中证报中证网讯(记者陈露)湖北金融监管局近日发布的批复信息显示，同意湖北宏泰集团有限公司受让 中国航天三江集团有限公司持有的航天科工金融租赁有限公司25.1%股权。受让后，湖北宏泰集团有限 公司合计持有航天金租49.6%股权，为航天金租第一大股东。 公开资料显示，航天金租成立于2017年，注册资本30亿元，由中国航天科工集团有限公司、中国航天三 江集团有限公司等航天系央企联合汉口银行、长江产业投资集团等机构共同出资组建，总部位于湖北武 汉。 2024年，航天金租实现营业收入11.86亿元，实现净利润4.54亿元。截至2025年8月底，航天金租资产规 模221.03亿元。 ...

行业分析指出，2025至2030年间，国内无水叔丁醇市场需求年均增速有望维持在6%-8%，其中电子级、 医药级和生物基应用将成为核心增长引擎。齐翔腾达此次精准卡位高端细分市场，不仅提升了产品溢价 能力，也有效对冲了基础化工品周期波动风险。 据悉，此次技改并非简单产能替换，而是瞄准下游高附加值应用场景的战略性升级。无水叔丁醇（纯度 ≥99.5%）正逐步突破传统溶剂用途，广泛渗透至电子半导体、生物医药、生物基材料等新兴赛道。具 体来看，其在环氧树脂活性稀释剂（用于风电叶片、电子封装胶）、PCB及IC封装清洗（替代高污染醚 类溶剂）、抗生素与疫苗佐剂合成、聚乳酸（PLA）等可降解材料起始剂、以及低VOC航空与车用清洁 燃料添加剂等领域需求快速增长。 中证报中证网讯（记者 张鹏飞）近期，在化工行业深度调整与绿色低碳转型的双重背景下，齐翔腾达 （002408）以存量资产优化为抓手，成功完成对其40万吨/年叔丁醇装置的技术改造，实现年产7万吨 99.9%高纯无水叔丁醇的稳定达产。此举不仅标志着公司在高端精细化工领域迈出关键一步，更彰显其 从"规模驱动"向"价值驱动"战略转型的坚定决心。 值得关注的是，公司8000吨/年高 ...

中证报中证网讯(记者齐金钊)日前，在2025GIS全球创新峰会上，云天励飞董事长兼CEO陈宁与"AI教 父"杰弗里.辛顿亮相峰会对话环节，围绕算力效率、AI向善与普惠未来等话题进行了深度对话。双方共 同认为，AI的未来，不再只是"更聪明"的竞赛，而是"更高效、更安全、更普惠"的系统性竞争。陈宁表 示，云天励飞将推出通用神经网络处理器架构，推动AI生成的成本和效率大幅提升。 陈宁介绍，云天励飞已向国际相关机构提出建议，希望推动建立统一的AI处理芯片与推理网络标准， 让不同国家和地区都能在同一张互联互通的推理网络上共享能力，尤其在医疗与教育等关乎民生的领域 真正实现"AI for All"。从"更聪明"到"更高效"，从"能不能做到"到"能不能让更多人用得起、用得好"。 陈宁认为，GPU(图形处理器)在深度学习早期扮演了重要角色，但本质仍是通用计算架构，并非为神经 网络量身定制。 结合产业发展现状，陈宁预判，到2030年，全球AI芯片产业规模有望达到约5万亿美元，其中训练芯片 约占1万亿美元，而面向终端与行业侧的推理/处理芯片有望达到4万亿美元，占比约80%。随着智能体 能力持续下沉，AI处理芯片将被广泛嵌入眼镜、 ...

中证报中证网讯（记者 王辉）近日，由中国证券报主办，华鑫证券、西岸集团联合承办，深圳数据经 济研究院提供独家学术支持的"2025量化行业高质量发展大会暨金融科技·量化机构金牛奖颁奖典礼"在 上海举行。上海蝶威私募基金管理有限公司（简称蝶威量化）凭借其优秀的长期业绩表现与稳健的投研 体系，荣获"三年期金牛量化机构（指数增强策略）"奖项。 在风控方面，公司坚持风险"提前规划、实时调节"。公司在投研体系内置了动态风险预算与风险平价框 架，能根据市场波动与策略状态实时调整风险分配。这些风控举措和强化学习策略、组合优化器、交易 执行模块整合在同一个闭环系统中，实现了风控与投研交易的深度协同。 对于此次获奖，蝶威量化投研团队表示，这既是对过往阶段的肯定，更意味着一份责任。未来，蝶威量 化将继续聚焦于端到端强化学习、多源数据挖掘与多阶组合优化的主航道，持续加大技术投入，致力于 为专业机构与高净值投资者提供经得起时间检验、体验更稳健的量化投资解决方案，在不确定性中寻找 可持续的确定性。 在量化投研领域，区别于传统量化模型的分段式流程，蝶威量化的核心优势在于构建了一套端到端强化 学习驱动的投研框架。该框架将信号生成、仓位决策、 ...

