在灌云县四队镇中心卫生院，刘小涛察看门急诊、药房和慢病筛防中心后说，要强化基层卫生人才 队伍建设，推动优质医疗资源扩容下沉，更好满足群众家门口的看病就医需求。 盐城是新四军重建军部所在地，刘小涛前往新四军纪念馆，深切缅怀革命英烈的丰功伟绩。他说， 要牢记习近平总书记殷殷嘱托，不忘初心使命，弘扬伟大抗战精神和新四军"铁军"精神，为推进中国式 现代化江苏新实践凝聚磅礴力量。 省政府秘书长赵建军参加调研。 10月11日至12日，省委副书记、代省长刘小涛在连云港市、盐城市调研。他强调，要深入贯彻落实 习近平总书记对江苏工作重要讲话精神，认真落实全省沿海地区高质量发展座谈会精神和省委部署要 求，准确把握当前面临的新形势新任务，以科技创新驱动产业升级，以绿色发展厚植比较优势，以高水 平双向开放赢得更大主动，因地制宜发展新质生产力，奋力打造高质量发展新增长极。 牵山连海、港城相依，连云港正成为东西交融窗口、国际合作枢纽。刘小涛来到连云港港集装箱码 头和中哈（连云港）物流合作基地，详细了解港口规划建设、物流通道运营情况后说，要用好发展机 遇、潜力和优势，进一步优化提升港口空间布局，发展壮大临港产业，拓展深化陇海线"朋友圈"， ...

Core Insights - The National Certification and Accreditation Administration has announced the first batch of quality certification service integration pilot projects, with Shandong province leading the country with six selected projects [1][2] Group 1: Pilot Projects - The selected pilot projects include: - Qingdao West Coast New Area's new display industry integration - Rizhao's "Rizhao Green Tea" integration in Lanjian District, Donggang District, Wulian County, and Ju County - Carbon fiber industry integration in Weihai Lingang Economic and Technological Development Zone - Commerce and logistics service industry integration in Linyi Lanshan District - Marine biological manufacturing industry integration in Qingdao Laoshan District - Heavy-duty truck industry integration in Jinan High-tech Industrial Development Zone - Shandong's total of six projects ranks first in the nation [1] Group 2: Quality Certification Service Development - The initiative aims to implement the "Quality Strong Country Construction Outline" and the "Quality Certification Service Strong Enterprises, Strong Chains, Strong Counties Action Plan (2024-2026)" [1] - The provincial market supervision bureau has facilitated quality certification to support high-quality development needs of enterprises, industries, and counties, resulting in 78,000 enterprises obtaining 304,000 certification certificates, ranking fourth nationally [1] Group 3: Future Plans - The provincial market supervision bureau plans to explore new models for quality certification services, improve pilot work mechanisms, and enhance service levels [2] - The goal is to create replicable and promotable experiences and typical cases to promote the integration of quality certification services with enterprise, industry, and county development [2]

俯身、对线、精准铺贴……在吉林一家化纤企业的碳纤维轻量化车间内，00后碳纤维制品成型制作工鲍 雨彤小心翼翼地将一张张碳纤维预浸料按照严格的角度和顺序进行铺贴。鲍雨彤说："以前大家可能只 知道碳纤维，但不清楚具体是怎么做的。现在，我们的工作价值感更强了。" 此前，人力资源和社会保障部会同有关部门发布目录，新增17个新职业，"碳纤维制品成型制作工"位列 其中。 鲍雨彤介绍，制造出一块符合特定性能要求的碳纤维板材并非易事，需要根据产品设计图纸和力学性能 要求，"量身定制"铺层方案；铺贴时，必须保证每一层丝束方向准确、张力均匀、结合紧密；完成后， 还需对其进行高温高压固化成型，并通过严格的指标检测，最终才能交付使用。 近年来，我国碳纤维产业规模持续增长，市场需求旺盛。产业的蓬勃发展和国家政策的强力支撑，为像 鲍雨彤这样的年轻人提供了崭新的职业赛道和成长机遇。"这是一份有着广阔前景的职业，相信未来碳 纤维制品会进一步拓展应用场景。"鲍雨彤说。 《 人民日报 》（ 2025年10月09日 10 版） (责编：牛镛、岳弘彬) 鲍雨彤在进行碳纤维层压板铺贴工作。 新华社记者 许 畅摄 ...

