每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 王瀚黎） 每经AI快讯，京运通（SH 601908，收盘价：4.12元）12月22日晚间发布公告称，北京京运通达兴科技 投资有限公司持有公司股份数量7亿股，占公司总股本比例为28.99%，持有公司股份累计质押数量（含 本次）约2.14亿股，占其持股数量比例为30.57%。 2025年1至6月份，京运通的营业收入构成为：新材料业务占比53.87%，新能源发电业务分部占比 36.0%，其他业务占比5.26%，节能环保业务占比4.84%，设备占比0.03%。 截至发稿，京运通市值为99亿元。 ...

与新能源材料、可持续燃料两大赛道迅猛发展对应的是，中国资源循环利用产业规模呈现持续上升的趋 势。《报告》提到，未来，循环经济将与数字化、智能化等前沿技术深度融合，逐步构建数据驱动的新 型产业生态，而增强龙头企业竞争力是推动全产业链发展的核心路径。 毕马威中国客户及业务发展主管合伙人江立勤表示，循环经济、新能源材料与可持续燃料三大赛道紧密 相连、相互促进。循环经济可以为新能源材料的生产提供可持续的资源来源，而新能源材料的进步可以 推动可持续燃料的技术创新。在这个过程中，人工智能正在扮演着越来越重要的角色。通过人工智能赋 能，这些赛道将释放更大的潜力，为全球能源转型注入新的动力。 《报告》还总结了多家新能源材料企业在商业模式上展现出高度前瞻性。例如，它们通过"技术专利化 →专利产品化→产品场景化→场景规模化"路径构建下一代锂电池材料平台；通过战略投资强化储能与 AI(人工智能)控制能力；推动LOHC(有机液态储氢技术)技术在长距离、大规模氢能调度中的商业化落 地等等。 毕马威近日发布的《毕马威中国新能源科技企业50》报告(以下简称"报告")提到，钙钛矿等光伏材料技 术取得显著突破，未来将重构产业核心竞争力。全固态 ...

Group 1 - The core point of the article is the establishment of Dibeiyi New Energy Materials (Jiangsu) Co., Ltd., which focuses on electronic materials and energy storage technology [1] - The company has a registered capital of 10 million yuan and its business scope includes manufacturing and research of electronic materials, new materials technology development, and energy storage technology services [1] - The company is jointly owned by Shenzhen Qingyan Electronic Technology Co., Ltd. and Betterray's wholly-owned subsidiary Betterray (Jiangsu) New Materials Technology Co., Ltd. [1]

发源于云南曲靖马雄山的西江，一路蜿蜒向东进入广东佛山，滋养着两岸的土地，也见证着一场已经进 行了三年的自我变革。 在三水区白坭镇，聚龙湾新型电力装备产业园内，机械臂起落转动，坎德拉的飞轮储能设备接连下线； 不远处，西江十里画廊的古村、花田与鱼塘间，研学队伍与打卡博主的身影相映成趣。三巷村里，"看 点餐饮"主理人红姐明显比以前忙了很多："现在周末常有游客来打卡，我们的咖啡茶饮都能卖出好价钱 了。" 数月前，佛山大学经济学院博士李俊慧来到白坭调研时，看到的就是这样一幅热气腾腾的乡村振兴图 景。而她也从周边一些还未完成改造的角落捕捉到村容村貌的变化。这种对比，让她对这场变革的深度 与广度有了更直观的感受。 这场变革，名为"百县千镇万村高质量发展工程"。在全国最富与最穷曾经并存的经济大省广东，这被视 为破解城乡区域发展不平衡的关键一招。佛山的特殊之处在于，它是广东唯一所辖县区GDP均超千亿元 的城市，这意味着佛山要弥合的"不平衡"，是强区与较强区之间的差距，是在土地开发强度逼近极限、 内部发展失衡、镇街经济"诸侯割据"的存量时代，如何为万亿经济体再造高质量发展新空间，如何走出 一条以产业协同和乡村振兴为基础的"全域共 ...

