Group 1: Talent Attraction and Development - Changshu has a total talent pool of 470,000, including 45,000 high-level talents and 244,000 engineering and technical talents, with a youth resident population ratio of 27.22%, ranking second in Jiangsu province [2] - The establishment of the HuRun U30 China Entrepreneur Pioneer Growth Base aims to support young entrepreneurs by connecting them with investment institutions and mentors [2] - The average value of the 131 young entrepreneurs' companies listed in the latest HuRun report is 280 million RMB, with 11 companies valued over 100 million USD [2] Group 2: Innovation and Industry Upgrading - Changshu focuses on innovation-driven development, investing in talent and technology to accelerate industrial upgrading and create new economic growth areas [3] - Jiangsu ShuoFan Intelligent Equipment Co., Ltd. has experienced rapid growth, achieving a sales increase from 100 million RMB to 600 million RMB within three years, thanks to local support [3] - The establishment of various innovation platforms, such as the Jiangsu Academy of Sciences Innovation Center, aims to address challenges in the carbon fiber industry and promote green development [6][7] Group 3: Policy Support and Financial Initiatives - Changshu has introduced measures to attract high-level talents, including tax incentives for salaries over 800,000 RMB and substantial support for high-energy innovation carriers [4] - The "Changchuan Talent Fund Phase II" has been established with a total scale of 300 million RMB to support technology-driven projects and youth entrepreneurship [8] - A venture capital alliance has been formed, gathering 22 investment institutions to facilitate the integration of talent, industry, and capital [9] Group 4: Comprehensive Talent Ecosystem - Changshu is committed to creating a favorable talent ecosystem, including a one-stop service center for high-level talents to streamline support processes [9] - The city has launched initiatives to develop low-altitude economy talents, including training programs for drone operators and certification engineers [10] - Changshu aims to be a "best partner" for talents by providing comprehensive support and creating opportunities for innovation and entrepreneurship [10]

【DT新材料】 获悉，7月4日，阿勒泰地区与 浙江万利碳纤维智能装备有限公司 共同启动总投资50 亿元的碳纤维项目。 该项目位于阿勒泰富蕴县开发区，规划用地1500亩，厂房用地36万平方米，最终形成年产6万吨原 丝、3万吨碳纤维的生产规模。项目计划3年内全面投产，今年年底，部分生产线将率先产出碳丝。 除了上述最新的新疆阿勒泰项目，浙江万利碳纤维公司此前已经在浙江、辽宁、内蒙古先后进行了碳 纤维版图布局： 浙江桐乡 ：2025年7月1日，由浙江万利碳纤维与桐乡铭龙集团合资建设的 万龙碳纤维项目 在屠甸 镇开工。项目总投资10.8亿元，一期用地72亩，规划建设24万平方米厂房。建成后将年产1000万平 方米碳纤维编织布、2000万平方米预浸料及6000吨拉挤型材，预计新增年产值15亿元。该项目已列 入浙江省千项万亿元项目。 辽宁阜新 ：2024年3月18日，国核投资（辽宁）碳纤维复合材料项目在阜新开工，总投资27.8亿元。 项目占地400亩，建设18万平方米厂房，规划建设碳纤维织物、复合材料拉挤、碳纤维储氢瓶三条生 产线。浙江万利碳纤维作为项目总承包商参与建设。 内蒙古乌海 ：内蒙古和利化学纤维（集团）有限公司（ ...

以下文章来源于Carbontech ，作者Carbontech Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 2025年上半年，中国碳纤维产业再次 突破此前市场对其"结构性过剩"的预期 。作为国内碳纤维原丝与高性能碳纤维材料的核心供应商之一 ， 吉林化纤 碳 纤维销量同比增长65% ，超过2.5万吨，全年预计突破5.6万吨；同时， 下游复材与制品产量同比增长5.9倍 ，产能利用率和内部消化能力持续上升。 与过往"以产定销"的策略不同，吉林化纤此次增长的核心来 自 以终端场景为导向的产品结构调整 。通过依托自主研发与产学 研用平台协作，公司完成了对 中国商飞、大疆、宁德时代 等关键客户的测试认证，并 进入批量交付阶段 。这类客户所代表的下游领域——包括 风电叶片、储能系统、无人装备、轻量交 通 等——对碳纤维的性能稳定性、成型适应性和工艺一致性提出了更高标准，吉林化纤通过原丝–碳化–预浸–复合成型的耦合化运营体系，实现了对这一 复杂需求的工程化响应。 技术路径的选择和内部结构的调整，是吉林化纤走出"周期型碳纤维制造"范式的关键一环。目前 公司原丝和碳化产品的自用率分别达到91%与50%，意 ...

