天眼查App显示，近日，上海东邡启源化工有限公司成立，法定代表人为尤圣国，注册资本168万人民 币，经营范围为一般项目：化工产品销售（不含许可类化工产品）；专用化学产品销售（不含危险化学 品）；新材料技术研发；超材料销售；金属材料销售；合成材料销售；金属制品销售；金属制品修理； 高性能有色金属及合金材料销售；新型金属功能材料销售；有色金属合金销售；智能仪器仪表销售；实 验分析仪器销售；仪器仪表销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

新逻辑：横空出世到兼容并蓄，符合"一主两率"的优选赛道 复盘美国F-117、F-22、F-35 隐身性能的发展历程，我们强调隐身材料板块 的四大投资逻辑，即： 1）短期：以新型航空装备为代表的各型装备有望加速列装， 对特种功能隐身材料的需求有望随军机放量快速增长；2）中期：隐身性能的提升空间较大，隐身材料的渗透率与军机数量共振；3）长期：隐身需求向结构件 渗透，结构隐身材料牵引新增长极；4）后市场：订单数量庞大形成规模效应，隐身材料耗材属性驱动行业持续高景气度 。 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 新需求：隐身空战模式的刚需品，装备渗透率提升空间广阔 21世纪初，以F-22 为代表的隐身战斗机出现，标志着空战进入了隐身时代。 隐身能力是F-22 克敌制胜的重要原因之一，F-22 在与常规战机作战时，依靠隐身性 能可自由选择进入、攻击和脱离作战的时间与方式，而对手基本没有合适的应对战术和有效反击机会。根据2016.6.28 美国《航空周刊》，考虑到外形设计牺 牲了其它性能并且适用范围有限，开发隐身材料逐步成为隐身技术的发展趋势。对于飞行器而言， ...

秋分节气，在这个孕育丰收的美好时节，2025中外知名企业四川行如约而至。 短短两天时间，300余家海内外知名企业和商（协）会嘉宾密集到会，其中央企和"三类500强"企业达到 150家，占比创下近年新高，可见本次"四川行"受到了海内外投资企业的高度关注。 不仅关注，企业更用真金白银拿出实际行动。活动期间，签约投资合作项目总数达到340个，投资金额 2630.6亿元。 都说吸引企业加大投资的难度越来越大，企业越来越谨慎，这一次，企业家们为什么就愿意，为什么就 能"成"？ "四川行"活动现场 首先，还是因为四川有机遇。 四川是经济、人口、资源、科教、产业大省，在国家发展大局中肩负着特殊而重要的使命。去年，四川 经济总量稳居全国第五、中西部第一，今年上半年经济同比增长5.6%，高于全国0.3个百分点，呈现了 量质齐升的发展态势。 可以说，今日之四川活力迸发，机遇无限，已成为我国西部最具吸引力的投资热土，也为中外企业来川 投资发展提供了广阔空间。 其次，是因为四川有潜力。 目前，四川自己培育了六大特色优势产业，拥有三个万亿级产业集群，五个国家先进制造业集群，全球 50%的高端柔性显示屏，16%的多晶硅，10%的平板电脑 ...

Core Insights - The "Sichuan行" event attracted over 300 domestic and international enterprises, with 150 central enterprises and "three categories of 500 strong" companies participating, marking a record high in recent years [2] - A total of 340 investment cooperation projects were signed during the event, amounting to an investment of 263.06 billion yuan [2][7] Group 1: Opportunities in Sichuan - Sichuan is recognized as an economic, population, resource, and industrial powerhouse, ranking fifth in national economic output and first in Central and Western China, with a GDP growth of 5.6% in the first half of the year, surpassing the national average [4] - The province has cultivated six major advantageous industries and boasts three trillion-yuan industrial clusters, contributing significantly to global production in high-end flexible displays, multicrystalline silicon, flat-panel computers, projectors, and power batteries [4] - Sichuan serves as a crucial strategic base for primary product supply, with a power generation capacity of 150 million kilowatts, supplying one-third of the country's hydropower and one-fourth of its natural gas, while maintaining lower comprehensive factor costs compared to eastern coastal regions [4] Group 2: Investment Projects and Focus Areas - The event featured over 1,500 projects, including resource utilization, supply chain enhancement, and application scenario projects, providing clear investment pathways for enterprises [5] - Notable projects signed include the headquarters for humanoid robot manufacturing and an AI mobile medical hub, highlighting a focus on new productivity projects [5][6] - The event emphasized technology innovation and industrial development, aligning with Sichuan's "15+N" key industries, ensuring that projects meet high standards of technological content and development prospects [6][7] Group 3: Economic Impact and Future Prospects - Over 80% of the signed projects are from Sichuan's six advantageous industries, with 45% of the investment amount directed towards the "15+N" key industrial chain projects, and 39% towards emerging and future industries [7] - The "Sichuan行" event serves as a significant platform for inviting investment into Sichuan and fostering mutual success between entrepreneurs and the province, positioning investment in Sichuan as an investment in the future [7]

