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邱冬阳指出，电子信息材料对国家信息技术产业升级和产业链安全至关重要，教改班的设立是学校对接 国家战略和重庆市产业体系、深化新工科建设的关键举措。他勉励学生珍惜机会，立志成为具备扎实理 论、突出实践能力、创新精神和国际视野的卓越工程人才，为攻克领域"卡脖子"技术贡献力量。 材料科学与工程学院主要负责人介绍教改班的建设背景、培养目标。合作企业代表、重庆平伟实业股份 有限公司副总经理范李娜表示，企业将深度参与人才培养，提供实践平台和研发项目，携手学校输送高 素质专业人才。学生代表分享了对新学习生涯的憧憬，感谢学校和企业提供平台，承诺将秉承校训精 神，勤学苦练、勇于探索，不负时代使命。 来源：环球网 近日，重庆理工大学电子信息材料卓越人才教改班开班仪式在花溪校区举行。学校党委常委、副校长邱 冬阳出席仪式。 合作企业授牌 据悉，该教改班依托重庆市先进电子信息材料现代产业学院和重庆理工大学材料科学学科优势，全新构 建"2.5+1.5"创新实战培养体系，强化校企协同，引入企业真实项目，实行校内外双导师制，致力于提升 学生解决复杂工程问题的能力，打通产教融合"最后一公里"。（刘文君） 颁发 "双师型导师" 聘书 邱冬阳向福建 ...

商业航天板块震荡走高，航天智装涨超15%创历史新高，新雷能涨超10%，高德红外、中国卫星、火炬 电子跟涨。 ...

Group 1 - China's reusable rocket technology is making significant breakthroughs, with the successful static fire test of the Zhuque-3 rocket, which is designed for large satellite constellation networking [1] - The Zhuque-3 rocket is a large-capacity, low-cost, reusable liquid launch vehicle made from stainless steel, indicating advancements in material use for space technology [1] - The country aims to enhance its reusable rocket capabilities, with multiple rockets, including Zhuque-3 and Tianlong-3, set for maiden flights or tests this year [1] Group 2 - The commercial space industry in China is entering a recovery phase, with a projected increase in rocket launch demand due to the "Hundred Arrows, Thousand Stars" plan, which anticipates nearly 2,500 satellite launches by 2035 [2] - The industry is experiencing a policy boost, with Shandong province aiming for an annual production capacity of 100 rockets and 150 commercial satellites by 2027, targeting a market size of 50 billion yuan [1] Group 3 - A total of 67 stocks in the A-share market are involved in the commercial space industry, with 16 stocks receiving ratings from five or more institutions, indicating strong institutional interest [3] - Companies like Zhimin Da and Narui Radar are expected to see significant profit growth, with projected increases in net profit exceeding 100% for several firms [3][4] - Dragonfly Co. has seen a remarkable increase in northbound capital holdings, with a 1,085.7% increase in shares held, reflecting strong investor interest in the commercial aerospace sector [5][6]

MLCC板块领涨，上涨3.74%，其中宏达电子上涨10.59%，风华高科上涨7.71%，鸿远电子上涨5.42%， 火炬电子、信维通信、三环集团涨超3%。（AI生成） ...

Core Viewpoint - The MLCC (Multi-Layer Ceramic Capacitor) sector experienced significant stock price increases, with several companies showing notable gains, indicating a positive market sentiment towards this industry [1] Company Summary - Hongda Electronics saw its stock price rise by over 10% during the trading session [1] - Other companies in the MLCC sector, including Fenghua Advanced Technology, Hongyuan Electronics, Torch Electronics, and Sanhuan Group, also experienced stock price increases [1]

