Core Viewpoints - The market is expected to experience a "first dip, then rise" pattern next week, presenting a favorable opportunity for positioning before the year-end market [3][13]. Market Analysis - After a high on Monday, the market entered a phase of fluctuation and adjustment, indicating significant investor divergence. The recent developments, including the Federal Reserve's interest rate decision and the economic work conference, aligned with expectations, providing more certainty and potentially lowering risk assessments. The upcoming "super central bank week" and Japan's interest rate trends may introduce uncertainties that could temporarily suppress risk evaluations [4][14]. Industry Comparison - From March 2023 to the present, the market has seen a consensus expectation for technology and dividend stocks. The report suggests that the trend of extreme risk styles is nearing its end, with future investment opportunities likely to emerge in mid-cap blue-chip stocks, which are anticipated to rise again after a four-year lull [5][15]. Industry Allocation - Investment opportunities are identified in mid-risk stocks, focusing on three main lines: 1. The consumer sector, which has been dormant for years, is approaching a turning point. Stocks in this sector, such as mid-sized liquor, restaurant supply chains, snacks and beverages, home appliances, hotels, human resources, and beauty care, are expected to rebound due to price corrections and supply constraints [6][16]. 2. The cyclical sector is undergoing a revaluation driven by technological empowerment and supply constraints. Attention is drawn to new materials and strategic minor metals (like antimony and rare earths), as well as industrial metals (copper and aluminum) that are experiencing improved supply-demand dynamics, alongside traditional commodities like live pigs and rubber [6][16]. Thematic Investments - The report highlights several thematic investment areas: - **Aerospace and Satellites**: The sector is gaining strength, with expectations for continued event-driven catalysts, particularly in reusable rockets and accelerated industry IPOs [7][17]. - **Nuclear Fusion**: After a prolonged adjustment, the nuclear fusion sector is beginning to rebound, with anticipated industrial catalysts and a shift from theoretical research to engineering practice, suggesting significant future investment demand [7][17]. - **Consumer Sector**: Recent government initiatives to boost consumption indicate that policies aimed at improving domestic demand may become a central theme in 2026, particularly in service consumption [7][17]. - **Semiconductors**: Anticipated expansions in domestic wafer fabrication and the capitalization of leading domestic storage chip manufacturers present opportunities in domestic chip manufacturers, equipment suppliers, and semiconductor materials [8][18]. - **Upstream Price Increases**: The report notes a continuing trend of price increases in the short term, with structural growth in demand and supply constraints providing upward price elasticity for related commodities, particularly in non-ferrous metals, new energy upstream, and chemicals [8][17].

Core Viewpoint - The Zhengzhou government has officially issued a comprehensive reform pilot plan for market-oriented allocation of factors, aiming to enhance the efficiency of resource allocation and promote high-quality development in the region [2][4]. Group 1: Reform Initiatives - The plan includes 70 reform measures focusing on key factors such as technology, land, human resources, data, capital, and environmental resources [2]. - Zhengzhou will establish 30 concept verification centers and pilot bases, along with over 100 provincial-level technology innovation platforms to facilitate the commercialization of research outcomes [2][3]. Group 2: Land and Human Resource Policies - The plan promotes long-term leasing of industrial land, a "standard land" transfer system, and a "land acquisition upon commencement" policy to reduce costs for enterprises [4]. - It aims to attract talent by relaxing household registration conditions for agricultural migrants and improving public service access for all residents [4][5]. Group 3: Data and Technology Development - The plan emphasizes the establishment of a data asset evaluation system and aims to cultivate over 50 benchmark data application scenarios in sectors like transportation, healthcare, and education [6]. - Zhengzhou will build a national supercomputing center and a core hub for supercomputing internet [6]. Group 4: Talent Development - The plan includes reforms in the salary system for public institutions and the establishment of a talent-sharing mechanism to meet the demands of emerging industries [5]. - It aims to attract top talent by adding 20 leading talents and over 200 technology leaders [5].

