你知道吗？ 一束国产的黑色细丝，正在改写全球高端材料的游戏规则。 它单丝直径仅6至7微米，不到头发丝的十分之一细；密度为钢的四分之一，强度却是钢的5倍以上。 1米长只有0.5克，却能扛的动400 斤重量——相当于3个成年男人的体重。 更牛的是，3000℃的高温，烧不断它；零下180℃的低温，冻不脆它，还能抗腐蚀。 由于性能太"逆天"，被叫做"地表超强材料"。它就是T1000级高性能碳纤维，近期在山西大同竣工投 产，实现国产化量产。 在高端材料领域，T1000 级碳纤维，有个很厉害的名字——叫"新材料之王"，已经被咱们国家纳入"关 键战略材料"范畴，就像稀土一样，是大国之间博弈的战略筹码。 它最关键、最核心的应用，就是在国防军工领域，直接关系到国家的军事实力： 导弹与火箭，需要用它做导弹弹体、发动机壳体、火箭箭体； 潜艇想做耐压壳体、坦克的车体，也都要用它。 战斗机，需要用它制造机身、机翼、尾翼。美国的第五代隐形战斗机F-22、F-35，就是用的高性能碳纤 维。 由于战略价值稀缺，堪比黄金，T1000 级碳纤维，也被叫做"黑色黄金"。 其他领域，像高铁、国产大飞机C919、新能源汽车，也能用它做车体和机身。 但 ...

海的叙事，从未如此生动 海，是连云最深刻的记忆与最辽阔的远方。连岛中心渔港码头，渔民们正忙着将一筐筐生蚝运送上岸："马上收条斑紫菜，现在海里全年都有'金疙 瘩'。""轮养"模式让眼前海域像精耕的农田，"坛紫菜与条斑紫菜轮养""中国对虾与三文鱼错季养殖""鲍鱼与龙须菜复合养殖"等模式，成功破解海域"空窗 期"。 冬日的海风掠过连云，巨轮运输货物往来不歇，产业园区机器轰鸣，海滨风光闲适宜人。在"十四五"的五年征程中，连云港市连云区以山海为基、向海而 兴，在复杂严峻的发展环境中交出了一份亮眼的成绩单。 视线放远，"海上牡蛎园"已然成型。政府引导、科技助力，超过六亿元的资金流向海洋，不仅换来了年产超十万吨的肥美牡蛎，更让两千多名传统渔民转 身成为驾驭现代养殖技术的"新农人"。牡蛎南北跨区转场育肥，"南北接力"的智慧，让连云的海鲜跨越季节与地域，游向全国餐桌。 向海图强的故事，不止于近海的田园诗。代表中国远洋渔业前沿的"深蓝"号加工船，此刻正航行在地球南端的冰冷海域。它的背后，一条从远洋捕捞到高 附加值产品加工的完整产业链，正在连云的土地上悄然构建。海，从生存的背景板，变成了充满无限可能的发展前沿。 港的脉搏，连接世界 ...

强化融合支撑,建强平台体系,贯通行业创新"协同链"。威海市工信局坚持围绕产业链部署创新链,推动创 新要素向产业链各环节精准配置,构建起全链条创新支撑体系。建强平台体系,"十四五"期间全市工业和 信息化领域建成省级及以上科技创新平台229家,实现10条标志性产业链"全覆盖"；新增省级制造业创新 中心3家,总数达6家,位列全省第3；工信部威海电子信息技术综合研究中心成功入选国家级产业技术基础 公共服务平台,实现国家级产业技术基础平台零的突破。推动成果转化,针对科技成果转化"最后一公 里"难题,支持园区和龙头企业共建中试平台,其中碳纤维及复合材料中试平台入选全省首批制造业中试平 台(全省仅9个),为前沿技术从实验室走向生产线提供了关键支撑,推动科技创新与产业创新互融共促。 凝聚聚合效能,营造创新生态,构建区域创新"共同体"。威海市工信局以"政产学研金服用"七位一体体系 为核心纽带,重点强化不同主体、不同区域间的创新联动,打破资源壁垒,让创新要素高效流动。深化产学 研协同,推动创新链条深度融合,建立与高等院校、科研院所的常态化对接机制,充分发挥行业协会、产业 联盟桥梁作用,以"企业出题、高校院所解题、政府搭台保障"模 ...

