1月14日，盛新锂能跌5.31%，截至发稿，报35.52元/股，成交22.08亿元，换手率6.57%，总市值325.11 亿元。 资料显示，盛新锂能集团股份有限公司位于广东省深圳市福田区皇岗路5001号深业上城(南区)T1栋56 楼，成立日期2001年12月29日，上市日期2008年5月23日，公司主营业务涉及中纤板、林木的生产与销 售;稀土产品、氯化锂、电池级单水氢氧化锂、电池级碳酸锂的生产销售等新能源、新材料领域。主营 业务收入构成为：新能源100.00%。 从基金十大重仓股角度 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模6439.17万。今年以来收益2.65%，同类排 名5239/8838；近一年收益27.37%，同类排名4821/8089；成立以来亏损53.83%。 长安鑫禧混合A（005477）基金经理为江博文。 数据显示，长安基金旗下1只基金重仓盛新锂能。长安鑫禧混合A（005477）三季度减持69万股，持有 股数66.29万股，占基金净值比例为4.81%，位居第三大重仓股。根据测算，今日浮亏损失约131.92万 元。 截至发稿，江博文累计任职时间1年190天，现任基金资产 ...

1月14日，道氏技术涨5.01%，截至发稿，报36.07元/股，成交30.03亿元，换手率12.65%，总市值282.16 亿元。 资料显示，广东道氏技术股份有限公司位于广东省佛山市禅城区南庄镇怡水三路1号1座，成立日期2007 年9月21日，上市日期2014年12月3日，公司主营业务涉及生产和销售建筑陶瓷的釉面材料,并提供相关 的技术服务和产品设计;商业保理业务;新能源材料。主营业务收入构成为：其他47.44%，锂电材料 34.70%，碳材料9.00%，陶瓷材料8.85%。 易方达创业板中盘200ETF（159572）基金经理为李树建。 截至发稿，李树建累计任职时间2年129天，现任基金资产总规模197.58亿元，任职期间最佳基金回报 134.11%， 任职期间最差基金回报-1.94%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓道氏技术。易方达创业板中盘200ETF（159572）三季 ...

同日晚间，容百科技公告，公司1月13日收到上交所问询函，被要求补充披露协议每年产能约定及履约 能力依据，并披露双方是否签署产能建设、年交付量、售价调整机制等约定，全面自查并完整披露协议 全部重要内容。 据悉，容百科技是三元正极材料龙头，主要从事三元材料、磷酸铁锂材料、磷酸锰铁锂材料、钠电材料 及多元前驱体的研发、生产和销售。 新能源行业重磅订单来了！ 1月13日晚间，宁波容百新能源科技股份有限公司（以下简称"容百科技"）发布公告称，与宁德时代新 能源科技股份有限公司（以下简称"宁德时代"）签署了《磷酸铁锂正极材料采购合作协议》。 该协议约定，自2026年第一季度开始至2031年，容百科技将向宁德时代供应国内区域磷酸铁锂正极材料 约305万吨，总销售金额超1200亿元。 ...

融通新趋势灵活配置混合（002955）基金经理为何天翔。 1月13日，厦钨新能涨5.07%，截至发稿，报88.55元/股，成交5.11亿元，换手率1.18%，总市值446.90亿 元。 截至发稿，何天翔累计任职时间11年84天，现任基金资产总规模83.28亿元，任职期间最佳基金回报 155.06%， 任职期间最差基金回报-80.34%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，厦门厦钨新能源材料股份有限公司位于中国(福建)自由贸易试验区厦门片区柯井社300号之 一，成立日期2016年12月20日，上市日期2021年8月5日，公司主营业务涉及锂离子电池正极材料的研 发、生产和销售。主营业务收入构成为：钴酸锂50.32%，三元材料(含磷酸铁锂及其他)45.89%，氢能材 料3.07%，其他(补充)0.72%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓厦钨新能。融通新趋势灵活配置混合（002955）三季度持有股数 9000股，占基金净值比例为2 ...

