资金流入比率方面，雷科防务、亚光科技、海格通信等流入比率居前，主力资金净流入率分别为 20.05%、11.53%、10.21%。（数据宝） 太赫兹概念资金流入榜 截至11月28日收盘，太赫兹概念上涨2.69%，位居概念板块涨幅第4，板块内，18股上涨，雷科防务涨 停，亚光科技、天银机电、海特高新等涨幅居前，分别上涨13.48%、6.03%、3.91%。跌幅居前的有中 兴通讯、亨通光电、长飞光纤等，分别下跌0.50%、0.50%、0.25%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 钛白粉概念 | 4.31 | 禽流感 | -0.76 | | 海南自贸区 | 3.54 | 流感 | -0.49 | | 乳业 | 2.82 | 维生素 | -0.39 | | 太赫兹 | 2.69 | 肝炎概念 | -0.31 | | 磷化工 | 2.32 | 生物疫苗 | -0.30 | | 商业航天 | 2.25 | 医药电商 | -0.28 | | 福建自贸区 | 2.21 | 仿制药一致性评价 | -0.25 | ...

每经记者｜刘艳美 每经编辑｜杨欢 浙江日报消息，高水平建设"航运浙江"推进会11月27日在杭州召开，以促进有效降低全社会物流成本、推动内 河航运高质量发展。一批成效突出的交通运输结构调整"公转水"项目同时签约。 报道指出，2025年是"航运浙江"建设开局之年，浙江省已编制浙江省内河干线航道网规划，构建"五纵八横十 干"布局，规划二级航道1400公里，为项目落地和资金争取提供了关键依据。同时，发布内河高等级航道技术指 引2.0版，通过技术创新实现"不征地、少占地"。海河联运通道扩能升级取得新突破，四大海河联运通道协同推 进，瓯江航道加速贯通，温丽集装箱海河联运常态化运行，衢州港吞吐量有望突破1000万吨。 解读：浙江是海运大省，也是水运大省，坐拥世界第一大港和京杭运河等水运体系，兼具江河湖海禀赋优势。 去年，宁波舟山港货物吞吐量连续16年居全球第一，集装箱吞吐量连续7年居全球第三，仅次于上海和新加坡。 不仅如此，浙江全省内陆地市全部通江达海，内河航道近9800公里，国家高等级航道里程约1600公里，排名全 国第四。 既然如此，浙江为何还要进一步强调内河航运？ 从全国视野来看，内河航运是横贯东西、连接南北的重要通 ...

中国发展网讯 11月27日，2025世界智能制造大会在南京开幕。 2025世界智能制造大会以"数智驱动 新质领航"为主题，举办1场主题大会、1场市场化展览、12场专题活动、16场同期产业生态活动，持续构建国际化、高 端化、专业化的全球智能制造交流合作平台，通过全面展示智能制造领域的最新成果，深度探讨技术突破与产业变革的融合路径，为全球制造业高质量发展 注入源源不断的动能与活力。 大会现场 领航级智能工厂是当前工业和信息化部等六部门正在实施的"智能工厂梯度培育行动"中探索培育的最高层级，主要聚焦数字化转型、网络化协同和智能化变 革开展建设，旨在探索未来制造模式，打造全球领先的发展标杆。主题大会现场，宝钢股份、上海航天设备、徐工、南钢、镇海炼化、海康威视、潍柴动 力、青岛海尔、长飞光纤、武汉京东方、中联重科、格力电器、上海通用五菱、中海油海南分公司、成飞集团等首批15家领航级智能工厂主要负责人首次集 体亮相，并共同发起领航行动计划联合倡议，倡导以领航工厂为纽带，汇聚创新力量，共谱制造强国新篇章。 主题大会上，还举行了新一届国家智能制造专委会聘任仪式，重磅发布2025智能制造系列蓝皮书、2025年度世界及中国智能制 ...

格隆汇11月27日｜南下资金今日净买入港股13.28亿港元。其中： 净买入阿里巴巴-W 9.19亿、泡泡玛特4.34亿、美团-W 3.25亿、康方生物1.92亿； 净卖出小米集团-W 6.89亿、紫金矿业3.69亿、腾讯控股2.58亿、中芯国际2.32亿、药明生物1.11亿。 据统计，南下资金已连续11日净买入阿里，共计254.5042亿港元；连续6日净卖出中芯国际，共计18.9276亿港元；连续3日净卖出腾讯，共计15.2864亿港 元。(格隆汇) | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | -2.7% | 6.02 | 73.15 Z | 阿里巴巴-W | | 小米集团-W | 2.5% | -5.37 | 35.41亿 | 小米集团-W | | 中芯国际 | -0.7% | -4.31 | 28.17亿 | 腾讯控股 | | 腾讯控股 | -1.3% | -1.65 | 26.76亿 | 中芯国际 | | 泡泡玛特 | 6.8% | 2.90 | 19.79亿 | 美团-W | | 华虹半导体 ...

