人民财讯9月28日电，据上海海关28日发布的统计数据，今年前8个月，通过上海钻石交易所一般贸易进 口的天然成品钻货值23.5亿元人民币，同比增长41.5%。过去三年，受多种因素影响，中国钻石进口额 持续走低。今年以来，市场情况出现逆转，保持较好的增长态势。 ...

Core Viewpoint - He Lin Micro-Nano has submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange, aiming to expand its market presence and capitalize on its leading position in the micro-nano manufacturing sector [1][2]. Company Overview - He Lin Micro-Nano is a leading provider of micro-nano manufacturing solutions, offering a comprehensive product portfolio that includes MEMS micro-nano manufacturing components, semiconductor test probes, and micro drive systems [1]. - The company ranks second globally in revenue for MEMS acoustic module micro-nano manufacturing components and is the top domestic enterprise in China for semiconductor final test probes, ranking fourth among all global suppliers [1]. Product Applications - The MEMS micro-nano manufacturing components are integrated into devices such as smartphones, AR/VR headsets, medical hearing aids, and Bluetooth speakers, enabling voice capture, noise control, and pressure sensing functionalities [2]. - The semiconductor test probes developed by the company are essential consumables in the semiconductor packaging and testing processes, supporting devices used in 5G smartphones, AI/data center computing, networking equipment, and automotive electronics [2]. - The micro drive systems are compact drive systems for household robots, designed to meet demands for low noise operation, durability, and precise motion control [2]. Financial Performance - He Lin Micro-Nano has experienced strong revenue growth over the past few years, with revenues of RMB 288 million in 2022, projected revenues of RMB 569 million in 2024, and revenues of RMB 440 million in the first half of 2025 [2].

9月28日晚间，智光电气（002169）发布公告，公司正在筹划以发行股份及支付现金的方式购买控股子 公司广州智光储能科技有限公司(简称"智光储能")的全部或部分少数股权，同时公司拟发行股份募集配 套资金。公司股票自9月29日开市起停牌，预计连续停牌时间不超10个交易日。 就在不久前，智光电气在互动平台上表示，公司已将储能业务作为战略重点业务发展。公司最新披露的 订单公告也显示，智光储能近日与中国能源建设集团广东省电力设计研究院有限公司签订金额为1.64亿 元的采购合同，广东省电力设计研究院有限公司向智光储能采购高压级联半固态磷酸铁锂储能系统。 9月19日，智光电气披露的投资者关系活动记录显示，18家机构对智光电气进行了调研，并重点关注了 公司储能业务进展。公司介绍称，目前已分别在清远清城和梅州平远投资、建设及运营独立储能电站。 清远一期(200MW/400MWh)已于2024年投运，清远二期(100MW/200MWh)、清远三期 (200MW/400MWh)、平远一期(100MW/200MWh)主体工程建设已完成，在收尾调试阶段，争取在年内 并网投运；平远二期(100MW/200MWh)也将动工建设。 经智光 ...

第四届全球数字贸易博览会"低空经济新兴技术与产业发展对接会"9月27日举行。中国工程院院士、北 京航空航天大学教授刘大响表示，低空经济已成为新质生产力的"主战场"，我国低空装备整机企业达 1400家，在研吨级无人机近30款，eVTOL近70种，但通用航空器数量仅为美国的2%。未来五年需聚焦 新能源动力系统、空天地一体化网络等"卡脖子"技术，构建"全链条安全观"，推动应急救援、民生服务 等场景优先落地。 浙江在低空经济领域具备独特优势。报告提出，人工智能、云计算等数字技术为低空经济提供底层支 撑，"七山一水二分田"的地理特征与海洋经济特色，催生了海岛物流、山区巡检、城市应用、智慧旅游 等差异化需求。省内快递物流公司的云集，为建立"干—支—末"现代航空物流体系及催生大中型无人机 研制的产业链和价值实现链，为打造战略型低空产业提供了急需。 作为全国唯一承担低空"3+1"试点示范任务的城市，杭州在低空经济领域的探索成果成为本次大会焦 点。杭州市政府副秘书长、市政府办公厅党组成员褚烨在致辞中介绍，目前杭州已集聚400余家低空经 济相关企业，形成覆盖研发设计、生产制造、运营服务的完整产业链，2024年产业产值突破329亿 ...

