以下文章来源于科创板日报 ，作者黄心怡 《科创板日报》注意到， 此次交易涉及到多家上市公司 。电连技术曾公告，公司参与投资的建广广连持有21.17%飞特控股股权，飞特控股通 过英国全资孙公司FTDI Holding Limited持有FTDI 80.2%的股权。华鹏飞则持有建广广鹏43.29%权益份额，建广广鹏持有飞特控股9.76%股 权。 对于英国政府强制出售的行政命令，中资企业曾于2024年12月提起司法复核，并申请了临时救济或暂停最终命令的效力。但英国高等法院在 2025年2月驳回了该申请。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 本月月底，中国建广资产管理有限公司（简称"建广资产"）持股的英国USB桥接芯片设计公司FTDI，将被强制出售。 2021年12月，中国半导体投资机构建广资产以4.14亿美元完成对英国芯片设计企业FTD I80.2%股权的收购，被视为中资在高端模拟芯片领域 一次战略性布局。 然而不到三年，这一交易却遭遇挫折。2024年11月5日，英国政府突然依据《2021年国家安全与投资法》（NISA）中的"回溯审查"条款，对这 项收购发起追溯审查，并发布 ...

Core Viewpoint - The acquisition of Butterfly Effect by Meta marks a significant event in the AI industry, highlighting the rapid growth and valuation of AI startups, particularly in the agent sector, with Manus being a standout product [2][7]. Group 1: Acquisition Details - Meta announced the acquisition of Butterfly Effect, which owns the AI product Manus, for a price rumored to be between $4 billion and $5 billion, making it Meta's third-largest acquisition to date [2][7]. - Prior to the acquisition, Butterfly Effect was seeking a new round of financing at a valuation of $2 billion, indicating a dramatic increase in its market value [7]. - The acquisition process was notably swift, taking only about ten days, with Mark Zuckerberg personally involved in the negotiations [7]. Group 2: Company Growth and Valuation - Manus was launched on March 5, 2023, and within a month, its valuation surged to nearly $500 million after a Series B funding round led by Benchmark Capital [8]. - The company achieved an annual recurring revenue (ARR) of $100 million shortly after its commercialization, positioning itself as one of the fastest-growing startups in the sector [8][9]. - Following the acquisition, the Manus team will continue to operate independently in Singapore, maintaining its existing products and services [9]. Group 3: Market Impact - The acquisition is expected to shift expectations among domestic startup teams and investors, potentially leading to more AI companies expanding internationally [9]. - Meta's integration of Manus is anticipated to enhance its consumer and enterprise product offerings, particularly in the realm of AI agents [9].

Core Viewpoint - The 2025 public fund champion is expected to be Yongying Technology Select, managed by Ren Jie, with a return rate of 240.56%, significantly ahead of the second-place fund by 63 percentage points [2][4][7]. Fund Performance - As of December 29, 2025, the top-performing fund, Yongying Technology Select, has a return rate of 240.56%, while the second-place fund, AVIC Opportunity Navigator, has a return rate of 177.15% [8]. - A total of 91 funds have achieved a return rate of over 100% this year, indicating a highly competitive environment for fund performance [6]. Historical Context - The last 18 years have seen no one break the record set by Wang Yawei in 2007, when his fund achieved a return of 226.24% [3][12]. - The emergence of Yongying Technology Select marks the first instance of a "double fund" in the A-share market in 18 years [7]. Fund Manager Profile - Ren Jie, the fund manager of Yongying Technology Select, has a background in finance and has been with Yongying Fund since 2018. He has gained recognition for his performance this year [9][11]. - The fund has seen significant inflows, with over 10 billion yuan raised in just one quarter, reflecting strong market interest [9]. Market Trends - The A-share market has experienced a structural bull market, with the Shanghai Composite Index rising over 19% this year, driven by sectors such as humanoid robots and innovative pharmaceuticals [5]. - The competition among funds has intensified, with many funds achieving high returns, but the focus remains on long-term investment strategies rather than short-term gains [10][18].

Group 1 - The article highlights the importance of satellite and launch vehicle materials, indicating that the company has positioned itself in high-end equipment products such as satellite and rocket engine casings, which are expected to benefit from the expansion of application scenarios [1] - The company's silicon photonics technology products are anticipated to break into the North American market, presenting significant growth potential, particularly as Google expands its computing power [1]

中国军号今日发布解放军无人机视角俯瞰台湾省画面： ...

现货黄金、白银经过昨日大跌后，今天集体迎来反弹。截至发稿，现货黄金涨1.50%，报4396.77美元/盎司； 现货白银涨4.85%，报75.64美元/盎 司。 ...

Group 1 - The core theme of 2025 is the emphasis on technological self-reliance and strength, alongside the continuous advancement of capital market institutional openness, leading to a solid step towards high-quality economic development in China [1] - The Shanghai Composite Index has reached 4000 points again after ten years, with the A-share market capitalization surpassing 100 trillion yuan, and the annual trading volume exceeding 400 trillion yuan for the first time [5] - The capital market is intensifying efforts to cultivate leading technology enterprises, with companies like Moer Technology and Muxi Co., Ltd. going public in quick succession [5] Group 2 - The Hainan Free Trade Port has fully closed its island on December 18, establishing itself as an important gateway for a new era of opening up [6] - A significant infrastructure project, the Yarlung Tsangpo River downstream hydropower project, is set to commence construction in July 2025, with a total investment of approximately 1.2 trillion yuan [6] - A new round of broker consolidation has begun, highlighted by the official listing of "Guotai Haitong," which becomes the largest A+H broker merger, and the establishment of Guolian Minsheng Securities, with CICC absorbing Dongxing Xinda, pushing total assets beyond 1 trillion yuan [7]

Core Viewpoint - The article reflects on the "structural bull market" in A-shares this year, encouraging investors to assess their performance and prepare for 2026 with patience and confidence [1] Summary by Relevant Sections - The article emphasizes the importance of reviewing the year's market dynamics and the emotional responses of investors, whether they experienced joy or disappointment [1]

Key Points - The Ministry of Finance and the State Administration of Taxation jointly announced a new policy regarding the value-added tax (VAT) on the sale of personal housing, effective from January 1, 2026. Individuals selling homes purchased for less than 2 years will be subject to a VAT rate of 3%, while those selling homes purchased for 2 years or more will be exempt from VAT [1] - The announcement also states that prior to January 1, 2026, individuals who have not yet declared and paid VAT on housing sales may apply the new policy if they meet the specified conditions [2]

国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。 支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结合实际自主合理制定。 通知提到，支持家电以旧换新。个人消费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水效标准的产品，按产品销售价 格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过1500元。 支持数码和智能产品购新。 个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件销售价格不超过6000元），按产品销售价格的 15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过500元。 ...