记者丨吴文汐 编辑丨李果 作为经济体系中的基本单元，当前，湖北县域经济总量支撑起全省的"半壁江山"。如果总结复 盘湖北"十四五"期间县域经济发展的成色，可以提炼出两大关键词： 一个是"进位提质"。" 十四五"期间，湖北百强县数量稳居中部第一、全国第四，百强县集体 排名跃升，仙桃跻身"千亿县俱乐部"，宜都、潜江、汉川、大冶、枝江等5地组成"准千亿 县"储备梯队。 另一个是"特色生长"。 2024年，湖北首评县域特色产业集群，拿出8000万元真金白银激励县 域强特色、提质效。宜都的新能源材料、汉川的纺织服装、仙桃的无纺布、大冶的先进金属材 料......一批"搬不走、稳得住"的特色产业在湖北县域崛起。 2025年12月25日召开的湖北省委经济工作会议上，明确提出要"'一县一业'培育县域特色产业 集群，加快百强县进位、千亿县扩容，推动'双20'结对帮扶、'双百'科技赋能"。这一系列举 措，精准锁定了县域经济这一高质量发展的"底盘"。 面向"十五五"，随着更多的"准千亿县"梯次突破、县域特色产业集群持续壮大，湖北县域经济 或将迎来一场深刻的蜕变。 千亿县扩容"蓄势待发" 湖北省内现有26个县级市、35个县。2024年 ...

Core Insights - Hubei's county economy is a significant contributor to the province's overall economic strength, with a focus on "position improvement" and "characteristic growth" during the 14th Five-Year Plan period [1][2] Group 1: Economic Performance - Hubei's county-level GDP reached 3.5 trillion yuan in 2024, accounting for 58% of the province's total GDP, with a year-on-year growth of 6.3%, surpassing the provincial average by 0.5 percentage points [2] - The number of Hubei's top 100 counties has remained the highest in Central China and fourth nationwide, with eight counties consistently ranked among the top 100 from 2021 to 2025 [2][3] Group 2: County Rankings - From 2021 to 2025, Hubei's counties have shown significant ranking improvements, with Xiangyin rising from 76th to 52nd, and Daye from 79th to 53rd [3][4] - By 2024, five counties in Hubei are on the verge of becoming "billion-yuan counties," with GDPs nearing 900 billion yuan [4][5] Group 3: Industry Development - Hubei is focusing on developing characteristic industrial clusters, with an investment of 80 million yuan to incentivize counties to enhance their unique industries [1][8] - The province aims to cultivate one leading industry per county, promoting a diversified and resilient industrial structure [8][10] Group 4: Policy Support - Hubei has implemented policies such as the "Double Hundred" technology empowerment initiative, aiming to foster collaboration between universities and counties [11] - The "Double 20" assistance program pairs economically strong counties with those showing potential for comprehensive cooperation [11] Group 5: Future Outlook - The county economy in Hubei is expected to undergo a transformation with the expansion of "billion-yuan counties" and the growth of characteristic industrial clusters [2][5] - Hubei's counties are projected to play a crucial role in the province's high-quality economic development, contributing to a more balanced and robust economic structure [12]

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Insights - The new materials sector is a crucial direction for the chemical industry, currently experiencing rapid growth in downstream demand. With policy support and technological breakthroughs, domestic new materials are expected to accelerate their long-term growth. The report emphasizes that "one generation of materials leads to one generation of industries," highlighting the foundational nature of the new materials industry as the material basis for other industries [5][15]. Summary by Relevant Sections 1. Electronic Information Sector - Focus on semiconductor materials, display materials, and 5G materials [6] - Recent developments include NVIDIA's announcement of its new AI supercomputing platform, Vera Rubin, which has entered full production. The platform features six independent chips, with the Rubin GPU achieving a peak computing power of 50 Petaflops and a training performance 3.5 times that of its predecessor [7][37]. 2. Aerospace Sector - Focus on PI films, precision ceramics, and carbon fiber [8] - The successful acquisition of a production license for the AS700 manned airship marks a significant milestone for China's aerospace industry, indicating a shift towards standardized and commercialized production [9][10]. 3. New Energy Sector - Focus on photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [10] - A notable development is the introduction of the world's first all-solid-state battery by a Finnish startup, set to enter OEM mass production [11]. 4. Biotechnology Sector - Focus on synthetic biology and scientific services [12] - Beijing's economic development zone has announced measures to support the innovation and development of the synthetic biology manufacturing industry, aiming to establish a globally influential industry cluster by 2028 [13]. 5. Energy Conservation and Environmental Protection Sector - Focus on adsorbent resins, membrane materials, and biodegradable plastics [14] - The Guangxi government has issued a plan for green mine construction, aiming for over 90% of large and medium-sized mines to meet green standards by the end of 2028 [15]. 6. Industry Rating and Investment Strategy - The new materials sector is expected to benefit from the catalytic effects of downstream application sectors, gradually entering a prosperous cycle, thus maintaining a "Recommended" rating for the new materials industry [15].

