《每日经济新闻》记者注意到，唯特偶在公告中提到，双方致力于在一年内推动的合作包括：七腾机器 人向唯特偶采购灭火材料、防弹装甲涂料等，以满足七腾机器人一万五千台机器人的需要。 1月12日，股价大涨超7%的唯特偶（SZ301319，股价59.40元，市值69.97亿元）在晚间发布公告，称与 七腾机器人有限公司（以下简称七腾机器人）签订了《战略合作协议》，双方将共同探索并引领"新材 料+机器人"在高危行业的融合应用。 七腾机器人官网介绍，公司旨在通过自研特种机器人服务于全球应急安全终端市场，将科技创新融入产 品和服务，形成多业态融合、多场景覆盖的格局，为社会安全保驾护航。 每经记者｜吴泽鹏 每经编辑｜陈星 唯特偶在去年半年报中介绍，公司主要产品涵盖电子装联材料中的微电子焊接材料（锡膏、锡条、锡 丝、锡片）和微电子辅助焊接材料（助焊剂及清洗剂），并重点布局可靠性材料中的力学材料（电子胶 粘剂）、耐腐蚀性材料（三防漆）。 如何将公司业务融合至机器人新兴领域，这一问题在唯特偶的投资者交流会上被多次提及。不过此前， 唯特偶并未深入介绍，仅在去年底的交流会上称，公司生产的微电子焊接材料作为电子材料行业的重要 基础材料之一，主 ...

为落实碳达峰碳中和国家战略，甲乙双方旨在通过各自拥有的技术、业务资源等优势，积极探索并推动 新技术、新材料在重要领域的应用，从而实现节能降耗、绿色低碳，共同推进双方在辐射制冷、石墨烯 涂料等新业务领域的商业化转化与规模化推广。甲方为实现前述目的，在辐射制冷、石墨烯涂料等新业 务领域提供匹配的应用场景，配合乙方做好项目衔接，提供场景落地所需的资源对接、需求挖掘、场景 迭代优化等全周期支持。乙方根据甲方提供的应用场景提供全流程技术支持，提供包括但不限于透射 膜、反射膜、透明涂料、光伏涂料及石墨烯涂料等产品，并持续投入研发资源，针对项目场景需求进行 技术迭代与材料创新，与甲方协同开展业务测试与推广，共同助力构建核心竞争力。 格隆汇12月24日丨渝三峡Ａ(000565.SZ)公布，公司与广州工控建设发展有限公司（简称"工控建发"）为 促进双方建立全方位、深层次的战略合作关系，充分发挥双方各自优势领域，围绕新技术、新材料在重 要领域的应用，共同推进双方在辐射制冷等新业务领域的商业化转化与规模化推广，实现经济效益、社 会效益与品牌效益的同步提升，双方于近日签署了《战略合作框架协议》。 ...

这种"向外"的格局，更体现为对大自然深沉而直接的回馈。三棵树的公益行动早已超越简单的捐 赠，形成了连接员工、用户与公众的参与式生态修复模式。在福建福鼎，他们助力茶园的生态修复；企 业内部的公益文化同样生动，从号召员工以捐步形式"云游"项目地，到在洪董事长带头下员工为家乡抗 疫自发捐款，这些行动都体现了其"永远向上"的企业精神。正如三棵树高层在公益林捐赠仪式上所 言："基业长青之道在于取法自然。" 如果说工厂和产品是"向内"的修炼，那么三棵树的绿色情怀则更多地"向外"延伸，这首先体现在对 时代命题的积极响应上。面对中国从大规模建设向存量优化转型的趋势，三棵树工程板块提出了针对旧 改小区、商业空间等十大场景的"城市焕新"解决方案。洪聖源曾指出，围绕旧房翻新的改善型需求正成 为市场新引擎。其研发的辐射制冷涂料等专利产品，能有效为建筑降温节能。在这种市场趋势与政策倡 导的共振下，其面向社区的"马上住"焕新服务已在全国近300个城市落地，该业务在2024年订单业绩同 比增长了134%，展现了将绿色理念转化为商业实践的可能。 在重庆市开州区雪宝山国家级自然保护区，一株被誉为植物界"大熊猫"的珍稀崖柏树苗被小心翼翼 地种回 ...

| ☑ | 特定对象调研 | □分析师会议 | | --- | --- | --- | | □媒体采访 投资者关系活 | | □业绩说明会 | | □新闻发布会 动类别 | | □路演活动 | | □现场参观 | | | | | □其他（走进上市公司活动） | | | 活动参与人员 | 参与单位：中信建投证券 | | | | 公司接待人员： | | | | 董事会秘书：曹芳 | | | | 董事会办公室主管：王正一 | | | 时间 | 2025年12月11日 | 14:00-16:00 | | 地点 | 重庆市江津区德感工业园公司行政楼会议室4楼 | | | 形式 现场会议 | | | | 交流内容及 | 一、公司2025年前三季度经营情况如何？ | | | | 公司今年前三季度营收稳中向好，前三季度公司实现营业收入 | | | 具体问答记 | 286,951,312.31元，同比增长7.07%，前三季度归属于上市公司股东的净 | | | | 利润为16,491,589.06元，同比上升9.69%；截至2025年9月30日，公司总 | | | 录 | 资产为1,647,798,152.45元，同比上升8.3 ...

