2 1 Shi Ji Jing Ji Bao Dao

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甘李药业签订不低于30亿元甘精胰岛素相关供应框架协议丨公告精选
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 13:37
Group 1: Company Announcements - Ganli Pharmaceutical signed a technology transfer and supply agreement with FZ and BIOMM, with a total supply framework agreement amount expected to be no less than 3 billion RMB [1] - Upwind New Materials completed the transfer of 121 million shares, changing its controlling shareholder to Zhiyuan Hengyue, associated with Zhiyuan Robotics [2] - Poly Developments plans to publicly issue corporate bonds not exceeding 15 billion RMB for various purposes including debt repayment and project construction [3] Group 2: Shareholder Actions - Lenovo Holdings reduced its stake in Lakala by 8.0781 million shares, decreasing its ownership from 25.00% to 23.97% [4] - Fenghuo Communication plans to repurchase shares with a budget between 75 million and 150 million RMB, with a maximum repurchase price of 40.53 RMB per share [5] - Hualing Cable intends to acquire control of San Bamboo Intelligent for no more than 270 million RMB to enhance its capabilities in robotics and high-frequency transmission [6] Group 3: Market Developments - Guiguang Network clarified that rumors regarding major collaborations with Huawei Cloud and restructuring with state-owned enterprises are untrue [7] - Dongshan Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [8] - Wolong Nuclear Materials' subsidiary plans to invest up to 1 billion RMB in a new materials project in Suzhou [9] Group 4: Other Corporate Activities - Chao Xun Communication's management completed their share reduction plan, with specific shares sold by board members [10] - Various companies are involved in significant project bids and collaborations, including China Electric Research and others [15]
余额宝12年来首次降费,即日生效
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 13:27
(原标题:余额宝12年来首次降费,即日生效) 公开资料显示,天弘余额宝的前身天弘增利宝在2013年5月成立,2015年更名为天弘余额宝。而早在成 立之初,该基金的托管年费率即为0.08%;管理年费率和销售服务年费率也分别为0.3%、0.25%。这也 意味着,此次降费,是该基金成立12年以来首次降费。 9月23日,天弘基金公告表示,天弘余额宝货币市场基金托管费将由0.08%年费率调低至0.07%年费率, 自9月23日起生效。 ...
“校招天团”来袭,深圳名企携前沿领域岗位赴上海交大招才
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 13:27
9月23日,"百万英才汇南粤"2025年N城联动秋季招聘活动在北京、上海同步启动。上海启动式暨上 海、山东地区首场招聘活动在上海交通大学举行。 (作者:孙燕 编辑:卜羽勤,视频编辑,胡凯文) 本次参与招聘的企业可谓"校招天团",集结了以华为、腾讯、比亚迪(002594)等为代表的世界500强 企业,以招商集团、华润、荣耀为代表的国有企业,以中兴通讯、立讯精密(002475)、云天励飞为代 表的上市公司,以拓竹科技、研一新材、鲲云信息为代表的专精特新"小巨人"企业等。 此次上海交通大学专场招聘活动中,汇集了深圳、河源、汕尾等地一大批优质用人单位、百万年薪就业 岗位,参聘企业单位226家,提供岗位1.59万个。 ...
深圳平湖实验室万玉喜:广揽英才助力深圳打造中国半导体第三极
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 13:27
视频编辑:张迎,实习生孙筠雅 9月23日,"百万英才汇南粤"2025年N城联动秋季招聘活动在北京、上海同步启动。上海启动式暨上 海、山东地区首场招聘活动在上海交通大学举行。 (作者:孙燕编辑:卜羽勤,视频编辑,张迎,实习生孙筠雅) 国家第三代半导体技术创新中心深圳综合平台主任、深圳平湖实验室主任万玉喜告诉21世纪经济报道记 者,该平台围绕碳化硅(SiC)、氮化镓(GaN)、下一代先进功率电子材料及器件、核心装备及零部件、配 套材料等领域,开展核心技术攻关。今年计划招聘30位应届毕业生,包括器件研发工程师、工艺工程师 等。 万玉喜表示,中国在建设功率半导体的第三极,就在大湾区。"上海、北京以集成电路为方向,国内还 没有以功率半导体为方向的高地。深圳贴近客户,在发展功率半导体方面有优势。" ...
