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行进中国丨从“1”到“30”:一颗“锂电芯”的成长密码
Ren Min Wang· 2025-07-12 04:36
全面电动化+储能+虚拟电 新京 - 产力加盟真 唐山向韧性城市深度探索 ET DE CHE EIFA FESCHS 要适用手储能领域和商品 交 电网上 SEATHH) Call 0:00 "施工方案优化、工程物资进场,政府部门比我们还急,派专人盯着进度,有问题当场协调。"王雄斌说,这种效率在快节奏的新能源行业里,就是企业的 核心竞争力。 随着产能扩张,企业也在重塑城市的产业生态。在唐山国轩的实验室里,CNAS(中国合格评定国家认可委员会)认证的检测设备正在对动力340Ah电芯 做循环寿命测试,这款单体容量行业领先的电池,已在2024年底装进唐山1137台新能源公交车。而在曹妃甸,国轩高科入股的中冶瑞木生产的高镍三元前 驱体材料,顺着产业链奔向全国;在玉田,从安徽马鞍山迁来的配套企业,正为电池包生产电芯铝壳。 清晨的阳光掠过河北省唐山市路北区西部经济开发区的厂房,唐山国轩电池有限公司的车间里已是一片忙碌。 流水线上,314Ah(安时数)磷酸铁锂电芯正沿着传送带缓缓移动,它们将被组装成储能集装箱,发往海外用户侧储能项目。不远处,工人们正给即将出 厂的电动重卡电池包做最后的检测,这批产品将装配吉利远程的电动重卡。 ...
药企“卖青苗”是贱卖资产吗?资深律师解析创新药BD交易背后的隐秘博弈:“报价优渥”的交易并不总是最佳选择
Mei Ri Jing Ji Xin Wen· 2025-07-12 01:01
每经记者|许立波 每经编辑|文多 2025年以来,创新药板块强势突围,成为成长赛道中的最大"黑马"。Wind数据显示,截至7月9日,全市场成立满一年的963只ETF中,仅有7只实现业绩翻 倍,港股创新药ETF(513120)便是其中之一,该基金近一年来的收益率达到103%(截至7月11日)。 从产业角度看,随着近年来全球医药巨头加快在华"扫货"的节奏,我国生物技术(Biotech)企业的BD(商务拓展)交易不断升温。同时,资本市场也有显 著回暖,特别是赴港上市的创新药企增加,标志着本土原研药在全球市场中的影响力持续上升。 在这场浪潮中,法律与合规成为各类交易背后的支点。从交易框架的制定、IP(知识产权)的归属到跨境交易的合规性,每一处都暗藏复杂博弈。对于大多 数仍处于临床阶段的中国生物技术公司而言,面对跨国药企的严苛标准,要如何在谈判桌上守住主动权并最终将自己的核心产品卖出好价,已成为当下最关 键的现实课题。 "每家企业所处的治疗领域、产品类型、临床开发路径都可能千差万别,而规则本身是一种抽象、概括性的制度设计,不可能覆盖所有具体情况。"刘毅铭强 调。 此前,曾有一家Biotech企业计划赴港上市,其技术平台 ...
市场洞察;千亿“她经济”新蓝海,电子面膜开启护肤新时代!
Tou Bao Yan Jiu Yuan· 2025-07-11 12:57
www.leadleo.com 中国电子面膜行业调研简报 | 2025/04 报告标签:她经济、电子面膜、柔性穿戴设备、电子皮肤 2025年4月 报告提供的任何内容(包括但不限于数据、文字、图表、图像等)均系头豹研究院独有的高度机密性文件(在报告中另行标明出处者除外)。未经头豹 研究院事先书面许可,任何人不得以任何方式擅自复制、再造、传播、出版、引用、改编、汇编本报告内容,若有违反上述约定的行为发生,头豹研究 院保留采取法律措施、追究相关人员责任的权利。头豹研究院开展的所有商业活动均使用"头豹研究院"或"头豹"的商号、商标,头豹研究院无任何前述名 称之外的其他分支机构,也未授权或聘用其他任何第三方代表头豹研究院开展商业活动。 1 头豹调研简报 | 2025/04 电子面膜行业 Q1:什么是电子面膜?电子面膜目前发展到什么阶段? ◼ 电子面膜是一种新型的特殊面膜,是一种结合电子 技术和面膜形式的美容产品 图表1:电子面膜对比传统面膜 依据中国工业和信息化部发布的《QB/T 2872-2017 面 膜》中的定义,面膜是指涂或敷于人体皮肤表面,经 一段时间后揭离、擦洗或保留,起到集中护理或清洁 作用的产品。可以理解 ...
