抚州高新区以比亚迪新能源汽车项目为龙头，构建起以新能源汽车及零部件为首位产业、以新能源 新材料、生物医药为主导产业的"1+2+1"现代产业体系，并细分出9大发展赛道。今年前三季度，抚州 高新区实现工业营收878亿元，同比增长37.2%。 经济日报记者 刘兴 政策与服务持续优化。抚州高新区出台"1+N"产业政策体系，推动财政奖补向市场化资本化扶持转 变，推广"免申即享"资金直达机制，今年上半年兑现惠企资金4348.92万元。同时深化"跨省通办""一件 事一次办"改革，提升政务服务的标准化与智慧化水平，营商环境不断优化。 近年来，江西省抚州国家高新技术产业开发区积极推动招商引资从传统要素驱动向"金融+科技+产 业链+供应链"深度融合转变。 通过招商理念重塑与机制创新，抚州高新区实现从传统模式到选商育链的跃升，增强了产业竞争 力，拓展了开放型经济新空间。 在招商机制上，抚州高新区突破传统招商模式，构建"专业化+市场化"招商新体系。一方面，组 建"招商公司+基金公司+产投公司+风控公司"一体化架构，设立产业引导基金7只、总规模达144亿元， 形成覆盖企业全生命周期的基金支持。通过"投大、投强、投上市"与"投早、投小、 ...

另一方面，抚州高新区强化"链主"引领，围绕比亚迪、弗迪电池等龙头企业开展供应链招商，累计引进 配套企业20余家，总投资超150亿元。2025年上半年新签约的17个项目中，延链补链强链项目占比高达 88%，主导产业集聚效应持续放大。 抚州高新区以比亚迪新能源汽车项目为龙头，构建起以新能源汽车及零部件为首位产业、以新能源新材 料、生物医药为主导产业的"1+2+1"现代产业体系，并细分出9大发展赛道。今年前三季度，抚州高新 区实现工业营收878亿元，同比增长37.2%。 在招商机制上，抚州高新区突破传统招商模式，构建"专业化+市场化"招商新体系。一方面，组建"招商 公司+基金公司+产投公司+风控公司"一体化架构，设立产业引导基金7只、总规模达144亿元，形成覆 盖企业全生命周期的基金支持。通过"投大、投强、投上市"与"投早、投小、投硬科技"差异化策略，成 功投资了铜博科技、珍视明、中志精密等一批科技型企业。 近年来，江西省抚州国家高新技术产业开发区积极推动招商引资从传统要素驱动向"金融+科技+产业链 +供应链"深度融合转变。 科技招商成为新动能。抚州高新区积极推动与高校、科研院所合作，同哈工大、天津大学及多支院士团 ...

在招商机制上，抚州高新区突破传统招商模式，构建"专业化+市场化"招商新体系。一方面，组建"招商 公司+基金公司+产投公司+风控公司"一体化架构，设立产业引导基金7只、总规模达144亿元，形成覆 盖企业全生命周期的基金支持。通过"投大、投强、投上市"与"投早、投小、投硬科技"差异化策略，成 功投资了铜博科技、珍视明、中志精密等一批科技型企业。 近年来，江西省抚州国家高新技术产业开发区积极推动招商引资从传统要素驱动向"金融+科技+产业链 +供应链"深度融合转变。 抚州高新区以比亚迪新能源汽车项目为龙头，构建起以新能源汽车及零部件为首位产业、以新能源新材 料、生物医药为主导产业的"1+2+1"现代产业体系，并细分出9大发展赛道。今年前三季度，抚州高新 区实现工业营收878亿元，同比增长37.2%。 政策与服务持续优化。抚州高新区出台"1+N"产业政策体系，推动财政奖补向市场化资本化扶持转变， 推广"免申即享"资金直达机制，今年上半年兑现惠企资金4348.92万元。同时深化"跨省通办""一件事一 次办"改革，提升政务服务的标准化与智慧化水平，营商环境不断优化。 通过招商理念重塑与机制创新，抚州高新区实现从传统模式到选 ...

