（原标题：上市公司动态 | 招商银行150亿筹建金融资产投资公司，中国核电上半年发电量同比增15.65%） 招商银行(600036.SH)公告称，公司已收到国家金融监督管理总局的批复，获准筹建招银金融资产投资有限公司。该公司注册资本为150亿元，为 招商银行全资子公司。根据公司介绍，设立招银金融资产投资有限公司系本公司积极响应国家号召，主动融入国家发展大局的重要举措。此举有 助于本公司专业化开展市场化债转股及股权投资试点业务，为企业提供全方位、多层次的融资支持，进一步提升本公司综合化经营能力，全面推 动高质量发展。 中国核电2025年上半年发电量同比增长15.65% 中国核电(601985.SH)公告称，2025年上半年累计商运发电量为1,217.76亿千瓦时，同比增长15.65%；上网电量为1,151.04亿千瓦时，同比增长 15.92%。其中，核电部分发电量998.61亿千瓦时，同比增长12.01%；新能源部分发电量219.15亿千瓦时，同比增长35.76%。 再融资动态 万科A向深铁集团申请不超过62.49亿元借款并展期部分已有借款 万科A(000002.SZ)公告称，公司向第一大股东深铁集团申请不超过 ...

Core Viewpoint - The article discusses the current state and future prospects of China's chemical new materials industry, highlighting the continuous expansion of production capacity, technological innovations, and the emergence of specialized chemical parks, while also addressing structural challenges and the need for high-quality development. Group 1: Industry Overview - In 2023, China's chemical new materials capacity reached approximately 49 million tons per year, with an output exceeding 36 million tons and a production value of over 1.37 trillion yuan, remaining stable compared to 2022, although lithium battery materials saw a decline from 540 billion yuan to 480 billion yuan [5][20]. - The chemical industry is experiencing a transition from high-speed growth to high-quality development, with total revenue of 15.95 trillion yuan in 2023, a decrease of 1.1% year-on-year, and total profits of 873.4 billion yuan, down 20.7% [20][21]. Group 2: Technological Innovations - Since the 13th Five-Year Plan, the chemical new materials sector has seen significant technological advancements, with breakthroughs in key technologies such as photovoltaic-grade EVA, optical-grade PMMA, and high-strength carbon fibers [7][8]. - A number of critical products have broken foreign monopolies and achieved industrialization, including HDI, PC, PPS, and electronic-grade chemicals [8][10]. Group 3: Key Players and Market Dynamics - Major companies in the sector include Sinopec, PetroChina, and China National Chemical Corporation, focusing on high-end polyolefins, synthetic rubber, and carbon fibers [11]. - Private enterprises are also making strides in specialized fields such as EVA, fluorinated chemicals, and nylon, contributing to the development of China's new materials industry [11]. Group 4: Specialized Chemical Parks - Several specialized chemical parks have emerged, such as the Shanghai Chemical Park and Ningbo Petrochemical Economic Development Zone, which are becoming core drivers for the development of new materials [11][12]. Group 5: Investment Trends and Policy Guidance - Under the guidance of industrial policies, there is a high investment enthusiasm in the chemical new materials sector, focusing on high-end polyolefins, engineering plastics, and functional films [17][23]. - The industry is urged to prioritize the import of high-potential products to address supply shortages and enhance domestic production capabilities [23][24]. Group 6: Challenges and Future Directions - The industry faces structural contradictions, including insufficient high-end supply and bottlenecks in key raw materials and technologies [18][20]. - The focus is shifting towards high-quality development, with an emphasis on enhancing product quality and meeting the growing domestic demand for high-performance materials [21][22].

煤化工、氧化铝等行业的治理思路则有所不同，主要通过遏制产能盲目扩张来实现控制目标。相关部门 将对新增产能项目进行科学论证，防止低水平重复建设，避免进一步加剧产能过剩局面。 加速整治"内卷式"竞争， 炼油钢铁等六大行业进行分类调控 国家发改委近期表态，针对"内卷式"竞争的整治政策正在加速推进。据悉，分行业化解产业结构性矛盾 的具体措施有望尽快落地，涉及炼油、钢铁、煤化工、氧化铝、新能源汽车、光伏等多个重点领域。 不同行业将采取差异化的整治手段。炼油、钢铁等传统产能过剩行业，政策重点聚焦化解存量过剩产 能，通过淘汰落后产能实现产业优化升级。这些行业长期面临产能利用率偏低的困扰，亟须通过结构性 调整提升整体效率。 《方案》提出，在提高投资促进水平方面，山东省将精心打造以跨国公司领导人青岛峰会、儒商大会、 港澳山东周、新加坡山东周等为支撑的重大活动矩阵，提升国际影响力；聚焦欧洲、新加坡、日韩、香 港等主要投资来源地，用好"投资中国"、进博会等国家级平台，实施精准靶向招商；深化与央企合作， 一体推进利润再投资、跨国股权并购、新能源和金融领域引资等创新利用外资方式，全力稳住外资基本 盘。 在增强开放平台效能等方面，山东省 ...

