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“创客广东”决赛亮点纷呈,为东莞引入一批国际化新材料项目
Sou Hu Cai Jing· 2025-07-17 19:26
产耗时近5年,我们突破了多个'无人区'技术难题。"墨睿科技高级技术经理梁惠明表示,"获奖后,我们将借助大赛资源进一步提升品牌影响力,加速规模 化发展。" 广东清大创新研究院院长、东莞市国际技术转移中心主任邬新国作为主办方代表,介绍了大赛的亮点与成果。他指出,本届大赛充分发挥了清华体系的资源 优势和国际技术转移网络,成功引入了一批国际化项目,同时紧扣大湾区产业特色,聚焦电子信息与生物医药领域,展现了新材料技术的多元化突破。 经过激烈角逐,大赛最终评选出企业组和创业组的一、二、三等奖及优胜奖。其中,墨睿科技凭借"石墨烯导热垫"项目引发关注,该项目也获评本次大赛的 企业组二等奖。"石墨烯导热垫"解决了高功率芯片散热的技术瓶颈,已成功应用于算力芯片、数据交换机等领域,市场需求呈现爆发式增长。"从研发到量 7月17日,第九届"创客广东"新材料中小企业创新创业大赛决赛暨颁奖仪式在东莞松山湖天安云谷举办。本次大赛由广东省工业和信息化厅指导,东莞市清 大技术转移中心主办,汇聚了来自省内外、港澳台及海外的优质新材料项目同台竞技,涵盖半导体芯片材料、石墨烯材料等多个前沿领域,最终评选出企业 组、创业组各级奖项。 东莞市工业和信息 ...
杉杉股份,净利暴涨1265.61%
DT新材料· 2025-07-15 15:51
Core Viewpoint - The significant growth in Shanshan Co., Ltd.'s net profit for the first half of 2025 is attributed to its focused industrial chain strategy and strong performance in its core business segments, particularly in an environment of recovering demand in the new energy sector [3][4][8]. Group 1: Financial Performance - Shanshan Co., Ltd. expects a net profit attributable to shareholders of 160 million to 240 million yuan for the first half of 2025, representing a year-on-year increase of 810.41% to 1265.61% [3]. - The company's non-recurring net profit is projected to be between 130 million and 195 million yuan, with a year-on-year growth rate of 443.79% to 715.68% [3]. Group 2: Business Segments - The two core business segments, negative electrode materials and polarizers, are expected to generate a combined net profit of 350 million to 450 million yuan, serving as key drivers for overall profitability [5]. - In the negative electrode materials segment, Shanshan has maintained a leading position in artificial graphite technology, with significant increases in both prices and shipments due to the recovery of the new energy vehicle supply chain [5][6]. - The polarizer segment has seen rapid growth since Shanshan's acquisition of LG Chem's polarizer assets in 2020, with the company successfully transitioning to high-end applications in OLED and automotive displays [7]. Group 3: Market Position and Strategy - Shanshan is among the top three global suppliers of negative electrode materials, establishing a stable customer base with major battery manufacturers [6]. - The company has expanded its production capacity in various locations, which has helped reduce unit costs and support its growth strategy [7]. - The polarizer market in China reached 7.1 billion yuan in 2023 and is expected to exceed 10 billion yuan by 2025, with a compound annual growth rate of over 20% [7]. Group 4: Challenges and Future Outlook - Despite strong performance in core businesses, Shanshan faces challenges from its joint venture with BASF, which is expected to incur losses of 150 million to 170 million yuan, negatively impacting net profit [8]. - The company's ability to maintain high-quality growth will depend on its execution in high-end product development, overseas market expansion, and risk management [8].
