核心提示 省委十一届十次全会明确提出，做好"原字号""老字号""新字号""外字号"强产业大文章。这是一场立足 省情、观照全局、指向未来的系统性产业行动部署。 河南产业家底厚实，但唯有转型升级方能激发持久动能。"老字号"如何焕新、在传承中突破，"原字 号"如何跃升、在根基上生长，"新字号"如何壮大、在创新中领跑，"外字号"如何拓展、在开放中图 强，这四篇文章，篇篇关乎发展质量，紧扣竞争优势。岁末之际，本报记者从产业一线带来这组观察， 共同见证并思考中原大地如何以四张产业答卷"拼"出高质量发展新图景，夯实现代化河南建设的坚实脊 梁。 做深 原字号 资源产业点石成金 三门峡朝辉铜业的铜箔被加工至微米级，飞入中国空间站天和核心舱；多氟多点"氟"成金，将高品质电 子级氢氟酸打入国际芯片巨头供应链；洛阳钼业提取的稀有金属，成为动力电池的关键成分——这些源 自中原大地的原材料，正以前所未有的精度与强度，深刻定义着现代工业的高度。 河南有不少"原字号"产业，矿业、钢铁、有色金属、建材、化工等，这些看似传统的领域，实则是经济 大厦不可撼动的基石。我省凭借深厚的资源积淀与产业底蕴，正将这种"原"动力，锻造成驱动高质量发 展的核心 ...

证券日报网12月24日讯 ，诺德股份在12月23日回答调研者提问时表示，公司高度重视铜价波动对经营 的影响，公司产品的定价模式为"铜价+加工费"，公司根据铜价调整产品价格，同时公司也已经通过套 期保值工具及弹性采购策略有效传导和缓冲成本压力。铜价的飞涨，进一步加大客户加速迭代使用极薄 铜箔的动力。1GWH的电池使用4.5微米产品比使用6微米的产品，可以显著减少用铜成本1000多万（减 少用铜100多吨），同时能提升7%至8%的能量密度。对于公司的高端极薄铜箔的推广，有正向影响。 （编辑 姚尧） ...

Core Viewpoint - Wenzhou Hongfeng (300283) has developed a new "high-performance Ag/WC composite contact material" that addresses the reliance on imports and is recognized as one of the first new materials in China, crucial for the safe operation of new energy DC load electrical equipment [1][2] Group 1: Product Development and Market Position - The new Ag/WC composite contact material has achieved international advanced levels in key indicators such as resistivity, hardness, and contact temperature rise, significantly improving arc erosion resistance compared to imported products [2][4] - The company has successfully broken the foreign monopoly in three major fields with its core products, including the high-performance contact materials for new energy applications [2][5] - The company has also achieved breakthroughs in ultra-thin copper foil manufacturing technology, addressing industry pain points and establishing a stable supply [3] Group 2: Industry Context and Growth Potential - China's dependence on foreign high-end contact materials is high, with a 64.8% overall dependency and 82% for high-performance silver-nickel contact materials, indicating a significant market opportunity for domestic alternatives [1][2] - The "New Materials Industry Development Guide" aims for a self-sufficiency rate of over 85% for contact materials by 2030, creating a market space of 30 billion yuan annually for domestic replacements [2] - The lithium battery copper foil market is expected to maintain a compound annual growth rate of around 20% from 2025 to 2030, with the market size projected to exceed 220 billion yuan by 2030 [2] Group 3: Financial Performance and R&D Investment - In 2024, the company achieved a revenue of 3.135 billion yuan, reflecting an 8.09% year-on-year growth, supported by its diverse product offerings and strong customer base [4] - The company invested 90.5145 million yuan in R&D in 2024, a 6.84% increase from the previous year, and has accumulated 144 authorized patents, including 106 invention patents [4] - The company has established a technology transfer system that enhances R&D efficiency and has become one of the largest domestic producers of contact materials, serving major international and domestic clients [4]

Group 1 - GreeMe signed a memorandum of understanding with ASCENDELEMENTS to explore collaboration in the European battery recycling and materials sector, aiming to establish a leading lithium battery recycling system in Europe [1] - The collaboration is expected to enhance the lifecycle value chain of new energy in Europe and strengthen GreeMe's position in the global battery recycling market [1] - The memorandum outlines the framework for cooperation but acknowledges uncertainties in specific implementation [1] Group 2 - Hailiang Co. has achieved mass production capability for new nickel-plated copper foil products suitable for solid-state batteries, receiving positive feedback from leading battery manufacturers [2] - The company continues to innovate in the copper foil sector, particularly with ultra-thin and high-performance copper foil products, demonstrating its competitiveness in the new energy battery materials market [2] Group 3 - The average transaction price of multi-crystalline silicon N-type recycled materials increased by 8.57% week-on-week, reaching 53,200 RMB per ton [3] - The market remains stable in terms of transaction volume, but the number of mainstream signing enterprises has increased to six, indicating a tightening supply situation [3] - The price increase is attributed to first-tier companies reaching their sales limits, leading to a temporary supply tightness, while optimistic market sentiment supported by national policies is expected to maintain a strong price trend [3]