- 齐/聚/全/球/力/量/共/碳/材/料/未/来 - 大会主席 朱 敖玉辉 浙江理工大学教授 李克智 西北工业大学教授 754 山东大学教授 联合主办 中国石化上海石油化工股份有限公司 上海碳纤维复合材料创新研究院 协办单位 碳纤维研习社 湖南顶立科技股份有限公司 支持单位 江苏集萃华科智能装备科技有限公司 山东华信工业科技有限公司 Carbontech 碳纤维高端装备制造大会 扫码报名参 创新应用打破国内碳纤维行业"内卷"格局 Hope SINOPEC 随着我国科技进步和产业升级的不断推进，高端装备制造业加速崛起，航空航天、汽车工业、风电叶片等领域对高性能材料的需求快速增长。 "黑色黄金"碳纤维 ，凭借其优异的综合性能，已成为高端装备领域不可或缺的战略性新材料。 当前， 碳纤维行业正处于技术转型与产业重塑的关键时期，应用端作为碳纤维产业链的核心驱动力，对行业振兴具有决定性作用 。近年来，以 eVTOL 为代表的低 空经济快速兴起，新能源汽车市场持续扩大， 风电、光伏、氢能 等绿色能源不断释放增长潜力，这些方向均为碳纤维带来了广阔的需求空间，助力碳纤维行业迸 发出新的活力。 为此，Carbontech碳纤维 ...

Core Viewpoint - The carbon fiber industry is experiencing a recovery phase, marked by significant revenue growth among leading companies and increased investment in production capacity and technology upgrades [4][8]. Industry Performance - The carbon fiber sector has shown a strong performance in 2025, with notable increases in stock prices and revenue for key players. For instance, Zhongjian Technology reported a revenue of 464 million yuan, up 59.46% year-on-year, while Jilin Chemical Fiber's carbon fiber revenue surged by 368.31% to 443 million yuan [4]. - The overall industry is witnessing a recovery in operational rates, with the current operating rate at 61.52%, an increase of 10.02 percentage points since the beginning of the year [5]. Market Dynamics - The demand for carbon fiber is expanding into new applications, particularly in low-altitude economy, automotive, and consumer electronics sectors. Companies like Xiaomi and eVTOL are exploring carbon fiber applications in their products [5]. - The average price of mainstream carbon fiber models in East China has remained stable, with T300-12K priced at 85 yuan/kg as of August [5]. Application Growth - In aerospace, carbon fiber is increasingly utilized, with Boeing 787 using 50% carbon fiber composite materials and the C919 aircraft using approximately 12% [6]. - The automotive sector is projected to see a demand of about 10,000 tons of carbon fiber in 2024, increasing to 14,400 tons by 2025, driven by the rise of new energy vehicles [6]. Wind Power Sector - The wind power industry is also contributing to carbon fiber demand, with an expected global requirement of 44,000 tons in 2024, increasing to 80,000 tons by 2025. China is anticipated to consume about half of this demand [7]. Future Outlook - The carbon fiber industry is transitioning from a recovery phase to a period of steady growth, supported by stable prices, increased operational rates, and a shift in applications towards emerging markets [8].

Core Insights - The article discusses the rapid growth and development of China's large tow carbon fiber industry, highlighting its transition from technology catch-up to leading in scale and systematization [1] - The demand for large tow carbon fiber in China is projected to reach approximately 20,700 tons by 2024, indicating a historic growth phase for the industry [1] - The competitive landscape globally is characterized by a "one leader + multiple strong players + challengers" structure, with Toray (including Zoltek) leading the first tier, followed by Hexcel, SGL, Mitsubishi Chemical, and others in the second tier [1] Industry Overview - Large tow carbon fiber, defined as fibers with 24K and above, is primarily used in industrial applications such as textiles, healthcare, electromechanical, civil engineering, transportation, and energy [1] - The main driver for the industry's growth is downstream demand, particularly from the wind power sector, where the need for high rigidity and lightweight materials for wind turbine blades presents significant opportunities [1] - The industry has achieved a milestone with the mass production of 48K carbon fiber in 2022, and plans for expansion and energy-efficient production are set for 2025 [1]

9月29日,省政府新闻办举行"产业链上的山东好品牌"系列记者见面会"'链'出新动能"专场,光威复材 （300699）副董事长、总经理王文义在发布会上介绍,"作为山东省碳纤维产业链的'链主'企业,威海光威 复合材料股份有限公司在国家新材料战略布局中,扮演着从突破封锁到引领创新的关键角色。" 据悉,光威复材已构建起国内体系最完整、技术最先进的碳纤维及其复合材料产业链,正全力赋能低空经 济、商业航天等战略性新兴产业。 突破封锁,实现关键材料自主可控。本世纪初,面对国外在碳纤维领域的全面技术封锁,光威复材率先投身 国产碳纤维的研发攻关。 2005年,公司承担的国家863计划项目成功通过验收,成为国内首家实现碳纤维工程化的企业,打破了国外 垄断,为我国高端装备制造业的发展,解除了关键材料"卡脖子"的困境。 记者闫聪 创新驱动,构筑全产业链核心优势。历经二十余年发展,光威复材坚持创新驱动与应用牵引,形成了涵盖碳 纤维、通用新材料、能源新材料、航空与航天复合材料、精密装备等六大业务板块的全产业链格局。公 司不仅提供高性能碳纤维及预浸料等中间材料,更具备为下游客户提供飞机部件、无人机全机身等复杂 构件的设计与制造能力。 前瞻 ...