前三季度港股IPO集资额升228% 1823亿居全球集资首位
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:53
Core Viewpoint - The Hong Kong IPO market has experienced unprecedented subscription enthusiasm in 2023, with record oversubscription rates and significant increases in both the number of new listings and total fundraising amounts compared to the previous year [1][2]. Group 1: IPO Market Performance - In the first three quarters of 2023, Hong Kong is expected to see 66 new listings, raising a total of HKD 182.3 billion, a 47% increase in the number of new listings and a 228% increase in fundraising compared to the same period last year [1]. - The average first-day return for new IPOs in Hong Kong was 33% in the first half of 2023, significantly higher than the 9% recorded in the same period last year [4]. - The top five new IPOs in 2023 were all large-scale projects raising over HKD 10 billion, with total fundraising for these top five increasing by 135% year-on-year to HKD 98.7 billion [5]. Group 2: Market Dynamics and Trends - The Hong Kong IPO market is benefiting from dual support from policies and capital, with measures from the China Securities Regulatory Commission encouraging leading enterprises to list in Hong Kong [2]. - The average daily trading volume in the Hong Kong stock market has remained above HKD 200 billion, contributing to an overall increase in company valuations [2]. - The financing amounts in the Hong Kong IPO market are diversified across various sectors, with manufacturing leading at 37%, followed by consumer and energy/resource sectors at 20% and 16%, respectively [6]. Group 3: Future Outlook - Deloitte forecasts that the strong momentum in the Hong Kong IPO market will continue into the fourth quarter of 2023, with over 80 new listings expected in 2025, raising between HKD 250 billion and HKD 280 billion [1]. - The Hong Kong government is exploring ways to optimize the "same share, different rights" listing rules to attract more overseas companies for secondary listings [3]. - The market is expected to see continued inflow of overseas capital, particularly as the Federal Reserve enters a rate-cutting cycle, which will support large IPOs in Hong Kong [1][2].
新思科技总裁盖思新:AI智能体正重塑芯片设计范式
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:48
Core Viewpoint - The global EDA giant Synopsys is undergoing a strategic transformation amidst the AI wave and the complexities of the chip industry, focusing on the integration of AI and chip design [1][2]. Group 1: Company History and Market Development - Synopsys entered the Chinese market over 30 years ago, initially promoting EDA tools in academia, and has since grown alongside China's chip industry [1]. - The company made significant investments in China, including a donation of over one million USD worth of Design Compiler software to Tsinghua University in 1995 [1]. Group 2: Strategic Transformation - Synopsys has transitioned from a focus on "chips" to "systems" with the acquisition of Ansys, aiming to lead in the new wave of intelligent systems [2]. - The CEO emphasized that the integration of chip and system capabilities is essential to meet the demands of complex intelligent systems like robotics and autonomous vehicles [2]. Group 3: Technological Breakthroughs - Key areas of technological advancement include system-level design, chip design upgrades, and AI agents, which are reshaping chip engineering design paradigms [4]. - System-level design integrates various domains such as electrical, thermal, and mechanical insights to provide optimized solutions for intelligent systems [4]. - Chip technology upgrades involve combining EDA solutions with multi-physics analysis to address challenges in advanced processes, thereby accelerating chip development cycles [4]. Group 4: AI Integration and Future Vision - Synopsys is pioneering the use of AI as a core capability in modern chip design, developing a framework for intelligent systems that evolve from basic capabilities to advanced decision-making [5]. - The company collaborates with the industry to create differentiated intelligent systems that enhance developer productivity and innovation while addressing talent shortages [5]. - The future of engineering is envisioned as a collaborative effort between humans and intelligent agents, leading to faster, more precise, and higher-quality designs [5]. Group 5: Industry Trends - The shift towards digital twins is fundamentally transforming engineering innovation, with AI-driven systems expected to achieve self-optimization [6]. - The aerospace sector exemplifies the impact of digital twin technology, which can significantly enhance safety and reduce costs in a long-term investment environment [6]. - Semiconductor companies like Synopsys are exploring new solutions through AI and systems thinking to address the complexities and talent gaps in global chip design [7].
