GMMT 2025 搜狐号@AEIC学术交流中心 会议现场 2025年6月23日至25日，由剑桥大学与东北大学联合主办的"2025年绿色材料与制造技术国际会议"（GMMT 2025）在英国剑桥大学成功举行。AiScholar艾思 科蓝为本次大会提供全流程技术服务保障！会议汇聚全球知名高校、研究机构及产业界专家学者，共同探讨绿色材料与可持续制造技术的前沿进展与创新应 用，为推动全球可持续发展贡献智慧。 本次会议聚焦应对环境与资源挑战，旨在促进绿色、低碳发展领域的国际合作与交流。议程涵盖5场主旨报告、14场特邀报告、圆桌讨论及口头汇报，集中 展示了该领域的最新研究成果与发展趋势。 聚焦核心议题，贡献全球智慧 主旨报告： 国际权威学者分享了关键领域的突破性研究，包括：英国伦敦大学玛丽女王学院Harry Bhadeshia爵士提出的钢铁行业减排路径与全球协作方案； 剑桥大学Vasant Kumar教授对氢经济前景的分析；东北大学Ali Kamali教授关于熔融盐技术在材料绿色合成与废料回收的创新应用；萨里大学S. Ravi P. Silva 教授阐述的先进材料对实现净零目标的核心作用；伦敦大学学院Nguyen Thi ...

[Table_Info1] 英科再生(688087) [Table_Title] 证券研究报告 / 公司点评报告 推出限制性股票激励计划，彰显未来发展信心 [Table_Summary] 事件： 公司公告 2025 年限制性股票激励计划，6 月 23 日已向 612 名激励对象 授予 737.80 万股限制性股票，约占公告时总股本的 3.94%，授予价格 为 12.01 元/股。公司层面业绩考核目标值为，2025-2029 年，营业收入 分别不低于 33.63/ 38.67/ 44.47/ 51.14/ 58.81 亿元，或归母净利润（剔除 股份支付费用后）分别不低于 3.53/ 4.06/ 4.67/ 5.37/ 6.17 亿元。 点评： 本次授予股票数量、激励人数远高于上一期，有助于调动高管和核心员 工积极性，并且指引 2026-2029 年收入或净利润的复合增速均为 15%， 彰显公司对未来发展信心。 新产品、新客户增量显著，海外产能加速投建。Q1 为外贸传统淡季， 公司收入依然实现 25%增长，主要得益于新产品、新客户表现亮眼， 部分非美市场增长强劲。分产品看，2024 年公司成品框/ 装饰建材/ P ...

Core Viewpoint - The company, Guangdong Jushi Chemical Co., Ltd., has received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, highlighting significant adjustments in its financial performance due to impairment losses and accounting errors related to its subsidiary, Guanzhen Technology [1][2]. Financial Performance Adjustments - The company corrected its 2024 annual performance forecast, revealing substantial discrepancies in operating profit, total profit, net profit attributable to shareholders, and earnings per share due to impairment losses totaling 43.62 million yuan [1][2][11]. - The adjustments included a 43.62 million yuan impairment loss for performance compensation related to Guanzhen Technology, 11.63 million yuan for fixed asset expense processing, 21 million yuan for intangible asset impairment, and 21.75 million yuan for fixed asset impairment in leasing business [1][2][11]. Business Background and Impairment Reasons - The company signed a share transfer agreement for Guanzhen Technology, with a total payment of 60 million yuan, and an additional 72 million yuan contingent on performance over three years [2][3]. - The performance commitments for Guanzhen Technology were adjusted, with net profit targets set at 12 million yuan, 18 million yuan, and 24 million yuan for 2022, 2023, and 2024 respectively [3][4]. - Due to continuous losses and unfavorable market conditions, the company reassessed the recoverability of performance compensation, leading to a significant reduction in the estimated value of Guanzhen Technology's shares [6][7]. Internal Control and Compliance Measures - The company acknowledged deficiencies in asset value confirmation and fixed asset depreciation management, prompting a comprehensive review and adjustment of its financial reporting processes [10][11]. - The management has implemented corrective measures, including enhancing internal controls and financial management practices, to prevent similar issues in the future [10][11]. Revenue and Profitability - For 2024, the company reported revenue of 4.08 billion yuan, a year-on-year increase of 10.72%, but a net loss of 236 million yuan, reversing from a profit of 29 million yuan in the previous year [11]. - The losses were attributed to impairment losses on assets related to Guanzhen Technology and increased costs associated with new business ventures still in development [11].

