【大河财立方消息】1月8日，广州市人民政府办公厅印发《广州市加快建设先进制造业强市规划（2024—2035年）》。 划重点： 结合国家发展战略、产业发展态势和广州条件禀赋，聚焦"2035年工业增加值翻一番"目标，聚力打造广州"12218"现代化产业体系，推动先进制造业和现代 服务业"两业融合"，产业数智化、绿色化"两化转型"，加快推进新型工业化，培育壮大15个战略性产业集群，大力发展智能网联新能源汽车、超高清视频与 新型显示、生物医药与健康、绿色石化与新材料、软件与互联网、智能装备与机器人等6个新兴支柱产业。 加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航空航天、生物制造等5个战略先导产业。 做大做强时尚消费品、轨道交通、船舶与海洋工程、智能建造与工业化建筑等4个特色优势产业。 前瞻布局6个未来产业，在具身智能、智能无人系统、前沿新材料等产业打造一批首试首用示范应用场景，以场景驱动前沿技术及产品加快熟化应用，力争 在5至10年内产业规模实现倍数级增长。 支持建设基于宽带移动互联网的智能网联汽车与智能交通应用示范区，加快推进国家5G车联网先导区建设。 支持在公共交通领域率先探索自动驾驶示范应 ...

原标题：我市每年产生3万吨枯枝落叶 你知道飘落的树叶去哪了吗？ 环卫车辆清运落叶 进入深冬，随着气温持续走低，兰州市近郊四区道路两侧仍有落叶飘落。为消除落叶堆积带来的安全隐患， 营造整洁安全的城市环境，近郊四区园林绿化和环卫部门组织保洁力量，对城区道路两旁、人行道及绿化带 内的落叶展开集中清理行动。 走访发现，近郊四区绿化工作人员与环卫工人分工协作，将人行道、绿化带及道路边缘的落叶集中归拢后清 运。西固区环卫中心福利路片区负责人介绍，每年10月上旬至12月中旬，城区大量落叶不仅影响市容，还可 能因雨雪浸泡致路面湿滑，或堵塞下水道引发积水，甚至存在火灾隐患，及时清理至关重要。 为提升清理效率，我市环卫部门采用"机械+人工"协同作业模式，在车流量少的路段用大型机械集中清扫，再 由人工精细化清扫。同时，针对不同树木落叶周期差异，制定分路段、分时段动态清扫计划，确保"落叶即 清、随产随运"。西固区环卫中心相关负责人表示，西固区每年清运的树枝、落叶超600吨。 树枝落叶可制成肥料，还能焚烧发电 环卫工清扫街面落叶 金城公园深秋时节草坪上铺满落叶 资料图片 每年10月上旬至12月中旬，随着大风天气和降温天气的来临，兰州市 ...

Core Viewpoint - The COA Orthopedic Academic Conference held from November 12 to 16 in Tianjin focused on digital technologies and intelligent methods in orthopedics, showcasing a wide range of products and technologies from leading medical device manufacturers and innovative companies [1] Industry Overview - The orthopedic industry is experiencing a turning point in operational performance as the three major segments of centralized procurement are gradually clearing [1] - The market share of domestic manufacturers is expected to increase post-centralized procurement, leading to a rise in industry concentration [1] Market Trends - The aging population is driving an increase in the penetration rate of orthopedic surgeries, which is expected to boost demand for orthopedic consumables [1] - Companies in the orthopedic consumables sector are actively expanding into surgical robotics, which is anticipated to enhance the volume of implantable consumables and create a closed-loop business model combining equipment and consumables [1] Growth Opportunities - Related companies are also exploring international markets, which may open up significant growth potential [1]

Core Viewpoint - The construction of key projects in the province is being accelerated before the winter season, with significant progress reported in various sites [2] Group 1: Project Overview - The Dongrui Biomaterials Industry Chain Project in Dalian's Songmu Island Chemical Industry Development Zone has completed the main structure of its first phase [2] - The project has a total investment of 2 billion yuan, funded by Shanghai Dongrui New Materials Co., Ltd [2] - Since its commencement in May, the project has received strong support from the Pu Wan Economic Zone to enhance construction efficiency [2] Group 2: Project Timeline - The first phase of the Dongrui project is expected to be completed by the second quarter of next year and will reach trial production conditions [2]