Core Points - The first batch of leading intelligent factories in China has been officially announced, marking a significant leap towards intelligent manufacturing [1] - A total of 15 leading intelligent factories have been recognized, covering key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [1] - The Ministry of Industry and Information Technology stated that these factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of intelligent manufacturing in China [1] Group 1 - The list of intelligent factories includes notable companies such as China Petroleum & Chemical Corporation and CNOOC (China National Offshore Oil Corporation) [1] - The 2025 cultivation list for leading intelligent factories features projects from various companies, including Baoshan Iron & Steel Co., Ltd. and Shanghai Aerospace Equipment Manufacturing Co., Ltd. [2] - The projects focus on advanced manufacturing techniques, such as high-end green silicon steel production and agile delivery of mobile cranes [2] Group 2 - Recent data indicates that over 7,000 advanced intelligent factories have been established in China [3] - Upgrades to hundreds of intelligent factories have resulted in an average reduction of product development cycles by 29%, an increase in production efficiency by nearly 22%, and a decrease in carbon emissions by approximately 20% [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002792 | 通宇通讯 | 21.62 | 10.03% | 57.63万 | 12.07亿 | | 301205 | 联特科技 | 134.73 | 9.98% | 19.61万 | 25.07亿 | | 300570 | 太辰光 | 107.50 | 7.51% | 39.53万 | 42.45 Z | | 300638 | 广和通 | 26.28 | 7.09% | 52.60万 | 13.86亿 | | 603083 | 剑桥科技 | 110.14 | 5.95% | 58.95万 | 66.09亿 | | 300620 | 光库科技 | 157.91 | 4.82% | 41.66万 | 66.13亿 | | 300134 | 大富科技 | 12.58 | 4.40% | 33.44万 | 4.17亿 | | 688418 | 農有科技 | 30.34 | 4.23% | 7.52万 | 2.25亿 | | 000070 | 特发信息 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference opened in Nanjing, focusing on "Digital Intelligence Driving New Quality Leadership" [1] - The conference announced the first batch of 15 leading intelligent factories in China, including XCMG and Nanjing Steel, as part of a national initiative to promote digital transformation and intelligent manufacturing [1][2] - The event featured a market exhibition covering 55,000 square meters, showcasing innovations from 456 companies across 21 countries, emphasizing international collaboration in intelligent manufacturing [2][3] Group 1: Intelligent Factories - The 15 leading intelligent factories span key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods, demonstrating the breadth and depth of China's intelligent manufacturing [2] - XCMG has improved global customization capabilities through AI-driven R&D and manufacturing, reducing order delivery cycles by 55% [2] - Nanjing Steel achieved a 98.5% on-time delivery rate for customized special steel production using digital twin technology and AI, with a 50% reduction in new product development cycles compared to traditional methods [2] Group 2: Conference Highlights - The conference included the appointment ceremony for the new National Intelligent Manufacturing Committee and the release of several key documents, including the 2025 Intelligent Manufacturing Blue Book and the top ten technological advancements in global intelligent manufacturing [2][3] - The event aims to support the development of a modern industrial system and strengthen the real economy, aligning with national strategies for high-end, intelligent, and green manufacturing [3] - The conference has been held annually since 2016, establishing itself as a high-end platform for global cooperation and showcasing the achievements of Jiangsu's manufacturing sector [3]