Core Viewpoint - The company, Guangdong Jushi Chemical Co., Ltd., has made significant adjustments to its financial forecasts and reports due to substantial impairment losses related to its subsidiary, Guanzhen Technology, and other asset evaluations, leading to a shift from profit to loss in its financial performance for 2024 [1][15]. Financial Performance - In 2024, the company reported operating revenue of 4.08 billion yuan, a year-on-year increase of 10.72% [15]. - The net profit attributable to shareholders was -236 million yuan, a reversal from a profit of 29 million yuan in the previous year [15]. - The non-recurring net profit was -206 million yuan, compared to -25 million yuan in the same period last year [15]. Adjustments and Impairments - The company corrected its earnings forecast due to significant adjustments in operating profit, total profit, net profit attributable to shareholders, and earnings per share, primarily due to impairment losses totaling 43.62 million yuan for performance compensation related to Guanzhen Technology [1][15]. - Specific impairment losses included 43.62 million yuan for performance compensation, 11.63 million yuan for fixed asset expenses, 21 million yuan for intangible assets, and 21.75 million yuan for fixed assets related to leasing [1]. Business Background and Agreements - The company acquired a 55% stake in Guanzhen Technology for 132 million yuan, with a payment structure based on the company's net profit over three years [4][5]. - Adjustments to the performance commitments for Guanzhen Technology were made, with minimum net profit targets set for 2022, 2023, and 2024 at 12 million yuan, 18 million yuan, and 24 million yuan, respectively [5]. Internal Control and Compliance - The company conducted a comprehensive self-examination and found no other accounting errors or necessary retrospective adjustments, indicating that internal controls related to financial reporting were not significantly deficient [12][13]. - The management has implemented corrective measures to enhance compliance and internal control, focusing on asset value accounting and fixed asset depreciation [12][13]. Customer and Supplier Information - The company provided detailed information on its top five customers and suppliers, including transaction amounts and changes in rankings, indicating a shift in customer dynamics and market conditions [16][18].

2025.6.19市场逻辑精选 特别提示：下文涉及的题材或公司，内容罗列和篇幅长短，与后续涨跌无关，亦均非进行推荐，仅作- 研究辅助。投资者应自主决策,注意风险。 市场热点 , 液冷:首批国家标准即将发布 超导:上海超导科创板IPO申请获受理 三、大涨分析 鼎际得: POE粒子国产替代 中京电子:高端PCB多领域供应商 户的保密协定不便透露。 顺威股份:空调风叶龙头,间接供货小米空调 Al眼镜:多款重磅产品即将发布 二、机会前瞻 。稀土：盘后消息,印度政府叫停该国唯一稀土矿商的出口。（广晟有色、北方稀土、中国稀土、金力- 永磁、正海磁材等) 个股信息 震安科技:实控人拟变更,收购方为华为核心供应商 普路通:布局半固态钠电池,合作小米 逸豪新材: 合作胜宏科技,布局高速高频电子铜箔 通润装备:北美市场工商业逆变器市占率第一 新光光电：布局轻小型激光防御系统，精准打击无人机 。驱动 四、市场挖掘及传言补充 题材信息 华如科技：盘后调研信息，公司核心品牌XSim®实现从"军事仿真"向"军事智能"升级跨越，具备- 军事认知和决策能力，可为军事智能决策、虚拟训练、数智试验、模训器材、智能装备五大应用领域- 提供支撑；公 ...

Group 1 - An innovative team consisting of a private enterprise and two universities in Zhejiang has developed a coating technology for perovskite solar cell materials, achieving stable mass production of square meter-level perovskite components [1] - The research results were published in the journal "Science," highlighting the increasing capability of private enterprises in innovation and their role as leaders in emerging industries [1] - CATL, a global leader in power batteries, announced its vision to become a zero-carbon technology company, aiming for carbon neutrality in all battery factories by the end of the year [1] Group 2 - The new rice variety "Huahang Xiangyin Zhen," developed by South China Agricultural University, has gained popularity among farmers due to its high yield and disease resistance, with a breeding cycle reduced to 4 years from the traditional 8 to 10 years [2] - An international team of scientists has developed a new nanoparticle carrier for gene drugs, which can deliver treatments directly to lung lesions, potentially benefiting patients with lung cancer and cystic fibrosis [2] - Research from the Chinese Academy of Sciences has confirmed that multimodal large language models can spontaneously form object concept representation systems similar to human cognition, paving the way for advancements in artificial intelligence [2] Group 3 - The theory of embodied intelligence is gaining attention in fields like artificial intelligence and robotics, with a focus on developing humanoid robots that can perform precise operations through tactile feedback [3] - A joint research team from Peking University and Beijing General Artificial Intelligence Research Institute has created a "fully tactile robotic bionic hand," enhancing the ability of robots to learn and make decisions through interaction with their physical environment [3] - The concept of embodied intelligence may enable artificial intelligence to complete a wider range of tasks, moving towards general artificial intelligence [3]

