对于3C消费电子产业链企业来说，布局汽车行业存在车规级认证、客户认证两项门槛。收购汽车产业 链企业，能很好地帮助3C企业降低入局门槛。 6月15日晚间，知名"果链"企业博众精工（688097.SH）公告一项汽车产业链的收购计划。 公告显示，博众精工拟以4.2亿元现金，收购上海沃典工业自动化有限公司（简称"上海沃典"）70%股 权，上海沃典将纳入公司合并范围。 资料显示，上海沃典专注于汽车及汽车零部件的生产智能输送系统，与宝马、奔驰、大众、沃尔沃、小 米、吉利、路特斯、小鹏、理想、上汽、奇瑞等国内外知名汽车企业建立了稳固合作关系。 值得关注的是，2023年开始，上海沃典逐步拓展海外高毛利板块业务，而且将其作为未来长期重要的发 展战略。虽然2024年公司营收仍以国内市场为主，海外业务尚处于萌发阶段，占比尚低，但目前其在手 订单中已经包含较高比例的欧美市场项目，其中欧洲市场订单占据优势比例。 博众精工指出，上海沃典在汽车智能装备领域的技术沉淀、客户资源及项目经验，可助力上市公司提升 汽车制造自动化板块竞争力，形成 "3C +新能源+汽车"多轮驱动的业务格局。 事实上，博众精工此次收购并非属于完全的"跨界"。 从现有 ...

Core Viewpoint - The company, Jinli Permanent Magnet, has successfully navigated the export control measures on medium and heavy rare earth materials by complying with national regulations and obtaining necessary export licenses for regions including the US, Europe, and Southeast Asia [2] Group 1: Export Performance - In Q1 2025, Jinli Permanent Magnet reported export sales revenue of 312 million yuan, accounting for 17.76% of total revenue, with sales to the US reaching 122 million yuan, representing 6.94% of total revenue [2] - The company does not engage in military-related businesses [2] Group 2: Compliance and Regulatory Environment - The Ministry of Commerce spokesperson emphasized China's responsible approach to reviewing export license applications for rare earth materials, ensuring compliance while considering the reasonable needs of other countries in civilian sectors [2] Group 3: Supply Chain and Partnerships - Jinli Permanent Magnet has established long-term strategic partnerships with major rare earth suppliers, including Northern Rare Earth Group and China Rare Earth Group, with purchases from these suppliers accounting for 63% of the company's total annual procurement in 2024 [2] Group 4: Sustainable Practices - The company prioritizes green recycling of rare earth materials, investing in the recycling company Yinhai New Materials, which has passed rigorous audits by SCS Global Services [3] - In 2024, Jinli Permanent Magnet utilized 2,575 tons of recycled rare earth materials, including waste magnet recovery, which constituted 30.4% of the total rare earth materials used [3]

Group 1: Company Performance - In Q1 2025, the company achieved revenue of 1.61 billion RMB, a year-on-year increase of 14.19% [2] - The net profit attributable to shareholders was 1.61 billion RMB, up 57.85% year-on-year [2] - The net profit excluding non-recurring gains and losses reached 1.06 billion RMB, reflecting a significant growth of 331.10% [2] Group 2: Export and Compliance - In Q1 2025, export sales revenue was 3.12 billion RMB, accounting for 17.76% of total revenue [3] - Sales revenue from exports to the United States was 1.22 billion RMB, representing 6.94% of total revenue [3] - The company has obtained export licenses for magnetic materials, components, and motor rotors, complying with national regulations [3] Group 3: Raw Material Procurement - In 2024, 63% of the company's raw material procurement came from strategic partnerships with Northern Rare Earth Group and China Rare Earth Group [4] - The company utilized 2,575 tons of recycled rare earth materials, which constituted 30.4% of total rare earth material usage in 2024 [4] - The procurement strategy emphasizes green recycling and risk management through a diversified supply chain [4] Group 4: Business Development - The company is actively involved in the development of embodied robot motor rotors, with initial small-scale deliveries [5] - Investments have been made in specialized facilities and equipment to support the scaling of production in the robotics sector [5] - The low-altitude aircraft sector has also seen small-scale deliveries, indicating progress in this area [5] Group 5: Share Buyback Plan - The board has approved a share buyback plan with a total fund of no less than 100 million RMB and not exceeding 200 million RMB [6][7] - The buyback will be conducted through centralized bidding and aims to reduce registered capital by canceling repurchased shares [7] - The plan reflects the company's confidence in its future development and value recognition [6]

