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【公告全知道】CPO+商业航天+6G+芯片+算力+数据中心!公司参与低轨星座星载天线相关工作
财联社· 2025-12-22 15:31
Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, share buybacks, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - Companies involved in key sectors such as CPO, commercial aerospace, 6G, chips, computing power, and data centers are mentioned, indicating their participation in low-orbit satellite antenna work and possession of optical module products [1] Group 2 - A company in the Hainan Free Trade Zone plans to issue 1.6 billion yuan in convertible bonds for data center projects, indicating a focus on data infrastructure [1] - Another company is investing 1 billion yuan in the construction of a high-performance HDI printed circuit board project, emphasizing advancements in autonomous driving and computing power [1]
特斯拉股价创历史新高
财联社· 2025-12-22 15:00
Group 1 - Tesla's stock price reached an all-time high, with a recent increase of over 3.5%, bringing its market capitalization to $1.66 trillion [1] - Over the last 120 trading days, Tesla's stock has accumulated a gain of approximately 60% [1] - The stock's latest trading data shows a price of $489.880, with a high of $498.820 and a low of $487.630, reflecting a change of 3.58% [2]
实控人被采取刑事强制措施,两家A股公司最新公告

财联社· 2025-12-22 14:03
交建股份(603815.SH)今日公告称, 公司实际控制人俞发祥因涉嫌犯罪被绍兴市公安局采取刑事强制措施, 案件正在调查过程中。 目前公司未收到有关机关要求公司协助调查的通知,控制权未发生变化,生产经营一切正常,不会对公司正常生产经营产生重大影响。 祥源文旅(600576.SH)同日公告称, 公司实际控制人俞发祥因涉嫌犯罪被绍兴市公安局采取刑事强制措施, 案件正在调查过程中。 截至公告披露日,公司未收到有关机关要求公司协助调查的通知,公司控制权未发生变化。俞发祥未在公司担任任何职务,公司生产经营一切正 常,上述事项不会对公司正常生产经营产生重大影响。 浙江祥源文旅股份有限公司 关于公司实际控制人被采取刑事强制措施的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 浙江祥源文旅股份有限公司(以下简称"公司")于2025年12月22日收 到公司实际控制人俞发祥先生家属通知,俞发祥先生因涉嫌犯罪被绍兴市公安局 采取刑事强制措施,案件正在调查过程中。 截至本公告披露日,公司未收到有关机关要求公司协助调查的通知,公司控 制权未发生变 ...
上海未来五年要这么干!十二届市委八次全会审议通过上海“十五五”规划建议
财联社· 2025-12-22 13:36
Core Viewpoint - The Shanghai Municipal Committee's plenary session emphasizes the importance of implementing the spirit of the 20th National Congress and the subsequent plenary sessions, focusing on high-quality economic development and the construction of a modern socialist international metropolis with global influence by 2035 [1][3][4]. Group 1: Economic Development Goals - The "15th Five-Year Plan" period is identified as a critical phase for Shanghai's transformation and upgrading, aiming for significant breakthroughs in high-quality development and urban governance [4][6]. - By 2035, Shanghai aims to double its per capita GDP compared to 2020 levels and achieve international leadership in key development indicators [6][9]. Group 2: Strategic Focus Areas - The session highlights the need to enhance the construction of the "Five Centers" (economic, financial, trade, shipping, and technological innovation) to boost Shanghai's global competitiveness [7][8]. - Emphasis is placed on fostering a modern industrial system and promoting high-quality service sector development, alongside enhancing the international financial center's capabilities [7][8]. Group 3: Urban and Social Development - The plan includes improving urban spatial layout, promoting regional coordinated development, and enhancing the quality of life for residents through better public services and social security systems [9][10]. - There is a strong focus on green and low-carbon transformation, aiming to create a harmonious relationship between humans and nature [10][12]. Group 4: Governance and Leadership - The session stresses the importance of strengthening the Party's leadership and ensuring effective governance to achieve the outlined economic and social goals [11][12]. - It calls for a comprehensive approach to risk management and social governance to maintain stability and order in urban operations [14].
黄金,大涨
财联社· 2025-12-22 13:24
准确 快速 权威 专业 现货黄金日内涨幅扩大至2%,报4425.9美元/盎司, 续创历史新高。 下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...
高盛唱多中国股市
财联社· 2025-12-22 12:12
以下文章来源于科创板日报 ,作者卞纯 该行还指出,上市公司海外营收增长预计将推动MSCI中国指数成分股的盈利到2030年每年增加约1.5%,中国AI科技生态系统的估值已重 新评估,但考虑到中国在资本支出方面的潜在增长空间以及对人工智能商业化的重视程度,与美国相比仍然显得便宜。 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。 受益于投资者重估中国科技行业价值,以及家庭储蓄流入股市等利好,今年中国股票强劲反弹。高盛最新预测, 中国股票在2026年料将延 续涨势 。 "我们预计(中国股票)牛市将持续,但上涨节奏会有所放缓。"以高盛首席中国股票策略师刘劲津为首的分析师团队在周一发布的报 告中表示。 高盛分析师认为,中国股市周期正从'预期驱动'转向'盈利驱动',在这一阶段,盈利兑现与估值温和扩张将成为推动回报的核心动力。报告 指出, 中国企业盈利明年可能增长14%,2027年或继续增长12% ; 而估值扩张程度或在10%左右。 高盛分析师重申, 中国股票市场到2027年底可能再上涨38% 。 刘劲津上个月曾表示,AI引领的中国股票上涨远非泡沫,因为中国科技公司仍有空间通过专注于AI应用来提 ...
