摘要：【图】2025年5月宁夏回族自治区液化石油气产量统计分析 单独看2025年5月份，宁夏回族自治区规模以上工业企业液化石油气产量达到了8.3万吨，与2024年同期 的数据相比，5月份的产量增长了3.8%，增速较2024年同期高10.8个百分点，增速较同期全国高10.8个 百分点，约占同期全国规模以上企业液化石油气产量424.8万吨的比重为2.0%。 图表：宁夏回族自治区液化石油气产量分月（当月值）统计 2025年1-5月液化石油气产量分析： 据国家统计局数据，在2025年的前5个月，宁夏回族自治区规模以上工业企业液化石油气产量累计达到 了36.2万吨，与2024年同期的数据相比，下降了16.8%，增速较2024年同期低23.2个百分点，增速较同 期全国低14.6个百分点，约占同期全国规模以上企业液化石油气产量2190万吨的比重为1.7%。 图表：宁夏回族自治区液化石油气产量分月（累计值）统计 2025年5月液化石油气产量分析： 石油化工行业最新动态 石油的现状和发展趋势 化工行业现状与发展趋势 日化市场现状及前景分析润滑油市场调研与发展前景汽油发展现状及前景预测 柴油市场调研及发展趋势橡胶行业监测及发展趋 ...

【2025年下半年尿素市场多空因素交织，出口政策成主导核心】2025年上半年，尿素行业新投产能350 万吨左右，带动日产长期超20万吨。下半年计划新投产能约280万吨，7 - 8月高温或使供应提升减缓，9 月后日产有望突破21万吨，11月中旬气头企业季节性限产，但供应降幅有限。若新增产能投产顺利，年 底产能增量达635万吨，同比增8.22%；全年产量有望达7000万吨，同比增速8.14%。 需求方面，上半年 农需旺季，虽受多重因素影响有反季节性现象，但农业需求仍高速增长，1 - 5月消费量增速8.89%。下 半年农需和工业需求均减弱，消费增速明显回落，预计全年消费增幅4.5% - 5%，消费量6343.15 - 6373.5万吨，低于产量。 出口及国际市场不确定性高，全球局势扰动尿素成本、生产及运输。我国出口 政策是否松动、对印度供货是否恢复，影响出口格局和市场情绪。若无政策松动，出口难影响国内供 需，但需关注政策动态对市场情绪的扰动。 库存上，上半年企业库存维持高位，2 - 3月去库，4 - 6月反 季节性累库。下半年产能提升、内需减弱，库存压力仍高，有进一步累库风险，若出口或需求超预期， 库存有望转移。 ...

【现货】据Mysteel，截至6月30日，无锡宏旺304冷轧价格12650元/吨，日环比下跌50元/吨；佛山宏旺 304冷轧价格12650元/吨，日环比持平；基差210元/吨，日环比下跌40元/吨。 【原料】菲律宾1.3%镍矿多在FOB37-38成交，受降雨天气影响，装船出货效率迟滞；印尼镍矿7月（一 期）内贸基准价预计下跌0.5-0.8美元左右，内贸升水预计走跌2美元至+24-25，镍矿供应紧缺问题因印 尼当地园区各冶炼厂出现减产有所缓解。镍铁议价区间继续下移，华南某主流钢厂在910元/镍（舱底含 税）成交，贸易商报价下调至910-920元/镍（舱底含税），铁厂大幅亏损下镍铁继续下行阻力较大。铬 铁价格波动不大，工厂方调价意愿偏低，但贸易商走货意愿较强，低价出现较多。 【库存】社会库存消化偏慢，周度数据小减，仓单近期一定减少。截至6月27日，无锡和佛山300系社会 库存53.27万吨，周环比减少0.15万吨。6月30日不锈钢期货库存112140吨，周环比减少1763吨。 【供应】据Mysteel统计，6月国内43家不锈钢厂粗钢预计排产336.23万吨，月环比减少2.91%，同比增 加2.24%；其中300系 ...

