2026年1月6日，新材料50ETF（159761）涨超1.8%，行业逻辑支撑板块布局机会。 中原证券指出，2025年10月全球半导体销售额同比增长27.2%，中国半导体销售额同比增长18.5%，连 续24个月实现同比增长。超硬材料方面，11月工业金刚石出口量同比上涨279.05%，出口额同比上涨 177.74%，但超硬制品出口额同比下降5.29%。12月稀有气体价格普遍下跌，氙气、氪气价格分别下跌 4.44%和6.98%。基本金属价格普遍上涨，铜、锡价格涨幅超过10%。新材料行业估值有所提升，截至12 月29日，新材料指数PE为30.44倍，处于历史较高水平。长期来看，随着制造业需求扩大和人工智能等 技术融合创新，新材料行业将持续发展，在国产替代推动下有望迎来景气周期，维持"强于大市"评级。 新材料50ETF（159761）跟踪的是新材料指数（H30597），该指数聚焦于新材料产业，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领域的上市公司证券作为指数样本，以反映在高性能复 合材料、新型功能材料等行业具有代表性的公司整体表现，体现中国新材料行业的整体发展趋势与投资 价值。 （文章来源：每日经济 ...

Group 1 - The core viewpoint is that the commercial aerospace industry is entering a rapid development phase driven by policy support, which will significantly boost the carbon fiber market [1] - The National Space Administration's action plan aims for a highly efficient and collaborative commercial aerospace ecosystem by 2027, indicating substantial growth in the industry [1] - The carbon fiber composite market in commercial aerospace is expected to double in size within five years, with annual demand projected to increase from hundreds of tons to thousands of tons [1] Group 2 - China's actual carbon fiber consumption is expected to reach 96,446 tons in 2025, representing a year-on-year increase of 71.89%, primarily driven by the wind power and aerospace sectors [1] - Companies that can consistently supply high-performance products are gradually regaining pricing power, as evidenced by price increases announced by Toray Industries and Jilin Chemical Fiber, ranging from 10% to 20% [1] - The high-end carbon fiber industry is anticipated to enter a new phase of high-quality growth due to improved supply-demand dynamics and accelerated technological breakthroughs [1] Group 3 - The New Materials 50 ETF (159761) tracks the New Materials Index (H30597), focusing on representative listed companies in advanced materials, strategic materials, and cutting-edge new materials [1] - The index primarily covers sub-sectors such as chemicals and non-metallic metals, emphasizing companies with high technical barriers, strong growth potential, and innovative capabilities [1]

会议研究了郑州市创新发展能力及"十五五"科技创新重大项目谋划、中原科技城建设发展、郑州产业技 术创新研究院建设、提升全社会研发投入等工作。 1月5日，省委常委、市委书记安伟主持召开市委科技委会议，强调要深入学习贯彻习近平总书记关于科 技创新的重要论述和党的二十届四中全会精神，认真落实中央、省委关于科技创新的决策部署，全面深 化"三标"活动，全力打造教育科技人才一体实践中心，加快建设全国有影响力的创新型城市，为郑州国 家中心城市现代化建设提供强有力的科技支撑。 市领导庄建球、陈宏伟、虎强、李党生、陈红民、马志峰、魏宁娣、夏扬出席。 安伟强调，要聚焦技术、聚焦应用、聚焦工业，充分发挥一流大学（科研院所）郑州研究院作用，围绕 传感器、新材料、新能源汽车、现代食品等优势产业开展技术创新、应用创新，推动重点产业链延链补 链强链，持续壮大优势产业集群，加快构建现代化产业体系。要优化机制、完善生态加快推动科研成果 转化，健全产教融合、科教融汇体系，加速建设郑州产业技术创新研究院，深入探索"拨投结合"模式， 打造强有力的"创新港湾"，不断提升创新成果转化水平。要改进工作、创新方法，有关部门要搭平台、 建机制、强服务，进一步激 ...

人民财讯1月6日电，企查查APP显示，近日，安徽万邦达（300055）新材料科技有限责任公司成立，法 定代表人为孟亮，注册资本1亿元，经营范围为新材料技术推广服务、汽车装饰用品制造、汽车装饰用 品销售、汽车零部件及配件制造等。企查查股权穿透显示，该公司由万邦达、芜湖奇瑞科技有限公司共 同持股。 ...

