1971年，安徽蚌埠人民印刷厂两间平房里，几位老师傅带着一群本地青年，面对几台旧机床暗下决心： 一定要造出安徽人自己的手表！ 几个月后，这个小团队试制出了"星火"牌手表样品，寓意"星星之火，可以燎原"。2年后，"星火"改名"天鹅"，开始量产行销全国30多个城 市，这个手表厂的诞生，不仅填补了安徽轻工业的空白，同时也将"从无到有、敢闯敢试"的精神，注入了这座城市的血脉。 蚌埠手表厂生产的天鹅牌手表 五十多年后的2026年1月4日，新年第一个工作日。蚌埠市委书记、市长马军在全市大会上，似乎在与这段历史隔空呼应。 他的开场白没有一句虚言： "人勤春来早，我们就是要展现奋勇争先的新气象。" 这次大会的名称——"全市加强招商引资、向上争取、助力本地企业做大做强推进高质量发展大会"，宣示了这座皖北老工业城市在"十五五"开 局之年，决心用一场实干，去重现昔日荣光。 蚌埠市"全市加强招商引资、向上争取、助力本地企业做大做强推进高质量发展大会" 01 蚌埠，不再沉默 今天"蚌埠住了"的相关文创已经遍布中国的各大文创商店，但很少人知道，这座老工业城市曾创下多个安徽第一： 第一辆自行车、第一块手表、第一台空气压缩机、第一台收音机。 ...

在江西飞尚科技有限公司的研发实验室里，董事长刘文峰正与几位工程师凝视着屏幕上的数据曲线。他 时而沉思，时而快速记录要点。刘文峰专注的样子，正是他多年创业历程的生动缩影。 从清华园到科研一线，再到扎根乡土，刘文峰用脚步丈量出一条充满理想与担当的创业之路。在公司内 部，说起刘文峰，很多员工都会竖起大拇指："这个老板，了不起！" 今年7月，刘文峰荣获"优秀中国特色社会主义事业建设者"称号。对他而言，所有的坚持都源于朴素的 初心：让世间万物拥有感知，服务人们美好生活。 "科技成果不能仅锁在实验室里，要真正落地，服务于人。" 2010年，时任交通运输部公路科学研究院副研究员、头顶"杭州湾跨海大桥建桥功臣"光环的刘文峰，作 出一个令旁人错愕的决定：放弃"铁饭碗"，回到家乡江西南昌县创业，成立一家信息安全公司。"那时 很多人都不能理解，但我坚信，科技成果不能仅锁在实验室里，要真正落地，服务于人。"刘文峰语气 坚定。 虽是初次创业，刘文峰却始终带着一种难得的清醒与务实。"一家企业在创办初期就制定出可行性较高 的目标不太现实，理想都是在发展中逐步成型的。只有脚踏实地，一个目标、一个目标地实现，才有可 能走出自己的路。"刘文峰说 ...

福莱新材正从一家"功能性涂布材料供应商"向"智能传感解决方案提供商"延展升级。 12月15日，浙江福莱新材料股份有限公司（证券代码：605488，简称：福莱新材）向特定对象发行股票申请，获上海证券交易所审核通过。此次拟募集资 金总额不超过人民币7.1亿元，主要用于标签标识印刷材料扩产、电子级功能材料扩产升级及研发中心升级等项目。 | 上市公司全称 | 浙江福莱新材料股份有限公司 | 上市公司简称/ 扩位简称 | 福菜新材/- | | --- | --- | --- | --- | | 上市公司代码 | 605488 | 再融资方式 | 非公开发行股票 | | 融资金额(亿元) | 7.10 | 受理日期 | 2025-10-28 | | 审核状态 | 通过 | 更新日期 | 2025-12-15 | 此次定增审核通过，正值福莱新材启动战略转型、培育第二增长曲线的关键时期。本次募资不仅是为了巩固其传统优势业务的领先地位，更是为其在电子 皮肤（柔性传感器）这一前沿领域的研发与产业化注入强劲资本动力。 开辟智能感知"第二增长曲线" 福莱新材此次定增募集资金将主要用于标签标识印刷材料扩产、电子级功能材料扩产升级及研发 ...

