| 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 12.58% | 207.70 | -0.24% | | 2518.24 | 医药生物 | | sz000661 | 长春高新 | 4.87% | 104.55 | 0.09% | | 426.50 | 医药生物 | | sz002252 | 十年奥士 | 4.74% | 6.87 | -0.43% | | 456.03 | 医药生物 | | sz300759 | 康龙化成 | 4.55% | 31.48 | -0.35% | | 559.78 | 医药生物 | | sz300347 | 泰格医药 | 4.54% | 57.90 | -2.08% | | 498.53 | 医药生物 | | sz000021 | 深科技 | 4.16% | 24.74 | -5.43% | | 388.83 | 电子 | | sz002714 | 牧原股份 | 3.62% | 49.87 ...

Core Insights - The consumer electronics sector experienced a decline of 3.49% on November 14, with major losses led by Xiechuang Data [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Jiale Technology (002855) with a closing price of 19.47, up 10.00% [1] - Heertai (002402) with a closing price of 48.77, up 5.91% [1] - Zhuoman Technology (002369) with a closing price of 9.02, up 3.68% [1] - Major decliners included: - Xiechuang Data (300857) with a closing price of 149.00, down 7.52% [2] - Industrial Fulian (601138) with a closing price of 64.27, down 5.47% [2] - Deep Technology (000021) with a closing price of 24.74, down 5.43% [2] Capital Flow - The consumer electronics sector saw a net outflow of 3.475 billion yuan from main funds, while retail investors contributed a net inflow of 2.757 billion yuan [2]

本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP，参 与本次互动交流，活动时间为2025年11月20日（星期四）15:40-17:00。 届时公司高管将在线与投资者进行沟通交流，欢迎广大投资者踊跃参与。 证券代码：000021 证券简称：深科技 公告编码：2025-046 深圳长城开发科技股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 为进一步加强与投资者的互动交流工作，深圳长城开发科技股份有限公司（以 下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上 市公司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市公司 投资者网上集体接待日活动"，现将相关事项公告如下： 特此公告。 深圳长城开发科技股份有限公司 董事会 二零二五年十一月十五日 第 1 页 共 1 页 ...

Core Viewpoint - Intel has appointed Dr. Craig Barratt, a seasoned technology executive, to its board of directors, which is expected to enhance the company's strategic execution and long-term growth opportunities [1] Group 1: Appointment Details - Dr. Craig Barratt has extensive experience in the technology sector, having previously served as CEO of Atheros Communications, which was acquired by Qualcomm for $3.1 billion after its successful IPO [1] - Barratt has also held senior positions at Intel, where he was involved in the Ethernet, optical, and networking business following Intel's acquisition of Barefoot Networks [1] - Currently, Barratt is a board member of Astera Labs, Intuitive Surgical, and several private companies [1] Group 2: Executive Statements - Intel's CEO, Pat Gelsinger, praised Barratt as a distinguished technology leader with proven innovation and business transformation capabilities, emphasizing his experience in the semiconductor industry [1] - Barratt expressed his honor in joining Intel's board at a critical time for the company and industry, highlighting the importance of Intel's technology in global innovation [1]

Core Insights - The main point of the articles is the analysis of capital flow in various industries, highlighting the sectors that experienced significant inflows and outflows of funds on November 10, 2023. Group 1: Industry Performance - A total of 23 industries saw an increase, with the beauty care and food & beverage sectors leading with gains exceeding 3% [1] - Among the 8 declining industries, the power equipment sector had the largest drop at 1.09% [1] - The food & beverage and retail sectors received the highest net inflows, each exceeding 1.1 billion [1] Group 2: Capital Inflows - Ten industries experienced net inflows, with food & beverage and retail sectors leading with inflows over 1.1 billion each [1] - The real estate sector saw a net inflow of 700 million, while light industry manufacturing and pharmaceutical sectors each had inflows exceeding 400 million [1] Group 3: Capital Outflows - The power equipment sector had the highest net outflow, amounting to 6.88 billion [2] - Other sectors with significant outflows included electronics, mechanical equipment, automotive, and computer industries, each exceeding 2 billion [2] Group 4: Individual Stock Performance - Notable stocks with significant net inflows included Cambridge Technology with 758 million, marking the highest inflow since June 12, 2023 [4] - Wuliangye, a leading liquor company, saw a net inflow of 652 million, emphasizing its commitment to shareholder returns with a projected cash dividend rate of 70% for 2024 [4] - Other companies with notable inflows included BYD, Fushikong, and China Duty Free, among others [5] Group 5: End-of-Day Capital Flow - At the end of the trading day, there was a net inflow of 1.165 billion across the markets, with the ChiNext board contributing 928 million [10] - Individual stocks with significant end-of-day inflows included Tianfu Communication with 316 million [11]

