稀土矿山（资料图，Reuters） 中国商务部1月6日宣布，根据《中华人民共和国出口管制法》等，即日起禁止所有两用物项对日本军事 用户、军事用途，以及一切有助于提升日本军事实力的其他最终用户用途出口。商务部没有透露是否含 有稀土。从纯电动汽车（EV）到武器，重稀土被认为在高科技产品中不可或缺。 中国政府除了禁止向日本涉及军事的客户出口之外，还禁止一切有助于提高日本军事实力的出口。在 EV电机磁铁的制造中使用稀土的Proterial公司（原日立金属）表示，"本公司产品完全没有用于军事用 途"。 由于稀土被广泛使用，因此无法全面掌握产品出厂后的流向，也有业界相关人士认为"很难断言绝对没 有用于军事用途"。 | 个位三厂 | 汉丛书丁李仙 | | --- | --- | | 企業名 | 用途 O IOB | | 村田製作所 | 智能手机和AI服务 汽车、 | | | 器等使用的电容器 | | 信越化学工業 | EV等电动汽车电机磁铁 | | プロテリアル | | | 大同特殊鋼 | | | TDK | 中文网 | | 三井金属 | 液晶面板制造用研磨材料 | | 美蓓亚三美 | 智能手机摄像头的驱动装置 | | 安 ...

"目前，项目建设已进入全面冲刺阶段。"项目负责人表示，去年2月圆通航空与广州飞机维修工程有限 公司签署战略合作协议，项目建设就按下"快进键"。按照计划，现场建筑施工将于今年3月底完工，建 成投运后将为秀洲临空经济高质量发展注入强劲动力。 实体经济领域同样热潮涌动，与临空产业项目齐头并进。"今年我们还要上马5条产线！"浙江华阗光电 有限公司负责人王建刚步履不停。眼下企业订单纷至沓来，现有产能难以满足市场需求，扩产提能迫在 眉睫。作为专业研发生产液晶面板、显示模块等产品的高新技术企业，华阗光电产品广泛应用于手机、 汽车、工业控制等多个关键领域。2025年，企业将新生产基地从深圳迁至秀洲区王江泾镇，仅用90天便 完成从签约到投产的"飞跃"。该项目总投资2.5亿元，租用标准化厂房约2万平方米，计划新建液晶模组 产线12条，全面达产后预计年产值可达2.5亿元至3亿元。 （来源：嘉兴日报） "多亏了高标准厂房，企业实现'拎包入住'，省去大量建设时间。"王建刚坦言，春节过后企业将立刻启 动新生产线安装，全速推进项目进度，力争早日投产达效。 转自：嘉兴日报 交通是区域发展的"动脉"，更是冲刺开局的重要支撑。秀洲区以路网建设为 ...

Group 1 - The core business of Kosen Technology includes precision die-casting, forging, stamping, CNC, laser cutting, laser welding, MIM, and precision injection molding, primarily serving well-known clients such as Apple, Amazon, Google, and Medtronic [2] - The revenue composition of Kosen Technology is as follows: 76.75% from consumer electronics components, 10.58% from new energy-storage business, 8.10% from medical surgical instrument components, 3.33% from other precision metal components, and 1.23% from other sources [2] - As of September 30, Kosen Technology had 94,300 shareholders, an increase of 27.57% from the previous period, with an average of 5,884 circulating shares per person, a decrease of 21.61% [2] Group 2 - On January 6, Kosen Technology's stock fell by 1.20%, with a trading volume of 1.279 billion yuan [1] - The financing buy amount for Kosen Technology on January 6 was 152 million yuan, while the financing repayment was 160 million yuan, resulting in a net financing buy of -7.3793 million yuan [1] - The total financing and securities lending balance for Kosen Technology as of January 6 was 700 million yuan, with the financing balance accounting for 6.39% of the circulating market value, indicating a high level compared to the past year [1]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月6日消息，据报道，近日，LGD烟台模组厂宣布大裁员，全员解散，涉及超1000人，一般赔偿N+1。 去年，公司已将广州大型液晶面板和模组工厂出售给TCL科技旗下的TCL华星，正式退出中国 液晶面板业务。 此次烟台厂设备转移越南、厂房拟售，进一步巩固这一战略。随着液晶面板前端生产逐步停 产，后段模组基地作用日益减弱，LGD将更多资金与精力投入OLED领域，以应对中国面板厂 商的强势追赶。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 据消息人士透露，此前LGD烟台模组厂已经将一部分设备机台转移至越南，剩下的设备可能继续转至 越南，厂房可能会出售。 此前，业内人士透露， LG Display 正在研究出售位于烟台LCD模组工厂。此次出售正在内部协商，没 有单独顾问的参与，估计出售金额达数千亿韩元。 公开资料显示，烟台模组厂作为LGD在中国的重要LCD后段基地，成立于2010年，距今 ...

