Core Viewpoint - The company, Yinglian Co., Ltd. (002846.SZ), is experiencing a significant recovery in performance, with a notable increase in stock price following the announcement of its half-year earnings forecast, indicating strong growth in both revenue and net profit [2][3][6]. Financial Performance - For the first half of 2025, Yinglian expects revenue between 1.07 billion to 1.13 billion yuan, representing a year-on-year growth of 9.85% to 16.01% [3][4]. - The projected net profit for the same period is between 23 million to 28 million yuan, reflecting a substantial increase of 360.57% to 460.70% compared to the previous year [3][4]. - The company also anticipates a non-recurring net profit of 17.5 million to 22.5 million yuan, marking a growth of 638.58% to 849.61% year-on-year [3]. Business Segments - Yinglian is actively developing its dual business model, focusing on fast-moving consumer goods metal packaging and new energy materials, particularly in the easy-open lid segment [3][4]. - The easy-open lid segment has shown steady revenue growth and improved operational efficiency, benefiting from the company's global development strategy and technological advancements [4][5]. Market Expansion - The company has achieved significant growth in its export business, with overseas sales reaching 671 million yuan in 2024, an increase of 43.62% [10]. - The easy-open lid products have gained a competitive edge in the market, with revenue from canned easy-open lids increasing by 37.49% to 769 million yuan in 2024 [11]. Research and Development - Yinglian continues to invest in R&D, with expenses reaching 60.05 million yuan in 2024, a year-on-year increase of 4.96% [9]. - The company has established a joint research institute with a leading manufacturer in the field of composite flow battery technology, focusing on the development of solid-state battery materials [12][13]. Stock Performance - Since 2025, Yinglian's stock price has increased by approximately 100%, reflecting investor confidence in the company's recovery and growth prospects [2][13].

2025年初夏，站在广西玉林海港码头眺望，12台门座式起重机巍然矗立，货轮破开蔚蓝海面，留下道道白浪…… 广西壮族自治区玉林市，一个距海仅2千米，却"近海不沿海"的内陆城市，用"借地建港"的创新举措，在北海市域内建起自己的海港码头，由内陆城市 华丽转身成为沿海城市。2023年12月28日，当第一艘货轮稳稳停靠在玉林海港码头，744万玉林人民的向海梦想终于照进现实。 从全局谋划一域，以一域服务全局。近年来，玉林市主动融入国家重大发展战略，大力发展向海经济，获列为平陆运河经济带核心城市、广西向海经济 拓展区，从内陆城市跃升为广西第4个沿海城市。 借地建港，由内陆城市跃升为广西第四个沿海城市 玉林地处桂东南，毗邻粤港澳，前临北部湾，背靠大西南，面向东南亚，是粤港澳大湾区和北部湾经济区"两湾"联动发展的重要支点，是西部陆海新通 道重要物流节点城市。玉林南端的博白县龙潭镇，距海最近处仅2千米左右，但由于行政区划的限制，近海无港口，临海不沿海，玉林人只能"望海兴叹"。 这艘以"玉林"命名的战舰归航之时，正是玉林向海图强战略蓝图化为壮阔实景的生动写照。过去数年来，玉林始终秉持向海图强、向海而兴的发展理 念，全力构建陆海联动 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ -广告- 市场份额来看，行业集中度高。其中， 博石高科出货量占比约 30% ， TOP3 企业出货量占整个市场的 份额超过 50% 。 数据来源：ICC鑫椤锂电 龙头企业动态方面， 博石高科位于湖北的锰基新能源电子专用材料生产项目将于 2025 年 7 中旬建成投 产， 届时将完成从锰矿到金属锰，再到锰基前驱体、锰基正极材料及综合回收利用的全产业链布局，成为 全球首家锰基新能源材料全产业链高科技企业。 本文来源：鑫椤锂电 根据 ICC鑫椤锂电统计， 2025年上半年锰酸锂 市场出货量稳中有增，总出货量 6.4万吨，同比 增长6.6%。 数据来源：ICC鑫椤锂电 分企业来看， 博石高科以超过 1.9 万吨的出货量领先市场， 位于第一梯队；广西立劲、新乡弘力、赣州 捷兴、百思特出货量均超过 4000 吨，位于第二梯队；江西潮实、无锡晶石、贵州嘉尚、南锰新能、河南 恒一出货量均超过 1000 吨且排名前十，位于第三梯队。 | 2025H1 管 塑 用 货量TOP10 | | | --- | --- | | 第一 構队 (出货 ...

