证券日报网讯1月9日，濮阳惠成（300481）在互动平台回答投资者提问时表示，公司的产品主要应用于 电气设备绝缘材料、风电叶片、有机光电材料、复合材料、涂料、电子元器件封装材料等多个领域。具 体经营信息请关注公司定期报告。 ...

截至9月30日，朗迪集团股东户数2.42万，较上期增加50.03%；人均流通股7647股，较上期减少 33.09%。2025年1月-9月，朗迪集团实现营业收入14.96亿元，同比增长4.75%；归母净利润1.76亿元，同 比增长32.26%。 资料显示，浙江朗迪集团股份有限公司位于浙江省余姚市朗霞街道朗马路188号，成立日期1998年3月9 日，上市日期2016年4月21日，公司主营业务涉及家用空调风叶、机械风机、复合材料三个业务板块。 主营业务收入构成为：家用空调风叶59.42%，机械风机26.97%，复合材料11.53%，其他产品2.07%。 朗迪集团所属申万行业为：家用电器-家电零部件Ⅱ-家电零部件Ⅲ。所属概念板块包括：创投、小盘、 机器人概念、家用电器、热泵概念等。 1月9日，朗迪集团盘中上涨2.22%，截至13:21，报25.34元/股，成交2.21亿元，换手率4.82%，总市值 47.04亿元。 资金流向方面，主力资金净流出434.57万元，特大单买入1285.76万元，占比5.83%，卖出2030.09万元， 占比9.20%；大单买入4223.19万元，占比19.13%，卖出3913.44万元， ...

证券日报网讯1月8日，华正新材（603186）在互动平台回答投资者提问时表示，公司主要从事覆铜板及 粘结片、复合材料和膜材料等产品的设计、研发、生产及销售，产品广泛应用于5G通讯、服务器、数 据中心、半导体封装、新能源汽车、智慧家电、医疗设备、轨道交通、绿色物流等领域，公司直接下游 客户为PCB企业，其覆盖的应用领域，公司均有相应的产品适配。 ...

卫星制造与应用：卫星平台及载荷、卫星部组件制造、卫星数据接收与处理。 航天高端制造：复合材料、特种金属加工、精密仪器仪表、智能制造。 航天信息技术：测控通信、卫星互联网应用、航天大数据平台。 与航天产业发展关联性较强的其他项目。 来源：酒泉市财政局 近日，酒泉航天产业投资基金公开招GP。 酒泉航天产业 投资基金总规模预设为5亿元人民币，基金存续期为8年（其中前5年为投资期，后3年为 退出期），基金主要采取直接参股投资方 式，引导支持酒泉航天产业发展。具体投资领域如下： 火箭发射场：火箭发射工位及场地。 火箭研制发射服务配套：发动机部件、导航控制系统、地面支持设备、发射场专用设施研制供应。 论坛： 新一批敲钟人，已在路上 荐读： 重新发现香港：科创时代的新蓝图 榜单： 全国首只AIC产业母基金来了 热文： 投资人"忙疯了" 每日｜荐读 ...

每经AI快讯，中成股份（SZ 000151，收盘价：12.01元）12月29日晚间发布公告称，公司第九届第三十 二次董事会会议于2025年12月29日在北京市东城区安定门西滨河路9号中成集团大厦公司会议室召开。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 张明双） 2025年1至6月份，中成股份的营业收入构成为：成套设备进出口收入占比58.27%，复合材料生产占比 21.72%，环境科技占比19.87%，其他业务占比0.14%。 截至发稿，中成股份市值为41亿元。 ...

每经AI快讯，华正新材（SH 603186，收盘价：42.78元）12月22日晚间发布公告称，截至本公告披露 日，公司及子公司对外担保总额为37.98亿元，占公司2024年度经审计净资产的260.98%；公司为子公司 提供的担保余额约为13.21亿元，占公司2024年度经审计净资产的90.77%。 每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 王瀚黎） 2024年1至12月份，华正新材的营业收入构成为：复合材料占比97.76%，其他业务占比2.24%。 截至发稿，华正新材市值为61亿元。 ...

Core Viewpoint - Nanjing Steel has been recognized for its strong competitiveness and ESG performance, achieving the highest ratings in both categories for the 2025 assessment, showcasing its ability to balance economic and social value in the steel industry [1][2]. Group 1: Competitiveness and ESG Ratings - Nanjing Steel has received an A+ rating for competitiveness (development quality) for nine consecutive years and an AAA rating for ESG for three years [1][2]. - The 2025 competitiveness rating evaluated 109 companies, with 16 achieving A+ and 10 receiving AAA ratings, positioning Nanjing Steel in the "first tier" of domestic steel enterprises [2]. Group 2: Technological Advancements and Product Development - Nanjing Steel has completed 215 products and technologies that meet international advanced standards, demonstrating its capability in high-end materials and green manufacturing [3]. - The company focuses on advanced steel materials, providing essential high-performance materials for major national projects and advanced manufacturing needs [3]. Group 3: Environmental and Social Responsibility - Nanjing Steel has achieved ultra-low emissions across all processes, becoming the first long-process steel enterprise in Jiangsu Province to receive an A-level environmental performance rating [4]. - The company has established a three-tier ESG governance structure and has been recognized as a national industrial tourism demonstration base, reflecting its commitment to sustainable development [4]. Group 4: Future Development Strategy - Nanjing Steel aims to enhance its competitiveness through smart manufacturing and deep collaboration across the supply chain, positioning itself for high-quality development [5]. - The company is expanding globally, establishing a global procurement and marketing network, and integrating overseas resources to enhance its value chain [5][6]. Group 5: Business Ecosystem Development - Nanjing Steel is building three business ecosystems: industrial chain, smart manufacturing services, and green low-carbon initiatives, focusing on resource security and cost advantages [6]. - The company is enhancing its digital transformation and modern industrial service platform to support manufacturing enterprises in their digital upgrades [6].

