□ 陈 永 本报记者 江 岱 转自：中国质量报 编者按 质量强链是构建现代化产业体系、促进产业基础高级化和产业链现代化的重要举措，是质量强国建设的重要组成部分。《质量强国》周刊将遴选一批质量强 链标杆项目，展示其推动产业链供应链质量联动提升经验做法，推动产业高质量发展。 福建省以质量提升增强产业链韧性和安全水平为核心抓手，聚焦关键技术、关键供给、支撑体系、要素保障等方面，因地制宜地提出各项政策措施，围绕重 点项目开展产业链供应链质量联动提升，实现从"点状"向"点线面结合"的转变，构建区域质量协同提升新格局。本期聚焦锂电新能源、晋江鞋服两大质量强 链项目，全面展示其以质强链的"福建样板"。 【观察】 向"新"而行 逐"质"而进 —— 福建打造世界级锂电新能源产业链的跃升之路 省内协同同样精彩纷呈。"宁德研发+沿海制造+山区配套"的山海协作模式，让技术、资源与产能高效流动。漳州动力电池材料产业园吸引23家正极材料企 业入驻，年产值达420亿元；龙岩负极材料基地形成年产20万吨石墨产能，带动山区配套产业产值年均增长超35%。这种梯度布局，既优化了全省产业生 态，又促进了区域协调发展，彰显了共同富裕的深层逻辑。 当清 ...

香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整 性亦不發表任何意見，並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 EVE Energy Co., Ltd. 惠州億緯鋰能股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 本公司招股章程根據香港法例第32章《公司（清盤及雜項條文）條例》呈交香港公司註冊處處長 登記前，本公司不會向香港公眾人士提出要約或邀請。倘於適當時候向香港公眾人士提出要約 或邀請，準投資者務請僅依據呈交香港公司註冊處註冊的本公司招股章程作出投資決定；有關 文本將於發售期內向公眾刊發。 (a) 本文件僅為向香港公眾人士提供有關本公司的資料，概無任何其他目的；投資者不應根 據本文件中的資料作出任何投資決定； (b) 在聯交所網站登載本文件或其補充、修訂或更換附頁，並不引起本公司、其獨家保薦 人、整體協調人、顧問或承銷團成員在香港或任何其他司法管轄區必須進行發售活動的 責任。本公司最終會否進行發售仍屬未知之數； (c) 本文件或其補充、修訂或更換附頁的內容可能會亦可 ...

明冠新材（688560.SH）12月31日在投资者互动平台表示，尊敬的投资者：您好！ 公司铝塑膜产品客户 是下游锂电池企业用于动力锂电池、储能锂电池和消费电子锂电池的封装，主要应用场景有新能源汽 车、无人机、家用储能、大型商业储能以及消费电子。谢谢！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司铝塑膜产品都有哪些应用场景？订单增长趋势如 何？ ...

国轩高科所属申万行业为：电力设备-电池-锂电池。所属概念板块包括：固态电池、储能、磷酸铁锂、 三元锂电、数字能源等。 截至11月20日，国轩高科股东户数27.19万，较上期减少4.58%；人均流通股6384股，较上期增加 4.80%。2025年1月-9月，国轩高科实现营业收入295.08亿元，同比增长17.21%；归母净利润25.33亿元， 同比增长514.35%。 分红方面，国轩高科A股上市后累计派现10.95亿元。近三年，累计派现3.56亿元。 资金流向方面，主力资金净流入3038.88万元，特大单买入5538.59万元，占比10.16%，卖出4767.05万 元，占比8.75%；大单买入1.41亿元，占比25.95%，卖出1.19亿元，占比21.79%。 国轩高科今年以来股价涨86.40%，近5个交易日涨6.12%，近20日涨2.93%，近60日跌11.67%。 今年以来国轩高科已经5次登上龙虎榜，最近一次登上龙虎榜为10月10日，当日龙虎榜净买入-3.13亿 元；买入总计3.82亿元 ，占总成交额比5.74%；卖出总计6.95亿元 ，占总成交额比10.45%。 资料显示，国轩高科股份有限公司位于安徽省 ...

Core Insights - The report highlights the strategic move of the company to establish a logistics hub for the China-Europe Railway, enhancing its international presence and operational efficiency in lithium battery transportation [2][3]. Summary by Sections Latest Report Summary - The company has initiated a dedicated lithium battery container train service from Chengdu to Shanghai, collaborating closely with railway authorities to ensure safety and operational standards during the trial phase [3]. Investment Highlights - The company's global power battery installations reached 44.3 GWh from January to October 2025, marking a year-on-year increase of 39.7%, positioning it as the fourth largest globally. Additionally, it ranked fifth in energy storage cell shipments for the first three quarters of 2025 [4]. - Revenue for the first three quarters of 2025 totaled 28.54 billion yuan, reflecting a 49.9% year-on-year growth, while net profit surged to 1.2 billion yuan, up 149.9%, and attributable net profit reached 680 million yuan, increasing by 279.7% [4]. - The company is progressing well with its overseas factory in Portugal, which commenced operations on February 24, with an investment of approximately 2 billion euros (about 15.2 billion yuan) and an expected production capacity of 15 GWh by 2027 [4]. Profit Forecast and Investment Rating - The company is projected to achieve revenues of 42.3 billion yuan, 65.5 billion yuan, and 79.5 billion yuan for the years 2025, 2026, and 2027, respectively, with attributable net profits of 1 billion yuan, 2.4 billion yuan, and 3.3 billion yuan, corresponding to PE ratios of 46, 19, and 14 times [5].