Plug Power's 20% Surge Signals New Commercial Growth Era
MarketBeat· 2025-07-11 11:27
Core Viewpoint - Plug Power's stock has seen a nearly 25% increase over the past five trading days, driven by positive developments including a significant commercial agreement with Uline, a major logistics company in North America [1][2] Group 1: Partnership with Uline - The partnership with Uline has been extended through 2030, providing long-term revenue visibility and stability, which is crucial for Plug Power as it scales operations and moves towards profitability [6] - Plug Power will supply up to 15 tons per day of liquid green hydrogen to Uline, ensuring predictable demand and securing revenue from its production plants [6][8] - The agreement includes the deployment of Plug's complete fuel cell ecosystem at up to 10 additional Uline distribution centers, enhancing future high-margin equipment sales [6][4] Group 2: Vertical Integration Strategy - The Uline contract validates Plug Power's vertical integration strategy, demonstrating strong commercial demand for its hydrogen and securing a recurring revenue stream [4][7] - By controlling its hydrogen supply, Plug Power can improve gross margins and reduce reliance on the historically volatile third-party hydrogen market [7][9] Group 3: Financial Backing and Growth - The construction of Plug Power's production network was supported by a $1.66 billion conditional loan guarantee from the U.S. Department of Energy, which is now yielding commercial dividends [9] - The company has successfully commissioned its production facilities, including the largest liquid green hydrogen plant in North America, which is crucial for fulfilling the Uline contract [8] Group 4: Market Sentiment and Future Outlook - The investment narrative for Plug Power is shifting from historical losses to a focus on operational execution and future earning potential, aided by the Uline deal and government support [12][11] - Insider confidence is reflected in recent share purchases by Plug Power's CFO, indicating a positive outlook for the company's trajectory [11]
国内首个 常州瑞培生科“自体细胞采集器”获批上市
为了更好地满足临床需求并推动临床应用,目前瑞培生科正与国内头部医疗机构开展紧密合作,整合各 方资源,加速再生医学成果转化,为患者提供更先进、更有效的治疗方案。 此次由瑞培生科自主研发获批上市的PrimCell自体细胞采集器,是一款用于皮肤损伤修复管理的创新性 人工皮肤治疗系统,可用于烧伤创面、白癜风、浅表性疤痕、慢性创面等创面修复。通过专有技术两步 法,从健康皮肤组织中快速分离获取皮肤细胞,获得的自体皮肤细胞无需培养,随即应用于创面,将患 者的自体创面作为孵育器,完成皮肤缺损的再生修复。该产品填补了国内创面修复领域即时皮肤细胞分 离并完成修复的技术空白。 此外,瑞培生科还开发了实时细胞检测分析系统,是配合PrimCell的一款全自动高通量计数一体机,可 以在手术台边实时对获取表皮细胞的浓度、活率、直径及聚团率等数据进行采集和分析,为治疗方案的 实施提供了依据。同时能稳定获取活力为90%以上的足量皮肤细胞,保证了PrimCell创新技术的治疗效 果。 近日,位于常州的江苏瑞培生命科技有限公司(简称"瑞培生科")研发生产的PrimCell自体细胞采集器正 式获得医疗器械注册证批件,成为国内首个获批上市的自体皮肤细 ...
10x Genomics to Report Second Quarter 2025 Financial Results on August 7, 2025
Prnewswire· 2025-07-10 20:05
PLEASANTON, Calif., July 10, 2025 /PRNewswire/ -- 10x Genomics, Inc. (Nasdaq: TXG), a leader in single cell and spatial biology, announced it will report financial results for the second quarter ended June 30, 2025 after market close on Thursday, August 7, 2025. The company will host a public conference call and live webcast for analysts and investors beginning at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to discuss its results, business developments and outlook. The news release with the financial re ...
Why Bloom Energy Stock Just Dropped
The Motley Fool· 2025-07-10 18:32
One shareholder got greedy, and all Bloom shareholders are suffering for it today.Well that was quick! Just 24 hours after J.P. Morgan upgraded hydrogen fuel cell company Bloom Energy (BE -8.57%) stock on Wednesday, sending Bloom stock soaring 18% in a day, Bloom stock is turning tail and tumbling back down again.Bloom stock fell 9% through 12:30 p.m. ET. Bloom's ups and downsJ.P. Morgan nearly doubled its target price yesterday, advising investors to buy Bloom stock on the theory that Congressional "48E ta ...