Core Viewpoint - The economic growth of Huai'an is driven by a strong focus on project development, industrial growth, and proactive government initiatives, leading to significant investment and job creation. Group 1: Economic Performance - Huai'an achieved a GDP growth rate of 6.8%, leading the province, following a 7.1% growth in 2024, showcasing its strong economic momentum [1] - The city signed 576 industrial projects worth over 100 million yuan, with a total investment of 274.05 billion yuan, indicating a robust project pipeline [2] - The city created 24,379 new urban jobs in the first half of the year, with a growth rate of 7.95% [3] Group 2: Project Development - The construction of a modern factory by Zhongcheng Caihong Technology is progressing rapidly, expected to generate an annual output value of 7 billion yuan and create 700 jobs [2] - Huai'an is focusing on cultivating strategic emerging industries, aiming for a historic breakthrough in advanced manufacturing clusters [2] Group 3: Consumer Activity - Huai'an's consumer spending surged, with commercial complexes and night economy areas generating 33.6 million yuan in revenue during a recent event, a 33% increase from the previous weekend [4] - The city recorded a total retail sales of consumer goods of 103.994 billion yuan, a year-on-year increase of 6.0% [5] Group 4: Government Initiatives - The local government has implemented policies to support project development and enhance the working environment for officials, resulting in a culture of accountability and proactive service [7][8] - Huai'an has introduced a series of measures to encourage innovation and project execution, including a framework for accountability and support for outstanding performers [8]

Core Viewpoint - The Chinese electronic circuit copper foil industry is experiencing rapid development and transformation, driven by the growth of emerging industries such as 5G communication, new energy vehicles, and the Internet of Things, with a projected sales volume of 440,000 tons in 2024, representing a year-on-year increase of 7.32% [1][12]. Industry Overview - Electronic circuit copper foil is a cathodic electrolytic material used as a core conductor in printed circuit boards (PCBs), facilitating electrical connections between electronic components [2]. - The industry can be categorized into electrolytic copper foil and rolled copper foil based on production processes [2]. Industry Development History - The industry has evolved through four stages: 1. Initial stage (1950s-1970s) focused on manual production with low product variety and quality [4]. 2. Localization stage (1980s-1990s) marked by increased demand and technology imports, leading to improved production techniques [4]. 3. Rapid development stage (2000s-2010s) where China became the largest producer globally, emphasizing technological innovation [5]. 4. High-end transformation stage (2010s-present) driven by new industries, with a focus on high-performance materials like ultra-thin copper foil [6]. Industry Supply Chain - The supply chain includes raw materials such as copper and sulfuric acid, production equipment like cathode rollers and foil machines, and downstream applications in communication devices, consumer electronics, and automotive electronics [8]. Market Size - The demand for electronic circuit copper foil is on the rise, with a projected sales volume of 440,000 tons in 2024, reflecting a 7.32% increase year-on-year [12]. Key Companies' Performance - The industry features leading companies such as Jiantao Copper Foil, Nanya Copper Foil, and Copper Crown Copper Foil, with 14 companies reporting sales over 10,000 tons, and five exceeding 20,000 tons [14][16]. - Notable companies include: - Jiantao Copper Foil: Largest domestic producer with advanced technology and a complete supply chain [16]. - Nanya Copper Foil: Strong in high-end copper foil technology [16]. - Copper Crown Copper Foil: Leader in RTF copper foil production, with significant revenue growth [16][18]. Industry Development Trends 1. **Technological Upgrades and High-end Development** - The industry is focusing on high-frequency, high-speed copper foil and ultra-thin products, with domestic companies achieving significant breakthroughs [20]. 2. **Market Demand Changes and New Application Areas** - The growth of 5G communication and new energy vehicles is driving demand for electronic circuit copper foil, particularly in high-performance applications [21][22]. 3. **Industry Chain Collaboration and Global Layout** - Companies are increasingly collaborating within the supply chain and expanding globally to enhance competitiveness and market presence [23].