【导读】光模块、 PCB 概念股拉升走高，四会富仕走出 20cm 涨停，工业富联盘中涨停 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯～ 9 月 11 日， A 股三大指数开盘涨跌不一。开盘后市场短线跳水，随后拉升回暖。截至发 稿， A 股主要指数集体飘红，深证成指涨超 1% ，创业板指涨 1.7% 。 | 3819.69 | 12683.34 | 2953.41 | | --- | --- | --- | | 上证指数 +0.20% | 深证成指 +1.00% | 创业板指 +1.69% | 盘面上，上午医药生物板块大幅下跌，传媒、纺织服饰、美容护理、社服等板块不振；农业 股盘初走高，光模块、电路板等概念股集体拉升。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 覆铜板 4.49% | 电路板 4.50% | 光模块(CPO) 5.82% | 鸡产业 3.07% | | 射频及天线 3.27% | 生物育种 2.02% | 光芯片 3.81% | 服务器 2.95% | | 猪产业 | 玻璃纤维 | 抗生素 | 生物科技等权 | | --- ...

Core Viewpoint - The acquisition of Qinhuai Data China by Dongyangguang and its controlling shareholder marks the largest merger and acquisition transaction in China's data center industry to date, valued at 28 billion yuan [2][6]. Group 1: Acquisition Details - Dongyangguang and Shenzhen Dongyangguang Industrial Development Co., Ltd. plan to jointly increase capital in Yichang Dongshu No.1 Investment Co., Ltd. with amounts of 3.5 billion yuan and 4 billion yuan respectively [5]. - The acquisition will be executed through Dongshu No.3, a wholly-owned subsidiary of Dongshu No.1, which will acquire 100% of Qinhuai Data China's business operations [5][6]. Group 2: Strategic Importance - The chairman of Shenzhen Dongyangguang Industrial Development stated that this acquisition is a key step in integrating into the national "East Data West Computing" strategy, aiming to build a nationwide integrated computing power network [7]. - Post-acquisition, the focus will be on ensuring business continuity and stability while leveraging resources in liquid cooling materials, AIDC, and clean energy to create a collaborative digital infrastructure ecosystem [7]. Group 3: Financial Performance of Qinhuai Data - Qinhuai Data China reported a revenue of 6.048 billion yuan and a net profit of 1.309 billion yuan for 2024, with revenue of 2.608 billion yuan and net profit of 745 million yuan for the first five months of 2025 [8]. Group 4: Synergy and Collaboration - The collaboration will focus on four dimensions: regional layout, technology, product, and demand [8]. - In regional layout, Dongyangguang will provide low-cost green electricity and expansion bases leveraging its clean energy reserves in various locations [8]. - In technology integration, Dongyangguang's expertise in liquid cooling materials will combine with Qinhuai Data's business to create a comprehensive solution for the industry [8]. - In product and R&D collaboration, Dongyangguang's electronic components technology will complement Qinhuai Data's high-density AI server technology [9]. - In demand collaboration, Qinhuai Data will support Dongyangguang's rapidly growing intelligent robotics business by providing customized data center design and operation services [9].

Market Overview - On September 11, the Shanghai Composite Index opened down 0.16%, while the ChiNext Index rose by 0.46% [1] - Pharmaceutical stocks experienced significant declines, with companies like BeiGene, WuXi AppTec, and Tigermed opening down over 7% [1] - Over 4,400 stocks were down, with innovative drug concept stocks like BeiGene and Tigermed seeing declines exceeding 10% [1] Index Performance - The Sci-Tech 50 Index stood at 1247.69, down 0.91% [3] - The ChiNext Index was at 2907.80, up 0.12% [3] - The CSI 300 Index was at 4432.68, down 0.29% [3] - The total number of stocks that declined in the Wande All A Index was 4456, while 870 stocks rose [3] Pharmaceutical Sector Performance - The innovative drug index fell by 4.08%, with a net outflow of 17.83 billion [4] - Major pharmaceutical companies like BeiGene and Tigermed saw declines of 10.57% and 10.68%, respectively [5][6] - Other pharmaceutical indices, such as monoclonal antibody and generic drug indices, also reported declines of 4.05% and 3.71% [4] Notable Stock Movements - BeiGene (688235) traded at 283.50, down 10.57% with a market cap of 12.604 billion [5] - Tigermed (300347) traded at 57.36, down 10.68% with a market cap of 147.2 billion [6] - Kanglong Chemical (300759) traded at 30.36, down 7.72% with a market cap of 50%Z [7] Additional Pharmaceutical Stocks - Other notable declines included companies like Aopumai, Bidu Pharmaceutical, and Kailai Ying, with declines ranging from 5.91% to 6.30% [9]

