Core Insights - Ningbo has steadily increased its GDP since joining the "trillion yuan club" in 2018, achieving a GDP of 1.35 trillion yuan in the first three quarters of 2025, with a year-on-year growth of 5.0% [2] - The city is recognized as a cradle for national manufacturing champions, boasting 119 national-level manufacturing champions, maintaining the top position in China for eight consecutive years [2][4] - Ningbo's economy is characterized by a diverse structure, with significant advancements in emerging sectors such as artificial intelligence, robotics, and high-tech services, which saw investment growth rates of 9.3%, 41.2%, and 56.7% respectively [2][3] Economic Structure and Innovation - Ningbo is a vital economic center in the Yangtze River Delta, with a robust manufacturing, foreign trade, and logistics industry [3] - The city has implemented an innovation-driven development strategy, with 90% of R&D activities and over 80% of invention patents originating from enterprises [3] - High-tech enterprises in Ningbo have reached a total of 8,855, with an average annual growth rate exceeding 30% over the past three years [3] Manufacturing and Global Presence - Ningbo's manufacturing sector is recognized globally, with significant contributions from companies like Sunny Optical Technology, which supplies one in three Android smartphones with optical lenses [4] - The city has seen a rise in the number of enterprises capable of producing humanoid robots, increasing from 3 to 8 since 2025, supported by a growing supply chain [6] - The global market share of Ningbo's manufacturing products continues to expand, with companies like Longyan Technology leading in the optical film market with a 55% share [5] Financial Support and Innovation Ecosystem - Ningbo's financial sector has shown robust growth, with a financial industry value added of 1,224.3 billion yuan in the first three quarters of 2025, marking a 13.8% increase [13] - The city has established a multi-layered risk mitigation system to support small and micro enterprises, facilitating access to financing [14] - Financial tools such as specialized loans and transformation insurance are being utilized to support the transition of manufacturing and emerging industries [13][14] Policy and Strategic Development - Ningbo has introduced various policies to enhance its innovation ecosystem, including the establishment of national-level innovation platforms and support for high-tech enterprises [8][10] - The city aims to build 10 national-level innovation platforms and over 1,000 provincial-level R&D institutions by 2030 [8] - Collaborative efforts between government and enterprises are emphasized to foster innovation and address industry challenges [10] Market Expansion and Trade - Ningbo has accelerated its international trade efforts, with over 300 companies participating in exhibitions abroad, achieving an intended transaction amount exceeding 5 billion USD [11] - The city has seen a 7% increase in imports and exports to Central and Eastern European countries, with specific companies reporting significant growth in this market [12] - Cross-border e-commerce has also flourished, with Ningbo's special area for cross-border e-commerce exports reaching 47.99 billion yuan, a 16.9% increase year-on-year [12] Conclusion - Ningbo is positioned as a "Champion City" with a strong manufacturing base and a commitment to innovation, aiming to transform into a "New Quality City" through strategic initiatives and financial empowerment [24]

Group 1 - The article highlights the expectation of a continued upward trend in A-shares in January, driven by accelerated issuance of local government special bonds and improved investment data, indicating a marginal improvement in the economic fundamentals [1] - January marks the time for listed companies to disclose performance forecasts, with a significant rebound in year-on-year growth expected due to a low performance base in Q4 2024 [1] - The article notes an increase in domestic capital inflow into A-shares, supported by a positive wealth effect and a notable appreciation of the RMB, which is likely to attract foreign investment back into the market [1] Group 2 - The article discusses the growth potential of thermoplastic polyurethane (TPU) in the humanoid robotics industry, emphasizing its mechanical properties and versatility compared to general plastics and rubber [2] - TPU is identified as a core material for flexible protective layers and various durable components in robotics, with leading manufacturers exploring its applications in robot "skin" and "muscle" [2] - The consumption of TPU in China is projected to grow at an annual rate of approximately 10%, reaching 72,000 tons by 2024, driven by demand from the footwear market and increasing penetration in high-end sectors like films and electronic injection molding [3]