Macro Analysis - The recovery in U.S. non-farm employment in June 2025 shows concerns as government jobs contributed nearly half of the new jobs, raising doubts about sustainability [1] - Private sector employment weakened, with service sector job additions dropping from 141,000 to 68,000, indicating potential economic pressure from tariffs [1] - The probability of the Federal Reserve restarting interest rate cuts in the second half of the year remains significant [1] Tax Policy Impact - The successful implementation of the tax reduction bill may partially offset economic pressures from tariffs, but its limited impact suggests it will not provide strong stimulus [2] - The tax bill is expected to increase the U.S. government deficit by approximately $4 trillion over the next decade, exacerbating supply-demand mismatches in U.S. Treasury bonds [2] Trade Agreements - The U.S. is focusing on negotiating 10 trade agreements with Asian countries, with preliminary agreements reached with Vietnam and potential agreements with India, Malaysia, and Indonesia [3] - The deadline for negotiations has been extended to September 1, indicating a flexible approach from the U.S. government [3] REITs Market - As of June 30, 2025, the number of public REITs in China reached 68, with a total issuance scale of 177.06 billion yuan [4] - The secondary market for public REITs experienced a price correction but still achieved a positive return of 1.95% for the month [4] Credit Bonds - The total outstanding credit bonds in China reached 29.96 trillion yuan by the end of June 2025, with a monthly issuance of 1,316.36 billion yuan, reflecting a 62.65% increase month-on-month [5] - Credit spreads for various levels of local government bonds widened slightly compared to the previous month [5] Automotive Industry - In Q2 2025, Tesla's global delivery volume showed a recovery, while domestic competitors like Li Auto and NIO stabilized [12] - The Xiaomi YU7 has seen a surge in orders, prompting new energy vehicle companies to enhance their purchasing incentives [12] Chemical Industry - MXD6, a special nylon, exhibits high gas barrier properties and rigidity, with significant application potential in food packaging and automotive sectors [13] - The increasing production capacity of domestic manufacturers is expected to enhance the cost-effectiveness of MXD6 composite materials, expanding its market applications [13] Company Analysis - The report highlights the investment value of YUEJIANG (2432.HK), a leading global collaborative robot manufacturer, emphasizing its strong market position and technological advantages [14] - The company is expected to achieve revenues of 500 million, 670 million, and 890 million yuan from 2024 to 2027, respectively, with an "accumulate" rating assigned [14]

本文汇报 1、周观点：供给端重现预期，需求端关注升级2、消费建材：格局改善的逻辑开始兑现3、水泥：价格 调整有底，不改同比占优趋势4、建筑玻璃：供需僵持，价格低位震荡 5、光伏玻璃：步入现金亏损区间，冷修提速 6、玻纤：主流电子纱稳中偏强，特种电子布产业趋势关注度高7、碳纤维：风电需求环比有所修复， Q2 迎来盈利改善的确定向较高1、周观点：供给端重现预期，需求端关注升级7 月1 日以来，建材行业 关注度突然迎来了较高的提升。Q2 建材行业关注度显著回落的原因在于，2024 年末需求端政策的提 振，似乎在Q2 迎来了较为明显的需求强度减弱，且在需求政策上，市场对7 月重要会议并没有特别多 的预期。但是在供给端，7 月建材出现了许多边际上超预期的变化。 需求端市场更关注产业的新变化。2025 年5 月以来AI 需求预期加速催化，主要来自于AI 产业链上，终 端云厂商资本开支计划提升、tokens 用量高增、芯片订单饱满、PCB 盈利高位等各个环节景气相互印 证，缓解了市场前期对于AI 基建过剩的担忧，重塑了未来市场对AI 需求的预期曲线，趋势向上明确。 低介电布目前一代、二代和三代（Q 布）升级路径明确，下游C ...

证券代码：300777 证券简称：中简科技 中简科技股份有限公司投资者关系活动记录表 编号：2025 第〔007〕号 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 | | | 中信证券、华金证券、农银汇理、东兴证券、华泰联合、人保 资产、伟星资本、粤港澳产融、昱奕资产、浙江探骊私募、厦 | | 参与单位名称 | 门中略投资、君成投资、玖金基金、上海臻宜投资、朋元资产、 | | | 前海合智、深圳前海德毅资产、上海迅胜投资，以及 2 位个人 | | | 投资者 | | 时间 2025 | 年 7 月 1 日、2 日 | | 地点 公司 | | | 公司接待 | 董事会秘书、副总经理：李剑锋 | | 人员姓名 | | | | 履行保密程序后，董事会秘书向投资者讲解了公司近期情 | | | 况，并陪同投资者参观三期项目、观摩四期项目进展，交流如 | | 下： | | | | 1.关于与大客户合同的进展情况，预计何时能够落地，合 | | | 同期限预计覆盖到 ...

