近日，富乐德（301297）旗下的江苏富乐华半导体科技股份有限公司作为安森美(onsemi)长期以来的战 略合作伙伴，凭借在质量管理、产品交付、技术支持和供应链韧性等方面的卓越表现，连续多年在安森 美的供应商绩效评级中保持高分，荣获安森美授予的"优秀供应商"奖项。 公司表示，富乐华在中国设有多处生产基地，并积极布局海外产能，构建了具备强大韧性的供应链体 系。这一布局确保了即使在复杂多变的全球贸易环境下，仍能保障对安森美各业务单元的稳定供应。并 且公司还提供"360°一站式"集团服务，组建有专职技术中心，为客户定制问题解决方案，能够快速灵活 地响应客户需求，在样品交付、紧急需求处理等环节多次助力安森美攻克项目关键节点。 安森美是全球半导体行业的领军企业，专注于智能电源和智能感知技术的创新与产业化。作为《财富》 美国500强企业和标普500指数成份股，公司在工业自动化、新能源基础设施等高端应用市场保持技术领 先优势，通过持续的技术创新推动汽车电汽化、可持续能源网等重大产业发展，在全球半导体产业中发 挥着举足轻重的作用。 9月初，FerroTec集团(中国)旗下创业板上市公司富乐德发布了《发行股份、可转换公司债券购 ...

人民财讯9月26日电，天岳先进(688234)9月26日公告，公司持股5.63%的股东哈勃投资计划通过集中竞 价方式，减持公司股份不超过387.69万股，占总股本的0.8%。 ...

人民财讯9月26日电，通用电梯（300931）9月26日公告，控股子公司上海云视智邦信息技术有限公司近 日与上海达驰信息产业有限公司签订上海市轨道交通19号线工程非电信管线搬迁及复位工程施工项目合 同。合同总价4850万元，占公司2024年度经审计营业收入的9.13%。合同工期360天，计划于2025年9月 29日开工，至2026年9月28日完工。 ...

9月24日，在备受瞩目的2025阿里云栖大会上，国内优质教育资源服务提供商方直科技（300235）正式 发布了旗下重磅产品阳仔AI陪伴机。此次发布同时标志着方直科技与阿里云的合作全面升级，双方将 携手共建儿童智能陪伴生态。 发布会上，方直科技与阿里云正式签署战略合作协议，宣布将在多维度展开深度合作，基于方直科技根 植教育行业三十多年沉淀经验和数据积累及人才队伍，联合阿里云全栈AI能力+通义大模型服务以及AI 工程技术服务，共同打造行业领先的阳仔AI陪伴机。 此次合作中，方直科技在教育领域32年的深耕积淀，与阿里云的技术底座形成深度互补。双方的合作并 非简单的技术输出，而是携手定义"AI+教育"的全新标准，这一标准的核心，是让技术真正读懂儿童成 长规律，让每一次交互都切实承载教育价值。 在云栖大会现场，方直科技AI消费电子事业部总经理刘东胜介绍，阳仔AI陪伴机在技术层面实现了多 项突破。作为全新4G版AI玩具，无需依赖WiFi和蓝牙，支持扫码即连，即开即用，真正实现了全场景 智能互动，不受地点限制，充分满足孩子的探索欲和好奇心。 同时，产品搭配了先进的GPS功能，支持户外定位并自动更新，能在外出场景下为孩子提供 ...

