近日，在广西政府投资引导基金的积极推动下，南宁产投铝基新材料集团、广西华芯振邦半导体、桂林 星云电子科技等3家专精特新企业成功获得中央企业乡村产业投资基金、国家中小企业发展基金等国家 级基金下设子基金战略投资，总投资额达4.35亿元，国家级基金支持广西企业数量创历史新高。 在南宁产投铝基新材料集团有限责任公司年产20万吨新能源电池铝箔技改项目（二期）生产车间，一派 繁忙生产景象。叶子榕 摄 来源：南宁市融媒体中心 南宁产投铝基新材料集团是国家级专精特新"小巨人"企业、广西制造业单项（电池铝箔）冠军示范企 业，此次获得中央企业乡村产业投资基金等国家级基金下设2支子基金战略投资2.6亿元，将用于隆安县 20万吨扁锭厂项目建设及生产运营。项目达产后，预计年产值超42亿元，新增就业岗位150余个。 广西华芯振邦半导体是自治区专精特新中小企业、瞪羚企业，具备晶圆级凸块制造、芯片测试、封装等 全产业链服务能力，是全球首家实现钯金凸块工艺量产的企业。此次获得中央企业乡村产业投资基金下 设子基金战略投资1.4亿元，将加速其核心技术研发与产业化进程。 桂林星云电子科技是国家高新技术企业、专精特新中小企业，拥有独立自主的研发团队 ...

中新网洛阳1月9日电 题：豫西小城偃师年关产业忙 "一镇一业"绘出乡村新图景 作者 张楠 临近年关，豫西洛阳市偃师区迎来布鞋、织物、大鼓等多项制品订单热潮。9日，在偃师区山化镇光明 村的洛阳光辉制鞋厂车间一侧，暖气烘得人发热。十几位60岁上下的女工围坐在一起，正熟练地将鞋带 穿过鞋帮上的气眼。 首阳山街道的塑编产业，被称为"全国集装袋生产基地"，产业链带动就业超2万人；缑氏镇马屯村，三 百余家制鼓作坊让近两千村民守着非遗技艺过上富裕生活；顾县镇的电线电缆、高龙镇的钢制家具…… 几乎每个乡镇都有一个甚至多个成规模的产业名片，将农民转化为产业工人，将村镇融入现代经济网 络。 产业生根催生了"雁归潮"。在偃师，不少"80后""90后"选择返乡。他们或接手父辈的工厂，引入电商改 进设计；或凭借在外学到的技能，成为企业里的技术骨干。乡土，不再是只能告别的远方，也逐渐成为 实现个人价值的舞台。 这个"藏"在村庄里的工厂，解决的远不止就业。厂长张林辉是土生土长的本地人，这些年出资为村里修 了路，年节给老人发米面油，还设立了助学金，鼓励村里娃上大学。张林辉称，厂里300多名员工，九 成来自本村及周边村庄。在这里，就业是家门口 ...

——铝市震荡折射行业转型阵痛 2026年1月8日，铝价遭遇"黑色星期四"：伦铝跌至3070美元/吨附近，沪铝主力合约重挫705元/吨，单日 跌幅达2.89%，最新收盘价报23725元/吨；长江现货市场，A00铝锭报价每吨24000元，单日大跌140元/ 吨，现货贴水幅度收窄至150元/吨。尽管短期回调压力显著，但行业数据显示，铝在新能源、高端制造 等领域的渗透率正加速提升，结构性机会悄然浮现。 一、价格波动：宏观扰动下的周期性调整 1. 短期利空集中释放 美元反弹压制：美国非农数据前避险情绪升温，美元指数升至四周高位，伦铝单日跌幅达0.44%； 库存累积预警：国内铝锭社会库存逼近55万吨，较去年同期增长15%，现货贴水反映下游接货意愿疲 软； 季节性需求转弱：春节前消费淡季叠加疫情扰动，建筑、交通等领域用铝量环比下滑10%-15%。 2. 产业韧性不容忽视 成本支撑较为稳固：国内氧化铝价格维持在2655-2955元/吨区间，预焙阳极价格同比上涨25%，电解铝 完全成本突破1.9万元/吨； 产能天花板效应：国内有效产能触及4500万吨政策红线，海外电解铝新增产能受能源价格制约释放缓 慢。 二、结构性机会：新能源 ...

