【早报】美联储宣布:降息25个基点!鲍威尔重磅发声;中方正考虑限制获取英伟达H200芯片?外交部回应
财联社·2025-12-10 23:09

Industry News - The National Medical Products Administration is prioritizing the review of innovative products and domestic alternatives to critical technologies to enhance the competitiveness of China's pharmaceutical industry [4] - The Ministry of Agriculture and Rural Affairs is launching a consumption promotion activity for the New Year and Spring Festival in 2026, aiming to boost agricultural product consumption during peak seasons [5] - The NAND storage module market is experiencing significant shortages, with some manufacturers expected to run out of stock by the first quarter of 2026, leading to a nearly 50% monthly price increase for Micron's NAND products [5] - The China Computing Power Platform has officially launched, marking a significant step in the construction of a nationwide integrated computing power network [5] - Semiconductor equipment manufacturers report that TSMC and other companies are accelerating the expansion of advanced packaging capacity, with demand for GPUs and ASICs exceeding expectations for 2026-2027 [6] Company News - Kweichow Moutai announced a mid-term dividend of 30 billion yuan for 2025, with the record date set for December 18 [7] - Wuliangye announced a mid-term dividend of 10.007 billion yuan for 2025, with the record date set for December 17 [9] - Blue Si Technology plans to acquire 100% of the shares of Peimei International, a liquid cooling and server cabinet company, to expand into the AI computing infrastructure sector [10] - Huayi Brothers reported a debt default of 52.5 million yuan and plans to gradually exit and dispose of some assets [11] - Century Huatong announced that its subsidiary holds 19.5887 million shares of Moer Thread [11]