Cai Jing Wang
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年内新股打新盈利均值1.91万元,摩尔线程26.79万元居首
Cai Jing Wang· 2025-12-05 10:28
【#年内上市新股打新盈利均值1.91万元#】#摩尔线程年内打新盈利最高股票#证券时报·数据宝统计,截 至12月5日收盘,2025年上市新股共101只。按照上交所、深交所中签500股,北交所中1签100股计算, 若以上市首日开盘价卖出,2025年上市新股中,投资者中1签的打新盈利均值达到1.91万元。打新盈利 最高的股票是摩尔线程,该股上市首日开盘价为650元/股,打新盈利达到26.79万元,且远远超过第二 名的水平。(证券时报) ...
保利置业:1-11月累计实现合同销售金额约人民币477亿元
Cai Jing Wang· 2025-12-05 10:08
公告显示,2025年11月,置业集团实现合同销售金额约人民币39亿元,合同销售面积约10.9万平方米, 合同销售均价约人民币35,540元/平方米。 截至2025年11月,置业集团累计实现合同销售金额约人民币477亿元。累计合同销售面积约155.2万平方 米,合同销售均价约人民币30,704元/平方米。 保利置业发布二零二五年十一月未经审核销售数据。 12月5日,保利置业发布二零二五年十一月未经审核销售数据。 ...
王传福称比亚迪将加大技术研发力度,未来2至3年攻坚电动化智能化
Cai Jing Wang· 2025-12-05 10:01
【#王传福称比亚迪将加大技术研发力度#】#王传福称比亚迪还有重磅技术发布#12月5日,在比亚迪 2025年第二次临时股东会上,比亚迪董事长兼总裁王传福表示,在电动化上半场,低温充电速度慢等用 户需求痛点,亟待通过技术突破予以解决。"后面比亚迪还有重磅技术发布,但目前不方便透露。"王传 福表示,比亚迪的核心竞争力在于技术,公司麾下12万工程师团队,是公司后续技术攻坚、重塑领先优 势的关键底气与支撑。 程师团队,是公司后续技术攻坚、重塑领 先优势的关键底气与支撑。 对于未来发展,比亚迪明确了几大方 向。王传福表示,其一,未来2至3年将 全面攻坚电动化技术及智能化下半场,加 大技术研发与投放力度,推出更具领先性 的技术成果,继续扩大技术领先优势;其 二,未来将同步强化营销等配套能力,精 准对接用户需求,实现技术优势向市场竞 争力的高效转化;其三,持续加大力度开 拓海外市场。 对于未来发展,比亚迪明确了几大方向。王传福表示,其一,未来2至3年将全面攻坚电动化技术及智能 化下半场,加大技术研发与投放力度,推出更具领先性的技术成果,继续扩大技术领先优势;其二,未 来将同步强化营销等配套能力,精准对接用户需求,实现技术优势 ...
友邦人寿携手中央财经大学成功举办第二届中财总精论坛暨《新时代中国养老金融高质量发展的突破路径白皮书》发布仪式
Cai Jing Wang· 2025-12-05 09:15
Core Insights - The second China Financial Actuarial Forum focuses on the role of actuaries in the context of the "14th Five-Year Plan" and the integration of artificial intelligence in the insurance industry [1][9] - The forum emphasizes the need for actuaries to transition from passive risk managers to proactive drivers of high-quality industry development [2][9] Group 1: Forum Overview - The forum gathered over 170 participants, including industry experts and students, to discuss innovative development paths for the actuarial industry [1] - The event was supported by AIA Life Insurance and hosted by the Central University of Finance and Economics [1] Group 2: Keynote Speeches - Keynote speakers discussed various topics, including the evolution of health insurance, asset-liability management, and the role of actuaries [3][4] - Gong Xingfeng highlighted the need for health insurance to shift from scale pursuit to value cultivation and emphasized the importance of product innovation [3] - Peng Jihai pointed out the challenges faced by the insurance industry due to declining interest rates and the need for asset-liability rebalancing [3][4] Group 3: White Paper Release - A white