2026未来产业新材料博览会 中国未来产业崛起引领全球新材料创新发展 展会将推动科技成果转化，助力企业精准对接产业基金、政府园区、项目与产业链资源， 加速新材料领域的科技创新与产业创新融合，夯实新质生产力发展的 材料根基，助力未来 10年再造一个中国高技术产业。 百年变局，时代机遇， 布局未来，才有未来。 中国未来产业崛起引领全球新材料创新发展！ 8大 参展理由 （ 1）时代机遇 ：中国在新能源汽车、光伏、风电、锂电与储能、机器人、低空经济等领域已形成全球影响力，这些产业的爆发式增长，将为新材料带来巨大市场机遇 （ 2）风口明确 ：具身智能、 6G、量子科技、生物制造、氢能与核聚变能、脑机接口等未来产业是中国政府在 "十五五"规划 中明确要重点突破的方向 （ 3）天时地利 ： 6月 ，市场活跃期与年中采购旺季，是抢占下半年商机的黄金窗口； 上海新国际博览中心 是国内外经济往来的重大国际展会平台，依托长三角产业集 群与科创优势，汇聚庞大商业资源 2026年6月10-12日 上海新国际博览中心 新材料是未来高新技术产业发展的基石和先导，新材料的突破将加速未来产业变革! 2026未来产业新材料博览会（上海） (Fu ...

转自：新华财经 "不用抵押厂房、设备，而是科学评估企业在技术研发、知识产权和创新能力等方面的价值。九江银行 这笔700万元的贷款，有效缓解了公司资金短缺的燃眉之急，这是对我们坚持走技术创新之路的认 可。"近日，江西辙炜新材料科技股份有限公司相关负责人范晓春在获得九江银行"赣科新易贷"资金支 持后感慨。 这家坐落在九江湖口高新区的国家级专精特新"小巨人"企业，拥有多项发明专利，技术实力雄厚，曾经 面临"轻资产、高成长"带来的融资瓶颈。随着九江银行首批"赣科新易贷"雏形产品业务的落地，企业 的"技术软实力"正转化为实实在在的"融资硬实力"。 九江银行摆脱过度依赖传统抵押物的模式，转而依托中国人民银行江西省分行《报告》为企业精准"画 像"。《报告》中的综合评分与细分指标，从技术含量、创新活跃度、成果产出等多个维度，清晰呈现 如江西辙炜新材料科技股份有限公司等企业的核心竞争力。这有效补充传统财务数据之外的授信审批依 据，让银行目光从"看砖头"转向"看专利"。同时，九江银行基于《报告》构建的首版增信模型，能够将 符合条件的科技型企业授信额度最高提升至原有基础的两倍，放大其信用价值。 在项目推进过程中，九江银行积极与九江 ...

近年来，在习近平新时代中国特色社会主义思想指引下，在市委、市政府的坚强领导下，房山区始终以新时代首 都发展为统领，坚持"志存高远、厚积薄发"，充分发挥科教资源聚集、人文资源多样、生态资源丰富、基层治理 创新"四大优势"，以创新强动能、以智造筑根基、以生态厚本底、以文化赋新韵、以惠民增福祉，全力推进"科教 融合文化名区、新质智造产业新城"建设，交出一份高质量发展的亮丽答卷。 聚焦教育科技人才一体发展 全力打造产教融合的创新之城 房山区始终践行"科技是第一生产力、人才是第一资源、创新是第一动力"，全面激活良乡大学城创新活力，促进 科教优势向发展动能加速转化。 持续构建"高校集群、领军人才、科研平台"相协同的创新矩阵，科教创新资源要素进一步聚合。今年，随着北京 工业大学房山新校区落地开工、北京石油化工学院房山校区正式招生，良乡大学城进一步扩容，在校师生规模从 2021年的4.6万人扩容至6.3万人，累计汇聚行业领军人才549人次，人才储备总量稳步提升。集聚省部级以上驻区 实验室、工程中心153家，即将开工建设北京理工大学创新平台集群，科研资源"积厚成势"，为科技创新提供了坚 实的智力支撑和要素保障。 聚焦科技成果转 ...

央视网消息（新闻联播）：党的二十届四中全会提出，加快高水平科技自立自强，引领发展新质生 产力。浙江、辽宁认真学习贯彻全会精神，抢抓新一轮科技革命和产业变革历史机遇，推动教育科技人 才一体改革发展，增强自主创新能力。 前不久，辽宁材料实验室在金属材料强化领域取得重要突破，新的研究成果能够大幅提升金属材料 性能，在航空航天、高端装备制造等领域具有广阔应用前景。四中全会提出加强原始创新和关键核心技 术攻关，这让科研人员对未来的研究充满信心。 "十四五"期间，辽宁加快构建科技创新的"四梁八柱"，成立了包括材料实验室在内的四家省级实验 室，聚焦新材料、智能制造、清洁能源及精细化工、高端装备制造等领域，进一步激发创新活力。全省 技术合同成交额年均增速超24%，大批先进成果从实验室走上生产线，变成生产力。学习贯彻四中全会 精神，辽宁将进一步深化科技体制改革，全面增强自主创新能力，推动发展新质生产力。 ...