通泉风电场扩建项目位于云南曲靖市马龙区，项目总装机容量13.125万千瓦。根据可研报告，项目全容 量投产后年上网电量30349万千瓦时，年等效满负荷小时数2312h。 中证报中证网(记者吴科任)12月3日晚，云南能投（002053）发布公告称，旗下全资子公司红河云能投 新能源开发有限公司投资建设的永宁风电场扩建项目(泸西片区)、全资子公司弥勒云能投新能源开发有 限公司投资建设的永宁风电场扩建项目(弥勒片区)及控股子公司曲靖云能通泉北电力开发有限责任公司 投资建设的通泉风电场扩建项目于日前实现全容量并网发电。至此，公司已投产发电的新能源(包括风 电和光伏)总装机容量达到259.49万千瓦，其中风电241.89万千瓦，光伏17.6万千瓦。 其中，永宁风电场扩建项目(泸西片区)位于云南红河州泸西县西南、中部及东北部区域，项目总装机容 量23.5万千瓦。根据可研报告，项目全容量投产后年上网电量51806万千瓦时，年等效满负荷小时数 2205h。 永宁风电场扩建项目(弥勒片区)位于云南红河州弥勒市的东北部区域，项目总装机容量23万千瓦。根据 可研报告，项目全容量投产后年上网电量52900万千瓦时，年等效满负荷小时数23 ...

银河德睿资本产品总监张丝莹发表题为《场外期权在上市公司市值管理过程中应用场景分享》的主题分 享。张丝莹重点介绍了多种金融工具和策略，如雪球期权和香草期权，这些工具被广泛应用于服务上市 公司股东和私募基金。 中国证券报创新中心产品总监李淼发表题为《如何借助媒体做好上市公司市值管理》的主题分享。李淼 表示，舆情管理对企业的生存与发展至关重要，尤其是对上市公司而言。舆情问题还可能涉及金融资 产、市值管理、产品运营和法律诉讼等多个方面，这些因素共同作用于上市公司的市值和舆论形象。因 此，企业应主动管理和应对舆情，特别是在海外发展时，需关注宏观政治倾向和政策变化。 2025年，"中国银河证券·星耀企业家办公室"将持续整合公司企业服务资源，通过企业家办公室活动平 台，助力拓展企业家及家庭核心圈层，不断扩大企业服务边际效应。银河证券将始终秉持"金融报国 客 户至上"的服务理念，深刻把握金融工作"功能性"，积极投身并融入区域产业和经济发展。未来，中国 银河证券将继续同各方紧密携手，服务于国家战略，实现高质量发展。 银万资本总经理赵峰深入解读《上市公司股东资产管理和PIPE业务》。赵峰重点介绍上市公司股东的 资产管理与PIPE ...

中证报中证网讯(王珞)日前，三维天地（301159）研发负责人张京日公开表示，三维天地系列创新产品 的推出，将推动前沿的AI技术，转化为能切实改变企业工作模式的产品。2025年，三维天地密集推出 了企业级AI智能体开发平台SunwayLink、国产质量统计分析软件QRS，并对数据资产、低代码等平台 进行了智能化升级。这一系列动作的背后，是一个清晰的双轨战略：一方面，积极拥抱AI，驱动核心 产品智能化；另一方面，攻坚关键技术，实现高端工业软件的国产化自主可控。 张京日强调，技术的价值在于解决真实问题。以SunwayLink为例，该产品的设计理念并非追求大模型 的通用能力，而是致力于降低AI的应用门槛。通过低代码交互和与企业知识库的深度连接，让业务专 家能够快速构建懂得自身业务流程的专属"数字员工"，将想法转化为可执行智能体的路径大幅缩短。 三维天地QRS数据处理分析平台则承载着深度融合国内制造业的场景与标准的期待。张京日表示，QRS 数据处理分析平台在数据安全、协议适配和行业模板等方面，具备了独特的本土化优势。 为在工业场景实现精准适配，三维天地深度调研国内200余家制造企业，在产品内置了符合GB/T、ISO ...