Core Insights - The 2025 International Biopharmaceutical Industry Innovation Forum highlighted the establishment of multiple key projects in Beijing Economic-Technological Development Area (also known as Beijing E-Town), marking it as a significant hub for the biopharmaceutical industry in China [1][4] - Major international and domestic pharmaceutical companies are investing in the BioPark, with Johnson & Johnson planning to build Asia's first innovation center and GE Healthcare establishing the second-largest medical equipment R&D center globally [1][2] Group 1: Key Projects and Developments - The BioPark will host several first-of-their-kind projects, including a medical device training center and a digital innovation center by Johnson & Johnson, and a medical imaging equipment innovation incubator by GE Healthcare [1][2] - The National AI Application Pilot Base for the medical field will be the largest in the country, focusing on biopharmaceutical manufacturing and providing various common service capabilities [2] - The establishment of the National Medical Products Administration's review center in the Beijing-Tianjin-Hebei region aims to enhance innovation efficiency for local pharmaceutical companies [2] Group 2: Ecosystem and Support Mechanisms - The "seven-in-one" industrial ecosystem in Beijing E-Town integrates various elements such as industry, policy, research, hospitals, finance, and services to drive development [3] - A new 2.0 version of the pharmaceutical health industry support policy was released, focusing on innovative drugs and high-end medical equipment, providing comprehensive support for enterprises [3] - A total of 50 billion yuan has been allocated for a biotechnology and health industry fund, alongside other funds to support high-quality development in the biopharmaceutical sector [3] Group 3: Future Outlook - With over 5,000 biopharmaceutical companies, Beijing E-Town is set to enhance its global innovation capabilities, aiming for a pharmaceutical health industry output value exceeding 120 billion yuan by 2027 [4] - The rapid establishment of key projects, such as AstraZeneca's $2.5 billion investment in a global strategic R&D center, exemplifies the "E-Town speed" in project execution [3]

Investment Rating - The industry investment rating is "Outperform the Market" [6] Core Insights - The Wind New Materials Index closed at 4848.42 points, down 5.2% week-on-week. Among six sub-industries, the semiconductor materials index fell 6.79%, while the display device materials index decreased by 4.64% [3][12] - Zhejiang Pengfulong Technology Co., Ltd. has restarted its IPO process, aiming to raise approximately 723 million yuan for various projects, including a future factory for high polymer materials [4][31] - Shenzhen has approved the overall planning of a high-end electronic chemical industry park, focusing on a "5+3+X" industrial system to enhance competitiveness and promote industrial clustering [4][34] Summary by Sections Overall Market Review - The Wind New Materials Index decreased by 5.2% this week, with notable declines in semiconductor materials and other related indices [3][12] - The top gainers included Xiangyuan New Materials (up 8.03%) and Changhong High-Tech (up 5.06%), while the largest losers were Lianrui New Materials (down 15.52%) and Jiuri New Materials (down 15.2%) [26][27] Recent Industry Hotspots - BASF and Xiaomi are expanding their collaboration to develop 100 new automotive paint colors over the next three years [30] - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant growth in downstream wafer fabrication plants [4][30] - The global PC shipment is projected to grow by 9.4% year-on-year in Q3 2025, reaching 75.8 million units, driven by Windows 11 upgrades and device replacements [34][35] - TSMC's market share in the pure wafer foundry market has surpassed 70%, reflecting strong demand driven by AI expansion [36][39] Key Companies to Watch - Focus on Tongcheng New Materials for its progress in import substitution in the photoresist sector [4] - Attention on Huate Gas for its integrated industrial chain in electronic specialty gases [4] - National Ceramic Materials is expected to maintain high growth across its three main business segments [4]

Core Viewpoint - The article discusses the recent IPO counseling registrations of four companies in China, highlighting their business focus, previous IPO attempts, and financial performance. Group 1: Company Overview - Zhejiang Pengfulong Technology Co., Ltd. (Pengfulong) has initiated its third attempt at an IPO after two previous unsuccessful attempts. The company focuses on special polymers and related applications, with a registered capital of 50.32 billion CNY [4][3]. - Hangzhou Zhongxin Wafer Semiconductor Co., Ltd. (Zhongxin Wafer) has shifted its IPO application from the Sci-Tech Innovation Board to the Beijing Stock Exchange after failing to list in 2022. The company reported a revenue of 13.5 billion CNY in 2024, with a 7% year-on-year growth, but has not yet achieved profitability [7][11]. - Shanxi Tengmao Technology Co., Ltd. (Tengmao Technology) is reapplying for an IPO on the Beijing Stock Exchange after previously withdrawing its application. The company specializes in refining catalysts and has shown strong revenue growth [14][15]. - Frank Technology (Shenzhen) Co., Ltd. (Frank) is preparing for an IPO on the Beijing Stock Exchange, reporting a net profit of 38.35 million CNY in the first half of 2025, marking a 99.3% year-on-year increase [17][18]. Group 2: Financial Performance - Pengfulong's revenue from 2019 to 2022 showed a steady increase, with figures of 2.31 billion CNY, 2.73 billion CNY, 3.41 billion CNY, and 1.23 billion CNY respectively, while net profits were 20.06 million CNY, 66.14 million CNY, 70.82 million CNY, and 29.35 million CNY [5]. - Zhongxin Wafer reported revenues of 13.35 billion CNY and 12.6 billion CNY for 2023 and 2024, respectively, with significant losses of 9.31 billion CNY and 7.29 billion CNY [11]. - Tengmao Technology achieved a revenue of 2.47 billion CNY in 2024, with a net profit of 52.97 million CNY. In the first half of 2025, the company reported a revenue of 1.41 billion CNY, a 40.22% increase year-on-year, and a net profit of 33.70 million CNY, up 48.76% [15]. - Frank's financials indicate a revenue of 840.3 million CNY in 2024 and a net profit of 52.82 million CNY, with a revenue of 446.7 million CNY in the first half of 2025, reflecting a 14.49% year-on-year growth [18].