Core Insights - The rapid development of the electric vehicle industry in China has significantly increased the demand for lithium battery intelligent equipment, with the market size growing from 27.5 billion yuan in 2020 to 72.2 billion yuan in 2022. However, a slowdown in downstream market demand is expected to reduce the market size to 20.2 billion yuan in 2024, before recovering to 26 billion yuan in 2025 due to increased production rates from leading battery companies [1][7]. Industry Overview - Lithium battery intelligent equipment integrates advanced technologies such as AI, IoT, big data, and automation to enhance the efficiency and digitalization of the entire lithium battery production process [2]. - The production process is divided into three stages: front-end (electrode preparation), mid-stage (cell assembly), and back-end (testing and packaging), with intelligent equipment corresponding to each critical stage [4]. Industry Policies - The Chinese government has implemented various policies to promote the transformation and high-quality development of the lithium battery intelligent equipment industry, including the "Action Plan for Promoting Large-Scale Equipment Updates" and the "High-Quality Development Action Plan for New Energy Storage Manufacturing" [2]. Market Dynamics - The global lithium battery intelligent equipment market grew from $6.524 billion in 2020 to $17.811 billion in 2022. However, it is projected to decline in 2023-2024 due to changes in terminal market demand. Recovery is expected in 2025, with the market size reaching $10.882 billion [5][6]. - In 2024, China is expected to account for 34.1% of the global market, with significant contributions from the Asia-Pacific region, Europe, and North America [5]. Application Segments - In 2024, the application of lithium battery intelligent equipment is primarily in the electric vehicle sector (68%), followed by consumer electronics (17%) and energy storage (13%) [7]. Competitive Landscape - The competitive landscape of the lithium battery intelligent equipment industry in China is characterized by a leading player, XianDao Intelligent, followed by strong competitors like YingHe Technology and HuaZi Technology. The market is also populated by numerous small and medium-sized enterprises [8][10]. - XianDao Intelligent holds a significant market share due to its comprehensive product line and strong R&D capabilities, while other companies focus on specific segments and maintain competitive advantages through technology and customer service [8]. Development Trends - Future trends in the lithium battery intelligent equipment industry include the evolution towards integrated "turnkey" solutions, deep integration with AI and industrial big data, and the adoption of flexible and modular designs to adapt to rapid technological changes and market fluctuations [11][12][13].

Group 1 - The first railway transport of "Chengdu-made" power lithium batteries marks a new logistics model, with the first trial train carrying batteries from Zhongxin Innovation Technology (Chengdu) Co., Ltd. to Shanghai, indicating a shift from road to rail transport, which is expected to reduce logistics costs by 20% to 30% [2] - Atlas Data Storage has launched the "Atlas Eon 100," the world's first scalable DNA data storage solution, claiming it can store data for thousands of years without needing refreshment, and remains stable in high-temperature environments [2] - The deployment of a hydrological radar system at the Three Gorges Project enhances safety and flood prevention efforts, addressing limitations of traditional rain measurement methods that are affected by environmental factors and have low resolution [2]

12月4日，贵阳高质量完成"十四五"规划系列主题新闻发布会（市直单位第一场）举行。市商务局副局长郭旭在发布会上说，"十四五"以来，贵阳市聚焦"打 造内陆开放型经济新高地先行区"战略定位，将开放格局、通道、平台、主体、业态"五个开放"作为主抓手，主动服务和积极融入国家战略，开放型经济实 现量质齐升，经贸交流合作取得长足发展，以高水平开放推动高质量发展的动能持续增强。 五年来，海外市场持续拓展，经贸伙伴遍布全球200余个国家和地区。贵阳市坚持巩固传统市场与开拓新兴市场并举，锚定东南亚、南亚、中亚主攻方向， 用活展会、协会、商会各方资源，抓实展示、交流、对接多维互动，2021年—2024年与"一带一路"、RCEP成员国家贸易年均增长37.3%、23.3%，与东南 亚、南亚、中亚国家贸易年均增长27.1%、21.2%、49.4%。强化市场多元化战略，支持企业聚焦细分赛道，优化产品服务，加快拓展拉美、中东、非洲等新 兴市场，国际经贸"朋友圈"持续扩大。 五年来，跨境通道持续延伸，成为西南地区联结东南亚市场的重要纽带。贵阳市深化西部陆海新通道重要节点城市建设，加快打造"路铁空"陆海贸易运输体 系，新开通跨境卡班2条，获得 ...

