《科创板日报》12月24日讯，今日科创板早报主要内容有：习近平对中央企业工作作出重要指示；北京 发放首批L3级高速公路自动驾驶车辆专用号牌；第六批国家高价值耗材集采启动；海博思创智造拟投 建20亿元储能工厂项目。 《科创板日报》主播小K为您播报。 商务部：坚决反对美针对无人机领域增列"不可信供应商清单" 商务部新闻发言人就美针对无人机领域增列"不可信供应商清单"事答记者问。有记者问：近日，美国联 邦通信委员会（FCC）发布公告，宣布将所有外国生产的无人机系统及其关键零部件等列入"不可信供 应商清单"（Covered List），请问中方对此有何回应？答：美方以所谓"国家安全"为由，将所有外国生 产的无人机系统及其关键零部件等列入"不可信供应商清单"，中方对此坚决反对。近年来，美方不顾中 美两国企业开展正常商业交易和贸易往来，不顾中美两国业界的强烈呼声，一再泛化国家安全概念，动 用国家力量打击包括中国企业在内的他国企业，这是典型的市场扭曲和单边霸凌做法。中方敦促美方停 止错误做法，立即撤销有关措施。若美方继续一意孤行，中方将坚决采取必要措施，坚定维护中国企业 的正当权益。 北京发放首批L3级高速公路自动驾驶车辆 ...

Group 1 - The Ministry of Commerce of China strongly opposes the U.S. decision to include all foreign-produced drone systems and key components in the "untrusted supplier list," citing market distortion and unilateral bullying practices [1] - The sixth batch of national high-value medical consumables procurement has been officially launched, introducing new mechanisms such as anchor pricing and multiple reactivation mechanisms to prevent malicious low pricing [2] - Shanghai Gold Exchange has issued a notice to strengthen market risk control due to recent volatility in precious metal prices, urging members to enhance risk awareness and maintain market stability [3] Group 2 - Beijing has issued the first batch of L3-level highway autonomous vehicle special license plates, marking a significant milestone in the production of autonomous vehicles in China [4] - LME copper prices have reached a historical high of $12,001.99 per ton, indicating a strong upward trend in upstream resources, including gold and silver [5] - Semiconductor company SMIC has implemented a price increase of approximately 10% on certain production capacities, driven by rising demand from mobile applications and AI [6] Group 3 - U.S. third-quarter GDP growth exceeded expectations, leading to a collective rise in major U.S. stock indices, with the Dow Jones up 79.73 points and the Nasdaq up 133.02 points [7] - The U.S. dollar index fell by 0.34%, while gold and silver prices saw significant increases, with silver reaching a historical high of $71.5784 [9] - Despite the overall rise in indices, approximately 3,600 individual stocks declined, indicating a lack of coordination among stocks [10] Group 4 - A radioactive water leak incident occurred at a nuclear reactor in Japan, with approximately 20 milliliters of water leaking, but no significant radiation exposure to workers has been reported [11] - New regulations will be implemented in China starting January 1, 2026, prohibiting kindergartens from charging fees beyond tuition and care fees under various names [12] - Companies such as Guolian Aquatic Products and Dahu Co. are highlighted as potential investment targets in light of upcoming regulatory changes [12]

"整体来说，当前公司产线仍处于供不应求状态，出货量还无法完全满足客户需求。"在11月14 日举行的中芯国际2025年第三季度业绩说明会上，中芯国际联合首席执行官赵海军透露，四季 度是传统淡季，客户备货有所放缓，但由于产业链切换迭代效应持续，将"淡季不淡"。 记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 有公司反映，预计涨价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施 了涨价。 "由于手机应用和AI需求持续增长，带动套片需求，从而带动了整体半导体产品需求的增 长。"对于中芯国际涨价的原因，有半导体业内人士解读，原材料涨价也是其中因素。 此外，台积电确认整合8英寸产能，并计划在2027年末关停部分生产线，或也引发晶圆厂涨价预 期。 事实上，由于需求旺盛，中芯国际、华虹公司的产能利用率持续增长，并已接近满载或超过满 载。 中芯国际在三季报中披露，第三季度，公司产能利用率上升至95.8%，环比今年第二季度的 92.5%增长3.3个百分点。 | | 2025 年第三季度 | 2025 年第二季度 | 2024 年第三季度 | | --- | --- | --- | --- ...

