2 1 Shi Ji Jing Ji Bao Dao
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上海技术交易所副总裁陆继军:电子信息稳居上技所技术成交额首位
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 07:09
"电子信息领域成交金额占全所技术交易金额的42%,稳居第一,凸显其在技术交易中的重要地位。"11 月14日,上海技术交易所(以下简称"上技所")副总裁陆继军在21世纪卓越董事会(苏州站)活动上表 示。 集成电路作为上海三大先导产业之一,是上技所重点布局的战略领域。截至2025年11月7日,上技所累 计成交电子信息领域项目2036项,成果服务数2878项,成交总金额337.46亿元。 从上技所开市以来的电子信息领域交易数据看,陆继军指出,上海、江苏、北京为最大转让省份,广 东、上海、江西为最大受让方省份。其中,上海累计对外输出94亿元,长三角就地转化近五成。 集成电路技术被认为是"交易最难"的技术之一。 推动技术产业化 陆继军指出,集成电路技术在交易时一般不是以单个专利的形式,而是以包含专利、软件著作权、商业 秘密、集成电路图、"技术诀窍(know-how)"、实验数据、工艺流程、配套软件等在内的技术包形 式。 权属清晰是交易前提,但排查和确认工作极其复杂:一项芯片产品可能涉及成千上万个专利。其中,专 利获得时间和交易时间点不同,可能出现权属变化,或是技术被宣告无效的情况发生。 集成电路技术交易往往还涉及大量商 ...
水产股集体爆发,国联水产20cm涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:48
Core Viewpoint - The aquatic sector in China's stock market has experienced a significant surge, with multiple key stocks hitting the daily limit up, indicating a strong recovery phase for the industry [1][2]. Industry Summary - The aquatic industry in China is entering a recovery cycle, with projections indicating a notable rebound by 2025, as prices for major aquatic products are expected to rise to historical highs [1]. - Specific price increases include grass carp reaching 14 yuan/kg, a 25% increase from the beginning of the year, and prices for specialty aquatic products like California bass and yellow catfish reaching 22.1 yuan/lb and 15.8 yuan/lb, respectively, both surpassing levels seen since 2021 [1]. Market Dynamics - The price recovery is attributed to the necessary digestion of stock from 2023 to 2024, following a period of overproduction [2]. - The development of marine ranching is highlighted as a crucial driver for sustainable growth in marine fisheries, with coastal provinces in China establishing national-level marine ranch demonstration zones [2]. - Innovations in the industry, such as "fishing +", "ecology +", "leisure +", and "new energy +", are yielding breakthroughs that contribute to both economic benefits and ecological protection [2]. Future Outlook - The marine economy is expected to continue developing, with significant growth potential in deep-sea aquaculture [2]. - Upstream feed companies are anticipated to expand their market presence, with leading feed enterprises likely to leverage technological, service, and seed advantages to capture market share [2].
存储芯片概念尾盘异动 朗科科技涨超10%
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:36
南方财经11月19日电,尾盘存储芯片概念局部异动,朗科科技涨超10%,德明利、同有科技、航宇微、 兆易创新、香农芯创等冲高。消息面上,继DRAM大幅涨价后,闪存(Flash)也全面涨价。据CFM闪存市 场最新报价,11月19日,Flash Wafer(闪存晶圆)价格全面上涨,最高涨幅38.46%。 ...
近十日“吸金”超5亿元,深市唯一百亿规模的证券ETF(159841)盘中获净申购近1000万份,机构:券商板块值得继续看好
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:36
11月19日,证券板块午后探底回升,中证全指证券公司指数截至发稿下跌0.18%,午后一度跌近0.5%。 证券ETF(159841)密切跟踪中证全指证券公司指数,该指数聚焦了A股的大市值证券龙头,而且既有 传统证券龙头,也有金融科技龙头。证券ETF(159841)同时配置场外证券ETF联接基金(A: 008590,C:008591)。 天弘基金认为,证保三季报整体业绩稳健,46家券商归母净利润合计699亿元,同比提升59%,环比提 升25%;经纪业务收入同比增长90.6%;受益于权益投资收益提升和承保利润改善,保险业绩超预期。 从近期行情来看,证保板块并非主要上涨板块,但过去1个月全市场证券ETF的份额仍在持续增长,可 以看到仍有不少资金对非银板块保持着较高的关注度。证券板块的业务与A股市场直接相关,包括经 纪、自营、投行业务等,都与A股市场的表现有直接联系,是典型的贝塔品种。今年以来,证券保险板 块表现平平,缺乏催化剂。但随着风险偏好上升,证券保险板块是一个弹性较强的板块,因此从盈亏比 角度,在符合自身风险承受能力的前提下,可以关注。 国泰海通证券认为,鉴于机构系统性增配权益资产以及中长期资金入市带来的财富效 ...
3秒速热、最高可达65℃?电加热衣安全吗?
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:26
3秒速热、最高可达65℃?电加热衣安全吗? (原标题:3秒速热、最高可达65℃?电加热衣安全吗?) ...