Core Viewpoint - Four companies, including Pengfulong, Zhongxin Jingyuan, Tengmao Technology, and Frank Technology, have recently filed for IPO guidance, indicating a renewed interest in public offerings in the semiconductor and materials sectors [1][5][10]. Group 1: Pengfulong Technology - Pengfulong has initiated its third attempt at an IPO, with a plan to complete the listing guidance by April to May 2026, supported by Guotai Junan Securities [3][4]. - The company, established in May 2006, focuses on special polymers and related applications, with a registered capital of 5.032 billion yuan [4]. - Pengfulong's revenue from 2019 to the first half of 2022 showed a steady increase, reaching 3.41 billion yuan in 2021, but it faced challenges in its previous IPO attempts [5]. Group 2: Zhongxin Jingyuan Semiconductor - Zhongxin Jingyuan has filed for IPO guidance with plans to issue shares on the Beijing Stock Exchange, having previously attempted to list on the Sci-Tech Innovation Board [5][8]. - Founded in September 2017, the company specializes in semiconductor silicon wafers, with a registered capital of 5.032 billion yuan [6]. - Despite reporting losses in 2023 and 2024, the company anticipates a revenue of 1.335 billion yuan in 2023, with a 7% year-on-year growth expected in 2024 [8]. Group 3: Tengmao Technology - Tengmao Technology has re-engaged in the IPO process, filing for guidance with Western Securities after previously withdrawing its application [10]. - Established in July 2007, the company focuses on refining catalysts, with a production capacity of 40,000 tons per year for catalysts and 15,000 tons for molecular sieves [10]. - In 2024, Tengmao reported a revenue of 247 million yuan, with a net profit of 52.97 million yuan, and a strong growth of 40.22% in revenue for the first half of 2025 [11]. Group 4: Frank Technology - Frank Technology has submitted its IPO guidance application to the Shenzhen Securities Regulatory Bureau, aiming for a listing on the Beijing Stock Exchange [12]. - Founded in April 2001, the company specializes in metal and new material processing fluids, with a registered capital of 164 million yuan [13]. - The company achieved a revenue of 840.3 million yuan in 2024, with a significant net profit increase of 99.3% in the first half of 2025 [13].

Core Viewpoint - Xiamen International Trade has shifted its focus towards the health technology sector after divesting from real estate, aiming to accelerate its development through mergers and acquisitions in the healthcare technology field [1][4]. Financial Performance - In the first half of 2025, Xiamen International Trade reported a revenue of 151.66 billion, a year-on-year decrease of 22.31%, and a net profit attributable to shareholders of 5.23 billion, down 37.62% [2][3]. - The supply chain management business generated 151.09 billion in revenue, with a gross margin of 1.26%, reflecting a 22.36% decline year-on-year [2][3]. - Other business segments contributed 0.24 billion in revenue, with a gross margin of 15.52%, marking a 57.57% decrease year-on-year [2][3]. - The health technology segment achieved a revenue of 5.44 billion, with a gross margin of 39.63%, down 2.62% year-on-year [2][5]. Business Strategy - The health technology segment focuses on medical devices, particularly in minimally invasive surgery, and aims to create a comprehensive service platform centered on supply chain distribution [4][5]. - The company is enhancing its elderly care services, emphasizing community and home-based care, and is developing an integrated service system that includes medical, health, and rehabilitation services [4]. - As the sole authorized health data operator for the Xiamen government, the company is building a medical big data technology platform to serve various stakeholders [4]. Recent Developments - In June 2023, Xiamen International Trade acquired Beijing Paiter Medical Technology Co., which specializes in minimally invasive surgical solutions, contributing to the health technology segment's revenue growth [5]. - Paiter Medical reported a revenue of 5.84 billion in 2024 and 2.62 billion in the first half of 2025, with net profits of 910.22 million and 556.60 million respectively [5].

Group 1 - The company, Lianhong Xinke, is focusing on key areas such as new energy materials, biological materials, electronic materials, and other special materials, indicating a strategic diversification in its operations [1] - The company aims to create a leading "specialized, refined, distinctive, and innovative" industrial cluster in multiple new materials sectors, highlighting its ambition for industry leadership [1] - The company is committed to building an excellent platform enterprise in the new materials sector, which suggests a long-term vision for growth and innovation [1]