科研人员介绍，在脉冲激光器、新能源汽车等应用的功率电子器件中，有一类名为"电介质储能电容 器"的元件至关重要，它们以极高的功率快速充放电，并且极其耐用。然而，科学家们一直面临一个难 题：如何让这些电容器在保持强大储能能力的同时，还能经受住从极寒到酷热的极端温度考验，并且易 于大规模生产。 此次研究中，利用"闪速退火"工艺，研究人员可仅用1秒钟，就能在硅晶圆上制备出一种名为锆酸铅的 弛豫反铁电薄膜。据介绍，这项工艺技术可以将材料在高温下的特殊结构"冻结"在室温，形成了尺寸不 到3纳米的纳米微畴。这些微小的结构如同一个精密的迷宫，是诱导弛豫反铁电行为，实现高效率储能 的关键。同时，"闪速退火"还让薄膜的"肌理"更加致密均匀，并有效锁住了容易挥发的铅元素，从根源 上减少了材料缺陷，显著降低了漏电流。 新华社沈阳11月15日电（记者王莹）近日，中国科学院金属研究所沈阳材料科学国家研究中心胡卫进研 究员团队携手合作者，开发出一种热处理升降温速率可达每秒1000摄氏度的"闪速退火"工艺，成功制备 出晶圆级高性能储能薄膜。相关成果于11月15日凌晨发表在《科学进展》期刊上，为下一代高性能储能 电容器件的制造开辟了一条新路径 ...

截至发稿，彤程新材市值为224亿元。 每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 （记者 张明双） 每经AI快讯，彤程新材（SH 603650，收盘价：37.36元）11月14日晚间发布公告称，彤程新材料集团股 份有限公司控股股东RED AVENUE INVESTMENT GROUP LIMITED之一致行动人Virgin Holdings Limited持有公司股份约8016万股，占公司总股本（以2025年11月13日总股本约6.16亿股计算，下同）的 13.01%；控股股东及其一致行动人合计持有公司股份约3.76亿股，占公司总股本的60.96%；本次办理解 除质押业务后，Virgin Holdings Limited所持质押股份已全部解除质押，控股股东及其一致行动人无质押 股份。 2024年1至12月份，彤程新材的营业收入构成为：橡胶助剂行业占比74.67%，电子材料业占比22.77%， 全生物降解材料行业占比2.47%，其他业务占比0.09%。 ...

Core Viewpoint - TianTong Co., Ltd. (600330) is currently facing challenges in its photovoltaic equipment segment, while opportunities lie in piezoelectric crystal materials and integrated inductors. The electronic materials business is developing steadily. The company has maintained a dividend payout of at least 30% of its net profit attributable to shareholders annually [1][4]. Group 1: Business Challenges and Opportunities - The company is experiencing phase-specific difficulties in the photovoltaic equipment sector, with future opportunities primarily in piezoelectric crystal materials and integrated inductors [1]. - The electronic materials segment is showing stable growth, indicating a balanced portfolio despite challenges in other areas [1]. - The company has made significant investments in piezoelectric crystal materials, positioning itself among the top players in this field domestically [3]. Group 2: Technological Advancements - TianTong has achieved multiple technological breakthroughs in C-axis sapphire crystal growth, including the successful industrialization of 400 kg C-axis crystals and the development of 1000 kg crystals, enhancing material utilization and production capacity [2]. - The company employs an improved KY method and proprietary crystal growth furnaces, resulting in significantly lower energy consumption compared to traditional methods [2]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported a main revenue of 2.459 billion yuan, a year-on-year decrease of 3.96%, and a net profit attributable to shareholders of 57.32 million yuan, down 53.85% [6]. - The third quarter alone saw a main revenue of 875 million yuan, a decline of 11.8%, and a net profit of 4.71 million yuan, down 89.61% [6]. - The company has a debt ratio of 30.61% and a gross margin of 19.82%, indicating financial pressure and the need for cost reduction measures [6][4]. Group 4: Strategic Outlook - The company is focused on the new materials and intelligent equipment sectors and is open to evaluating potential mergers and acquisitions to enhance its business capabilities [5].

