims to integrate cultural and technological advancements, focusing on becoming a leading cultural technology enterprise [25] - The company plans to leverage AI and digital transformation to enhance its service offerings [25] Group 12: China National Machinery Industry Corporation - China National Machinery Industry Corporation is focused on deepening its role in China's modernization efforts while enhancing its international competitiveness [27] - The company aims to foster new productive capabilities in emerging sectors such as green engineering and digital infrastructure [27]

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 卫星互联网蓬勃发展,化工机会何在?20260104 摘要 在调研究要和海沿政协议 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 国材料等公司在陶瓷管壳领域具有竞争优势vpq型受益于卫星互联网的快 速发展,相关企业在碳纤维、钛合金郝高温合金等领域也将迎来发展机遇。 0&A 卫星互联网在未来通信中的作用和前景如何? 卫星互联网在未来通信中具有重要的作用和广阔的前景。首先,卫星通信体系具 备良好的覆盖性和灵活性,能够有效补充传统 5G、6G 地面基站,特别是在自然 灾害如地震、洪水、飓风等情况下,可以快速恢复灾区与外界的通讯联系。此外, 从国家安全角度来看,卫星通信也具有重要意义。例如,在俄乌冲突期间,SpaceX 为鸟克兰提供了卫星支持,这提升了人们对卫星通信的认知。 在民用领域,大 规模低轨卫星布局后,将显著提高接收宽带信号的速度,从而解决当前信号传输 速度较慢的问题。随着 6G 网络、智慧城市和自动驾驶等场景的发展,卫星通信 将有更大的发展空间。具体应用场景包括政府资源监测、应急保障,以及科研、 交通和媒体等领域。 要加海 ...

在研发投入方面，公司年均研发费用占比超5%，研发团队中博士及高级工程师占比达30%，并与华南 理工大学、中科院过程工程研究所等机构建立联合实验室。这种"产学研用"一体化模式，使其在纳米级 二氧化硅制备、高纯度提纯等关键技术领域保持**地位。 二、生产体系：智能化与标准化双轮驱动 公司打造了万吨级智能化生产线，通过DCS自动化控制系统实现从原料投料到成品包装的全流程数字化 管理。该系统可实时监测反应釜温度、压力、pH值等20余项关键参数，误差控制在±0.5%以内，确保产 品批次间稳定性达99.9%。例如，其食品级二氧化硅产品粒径分布系数（PDI）≤0.3，远优于行业标准的 ≤0.5，有效解决了下游客户因原料波动导致的生产工艺调整难题。 在质量控制环节，公司构建了"三级检测体系"：原料入厂需通过重金属、微生物等12项指标检测；生产 过程中设置6个在线监测点；成品出厂前需经过X射线衍射仪（XRD）、激光粒度分析仪等国际设备检 测。其自建的微生物检测实验室达到CNAS认可标准，可检测包括大肠杆菌、沙门氏菌在内的8类致病 菌，检测灵敏度达1CFU/g。 三、应用场景：九大功能赋能多元产业 中琦的二氧化硅产品凭借提高品质 ...

2025年A股最后一个交易日圆满收官。回望全年，市场交易活跃，"日成交超万亿"已成常态，结构 性"科技牛"行情贯穿始终，各大主要指数全线飘红，交出亮眼成绩单。其中，创业板指以近50%的年度 涨幅强势领跑；沪指于10月28日一举突破4000点大关，创下近十年新高；A股总市值跃升至近109万亿 元，年内新增近23万亿元，一举刷新历史纪录。 | 天普股份 sh605255 | 泊 | | | | + 自选 | | --- | --- | --- | --- | --- | --- | | 218.02 0.00(0.00%) | | | | | | | - 味分 | 张师价 239.82 | 量比 - | 总股本 1.34亿 | 成交量 -- 手 | | | 均价 218.02 | 跌停价 196.22 | 受比 - | 总市值 292.32亿 | 成交额 = | | | 看漫 - | 3日涨幅 +21.00% | 换手霉 0.00% | 每股净资产 6.0182 | 市盈率(静) 884.05 | | | 最近 = | 5日放幅 +40.12% | 云幅 0.00% | 流通股本 1.34亿 | 市盈率(TTM) ...