（记者 王晓波） 鼎胜新材（603876.SH）12月31日在投资者互动平台表示，目前公司电池箔产品主要以国内销售为主， 未来公司可以通过现有的泰国基地和欧洲基地生产电池铝箔配套供应海外新能源市场的需求。 每经AI快讯，有投资者在投资者互动平台提问：截至目前（2025年年底），公司在全球所有生产基地 的最大产能，是可以出货电池箔多少吨？ ...

只有胤胜资产值得留意，其背后第一大股东是曾超懿。对比天山铝业年报，胤胜资产也是实际控制人关 联方，曾超懿正是天山铝业实际控制人之一。 天山铝业专注铝产业链，拥有自备电厂和铝土矿资源，产品为铝锭、高纯铝、电池铝箔等，目前市值达 717.8亿元。今年前三季度，公司营业收入为223.21亿元，净利润33.4亿元。 就在本月初，天山铝业发布公告称，曾超懿计划在2025年12月25日至2026年3月24日期间，通过集中竞 价交易方式减持不超过2294.93万股，占总股本的0.5%。若按公告当天天山铝业13.49元/股的收盘价测 算，约为3.11亿元。曾超懿减持原因为"自身资金需求"，股份来源均为公司2020年7月重组上市所获得 的股份。 市值不足百亿元的新金路（SZ000510，股价12.08元，市值78.34亿元）是近期川股中的牛股，10月底至 今，公司股价已翻倍。之所以被资本市场看好，是因为新金路拥有锡、钨矿资源。 12月29日晚间，新金路公告，拥有上述资源的主体子公司将引入战投。《每日经济新闻》记者发现，其 中一家战投背后股东是天山铝业实控人曾超懿。就在本月初，天山铝业发布公告称，曾超懿准备减持股 票，原因是资金 ...

公告显示，深圳宇锵主营涂炭铝箔业务，电池铝箔是公司铝加工主业的重要组成部分，针对2025年电池 铝箔行业的变化，公司的重心放在了电池铝箔工艺升级、新型高附加值电池铝箔产品研发方向。本次交 易有利于优化公司资产结构和资源配置，提升整体运营效率，更加聚焦主业发展。 智通财经APP讯，万顺新材(300057.SZ)公告，公司全资子公司江苏中基新能源科技集团有限公司(简 称"江苏中基")拟将持有的深圳宇锵新材料有限公司(简称"深圳宇锵")51%股权作价4080万元转让给广西 铝基、李科，股权转让后，江苏中基不再持有深圳宇锵股权。 ...

转自：证券时报 人民财讯11月28日电，万顺新材(300057)11月28日公告，全资子公司江苏中基拟与广西铝基产业投资基 金合伙企业（有限合伙）（简称"广西铝基"）、李科签订股权转让协议，拟将持有的深圳宇锵51%股权 作价4080万元转让给广西铝基、李科，股权转让后，江苏中基不再持有深圳宇锵股权。深圳宇锵主营涂 炭铝箔业务，电池铝箔是公司铝加工主业的重要组成部分，针对2025年电池铝箔行业的变化，公司的重 心放在了电池铝箔工艺升级、新型高附加值电池铝箔产品研发方向。本次交易有利于优化公司资产结构 和资源配置，提升整体运营效率，更加聚焦主业发展，有利于公司长远发展，符合公司的发展战略。 ...

Group 1: Company Overview - De Yi Energy Technology (Tongling) Co., Ltd. has established a modern new energy battery production base in Cuoyang, Anhui Province, with a focus on quality control through AI vision and real-time monitoring of temperature, humidity, and dew point [1] - The first phase of the production facility, with a capacity of 5 GWh, commenced construction in July 2022 and began operations in September 2023, featuring four fully operational production lines [1][2] - The company achieved a production value of 640,000 yuan in November 2023, with projected values of 396 million yuan in 2024 and 1.2 billion yuan from January to September 2025 [2] Group 2: Industry Development - Cuoyang County has seen rapid growth in the new energy vehicle industry, establishing a relatively complete industrial chain focused on "new energy vehicle components" [1][3] - The Cuoyang Economic Development Zone currently hosts 26 new energy vehicle and component enterprises, with 14 of them being above-scale enterprises, producing various automotive components [3] - The local government is actively working to enhance the industrial chain and attract more upstream and downstream enterprises in the new energy vehicle sector [3] Group 3: Future Prospects - De Yi Energy plans to commence the second phase of its lithium-ion battery project in September 2024, aiming for full production capacity of 20 GWh by July 2026, which is four times the capacity of the first phase [2] - Jin Yu Materials Co., Ltd., a new player in the new energy vehicle components industry, is expanding its production capacity of battery aluminum foil, responding to high demand [2]

