Core Viewpoint - The article highlights the rapid development and technological advancements of Duofluoride New Materials Co., Ltd. in the field of new energy battery production, emphasizing its significant role in the new materials industry in Jiaozuo, China [2][3][4]. Group 1: Company Overview - Duofluoride has established an automated production facility for power batteries with an annual capacity of 8GWh, achieving a daily output of 160,000 battery cells [2]. - The company is a leader in the fluorine materials sector, producing lithium hexafluorophosphate, which is used in one out of every three lithium batteries globally [3]. - Duofluoride's electronic-grade hydrofluoric acid production has reached world-class levels, and it has maintained the highest global sales for polymer products like alumina and anhydrous aluminum fluoride [3]. Group 2: Industry Development - Jiaozuo's new materials industry has grown to include 397 enterprises, surpassing a scale of 100 billion yuan, with five key segments: new energy battery materials, modern chemical new materials, aluminum-based and titanium-zirconium alloy materials, green building materials, and superhard materials [4]. - The new materials industry in Jiaozuo has been recognized for its innovation, with clusters for new energy storage devices and lithium-ion battery materials being designated as strategic emerging industry clusters in Henan Province [4]. - Future plans for Jiaozuo's new materials industry include focusing on solid-state and flow batteries, as well as developing new metal materials and advanced materials like carbon and semiconductor materials [4][5].

Group 1 - The company, Xinzuobiao, has received the "High-tech Enterprise Certificate" issued by the Zhejiang Provincial Department of Economy and Information Technology, Zhejiang Provincial Department of Finance, and the State Taxation Administration of Zhejiang Province [2] - The certificate number is GR202533006969, and it was issued on December 19, 2025, with a validity period of three years [2] - Upon receiving this certification, the company can pay corporate income tax at a rate of 15% for three consecutive years starting from the date of recognition [2]

格隆汇1月20日丨新坐标(603040.SH)公布，公司于近日收到由浙江省经济和信息化厅，浙江省财政厅， 国家税务总局浙江省税务局联合颁发的《高新技术企业证书》，证书编号GR202533006969，发证时间 2025年12月19日，证书有效期三年。本次高新技术企业的认定系公司原高新技术企业证书有效期满后的 重新认定。 ...

格隆汇1月20日丨新坐标(603040.SH)公布，公司于近日收到由浙江省经济和信息化厅，浙江省财政厅， 国家税务总局浙江省税务局联合颁发的《高新技术企业证书》，证书编号GR202533006969，发证时间 2025年12月19日，证书有效期三年。本次高新技术企业的认定系公司原高新技术企业证书有效期满后的 重新认定。 ...

证券代码：603040 证券简称：新坐标 公告编号：2026-002 杭州新坐标科技股份有限公司 关于获得高新技术企业证书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 特此公告。 杭州新坐标科技股份有限公司董事会 2026 年 1 月 21 日 杭州新坐标科技股份有限公司（以下简称"公司"）于近日收到由浙江省经 济和信息化厅，浙江省财政厅，国家税务总局浙江省税务局联合颁发的《高新技 术企业证书》，证书编号 GR202533006969，发证时间 2025 年 12 月 19 日，证书 有效期三年。 本次高新技术企业的认定系公司原高新技术企业证书有效期满后的重新认 定，根据国家相关规定，公司自通过高新技术企业重新认定起连续三年可继续享 受国家关于高新技术企业的税收优惠政策，即按 15%的税率缴纳企业所得税。公 司 2025 年已根据相关规定按照 15%的企业所得税税率进行财务核算，因此本次 通过高新技术企业重新认定不会对公司经营业绩产生重大影响。 ...

