抚顺特钢（600399）7月11日晚公告，经财务部门初步测算，预计2025年半年度实现净利润为-3亿元 至-2.6亿元，同比减少214.06%至231.60%。预计2025年半年度实现扣非净利润为-3亿元至-2.6亿元，同 比减少217.24%至235.27%。上年同期实现净利润2.28亿元，扣非净利润2.22亿元。 谈及本期业绩预亏的主要原因时，抚顺特钢表示，受市场需求影响，本期公司部分产品订单及价格较上 期均有所下降；公司新建项目陆续转固投产，但受钢铁行业市场环境的影响，新建项目实际产量低于预 期，导致单位产品分摊的固定成本上升；为了应对整体行业的质量再提升和发展需求，本期公司相应提 升了产品质量管控和要求，导致质量成本升高。 抚顺特钢以特殊钢和合金材料的研发制造为主营业务，主要产品为高温合金、超高强度钢、不锈钢、工 模具钢、汽车钢、钛合金、高档机械用钢、轴承钢等。产品广泛应用于航空航天、能源电力、石油化 工、交通运输、机械机电、环保节能等领域。公司经营模式为传统的特殊钢和合金材料研发、制造和销 售模式。 2024年，公司实现钢产量60.39万吨，同比减少10.91%；钢材产量44.05万吨,同比减少13 ...

Core Viewpoint - Baoji City, as the second largest city in Shaanxi Province and a significant industrial base in the western region, has achieved remarkable progress in economic development and industrial transformation through innovation-driven strategies, particularly in the titanium industry, which is globally leading in scale [1][16]. Group 1: Economic Performance - In 2024, Baoji's GDP grew by 5.6% year-on-year, with the primary industry increasing by 2.7%, the secondary industry by 5.4%, and the tertiary industry by 5.8%, indicating a stable and positive economic trend [4][5]. - The industrial economy maintained strong growth in early 2025, with a 9.4% year-on-year increase in industrial added value, driven significantly by mining (+13.7%) and manufacturing (+10.7%) [8][10]. Group 2: Industrial Development - Baoji has established a modern industrial system characterized by the "45511" framework, focusing on four trillion-level advantageous industries and five hundred billion-level emerging industries [1][16]. - The "Baohan Tian Industrial Mother Machine Cluster" was recognized as a national advanced manufacturing cluster, contributing to Baoji's entry into the "Top 100 Advanced Manufacturing Cities" in China, ranking 84th [1][16]. Group 3: New Quality Productive Forces - The concept of New Quality Productive Forces emphasizes innovation as the main driving force, aiming to break away from traditional economic growth models and enhance productivity with high-tech, high-efficiency, and high-quality characteristics [3][12]. - Baoji's policies have been aligned with the New Quality Productive Forces framework, promoting high-quality development through various measures and initiatives [12][14]. Group 4: Industry Space Layout - Baoji's industrial spatial layout is designed around a "core leading, three belts coordinating, and multi-point supporting" model, integrating urban development with ecological protection and industrial cluster development [18][20]. - The city is focusing on strategic emerging industries such as high-end equipment manufacturing, automotive parts, and new materials, while also enhancing its agricultural and ecological sectors [22][20]. Group 5: Future Development Trends - The future development of Baoji's new quality productive forces will focus on the deep integration of high-end and intelligent manufacturing, enhancing the value chain and core competitiveness [25]. - There is an emphasis on cultivating strategic emerging industries and future industries, such as artificial intelligence and hydrogen energy equipment, to create new economic growth points [26]. - Baoji aims to promote green low-carbon development and strengthen regional cooperation to achieve sustainable economic, social, and environmental development [27].

日前召开的中央财经委员会第六次会议强调，培育发展海洋科技领军企业和专精特新中小企业。科技领 军企业是国家战略科技力量的重要组成部分，创新使命明确、原始创新能力强，承担着关键核心技术突 破、带动产业链技术升级的使命和责任。海洋科技领军企业作为海洋创新体系的关键主体，在实现海洋 强国战略目标、推动海洋产业高质量发展中扮演着至关重要的角色。 从深海探测技术到海洋装备制造，从海洋信息技术到海洋生物制药，海洋科技领军企业在多个领域异军 突起，凭借其在产业创新体系中的生态位，能够凝练产业关键核心技术和产业共性技术需求，有力突破 产业链与创新链之间的壁垒。2024年7月份，由10家行业领军的海洋工程中央企业为核心，联合清华大 学等24家具有海洋学科优势的高校和科研院所，12家大型企事业单位及民营龙头企业，组建而成的创新 联合体在北京成立，成为核心技术自主可控，打造原创技术的策源地。一批技术领先、优势突出的领军 企业正加速崛起。例如，宝钛股份凭借全球领先的钛合金材料技术，为"奋斗者"号等深海装备提供支 撑，成为我国深海科技领域的"硬核担当"；中科海讯将军工声呐技术延伸至深海经济，化身海底数据中 心监测的"水下哨兵"，为深海活 ...