强化融合支撑，建强平台体系，贯通行业创新"协同链"。威海市工信局坚持围绕产业链部署创新链，推 动创新要素向产业链各环节精准配置，构建起全链条创新支撑体系。建强平台体系，"十四五"期间全市 工业和信息化领域建成省级及以上科技创新平台229家，实现10条标志性产业链"全覆盖"；新增省级制 造业创新中心3家，总数达6家，位列全省第3；工信部威海电子信息技术综合研究中心成功入选国家级 产业技术基础公共服务平台，实现国家级产业技术基础平台零的突破。推动成果转化，针对科技成果转 化"最后一公里"难题，支持园区和龙头企业共建中试平台，其中碳纤维及复合材料中试平台入选全省首 批制造业中试平台（全省仅9个），为前沿技术从实验室走向生产线提供了关键支撑，推动科技创新与 产业创新互融共促。 凝聚聚合效能，营造创新生态，构建区域创新"共同体"。威海市工信局以"政产学研金服用"七位一体体 系为核心纽带，重点强化不同主体、不同区域间的创新联动，打破资源壁垒，让创新要素高效流动。深 化产学研协同，推动创新链条深度融合，建立与高等院校、科研院所的常态化对接机制，充分发挥行业 协会、产业联盟桥梁作用，以"企业出题、高校院所解题、政府搭台保障" ...

Core Insights - The article highlights the significant achievements of Weihai City in industrial and information technology development during the "14th Five-Year Plan" period, emphasizing high-quality growth despite challenges such as the pandemic and changing international environments [1][8]. Industrial Economic Performance - Since the beginning of the "14th Five-Year Plan," the city's industrial added value has grown at an average annual rate of 7.1%, with the number of large-scale industrial enterprises increasing by 26.6% to 1,413 by the end of 2024 [2] - The total industrial revenue reached 282.14 billion yuan, marking a 5.3% increase from the end of the "13th Five-Year Plan" [2] - The number of enterprises with revenues exceeding 10 billion yuan rose from 38 to 48, showcasing a robust industrial landscape [2] Innovation and Technological Advancement - The city has implemented an innovation-driven development strategy, resulting in the establishment of 530 provincial-level and above technology innovation platforms and 49 provincial-level technology innovation demonstration enterprises [3] - Key technological breakthroughs include advancements in carbon fiber production and autonomous control of image sensors, contributing to the city's industrial upgrade [3] - By mid-2025, high-tech industries are expected to account for 73.2% of the total industrial output value, leading the province [3] Digital Transformation - Weihai has prioritized digital economy development, establishing 9,244 5G base stations, a 352% increase from the end of the "13th Five-Year Plan" [4] - The city has implemented 202 smart factories and digital workshops, promoting widespread digital transformation across industries [4] - Weihai has been recognized for its significant achievements in building digital infrastructure and advancing industrial digitalization [4] Sustainable Development - The city has focused on green and low-carbon development, with 207 green factories and supply chain management enterprises cultivated [5][6] - Energy consumption per unit of industrial added value has decreased by 23.8%, reflecting the effectiveness of energy-saving initiatives [6] - The rate of chemical enterprises entering industrial parks has improved by 16 percentage points since the end of the "13th Five-Year Plan" [6] Industrial System and Supply Chain Resilience - Weihai has implemented a "chain leader system" to enhance industrial chain resilience, resulting in significant advancements in various sectors, including medical devices and carbon fiber [7] - The city has achieved a local supply rate exceeding 90% for core components in printing equipment and smart terminals [7] - By 2024, key manufacturing industry chains are projected to generate 237.89 billion yuan in revenue, accounting for 80% of the city's large-scale industrial revenue [7]

