*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 | 股票名称 | 监控开始日期 监控结束日期 异动开始日期 | | --- | --- | | 香农芯创 | 2025-10-27 2025-11-07 2025-09-05 | | 300475 | | | *ST元成 | 2025-10-24 2025-11-06 未披露 | | 603388 | | | *ST东易 | 2025-10-22 2025-11-04 未披露 | | 002713 | | | 大有能源 | 2025-10-22 2025-11-04 未披露 | | 600403 | | | 华建集团 | 2025-10-22 2025-11-04 未披露 | | 600629 | | ...

Market Overview - US stock markets saw a broad increase last Friday, with the Dow Jones rising by 1.01%, the Nasdaq by 1.15%, and the S&P 500 by 0.79%. Notably, Apple reached a record closing price of $262.83 [1] - The core CPI in the US for September grew by 0.2%, marking the slowest growth in three months, which has heightened expectations for another interest rate cut by the Federal Reserve [2] Company Developments - NVIDIA's CEO Jensen Huang will deliver a keynote speech at the NVIDIA GTC event from October 27 to 29 [3] - IBM announced that common AMD chips can run quantum computing error correction algorithms [4] - Elon Musk's Neuralink co-founder achieved a milestone in artificial vision [5] - Goldman Sachs significantly raised Alibaba's capital expenditure forecast to 460 billion yuan, citing explosive growth in inference demand and increased AI efficiency driving stronger revenue [6] Domestic Events - China and the US reached a basic consensus on trade negotiations in Kuala Lumpur, agreeing to further define specific details and follow domestic approval procedures [7] - President Xi Jinping will attend the APEC informal leaders' meeting in South Korea from October 30 to November 1 [7] - The People's Bank of China emphasized the need for a robust monetary policy framework and the promotion of the internationalization of the renminbi [7] Industry Insights - The National Development and Reform Commission aims to promote quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and 6G mobile communication as new economic growth points [8] - Tencent disclosed that AI now generates 50% of its new code, with a 67% year-on-year increase in R&D automation levels [9] Stock Market Highlights - A new IPO for Fengbei Biotechnology is set at a price of 24.49 yuan per share, requiring a minimum subscription value of 110,000 yuan [24] - Several companies announced significant changes, including Ying Tang Intelligent Control planning to acquire stakes in Guanglong Integration and Ao Jian Microelectronics, and Shutaishen planning to raise up to 1.253 billion yuan for innovative drug development [25] Performance Metrics - Notable companies reaching historical highs include Xiangnan Chip Creation with a 20% increase, and Jin Feng Technology with a 170.64% rise in net profit for Q3 [26][25]

10月27日新股申购 (共1) | 丰倍生物(沪市主板,60 | | --- | | 申购代码 | 732334 | | --- | --- | | 发行价格 | 24.49元 顶格 | | 总市值 | 26.35亿 | | 发行市盈率 | 30.47 行业 | | 同业可比公司 | 卓越新能 同业公司 | | | 动态市盈率 嘉澳环保 | | | 废弃资源综合利用业务： 81.57%; | | 主营构成 | 油脂化学品: 18.29%; | | | 其他: 0.14% | | | 1、公司深耕弃油脂资源综合利用领域10余年,是 | | | 拓者、推动者,现已形成较为完整的"废弃油脂- | | | 弃资源再生产业链,并开拓了生物基材料在农化 | | | 2、在生物燃料方面，公司客户覆盖TRAFIGURA、 | | --- | --- | | 业务及亮点 | 商，以及 BIOSYNTECHANDELS GMBH、CARGII | | | 2024年末，公司生物柴油产能规模位居我国生物 | | | 油市场占有率约4.68%。 | | | 3、2023年公司农药助剂的国内市场占有率约为 | | | 为6.46%。 ...

据科技日报10月25日报道，近日，北京大学化学与分子工程学院彭海琳教授团队及合作者通过冷冻电子 断层扫描技术，首次在原位状态下解析了光刻胶分子在液相环境中的微观三维结构、界面分布与缠结行 为，指导开发出可显著减少光刻缺陷的产业化方案。 相关论文近日刊发于《自然·通讯》。为破解难题，研究团队首次将冷冻电子断层扫描技术引入半导体 领域。研究人员最终合成出一张分辨率优于5纳米的微观三维"全景照片"，一举克服了传统技术无法原 位、三维、高分辨率观测的三大痛点。 银河证券指出，光刻胶主要用于微电子领域的精细线路图形加工，近年来，光刻胶成为了决定半导体芯 片制程水平的关键材料。高端半导体光刻胶的核心技术主要掌握在日、美等国际厂商手中，且市场集中 度较高。我国起步较晚，虽然目前在中低端的KrF光刻胶和i线光刻胶领域实现了较高的国产化率，但是 在中高端的ArF光刻胶、EUV光刻胶领域仍亟待突破。 根据弗若斯特沙利文市场研究，中国半导体光刻胶市场规模从2019年27.8亿元增长至2023年64.2亿元， 年复合增长率23.3%，预计2028年境内半导体光刻胶市场规模将达到150.3亿元，年复合增长率18.5%， 高于全球半导体 ...