Core Insights - The Ministry of Industry and Information Technology, along with five other departments, has officially announced the first batch of leading intelligent factories, marking a significant leap in China's smart manufacturing from digitization and networking to intelligence [2] - A total of 15 intelligent factories have been recognized, spanning key industries such as equipment manufacturing, raw materials, electronic information, and consumer goods [2] - These leading intelligent factories integrate new-generation information technology, advanced manufacturing technology, and lean management concepts, representing the highest standards of smart manufacturing in China [2] Group 1: List of Leading Intelligent Factories - Baoshan Iron & Steel Co., Ltd.: High-end green silicon steel predictive manufacturing intelligent factory located in Shanghai [3] - Shanghai Aerospace Equipment Manufacturing Co., Ltd.: High-reliability large-scale aerospace product full-process chain intelligent factory located in Shanghai [3] - Xuzhou Heavy Machinery Co., Ltd.: Global customized agile delivery mobile crane intelligent factory located in Jiangsu [3] - Nanjing Steel Co., Ltd.: Deeply collaborative special steel personalized customization intelligent factory located in Jiangsu [3] - Sinopec Zhenhai Refining & Chemical Company: Self-executing green petrochemical intelligent factory based on global optimization located in Zhejiang [3] - Hikvision Digital Technology Co., Ltd.: Large-scale personalized customization intelligent factory for IoT perception products located in Zhejiang [3] - Weichai Power Co., Ltd.: High-end engine intelligent factory based on digital lean model located in Shandong [3] - Qingdao Haier Central Air Conditioning Co., Ltd.: Full-process customized service and smart integration intelligent factory located in Shandong [3] - Yangtze Optical Fibre and Cable Joint Stock Limited Company: Integrated intelligent factory for extreme process rod fibre cable located in Hubei [3] - Wuhan BOE Optoelectronics Technology Co., Ltd.: 10.5 generation liquid crystal panel intelligent factory driven by extreme efficiency located in Hubei [3] - Zoomlion Heavy Industry Science & Technology Co., Ltd.: Excavator shared manufacturing intelligent factory located in Hunan [3] - Gree Electric Appliances (Zhuhai Jinwan) Co., Ltd.: Full value chain Gree collaborative air conditioning intelligent factory located in Guangdong [3] - SAIC-GM-Wuling Automobile Co., Ltd.: Automotive island-style intelligent factory based on process decoupling and production line reconstruction located in Guangxi [3] - CNOOC (China) Limited Hainan Branch: "Deep Sea No. 1" smart oilfield optimized for all business processes located in Hainan [3] - Chengdu Aircraft Industrial (Group) Co., Ltd.: Flexible agile intelligent factory for advanced aviation equipment located in Sichuan [3] Group 2: Achievements in Smart Factory Construction - Currently, over 7,000 advanced intelligent factories have been established in China [3] - After upgrading and transforming hundreds of intelligent factories, the average product development cycle has been shortened by 29% [3] - Production efficiency has improved by nearly 22% on average, and carbon emissions have been reduced by nearly 20% [3]

Group 1 - Southbound funds recorded a net sell of HKD 39.52 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 15.28 billion and Changfei Optical Fiber at HKD 1.77 billion [1] - Significant net sales were observed in the following stocks: Yingfu Fund at HKD 22.59 billion, Tencent Holdings at HKD 11.8 billion, Meituan-W at HKD 3.66 billion, SMIC at HKD 2.51 billion, Hua Hong Semiconductor at HKD 2.27 billion, and Xiaomi Group-W at HKD 1.24 billion [1] Group 2 - Southbound funds have continuously net bought Alibaba for 10 days, totaling HKD 245.31 billion [1] - There has been a continuous net sell of SMIC for 5 days, amounting to HKD 16.6032 billion [1] Group 3 - Alibaba-W experienced a decline of 1.9% with a net purchase of HKD 7.51 billion and a total transaction amount of HKD 81.62 billion [3] - Meituan-W saw an increase of 5.7% but had a net sell of HKD 4.03 billion with a transaction amount of HKD 36.34 billion [3] - Xiaomi Group-W had a slight decline of 0.6% with a net purchase of HKD 5.25 billion and a transaction amount of HKD 22.55 billion [3] - SMIC recorded a 1.3% increase but faced a net sell of HKD 2.47 billion with a transaction amount of HKD 19.98 billion [3] - Tencent Holdings had a minor decline of 0.9% with a net sell of HKD 0.14 billion and a transaction amount of HKD 13.88 billion [3] - Yingfu Fund had a slight increase of 0.2% but faced a net sell of HKD 11.28 billion with a transaction amount of HKD 12.74 billion [3] - Changfei Optical Fiber saw a rise of 4.8% with a net purchase of HKD 1.16 billion and a transaction amount of HKD 11.24 billion [3] - Hua Hong Semiconductor experienced a 2.0% increase but had a net sell of HKD 1.21 billion with a transaction amount of HKD 11.21 billion [3]

（文章来源：每日经济新闻） 每经AI快讯，长飞光纤光缆(06869.HK)盘中拉升，现涨近7%，截至发稿，涨6.8%，报38.94港元，成交 额9.25亿港元。 ...