证券日报网讯 1月7日，宏达高科在互动平台回答投资者提问时表示，公司碳纤维复合材料相关项目目 前尚处于建设阶段。碳纤维复合材料在诸多领域具有广泛的应用前景，公司今后会根据市场需求加强设 备投入和人才团队的建设，并积极开展相关资质的认定。 （文章来源：证券日报） ...

寒风料峭，在新凤鸣（603225）集团新沂基地内，却是一副热火朝天的景象。上百台一人高的纺织机器 一字排开，每台机器上各有数十根白丝源源不断抽出，在机器下方自动卷成捆，每一道生产工序实现了 无缝衔接，现场井然有序。 2021年1月签约、5月开工，一年完成一个大踏步，新凤鸣项目在新沂经开区全方位、"保姆式"精准服务 的护航下，创下了令人惊叹的"新沂速度"，成为区域优化营商环境的生动注脚。 近年来，新沂市委、市政府将营商环境建设作为推动高质量发展的"关键一招"，以"心怡营商·赢在新 沂"品牌为引领，坚持以市场主体满意度为评判标准，聚焦项目落地、企业运营全周期痛点，通过政 务、法治、市场、人文"四力"协同，持续优化发展生态，为经济高质量发展注入强劲动力。 "对于企业而言，稳定公平的法治环境，是安心经营、大胆创新的'定心丸'；对于城市发展来说，优质 的法治化营商环境，是吸引投资、激发活力的'强磁场'。"企业经营者的心声，道出了市场主体对良好 法治化营商环境的迫切期待。 新沂市将法治作为营商环境的"压舱石"，只是开展规范涉企行政执法专项行动，督促落实《规范涉企行 政检查实施办法》，推行"进一次门、查多项事"联合检查，2 ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 卫星互联网蓬勃发展,化工机会何在?20260104 摘要 在调研究要和海沿政协议 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 一 - 国材料等公司在陶瓷管壳领域具有竞争优势vpq型受益于卫星互联网的快 速发展,相关企业在碳纤维、钛合金郝高温合金等领域也将迎来发展机遇。 0&A 卫星互联网在未来通信中的作用和前景如何? 卫星互联网在未来通信中具有重要的作用和广阔的前景。首先,卫星通信体系具 备良好的覆盖性和灵活性,能够有效补充传统 5G、6G 地面基站,特别是在自然 灾害如地震、洪水、飓风等情况下,可以快速恢复灾区与外界的通讯联系。此外, 从国家安全角度来看,卫星通信也具有重要意义。例如,在俄乌冲突期间,SpaceX 为鸟克兰提供了卫星支持,这提升了人们对卫星通信的认知。 在民用领域,大 规模低轨卫星布局后,将显著提高接收宽带信号的速度,从而解决当前信号传输 速度较慢的问题。随着 6G 网络、智慧城市和自动驾驶等场景的发展,卫星通信 将有更大的发展空间。具体应用场景包括政府资源监测、应急保障,以及科研、 交通和媒体等领域。 要加海 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 碳纤维复合材料:eVTOL中的筋与骨 0 www.jyzq.cn (2 全国统一客服电话:95372 | 此文件版权归金元证券股份有限公司所有,未经许可任何单位或个人不得复制,题印。 金 元 证 劳 股份有限公司 DSTATE SECURITIES CO ... LTD. 1.1 eVTOL对于使用材料要求严格 eVTOL中使用材料应满足以下核心需求: | 核心要求 意义 | 具体要求内容 | | --- | --- | | 材料选择中 极致轻量化 的商要考量 | 由于 eVTOL 主要依赖电池供能,其整体性能受限于能源密度, 所以结构材料的轻量化成为提升续航能力和运营效率的关键路 | | | 径。使用碳纤维复合材料,可帮助整机减重约30%-40%,带来 | | 因素 | | | | 约20% 的航程提升,同时有效降低能耗与单位飞行成本 | | 商强度与 安全飞行的 | eVTOL 在起飞、巡航和降落等飞行阶段需承受复杂的气动裁荷、 | | | 报动载荷以及长期循环应力,这对材料的力学性能和结构可靠 | ...

