超导材料

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激浊扬清,周观军工:第139期:可控核聚变或迎产业化加速推进
Changjiang Securities· 2025-10-13 01:41
激浊扬清,周观军工 第139期: 可控核聚变或迎产业化加速推进 长江证券研究所军工研究小组 %% %% %% %% 2025-10-13 %% %% research.95579.com 1 证券研究报告 • 证券研究报告 • 评级 看好 维持 分析师及联系人 分析师 王贺嘉 分析师 王清 分析师 杨继虎 分析师 张晨晨 SAC执业证书编号:S0490520110004 SAC执业证书编号:S0490524050001 SAC执业证书编号:S0490525040001 SAC执业证书编号:S0490524080007 SFC执业证书编号:BUX462 分析师 张飞 分析师 李麟君 SAC执业证书编号:S0490525060003 SAC执业证书编号:S0490525080002 %% %% research.95579.com 2 01 可控核聚变:BEST杜瓦底座成 功安装,项目建设进入新阶段 02 模块电源:防务需求稳步复苏, AIDC加快建设牵引高景气周期 03 孟加拉国计划采购10CE战斗机, 重视军贸主机厂高端化破局机会 04 十四五务期必成甄选产品力提升、 渗透率提升客单价提升核心标的 目 录 % ...
帮主郑重:周末政策密集发力,“中国版英伟达”过会,中长线该盯啥?
Sou Hu Cai Jing· 2025-09-28 15:35
先看最重磅的央行例会,这可是定调子的事。三季度例会明确说了要"保持流动性充裕""推动社会综合融资成本下降",还特别提了要用好股票回购增持再贷 款,探索常态化安排来维护资本市场稳定。跟二季度比,这次删了"加力实施增量政策",反而强调"落实存量政策""释放政策效应"。说白了,就是政策不会 急转弯,而是稳稳托着市场,给咱们这些中长线投资者吃了颗定心丸——不用怕突然的政策波动,重点看长期的稳预期。 最后说下接下来要盯的事儿,9月30号的PMI特别关键,8月是49.4,要是能回到扩张区间,那经济回暖的信号就更明确了。外围还得看美国,政府会不会关 门、非农数据怎么样,这些会影响全球资金流向,但咱中长线不用天天盯着,知道有这么个事就行。至于本周400多亿的限售股解禁,也别一看到解禁就 慌,像宁波港这种大盘股,解禁对整体走势影响有限,重点看个股的估值和基本面。 紧接着8月的工业企业利润数据也来了,单月增长20.4%,累计利润也由负转正了。可能有人觉得这数太亮眼,是不是有水分?咱客观说,确实有去年低基 数的因素,但更重要的是结构在变好。装备制造业还是"压舱石",原材料行业利润涨得快,连消费品制造业都由降转增了,而且大中小企业利 ...
八部门发文推动有色金属行业稳增长
Xin Hua Wang· 2025-09-28 09:18
其中提出,促进高端产品创新发展,推动超高纯金属等高品质原料、铜合金结构功能一体化材料、 贵金属功能材料、高端稀土新材料等攻关突破;提升稀有金属应用水平,围绕集成电路、工业母机、低 空经济、人形机器人、人工智能等新兴产业,加快高纯镓、钨硬质合金、全固态电池材料等高端产品应 用验证,推进超导材料、液态金属、高熵合金等前沿材料的创新应用。 值得一提的是,在再生有色金属方面,方案提出支持有条件的地区建立再生资源回收基地,强化废 铜、废铝等废有色金属综合利用,以及废旧动力电池、废旧光伏组件等新兴固废综合利用;加快制定钨 等再生金属进口标准;支持符合要求的再生铜、再生铝、溅射后金属靶材、电池黑粉等再生资源进口。 据了解,下一步,工业和信息化部将会同有关部门加强统筹协调,强化央地协同、部门联动,加大 政策支持力度,扎实推动各项政策措施落地见效,更好支撑有色金属行业稳增长。 新华社北京9月28日电(记者王悦阳)记者28日从工业和信息化部获悉,工业和信息化部、自然资 源部、商务部等八部门近日联合印发《有色金属行业稳增长工作方案(2025—2026年)》,提出2025年 至2026年,有色金属行业增加值年均增长5%左右。 方案还 ...