深圳商报·读创客户端记者 马强 据北交所官网信息，1月5日，上海永超新材料科技股份有限公司（以下简称永超新材）发布了对北交所第二轮问询 的回复，就发行人控制权稳定性、毛利率真实合理性、业绩增长可持续性、募投项目的必要性及合理性等问题作出 说明。 毛利率真实合理性？ | 问题 1.发行人控制权稳定性 . | | --- | | 问题 2.人工及原材料成本核算准确性 . | | 问题 3.毛利率真实合理性 | | 问题 4.收入确认及收入真实性核查充分性 | | 问题 5.业绩增长可持续性 .. | | 问题 6.募投项目的必要性及合理性 | | 问题 7.其他问题 . | 招股书显示，永超新材成立于2015年12月，专注于特种金属镀膜、功能性涂层薄膜和纳米陶瓷改性材料的研发及应 用。公司于2022年9月6日在全国股转系统挂牌并公开转让，证券代码873808，并于2023年6月14日进入创新层。 公司控制权稳定性？ 招股书显示，股权方面，截至本招股说明书签署日，公司前两大股东洪晓冬持有公司29%的股份，洪晓生持有公司 16.57%的股份，前两大股东持股比例均低于30%，故公司无控股股东。实际控制人洪晓冬、洪晓生二 ...

Core Points - The Zhengzhou Municipal Economic Work Conference emphasizes high-quality economic development goals and practical paths, aligning with the "14th Five-Year Plan" and central government directives [1][10][19] Group 1: Economic Development Strategies - Various districts are implementing the conference's spirit by establishing specific measures tailored to local conditions, aiming for practical outcomes [2][19] - The focus is on innovation-driven development, enhancing modern industrial systems, and fostering new business models and consumption patterns [2][3][6] - The conference outlines a framework for urban development, aiming to optimize city functions and create core growth areas within metropolitan circles [4][10] Group 2: Project and Infrastructure Development - Key projects are being accelerated, including the establishment of industrial parks and logistics centers to boost local economies [5][10][14] - The development of specific areas, such as the cold chain logistics and modern food industries, is prioritized to enhance regional economic strength [5][10] - Urban renewal initiatives are being implemented to improve living conditions and infrastructure, focusing on enhancing the quality of urban environments [5][15] Group 3: Innovation and Technology - The establishment of research institutions, such as the Zhongke Big Data Research Institute, aims to integrate industry, academia, and research to drive innovation [7][11] - Emphasis is placed on developing new production capabilities and fostering a culture of innovation within local enterprises [6][7][13] Group 4: Consumer Market Activation - The conference highlights the importance of creating an international consumer center to stimulate market vitality and develop new consumption scenarios [8][13] - Local initiatives are being launched to enhance consumer experiences and promote strategic projects in technology and green industries [8][13] Group 5: Social Welfare and Governance - The focus on improving public services and ensuring social welfare is a key aspect of the economic strategy, aiming to enhance the quality of life for residents [15][16][18] - Governance models are being refined to ensure effective community engagement and responsiveness to public needs [15][16][18]

1月5日，省委常委、市委书记安伟主持召开市委科技委会议，强调要深入学习贯彻习近平总书记关 于科技创新的重要论述和党的二十届四中全会精神，认真落实中央、省委关于科技创新的决策部署，全 面深化"三标"活动，全力打造教育科技人才一体实践中心，加快建设全国有影响力的创新型城市，为郑 州国家中心城市现代化建设提供强有力的科技支撑。 市领导庄建球、陈宏伟、虎强、李党生、陈红民、马志峰、魏宁娣、夏扬出席。 会议研究了郑州市创新发展能力及"十五五"科技创新重大项目谋划、中原科技城建设发展、郑州产 业技术创新研究院建设、提升全社会研发投入等工作。 安伟对2025年全市科技创新工作表示肯定。他指出，过去一年，郑州科技创新工作稳步加强，创新 动能持续壮大，高能级平台加速集聚，新质生产力加快培育，创新生态不断优化，科技创新策源力、影 响力稳步提升。做好今年工作，要进一步提高认识、统一思想，切实增强加快建设全国有影响力的创新 型城市的责任感、紧迫感，坚定不移、持之以恒加大科技创新投入，集中资源、齐心协力推动郑州科技 创新能力、城市核心竞争力稳步提升，有力支撑经济社会高质量发展。 安伟强调，要聚焦技术、聚焦应用、聚焦工业，充分发挥一流大 ...