Core Viewpoint - The A-share market in 2025 experienced a significant overall rise, with the Shanghai Composite Index up 18.4%, the ChiNext Index soaring nearly 50%, and the Shenzhen Component Index increasing close to 30%. This year marked a rare "true bull market" with over 4,000 stocks rising, accounting for nearly 80% of the total [1]. Group 1: Top Bull Stocks - The top bull stocks of 2025 were driven by trends in AI and mergers and acquisitions, with significant price increases observed across the board [3]. - **Shangwei New Materials**: Achieved a staggering 1827.3% increase due to a control change and a shift from traditional chemicals to humanoid robots, supported by a strong recovery in its main business [4][5]. - **Tiangpu Co., Ltd.**: Experienced a 1645.4% rise, fueled by expectations of a shell merger with an AI chip company, capitalizing on the booming demand for AI models [8][10]. - **ST Yushun**: Saw a 719.4% increase as it successfully transitioned from its old business to AI infrastructure, supported by a significant acquisition [11][12]. - **ST Yanzhen**: Increased by 636.7% due to asset injection and a change in control, transforming its traditional home goods business into a resource stock [13]. - **Shenghong Technology**: Rose by 586.0%, benefiting from its position as a Tier 1 supplier to Nvidia and the growing demand for AI server PCBs [14]. - **Changwo Technology**: Achieved a 581.7% increase, driven by surging orders in the wind power and new energy vehicle sectors [15][16]. - **Feilinger**: Increased by 568.5% due to a change in control and expectations of transitioning to AI home products [17]. - **Dingtaikao Technology**: Saw a 567.1% rise, benefiting from the increased demand for AI server PCB materials [18]. - **Hengbo Co., Ltd.**: Increased by 527.0%, capitalizing on the dual benefits of PEEK material localization and new energy vehicle components [19]. - **Shunhao Co., Ltd.**: Achieved a 507.7% increase, driven by policy support for industrial hemp and new tobacco products [20]. Group 2: Top Bear Stocks - The top bear stocks of 2025 were primarily associated with risks of delisting and deteriorating operations [22]. - **Zitian Technology**: Experienced a dramatic decline of 98.4% due to long-term fraud and refusal to comply with regulatory checks, leading to its forced delisting [23]. - **Delisted Suwu**: Fell by 96.9% after years of inflated profits and financial hollowing, triggering delisting conditions [25]. - **Renle Co., Ltd.**: Dropped by 94.6% due to operational collapse and insolvency, reflecting the impact of e-commerce and mismanagement [27]. - **Guangdao Co., Ltd.**: Declined by 94.2% as the first delisted stock from the Beijing Stock Exchange, due to significant financial fraud [29]. - **Dongtong Co., Ltd.**: Fell by 91.8% due to internal strife and fraud, leading to governance issues [30]. - **Delisted Pengbo**: Experienced a 92.9% drop, marking a record for financial fraud in A-shares, resulting in forced delisting [31]. - **Hengli Co., Ltd.**: Dropped by 92.8% after 21 years of continuous losses, leading to its eventual delisting [32]. - **Gongzhi Co., Ltd.**: Fell by 91.1% due to a collapse in revenue and management issues [34]. - **Zhongcheng Co., Ltd.**: Experienced a 90.5% decline due to blind diversification into new energy and financial fraud [35]. - **ST Changyao**: Dropped by 82.7% due to price cuts from centralized procurement and ongoing fraud investigations [36].

Core Viewpoint - The company, Huibei New Materials (301555.SZ), focuses on the research, production, and sales of specialty formulated modified epoxy resin products, targeting various applications including wind turbine blades and new composite materials [2] Group 1: Business Overview - The main business of the company includes the development, production, and sales of specialty formulated modified epoxy resin series products [2] - Key product categories include epoxy resins for wind turbine blades, new composite materials, and electrical insulation packaging [2] - The company is actively promoting the application of its new composite material epoxy resin products in downstream markets, particularly those that can be combined with carbon fiber [2]

