来源：上海证券报 证券代码：688357 证券简称：建龙微纳 公告编号：2026-003 转债代码：118032 转债简称：建龙转债 洛阳建龙微纳新材料股份有限公司 合计持股5%以上股东 减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律责任。 重要内容提示： ● 大股东及董监高持有的基本情况 本次减持计划实施前，河南中证开元创业投资基金（有限合伙）（以下简称"中证开元"）直接持有洛阳 建龙微纳新材料股份有限公司（以下简称"公司"）4,846,331股，占公司总股本的4.84%；民权县创新产 业投资基金（有限合伙）（以下简称"民权创投"）直接持有公司1,378,525股，占公司总股本的1.38%。 上述股份均为无限售流通股且来源于公司首次公开发行前及上市后资本公积金转增股本取得。 ● 减持计划的实施结果情况 2025年9月15日，公司在上海证券交易所网站（www.sse.com.cn）披露了《关于合计持股5%以上股东减 持股份计划公告》（2025-050）。公司股东中证开元、民权创投因基金到期及退出安排， ...

浙江华正新材料股份有限公司 证券代码：603186 证券简称：华正新材 公告编号2026-002 转债代码：113639 转债简称：华正转债 2025年年度业绩预盈公告 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个别及连带责任。 重要内容提示： ● 本次业绩预告适用于净利润实现扭亏为盈的情形。 ● 经浙江华正新材料股份有限公司（以下简称"公司"）财务部门初步测算，预计2025年年度实现归属于 上市公司股东的净利润为26,000万元到31,000万元，与上年同期相比，将实现扭亏为盈。 ● 经公司财务部门初步测算，预计2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润为 6,000万元到9,000万元。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 二、上年同期经营业绩和财务状况 （一）利润总额：-10,409.33万元。归属于上市公司股东的净利润：-9,743.03万元。归属于上市公司股 东的扣除非经常性损益的净利润：-11,860.88万元。 （二）每股收益： ...

本文源自：金融界AI电报 据港交所文件：常州聚和新材料股份有限公司向港交所提交上市申请书。 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 材料汇文章标签汇总 如何下载（加入知识星球-材料汇） 国产替代爆发！14种卡脖子的先进封装材料，百亿赛道谁将突围？ 材料汇部分文章 未来40年材料强国革命：这13大领域将重塑人类文明！ | 先进封装材料 | 全球市场规模 | 中国市场规模 | 国外企业 | 国内企业 | | --- | --- | --- | --- | --- | | PSPI | | | 微系统、AZ电子材料 | 鼎龙股份、国风新材、三月科 | | | | 5.28亿美元(23年 7.12亿元(21 | Fujifilm, Toray, HD | 技、八亿时空、强力新材、瑞 | | | 全球) . 预计 | 年中国)、预 | | 华泰、诚志殷竹、艾森股份、 | | | 2028年将达到 | 汁到2025年增 | | 奥采德:波米科技、明士新材 | | | 20.32亿美元 | 长至9.67亿元 | 、旭化成 | 、东阳华芯、上海玟昕、理硕 | | | | | | 科技等 | | 光敏绝缘 | 2020年:0.1亿 | | | | | ...

随着现代化产业体系加速完善，肇庆正成为粤港澳大湾区重要的先进制造业基地，为高质量发展注入强 劲动能。 在园区建设方面，肇庆形成以肇庆高新区、肇庆新区和大型产业集聚区为引领，13个省级产业园区及特 色园区协同发展的新格局。大型产业集聚区市管起步区拥有4万多亩可连片开发土地，累计引进项目超 300个、计划总投资超900亿元，近三成项目已投产，"万亩千亿"大平台初步成型。同时，智能网联新能 源汽车产业园、金属制品特色产业园、绿色建材基地等一批专业园区定位清晰、功能互补，促进产业集 聚集约发展。 肇庆坚持"企业第一"理念，持续优化"全肇办"涉企服务体系，年度营商环境评价连续五年位居全省前 列。全市经营主体突破40万户，较"十三五"末增长1.5倍，为企业发展营造了"有求必应、无事不扰"的 良好环境。 在14日召开的"'十四五'广东成就"肇庆专场新闻发布会上，肇庆市委副书记、市长许晓雄在回答记者提 问时介绍，"十四五"以来，肇庆坚持实体经济为本、制造业当家，推动现代化产业体系加速构建，连续 四年引进制造业项目计划投资额超过千亿元。 肇庆聚焦新能源汽车、新型储能、新材料和电子信息"三新一电"新兴产业，实施产业链精准招商，更 ...

（文章来源：证券日报） 证券日报网1月14日讯 ，莱特光电在接受调研者提问时表示，未来，公司将以"新材料平台型企业"为战 略定位，在巩固OLED有机材料主业优势的基础上，积极把握Q布及钙钛矿材料的市场机遇，通过主业 深耕与新业务拓展的双轮驱动，在新材料领域形成多元化布局，持续提升综合竞争力。 ...