同期，零重力飞机工业与荆门市东宝区达成深度战略合作，双方将携手打造低空文旅观光新场景，推动 中部地区低空经济发展迈入"绿色通航+文旅融合"新阶段。 人民财讯9月28日电，近日，零重力飞机工业与荆门亚联航空运动有限公司正式签署战略合作协议，落 地25架锐翔RX1E-A电动固定翼飞机意向采购订单。 ...

人民财讯9月28日电，南京银行(601009)9月28日公告，法国巴黎银行（QFII）于9月22日至9月26日期 间，以集中竞价交易方式增持该行股份1.08亿股，占该行总股本的0.87%。增持完成后，法国巴黎银行 及法国巴黎银行（QFII）合计持股比例由16.14%增加至17.02%，这是在 "南银转债" 成功转股导致持股 稀释后，其持股比例再次回到"17%"上方。 自7月份以来，南京银行大股东南京高科、紫金信托相继开展增持。其中，南京高科增持该行股份 13072.59万股，持股比例达到9.99%。紫金集团控股子公司紫金信托增持5677.98万股，二者合计持股比 例增至13.02%。 转自：证券时报 ...

9月28日，片仔癀（600436）(600436.SH)披露关于投资参与中金医疗基金暨关联交易的公告。公司基于 大健康产业链上下游考虑，立足现有发展需求，积极寻找新增长点，增强产业协同效应，提升持续竞争 能力，在确保主营业务发展的前提下，拟投资中金(漳州)医疗产业投资合伙企业(有限合伙)(暂定名，以 工商注册为准；下称"中金医疗基金")。 值得关注的是，片仔癀公司近年来正积极推动医药主业经营及相关产业投资，一方面充分发挥自身品牌 价值以及在生物医药产业链上下游的资源优势，持续在中成药、化药创新药、大单品、医药商业、日化 美妆等五个方面下足功夫，做大做强上市公司主体规模，打造"大医药"航母集群；另一方面通过并购延 链、拓链、补链、寻求上中下、左右侧产业项目，利用品牌优势，发挥片仔癀公司链主作用，形成以片 仔癀为核心，向外辐射的大健康领域生态圈。"圆山计划"产业基金的陆续设立与对外投资，有望帮助片 仔癀公司持续强化中药领域核心竞争力，筑牢中药领域头部地位。 公告披露，本次中金医疗基金目标募集规模为10亿元。公司全资子公司片仔癀投资拟作为有限合伙人以 自有或自筹资金认缴出资2亿元，占中金医疗基金目标募集规模的比例为 ...

Core Viewpoint - The company aims to redefine the value of measurement instruments through AI technology, emphasizing the importance of precise measurement in industrial and social operations [1] Group 1: Product Launch - Four AI-powered medical devices were launched, including a smart blood pressure monitor with an AI voice assistant, addressing common issues faced by elderly users [2] - The product lineup also includes a dual-level ventilator, a portable six-lead ECG device, and a combined blood pressure and ECG monitor, all designed to meet family health needs [2] Group 2: Technology and Innovation - The new products are positioned as health management tools rather than mere measurement devices, achieving medical-grade data accuracy through over 30 years of sensor technology and data analysis [3] - The DeepSense model, a generative AI service, has been officially registered and is designed to provide intelligent support and integrated solutions for measurement and detection industries [3][4] Group 3: Future Development - The company plans to leverage AI to reconstruct its entire product line, aiming to drive digital transformation in the measurement instrument industry [6] - A new subsidiary has been established to focus on AI upgrades, with plans to develop AI glasses tailored to user needs, enhancing measurement capabilities in various applications [6]