Core Viewpoint - Carbon fiber is recognized as a strategic new material in modern high-tech fields, known for its high performance and cost-effectiveness, making it the preferred material for high-end manufacturing [4][27]. Group 1: Carbon Fiber Characteristics - Carbon fiber has excellent mechanical, thermal, and electromagnetic properties, enabling long-term reliable service in extreme conditions [4]. - The production process of carbon fiber is complex, with multiple critical control points, making mastery of the preparation technology essential for producing high-performance carbon fiber [5]. - The cost-effectiveness of carbon fiber is the key factor for its expansion into downstream market applications, with innovations in production processes aimed at reducing costs [6]. Group 2: Market Demand and Supply - The global demand for carbon fiber reached 118,000 tons in 2021, a year-on-year increase of 10.4%, with China's demand at 62,379 tons, growing by 27.7% [8]. - China has become the largest producer of carbon fiber globally, with a supply rate of 58.1%, despite having started later than Western countries [8]. - The carbon fiber market is driven by multiple sectors, including aerospace, wind energy, automotive, hydrogen energy, and construction, indicating a robust demand landscape [8]. Group 3: Investment Recommendations - Given the high growth potential in sectors such as defense, automotive, wind energy, and hydrogen energy, it is recommended to pay attention to companies like Guangwei Composites, Zhongjian Technology, and others involved in carbon fiber production [9].

事件： 根据新华社北京7月1日电，中共中央总书记、国家主席、中央军委主席、中央财经委员会主任习近平7月1日上 午主持召开中央财经委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。会 议强调，纵深推进全国统一大市场建设，要聚焦重点难点，依法依规治理企业低价无序竞争，引导企业提升产 品品质，推动落后产能有序退出。7月2日午后，钢铁、煤炭、建材等板块涨幅居前。 点评： 点击注册小程序 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 政策信号扭转预期，重点关注内卷最为严重、盈利状况最糟糕的领域 7月2日的大涨，从市场交易层面，是资金的再配置，从前期热度较高、资金扎堆的板块切换至低位的周期板 块；从基本面层面，"反内卷"的政策决心对于地产链、新能源等低价竞争较为严重的产业领 ...

【DT新材料】 获悉， 7月1日， 浙江万龙 碳纤维项目开工奠基仪式在浙江省桐乡市屠甸镇举行。 该项目总投资 10.8亿元 ， 项目建成后，将形成 年产1000万平方米 碳纤维编织布、 2000万平方米 碳纤维预浸料、 6000吨 碳纤维拉挤型材以及 15万件/套 航空、轨道交通、压力容器等轻量化模压部 件 的生产能力。 项目建成后，将形成集研发、制造、销售高端碳纤维复合材料、航空航天新材料等制品的低空经济产 业园区，进一步壮大桐乡新材料产业集群，预计新增产值15亿元。 目前， 该项目已入选浙江省千项 万亿元项目。 浙江万龙碳纤维新材料股份有限公司 由 浙江万利碳纤维智能装备有限公司 （隶属于浙江万利纺织机 械有限公司）与 桐乡铭龙集团 联合投资组建。公司专注于高性能碳纤维及其复合材料的研发、生产 与销售，致力于推动碳纤维材料在航空航天、新能源汽车、轨道交通等高端领域的应用。 说明： 本文部分素材来自于 浙江万龙碳纤维公司 及 网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达 一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我们：15355132586（微信同号） 黄卡东 哈尔 ...

西安康本材料有限公司董事长缑鹏飞说："碳纤维是航空、航天等尖端国防工业领域的关键基础材 料，也是交通、能源等领域发展的重要基础材料，应用广泛。陕西是制造业大省，科教资源富集，为碳 纤维及其复合材料产业链上下游发展提供了坚实的资源保障。" 6月27日，碳纤维及其复合材料产业链政企恳谈会在西安举行，产业链上8家企业负责人参会，共话 发展新机遇。记者从会上获悉：今年前5月，碳纤维及其复合材料产业链实现产值13.39亿元，预计全年 实现产值30亿元左右，产业链的"四梁八柱"基本形成。 省工信厅相关负责人表示，碳纤维及其复合材料产业链虽然规模不大，却是陕西极具特色的一条产 业链。产业链发展后劲十足，未来3年，产业链项目投资将超200亿元，产能将陆续释放，榆林恒神年产 5000吨碳纤维生产线、西安鑫垚陶瓷基复合材料智能制造园区（一期）、陕西美兰德碳基材料研发生产 基地预计今年陆续投产，陕西华秦科新材料园（一期）项目预计明年建成投产。另外，陕西有色集团投 资117亿元建设的黄陵碳硅新材料产业一体化项目也在抓紧推进。这些项目建设为陕西产业链发展提供 了有力保障。 据了解，省工信厅将加快建立"六个一"工作机制，做好链群共建工作 ...