《2025年北京市重点实验室申报指南》发布,聚焦智能制造与装备等关键领域(附申报建议及案例)
仪器信息网· 2025-07-10 04:08
Core Viewpoint - The article discusses the launch of the 2025 Beijing Key Laboratory application process, emphasizing its alignment with the construction of the Beijing International Science and Technology Innovation Center and focusing on key industries and cutting-edge technology fields [1][10]. Group 1: Application Focus Areas - The application areas for the Beijing Key Laboratories include new generation information technology (such as AI, big data, 5G/6G communication), medical health (including biomedicine, medical devices, precision medicine), intelligent manufacturing and equipment (covering industrial internet, intelligent robotics, high-end equipment manufacturing), new materials (like high-performance materials, nanomaterials, new energy materials), new energy (including clean energy, energy storage technology, carbon neutrality-related technologies), and agricultural technology [1][2]. Group 2: Application Conditions and Requirements - The applicant units must be registered enterprises, institutions, or social organizations in Beijing. Enterprises must meet specific sales revenue and R&D investment criteria. For joint laboratories, one unit must be designated as the leading unit, with others as co-construction units, and a co-construction agreement must be signed [3]. - Research directions should focus on scientific issues within the application areas, highlighting technological innovation, industry relevance, and potential for results implementation. The research team must consist of high-level researchers with solid foundations or achievements in relevant fields [4]. Group 3: Application Process and Timeline - The application notification for the Beijing Key Laboratories was released on April 9, 2025, with the specific deadline for submissions to be announced later. Required materials include the "Beijing Key Laboratory Application Form" and supporting documents (such as unit qualifications, research achievements, team introductions). The evaluation will be conducted by an expert committee, focusing on the project's innovation, feasibility, industrial value, and support for Beijing's technological innovation [6][5]. Group 4: Policy Support for Intelligent Manufacturing - Beijing has significantly increased support for the intelligent manufacturing sector, with recent developments including the establishment of a key laboratory for intelligent manufacturing, focusing on cutting-edge technologies (like industrial internet, intelligent detection, standard systems) and key common technologies (such as measurement, certification, and testing) [7]. - Collaborative innovation between industry, academia, and research institutions is encouraged to promote technology transfer and upgrade the industrial chain [7]. Group 5: Application Recommendations - Applications should focus on critical needs within the intelligent manufacturing sector, particularly on "bottleneck" technologies (such as high-end sensors, industrial software, precision processing equipment). Strengthening collaboration across the industry chain, including upstream and downstream enterprises, universities, and research institutions, is recommended to form a collaborative innovation network [8]. - Application materials should demonstrate the potential for industrialization of technological achievements, such as patent layouts, standard formulation, and demonstration applications. Consulting professional institutions for application guidance is advised to enhance material quality [8]. Group 6: Reference Cases - The High-Entropy Energy Materials and Devices Beijing Key Laboratory is currently accepting applications, focusing on energy materials research, which can serve as a reference for application processes and management requirements. The Smart Traditional Chinese Medicine Chronic Disease Prevention and Treatment Beijing Key Laboratory explores chronic disease prevention technologies through the integration of AI and traditional Chinese medicine, showcasing interdisciplinary research [9].