2019年12月16日，在60余家国际知名清洁能源关联企业的瞩目中，还是一片工地的天府新区眉山片 区加州智慧城项目成功签下6家美资企业。 不仅是加州智慧城，在天府新区眉山片区一边施工一边招商的项目比比皆是。支撑这一独特经济现 象的是天府新区眉山片区的国际声誉与区域实力。 从2014年获批国家级新区，到2018年实质性组建管理机构，天府新区眉山片区从十余名管理团队和 百余户传统企业起步，不仅吸引了加州智慧城、乐高乐园等30余个国际高端项目落户，更摘得四川自贸 区协同改革先行区等荣誉，在环成都经济圈快速崛起。 切片一 打好"服务"牌对接先进生产力 2019年12月25日，天府新区眉山片区内，联想叠云创新科技园项目建设正如火如荼，总部又传来最 新消息：把位于深圳的云电脑工厂整体搬迁过来。 为何要迁来整个工厂？联想叠云创新科技园副总裁陈丹丹说，因为这里营商环境好。 "联想叠云计划总投资80亿元。2018年，项目引进之初，天府新区眉山片区从招商引资到落地服务 等各个方面为公司配备专业服务团队，仅用90天便完成签约，并开工建设，刷新了'眉山速度'。"天府 新区眉山片区投资服务中心副主任赵刚介绍。 深居西部内陆，如何建内陆 ...

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。 从个股角度来看，2025年的十大牛股涨幅均超过500%。其中，上纬新材以1821%涨幅夺魁，天普股份以1662%涨幅位居第二，*ST宇顺（719%）、*ST亚振 （636%）紧随其后，胜宏科技（588%）排在第五。 十大牛股：科技方向全线爆发，最高涨幅超18倍 从个股涨幅角度来看，今年市场共有11股涨超500%。从领涨的个股属性上看，主要算力（天普股份、*ST宇顺、胜宏科技、鼎泰高科）题材占有四席，ST 股也有两只。 c 厕康社 2025年十大牛股 1. 上纬新材 总市值(亿) 现价(元) 127.37 513.8 机器人、化工新材料 2025年涨幅:前复权 2025.01.02-2025.12.31 1821% 2. 天普股份 总市值(亿) 现价(元) 292.3 218.02 ...

根据北交所公开发行并上市信息，科建高分子材料（上海）股份有限公司（科建股份）北交所IPO已获 受理。 公司主营业务为密封、粘接、阻尼、降噪等功能性材料的研发、生产和销售。 财务数据显示，2022年—2024年公司实现营业收入分别为3.59亿元、4.25亿元、4.38亿元，实现净利润 分别为4053.19万元、5926.65万元、5921.08万元。（数据宝） 公司主要财务指标 | 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 营业收入（万元） | 43810.74 | 42505.11 | 35878.96 | | 归属母公司股东的净利润（万元） | 5921.08 | 5926.65 | 4053.19 | | 扣除非经常损益后归属母公司所有者净利润（万元） | 5799.30 | 5934.62 | 3721.22 | | 基本每股收益（元） | 1.1000 | 1.1000 | 0.7700 | | 稀释每股收益（元） | 1.1000 | 1.1000 | 0.7700 | | 加权平均净资产收益率（%） | 18.94 ...

截至9月30日，键邦股份股东户数1.54万，较上期增加0.12%；人均流通股4042股，较上期增加55.56%。 2025年1月-9月，键邦股份实现营业收入4.69亿元，同比减少9.45%；归母净利润1.07亿元，同比减少 17.71%。 分红方面，键邦股份A股上市后累计派现1.92亿元。 12月30日，键邦股份跌1.22%，成交额4903.50万元。两融数据显示，当日键邦股份获融资买入额826.30 万元，融资偿还1102.56万元，融资净买入-276.27万元。截至12月30日，键邦股份融资融券余额合计 1.01亿元。 融资方面，键邦股份当日融资买入826.30万元。当前融资余额1.01亿元，占流通市值的6.65%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，键邦股份12月30日融券偿还0.00股，融券卖出500.00股，按当日收盘价计算，卖出金额1.22 万元；融券余量1000.00股，融券余额2.43万元，超过近一年90%分位水平，处于高位。 资料显示，山东键邦新材料股份有限公司位于山东省济宁市金乡县胡集镇济宁新材料产业园区，成立日 期2014年6月10日，上市日期2024年7月5日，公 ...