12月30日，广西北部湾港在进行第1000万个标箱吊装（无人机照片）。新华社记者 周华 摄通道效能的释放，同样体现在产业链条的延伸上。位于中国-马来 西亚钦州产业园区的泰尔新材料（钦州）有限公司，是一家由中马企业合资成立的新材料企业，生产的甘蔗蜡及多种蜡复合材料远销越南、新加坡、马来西 亚、泰国等国家和地区。"企业选择落地钦州，看中的正是港口和通道优势。"公司总经理张峻峰说，航线和班列让产品更快走向国际市场，运输周期缩短、 效率提升，资金回笼加快，为企业面向东盟、走向全球提供了有力保障。随着航线和班列网络不断完善，中粮油脂（钦州）有限公司发展出港口托管、公路 配送等新模式，整体效率较去年提升43%。公司总经理李健表示，企业已通过钦州港向越南、泰国、马来西亚、印度尼西亚等国家出口油脂及副产品，正加 快将钦州基地打造为面向东盟的重要油脂产业节点。港通天下，货畅其流。随着北部湾港迈入千万标箱时代，西部陆海新通道正不断释放联通效应，承载着 中国西部向海而行的步伐，也为中国与东盟深化合作注入持续动力。 12月30日，广西北部湾港在进行第1000万个标箱吊装（无人机照片）。新华社记者 周华 摄"北部湾港的区位和通道优势， ...

数据显示，富荣基金旗下1只基金重仓惠柏新材。富荣福康混合A（005104）三季度增持7000股，持有 股数1.17万股，占基金净值比例为2.32%，位居第七大重仓股。根据测算，今日浮盈赚取约4095元。 富荣福康混合A（005104）成立日期2018年2月11日，最新规模543.7万。今年以来收益50.57%，同类排 名1160/8087；近一年收益45.43%，同类排名1302/8085；成立以来收益24.55%。 富荣福康混合A（005104）基金经理为姜帆。 12月30日，惠柏新材涨1.06%，截至发稿，报33.48元/股，成交3766.30万元，换手率2.35%，总市值 30.89亿元。 资料显示，惠柏新材料科技(上海)股份有限公司位于上海市嘉定区江桥镇博园路558号第2幢，成立日期 2010年12月15日，上市日期2023年10月31日，公司主营业务涉及特种配方改性环氧树脂系列产品的研 发、生产和销售,主要包括风电叶片用环氧树脂、新型复合材料用环氧树脂、电子电气绝缘封装用环氧 树脂等多个应用系列产品。主营业务收入构成为：风电叶片用环氧树脂系列81.88%，新型复合材料用 环氧树脂系列13.74%，电 ...

Market Performance - On December 29, 2025, the A-share market showed mixed results with the Shanghai Composite Index closing at 3965.28 points, up 0.04%, while the Shenzhen Component Index fell 0.49% to 13537.10 points, and the ChiNext Index dropped 0.66% to 3222.61 points. Over 3300 stocks declined, with total trading volume at 2.14 trillion yuan, a decrease of 20.8 billion yuan from the previous trading day [1] - The Hong Kong stock market opened higher but closed lower, with the Hang Seng Index down 0.71% to 25635.23 points, and a total trading volume of 224.5 billion HKD. The Hang Seng China Enterprises Index fell 0.26% to 8891.71 points, and the Hang Seng Tech Index decreased by 0.3% to 5483.01 points [1] - In the US market, the Dow Jones Industrial Average rose 0.61% to 47716.42 points, the S&P 500 increased by 0.54% to 6849.09 points, and the Nasdaq Composite gained 0.65% to 23365.69 points [1] New Stock Listings - Three new stocks were listed today with no new stock subscriptions. - Strong One Co., Ltd. (stock code 688809) listed at 85.09 yuan per share with a price-to-earnings ratio of 48.55. The company specializes in advanced integrated circuit wafer testing probe cards and provides semiconductor testing solutions globally [2] - Yufan Technology (stock code 001396) listed at 22.29 yuan per share with a price-to-earnings ratio of 19.77. The company focuses on underground pipeline management and operation, addressing urban flooding and water pollution issues [2] - Shuangxin Environmental Protection (stock code 001369) listed at 6.85 yuan per share with a price-to-earnings ratio of 16.19. The company is involved in the research, production, and sales of polyvinyl alcohol and related products [3] Regulatory News - The State Administration for Market Regulation outlined key tasks for 2026, emphasizing the need to strengthen antitrust and unfair competition enforcement, improve market entry and exit systems, and enhance the protection of intellectual property and trade secrets. The focus will also be on regulating platform economies and ensuring compliance with platform rules [4] Fiscal Data - From January to November, state-owned enterprises reported total operating revenue of 756257.6 billion yuan, reflecting a year-on-year growth of 1.0%. However, profits decreased by 3.1% to 37194.5 billion yuan during the same period [6][7]

