来源 | 锦观新闻 9月29日，有网传消息称，拼多多（PDD.US）创始人黄峥早年曾犹豫是去谷歌工作，还是去微软工 作。而在小霸王、步步高创始人段永平的建议下，黄峥最终选择了谷歌。对此，段永平于近日在社交平 台上作出回应。段永平转发网友提问回答称，"网上都是乱写的，我是在黄峥进入Google以后才认识他 的。" 据媒体报道，黄峥曾在微软实习，但他大学毕业后没有留在微软，而是在"人生导师"的建议下，选择了 当时还不成熟的谷歌，在谷歌做程序员和产品经理。段永平还在社交平台上表示，"我知道是谁了。他 （指黄峥）有一个导师，很多年了，对他帮助很大。""我知道他有个导师，但我并不认识。" 2025.09.29 本文字数：435，阅读时长大约1分钟 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 微信编辑| 苏小 ...

Group 1: Market Performance - The A-share new energy sector showed strong performance, with significant rebounds in energy storage stocks, solid-state battery stocks, and green methanol stocks [2][6] - Notable stocks include Tongrun Equipment (002150.SZ) with a 2-day increase, Sunshine Power (300274.SZ) rising over 7%, and multiple stocks in the solid-state battery sector hitting the daily limit [2] Group 2: Supply and Demand Dynamics - The energy storage market is experiencing a temporary "squeeze" due to unexpected demand, leading to a situation where "one chip is hard to find" [2] - Major battery manufacturers have reported monthly operating rates exceeding 90% since Q2, nearing full production capacity [2] - The global energy transition, mature business models, and enhanced economic viability of storage systems are driving unexpected growth in the energy storage market [3] Group 3: Cost and Economic Viability - The cost of energy storage systems has decreased by approximately 80% compared to three years ago, with some regions achieving electricity costs below 0.2 yuan per kilowatt-hour [3] - The commercial model for energy storage is becoming increasingly viable, with developed markets like Europe and Australia experiencing explosive growth [3] Group 4: Emerging Markets and Policy Support - Emerging markets, particularly in the Middle East, are driving demand for GWh-level new energy and supporting storage projects due to national energy strategies [4] - China's new policy aims for a new energy storage installation capacity of over 180 million kilowatts by 2027, requiring significant investment [5] Group 5: Technological Advancements - The solid-state battery sector is witnessing significant technological advancements, with a new polymer electrolyte developed that achieves an energy density of 604 Wh/kg [6] - The green methanol market is characterized by a severe supply-demand imbalance, with current prices ranging from $900 to $1,000 per ton, approximately three times the price of traditional gray methanol [6]

（头图由AI生成） 据报道，汇丰全球研究预测，到2026年，上证综指将达到4500点，沪深300指数将达到5400点，深证成 指将达到16000点，预计涨幅为17-20%。 ...

2025年9月11日，2025消费品论坛中国日在北京四季酒店圆满举行，来自领先消费品公司的 CEO 级别发 言人及各领域高管和专业人士就紧迫的挑战和机遇分享有价值的观点。 2025年9月11-12日，2025CGF中国日，2025GFSI中国大会、2025CGF中国绿色转型大会、2025CGF中国 数字供应链圆桌及2025CGF中国更健康生活圆桌同期举行，二天现场到场嘉宾超600人，为行业成员企 业提供专业、多元化的行业交流平台，为整个消费品行业带来更积极的影响。 CGF中国致力于为行业呈现消费品论坛四大领域：食品安全、更健康生活、可持续发展和数据驱动价值 链的精彩内容，共同引领全球与国内的发展。 大会伊始，消费品论坛执行总裁陈维赞先生代表CGF向所有参会嘉宾表示热烈欢迎，感谢赞助商的大力 支持，并向参会代表介绍了CGF全球战略框架，加速领域，以及包括全球食品安全倡议大会、全球CEO 峰会等在内的CGF全球活动。 濮韶华先生表示CGF中国日自2018年启动以来，始终致力于汇聚全球智慧、分享前沿洞察，已成为消费 品行业一年一度备受期待的高端盛会。2025年中国日以"引领共塑消费品与零售新未来"为主题，围绕食 品 ...