2025年7月8日，甬金股份（603995.SH）公告披露，公司实际控制人曹佩凤因涉嫌内幕交易、泄露内幕 信息罪，被金华市公安局作出取保候审决定。 曹佩凤此次面临刑事追责，源于内幕交易甬金股份股票。今年1月，浙江证监局已就相关事项对曹佩凤 作出行政处罚，合计罚没逾600万元。 7月9日，《华夏时报》记者从甬金股份内部人士处获悉，曹佩凤系主动投案。据该人士透露，曹佩凤内 幕交易金额较大，了解到可能涉及刑事责任，7日在律师陪同下前往公安局自首，并于当天办理了取保 候审。 公开资料显示，曹佩凤今年已62岁，是甬金股份现任董事长虞辰杰的母亲，与公司前任董事长虞纪群为 夫妻关系。2020—2022年，虞纪群、曹佩凤夫妇曾连续三年登上胡润百富榜，财富值最高达65亿元人民 币。曹佩凤为中国国籍，拥有加拿大永久居留权，虞纪群、虞辰杰均已加入加拿大国籍。 在律师陪同下自首 公开资料显示，甬金股份成立于2003年，总部位于浙江省兰溪市，是一家以冷轧不锈钢为主业、多元化 投资发展的实业集团，业务涉及冷轧不锈钢板卷、不锈钢水管、钛合金材料，新能源电池外壳专用材 料、金属层状复合材料等领域，公司精密冷轧不锈钢和宽幅冷轧不锈钢产能规模位 ...

Core Insights - The 27th China Association for Science and Technology Annual Conference focused on aerospace metal materials, highlighting recent research advancements and technological breakthroughs in the field [1] Group 1: Expert Contributions - Professor Chen Ruirun from Harbin Institute of Technology presented on "The Organization Construction and Performance of Ultra-High Strength Titanium Alloys" [3] - Professor Li Hongyi from Beijing University of Technology discussed "Research on Titanium Dioxide Nanotube Array Solid Lubricating Materials on Titanium Surface" [5] - Researcher Li Jinguo from the Institute of Metal Research, Chinese Academy of Sciences, covered "R&D of Additive Manufacturing High-Temperature Alloy Materials and Processes" [5] - Professor Wang Junsheng from Beijing Institute of Technology presented on "Intelligent Design and Processing of Aerospace Aluminum-Lithium and Magnesium-Lithium Alloys" [7] Group 2: Discussion Topics - Experts engaged in discussions on various critical issues, including the application of new high-strength aluminum alloys in aerospace structural components, long-term service performance of high-temperature alloys in aircraft engines, additive manufacturing technologies for titanium alloys in aerospace, and the application of metal matrix composites in stealth structure design for aerospace vehicles [7] - The forum facilitated an exchange of academic viewpoints, enhancing understanding of core scientific issues and injecting diverse perspectives into technological innovation [7]

来源：中国新闻网 在论坛讨论环节，与会专家学者针对学科交叉领域的重大难题和关键技术瓶颈议题，包括"新型高强度 铝合金在航空航天结构件中的应用研究""高温合金在航空发动机热端部件的长期服役性能研究""钛合金 在航空航天领域的增材制造技术及应用研究"等展开研讨。 中新网北京7月5日电 (记者 孙自法)中国科协7月5日向媒体发布信息说，第二十七届中国科协年会两场 专题论坛近日在北京顺利举办，分别聚焦航空航天用金属材料、中国智能高铁标准体系建设。 "航空航天用金属材料专题论坛"由中国有色金属学会承办，来自国内知名高校、科研院所及行业领军企 业的专家学者和企业代表相聚论坛，共同探讨航空航天用金属材料领域的最新研究进展与技术突破。 哈尔滨工业大学陈瑞润教授作《超高强韧钛合金的组织构筑及性能》专题报告。中国有色金属学会 供 图 哈尔滨工业大学、中国科学院金属研究所、北京工业大学、北京理工大学等4位行业专家，分别以《超 高强韧钛合金的组织构筑及性能》《增材制造高温合金材料与工艺研发》《钛表面二氧化钛纳米管阵列 固载固体润滑材料的研究》《航空航天铝锂、镁锂合金智能设计与加工》为题作报告，并围绕航空航天 用金属材料领域的前沿研究 ...

