一块高强度耐腐蚀铝合金板材的源头，竟来自一篇博士论文。历经4000余轮测试和漫长转化之路，大连 科天新材料有限公司（以下简称"大连科天"）以其核心的"陶瓷铝晶种工程化制备技术"，将哈尔滨工业 大学1994年的实验室构想，成功推向了产业化前沿。 7月16日至20日在北京举行的第三届中国国际供应链促进博览会（以下简称"链博会"）上，这家专注于 轻量化超高强耐磨新材料研发的高新技术企业，现身创新链展区。其"新材料的长征之路"主题展台，起 点便是那本封面泛黄的博士论文，后续依次陈列着由此诞生的实验室材料、样品、试制品直至产业化商 品，清晰勾勒出跨越科技成果转化"死亡之谷"的足迹。 "'产业链上下游的紧密团结'是企业成功的核心密码之一。"大连科天综合管理部部长关鑫告诉记者，本 次展出的两款产品，均为与下游伙伴合作研发的成果。"依托自主知识产权的核心技术，并积极链接上 下游伙伴、扩大'朋友圈'，才能让技术真正落地生根、发挥价值。"关鑫强调。 眼下，从企业到行业协会、政府部门，都在探寻如何更有效地激发产业链协同创新活力，推动实验室 的"金点子"加速转化为产业"金钥匙"。中国国际贸易促进委员会法律部部长于毅介绍，本届链博会首 ...

7月21日，A股市场高开高走，三大指数全线上涨，上证指数、创业板指均创今年以来新高。整个A股市 场超4000只股票上涨，逾120只股票涨停。大基建板块爆发"涨停潮"，建筑材料、建筑装饰、钢铁等行 业板块领涨市场，宇树机器人、稀土、特高压等板块也表现活跃。市场成交额为1.73万亿元，较前一个 交易日显著放量。 近期，上证指数连创今年以来收盘新高，A股总市值持续创历史新高，市场吸引力持续提升。资金面 上，7月以来A股市场融资余额累计增加超510亿元。分析人士认为，市场中期走势由基本面决定，但也 不可忽视资金流动的阶段性力量，A股逐步转为增量市场，赚钱效应提升可能与资金流入形成正向循 环。 大基建板块爆发 7月21日，A股市场高开高走，大基建板块爆发，三大指数全线上涨，上证指数盘中一度站上3560点， 创业板指盘中一度逼近2300点，均创今年以来新高。截至收盘，上证指数、深证成指、创业板指、科创 50指数、北证50指数分别上涨0.72%、0.86%、0.87%、0.04%、2.38%；上证指数报收3559.79点，创业 板指报收2296.88点。 ● 本报记者 吴玉华 近期市场持续走强离不开增量资金的持续流入。Wi ...

Core Insights - The article highlights that tariff measures are expected to lead to an increase in construction material prices [1] Industry Impact - The anticipated rise in construction material prices could affect overall construction costs and project budgets [1] - Increased costs may lead to a slowdown in construction activities as companies reassess their financial plans [1]

日播时尚集团股份有限公司 日播时尚集团股份有限公司 (除特别注明外，金额单位为人民币元) 四川茵地乐材料科技集团有限公司成立于 2007 年 10 月 18 日，于 2025 年 3 月 18 日换发取得由新 津县市场监督管理局颁发的统一社会信用代码为 91510122667564170B 的营业执照；公司法定代表 人：张晓正；注册资本：7,200 万元人民币；注册地址：四川彭山经济开发区产业大道 2 号。 经营范围：锂离子电池、聚合物锂离子电池材料、隔膜、电解液、锂离子电池芯、电池组、超级 电容器、复合材料、功能性高分子材料的研究、开发、生产、销售及相关技术服务、咨询和技术 转让；从事货物及技术的对外贸易经营。（依法须批准的项目，经相关部门批准后方可开展经营 活动）。 (除特别注明外，金额单位为人民币元) 日播时尚集团股份有限公司(以下简称"本公司")原名上海日播服饰有限公司，成立于 2002 年 4 月 25 日，公司法定代表人为梁丰。 本公司统一社会信用代码为 91310000738505304H，注册地址为上海市松江区中山街道茸阳路 98 号 1 幢 2 层，总部位于上海市松江区中山街道茸阳路 98 ...

四川茵地乐材料科技集团有限公司 财务报表审计报告 四川茵地乐材料科技集团有限公司 审计报告及财务报表 （2023 年 1 月 1 日 至 2025 年 5 月 31 日止） 一、 审计报告 1-4 二、 财务报表 合并资产负债表和母公司资产负债表 1-4 合并利润表和母公司利润表 5-6 合并现金流量表和母公司现金流量表 7-8 合并所有者权益变动表和母公司所有者权益变动表 9-14 财务报表附注 1-134 审计报告 信会师报字2025第 ZD10115 号 四川茵地乐材料科技集团有限公司全体股东： 一、 审计意见 我们审计了四川茵地乐材料科技集团有限公司（以下简称茵地乐） 财务报表，包括 2023 年 12 月 31 日、2024 年 12 月 31 日及 2025 年 5 月 31 日的合并及母公司资产负债表，2023 年度、2024 年度及 2025 年 1-5 月的合并及母公司利润表、合并及母公司现金流量表、合并及 母公司所有者权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的 规定编制，公允反映了茵地乐 2023 年 12 月 31 日、2024 年 12 ...