Core Viewpoint - Company focuses on enhancing its core businesses in agricultural protection and pharmaceutical CDMO through overseas base expansion and R&D innovation, while steadily advancing its new energy business for long-term development [2] Group 1: Investor Relations Activity - On December 19, the company held an investor relations activity with five institutions, including Guohai Securities and Nomura Asset Management, discussing key issues such as agricultural protection business layout, pharmaceutical CDMO development, R&D innovation direction, and capital operation plans [1] - The meeting was attended by the company's Senior Vice President and Secretary of the Board, Chen Feibiao, and Securities Affairs Representative Dai Yiyi [1] Group 2: Agricultural Protection Business - The company plans to enhance its overseas base layout, establishing Malaysia as a second overseas base for a differentiated supply chain, collaborating with production bases in China and the UK [1] - The agricultural protection industry is highly concentrated, and the company has formed long-term strategic partnerships with several international agrochemical companies, covering all stages of the product lifecycle [1] Group 3: Pharmaceutical Business - The pharmaceutical business is expanding its coverage and deepening cooperation, focusing on products under patent protection [1] - The company aims for steady long-term growth by enhancing technical capabilities to strengthen customer cooperation [1] Group 4: R&D Innovation - The company is expanding into emerging fields such as peptide and radioactive drugs, while continuing to develop small molecule CDMO and starting materials [1] - The team has experience in delivering peptide and PEG linker products, optimizing synthesis routes based on customer needs [1] Group 5: CDMO Core Competitiveness - The company's core competitiveness lies in strong technological innovation, high safety and environmental standards, efficient production management, and a strict quality assurance system [1] - These advantages have earned recognition from leading global agricultural and pharmaceutical companies, ensuring stable and long-term cooperation [1] Group 6: Capital Operation - Currently, the company has no plans for secondary market financing, focusing capital expenditures on the construction of coastal and Malaysian bases [1] - As of the first three quarters of 2025, the company reported a net cash flow from operating activities of approximately 900 million yuan, sufficient to support planned capital expenditures [1] Group 7: New Energy Business - The company primarily sells LiFSI and electrolyte products, while improving the technology for lithium hexafluorophosphate [1] - It is expected that the new energy business will achieve significant revenue breakthroughs in 2025, leveraging its R&D and production advantages in fine chemicals [1]

Group 1: Core Insights - Nine companies from Ningxiang have been recognized in the 2025 Top 100 Private Enterprises in Hunan, showcasing their significant role in the province's private economy and industrial upgrade [1] - Ningxiang has established a strong presence in the new energy storage materials sector, with companies like Hunan Zhongwei Holding Group leading the charge in lithium battery materials and recycling, thus becoming a key player in the global market [2] - Hunan Bangpu Recycling Technology Co., Ltd. is noted for its innovative approach to battery recycling, creating a closed-loop ecosystem that addresses environmental concerns while promoting resource efficiency [4] Group 2: High-end Manufacturing - Companies in Ningxiang are making strides in high-end manufacturing, with Chutian Technology Co., Ltd. recognized as a leader in pharmaceutical equipment, exporting products globally and supporting the health industry [6] - Hunan Xingbang Intelligent Equipment Co., Ltd. focuses on high-altitude work platforms, overcoming technical challenges and competing internationally, thus enhancing China's manufacturing reputation [8] - Changsha Gree Air Conditioning Equipment Co., Ltd. sets industry standards in smart home appliances, leveraging advanced technology for comprehensive product coverage [8] Group 3: Traditional Industries - Hunan Xingwang Construction Co., Ltd. plays a vital role in infrastructure development, contributing to significant projects that enhance regional development [10] - Hunan Changfeng Electric Power Group Co., Ltd. provides a full-chain service in power engineering, ensuring stable energy supply while transitioning to new energy projects [10] Group 4: Industrial Ecosystem - The collective success of these nine companies reflects Ningxiang's strategic focus on industrial strength and innovation, fostering a collaborative ecosystem that attracts supporting enterprises [11] - The recent partnership with Zhejiang Shengyan Technology Co., Ltd. to establish a 60GWh lithium battery project is expected to enhance Ningxiang's new energy industry and meet substantial market demands [13] - The ongoing optimization of Ningxiang's industrial ecosystem is anticipated to yield more leading private enterprises, driving the growth of Hunan's private economy [13]

