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上海:加大重点行业中试服务供给
news flash· 2025-06-11 06:24
Core Viewpoint - Shanghai aims to enhance its pilot testing service supply in key industries by establishing around 20 municipal pilot testing platforms by 2027, with a goal of creating 3 national-level platforms [1] Group 1: Pilot Testing Platforms - The implementation plan includes building comprehensive, specialized, and distinctive pilot testing platforms in key industrial sectors [1] - The focus will be on industries such as integrated circuits, large aircraft, gas turbines, and industrial mother machines to improve testing and validation service capabilities [1] Group 2: Software and AI Development - The plan emphasizes accelerating the construction of pilot testing platforms for foundational software, industrial software, and artificial intelligence, including model training and evaluation [1] Group 3: New Materials and Biomanufacturing - There will be efforts to promote the conversion of technological achievements into process packages and complete equipment in fields like new materials and biomanufacturing [1] - The development of contract research outsourcing models will be encouraged [1] Group 4: Future Industry Integration - The initiative aims to facilitate the integration of production, education, research, and application in future industries, shortening the pilot testing maturation cycle and addressing gaps from engineering to industrialization [1]
山西证券研究早观点-20250611
Shanxi Securities· 2025-06-11 01:33
研究早观点 2025 年 6 月 11 日 星期三 市场走势 分析师: 李召麒 执业登记编码:S0760521050001 电话:010-83496307 邮箱:lizhaoqi@sxzq.com 【今日要点】 【行业评论】非银行金融:行业周报(20250602-20250608):-券商回 购释放信心,行业估值仍处低位 资料来源:最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,384.82 | -0.44 | | 深证成指 | | 10,162.18 | -0.86 | | 沪深 | 300 | 3,865.47 | -0.51 | | 中小板指 | | 6,358.48 | -0.63 | | 创业板指 | | 2,037.27 | -1.17 | | 科创 | 50 | 982.90 | -1.47 | 资料来源:最闻 【行业评论】化学原料:新材料周报(250603-0606)-发改委印发《意 见》鼓励绿电使用,陶氏出售 DowAksa 全部股权 【山证农业】农业行业周报(2025.06.02-2025.06 ...
从民营经济GDP占比创新高 看民企如何撑起广州经济“半边天”
Nan Fang Du Shi Bao· 2025-06-10 23:17
维德科技研发的无线调度通信设备,无需光纤和电力支持,有着良好的覆盖能力和续航能力。 由魅视科技研发的路口边缘计算一体机大车右拐应用场景。 专注于激光焊接检测,德擎光学实现激光焊接检测国产化从无到有的突破。受访者供图 激光焊接是一种精度高、速度快的工艺,因此焊接检测设备需要具备更精细、更快速的检测能力。"从 测量分析到结果输出,整个过程在50毫秒内即可完成。"德擎光学制造部总监刘文杰介绍,企业最新产 品实现了AI技术与焊接硬件的紧密结合,漏杀率和过杀率得到进一步降低。目前,德擎光学的检测设 备广泛应用于汽车、电子消费品、新能源及航天航空等行业,并成功进军欧洲、东南亚等地市场。 民企活则经济活。去年5月1日,《广州市支持民营经济发展条例》(以下简称《条例》)正式实施,广州 成为全国首个为民营经济立法的省会城市。一年时间过去,《条例》落实情况如何?广州民营经济发展 取得怎样的成绩单? 近日,记者随广州市工业和信息化局走访数家广州民营企业了解到,今年一季度,全市民营经济增加值 占GDP比重达43.5%,创近五年新高。民营经济主体突破350余万户,新登记经营主体的数量和增速在 主要城市中均排第一,成为推动广州经济增长的 ...