Group 1: Xiaomi and AI Integration - Lei Jun, founder and CEO of Xiaomi, predicts that humanoid robots will significantly enter Xiaomi factories in the next five years, emphasizing the deep integration of AI into traditional industries [1] - He highlights the efficiency of AI in quality control, stating that AI can complete inspections in 2 seconds, achieving 10 times the efficiency and over 5 times the accuracy compared to human workers [1] - Lei Jun advocates for smart manufacturing in Beijing, urging the industry to avoid relying on labor-intensive methods and instead focus on intelligent manufacturing to drive industry upgrades [1] Group 2: Baidu's Workforce Reduction - Baidu has initiated a new round of layoffs affecting multiple business departments, with some teams facing cuts of up to 40% [2] - The company is under significant operational pressure due to declining advertising revenues and increasing competition in the AI sector, which has not yet revitalized its core advertising business [2] Group 3: Meituan's Financial Struggles - Meituan reported its first loss since 2022, with its core local commerce division suffering an operating loss of 14.1 billion yuan due to intensified competition in the food delivery market [3] - The company's adjusted EBITDA and net profit also saw significant declines, marking a challenging financial period for Meituan [3] Group 4: Hypershell's Funding and Market Position - Hypershell, a leader in the consumer-grade exoskeleton market, successfully completed a $70 million Pre-B and B round of financing, achieving a post-money valuation of nearly $400 million [4] - The company is recognized for its pioneering efforts in the commercialization of consumer-grade exoskeletons, indicating strong market confidence in its technology and future prospects [4] Group 5: Apple's AI Research - Apple's research team has introduced a groundbreaking AI technology called PARS, designed to analyze EEG signals through self-supervised learning [5] - This model aims to understand the deep structure and long-range dependencies of brain activity by predicting the temporal distances between different brainwave segments [5] Group 6: Changan Automobile's Robotics Initiative - Changan Automobile has announced the establishment of a robotics company to align with national planning and its strategic transformation, focusing on humanoid robot technology [8] - The new company aims to develop innovative products and solutions in the robotics sector, enhancing the automotive industry's capabilities [8] Group 7: DingTalk's AI Medical Assistant - DingTalk has launched its first AI medical assistant, "Doukou Doctor Super Assistant," which can integrate over 40 million medical literature sources to assist obstetricians in clinical diagnosis [10] - This AI tool aims to enhance decision-making by providing evidence-based recommendations within one minute of case submission [10] Group 8: Estun's New Robot Launch - Estun has unveiled its new humanoid robot "Panshi C05-L," designed for various industrial and commercial applications, showcasing advancements in embodied intelligence technology [11] - The robot features adjustable height and is capable of performing tasks such as light material handling and precision assembly assistance [11] Group 9: SF Express's Lithium Battery Transport - SF Express successfully completed the first commercial air transport of ternary lithium batteries in China, utilizing AI safety protection equipment [14] - This milestone marks a significant advancement in the safety and optimization of lithium battery logistics and supply chains in the country [14]

Core Insights - The successful demonstration flight of lithium battery air transport marks a significant breakthrough in safety technology for lithium battery transportation in China [1][3] - The project, led by Chongqing Jiaotong University, aims to address safety challenges in air transport of lithium batteries, which are classified as high-risk due to their energy density and potential thermal runaway [1][2] Group 1: Project Overview - The project "Safety Protection Technology and Equipment for Transporting Power Lithium Batteries" is part of China's 14th Five-Year Plan and involves collaboration with several institutions including Beijing Institute of Technology and CATL [1] - The first flight successfully transported approximately 500 kilograms of lithium batteries from Ezhou Huahu International Airport to Shenzhen Bao'an International Airport, achieving a nearly 80% improvement in transport efficiency compared to traditional land transport [1] Group 2: Market Context - China is the world's largest producer of power lithium batteries, with an expected air transport volume of 645,000 tons in 2024, representing a year-on-year growth of 21.26% [1] - The increasing market demand for lithium batteries necessitates advancements in safe air transport methods due to stringent regulations on transporting batteries over 35 kilograms [1] Group 3: Technological Advancements - The developed safety protection equipment features advantages such as active warning systems, efficient protection, lightweight and durable materials, and real-time monitoring of 12 critical parameters during transport [2] - The technology utilizes AI algorithms for precise risk warnings and can initiate emergency protective measures in case of anomalies, effectively addressing the challenges of lithium battery transport [2] Group 4: Future Implications - The successful demonstration provides a replicable and scalable safety transport model for the entire industry, paving the way for safer, more efficient, and smarter lithium battery air transport in the future [3] - This advancement is expected to support the global expansion of China's new energy industry and contribute to the high-quality development of civil aviation [3]