每经AI快讯，湘潭电化（SZ 002125，收盘价：14.65元）12月29日晚间发布公告称，公司第九届第十一 次董事会会议于2025年12月26日以电话、微信等方式送达公司各位董事，会议于2025年12月29日以通讯 表决的方式召开。会议审议了《关于募集资金投资项目延期的议案》等文件。 2025年1至6月份，湘潭电化的营业收入构成为：化工材料行业占比91.19%，污水处理行业占比6.4%， 其他业务占比2.41%。 截至发稿，湘潭电化市值为92亿元。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 曾健辉） ...

Summary of Key Points Core Viewpoint - The A-share market will see four new stocks listed during the last three trading days of 2025, with no new stock subscriptions available for investors during this period. The recent trend shows a strong "profit effect" from new stocks, with significant gains reported on their first trading days. Group 1: Upcoming New Stock Listings - Four new stocks will be listed on the A-share market: Yufan Technology (001396), Qiangyi Semiconductor (688809), Shuangxin Environmental Protection (001369), and Hengdong Optical Communication Technology (920045) [1][3] - Yufan Technology will be listed on December 30, 2025, while Hengdong Optical Communication will be listed on December 31, 2025 [3] Group 2: Recent New Stock Performance - Last week, five new stocks were listed, with four of them achieving significant first-day gains. Notably, Nabai Chuan's stock saw a first-day profit of 46,200 yuan per subscription [1][10] - Jiangsu Xihua New Energy Technology's stock had a first-day closing price of 36.81 yuan, up 264.46% from its issue price of 10.1 yuan, resulting in a profit of 13,352 yuan per subscription [11] - Nabai Chuan's stock closed at 115 yuan, a 408.18% increase from its issue price of 22.63 yuan, yielding a profit of 46,200 yuan per subscription [12] Group 3: Company Profiles of New Listings - Yufan Technology focuses on underground pipeline detection and has over 60 relevant qualifications and certifications [4][5] - Qiangyi Semiconductor specializes in semiconductor design and manufacturing, particularly in the development and production of MEMS probe cards, breaking the foreign monopoly in this field [6] - Shuangxin Environmental Protection is engaged in the production and sales of polyvinyl alcohol (PVA) and related chemical materials, with a complete PVA industry chain [7] - Hengdong Optical Communication develops and manufactures passive optical devices, with a focus on AI data center networks and long-term partnerships with major clients [9]

2、公司 LCP 业务进展情况和未来发展规划？ 公司 LCP 产品主要应用于以高频高速信号传输为核心的通信和信 号信息传输等产业中，公司的 LCP 薄膜全系列产品目前均已达到可量 产状态，可应用于毫米波频段手机、脑机接口等领域。目前在通信领 域，公司与电子通信行业国内某家知名头部客户验证已完成，预计近 期将实现批量化交付；在脑机接口领域，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 正在进行临床试验工作，进展顺利。国内相关行业客户目前也正在对 接中。 LCP 电子纤维布拥有非常低的介电常数和介电损耗等优异性能， 可用于 6G 基站和 AI 服务器的 PCB 硬板中，公司正在与下游某头部客 户进行高速服务器的 PCB 硬板验证开发工作，一旦 LCP 纤维布在该领 域中验证成功，将对下一代高速服务器的整体成本管控和产品性能上 将带来巨大的提升。 证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2025-12-25 投资者关系活动 类别 □特定对象调研 ☑ 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活 ...