Core Viewpoint - Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. (Shuangxin Environmental) was listed on the Shenzhen Stock Exchange on December 30, with a closing price of 19.68 yuan, an increase of 187% from the issue price. The company plans to raise 1.865 billion yuan for various projects, marking the largest IPO in the chemical industry in A-shares in the past two years [1]. Fundraising Projects - The company plans to invest the raised funds in several projects, including: - Annual production of 16,000 tons of PVB resin and functional films, with an investment of 557.53 million yuan [2]. - Annual production of 60,000 tons of water-based adhesives, with an investment of 351.58 million yuan [2]. - Energy-saving and efficiency improvement projects for the PVA industry chain and calcium carbide production line, with investments of 170.50 million yuan and 120 million yuan respectively [2]. - Construction of a PVA product pilot device and a research center, with investments of 79.26 million yuan and 169.02 million yuan respectively [2]. - Total planned investment amounts to 1.877 billion yuan [2]. Industry Position - Shuangxin Environmental was established in 2009 and has built a complete industrial chain from limestone to special fibers. It is recognized as a national-level "little giant" enterprise specializing in new technologies [2]. - The company is a leading producer of polyvinyl alcohol (PVA) in China, with a production capacity of 130,000 tons per year, accounting for approximately 13% of the domestic market share [3][4]. Market Dynamics - The global PVA production capacity is approximately 1.834 million tons per year, with the Asia-Pacific region accounting for over 82% of the total. China is the largest producer, with a capacity of about 1.096 million tons [3]. - The market for PVA products is expanding, particularly in high-value applications such as PVB films and biodegradable water-soluble films, as international giants exit the market [5]. Financial Performance - The company's revenue for 2022-2024 is projected to be 5.06 billion yuan, 3.78 billion yuan, and 3.486 billion yuan respectively, with net profits of 807 million yuan, 558 million yuan, and 521 million yuan [6]. - As of the first half of 2025, the company reported revenue of 1.797 billion yuan and a net profit of 281 million yuan [6][7].

据回顾，慧谷新材于今年6月提交IPO申请并获得受理，在随后的半年时间里，慧谷新材先后完成IPO问询，通过上市委会议审核，并于12月11日提交注 册。 据深交所官网显示，广州慧谷新材料科技股份有限公司（以下简称"慧谷新材"）创业板IPO于12月24日注册生效，标志着其发行上市的全部审核程序已完 成。 官方资料显示，慧谷新材是一家专注于高分子材料领域，基于自主研发驱动的平台型功能性涂层材料企业。在换热器节能涂层材料和金属包装铝盖涂层材 料领域，慧谷新材国内市场占有率分别超过了60%和30%，也是国内少数实现集流体涂层材料、Mini LED 用光电涂层材料国产替代的供应商。 慧谷新材表示，公司将以此次IPO为契机，进一步发挥功能性树脂和涂层材料双技术平台的优势，巩固在换热器节能涂层材料和金属包装铝盖涂层材料等 细分领域的领先地位，加快在新能源、电子等领域的市场拓展，推动集流体涂层材料、MiniLED用光电涂层材料等产品的国产替代进程。 最新招股说明书显示，此次IPO慧谷新材拟公开发行不超过1577.91万股，募集资金将主要用于"年产13万吨环保型涂料及树脂扩建项目"、"研发中心项 目"及"生产线技术改造项目"等。 ...

12月25日，在兴平市高分子材料产业龙头企业陕西聚能塑胶有限公司实验室，研发总监康少冉正带 着团队操作一台万能材料拉力机。团队中既有公司的工程师，也有高校的研究生，其中不乏"00后"的年 轻面孔。 作为一名博士，康少冉今年刚加入该公司。他说："高分子材料产业细分领域多。过去企业难以精 准招聘垂直领域的人才。正是当地积极的人才对接机制，让我们有了用武之地。" 党的二十届四中全会提出，加快高水平科技自立自强，引领发展新质生产力。 今年，兴平市紧紧围绕培育新质生产力目标，创新构建了产业、项目、企业、民生"四单对接"引才 机制，通过征集建立四类人才需求清单，根据清单诉求开展各类活动，精准对接行业稀缺人才、高端管 理人才、专业技术人才，实现县域经济社会高质量发展。 依托这一机制，兴平市征集制定了一份《产业人才需求清单》，并通过发挥秦创原总窗口"卫星 岛"平台作用，着重解决高分子材料产业等重点产业的用人难题。 "我们报送需求，并在当地的帮助下成功与陕西师范大学对接，共建研究生实训基地，吸纳更多高 校人才。"康少冉介绍。 陕西宝塔山油漆股份有限公司始建于1958年，是一家从事油漆、涂料、树脂等高新技术产品研发生 产的精细化 ...

在上市委会议现场，上市委要求新恒泰结合部分客户主要订单的签署执行情况，说明相关销售收入是否 真实准确。另外，说明2024年营业收入与净利润变动趋势差异较大的原因及合理性，相关因素是否可能 影响公司持续经营能力。 北京商报讯（记者 马换换 王蔓蕾）近日，北交所官网显示，浙江新恒泰新材料股份有限公司（以下简 称"新恒泰"）IPO上会获得通过。 据了解，新恒泰专注于功能性高分子发泡材料的研发、制造和销售，公司本次冲击上市拟募集资金约 3.8亿元。 上市委还要求新恒泰说明核心技术、研发能力和创新能力的具体体现；说明在研项目进展情况、预计研 发成果以及应用方向，是否符合当前行业技术迭代发展方向。 ...