paper on the high-quality development of pension finance in China was released, addressing issues such as insufficient total volume and structural imbalance [5] - The white paper proposes a "12345+10" implementation framework to guide the industry towards high-quality development [5] Group 4: Roundtable Discussions - The first roundtable focused on high-quality development paths under the "14th Five-Year Plan," with discussions on the role of actuaries in addressing longevity risk and supply shortages [6][7] - The second roundtable explored the collaboration between the insurance industry and artificial intelligence, highlighting the need for a systematic risk governance framework [8] Group 5: Future Directions - The forum serves as a practical implementation of the spirit of the 20th National Congress of the Communist Party of China, contributing to the construction of a financial power [9] - AIA Life Insurance will continue to support the development of actuarial education and research, fostering sustainable growth in the insurance industry [9]
雅迪电动车:积极落实电动自行车新国标
Cai Jing Wang· 2025-12-05 09:09
近期网上出现的一些关于新国标车型的质疑,如"不能带小孩""铁皮座椅""超速刹车"等,这主要是对标 准条款执行的误读和错误理解,网传产品仅为个别企业的车型,并非行业主流设计、主流产品,标准中 完全没有这样的规定,我们公司的产品也坚决不会有这样的设计。 目前,我公司已推出68款符合新国标的车型,契合不同消费者日常出行场景,如优化座椅舒适性与承重 设计,满足安全携带儿童的需求,也安装了后视镜等,能够很好地满足消费者的使用需求。下一步,我 公司将持续以高标准、严要求推进产品研发与生产,全力推出更多既安全又实用的新国标车辆,为广大 消费者提供更优质、更安全、更便捷、更舒适、更丰富的电动自行车产品。 雅迪电动车12月4日发布关于积极落实电动自行车新国标的声明:近日,中国自行车协会发布对近期电 动自行车相关问题的回应和倡议,我公司积极响应、坚决执行。《电动自行车安全技术规范》新国标已 于12月1日全面实施。 新标准不再强制安装脚蹬,提升了整车重量和续航能力,便利了消费者日常出行;同时优化了防火阻 燃、刹车距离、动态安全监测等要求,保障了使用安全,将有效提升行业规范化水平。作为电动自行车 行业的一员,我公司坚决执行国家政策, ...
12月4日美股成交额前20:特斯拉跻身美国汽车品牌前10
Cai Jing Wang· 2025-12-05 09:09
该报告显示,在最新的2025年榜单中,特斯拉品牌中位列第10,前9名分别为斯巴鲁、宝马、保时捷、 本田、丰田、雷克萨斯、林肯、现代和讴歌。在2024年的美国汽车品牌中,特斯拉排名第18位。(新浪 财经) 编辑丨安安 12月4日美股成交额第1名特斯拉收高1.73%,成交319.36亿美元。特斯拉在美国《消费者报告》年度汽 车品牌排名中取得了显著进步,成功跻身汽车品牌总排名前10,而日系品牌在前10中占据了5个席位。 作者丨彭鑫 ...
中国第一,阿里146篇论文入选AI顶会NeurIPS 2025
Cai Jing Wang· 2025-12-05 09:02
NeurIPS是人工智能领域影响力最大的顶会之一,该会议诞生了Transformer、AlexNet等里程碑式研究成 果。今年,谷歌、微软、OpenAI、阿里巴巴及麻省理工学院等全球顶尖科技公司和机构共有2万多篇论 文投稿,仅有约25%的论文被接收。统计数据显示,谷歌、微软、Meta和阿里巴巴是论文数量前四的科 技公司。 据悉,目前阿里千问已开源300多款模型,涵盖全模态、全尺寸,全球下载量突破7亿次,衍生模型超过 18万个,位居全球第一。在Gartner发布的GenAI云基础设施、GenAI工程、GenAI模型以及AI知识管理 应用四大维度的新兴市场象限报告中,阿里云均位于新兴领导者象限,是入选全部四项新兴领导者象限 的唯一亚太厂商。 据介绍,此次阿里入选的146篇论文全面覆盖了模型训练框架、数据集和模型基础研究和模型推理优化 等领域,展现了阿里在全栈AI体系的创新成果。 12月5日消息,人工智能领域顶级国际会议NeurIPS 2025在美国圣迭戈召开,本届会议,阿里巴巴共146 篇论文入选,是论文收录数量最多的中国公司。其中,阿里千问在门控注意力机制上的成果被评为最佳 论文,为唯一获奖的中国公司。 在训练 ...
