⊙记者 王炯业 施浩 郎振

⊙ reporter WangJiong industry ShiHao LangZhen

　　○编辑 邱江 孙放

QiuJiang SunFang ○ editor

　　昨日，科技部印发《新型显示科技发展“十二五”专项规划》和《高性能膜材料科技发展“十二五”专项规划》。二级市场上，相关概念上市公司“闻讯”纷纷大涨。

yesterday,Issued by the ministry of science and technology[New display the development of science and technology"1025"Special planning]and[High performance membrane material science and technology development"1025"Special planning].The secondary market,Relevant concepts listed companies"hears"In succession of.

　　高性能膜产业获重点支持 High performance film industry was key support

　　《高性能膜材料科技发展“十二五”专项规划》提出，“十二五”期间，将实现我国膜领域科技发展“三个提升、一个完善”的总体目标。即提升自主创新能力、提升产业竞争力、以及提升在资源节约、环境友好型社会建设中的贡献度，并将完善创新体系建设。预期到2015年，高性能膜产业将达到千亿元规模。在上述目标的推动下，《规划》提出了基础研究、产业化关键技术研究、集成应用示范，以及创新平台建设四个方面的重点任务。

[High performance membrane material science and technology development"1025"Special planning]Put forward,"1025"period,Will realize our country's film field science and technology development"Three ascension/A perfect"The overall objective of.Namely improve the ability of independent innovation/Upgrade of industrial competitiveness/And ascension in the conservation of resources/In the construction of environmentally friendly society contribution,And will improve the construction of innovation system.Expected to 2015,High performance film industry will reach one hundred billion yuan scale.In the above goal driven,[planning]Puts forward the basic research/Industrialization key technology research/Integrated application demonstration,And innovation platform construction four key task.

　　据介绍，高性能膜材料是新型高效分离技术的核心材料，已经成为解决水资源、能源、环境等领域重大问题的共性技术之一。近年来，高性能膜行业在全球范围内受到高度重视，多国政府制定了相应的研究开发计划，促进膜材料技术和产业的发展。目前，全球高性能膜材料正向高性能、低成本及绿色化方向发展，膜技术对节能减排、产业结构升级、保障饮水安全，以及减少环境污染的作用显著增强。

According to introducing,High performance membrane material is a new type of efficient separation technology core material,Has become a deal with the water/energy/Environment and other areas major issues of common technology.In recent years,High performance film industry in the global scope attached much importance,Multinational government has formulated the corresponding research and development plan,Promote membrane materials technology and industry development.At present,The global high performance membrane material forward high performance/Low cost and greening development direction,Membrane technology for energy conservation and emissions reduction/The upgrading of the industrial structure/Ensure drinking water safety,To reduce the environmental pollution and the effect of enhanced significantly.

　　从二级市场相关个股昨日的表现来看，《规划》提及将作为关键产业化技术研究的海水淡化薄膜以及电池薄膜类概念反应最为强烈。其中，在光学膜、锂电池隔膜等多个高性能膜领域均有布局的佛塑科技(000973,股吧)封于涨停，而一度冲高接近涨停的津膜科技(300334,股吧)也因其在水净化膜材料领域的多年耕耘而被市场看好。

From the secondary market related stocks yesterday's performance to see,[planning]Mention will serve as the key technology research and industrialization of desalination film and cell membrane kind of concept the strongest reaction.the,In optical film/Lithium battery diaphragm, and other high performance film field have the layout of the Buddha plastic technology(000973,guba)Seal to harden,And once rushed high close to harden the tianjin membrane technology(300334,guba)Also because the water purification membrane materials for many years in the field of work and is valued by the market.

　　在水资源领域，《规划》提出将重点突破海水淡化用高性能反渗透膜、水质净化用纳滤膜和废水处理用膜生物反应器专用膜材料的规模化制备技术，以解决制约我国国民经济可持续发展的水资源短缺和饮用水安全问题，包括高性能反渗透膜材料、高通量纳滤膜材料以及膜生物反应器（MBR）专用膜材料。

In the field of water resources,[planning]Put forward the key breakthrough seawater desalination with high performance reverse osmosis membrane/Water purification with nanofiltration membrane and wastewater treatment by membrane bioreactor special membrane materials large-scale preparation technology,In order to solve restricts the sustainable development of national economy in China water resources shortage and drinking water security problems,Including high performance reverse osmosis membrane materials/High flux nanofiltration membrane material and membrane biological reactor(MBR)Special membrane materials.

　　根据津膜科技披露的2012年半年度报告，上半年公司正在加快复合热致相分离法高性能PVDF中空纤维膜及海水淡化成套装备的研究开发，并进一步扩大公司技术优势，丰富产品结构，强化公司产品MBR应用领域的竞争优势，同时，推进膜法海水淡化预处理膜组件和装备的国产化。

According to tianjin membrane technology disclosure 2012 semi-annual report,In the first half of the company is to speed up the composite thermal induced phase separation method of high performance PVDF hollow fiber membrane and seawater desalination equipment research and development,And further expand the company technical advantage,Rich product structure,Strengthen the company product MBR application field competitive advantage,At the same time,Promote membrane method sea water desalination pretreatment membrane module and equipment localization.