Macro Changes - The market's rise at the beginning of 2026 is fundamentally a continuation of the global "easing consensus" from 2025, but three marginal changes are disrupting this trend [3] - The U.S. political cycle is intensifying the clash with monetary policy, as Trump pressures the Federal Reserve to lower interest rates, leading to heightened market expectations for a rate cut [3][7] - The expansion of "shadow banking" in the U.S. has shifted from a hidden concern to a significant variable, with money market funds and private credit rapidly growing, which could amplify liquidity and asset bubbles [4] Policy Dynamics - The Federal Reserve faces three constraints: persistent inflation, political pressure, and the balance between shrinking and expanding its balance sheet [7] - The European Central Bank and other global central banks are signaling potential policy shifts in response to U.S. monetary policy changes, indicating a global interconnectedness in policy decisions [8] Asset Implications - U.S. Treasury yields may steepen if rate cuts occur, but long-term rates could remain suppressed due to fiscal deficits [9] - The U.S. stock market is supported by liquidity expectations, but shadow banking could increase volatility through retail leverage [9] - Gold prices are expected to rise due to declining real interest rates and increased demand for safe-haven assets [9] Investment Shifts - China's "deposit migration" reflects a shift in asset allocation from risk-free to risk-return matching, impacting A-shares, Hong Kong stocks, and the bond market [11] - A-shares are transitioning from "stock game" to "incremental drive," with significant capital moving into equity markets, benefiting high-dividend and growth sectors [11] - Hong Kong stocks are experiencing dual elasticity, attracting both domestic and foreign investments due to improving fundamentals and lower financing costs [12] Conclusion - The global market in 2026 represents a struggle between normalized policy interventions and spontaneous market dynamics, with shadow banking and deposit migration indicating a new era for emerging market assets [13] - Investors should focus on policy-sensitive assets, growth-oriented investments, and safe-haven assets to navigate the evolving landscape [13]

新年伊始，河南神马锦纶科技有限公司卷绕车间内机器轰鸣，订单已排至2月底，洋溢着实干热潮。 如今平顶山尼龙产业已从单一工业导向，迈向工业、民用双轮驱动新格局，河南神马锦纶科技有限公司正是 民用丝产业链上的关键企业。其锦纶项目实现两项"零的突破"：填补了平顶山民用锦纶丝生产空白，也补齐 了河南省该领域产业短板。 在锦纶公司生产车间，记者见到10余种型号的锦纶纱线。叶冰指着"20D"锦纶纱线介绍，"20D"即9000米长的 丝线仅重20克，数值越小代表纱线越细，轻盈、通透、亲肤等特性越突出。目前，该公司已具备6D至100D全 图为尼龙城夜景。 平顶山市委宣传部供图 这家公司的产品是民用锦纶丝。生产厂长叶冰告诉记者，一块重约6公斤的丝饼由单丝卷绕制而成，长度超 270万米，其韧性、强度、均匀度等核心指标均表现优异突出。 锦纶是尼龙的中国化称谓，凭借耐磨、透气、亲肤的优良性能，成为高档舒适服装面料的核心原料。 洁白纤细的锦纶丝，与乌黑的煤炭看似毫无关联，但若回望平顶山产业变迁史，便能清晰感知二者千丝万缕 的紧密联系。 平顶山因煤而生、因煤而兴，却也因一"煤"独大，陷入产业结构偏粗、偏重的发展困境。转型之路何在？答 案藏 ...

Core Insights - The article highlights the development of a comprehensive drone manufacturing ecosystem in Anyang, showcasing a "one-stop manufacturing" process that includes component production, core engine manufacturing, complete assembly, flight control system integration, and flight services [1][2] Group 1: Industry Development - Anyang's drone industry park exemplifies the city's commitment to low-altitude economic growth, with daily operations reflecting a vibrant manufacturing environment [1] - The park has established a mature industrial chain that encompasses component manufacturing, complete machine production, flight services, quality inspection, and aerial operations [2] - The city has attracted over 200 low-altitude economy enterprises, with 102 projects initiated in the past year, including 15 specialized and innovative companies [4] Group 2: Technological Innovation - The Blue Sky Laboratory serves as a core engine for innovation, focusing on collaborative industry models and providing comprehensive support in terms of policies, funding, and infrastructure [2][4] - Research teams at the laboratory are working on advanced topics such as intelligent control and low-altitude communication, with multiple results already in the transformation phase [4] - The laboratory has contributed to the establishment of 14 national standards and has facilitated the authorization of 240 patents for enterprises [4] Group 3: Future Outlook - Anyang plans to continue leveraging the Blue Sky Laboratory to create an innovative model that integrates research, production, testing, and market application [5] - The city aims to develop a comprehensive regulatory service platform for low-altitude flight and unify operational standards to provide a replicable model for national low-altitude economic development [5]