这是国家民用空间基础设施中长期发展规划中首颗地球物理场探测业务卫星，可服务于地震、极端天 气、空间天气灾害等预测研究。 中新社北京6月14日电 题："张衡一号"02星升空 中意航天合作"上新" 中新社记者 马帅莎 6月14日，电磁监测卫星"张衡一号"02星在长征二号丁运载火箭的护送下，在中国酒泉卫星发射中心发 射升空，并成功入轨，中国和意大利航天合作又"上新"。 以"张衡一号"02星命名电磁监测卫星，主要是为纪念中国古代科技代表人物张衡在地震观测方面作出的 杰出贡献。早在2018年，中国就发射了"张衡一号"01星，成为世界上少数拥有在轨运行高精度地球物理 场探测卫星的国家之一。 中国国家航天局系统工程司副司长彭伟介绍称，"张衡一号"系列卫星可监测全球电磁场、电磁波，以及 电离层、中性大气层结构的相关参数。基于这些科学数据，科学家可以研究地球物理场变化与地质活动 相关性的科学规律，支撑地震、海啸、火山爆发等灾害，以及极端天气、空间天气灾害预测研究。 6月14日， "这些都将更好服务于地震和空间天气等自然灾害的早期感知、风险评估和监测预警的相关科学研究， 以天基手段为防灾减灾救灾提供助力和支撑。"彭伟说。 "张衡 ...

上海市科学技术委员会关于发布 上海市2025年度 科技产业高质量发展计划 "养老科技支撑"项目申报指南的通知 沪科指南〔2025〕16号 各有关单位： 为深入实施创新驱动发展战略，加快建设具有全球影响力的科技创新中心，根据《上海市推进养老科技创新发展行 动方案（2024-2027年）》，上海市科学技术委员会发布2025年度科技产业高质量发展计划"养老科技支撑"项目 申报指南。 一、征集范围 专题一：生活辅助、健康服务类产品 方向1：智能循迹轮椅 研究目标： 研发具有自主知识产权的重载智能循迹辅助出行产品，助力行动功能障碍老人高质量、健康安全出 行。 考核指标： 提供包含非侵入式脑机接口控制模式在内的人机交互模式≥3种；实现前进、后退、停止、转弯等操作 指令≥4种。可实现360 o 水平方向检测，垂直方向检测范围≥60 o （以轮椅中心为原点）：在前进方向上，能够 检测到距离轮椅6 m范围内的障碍物，包括静止的物体和移动的行人，识别率100%，准确率≥98%。可在≥5类 模拟复杂路况下行驶，避障成功率≥99%；可采用语音、输入等方式设置目的地，并具备自主导航常设目的地功 能。可实现50-100 kg的负载在室内 ...

为现代芯片制造商打造强大、可靠且可制造的光源是当今业界最复杂的挑战之一。在所有光刻系统制 造商中，只有 ASML 成功研发出用于打印最小芯片特征的 EUV 光源——但一家初创公司却提出了 一个颠覆现状的全新理念。 Inversion Semiconductor是一家位于旧金山的初创公司，由风险投资公司 Y Combinator 投资。该 公司计划开发一种基于紧凑型粒子加速器的光源，声称其功率将比 ASML 现有技术高 33 倍，可以 为生产更精细的芯片特征铺平道路。 Inversion技术的核心是一种"台式"粒子加速器，它比传统粒子加速器小 1,000 倍，但输出功率却高 达 10 kW。尽管尺寸微小，但 Inversion 声称，其光源利用激光尾流场加速 (LWFA ) 方法，可以将 芯片制造速度提高 15 倍（假设一个 10 kW 光源为一个光刻系统供电），或者同时为多个芯片制造 工具供电，从而降低成本。 来源：内容编译自 tomshardware 。 图片来源：反转光刻技术 公众号记得加星标⭐️，第一时间看推送不会错过。 Y-Combinator 支持的初创公司着眼于强大的激光尾场加速器，以实现先进的光 ...

编者按 6月5日是世界环境日，今年的主题为"终结塑料污染"。我国在全世界减少塑料污染中扮演 着重要角色。多年来，我国从生产、使用、回收、处置、清理等各个环节持续推进塑料污染治理，塑料 废弃物的环境污染得到有效遏制。本报推出特别策划，讲述我国塑料污染治理的方法、经验，展示美丽 中国建设的成效与进展。 去超市买菜，尽量用自己带的布袋子，而不用塑料袋；喝奶茶等饮料，用纸吸管或不用塑料吸管； 在生活垃圾分类时，把矿泉水瓶等塑料制品单独分出，投放到"可回收"垃圾桶内……目前，我国公众为 减少使用一次性塑料制品，付出了很多努力和行动。 同济大学生态文明与循环经济研究所所长、中国合成树脂协会塑料循环利用协会会长杜欢政教授 说，在塑料污染治理领域，我国已形成"法律—政策—标准"三位一体的治理体系。近年来，我国先后出 台《关于进一步加强塑料污染治理的意见》《"十四五"塑料污染治理行动方案》等文件，并将塑料污染 治理范围从零售餐饮扩展至电商、外卖等新兴领域，建立全链条管理网络。 快递和外卖业是污染主要来源 塑料污染问题已逐渐成为仅次于气候变化的全球第二大焦点环境问题。 资料显示，全球每年约有800万吨塑料进入海洋，对海洋生物造成 ...