Core Insights - The company reported a revenue of 287 million yuan for the first nine months of the year, representing a year-on-year growth of 7.07% [1] - The net profit attributable to shareholders reached 16.49 million yuan, with a year-on-year increase of 9.69%, resulting in an earnings per share of 0.04 yuan [1] Product Development - The company achieved breakthroughs in new product transformation, with the launch of a safety-type alkyd paint series and international certification for wind power tower coatings and photovoltaic frame coatings [1] - The acquisition of Chongqing Blue Era Energy Technology Co., Ltd. was completed, marking the company's entry into the radiation cooling materials sector [1] Strategic Initiatives - The company aims to integrate its strengths in industrial heavy anti-corrosion with Blue Era's technological advantages in radiation cooling materials, fostering synergy and complementarity [2] - This strategic move is intended to drive the company's transformation from traditional chemical industries to high-end materials-related industries, enhancing market competitiveness and sustainable development [2]

Core Viewpoint - The article emphasizes that energy conservation and emission reduction are becoming the strongest innovation drivers in the materials industry, particularly highlighting the emerging technology of Radiative Cooling, which allows materials to cool themselves without energy input [2][4]. Group 1: Industry Trends - The Radiative Cooling technology is inspired by natural phenomena, where the Earth's surface radiates heat into space at night, leading to lower temperatures than surrounding air [2]. - This technology is advancing from a "material-based" phase to an "application-oriented, system-driven" engineering transformation phase, integrating passive cooling functions into various applications such as vehicle cooling and electronic device thermal management [4]. Group 2: Company Developments - Nippon Paint has launched a Radiative Cooling exterior wall coating system that can reduce surface temperatures by 5-8°C compared to traditional exterior paints under strong sunlight [6]. - Three Trees has developed a series of Radiative Cooling coatings that outperform traditional insulation paints in reducing air conditioning energy consumption [8]. - Carpoly's innovative nano self-cleaning cooling coating combines self-cleaning and cooling effects, maintaining long-term reflective performance [9]. - AkzoNobel has a mature layout in exterior wall insulation systems, focusing on a reflective and radiative cooling system for energy efficiency [10]. - Meitu's high-reflective non-electric cooling coating can lower surface temperatures by over 7°C in summer compared to conventional white paint [11]. - Yashi Chuangneng focuses on passive energy-saving materials, developing a Radiative Cooling coating that integrates with waterproof and insulation systems [13]. - Fustar emphasizes a non-electric cooling coating that achieves surface cooling of 4-6°C without energy consumption [15]. - Valspar's research in passive cooling focuses on high-reflective resin systems for industrial roofs and energy storage stations [17]. - Moguang New Energy's water-based Radiative Cooling coating balances environmental friendliness and efficient cooling [19]. - Keshun is developing self-cleaning Radiative Cooling coatings suitable for roofs and curtain walls [21]. - Zhongxi Yitu's rare earth Radiative Cooling coating significantly enhances cooling efficiency through high emissivity in the infrared band [24]. - Chuangleng Technology specializes in non-electric cooling paints for vehicles, achieving temperature reductions of 5-10°C [26]. - Weilan Times is developing Radiative Cooling coatings for various applications, including building rooftops and photovoltaic supports [28]. - Yuangjingang New Materials is known for its super-hydrophobic Radiative Cooling coatings that maintain high reflectivity [30]. - Hongleng Technology focuses on passive Radiative Cooling coatings with multi-layer nano-structure designs for various applications [32]. - Zhongjian Photon is developing self-cleaning Radiative Cooling coatings for large buildings and transportation hubs [33]. - Zhongjian Southwest Institute and Zhongnan Building Materials are collaborating on integrated design for energy-saving building materials [35].

Group 1 - The company, Chongqing Three Gorges Paint Co., Ltd. (referred to as "Yuzhong A"), reported a revenue of 177 million yuan for the first half of 2025, representing a year-on-year growth of 0.96% [2] - The net profit attributable to shareholders reached approximately 19.21 million yuan [2] - Yuzhong A is one of the larger state-controlled enterprises in China's paint industry, with a comprehensive range of products and production bases in regions such as Chongqing, Sichuan, and Xinjiang [2] Group 2 - The company achieved a significant increase in new product sales, with an additional 1,588 tons sold, marking a year-on-year growth of 91.33%, and sales revenue growth of 115.61% [2] - The capacity utilization rate improved to 51.86%, an increase of about 26.86% compared to the end of the previous year, indicating enhanced product competitiveness and production efficiency [2] - A specialized marketing team was established to optimize departmental functions and build a nationwide channel network, aiming to cover previously untapped areas and increase regional market share [2] Group 3 - The company is focusing on industrial upgrades and has actively pursued equity acquisitions, including a 51% stake in Chongqing Blue Era Energy Technology Co., Ltd. (referred to as "Blue Era"), entering the new market of radiation cooling materials [2] - Blue Era is a key participant in the national R&D program for "High-end Functional and Intelligent Materials," specializing in passive cooling and energy-saving solutions, with products applicable in various industries [3] - The acquisition is expected to further enhance Yuzhong A's future profitability [3]