Core Viewpoint - The stock price of Shenqi Pharmaceutical (600613.SH) experienced a significant decline, dropping over 5% after the company was implicated in financial fraud by the Shanghai Securities Regulatory Bureau [2][3]. Financial Misconduct - Shenqi Pharmaceutical was found to have misappropriated sales expenses amounting to 44.83 million yuan through a discontinued "basic drug promotion plan" and fabricated accounts receivable by transferring funds through employee personal accounts [4]. - This fraudulent activity led to the company reversing credit impairment provisions of 44.83 million yuan, resulting in discrepancies in the 2023 annual report [5]. Financial Performance - In 2023, Shenqi Pharmaceutical reported a revenue of 2.341 billion yuan, a year-on-year decrease of 2%, while the net profit attributable to shareholders was 57 million yuan, reflecting a year-on-year increase of 17.41% [7]. - For the first half of 2025, the company achieved a revenue of 961 million yuan, a year-on-year decline of 13.47%, and a net profit of 32.81 million yuan, down 13.29% compared to the previous year [8]. Regulatory Actions - The Shanghai Securities Regulatory Bureau imposed corrective administrative measures on Shenqi Pharmaceutical, issuing warning letters to the then Chairman Zhang Taotao, General Manager Feng Bin, and Chief Financial Officer Chen Zhimian due to the irregularities in accounts receivable handling [7]. - The company has committed to rectifying the issues and submitting a corrective report within the stipulated timeframe to prevent future occurrences [7]. Company Background - Founded in 1983, Shenqi Pharmaceutical specializes in the research, production, and sales of pharmaceuticals, with products covering various therapeutic areas including oncology, respiratory, cardiovascular, and gynecological treatments [7].

Core Insights - The stock price of Shenqi Pharmaceutical (600613.SH) dropped over 7% in intraday trading due to receiving an administrative regulatory decision from the Shanghai Securities Regulatory Bureau regarding financial fraud [1][3] - The company misappropriated sales expenses amounting to 44.8383 million yuan through a discontinued "basic drug promotion plan" and created fictitious accounts receivable, leading to discrepancies in the 2023 annual report [1][3] Financial Performance - In 2023, Shenqi Pharmaceutical reported operating revenue of 2.341 billion yuan, a year-on-year decrease of 2%, while net profit attributable to shareholders was 57.007 million yuan, an increase of 17.41% [3] - For the first half of 2025, the company achieved operating revenue of 961 million yuan, a year-on-year decline of 13.47%, and net profit of 32.8081 million yuan, down 13.29% [4] Regulatory Actions - The Shanghai Securities Regulatory Bureau mandated corrective actions for Shenqi Pharmaceutical, issuing warning letters to the then Chairman Zhang Taotao, General Manager Feng Bin, and Chief Financial Officer Chen Zhimian [3] - The company acknowledged the issue stemmed from improper accounting treatment of accounts receivable and committed to rectifying the situation and submitting a corrective report within the stipulated timeframe [3] Company Background - Founded in 1983, Shenqi Pharmaceutical specializes in the research, production, and sales of pharmaceuticals, with products covering various therapeutic areas including oncology, respiratory, cardiovascular, and gynecological treatments [3]