央广网北京1月4日消息（记者刘军 吴俊 安徽台记者孙玲娟）据中央广播电视总台中国之声《新闻 和报纸摘要》报道，党的二十届四中全会提出，优化区域经济布局，促进区域协调发展。安徽省正扎实 推进长三角一体化发展，全面服务和融入国家发展战略。系列报道《四中全会精神在基层》今天推出： 《长三角一体化的"奋进之路"》。 这段时间，连接江苏南京与安徽马鞍山的宁马城际铁路马鞍山段顺利通过项目工程验收，正转 入"不载客试运行"。马鞍山市推进长三角一体化发展研究服务中心主任苏丽丽介绍，这条跨省城际铁路 开通运营后，可实现两地中心城区之间30分钟直达。 苏丽丽：我们合力推动建立长三角轨道交通一体化的运营新机制，共同出资设立的苏皖轨道交通运 营公司，更好服务长三角人民群众便捷出行和经济快速发展。 在安徽池州经济技术开发区，这里的一家半导体企业生产线正开足马力生产。企业生产部门负责人 王贝介绍，通过与长三角地区的科研机构合作，这家企业成功突破了半导体设备核心零部件制造的多项 技术瓶颈。 安徽省交通运输厅综合规划处副处长张翔表示，"轨道上的长三角"建设正不断提速，苏皖跨省城 际、市域铁路将实现运营一体化。安徽高速公路连通长三角省际主通道 ...

编者按：当前，发展新质生产力已成为推动高质量发展的内在要求和重要着力点。国有企业作为国民经济的中坚力量，在这一进程中肩负着重要使命。重 庆，立足西部大开发重要战略支点，国有企业更以"排头兵"的姿态，积极投身新质生产力的探索与实践。为系统展现重庆国企在发展新质生产力中的行动与 思考，央广网重庆频道策划推出融媒体报道《国企渝进》，通过深入一线调研、对话企业代表、剖析典型样本，多维度探索重庆国企高质量发展新质生产力 的实施路径，为"十五五"时期重庆乃至西部的产业升级和高质量发展提供前瞻性思考和案例支撑。 近日，沐曦集成电路（上海）股份有限公司正式登陆科创板，开盘后股价持续走高，一度涨超700%，总市值超3300亿元，成为国内高性能GPU赛道引人瞩 目的上市案例。其背后重要投资方，重庆渝富控股集团通过成渝双城基金布局战略性新兴产业，以"链式投资"助推地方产业集群升级。 培育新质生产力，关键在于形成具有强大竞争力的现代产业集群。重庆渝富控股集团紧扣国家战略和区域发展需要，以精准的"链式投资"布局，在巴渝大地 上绘就了一幅产业大升级、集群大发展的壮阔画卷。 培育标杆 系统性赋能铸就新能源汽车产业极核 在智能网联新能源汽车 ...

截至9月30日，彩虹股份股东户数8.25万，较上期增加5.84%；人均流通股43461股，较上期减少5.52%。 2025年1月-9月，彩虹股份实现营业收入86.39亿元，同比减少4.04%；归母净利润3.79亿元，同比减少 69.14%。 分红方面，彩虹股份A股上市后累计派现4.74亿元。近三年，累计派现0.00元。 12月31日，彩虹股份盘中上涨2.34%，截至13:21，报6.57元/股，成交2.52亿元，换手率1.09%，总市值 235.76亿元。 资金流向方面，主力资金净流入1018.40万元，特大单买入2307.25万元，占比9.17%，卖出1367.94万 元，占比5.43%；大单买入5639.87万元，占比22.41%，卖出5560.78万元，占比22.09%。 彩虹股份今年以来股价跌20.07%，近5个交易日涨3.63%，近20日涨3.30%，近60日涨11.54%。 资料显示，彩虹显示器件股份有限公司位于陕西省咸阳市秦都区高新技术产业开发区星火大道9号，成 立日期1992年7月29日，上市日期1996年5月20日，公司主营业务涉及基板玻璃、显示面板的研发、生产 与销售。主营业务收入构成为： ...