FuelCell Energy and Inuverse Sign MOU for Data Center Development in Korea, Signaling Growth in Hyperscale and AI Markets
Globenewswire· 2025-07-10 11:30
Integrated fuel cell thermal capabilities can reduce cooling costs and boost energy efficiencyDANBURY, Conn. and SEOUL, South Korea, July 10, 2025 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) and Inuverse, a developer of next-generation AI-specialized hyperscale data centers, have announced a strategic Memorandum of Understanding (MOU) to explore opportunities to deploy up to 100 megawatts (MW) of fuel cell-based power in phased increments starting in 2027 at the AI Daegu Data Center (AI DDC), w ...
Garrett Motion to Hold Second Quarter 2025 Financial Results Conference Call on Thursday July 24, 2025
Globenewswire· 2025-07-10 11:00
PLYMOUTH, Mich. and ROLLE, Switzerland, July 10, 2025 (GLOBE NEWSWIRE) -- Garrett Motion Inc. (Nasdaq: GTX), a leading provider of differentiated automotive technology, today announced that it plans to release its second quarter financial results on Thursday, July 24, 2025, prior to the opening of the market trading in the United States. Garrett will host a conference call that same day at 8:30 am EDT / 2:30 pm CET. To participate in the conference call, please dial +1-877-883-0383 (U.S.) or +1-412-902-6506 ...
9年融资9次 镁伽科技赴港IPO
Jing Ji Guan Cha Wang· 2025-07-10 08:56
Company Overview - Megatech Technology Co., Ltd. submitted its prospectus to the Hong Kong Stock Exchange for an IPO, with Morgan Stanley, Huatai International, Deutsche Bank, and Jianyin International as joint sponsors [1] - Founded in 2016, Megatech is a leading provider of autonomous intelligent systems in China's robotics application sector, valued at over 10 billion [1][3] - The company has completed nine rounds of financing prior to the IPO submission [1] Financial Performance - Revenue is projected to grow from 455 million yuan in 2022 to 930 million yuan in 2024, with a compound annual growth rate (CAGR) of 43.0% [2] - The smart laboratory business is expected to increase from 161 million yuan in 2023 to 295 million yuan in 2024, a year-on-year growth of 83.0% [2] - The intelligent manufacturing business is anticipated to rise from 502 million yuan in 2023 to 635 million yuan in 2024, a year-on-year growth of 26.5% [2] - Despite revenue growth, the company has incurred cumulative losses exceeding 2.2 billion yuan from 2022 to 2024, with an adjusted net loss margin improving from 71.2% in 2022 to 46.3% in 2024 [2] Financing History - The company completed its angel round of financing in June 2017, followed by a series of funding rounds, including a $65 million Series B round led by WuXi AppTec in May 2021 [3] - As of the prospectus submission, Megatech has completed eight rounds of financing with a strong shareholder base, including notable investment firms and industry giants [3] - The company achieved a valuation exceeding $1 billion after its Series C financing in 2022, entering the "unicorn" category [3] Core Business Segments - Megatech focuses on autonomous intelligent systems, with two main business segments: smart laboratories and intelligent manufacturing [4] - In the smart laboratory sector, the company offers comprehensive services for the life sciences industry, enhancing automation and efficiency through proprietary intelligent systems [4] - The intelligent manufacturing segment, supported by partnerships with industrial giants, targets high-end manufacturing sectors, contributing significantly to revenue growth [4] Industry Trends - The global autonomous intelligent systems robotics market is experiencing rapid growth, projected to expand from 31.8 billion yuan in 2020 to 114.3 billion yuan in 2024, with a CAGR of 37% [5] - The Chinese robotics industry is entering a phase of technological innovation and large-scale application, with significant demand for high-end talent in the field [5] - Government policies are encouraging increased R&D investment in intelligent robotics, positioning the sector as a strategic emerging industry [5] Use of IPO Proceeds - The funds raised from the IPO are intended for technology and product R&D, capacity expansion, sales network enhancement, and brand building [6][7] - The company also aims to seek strategic alliances and investment opportunities through the proceeds [7]