Core Insights - Shanghai Ounade New Materials Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The company is engaged in various activities including new material technology promotion, technical services, and sales of chemical products [1] Company Overview - The legal representative of the company is Ou Ran [1] - The business scope includes general projects such as technology development, consulting, and sales of various materials and products [1] Business Activities - The company offers services in new material technology promotion and technical consulting [1] - It is involved in the sales of petroleum products, chemical products, and specialized chemical products, excluding hazardous materials [1] - Additional sales activities include daily chemical products, lubricants, environmental protection equipment, and coatings [1]

【导读】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日，在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上，光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲， 介绍了全球航空航天装备产业的发展现状与未来趋势，以及中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术，是一场材料革命。"刘若鹏表示，超材料技术是实现新一代航空航天装备复杂功能结构设计、制造、量产的全新技 术。 数据显示，我国在超材料领域的国际高影响力科研论文数量，已经占据全球的"半壁江山"。光启技术率先实现第四代超材料的规模量产，专利申请超6000 件、授权超4000件，超材料专利总量全球第一。 深度创新以终为始 刘若鹏提出"深度创新以终为始"的战略，通过管理数字化变革与持续成本革命，推动光启技术持续突破。 光启技术是国内首家且唯一实现超材料全产业链大规模量产的企业，已成为我国新一代航空航天尖端装备核心级系统供应商。该公司以超材料技术为核心 优势，构建起覆盖研发、生产、应用的全链条能力体系。 目前，光启技术率先 ...

【 导读 】光启技术董事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲 中国基金报记者 邱德坤 9月16日，在中国基金报主办的2025中国资本市场发展论坛暨上市公司论坛上，光启技术董 事长刘若鹏发表《航空航天万亿产业与未来十年》主题演讲，介绍了 全球航空航天装备产业 的发展现状与未来趋势， 以及 中国超材料技术从"零起步"到"全球领跑"的跨越之路。 中国超材料重塑产业版图 "超材料是材料领域的'基因编辑'技术，是一场材料革命。"刘若鹏 表示， 超材料技术是实现 新一代航空航天装备复杂功能结构设计、制造、量产的全新技术。 据介绍，超材料是通过微纳光刻来实现"人造分子结构"，进而编辑超越自然材料的"人造物 质"，能在电磁、声学、力学等多个领域展现出超乎寻常的性能。 以超材料技术形成的产品和新型材料，不仅具备轻质、高强度的特点，还能在特定环境下实 现电磁调制等功能，为当前新兴产业领域带来一系列革命性的突破。 目前，超材料成为航空航天装备领域复杂功能结构的核心技术，应用于我国先进飞机、电子 通信系统等多个尖端装备领域。 深度创新以终为始 刘若鹏提出"深度创新以终为始" 的 战略，通过管理数字化变革与持续成本革命， ...

作为超材料行业领军者，光启技术是国内首家且唯一实现超材料全产业链大规模量产的企业，已成为我 国新一代航空航天尖端装备核心级系统供应商。目前，公司已经形成"1座核心总部+5大创新基地+8家 专业化子公司"的布局，并通过产业协同网络整合1919家上下游企业，构建起覆盖超材料研发、生产、 应用的完整产业链生态圈。 光启技术把"锻造极致性能"作为发展之根本。针对尖端装备需求，公司迭代出第四代超材料技术，并全 面应用于先进航空装备。此外，公司通过数字化管理、全链条自主制造等方式开展"成本革命"，整体综 合成本降低到了五年前的44%，产品价格比行业低30%—50%。 同时，发展至今，公司实现了7.74亿字设计文档、38亿字工艺制造大纲标准化，4.8万条制造流程、95.4 万个工序数字化管控；与此同时，公司通过AI大模型团队的设计与研发，实现了从"全数字化经营管 理"到"全智能化经营决策"的跨越，大幅提升了运营效率与交付能力。 本报讯(记者李雯珊)9月16日，2025中国资本市场发展论坛在上海举行，光启技术（002625）股份有限 公司(以下简称"光启技术")董事长刘若鹏受邀出席并发表《航空航天万亿产业与未来十年》主题演讲 ...

Group 1 - Qinghai Yunxin New Materials Co., Ltd. has been established with a registered capital of 1 million RMB [1] - The legal representative of the company is Xu Liangzhi [1] - The company's business scope includes road cargo transportation (excluding hazardous goods), new materials technology promotion services, and various manufacturing and sales activities related to construction materials and non-metallic mineral products [1] Group 2 - The company is involved in the processing and recycling of metal waste and scrap, as well as the development of resource recycling technologies [1] - It also offers technical services, consulting, and management consulting [1] - The company focuses on the manufacturing of new building materials and the recycling of construction waste [1]

Core Viewpoint - The announcement by Guangqi Technology regarding its subsidiary Shenzhen Guangqi Supermaterial Technology Co., Ltd. successfully passing the CNAS accreditation signifies an upgrade in the company's testing capabilities in the supermaterial field, enhancing efficiency and reducing costs associated with external testing [2]. Group 1 - The testing center achieved CNAS expansion accreditation on August 28 [2]. - This expansion indicates a significant upgrade in the company's inspection and testing capabilities, surpassing industry peers [2]. - The upgrade addresses inefficiencies, time consumption, and high costs associated with outsourcing testing [2]. Group 2 - The enhancement in testing capabilities will support large-scale deliveries following the establishment of multiple production bases [2]. - The company is expected to open up new market opportunities in related testing services as a result of this accreditation [2].