Group 1: Economic Development - Weihai's marine economy is robust, with a projected marine production value of 142.66 billion yuan in 2024, accounting for 38.2% of the GDP, moving towards a target of 150 billion yuan [2] - The city has cultivated over 800 high-quality enterprises, including provincial-level champions and unicorns, contributing to its economic landscape [2] Group 2: Innovation and Industry - Companies like Guangwei Composites have broken through T1100 carbon fiber technology barriers, transitioning from fishing gear manufacturing to aerospace material supply, supporting national new material strategies [3] - Weihai Guantai has become the only global manufacturer capable of providing all ground equipment for an airport, achieving a leap from equipment export to standard output [3] - New Beiyang has transformed from traditional printing to intelligent equipment, with over 40% of its revenue coming from overseas, demonstrating a synergy between capital outflow and production localization [3] - Dishang Group has upgraded from a foreign trade processing enterprise to a digital fashion ecosystem builder, leveraging AI design and cross-border platforms [3] Group 3: Urban Development and Quality of Life - Weihai's urban construction and governance model has been recommended by the UN Habitat, showcasing a blend of industry and quality of life [2]

Core Insights - Weihai, a coastal city in Shandong, has developed a unique modern industrial structure based on marine economy, manufacturing, and openness, with a marine production value of 142.66 billion yuan, accounting for 38.2% of its GDP, and is aiming for a target of 150 billion yuan by 2024 [4] Industry Overview - The marine economy in Weihai is robust, with significant contributions to the city's GDP and ongoing efforts to reach a production value of 150 billion yuan by 2024 [4] - The city has seen a surge in innovation, with successful satellite launches and the establishment of key laboratories in the medical device sector, showcasing its commitment to technological advancement [4] Company Highlights - Guangwei Composites has transitioned from fishing gear manufacturing to becoming a key supplier of aerospace new materials, breaking foreign monopolies in T1100 carbon fiber technology [5] - Weihai Guangtai has become the only global manufacturer capable of providing all ground equipment for an airport, achieving a significant leap from equipment export to standard output [5] - New Beiyang has transformed from traditional printing to intelligent equipment, with over 40% of its revenue coming from overseas, demonstrating successful capital and production synergy [5] - Dishang Group has evolved from a foreign trade processing enterprise to a digital fashion ecosystem builder, leveraging AI design and global resources to lead the digital transformation in the apparel industry [5] Capital Market Activity - Weihai has produced 18 A-share listed companies, with notable firms like AVIC Shenyang Aircraft and Guangwei Composites leading their respective fields, indicating a strong presence in the capital market [4]

Core Viewpoint - Yongcheng New Materials' T1100 grade ultra-high strength carbon fiber industrialization preparation technology has been recognized as reaching international advanced levels by experts during a technical appraisal meeting [1] Company Overview - Yongcheng New Materials focuses on the research, production, and sales of high-performance carbon fibers and their composites, with main products including T700, T800, T1000, and T1100 high-performance carbon fibers [1] Product Significance - T1100 grade carbon fiber is one of the top products in the global high-performance carbon fiber sector, characterized by ultra-high strength, high modulus, and lightweight properties, making it suitable for applications in civil aviation, high-end equipment, and high-end sports equipment [1] Recent Developments - In the first quarter of this year, Yongcheng New Materials achieved industrial-scale production of YC-11 (T1100 grade) ultra-high strength carbon fiber [1] - In February, the company signed a strategic cooperation agreement with Zhejiang Province Aircraft Composite Materials Technology Innovation Center to jointly develop carbon fiber and composite materials for large structural components in civil aircraft [1] - In March, Yongcheng New Materials entered into strategic cooperation agreements with Shandong Ruicheng Aerospace Carbon Materials Co., Ltd. and Dezhou Junteng Material Technology Co., Ltd. to collaborate on carbon fiber applications in civil high-end and special equipment sectors [1]