Core Viewpoint - The company has decided to terminate the investment project for the annual production of 15,000 tons of ternary precursor due to changes in market conditions and industry dynamics, which will optimize resource allocation and improve the efficiency of fund usage [7][8][10]. Fundraising Overview - The company raised a total of RMB 1,742,885,617.16 through its initial public offering, with a net amount of RMB 1,595,130,043.93 after deducting issuance costs [1]. - All raised funds are managed in a dedicated account, with agreements in place with commercial banks and the sponsor [2]. Investment Project Status - The terminated project had an intended investment of RMB 47,226.97 million and was initially planned for a 24-month construction period [7]. - As of November 30, 2025, the project had utilized RMB 19,093.98 million, leaving a remaining balance of RMB 30,128.7307 million in the dedicated account [7]. Reasons for Termination - The decision to terminate the project was influenced by significant changes in the industry and market environment, which necessitated a dynamic adjustment of the company's business strategy and capacity planning [8]. - The company faces challenges due to reliance on imported raw materials, leading to fluctuations in product pricing and competitive disadvantages [8]. - The overall market competition has intensified, and the current production capacity is deemed sufficient to meet existing business demands, making further investment in the project unnecessary [9]. Impact on the Company - The termination of the project is expected to have no significant adverse effects on the company's normal operations and is aligned with its strategic development goals [10]. - The company will ensure compliance with relevant regulations regarding the management and usage of raised funds [10]. Board Meeting and Approval Process - The board of directors approved the termination of the project during a meeting held on January 9, 2026, and the decision will be submitted for shareholder approval [11][16].

西海新闻记者 莫青 "十四五"以来，青海省紧紧围绕经济社会发展需求，深入实施职业技能提升行动、"技能照亮前程"专项 计划和大规模职业技能提升培训行动，全面强化职业技能人才培养。截至目前，全省累计开展补贴性职 业技能培训超过50万人次。这份技能培训成绩单背后，是一个个劳动者通过技能学习改变命运、服务发 展的故事。 青海建成由人力资源社会保障部门牵头，各行业主管部门协同参与、省级统筹实施的高效工作机制。紧 密对接先进制造业、数字经济、生活服务业等重点领域，以及盐湖资源综合利用、文化旅游、绿色有机 农牧业、绿色算力等青海特色优势产业的技能人才需求，每年制定并印发专项培训方案。围绕"绿色算 力"等产业发展，相关培训迅速布局，为数据标注、系统运维等新岗位输送人才。 技能培训坚持就业导向和市场需求，以技能养成为核心，重点面向高校毕业生、农牧区转移劳动力、就 业困难人员等群体，创新推行"岗位需求＋技能培训＋技能评价＋就业服务"四位一体的项目化培训模 式。 来自海东市的张永梅，是一名家庭妇女，以前因为没有相关技能而没有收入。通过参加"青海拉面匠"品 牌培训，她系统学习了拉面制作、店面管理和营养配比，如今已在西宁一家品牌拉面店 ...

格隆汇1月9日丨ST帕瓦(688184.SH)公布，第四届董事会第四次会议，审议通过了《关于终止部分募投 项目的议案》，同意公司根据实际情况终止首次公开发行股票募集资金投资项目（简称"募投项 目"）"年产1.5万吨三元前驱体项目"，并将剩余募集资金继续存放公司募集资金专用账户管理。 ...