格隆汇2月4日丨科创新源(300731.SZ)公布，控股子公司无锡昆成新材料科技有限公司（简称"无锡昆 成"）于近日收到了由江苏省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的《高 新技术企业证书》，属于原《高新技术企业证书》有效期满后重新通过认定的情形，新证书编号为 GR202532008818，发证日期为2025年12月19日，有效期三年。 ...

Core Viewpoint - Dongguan is solidifying its position as a manufacturing hub, with significant contributions from the industrial sector to GDP growth and a focus on advanced manufacturing and digital transformation initiatives [3][4]. Group 1: Manufacturing Sector Developments - The contribution of the industrial sector to Dongguan's GDP exceeds 80%, with advanced manufacturing value-added growth at 15.8%, accounting for 52.2% of the industrial sector [3]. - Dongguan has been selected as a pilot city for national initiatives in manufacturing technology upgrades and digital transformation, with over 50% growth in technology investment and nearly 2,000 new digital transformation projects annually [3]. - The city has established a modern industrial system categorized as "8+8+4," with over 1,800 new projects worth over 100 million yuan and nearly 200 projects worth over 1 billion yuan [3]. Group 2: Emerging Industries and Innovations - Dongguan is actively seizing opportunities in the "Artificial Intelligence +" sector, launching policies to support AI and service industry development, including the operation of the first city-level large model center in the manufacturing field [4]. - New industries such as low-altitude economy and robotics are thriving, with a focus on fashion and domestic products showcasing manufacturing aesthetics [5]. Group 3: Future Plans and Strategic Actions - In 2026, Dongguan plans to implement the "Industrial System Enhancement" action to cultivate new productive forces and modernize its industrial system, aiming to increase the proportion of strategic emerging industries [6]. - The city will focus on AI and robotics, aiming to develop capabilities in AI mobile devices, servers, and glasses, and establish training grounds for intelligent robots [6]. - Plans include constructing low-altitude economic infrastructure and semiconductor industry parks, targeting a scale of over 65 billion yuan for the semiconductor and integrated circuit industries [8]. Group 4: Service Sector and Brand Development - Dongguan aims to enhance its modern service industry, targeting an increase in the service sector's contribution to GDP to 45% [9]. - The city is focused on building a brand matrix for manufacturing, fostering local, leading, and international brands, and supporting the development of the Hongmeng ecosystem [10].

Group 1 - The core focus for Lianyungang in 2026 is to implement high-quality development strategies aligned with the directives from Xi Jinping and the goals set by the provincial government [1] - The city aims to boost domestic demand and stabilize growth by launching consumption promotion initiatives and ensuring annual industrial investment reaches no less than 130 billion yuan [1] - Lianyungang plans to enhance innovation and strengthen industries by leveraging local research centers and focusing on key technologies, targeting an industrial output value of over 600 billion yuan [1] Group 2 - The city is committed to promoting reforms and expanding openness by developing key infrastructure projects and enhancing port operations, with a target of 5% growth in annual port throughput [2] - Efforts will be made to improve public welfare by increasing employment stability and expanding public services in education and healthcare, alongside urban renewal initiatives [2] - Lianyungang will prioritize risk prevention and safety management, addressing various risks in sectors such as finance and real estate to maintain social stability [3] Group 3 - The success of the 14th Five-Year Plan is heavily reliant on strong party leadership and the implementation of feedback from inspections, emphasizing the importance of a correct performance outlook among party members [3]