抓住产业政策机遇 内蒙古积极布局新材料产业新赛道
Nei Meng Gu Ri Bao· 2025-07-05 04:05
Group 1: Industry Overview - The rare earth industry in Baotou is experiencing unprecedented vitality, with significant projects accelerating development and contributing to urban growth [2] - In 2024, Baotou's rare earth industry is projected to achieve a total investment of 25.2 billion yuan across 54 key projects, with 35 projects successfully launched, pushing the industry output value to over 100 billion yuan [2] - Inner Mongolia is becoming a crucial hub for the new materials industry, leveraging its rich energy resources, green electricity advantages, and unique geographical location [6][7] Group 2: Project Highlights - The Jinli Permanent Magnet factory in Baotou has automated production, with high-performance NdFeB magnets being produced every 90 seconds, and orders extending to 2026 [2] - The Tongliao City project for green aluminum-based new materials has a total investment of 5.31 billion yuan, with an expected annual output value of 17.6 billion yuan upon full production [8] - The Inner Mongolia region has established a complete industrial chain for rare earth materials, with 286 rare earth enterprises primarily located in Baotou [9] Group 3: Future Projections - By the end of 2025, Inner Mongolia's rare earth new materials capacity is expected to exceed 200,000 tons, with silicon-based materials reaching 1 million tons and aluminum-based new materials output projected to surpass 40 billion yuan [16] - The region is actively enhancing its business environment and implementing policies to support the high-quality development of the rare earth and aluminum industries [15]
基石资本抢滩西丽湖!7家拟赴港上市企业非交易路演吸睛又吸金
Sou Hu Cai Jing· 2025-06-05 15:52
深圳商报·读创客户端记者 涂竞玉 每月首个周四,相约西丽湖"X-Day"。6月5日,"X-Day"西丽湖路演社如约再会,港股基石/锚定投资专 场在深圳大学城国际会议中心举办。本次活动汇聚7家拟赴港上市的优质企业,覆盖无线通信、AI营 销、跨境物流、生物科技、新材料等前沿领域,见证中国企业从湾区创新高地迈向全球资本舞台。 群英荟萃,前沿领域领军企业齐聚 2024年港股市场持续升温,吸引力显著增强。WIND数据显示,截至今年5月20日,港股已有23家公司 完成IPO,募资金额高达603.4亿港元,重回全球第一,国际化资本活力持续释放。 南山区作为创新高地,敏锐把握市场机遇,大力培育和支持企业境外上市。截至目前,全区上市公司总 数达217家,其中境外上市74家(港股上市58家),不仅孕育了腾讯、金蝶、华润饮料、阳光保险等行 业龙头,近年更是涌现多个"行业第一股",如:优必选(人形机器人第一股)、速腾聚创(港股激光雷 达第一股)、越疆(协作机器人第一股)等。2024年南山新增境外上市公司7家,其中5家登陆港交所 (含1家通过18C章节上市)。目前,20家企业正积极推进境外上市进程,其中16家已备案或递交招股 书,如丰 ...
千亿投资布局未来!山西一地2025锚定量子、具身智能等科技新赛道
Sou Hu Cai Jing· 2025-05-26 00:32
在产业转型方面,长治锚定科技前沿赛道。一方面,积极对接长三角、京津冀等创新高地,引进新材料、电子信息、新能源汽车等战略性新兴产业;另一 方面,超前布局量子科技、生物制造、具身智能等未来产业,同时推动传统钢铁、焦化产业向智能化、绿色化转型。值得关注的是,长治高新区将加快建 设"一谷三园"及绿电产业园,以"绿电直供"模式为企业降本增效,探索绿色低碳发展新路径。 为提升科技成果转化效能,方案提出加强科技孵化平台建设,鼓励企业组建创新联合体,加大基础研究投入,力争产出一批原创性科技成果。在招商引资 环节,通过绘制产业图谱,精准对接产业链技术瓶颈,联合科研机构、链主企业开展"一链一图谱"论证,确保引入项目契合科技发展趋势。 在配套设施建设上,长治将新建100万平方米标准厂房,推进分布式光伏应用,为科技企业提供空间与绿色能源保障。同时,深化"预审批"改革,下放省 级58项、市级1377项、县级549项赋权事项,优化"企业投资项目开工一件事"审批流程,降低企业制度性交易成本。 在科技驱动产业变革的浪潮下,长治市日前重磅发布《长治市开发区高质量发展2025年行动方案》,以1200亿元总投资、600个新签约项目为支撑,聚焦 科 ...
创业板指年报透视:“双增长”彰显创新成长标杆作用
Zheng Quan Shi Bao Wang· 2025-05-18 08:56
新质生产力引领作用凸显。创业板指中战略性新兴产业呈现集群化发展态势,权重占比达92%,为指数 贡献了73%的营业收入和85%的净利润。其中新一代信息技术产业、高端装备制造产业、新材料产业创 收能力突出,2024年营业收入同比增长分别为35%、17%、17%。从重点领域来看,数字经济产业样本 公司经营业绩持续走强,2024年营收同比增长22%,尤其境外收入同比增长45%,毛利同比增长16%, 现金流同比增长超200%。 科技创新赋能高成长。创业板指以科技创新引领发展,2024年样本公司研发投入共计880亿元,同比增 长10%,总体研发强度11%,超两成样本公司研发强度超15%,20家样本公司研发投入超过10亿元,主 要集中于新能源车、新一代信息技术、生物等产业。其中,新一代信息技术企业以研发带动盈利能力提 升,研发投入同比增长13%,净利润同比增长36%。 中长期资金增配方向。近年来,以创业板指为代表的成长型宽基获得机构投资者青睐。2024年,创业板 指产品规模突破1600亿元,资金净流入超500亿元,主力ETF规模突破千亿元。伴随各类中长期资金入 市步伐加快,创业板指的配置价值和吸引力有望持续提升,有利于引导 ...