格隆汇12月9日丨南京聚隆(300644.SZ)在投资者互动平台表示，PA6和PA66是公司改性工程塑料系列的 拳头产品，凭借优异的性能和稳定的质量，在国内外市场享有良好口碑。PA6和PA66的产量结构会根据 市场需求进行结构化调整，具体数据还要请查询公司定期披露的年度报告或半年度报告。PA6已应用于 汽车及新能源汽车动力系统、高铁、电子电气等领域，并持续扩展机器人、充电储能、航空航天等新的 应用场景。 ...

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has officially launched the Hong Kong Stock Exchange Technology 100 Index, marking a significant milestone in its index and data business development [1] Group 1: Index Overview - The Technology 100 Index tracks the performance of the 100 largest technology companies listed on the Hong Kong Stock Exchange [1] - The index covers six major innovative themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1] Group 2: Market Impact - The launch of the index highlights the key role of the Hong Kong market in promoting the development of emerging industries [1] - All constituent stocks of the index meet the qualifications for southbound trading, providing investors with an effective and comprehensive investment tool [1]

Group 1: Market Overview - The Shanghai Composite Index closed at 3924 points, with a daily increase of 0.54% and a monthly increase of 0.26% [1] - The Shenzhen Composite Index closed at 2499 points, with a daily increase of 1.22% and a monthly increase of 0.81% [1] - Large-cap indices showed a daily increase of 0.84%, while mid-cap and small-cap indices increased by 1.13% and 1.22% respectively [1] Group 2: Industry Performance - The telecommunications equipment sector saw a significant daily increase of 5.96%, with a monthly increase of 12.58% and a remarkable 122.51% increase over the past six months [1] - Other electronic sectors and components also experienced positive growth, with increases of 4.77% and 4.08% respectively in the last day [1] - Conversely, the coking coal sector faced a decline of 1.9% yesterday, with a 6.92% decrease over the past month [1] Group 3: Policy Insights - The Central Political Bureau emphasized the need for better coordination between domestic economic work and international trade struggles, highlighting the importance of internal stability amid external uncertainties [10] - The meeting reiterated the focus on domestic demand, stating that policies will prioritize consumer and investment support to foster economic growth [10] - The "14th Five-Year Plan" was discussed, identifying ten key investment opportunities in future industries, including artificial intelligence, robotics, and aerospace [10][12] Group 4: Company-Specific Developments - China Shipbuilding Group announced a significant cooperation agreement worth approximately 500 billion RMB, involving the construction of various types of vessels [18] - The company reported a substantial increase in new orders, with a 144% month-on-month growth in November [18] - The outlook for the shipbuilding sector remains positive, driven by rising shipping rates and a favorable market environment [18] Group 5: Future Industry Trends - The report suggests that the "14th Five-Year Plan" will focus on advancing future manufacturing, information technology, and energy sectors, with specific attention to strategic resources and innovative pharmaceuticals [10][12] - The integration of the entire lithium battery supply chain is highlighted as a key growth area, with companies like Huayou Cobalt expanding their operations in nickel, cobalt, and lithium [23] - The anticipated growth in demand for clean energy and storage solutions is expected to drive profitability in the lithium sector, with projections for significant increases in production capacity [23]