广发证券认为大会作为中国金融政策的"风向标"，本届论坛将释放重要政策信号，为市场提供理解全球 变局下中国金融开放与改革路径的关键窗口。 大金融迎来密集催化： 首先，10月24日，中国人民银行党委书记、行长潘功胜主持召开党委会议，落实主要金融单位学习贯彻 党的二十届四中全会精神会议要求。 会议指出，拓展丰富中央银行宏观审慎和金融稳定功能，维护股市、债市、汇市等金融市场平稳运行， 建设安全高效的金融基础设施体系。稳步推进数字人民币研发和应用。 其次，证监会在党委传达贯彻党的二十届四中全会精神会议时强调，着力增强资本市场的韧性和抗风险 能力。加强长效化稳市机制建设，持续夯实市场稳定的内在基础。 着力提高资本市场制度的包容性、 适应性。深化科创板、创业板改革，充分发挥新三板、私募股权和创业投资等多层次股权市场培育功 能。 此外，2025金融街论坛年会将于10月27日至30日在北京金融街举行，中国人民银行行长潘功胜、金融监 督管理总局局长李云泽、中国证监会主席吴清将出席年会并作主题演讲。大会将有来自30多个国家、地 区的400余名重要嘉宾参加。 广发证券也表示，市场风偏波动但不改增量资金入市趋势，券商板块景气度有望震荡 ...

*风险提示：股市有风险，入市需谨慎 A股相关概念股有浙大网新 、恒为科技等。 *免责声明：文章内容仅供参考，不构成投资建议 据中证报报道，据报道，近日，全球首款类脑智算体——"智者一号"在横琴粤澳深度合作区发布。其通 过适配原创性的直觉神经网络类脑算法，成功将超算能力浓缩至迷你冰箱大小的设备中，在实现超算能 力高度集成化的同时，也为传统超算中心与智能算力集群的能效提升提供了全新路径。 中证报指出，类脑智算（类脑智能计算）是一种模拟人脑神经网络结构与信息处理机制的新型计算范 式，通过硬件与算法的协同创新，实现高效、低耗、可解释的智能处理。类脑芯片与存算一体架构将突 破传统冯·诺依曼瓶颈，实现算力密度与能效的指数级提升。类脑智算通过硬件小型化、算法可解释性 及低能耗优势，正重塑智能计算的底层逻辑，推动智能应用从"千人一面"转向"千人千面"，重构医疗、 教育、工业等领域的服务模式。 ...

Group 1: Industry Insights - The National Development and Reform Commission and five other departments have announced the inclusion of 49 destinations, including "Jinhai Lake Outdoor Sports Destination" in Beijing's Pinggu District, in the first batch of high-quality outdoor sports destination construction areas to receive focused support [1] - The construction of high-quality outdoor sports destinations is aimed at providing precise support and empowerment to regions with outdoor sports resource endowments and development foundations, which is a significant measure to promote the development of China's outdoor sports industry [1] - As of early April 2025, the number of participants in outdoor sports in China is expected to exceed 400 million, indicating a rapid development of the outdoor sports industry and its growing importance in driving economic growth within the sports sector [1] Group 2: Company Profiles - Sanfu Outdoor focuses on the independent research and development and agency operation of professional functional outdoor sports products, forming a "brand + channel" main business model to meet the comprehensive needs of outdoor sports enthusiasts [2] - Yingshi Innovation has been dedicated to the research, production, and sales of panoramic cameras and action cameras since its establishment, positioning itself as a globally recognized provider of smart imaging devices based on panoramic technology [2]

Group 1 - JD Logistics announced plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its position in the smart logistics sector [1] - During this year's 11.11 shopping festival, JD Logistics deployed its "Wolf Pack" series robots across over 20 provinces in China and more than 10 countries globally, making it the logistics company with the most extensive application of robots in China [1] - The logistics industry is driven by the urgent need for cost reduction and efficiency improvement, which is a core motivation for the development of unmanned logistics vehicles [1] Group 2 - Recent technological advancements in perception devices such as LiDAR, cameras, and millimeter-wave radar have significantly improved the sensing capabilities of unmanned logistics vehicles [1] - Continuous optimization of decision-making algorithms allows unmanned logistics vehicles to make more precise decisions in complex environments, supporting their commercial application [1] - The unmanned logistics industry is expected to accelerate towards a commercialization inflection point by 2025, driven by policy benefits, cost optimization, and technological breakthroughs [1] Group 3 - Tianzhun Technology has been developing unmanned logistics vehicles since 2018 and has achieved sales with major players like Cainiao, New Stone Age, Meituan, and JD [2] - Desay SV has launched its "Chuanxing Zhiyuan" brand in September this year, introducing two models of low-speed unmanned logistics vehicles, marking the beginning of the industry’s vehicle-grade era [2]

