Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

证券日报网讯 12月15日，星华新材在互动平台回答投资者提问时表示，截至2025年12月10日，公司股 东人数为8834户。 （文章来源：证券日报） ...

Core Viewpoint - Xinghua New Materials (301077.SZ) has signed a strategic cooperation agreement with Guangdong Guoteng Quantum Technology Co., Ltd. to establish a long-term and stable partnership in the field of quantum technology and its related applications [1] Group 1 - The cooperation aims to leverage Xinghua's extensive industrial experience in reflective materials to assist Guoteng in the industrialization of quantum technology [1] - Both companies will jointly explore quantum functional materials and quantum security applications, aiming for complementary advantages and value co-creation [1]

Core Viewpoint - The company Xinghua New Materials (301077.SZ) has signed a strategic cooperation agreement with Guangdong Guoteng Quantum Technology Co., Ltd. to establish a long-term and stable partnership in the field of quantum technology and its related applications [1] Group 1: Strategic Cooperation - The cooperation aims to leverage the company's extensive industrial experience in reflective materials to assist Guoteng in the industrialization of quantum technology [1] - The partnership will involve joint exploration of quantum functional materials and quantum security applications [1] Group 2: Guoteng Company Overview - Guoteng Company possesses multiple core patents related to key technologies for quantum communication and complete equipment for quantum key distribution [1] - The company is focused on research and development in areas such as the integration of quantum and classical communication networks, quantum systems, quantum chips, and the overall architecture of quantum computers, as well as their operation and application systems [1]

Group 1 - Muxi Co., Ltd. will list its common stock on the Sci-Tech Innovation Board on December 17, 2025 [1] - Xinghua New Materials signed a strategic cooperation agreement with Guoteng Company to collaborate in the quantum technology field [2] - TCL Technology's subsidiary plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 60.45 billion RMB [3] Group 2 - Jingjia Micro's subsidiary has completed key stages of its edge AI SoC chip, marking a significant project breakthrough [4] - Cambricon plans to use 2.778 billion RMB of its capital reserve to offset losses [5] - Bojun Technology's subsidiary intends to invest 600 million RMB in an automotive lightweight component production base in Chongqing [6] Group 3 - Longqi Technology plans to invest approximately 1.5 billion RMB to build an AI + smart terminal digital benchmark factory in Nanchang [7] - Taili Technology signed a strategic cooperation framework agreement with Jinan University to establish an advanced functional materials research institute with an investment of 100 million RMB [8][9] - Pengding Holdings plans to invest a total of 4.297 billion RMB in a production facility in Thailand by 2026 [10] Group 4 - China Metallurgical Group reported a new contract amount of 958.13 billion RMB from January to November 2025, a decrease of 8.6% year-on-year [16] - 吉祥航空 reported an 8.92% year-on-year increase in passenger turnover in November 2025 [17] - Hainan Airport's passenger throughput reached 2.0909 million in November 2025, a year-on-year increase of 8.16% [20] Group 5 - Xinhua Insurance reported a cumulative original insurance premium income of 188.85 billion RMB from January to November 2025, a year-on-year increase of 16% [21] - Huafeng Aluminum's controlling shareholder plans to reduce its stake by up to 2.17% [22] - Digital Vision plans to repurchase shares worth 80 million to 120 million RMB [23]

Core Viewpoint - The company Xinghua New Materials (301077.SZ) has signed a strategic cooperation agreement with Guangdong Guoteng Quantum Technology Co., Ltd. to establish a long-term and stable partnership in the field of quantum technology and its related applications [1] Group 1: Strategic Cooperation - The cooperation aims to leverage the company's extensive industrial experience in reflective materials to assist Guoteng in the industrialization of quantum technology [1] - Both parties will jointly explore quantum functional materials and quantum security applications [1] Group 2: Guoteng Company Overview - Guoteng Company possesses multiple core patents related to key technologies for quantum communication and quantum key distribution equipment for multi-user networking [1] - The company is focused on the research and development of technologies that integrate quantum and classical communication networks, quantum systems, quantum chips, and overall architecture for quantum computers, as well as operational and application systems [1]

Group 1 - The core viewpoint of the article is that Xinghua New Materials has signed a strategic cooperation agreement with Guangdong Guoteng Quantum Technology to establish a long-term partnership in the field of quantum technology and its applications [1] - The company will leverage its extensive industrial experience in reflective materials to assist Guoteng in the commercialization of quantum technology and explore quantum functional materials and quantum security applications [1] - As of the report, Xinghua New Materials has a market capitalization of 4.7 billion yuan [1] Group 2 - For the fiscal year 2024, the revenue composition of Xinghua New Materials is as follows: 98.26% from the manufacturing of chemical raw materials and chemical products, and 1.74% from other businesses [1]

星华新材(301077)12月15日公告，公司与广东国腾量子科技有限公司（简称"国腾公司"）签署《战略合 作协议》，双方将在量子科技及相关应用领域建立长期、稳定的战略合作关系。公司将依托在反光材料 行业丰富的产业化经验，助力国腾公司的量子技术产业化落地，并联合开展量子功能材料、量子安全应 用探索，实现双方优势互补与价值共创。国腾公司是拥有量子通信网络全产业链自主知识产权的前沿科 技企业。 ...

《战略合作协议》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 特别风险提示： 证券代码：301077 证券简称：星华新材 公告编号：2025-061 浙江星华新材料集团股份有限公司 关于与广东国腾量子科技有限公司签署 1、本次签署的战略合作协议属于框架性协议，在具体实施过程中 尚存在不确定性，敬请广大投资者谨慎决策，注意投资风险； 2、本次签署的战略合作协议对公司本年度经营业绩不会构成重大 影响，对公司未来年度经营业绩的影响将视与合作方后续项目的实施 情况确定。 一、协议签署概况 浙江星华新材料集团股份有限公司（以下简称"公司"）与广东 国腾量子科技有限公司（以下简称"国腾公司"）签署《战略合作协 议》，双方将在量子科技及相关应用领域建立长期、稳定的战略合作 关系。公司将依托在反光材料行业丰富的产业化经验，助力国腾公司 的量子技术产业化落地，并联合开展量子功能材料、量子安全应用探 索，实现双方优势互补与价值共创。 本协议是双方合作的框架文本，根据《公司章程》及相关规定， 暂无需提交公司董事会或股东大会审议。本协议的签订不构成关联交 易，也不构成《上市 ...

Core Insights - The company is responding to increasing demand for brazing materials in emerging sectors such as electric vehicle thermal management and photovoltaic energy storage [1] Group 1 - The company has already laid out corresponding products for the electric vehicle thermal management and photovoltaic energy storage sectors and has begun to generate revenue from these areas [1] - Currently, the revenue contribution from these emerging sectors is still relatively small [1]