Core Viewpoint - Torch Electronics experienced a decline of 3.49% in stock price on October 22, with a trading volume of 395 million yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On October 22, Torch Electronics had a financing buy-in amount of 35.98 million yuan and a financing repayment of 38.42 million yuan, resulting in a net financing outflow of 2.44 million yuan [1] - The total financing and securities balance for Torch Electronics reached 535 million yuan, with the financing balance accounting for 3.15% of the circulating market value, indicating a high level compared to the past year [1] - The company repaid 7,900 shares in securities lending and sold 3,200 shares, with a selling amount of 114,100 yuan, while the securities lending balance was 1.39 million yuan, which is below the 40th percentile of the past year [1] Company Profile - Torch Electronics, established on December 20, 2007, and listed on January 26, 2015, is located in Quanzhou, Fujian Province, specializing in the R&D, production, sales, testing, and service of electronic components and new materials [2] - The company's revenue composition includes 53.08% from international trade, 34.32% from self-produced passive components, 7.29% from self-produced ceramic materials, 4.73% from self-produced active components, and 0.57% from other sources [2] - As of June 30, the number of shareholders increased by 6.67% to 29,600, while the average circulating shares per person decreased by 3.49% to 16,077 shares [2] Financial Performance - For the first half of 2025, Torch Electronics reported a revenue of 1.772 billion yuan, representing a year-on-year growth of 24.20%, and a net profit attributable to shareholders of 261 million yuan, reflecting a significant increase of 59.04% [2] Dividend Information - Since its A-share listing, Torch Electronics has distributed a total of 1.037 billion yuan in dividends, with 365 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, major institutional shareholders include Guangfa Small and Medium Cap Selected Mixed Fund A, which increased its holdings by 395,500 shares to 6.8302 million shares, and other funds that also increased their holdings [3]

Core Viewpoint - Torch Electronics experienced a 5.16% increase in stock price, reaching 40.55 CNY per share, with a trading volume of 434 million CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 19.284 billion CNY [1] Company Overview - Torch Electronics, established on December 20, 2007, and listed on January 26, 2015, is located in Quanzhou, Fujian Province. The company specializes in the research, production, sales, testing, and service of electronic components, new materials, and related products [1] - The revenue composition of Torch Electronics includes: - International trade business: 53.08% - Self-produced passive components: 34.32% - Self-produced ceramic materials: 7.29% - Self-produced active components: 4.73% - Others: 0.57% [1] Fund Holdings - According to data, one fund under Industrial Bank, the Xingye Anbao Optimal Mixed A Fund (006366), has a significant holding in Torch Electronics. In the second quarter, the fund increased its holdings by 45,500 shares, totaling 154,100 shares, which represents 4.47% of the fund's net value, making it the third-largest holding [2] - The Xingye Anbao Optimal Mixed A Fund (006366) was established on December 7, 2018, with a current size of 103 million CNY. Year-to-date returns stand at 23.58%, ranking 3904 out of 8161 in its category, while the one-year return is 28.53%, ranking 3375 out of 8021. Since inception, the fund has achieved a return of 104.75% [2] Fund Manager Information - The fund manager of Xingye Anbao Optimal Mixed A Fund (006366) is Zhang Chao, who has been in the position for 2 years and 160 days. The total asset size of the fund is 352 million CNY, with the best return during his tenure being 44.61% and the worst return being 25.59% [3]

证券代码：603678 证券简称：火炬电子 公告编号：2025-066 福建火炬电子科技股份有限公司 关于募集资金使用完毕及注销募集资金专户的公告 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。 截至2025年9月30日，公司"小体积薄介质层陶瓷电容器高技术产业化项目" 募集资金已使用完毕，为减少管理成本，方便账户管理，公司已办理完毕募集资 金专户的注销手续。上述募集资金专户销户手续完成后，公司与开户银行、保荐 机构签订的监管协议相应终止。 公司开立的公开发行可转换公司债券募集资金专项账户具体情况如下： | 开户银行 | 银行账号 | 账户类别 | 备注 | | --- | --- | --- | --- | | 中国民生银行股份有限公司泉州分行 | 632024239 | 人民币专用户 | 本次注销 | | 招商银行股份有限公司泉州分行 | 595900101110517 | 人民币专用户 | 本次注销 | | 中国银行股份有限公司泉州筍江支行 | 411779146210 | 人民币专用户 | 2025年1月已注销 | | ...

Core Insights - The military electronics sector experienced a significant increase of 2.86% on September 30, with Gao Ling Information leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - Gao Ling Information (688175) closed at 25.57, up 13.90% with a trading volume of 68,400 shares and a transaction value of 167 million [1] - Tu Rui Technology (600562) closed at 34.42, up 10.00% with a trading volume of 366,300 shares and a transaction value of 1.207 billion [1] - Hangda Nanhai (688552) closed at 43.10, up 9.95% with a trading volume of 123,200 shares [1] - Other notable performers include Xi Ce Testing (301306) up 5.72%, and Hongyuan Electronics (603267) up 4.75% [1] Capital Flow - The military electronics sector saw a net inflow of 659 million from institutional investors, while retail investors experienced a net outflow of 280 million [2][3] - Major stocks like Tu Rui Technology and Gao Ling Information had significant net inflows from institutional investors, indicating strong interest [3]