利好!八部门重磅发布,提升稀有金属应用水平
Zheng Quan Shi Bao· 2025-09-28 07:48
工业和信息化部等八部门印发《有色金属行业稳增长工作方案(2025—2026年)》。 促进高端产品创新发展。围绕新一代信息技术、新能源汽车等重点产业链需求,推动超高纯金属等高品质原料、铜合金结构功能一体化材料、贵金属功能 材料、高端稀土新材料等攻关突破,提升铝合金及镁合金结构材料、硬质合金及制品等产品综合性能。深入实施制造业卓越质量工程,引导企业提升产品 品质,以高质量供给引领创造新需求。落实《新材料中试平台建设指南(2024—2027年)》,支持有色金属新材料、低碳冶炼工艺等中试平台建设。发挥 重点新材料平台作用,支持企业开展工艺"一条龙"应用计划,加快材料应用验证及迭代升级。 提升稀有金属应用水平。围绕集成电路、工业母机、低空经济、人形机器人、人工智能等新兴产业,加快高纯镓、钨硬质合金、全固态电池材料等高端产 品应用验证,推进超导材料、液态金属、高熵合金等前沿材料的创新应用。鼓励下游用户企业、科研机构等单位开放应用场景,打造应用场景典型案例, 培育新兴市场。 推动大宗金属消费升级。围绕新能源汽车、新一代电子信息、航空航天等应用领域,积极拓展高强、高韧、耐腐蚀铝材应用,加快推广高强高导铜线缆、 5G基站用铜散 ...
八部门:2025-2026年有色金属行业增加值年均增长5%左右
Ge Long Hui· 2025-09-28 07:10
Core Insights - The Ministry of Industry and Information Technology and eight other departments have issued a plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, targeting an average annual growth of around 5% in added value and a 1.5% increase in the production of ten non-ferrous metals [1][2][3] Group 1: Industry Growth Targets - The plan sets a target for the non-ferrous metals industry to achieve an average annual growth of approximately 5% in added value from 2025 to 2026 [1] - Production of ten non-ferrous metals is expected to grow by an average of 1.5% annually, with significant progress in domestic resource development for copper, aluminum, and lithium [1] - The production of recycled metals is projected to exceed 20 million tons, with continuous enhancement in the supply capacity of high-end products [1] Group 2: Resource Exploration and Utilization - A new round of mineral exploration strategies will be implemented, focusing on copper, aluminum, lithium, nickel, cobalt, and tin to yield new exploration results [2] - The plan emphasizes the need for efficient and green mining technologies to improve resource recovery rates and comprehensive utilization [1][2] - Establishment of recycling bases for non-ferrous metals and the comprehensive utilization of emerging solid waste, such as used batteries and photovoltaic components, is encouraged [1] Group 3: High-End Product Development - The plan promotes innovation in high-end products, particularly in response to the demands of key industries like new-generation information technology and electric vehicles [2] - Support for the construction of pilot platforms for new materials and low-carbon smelting processes is outlined to enhance product quality and performance [2] - The application of rare metals in emerging industries, including integrated circuits and artificial intelligence, will be accelerated [2] Group 4: Consumption Upgrade - The plan aims to upgrade the consumption of bulk metals, focusing on applications in electric vehicles, aerospace, and new-generation electronic information [3] - Promotion of high-strength and corrosion-resistant aluminum materials, as well as advanced copper materials for specific applications, is highlighted [3] - Encouragement for upstream and downstream enterprises to establish long-term procurement agreements to mitigate raw material price fluctuations and maintain supply chain stability [3]
8部门:提升稀有金属应用水平
Ge Long Hui· 2025-09-28 06:54
Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has released a plan titled "Nonferrous Metal Industry Stabilization and Growth Work Plan (2025-2026)" aimed at accelerating the application of high-end products in emerging industries such as integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence [1] Group 1 - The plan emphasizes the validation of high-purity gallium, tungsten carbide, and all-solid-state battery materials for high-end product applications [1] - It promotes innovation in frontier materials such as superconducting materials, liquid metals, and high-entropy alloys [1] - The initiative encourages downstream user enterprises and research institutions to open application scenarios and create typical case studies to cultivate emerging markets [1]
八部门:提升稀有金属应用水平
Mei Ri Jing Ji Xin Wen· 2025-09-28 06:53