| 热点回溯 加自选 均线 窗 预测 外 ◎日刊日日日 | 3350 | 创业板指 399006 | | | | --- | --- | --- | --- | --- | | | | 3236. 03 | +84.50 | +2.68% | | | | 创 / 板ETF广发 | 42.67% | 买指数 | | | | 三市成交额(沪深泉) | | 1.07 /117 | | | 2933 | 预估成交额 | | 1.98 / 17 | | | | 较上日此时 | | -1015 Z | | | | 深股通额度余额 | | 额度元足 | | | | 总市值 | | 17.65万亿 | | | 2511 | 流通市值 | | 14.16 /1 17 | | | | 最新 | 3236.03 BE V | 3151.53 | | | | 涨跌 | +84.50 元 | 3165.07 | | | | 涨幅 | +2.68% 最高 | 3240.78 | | | 2095 | 振幅 | 2.41%最低 | 3164.80 | | | | 现手 | 25116 車比 | 1.38 | | | | 总手 | 1.03 ...

2025.09.29 本文字数：2124，阅读时长大约4分钟 作者 |第一财经 李娜 尽管资本市场对算力泡沫发出的警告不断，但英伟达CEO黄仁勋依然对算力产业的发展调高了预期。在 近期一次访谈中，他预测AI推理即将迎来十亿倍的增长，并指出由AI增强的经济活动将催生一个每年5 万亿美元的AI基础设施资本支出市场。 值得注意的，就在访谈前的72小时，英伟达与OpenAI正式达成战略合作，黄仁勋称这笔交易为"能想象 到的最聪明的投资之一"。但也有券商分析师将这种交易模式比喻为金庸小说中的"梯云纵"——看似向 OpenAI投资1000亿美元，实则这些资金又以订单形式流回自家口袋。这种左脚踩右脚的模式，使英伟 达提前锁定利润。 面对这样的"算力激进者"，比起泡沫更担心的是错过，近一个月以来，如甲骨文、英特尔等厂商开始以 订单、资金或股权方式与英伟达结盟，一个以美国企业主导的AI新生态正在酝酿。而在国内算力市场 上，随着单颗算力芯片的焦虑逐步缓解，建立一个具有同样生命力和吸引力的生态系统也开始变得迫 切。 生态竞争进入拐点 不断被抬高的需求正在驱动全球算力竞赛进入淘汰赛阶段。 在英伟达与OpenAI的合作中，计划建设高达 ...

Group 1 - Storage chip concept stocks are actively trading, with Shannon Chip rising over 6%, and other companies like Demingli, Baiwei Storage, and Xiechuang Data also seeing gains [2] - Adata, a major storage module manufacturer, announced it will stop quoting DDR4 prices starting from the 29th, prioritizing the supply of DDR5 and NAND flash memory to key customers [2] - The battery sector is performing well, with Tianji shares rising over 9%, and other companies like Hunan Youneng, Penghui Energy, Wanrun New Energy, Rongbai Technology, and Tianhong Lithium Battery also experiencing increases [2] Group 2 - The A-share market opened with mixed results, with the Shanghai Composite Index flat, the Shenzhen Component Index up 0.3%, and the ChiNext Index up 0.43% [3] - The Hang Seng Index opened up 0.74%, and the Hang Seng Tech Index rose 0.67%, with pharmaceutical stocks rebounding, such as Laike Pharmaceutical rising nearly 15% [5] - The Ministry of Industry and Information Technology and seven other departments issued a plan for the non-ferrous metals industry to stabilize growth from 2025 to 2026, emphasizing the comprehensive utilization of emerging solid waste like used power batteries and photovoltaic components [2]

Group 1 - The core viewpoint of the news is the strong performance of stocks related to Moer Thread, with significant price increases observed in several companies [1][2] - As of the report, Chuling Information saw a rise of over 17% to 25.88, while Zhongke Lanyun increased by over 12% to 159.19 [2] - Yingqu Technology reached a peak increase of 9.81% to 20.70, and Heertai and Lianmei Holdings also showed notable gains [2] Group 2 - On September 26, the Shanghai Stock Exchange announced that Moer Thread's IPO application was approved, taking only 88 days from acceptance to approval [1][2] - The stock of Moer Thread (02GN2396) rose by 2.7% to 985.27, indicating positive market sentiment towards the company [2]