Group 1 - Jiangnan New Materials (603124) experienced a decline of 1.62% today, with a turnover rate of 28.70% and a trading volume of 445 million yuan, showing a fluctuation of 3.33% [2] - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its turnover rate, with a net buying amount of 4.4665 million yuan from brokerage seats [2] - In the last six months, the stock has appeared on the Dragon and Tiger List 15 times, with an average price drop of 2.22% the next day and an average drop of 2.16% over the following five days [2] Group 2 - The company's Q1 report revealed a total revenue of 2.265 billion yuan, representing a year-on-year growth of 25.52%, and a net profit of 36.5394 million yuan, up 10.85% year-on-year [2] - The main capital outflow today was 14.6545 million yuan, with a significant single order outflow of 10.3557 million yuan and a large order outflow of 4.2989 million yuan [2] - Over the past five days, the main capital has seen a net inflow of 92.6971 million yuan [2]

来源：瑶海发布 对接需求请扫码 榜单： 「2025投资机构软实力排行榜」评选启动 近日，规模达20亿元的瑶海区科技创新投资基金（有限合伙）正式完成工商注册，瑶海基金丛林 再度扩容，赋能产业发展。该基金由瑶海科创集团联合瑶海国资集团、兴泰资本共同发起设立。 基金主要聚焦高端装备制造、新材料、新一代信息技术、生物医药、智能机器人和低空经济等六大 领域，重点扶持核心技术硬、市场前景广的成长型企业，推动通过资本赋能，持续稳固区域产业链 关键环节，拓展供应链配套生态，为瑶海高质量发展注入澎湃动力。 热文： 今年，上市公司热衷做并购基金 每日｜荐读 峰会： 「2025母基金年度论坛」盛大启幕：汇聚中国力量！ 热文： 一纸新规，炸出一级市场的管理费焦虑 ...

Group 1 - Zhengzhou is implementing an innovation credit rating system for 15,000 high-tech and specialized enterprises to address financing difficulties for technology-based companies [1][5] - The city plans to establish a "whitelist" of high-scoring enterprises to be regularly shared with financial institutions, facilitating targeted financial products like "innovation credit loans" [5][6] - Zhengzhou's government is offering up to 5 million yuan in rewards for companies that achieve specific innovation goals [1][7] Group 2 - The city is leveraging government funds to attract social capital for early-stage investments in technology [5][6] - A multi-layered service system is being established, integrating funds, banks, and insurance to support small and hard-tech enterprises [6] - Zhengzhou is focusing on building high-level innovation platforms and integrating into national strategic technology systems to enhance industrial innovation [6][7] Group 3 - The city is enhancing financial services tailored to various strategic emerging industries and key technology projects [7] - R&D expense deductions for manufacturing enterprises have been increased to 100%, with an additional 5% deduction for advanced manufacturing [7] - Companies achieving over 20 million yuan in sales from patented products within two years can receive a maximum reward of 5 million yuan [7]

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [2]. Core Insights - The new materials sector has shown a significant increase, with the new materials index rising by 5.12%, although it underperformed compared to the ChiNext index by 0.57% [3]. - The report highlights the rapid growth in demand for sustainable aviation fuel (SAF) due to EU subsidies, which could significantly boost the market [6]. - The report suggests focusing on companies like Jiaao Environmental Protection, Zhuoyue New Energy, and Shanggou Environmental Energy, which are well-positioned to benefit from the increasing SAF demand [6]. Summary by Sections 1. Market Performance - The new materials sector has experienced a positive market performance, with various sub-sectors such as battery chemicals increasing by 9.13% and semiconductor materials by 4.09% over the past week [3][18]. - The overall market, including basic chemicals and new materials, has seen an increase, with the Shanghai Composite Index rising by 1.91% [14]. 2. Price Tracking - Prices for key materials such as PLA remain stable, with injection-grade PLA priced at 17,500 CNY/ton and film-grade PLA at 16,700 CNY/ton [4]. - Amino acids show slight price changes, with valine priced at 14,200 CNY/ton, reflecting a 0.35% increase [4]. 3. Investment Recommendations - The report recommends monitoring companies involved in SAF production and related technologies, as they are expected to benefit from EU subsidies aimed at increasing SAF procurement [6]. - Specific companies highlighted include Jiaao Environmental Protection, which has successfully produced bio-jet fuel, and Zhuoyue New Energy, which is advancing its bio-diesel project [6]. 4. Industry News - The report notes that the EU plans to invest 1.3 billion euros in subsidies for green aviation fuel, which is expected to significantly increase SAF demand [6]. - The report also mentions the ongoing price increases for SAF, with prices exceeding 2,200 USD/ton as of late June 2025 [6].

