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城记 | 从上海各区开年“首访”看产业布局新动向
Xin Hua Cai Jing· 2026-02-26 07:40
新华财经2月26日电(杨子华)春节长假后,上海各区近两日密集开展走访调研,重点企业、重大工程 建设现场等列入多区的调研走访行程。这场节后"首访",不仅释放"实干争先"的信号,更勾勒出上海 在"十五五"的产业重心与发展方向。 2026年是"十五五"开局之年,新华财经梳理发现,多区在走访调研中,展现出"开局即冲刺",抢抓先机 的紧迫感。 上海黄浦区24日举办重大工程集中开工仪式,黄浦区委书记徐惠丽在仪式上表示,黄浦区当前处在动能 升级、功能进阶、空间优化和人口结构变化的关键阶段,各部门、各单位要抢抓一季度"开门红",推动 项目早开工、快建设,提高效率和质量,在服务大局中跑出"黄浦速度"。 据悉,该区2026年计划推进重大工程建设项目65项,总建筑面积约750万平方米,总投资额约4850亿 元。全年计划完成有效投资约430亿元,力争实现10%的年增长目标。 2025年,上海规上工业总产值达到4.07万亿元。面向"十五五",上海明确打造"2+3+6+6"现代化产业体 系,即以数智化和绿色化为两大转型方向,巩固集成电路、生物医药、人工智能三大先导产业优势,打 造新一代电子信息、智能网联新能源汽车、高端装备等六大新兴支柱 ...
广信材料(300537.SZ):致力于为用户开发提质、增效、降本、减排的环保型高性能多重可持续价值功能材料解决方案
Ge Long Hui· 2026-02-25 08:27
格隆汇2月25日丨广信材料(300537.SZ)在互动平台表示,公司致力于为用户开发提质、增效、降本、减 排的环保型高性能多重可持续价值功能材料解决方案。在耐高温功能方向,公司根据特种装备客户耐高 温需求开发相关高性能有机硅耐高温涂层材料,并于2025年底开始在某国资特种装备企业实现陆续销 售。针对具体的应用领域和指标参数,公司将针对相关用户性能需求和工况环境针对性提供相关解决方 案,综合匹配以最适合的方案满足用户需求。 ...
生产不打烊 服务不停档 兰州新区铆足干劲冲刺首季“开门红”
Xin Lang Cai Jing· 2026-02-21 00:47
生产不打烊 服务不停档 兰州新区铆足干劲冲刺首季"开门红" 龙马奋进开新局,新春实干正当时。2026年春节假期,兰州新区项目建设中心处处涌动着火热的生产热 潮。20余家规上工业企业坚守生产一线、全力稳产保供,甘肃莱安、何尉环保、泰邦化工源、托球生 物、瑞隆高新等重点企业开足马力、满负荷生产,车间机器轰鸣、生产线高速运转,工人们坚守岗位、 奋战新春,以昂扬奋进的姿态奏响春节稳产保供、冲刺首季"开门红"的奋进乐章。 走进托球生物科技(兰州)有限公司生产车间,自动化生产设备高速运转,工人们身着工装、各司其 职,熟练进行投料、监控、质检、包装等操作,车间内一派井然有序、繁忙高效的生产景象。作为江苏 托球农化股份有限公司全资子公司,企业深耕农药产品研发创新,已构建起杀菌剂、杀虫剂、植物生长 调节剂三大系列20余种剂型的产品矩阵,旗下溴菌腈原药凭借过硬品质斩获"中国高新技术博览会金 奖",氟虫腈原药生产装置规模、工艺技术及产品质量均位居国内领先水平,产品畅销全国20余个省区 市。 在兰州瑞隆高新材料有限公司生产车间,各类机械设备有序轰鸣,标准化生产流水线全速运转,叉车来 回穿梭转运物料,工人们加班加点、争分夺秒赶制订单, ...
杜邦,亏损51亿!
DT新材料· 2026-02-20 16:04
【DT新材料】 获悉,2月10日, 杜邦 正式发布2025年全年及第四季度业绩公告。数据显示, 公司全年净亏损达7.38亿美元,折合人民币约51亿元 ,去年同期为7.38亿美元净收入。 2025年全年业绩方面: 净销售额:68.49亿美元(约合473亿元),同比增长2%,其中医疗保健与水技术板块是主要增 长动力; 核心盈利:GAAP持续经营收入9800万美元,同比暴涨202%,主要得益于核心业务板块盈利提 升及有效税率下降; 经营性EBITDA:16.28亿美元,同比增长6%,有机增长和生产力提升的成效显著,仅部分被增 长投资抵消; 重点的7.38亿美元(约51亿元)净亏损,全部来自主动剥离的终止经营业务,这部分亏损达8.36 亿美元,主要包括电子业务分拆,以及芳纶业务出售。 其中,芳纶出售事件,是2025年8月,杜邦正式宣布达成最终协议, 将芳纶业务出售给TJC旗下 投资组合公司Arclin,交易预计于2026年一季度末完成。 这笔交易的对价十分明确:包括约12亿美元的税前现金(将按惯例调整)、TJC提供的3亿美元 票据,以及未来Arclin控股公司价值3.25亿美元的少数股权,交易总估值约18亿美元。 通 ...