Core Insights - The Chengdu-Chongqing International Railway Express (China-Europe Railway Express) is a pioneering cross-provincial brand that has established a robust logistics channel, facilitating trade and industrial collaboration between Chengdu and Chongqing [1][2] Group 1: Operational Highlights - As of January 4, 2023, the Chengdu-Chongqing Railway Express has maintained efficient operations, with 34 trains dispatched from Chengdu alone in the first four days of the year [1] - Since its inception on January 1, 2021, the service has operated over 26,000 trains, leading the nation in terms of operational scale and stability [1] Group 2: Economic Impact - By the end of 2025, the Chengdu-Chongqing Railway Express is expected to attract over 200 major industrial projects, contributing to the formation of four trillion-yuan industrial clusters in the region, including electronic information, automotive manufacturing, equipment manufacturing, and new materials [2] - Approximately 70% of electronic information products manufactured in Sichuan are exported via the Chengdu-Chongqing Railway Express, enhancing the region's export capabilities [2] Group 3: Strategic Developments - The Chengdu-Chongqing Railway Express is expanding its service offerings to include specialized trains for pharmaceuticals, cold chain logistics, and mail, with a cold chain distribution center recently established to facilitate high-value imports and exports [3] - The two cities plan to further develop the southern corridor of the Chengdu-Chongqing Railway Express, promoting resource sharing and providing transportation services to support foreign trade and high-quality industrial cluster development [4]

Key Insights - The report highlights significant developments in various industries, including advancements in brain-computer interfaces by Neuralink, acquisitions by Meta, and initiatives for promoting green consumption in China [5][8]. - The macroeconomic analysis indicates a positive outlook for the A-share market, driven by strong performance in financial and technology sectors, with expectations of continued monetary easing and a favorable global liquidity environment [9][10][16]. - The gaming industry is experiencing steady growth, with animation films leading box office revenues, indicating a shift in consumer preferences and market dynamics [18][38]. Domestic Market Performance - The Shanghai Composite Index closed at 4,023.42, with a daily increase of 1.38%, while the Shenzhen Component Index rose by 2.24% to 13,828.63 [3]. - The average P/E ratios for the Shanghai Composite and ChiNext are 16.30 and 49.98, respectively, suggesting a favorable environment for medium to long-term investments [9][10]. International Market Performance - Major international indices, including the Dow Jones and S&P 500, experienced slight declines, while the Hang Seng Index saw a notable increase of 2.76% [4]. Industry Analysis - The animation film sector has seen a remarkable increase in box office contributions, with animated films accounting for nearly 50% of total box office revenue in 2025, driven by successful titles like "Nezha 2" and "Zootopia 2" [18][38]. - The semiconductor industry continues to thrive, with global sales reaching $72.71 billion in October 2025, marking a 27.2% year-over-year increase, indicating robust demand and growth potential [22]. - The new materials sector is showing strong performance, with a 7.20% increase in the new materials index, outperforming the broader market [21]. Investment Recommendations - The report suggests focusing on sectors with strong fundamentals and stable earnings, such as traditional engineering machinery and high-dividend yielding companies, while also highlighting opportunities in emerging technologies like humanoid robots and AI applications [25][26]. - In the gaming sector, companies like Gigabit and Perfect World are recommended due to their high growth potential driven by AI integration and market demand [19][20].

以技术为根 穿越产业周期 金亚东的职业生涯始于海外留学与跨国企业高管的经历，这段"科学家"的底色为他日后执掌长阳科技奠 定了独特的基础。面对科学家追求技术多元性与企业家追求经营增长之间的内在张力，他找到了属于自 己的平衡点——"只要在企业可承受的范围内，研发投入始终是最重要的。"这句朴实的话语，成为他经 营哲学的核心表达。 在当前制造业普遍面临"低端过剩、高端不足"的结构性矛盾下，金亚东保持着难得的清醒。他认为，越 是行业"内卷"加剧，企业越要回归本质：产品的领先性与不可替代性才是真正的护城河。"如果仅追求 短期利润，忽视创新的根本动力，企业的长期发展必将受到影响。"他坦言，希望将长阳打造成一家"永 续经营的百年老店"，而实现这个目标的前提，就是持续投入创新，追求技术的极致与领先。 在全球制造业竞争日趋激烈、新材料行业迎来战略机遇的当下，长阳科技董事长金亚东在接受中国证券 报记者专访时，展现了其在产业转型期的战略定力。面对公司2025年前三季度业绩的短期波动，他将目 光坚定地投向更远的技术布局与产业未来。 2025年三季报显示，公司正处于转型的关键阶段：前三季度营业收入8.09亿元，归母净利润为-533.70 ...