Core Insights - Chongqing's private enterprises achieved an import and export value of 144.23 billion yuan in the first five months of this year, accounting for 49.2% of the city's total foreign trade, highlighting their significant role in the local economy [1] - A private company, Zai Sheng Technology Co., Ltd., is making breakthroughs in the industrialization of new materials and applications, showcasing its innovative capabilities and market sensitivity [1] Company Highlights - Zai Sheng Technology has developed ultra-fine fibers, with diameters as small as 0.09 microns, which are used to create air filtration paper, demonstrating a structural revolution in the microscopic world [2][4] - The company is one of only three globally capable of producing "aircraft cotton," a material that meets stringent requirements for aviation applications, including flame resistance and thermal insulation [6][10] - The first batch of "aircraft cotton" was delivered in 2021 for the C919 aircraft, marking a significant milestone for the company and contributing to China's position as the third country to master the mass production of aviation-grade ultra-fine fiber cotton [6][10] Product Applications - The ultra-fine glass fibers are utilized in high-temperature insulation applications, including materials supplied to SpaceX for rocket construction [8] - Zai Sheng Technology is expanding its product development and technical service ecosystem, with applications in hospitals, cleanrooms, automotive, and high-speed rail sectors [15] - The company is also exploring innovative applications in home decoration and office environments, aiming to enhance air quality and reduce noise levels [12][15] Industry Collaboration - European companies are actively seeking collaboration with Zai Sheng Technology in the clean air sector, indicating a growing interest in the company's advanced materials [15] - The Chongqing Customs is committed to providing tailored services to support the technological development and product needs of specialized enterprises like Zai Sheng Technology, enhancing their competitiveness in international markets [17]

Core Viewpoint - The 2025 Xiamen University Torch Entrepreneurship Camp aims to foster early and mid-stage hard technology projects, providing comprehensive support and resources for startups in various high-growth sectors, including advanced manufacturing, new energy, new materials, semiconductor sensing intelligence, biomedicine, and electronic information [5][6]. Group 1: Partnership and Support - Listed companies such as Dabo Medical, Zhonglun New Materials, and Huichuan Technology have become strategic partners of the entrepreneurship camp, offering in-depth industry guidance to participating projects [1]. - The camp has introduced a new 1 billion yuan (approximately 10 billion) Xiamen Torch Technology Achievement Transformation Fund to support projects from concept validation to large-scale production [5][9]. Group 2: Program Structure and Objectives - The entrepreneurship camp focuses on building a new productive ecosystem and aims to assist enterprises in overcoming market barriers by linking various resources [6][8]. - The program emphasizes a five-dimensional collaborative framework involving industry, academia, research, application, and finance to enhance cooperation among universities, startups, listed companies, and investment institutions [8][9]. Group 3: Training and Development - The camp offers a comprehensive training program that includes closed-door entrepreneurial training courses covering various aspects such as capital, legal, financial, and management issues [10][11]. - Participants can receive scholarships of 10,000 yuan and have the opportunity for direct equity investments ranging from 5 million to 10 million yuan, supporting long-term project development [13][14]. Group 4: Historical Context and Future Outlook - The previous five sessions of the entrepreneurship camp attracted over 500 applications, with more than 100 outstanding projects selected for training, resulting in over 300 million yuan in cumulative financing for more than 20 projects [14]. - The 2025 session is set to recruit new participants, aiming to discover the next great enterprise amid the global innovation landscape [14].

Group 1 - The core viewpoint of the articles highlights Hangzhou's significant progress in establishing a standard system for open economic development, focusing on international standard formulation, talent cultivation, and international cooperation [1][2][3] - Hangzhou has accelerated its open economy, with standard system openness becoming a key driver, particularly in five major industrial ecosystems: intelligent networking, biomedicine, high-end equipment, new materials, and green energy [1] - A total of 5,641 enterprises in Hangzhou have participated in benchmarking, leading among 186 pilot cities in China, with over half of the 1,928 national standards developed or participated in by the city adopting international standards [1] Group 2 - In the area of international standard discourse, Hangzhou focuses on four key sectors: integrated circuits, robotics, digital security, and network communication, aiming to build an industrial chain standard system [2] - Hangzhou has led or participated in the formulation of 149 international standards, 1,185 national standards, and 2,552 industry standards, with significant achievements in the field of intelligent manufacturing recognized internationally [2] - The city has introduced the "Chief Standardization Officer" system to enhance enterprise standardization levels, with 317 registered international standard experts and five recipients of the IEC 1906 Award, ranking high among sub-provincial cities in China [2] Group 3 - As a pilot for standardization innovation in Zhejiang Province, the High-tech Zone (Binjiang) has pioneered standard innovation paths, implementing action plans and integrated service reforms to address challenges in standard formulation [3] - The district has led or participated in the development of 65 international standards, 465 national standards, and 401 industry standards, establishing itself as a testing ground for standard innovation in Hangzhou [3]