Core Viewpoint - The recent announcement by two national departments in China regarding nine key industries is seen as a roadmap for stable growth, indicating a clear direction for investment opportunities in the coming years [2][4][6]. Group 1: Policy and Industry Direction - The nine industries are part of a long-term strategy, marking the transition from the 14th Five-Year Plan to the 15th, outlining where resources should be allocated in the next five years [6][7]. - China's policy continuity is emphasized as a significant certainty, contrasting with other markets where policies frequently change [7][9]. - The focus is on long-term logic rather than short-term numerical fluctuations, with funding expected to follow established policy directions [9]. Group 2: Key Themes in the Nine Industries - The first theme is "high-quality development," which prioritizes stability over rapid growth in certain sectors, such as construction materials and light industry, to protect supply chains and employment [11][13]. - The second theme is "domestic discourse power," promoting self-sufficiency in technology, particularly in AI servers, allowing for a 20% price premium for domestic products [13][15]. - The third theme is "green transformation," which aims to upgrade industries through low-carbon processes, emphasizing environmental standards as a competitive advantage [15][17]. - The fourth theme is "anti-involution," which seeks to control new capacity in industries like photovoltaics and lithium batteries, shifting the focus from scale to technology [17]. Group 3: Structural Opportunities in Specific Industries - The electronic information manufacturing sector is highlighted as a key beneficiary, with a projected growth rate of 7% and a target for AI server industry scale exceeding 400 billion [19][21]. - The automotive industry is transitioning to a focus on new energy and smart technologies, with a projected 20% growth in electric vehicles, indicating a shift from price competition to technological advancement [21][22]. - The non-ferrous metals sector is encouraged to focus on high-value-added products rather than raw material extraction, signaling a shift towards processing and innovation [24][26]. Group 4: Investment Logic for the Future - The investment logic for the next five years emphasizes policy benefits, industry characteristics, and technological capabilities rather than chasing new concepts or hot trends [26].

Core Insights - The Thailand Electronics Circuit Asia 2025 exhibition will take place from August 20 to 22, 2025, in Bangkok, showcasing high-end copper foil applications and fostering collaboration among global electronic industry players [1][3]. Group 1: Exhibition Overview - The exhibition is co-hosted by the Thailand Board of Investment, the Thai Printed Circuit Association, and the Hong Kong Printed Circuit Association, focusing on building a future electronic ecosystem [3]. - Over 250 companies from 15 countries and regions are expected to participate, covering an area of 12,000 square meters, with a projected trade volume exceeding 20 billion Thai Baht and over 7,000 professional visitors [3]. Group 2: Company Participation - Defu Technology showcased high-performance copper foil products and innovative applications in high-frequency, high-speed circuits, 5G communication, and automotive electronics, attracting significant attention from industry experts and potential partners [3][5]. - The company has established a subsidiary in Thailand and is collaborating with local firms such as KCE and TLM in the PCB sector, emphasizing its strategy of collaboration and localization [5]. Group 3: Future Outlook - Defu Technology aims to leverage its advanced copper foil material technology to drive innovation in the electronic industry and build a smarter, more interconnected electronic ecosystem with global partners [7].

Group 1: Companies Submitting IPO Applications - Guangdong Zhaoming Electronics Group Co., Ltd. submitted an IPO counseling report to the Guangdong Securities Regulatory Bureau on August 19, with Shenwan Hongyuan Securities as the counseling institution. The company specializes in precision metal hardware manufacturing and has multiple subsidiaries [3]. - Saiterwell Electronics Co., Ltd. submitted an IPO counseling report to the Ningbo Securities Regulatory Bureau on August 19, with CITIC Securities as the counseling institution. The company focuses on smart security products and has only undergone one A-round financing in 2016 [4][5]. - Jiangsu Junhua Special Polymer Materials Co., Ltd. submitted an IPO counseling report to the Jiangsu Securities Regulatory Bureau on August 20, with Guotai Junan Securities as the counseling institution. The company specializes in high-performance engineering plastics [6]. Group 2: Counseling and Review Status - From August 18 to August 24, no companies completed the IPO counseling work in the domestic market [7]. - From August 18 to August 24, no companies passed the IPO counseling acceptance in the domestic market [8]. - From August 14 to August 24, 11 companies had their IPO counseling registrations terminated in the domestic market [9].

Core Viewpoint - The company, Guangdong Jiayuan Technology Co., Ltd., is set to hold a performance briefing on September 3, 2025, to discuss its half-year results and financial status, inviting investor participation and questions [3][4][5]. Group 1: Company Overview - The company is listed under the stock code 688388 and is involved in the new energy sector [1]. - The company has not made any significant changes to its governance structure or shareholder arrangements during the reporting period [1][2]. Group 2: Financial Data - The company reported a total fundraising amount of RMB 1,240 million from convertible bonds issued in 2021, with a net amount of RMB 1,225 million after deducting issuance costs [21]. - The company raised RMB 3,407 million from a private placement of shares, with a net amount of RMB 3,378 million after costs [22]. - As of June 30, 2025, the company had unutilized fundraising balances of RMB 113 million from convertible bonds and RMB 253 million from the private placement [23][24]. Group 3: Fund Management - The company has established a fundraising management system to ensure efficient use and protection of investor rights [25][26]. - The company has signed tripartite supervision agreements for the management of fundraising accounts with various banks [27]. - As of June 30, 2025, the company had no idle funds from the convertible bonds and had RMB 230 million in cash management from the private placement [31][33]. Group 4: Performance Briefing Details - The performance briefing will take place online at the Shanghai Stock Exchange Roadshow Center, allowing for interactive Q&A [5][7]. - Key executives, including the chairman and financial officer, will participate in the briefing [5][14].

