科达制造1月14日公告，公司正在筹划以发行股份及支付现金的方式收购控股子公司广东特福国际控股 有限公司少数股权，同时募集配套资金。本次交易预计将构成关联交易和重大资产重组。公司A股股票 自2026年1月15日起停牌，预计停牌时间不超过10个交易日。 ...

Core Insights - The graphite anode materials industry in China is supported by national policies aimed at promoting new materials and electric vehicles, which are key application areas for graphite anodes [1][4]. Policy Overview - Since 2016, several policies have been introduced to encourage the development of graphite anode materials, including the "Light Industry Development Plan (2016-2020)" and "Guiding Opinions on Promoting the Development of the Energy Electronics Industry" [4]. - Key policies include export controls on graphite anode materials and related equipment, effective from November 2025, requiring exporters to obtain licenses [9]. National Policy Highlights - The "Lithium Battery Industry Norms (2024 Edition)" sets performance standards for anode materials, including a carbon (graphite) capacity of ≥340mAh/g and silicon-carbon capacity of ≥480mAh/g [8]. - The "Industry Structure Adjustment Guidance Catalog (2024 Edition)" categorizes key components of electric vehicles, such as anode materials, as encouraged projects, indicating government support [6]. Provincial Policy Highlights - Various provinces have included graphite anode materials in their "14th Five-Year Plan," outlining development goals and directions to enhance the industry chain [11][14]. - For instance, Shanxi aims to develop sodium-ion and lithium-ion battery products, while Zhejiang focuses on high-energy-density lithium-ion batteries [12][13]. Industry Development Goals - Provinces are setting specific targets for the graphite anode materials industry, including building industrial bases, enhancing product capabilities, and improving intelligent production levels [14].

Core Viewpoint - The specialized equipment sector experienced a decline of 2.19% on January 13, with Kuaiji Elevator leading the drop, while the Shanghai Composite Index fell by 0.64% and the Shenzhen Component Index decreased by 1.37% [1]. Group 1: Market Performance - The specialized equipment sector saw significant individual stock movements, with Shandong Molong rising by 10.04% to close at 8.22, and Zhanpeng Technology also increasing by 10.03% to 11.74 [1]. - Kuaiji Elevator reported a substantial decline of 10.01%, closing at 12.77, alongside other notable declines in stocks such as Jiangshun Technology and Aerospace Engineering, both down by 10% [2]. Group 2: Trading Volume and Capital Flow - The total net outflow of main funds in the specialized equipment sector was 4.641 billion, while retail investors saw a net inflow of 4 billion [2]. - The trading volume for Shandong Molong reached 1.0298 million hands, with a transaction value of 813 million, indicating strong investor interest despite the overall sector decline [1]. Group 3: Individual Stock Capital Flow - Shandong Molong had a net inflow of 2.19 billion from main funds, representing 26.90% of its trading volume, while retail investors had a net outflow of 1.26 billion [3]. - Zhanpeng Technology experienced a net inflow of 5195.77 million from main funds, accounting for 7.51% of its trading volume, but faced a net outflow of 1.40289 billion from retail investors [3].

证券日报网讯1月12日，科达制造（600499）在互动平台回答投资者提问时表示，子公司科达液压专注 高端高压柱塞泵马达研制及液压系统集成解决方案，产品主要应用于冶金、锻压、盾构、桩机、海工及 工程机械等行业，目前尚未开展上述航空航天及其相关领域业务，亦暂未有相关拓展计划。 ...

证券日报网讯1月12日，科达制造（600499）在互动平台回答投资者提问时表示，公司KYM系列模锻液 压机可应用于铝合金、钛合金、不锈钢、钢等锻造领域，目前主要应用于汽车零部件等领域，尚未针对 航空航天关键部件生产进行专项研发、定制化设计及开展业务。 ...

Investment Rating - The industry investment rating is "Positive" and maintained [11] Core Viewpoints - Focus on upstream materials for commercial aerospace, with a strong recommendation for UTG glass due to its significant market potential [6][2] - The cement market is experiencing seasonal declines in shipments, while glass inventory has decreased month-on-month [8] - For 2026, three main lines of opportunity are identified: stock chain, Africa chain, and AI chain [9] Summary by Relevant Sections Cement Market - After the New Year, domestic cement market demand continues to weaken due to factors like funding shortages and temperature drops, with key enterprises' shipment rates around 39%, down 1.5 percentage points month-on-month [8] - National cement prices have slightly declined, with price drops observed in regions like Zhejiang, Sichuan, Yunnan, and Xinjiang, ranging from 10 to 30 yuan per ton [23] - The national average cement price is 357.26 yuan per ton, a decrease of 0.32 yuan month-on-month [24] Glass Market - The domestic float glass market has seen a slight rebound in prices, driven by speculative demand, with a total inventory reduction of 183 million weight boxes, a decrease of 3.40% [8][36] - The average price of glass is 61.99 yuan per weight box, up 0.05 yuan month-on-month, but down 12.44 yuan year-on-year [36] - The production capacity of float glass has decreased, with 209 out of 262 production lines operational, resulting in a daily melting capacity of 149,535 tons [8] Investment Opportunities - UTG glass is projected to have a demand of approximately 1.2 million square meters based on the forecast of 6,000 satellites launched annually, translating to a market space of 6 billion yuan [6] - Carbon fiber demand is estimated at around 1,000 tons for satellite applications, with high profit elasticity due to the use of high-modulus series [7] - The report highlights three main investment themes for 2026: optimizing demand and supply in the stock chain, leveraging growth in the African market, and capitalizing on the upgrade trend in AI electronic fabrics [9]

Core Viewpoint - The company has a long-term technological accumulation in the hydraulic press field and has expanded its equipment applications from building materials to industries such as automotive, photovoltaic, and rare earth [1] Group 1: Industry Applications - The company's hydraulic press equipment is primarily used in the manufacturing of automotive wheel hubs, photovoltaic frames, and aluminum alloy profiles [1] - Currently, the company has not conducted specialized research, customized design, or business development for the production of key components in the aerospace sector [1]

格隆汇1月12日丨科达制造(600499.SH)在互动平台表示，公司在液压机领域具备长期的技术积累，目前 相关设备已从建材拓展至汽车、光伏、稀土等行业，主要应用于汽车轮毂、光伏边框、铝合金型材等产 品的成型制造，目前尚未针对航空航天关键部件生产进行专项研发、定制化设计及开展业务。 ...

格隆汇1月12日丨科达制造(600499.SH)在互动平台表示，公司KYM系列模锻液压机目前未涉及航空航 天领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：科达制造的KYM系列模锻液压机是可用于"航空航 天"等高端要求锻件设计的高端装备？ 科达制造（600499.SH）1月12日在投资者互动平台表示，公司KYM系列模锻液压机可应用于铝合金、 钛合金、不锈钢、钢等锻造领域，目前主要应用于汽车零部件等领域，尚未针对航空航天关键部件生产 进行专项研发、定制化设计及开展业务。 （文章来源：每日经济新闻） ...