为充分发挥国家联合基金作用，我省坚持需求导向，扩大开放合作，强化管理服务，为辽宁创新之 树开花结果营造必要条件。 省科技厅相关负责人介绍，以需求为导向，紧紧抓住国家联合基金指南编制环节，以破解装备制 造、冶金、石化、生物医药等支柱行业和新兴产业的技术瓶颈为目标，我省广泛征集沈阳机床、沈鼓集 团、新松机器人、沈飞、鞍钢股份、恒力石化、沈阳三生制药等重点企业重大技术需求，深度挖掘、精 准凝练重大科学问题，共向国家基金委凝练报送与辽宁省经济社会发展需求高度契合的指南222项，得 到充分肯定。 同时，高度重视合作。以国家联合基金项目为纽带，支持我省科研人员与省外优势科研单位加强合 作，吸引高层次人才助力辽宁发展。国家联合基金承担单位中，中国科学院深圳先进技术研究院、上海 交通大学、北京科技大学等省外单位占比达到50%。吸引俄罗斯工程院外籍院士袁寿其、国家青年科学 基金A类项目获得者李志波等一批高层次人才开展联合研究。 创新是一个复杂的社会系统工程，创新之果，得来不易，科学的管理与服务必不可少。我省加强央 地协同，省政府与国家基金委联合设立国家联合基金管理委员会，负责指南审定、中期检查、结题验收 等工作。吸纳国家基金委 ...

有研新材 主营业务在高纯金属靶材、先进稀土材料、特种红外光学及光电材料、生物医用材料等多个战略性新材料领域，产品主要应用于新一代信息技 术、高端装备制造、节能环保、生物医用材料等战略性新兴产业，满足国民经济发展需要。 【DT新材料】 获悉， 6月25日， 有研新材 发布公告称，控股子公司 有研稀土新材料股份有限公司 计划通过产权交易所挂牌转让 硫化锂业务 相关资 产，包括相关专利、专有技术及设备，挂牌底价不低于标的资产评估值 10,954.24 万元 。 公告介绍， 硫化锂材料 是有研稀土自主研发成功的新产品， 主要用作生产硫化物固态电解质的原材料 ，已实现小批量销售。 有研新材称，"基于公司主业及发展战略不涉及硫化锂及相关方向； 硫化锂大批量生产涉及大宗危险化学品，公司在大规模化工产业领域缺乏管理经 验； 硫化锂材料的应用仍处于早期阶段，产业发展周期长，难以准确把握市场及技术走向等原因，为实现公司利益最大化，经公司综合评估后，拟通 过产权交易所挂牌转让硫化锂业务相关资产。" 固态电解质用硫化锂生产技术 主要包括固态电解质用硫化锂生产技术相关的高纯硫化锂合成方法、工艺及设备等，为有研稀土自行研发、单独所有， ...

吉林奥来德光电材料 股份有限公司 前次募集资金使用情况 审核报告 大信专审字2025第 7-00010 号 大信会计师事务所（特殊普通合伙） WUYIGE CERTIFIED PUBLIC ACCOUNTANTS LLP. 大信会计师事务所 WUYIGE Certified Public Accountants.LLP 电话 Telephone： +86（10）82330558 北京市海淀区知春路 1 号 Room 2206 22/F, Xueyuan International Tower 传真 Fax： +86（10）82327668 学院国际大厦 22 层 2206 No.1 Zhichun Road, Haidian Dist. 网址 Internet： www.daxincpa.com.cn 邮编 100083 Beijing, China, 100083 前次募集资金使用情况审核报告 大信专审字2025第 7-00010 号 吉林奥来德光电材料股份有限公司全体股东： 我们对吉林奥来德光电材料股份有限公司（以下简称"贵公司"）编制的《关于前次募 集资金使用情况的专项报告》（以下简称"前次募集资金使用 ...

热情高的不仅是企业，还有求职者。本场招聘会面向应、往届大中专毕业生，职高、技校类毕业 生，各类技能型、实用型人才。现场不少青年才俊根据自己的职业需求积极应聘，主动咨询和投递简 历，在了解企业相关情况后选择适合自己的工作岗位。 6月7日，市人社部门联合市工信局，在苏南人力资源市场举办2025镇江市高性能材料产业人才专场 招聘会，吸引71家企业参会，我市及周边600余名求职者进场交流。 时至年中，各类企业紧盯全年目标任务，开足马力赶订单、忙生产，求才热情也水涨船高。本场招 聘会提供岗位需求1382个，涉及材料工程师、研发工程师、电仪工程师、化工操作工、化学分析员等岗 位。其中，高性能材料产业岗位含"薪"量十足。镇江宝塑高分子材料、江苏爱姆欧光电材料、江苏图南 合金、江苏领瑞新材料等相关企业平均月薪达到9000元。江苏大方金属粉末有限公司的工程师岗位最高 月薪达到15000元，江苏图南合金股份有限公司需要各类研发技术岗位博士3人，硕士9人，试用期薪资 均过万元。 小李是江苏大学材料科学与工程学院的毕业生，他表示，自己当天就是冲着专业对口来到招聘会现 场的。"在网上看到很多合适的岗位，薪酬待遇也符合心理预期，今天特意 ...

证券代码： 300481 证券简称：濮阳惠成 濮阳惠成电子材料股份有限公司投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 □ | 媒体采访 √ 业绩说明会 | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 2025 | 年 月 日 下午 5 22 (周四) 14:30~17:40 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事，董事会秘书，副总经理陈淑敏 | | 员姓名 | 2、副总经理王国庆 | | | 3、财务总监范晓霞 | | | 4、证券事务代表魏鸿鹄 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、请问：公司在研发和人员的培养、引进工作方面有哪些 | | | 提升 | | | 尊敬 ...