Group 1 - The company issued 2.185 million convertible bonds on July 26, 2023, raising a net amount of approximately RMB 211.75 million [1] - The convertible bonds are listed on the Shenzhen Stock Exchange under the name "聚隆转债" with a code of "123209" starting from August 17, 2023, and have a maturity of six years [2] - The coupon rates for the convertible bonds are structured to increase from 0.3% in the first year to 3.0% in the sixth year [2] Group 2 - The initial conversion price for the bonds is set at RMB 18.27 per share, while the current conversion price is RMB 17.77 per share [2] - The trading price of the convertible bonds experienced a significant fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days [2][3] - The company confirmed that there are no undisclosed matters that should have been reported according to the Shenzhen Stock Exchange rules [4]

Group 1 - The article provides an overview of the performance of various funds, highlighting the top and bottom performers based on net asset value updates as of July 21, 2025 [3][4]. - The top 10 funds with the highest net value growth include several ETFs focused on construction materials, indicating a strong performance in this sector [3]. - The bottom 10 funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund C, show a decline in net value, suggesting challenges in their respective strategies [4]. Group 2 - The Shanghai Composite Index experienced a rebound, with a trading volume of 1.72 trillion, and a significant number of stocks advancing compared to those declining [6]. - The construction materials and engineering machinery sectors led the market with gains exceeding 4%, reflecting positive sentiment in these industries [6]. - The fund with the fastest net value growth is the Fortune China Securities All Index Construction Materials ETF, which aligns with the strong performance of the construction materials sector [6]. Group 3 - The top holdings of the leading construction materials fund include companies like Conch Cement and North New Materials, which have shown significant price increases [7]. - The fund's style is categorized as passive index tracking, specifically following the China Securities All Index Construction Materials Index, indicating a focus on the construction materials industry [7]. - In contrast, the pharmaceutical sector funds, such as the Morgan Stanley Hong Kong-Shanghai Select Mixed Fund, have underperformed, with significant declines in key holdings like BeiGene and Zai Lab [7].

Group 1 - The core point of the news is that Zhiyuan Robotics is acquiring a significant stake in the new materials company, Aowei New Materials, which has seen its stock price surge dramatically, reflecting high market expectations for the embodied intelligence sector [2][3]. - Aowei New Materials' stock price has increased from 7.78 yuan per share to 40.16 yuan per share, representing a rise of over 500%, with a market capitalization now at 16.2 billion yuan [2]. - The acquisition involves a two-step process where Zhiyuan will first acquire 29.99% of Aowei's shares through a private transfer and then aim to acquire an additional 37% through a public offer, potentially achieving a controlling stake of 66.99% [3][4]. Group 2 - Post-acquisition, the controlling shareholder of Aowei will change to Zhiyuan Robotics and its management team, with the actual controller being Zhiyuan's founder and CEO, Deng Taihua [4]. - The transaction is not classified as a "backdoor listing," although there are opinions in the market that view Aowei as a shell resource for Zhiyuan to inject assets after a 36-month period, thereby avoiding regulatory restrictions on major asset restructuring [4]. - This acquisition case is seen as a test for the sustainability of the "technology-capital" dual-drive model in hard technology enterprises [5].

【导读】沪指再创年内新高，基金公司解读市场 中国基金报记者 张燕北 A股三大指数7月21日集体上涨，沪指"4连阳"，再创年内新高。大基建板块井喷，超级水电 板块全线爆发，大基建、钢铁、建材等板块涨幅居前。 盘后记者采访了多家公募，分析当前市场表现，展望后市走势。受访公募普遍认为，市场表 现强势或源于国家级重大水电工程开工等多个利好消息带动，后续基建投资有望保持稳健增 长、建材行业有望迎来困境反转的修复空间。 多重利好刺激A股走强 A股周一强势表现背后，或是雅鲁藏布江下游超级水电项目开工、"反内卷"政策持续发力等诸 多利好因素的综合作用。 国泰基金表示，消息面上，7月19日，李强出席雅鲁藏布江下游水电工程开工仪式并宣布工程 开工。 华润元大基金认为，从上半年经济数据来看，全年实现5%的实际GDP增长目标具备较强可行 性。这一判断意味着，短期大规模逆周期政策加码的必要性有所降低，政策重心将更多向稳 定价格水平、优化经济结构倾斜。7月底召开的政治局会议将是观察增量政策导向的关键节 点，其表态对市场情绪和资金流向可能产生重要影响。 雅江"超级水电工程"的投资金额之巨、施工难度之高、耗时之久、影响之广，都将创下历史 纪 ...

Group 1 - The article highlights the launch of Covestro's next-generation flame-retardant encapsulation polyurethane foam materials, addressing a critical challenge in electric vehicle (EV) battery safety [1] - China, as the largest EV market, is implementing a groundbreaking national standard GB 38031-2025 for electric vehicle traction battery safety, effective from July 2026, which mandates that batteries must not catch fire or explode even in thermal runaway situations [1] - The new Baysafe® BEF technology aims to minimize thermal propagation between batteries, enhancing safety and addressing consumer trust issues in electric vehicles [1] Group 2 - Covestro's lightweight foam materials provide superior flame-retardant performance, significantly improving battery safety in applications ranging from electric vehicles to portable energy storage systems [1] - In addition to encapsulation foam materials, Covestro offers a wide range of polyurethane-based solutions for EV batteries, including battery covers and damping materials [1] - The introduction of Baysafe® BEF technology further solidifies Covestro's position in the rapidly growing new energy sector, supporting safer and more reliable applications in electric vehicles and portable battery generators [1]