Group 1: Brain-like Computing - The world's first brain-like computing device, "Zhi Zhe No. 1," has been launched, integrating supercomputing capabilities into a mini-fridge-sized device, providing a new path for energy efficiency in traditional supercomputing centers and intelligent computing clusters [1] - Brain-like computing simulates the structure and information processing mechanisms of the human brain, achieving efficient, low-energy, and interpretable intelligent processing through hardware and algorithmic innovation [1] - The development of brain-like chips and storage-computing integrated architecture is expected to break the traditional von Neumann bottleneck, significantly enhancing computing density and energy efficiency [1] Group 2: Warehousing and Logistics - The China Federation of Logistics and Purchasing has initiated a proposal to oppose "involution-style" competition in the warehousing industry, emphasizing the need for fair pricing based on production costs and market demand [2] - Warehousing operators are encouraged to focus on digital transformation through technology upgrades and process optimization to enhance operational efficiency and core competitiveness [2][3] - The warehousing and logistics industry is undergoing profound changes driven by e-commerce growth, manufacturing upgrades, and global supply chain restructuring, with a projected market size of 3.5 trillion yuan by 2030 [3] Group 3: Air Battery - The Ministry of Industry and Information Technology has highlighted the importance of technological innovation in the development of new battery materials, including all-solid-state batteries and metal-air batteries, to accelerate their industrialization [3] - Metal-air batteries, utilizing common metals like zinc and magnesium, offer advantages in energy density, charging time, range, environmental impact, and safety compared to lithium-ion batteries, indicating a broad application prospect [4] Group 4: Photoresist - A research team from Peking University has successfully analyzed the micro-3D structure and entanglement behavior of photoresist molecules in liquid environments, leading to a solution that significantly reduces photoresist defects in advanced chip manufacturing [4] - This breakthrough not only addresses long-standing issues in chip yield but also provides a powerful tool for in-situ research of chemical reactions at the atomic/molecular scale, promoting defect control and yield improvement in semiconductor manufacturing [4] Group 5: Large Aircraft - Brunei has approved its national airline to operate Chinese-made passenger aircraft, marking a significant legal foundation for the entry of Chinese jets into the Brunei market and reflecting recognition of China's aviation design capabilities [5] - China Commercial Aircraft Corporation predicts that by 2042, the global fleet of passenger aircraft will reach 48,455, with Chinese aircraft accounting for 9,969 units (21% of the total), indicating a potential shift in market dynamics [5] Group 6: Autonomous Driving - NVIDIA has announced a collaboration with Uber to develop autonomous driving technology, leveraging Uber's extensive real-world driving data to train NVIDIA's models [6] - This partnership aims to maintain leadership in the autonomous driving sector, with NVIDIA's infrastructure expected to accelerate development processes [6] Group 7: Multi-modal Applications - Ant Group is set to launch a new AGI multi-modal application called "Lingguang," featuring an "AGI camera" function that can recognize and understand the world [7] - The launch of "Lingguang" signifies Ant Group's entry into the AGI multi-modal space, with potential revenue projections of over 10 billion yuan within three years [7] Group 8: Macro and Industry News - China and the U.S. held trade discussions in Kuala Lumpur, reaching preliminary consensus on several important economic and trade issues [8] - As of September 30, China's total installed power generation capacity reached 3.72 billion kilowatts, a year-on-year increase of 17.5% [8] - The People's Bank of China will conduct a 900 billion yuan MLF operation to maintain liquidity in the banking system [8] - The stock private equity position index has risen to 79.68%, the highest this year, indicating increased market confidence [8]

Core Viewpoint - The overall sentiment among brokerage strategy analysts is optimistic about the market outlook, with a particular focus on the technology sector as a main investment theme [1][2][3]. Group 1: Market Trends and Drivers - The upcoming trade negotiations between China and the U.S., along with expectations of interest rate cuts from the Federal Reserve, are expected to strengthen the technology growth trend [1][2]. - The market has shifted back to a performance-driven structure, with two emerging themes: supply chain security and the expansion of AI from cloud to edge computing [1][3]. - The "Fifteen Five" plan marks a strategic shift from a defensive to an offensive approach, emphasizing proactive economic development and high-level technological self-reliance [1][3][4]. Group 2: Sector Focus and Investment Opportunities - The technology sector remains a long-term focus, with significant attention on AI and its applications, particularly as major tech companies prepare to release earnings reports [2][3]. - Analysts highlight the potential for manufacturing companies to benefit from China's competitive advantages and the high costs of resetting overseas production capacities [1][3]. - The "Fifteen Five" plan is expected to enhance the strategic position of technology development, creating new opportunities for investment in sectors such as AI, quantum technology, and advanced manufacturing [4][5]. Group 3: Policy Implications - The recent policy statements from the Fourth Plenary Session are seen as reducing the likelihood of contractionary policies, which could support a bull market extending into 2026 [1][4]. - The focus on domestic consumption and supply chain security is expected to lead to more structured and sustained consumption stimulus policies [4][5]. - The overall policy environment is perceived as favorable for the A-share market, particularly in technology, manufacturing, and consumer sectors [4][5].