在求真务实中"保持马不停蹄的干劲"。走过千山万水，仍需跋山涉水。实现社会主义现代化是一个阶梯 式递进、不断发展进步的历史过程，需要不懈努力、接续奋斗。岁序更替，华章日新。"十四五"以来， 我们踔厉奋发、勇毅前行，克服重重困难挑战，圆满完成目标任务。这是依靠大家拼搏进取、耕耘奉献 而铸就的。面向未来，依然要保持马不停蹄的干劲。锐始者必图其终，成功者先计于始。面对"十五 五"的艰巨任务，要锚定目标任务，坚定信心、乘势而上，扎实推动高质量发展，进一步全面深化改革 开放，推进全体人民共同富裕，续写中国奇迹新篇章。永不懈怠的信心与劲头从哪里来，我们要坚持从 严管党治党，在去腐生肌中持续推进自我革命，要砥砺初心使命，持之以恒、久久为功，继续回答好延 安"窑洞之问"，书写无愧于人民的时代答卷。我们要坚定理想信念，立足自身实际，认认真真把自己的 事情做好做实，才能万事皆可期。（张继） 在创新创造中"激发万马奔腾的活力"。推进中国式现代化，是一项前无古人的开创性事业，必然会遇到 各种可以预料和难以预料的风险挑战、艰难险阻甚至惊涛骇浪。面对压力挑战，既要拿出跃马扬鞭的勇 气，更要激发万马奔腾的活力。中国式现代化是干出来的，我们要 ...

人工智能大模型你追我赶，芯片自主研发有了新突破，我国成为创新力上升最快的经济体之一。天问二号开启"追星"之旅，雅下水电工程开工建 设，首艘电磁弹射型航母正式入列。人形机器人亮出"功夫模式"，无人机演绎绚丽"烟花"……回眸2025，科技与产业深度融合，创新成果竞相涌 现。 走进2026，从微观到宏观、从基础到应用，重大成果正由"点状突破"迈向"系统爆发"，"硬核实力"与"民生温度"共同勾勒出中国科技新答卷的鲜 明底色。 深空深海齐发力 向深远空间与海洋不断挺进，中国探索的足迹拓展至前所未及之境。 首次揭示月球背面约28亿年前仍存在年轻的岩浆活动；获取人类首份月背古磁场信息；系统阐释了月壤的独特黏聚行为……2025年，嫦娥六号带 回的1935.3克月壤样品持续产出成果，为未来月球探测任务提供重要科学依据。 中国空间站步入常态化运营，不仅作为航天员的"太空家园"，更化身为产出重大科学成果的"太空实验室"：舱内"太空炼丹炉"突破3100℃超高温 纪录，为材料科学研究开辟新平台；四只"太空鼠"完成两周太空实验，为深空生命保障技术积累宝贵数据。 深海探测同样捷报频传。"奋斗者"号载人潜水器完成我国首次北极密集冰区载人深潜 ...

人工智能大模型你追我赶，芯片自主研发有了新突破，我国成为创新力上升最快的经济体之一。天问二 号开启"追星"之旅，雅下水电工程开工建设，首艘电磁弹射型航母正式入列。人形机器人亮出"功夫模 式"，无人机演绎绚丽"烟花"……回眸2025，科技与产业深度融合，创新成果竞相涌现。 走进2026，从微观到宏观、从基础到应用，重大成果正由"点状突破"迈向"系统爆发"，"硬核实 力"与"民生温度"共同勾勒出中国科技新答卷的鲜明底色。 深空深海齐发力 量子科技领域，从"祖冲之三号"的千万亿倍算力突破，到天地一体化保密通信网络，中国稳居全球第一 梯队，形成"局部领跑、整体并跑"的战略格局。 向深远空间与海洋不断挺进，中国探索的足迹拓展至前所未及之境。 首次揭示月球背面约28亿年前仍存在年轻的岩浆活动；获取人类首份月背古磁场信息；系统阐释了月壤 的独特黏聚行为……2025年，嫦娥六号带回的1935.3克月壤样品持续产出成果，为未来月球探测任务提 供重要科学依据。 中国空间站步入常态化运营，不仅作为航天员的"太空家园"，更化身为产出重大科学成果的"太空实验 室"：舱内"太空炼丹炉"突破3100℃超高温纪录，为材料科学研究开辟新平台； ...