一周医药速览(12.1-12.5)
Cai Jing Wang· 2025-12-05 08:37
Group 1 - Lingke Pharmaceutical has submitted an IPO application to the Hong Kong Stock Exchange, with its core product LNK01001's commercialization fully entrusted to Xiansheng Pharmaceutical [1] - Lingke Pharmaceutical focuses on developing innovative drugs for oncology, immunology, and inflammatory diseases, with significant progress in its product pipeline [1] - The company has achieved major advancements with its core products LNK01001 and LNK01004, with the first candidate expected to enter the preclinical stage [1] Group 2 - Tongrentang Group plans to acquire a 60% stake in Tianjin Tongrentang, which will grant it control over the company [2] - The transaction is classified as a simplified case of operator concentration and is currently in the public notice phase [2] Group 3 - The National Healthcare Security Administration has launched a drug price registration and inquiry service to support the development of innovative drugs [3] - The service allows enterprises to voluntarily register drug prices, with a gradual expansion to other drugs, and operates under a principle of "one place acceptance, nationwide sharing, global openness" [3] Group 4 - Guizhou Bailing's actual controller Jiang Wei is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [5] - The investigation is focused solely on Jiang Wei as an individual and is not expected to impact the company's operations [6] Group 5 - Anke Biotechnology plans to invest HKD 112 million as a cornerstone investor in Baoji Pharmaceutical's IPO, aiming to deepen collaboration and enhance its product matrix in assisted reproduction [7] - Gaoguang Pharmaceutical has also submitted an IPO application to the Hong Kong Stock Exchange, focusing on therapies for autoimmune and inflammatory diseases [8] - The company has a differentiated asset portfolio with several candidates in clinical and preclinical stages, including TLL-018, a selective TYK2/JAK1 inhibitor [8]
“国产GPU第一股”摩尔线程上市首日收涨425.46%,中一签最高浮盈超28万元
Cai Jing Wang· 2025-12-05 07:49
Company Overview - Moore Threads officially listed on the STAR Market on December 5, 2023, becoming the first domestic GPU stock, with an opening price of 650 CNY per share, a significant increase of 468.78% from the issuance price of 114.28 CNY [1] - The stock reached a peak of 688 CNY during trading, with a closing price of 600.5 CNY, resulting in a total market capitalization of 282.25 billion CNY [1] - The company raised approximately 7.9996 billion CNY in its IPO, with a net amount of 7.576 billion CNY after deducting issuance costs, primarily for R&D projects related to AI chips and graphics chips [1] Financial Performance - Moore Threads has shown rapid revenue growth, with a compound annual growth rate (CAGR) of 208.44% from 2022 to 2024, and reported revenue of 785 million CNY in the first three quarters of 2025, a year-on-year increase of 181.99% [2] - Despite the revenue growth, the company remains in a loss position, with net losses of 1.894 billion CNY, 1.703 billion CNY, 1.618 billion CNY, and 724 million CNY from 2022 to the first three quarters of 2025 [2] - The management anticipates achieving profitability by 2027 [2] Industry Outlook - The AI chip market in China is expected to grow rapidly, with a forecasted market size increasing from 142.54 billion CNY in 2024 to 1.3368 trillion CNY by 2029, representing a CAGR of 53.7% from 2025 to 2029 [2] - The GPU segment is projected to experience the fastest growth, with its market share expected to rise from 69.9% in 2024 to 77.3% in 2029 [2] - Globally, the GPU market is predicted to reach 36.119 trillion CNY by 2029, with China's GPU market size expected to reach 13.635 trillion CNY, increasing its global market share from 15.6% in 2024 to 37.8% in 2029 [3]
王传福回应比亚迪国内销量下滑,称技术领先度不足
Cai Jing Wang· 2025-12-05 05:45
#王传福谈比亚迪销量#【#王传福回应比亚迪国内销量下滑#】12月5日,比亚迪在深圳坪山举行临时股 东大会。会上,比亚迪董事长兼总裁王传福表示,今年比亚迪国内市场销量出现下滑,一方面由于比亚 迪当前技术领先度不及前几年,技术成果的市场惊艳度有所下降,叠加行业同质化特征渐显,这一变化 符合产品及技术发展的周期性规律。另一方面,低温充电速度慢等用户需求痛点,也亟待通过技术突破 予以解决。 "我之所以说目前技术不够领先,是因为后面还有重磅技术发布,但目前不方便透露。"王传福说,比亚 迪的核心竞争力在于技术,公司麾下12万工程师团队,是公司后续技术攻坚、重塑领先优势的关键底气 与支撑。(中证金牛座) ...