Core Viewpoint - The article highlights the ongoing industrial transformation in Fangshan District, driven by new productive forces, with a projected industrial output exceeding 80 billion yuan by 2025, primarily fueled by the green energy and new materials sectors. Group 1: Green Energy Sector - Fangshan District is positioned as a major hub for green energy, with 91 companies contributing to an output value of 22.5 billion yuan by the end of 2025, showcasing a growing industrial cluster effect [1][4]. - Leading companies in the energy storage sector, such as Haibo Shichuang and Xinyuan Zhichu, are expanding, with Haibo Shichuang recognized as a national enterprise technology center [1][2]. - The district has been approved for the establishment of a new energy storage power station application demonstration area and a green energy industry park, facilitating the large-scale application of storage technology [1][4]. Group 2: Hydrogen Energy Development - Fangshan is accelerating its hydrogen energy industry, with Yanshan Petrochemical's hydrogen purification facility now operational, providing a stable and high-purity hydrogen source for downstream applications [2]. - The district has initiated the use of hydrogen energy vehicles and established integrated energy stations, forming a comprehensive hydrogen energy industry chain [2]. Group 3: New Materials Sector - The new materials industry is positioned as a core driver of "new quality manufacturing," with the goal of establishing a competitive industrial cluster known as the Capital Materials Valley [5][6]. - The district has attracted 179 companies to the Zhongguancun Materials Industrial Park, achieving an output value of 18 billion yuan, further enhancing the Capital Materials Valley's industrial concentration [5][6]. Group 4: Innovation and Collaboration - Fangshan's development is rooted in a strategic design that emphasizes innovation-driven growth and the integration of education and industry, fostering a strong internal momentum for high-quality regional development [7][9]. - The district has established a unique technology transfer center for green energy at Liangxiang University Town, promoting collaboration between academia and industry, and has successfully transformed 25 technological achievements into practical applications [4][9]. Group 5: Future Outlook - As Fangshan enters the 14th Five-Year Plan, it aims to elevate its green energy and new materials sectors to higher levels, constructing a modern industrial system to support the high-quality development of the capital [9].

Core Insights - The "Action Plan" aims for Yunnan Province to achieve an industrial output value exceeding 2 trillion yuan by 2027, with a focus on developing a modern industrial system and addressing key industry challenges [1][2]. Group 1: Industrial Development Goals - The plan sets a target for the industrial output value to surpass 2 trillion yuan by 2027, with a 3% increase in the share of non-tobacco and non-energy industries within the total industrial output [1]. - By 2030, Yunnan aims to establish itself as a significant base for clean energy, strategic non-ferrous metal industries, modern ecological agriculture, and a world-renowned tourism destination [1]. Group 2: Key Industry Focus Areas - The "Action Plan" outlines a "4+5+6" industrial development strategy, focusing on four resource-based industries (green aluminum, silicon photovoltaic, phosphorus chemical, and non-ferrous and precious metals), five advantageous industries (highland characteristic agriculture, cultural tourism, green energy, tobacco, and modern logistics), and six breakthrough areas (biomedicine, new materials, advanced equipment manufacturing, digital economy, low-altitude economy, and biomanufacturing) [2]. - Yunnan's energy sector is highlighted as a key strength, with plans to increase clean energy capacity to over 90% of total installed capacity by 2027, aiming for 180 million kilowatts of installed power by the end of 2025 [2]. Group 3: Technological and Agricultural Innovation - The plan emphasizes the integration of technological innovation with industry, focusing on enhancing strategic emerging industries and supporting biopharmaceutical development and modernization of traditional medicine [2]. - In agriculture, the strategy includes enhancing the quality and efficiency of highland characteristic agriculture through a comprehensive approach that integrates technology, sustainability, quality, and branding [2]. Group 4: Tourism Development - Yunnan is leading the initiative for "Travel and Residence in Yunnan," aiming to strengthen brand promotion and innovate product offerings to enhance its tourism appeal [3].

Group 1 - The company, Zhongyou Capital, has confirmed its subsidiary, Kunlun Capital, is actively investing in the commercial aerospace sector, specifically in companies like Hongqing Technology and Aerospace Times Feipeng [2] - Kunlun Capital is implementing a "fund + direct investment" dual-drive strategy, focusing on investments in new energy, new materials, digital intelligence industries, and low-altitude economy [2]

每经AI快讯，1月14日，鼎龙股份(300054.SZ)公告称，公司正在筹划境外发行股份（H股）并在香港联 合交易所有限公司上市事项，旨在深化公司在创新材料领域的全球化战略布局，加速海外业务拓展进 程，提升公司品牌国际影响力和综合竞争力。相关细节尚未确定，本次H股发行上市不会导致公司控股 股东和实际控制人发生变化。本次H股上市需提交公司董事会和股东会审议，并经相关监管机构批准、 核准或备案，具有一定不确定性。 （文章来源：每日经济新闻） ...