签约45个项目总投资超90亿,浙江余杭经开区智能制造“破局”
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:42
Group 1 - In 2023, Yuhang Economic Development Zone signed 45 projects with a total investment exceeding 9 billion yuan [1][2] - The zone is home to key enterprises such as Xynova Future, which launched the world's first fully self-developed high-freedom tendon-driven dexterous hand [1] - The area has attracted over 300 key industrial projects since 2019, including notable companies like Geely and Kallai Technology, and has nurtured 381 national high-tech enterprises [2] Group 2 - The industrial output value of Yuhang Economic Development Zone is projected to grow by 4.5% in 2024, with a new product output rate of 45.5%, ranking among the top in Hangzhou [3] - From 2019 to 2024, the industrial output value increased from 12.792 billion yuan to 20.776 billion yuan, with an average annual growth rate of 10.2% [3] - Fixed asset investment rose from 1.309 billion yuan to 6.003 billion yuan during the same period, achieving an average annual growth rate of 35.6% [3]
8天4板,电机龙头布局机器人引爆股价
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:36
Group 1 - The core viewpoint of the article highlights the recent surge in the stock price of Dayang Electric (002249.SZ), which has seen a limit-up increase for four out of the last eight trading days, closing at 11.69 yuan per share with a market capitalization of 28.6 billion yuan [1] - Dayang Electric has officially submitted its prospectus to the Hong Kong Stock Exchange, aiming to list there, with Citigroup and Huatai International as joint sponsors [3] - The company is a supplier of motors and electric drive systems, with products spanning household appliances, starters, generators, and key components for new energy vehicle powertrains. A successful listing in Hong Kong would create a dual capital market layout for Dayang Electric [4] Group 2 - Over the past three years, Dayang Electric has experienced continuous revenue growth and a doubling of profits, with projected revenues of 10.93 billion yuan, 11.29 billion yuan, and 12.11 billion yuan for 2022-2024, and net profits of 422.5 million yuan, 675 million yuan, and 912 million yuan respectively. In the first half of 2025, the company achieved revenue of 6.24 billion yuan, a year-on-year increase of 7.66%, and a net profit of 602 million yuan, up 34.41% year-on-year [6] - The company's overseas revenue proportion has been steadily increasing, rising from 45.5% in 2023 to 47.7% in the first half of 2025, with overseas business gross margins higher than domestic ones [6] Group 3 - Dayang Electric has been actively expanding into the robotics sector, collaborating with Tongji University to establish a research center focused on advanced robotic actuation technologies, achieving breakthroughs in motor lightweighting and dexterous hand technology [8] - The company has also made strategic investments in leading intelligent robotics firms, such as Mech-Mind, which focuses on "AI+3D" vision, and is working on the industrialization of key robotic module products [8] - Recent interest in the robotics sector has led to significant capital inflows into Dayang Electric, with a net inflow of 469 million yuan recorded on September 22, the highest since August 18, 2021 [8]
前三季港股IPO集资额猛增228%,或居全球首位
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:19
Group 1 - The Hong Kong IPO market has seen unprecedented subscription enthusiasm this year, with record oversubscription rates, including a leading 7558 times for a major IPO [1] - Deloitte's report indicates that Hong Kong is expected to maintain its position as the top global fundraising venue, with 66 new listings and a total fundraising amount of HKD 182.3 billion in the first three quarters of this year, representing a 228% increase from HKD 55.6 billion in the same period last year [1][4] - The report forecasts that over 80 new listings will occur in Hong Kong in 2025, with total fundraising expected to be between HKD 250 billion and HKD 280 billion [1] Group 2 - Six large IPOs are anticipated in the first three quarters of this year, including five A+H shares and one spin-off project, alongside four other large IPOs [4] - The China Securities Regulatory Commission has introduced measures to support leading domestic companies in listing in Hong Kong, which, along with simplified approval processes, is expected to drive strong momentum in the Hong Kong IPO market [4][5] - The average first-day return for new IPOs in Hong Kong this year is 33%, significantly higher than 9% in the same period last year, indicating improved market sentiment [7] Group 3 - The top five new IPOs in Hong Kong this year have all raised over HKD 10 billion, contrasting with only one such instance in the same period last year, leading to a 135% increase in total fundraising to HKD 98.7 billion [8] - The manufacturing sector has the highest fundraising share at 37%, followed by the consumer sector at 20% and the energy and resources sector at 16% [10] - The diverse industry distribution of the current IPO market reflects a mature and balanced market ecosystem, enhancing its attractiveness to foreign capital [11]
“双节”期间,成品油价维持低位
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 12:17
9月23日,国家发展改革委官网发布消息,国内成品油价格按机制不作调整。 据统计,今年国内成品油零售价格已经经历19轮调整周期,其中6次上调,6次搁浅,7次下调。国内 汽、柴油价格每吨较去年底分别下跌405元/吨和390元/吨。 卓创资讯成品油分析师曹莹莹认为,本计价周期内,国际原油基本面受多空因素交织影响,前期受俄乌 和中东局势升级影响,市场担忧石油整体供应,且在宏观宽松的背景下,原油价格偏强运行为主,后期 随着地缘扰动对市场的影响减弱,而市场对石油累库的预期不变,在供应增加和需求弱化的背景下,原 油价格连续多日延续偏弱行情。 21世纪经济报道记者费心懿 金联创成品油分析师马建彩指出,国内批发市场来看,周期内国际油价走势先涨后跌,搁浅预期作用市 场,消息面支撑有限。步入月度中旬主营单位多侧重走量,但受"金九"气氛烘托市场跌价意向不高,主 营单位报价波动幅度有限,但实际成交灵活影响,市场限时促销走量活动频繁,市场成交重心下移,山 东地炼价格多随原油走势灵活小幅调整,下游适度入市补货,低价市场出货进度好转,购销气氛整体提 升有限。 国内成品油零售价格迎来年内第六次搁浅,而本轮成品油价将持续到国庆、中秋"双节"之后 ...