图源Duokey 钛媒体APP注：自2011年以来，瑞士连续13年全球创新指数排名第一，是全球重要的创新策 源地，也是中国首个创新战略伙伴关系国，在创新发展和科技金融领域与中国具有极佳互补 性。 由Venturelab主办的"瑞士创新100强"，汇聚了最佳"瑞士制造"的初创及成长期科技创新 企业，是瑞士最具国际影响力的创新生态标杆。自2011年以来，该榜单每年在瑞士全国范围 内评选出100家最具开创性和市场前景的瑞士创新企业和25家最具独角兽潜力的瑞士成长期 企业，覆盖生命科学、工程机械、机器人、信息通信、低碳科技、食品科技等领域。 为了 全方位展示和介绍瑞士最前沿的创新科技，钛媒体APP与Venturelab的中国授权合作方以明 科技（Insight Tech）合作推出《瑞士创新100强》专题，全面展示瑞士先锋科创生态的全 景。 本文为专栏第160期，介绍的Duokey是2024年《瑞士创新100强》上榜企业，其致力于 研发加密和密钥管理产品。 Duokey通过应用多方计算技术，研发了具备高安全性与隐私性的加密和密钥管理产品，通过双密钥加 密为云数据提供双层保护，保障用户密钥所有权与控制权以及数据机密性与完 ...

长江商报消息 中国矿产巨头紫金矿业（601899.SH、02899.HK）加速推进全球化进程。 6月30日，紫金矿业公告，拟以12亿美元收购Cantech持有的哈萨克斯坦RG金矿项目100%权益。长江商 报记者根据公告披露当日汇率测算，上述交易金额约合人民币85.98亿元。 紫金矿业以金矿开发起家，黄金是公司最重要的业务板块之一，贡献了约50%的营收和30%的毛利。公 司称，交易完成后将显著提升其资产规模与盈利水平。 长江商报记者注意到，近年来，紫金矿业数次在全球收购金矿，核心竞争力不断巩固，实现了资源储量 和经营业绩的双重增长。 2024年，紫金矿业生产矿产金73吨，同比增长约7.78%，在全球拥有的黄金资源量近4000吨，均居全球 第6位。 过去9年，紫金矿业归属于母公司股东的净利润（以下简称"净利润"）持续增长。2025年第一季度，公 司再次实现营收、净利双增长；期末其账面货币资金为402.2亿元，同比增加90.19%。 拟86亿海外"买矿" 紫金矿业频频通过收购扩大矿产版图。 根据公司最新披露的公告，紫金矿业拟分拆至港交所上市的全资子公司紫金黄金国际及其新加坡全资子 公司金哈矿业，于6月29日与Can ...

"孩子们，这就是蒸球化皮机，它的发明大大提升了熬胶效率……"夏日，东阿阿胶（000423）产业园区 的阿胶探秘长廊里，一群小学生正在讲解员引领下开展研学之旅，小眼睛里充满了好奇。 "叔叔阿姨，您知道阿胶的传统制作技艺有多少道工序吗？"另一边，一群银发长者正沿着参观步道进入 阿胶世界体验工厂，隔着玻璃可以看到阿胶、阿胶糕、复方阿胶浆等产品的生产过程。长廊中弥漫着浓 浓的胶香、枣香与中草药香味。 阿胶，中药瑰宝，滋补养生——不少消费者有这样的总体印象。但阿胶从何而来？一味中药如何拉动多 元产业？古老药材如何走进年轻消费者中间？日前，记者跟随国务院国资委新闻中心"走进新国企"采访 活动，走进东阿阿胶股份有限公司，感受老字号向新跃动的活力。 阿胶怎么吃？在较为费时耗力的熬胶之外，还能有创新解法吗？近年来，东阿阿胶推出"小金条"东阿阿 胶速溶粉，可以冲泡饮品、拌酸奶，满足年轻消费者随时随地"撒个胶"的需求。此外，与奈雪的茶联名 推出阿胶奶茶；推出即食饮品"锦上花"滋补生活茶；与迪士尼推出白雪公主联名套装……这让消费者看 到了阿胶的多种样态，也让人感叹"阿胶做出了国潮范儿"。 "产品即食化是通过技术创新来满足消费需求，实 ...

