在全球贵金属新材料巨头加速全球化布局的背景下，"出海"已形成双向流动：国际企业深入中国市场布 局，中国企业亦面临走向全球的机遇与挑战。对比优美科、贺利氏等企业，国内企业在全球资源整合、 技术协同与本土化运营等方面仍存差距。其通过全产业链闭环、区域合资、技术投资等模式，强化资源 控制与市场渗透，实现全球化布局。 我国贵金属新材料企业出海需跳出单一贸易思维，构建"资源-材料-回收"全球循环体系，推动商业模式 向技术驱动与服务延伸升级。与此同时，与国家新一轮"找矿"行动相协同，通过海外资源合作、国际回 收网络搭建，提升关键金属自主保障能力，在全球化竞争中筑牢产业链韧性。 具体来看，优美科、贺利氏、庄信万丰、田中贵金属等全球龙头企业不断提升全球化布局，完善产业链 布局，对国内贵金属新材料企业出海具有借鉴意义。 在贵金属资源方面，完善循环利用业务实现贵金属资源的高效回收，构筑贵金属产品全生命周期服务能 力。 贺利氏 重点布局贵金属及回收、医疗健康、半导体与电子、工业应用四大领域，围绕精细化工业应用场景，依 托材料技术与终端应用的深度融合，构建了较高的技术壁垒。 构建多元化协同发展模式 优美科 以电池材料、催化剂、循环利 ...

Core Viewpoint - The company, Zhongchumai (688267.SH), has no current involvement in the pharmaceutical, fuel cell, or hydrogen green ammonia catalyst sectors [1] Group 1 - Investors inquired about the company's layout in pharmaceuticals, fuel cells, and hydrogen green ammonia catalysts [1] - The company confirmed that its main products do not currently include any related developments in the mentioned areas [1]

Core Insights - The collaboration between Jiangsu University of Science and Technology and Zhenjiang High-tech Zone marks a significant step in transforming technological achievements into practical applications in the advanced shipbuilding and marine engineering sector [1][2] - The first technology transfer and transformation center in this field in Jiangsu province has been established, aiming to create a platform that integrates government, industry, academia, research, and finance [2] Group 1: Technology Transfer and Collaboration - The technology transfer event showcased 10 promising technologies in the shipbuilding and marine engineering field, attracting 8 venture capital firms and 10 industry chain enterprises for direct engagement [1] - The "quasi-zero stiffness vibration isolator" developed by Xia Zhaowang's team has successfully partnered with China Shipbuilding Group, indicating effective collaboration between academia and industry [1] - The "high-performance ultra-fine alloy materials" project led by Li Yang's team has achieved over 23 million yuan in sales in the first three quarters of this year, demonstrating rapid growth facilitated by the collaboration [1] Group 2: Strategic Goals and Future Plans - Jiangsu University of Science and Technology aims to establish a benchmark for the "dual high collaboration" model, enhancing the integration of technological and industrial innovation [2] - The Zhenjiang High-tech Zone plans to introduce supportive policies for technological innovation and industry integration, fostering the growth of innovative leading enterprises and technology-based SMEs [2] - Since the collaboration began, over 50 matchmaking events have been conducted, resulting in 7 cooperative projects and attracting more than 600 million yuan in new research funding [3]

Industry Overview - Silver futures on the Shanghai Futures Exchange rose by 3.81%, reaching a historical high [1] - Gold prices have been consistently hitting historical highs this year, with silver prices also on the rise, as London spot silver prices surpassed $42 per ounce, marking a 14-year high and a cumulative increase of over 40% this year [1] - The main silver futures contract in Shanghai exceeded 10,000 yuan per kilogram, achieving a nearly 13-year high with a cumulative increase of over 30% this year [1] - Demand for investment silver bars has significantly increased, while orders for semi-finished jewelry products have decreased due to rising silver prices [1] Company Developments - Guiyan Platinum Industry is accelerating the establishment of an annual production capacity of 2,000 tons of Guiyan brand silver, aiming to solidify its position as the leading brand of green silver in China [2] - The company has signed a strategic cooperation agreement with Yihua Tong to actively seek collaboration opportunities in fuel cell catalyst product research and development, as well as platinum resource recovery [2] - Zhongjin Lingnan possesses silver metal resource reserves of 5,722 tons, along with cobalt reserves of 20,807 tons in its affiliated mines [3]