硅能源板块午后再度冲高 合盛硅业涨超7%
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:24
Group 1 - The silicon energy sector experienced a significant surge in the afternoon, with Morning Light Materials hitting the daily limit up [1] - Hoshine Silicon Industry rose over 7%, indicating strong market performance [1] - Other companies such as Dongyue Silicon Materials and Hongbai New Materials also saw increases, reflecting a positive trend in the sector [1]
从军旅到低空:泰中合吕晨的“类CVC”创业路
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:17
"别人看着认为跳跃非常大。其实不是。"谈起自己从职业军人到创投机构合伙人,再到eVTOL企业创始 人的身份转换,泰中合投资创始合伙人、易飞智造创始人吕晨说。 在"科学家遇见投资人"闭门研讨会西安交大专场结束后的企业走访行程中,21世纪经济报道记者来到吕 晨在西安的"新战场"——eVTOL整机企业易飞智造在西安的办公室。 军旅、投资与创业的三重经历,让他在这个新兴领域中,兼具战略视角与工程思维。 从军旅生涯到投资征程 吕晨本科毕业于国防科技大学、硕士毕业于北京理工大学,在空军及国家机关工作近20年。这段经历让 他对中国国防军工体系、航空航天产业链形成了完整的"认知地图"。 2015年,泰中合投资正式成立。在此前的媒体报道中,这家投资机构聚焦前沿竞争科技、深耕航空航天 装备+AI,在十年之中依托军工产业根基,构建了独特的"机、弹、箭、星、网"体系化投资布局。 谈及其对投资领域的选择,吕晨说,商业航天、低空经济与传统军工并非割裂的三条线,而是"技术同 源"的延展,"大部分团队和技术的本源都在军工体系里。" 二十年的军旅生涯为吕晨留下一张完整的航空航天体系知识图谱。当低空经济的产业大潮启幕,他决定 用一场躬亲入局作为 ...
工行三亚黄金仓库获批
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:16
Core Insights - ICBC is strategically expanding its gold storage business in response to market opportunities, having established two designated warehouses since 2025 after a period of no new additions since 2019 [2][3] - The bank plans to open a gold warehouse at Hong Kong International Airport, with preparations expected to be completed in the coming months [4][5] Group 1: Domestic Developments - ICBC has established a designated gold warehouse in Sanya, as announced on November 17, 2025, to enhance its gold storage services [2] - The bank's Hezhou branch has become the first certified professional storage institution in Hezhou, adhering to national standards and enabling same-day delivery, which is expected to save local businesses over 10 million yuan annually [3] Group 2: Hong Kong Market Initiatives - ICBC is looking to tap into the Hong Kong market by setting up a gold warehouse at the airport, aligning with the Hong Kong government's initiative to establish an international gold trading market [4][5] - The Hong Kong government has outlined a strategic plan to build a regional gold reserve hub, aiming to exceed 2,000 tons of storage capacity within three years [5][7]
水产股大爆发,中水渔业4连板,国联水产等多股涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:15
Core Viewpoint - The aquaculture sector in China is experiencing a significant rebound, with major aquatic product prices rising to historical highs by 2025, driven by market recovery after a two-year period of inventory digestion [1] Industry Summary - The aquaculture concept stocks are showing active performance, with several companies such as Guolian Aquatic Products, Haodangjia, Dahu Co., and Zhangzidao hitting their daily price limits [1] - Longjiang Securities reports that the price of grass carp has reached a peak of 14 yuan per kilogram, representing a 25% increase from the beginning of the year [1] - Prices for specialty aquatic products like California bass and yellow catfish have risen to 22.1 yuan per pound and 15.8 yuan per pound, respectively, both surpassing the highest levels since 2021 [1] - The price recovery is attributed to the necessary market adjustments following the inventory digestion phase experienced in 2023 and 2024 [1]
“下周回国”2.0?贾跃亭称“尽责到底早日回国”,披露第二信托细节
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-19 06:12
贾跃亭表示,他的第二个不可撤销信托已经正式设立完毕并付诸实施。目前,该信托的资产主要来自两 大部分:一是FF授予贾跃亭的"股东股民First"的股权激励下获得股份的50%;二是贾跃亭投资的纳斯 达克上市公司AIXC对应的约7%股份的50%。贾跃亭透露,后者投资的本金来自FFGP合伙人公司借 款,该部分资产将很快注入到第二信托中。 11月19日上午,贾跃亭在微博发布出镜视频,称生命中最重要的事情之一是"早日还债回国"。他将继续 全力推动法拉第未来(以下简称"FF")和AIXC成功,"从而让国内债权人尽早得到实质性的回报"。 贾跃亭还向债权人喊话,欢迎符合条件的债权人参与此次信托计划,并通过视频下方邮箱尽快联系第二 信托债务处理小组。 值得注意的是,11月14日,FF在官方微博披露今年第三季度财务业绩,称FX Super One已获得超过 11000 台付费预订单合同,并在加州汉福德工厂进入试生产阶段,目标是年底美国首车下线。然而数据 显示,今年前三季度,FF营收仅为40.70万美元,同比增长33.88%;前三季度归母净利润为亏损3.57亿 美元,同比增亏52.24%。 美东时间11月18日收盘,FF(FFAI. ...