Core Viewpoint - Nantong is accelerating its transformation into a significant growth pole for high-quality development in Jiangsu, leveraging its historical industrial foundation and geographical advantages to foster innovation and economic growth [5][13]. Economic Performance - Nantong's GDP reached 1 trillion yuan in 2020 and is projected to reach 1.24 trillion yuan in 2024, with a year-on-year growth of 6.2% [7]. - In the first three quarters of this year, Nantong's GDP was 978.89 billion yuan, reflecting a year-on-year increase of 5.4%, which is higher than the national average [10]. Industrial Development - Nantong is home to six major industrial clusters, with shipbuilding and high-end textiles recognized as national advanced manufacturing clusters, contributing significantly to the national output [11]. - The high-end textile industry is transitioning from "weaving" to "intelligent manufacturing," driven by technological innovation and global market expansion [11]. Historical Legacy - The legacy of Zhang Jian, a pioneer of modern industry in Nantong, continues to influence local entrepreneurs and the city's industrial ethos, emphasizing education and practical skills [8][10]. - The establishment of "Nantong Entrepreneur Day" and the "Zhang Jian Cup" awards institutionalizes the spirit of entrepreneurship in the region [9]. Strategic Initiatives - Nantong is focusing on coastal development as a key strategy for achieving the next trillion yuan in GDP, with a modern marine industry system being established [14][15]. - The city is enhancing its connectivity with Shanghai and Suzhou through multiple infrastructure projects, facilitating regional collaboration and industrial integration [16]. Innovation and Future Industries - Nantong is prioritizing future industries such as aerospace, marine technology, and renewable energy, aiming to capture technological advancements and drive economic growth [16]. - The establishment of "offshore incubators" in various districts is fostering innovation and attracting technology projects to the region [16].

2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等产 业共性需求，特设6大展区， N5 轻量化高强度与可持续材料展区 聚焦碳纤维/芳纶/复合材 料/改性塑料/发泡材料/3D打印/合金......等 ， 欢迎咨询： 18957804107 以改性聚烯烃出圈的会通股份，近年来在高端新材料方面动作频频，不论在一体化上的纵深，还是在产品品类和应用场景上，都已在其发家的家电领域之外，创 出一片天。 【DT新材料】 获悉，12月11日， 会通股份 与 上海东华复材科技有限公司 （下称"东华复材"）及相关方正式签署《股权转让协议》，以自有资金完成对东华复 材55.46%股权的战略收购，东华复材自此成为会通股份控股子公司。 据悉， 东华复材 成立于 2021年9月30日 ，注资 1000万元， 法人是朱姝，持股 89.76% ，东华大学持股 10.24% 。 其中， 朱姝 是东华大学教授、博士生导师，担 任 中国商飞C***项目 特聘专家等多项职务，曾参与斩获2019年及2022年上海市科技进步一等奖、2021年重庆市科技进步一等奖等多项荣誉，入选东方英才（青 年）、江苏 ...

Group 1: Company Overview and Market Expansion - The company has seen rapid growth in overseas business, with a 47% year-on-year increase in Amazon channel performance in the first half of the year [2] - The company achieved a 26% year-on-year growth in its IKEA business, successfully integrating its self-developed silicone pressure-sensitive adhesive materials into IKEA's supply chain [2][3] - Future plans include expanding into emerging markets such as Canada, Europe, and Southeast Asia to accelerate global business development [3] Group 2: Research and Development Focus - The company prioritizes R&D innovation, focusing on three main areas: attracting high-end talent, building advanced laboratories, and collaborating with academic institutions [3] - The company is the exclusive supplier of compression bags for China's manned space program, with products used in 29 space missions [3] - New technologies developed include a waste collection system for microgravity environments and a biological culture box cover for astronauts, utilizing advanced nano-materials [3] Group 3: Product Development and Market Strategy - The company is enhancing its safety protection product line, particularly in cut-resistant gloves, while increasing efforts in the consumer market [3] - A comprehensive supply chain has been established, providing both core materials and finished products for safety protection [3] - The company is focusing on the robotics industry, developing ultra-thin cut-resistant materials suitable for industrial and domestic robots [5] Group 4: Cost Management and Operational Efficiency - The company plans to improve operational efficiency through AI and digital tools to manage costs effectively [5] - Emphasis will be placed on core differentiated products with market competitiveness to enhance profitability [5] - The strategy includes streamlining the product matrix to reduce waste and focus resources on high-growth areas [5]