以下文章来源于e公司 ，作者证券时报 张一帆 来源：e公司 "钢铁大亨"孙纪木入股振德医疗，去年曾举牌金固股份。 振德医疗（603301）9月10日晚间公告称，控股股东浙江振德及其全资子公司许昌园林当日与孙纪木等签署股份转让协议，浙江振德、许昌园林拟将其持有 的合计1332.26万股股份转让给孙纪木， 股份转让比例为5%。 协议转让股份的价格为26.74 元/股，以振德医疗9月10日收盘价29.45元/股估算，折价约10%，对应转让价款共计3.56亿元。 证券代码:603301 证券简称:振德医疗 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 公告编号:2025-033 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。 重要内容提示: 1、振德医疗用品股份有限公司(以下简称"公司")控股股东浙 江振德控股有限公司(以下简称"浙江振德") ...

双方认为，此次通话及时、必要，也富有成效，强调要进一步发挥元首外交对中美关系的战 略引领作用，妥善管控分歧，探讨务实合作，推动中美关系稳定发展。 2025年9月10日，中共中央政治局委员、外交部长王毅同美国国务卿鲁比奥通电话。 王毅表示，中美这两艘巨轮要共同前行，不偏航、不失速，就必须坚持两国元首的战略引领 不动摇，坚持落实两国元首重要共识不打折扣。美方近来采取的消极言行，损害了中方正当 权益，干涉了中国内政，不利于中美关系的改善与发展，中方明确反对。尤其在台湾等涉及 中方核心利益的问题上，美方务必谨言慎行。中美曾在二战期间为战胜军国主义和法西斯并 肩战斗，也应在新时期为世界的和平与繁荣开展合作，应对各种全球挑战，承担大国应尽责 任。 来源：外交部网站 ...

Core Viewpoint - The article highlights the significant rise in the stock prices of major technology companies, particularly Oracle, which saw a historic increase of 36%, marking its largest single-day gain since 1992. This surge is attributed to strong performance in the cloud business and positive market reactions to economic indicators suggesting a potential interest rate cut by the Federal Reserve [1][9][11]. Group 1: Oracle's Performance - Oracle's stock closed at $328.62 per share, with a market capitalization exceeding $920 billion, surpassing Walmart and JPMorgan [9]. - The company anticipates a 77% increase in cloud infrastructure revenue to $18 billion by fiscal year 2026, with projections reaching $32 billion, $73 billion, $114 billion, and $144 billion in subsequent years [11]. - Oracle's unfulfilled performance obligations (contracted but unrecognized revenue) reached $455 billion, a year-on-year increase of 359% [11]. Group 2: Market Trends and Economic Indicators - The Nasdaq and S&P 500 indices reached all-time highs, while the Dow Jones Industrial Average experienced a slight decline of 0.48% [4]. - The U.S. Producer Price Index (PPI) unexpectedly decreased by 0.1% month-on-month, with a year-on-year increase of 2.6%, leading to increased speculation about a potential interest rate cut by the Federal Reserve [18][19]. - The probability of a 50 basis point rate cut in September rose to 8%, while the likelihood of maintaining the current rate was assessed at 0% [19][22]. Group 3: Semiconductor Sector Performance - The semiconductor sector saw significant gains, with stocks like Nvidia rising nearly 4%, Broadcom increasing by 9.77%, and TSMC up by 3.79%, all reaching historical highs [13]. - Broadcom's CEO emphasized the importance of meeting AI computing demands, predicting that AI revenue will surpass total software and non-AI revenue within two years [15][16].

事发后约3小时，特朗普在社交媒体发文说柯克已经死亡，并向他的妻子和家人致以慰问。特朗普 同时下令全国降半旗致哀，一直持续到14日傍晚6时。犹他州媒体稍早报道，犹他州众议院议长 说，执法机构人员已向其报告柯克死讯。 来源：新华社 特朗普政治盟友演讲时遭枪击身亡 新华社消息，美国知名保守派活动人士、总统特朗普的政治盟友查理·柯克10日在犹他州奥勒姆市 的犹他山谷大学演讲时遭枪击身亡，终年31岁。 枪击事件发生在当天中午12时10分左右。根据当地媒体发布的现场视频画面，枪击发生时，柯克 身穿白色圆领衫，正坐在户外搭建的讲台中央，突然一声枪响，柯克用手捂住脖子，但未立即倒 下，现场一片混乱，人们四散奔逃。 美国联邦调查局局长卡什·帕特尔当天傍晚在社交媒体发文说，枪杀柯克的嫌疑人已经落网。 柯克是当前美国非常活跃的政治活动人士。他是保守派非营利性组织"美国转折点"的联合创始人， 也是特朗普"让美国再次伟大(MAGA)"支持者阵营最具影响力的"网红"之一。 柯克此次到访的犹他山谷大学，是其"证明我错了"巡回演讲的一站。根据活动设计，柯克邀请观众 上台与他一起辩论政治理念。当地媒体报道说，此前该校有学生联名要求取消柯克的演 ...