港交所科技100设有快速纳入机制，符合特定条件的新上市公司在获纳入港股通交易后，可于常规审核 周期外快速加入指数。 陈翊庭续指："我们与易方达基金达成的授权安排，将进一步推动港股相关产品在中国内地市场的发 展，满足内地投资者捕捉港股市场科技投资机遇的强烈需求。我们期待与易方达及其他业界伙伴紧密合 作，共同开发创新的指数和产品，以满足投资者不断变化的需求，推动市场提供更丰富的投资工具。" 易方达基金董事长刘晓艳表示："我们很高兴也很荣幸获得香港交易所授权，在中国内地市场开发追踪 港交所科技100的ETF产品。该指数是表征香港上市科技企业的重要宽基指数，汇聚了100家香港交易所 上市的创新企业。我们很期待设立追踪该指数的ETF产品，让投资者分享香港上市科技企业的投资机 遇，同时赋能实体经济，助力新兴产业的培育与发展。" 智通财经APP获悉，12月9日，香港交易及结算所有限公司(香港交易所,00388)宣布推出香港交易所科技 100指数(港交所科技100)。港交所科技100是集团推出的首只港股指数，进一步拓展其指数业务，并继 续推动区内资本市场生态圈的发展。香港交易所今天还同时宣布，已与中国内地资产管理公司易方达基 ...

12月9日，香港交易及结算所有限公司(香港交易所,00388)宣布推出香港交易所科技100指数(港交所科技 100)。港交所科技100是集团推出的首只港股指数，进一步拓展其指数业务，并继续推动区内资本市场 生态圈的发展。香港交易所今天还同时宣布，已与中国内地资产管理公司易方达基金管理有限公司(易 方达基金)签订协议，授权其在中国内地推出追踪港交所科技100的交易所买卖基金(ETF)。 港交所科技100是一个宽基股票指数，追踪100家在香港交易所上市的市值最大的科技公司的表现。这些 公司的行业涵盖六大创新主题，分别为：人工智能、生物科技及制药、电动汽车及智能驾驶、信息科 技、互联网和机器人。指数的成分股皆为港股通合资格股票，以满足国际和中国内地投资者的投资需 求。 根据授权协议，易方达基金计划在中国内地推出追踪港交所科技100的ETF，具体安排将取决于监管批 准及发行人的进一步公告。展望未来，香港交易所将继续拓展指数业务，并加强与业界伙伴合作，共同 推出更多指数相关的产品。 香港交易所集团政总裁陈翊庭表示："我们很高兴能推出香港交易所科技100指数，这是集团指数及数据 业务发展的一个重要里程碑。这只宽基指数涵盖 ...

Core Viewpoint - Hong Kong Stock Exchange (HKEX) has launched the HKEX Tech 100 Index, marking its first stock index and aiming to expand its index business while promoting the development of the regional capital market ecosystem [1] Group 1: Index Overview - The HKEX Tech 100 is a broad-based stock index that tracks the performance of the 100 largest technology companies listed on the Hong Kong Stock Exchange [1] - The index encompasses companies across six major innovation themes: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and smart driving, information technology, internet, and robotics [1]

【乘特朗普All in机器人东风？软银和英伟达考虑参与Skild AI新融资 ，估值或140亿】若超10亿美元的新一轮融资成功，Skild AI的估值将较今年B轮融资时 高近两倍，当时的融资由软银领投，英伟达参投。上周报道称美商务部长近期频繁会见机器人行业CEO，全力支持该行业加快发展，特朗普政府考虑明年发 布关于机器人的行政令。详见 ...

美股三大指数回落，标普500、纳指终结四连涨，但英伟达反弹近2%；十年期美债收益率创两月新高； 伦铜再创历史新高。 中共中央政治局会议：明年经济工作要坚持稳中求进、提质增效，发挥存量政策 和增量政策集成效应，继续实施更加积极的财政政策和适度宽松的货币政策，加大逆周期和跨周期调节 力度，实施更加积极有为的宏观政策，持续扩大内需、优化供给，做优增量、盘活存量。 中国11月外 贸增速大幅回升，以美元计价出口同比转增5.9%，进口同比增1.9%；稀土出口环比增长26.5%，大豆进 口环比降14.5%。 美最高院暗示支持特朗普解雇独立政府机构FTC委员，90年先例要被推翻，但一位保 守派法官称对削弱联储独立性存"顾虑"。 特朗普发帖暗示高院可能否决"对等关税"但有"B计划"，美国 公司"争先恐后"争夺"退税"。 特朗普称本周将针对人工智能发布单一规则行政命令，限制各州自行决 策。 特朗普质疑奈飞后派拉蒙抢购华纳兄弟，CEO放话多给股东176亿现金，派拉蒙股价大涨9%，华 纳涨潮4%。 谷歌将携手中国AR企业Xreal打造"Project Aura"眼镜。 乘特朗普All in机器人东风：软银和 英伟达据称商议参与Ski ...