全球首个!13大化工新材料巨头联手
DT新材料· 2026-02-17 16:17
Core Viewpoint - Sony has established the world's first complete supply chain for manufacturing renewable plastics specifically for high-performance electronic products, in collaboration with 13 leading chemical and materials companies [2][3]. Group 1: Supply Chain Overview - The project, led by Sony and Mitsubishi Corporation, coordinates all aspects to ensure traceability of renewable attributes, covering the entire chain from raw materials to final products [3]. - The supply chain includes the production of renewable naphtha from waste cooking oil by Neste in Finland, which is then used to create various bio-based monomers and resins [3]. - Among the 14 companies involved, three are from China, including Qingdao Haier New Materials, which produces PC/ABS alloy materials [3]. Group 2: Technological Innovations - Sony's Hanamizuki bio-based television project is a significant initiative within this supply chain, achieving a breakthrough by using 100% bio-based and PCR materials for the entire plastic components of the device [3]. - The supply chain employs the Mass Balance Approach, allowing for the production of renewable plastics that match the quality and performance of virgin fossil-based plastics [5]. - The renewable plastics produced can meet the stringent requirements for flame retardancy and optical clarity necessary for high-performance applications [5]. Group 3: Environmental Impact - Using Neste's bio-based naphtha can reduce greenhouse gas emissions by approximately 85% compared to fossil-based products, supporting Sony's goal of achieving carbon neutrality across its value chain by 2040 [5]. - The supply chain enables companies to track and record greenhouse gas emissions data throughout the entire process, facilitating future carbon reduction efforts [5]. Group 4: Market Challenges - The price of bio-based naphtha is significantly higher than that of fossil-based alternatives, with a reported price of $1,875 per ton compared to a $605 per ton for fossil-based naphtha, which poses a challenge for widespread adoption [7]. - The supply chain alliance aims to stabilize costs through scale effects and technological advancements, addressing the high costs associated with bio-based chemicals [7]. Group 5: Industry Events - The 11th Bio-based Conference and Exhibition will feature discussions on industry trends, technological innovations, and the development of bio-based materials, highlighting the growing consumer demand for sustainable and environmentally friendly products [8].
创新创造 推动转型升级——因地制宜发展新质生产力一线故事(下)
Ren Min Ri Bao· 2026-02-14 08:59
Group 1: Humanoid Robotics in Shenzhen - Shenzhen is aiming to become the "first city of humanoid robots," with advancements showcased by a humanoid robot capable of serving popcorn in cinemas, working 14 hours a day and completing over 1,000 servings without errors [2][3] - The robot's development faced challenges in coordination of vision, decision-making, and precise manipulation, which were overcome through extensive testing and algorithm improvements [2] - The company, Yuejiang Technology, has achieved a self-research component rate of over 90% and a localization rate of 100%, reflecting the growth of the humanoid robotics industry in Shenzhen [3] Group 2: Green Chemistry in Shanghai - Shanghai's chemical industry is transitioning towards high-end, green, and digital production, exemplified by the recycling of wind turbine blades into reusable materials by Kubei Chemical [4][5] - Kubei Chemical has developed a recyclable epoxy resin that meets international standards, addressing the environmental issues associated with traditional disposal methods [5] - The transformation of Shanghai's chemical industry highlights the importance of innovation and green technology in creating new business models and enhancing productivity [5] Group 3: AI in Manufacturing in Suzhou - Suzhou's Hengtong Fiber Technology has implemented AI and digital technologies in its manufacturing processes, significantly reducing the need for manual labor while increasing efficiency [6][7] - The factory utilizes a smart control center to manage the entire production process, ensuring quality control and adaptability to environmental changes [7] - By 2025, Suzhou's industrial output is projected to reach 4.9 trillion yuan, showcasing the city's commitment to integrating AI into its manufacturing sector [7] Group 4: Metal Wire Innovation in Hebei - Hebei's Anping County is advancing its metal wire industry by developing ultra-fine stainless steel wires previously reliant on imports, addressing supply chain vulnerabilities [8][9] - Collaborative efforts among local enterprises and government support have led to the establishment of a shared innovation base, focusing on high-end material development [9] - The initiative reflects a broader trend of traditional industries embracing innovation to enhance competitiveness and productivity [9] Group 5: Biopharmaceutical Development in Chengdu - Chengdu's Baiyu Pharmaceutical has invested over 150 million yuan annually in R&D, leading to the development of innovative drugs for cardiovascular diseases [10][11] - The company has established a robust research team and incentivized talent retention through equity sharing, enhancing its innovation capabilities [10] - Chengdu's supportive policies and ecosystem have facilitated the growth of over 650 biopharmaceutical companies, contributing to the region's industrial advancement [11] Group 6: Green Steel Production in Rizhao - Rizhao Steel has adopted advanced ESP technology, significantly reducing energy consumption and carbon emissions in steel production [12][13] - The company has established multiple innovation centers to overcome technological challenges and enhance production efficiency [13] - The shift towards green and intelligent manufacturing in the steel industry is seen as a key driver for high-quality economic development in Rizhao [14] Group 7: Data Center Development in Ningxia - Ningxia's Zhongwei has become a hub for data centers, leveraging its favorable climate for energy-efficient operations [15][16] - The region has attracted significant investments, with a projected growth in the information technology sector, including a 14.9% increase in value-added services by 2025 [15] - Zhongwei's transformation from a desert city to a center for digital innovation illustrates the potential of new industries in driving regional development [16] Group 8: Intelligent Manufacturing in Shanxi - Shanxi's Dingxiang County is enhancing its flange manufacturing industry through digital and intelligent technologies, improving production efficiency and safety [17][18] - The integration of smart systems allows for real-time monitoring and control of production processes, significantly reducing labor requirements [18] - The county's focus on innovation and collaboration among enterprises is aimed at transforming traditional manufacturing into a more competitive and sustainable sector [19]
创新创造 推动转型升级 ——因地制宜发展新质生产力一线故事(下)
Ren Min Ri Bao· 2026-02-12 23:07
广东深圳 冲刺"人形机器人第一城" 本报记者程远州 近日,去广东深圳市K11商场看电影的市民惊奇地发现,递上爆米花的居然是一台人形机器人。识别指 令、抓取纸杯、装填爆米花、递给顾客……这台由深圳市越疆科技股份有限公司生产的机器人,单日可 以连续工作14小时,日均完成超1000杯爆米花的制作与售卖,全程零失误。 "最大的难题是'眼、脑、手'协同——机器人既要精准识别环境变化,又要快速决策,还要实现毫米级 的精细操作。"越疆科技创始人兼首席执行官刘培超说,项目启动初期,机器人存在抓取纸杯时用力过 猛捏扁杯身、装填爆米花时撒落等问题,遇到顾客移动杯子、物料撒落等突发情况,更是直接"罢工"。 对于机器人而言,售卖爆米花看似简单实则挑战性极强。越疆科技组建硬件、算法、软件等多部门联合 攻关小组,反复调试机器人指尖压力传感器,让机器人能秒级识别环境变化,反复模拟爆米花撒落、容 器移位等20多种场景,让机器人能自主诊断偏差、重新规划动作,无需人工干预即可续行任务。 钻研技术,换来突破。越疆人形机器人搭载自研的端到端模型,融合视觉感知、语言理解与动作生成, 配合具有高度稳定性和操作精度的硬件,从而在电影院柜台环境中实现了自主 ...
昊华科技:公司持续聚焦高端氟材料、电子化学品、高端制造化工材料和碳减排业务“3+1”核心主业
Zheng Quan Ri Bao Wang· 2026-02-09 13:08
证券日报网讯2月9日,昊华科技(600378)在互动平台回答投资者提问时表示,股价能够更好反映公司 价值是公司努力的方向。公司持续聚焦高端氟材料、电子化学品、高端制造化工材料和碳减排业 务"3+1"核心主业,苦练内功,做优基本面,其中氟化工业务产业链齐全,除包含制冷剂的氟碳化学品 外,还包含氟聚合物、含氟精细化学品和含氟锂电材料。在公司治理、日常经营及重大事项决策中,公 司充分考虑投资者利益和回报,提升公司经营效率和盈利能力,努力打造国内领先、国际一流的创新型 先进化工材料解决方案提供商。在此基础上,公司将持续做好投资者关系管理,增强信息披露质量和透 明度,同时根据市场环境及公司实际,积极探索有效的市值管理举措,推动公司投资价值合理反映公司 质量。 ...
同益股份(300538.SZ):目前公司暂未涉及银浆相关业务
Ge Long Hui· 2026-02-09 08:25
格隆汇2月9日丨同益股份(300538.SZ)在互动平台表示,公司销售的产品为中高端化工及电子材料,主 要应用于手机及移动终端等消费类电子、智能家电、汽车、新能源、5G行业、芯片以及显示面板等领 域品牌客户产品的零部件、功能件、结构件或外观件。目前公司暂未涉及银浆相关业务。 ...
天业汇合技改根治设备积料顽疾
Zhong Guo Hua Gong Bao· 2026-02-09 03:03
此前,该公司原料煤采制样机设备因20度倾角设计缺陷,导致煤渣易在尾部堆积,每月均会引发15次堵 塞报警、20余次关联故障,操作人员清理一次耗时近3小时,严重影响生产效率。技术团队为解决这一 痛点,在设备尾部加装不锈钢"集料抽屉",让煤渣自动汇集,实现快速抽拉清理。改造后成效显著,设 备堵塞故障降至零,清理效率提升超90%,每年可为公司节约成本约1.7万元。 中化新网讯 近日,新疆天业汇合新材料有限公司检测中心的一项小技改根治了原料煤采制样机积料顽 疾。 ...