9月27日上午，科睿斯半导体科技（东阳）有限公司（简称"科睿斯"）FCBGA封装基板项目（一期）连 线仪式，在东阳市新材料"万亩千亿"产业平台的新建厂区举行。随着生产线正式启动样品打样、产品生 产，这一备受关注的重大产业项目正式进入投产阶段，为破解国内高端封装基板"一板难求"的困境迈出 关键一步。 根据公开信息，科睿斯是一家专注于高端封装基板研发、设计、生产及销售，致力于成为全球领先的封 装基板合作伙伴的科技企业，主营产品是FCBGA封装基板，主要应用于CPU、GPU、AI及车载等高算 力芯片的封装。项目计划分三期建设，目标真正实现ABF基板国产替代化，打造国内FCBGA（ABF） 高端基板生产示范基地。 此前，上市公司中天精装（002989）公告间接持有科睿斯的27.99%股权。同时从科睿斯股权结构、董 事会成员构成来看，中天精装无疑是科睿斯的重要股东。而在此次活动现场，中天精装总经理、联席总 经理作为重要嘉宾出席并参与启动仪式，也印证两者之间的紧密关系。 中天精装《2025年半年度报告》显示：当前全球数字化、智能化浪潮加速推进，公司把握相关产业发展 机遇，在东阳国资办的战略指引下，依托国资平台资源优势，全 ...

Core Viewpoint - The merger between Hangzhou Steam Turbine (杭汽轮) and Hailianxun (海联讯) has received approval from the China Securities Regulatory Commission, marking a significant step in Hangzhou Steam Turbine's transition from B-share to A-share market, which is expected to reshape the competitive landscape in the energy sector through business synergies in industrial turbine machinery and power information services [1] Group 1: Business Synergy and Financial Performance - The merger will create a "one main, one auxiliary" business structure, with Hangzhou Steam Turbine's industrial turbine machinery as the core and Hailianxun's power information services as the complement, targeting deep collaboration in the digital transformation of the energy industry [2] - Hangzhou Steam Turbine reported a revenue of 2.447 billion yuan and a net profit of 153 million yuan in the first half of 2025, with a gross margin of 26.27%, an increase of 6.86 percentage points year-on-year [2] - The company's overseas revenue surged by 66.39%, increasing its share from 6.04% to 10.72%, indicating the effectiveness of its global expansion strategy [2] Group 2: Technological and Market Positioning - Hangzhou Steam Turbine has established a comprehensive R&D system for industrial turbines below 150MW and power generation turbines below 200MW, enhancing its capabilities in high-end equipment manufacturing [2] - Hailianxun has over 20 years of experience in power information services, with projects in low-voltage line renovations and substation expansions, benefiting from the increasing investment in China's power grid, projected to reach 608.3 billion yuan in 2024, a 15.26% increase year-on-year [3] Group 3: Strategic Advantages Post-Merger - The merger will create synergies in three dimensions: integration of Hangzhou Steam Turbine's core equipment with Hailianxun's monitoring systems, leveraging Hailianxun's data for operational support, and shared customer resources due to low overlap [3] - The merger is expected to enhance Hangzhou Steam Turbine's service revenue, reflecting its transition from a manufacturing-focused company to a service-oriented enterprise [3] Group 4: Market Transition and Capital Dynamics - The merger addresses the challenges faced by Hangzhou Steam Turbine in the B-share market, where the average discount rate exceeds 60%, limiting its financing capabilities since its B-share listing in 1998 [4] - Transitioning to the A-share market is anticipated to improve liquidity, with A-share daily trading volume approximately 50 times that of B-shares, allowing for a valuation adjustment towards industry averages [4] - The A-share market offers diverse financing options, which will support Hangzhou Steam Turbine's strategic initiatives in technology development and capacity expansion [4] Group 5: Future Strategic Directions - Post-merger, the new company will focus on three strategic directions: enhancing R&D for gas turbine technology, expanding brand presence in international markets, and developing comprehensive smart energy solutions [6] - The merger is expected to optimize the overall profitability structure of the company, leveraging Hailianxun's high-margin business in power information services [6] Group 6: Market Recognition and Reform Implications - The merger has received broad support from shareholders, with 87.57% approval at Hangzhou Steam Turbine's shareholder meeting, indicating strong market confidence [6] - This merger could serve as a benchmark for B-share reform, addressing historical issues while creating new growth opportunities through business collaboration [7]