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黑龙江鸡西66家企业筑链打造百亿级石墨产业规模
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-09-11 23:17
在黑龙江省东南部,有一座城市正凭借其独特的资源优势与不懈的创新努力,在全球新材料产业的舞台 上崭露头角,它就是鸡西。在第七届中国国际新材料产业博览会上,鸡西石墨产业大放异彩,向世界展 示其最新的发展成效与无限潜力。 产业的健康发展离不开完善的配套体系。鸡西重点建设了麻山、恒山、滴道三个石墨产业园区,坚持特 色化、专业化、集约化方向,高标准推进污水处理厂、酸储中心、标准化厂房等基础设施改造升级,麻 山石墨园区、恒山石墨园区、滴道工业园区基础设施均达到"六通一平",日处理污水能力达到1.6万 吨。鸡西拥有国家级石墨产品质量检验检测中心,通过了国家认证认可监督管理委员会资质认定 (CMA)和中国合格评定国家认可委员会(CNAS)认可,检验能力达到118种产品、1085个参数,国 际标准和国外先进标准检验参数达到60%以上,石墨制品检验检测能力实现全覆盖,为鸡西石墨产品的 质量提供了坚实保障。同时,全国非金属矿标委会鳞片石墨分技术委员会、省石墨和石墨烯产品标准化 技术委员会均落户鸡西,使鸡西在行业标准制定方面拥有了更多话语权。目前,鸡西已主导制修订了4 项国家标准、2项行业标准、4项省地方团体标准和20项省地方标准, ...
易成新能:公司具有石墨电极行业的完整产业链
Zheng Quan Ri Bao Zhi Sheng· 2025-08-28 11:11
Group 1 - The core product of Yicheng New Energy is graphite electrodes, and the company possesses a complete industrial chain in the graphite electrode industry, including needle coke, binder pitch, ultra-high power graphite electrodes (UHPΦ350mm-Φ800mm), and special graphite materials [1] - The company focuses on "high-end carbon materials" and "new energy storage" as its core business [1] - In the first half of 2025, the company will achieve control over Meishan Lake Company through equity acquisition, further enhancing its graphite electrode production capacity, and currently has no plans to divest this company [1]
北交所科技成长产业跟踪第三十三期:中央财经委定调推进海洋经济高质量发展,关注北交所深海经济产业链企业
Hua Yuan Zheng Quan· 2025-07-07 08:58
Group 1 - The central government emphasizes the high-quality development of the marine economy, with the national marine GDP expected to reach 11.18 trillion yuan in 2025, reflecting a year-on-year growth of 5.9% in 2024 [4][11][20] - The marine economy's contribution to the national GDP is projected to be 7.8%, with 15 marine industries achieving a total added value of 4.3733 trillion yuan in 2024, growing by 7.5% [21][22] - The deep-sea technology sector is identified as a key area for development, with significant investments and strategic initiatives aimed at enhancing capabilities in underwater observation, construction, and resource extraction [9][30][31] Group 2 - The report identifies 11 companies within the deep-sea economic industry chain listed on the Beijing Stock Exchange, including Audiwei (ultrasonic underwater ranging sensors), Wantong Hydraulic (hydraulic cylinders for offshore drilling platforms), and Klete (ventilation and air treatment systems) [40] - The marine engineering equipment manufacturing industry in China is experiencing a recovery, with an expected added value of 112.6 billion yuan in 2025, following a growth of 9.1% to 103.2 billion yuan in 2024 [30][33] - The report highlights the increasing market interest in deep-sea technology, with emerging sectors such as deep-sea energy storage and carbon sequestration expected to drive future growth [31][32]
宁新新材(839719) - 关于投资者关系活动记录表的公告
2025-05-22 13:10
Group 1: Investor Relations Activities - The company conducted an investor relations activity on May 21, 2025, from 15:30 to 17:00 via the "Panorama Roadshow" interactive platform [3] - Participants included investors engaging in the "2025 Jiangxi Listed Companies Online Collective Reception Day" [3] - Company representatives included Chairwoman Deng Daqin, CFO Deng Congxiu, and Vice General Manager and Board Secretary Tian Jiali [3] Group 2: Key Questions and Responses - The company is involved in the development of solid-state battery materials, specifically special graphite materials, which are essential for solid electrolyte research and production [5] - The solid-state battery sector is considered a potential direction for the company's future development, although the industry is not yet fully industrialized and involves confidentiality agreements with clients [5] - The company is open to the possibility of introducing strategic investors or asset restructuring, with any such arrangements to be disclosed in accordance with regulations [5]