Core Insights - The 2025 Fortune China 500 Summit held in Shanghai focused on the theme "Harnessing Momentum, Expanding Frontiers: The Next 25 Years of the 21st Century," bringing together leaders from top companies to discuss how to navigate the new order shaped by intelligence, resilience, and sustainability [1][3]. Group 1: Key Themes and Discussions - Five parallel sessions were held, covering topics such as the next phase of the global energy revolution, the new maritime era of Chinese manufacturing, the path to building high-end brands, AI-enabled digital innovation for long-term growth, and the technology and capital driving high-quality future living [3][43][53]. - The summit included discussions on the importance of adapting to efficiency in logistics, emphasizing flexibility and rapid resource allocation to create value and achieve sustainability [9]. - The banking sector's digital transformation over the past two decades has created opportunities and challenges, particularly with the rise of generative AI, which banks must leverage through organizational restructuring [11]. Group 2: Globalization and Localization - Globalization presents new opportunities for Chinese companies, allowing them to showcase their brand, management, and social value on the world stage despite challenges [12]. - Effective globalization requires extreme localization, ensuring that companies adapt to local markets while maintaining their global strategies [17]. - The future of Chinese enterprises going global involves deeper participation in global value chains rather than merely exporting products [20]. Group 3: Industry Innovations and Trends - The automotive industry is highly competitive, with Chinese companies excelling in scale, speed, and cost, while European firms offer deep expertise in quality and safety [25]. - The demand for smarter products necessitates a focus on material innovation and collaboration across the supply chain to achieve integrated solutions [26]. - The consumer goods sector is evolving, with brands needing to balance rational spending with emotional value, reflecting consumers' increasing expectations [36][39]. Group 4: Technology and Sustainability - The integration of AI in industries is seen as a means to overcome challenges and drive new value, with a focus on combining technology with specific applications to ensure return on investment [77][83]. - The healthcare sector is embracing technology to create a comprehensive ecosystem that addresses health and wellness needs, emphasizing the importance of data and compliance [89][92]. - The energy sector is shifting towards quality over quantity, with a focus on sustainable practices and the assetization of distributed solar power to create a win-win scenario for stakeholders [96].

机构持仓方面，截止2025年9月30日，莱特光电十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股525.17万股，相比上期增加270.64万股。国泰江源优势精选灵活配置混合A（005730）、 交银科技创新灵活配置混合A（519767）退出十大流通股东之列。 融券方面，莱特光电11月11日融券偿还1300.00股，融券卖出200.00股，按当日收盘价计算，卖出金额 4528.00元；融券余量1.22万股，融券余额27.64万元，低于近一年20%分位水平，处于低位。 责任编辑：小浪快报 资料显示，陕西莱特光电材料股份有限公司位于陕西省西安市高新区隆丰路99号3幢3号楼，成立日期 2010年2月21日，上市日期2022年3月18日，公司主营业务涉及主要从事OLED有机材料的研发、生产和 销售。主营业务收入构成为：OLED有机材料94.48%，面板用清洗液4.95%，其他0.33%，其他中间体 0.23%。 截至9月30日，莱特光电股东户数8863.00，较上期增加17.55%；人均流通股45406股，较上期增加 90.90%。2025年1月-9月，莱特光电实现营业收入4.23亿元，同比增长18.77 ...

Core Insights - On November 11, 2023, Yake Technology's stock fell by 2.10%, with a trading volume of 2.061 billion yuan [1] - The company reported a financing buy amount of 224 million yuan and a financing repayment of 301 million yuan, resulting in a net financing outflow of 76.759 million yuan [1] - As of November 11, the total margin balance for Yake Technology was 1.633 billion yuan [1] Financing Summary - On the same day, Yake Technology's financing buy was 224 million yuan, with a current financing balance of 1.614 billion yuan, accounting for 4.26% of its market capitalization [1] - The financing balance is above the 90th percentile level for the past year, indicating a high level of financing activity [1] Securities Lending Summary - On November 11, Yake Technology repaid 2,000 shares in securities lending and sold 1,500 shares, with a selling amount of 119,500 yuan based on the closing price [1] - The remaining securities lending volume was 233,000 shares, with a balance of 18.562 million yuan, also exceeding the 90th percentile level for the past year [1] Company Overview - Yake Technology, established on October 29, 1997, and listed on May 25, 2010, is located in Yixing Economic Development Zone, Jiangsu Province [2] - The company's main business includes R&D, production, and sales of electronic materials, LNG insulation materials, and flame retardants [2] - The revenue composition includes semiconductor chemical materials (49.23%), LNG insulation composite materials (27.13%), LNG engineering installation (7.91%), and other segments [2] Financial Performance - For the period from January to September 2025, Yake Technology achieved a revenue of 6.467 billion yuan, representing a year-on-year growth of 29.36% [2] - The net profit attributable to the parent company was 796 million yuan, with a year-on-year increase of 6.33% [2] Shareholder Information - As of September 30, 2025, Yake Technology had 61,500 shareholders, an increase of 13.91% from the previous period [3] - The average circulating shares per person decreased by 12.21% to 5,179 shares [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3]

