QuantumCTek(688027)
Search documents
特朗普签署行政命令,重申2028年登月目标;王毅分别同柬埔寨、泰国外长通电话;46岁!国盾量子董事长离世;康师傅换帅丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-12-18 23:13
Group 1 - The U.S. White House announced that President Trump signed an executive order to establish a vision for a "America First" space policy, aiming for a return to the Moon by 2028 and the establishment of initial facilities for a permanent lunar outpost by 2030 [12][12] - The order includes directives for deploying nuclear reactors on the Moon and in orbit [12] Group 2 - The chairman of Guoshun Quantum, Lv Pin, passed away on December 18, 2023 [3] - The CEO of Master Kong, Chen Yingrang, announced his retirement effective December 31, 2025, with Wei Hongcheng appointed as the new CEO starting January 1, 2026 [3][16] Group 3 - The U.S. Labor Department reported that the November CPI increased by 2.7% year-on-year, lower than the expected 3.1% [5] - Major U.S. stock indices closed higher, with the Dow Jones up 0.14%, the Nasdaq gaining over 310 points (1.38%), and the S&P 500 rising by 0.79% [5] - Tesla shares rose over 3%, while other tech giants like Amazon and Facebook saw increases of over 2% [5] Group 4 - The U.S. Treasury reported that Japan's holdings of U.S. Treasury securities increased from $1.189 trillion in September to $1.2 trillion in October [6] - International oil prices saw a slight increase, with WTI crude oil futures rising by 0.38% to $56.15 per barrel [7] Group 5 - The Ministry of Industry and Information Technology announced plans to strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by 2026 [9] - The Ministry of Commerce confirmed that some applications for general export licenses for rare earths have been approved [9] Group 6 - The market supervision authority is focusing on addressing "involution-style" competition to promote a healthy market order [10] - The film "Zootopia 2" has become the highest-grossing imported film in China's history, surpassing "Avengers: Endgame" with over 91.06 million viewers [11]
早报吴清发声,事关资本市场;商务部:已批准部分稀土出口通用许可申请
Sou Hu Cai Jing· 2025-12-18 23:13
Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [7] - CICC announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [8] - Haitian Flavoring announced that its cash dividend ratio will not be less than 80% annually for the next three years (2025-2027) [9] - Sichuan Road and Bridge announced that China Post Insurance has increased its stake to 5% [10] - Zhongwei Company announced plans to acquire Hangzhou Zhonggui's equity, leading to a stock suspension [11] - WuXi AppTec reported that 18 shareholders, including the third, fourth, and sixth largest, collectively reduced their holdings by 29.5 million shares between November 26 and December 17 [11] - Lida Xin announced that shareholder Li Chunhua reduced his stake by 1.56% between December 10 and December 17 [12] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a second-phase capital of 9.443 billion yuan [12] - Western Mining announced that its wholly-owned subsidiary, Geermu West Mining Resources, has obtained a mining license, with gold reserves of 2.86 tons [13] - Yidong Electronics announced that a related party reduced its holdings by 2.3463 million shares between December 10 and December 17 [14] - Shandong Highway plans to provision for a long-term equity investment impairment of approximately 690 million yuan in Dongxing Securities [15] - GuoAo Technology's former actual controller, Chen Chongjun, was sentenced to six years in prison for manipulating the securities market, with a fine of 4 million yuan [16] Industry News - The Hong Kong Stock Exchange is consulting market opinions on optimizing the framework for trading units, with potential adjustments affecting about 25% of issuers [5] - The Ministry of Commerce responded to the latest developments in export controls on rare earth-related items, indicating that some Chinese exporters have met the basic requirements for applying for general licenses [5] - The National Digital Exchange System Engineering Technology Research Center, in collaboration with China Mobile and China Unicom, has achieved breakthroughs in resource scheduling efficiency and reliability through a "multi-modal on-the-fly computing" model [5] - The scale of China's biomanufacturing industry has continued to grow, reaching a total scale of 1.1 trillion yuan, with biopharmaceutical product output accounting for over 70% of the global total [5] - Platinum has become a highly sought-after asset, with the price of pure platinum reaching 815 yuan per gram, and futures contracts seeing a significant increase of 5.32% on December 18 [6]
【早报】吴清发声,事关资本市场;商务部:已批准部分稀土出口通用许可申请
财联社· 2025-12-18 23:10