　　值得一提的是，《规划》还提出将“着力培育龙头企业，力争上市公司达到十家以上；布局若干膜产业集聚区，推动集群创新。”记者从相关渠道了解到，高性能膜产业群的建设将会围绕现有的重点公司来布局，津膜科技有望凭借目前的行业地位成为天津产业群的代表。

Be worth what carry is,[planning]Also put forward the"Strive to cultivate leading enterprises,Strive for the listed company to achieve more than ten;Layout several film industry gathering area,Promote cluster innovation."Reporters learned from the related channels,The construction of the high performance film industry group will be around the existing key company to layout,Tianjin membrane technology is expected to with the current industry status be representative of the tianjin industrial clusters.

　　激光和3D显示“金”机闪现 Laser and 3 d display"gold"Machine flash

　　《新型显示科技发展“十二五”专项规划》提出，到2015年，将实现显示产业链新增产值超过5000亿元；以企业为主体，建立高效的技术创新体系，建设若干产业化示范基地和技术研发平台，形成一批新型显示产品的核心专利及国家和行业标准，培养若干主导方向的领军人才和创新团队。

[New display the development of science and technology"1025"Special planning]Put forward,By 2015,Will achieve new display industry chain output value more than 500 billion yuan;With enterprise as the main body,To build highly efficient technology innovation system,Some construction industrialization demonstration base and technology research and development platform,Form a group of new shows that the core of the product patent and national and industry standards,Cultivate a number of leading the direction of leading talents and innovative team.

　　该规划指出，将重点发展激光显示和3D显示的共性关键技术等，最终全面掌握激光显示、3D显示有源有机发光显示、有源电子纸显示和场发射显示等关键技术，促进移动互联网终端显示产业发展，培育一批液晶显示和等离子体显示龙头企业和产业集群。

The plan is pointed out that,Will focus on the development of laser display and 3 d display the common key technology, etc,Finally a comprehensive grasp of laser display/3 d display active organic light emitting display/Active electronic paper display and field emission display, and other key technology,Promote mobile Internet terminal display industry development,Foster a batch of liquid crystal display (LCD) and plasma display leading enterprises and industrial cluster.

　　从资本市场看，规划中提及的激光与3D显示技术的概念公司最为投资者热捧。其中，由于在中小尺寸3D显示技术研发方面已有较长时间的投入，深天马A早盘一度冲高大涨7.75%，最终报收于8.75元，上涨7.63%；福晶科技(002222,股吧)、大族激光(002008,股吧)也均有所表现，其在激光领域从事研发多年。

See from the capital market,Planning mentioned laser and 3 d display technology concept company most investors hold heat.the,Due to the small and medium size in 3 d display technology development for a long time input,Deep tianma A early plate once rushed high rose 7.75%,Finally at at 8.75 yuan,Rose 7.63%;F crystal science and technology(002222,guba)/Neither laser(002008,guba)Are also showed,The laser field for many years engaged in research and development.

　　从全球来看，显示技术现处于多种技术路线并存、产业发展迅速的黄金阶段，阴极射线管显示已基本退出历史舞台，激光与3D显示将是未来主流的显示技术。在我国，激光显示是最有可能领先国际水平的显示技术，3D显示则是最有生命力且终将成为显示技术共性平台的下一代显示技术。

globally,Display technology is now in a variety of technical route coexist/Industry has developed rapidly's golden age,CRT display has basic exit historical stage,Laser and 3 d display will be the future mainstream display technology.In our country,Laser display is most likely to lead the international level of display technology,3 d display is the most vitality and will be display technology common platform of the next generation display technology.

　　在此背景下，规划指出，我国显示产业转型升级需求迫切，将以点带面，通过产业化示范带动新型显示技术推广应用等。

In this context,Planning pointed out that,Our country display industrial transformation and upgrading of the urgent demand,Will point to an area,Through the industrialization demonstration drive the new display technology popularization and application, etc.

　　需要关注的是，昨日科技部网站同时还公布，北京中视中科光电技术有限公司承担的新一代激光显示技术工程化开发重点项目“1万流明级激光投影机产业化关键技术”顺利通过技术验收。该课题实现了19台套1万流明以上激光影院和工程投影机销售，并形成年产百台的生产能力。

Concern is,Ministry of science and technology web site also announced yesterday,Fail to Beijing zhongke photoelectric technology co., LTD assumed a new generation of laser display technology engineering development key project"1 WanLiuMing level laser projector industrialization key technology"Smoothly through the technology acceptance.This project realizes the 19 sets 1 WanLiuMing above laser cinema and engineering projector sales,Formation and annual output of one hundred sets of production capacity.

　　据查，上市公司迪威视讯(300167,股吧)与中视中科合资成立的中视迪威正是该项目的实施主体。迪威视讯此前一直专注于专网视屏通讯，属于显示产业的激光投影机则是公司未来将要推动的新产品。

According to check,The listed company WeiShi di)(300167,guba)And CTV zhongke joint venture established di wei is fail the project implementing subject.Dean WeiShi - had been focused on private network monitor communications,Belong to display industry laser projector is the future will promote the new product.