每经头条（nbdtoutiao）——让"铁疙瘩"从数万米高空精准"踩刹车"，中国商业航天"降本复用"只差"最 后一公里"！朱雀之后，同行排队接力 （记者 王晓波） 2024年1至12月份，海峡创新的营业收入构成为：智慧城市及金融占比89.93%，智慧商业及医疗占比 10.07%。 截至发稿，海峡创新市值为108亿元。 每经AI快讯，海峡创新（SZ 300300，收盘价：16.27元）12月4日晚间发布公告称，公司通过查询中国 证券登记结算有限责任公司深圳分公司业务系统，获悉公司持股5%以上股东吴艳女士及其一致行动人 浙江赋飞科技有限公司近日部分股份被申请司法再冻结，本次冻结股份数量合计约2031万股。截至本公 告披露日，股东吴艳累计被冻结股份约1198万股。股东浙江赋飞科技有限公司累计被冻结股份约932万 股。 ...

证券代码：300300 证券简称：海峡创新 公告编号：2025-070 海峡创新互联网股份有限公司 关于公司持股 5%以上股东 所持股份被司法再冻结的公告 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。 注：上述被司法再冻结的股份为吴艳及浙江赋飞科技有限公司前期已质押的股份。 二、股东股份累计被冻结的基本情况 截至本公告披露日，上述股东及其一致行动人所持股份累计被冻结的情况如 下： | 股东名称 | 持股数量（股） | 持股 比例 | 累计被冻结 数量（股） | 累计被标 记数量 | 占其所持 股份比例 | 占公司总 股本比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | | （股） | | | | 吴艳 | 37,449,238 | 5.62% | 11,982,688 | 0 | 32.00% | 1.80% | | 浙江赋飞科 技有限公司 | 19,951,763 | 2.99% | 9,322,688 | 0 | 46.73% | 1.40% | | 合计 | 57,401,001 | 8. ...

Core Insights - The A-share market in Fujian has seen a collective surge, with several stocks experiencing significant gains, driven by favorable policies aimed at enhancing cross-strait economic integration [1][2] Group 1: Stock Performance - Zhaobiao Co. saw an increase of over 11%, with a total market value of 6.734 billion [3] - Dahua Intelligent rose by 10.09%, with a market capitalization of 7.042 billion [3] - Sun Cable increased by 10.05%, with a market value of 6.804 billion [3] - Xinhe Co. and Anji Food both rose by 10.01%, with market values of 4.853 billion and 4.163 billion respectively [3] - Longxi Co. and Longzhou Co. both reached the 10% limit-up, with market values of 10.9 billion and 4.027 billion respectively [3] - Aerospace Development and Ruineng Technology increased by over 7%, with market values of 29.5 billion and 5.801 billion respectively [3] - Other notable stocks include Hengerd and Haixia Innovation, which rose by over 6% [1] Group 2: Policy Developments - Fujian has introduced 12 new policies to benefit Taiwanese enterprises and optimize tax services for Taiwanese businesses [1] - The "14th Five-Year Plan" emphasizes the construction of transportation and logistics infrastructure to enhance cross-strait connectivity [1] - The 2023 policy document supports the establishment of a cross-strait integration development demonstration zone, focusing on collaboration between Xiamen and Kinmen, as well as Fuzhou and Matsu [1] - In 2024, a joint notice from the Ministry of Commerce, National Development and Reform Commission, and Ministry of Industry and Information Technology will support Fujian in leveraging RCEP rules to attract Taiwanese investments [1]

Group 1 - The stock of Haixia Innovation fell over 18% [1] - Pingtan Development, Rongji Software, and Dongbai Group hit the daily limit down [1] - Qianzhao Optoelectronics, Fulongma, and Ruineng Technology experienced significant declines [1]