中证报中证网讯（记者 罗京）12月10日，福莱蒽特（605566）披露投资者关系活动表。公司表示，将 培育"第二增长曲线"提升至战略核心，以积极应对染料行业周期性波动带来的挑战。作为该战略的关键 落子，公司计划与相关方共同投资设立双曲线智能（杭州）有限公司（下称"双曲线智能公司"），推动 业务布局向高科技、高附加值领域延伸。 福莱蒽特此前已出资2500万元参股钛深科技，成为其重要股东。公司管理层笪良宽向记者表示，合资公 司的设立标志着双方关系从财务投资升级至紧密的产业协同与业务共创。"通过让钛深团队持有合资公 司40%的股权主要是为了激发钛深团队的主观能动性，也是公司今年推出员工持股计划后，引入外部团 队合作的一次重大尝试。" 资料显示，钛深科技作为工信部"人形机器人触觉传感器"揭榜挂帅项目的牵头单位，其第四代离电触觉 传感技术具备全柔性、高透明、高灵敏度及低成本等优势，成本较传统方案降低高达90%，相关技术已 应用于宁德时代（300750）、比亚迪（002594）、国家电网等企业的电池膨胀力监测方案。 据公司此前公告，公司拟与钛深科技（000021）（深圳）有限公司（下称"钛深科技"）、关联方杭州元 甲投资 ...

12月2日，深圳市政府新闻办举行"光明科学城论坛·2025"新闻发布会。 21世纪经济报道记者现场获悉，由深圳市政府主办的光明科学城论坛·2025将于12月4日至5日举办，论坛上将有系列重大成果发布，包括国家生物制造产业 创新中心启动试运行、全国高校区域技术转移转化中心（粤港澳大湾区）高端科学仪器深圳分中心揭牌、中山大学附属第七医院二期建成、光明科创母基金 设立、合成生物及脑解析与脑模拟设施用户委员会成立等。 据介绍，光明科学城自2018年规划建设以来，深圳拿出超常规力度，集中布局一批大科学装置、2所高水平研究型高校、2个广东省实验室、11个科研机构。 如今，光明科学城聚集颜宁、杨学明、樊建平等知名院士在内的高层次人才超3000人，连续3年入选全国科技城百强榜，2024年排名跃升至第7位，创新能力 和综合竞争力居全国前列。 （发布会现场。图源：深圳发布） "国之重器"加速落地 据深圳市发展改革委副主任朱云介绍，光明科学城作为大湾区综合性国家科学中心先行启动区的重要组成部分，建设已取得阶段性成效。 在设施集群方面，合成生物、脑解析与脑模拟、材料基因组等首批装置高效投入运行，累计服务高校、科研机构、企业等用户超2 ...

杰瑞股份接待168家机构 来源：e公司 上周（11月24日—11月28日）机构调研热度继续维持高位，截至11月28日19时，共有254家上市公司披露机构投资者调研记录。 从赚钱效应来看，超八成机构调研股实现正收益，其中海欣食品周内实现3连板，涨幅达45.4%；通宇通讯周内实现2连板，涨幅为39.1%；莱斯信息、金银 河、斯菱股份涨超20%。 日 K 分时 周K 目 K 120分 同花顺F10v 诊股 一年新高 现金很少 盈利能力弱 ▼ MA MA5:6.06 MA10:5.72 MA20:5.47 MA30:5.21 MA60:4.82 7.00 6.40 5.80 5.20 4.60 4.00 周K 月 K 120分 同花顺F10v 诊股 分时 日 K 机构密集调研 负债很低 创一年新高 额外收入很多 ∨ MA MA5:20.53 MA10:19.23 MA20:19.37 MA30:19.20 MA60:18.10 24.00 23 23.00 22.00 21.00 20.00 19.00 18.00 17.00 16.00 15.75 热门调研标的方面，上周杰瑞股份、福莱新材接受百家以上机构调研；世纪 ...

Core Insights - Zhejiang Fulai New Materials Co., Ltd. has officially launched a new generation of tactile sensing systems, marking a strategic shift from a coating material supplier to a provider of intelligent sensing solutions [1][3] - The company aims to leverage its electronic skin products as a "second growth curve" to release industrial value amid the global wave of artificial intelligence development [1][3] Group 1: Product Launch and Technology - The third-generation electronic skin product was introduced, featuring the innovative concept of a "Tactile Processing Unit" (TPU) to address the tactile limitations of current robots [3] - The technology achieves a breakthrough with a pressure resistance resolution of less than 0.1mm and possesses full-surface three-dimensional force partition perception capabilities [3] - The electronic skin products have already garnered recognition from leading humanoid robot and dexterous hand companies, with several clients expressing demand for bulk orders [3] Group 2: Strategic Vision and Market Position - The company is committed to advancing its industrial layout around three main directions: flexible tactile sensors, electronic-grade functional materials, and environmentally friendly coating packaging materials [3] - The chairman emphasized the company's determination to transition from a material supplier to a new material innovator and comprehensive solution provider, collaborating with industry partners to promote the substantial development of embodied intelligence [1][3] Group 3: Insights from Industry Experts - The CTO of Tongzhi Artificial Intelligence Technology highlighted the critical role of data in driving breakthroughs in embodied intelligence technology and its application in various scenarios [2] - The AI algorithm technology director explained the essential function of algorithms in transforming sensor data into meaningful perception, enabling coordination among touch, vision, language, and movement [2]

