巨星医疗控股(02393)发布公告，公司现正探索及建议投资于高性能材料业。该行业属于制造分部，从 事设计、建造及商业化在关键特性的表现较传统同类产品超出至少一个数量级的物质。 凭借过去两年在自有品牌"Yes!Star"S2胶片相机精细生产所积累提升产品品质及效率的经验，公司将持 续投资于升级研究及开发设备，以期成为其中一间高性能材料工程公司及制造商，同时通过材料研究及 开发的协同效应，多元发展业务分部。 董事会预期高性能材料将于起始阶段用于油气、氢及新能源行业，并可能视适用情况应用及使用于不同 行业。 董事会注意到，全球的高性能材料市场现正蓬勃增长，升势不断。为于东南亚抢占此市场，尤其在中 国，集团现正积极物色及购买涂布生产线、高性能材料的研究及开发设备以及相关专利。 涂布技术可将大宗高性能材料转化成为市售制成品。涂布在几乎每个高价值材料分部均属决定性工序， 决定零件的成败或表现。涂布技术不单止重要，更为高性能材料生产的基础，往往成就革新。此一关键 赋能技术让基本材料发挥远超其固有能力的表现，实际上创造出"全新"的复合材料。涂布是材料与环境 之间的介面。透过此介面的工程设计，公司能在不改变大宗材料本身的情况下 ...

3. 体系升级：构建"一主三辅"产业生态 在比亚迪带来的产业基础上，深汕产业园区没有局限于单一的汽车制造，而是逐步摸索出"一主三辅"的完善产业布局——以新能源汽车产业为 主，以新型储能、高性能材料、智能制造装备产业为辅。这一阶段，园区开始向专业化、高端化进阶，不仅聚焦整车与核心部件制造，更瞄准 产业链关键的"卡脖子"环节布局专业园区。例如2023年落地的深汕高端电子化学品产业园，是深圳首个、华南地区唯一的专业园区，专攻集成 电路材料难题；新规划的复合材料产业园，则为新能源汽车革新筑牢材料根基。同时，速腾聚创等企业入驻投产后快速实现量产突破，进一步 丰富了产业生态，让园区从简单的企业集聚，升级为能自我进化、协同创新的产业生态系统。 2. 龙头入驻：开启产业集群雏形 2021年8月比亚迪与深汕的首次签约，成为园区发展的核心引爆点。此后4年间，比亚迪先后落子四期项目，总投资额超315亿元，快速形成从 零部件到电池再到整车的全产业链布局，一期满产、二期产能爬坡，三四期相关项目也陆续投产，创造了令人惊叹的"深汕速度"。龙头的磁吸 效应迅速显现，力劲科技、延锋国际等近30家新能源汽车核心零部件企业纷纷入驻，这些企业沿通港 ...

"创新药、新能源汽车和人工智能电子产品，已成为我国出口的新三大件。"在光明科学城论坛・2025的 演讲台上，深圳普瑞金生物药业股份有限公司董事长栗红建的话语掷地有声。2025年前三季度，中国创 新药许可输出（License-out）总金额达937亿美元，占全球比重近40%，这组数据不仅反映了中国药企 的科研实力，更折射出中国高质量发展的强劲动能。 12月4日，这场以"开放、智创、领航"为年度主题的科技盛会在深圳科学技术馆启幕。在"十四五"收官 与"十五五"即将启幕的关键节点，为期两天的论坛通过"1+1+7"（1场开幕式、1场全体会议和7场平行论 坛）的架构，集中发布五大重大科技成果，汇聚全球顶尖智慧，全面展现了光明科学城七年来从"一张 白纸"到"科学高地"的华丽蝶变，更勾勒出中国科技创新的未来图景。 五大成果齐发撑起光明"科创雨林" 12月4日上午举行的光明科学城论坛·2025开幕式上，集中发布了一批具有里程碑意义的重大科技成果， 勾勒出光明科学城从0—1—N的完整创新图景。 其中，在光明科学城论坛·2025上宣布启动试运行的国家生物制造产业创新中心由中国科学院深圳先进 技术研究院牵头组建，是我国生物制造领域 ...

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 ...

Core Viewpoint - Global New Materials International (06616) has seen a stock increase of over 6%, currently trading at 4.93 HKD, with a transaction volume of 88.22 million HKD, following the announcement of a strategic acquisition aimed at enhancing control over overseas core assets and improving global business synergy [1] Group 1: Acquisition Details - The company announced plans to purchase a total of 1.1218 million shares of its non-wholly owned subsidiary CQV between July 2025 and October 2025, increasing its total holdings in CQV to 5.5118 million shares, representing approximately 50.75% of CQV's total issued shares [1] - The acquisition is part of the company's merger and integration strategy, which aims to strengthen governance stability and enhance control over key overseas assets [1] Group 2: Strategic Implications - According to Guotai Junan, this strategic acquisition will allow the company to expand its geographic coverage and sales channels, marking a significant step in its global layout [1] - The integration of complementary businesses is expected to accelerate the company's penetration into key high-quality global markets, particularly in the automotive and cosmetics sectors [1] - By integrating global operations in high-performance materials, cosmetics, and industrial applications, the company aims to enrich its product portfolio and enhance the competitiveness of its core business [1]