Core Viewpoint - Weihai is focusing on upgrading traditional industries while fostering emerging industries to drive high-quality development through the cultivation of new productive forces [2][5]. Group 1: Traditional Industry Upgrades - Traditional industries such as shipbuilding, marine equipment, textiles, and tire manufacturing are undergoing solid transformation and upgrades, with significant automation and digitalization efforts [3][5]. - The Weihai Wuchuan Shipbuilding Company has implemented a fully automated production line, achieving an 80% automation rate and reducing labor costs by 40% [3]. - The招商局金陵船舶(威海)有限公司 has initiated a digital green intelligent factory project, with a total contract value of 15 billion yuan and production plans extending to 2028 [4]. Group 2: Emerging Industries Growth - Weihai is rapidly developing emerging industries such as carbon fiber materials and renewable energy, with a focus on creating a complete industrial chain [6][9]. - The carbon fiber industry in Weihai has seen significant advancements, with the establishment of a carbon fiber industrial park and over 40 projects being launched [7]. - The renewable energy sector has achieved a total installed capacity of 7.42 million kilowatts, accounting for 71.2% of the city's energy mix, with a revenue of 20.635 billion yuan in 2024 [9]. Group 3: Future Industry Development - Weihai is strategically planning for future industries, including artificial intelligence and life sciences, to enhance its competitive edge [11][14]. - The city is developing a local computing power center to support real-time decision-making and data analysis for various sectors, with a planned total computing power exceeding 2000P [13]. - The introduction of advanced surgical robots and underwater robots showcases Weihai's commitment to innovation in the medical and marine sectors [11][12].

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, indicating challenges in the market due to overcapacity and increased competition in the carbon fiber industry [1][2]. Financial Performance - In 2024, the company achieved revenue of 2.45 billion yuan, a year-on-year decrease of 2.69%, and a net profit attributable to shareholders of 741 million yuan, down 15.12% [1]. - For Q4 2024, revenue was 548 million yuan, a significant decline of 28.96%, with net profit dropping 49.93% to 126 million yuan [1]. Segment Performance - The carbon fiber and fabric segment generated revenue of 1.45 billion yuan, down 12.91% year-on-year, accounting for 59.27% of total revenue [2]. - The T800 grade carbon fiber saw a revenue increase of 64.64% to 472 million yuan, while the T700 grade remained stable due to increased demand for T700 in equipment [2]. - Wind power carbon beam business experienced a recovery with revenue of 537 million yuan, up 25.81% year-on-year [2]. - The prepreg business generated 234 million yuan, down 12.86%, primarily due to intensified competition and price declines [2]. - The composite technology segment achieved revenue of 107 million yuan, up 15.6%, driven by growth in drone-related businesses [2]. - The precision machinery segment saw a significant increase in revenue of 89 million yuan, up 161.20% [2]. New Product Development - The company is actively developing new products and expanding into new fields such as civil aviation, low-altitude economy, and electromagnetic energy storage [4]. - New T1100 and T1100 grade carbon fibers have been developed to meet high-end equipment needs, with successful applications in drones and electric aircraft [4]. - The GW300 carbon fiber and flame-retardant prepreg have been approved for use in large aircraft, marking a significant milestone for the company [4]. - New high-performance prepregs for various applications, including 3C consumer electronics and photovoltaic industries, have been successfully developed and are in stable supply [4]. Production Capacity Expansion - The company successfully passed the equivalence verification for a certain model of carbon fiber production line, ensuring product performance consistency [5]. - The first phase of the 4000-ton high-performance carbon fiber production line in Inner Mongolia was completed and began production in mid-2024 [5].