Core Insights - The industrial growth in Hebei is significantly driven by the rapid development of emerging industries, with a projected industrial added value growth of 7.9% in 2025, surpassing the national average by 2 percentage points, marking the best historical ranking at 6th nationwide [1] - The added value of strategic emerging industries increased by 11.0% year-on-year, outpacing the overall industrial growth by 3.1 percentage points, indicating a robust support for industrial growth from new sectors [1][2] - High-tech industries accounted for 25.5% of the added value in large-scale industries, reflecting a 3.2 percentage point increase from the previous year, showcasing the growing importance of technology in industrial development [1] Emerging Industries Development - The successful launch of the "Xiong'an No. 1" satellite symbolizes the rise of a burgeoning aerospace information industry chain in Hebei, with over 60 companies now operating in this sector [2] - Continuous enhancement of technological innovation capabilities is identified as a core driver for industrial development, with a collaborative effort from enterprises, universities, and society to foster an innovative ecosystem [2][3] - The biopharmaceutical sector is highlighted as a strategic emerging industry, with local pharmaceutical companies achieving significant milestones in innovation, including the approval of three class 1 innovative drugs in 2025 [3] Policy and Support Mechanisms - A comprehensive and robust policy framework is credited for the thriving state of emerging industries, with measures in place to support innovation and integration across various sectors [3][4] - The establishment of the "Huiying Data (Huailai) Technology Industrial Park" aims to support the development of AI, finance, and IT industries, with a focus on creating a green, zero-carbon data center cluster [3][4] - The new generation information technology industry saw an 11.6% increase in added value, contributing 0.4 percentage points to the overall industrial growth, while the renewable energy sector grew by 13.4%, adding 0.3 percentage points [4] Future Outlook - Hebei is strategically positioning itself in key emerging industries such as new generation information technology, renewable energy, and new materials, aiming to accelerate the growth of these sectors [5] - The robotics industry in Hebei has shown remarkable growth, with a 42.5% increase in revenue across the entire industry chain in 2025, maintaining over 40% growth for three consecutive years [4] - The focus on core technologies and continuous optimization of the innovation ecosystem is expected to further enhance the growth trajectory of emerging industries in Hebei [5]

本报记者 孟 珂 东源投资首席分析师刘祥东在接受《证券日报》记者采访时表示，这充分展现了创新型中小企业强劲的 内生动力与活力，彰显了新质生产力培育的积极成效。 展望未来，中央财经大学研究员张可亮对《证券日报》记者表示，北交所目前的交投十分活跃，希望尽 快增加北交所上市企业数量，同时为其匹配公募等长期资金入场，推出场内ETF，做好股票供给和资金 供给的平衡。 北交所2025年年度业绩预告披露收官。 谈及北交所有哪些投资机会，刘祥东认为，当前可围绕中国经济转型升级脉络重点把握三个方面：一是 聚焦业绩预喜且具备核心技术的成长主线，特别是在半导体零部件、新材料、工业软件等"卡脖子"环节 实现进口替代的优质公司，其业绩弹性与成长空间有望在政策扶持下持续释放。二是关注符合国家战略 方向的新兴赛道，如绿色能源、数字经济、人工智能等领域的早期领军企业。三是把握估值修复与制度 改革红利，随着北交所做市商扩容、转板机制完善及中长期资金持续流入，部分估值合理、主业扎实的 细分行业隐形冠军，其投资价值正得到市场重估，投资者可共享成长红利。 例如，宏裕包材发布业绩预报称，预计2025年实现净利润1700万元至2200万元，同比增长35 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、与专业投资机构共同投资情况概述 深圳市骏鼎达新材料股份有限公司（以下简称"公司"）与专业投资机构苏州嘉元丰溢投资管理有限公司 （以下简称"苏州嘉元丰溢投资"或"基金管理人"）及其他有限合伙人进行合作，公司作为有限合伙人以 自有资金认缴出资1,000万元，占比40.7997%，参与认购苏州嘉元捷顺创业投资合伙企业（有限合伙） （以下简称"苏州嘉元捷顺"或"本基金"）的基金份额，并签署《苏州嘉元捷顺创业投资合伙企业（有限 合伙）合伙协议》，该投资基金专项投资于某计算机、通信和其他电子设备制造业公司。本次投资的主 要目的为提高公司的综合竞争力和实现可持续发展，一方面充分借助专业机构的资源优势和投资管理优 势，提高公司资金使用效率，另一方面本基金投资于能够与公司现有业务形成有效资源协同的优质公 司，巩固公司在相关产业链的影响力及行业地位。具体内容详见公司于2026年01月24日在巨潮资讯网披 露的《关于公司与专业投资机构共同投资的公告》（公告编号：2026-005）。 ...