新材料产业周报:国能新材自主研发可控联创聚乙烯项目试车,星传新材等多家新材料公司完成融资
GUOTAI HAITONG SECURITIES· 2025-06-10 13:40
Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant advancements, with companies like Guoneng New Materials successfully testing their controllable cross-linked polyethylene project, marking a step towards industrial production [1] - The industry is also seeing substantial investment activity, as evidenced by Xinchuan New Materials completing a multi-hundred million yuan Series B financing round, indicating strong investor confidence in innovative materials [1][2] Summary by Sections Industry Development Dynamics - Guoneng New Materials has successfully completed the trial run of its controllable cross-linked polyethylene project, which has an annual production capacity of 11,000 tons, signaling the project's readiness for production [1] - China Chemical Western's 50,000-ton ultra-high molecular weight polyethylene resin project has completed its mid-term acceptance and is set to enter production soon, with a total investment of 830 million yuan [1] Investment and Financing Dynamics - Xinchuan New Materials has raised several hundred million yuan in its Series B financing round, led by Quzhou Industrial Investment, with participation from existing shareholders and other investors [1] - Dehu Coating has completed a multi-million yuan financing round aimed at advancing research and production of perovskite materials, which are critical for the semiconductor and flat panel display sectors [2] Secondary Market Dynamics - The Wande New Materials Index rose by 1.98% during the week of June 3 to June 6, 2025, outperforming the Shanghai and Shenzhen 300 Index, which increased by 0.88% [4]
新材料产业周报:国能新材自主研发可控联创聚乙烯项目试车,星传新材等多家新材料公司完成融资-20250610
GUOTAI HAITONG SECURITIES· 2025-06-10 11:07
Investment Rating - The report does not explicitly provide an investment rating for the new materials industry Core Insights - The new materials industry is witnessing significant advancements, with companies like Guoneng New Materials successfully testing their controllable cross-linked polyethylene project, marking a step towards industrial production [1] - The industry is also seeing substantial financing activities, such as Xinchuan New Materials completing a multi-hundred million yuan Series B financing round, indicating strong investor interest and confidence in innovative material technologies [1][2] Industry Development Dynamics - Guoneng New Materials has completed the trial run of a new functional materials production facility with an annual capacity of 11,000 tons, indicating progress in the commercialization of new materials [1] - China National Chemical's Western New Materials has successfully completed the mid-term acceptance of a 50,000-ton ultra-high molecular weight polyethylene resin project, which is set to become the first large-scale production base in Northwest China [1] - The project has a total investment of 830 million yuan and is expected to commence production by August 2025 [1] Investment and Financing Dynamics - Xinchuan New Materials has raised several hundred million yuan in Series B financing, led by Quzhou Industrial Investment, with participation from existing shareholders and other investors [1] - The company is focused on the research and industrialization of new polyolefin elastomers, with plans to construct a 30,000-ton production facility in Zhejiang [1] - Dehu Coating has also completed a multi-million yuan financing round to enhance its research and development in perovskite materials, aiming to accelerate the commercialization of high-efficiency perovskite batteries [2] Secondary Market Dynamics - The Wande New Materials Index increased by 1.98% during the week of June 3 to June 6, 2025, outperforming the CSI 300 Index, which rose by 0.88% [4]
工信部推动高新技术成果产业化 金融资本深度参与试点
Zheng Quan Ri Bao Wang· 2025-06-10 10:46
Group 1 - The Ministry of Industry and Information Technology has launched a pilot program for the industrialization of high-tech achievements, focusing on advanced manufacturing and new materials [1] - The program aims to enhance the connection between industry supply and demand, invigorate innovation, and optimize industrialization services, leveraging resources such as talent, funding, and policies [1] - The pilot program categorizes applicants into three types: industrialization implementation units, third-party service units, and financial service units [1] Group 2 - Financial institutions are expected to play a dual role in direct and indirect financing, addressing bottlenecks in the technology innovation and industrialization process [2] - The program emphasizes the need for financial service units to design targeted financial products and integrate financial resources to empower enterprises [2] - Knowledge property pledge financing is increasingly recognized as a solution to the financing challenges faced by technology-based SMEs, combining it with order financing to alleviate financial pressure [2] Group 3 - Financial institutions are encouraged to provide diverse funding support for high-tech enterprises and original innovation projects, moving away from traditional collateral reliance [3] - A collaborative framework of "capital + technology + system" is proposed to link technology research and capital exit, accelerating the transformation of technological achievements [3]
同益中: 同益中2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-10 10:17
证券代码:688722 证券简称:同益中 公告编号:2025-023 北京同益中新材料科技股份有限公司2024年年度权 益分派实施公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示: ? 是否涉及差异化分红送转:否 ? 每股分配比例 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 23 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任 公司上海分公司(以下简称"中国结算上海分公司")登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本224,666,700股为基数,每股派发现 金红利0.06677元(含税,保留五位小数),共计派发现金红利15,000,000元。 三、 相关日期 股权登记日 除权(息)日 现金红利发放日 四、 分配实施办法 (1)无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统 向股权登记日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了 指定交易的股 ...
