本报讯(记者唐颖)12月11日，"新能源、新基建、新装备、新材料"联盟2025年度大会在常州举行。省委 常委、常务副省长马欣出席并致辞。 马欣指出，江苏深入学习贯彻习近平总书记在党的二十届四中全会上的重要讲话和全会精神，以碳达峰 碳中和为牵引，坚定不移转方式、调结构、增动能，协同推进降碳、减污、扩绿、增长，努力在能源等 各领域全面绿色转型中抢得先机、走在前列，为推进中国式现代化江苏新实践增添更多绿色动能、注入 更强绿色活力。 马欣表示，中国能建（601868）牵头发起的"四新"联盟，有效聚合新能源及基础设施领域的骨干企业、 金融机构和科研院所，为推动经济社会全面绿色转型积累了丰富经验。希望与会各方借助这一平台，广 泛凝聚智慧力量，积极分享创新成果，携手破解发展难题，在互动交流中实现互利共赢，在密切协作中 实现更大发展。期待"四新"联盟更好发挥示范引领、桥梁纽带等作用，在制度管理创新、科技成果转 化、产业策划运营等方面积极探索，推动实现资源共享、设施共建、产业共兴、发展共促。欢迎包括中 国能建在内的广大优秀企业来苏投资兴业，我们将全力搭建合作平台、不断优化营商环境、持续做好服 务保障，更好助力企业在江苏这片投资 ...

Core Viewpoint - Recently, Kaidiseng (Shanghai) New Material Technology Co., Ltd. was established with a registered capital of 1 million RMB, indicating a new player in the new materials sector [1] Company Summary - The legal representative of the company is Xia Yanming, which may suggest a leadership structure focused on innovation and development in the new materials field [1] - The company’s business scope includes a variety of services such as technology services, development, consulting, and transfer, indicating a strong emphasis on technological advancement [1] - The company is involved in the sales of specialized chemical products, sealing materials, rubber products, coatings, synthetic materials, and high-quality synthetic rubber, which positions it well within the growing demand for advanced materials [1]

Group 1 - The company announced the resignation of its President Meng Li and Vice President Chuo Yanming due to personal reasons, effective immediately upon submission of their resignation reports [2][4][5] - Meng Li was responsible for daily operations, strategic planning, and management optimization, while Chuo Yanming focused on the research and production of carbon-carbon composite materials [4][5] - The company will promptly elect a new President in accordance with relevant laws and regulations [4] Group 2 - The company's wholly-owned subsidiaries, Jiangyou Tianqi Yiyang New Materials Technology Co., Ltd. and Jiangsu Xinyi Yang High-tech Materials Co., Ltd., have temporarily ceased operations due to weak demand in the photovoltaic industry [6][8] - As of November 30, 2025, the company had 28 quartz crucible production lines with a capacity of 180,000 units, but only 110,000 units were usable due to ongoing upgrades [6][8] - The subsidiaries reported a production volume of 14,786 units and a sales volume of 15,600 units from January to November 2025, resulting in a low capacity utilization rate of 14.66% [6][8] Group 3 - The subsidiaries' operations contributed 37.99% of the company's audited revenue in 2024, with a net loss of 62,630.46 million yuan [8] - For the first three quarters of 2025, the subsidiaries accounted for 25.23% of the company's revenue, with a net loss of 5,209.76 million yuan [8] - The temporary shutdown is expected to significantly impact the company's future business, as it will halt revenue contributions from the quartz crucible segment [8][9]

Core Viewpoint - The article discusses the rapid growth and investment opportunities in the advanced packaging materials sector, highlighting the potential for domestic companies to replace foreign imports in critical areas of technology [7][8]. Market Overview - The global market for advanced packaging materials is projected to reach $2.032 billion by 2028, with the Chinese market expected to grow to 9.67 billion yuan by 2025 [8]. - Specific materials such as PSPI and Al-X photoresist are highlighted, with PSPI's market size in China estimated at 7.12 billion yuan in 2023 [8]. Investment Opportunities - The article identifies 14 key advanced packaging materials that are critical for the semiconductor industry, emphasizing the potential for domestic companies to capture market share from established foreign players [7][8]. - Companies like 鼎龙股份, 国风新材, and 三月科 are mentioned as potential leaders in the domestic market for advanced packaging materials [8]. Growth Projections - The market for conductive adhesives is expected to reach 3 billion yuan by 2026, while the chip bonding materials market is projected to grow from approximately $4.85 billion in 2023 to $6.84 billion by 2029 [8]. - The epoxy encapsulation materials market is anticipated to grow to $9.9 billion by 2027, indicating strong demand in the sector [8]. Competitive Landscape - The article outlines the competitive landscape, noting that foreign companies like Fujifilm, Toray, and Dow are currently dominant in various segments, but domestic firms are rapidly advancing [8]. - The need for innovation and investment in R&D is emphasized for domestic companies to compete effectively against established international players [8].