据介绍，eRTS由两个独立的组件构成，分别是温度传感单元和换能器单元。温度传感单元直接安装在目标区域进行温度测量，确保 尽可能靠近磁铁位置。该无线温度传感单元仅从连接至电子控制单元（ECU）的有线换能器获取能量，同时向换能器提供测量数据。换 能器位于电机的外部，通过专用通信接口传输温度信息。温度传感单元与换能器单元之间采用压电式超声波技术（Piezo ultrasound）实 现双向无线通信，该技术亦可同时提供能量传输。 大陆集团被动安全与传感器事业部全球负责人霍斌表示："eRTS 传感器技术让电机的稀土资源消耗更少，成本更低，显著优于现有 的解决方案。这项创新表明我们在电动汽车传感器技术上加大研发力度和资源投入的决策非常正确。未来我们将持续拓展电动汽车传感 器产品组合。" 大陆集团介绍，目前电机温度并非直接测量获得，而是基于定子温度传感器数据、相电流测量值以及环境变量的信息计算得出，容 差范围高达15℃，而电机转子在极端环境下运行，工作温度可高达150℃。为防止磁铁因高温退磁，汽车制造商需使用昂贵的稀土元件来 覆盖整个温度容差范围，以确保磁铁具有耐热性。 6月6日，大陆集团发布消息称，成功研发一项新传感器技 ...

6月11日，位于江西赣州的稀土永磁龙头企业金力永磁公开表示，已陆续获得国家主管部门颁发的中重 稀土出口许可证，出口区域包括美国、欧洲及东南亚等，并将依法依规出口磁材、组件及电机转子。 《华尔街日报》11日认为，金力永磁从中国政府获得向包括美国在内的国家出口产品的许可，这燃起市 场对于中美紧张关系正在缓和的乐观情绪。 中国商务部研究院研究员周密12日告诉《环球时报》记者，涉及稀土的出口管制，中方一再阐明，这是 为维护国家安全和利益，履行国际义务，且并不针对任何特定国家。中国对两用物项的出口管制正趋于 完善，但出口管制不等于不出口，不等于贸易反制，而是中国对两用物项基于可管理的目标开展的。 商务部发言人12日明确表示，"愿进一步加强与相关国家的出口管制沟通对话，促进便利合规贸 易"，"并将持续加强合规申请的审批工作"。周密分析认为，中国的政策当然也适用于美国，但前提是 出口许可申请必须"合规"。周密说，"相信中国主管部门在核准稀土出口申请时，一定会厘清稀土的最 终用户和最终用途，以防止将稀土用于打压中国、有损中国安全和利益的用途。" 当地时间6月9日至10日，中美经贸官员在英国伦敦举行中美经贸磋商机制首次会议。商 ...

记者来到天台抽水蓄能电站的发电厂房。大家看，这个正在移动的红色圆柱形庞然大物就是发电机转子，已经被桥式起重机吊装到指定位 置正上方，正平稳下落。这台转子直径接近5米、重达481吨。工作人员告诉记者，在这个过程中要讲究安全、平稳、精准，桥机操作人员和地 面指挥人员需要密切配合，转子下落过程中，与定子的单边间隙仅有5厘米左右，吊装成功后也就标志着机组开始进入总装阶段，首机投产发 电指日可待。作为国内单机容量最大的抽水蓄能机组，天台电站单机容量达425兆瓦，四台机组满负荷运行时，每小时发电量可达170万度，足 以满足一座中型城市的瞬时用电需求。 记者还了解到，浙江天台抽水蓄能电站有一项重要指标刷新了世界纪录，它的额定水头达到了724米，可以简单理解为上、下水库的垂直 落差。这么高的落差，管道需要承受高压水流的反复冲击。在此之前，世界第二大水电站白鹤滩水电站机组首次大规模运用了800兆帕级的高 强度钢。而这一次，研发人员与上下游供应链企业联合攻关，再次刷新纪录，研发出国产1000兆帕级水电高强钢，并大规模应用于天台电站的 管道中，这在国内尚属首次。 河南：假期不停工 中欧班列（郑州）集结中心建设加速推进 央视网消息： ...