Group 1: Infrastructure Investment - Major projects have been signed and construction has accelerated, focusing on infrastructure and high-end manufacturing, with traditional infrastructure steadily advancing while emerging industries become investment focal points [1] - China Railway announced winning bids for 8 railway projects, 3 highway projects, and 1 municipal project, with a total bid amount of approximately 43.292 billion yuan [2] - The National Development and Reform Commission has issued a list of early construction projects for 2026, totaling about 295 billion yuan, indicating strong policy support for infrastructure development [2] Group 2: Emerging Industries Investment - Emerging industries and future industries have seen a significant increase in project investment this year, driven by policy guidance and market demand [3] - In the integrated circuit sector, Shanghai Electric announced a project for high-density optical integrated circuit boards, expected to add an annual production capacity of 1.3 million pieces [3] - In the new materials sector, Baihehua plans to invest up to 100 million yuan in a project for 1,000 tons of PEEK materials, while Huafeng Chemical aims to invest 3.6 billion yuan in expanding production of low-carbon, intelligent spandex materials [3] Group 3: Investment Growth Outlook - Investment growth is expected to rebound as local governments focus on key areas and weak links to expand effective investment [4] - The 2026 early construction project list includes approximately 220 billion yuan for "two heavy" construction projects, a significant increase from 100 billion yuan in 2025 [4] - Manufacturing investment is projected to achieve a 4% overall growth in 2026, supported by new policy financial tools and a focus on high-tech industries [4][5]

Group 1: Infrastructure Investment - Major projects are being signed and accelerated in infrastructure and high-end manufacturing, with traditional infrastructure steadily advancing and emerging industries becoming investment focal points [1] - China Railway announced winning bids for 8 railway projects, 3 highway projects, and 1 municipal project, with a total bid amount of approximately 43.292 billion yuan [1] - The National Development and Reform Commission has organized the early batch of "two heavy" construction project lists and central budget investment plans for 2026, totaling approximately 295 billion yuan [1] Group 2: Emerging Industries Investment - Emerging industries are becoming the focus of project investments, with a significant increase in the proportion of emerging industry projects among major projects launched this year [2] - In the integrated circuit sector, Huadian Co. announced a project for high-density optical integrated circuit boards, expected to add an annual production capacity of 1.3 million pieces [2] - In the new materials sector, Baihehua plans to invest up to 100 million yuan in a project for an annual production of 1,000 tons of polyether ether ketone (PEEK) materials [2] Group 3: Investment Growth Outlook - Investment growth is expected to rebound as various regions focus on key areas and weak links to expand effective investment [3] - The support for infrastructure investment has significantly increased, with the early batch of "two heavy" construction projects for 2026 arranged at approximately 220 billion yuan, a notable increase from 100 billion yuan in 2025 [3] - Manufacturing investment is projected to achieve an overall growth of 4% in 2026, driven by policy support, technological innovation, and domestic and international demand [4]

证券代码：301538 证券简称：骏鼎达 公告编号：2026-007 深圳市骏鼎达新材料股份有限公司 关于公司与专业投资机构共同投资的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 二、与专业投资机构共同投资的进展情况 公司近日收到苏州嘉元捷顺基金管理人苏州嘉元丰溢投资的通知，苏州嘉元捷顺全体合伙人已将认缴出 资额足额支付至募集账户，本基金于近日收齐全体合伙人缴纳的出资额合计人民币2,451万元，已完成 出资额募集工作。合伙人及其实缴出资额情况如下： ■ 注：本公告中若出现合计数与各分项数据之和尾数不符的，为四舍五入原因所致。 三、其他事项说明 投资基金具有周期长、流动性较低的特点，本次投资存在回收期较长、短期内不能为公司贡献利润的风 险。本合伙企业已完成工商设立登记并取得营业执照，已完成出资额募集工作，尚未完成基金备案，具 体实施情况和进度尚存在不确定性。基金在投资过程中可能受到宏观经济、行业周期、监管政策、投资 标的企业自身经营管理等多种因素影响，可能面临投资收益不及预期，或不能及时有效退出等风险 ...

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and Al-X photoresist are highlighted, with PSPI's market size in China estimated at 7.12 billion yuan in 2023 [8]. Investment Opportunities - The article identifies 14 key advanced packaging materials that are critical for the semiconductor industry, emphasizing the potential for domestic companies to capture market share from established foreign players [7][8]. - The investment landscape is categorized into different stages, from seed rounds to pre-IPO, with varying risk levels and investment strategies tailored to each stage [10]. Growth Projections - The market for conductive adhesives is expected to reach 3 billion yuan by 2026, while the chip bonding materials market is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The epoxy encapsulants market is anticipated to grow to $9.9 billion by 2027, indicating strong demand in the electronics sector [8]. Competitive Landscape - The article outlines key domestic players in the advanced packaging materials market, including companies like Dinglong Co., Guofeng New Materials, and SanYue Technology, which are positioned to benefit from the shift towards domestic sourcing [8]. - It also mentions foreign competitors such as Fujifilm and Toray, highlighting the competitive dynamics in the market [8].