半年引资超三百亿元 6月的宜昌高新区白洋工业园，处处涌动着招商引资的"速度与激情"。在洛阳联创新能源电池硅碳负极 新材料项目建设现场，宜昌高新区招商专业团队正与项目负责人贺霄飞讨论图纸细节，推动项目加速开 工。这个总投资10亿元的产业项目，是该企业成立后签约落地的首个"果实"，更是宜昌高新区市场化改 革的生动注脚。 去年12月，宜昌高新区突破传统招商思维，借鉴先进地区经验，组建市场化运作的宜昌高新招商投资有 限公司（以下简称宜昌高新招商）。当月，宜昌高新招商了解到洛阳联创有意投资布局硅碳负极项目， 便迅速与对方取得联系，经过多次交流，项目于今年1月中旬签约，3月成立项目公司。 "招商团队精干、专业、高效、务实，从接触洽谈到签约落地的'宜昌速度'令人惊叹。"贺霄飞赞叹道。 高效的背后，是一场从理念到机制、从身份到效能的系统性重塑。 "半年成绩只是起点。"宜昌高新招商董事长张伍表示，高新区将持续深化城区联动招商，推动已签约重 点项目加速落地。围绕主导产业方向，"横向到边、纵向到底"，深挖项目资源，以"招大引强、培高育 新、聚链引群"为战略导向，不断创新招商模式。 宜昌高新招商这支31人的"精锐部队"，55%拥有硕 ...

Core Viewpoint - The industrial economy in Sichuan is showing stable growth despite external pressures, with a focus on maintaining and increasing production levels while addressing challenges in various sectors [1][2]. Economic Performance - From January to April, the industrial added value in Sichuan increased by 7.1% year-on-year, with 35 out of 41 major industrial categories experiencing growth [2]. - The six major advantageous industries saw a 7.4% increase in added value, and high-tech manufacturing grew by 13% [2]. Project Developments - New projects such as the 120,000-ton aluminum alloy products project and the silicon-carbon negative material project have commenced production, indicating ongoing industrial activity [3]. - The establishment of new industrial parks and projects in various cities, including a 20,000-ton special-grade hydrogen peroxide project, reflects a commitment to enhancing local industrial capabilities [3]. Strategic Approaches - Sichuan is focusing on tailored strategies to support industries, including the automotive and chemical sectors, which have shown over 20% growth [4]. - The government is implementing measures to support the photovoltaic industry, including reducing financing costs and promoting product applications [4]. Business Support Initiatives - The "Enterprise Home" service system has been established to address business challenges, ensuring that companies can report issues and receive timely assistance [4]. - Ongoing efforts to facilitate market expansion for businesses include organizing supply-demand matching events and supporting participation in exhibitions to enhance brand visibility and order acquisition [4].

点击阅读原文，即可报名参会！ 往 期 回 顾 | 01 | ｜ | 亿纬锂能拟赴港IPO！ | | --- | --- | --- | | 02 | ｜ | 宁德时代/比亚迪参与！深圳重卡换电标准制定启动 | | 03 | ｜ | 又一锂电项目落地安徽！ | | 04 | ｜ | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月10-11日深 | | | 圳举办 | | 6月9日，湖北省宜昌市生态环境局发布宜昌联创和洋科技产业有限公司年产1万吨硅碳负极新材料项目环境影响评价第一次公示。据悉，该项 目位于宜昌市姚家港化工园B区田家河大道与张家店路交汇处西侧，项目将新建厂房、办公楼及配套设施，并购置各类设备，项目全面建成并 达产后，将实现年产1万吨硅碳负极新材料。 据了解，宜昌联创和洋科技产业有限公司为洛阳联创锂能科技有限公司全资子公司，今年1月16日，宜昌高新区与洛阳联创锂能科技有限公司 签订合作协议，总投资10亿元、年产1万吨新能源电池硅碳负极新材料项目落户高新区。项目一期占地约50亩，建设2000吨硅碳负极材料及 相关配套设施，全部建成达产后，预计可实现年销售收入30亿元，年上缴税收约1亿元。 资料显 ...