作者 | 谭保罗 编辑 | 江江 新媒体编辑｜ 宝珠 视觉 | 顾芗 今天，全球最适合创业的地方在哪里？毫无疑问，除了美国硅谷或大波士顿地区，另一个地方是中国的 粤港澳大湾区。 而且，在一些特定领域，粤港澳大湾区还拥有全球独一无二的优势。当一位创业者要从事智能硬件创业 （诸如无人机、智能眼镜之类）的时候，那么，全世界没有一个地方能和这里匹敌。 从深圳往北，到东莞，再到广州，这里是全球消费电子产业链的枢纽，产业集群覆盖了从研发设计、核 心元器件供应、智能终端制造，再到全球营销的所有环节。这使得创业者要将一个idea变为一家初创企 业的过程，变得异常顺畅。 "智力集聚"则更重要。 在短短三十几年时间里，香港科大的教授和毕业生们人才辈出。他们创造了大疆、云洲智能、晶科电 子、普渡科技、极目生物等科技独角兽，涉足的领域从无人机，到智能机器人，再到新材料。据不完全 统计，具有港科大背景的硬科创企业，超过了1700家。 尤其是港科大教授李泽湘，大名鼎鼎，批量孵化 大疆、云鲸等140多家公司。 "港科大军团"的快速崛起，不是一种偶然。探寻现象之后的深层原因，对大湾区乃至中国的理工科创新 人才培养，无疑意义重大。 2026年 ...

Core Viewpoint - Dongguan Xunhui New Materials Co., Ltd. has been established with a registered capital of 50,000 RMB, focusing on various new material technologies and related manufacturing and sales activities [1] Group 1: Company Overview - Dongguan Xunhui New Materials Co., Ltd. was recently founded [1] - The registered capital of the company is 50,000 RMB [1] - The company’s business scope includes new material technology research and development, ink manufacturing and sales, functional glass and new optical materials sales, fabric textile processing, and fabric dyeing processing [1] Group 2: Business Activities - The company is involved in general projects such as new material technology R&D and ink manufacturing (excluding hazardous chemicals) [1] - It also engages in domestic trade agency, import and export of goods, and technology import and export [1] - The company operates independently based on its business license, except for projects that require legal approval [1]

中新网福建诏安12月13日电 (叶艺琳林玲彭莉芳)12月12日下午，以"牛转新乾坤诏商赢未来"为主题的 2025年第五届诏商大会暨民营企业投资创业大会在福建省漳州市诏安县举行。海内外诏商精英、各界嘉 宾齐聚一堂，共叙乡情、共话商机。 大会现场集中签约项目31个，总投资达62.3亿元，涵盖工业、现代农业、商贸服务、文旅等多个领域， 为诏安高质量接续发展注入源源不断的澎湃动能。 据诏安县人民政府县长远洋介绍，作为福建"南大门"，诏安区位优势显著，对内深度融入粤港澳大湾 区，对外紧密拓展与东盟国家经贸合作，是广受客商青睐的投资沃土。近年来，诏安通过抢抓中菲"两 国双园"、闽粤经济合作核心区等战略机遇，全力建设"两优三新"产业体系，形成特色种养、食品加工 等优势产业，新材料新能源、海洋经济等新兴产业蓬勃兴起。 2021年，诏安举办首届诏商大会。五年间，广大诏商踊跃响应"诏商回归"工程号召，推动诏商大厦、诏 商回归产业园、诏盛循环经济产业园等一大批优质项目落地，掀起项目回归、资金回流、智力回援的热 潮。对此，诏安县委、县政府也不断优化营商环境，打出政策组合拳。完善招商服务体系，全力推 进"妈妈式"政务服务，坚持每月召开 ...

Core Viewpoint - Ningxia Chuanheng Jingpin New Materials Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various new material technologies and manufacturing processes [1] Company Summary - The legal representative of the newly established company is Xiong Lirong [1] - The registered capital of the company is 1 million RMB [1] - The company’s business scope includes general projects such as new material technology research and development, manufacturing of technical glass products, and sales of non-metallic minerals and products [1] Industry Summary - The company is involved in the manufacturing of synthetic materials (excluding hazardous chemicals) and various other products including clothing accessories, jewelry, and craft art products [1] - The business also encompasses the retail and sales of hair accessories and technical glass products, as well as engineering plastics and synthetic resins [1]

天眼查App显示，近日，云南景科盛新材料科技有限公司成立，法定代表人为李双旭，注册资本300万 人民币，经营范围为一般项目：新材料技术推广服务；生物基材料销售；新型膜材料制造；保温材料销 售；防腐材料销售；合成材料销售；建筑装饰材料销售；纸制品销售；日用品销售。（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）。 ...