Core Insights - Dong'e Ejiao is undergoing a significant digital and intelligent transformation, investing 24.48 million yuan in 2024 to integrate traditional Chinese medicine with modern digital technology [1] - The company has implemented a fully automated production line for traditional Chinese medicine oral liquids, enhancing operational efficiency and reducing labor requirements [1][2] - The introduction of AI and IoT technologies has improved quality control and operational management across various processes, including raw material supply and product development [2][3] Digital Transformation - Dong'e Ejiao's investment in digitalization includes the development of an AI-based quality control system and IoT-enabled environmental monitoring, enhancing overall production capabilities [2] - The company has achieved a raw material loss rate of 0.8% and a 30% increase in per capita output value through intelligent production processes [2] Supply Chain Optimization - The establishment of a smart supply chain system allows for precise forecasting and inventory management, reducing average inventory turnover days from 84 to 30 and decreasing obsolete materials by 50% [3] - The integration of sales and production planning has improved plan accuracy by 30%, with key product plan accuracy exceeding 90% [3] R&D and Product Development - Dong'e Ejiao has developed a product lifecycle management platform that standardizes and modularizes product data management, facilitating collaborative R&D and shortening product development cycles [3] - The company aims to address challenges in traditional Chinese medicine production, such as standardization and quality control, by creating a comprehensive digital system covering the entire supply chain [3] Industry Impact - As a representative enterprise in the health supplement industry, Dong'e Ejiao is leveraging AI and digital technologies to enhance its entire value chain, from breeding and R&D to production and consumer services [4] - The company's digital transformation efforts are expected to promote the inheritance and innovation of traditional Chinese medicine culture while exploring new growth opportunities in the industry [4]

Core Points - The company held its 22nd meeting of the 9th Board of Directors on June 30, 2025, via electronic communication, with all nine directors participating in the vote [1][2] - The board approved the revised "External Donation Management Measures" [1] - The company’s subsidiary, Lanzhou Biological Products Co., Ltd., will donate 800,000 yuan to the Gansu Provincial Health Development Foundation [3][4] - The company’s subsidiary, Nanjing Rouxin Plasma Collection Co., Ltd., will donate 30,000 yuan to the Nanjing Red Cross Society [5][6] - The announcement was made on June 30, 2025 [8]

Group 1: Apple’s Product Development - Apple plans to release multiple head-mounted AR and VR products in 2027, including an upgraded Vision Pro headset later this year [1][2] - Three Vision series products and four pairs of smart glasses are currently in development, with expectations to ship over 10 million AR/VR products in 2027 [2] - The Vision Air, a lighter headset with a 40% weight reduction, is set for release in 2027, while a second-generation Vision Pro is planned for 2028 [3] Group 2: Market Trends and Competitors - The global smart glasses market is projected to grow from $1.93 billion in 2024 to $8.26 billion by 2030, attracting major tech players [5] - Meta is actively developing smart glasses and has introduced the Orion prototype, which features a transparent display [5][7] - Apple’s entry into the AR and VR space poses a significant threat to Meta's market dominance, given Apple's strong brand loyalty [8]

Core Viewpoint - The photovoltaic industry is currently facing challenges, yet Nenghui Technology is optimistic about achieving revenue growth, projecting a revenue of 1.097 billion yuan in 2024, representing an 85.74% year-on-year increase, and a target of at least 50% growth in 2025 [2][3] Group 1: Company Performance - In 2024, Nenghui Technology achieved an operating income of 1.097 billion yuan, with a net profit attributable to shareholders of 52.54 million yuan [3] - In the first quarter of 2025, the company reported an operating income of 310 million yuan, reflecting a year-on-year growth of 26.60%, with a net profit of 5.74 million yuan [3] Group 2: Strategic Development - Nenghui Technology's R&D investment reached 31.97 million yuan in 2024, marking a 55.31% increase [4] - The company introduced a wheel-based AI charging and battery swapping robot capable of handling 3 to 4 tons, which can complete battery swaps in 3 minutes, showcasing its technological advancements [4] - The company is transitioning into the heavy-duty vehicle battery swapping sector, anticipating significant market potential as traditional charging methods become inadequate for high-frequency transport needs [5] Group 3: Market Positioning and Future Outlook - The photovoltaic system integration business contributed 93.66% of Nenghui Technology's revenue in 2024, but is facing challenges due to industry adjustments [6] - New policies in 2025 are expected to shift the photovoltaic power market towards market-oriented trading, prompting companies to evolve from "construction teams" to "energy managers" [6] - Nenghui Technology is exploring strategic partnerships and acquisitions to strengthen its market position, emphasizing the importance of aligning with like-minded entities [7]