Group 1 - The core point of the article is that YouSheng Co., Ltd. (603418) announced that its wholly-owned subsidiary, ZeSheng Europe, has received a project designation notification from a well-known German automotive company to develop and produce a series of battery tray products [1] - The project is expected to commence mass production in September 2027 [1] - The total sales amount for the entire lifecycle of the project is estimated to be approximately 2.3 billion yuan [1]

2025年是"十四五"规划收官之年，是进一步全面深化改革的重要一年，也是新疆维吾尔自治区成立70周 年。作为新疆重要的金融机构，兴业银行乌鲁木齐分行践行金融工作的政治性、人民性，主动服务国家 发展大局，牢固树立以人民为中心的价值取向，将做好金融"五篇大文章"与服务新疆经济社会高质量发 展紧密结合，推动金融产品和服务模式不断创新，以实际行动诠释责任担当。 点燃创新引擎 托举"新疆智造" 发展新质生产力是推动高质量发展的内在要求和重要着力点。兴业银行乌鲁木齐分行深刻认识金融支持 新质生产力发展的深远意义，深入贯彻落实支持科技金融发展各项政策要求，积极推动体制机制、产品 服务、内控风控创新，完善匹配科技型企业全生命周期的产品服务体系，推动区域新质生产力发展。截 至7月末，科技金融贷款余额171.99亿元，较年初增加5.41亿元。 润泽小微细流 浇灌"共富之花" 兴业银行乌鲁木齐分行坚守"金融为民"初心，深入贯彻落实支持小微企业融资协调工作机制相关部署及 要求。截至7月末，普惠金融贷款余额达39.27亿元，较年初增加2.21亿元。 深化政银企合作，用好政府搭建的"新疆融资信用服务平台"，建立常态化信息交互渠道，推动金 ...

Group 1 - The 25th China International Industry Fair (CIIF2025) was held in Shanghai, showcasing the advancements in MCU, storage, and analog chip solutions by the company, focusing on embodied intelligent devices [1] - The company’s MCU division manager highlighted that 2025 is a critical year for humanoid robots to achieve mass production and commercial viability, with hardware system maturity being essential for this transition [1][2] - The company has developed a comprehensive product matrix covering control, storage, and analog solutions to support humanoid robots, emphasizing the importance of chip performance and efficient communication for real-time responsiveness and intelligence [2] Group 2 - The company’s GD32 high-performance MCU is designed for multi-joint real-time motion control and system scheduling, enabling high-speed data interaction among joints, sensors, and controllers [2] - The company reported a total revenue of 4.15 billion yuan in the first half of 2025, a 15% year-on-year increase, with a net profit of 575 million yuan, reflecting an 11.31% growth [2] - The MCU product line has become a strategic focus for the company, achieving nearly 20% growth year-on-year in the first half of the year [2][3] Group 3 - The company’s revenue sources are primarily from consumer and industrial sectors, with significant growth in the networking sector and steady performance in the industrial sector [3] - The company has mass-produced over 700 MCU products across 64 major series, including the GD32H7 series, which is the first domestically produced MCU based on the M7 core [3] - The company is actively pursuing AI strategies and plans to invest in customized storage and AI MCU businesses, targeting applications in embodied intelligent products [3]

Core Insights - The 19th China (Shenzhen) International Logistics and Supply Chain Expo opened on September 25, showcasing the strong momentum of the unmanned vehicle industry transitioning from technology validation to large-scale commercial application [1] - The expo attracted over 30,000 professional visitors on its first day, with intended cooperation amounting to over 600 million yuan, indicating robust demand in the smart logistics sector [2] Industry Overview - The expo covered over 2,000 square meters and featured more than 50 industry chain enterprises, including major players like Deep City Transportation, Meituan, and JD Logistics, presenting a comprehensive view of the unmanned vehicle economic ecosystem [1][2] - The demand in the market has evolved from single vehicle purchases to comprehensive solutions that include scheduling platforms and roadside equipment, reflecting a trend towards systematic development in the industry [2] Product Launches and Innovations - Several companies launched new products at the expo, including Deep City Transportation's low-altitude intelligent tower and indoor inspection drones, showcasing their technological advancements in smart transportation and unmanned systems [2] - Meituan introduced a new generation of autonomous micro delivery vehicles with a range exceeding 30 kilometers, complementing their previous short-distance models [2] - JD Logistics displayed its latest intelligent delivery vehicle, which has significant improvements in load capacity and range, with plans to officially offer unmanned vehicle products and services next year [2] Market Projections - The unmanned vehicle industry is approaching a commercial turning point, with predictions indicating that by 2025, sales of low-speed unmanned vehicles in China will exceed 47,000 units, generating sales of 18.5 billion yuan [3] - Shenzhen is recognized as the city with the largest operational scale and highest density of functional unmanned vehicles in China, having opened over 1,000 road rights and operating nearly 800 vehicles, providing a replicable "city-level" model for industry scale development [3] International Participation - The expo featured an international section, attracting companies from Germany, Japan, and Singapore, with representatives noting that China is at the forefront of unmanned vehicle commercialization, offering valuable insights for global practices [3] Future Expectations - The expo is expected to attract a total of 100,000 professional visitors and over 100 media outlets, with over 1,000 convertible orders anticipated over the course of the event [4]