Market Overview - The consumer electronics sector experienced a decline of 1.77% on November 10, with Tonglian Precision leading the drop [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Shengli Precision (Code: 002426) with a closing price of 3.49, up 10.09% and a trading volume of 5,002,900 shares [1] - Yitian Co., Ltd. (Code: 300812) with a closing price of 28.75, up 7.48% and a trading volume of 128,500 shares [1] - Deep Technology (Code: 000021) with a closing price of 27.84, up 4.74% and a trading volume of 1,376,900 shares [1] - Conversely, significant decliners included: - Tonglian Xinyi (Code: 688210) with a closing price of 54.99, down 9.38% and a trading volume of 77,300 shares [2] - Kechuan Technology (Code: 603052) with a closing price of 35.18, down 6.96% and a trading volume of 178,700 shares [2] - Aohai Technology (Code: 002993) with a closing price of 45.00, down 6.27% and a trading volume of 78,700 shares [2] Capital Flow - The consumer electronics sector saw a net outflow of 4.776 billion yuan from institutional investors, while retail investors contributed a net inflow of 4.276 billion yuan [2][3] - The main capital inflow and outflow for selected stocks included: - Shengli Precision had a net inflow of 485 million yuan from main capital, while retail investors saw a net outflow of 373 million yuan [3] - Deep Technology had a net inflow of 455 million yuan from main capital, with a net outflow of 490 million yuan from retail investors [3] - Xiechuang Data (Code: 300857) had a net inflow of 111 million yuan from main capital, while retail investors experienced a net outflow of 120 million yuan [3]

Core Points - The company announced the cancellation of stock options related to its 2022 stock option incentive plan due to the disqualification of certain incentive targets [1] - A total of 440,538 stock options were canceled, which included options from two individuals who no longer qualified and options from two individuals whose performance assessment results were rated as C [1] - The cancellation process was completed on November 7, 2025, as confirmed by the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch [1]

本次注销部分股票期权事宜符合《上市公司股权激励管理办法》及公司 《2022年股票期权激励计划（草案修订稿）》等有关规定，不存在损害公司及 股东利益的情形，本次注销部分股票期权合法、有效。本次股票期权注销事宜不 会导致公司股本结构发生变化。 特此公告。 证券代码：000021 证券简称：深科技 公告编码：2025-045 深圳长城开发科技股份有限公司 关于 2022 年股票期权激励计划 部分股票期权注销完成的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈 述或者重大遗漏。 深圳长城开发科技股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日召 开第十届董事会第十三次会议和第十届监事会第十一次会议，审议通过了《关于 注销 2022 年股票期权激励计划预留授予部分股票期权的议案》。同意公司注销 本次预留授予中因离职等已不具备激励对象资格的已获授但尚未注销的 2 名激 励对象的股票期权及激励计划预留授予的第一个行权期个人绩效考核结果为 C 的 2 名激励对象当期不能行权的股票期权，共计 44.0538 万份。具体内容详见 2025 年 9 月 23 日披露在巨潮资讯网 ...