金力永磁（300748）4月27日晚间发布2025年第一季度报告，报告期内公司实现营业收入17.54亿元，同 比增长14.19%；归属于上市公司股东的净利润1.61亿元，同比增长57.85%，公司核心业务盈利能力显著 增强。相比2024年第四季度，金力永磁2025年第一季度营业收入环比增长0.29%，归属于上市公司股东 的净利润环比增长71.82%，扣非净利润环比增长92.73%，经营质效进一步提升。 2025年第一季度，金力永磁产能持续释放，新建产能利用率超过90%，磁材毛坯产量达到8770吨，磁材 成品产量约6600吨，磁材成品销量约6024吨，相比2023年同期增速均超过40%，体现了公司高效的生产 管理水平和下游不断提升的市场需求。 从业务结构看，新能源汽车领域继续保持强劲增长动力，金力永磁第一季度新能源汽车及汽车零部件领 域业务收入8.82亿元，占同期公司营业收入的50.28%，稳居市场领先地位；节能变频空调领域业务收入 5.13亿元，占同期公司营业收入的29.25%，行业竞争优势得到巩固。同时，公司国际市场开拓成果显 著，出口销售收入达到3.12亿元，占同期公司营业收入的17.76%，其中对美国市 ...

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, indicating challenges in the market due to overcapacity and increased competition in the carbon fiber industry [1][2]. Financial Performance - In 2024, the company achieved revenue of 2.45 billion yuan, a year-on-year decrease of 2.69%, and a net profit attributable to shareholders of 741 million yuan, down 15.12% [1]. - For Q4 2024, revenue was 548 million yuan, a significant decline of 28.96%, with net profit dropping 49.93% to 126 million yuan [1]. Segment Performance - The carbon fiber and fabric segment generated revenue of 1.45 billion yuan, down 12.91% year-on-year, accounting for 59.27% of total revenue [2]. - The T800 grade carbon fiber saw a revenue increase of 64.64% to 472 million yuan, while the T700 grade remained stable due to increased demand for T700 in equipment [2]. - Wind power carbon beam business experienced a recovery with revenue of 537 million yuan, up 25.81% year-on-year [2]. - The prepreg business generated 234 million yuan, down 12.86%, primarily due to intensified competition and price declines [2]. - The composite technology segment achieved revenue of 107 million yuan, up 15.6%, driven by growth in drone-related businesses [2]. - The precision machinery segment saw a significant increase in revenue of 89 million yuan, up 161.20% [2]. New Product Development - The company is actively developing new products and expanding into new fields such as civil aviation, low-altitude economy, and electromagnetic energy storage [4]. - New T1100 and T1100 grade carbon fibers have been developed to meet high-end equipment needs, with successful applications in drones and electric aircraft [4]. - The GW300 carbon fiber and flame-retardant prepreg have been approved for use in large aircraft, marking a significant milestone for the company [4]. - New high-performance prepregs for various applications, including 3C consumer electronics and photovoltaic industries, have been successfully developed and are in stable supply [4]. Production Capacity Expansion - The company successfully passed the equivalence verification for a certain model of carbon fiber production line, ensuring product performance consistency [5]. - The first phase of the 4000-ton high-performance carbon fiber production line in Inner Mongolia was completed and began production in mid-2024 [5].