0511调研日报
2025-05-12 01:48
Summary of Conference Call Records Company and Industry Involved - **Kunlun Wanwei Technology Co., Ltd.** (昆仑万维) - **China Nuclear Technology Co., Ltd.** (中核科技) - **Zhonggang Tianyuan Co., Ltd.** (中钢天源) Key Points and Arguments Kunlun Wanwei Technology Co., Ltd. 1. **AI Commercialization Progress**: The company has made significant progress in AI commercialization, with monthly revenue from AI social applications exceeding $1 million, making it one of the fastest-growing Chinese AI applications overseas. As of March 2025, the annual recurring revenue (ARR) from AI music reached approximately $12 million, and the DramaWave platform's ARR reached $120 million, accelerating the AI commercialization process [1][2][3]. 2. **Upcoming Product Launch**: The company plans to launch the world's first productivity scenario general-purpose Agent platform, Skywork.ai, in mid-May 2025. This product focuses on high-frequency usage scenarios and consists of five expert-level AI agents optimized for various content types, supported by a research module comparable to OpenAI's quality [3]. 3. **DramaWave Performance**: As of the end of Q1, DramaWave generated approximately $10 million in monthly revenue, with a cumulative download exceeding 30 million and over 10 million monthly active users, positioning it among the top five in the industry and leading the Chinese short drama export sector [4]. China Nuclear Technology Co., Ltd. 1. **C14 Domestic Production**: The Qinshan Nuclear Power Plant has begun producing C14 isotopes commercially, reducing reliance on imports. This development is expected to enhance the company's profit margins, particularly for its products used in breath test diagnostics for Helicobacter pylori infections [5][7]. 2. **Nuclear Power Orders**: The company currently holds nearly $3 billion in nuclear power orders, distributed across several projects, including Jiangsu Xuwei Nuclear Energy Heating Power Plant and Fuzhou Nuclear Power projects. The nuclear power industry is entering a new development phase, benefiting from favorable policies [8]. 3. **Capacity Expansion**: The company has completed the first two phases of its nuclear capacity expansion, which allows for the production of valves for eight nuclear units simultaneously. The third phase, expected to be completed by the end of 2025, will increase this capacity to ten units [9]. Zhonggang Tianyuan Co., Ltd. 1. **Market Share in Manganese Tetroxide**: The company has achieved a 50% market share in battery-grade manganese tetroxide, with production capacity increasing from 5,000 tons to 35,000 tons since 2013. The product's performance and stability have contributed to its market acceptance [10]. 2. **Special Graphite Materials**: The company is involved in national-level key technology projects related to special graphite materials, with plans to undertake additional projects in 2024, which will inform its industrial development strategy [11]. 3. **NdFeB Demand Growth**: The company has a production capacity of 2,000 tons for NdFeB raw materials, covering the entire process from smelting to surface treatment. The demand for NdFeB products is increasing due to growth in the automotive and robotics sectors [12]. Other Important Content - The conference call records emphasize the importance of AI and nuclear technology advancements in driving future growth for the respective companies. The focus on domestic production capabilities and market leadership in specific sectors highlights strategic initiatives aimed at enhancing profitability and market presence [5][8][10].