Industry News - The State Council issued opinions on cracking down on illegal tobacco activities, emphasizing strict regulation of e-cigarettes and severe penalties for illegal production, wholesale, transportation, and sales [2][7] - Wu Qing attended a meeting to discuss the capital market's 14th Five-Year Plan, focusing on risk prevention, strong regulation, and promoting high-quality development [6][7] - The Ministry of Commerce responded to the European Commission's investigations into Chinese companies, highlighting the discriminatory nature of these actions and affirming China's commitment to protecting its enterprises [2][7] Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [10] - China International Capital Corporation announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [10] - Li Chunhua, a shareholder of Lida Xin, reduced his stake by 1.56% between December 10 and December 17 [10] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a capital requirement of 9.443 billion yuan [10] Investment Opportunities - Micron Technology reported a booming demand for High Bandwidth Memory (HBM), with a projected compound annual growth rate (CAGR) of approximately 40%, increasing from about $35 billion in 2025 to around $100 billion by 2028 [20] - The persistent demand for memory in AI computing highlights the critical role of HBM, as the need for memory capacity and bandwidth continues to grow significantly [20]
陆家嘴财经早餐2025年12月19日星期五
Wind万得· 2025-12-18 22:45
Group 1 - China's Hainan Free Trade Port officially launched its zero-tariff operation on December 18, expanding the range of zero-tariff goods to over 6,600 items, enhancing consumer experience for travel and shopping [2] - The Ministry of Commerce has reintroduced export license management for steel for the first time in 16 years to strengthen monitoring and analysis of steel product exports [2] - A giant underwater gold mine has been discovered in Shandong Province, with proven gold reserves of over 3,900 tons, accounting for approximately 26% of the national total [2] Group 2 - The State Administration for Market Regulation emphasizes the need to strengthen the construction of a unified national market and promote fair competition [3] - The U.S. has initiated a military sale to Taiwan valued at approximately $11 billion, marking one of the largest military sales [3] - The State-owned Assets Supervision and Administration Commission has issued guidelines for holding central enterprises accountable for investment violations, effective from January 1, 2026 [3] Group 3 - The China Securities Regulatory Commission is advancing the "14th Five-Year" plan for the capital market, focusing on comprehensive reforms and high-level opening-up [4] - A-share indices showed divergence, with the Shanghai Composite Index closing up 0.16% while the Shenzhen Component Index and ChiNext Index fell by 1.29% and 2.17%, respectively [4] - The Hong Kong stock market is undergoing a narrow consolidation, with the Hang Seng Index closing up 0.12% [4] Group 4 - Morgan Stanley predicts that chip stocks will remain one of the best-performing sectors in the U.S. stock market next year, highlighting Nvidia, Broadcom, and Astera Labs as top picks [5] - Insurance asset management institutions have registered 83 asset-backed plans this year, totaling approximately 344.56 billion yuan [5] - Domestic GPU companies, Moore Threads and Muxi Co., have recently listed on the STAR Market, attracting significant investment from insurance funds [5] Group 5 - A wave of IPOs is expected in the Hong Kong capital market, with several companies starting public offerings on December 18 [6] - The Ministry of Industry and Information Technology announced that the photovoltaic industry will enter a critical phase in 2026, focusing on capacity regulation [8] Group 6 - The State Council has issued guidelines to strengthen electronic cigarette regulation and combat illegal tobacco-related activities [9] - The upcoming New Year's holiday is projected to significantly boost the domestic tourism market, with flight bookings increasing by approximately 46% year-on-year [9] - The total scale of bank wealth management products reached a historical high of about 34 trillion yuan by the end of November [9] Group 7 - The People's Bank of China will issue 40 billion yuan in central bank bills in Hong Kong on December 22, with a maturity of six months [18] - The U.S. Treasury Department reported an increase in Japan's holdings of U.S. Treasury securities to $1.2 trillion in October [18]
通胀意外放缓 美股上涨 特朗普旗下公司大涨超40%;康师傅换帅;46岁!国盾量子董事长离世丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-12-18 22:24
