山东省委十二届十次全会提出，要加快构建一流创新生态，着力打通科技与产业等深度融合通道。 山东强化企业为主导的产学研融通创新，以"攻坚核心技术""拓展应用场景"双轮驱动，激活高质量发展 新动能。 淄博芯材集成电路有限责任公司制造技术部工程师孙桢介绍说："目前行业内比较常用的是使用磁 控溅射来做金属种子层，但是磁控溅射它的结合力也处于研究阶段。我们使用化学方法研发了一种玻璃 表面改性的试剂，然后它主要是通过化学键合，然后使玻璃的过渡层以及后续的金属层实现一个界面结 合，增加了它的结合力。" 支持企业研发， 淄博当地将其纳入重点项目储备培育库，争取省级科技创新发展资金1000万元。 同时，打通"科技—产业—金融"循环，精准赋能成长型科技企业发展。 目前，淄博电子信息产业形成了电子材料、集成电路及元器件、智能终端等上下游紧密联系的产业 链条，年产IC卡封装载带20亿片、芯片封装测试33亿片，全球市场占有率分别达到20%、33%。 场景落地催生产业增量。天瑞重工正在建设国内首条磁悬浮电机自动生产线，投产后年产能可达万 台，比之前提升了三倍。在天瑞重工的引领下，潍坊聚集相关产业40余家，正全力打造"中国磁浮之 都"。 潍 ...

Core Points - The first national standard for the magnetic levitation industry in China, titled "Magnetic Levitation Power Technology Terminology" (GB/T 46078—2025), was released in Weifang, Shandong on September 23 [1][3][4] - This standard serves as a foundational document for the technical standard system, unifying industry terminology and laying a solid foundation for the development of subsequent product technical specifications and testing methods [3][4] - The standard aims to promote technological innovation, regulate development, and enhance international competitiveness within the magnetic levitation industry [3][4] Industry Impact - Magnetic levitation power technology is a key area supported by China as a new productive force, with applications in emerging industries such as cement, papermaking, wastewater treatment, thermal power, chemicals, pharmaceuticals, semiconductors, and aerospace [3][4] - The standard addresses issues related to high communication costs and difficulties in technology promotion due to the lack of unified standards, thereby facilitating clearer technical exchanges and reducing R&D costs [3][4] - The release of this standard is expected to improve product quality and reliability, enhance user confidence, and expand market application scale [4]

Core Viewpoint - 瑞晨环保 (301273.SZ) does not manufacture magnetic levitation blowers and cannot apply them in data center-related fields [1] Company Summary - The company has clarified its current production capabilities regarding magnetic levitation blowers [1] - There is no involvement of the company in the data center sector concerning the mentioned technology [1]

Investment Overview - The company is establishing a new subsidiary, Hunan Xiangdian Strong Magnetic Technology Co., Ltd., with a registered capital of RMB 100 million [2][24] - The investment structure includes a cash contribution of RMB 60 million from the company's wholly-owned subsidiary, Changsha Xiangdian Electric Technology Co., Ltd., and a 40% contribution from Huazhong University of Science and Technology through intellectual property [2][4] Investment Details - Changsha Xiangdian Electric Technology Co., Ltd. will hold a 60% stake, while Huazhong University of Science and Technology will hold 40%, with 70% of the university's contribution awarded to the technical team as personal shares [2][4] - The first phase of cash contribution from Changsha Xiangdian is RMB 30.795 million, with the second phase to follow [4] Strategic Importance - The focus of the new company is on the development of magnetic levitation bearing high-speed motors, which are identified as a strategic product direction for the company [3][56] - The collaboration with Huazhong University aims to leverage their technological advantages in magnetic levitation bearing control technology to accelerate the development of the high-speed motor industry [3][56] Financial Projections - The new company is projected to achieve a net present value of investment returns of RMB 108.32 million by the seventh year of operation, indicating a positive outlook for investment recovery [20] Governance Structure - The new company will have a governance structure consisting of a shareholders' meeting, a board of directors with five members, and a management team [17][35] - The board will include three members nominated by Changsha Xiangdian, one by Huazhong University, and one by Lu Yang, who represents the technical team [17][35] Risk Management - The company acknowledges potential risks related to product development, market demand, and the exit strategy for the university's investment, with measures in place to mitigate these risks [22][56]

Group 1 - The government work report emphasizes the integration of technological innovation and industrial innovation, aiming to enhance the effectiveness of technology transfer and support policies for private enterprises [1] - The company, Tianrui Heavy Industry, specializes in magnetic levitation technology, which is a multidisciplinary approach combining electromagnetics, electronics, control engineering, and mechanics, providing energy-saving solutions for high-energy-consuming industries [1] - Magnetic levitation equipment offers significant environmental and economic benefits, achieving an average energy saving of 30% compared to traditional rotating machinery, with a long lifespan and no oil pollution [1] Group 2 - Tianrui Heavy Industry has developed eight types of efficient energy-saving equipment, including magnetic levitation blowers, which are applied in various industries such as cement, papermaking, alumina, wastewater treatment, steel, and chemicals [1] - The government report's directive to develop new productive forces according to local conditions provides guidance for private enterprises to promote technological innovation and industrial upgrading [1] - The company plans to continue advancing in the field of magnetic levitation technology, aiming to contribute to the green, low-carbon, and high-quality development of the economy and support China's dual carbon goals [2]