江南新材: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-10 10:17
Core Points - Jiangxi Jiangnan New Materials Technology Co., Ltd. announced a cash dividend of 0.37 RMB per share, totaling 53,925,723.63 RMB for all shareholders [1][2][4] - The profit distribution plan was approved at the annual general meeting on June 3, 2025, with the record date set for June 16, 2025 [1][2] - The distribution will not involve stock dividends or capital increases [2] Distribution Details - The cash dividend will be distributed based on a total share capital of 145,745,199 shares [1] - The relevant dates for the distribution are as follows: - Record date: June 16, 2025 - Last trading day: June 17, 2025 - Ex-dividend date: June 17, 2025 [1] Taxation Information - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net payout of 0.37 RMB per share [4] - For shares held for less than one year, the tax will be calculated upon transfer, with a potential tax burden of 20% for shares held for one month or less [4][5] - Qualified Foreign Institutional Investors (QFII) will receive a net dividend of 0.333 RMB per share after tax [6]
时代新材: 第十届董事会第三次(临时)会议决议公告
Zheng Quan Zhi Xing· 2025-06-10 10:17
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 株洲时代新材料科技股份有限公司(以下简称"公司")第十届董事会第三 次(临时)会议的通知于 2025 年 6 月 5 日以专人送达和邮件相结合的方式发出, 会议于 2025 年 6 月 10 日上午在公司全球总部园区 1010 会议室以现场结合通讯 的方式召开。会议由董事长彭华文先生主持。本次会议应到董事 9 人,实到董事 席会议并代为行使表决权。4 名监事和部分高级管理人员列席了本次会议。 本次会议的召集、召开及表决程序符合《公司法》等法律、法规、规范性文 件以及《公司章程》的有关规定。 经会议审议,通过了如下决议: 证券代码:600458 证券简称:时代新材 公告编号:临 2025-026 株洲时代新材料科技股份有限公司 内容详见同日披露于上海证券交易所网站的公司《募集资金管理办法》(第 十届董事会第三次(临时)会议修订)。 表决结果:9 票同意,0 票反对,0 票弃权。 本议案尚需提交公司股东大会审议 三、 审议通过了关于 2025 年薪酬总额预算的议案 该议案已经公司第十 ...
【私募调研记录】昊泽致远调研安泰科技
Zheng Quan Zhi Xing· 2025-06-10 00:13
Group 1 - The core viewpoint of the news is that Haotze Zhiyuan recently conducted research on a listed company, Antai Technology, which is a leader in the production of tungsten-copper components and has significant market presence [1] - Antai Technology is the first company in the world to mass-produce tungsten-copper filters and has provided over 5,000 tungsten-copper parts to domestic and international clients [1] - The company is focusing on increasing R&D investment, optimizing core technologies, expanding production capacity, and enhancing industry competitiveness [1] Group 2 - Haotze Zhiyuan Investment Management Co., Ltd. was established in December 2015 and has been registered as a private fund manager since March 2018 [2] - The company has issued over 20 products in the past three years, managing a total scale of approximately 2 billion RMB [2] - The team consists of nearly 30 members, with a focus on investment research and trading personnel making up 70% of the workforce [2]