Core Viewpoint - Global New Materials International (06616) has seen a stock price increase of over 6%, currently trading at 4.93 HKD with a transaction volume of 88.22 million HKD, following the announcement of a strategic acquisition aimed at enhancing control over overseas core assets and improving global business synergy [1] Group 1: Acquisition Details - The company announced plans to purchase a total of 1.1218 million shares of its non-wholly owned subsidiary CQV between July 2025 and October 2025 [1] - Post-acquisition, the company will hold a total of 5.5118 million shares in CQV, representing approximately 50.75% of CQV's total issued shares [1] Group 2: Strategic Intent - The acquisition is part of the company's strategy to strengthen control over overseas core assets, enhance global business synergy, and improve governance stability [1] - CQV is identified as a key component of the group's merger and acquisition strategy, possessing a mature technology system, quality customer resources, and stable profitability [1] Group 3: Market Expansion - The strategic acquisition is expected to expand the company's geographic coverage and sales channels, marking a significant step in its global layout [1] - The integration of global operations will accelerate the company's penetration into key quality markets, particularly in the automotive and cosmetics sectors [1] - By integrating global business solutions in high-performance materials, cosmetics, and industrial applications, the company aims to enrich its product portfolio and enhance the competitiveness of its core business [1]

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries to attract talent, including ultra-high-definition display, intelligent sensors, robotics, high-performance materials, cutting-edge new materials, high-end medical devices, health care, and cell and gene technology [1] Industry and Company Summary - The recent announcement marks the third batch of high-demand positions since the initial release of the "20+8" key industry list in July 2024, indicating a continued focus on talent acquisition in critical sectors [1] - To date, Shenzhen has published a total of 19 high-demand position lists across key industries such as semiconductors and integrated circuits, biomedicine, and artificial intelligence, reflecting the city's strategic emphasis on these sectors [1]

Group 1 - The core viewpoint of the article highlights the restructuring plan of Ascend Performance Materials, which has been approved by the U.S. Bankruptcy Court for the Southern District of Texas, aiming for a healthier capital structure by the fourth quarter of 2025 [2][3] - Ascend is set to receive over $500 million in new capital from investors, which will significantly reduce its debt leverage and support long-term stable growth [2] - The company announced its entry into bankruptcy reorganization in April 2023 to cut debt and optimize its capital structure, and it has decided to orderly close its largest investment outside the U.S. in Lianyungang, China [2][3] Group 2 - As one of the top three nylon 66 producers globally, Ascend has significant technological accumulation in high-performance materials, focusing on providing solutions for automotive, energy, and medical sectors [3] - The closure of the factory and the bankruptcy restructuring may represent a strategic choice for the company to "cut off limbs to survive" and operate with a leaner structure [3]

Core Viewpoint - Honeywell's subsidiary Solstice Advanced Materials is set to complete its spin-off on October 30, becoming an independent company under the "Solstice" brand [1] Group 1: Company Overview - Solstice Advanced Materials will operate as a differentiated high-performance materials company, focusing on refrigerants, semiconductor materials, protective fibers, and pharmaceutical packaging [3] - The company aims to achieve sales of $3.8 billion and a net profit of $600 million in 2024, with an adjusted EBITDA of $1.1 billion [3] - Solstice will be supported by 3,900 employees, 21 manufacturing sites, and 4 R&D centers, and will feature well-known brands such as Solstice®, Genetron®, Aclar®, Spectra®, Fluka®, and Hydranal® [3] Group 2: Business Segments - Solstice Advanced Materials will have two main business divisions: - Refrigerants and Application Solutions (RAS): This division will offer low global warming potential refrigerants, blowing agents, solvents, and aerosols, with projected sales of $2.7 billion in 2024 [4] - Electronics and Specialty Materials (ESM): This division will provide electronic materials, industrial-grade fibers, laboratory life science materials, and specialty chemicals, with projected sales of $1 billion in 2024 [4]

Core Viewpoint - The company has restructured its operations to focus on three main business segments: automotive interior and exterior parts design and manufacturing, oil and gas equipment and engineering, and high-performance materials research and application [1] Group 1: Automotive Business - The automotive parts segment is performing well due to continuous growth in automobile sales, benefiting from the company's scale advantages, customer resources, technological accumulation, and cost control capabilities [1] - The revenue contribution from the automotive parts segment has increased, providing a solid foundation for the company's development [1] Group 2: Future Growth Areas - The company plans to concentrate resources on accelerating the development of oil and gas equipment and high-performance functional materials, actively cultivating new growth points [1] Group 3: Corporate Background - The company's controlling shareholder is Aerospace Seventh Academy, which is part of the Aerospace Science and Technology Group, inheriting the excellent genes of the aerospace industry [1] - The company is committed to promoting the application of aerospace technology in civilian industries while widely applying intelligent technology to upgrade and transform existing main businesses, driving automation and unmanned production [1]