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机构调研丨苹果概念+AI算力+具身智能这家公司深度布局下一代封装基材大客户折叠机项目已大批量交付_我的网站

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A farmer dries freshly harvested loofah sponges in Fulong township, Jiujiang, East China's Jiangxi Province. File photo: VCG
Chinese plush toys, new-energy vehicles and robots often grab global headlines. Beyond the spotlight, however, many unassuming Chinese exports are quietly making great gains in markets around the world.
Recently, 14,040 specific pathogen free (SPF) eggs, also known as "diamond eggs" and prized as a critical raw material for vaccine research, took off from Beijing Daxing International Airport and landed in Riyadh, Saudi Arabia.
In the first half of 2026 alone, exports of Beijing-produced SPF eggs topped 400,000 units, soaring 254 percent year-on-year. Their export value exceeded 3.8 million yuan ($563,364), up 166 percent year-on-year. Both figures already surpassed the full-year total for 2025, according to statistics from the Beijing customs.
"Diamond eggs" are not alone. Many processed farm goods from various regions across China, ranging from loofahs to new corn-based synthetic fibers to "icy persimmons," are reaching consumers in many countries and regions around the world, with rising export volumes.
Behind the headline numbers lies a quiet change: China is no longer content to ship out raw apples, live fish, or unprocessed grain. It is climbing the value chain - turning farmyard staples into high-value, shelf-ready products for markets around the world, Zhu Qiucheng, CEO of Ningbo New Oriental Electric Industrial Development, told the Global Times.
New e-commerce stars
In Shangcheng County, Central China's Henan Province, the loofahs once lived a quiet life next to the stove - serving as kitchen scrubbers. Today they are a cross-border e-commerce star.
"We have built processing factories, design teams and unified procurement systems that link agricultural cooperatives and farmers across dozens of villages, turning sponge gourds - a traditional side crop - into a scalable, export-oriented industry," a sales manager at Yuangeng Longshang, a local producer and exporter of sponge gourd-related products, told the Global Times.
Processors in Shangcheng have developed more than 60 loofah product lines - ranging from bath sponges and kitchen scrubbers to pet toys and cultural-creative items - and sell them via Amazon, AliExpress, Temu and other platforms to more than 50 countries and regions, according to media reports.
In the first half of 2026, Shangcheng's e-commerce transaction volume of loofah-made products exceeded 30 million yuan, up 35 percent year-on-year. At present, the annual comprehensive output value of the loofah industry in the county has exceeded 100 million yuan.
Apart from sponge gourds, corn has also found a new way to become cloth.
"Unlike traditional synthetic fibers made from petroleum, the core ingredient of our flagship Sorona-based series comes from corn," Hong Boqi, general manager of Chuanyue New Material Co, a domestic cloth supplier, told the Global Times.
The process of making Sorona starts by fermenting corn sugars to extract Bio-PDO (a bio-based chemical building block, essentially a plant-derived version of the molecule used in certain plastics). This is then polymerized and spun into yarn and finished fabric.
The company has independently developed more than 300 Sorona fabric varieties, said Hong.
The firm is also exploring seaweed. Working with a domestic biotech partner, it created an "ice algae mud" functional fabric. Natural seaweed is finely ground and combined with a composite powder made from nephrite, then processed through a specialized spinning method. The finished textile is designed for recycling, reinforcing its green credentials.
Behind these advances lie years of patient research and development. Chuanyue invests about 4 million yuan annually in early-stage material development, covering the full journey from lab innovation to finished fabric, said Hong.
Innovative ways
Apart from being processed into industrial products, Chinese fresh fruits and vegetables are also processed in innovative ways to reach global consumers.
For example, Hainan Nicepal Industry Co is not simply selling fresh fruit. Instead, it uses advanced spray-drying technology to turn fresh fruits into fruit powders, concentrated juices, and not-from-concentrate (NFC) purees.
Pan Fengying, deputy general manager of the Hainan-based company, said that the company's output value reached 600 million yuan last year, and this year's target is 1.2 to 1.5 billion yuan, according to local media.
And in Yi County, North China's Hebei Province, fresh fruit that once spoiled quickly or fetched rock-bottom seasonal prices is now processed into "icy persimmons," which made exports easier.
In April 2026, the first batch of 15,000 persimmons was sent to Toronto, Canada. In the first half of this year, the sales volume of the ice-ripened persimmons in the county increased eightfold compared to the previous year; the annual production is expected to be 20 times that of last year, local authorities said.
Through controlled processes of de-astringency, sugaring and rapid freezing, the fruit develops a creamy, ice-cream-like texture while retaining its natural sweetness. Local authorities built a shared industrial park complete with standardized workshops, fully automatic production lines and large-scale intelligent cold storage, allowing micro- and small-sized firms to "move in without having to prepare for everything."
The China Agricultural Sector Development Report 2026, released in June, projected a pivot toward higher-value agricultural exports from 2026 to 2030. Categories such as processed fruits and nuts, frozen fruits, fish fillets and frozen vegetables are flagged for strong growth potential.
The message is clear: volume still matters, but value and differentiation matter more.
How did the "sudden" upgrade of the agricultural sector happen? Analysts pointed to two major reasons: pursuit of high-quality development and resilient supply chains.
China has emphasized high-quality development, guiding enterprises to focus more on quality over quantity. This has led to deep processing, brand building and new quality productive forces in the agriculture sector, said Zhu.
Zhu also noted that the speed and completeness of China's resilient supply chains are powering the transformation. Every link - from raw materials to finished goods, including processing, packaging, and logistics - is tightly connected.
。　　8月25日，多家上市公司发布投资者关系活动记录表公告，披露各自与机构之间的业务交流内容，其中透露出公司业务布局的诸多进展与亮点。 K图 300433_0

