当消费电子迎来AI赋能的迭代浪潮，当新能源产业驶入高质量发展的快车道，捷邦科技(301326.SZ)正 以精密制造为基、以技术创新为翼，在两大黄金赛道上"换挡加速"，从精密制造领军者向多元化科技创 新企业跃升。 锚定高增长黄金赛道，打造新的业绩增长极 精准的赛道布局是捷邦科技未来持续成长的关键。目前，公司已构建起"消费电子精密制造+新能源新 材料"的双轮驱动格局。与此同时，捷邦科技还紧抓算力基础设施升级机遇，推出液冷散热模组产品， 获得了北美大客户送样资格，未来或有望成为公司新的利润增长点。 在消费电子领域，捷邦科技通过收购赛诺高德，实现了VC均热板蚀刻加工技术的突破，成为少数进入 果链的散热部件厂商之一。据了解，赛诺高德是国内手机VC均热板蚀刻加工领域的头部企业，在过去 多年的经营发展中沉淀了不少优质客户，也积累了过硬的技术能力与充足的产能储备，并且获得北美A 客户一级供应商代码。 随着赛诺高德进入并表带来的消费电子业务发力，捷邦科技的经营业绩从今年第三季度开始扭转。财报 显示，公司今年第三季度实现营收5.24亿元，同比增幅109.33%，实现归属于上市公司股东的净利润 2,544.72万元，同比激增加29 ...

展会地点： 展馆分布： N1半导体碳材料馆、N2能源与装备碳材料馆 展会名称： Carbontech 2025第九届国际碳材料大会暨产业展览会 展会主题： 材料创新驱动产业变革 展会时间 ： 202 5年12月9-11日 尊敬的各位展商、嘉宾、参会代表、观众、合作单位、媒体及业界朋友们： 您好！ 诚挚欢迎您参加 Carbontech2025第九届国际碳材料大会暨产业展览会 。本届展会以 "材料创新驱动产业变革" 为主线，其中 N1半导体碳材料馆 聚焦金刚 石及超硬材料的最新成果与产业化应用， N2能源与装备碳材料馆 集中展示碳材料在风电、空天、汽车、储氢及电池等战略性领域的应用与创新解决方案。 Carbontech2025将举办 4大应用端大会，以及新品发布、钻石宣讲、供需对接等7大同期活动 。我们诚邀国内外知名学者、技术专家、产业领军企业及创 新团队莅临参与！ 组织机构 名誉主席： 薛群基，中国工程院院士 应用大会： 2025金刚石年会 （金刚石全场景应用拓展 & 材料制造大会、超精密加工与制造大会） 、碳纤维高端装备制造大会、新能源碳材料与电 池大会 同期活动： 新品发布、供需对接、科研成果展示、应用产品 ...

Core Viewpoint - The article discusses the upcoming Carbontech 2025 International Carbon Materials Conference and Exhibition, emphasizing the theme of material innovation driving industrial transformation and highlighting various events and activities scheduled during the conference [4][19]. Event Overview - The Carbontech 2025 conference will take place from December 9 to 11, 2025, at the Shanghai New International Expo Center, featuring two main exhibition halls: N1 for semiconductor carbon materials and N2 for energy and equipment carbon materials [4][5]. - The event will include product launches, supply-demand matching, scientific research achievements display, application product showcases, and diamond viewing sessions [2][4]. Schedule and Activities - The event schedule includes exhibitor registration, audience registration, and various conferences such as the Diamond Annual Conference, Carbon Fiber High-end Equipment Manufacturing Conference, and New Energy Carbon Materials and Battery Conference [9][19]. - Specific sessions will cover topics like CVD diamond applications, carbon fiber development, and advancements in battery materials, with presentations from industry experts [20][24]. Transportation and Venue Information - The venue is accessible via multiple transportation options, including taxis, metro lines, and buses, with detailed routes provided for attendees coming from major transport hubs like Shanghai Pudong International Airport and Shanghai Hongqiao International Airport [10][12][18]. - The exhibition layout and traffic routes are designed to facilitate easy navigation for participants [6][10]. Exhibitor Information - A diverse range of exhibitors will participate, showcasing innovations in carbon materials, diamond technology, and related equipment, with a comprehensive list of exhibitors provided [30][31].