Group 1 - The core product RK3588 has achieved a significant market share in the robotics sector, collaborating with well-known companies such as Yushutech, Yundongchu Technology, Jizhijia, and Ecovacs, covering various types of robots including humanoid, quadruped, service, industrial inspection, AGV handling, and cleaning robots [1] - The robotics business is a key product line in the company's AIoT strategy, with the SoC primarily acting as the "brain" for robots, responsible for motion control and environmental perception, leading to large-scale deployment across multiple robotic terminals [1] Group 2 - The company is enhancing the decision-making and planning capabilities of robots by leveraging edge computing co-processors, with a focus on high-performance, low-power integrated chip solutions becoming a core competitive point in the industry [3] - The company has established mature solutions in machine vision and audio interaction, providing foundational support for applications such as intelligent visual recognition, target detection, and multimodal interaction [3] - Long-term stable partnerships with several storage manufacturers ensure advantages in supply chain and cost management for robotics and AIoT businesses, laying the groundwork for future large-scale shipments [3]

Robotics - Ruichip Micro has collaborated with Yushu Technology and Yundong Technology on humanoid robots and related products [1] - Feirongda offers dexterous hands and joint modules, with some products in small batch supply [1] - Zhonghaidah has secured IMU product contracts with three domestic intelligent robot companies and achieved small batch delivery [1] - Sanan Optoelectronics produces GaN chips for humanoid robot joints and dexterous hand motors [1] - Baiwei Storage's LPDDR4X and eMMC storage products are used in Yushu Technology's Go2 intelligent robotic dog [1] - Keda Li's robot business is progressing steadily, though revenue contribution remains low [1] - China Duty Free Group has not included robots in the tax-exempt product categories [1] Commercial Aerospace - Chaojie Co. has delivered shell segments and fairings for rockets in bulk, with a strong order backlog [1] - Guoguang Electric's Hall electric thruster components have been successfully applied in manned space engineering and small satellite sales [1] - Shunhao Co.'s subsidiary, Treadlight, has completed the first generation of experimental satellites, which have not yet been launched [1] - Sitake's core products, 3D SPI and 3D AOI, are used in quality control for commercial aerospace processes [1] - Xinwei Communication is the exclusive supplier of certain components for satellite ground terminal products for a major North American client [1] - Shagang Group has no current investment projects in the satellite internet finance sector [1] AI Glasses - Guangpu Co.'s FPC products are applicable in AI glasses [1] Photoresists - Nanda Optoelectronics has an existing production capacity of 50 tons per year for Arf photoresists [1] Other Technologies - Huilun Crystal's TCXO products are used in satellite communication and Beidou navigation [1] - Dongfang Electric's lithium battery shell pre-plated nickel materials are in mass production, with a monthly output of 2000 tons [1] - Dazhong Mining's Jizhaoshan lithium mine is expected to produce approximately 80,000 tons of lithium carbonate annually from 20 million tons of raw ore [1] - Xidi Micro has launched 10-20A high current POL chips and is adapting with multiple downstream clients [1] - Bozhong Precision is developing equipment for the next generation 1.6T optical module products [1] - Shengmei Shanghai has introduced several devices compatible with HBM processes [1] Semiconductor Materials - Meichang Co. has successfully developed specialized diamond wire for cutting semiconductor materials [2] - Anli Co. has achieved mass production of certain products in the bio-based and recycling sectors [2] - Cheny Intelligent is not a supplier for Foxconn [2]