Group 1: Market Overview - US stock market has seen four consecutive days of gains, with the Dow Jones up 0.16%, Nasdaq up 0.57%, and S&P 500 up 0.46% [1] - Nvidia shares rose by 3.01%, while Amazon, Google A, Meta, Apple, and Microsoft saw increases of up to 1.62%, with Tesla down by 0.65% [1] - US GDP for Q3 exceeded expectations, growing by 4.3%, marking the fastest growth in two years [1] Group 2: Semiconductor Industry - Semiconductor company SMIC has implemented a price increase of approximately 10% on some of its production capacity, driven by rising demand from mobile applications and AI [9] - TSMC confirmed the consolidation of its 8-inch capacity and plans to shut down some production lines by the end of 2027, reinforcing industry price increase expectations [9] - Analysts believe that the sustained growth in demand will provide long-term growth momentum for domestic semiconductor companies [9] Group 3: Robotics Sector - Hangzhou Yundongchu Technology Co., a national high-tech enterprise, is set to launch its IPO in December 2025, focusing on embodied intelligent robotics [8] - The company aims to establish a full-chain technology system for robotics, with applications in various sectors including industrial and logistics [8] - Analysts predict that the humanoid robot market in China will see a compound annual growth rate of over 61% from 2024 to 2030, reaching nearly 38 billion yuan by 2030 [8] Group 4: Uranium Market - Goldman Sachs predicts that the supply shortage of uranium will expand to 32%, with at least a 20% price increase expected by the end of next year [4] Group 5: Chemical Industry - The price of chlorosulfonic acid has surged, with the latest market average reaching 3,500 yuan per ton, a daily increase of 222 yuan, marking a 6.77% rise [10][11] - The demand for high-purity battery-grade chlorosulfonic acid is expected to grow due to the increasing performance requirements in the electric vehicle and energy storage markets [11] Group 6: Corporate Announcements - ServiceNow is acquiring cybersecurity startup Armis for $7.75 billion in cash to expand its network security capabilities [3] - Zhenyu Technology plans to raise no more than 1.88 billion yuan for lithium battery precision structural components expansion projects [14]

会议强调，明年工作的总体思路是：坚持稳中求进工作总基调，坚持想明白干实在，坚持专业敬业，坚 持因地制宜、分类指导，更好统筹投资于物和投资于人，更好统筹惠民生和稳增长，更好统筹防风险和 促转型，大力实施城市更新，着力提升城市治理水平，推动房地产高质量发展，加快建筑业提质升级， 系统推进好房子、好小区、好社区、好城区"四好"建设，建设创新、宜居、美丽、韧性、文明、智慧的 现代化人民城市，开创住房城乡建设事业高质量发展新局面，为实现"十五五"良好开局作出贡献。 乌克兰或将制裁中国公民，外交部：敦促乌方立即纠正错误 据北京日报，12月23日，外交部发言人林剑主持例行记者会。 美方称中国在最新的发射井中部署100多枚洲际导弹，中方回应 【头条要闻】 住建部发声！着力稳定房地产市场 12月22日至23日，全国住房城乡建设工作会议在北京召开。 乌通社记者提问，目前，围绕结束俄乌战争的和平方案，相关谈判正在推进中。中国在这一和平进程中 扮演什么角色？第二个问题，乌克兰总统泽连斯基表示，乌克兰即将通过一项新的制裁方案，针对那些 协助俄罗斯实施"侵略"行为的俄罗斯实体和个人，该制裁还将包括中国公民。外交部对此有何评论？ 林剑表示 ...

据上海证券报报道，从多个渠道求证获悉，中芯国际已对部分产能实施涨价，涨幅约10%，相关公司反 馈涨价将很快执行。此前存储产品因价格过低，晶圆厂已率先启动涨价。 华虹公司：大陆第二大晶圆代工厂，公司指引四季度毛利率将大体维持三季度的水平。展望明年，一方 面市场需求旺盛，公司晶圆价格有继续上行的空间，另一方面无锡的12寸厂产能持续释放带来增长。 *免责声明：文章内容仅供参考，不构成投资建议 国金证券认为，中芯国际Q4呈现淡季不淡态势，尽管新增产能导致当季产能利用率环比降至85.5%，但 全年平均产能利用率达85.6%，在行业竞争中保持稳健优势；台积电积极扩张AI产能的动作，将进一步 带动产业链上下游需求释放，利好国产相关企业。 产业链层面，晶圆代工涨价将向上游设备、材料企业传导需求，向下游芯片设计公司形成成本传导，带 动整个半导体产业链进入景气上行周期。 据上市公司公告、互动平台及券商研报表示， 中芯国际：中国大陆技术最先进、规模最大的集成电路晶圆代工企业。 半导体业内人士解读，涨价核心驱动力来自手机应用和AI需求的持续增长，直接带动套片需求攀升， 进而拉动整体半导体产品需求增长，同时原材料涨价也助推了调价动作。 ...

