炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月7日，光威复材收跌1.51%，收盘价为37.88元，发生1笔大宗交易，合计成交量7.5万股，成交金额 269.85万元。 进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为5028.51万元。该股近5个交易日 累计下跌5.42%，主力资金合计净流出4.32亿元。 责任编辑：小浪快报 第1笔成交价格为35.98元，成交7.50万股，成交金额269.85万元，溢价率为-5.02%，买方营业部为华泰 证券股份有限公司南京大光路证券营业部，卖方营业部为中银国际证券股份有限公司丹东三经街证券营 业部。 ...

光启技术（002625）(002625.SZ)公告，公司近日收到全资子公司深圳光启尖端技术有限责任公司(简 称"光启尖端")的通知，光启尖端与某客户签订了合计2.15亿元的超材料产品批产合同，与另三家客户签 订了合计4958.49万元的超材料产品批产合同。光启尖端近期累计与四家客户签订了合计2.64亿元的超材 料产品批产合同。 ...

智通财经APP讯，光启技术(002625.SZ)公告，公司近日收到全资子公司深圳光启尖端技术有限责任公司 (简称"光启尖端")的通知，光启尖端与某客户签订了合计2.15亿元的超材料产品批产合同，与另三家客 户签订了合计4958.49万元的超材料产品批产合同。光启尖端近期累计与四家客户签订了合计2.64亿元的 超材料产品批产合同。 ...

人民财讯1月7日电，光启技术（002625）1月7日公告，公司于近日收到全资子公司光启尖端的通知，光 启尖端与某客户签订了合计2.15亿元的超材料产品批产合同，与另三家客户签订了合计4958.49万元的超 材料产品批产合同。光启尖端近期累计与四家客户签订了合计2.64亿元的超材料产品批产合同，相关产 品预计将于2026年12月31日之前完成交付。 ...

摘要 ： 北京市发布《若干措施》，推出14条政策提升中试服务能力，目标至2030年建成10家国家 级、50家市级中试平台，推动科技与产业融合，培育新质生产力。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 基于此，坚持问题导向，充分发挥本市科技创新和产业融合发展工作机制作用，由市发展改革 委会同市经济和信息化局、市科委、中关村管委会综合施策，坚持有效市场和有为政府双向发 力 ， 既 发 挥 职 能 部 门 各 自 政 策 优 势 ， 又 形 成 政 策 合 力 ， 强 化 整 体 统 筹 ， 让 中 试 平 台 既 建 的 起 来，又能高效运行，更好满足首都产业发展需要。 三、文件具体举措 根据《若干措施》对中试平台的定义，三部门梳理了北京市1 4 6家中试平台，主要分布在医药 健康、新材料和智能装备等产业领域，合计占比近7成，区域上主要集聚在海淀、经开、大兴 等区。目前，1 4 6家中试平台已在北京产业地图上落点落图，不仅可以看到平台所在的精准位 置，还可以查询中试平台主营业务、联系人、联系方式等信息，实现供需信息的精准匹配与一 站式 ...

Group 1 - The core message of the news is the emphasis on restoring and enhancing the cooperative relationship between China and South Korea, particularly in the context of economic and technological collaboration [1][2]. - The visit of South Korean President Lee Jae-myung to China marks a significant step towards repairing bilateral relations, with a focus on supply chain cooperation and digital economy to alleviate economic pressures [2][4]. - The two countries have signed 15 cooperation documents in various fields, including technology innovation and economic cooperation, indicating a deepening of mutual interests [2]. Group 2 - China has become South Korea's largest trading partner, with projected trade volume for 2024 estimated at $328.08 billion, reflecting a year-on-year increase of 5.6% [2]. - The trade relationship has evolved from a division of labor to a competitive phase, with trade volume from January to August 2025 showing a slight decline of 0.1% year-on-year, totaling $212.26 billion [2]. - Cultural exchanges are also being prioritized, with plans for visa exemptions for tourists between the two countries, indicating a broader strategy for enhancing bilateral ties [3].

Core Viewpoint - The article discusses the implementation of a "three-stage therapy" approach by the Dadong District Market Supervision Administration in Shenyang, Liaoning Province, aimed at enhancing enterprises' innovation capabilities through targeted knowledge property empowerment initiatives [1][7]. Group 1: Diagnosis Phase - In the first half of 2025, the Dadong District Market Supervision Administration organized a special meeting to deploy the "Double Hundred Double Promotion" action plan, covering 74 industrial cluster innovation entities [2]. - The administration established a joint service team to provide a menu of 20 knowledge property services tailored to enterprises' needs, facilitating direct communication and support [2]. - By the end of June 2025, the administration had conducted visits to 45 innovative entities across various industries, collecting 86 requests related to knowledge property [2]. Group 2: Treatment Phase - From July to September 2025, the administration enhanced collaboration with knowledge property rights protection stations to address common issues through "order-based" training and personalized expert guidance [3][4]. - Specific training sessions were organized for different entities, such as a university focused on patent cultivation and a technology park addressing patent rights protection [3]. - The administration facilitated connections between enterprises and academic institutions to resolve technical bottlenecks, leading to successful patent licensing agreements [4][5]. Group 3: Consolidation Phase - The administration emphasized the importance of a comprehensive knowledge property development roadmap and a "three-in-one" protection system, assisting enterprises in planning their innovation strategies [6]. - A food company received a tailored knowledge property development roadmap, which helped them successfully launch a new product line and enhance their brand image [6]. - The administration also supported a leading automotive group in establishing a robust knowledge property framework, ensuring the protection of core technologies and brand advancement [6]. Group 4: Future Outlook - The Dadong District Market Supervision Administration plans to continuously optimize the "three-stage therapy" mechanism using big data analysis and third-party evaluations to provide comprehensive knowledge property assessments for enterprises [7].