Group 1 - The U.S. November CPI inflation unexpectedly slowed, with a year-on-year increase of 2.7%, lower than the expected 3.1%. The core CPI rose by 2.6%, against an expected 3% [4] - Major U.S. stock indices closed higher, with the Dow Jones up 0.14%, Nasdaq gaining over 310 points (1.38%), and S&P 500 rising by 0.79%. Notable tech stocks like Tesla and Amazon saw increases of over 3% and 2%, respectively [4] - International oil prices saw slight increases, with WTI crude futures rising by 0.38% to $56.15 per barrel, and Brent crude futures up 0.23% to $59.82 per barrel [5] Group 2 - The Ministry of Industry and Information Technology announced plans to strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by 2026 [8] - The Ministry of Commerce has approved some general license applications for rare earth exports, indicating progress in compliance and regulatory frameworks for exporters [8] - The State Administration for Market Regulation emphasized the need to address "involution-style" competition to foster a healthy market order and enhance the business environment [9] Group 3 - Chow Tai Fook announced that due to market factors, some products will see price increases ranging from 4% to 15%, effective December 19 [12] - XPeng Motors reported illegal electricity theft activities and has filed a police report, indicating a proactive approach to safeguard its operations and consumer rights [14] - Master Kong's CEO Chen Yingrang will retire, with Wei Hongcheng appointed as the new CEO effective January 1, 2026, which may impact the company's strategic direction [16] Group 4 - Honda plans to halt production at its factories in Japan and China due to semiconductor shortages, affecting supply chain stability [18] - Trump Media Technology Group will merge with TAE Technology in an all-stock transaction, highlighting trends in the convergence of technology and media sectors [20] - Shenzhen Jinya Fu is facing overdue issues with its gold investment products, prompting government intervention and raising concerns about the company's financial health [21]
通胀意外放缓,美股上涨,特朗普旗下公司大涨超40%;王毅分别同柬埔寨、泰国外长通电话;康师傅换帅;46岁!国盾量子董事长离世丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-12-18 22:07
Market Overview - The US November CPI inflation unexpectedly slowed, with a year-on-year increase of 2.7%, lower than the expected 3.1%. The core CPI rose by 2.6%, against an expectation of 3% [4] - Major US stock indices closed higher, with the Dow Jones up 0.14%, Nasdaq rising over 310 points (1.38%), and the S&P 500 increasing by 0.79%. Notable gains were seen in large tech stocks, including Tesla (+3%), Amazon and Facebook (+2%), and Micron Technology (+10%) [4] - International oil prices saw slight increases, with WTI crude oil futures up 0.38% to $56.15 per barrel and Brent crude oil futures up 0.23% to $59.82 per barrel [6] Company News - Chow Tai Fook announced that due to market factors, some products will see price increases ranging from 4% to 15%, effective December 19 [14] - XPeng Motors reported that it has filed a police report regarding illegal electricity theft activities, with some suspects already apprehended [15] - Master Kong's CEO Chen Yingrang will retire, with Wei Hongcheng appointed as the new CEO effective January 1, 2026 [16] - Honda plans to halt production at its factories in Japan and China due to semiconductor shortages, with a five-day shutdown at its joint venture with GAC starting December 29 [18] - Trump Media Technology Group will merge with TAE Technology in an all-stock transaction, indicating a trend of convergence between technology and media sectors [19] Regulatory and Policy Updates - The Ministry of Industry and Information Technology announced plans to strengthen capacity regulation in the photovoltaic industry, aiming for a dynamic balance of production capacity by 2026 [9] - The State Council issued opinions on cracking down on illegal activities related to tobacco, aiming to purify the tobacco market environment [9] - The Ministry of Commerce confirmed that some applications for general export licenses related to rare earths have been approved, indicating a gradual easing of export controls [9]
突发!上市公司董事长意外离世!股民高呼“一路走好”。。。
Sou Hu Cai Jing· 2025-12-18 18:53
来源:金石杂谈、投行圈子 活久见! 董事长吕品意外去世!股民高呼:一路走好 今日晚间疯传,国盾量子董事长吕品意外去世。 刚刚,公司已公告,消息属实(别乱传了)! 警方通报,已排除案件。 2024年3月,中国电信通过旗下中电信量子集团斥资17.75亿元入主国盾量子。 公司业绩常年亏损,量子通信+AI概念,今年暴涨66%,最新报价494元,市值508亿。 对于董事长去世,股民纷纷表示:一路走好! 公司作为量子计算领域的知名上市公司,一直备首关注。(存在争议) 最新财报数据显示,国盾量子2025年1-9月实现营业收入1.90亿元,同比增长90.27%,其中第三季度单季营收6836.11万元,同比增速高达126.52%。 公司归属于上市公司股东的净利润为2646.96万元,但较去年同期已经大幅减亏2864.79万元。 公司简析 机构认为,目前量子计算在应用领域虽然仍处于早期探索阶段,但在全球科研探索领域的整机商业化方向上,公司已走在前列。 其中,吕品,1979年7月生,中国国籍,无永久境外居留权,硕士研究生学历。历任中国电信集团有限公司市场部副总经理,中国电信股份有限公司市场 部副总经理,中国电信股份有限公司安徽分公 ...