凤凰网记者： 光威复材作为碳纤维产业链的链主企业，在发挥链主技术引领，协同产业链上下游发展方面，进行了哪些创新？有哪些独特的"光威经验"？ 王文义：总的来说，光威复材始终坚持创新驱动、应用牵引的发展路线。具体做法首先是注重技术人才自主培养和发动全员创新，目前公司建设的基层职 工创新工作室就有50多个。第二是注重产学研用相结合，并以应用牵引为导向与各高校、科研院所开展协同创新。第三是持续大规模资金投入，公司研发 投入占销售收入比重常年保持在10%左右，为保持领先优势和可持续发展奠定基础，并形成了"生产一代、研发一代、储备一代"的产品格局。第四是公司 转自：山东发布 今天下午，山东省人民政府新闻办公室举行"产业链上的山东好品牌"记者见面会"'链'出新动能"专场，邀请光威复材、泰山玻纤、泰和新材、正海磁材4家 企业负责人与记者见面，采用"发布+推介+展示"的形式交流山东培育壮大新材料产业情况，推介链上优质产品。 王文义：我简要介绍一下光威复材产品布局。 一、碳纤维：21世纪新材料之王 碳纤维被称为21世纪新材料之王，它轻如鸿毛、细如发丝、强胜钢铁、难比芯片，是发展国防军工和国民经济不可或缺的战略新材料。作为国内最早 ...

Group 1: Currency and Economic Outlook - Barclays reports that despite recent negative events, the US dollar has remained resilient, with no significant decline observed since May, even amid weak economic data and challenges to the Federal Reserve's credibility [1] - Goldman Sachs predicts that the US economy will recover in the coming months, which may support the dollar's continued strength [1] Group 2: Oil and Emerging Markets - Goldman Sachs states that a complete ban on Russian oil imports by the EU is unlikely due to reliance from certain member states like Hungary and Slovakia, and any potential ban would only redistribute oil flows rather than reduce global supply [2] - Goldman Sachs expects emerging market stocks and currencies to rise by the end of the year, raising the MSCI Emerging Markets Index target from 1,370 to 1,480 points, indicating a potential 10% upside [2] Group 3: Domestic Market Insights - Dongfang Jincheng forecasts stable and ample market liquidity by year-end, with potential for a new round of reserve requirement ratio cuts and government bond purchases [4] - CITIC Securities highlights the long video industry benefiting from favorable policies, which may enhance production capacity and efficiency for content creators [6][10] - CITIC Securities notes a recovery in the restaurant industry, with August seeing a year-on-year increase in dining revenue, suggesting structural opportunities for leading companies with strong compliance and quality [8] Group 4: Sector-Specific Developments - CITIC Securities indicates that the carbon fiber industry is in a recovery phase, with strong demand in wind energy and aerospace sectors, recommending attention to high-quality companies with international exposure [9] - China Galaxy Securities observes a slight increase in cement prices due to seasonal demand, with expectations for further price support from rising coal prices [11][12] - China Galaxy Securities also reports positive signals in panel procurement ahead of the overseas promotional season, indicating a potential peak in TV demand [13] Group 5: Electronic Materials - Huatai Securities emphasizes the importance of electronic cloth in the PCB-CCL supply chain, predicting a supply shortage for various specialty electronic cloth products until 2026, and recommends companies with rapid capacity expansion [14][15]

Market Overview - Global stock markets showed mixed performance, with Hong Kong and China leading gains, while U.S. markets faced downward pressure due to high valuations concerns expressed by Fed Chair Powell[3][9]. - The U.S. dollar index rose by 0.6% to 97.87, while the Japanese yen led declines among G-10 currencies[4][26]. Stock Market Performance - The Hang Seng Index increased by 1.37% to 26,500 points, driven by strong performances from technology stocks, particularly Alibaba, which surged by 8.19%[11][9]. - A-shares also performed well, with the Shanghai Composite Index rising by 0.83% to 3,853 points, and the Shenzhen Component Index up by 1.8%[16]. Sector Analysis - In the U.S., 7 out of 11 S&P sectors declined, with the materials sector leading the losses at 1.59%, while the energy sector gained 1.23%[9]. - In Hong Kong, the technology sector led gains with a 2.53% increase, while utilities and healthcare sectors faced declines[12]. Commodity and Bond Market Insights - International oil prices rose over 2%, with WTI crude oil increasing by 2.49% to $64.99 per barrel due to ongoing supply risks from Russia[4][26]. - The U.S. bond market faced pressure from a large issuance of corporate bonds, including Oracle's $18 billion offering, leading to fluctuations in yields[29]. Economic Indicators - U.S. new home sales unexpectedly surged over 20% in August, indicating a robust housing market[6]. - China's central bank advisor called for fiscal support for the real estate sector, highlighting ongoing economic challenges[6]. Key Developments - The U.S. initiated a 232 investigation into imported medical devices, which may lead to tariffs affecting the industry[6]. - TSMC announced a 50% price increase for its 2nm process technology, impacting semiconductor pricing across the industry[22].