Core Insights - The report emphasizes the ongoing supply-side reform policies in the steel industry, which aim to effectively control new capacity and promote the reduction of existing steel production capacity [2][5] - The new materials sector is highlighted for its promising prospects, with advancements in materials science leading to the emergence of innovative materials such as carbon nanotubes and amorphous alloys, which cater to specific industry needs [3][4] Group 1: Steel Industry Overview - The Ministry of Industry and Information Technology released a draft for the "Implementation Measures for Capacity Replacement in the Steel Industry," which restricts new capacity and mandates a replacement ratio of no less than 1.5:1 for iron and steel production [2][5] - Domestic crude steel production continues to decline, with a reported 7.46 million tons produced in the first nine months of 2025, a year-on-year decrease of 2.9% [37][40] - The report notes that the real estate sector's decline is slowing, with new housing starts down 18.9% year-on-year, but the rate of decline is less severe compared to previous years [3][87] Group 2: New Materials Sector - The report identifies significant developments in the new materials industry, particularly in the application of carbon nanotubes and amorphous alloys in sectors such as batteries and electric vehicles [3][4] - Amorphous alloys are noted for their efficiency in reducing energy consumption and manufacturing costs in electric vehicle motors, while nanocrystalline materials are gaining attention due to their application in solid-state transformers [4][106] - The demand for carbon nanotubes is expected to surge due to their critical role in solid-state battery technology, which enhances market opportunities for this material [3][5][122] Group 3: Recommended Companies - The report recommends several companies within the new materials sector, including Hebei Steel Resources, Tian Nai Technology, Yunlu Co., and Lian Ke Technology, highlighting their potential for growth and profitability [4][5][17]

硅碳、电芯、新能源汽车、无人机、人形机器人、工商业储能、超级电容器等企业免费参会！ 转发本文到朋友圈，扫描上方二维码报名即可。 【Carbontech】整理了《碳纳米管重点企业分析——相关产品、经营情况、近期动态》PPT（持续更新），共24页，涵盖16家重点企业。 部分报告内容如下： | | 产品名称 | 量产时间 | 产品特点 | 重点应用领域 | | --- | --- | --- | --- | --- | | 第一代 | 石墨烯号电浆料G8系 | 2015年 | 石墨烯层数为8层,片径为10um,具有优异的导电性和加工性 | 磷酸铁锂正极 | | | | | 能 | | | 第二代 | 碳管复配石墨烯导电浆料G6系 | 2016年 | 石墨烯层数为6-8层, 在为5-10um,与碳纳米管复配形成 | 磷酸铁锂正极 | | | | | 面-线多维导电网络, * 试内 阳 · 时可以改善锂离子电池倍率 | | | | | | 性能 | | | 第三代 | 高纯高导电性细管径导电浆料 | 2017年 | 碳管 a行 为5-15n.n,具有优异的导电性,在三元以及钻酸锂 | 三元正极和磷酸铁 | | | NS ...

硅碳、电芯、新能源汽车、无人机、人形机器人、工商业储能、超级电容器 等企业 免费参会 ！ 转发本文到朋友圈，扫描上方二维码报名即可 。 【Carbontech】 整理了 《 碳纳米管重点企业分析——相关产品、经营情况、近期动态 》 PPT （持续更 新）， 共24页 ，涵盖 16 家重点企业。 部分报告内容如下： 企业名录 北京碳垣新材料科技有限公司 1 2 Cabot Corporation 3 广东道氏技术股份有限公司 4 广东莱尔新材料科技股份有限公司 5 Huntsman Corporation 6 江苏天奈科技股份有限公司 7 LG化学 8 OCSiAL 9 山东大展纳米材料有限公司 10 山东碳寻新材料有限公司 11 山东长信化学科技股份有限公司 12 深圳市金百纳纳米科技有限公司 13 深圳市纳米港有限公司 14 深圳烯湾科技有限公司 无锡东恒新能源科技有限公司 15 中国科学院成都有机化学有限公司 16 *按企业名称拼音首字母排序 重点企业3: 广东道氏技术股份有限公司 道氏技术碳纳米管产品迭代情况 | | 产品名称 | 量产时间 | 产品特点 | 重点应用领域 | | --- | --- | ...

（编辑 姚尧） 证券日报网讯 天奈科技11月11日在互动平台回答投资者提问时表示，公司设立常州天奈机器人科技有 限公司，旨在基于碳纳米管特别是公司单壁相关产品的优异性能，拓展碳纳米管在机器人应用领域的材 料研发，如增强复合材料、电磁屏蔽材料、抗静电材料、键绳、人工肌肉、柔性传感器等方面的研究与 市场开拓。公司与众多厂商均有开展合作，具体事项涉及保密协议及商业合约约束，公司不便将具体合 作内容进行回复。 ...