Group 1 - The company reported a revenue of 177 million yuan for the first half of 2025, representing a year-on-year growth of 0.96% [1] - The net profit attributable to shareholders was approximately 19.21 million yuan, showing a slight decrease of 4.30% compared to the previous year [1] - Total assets reached 1.589 billion yuan, an increase of 4.52% from the beginning of the period, while net assets attributable to shareholders grew by 0.83% to 1.251 billion yuan [1] Group 2 - The company achieved a significant increase in new product sales, with a total of 1,588 tons sold, marking a year-on-year growth of 91.33% and a sales revenue increase of 115.61% [1] - The production capacity utilization rate improved to 51.86%, an increase of approximately 26.86% compared to the end of the previous year, indicating enhanced product competitiveness and production efficiency [1] - The company launched seven new products, including water-based photovoltaic frame coatings and anti-corrosion coatings for drinking water tanks, with some products receiving international certifications [1] Group 3 - The company focused on industrial upgrades and actively pursued equity acquisitions, including a 51% stake in Chongqing Weilan Times Energy Technology Co., Ltd., entering the new market of radiation cooling materials [2] - Weilan Times, as a key participant in national R&D programs, specializes in passive cooling and energy-saving solutions, with products applicable in various industries such as logistics and building energy efficiency [2] - The company initiated automation upgrades in its resin workshop and is enhancing its green manufacturing system, which has led to recognition as a national-level green factory [2]

Core Viewpoint - The State Grid Electric Power Research Institute has developed an environmentally friendly radiation cooling coating technology that exhibits excellent cooling and anti-corrosion properties, recognized as internationally advanced [1][2] Group 1: Technology Development - The new coating technology addresses the challenges of heat dissipation in electrical equipment and buildings under extreme heat conditions, contributing to energy savings, equipment safety, and the construction of zero-carbon buildings [1] - The research team replaced traditional low-bandgap materials with high-bandgap, high-refractive index nano-composite fillers to enhance cooling efficiency without energy input [1] Group 2: Performance and Application - Testing shows that the application of the radiation cooling coating can achieve a temperature reduction of 5°C to 16°C in internal components, effectively alleviating overheating issues and extending equipment lifespan [2] - The coating can be directly applied to surfaces of GIS, switchgear, terminal boxes, transformers, and buildings, simplifying the application process without the need to remove existing coatings [2] Group 3: Industry Impact - The promotion of this coating technology will provide technical support for a low-carbon, efficient, and reliable power system, aiding in the construction of green grids and zero-carbon buildings, thus contributing to the achievement of carbon neutrality goals [2]

Transaction Overview - Chongqing Three Gorges Paint Co., Ltd. plans to acquire 11.91% equity of Chongqing Weilan Times Energy Technology Co., Ltd. for a cash consideration of 8.93 million yuan and will increase its capital by 6.82 million yuan, resulting in a 51% ownership stake post-transaction [1][2] - The transaction was approved by the board with unanimous votes and does not require shareholder approval [1] Parties Involved - The seller, Chongqing Xiaoman Technology Partnership (Limited Partnership), has a registered capital of 1.11 million yuan and focuses on management consulting and technology services [2] - The buyer, Chongqing Yufu Holding Group Co., Ltd., is a state-owned enterprise with a registered capital of 16.8 billion yuan [1][2] Target Company Information - Chongqing Weilan Times Energy Technology Co., Ltd. has a registered capital of 45.54 million yuan and specializes in the research, production, and sales of radiation cooling materials [3][4] - The company’s main products include radiation cooling coatings and films, which are applicable in various industries such as logistics and energy conservation [5][6] Financial Performance - As of March 2025, the target company reported total assets of 42.50 million yuan, total liabilities of 13.77 million yuan, and owner’s equity of 28.73 million yuan [6][7] - The company achieved a net profit of 2.38 million yuan in the first quarter of 2025, compared to a net loss of 3.19 million yuan in 2024 [7] Valuation and Pricing - The target company was valued at 75 million yuan based on a third-party assessment, reflecting a 163.38% increase from its book value [8] - The pricing for the transaction was determined based on the valuation report and mutual agreement between the parties, ensuring fairness and reasonableness [8] Investment Agreement Highlights - The investment agreement outlines the payment structure, including an initial payment of 35% upon signing and subsequent payments contingent on performance metrics [9][10] - Performance commitments include achieving a cumulative net profit of 39 million yuan from 2025 to 2029, with specific annual targets [11][12] Strategic Implications - The acquisition aims to enhance the company's production capabilities and facilitate a transition towards high-end functional coatings, aligning with industry trends towards energy efficiency and innovation [15][16] - The transaction is expected to improve the company's asset base and revenue, contributing positively to its overall financial health [16]