半年引资超三百亿元 6月的宜昌高新区白洋工业园，处处涌动着招商引资的"速度与激情"。在洛阳联创新能源电池硅碳负极 新材料项目建设现场，宜昌高新区招商专业团队正与项目负责人贺霄飞讨论图纸细节，推动项目加速开 工。这个总投资10亿元的产业项目，是该企业成立后签约落地的首个"果实"，更是宜昌高新区市场化改 革的生动注脚。 去年12月，宜昌高新区突破传统招商思维，借鉴先进地区经验，组建市场化运作的宜昌高新招商投资有 限公司（以下简称宜昌高新招商）。当月，宜昌高新招商了解到洛阳联创有意投资布局硅碳负极项目， 便迅速与对方取得联系，经过多次交流，项目于今年1月中旬签约，3月成立项目公司。 "招商团队精干、专业、高效、务实，从接触洽谈到签约落地的'宜昌速度'令人惊叹。"贺霄飞赞叹道。 高效的背后，是一场从理念到机制、从身份到效能的系统性重塑。 "半年成绩只是起点。"宜昌高新招商董事长张伍表示，高新区将持续深化城区联动招商，推动已签约重 点项目加速落地。围绕主导产业方向，"横向到边、纵向到底"，深挖项目资源，以"招大引强、培高育 新、聚链引群"为战略导向，不断创新招商模式。 宜昌高新招商这支31人的"精锐部队"，55%拥有硕 ...

Market Overview - A-shares showed a recovery in capital sentiment during the week of June 30 to July 4, with the Shanghai Composite Index rising by 1.40% to close at 3472.32 points, the Shenzhen Component Index increasing by 1.25%, and the ChiNext Index up by 1.50% [1] Sector Performance - Various sectors experienced a surge, particularly steel and photovoltaic industries, which saw a wave of limit-up trading. The photovoltaic glass sector rose over 10% during the week, while themes such as CRO (Contract Research Organizations), innovative drugs, and vitamins also performed actively [1] - The central financial committee's sixth meeting emphasized the need to address "involution" competition and promote the orderly exit of backward production capacity, initiating a new round of "anti-involution" and capacity reduction actions, particularly in the photovoltaic, steel, and cement industries [1] Institutional Research - A total of 158 listed companies disclosed institutional research minutes during the week, with over 70% of the researched stocks achieving positive returns. Taotao Vehicle emerged as the most favored stock by institutions, achieving a remarkable gain of 29.82% [1] - Taotao Vehicle, which has seen its stock price double since early June, received attention from 137 institutions, including Bosera Fund and China Universal Asset Management. The company anticipates a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year growth of 70.34% to 97.81% [2] - Another company, Shunwang Technology, also attracted over a hundred institutional researchers, focusing on its core services in the esports sector and its advancements in computing power and AI capabilities [2] Company Developments - Xinjie Electric, specializing in industrial automation, was researched by 92 institutions, with a focus on its developments in core components for humanoid robots, including hollow cup motors and frameless torque motors [3] - Jingbeifang, which had previously engaged with multiple institutions, highlighted the advantages of stablecoins over traditional cross-border payment methods and its focus on the development of RWA (Real World Assets) [3] - Xiamen Tungsten New Energy, which received attention from 76 institutions, is developing new profit growth points, including high-stability lithium supplement materials and a new structure cathode material that offers significant improvements in energy density and performance [4]

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].

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]

柔电(武汉)公司作为本次获奖项目的核心研发单位，是由俄罗斯工程院外籍院士、江汉大学光电材料与 技术学院解明教授于2016年创立的国家高新技术企业。公司始终秉持"突破卡脖子技术，实现自主可 控"的使命，专注于新能源材料领域的关键技术攻关。 日内瓦发明奖原件扫描。 获奖团队在实验室的合影。 近日，在第50届日内瓦国际发明展上，江汉大学与柔电(武汉)科技有限公司联合研发的《微纳米颗粒原 子级表界面包覆装备》项目从全球千余项创新成果中脱颖而出，一举夺得金奖殊荣。这一重大突破标志 着我国在高端粉体材料原子级精密制造装备领域实现了从跟跑到领跑的历史性跨越。 日内瓦国际发明展创办于1973年，与匹兹堡发明展、纽伦堡发明展并称世界三大发明展，由瑞士联邦政 府、日内瓦市政府和世界知识产权组织(WIPO)等权威机构联合主办。作为全球历史最悠久、规模最大 的发明盛会，该展会素以评审严苛著称，被誉为"创新界的奥斯卡"。奖项评选不仅考量技术的创新性和 实用性，更注重其产业转化潜力及社会经济价值。 此次获奖项目"微纳米颗粒原子级表界面包覆装备"代表着柔电科技在微纳颗粒原子级制造领域的重大突 破。该项目首次在行业和世界范围内提出了"微纳米 ...