Core Points - The report details the fundraising activities and usage of funds by Guangdong Jiayuan Technology Co., Ltd, including the issuance of convertible bonds and A-shares, along with the management of raised funds [1][2][3] Fundraising Overview - The company raised a total of RMB 1,225.16 million from the issuance of 12.4 million convertible bonds, with net proceeds after expenses amounting to RMB 1,225.16 million [1] - Additionally, the company raised RMB 3,378.39 million from the issuance of 70,257,493 A-shares, with net proceeds of RMB 3,378.39 million after deducting issuance costs [1][2] Fund Usage and Balance - As of June 30, 2025, the company had used RMB 1,157.41 million of the raised funds, with a remaining balance of RMB 113.00 million, including interest income [1][3] - The company reported interest income from raised funds totaling RMB 22.80 million, with no income from financial products in the first half of 2025 [1][3] Fund Management - The company has established a fundraising management system to ensure compliance with relevant laws and regulations, enhancing the efficiency and effectiveness of fund usage [1][2] - The company has signed tripartite supervision agreements with various banks to manage the raised funds securely [2] Project Investment Status - The company has invested in several projects, including a high-performance copper foil project and a technology innovation center, with varying degrees of completion and effectiveness [4][5] - The company has adjusted the internal investment structure of certain projects, extending the expected completion date for some projects due to market conditions and operational challenges [5][7] Financial Management of Idle Funds - The company has utilized idle funds for cash management, investing in low-risk financial products, with a balance of RMB 230.56 million in the cash management account as of June 30, 2025 [6][7] - No idle funds were used to temporarily supplement working capital during the reporting period [6][7] Summary of Fund Usage - The total amount of funds raised and their usage is detailed in specific tables, showing the allocation and progress of various projects [4][5] - The company has not encountered significant issues regarding the use and disclosure of raised funds during the reporting period [5][8]

Group 1: Organic Silicon Industry - The consumption of organic silicon has surged by 20.9% driven by the new energy sector, alongside a 34.2% increase in exports, indicating a reversal signal at the bottom of the cycle [2][3] - The domestic organic silicon industry's profitability has been under pressure due to accelerated capacity expansion over the past three years, but the supply side is now limited with uncertain new capacity coming online [3][5] - Demand is stabilizing in the real estate sector, while emerging fields like photovoltaics and new energy vehicles are expected to contribute significant demand growth [3][5] Group 2: Copper Foil Industry - The copper foil industry is transitioning from "quantity" to "quality," with a clear trend towards high-end products, and structural shortages in high-performance copper foil are expected to enhance profitability by 2025 [6][8] - Leading copper foil manufacturers are currently focusing on sample distribution and small batch shipments, with an upward trend in profitability as sales structures improve [6][8] - Domestic manufacturers focusing on high-value-added copper foil are encouraged, as new products are expected to support the upward shift in profitability [8]

宁德时代下发电解液采购大单 石大胜华3月5日公告，近日，控股子公司胜华新材料科技（连江）有限公司（简称"胜华连江"）与宁德时代新能源科技股份有限公司（简 称"宁德时代"）签订了《战略合作框架协议》。 协议约定，在本协议有效期内（自本协议生效之日起至2025年12月31日），宁德时代向胜华连江采购电解液的需求预计10万吨。具体产品名 称、规格型号、单价、数量、技术标准等以双方书面确认的订单或其他书面文件为准。 比亚迪获波兰1.6GWh储能订单 3月3日，Greenvolt集团宣布与比亚迪储能签署协议，在波兰的2个储能项目中提供400MW/1.6GWh储能系统。 该协议涵盖Turosn Koscielna和Nowa WiesElcka两个区域的储能项目设计和运营，每个项目规模各为200MW/800MWh。这两个项目都已获得 容量市场合同，将于2025年第四季度开始交付，计划于2026年第一季度完工。 国轩高科成立新公司 近日，桐城吕亭国轩风力发电有限公司成立。 法定代表人为纵华星，注册资本为100万元。经营范围包括：新兴能源技术研发；太阳能发电技术服务；发电技术服务；新能源原动设备销 售；海上风电相关系统研发；风 ...