Core Viewpoint - Chenghe Technology announced the establishment of a wholly-owned subsidiary, Guangdong Chenghe Electronic Materials Co., Ltd., on November 5, 2025, to focus on high-purity electronic materials for communications, semiconductors, and artificial intelligence sectors [2] Group 1 - The new subsidiary will serve as the main entity for the company's electronic materials business [2] - The company aims to expand its electronic materials business through independent research and development, as well as collaborations with leading industry players and domestic and international research institutions [2] - Currently, the subsidiary's business is in its initial stage, and investors are advised to invest rationally and be aware of investment risks [2]

Core Insights - On November 11, Dike Co., Ltd. saw a stock price increase of 5.64%, reaching 70.62 CNY per share, with a trading volume of 457 million CNY and a turnover rate of 5.16%, resulting in a total market capitalization of 10.26 billion CNY [1] Company Overview - Dike Co., Ltd. is located in Yixing City, Jiangsu Province, and was established on July 15, 2010, with its listing date on June 18, 2020 [1] - The company specializes in the research, production, and sales of high-performance electronic materials [1] Revenue Composition - The main business revenue breakdown is as follows: - Photovoltaic conductive paste: 74.86% - Material sales: 21.31% - Storage chips: 2.26% - Others: 1.43% - Semiconductor packaging paste: 0.14% [1] Fund Holdings - Dongcai Fund has a significant holding in Dike Co., Ltd., with the Dongcai Value Start Mixed Fund A (018096) holding 10,000 shares, accounting for 4.85% of the fund's net value, making it the fourth-largest holding [2] - The fund was established on March 30, 2023, with a latest scale of 9.0399 million CNY, and has recorded a year-to-date return of 0.24% [2] - The fund has experienced a one-year loss of 9.2% and a cumulative loss of 12.49% since inception [2] Fund Manager Performance - The fund manager, Luo Shen, has been in position for 273 days, with total fund assets of 41.6642 million CNY [2] - The best fund return during the manager's tenure is 6.92%, while the worst return is -7.32% [2]

天眼查App显示，近日，苏州榕润电子材料科技有限公司成立，法定代表人为衡德忠，注册资本50万人 民币，经营范围为一般项目：电子专用材料制造；电子元器件制造；电子专用材料研发；电子专用材料 销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电子产品销售；五金产品零 售；五金产品批发；塑料制品销售；橡胶制品销售；电力电子元器件销售；油墨销售（不含危险化学 品）；塑料制品制造；新型膜材料销售；功能玻璃和新型光学材料销售；超材料销售；超导材料制造； 高性能纤维及复合材料制造；高性能纤维及复合材料销售；显示器件制造；显示器件销售；货物进出 口；技术进出口；进出口代理；贸易经纪（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

Group 1 - The event aimed to empower outstanding enterprises and promote the deep integration of technological and industrial innovation, organized by the G60 Joint Office [1] - This event was the 558th in the "Financial Empowerment · Building Brands" series since its inception in 2019 [1] - The event was held in a hybrid format, with over 40 representatives from G60 financial service alliance member units participating [1] Group 2 - The event featured presentations from various financial institutions, including the introduction of the G60 Technology Achievement Transformation Fund and financing guarantee policies [3] - Five companies participated in the roadshow, presenting their business models, core competencies, and financing needs [3] - There was an exchange session where professionals from banks, law firms, and accounting firms discussed market space estimates, sales forecasts, and legal issues related to the roadshow projects [3]