今天，多元金融板块表现活跃。其中，拉卡拉领涨，翠微股份、鲁信创投、越秀资本均10cm左右涨停。其中，鲁信创投"一字"涨停，实现四连板。 在消息面上， 12月26日，据上交所网站消息，为了进一步规范科技型企业适用科创板第五套上市标准，更好支持尚未形成一定收入规模的优质商业火箭 企业适用第五套上市标准，加快推进商业航天创新发展、主动服务航天强国战略，上海证券交易所制定了《上海证券交易所发行上市审核规则适用指引第 9号——商业火箭企业适用科创板第五套上市标准》。 在岁末年初的交替阶段，A股市场迎来新"惊喜"。 12月29日，A股三大指数涨跌不一，沪指录得"9连阳"。截至12月26日，上证指数今年以来的最长连阳纪录是"8连阳"，共发生2次：一次发生在4月11日— 22日，另一次在8月4日—13日。 截至今天收盘，沪指涨0.04%，深成指跌0.49%，创业板指跌0.66%，北证50指数跌0.45%。沪深京三市成交21577亿元，较上一日缩量234亿元。 在板块题 材上，碳纤维、脑机接口、多元金融等板块涨幅居前。 01 多元金融板块表现活跃 业内人士表示， 商业航天产业的快速发展，将为碳纤维复合材料带来巨大市场空间。据不 ...

Group 1: Market Overview - The A-share market is experiencing two significant trends: the strong performance of the commercial aerospace sector and the continuous rise of the Shanghai Composite Index, which is on track for a potential "9 consecutive days" increase [1][2] - Various sectors such as diversified finance, carbon fiber, gas, and wind power equipment are showing active performance, linked to the trading logic of the commercial aerospace sector [1][2] Group 2: Sector Performance - The carbon fiber sector is witnessing substantial gains, with companies like Guangwei Composite Materials and Jilin Carbon Valley seeing significant stock price increases [5] - The diversified finance sector is also performing well, driven by venture capital concepts, with companies like Luxin Venture Capital hitting the daily limit [4] - The wind power equipment sector is boosted by stocks like Goldwind Technology, which has reached the daily limit, benefiting from the commercial aerospace IPO sentiment [6] Group 3: Regulatory Developments - The Shanghai Stock Exchange has introduced guidelines to support high-quality commercial rocket companies in meeting the fifth set of listing standards on the Sci-Tech Innovation Board, aiming to accelerate the development of the commercial aerospace industry [5] Group 4: Brain-Computer Interface Sector - The brain-computer interface sector is experiencing a surge, with companies like Mylande and Sanbo Brain Science seeing significant stock price increases [7] - The National Medical Products Administration has released a new list of priority approvals for high-end medical devices, including implantable brain-computer interface devices, which is expected to enhance market growth [10] - The global brain-computer interface market is projected to exceed $10 billion by 2030, with significant growth potential in the medical application sector [10]

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 在这岁末年初的交替阶段，A股市场迎来两个"惊喜"。 一是商业航天板块强者恒强的走势，成为市场人气最高的板块。 今天上午，多元金融、碳纤维、燃气、风电设备等板块表现活跃，这些看似"不相干"的板块，背后 却因为商业航天板块交易逻辑扩散，串联了起来。 二是上证指数的连阳走势。 今天 上午， 上证指数继续上涨，日线迎来"9连阳 " 。截至12月26 日，上证指数今年以来的最长连阳纪录是"8连阳 " ，共发生两次：一次发生在4月11日—22日， 另一次在8月4日—13日。 今天 下午，上证指数若保持涨势，将迎来日线"9连阳 " ，打破此前 的"8连阳 " 纪录。 今天上午，算力产业链、消费电子、有色金属等板块上涨，锂电产业链回调。截至午间收盘，上证 指数上涨0.31%，深证成指上涨0.03%，创业板指下跌0.32%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3975.92 | 13607.39 | 3233.53 | | +12.24 +0.31% | +3.50 +0.03% ...

格隆汇12月23日丨中简科技(300777.SZ)在互动平台表示，公司产品应用在多个航空航天细分领域。商 业航天的快速发展将为碳纤维复合材料带来巨大市场空间，公司将综合考虑商业航天用户的低成本、高 性能、快速响应等特点，以适销对路的产品服务于不同的细分场景。 ...