Group 1 - TrendForce predicts that TV panel prices will stop declining in December, while monitor panel prices are expected to remain stable, and some laptop panel prices may decrease [1][2] - Innolux's chairman, Hong Jin-yang, mentioned that the fourth quarter is traditionally a slow season, and there are ongoing efforts regarding the anticipated price increases for the first quarter of next year [1][3] - Innolux reported a consolidated revenue of NT$171.24 billion (approximately RMB 38.84 billion) for November, a decrease of 6% month-over-month and 9% year-over-year, with a cumulative revenue of NT$2,053.14 billion (approximately RMB 465.65 billion) for the first eleven months of the year, reflecting a year-over-year increase of 3.4% [3] Group 2 - The company anticipates a decline in shipments of non-display, commercial display, and consumer display products by 1% to 3% in the fourth quarter due to the traditional off-season and economic uncertainties [3] - Innolux is committed to dynamically adjusting its product mix and improving operational efficiency in response to market changes, while also focusing on a dual-track transformation strategy to deepen its layout in non-display sectors [3]

Investment Rating - The report suggests an "Overweight" rating for the electronic industry, indicating an expectation that the industry index will outperform the market index by more than 10% in the next six months [32]. Core Insights - The electronic sector has shown strong performance, with a cumulative increase of 41.56% this year, outperforming the CSI 300 index by 26.01 percentage points [10][11]. - The report highlights a trend of price increases among copper-clad laminate manufacturers due to rising copper prices and tight supply of glass fabric, with price hikes ranging from 5% to 10% [19][28]. - The demand for electronic products is expected to grow significantly, particularly with the adoption of M8.5+ materials in new GPU and ASIC platforms, which will enhance the value of copper-clad laminate products [28]. Summary by Sections 1. Market Review and Valuation - The SW electronic sector has outperformed the CSI 300 index by 2.26 percentage points over the past two weeks and ranks 4th among industries [10]. - As of December 4, the PE TTM for the SW electronic sector is 57.58 times, placing it in the 95.69th percentile for the past five years [11][15]. 2. Industry News - A report predicts that global computing power will increase by over 70 times in the next decade, with significant investments in ground-based intelligent computing centers [19]. - Amazon's AWS has launched a new AI training chip, Trainium 3, which is expected to be more cost-effective and efficient than NVIDIA's GPUs [19]. 3. Company Announcements - On November 30, Huadian announced its application for H-share listing on the Hong Kong Stock Exchange [18]. 4. Industry Data - In Q3 2025, global smartphone shipments reached 323 million units, a year-on-year increase of 2.57% [20]. - The price of various sizes of LCD panels has decreased slightly, with 32-inch panels priced at $33, reflecting a month-on-month decline [22]. 5. Weekly Insights - Following price increases from Taiwan's Nanya Plastics, the report notes that the trend of price hikes for copper-clad laminates is likely to continue due to high raw material costs and strong demand from PCB manufacturers [28]. 6. Key Stocks to Watch - The report identifies several companies to monitor, including: - Huadian (002463.SZ) with a revenue increase of 49.96% year-on-year [29]. - Lixun Precision (002475.SZ) benefiting from strategic acquisitions and market expansion [29]. - Shenghong Technology (300476.SZ) with a significant profit increase driven by high-end PCB production for AI and data centers [29].

Core Viewpoint - The 2025 World Intelligent Manufacturing Conference opened in Nanjing, where 15 leading intelligent factories, including Zoomlion, jointly released an initiative to outline a new blueprint for intelligent manufacturing development. Zoomlion has been recognized for overcoming challenges in the heavy equipment industry and establishing a world-class collaborative intelligent factory cluster for construction machinery, representing the highest level of Chinese manufacturing [1][2]. Group 1: Intelligent Factories - The 15 leading intelligent factories span various industries, including equipment manufacturing, raw materials, electronic information, and consumer goods [2]. - In the equipment manufacturing sector, notable factories include Shanghai Aerospace Equipment Manufacturing Factory, XCMG Heavy Machinery, Weichai, and Zoomlion's excavator sharing manufacturing intelligent factory [2][3]. - Zoomlion's excavator sharing manufacturing intelligent factory boasts an AI technology application rate exceeding 80%, achieving a production cycle of just 6.5 days from steel plate cutting to complete machine delivery, with a production rhythm of one excavator every six minutes, marking the shortest core indicators in the global construction machinery sector [3]. Group 2: Industry Trends - The engineering machinery industry is showing signs of recovery, with improved sales data for excavators and loaders anticipated in 2025 [5][6]. - The industry is transitioning to "National IV" standards starting December 1, indicating regulatory changes that may impact production and sales [5]. - Domestic sales have seen a continuous decline for 13 months, while exports have surged over 70%, suggesting a potential shift in market dynamics [5].