Group 1 - The report highlights that the deep application of artificial intelligence (AI) technology is transforming catalyst research and development from a traditional trial-and-error model to a data and AI-driven approach, leading to a future where catalyst material design enters an "autonomous driving" era [1] - The three key areas of circular economy, new energy materials, and sustainable fuels are closely interconnected and mutually reinforcing, with AI playing an increasingly important role in this process [1] - Significant breakthroughs in photovoltaic materials technology, such as perovskite, are expected to reshape the core competitiveness of the industry, while all-solid-state batteries are advancing from laboratory to pilot stages, indicating broad application prospects [1] Group 2 - New energy materials are a fundamental variable determining the development of the new energy industry, involving a long industrial chain and supply chain linkage, which will deeply impact the development of sustainable fuels and the circular economy [2] - The "New Energy Technology 50 Enterprises" list shows that several companies exhibit high foresight in their business models, such as constructing next-generation lithium battery material platforms through a pathway of "technology patenting - productization of patents - scenario application - scaling of scenarios" [2] - Chinese new energy companies have developed significant competitive advantages through continuous technological innovation and breakthroughs, enhancing energy utilization efficiency and promoting the construction of a new energy system and optimization of energy structure [2]

中经记者 郝亚娟 夏欣 上海、北京报道 《毕马威中国新能源科技企业50》报告指出，与新能源材料、可持续燃料两大赛道迅猛发展对应的是中 国资源循环利用产业规模呈现持续上升的趋势。未来，循环经济将与数字化、智能化等前沿技术深度融 合，逐步构建数据驱动的新型产业生态，而增强龙头企业竞争力是推动全产业链发展的核心路径。 （编辑：杨井鑫 审核：朱紫云 校对：颜京宁） 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，"十五五"时期要实现美 丽中国建设新的重大进展，绿色生产生活方式基本形成、碳达峰目标如期实现等核心目标，而这些目标 的落地与再生资源产业的发展息息相关。 12月19日，在毕马威举办的第二届"新能源科技50企业"榜单发布暨颁奖典礼上，毕马威中国客户及业务 发展主管合伙人江立勤表示，循环经济、新能源材料与可持续燃料三大赛道紧密相连、相互促进。循环 经济可以为新能源材料的生产提供可持续的资源来源，而新能源材料的进步可以推动可持续燃料的技术 创新。在这个过程中，AI（人工智能）正在扮演着越来越重要的角色。通过AI赋能，这些赛道将释放 更大的潜力，为全球能源转型注入新的动力。 ...

与新能源材料、可持续燃料两大赛道迅猛发展对应的是中国资源循环利用产业规模呈现持续上升的趋 势。未来，循环经济将与数字化、智能化等前沿技术深度融合，逐步构建数据驱动的新型产业生态，而 增强龙头企业竞争力是推动全产业链发展的核心路径。 毕马威中国能源及天然资源行业主管合伙人蔡忠铨表示，新能源材料是决定新能源产业发展的基础变量 之一，涉及较长产业链供应链联动，包括有色金属、先进化工等一系列产业集群，更将深层次影响"可 持续燃料、循环经济"的发展，需要更多的研发投入与更高效的产业化布局，在资源保障、技术创新、 金融赋能等领域凝聚合力，共同推动我国新能源产业实现高质量发展。 编辑 岳彩周 校对 柳宝庆 新京报贝壳财经讯（记者陈维城）12月19日，在毕马威第二届"新能源科技50企业"榜单发布暨颁奖典礼 上，毕马威中国华东及华西区首席合伙人杨洁表示，中国新能源企业经过摸索与发展，已具备较明显的 产业竞争优势。通过不断的科技创新与突破，新能源在加速提高能源利用效率，推动构建新型能源体 系、优化能源结构。这将有助于我国降低对传统能源的依赖，提升国家能源自主性和安全性。 毕马威中国客户及业务发展主管合伙人江立勤表示，循环经济、新 ...

Core Viewpoint - KPMG's second "Top 50 New Energy Technology Companies" list highlights the competitive advantages of Chinese new energy enterprises, emphasizing their role in enhancing energy efficiency and promoting a new energy system [1] Group 1: Evaluation Criteria - The selection process evaluated companies based on six dimensions: innovation in technology and business models, valuation and market recognition, financial health, recognition by energy industry associations, dissemination of energy innovation and transformative technologies, and foresight in industry development [1] - The evaluation involved months of application screening, field research, and expert reviews to identify leading outstanding companies [1] Group 2: Industry Insights - Many companies on the list demonstrate high foresight in their business models, establishing proprietary technological barriers in their respective segments [2] - The selected companies play a crucial role in transforming the energy structure, improving the efficiency of new energy consumption, and assisting in achieving carbon neutrality goals through material innovation, system integration, and digital empowerment [2] Group 3: Sector Coverage - The listed companies span key sectors including new energy materials (solar, energy storage, wind, nuclear), sustainable fuels (methanol, aviation fuel, hydrogen), and circular economy, showcasing the breadth and depth of China's new energy industry [1]