Core Viewpoint - Changsha Zuxing New Materials Co., Ltd. has successfully passed the initial public offering (IPO) application review by the Beijing Stock Exchange, marking it as another national-level specialized and innovative "little giant" enterprise approved for listing [1] Company Overview - Zuxing New Materials is a leading company in the domestic aluminum pigment industry, focusing on the research, production, and sales of fine spherical aluminum powder and aluminum pigments [1] - The company's products are widely used in coatings, inks, plastics, and cover high-end manufacturing sectors such as automotive, 3C electronics, household appliances, and aerospace [1] - Zuxing New Materials has developed seven core technologies, successfully breaking the long-standing foreign monopoly in the mid-to-high-end aluminum pigment sector, and has become an internationally recognized aluminum pigment manufacturer [1] Technological Innovation - The company has participated in the formulation of all five industry standards for aluminum pigments used in coatings, with Zuxing acting as the primary drafting unit for three of these standards [1] - As of now, Zuxing New Materials holds 48 invention patents, 41 utility model patents, and has 27 patents pending, establishing significant technological barriers and industry influence [1] Strategic Development - The success of Zuxing New Materials' IPO is a practical implementation of Western Securities' strategy to enhance financial services and support the growth of regional stocks [2] - The company aims to align closely with national strategies and the needs of the real economy, focusing on enhancing financial service efficiency and directing resources to key areas supported by the state [2] - Zuxing New Materials is committed to fostering new productive forces and contributing to the high-quality development of technology-driven enterprises, thereby supporting the modernization of China [2]

Group 1 - The core viewpoint of the article is that Guoen Co., Ltd. has received approval for its "annual production of 20,000㎡ aviation-grade acrylic glass project," marking a significant step into the industrialization of high-end aviation transparent materials [1][2] - The project involves an investment of 560 million yuan and will be located at the company's headquarters in Qingdao, aiming to achieve comprehensive localization and self-control of aviation-grade transparent materials, providing critical material support for China's aerospace and low-altitude economy development [1][2] - Aviation-grade cross-linked polymethyl methacrylate acrylic glass (CPMMA) is identified as a key material for supporting strategic emerging industries such as aerospace and low-altitude economy, characterized by over 93% high light transmittance, superior mechanical strength, heat resistance, and weather resistance [1][2] Group 2 - Upon completion, Guoen Co., Ltd. will have an annual production capacity of 20,000㎡ for aviation-grade cast sheets and stretched sheets, positioning itself as one of the few domestic suppliers capable of mass-producing aviation transparent materials that meet airworthiness standards [2] - The products will primarily serve high-growth sectors such as domestic large aircraft, high-end drones, and electric vertical takeoff and landing vehicles (eVTOL), with further expansion into high-end rail transportation, special vehicles, and precision instrument panels [2] - The implementation of this project is a strategic move for Guoen Co., Ltd. to enter the high-end aviation materials sector and is a crucial step in promoting vertical integration of the industry chain and building a self-controlled material system [2]

Group 1 - Guangzhou Digital Technology Group held an investor communication meeting focusing on becoming a leading enterprise in digital technology integration, attracting over 15,000 online viewers and more than 200 on-site participants [1] - The meeting highlighted the significant contributions of Guangzhou Digital Technology Group to the city's digital economy and innovation, with support from the Guangzhou State-owned Assets Supervision and Administration Commission for state-owned enterprises [1] - The group aims to deepen the integration of capital and industry, promoting the synergy between digital technology and the real economy to enhance the digital technology innovation landscape in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - The chairman of Guangzhou Digital Technology Group outlined a dual-driven strategy of "real economy + capital," focusing on technological innovation and capital operation to accelerate the layout in AI, digital finance, and other future industries [2] - During the roadshow, executives from the listed companies shared their strategic focuses, with emphasis on AI applications in finance and smart transportation, as well as expanding into government fund management and healthcare sectors [2] - The companies are aligning their strategies with national priorities, such as 6G and aerospace, while enhancing their capabilities in quality assurance and intelligent command systems [3] Group 3 - The interactive session allowed investors to engage with company management on topics like technology development and market expansion, fostering a lively discussion environment [3] - Guangzhou Digital Technology Group is committed to collaboration and empowering strategic emerging industries, aiming to create a long-term win-win investment ecosystem [3]