Core Viewpoint - The article highlights the rapid development and optimization of the business environment in Xinyi, showcasing successful projects like the Xin Feng Ming Group's textile production facility and the establishment of a favorable regulatory framework that supports high-quality economic growth [1][2][8]. Group 1: Project Development and Speed - Xin Feng Ming Group's project in Xinyi achieved remarkable speed, with the signing in January 2021 and construction starting in May 2021, leading to the production of 60,000 tons of short fibers by August 2022 and the launch of long fibers in 2023 [2][3]. - The first phase of the project includes 60,000 tons of short fibers and 1.08 million tons of functional fiber materials, with a second phase planned for 1.5 million tons of polyester new materials, projected to generate annual sales of 30 billion yuan [2][3]. Group 2: Administrative Efficiency - Xinyi has implemented an "extremely simplified approval" process, reducing project approval times by 65%, allowing major industrial projects to start construction immediately after planning permits are obtained [3][4]. - The introduction of a "one-stop review" service has improved efficiency by over 50%, with significant reductions in processing times for business registrations and permits [3][4]. Group 3: Legal Environment - The city emphasizes a stable and fair legal environment as essential for business operations, implementing measures to reduce administrative inspections by 40.5% by 2025 and offering leniency for minor violations [4][5]. - A credit classification supervision mechanism has been established, lowering inspection rates for compliant businesses to 5% while maintaining rigorous oversight for non-compliant entities [4][5]. Group 4: Market Environment - Xinyi is committed to creating a fair competitive market, attracting foreign investment such as the 614 million USD carbon fiber project by the Korean company, which is the largest single foreign investment in the area [5][6]. - The city has initiated a "financial marketplace" service, providing customized financing solutions for over 200 enterprises, contributing to a steady increase in medium to long-term loans for the manufacturing sector [6][7]. Group 5: Human Environment - The "Heartfelt Business Environment: Winning in Xinyi" initiative aims to enhance service quality and policy support, with significant media coverage to promote the city's efforts in improving the business climate [7][8]. - Xinyi has implemented a "government-enterprise co-travel" action plan, with city leaders directly engaging with 367 key enterprises to address their concerns and improve service delivery [7][8].

1月7日，新材料50ETF（159761）涨超1.5%，政策与需求双轮驱动景气预期。 方正证券指出，2026年作为"十五五"规划的开局之年，中国经济将持续在结构优化中保持高质量增长， 科技创新将继续引领新质生产力发展。在金属新材料领域，美联储的宽松预期及美国滞胀问题支撑贵金 属逻辑，看好金价的长期走势，尤其白银的金融+工业双属性催化；化工行业方面，25FY化工景气底部 延续，市场风格景气投资与主题行情并进，关注反内卷低估值龙头及供需边际改善板块。建材&非金属 新材料领域，龙头集中度有望进一步提升。环保行业受益于"双碳"引领政策，新型能源系统建设与绿色 价值机制完善并进，投资逻辑转向现金流改善、市场化改革与成长价值共振的新阶段。 新材料50ETF（159761）跟踪的是新材料指数（H30597），该指数聚焦于新材料行业，从市场中选取涉 及先进基础材料、关键战略材料及前沿新材料等业务领域的代表性上市公司证券作为指数样本，以反映 新材料产业相关上市公司证券的整体表现。该指数重点关注具有高成长性和创新性的企业，覆盖化工、 金属、电子等多个细分领域。 （文章来源：每日经济新闻） ...

中新网广州1月7日电 "AI驱动科研新范式与全球化机遇：从药物发现到千行百业"产业对接活动6日在广 州国际金融城举办。活动旨在以"AI+"深度融合赋能千行百业，搭建高效对接平台，推动区域产业协同 与生态构建。 在主题演讲环节，来自科技企业、研究机构、资本和银行的代表，分享了结合科技与金融驱动产业变革 的最新成果与思考。在技术前沿，人工智能正重塑传统研发范式。其中，香港理工大学赵海涛教授分享 了人工智能与机器人技术在材料智能制造领域的革命性融合，旨在加速新能源与新材料的创新。 广东华兴银行行长助理段欣则系统介绍了面向AI与生物医药企业的定制化金融产品与服务。"我们可为 符合条件的生物医药企业提供最长10年、最高融资比为70%的并购贷款，支持企业围绕科技创新进行产 业布局。" 天河区政府表示，未来，该区将继续依托广州国际金融城等高能级产业载体，推动此类高端资源对接活 动常态化、机制化，进一步高效串联技术创新、资本赋能与市场应用，全力构建开放协同、富有韧性与 可持续性的现代产业创新生态。(完) 据介绍，该活动由广州市天河中央商务区管理委员会主办，广东省先进装备(设备)产业科技创新应用中 心、广东华兴银行等承办，汇聚 ...