中钢天源(002057) - 002057中钢天源投资者关系管理信息20250509
2025-05-09 08:58
Group 1: Company Overview and Market Position - The company operates in the inspection and testing industry, focusing on materials testing with a leading position in large infrastructure testing [2] - The market share for battery-grade manganese tetroxide is approximately 50%, with production capacity increased to 35,000 tons [2] - The company has a production capacity of 70,000 tons for metal products, primarily producing spring steel wire [3] Group 2: Product Development and Market Trends - The company has developed battery-grade manganese tetroxide since 2013, with market acceptance growing from 2,000-3,000 tons to 5,000 tons, and now reaching a capacity of 35,000 tons [2] - The price of manganese tetroxide is closely linked to the fluctuations in the price of electrolytic manganese, with stable pricing and good profitability [3] - The company is involved in national key technology projects related to special graphite materials, with plans for industrial development based on R&D progress [3] Group 3: Future Projects and Expansion - Ongoing construction projects are focused on inspection and testing, expansion of battery-grade manganese tetroxide, and metal products [3] - The company has a production capacity of 2,000 tons for neodymium-iron-boron, covering the entire process from smelting to surface treatment [3]
东方碳素:向不特定合格投资者公开发行股票并在北京证券交易所上市招股说明书
2023-06-12 14:02
证券简称: 东方碳素 证券代码: 832175 河南省平顶山市石龙区兴龙路 19 号 平顶山东方碳素股份有限公司 开源证券股份有限公司 保荐机构(主承销商) 1 平顶山东方碳素股份有限公司招股说明书 (西安市高新区锦业路 1 号都市之门 B 座 5 层) 本次股票发行后拟在北京证券交易所上市,该市场具有较高的投资风险。北京证券交易所主 要服务创新型中小企业,上市公司具有经营风险高、业绩不稳定、退市风险高等特点,投资者面 临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风险及本公司所披露的风险因 素,审慎作出投资决定。 中国证监会和北京证券交易所对本次发行所作的任何决定或意见,均不表明其对注册申 请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行人的盈利能力、 投资价值或者对投资者的收益作出实质性判断或者保证。任何与之相反的声明均属虚假不实 陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发行人自行负 责;投资者自主判断发行人的投资价值,自主作出投资决策,自行承担股票依法发行后因发 行人经营与收益变化或者股票价格变动引致的投资风险。 2 声明 发行人及全体董事 ...
东方碳素:招股说明书(注册稿)
2023-05-23 07:54
证券简称: 东方碳素 证券代码: 832175 河南省平顶山市石龙区兴龙路 19 号 平顶山东方碳素股份有限公司 本次股票发行后拟在北京证券交易所上市,该市场具有较高的投资风险。北京证券交易所主 要服务创新型中小企业,上市公司具有经营风险高、业绩不稳定、退市风险高等特点,投资者面 临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风险及本公司所披露的风险因 素,审慎作出投资决定。 开源证券股份有限公司 保荐机构(主承销商) (西安市高新区锦业路 1 号都市之门 B 座 5 层) 1-1-1 平顶山东方碳素股份有限公司招股说明书(注册稿) 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股票的法律 效力,投资者应当以正式公告的招股说明书全文作为投资决定的依据。 中国证监会和北京证券交易所对本次发行所作的任何决定或意见,均不表明其对注册申 请文件及所披露信息的真实性、准确性、完整性作出保证,也不表明其对发行人的盈利能力、 投资价值或者对投资者的收益作出实质性判断或者保证。任何与之相反的声明均属虚假不实 陈述。 根据《证券法》的规定,股票依法发行后,发行人经营与收益的变化,由发行人自行 ...
东方碳素:招股说明书(上会稿)
2023-03-17 11:44
证券简称:东方碳素 证券代码:832175 河南省平顶山市石龙区兴龙路 19 号 平顶山东方碳素股份有限公司 平顶山东方碳素股份有限公司招股说明书(申报稿) 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股票的法律 效力,投资者应当以正式公告的招股说明书全文作为投资决定的依据。 本次股票发行后拟在北京证券交易所上市,该市场具有较高的投资风险。北京证券交易所主 要服务创新型中小企业,上市公司具有经营风险高、业绩不稳定、退市风险高等特点,投资者面 临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风险及本公司所披露的风险因 素,审慎作出投资决定。 开源证券股份有限公司 保荐机构(主承销商) (西安市高新区锦业路 1 号都市之门 B 座 5 层) 发行人及全体董事、监事、高级管理人员、发行人的控股股东、实际控制人以及保荐人、 承销商承诺因发行人招股说明书及其他信息披露资料有虚假记载、误导性陈述或者重大遗漏, 致使投资者在证券发行和交易中遭受损失的,将依法承担法律责任。 保荐人及证券服务机构承诺因其为发行人本次公开发行股票制作、出具的文件有虚假记 载、误导性陈述或者重大遗漏,给投资者造 ...