Core Viewpoint - The article discusses the future of China's hard technology industry, emphasizing the transition from "single-point breakthroughs" to "ecological collaboration" and the establishment of sustainable business loops over the next five years [1]. Group 1: Chip Industry - The domestic chip industry is under scrutiny, particularly with the recent approval of NVIDIA's H200 chip for sale in China, which poses a challenge for domestic companies like Muxi Co., a successful case incubated by patient capital [3]. - Muxi's CTO, Yang Jian, highlights that the focus on supply chain security has surpassed mere technical parameters, indicating a shift in customer procurement logic from "technological superiority" to a comprehensive consideration of "safety, cost, and long-term service" [3]. - Yang believes that within 2-3 years, China can establish a complete closed loop for robot chips, which presents a critical window for domestic chips amid the competition from NVIDIA [3]. Group 2: EDA Tools - The autonomy and control of EDA tools are crucial for chip design, with a recognition of the conflict between the capital's desire for quick returns and the high investment and long cycles inherent in EDA [4]. - The vice president of Hejian Technology, Wu Xiaozhong, notes that capital investors, such as the National Big Fund, are showing greater patience, which is a positive change for the industry [4]. - The company is transitioning from single-point tool breakthroughs to a full-process layout, with a complete solution from software simulation to hardware prototype verification, particularly optimized for domestic intelligent computing chips [4]. Group 3: Robotics - Cloudy Technology's vice president, Xie Yunpeng, reports that their service robots have been deployed in nearly 40,000 enterprises, with over 500 million service instances expected in 2024 [4]. - Xie emphasizes that the challenge is not just in manufacturing but in enhancing product intelligence by integrating large model capabilities [5]. - The company is exploring an open mobile platform ecosystem, inviting partners to co-create upper-layer applications, moving beyond existing products [5]. Group 4: New Materials - The value of new materials is often overlooked, yet they are fundamental to system performance, as highlighted by Tang Xuan, secretary of the board at Nalin Weina Technology [6]. - The company has developed composite materials by nano-sizing rare metals and evenly dispersing them in plastic substrates, achieving significant energy-saving effects in sectors like aviation and high-speed rail [6]. - Tang emphasizes the shift from a "procurement relationship" to a "co-developer" model with clients, which is seen as a core innovation model for the next five years in the materials field [6]. Group 5: Industry Collaboration - The five executives agree on the importance of collaboration across different sectors, stating that the era of individual breakthroughs is over [6]. - They stress that only through upstream and downstream cooperation can the industry shorten verification cycles, co-build testing scenarios, and share innovation dividends, transforming "usable" into "well-used" and making "domestic" the preferred choice [6].

未来五年中国硬科技产业如何从"单点突破"迈向"生态协同"，并构建可持续的商业闭环。 18日，在2025第一财经资本年会上，来自机器人、芯片、EDA软件及新材料领域的五家代表性企业——云迹科技、上海开普勒机器人、沐曦股份、合见工 软与纳琳威纳米科技的高管齐聚一堂，共同探讨了未来五年中国硬科技产业如何从"单点突破"迈向"生态协同"，并构建可持续的商业闭环。 终端应用是技术价值的最终体现，机器人也是当下的热门行业。云迹科技副总裁谢云鹏分享了一组亮眼数据：公司的服务机器人已落地近4万家企业客户， 包括酒店、工厂、商超、医院等多元场景，2024全年服务次数超5亿次。他表示，目前生产制造环节已不是服务型机器人最大的挑战，而是如何在产品上叠 加大模型的通用的能力实现进一步的智能化。 谢云鹏强调，未来机器人不仅是B端降本增效的工具，更要泛在化地融入日常生活。为此，云迹正探索开放的移动平台生态，邀请合作伙伴共创上层应用。 他呼吁上游伙伴与终端厂商"双向奔赴"，共同面向未来场景研发，而非固守现有产品。 作为算力基石，芯片的国产化进程一直备受关注。刚刚在科创板上市的沐曦股份作为耐心资本孵化出的成功案例在会场上频频被"cue"，但在 ...

格隆汇12月19日丨鑫铂股份(003038.SZ)在互动平台表示，公司的复合材料研发目前主要应用在新能 源、机器人、低空经济等领域。 ...