12月30日早盘，创业板人工智能开盘冲高，AI应用概念股涨幅居前，汉得信息、蓝色光标领涨超5%，易点天下、昆仑万维、芒果超媒等多股涨超2%。热门 ETF方面，同类流动性最佳的创业板人工智能ETF（159363）场内上扬逾1%冲击前高， 把握以光模块为核心的算力方向以及AI应用机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），标的 指数重点布局光模块龙头"易中天"，光模块含量最新超56%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效捕捉AI主题行情。 （截至2025.11.30） 同类对比看，截至12月29日，创业板人工智能ETF华宝（159363）最新规模超38亿元，近1个月日均成交额超6亿元，在跟踪创业板人工智能指数的7只ETF 中排行第一！ 数据来源：沪深交易所等。注："全市场首只"是指首只跟踪创业板人工智能指数的ETF。 风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11。创业板人工智能指数2020-2024年年度 涨跌幅分别为：20.1%、17 ...

Group 1 - The core viewpoint of the news is the significant rise in AI application stocks on the ChiNext board, with notable gains from companies like Hand Information and BlueFocus, which led the market with over 5% increases [1][5] - The ChiNext AI ETF (159363) experienced an increase of over 1%, approaching its previous high, indicating strong market interest in AI-related investments [1][5] - Meta's acquisition of the AI application company Manus for several billion dollars is highlighted as its third-largest acquisition, following WhatsApp and Scale AI, reflecting the growing investment in AI applications [1][5] Group 2 - According to Industrial Securities, overseas computing power is expected to enter a new phase by 2026, with continued investment in computing infrastructure and anticipated growth in demand for optical modules [2][6] - The first ChiNext AI ETF (159363) has a market size exceeding 3.8 billion yuan, with an average daily trading volume of over 600 million yuan in the past month, ranking first among seven ETFs tracking the ChiNext AI index [2][6] - The ETF's portfolio is heavily weighted towards computing power and AI applications, with over 70% allocated to computing power and more than 20% to AI applications, allowing for effective capture of AI market trends [2][6]

| 序号 | 项目名称 | 总投资额 | 拟投入募集资金 | | --- | --- | --- | --- | | 1 | 先进电子功能材料基地建设项目 | 34,043.20 | 34.043.20 | | 2 | 深圳市鸿富诚新材料股份有限公司 研发中心建设项目 | 22,989.98 | 22.989.98 | | 3 | 营销服务网络及总部基地建设项目 | 10,006.00 | 10.006.00 | | 4 | 补充流动资金 | 25,000.00 | 25,000.00 | | રે | 发展与科技储备资金 | 30.000.00 | 30.000.00 | | | 合计 | 122,039.18 | 122,039.18 | 瑞财经 王敏 12月26日，据深交所官网，深圳市鸿富诚新材料股份有限公司（以下简称"鸿富诚"）创业板IPO获受理，保荐机构为华源 证券，保荐代表人为赖昌源、任东升。 招股书显示，鸿富诚成立于2003年，是一家专注热管理、电磁屏蔽和吸波等先进电子功能材料及器件研发、产业化的国家级专精特新 重点"小巨人"企业，产品广泛应用于数据中心（AI高功率芯片、光模块）、智能汽车、5G ...

Core Viewpoint - Shenzhen Hongfucheng New Materials Co., Ltd. has received approval for its IPO on the ChiNext board, focusing on advanced electronic functional materials and devices, with applications in data centers, smart vehicles, 5G communication, and consumer electronics [2]. Group 1: Company Overview - Hongfucheng was established in 2003 and is recognized as a national-level specialized and innovative "little giant" enterprise [2]. - The company specializes in research and industrialization of thermal management, electromagnetic shielding, and wave-absorbing materials [2]. Group 2: IPO and Fundraising - The IPO aims to raise 1.22 billion yuan, allocated to various projects including the construction of an advanced electronic functional materials base, a research and development center, a marketing service network, and to supplement working capital [3]. - Total investment for the projects is estimated at 12.2 billion yuan [3]. Group 3: Financial Performance - The company's total assets have increased from 4.09 billion yuan in 2022 to an expected 6.44 billion yuan by June 2025 [4]. - Revenue figures for the years 2022 to 2025 are projected to be 2.45 billion yuan, 2.60 billion yuan, 3.30 billion yuan, and 2.62 billion yuan respectively, with net profits of 382.95 million yuan, 347.62 million yuan, 715.05 million yuan, and 907.45 million yuan [4]. - The net profit for the first half of 2025 is expected to exceed the total net profit of the previous year [4]. Group 4: International Business - The company's overseas revenue has shown growth, with figures of 1.02 billion yuan, 1.11 billion yuan, 1.41 billion yuan, and 1.58 billion yuan from 2022 to 2025, representing a significant portion of total revenue [5]. Group 5: Shareholding Structure - The largest shareholder is Sun Aixiang, who holds 32.03% of the shares, while Zhao Jianping holds 25.97%, together controlling 58.00% of the company [7]. - Sun Aixiang and Zhao Jianping have a combined voting power of 67.86% [7].