Core Insights - Lanzhou New Area Chemical Park has introduced over 100 standalone projects, produced more than 1,000 types of chemical products, and attracted investments exceeding 60 billion yuan, establishing a comprehensive development ecosystem [1][2] Group 1: Industry Development - The park has positioned itself in the green fine chemical sector, focusing on high-end pharmaceuticals, efficient pesticides, and new chemical materials, achieving over 40 billion yuan in fixed asset investment and annual sales revenue surpassing 30 billion yuan [2][3] - The park has been recognized in the top 100 comprehensive competitiveness rankings of chemical parks in China for 2024, reflecting its growing influence in the industry [2][3] Group 2: Infrastructure and Policy Innovation - Lanzhou New Area Chemical Park has built a complete supply network for water, electricity, gas, and heating, aligning with national standards and enterprise needs [2][4] - The park has implemented innovative policies, including a restricted directory for fine chemical industries and efficient mechanisms for project acceptance, creating a closed-loop service system [2][4] Group 3: Innovation and Talent Development - The park hosts over 200 enterprises, including five Fortune 500 companies and eight industry leaders, fostering a strong innovation engine with more than 180 innovation platforms and 500 high-level talents [3][4] - Collaborations with institutions like the Chinese Academy of Sciences and Lanzhou University have been established to tackle technical challenges and enhance core competitiveness [2][3] Group 4: Industry Chain Extension - The park is focusing on upstream raw material projects and plans to develop a 3 million-ton joint aromatic project to ensure the supply of olefins and aromatics [4][5] - Emphasis is placed on developing high-end chemical materials, including special polyolefins and engineering plastics, to fill domestic market gaps and enhance industry competitiveness [4][5] Group 5: Safety and Smart Management - The park has established a comprehensive safety management system and a smart control center for real-time monitoring of hazardous sources and pollutant emissions [8] - A digital dual prevention mechanism has been created to effectively manage risk alerts and improve overall management efficiency [8]

Core Viewpoint - The company reported a significant decline in 2024 revenue due to delays in defense product deliveries, but showed a recovery in Q1 2025 with a notable increase in revenue and profitability [1][4]. Financial Performance - In 2024, the company achieved revenue of 1.3 billion yuan, a year-on-year decrease of 41%, primarily due to delays in defense product deliveries. However, revenue from civilian products reached 760 million yuan, a year-on-year increase of 29% [1]. - The net profit attributable to shareholders for 2024 was -210 million yuan, a shift from profit to loss, mainly due to delayed defense product deliveries and increased R&D investments [1]. - For Q1 2025, the company reported revenue of 310 million yuan, a year-on-year increase of 33% and a quarter-on-quarter increase of 21%. The net profit attributable to shareholders was 960,000 yuan, marking a return to profitability [1]. Profitability Analysis - In 2024, the company's gross margin was 9.8%, a decrease of 6.9 percentage points year-on-year, while the net margin was -15.9%, a decline of 19 percentage points year-on-year, primarily due to delays in defense product deliveries [1]. - In Q1 2025, the gross margin improved to 19.2%, an increase of 6.6 percentage points year-on-year, and the net margin was 0.4%, an increase of 4.5 percentage points year-on-year, indicating a rapid recovery in profitability [1]. Expense Analysis - The expense ratio for 2024 was 26.2%, an increase of 11.7 percentage points year-on-year. The breakdown includes a sales expense ratio of 0.7%, a management expense ratio of 12.9%, a R&D expense ratio of 13.1%, and a financial expense ratio of -0.52% [2]. Industry Insights - The defense sector is experiencing rapid advancements in information technology and increasing demand for precision-guided munitions. The company is a leader in this niche market with high product barriers [2]. - The company possesses strong core technology in laser-guided munitions and is actively expanding into infrared, television, radar, and composite guidance technologies, anticipating a continuous release of demand as the penetration of precision-guided weapons increases [2]. - The optical materials and components industry is seeing a shift towards China, with the company’s subsidiary covering the entire industry chain from materials to infrared lenses, holding a global market share of approximately 15% and a Chinese market share of about 30% [3]. Investment Outlook - The company is expected to achieve revenues of 2.3 billion yuan, 3 billion yuan, and 3.8 billion yuan from 2025 to 2027, with a compound annual growth rate (CAGR) of 28%. The net profit attributable to shareholders is projected to be 80 million yuan, 110 million yuan, and 140 million yuan during the same period, with a CAGR of 31% [4].

➢ 1Q25 营收同比增长 33%；25 年计划营收 25 亿。1）单季度：4Q23~4Q24， 公司营收连续 5 个季度同比减少，1Q25 同比恢复增长，增幅为 33%；2024 年， 公司仅在 2Q24 盈利，剩下 3 个季度均亏损，但 1Q25 实现了扭亏，触底反弹特 征明显。盈利能力方面，公司 1Q25 毛利率 19.2%，同比提升 6.6ppt，改善显 著。2）经营计划：2025 年，力争实现营收 25 亿元，YOY +92.7%，其中防务 16.85 亿元，YOY +220.4%；光电 8.15 亿元，YOY +9.9%。预计扭亏为盈。 ➢ 25 年关联销售预计增长 241%；定增获上交所审核通过。分产品看，2024 年，公司：1）防务产品（占总营收 41%）：实现营收 5.3 亿元，YOY -67.2%。 2）光电材料与器件（占总营收 57%）：实现营收 7.4 亿元，YOY +28.8%，主 要系光学市场回暖，传统光学产品订单增加所致。关联交易：2025 年预计关联 销售 12.5 亿元，同比 2024 年实际发生增长 241%，一定程度上反映行业景气的 恢复。定增：公司拟募资不超过 10.2 ...