“量子科技第一股”董事长突然去世 年仅46岁!警方通报:在办公室内失去意识 排除案件!
Sou Hu Cai Jing· 2025-12-18 16:23
12月18日晚间,《每日经济新闻》记者从多个渠道获悉,国盾量子董事长吕品已于当日离世。 来源:每日经济新闻 安徽合肥高新警方发布警方通报称,2025年12月18日13时许,我局接报警称,吕某(男,46岁)在望江 西路与孔雀台路交叉口某公司一办公室内失去意识。接警后,民警立即到场处置。经120现场确认,吕 某已无生命体征。经公安机关勘查调查,已排除案件。 据悉,吕品生于1979年7月,历任中国电信集团有限公司市场部副总经理,中国电信股份有限公司市场 部副总经理,中国电信股份有限公司安徽分公司副总经理、党委委员,中国电信集团有限公司安徽分公 司副总经理;现任中电信量子信息科技集团有限公司董事长、党委书记,中电信量子科技有限公司董事 长。 当日晚,《每日经济新闻》记者来到中电信量子信息科技集团有限公司楼下,看到公司门口停着两辆警 车,期间有身着警服的人员进入。大楼2楼至5楼办公室均亮着灯,记者试图进入大楼了解事件详情,一 楼一位自称园区物业的工作人员拦住记者,称"楼上没有人,都下班了"。 中电信量子信息科技集团有限公司办公楼现场 图片来源:每经记者张宝莲 吕品图片来源:中国电信 吕品于2025年5月30日就任国盾量 ...
46岁国盾量子董事长意外去世
Xin Lang Cai Jing· 2025-12-18 16:10
截至本公告披露日,吕品先生不持有公司股票,亦不存在应当履行而未履行的股份锁定承诺。 吕品先生的逝世不会导致公司董事会成员人数低于法定人数,不会影响公司董事会的正常运作。公司经 营管理团队正常履职,公司将根据有关法律法规和《公司章程》的规定,尽快完成董事补选及董事长选 举的相关工作,并及时履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 智通财经记者 秦盛 12月18日晚间,科大国盾量子技术股份有限公司(688027)公告,公司董事长吕品不幸逝世,具体内容 如下: 吕品先生于 2025 年 5 月起担任公司董事长,并担任战略与投资委员会主任委员、薪酬与考核委员会委 员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼并向其家属表达深切慰问。 12月18日晚间,合肥高新公安分局发布警情通报。通报称:2025年12月18日13时许,我局接报警称,吕 某(男,46岁)在望江西路与孔雀台路交口某公司一办公室内失去意识,接警后,民警立即到场处置。 经120现场确认,吕某已无生命体征。经公安机关勘查调查,已排除案件。(此前报道:) 对此,国盾量子办公楼所在园区中安创谷科技园的工作人员对智通财经记者确认,当天 ...
国盾量子董事长离世,合肥警方通报“已排除案件”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-18 16:07
Core Viewpoint - The chairman of GuoDun Quantum, Lv Pin, has passed away, and the company has confirmed that his death will not affect the board's operations or the company's management team [1][2]. Group 1: Company Announcement - GuoDun Quantum announced that Lv Pin had been serving as chairman since May 2025 and held other key positions within the company [1]. - As of the announcement date, Lv Pin did not hold any company shares and had no unfulfilled share lock-up commitments [2]. - The company will proceed with the election of a new chairman and board members in accordance with legal regulations and its articles of association [2]. Group 2: Investigation and Background - The Hefei Public Security Bureau reported that an investigation into Lv Pin's death has ruled out foul play [3]. - Lv Pin, born in 1979, previously held significant positions in China Telecom and was the chairman of China Telecom Quantum Technology Co., Ltd. [3]. - GuoDun Quantum specializes in the research, development, production, and sales of quantum communication, quantum computing, and quantum precision measurement products, and is controlled by China Telecom's wholly-owned subsidiary [3]. Group 3: Market Reaction - On the day of the announcement, GuoDun Quantum's stock experienced a slight decline of 1.21%, closing at 494 yuan, with a market capitalization of 50.8 billion yuan [4].