Core Viewpoint - The Ministry of Industry and Information Technology, along with eight other departments, has issued a work plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, emphasizing the enhancement of rare metal applications [1] Group 1: Industry Development - The plan focuses on accelerating the application verification of high-end products such as high-purity gallium, tungsten carbide, and all-solid-state battery materials in emerging industries like integrated circuits, industrial mother machines, low-altitude economy, humanoid robots, and artificial intelligence [1] - It encourages downstream user enterprises and research institutions to open application scenarios, creating typical case studies to cultivate emerging markets [1] Group 2: Innovation and Materials - The initiative promotes the innovative application of frontier materials such as superconducting materials, liquid metals, and high-entropy alloys [1]
宇邦新材(301266) - 2025年09月26日投资者关系活动记录表
2025-09-26 08:58
编号:2025-006 投资者关系活动类别 特定对象调研 ☐分析师会议 ☐媒体采访 ☐业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他(请文字说明其他活动内容) 参与单位名称及人员姓名 中信证券:吴子祎、林劼、孙璐;杭银理财:李芳芳;合晟资产: 李嘉璎;兴全基金:黄煜杰;兴业证券:杨森 时间 2025年09月26日 10:00-11:00 地点 公司会议室 上市公司接待人员姓名 董事、副总经理、董事会秘书 林敏女士 证券事务代表 秦慧芸女士 投资者关系活动主要内容 介绍 1、公司在超导材料领域有什么业务规划? 答:近期,公司设立了参股子公司无锡苏能超导材料科技有限 公司。旨在依托公司自身的技术积淀、工程化能力助力科研团队实 现超导材料研究成果的产业化转化。公司将发挥自身优势,围绕该 材料的生产制造与市场推广进行业务布局。 2、公司多层复合焊带产品的销售状况如何? 答:多层复合焊带是公司率先向市场推出的前瞻产品,目前公 司在该产品的竞争中保持着较高的市场份额。同时,公司的研发团 队还在进一步开展多层复合焊带产品的技术研究与应用。 3、安徽宇邦焊带生产项目的建设进度如何? 答:安徽宇邦的基建项目已完成,具 ...
永鼎股份股价涨5.1%,浦银安盛基金旗下1只基金重仓,持有52万股浮盈赚取26.52万元
Xin Lang Cai Jing· 2025-09-22 03:43
从基金十大重仓股角度 9月22日,永鼎股份涨5.1%,截至发稿,报10.51元/股,成交8.97亿元,换手率5.95%,总市值153.66亿 元。 资料显示,江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号,成立日期1994年6月 30日,上市日期1997年9月29日,公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 数据显示,浦银安盛基金旗下1只基金重仓永鼎股份。浦银安盛红利精选混合A(519115)二季度持有 股数52万股,占基金净值比例为2.82%,位居第六大重仓股。根据测算,今日浮盈赚取约26.52万元。 截至发稿,陈晨累计任职时间349天,现任基金资产总规模3.14亿元,任职期间最佳基金回报11.71%, 任职期间最差基金回报0.28%。 浦银安盛红利精 ...
新材料与投资逻辑
材料汇· 2025-09-12 14:56
Core Viewpoint - The article provides an in-depth analysis of the new materials industry, highlighting key materials, their applications, and investment opportunities, particularly in the context of China's "14th Five-Year Plan" and the global competitive landscape [5][13][47]. Summary by Sections New Materials Definition and Classification - New materials are defined as newly developed materials with superior properties or functionalities, or traditional materials that have been significantly improved [8]. - The classification of new materials includes advanced steel, advanced non-ferrous metals, advanced petrochemical materials, advanced inorganic non-metallic materials, high-performance fibers, and frontier new materials [10]. Key Materials and Applications - The article discusses critical materials such as ultra-high molecular weight polyethylene (UHMWPE), polyimide (PI), and silicon carbide (SiC) fibers, detailing their properties and applications in various industries including military, aerospace, and electronics [19][22][29]. - UHMWPE is noted for its high strength and durability, while PI materials are recognized for their thermal stability and electrical insulation properties [19][23]. Investment Landscape - The new materials industry is characterized by high investment, high difficulty, and high barriers to entry, with long research and application cycles [65]. - The article emphasizes the importance of identifying effective technologies in new materials, suggesting a three-dimensional framework for evaluation [78]. Market Trends and Growth Potential - The new materials sector is projected to grow at a compound annual growth rate (CAGR) of 18%, significantly outpacing GDP growth, with specific segments like semiconductor materials and biomedical materials showing even higher growth rates [61]. - The article highlights the increasing reliance on imported materials in critical sectors such as semiconductors and advanced composites, indicating a substantial opportunity for domestic production and innovation [16][54]. Global Competitive Landscape - The article notes that the global new materials market is dominated by developed countries such as the US, Japan, and Europe, while China is still developing its capabilities in this sector [47][51]. - It points out that many high-end materials remain under foreign monopoly, suggesting a need for increased domestic R&D and production capacity [54][56].