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 0.57%, although it underperformed compared to the ChiNext index, which rose by 0.81% [2]. - The report highlights the anticipated growth in the foldable device market, driven by the upcoming launches of Huawei's foldable PC and Apple's foldable iPhone, which are expected to significantly boost demand for upstream optical adhesive materials [5]. - The report projects that the shipment volume of foldable smartphones in China will reach approximately 10 million units in 2025, representing a year-on-year growth of 8.3%, with a compound annual growth rate of 10.6% expected by 2028 [5]. Market Performance - The report notes that the synthetic biology index increased by 2.35%, while semiconductor materials and electronic chemicals saw declines of 3.52% and 3.58%, respectively. In contrast, biodegradable plastics rose by 2.12% [17]. - The overall performance of the basic chemicals and new materials sectors has been positive, with the Shanghai Composite Index rising by 0.76% and the CSI 300 increasing by 1.12% during the reporting period [13]. Industry Price Tracking - The report provides a detailed price tracking of various chemical products, including amino acids, biodegradable plastics, industrial gases, and vitamins, indicating stable prices for most categories with minor fluctuations [3]. - For instance, the price of valine remains unchanged at 13,450 RMB/ton, while the price of vitamin E decreased by 1.82% to 108,000 RMB/ton [3]. Investment Recommendations - The report suggests focusing on domestic optical adhesive manufacturers like Stik and upstream monomer suppliers such as Dinglong Co., which are expected to benefit from the growth in the foldable device market [5].

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a positive outlook for the industry [2]. Core Insights - The new materials sector has shown an upward trend, with the new materials index increasing by 0.57%, although it underperformed compared to the ChiNext index, which rose by 0.81% [2]. - The report highlights the anticipated growth in the foldable device market, driven by the upcoming launches of Huawei's foldable PC and Apple's foldable iPhone, which are expected to significantly boost demand for upstream optical adhesive materials [5]. - The report cites IDC's forecast that China's foldable smartphone market will see shipments reach approximately 10 million units in 2025, representing a year-on-year growth of 8.3% and a compound annual growth rate (CAGR) of 10.6% from 2025 to 2028 [5]. Summary by Sections 1. Market Performance - The new materials sector experienced a rise this week, with the synthetic biology index up by 2.35%, while semiconductor materials and electronic chemicals saw declines of 3.52% and 3.58%, respectively [2][16]. - The overall performance of the basic chemicals and new materials sectors was positive, with the Shanghai Composite Index increasing by 0.76% and the ChiNext Index by 1.38% during the same period [12]. 2. Industry Chain Data Tracking - Prices for amino acids remained stable, with valine at 13,450 CNY/ton and arginine at 25,500 CNY/ton, while vitamin E saw a decrease of 1.82% to 108,000 CNY/ton [3]. - The report tracks the prices of biodegradable plastics, with PLA (injection grade) priced at 17,500 CNY/ton, remaining unchanged [3]. 3. Industry News - The report notes the successful holding of the semi-marathon for humanoid robots, indicating a growing interest in lightweight PEEK materials, which are expected to see rapid development [2]. - The report emphasizes the potential benefits for upstream companies producing optical adhesive materials as the foldable device market expands [5]. 4. Investment Recommendations - The report suggests focusing on domestic optical adhesive manufacturers like Stik and upstream monomer suppliers such as Dinglong Co., which are expected to benefit from the growth in foldable device shipments [5].

资料显示，2023年6月27日， 四川内江经开区和威远县分 别与埃普诺分 别签署了《年产30万吨硅碳负 极新材料项目投资合作协议》和《年产3万吨高纯微米硅材料项目投资协议书》 ，两个项目分别落户内 江经开区和内江威远县。 其中，年产30万吨硅碳负极新材料项目总投入约 105亿元 ，分两期建设，其中一期项目投资约 40亿元 ，年产 12万吨 硅碳负极新材料。 而高纯微米硅为硅碳负极材料的中间体，年产 3万吨 高纯微米硅新 材料项目，可为硅碳负极新材料项目配套。 埃普诺 (曾用名：深圳埃普诺电力储能科技有限公司) ，成立于2021年，总部位于深圳市，经营范围包 括新兴能源技术研发；新材料技术研发；电子专用材料研发；资源再生利用技术研发；电池制造等。事 实上， 埃普诺早在2017年就已经启动了硅碳负极材料研发项目， 在2022年8月建设完成硅碳负极材料 吨级产线，后又于2023年6月建成了百吨产线，实现硅碳负极材料的规模量产。 同时，通过与国家纳米 科学中心深度合作，目前已研发出多款优质产品。 【DT新材料】 获悉，5月13日， 埃普诺 硅碳负极新材料项目一期正式投产。 据悉， 内江埃普诺硅碳负极新材料项目分两期建 ...