Group 1 - The upcoming "super long golden week" during the Mid-Autumn Festival and National Day in 2025 is expected to drive increased consumer travel demand [1] - As of September 23, hotel booking rates for the "Double Festival" period have increased by 3 percentage points compared to last year, with all city tiers showing growth [1] - Beijing continues to lead in hotel booking rates among first-tier cities, surpassing Shenzhen and Shanghai by 6 percentage points [1] Group 2 - Coastal cities such as Dalian, Tianjin, Yantai, Qingdao, and Rizhao are experiencing high hotel booking rates, with Guangxi's cities like Liuzhou, Guilin, Beihai, Chongzuo, and Baise showing significant increases [1] - High-end brand hotel bookings are rising, with Huazhu Group reporting leading booking rates for brands like Huajian Tang and Songpin, while brands like Mercure and Shijia also show significant year-on-year growth [1] - Economy and national brands remain popular among guests, with Haiyou brand hotels seeing a 5 percentage point increase and Hanting brand hotels seeing a 4 percentage point increase in bookings compared to last year [1] Group 3 - Initial travel demand during the short holiday period is strongest, with hotel booking rates peaking on October 2 [2] - To prepare for the travel peak, Huazhu Group has launched a "Service Quality Assurance Action," focusing on key service areas such as check-in, hygiene, and breakfast [2] - The company is implementing a digital response system and standardized service manual to monitor potential issues like parking and lobby congestion, ensuring efficient and smooth service [2]

Core Insights - The upcoming National Day and Mid-Autumn Festival are expected to drive a surge in demand for home appliances and home decoration, leading to increased consumer spending [1] - Suning.com has announced an early start to its Double Eleven shopping festival, launching promotions from September 30, allowing consumers to enjoy discounts ahead of time [1][2] - The company aims to integrate new features and experiences into home appliances, responding to consumer demands for green, smart, and healthy products [1][3] Group 1: Event and Promotion Details - Suning.com will kick off its Double Eleven campaign with a "Home Appliance Benefit Day" starting September 30, lasting for 44 days, including various promotional phases [2] - The "Flash Sale 48 Hours" event will feature 100,000 discounted home appliances, providing immediate benefits to consumers [2] - The promotion is designed to seamlessly connect the National Day holiday and Double Eleven shopping festival, allowing consumers to choose the best time for their purchases [2] Group 2: Product and Market Strategy - Suning.com is focusing on reliable, energy-efficient home appliances, promoting a "good quality at a fair price" experience [3] - The company is enhancing its offerings in smart home appliances and addressing industry pain points, aiming to make advanced products accessible to more households [3] - A new "True Benefit Product" section will be launched, featuring high-demand home appliances with increased subsidies, establishing a competitive pricing standard in the industry [3] Group 3: Brand Collaboration and Industry Impact - Major brands such as Haier, Midea, and TCL are collaborating with Suning.com to introduce new products and enhance consumer benefits through the "Super Subsidy" program [4] - The initiative is seen as a connector between high-quality products and consumers, promoting the penetration of innovative smart home appliances [4] - The program is expected to accelerate technological upgrades and product innovation within the industry, contributing to high-quality development [4]