公告称，鉴于公司整体经营现状，拟初步为公司境内公司债券持有人提供整体重组方案，包 括现金购回、以物抵债、应收账款信托份额抵债、资产信托份额抵债、股票经济收益权兑付 和全额留债长展期。 首先是现金购回选项。富力地产拟对债券分三次进行折价（每张债券剩余面值的 20% ）购 回，预计购回总金额不超过 6 亿元（人民币，下同）。 【导读】富力地产给境内债券持有人六个选项，目前存续余额约为 144 亿元 中国基金报记者 南深 9 月 10 日晚，在港上市的富力地产发布公告称，向公司股东、证券持有人及潜在投资者提供 有关公司境内公司债券重组的资料。 第四是资产信托份额抵债。公司拟以实物资产收益权作为资产信托的基础资产，设立服务型 信托，每 100 元剩余面值的债券可申报登记价值为 35 元的资产信托份额。本次拟进行资产 信托份额抵债的未偿还债券本金余额合计不超过 57 亿元。 第五是股票经济收益权兑付。公司拟在香港向特殊目的信托定向增发股票数量不超过 2 亿 股，用于股票经济收益权兑付。处置定增股票所获外币资金净额等额的境内资金将用于偿付 获配股票选项的债券持有人。 第六是全额留债长展期。若本次境内债券重组经全部持有人会 ...

Core Viewpoint - The transfer of 15% equity in Wuyang Zikong will lead to a change in the controlling shareholder and actual controller, with the new controller being Yao Xiaochun from Gao Wu Zhuoyue [1][3]. Group 1: Share Transfer Details - The agreement for the transfer of shares was signed on September 10, with a total transaction value of 675 million yuan, translating to an approximate price of 4.03 yuan per share [3]. - The share transfer involves 8.44% of the total equity from Hou Youfu and 6.56% from Cai Min, resulting in Gao Wu Zhuoyue holding 15% of Wuyang Zikong post-transaction [3][4]. Group 2: Gao Wu Zhuoyue Background - Gao Wu Zhuoyue was established on August 9, 2024, with a registered capital of 552 million yuan, focusing on intelligent robotics, automotive parts, and industrial control systems [3][4]. - The funding for the acquisition includes 337.5 million yuan from Guangdong Zhongtai Industrial Technology Co., Ltd., and a bank project acquisition loan with a financing ratio not exceeding 60% of the transaction price [3][4]. Group 3: Board Restructuring and Future Plans - Following the share transfer, Wuyang Zikong will undergo a board restructuring, with a new board consisting of 9 members, including at least 4 nominated by Gao Wu Zhuoyue [4]. - Gao Wu Zhuoyue aims to leverage its control to enhance Wuyang Zikong's business development and profitability, with no immediate plans to alter the main business operations or conduct significant asset restructuring within the next 12 months [4][5].

暴雨预警 来源：中央气象台 央视新闻 中央气象台 9月11日06时 发布暴雨 黄 色预警： 预计， 9月11日08时至12日08时 ， 河南大部、山东南部、 安徽中北部、 江苏北部、湖北 中部、陕西南部、四川盆地中部和南部等地部分地区有大到暴雨， 其中， 河南东部和南部、 山东南部、安徽北部、江苏北部、四川盆地南部等地部分地区有大暴雨 （100～180毫米） 。上述部分地区伴有短时强降水（最大小时降雨量20～50毫米，局地可超过60毫米），局地 有雷暴大风等强对流天气 。 防御指南： 1.政府及相关部门按照职责做好防暴雨工作； 2.交通管理部门应当根据路况在强降雨路段采取交通管制措施，在积水路段实行交通引导； 3.切断低洼地带有危险的室外电源，暂停在空旷地方的户外作业，转移危险地带人员和危房居民到安全 场所避雨； 4.检查城市、农田、鱼塘排水系统，采取必要的排涝措施。 停课！非必要不外出！郑州紧急通知 9 月10日，河南郑州市城市管理局、郑州市气象局联合发布郑州主城区城市内涝气象风险预 警。 郑州市防汛抗旱指挥部决定于10日16时30分启动防汛四级应急响应 。 气象预报显示， 11日郑州市有暴雨、大暴雨，主要 ...