Core Insights - The report emphasizes that computational power is accumulating, leading to significant advancements in applications, particularly in AI, with a projected 10% impact point approaching in 2026 [3] - Institutional holdings in the computer sector are at a historical low of 2.4%, indicating potential for growth in valuations [3][21] - The report identifies three key focus areas for 2026: large models, computational power, and applications, all showing significant changes and accelerated iterations [3] Group 1: Market Overview - The computer index has shown a year-to-date increase of 18%, ranking 12th among all sectors, with AI computing, embodied intelligence, and AI applications as the main themes [9][10] - The report notes a basic performance turning point, with net profit rebounding and a stable overall performance expected for 2025 [10][13] Group 2: Valuation and Holdings - The report indicates that the computer sector's valuation is at a historical mid-to-high level, with PE (TTM) at 85.4, PS (TTM) at 3.6, and PCF (TTM) at 46.6 [18] - The report highlights that the computer sector's fund allocation is at a historical low, with a 2.4% allocation in Q3 2025 [21] Group 3: AI Model Developments - The report discusses the rapid narrowing of the performance gap between Chinese and American large models, with significant advancements in commercial applications expected [3][26] - It highlights the emergence of various large models in 2025, focusing on monetization, AI programming, and multi-modal capabilities [26][29] Group 4: Key Companies and Trends - The report identifies key companies in the computer sector, such as Zhongke Shuguang and Inspur Information, which have seen significant increases in their market values due to rising domestic computational capacity [23] - The report notes that the demand for AI applications is driving growth in various sectors, with companies like Alibaba and ByteDance leading in AI-related job creation [40]

Core Points - The stock of Haixia Innovation experienced a significant decline of 15.38% today, with a turnover rate of 35.55% and a trading volume of 4 billion yuan, indicating high volatility with an amplitude of 24.45% [2] - Institutional investors net sold 4.15 million yuan, while the total net selling from brokerage seats reached 31.07 million yuan [2] - The stock has appeared on the "Dragon and Tiger List" 15 times in the past six months, with an average price increase of 2.21% the day after being listed and an average increase of 13.72% over the following five days [3] Trading Data - The top five brokerage seats accounted for a total transaction volume of 405 million yuan, with buying amounting to 185 million yuan and selling amounting to 220 million yuan, resulting in a net selling of 35.22 million yuan [2] - Among the brokerage seats, one institutional seat was involved, with a buying amount of 34.68 million yuan and a selling amount of 38.83 million yuan, leading to a net selling of 4.15 million yuan [2][4] - The main funds saw a net outflow of 424 million yuan today, with large orders contributing to a net outflow of 276 million yuan and a net outflow of 148 million yuan from larger funds [3]

Core Viewpoint - The article highlights significant declines in the stock prices of several companies, with a particular focus on the sharp drop of Haixia Innovation by over 18% and the trading limits reached by Pingtan Development, Rongji Software, and Dongbai Group [1] Group 1 - Haixia Innovation experienced a decline of more than 18% [1] - Pingtan Development, Rongji Software, and Dongbai Group hit the trading limit down [1] - Qianzhao Optoelectronics, Fulongma, and Ruineng Technology also saw notable declines in their stock prices [1]

Group 1 - Fujian local stocks continued to decline in the afternoon, with Haixia Innovation dropping over 18% [2] - Pingtan Development, Rongji Software, and Dongbai Group hit the daily limit down [2] - Qianzhao Optoelectronics, Fulongma, and Ruineng Technology experienced significant declines [2]

在基础设施建设方面，《措施》还提出，鼓励福州（含平潭）、泉州、厦门等地规划建设城市算力网， 推进"福州—深圳短路径光缆"项目建设。升级扩容"福淡""厦金"海底光缆，依托区域性国际关口局探索 算力"出海"专网服务。 作为数字经济大省，福建近年来数字经济规模持续高速增长。福建省发展改革委党组成员、省数据管理 局局长郭文忠曾透露，福建全省数字经济规模从2020年的2.03万亿元跃升至2024年的3.2万亿元，年均增 速超12%。 国研新经济研究院创始院长朱克力分析称，《措施》的出台对行业影响深远：从基础设施层面看，将推 动算力资源布局优化；从技术发展角度，鼓励新技术研发部署，将加速行业技术迭代，提升整体技术水 平；在应用场景方面，聚焦政务、医疗等重点行业开展算力应用创新，能拓展算力应用边界，催生新业 态新模式。 福建上市公司积极布局算力业务。弘信电子2025年前三季度算力及相关业务收入占主营业务收入比例达 40.53%。弘信电子董事长李强表示，《措施》的出台将给本地企业发展带来利好，下一步公司非常有 意愿参与支持西部及宁夏算力建设。鸿博股份AI算力业务占比超75%，相关人士称将借助政策机遇拓展 福建本地市场。此外还 ...

（文章来源：证券日报） 证券日报网讯 12月2日晚间，海峡创新发布公告称，公司股票交易价格连续3个交易日内（2025年11月 28日、2025年12月1日、2025年12月2日）收盘价格涨幅偏离值累计超过30%，触及《深圳证券交易所交 易规则》规定的异常波动的情形。 ...