Core Insights - The article highlights the transformation of Hebi, a traditional resource-based city, into a hub for satellite manufacturing and space exploration, showcasing its ambition to connect with the cosmos [1][2]. Group 1: Development of the Aerospace Industry - The Hebi Aerospace Hub is set to begin construction in 2024, focusing on establishing a comprehensive aerospace measurement and control system, including a command center and data exchange center [1]. - The hub aims to create a global dynamic observation network, enhancing the ability to perceive aerospace information in all weather conditions and processing vast amounts of remote sensing data [1][2]. Group 2: Satellite Manufacturing Initiatives - The "Nüwa Constellation" project, initiated by Aerospace Hongtu in 2020, plans to launch 114 satellites to improve real-time satellite data acquisition capabilities, with 13 satellites already in orbit [2]. - The Tianzhang Satellite Manufacturing Base, set to be operational in 2024, will have the capacity to produce 100 satellites under 500 kg annually, marking a significant advancement in the high-end manufacturing segment of the commercial aerospace industry [2][4]. Group 3: Rocket Manufacturing Capabilities - The Aerospace Rocket Assembly and Manufacturing Base, launched in November 2022, is capable of producing 20 medium-sized launch vehicles annually, representing a breakthrough for Henan Province in the commercial rocket assembly and testing sector [4]. - The establishment of this base is expected to stimulate collaborative development across the aerospace supply chain [4]. Group 4: Industry Ecosystem Growth - Over the past five years, Hebi has attracted more than 40 companies in the aerospace industry, covering satellite manufacturing, rocket support, and data application services, thus forming a relatively complete industrial ecosystem [4].

Core Viewpoint - The nylon new materials industry is becoming a significant engine for high-quality development in Pingdingshan, with a focus on transforming from a coal-dominated economy to a diversified industrial base [2][3]. Group 1: Industry Development - Pingdingshan is leveraging its rich coal and salt resources to extend its industrial focus from coal chemical to nylon chemical, aiming to establish a world-class trillion-level nylon new materials industry base [2]. - The city has over 200 enterprises and projects in the nylon new materials sector, with production capacity exceeding 4 million tons [3]. - The carbon-based nylon chemical industry chain in Pingdingshan is now the most complete globally, covering upstream coal mining to downstream textile and dyeing industries [3]. Group 2: Company Highlights - Henan Shennong Nylon Technology Co., Ltd. is a key player in the civil nylon silk industry, filling a production gap in Pingdingshan and addressing a shortfall in Henan Province [3]. - The company has developed over 10 types of nylon yarn, with capabilities ranging from 6D to 100D, showcasing lightweight and breathable characteristics [4]. - The company’s high-performance nylon silk was used in sportswear for the 2022 Beijing Winter Olympics, demonstrating the quality of local nylon products [4]. Group 3: Technological Advancements - Pingdingshan's nylon industry is advancing through technology innovation, with the successful launch of a domestic 100,000 tons/year production facility for nylon 66, reducing reliance on imports [4]. - The integration of industry, innovation, and talent is being emphasized to enhance the competitiveness of the nylon sector [4]. - Future plans include investments exceeding 80 billion yuan in key nylon new materials projects over the next five years to further scale the industry [4].