Core Insights - The announcement of the ninth batch of national manufacturing single champion enterprises highlights the innovative capabilities of six companies in Zhenjiang, showcasing the strength of local manufacturing [1][2] - These champion enterprises have demonstrated a commitment to overcoming key technological challenges in their respective fields, contributing to the self-sufficiency of the industrial chain [1] Group 1: Company Achievements - Okada Intelligent (Jiangsu) Co., Ltd. has broken through key technology bottlenecks in CNC machine tool tool magazines and automatic tool changers, reducing reliance on imports in high-end CNC machine tools [1] - Zhenjiang Dali Hydraulic Motor Co., Ltd. has achieved breakthroughs in core technologies for its cycloidal hydraulic motors, addressing shortcomings in hydraulic components for engineering and agricultural machinery [1] - Jiangsu Tiannai Technology Co., Ltd. has successfully scaled the production of powder metallurgy high-speed tool steel, breaking foreign technological monopolies [1] Group 2: Industry Trends - Tiannai Technology has become a significant player in the global energy storage industry by commercializing carbon nanotube conductive slurry for power batteries [2] - Ding Sheng New Energy Materials Co., Ltd. has established a complete technology and production system focused on battery aluminum foil, enhancing the global competitiveness of China's new energy vehicle industry [2] - Yuyue Medical has developed an intelligent production system in line with Industry 4.0 standards, ensuring high product quality and stable supply through a global network of R&D centers and production bases [2] Group 3: Future Directions - The local government emphasizes the importance of innovation-driven development and aims to cultivate more high-quality manufacturing enterprises focused on overcoming key technological challenges [2]

Core Viewpoint - The article highlights the significant transformation and breakthroughs occurring in Henan's manufacturing sector during the "14th Five-Year Plan" period, emphasizing the role of state-owned enterprises in driving economic growth and innovation [1][20]. Group 1: Traditional Industry Transformation - Henan's state-owned enterprises are accelerating the transformation of traditional industries, focusing on innovation and modernization to support the province's economic development [1][20]. - Zhongchuang Zhiling has successfully transitioned from traditional manufacturing to becoming a provider of intelligent industrial solutions, driven by mixed-ownership reform and market-oriented mechanisms [5][7]. - The company reported a total net profit of 11.539 billion yuan from 2021 to September 2025, with profits during the "14th Five-Year Plan" exceeding the total of the previous 60 years combined [7][8]. Group 2: New Industry Development - Emerging industries in Henan are thriving, with companies like Super Fusion achieving rapid growth, reporting sales revenue of over 28 billion yuan in 2023 and projected to exceed 40 billion yuan in 2024 [17][19]. - The production of high-end aluminum foil by Shenhuo New Materials showcases the company's commitment to innovation, with annual production capacity reaching 140,000 tons and a focus on green development [13][19]. - New projects in the textile sector, such as the production of regenerated cellulose fibers, represent significant advancements in green technology and sustainable practices [19]. Group 3: Economic Impact and Growth Metrics - Henan's industrial economy has maintained a leading position in the central and western regions, with an average annual growth rate of 6.1% in industrial added value over the past four years, surpassing the national average [20][22]. - By the end of 2024, state-owned enterprises in Henan are expected to achieve total assets of 7.3 trillion yuan and net assets of 2.3 trillion yuan, reflecting substantial growth since 2020 [21][22]. - The province's A-share listed state-owned enterprises reported a total operating income of 1.38 trillion yuan and a net profit of 87.434 billion yuan from 2021 to 2024, underscoring their role as a stabilizing force in the economy [22].