　　蓝思科技：Q2经营拐点显现大客户折叠机项目已处于大批量交付阶段　　蓝思科技近日通过电话会议接受近两百家机构调研。　　在交流中，蓝思科技透露，在大客户今年的折叠机项目上，公司供应UTG玻璃、CPI膜、UTG玻璃支撑板、3D玻璃盖板等，已于二季度末开始出货交付，目前已处于大批量交付阶段。　　“相关产品加工难度大，附加值高，公司份额也高，为公司带来显著的业务增量。”蓝思科技称，展望明年，大客户折叠屏全面放量，公司长期深度研发的钛框和3D打印、3D玻璃在高端机型全面采用，为公司未来几年提供显著业绩贡献。　　关于AI算力侧业务进展，蓝思科技表示，新一代AI服务器结构件和液冷模组已经做好扩产准备，即将量产爬坡；存储领域固态硬盘和HDD玻璃硬盘实现出货量产；光纤业务积极布局，特别是围绕TGV的战略合作，成为公司迈入先进封装领域的关键一步。

B | “公司TGV玻璃通孔技术取得重大进展。已会同北美及韩国芯片头部客户联合开发及验证玻璃芯载板，验证进展顺利，并同步推进建设3万平方米TGV玻璃基板专用厂房。”　　公司还介绍称，具身智能业务保持高速增长，累计出货量位居行业前列，灵巧手、关节模组及整机组装领域布局逐步进入收获期，全面推进机器人产能落地与量产交付工作，预计下半年会实现更大幅度的增长。AI眼镜已实现核心卡位，形成光学镜片到整机组装全栈能力，上半年整机组装快速放量。　　研发方面，蓝思科技表示，公司的研发投入主要用于配合客户的新品研发与打样验证。除了大客户9月份马上要发布的折叠机以及明年的产品外观创新，公司也在配合很多客户新的研发需求，包括TGV玻璃基板、空芯光纤及光通信模组、金刚石导热片、航天级UTG等。　　蓝思科技特别指出，相关研发项目均是有客户实质性项目对接，如果项目进展顺利，将在下半年到明年实现规模收入放量。　　资料显示，蓝思科技是全球领先的精密玻璃加工企业，正从消费电子向AI算力、人形机器人、AI眼镜延伸构建第二增长曲线。

C | 　　今年上半年，公司归母净利润5.77亿元，同比下降49.52%，主要系人民币汇率升值产生-4.92亿元的汇兑损益。二季度拐点已显现，归母净利润7.26亿元，同比增长1.77%、环比扭亏为盈，整体毛利率提升至18.2%。　　公司在调研中直言，从下半年开始到明后年，消费电子主营业务将深度受益大客户创新周期带来的巨大业务增量和巨大业绩弹性，同时AI端侧和AI算力侧的布局也会开始在报表上体现业绩弹性。　　二级市场方面，蓝思科技今日微跌0.13%，月内涨幅达20.01%。

D | K图 000811_0 　　冰轮环境：北美数据中心建设景气高企已启动三地产能协同扩产　　冰轮环境近日接受南方基金、长江证券、富国基金、国寿安保基金等多家机构调研。　　在交流中，冰轮环境表示，公司上半年实现营业收入36.78亿元，同比增长17.96%，归母净利润3.11亿元，同比增长17.01%。若剔除0.61亿元汇兑损失后，归母净利润约3.70亿元，同比增长约40%。　　海外业务方面，子公司冰轮香港上半年营收16.70亿元增40%，净利润2.06亿元增27.16%。其中，数据中心冷机上半年确收约8亿元，同比增长43%，占整体营收比重提升至22%，已成为业绩主要增长动力。与此同时，北美数据中心建设景气度持续高企，有效支撑了公司相关产品的盈利水平。　　另据介绍，切入北美数据中心市场壁垒较高，主要来自UL/ETL认证、百年品牌及关税，顿汉布什具备北美本土法律主体身份，发展逾百年形成深厚壁垒。