Core Insights - The article discusses the upcoming Carbontech New Energy Carbon Materials and Battery Conference, focusing on the preparation of new energy carbon materials and their applications in the battery industry [3][27]. - The conference will feature various speakers from leading companies and research institutions, highlighting advancements in carbon materials such as silicon-carbon anodes and solid-state batteries [6][27]. Group 1: Conference Overview - The conference will explore cutting-edge research and industrial applications of carbon materials, including porous carbon, silicon-carbon anodes, and conductive additives [3][6]. - Confirmed speakers include representatives from major companies like China Aviation Engine Corporation, Aion, and other notable firms in the energy sector [3][6]. Group 2: Registration and Participation - Registration fees are set at ¥1200 for corporate or research representatives and ¥800 for students, with on-site fees being higher [13]. - The event is expected to attract a diverse audience, including over 500 companies and 2000+ professional attendees [27][28]. Group 3: Exhibitor Information - The conference will feature an exhibition area showcasing global carbon material research, production, and application companies, with products ranging from graphene to carbon fibers [14][27]. - A list of exhibitors includes companies like Shenzhen Guangda Tong Innovation Materials and Hunan Dingli Technology, among others [14][15]. Group 4: Previous Event Highlights - The previous Carbontech 2024 conference successfully concluded with over 500 enterprises and nearly 150 presentations, gathering more than 40,000 professional visitors [27][28]. - The event covered various topics related to carbon materials, attracting significant participation from research teams and end-users [28].

Core Viewpoint - Tianwei Technology is a leading global enterprise in carbon nanotubes, focusing on the research, production, and sales of nano-level carbon materials, with significant technological barriers and cost advantages [1] Group 1: Business Performance - In Q3 2025, Tianwei Technology reported revenue of 1 billion CNY, ranking 39th out of 44 in the industry, significantly lower than the top competitors Zhongwei Co. (33.3 billion CNY) and Greeenmei (27.5 billion CNY) [2] - The net profit for the same period was 196 million CNY, ranking 16th in the industry, below the leading companies but above the industry average of 198 million CNY [2] Group 2: Financial Ratios - As of Q3 2025, Tianwei Technology's debt-to-asset ratio was 34.44%, lower than the previous year's 43.14% and below the industry average of 51.96% [3] - The gross profit margin for Q3 2025 was 36.82%, an increase from 35.74% year-on-year, and significantly higher than the industry average of 10.89% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 3.63% to 24,700, while the average number of shares held per shareholder decreased by 3.50% to 13,900 [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Jiashi New Energy New Materials Stock A, with the former being a new shareholder [5] Group 4: Future Outlook - Tianwei Technology's Q3 2025 report indicated a year-on-year revenue decline of 3.8% but a net profit increase of 7.4%, with expectations for significant growth in single-wall carbon nanotube shipments [5] - The company is projected to ship 3,000 to 4,000 tons of single-wall products in Q4 2025, with a forecasted net profit of 340 million CNY for 2025 [5] - Adjusted profit forecasts for 2025-2027 are 310 million CNY, 654 million CNY, and 864 million CNY, respectively, with a target PE of 37 for 2026 [6]

Core Viewpoint - The article highlights the increasing importance of intellectual property (IP) protection in the lithium battery industry, emphasizing that it has transitioned from a "soft constraint" to a "high-pressure line" that companies must adhere to [5]. Group 1: Legal Cases and Consequences - Tian Nai Technology's three former employees were sentenced to prison for violating trade secrets, with sentences ranging from three years and six months to three years and nine months, along with fines between 300,000 and 500,000 RMB [6]. - The court found that one of the employees took confidential documents related to the company's core catalyst formula upon leaving the company [7]. - The misuse of these trade secrets led to the public disclosure of Tian Nai's core technology, impacting the subsequent employment of the involved individuals [8]. Group 2: Industry Trends and Responses - The lithium battery materials industry has seen a rise in trade secret infringement cases, with judicial penalties becoming more severe and protective measures more diverse [10]. - Tian Zhi Materials also faced a similar case where former employees disclosed production processes to competitors, resulting in prison sentences and a civil lawsuit seeking damages of up to 887 million RMB [11]. - The complexity of IP disputes in the industry is highlighted by counterclaims, such as Yongtai Technology suing Tian Zhi Materials for defamation [11]. Group 3: Shift in Industry Perspective - The series of landmark cases indicates a growing recognition and protection of intellectual property within the lithium battery materials sector [12]. - Tian Nai Technology has integrated IP protection into its core business strategy, establishing a comprehensive protection system [13]. - The industry is moving away from relying on technological shortcuts, recognizing that IP is essential for maintaining competitive advantages and market order [14][15].