Market Overview - On November 28, A-shares opened slightly lower, with the Shanghai Composite Index down 0.11% at 3870.94 points, the Shenzhen Component Index down 0.04% at 12869.66 points, and the ChiNext Index down 0.04% at 3029.98 points [1] - The market saw gains in sectors such as precious metals, while small metals and short drama games faced declines [1] - Notable stocks included Guosheng Technology, which opened up 1.23%, and Furi Shares, which opened down 4.00% [1] Company News - Dongxin Co., Ltd. signed a strategic cooperation framework agreement with a leading domestic cloud computing service provider to collaborate on various technology solutions [2] - Tianpu Co. applied for a stock suspension starting November 28, 2025, to protect investor interests [2] - Fule New Materials has successfully transitioned from a material supplier to a smart sensing solution provider with its "electronic skin" product [2] - Wantong Development is progressing with its strategic transformation involving Shudu Technology, which is currently in a loss-making state [2] - Moer Thread's recent share issuance saw 16.77 million shares subscribed, raising 1.917 billion yuan [2] Industry Insights - The AI glasses market is seeing growth with Alibaba's launch of the Quark AI glasses, which integrate various services from its ecosystem [5] - The AI unicorn "Moon's Dark Side" is nearing the end of its latest funding round, with a valuation expected to reach approximately $4 billion [6] - Chongqing's government has introduced policies to support the low-altitude economy, offering subsidies up to 20 million yuan [7] - The lithium battery supply chain is strengthening with long-term supply agreements totaling 159.5 thousand tons [8] - The consumer electronics sector is expanding, with a total of 230 million product varieties available in China [9] - The film industry is experiencing success with "Zootopia 2" achieving a record box office on its opening day [10] - The ice and snow economy is gaining traction, with increased flight bookings to popular destinations [11] Institutional Perspectives - Huatai Securities predicts rapid growth for satellite industry-related stocks due to advancements in reusable rockets and reduced launch costs [12] - Zhongyuan Securities highlights the solar industry entering a capacity clearing cycle, suggesting improved performance for existing companies [13] - Tianfeng Securities notes the rapid development of China's medical beauty market, with significant growth potential in various segments [14]

福莱新材(605488.SH)发布投资者关系活动记录表公告称，公司自主研发的"电子皮肤"产品已完成多次 迭代并实现批量供货，成功实现从材料供应商向智能传感解决方案提供商的转型。目前国内外合作的客 户已有几十家，并且部分是有明确提出批量订单的需求。公司的产品有"芯感一体"和"算法赋能"，是实 现灵巧手的灵巧操作和安全交互的重要支持。公司的高性能触觉传感在目标应用领域上，主要面向：在 高端智造方面，实现人形机器人、灵巧手完成过去只有人手才能做的精密装配；在智能伴侣方面，从指 尖到全身的触觉覆盖。这让机器人能安全地与人互动，做到"感同身受"。北美市场的客户在全球通用人 工智能AGI大脑方面的研究比较深入，更关注产品的一致性、可靠性、寿命、信号漂移，要为机器人大 脑提供最可靠的数据。今年9月，公司在美国加州设立了全资子公司Apex Sensing LLC，在当地成立了 商务和技术团队，已在北美市场实现小批量订单进展。 ...

Core Insights - The article emphasizes the importance of providing application scenarios to enhance the transformation efficiency of technological innovations [1][5] - It highlights the role of application scenarios as a bridge between technology and industry, facilitating the commercialization of new technologies [1][4] Group 1: Application Scenarios - The implementation of a full-space intelligent perception inspection system in Hefei's subway demonstrates how technology can solve real-world problems when paired with appropriate application scenarios [1] - The concept of "giving scenarios" is crucial for matching technological innovations with market needs, ensuring that new products can find viable applications [1][2] - Cities are exploring mechanisms like "capability lists" and "opportunity lists" to connect innovative technologies with industry demands, promoting deeper integration of technological and industrial innovation [2] Group 2: Innovation Ecosystem - The article discusses the need for a systematic approach to connect various scene resources, fostering an ecosystem that supports innovation and technology application [4] - Hefei's transformation of its old airport into a park for testing new technologies like eVTOL and drones exemplifies the creation of new application scenarios [4] - The government's role in creating a supportive environment for innovation is highlighted, with a focus on providing more market-oriented and precise services to enhance the transformation of technological achievements [4][5] Group 3: Future Directions - China's vast market and diverse application scenarios are seen as advantages for global companies, shifting their strategies from "in China for China" to "in China for the world" [5] - The "14th Five-Year Plan" emphasizes the need to increase the construction and openness of application scenarios, indicating a clear direction for future development [5] - The article concludes that fostering application scenarios will lead to the emergence of new technologies and products, driving economic growth and high-quality development [5]