6 December 2025 | 12:50AM HKT Portfolio Strategy Research CHINA WEEKLY KICKSTART Markets gained 1%; French President Macron visited China; PSL resumed expansion to support government-led investment; Mixed PMIs in November MXCN/CSI300 gained 1.3%/1.0% this week, led by Materials/Insurance (+7.8%/+4.9%). President Xi met with French President Macron in Beijing on Dec 4. NFRA reduced capital charge on select equity investments for Chinese insurers. CSRC issued a consultation paper on the updated regulations fo ...

Investment Rating - The report suggests a bullish outlook on commodities, particularly recommending long positions in commodities and oil/energy as the best trades for 2026 [3][4]. Core Insights - The report highlights a significant shift in market dynamics, indicating that commodities are outperforming bonds in the current inflationary growth environment, contrasting with the previous era of secular stagnation [2][3]. - It notes that LatAm stocks have increased by 56% year-to-date, indicating strong performance in the region [3]. - The report emphasizes the importance of monitoring bond market reactions to the "run-it-hot" trade, as they pose a potential threat to stock and credit market upside in 2026 [4]. Summary by Sections Market Performance - Year-to-date performance shows gold at 59.1%, stocks at 19.6%, and commodities at 6.7%, while oil has declined by 16.8% [2]. - The report indicates that the biggest inflows have been into cash ($112.3 billion) and bonds ($15.4 billion), with a notable outflow from tech stocks [13][17]. Investment Strategies - The report advocates for long positions in commodities and oil/energy, viewing them as contrarian trades that are likely to yield positive returns in 2026 [3]. - It suggests tactical long positions in zero coupon bonds in anticipation of Fed cuts, while also recommending mid-cap stocks as a favorable investment due to their relative undervaluation [16]. Economic Indicators - The BofA Bull & Bear Indicator has decreased to 6.0, indicating a neutral sentiment in the market [60]. - The report notes that the current economic environment is characterized by rising bond yields in Japan and China, which are seen as secular floors for global yields [18]. Sector Analysis - Inflows into high-yield bonds ($2.3 billion) and emerging market debt ($2.4 billion) are highlighted, indicating a positive sentiment towards these sectors [17]. - The report also mentions significant outflows from tech stocks, suggesting a shift in investor preference towards more stable sectors [17][40].

As of Dec. 5, 2025, two stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according to Benz ...

Core Points - CF Industries Holdings, Inc. will present at the Goldman Sachs Industrials & Materials Conference 2025 on December 4, 2025, at 8:00 am ET [1] - Investors can access the live conference webcast through the Investor Relations section of the company's website [1] - A replay of the webcast will be available for 180 days following the event [1]

Core Viewpoint - The article discusses the recent developments of Zhuhai Guoneng New Materials Co., Ltd. (Guoneng New Materials), including its IPO preparation and significant growth in revenue and net profit, driven by high-frequency and high-speed copper-clad laminates and other advanced materials [2][3]. Company Overview - Guoneng New Materials was established in 2002 and is recognized as a national-level "little giant" enterprise, as well as an innovative small and medium-sized enterprise in Guangdong Province [2]. - The company has invested 1.5 billion yuan in a 23,000 square meter headquarters and 2.3 billion yuan in a 38,000 square meter production base [2]. Product Lines - The company specializes in two main product categories: high-frequency and high-speed copper-clad laminates, and modified composite materials [2]. - Key products include PTFE series, hydrocarbon series, and high-speed series copper-clad laminates, as well as antenna covers for 4G/5G communications and components for electric vehicles [2]. Recent Achievements - The GNC3004Y high-frequency microwave substrate developed by the company has passed authoritative certification, filling a domestic technology gap in high-end high-frequency materials [3]. - Major suppliers include Jinfa Technology and China Jushi, with clients such as Huawei, Ericsson, and BYD [3]. Financial Performance - In 2023, the company reported revenues of 114 million yuan and a net profit of 7.61 million yuan, with a net profit growth of 113.21% in 2024 [3][4]. - For the first half of 2025, revenues reached 92.45 million yuan with a net profit of 23.81 million yuan, achieving a gross margin of 47.08% [4]. Market Trends - The demand for high-end printed circuit boards (PCBs) is increasing due to the rapid development of high-tech industries such as AI and autonomous driving [5]. - The shortage and price increase of high-end materials in the PCB supply chain are driven by the growing demand for AI servers and related components [6]. Future Outlook - The ongoing demand for AI data centers is expected to further boost the market for high-frequency and high-speed PCBs, indicating a positive growth trajectory for the industry [6][7].

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