【风口研报】服务器液冷+空芯光纤+高速铜缆+电源线+连接器,这家公司已取得全球领先AI芯片公司code,加速产品导入
财联社· 2025-12-22 12:01
Core Viewpoint - The article emphasizes the importance of tracking high-quality research reports and survey information to identify potential investment opportunities and market trends in the AI chip industry [1]. Group 1: Company Developments - A company has achieved a leading position in the global AI chip market by advancing the integration of server liquid cooling, hollow-core fiber, high-speed copper cables, power lines, and connectors [1]. - The company is accelerating product introduction in collaboration with a top AI chip firm, indicating strong growth potential in the sector [1]. Group 2: Industry Trends - Short-term disruptions are not expected to alter the trend of leading companies in the industry expanding their presence in overseas markets [1]. - Companies with overseas production capacity are anticipated to take on price-increasing orders in the future, reflecting a positive outlook for the industry [1].
从可用迈向成熟好用,鸿蒙进入规模化发展新阶段
财联社· 2025-12-22 12:01
Core Viewpoint - The narrative of China's self-operated operating system is gradually taking shape, with the Harmony ecosystem achieving significant milestones in user adoption and developer engagement [1][4][15]. Group 1: Ecosystem Growth - The number of devices running Harmony 5 and Harmony 6 has surpassed 32 million, with over 10 million registered developers and daily application downloads exceeding 8.8 million [1][4]. - The Harmony ecosystem is entering a new phase of scaled development, supported by major applications like WeChat and a rapid increase in mid-tail applications [3][6]. - The growth rate of Harmony devices is remarkable, with the number of devices increasing from 0 to 10 million in nearly 10 months, and from 10 million to 20 million in just over 2 months [4][11]. Group 2: Technological Advancements - Harmony's core technologies have been mastered, marking a significant step in China's technological self-reliance and innovation [4][13]. - The ecosystem now boasts over 350,000 applications and services, with major applications fully adapted to Harmony, covering 99.9% of consumer usage time [6][15]. - The introduction of new terminal products, such as the Huawei Mate 80 series and Mate X7, signifies a milestone in the maturity of the Harmony ecosystem, providing users with reliable alternatives to Android and iOS [11][12]. Group 3: Industry Impact - Harmony is driving a trillion-level digital economy market, with over 70 industry-specific versions of the open-source Harmony operating system launched [15]. - The technology innovations from Harmony are enabling developers to transition from being "ecosystem followers" to "rule makers," reshaping the software industry landscape [13][15]. - The collaborative ecosystem is essential for continuous growth, emphasizing that ecological construction is a process of shared development and innovation [12][15].
万科发布重要公告
财联社· 2025-12-22 11:14
Core Viewpoint - Vanke A (000002.SZ) announced an extension of the grace period for the fourth phase of its medium-term notes for 2022, allowing for a longer repayment timeline without penalties for late payments [1] Group 1: Announcement Details - The grace period for the repayment of principal and interest on the medium-term notes has been extended from 5 working days to 30 trading days [1] - During the grace period, no penalty interest will be charged, and the unpaid principal will continue to accrue interest at the original coupon rate [1] - The repayment order of the medium-term notes will not be inferior to that of any other bonds issued by the company that mature after December 15, 2025 [1] Group 2: Conditions and Restrictions - The issuer is prohibited from paying principal on any subsequent maturing bonds until the principal and interest of the current medium-term notes are fully paid [1] - The extension of the grace period only adjusts the repayment timeline and does not alter the original repayment order established for December 15, 2025 [1] - If the issuer pays principal on subsequent maturing bonds without fulfilling the obligations of the current medium-term notes, the unpaid principal and interest will become immediately due [1]
2026年A股休市安排公布
财联社· 2025-12-22 10:10
Summary of Key Points Core Viewpoint - The Shanghai and Shenzhen Stock Exchanges have announced the holiday trading schedule for 2026, detailing specific dates for market closures during various public holidays. Group 1: New Year Holiday - The market will be closed from January 1 (Thursday) to January 3 (Saturday), reopening on January 5 (Monday). Additionally, January 4 (Sunday) will be a weekend closure [2]. Group 2: Spring Festival - The market will be closed from February 15 (Sunday) to February 23 (Monday), resuming trading on February 24 (Tuesday). February 14 (Saturday) and February 28 (Saturday) will also be weekend closures [2]. Group 3: Qingming Festival - The market will be closed from April 4 (Saturday) to April 6 (Monday), reopening on April 7 (Tuesday) [3]. Group 4: Labor Day - The market will be closed from May 1 (Friday) to May 5 (Tuesday), resuming on May 6 (Wednesday). May 9 (Saturday) will also be a weekend closure [4]. Group 5: Dragon Boat Festival - The market will be closed from June 19 (Friday) to June 21 (Sunday), reopening on June 22 (Monday) [5]. Group 6: Mid-Autumn Festival - The market will be closed from September 25 (Friday) to September 27 (Sunday), resuming on September 28 (Monday) [6]. Group 7: National Day - The market will be closed from October 1 (Thursday) to October 7 (Wednesday), reopening on October 8 (Thursday). Additionally, September 20 (Sunday) and October 10 (Saturday) will be weekend closures [6].