中经记者 孙丽朝 北京报道 近日，全国近30个省份陆续出台地方版"十五五"规划建议，各地未来发展"路线图"逐渐明晰。人工智 能、新能源、新材料、低空经济等新兴产业成为各地布局的重点，产业结构向"新"向"智"转型趋势明 显。 "新兴产业"在许多省份"十五五"规划建议中占据了较大篇幅。北京市在11月26日发布的《中共北京市委 关于制定北京市国民经济和社会发展第十五个五年规划的建议》中提出，实施产业创新工程，推动新技 术、新产品、新场景大规模应用，加快集成电路、机器人和智能制造、智能网联汽车、空天技术等战略 性新兴产业发展。培育全球领先的人工智能产业生态，加强高端芯片、基础软件等关键核心技术攻关。 面对未来新兴产业发展可能存在的同质化竞争问题，各地也在结合地理位置和本地产业优势差异化布 局。立足本地资源和产业基础，重庆市将打造具有全球影响力的智能网联新能源汽车之都作为"十五 五"时期构建现代化产业体系的首要任务。广西壮族自治区在"十五五"规划建议中提出，高标准建设中 国—东盟国家人工智能应用合作中心。黑龙江省则提出，完善人工智能开放合作体系，打造面向东北亚 的人工智能合作高地。广东省表示，将携手港澳打造"数字湾区" ...

Core Viewpoint - Crown New Materials Technology Co., Ltd. has entered the inquiry stage for its main board IPO, aiming to raise approximately 919 million yuan for various expansion and development projects [1] Company Overview - Crown New Materials is a high-tech enterprise focused on functional new materials, specializing in the research, production, and sales of industrial-grade adhesive materials, electronic-grade adhesive materials, and functional film materials [1] IPO Details - The company's main board IPO was accepted on November 28, 2025, and it plans to use the raised funds for several projects, including the expansion of functional composite materials in Guangdong, semiconductor functional composite materials in Jiangsu, optical film industrialization in Zhejiang, research center construction, and to supplement working capital [1]

Core Insights - The event in Fuzhou led to the signing of 70 major industrial projects with a total investment of 112.39 billion RMB, aimed at enhancing high-quality connections between private enterprises and promoting deep integration of industries between Fujian and Taiwan [1][2] Group 1: Project Overview - The signed projects include 57 emerging industry projects in sectors such as new energy, new materials, integrated circuits, and biomanufacturing [1] - Notable projects include a 12-inch high-end analog integrated circuit chip manufacturing facility in Xiamen and a 5.57 million ton annual integrated expansion project in Zhangpu, both valued at over 10 billion RMB [1] - The projects are expected to generate an additional annual output value of over 130 billion RMB for Fujian Province once operational [2] Group 2: Participation and Scope - The event attracted over 500 representatives from various regions, including nearly 70 Taiwanese enterprises, highlighting the strong interest in biopharmaceutical cooperation [1] - The projects cover a wide range of fields, including advanced sectors like AI, robotics, and low-altitude economy, as well as traditional industries such as green chemicals and modern textiles [2] - Since the beginning of the year, Fujian Province has facilitated the connection of 2,220 private enterprise projects with a planned total investment of 400.9 billion RMB, achieving an 83.3% commencement rate for manufacturing projects [2]

每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 王瀚黎） 每经AI快讯，恩捷股份（SZ 002812，收盘价：55.35元）12月12日晚间发布公告称，公司第五届第四十 九次董事会会议于2025年12月12日在公司控股子公司上海恩捷新材料科技有限公司三楼会议室以现场及 通讯方式召开。会议审议了《关于公司发行股份购买资产并募集配套资金事项暂不提交股东会审议的议 案》等文件。 2025年1至6月份，恩捷股份的营业收入构成为：制造业占比97.0%，其他业务占比3.0%。 截至发稿，恩捷股份市值为544亿元。 ...

再升科技发布股票交易风险提示公告称，2025年12月5日至12月12日收盘六个交易日内，公司股票已累 计出现五次涨停，区间涨幅达65.94%，短期内涨幅较大且显著高于同期上证指数。公司关注到有市场 信息讨论公司向SpaceX供货相关事项。目前公司主要业务为以微纤维玻璃棉为核心材料，开发"干净空 气材料"、"高效节能材料"和"无尘空调产品"，应用于"工业空间、移动空间、生活空间"三大空间。经 公司自查核实，公司高效节能材料中用于航空航天领域的产品2024年度收入占公司营收比例约为 0.5%；其中，公司自2020年起向国际某知名航天公司直接供应"高硅氧纤维产品"，2024年该项产品业务 收入占公司总营收比例极低，对公司业绩无重大影响，目前"高硅氧纤维产品"暂无在手订单，后续订单 获取存在较大不确定性。 （文章来源：第一财经） ...

Core Viewpoint - Tongcheng New Materials (603650.SH) has successfully completed the production line construction and product validation for its CMP polishing pad project, which is set to enter the commercialization phase in 2025 [1] Group 1: Project Development - The CMP polishing pad project was initiated in May 2024 and has progressed smoothly [1] - The company is set to begin product validation with leading domestic chip enterprises in the first half of 2025 [1] Group 2: Customer Acquisition - The company has secured formal polishing pad orders from multiple significant customers for both 8-inch and 12-inch products [1] - The realization of mass production and shipment marks a significant milestone for the CMP polishing pad project [1]