Group 1: Medical Device Regulations - The National Medical Products Administration (NMPA) announced measures to support the innovation and development of high-end medical devices, including special reviews for domestic and internationally leading products with significant clinical value [1][2] - The NMPA aims to scientifically establish evaluation requirements for high-end medical devices and expedite the revision of technical review guidelines for various medical systems and materials [2] - The NMPA will support post-market evidence-based research for medical device registrants and enhance the management of high-end active medical devices [3] Group 2: Metaverse Initiatives - Four departments, including the Ministry of Industry and Information Technology, are organizing the recommendation of typical cases for the Metaverse in 2025, covering digital human cases, product cases, park cases, and standard cases [4] Group 3: Space Exploration - China successfully launched the Experimental Satellite No. 28 B01 using the Long March 4B rocket, marking the 583rd flight of the Long March series, with the satellite intended for space environment detection and related technology experiments [5] Group 4: Second-Hand Vehicle Exports - The Ministry of Commerce is enhancing guidance on second-hand vehicle exports to promote healthy and orderly development, having initiated the export business in February 2024 [6] Group 5: Tax Refund Policies - Shanghai and six other departments have implemented an action plan to optimize the environment for tax refunds for departing travelers, lowering the minimum purchase amount for tax refunds to 200 RMB and increasing the cash refund limit to 20,000 RMB [7][8] Group 6: Industrial Internet Development - Sichuan Province has released an action plan for the Industrial Internet, aiming to establish a distinctive identification and resolution system by 2027, with over 30 secondary nodes and service for more than 11,000 enterprises [9] Group 7: Service Trade Growth - From January to May 2025, China's service trade reached 32,543.6 billion RMB, a year-on-year increase of 7.7%, with exports growing by 15.1% and imports by 2.7% [10] Group 8: AI Regulation Concerns - Nearly 50 European companies, including Airbus and Mercedes-Benz, are calling for a delay in the implementation of the EU AI Act, citing concerns that it may jeopardize the region's ambitions in the AI sector [11]

此外，科学制定高端医疗器械审评要求，完善高端医疗器械注册审查体系。加快制修订腹腔内窥镜手术 系统、医用磁共振成像系统、种植用口腔骨填充材料和镍钛合金血管内植介入等相关产品技术审查指导 原则。研究制定多病种、大模型人工智能领域相关技术指导原则或者审评要点；简化核心算法不变而算 法性能优化人工智能医疗器械产品变更注册要求；探索完善采用测评数据库开展人工智能医疗器械性能 评价要求；对在不同平台注册的同一人工智能软件功能，若能证明平台的等同性，简化审评要求。研究 人工智能、生物芯片等技术在生物材料医疗器械性能及安全性评价中应用。修订高端有源医疗器械使用 期限注册技术审查指导原则。探索高端医疗器械使用电子说明书的路径和要求。 其中提到，强化标准引领创新，进一步完善高端医疗器械标准体系。加快发布医用外骨骼机器人、放射 性核素成像设备等相关标准。加快推进医用机器人、人工智能医疗器械、高端医学影像设备等领域的基 础、通用标准和方法标准等制修订工作，积极筹建医用机器人、人工智能医疗器械标准化技术组织。加 强增材制造用医用材料、脑机接口柔性电极、基因工程合成生物材料等新型生物材料标准化研究。开展 人工智能医疗器械标准数据集研究。 ...

智通财经7月3日电，国家药监局发布优化全生命周期监管支持高端医疗器械创新发展有关举措的公告。 其中提到，科学制定高端医疗器械审评要求，完善高端医疗器械注册审查体系。加快制修订腹腔内窥镜 手术系统、医用磁共振成像系统、种植用口腔骨填充材料和镍钛合金血管内植介入等相关产品技术审查 指导原则。研究制定多病种、大模型人工智能领域相关技术指导原则或者审评要点；简化核心算法不变 而算法性能优化人工智能医疗器械产品变更注册要求；探索完善采用测评数据库开展人工智能医疗器械 性能评价要求；对在不同平台注册的同一人工智能软件功能，若能证明平台的等同性，简化审评要求。 研究人工智能、生物芯片等技术在生物材料医疗器械性能及安全性评价中应用。修订高端有源医疗器械 使用期限注册技术审查指导原则。探索高端医疗器械使用电子说明书的路径和要求。 国家药监局：科学制定高端医疗器械审评要求 完善高端医疗器械注册审查体系 ...

深海科技：国家战略新引擎驱动，深海产业迎 1-10 跨越式 发展 20250702 摘要 深海经济上升至国家战略层面，与商业航天、低空经济同级，预示着高 层对其高度重视，并可能带来持续的政策和资金支持，类似于去年低空 经济和前年商业航天所经历的市场行情。 深海科技特种方向需求最迫切，产业进展最快，资金和政策支持最充足， 建议关注能看到订单和业绩变化的环节，如声纳（中国海防、极致股份、 中科海讯、长盈通）和钛合金（西部材料、西部超导、宝钛、金天钛 业）。 近期政策频出，明确深海科技发展方向，短期资金可能向海工、深海养 殖、海上风电等民用方向延伸，但长期来看，特种方向需求更具持续性， 关注舰船和无人平台建造相关企业（中船防务、中国动力）。 中国发展深海外洋资源集中于国家安全防护、资源探测与开发，水下防 护是重中之重，目标是建立全域综合侦查及对抗能力，同时解决国内资 源短缺问题，提升大国竞争力。 Q&A 深海科技在政府工作报告中首次提及后，市场反应如何？ 在 2025 年 3 月的政府工作报告中，深海科技首次被正式提及，引发了市场的 关注。在整个 3 月份，相关个股迎来了第一波行情。过去一周多时间内，我们 明显看到 ...