Macro News - Xi Jinping emphasized the importance of central enterprises in supporting national strategies and enhancing core competitiveness, urging them to focus on their main responsibilities and optimize the layout of state-owned economy [4] - The meeting of central enterprise leaders highlighted the need for strong support in major infrastructure construction and the promotion of new infrastructure development [4] Industry News - Shenzhen banks have raised the minimum interest rate for business loans secured by real estate to 2.35% annually, up from a previous low of 2.2% [8] - The first batch of L3-level highway autonomous vehicle special license plates has been issued in Beijing, allowing conditional autonomous driving on specific highways [9] - The sixth round of national high-value medical consumables procurement has started, introducing a price anchor concept to balance price reductions and prevent malicious underpricing [9] Company News - SMIC has implemented a price increase of approximately 10% on certain production capacities [10] - Oriental Yuhong reported that its wholly-owned subsidiary in the U.S. was allegedly a victim of telecom fraud, with an involved amount of approximately 12.118 million yuan [10] - Aiko Cyber announced it won the bid for the BEST and HL-3 nuclear fusion power project [11] - Zhenyu Technology plans to raise no more than 1.88 billion yuan for lithium battery precision structural component expansion projects [11] Global Market - U.S. stock indices collectively rose, with the S&P 500 index reaching a new closing high [12] - International gold and silver prices hit historical highs, with COMEX gold futures rising by 1.02% to $4,515 per ounce and silver futures up by 4.44% to $71.61 per ounce [14]

Group 1 - JD.com reported a theft incident at its warehouse in the Paris area, with local police involved in the investigation. The company stated that the reported "significant loss data" does not match the actual situation, and operations have returned to normal [2][27] - SMIC has implemented a price increase of approximately 10% on some of its production capacity, driven by rising demand for semiconductor products due to growth in mobile applications and AI. The increase is also attributed to rising raw material costs [16] - Beijing has issued the first L3-level autonomous driving vehicle license plates, marking a significant milestone in the mass production of autonomous vehicles in China [13] Group 2 - The U.S. Department of Homeland Security announced a new rule prioritizing high-salary applicants for H-1B visas, replacing the previous random lottery system. This rule will take effect on February 27, 2026 [14] - The Chinese Ministry of Commerce expressed strong opposition to the U.S. adding foreign drone systems to an "untrusted suppliers list," citing concerns over market distortion and unilateral actions [9] - The State Administration for Market Regulation in China is set to implement stricter regulations on food safety responsibilities for live-streaming e-commerce operators [11]

LPR 连续 7 个月保持不变；资金面延续宽松，债市承压走弱 【内容摘要】12 月 22 日，资金面保持宽松态势；12 月 LPR 报价继续持稳，叠加股市上涨，债 市承压走弱；转债市场跟随权益市场延续上行，转债个券多数上涨；各期限美债收益率普遍上 行，主要欧洲经济体 10 年期国债收益率普遍上行。 一、债市要闻 （一）国内要闻 【LPR 连续 7 个月保持不变】12 月 22 日，央行授权全国银行间同业拆借中心公布，1 年期 LPR 为 3.00%，5 年期以上 LPR 为 3.50%，均与上月持平，连续 7 个月保持不变。 【李强主持召开国务院"十五五"规划《纲要草案》编制工作领导小组会议】12 月 22 日，中 共中央政治局常委、国务院总理李强主持召开国务院"十五五"规划《纲要草案》编制工作领 导小组会议，深入研究《纲要草案》编制工作。李强指出，目前《纲要草案》的编制已经有了 较好基础，下一步要集中力量、精益求精做好修改完善工作。要着眼于更好发挥规划引领作用， 紧紧围绕推动高质量发展这个主题来设定指标、安排政策、谋划项目，推动经济实现质的有效 提升和量的合理增长。 【关于地方政府债务风险问题整改，财政部、 ...

记者从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。有公司反映，预计涨 价会很快执行。但由于之前存储产品价格过低，晶圆厂早已率先对其实施了涨价。"由于手机应用和AI 需求持续增长，带动套片需求，从而带动了整体半导体产品需求的增长。"对于中芯国际涨价的原因， 有半导体业内人士解读，原材料涨价也是其中因素。此外，台积电确认整合8英寸产能，并计划在2027 年末关停部分生产线，或也引发晶圆厂涨价预期。事实上，由于需求旺盛，中芯国际、华虹公司的产能 利用率持续增长，并已接近满载或超过满载。（上海证券报） ...