Market Overview - On December 30, A-shares opened lower with the Shanghai Composite Index down 0.44% at 3947.87 points, the Shenzhen Component Index down 0.52% at 13466.3 points, and the ChiNext Index down 0.44% at 3208.32 points [1] - Precious metals and non-ferrous metals sectors experienced a collective pullback, with silver and non-ferrous metals hitting the limit down, and companies like Yunnan Copper and Jiangxi Copper also declining [1] Company News - Longpan Technology's subsidiary has been operating its lithium iron phosphate production line at full capacity but will reduce production by approximately 5,000 tons for maintenance starting January 1, 2026, without significant impact on 2026 performance [2] - Ganfeng Lithium received a notice regarding an insider trading case, but its operations remain normal [2] - Shenjian Co. reported that its commercial aerospace revenue is only 371.24 million yuan, accounting for 0.20% of its total revenue for Q3 2025 [2] - Tianqi Co. plans to raise up to 977 million yuan for projects related to automotive equipment and robotics [2] - WISCO Development is planning a major asset restructuring involving the acquisition of stakes in WISCO Mining and Luzhong Mining, with stock suspension expected for up to 10 trading days [3] Industry Insights - The silver market saw prices near $80 per ounce, reaching over $83 before a significant drop, influenced by margin increases by the Chicago Mercantile Exchange [6] - The humanoid robot sector is expanding, with Yushu Technology set to open its first store in Beijing and launch a dedicated app store for robot applications [7] - At least 10 commercial aerospace companies are pursuing IPOs, with new regulations from the Shanghai Stock Exchange aimed at facilitating listings for commercial rocket firms [8] - The copper foil substrate industry is experiencing price increases due to rising copper prices and supply chain issues, with a forecast of continued price hikes in 2025-2026 [9] - The digital currency sector is set for a new framework launch by the People's Bank of China on January 1, 2026, enhancing the management and infrastructure for digital yuan [10] - The carbon fiber market is expected to see price increases starting January 2026, with major producers announcing hikes of 10% to 20% [11] - The Chinese government is focusing on boosting consumption through various initiatives, including subsidies for replacing consumer goods [12]

如果你的初创公司正缺启动资金，那融资绝不是 "顺便跑跑流程" 的小事，而是得让你全身心扑进去的 核心工作。 Hustle Fund 联合创始人 Elizabeth Yin，大概是把这个道理讲得最戳人的业内人之一 —— 她既是早期基 金投资人，自己也创过业，还帮过成百个早期团队跑完融资全流程。她分享的几个融资认知，往往能戳 破不少创始人的 "理想主义泡泡"。 今天我们就结合她的实战经验，聊聊融资前你得想透的几件事。 Elizabeth Yin 有句很扎心的大实话："想把融资做透，基本上得投入100%的精力。" 不少第一次融资的创始人都踩过同一个坑：一边约投资人聊，一边还想亲自盯产品迭代、抓技术进度、 管销售数据、筛招聘简历 —— 最后要么融资进度卡壳，要么投资人跟进断档，节奏一乱，窗口期说没 就没。 那该怎么破？正式启动融资前，得先把自己的工作 "清空"： 能暂停的业务，果断按下暂停键；能交接给合伙人或核心成员的事，提前理清楚权责；非核心的杂事， 能外包就外包；重复流程性工作，尽量用工具自动化。 融资期间，CEO的核心任务就三件： 其他事再 "紧急"，也得给融资让路。 很多创始人会问："怎么才能拿到更高估值？" ...

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