11月5日，深科技跌5.01%，截至发稿，报25.62元/股，成交13.58亿元，换手率3.33%，总市值402.66亿 元。深科技股价已经连续4天下跌，区间累计跌幅9.53%。 资料显示，深圳长城开发科技股份有限公司位于广东省深圳市福田区彩田路7006号，成立日期1985年7 月4日，上市日期1994年2月2日，公司主营业务涉及硬盘磁头、电子产品先进制造、计量系统、支付终 端产品、数字家庭产品及LED的研发生产。主营业务收入构成为：高端制造50.52%，存储半导体业务 27.13%，计量智能终端21.70%，其他(补充)0.66%。 从基金十大重仓股角度 数据显示，创金合信基金旗下1只基金重仓深科技。创金合信中证500增强A（002311）三季度持有股数 26.17万股，占基金净值比例为1.53%，位居第五大重仓股。根据测算，今日浮亏损失约35.33万元。连 续4天下跌期间浮亏损失74.32万元。 创金合信中证500增强A（002311）成立日期2015年12月31日，最新规模2.02亿。今年以来收益 29.92%，同类排名1644/4216；近一年收益28.47%，同类排名1500/3901；成立以来收益 ...

Core Viewpoint - The insurance industry is increasingly active in supporting technological innovation through various investment strategies, including venture capital and private equity, to meet the funding needs of tech companies at different stages of development [1][5]. Investment in Listed Technology Companies - Insurance funds are becoming more prominent among the top shareholders of listed technology companies, with significant holdings reported in companies like Anji Technology and Deep Technology [2]. - Specific holdings include China Life Insurance and other insurers holding substantial shares in various tech firms, indicating a growing trend of insurance capital in the tech sector [2]. Participation in IPOs - Major insurance companies are deeply involved in the IPOs of technology firms, acting as cornerstone investors in several recent listings on the Hong Kong Stock Exchange [3]. - Notable participation includes investments by Taikang Life and China Pacific Insurance in multiple IPOs, showcasing the strategic role of insurance capital in the public offering process [3]. A-share Market Engagement - In the A-share market, insurance funds are actively participating in IPO projects within the energy and equipment manufacturing sectors, with significant investments made by China Life Insurance in major IPOs [4]. - The establishment of specialized insurance investment funds has facilitated strategic investments in various companies, further integrating insurance capital into the A-share market [4]. Focus on Technology Sectors - Insurance capital is increasingly targeting key technology sectors such as artificial intelligence, semiconductors, and advanced manufacturing, with a significant portion of holdings allocated to these areas [5]. - The shift towards a "long money, long investment" philosophy reflects the industry's commitment to supporting innovation and growth in technology [5]. Innovative Investment Models - Insurance funds are utilizing venture capital and private equity to indirectly invest in technology projects, with many insurers participating as limited partners in private equity funds [6]. - The development of a comprehensive investment support system for technology companies is being emphasized, allowing for tailored financing solutions throughout different stages of a company's lifecycle [6]. S-Fund Investment Strategy - The establishment of S-funds, which focus on acquiring alternative asset fund shares, is being utilized by insurance companies to optimize capital allocation and enhance investment strategies [7]. - Notable initiatives include the creation of funds aimed at investing in technology innovation, demonstrating a strategic approach to capital deployment [7]. Diverse Financing Channels - Insurance funds are also providing diverse financing options for technology companies through the purchase of bonds and asset-backed securities, enhancing the funding landscape for innovation [8]. - The integration of quality tech assets into insurance portfolios is seen as essential for achieving long-term stable returns [8]. Deep Adaptation to Innovation Needs - Insurance institutions are focusing on enhancing their mechanisms to better support technology innovation investments, including establishing specialized research teams [10]. - The emphasis on aligning investment strategies with the evolving needs of technology sectors is critical for fostering a sustainable investment environment [10]. Risk Management and Valuation - The establishment of robust risk management frameworks is essential for the sustainable participation of insurance capital in technology investments, with a focus on long-term analysis and monitoring [11]. - Valuation and pricing capabilities are being developed to ensure that investments in technology firms are based on sound financial assessments [12].