华见早安之声 市场概述 2025年收官日，美国股债双杀，贵金属盘中跳水。 三大美股指四连阴，但 连涨三年且均录得两位数年度涨幅，科技股力挺纳指2025年涨超20%， 全年英伟达涨近40%远逊于2024年、谷歌涨近65%。 美国失业人数不增反降，美债收益率盘中拉升，美元指数转涨至逾一周新高、但 创八年来最大年跌幅。 日元连跌四个月，创近两年最长连跌；欧元和英镑创2017年来最大年涨； 离岸人民币盘中涨破6.98，再创15个月新高，全年大涨超3000点、扭转三年连跌。 全年加密货币普跌： 比特币跌超6%创三年最大年跌、以太坊一年跌超10%。 芝商所再次提高交易保证金， 盘中期银和现货铂金跌超10%， 金银全年分别涨超60%和近150%，金银仍创1979年来最大年涨幅。伦铜止步八连阳、告别纪 录高位， 全年涨超40%、创2009年来最大年涨幅。 原油两连跌，连跌五个月、 创十年来最长连跌月，油价2025年跌约20%，为五年来最大年跌幅， 布油连跌三年、创最长年跌。 亚洲时段，沪指11连阳收官，2025年涨近20%，创业板全年大涨近50%，恒指创八年最佳年度表现。 要闻 国家主席习近平发表二〇二六年新年贺词。 在题为 ...

新年前夕，国家主席习近平通过中央广播电视总台和互联网，发表了二〇二六年新年贺词。全文如下： 大家好！岁序更替，华章日新。在新年到来之际，我在北京向大家致以美好的祝福！ 2025年是"十四五"收官之年。5年来，我们踔厉奋发、勇毅前行，克服重重困难挑战，圆满完成目标 任务，在中国式现代化新征程上迈出了稳健步伐。我国经济总量连续跨越新关口，今年预计达到140万 亿元，经济实力、科技实力、国防实力、综合国力跃上新台阶，绿水青山成为亮丽底色，人民群众获得 感幸福感安全感不断增强。5年历程极不寻常，成绩来之不易。大家拼搏进取、耕耘奉献，铸就了欣欣 向荣的中国。我向每一位辛勤付出的奋斗者致敬！ 我们继续敞开胸怀拥抱世界。上合组织天津峰会、全球妇女峰会成功举办，海南自贸港全岛封关运作。 为更好应对气候变化，我国宣布新一轮国家自主贡献。继"三大倡议"之后，我提出全球治理倡议，推 动建设更加公正合理的全球治理体系。当今世界变乱交织，一些地区仍被战火笼罩。中国始终站在历史 正确一边，愿同各国携手促进世界和平发展，推动构建人类命运共同体。 前不久，我出席了全运会开幕式，粤港澳三地同心同行，令人欣慰。要坚定不移贯彻"一国两制"方 针， ...

我们以文化滋养精神家园。文博热、非遗热不断升温，世界遗产再添新员，悟空和哪吒风靡全 球，古韵国风成为年轻人眼中的"顶流审美"。文旅市场人气火爆，"城超""村超"热闹非凡，冰 雪运动点燃冬日激情。传统与现代交融，中华文化绽放更加灿烂的光芒。 2025年是"十四五"收官之年。5年来，我们踔厉奋发、勇毅前行，克服重重困难挑战，圆满完 成目标任务，在中国式现代化新征程上迈出了稳健步伐。我国经济总量连续跨越新关口，今年 预计达到140万亿元，经济实力、科技实力、国防实力、综合国力跃上新台阶，绿水青山成为 亮丽底色，人民群众获得感幸福感安全感不断增强。5年历程极不寻常，成绩来之不易。大家 拼搏进取、耕耘奉献，铸就了欣欣向荣的中国。我向每一位辛勤付出的奋斗者致敬！ 这一年，令人难忘的是，我们隆重纪念中国人民抗日战争暨世界反法西斯战争胜利80周年，设 立台湾光复纪念日。国之盛典威武雄壮，胜利荣光永载史册，激励中华儿女铭记历史、缅怀先 烈、珍爱和平、开创未来，凝聚起中华民族伟大复兴的磅礴伟力。 我们依靠创新为高质量发展赋能。科技与产业深度融合，创新成果竞相涌现，人工智能大模型 你追我赶，芯片自主研发有了新突破，我国成为创新力上 ...

（文章来源：央视新闻） 今天（12月7日）上午，哈尔滨工程大学集成电路学院揭牌成立，这也是全国高校第一所船海核领域集 成电路学院。依托哈尔滨工程大学在船舶工业、海军装备、海洋开发、核能应用领域的办学优势，新成 立的集成电路学院将聚焦"海洋芯片"自主研发，围绕海洋传感器、水下智能系统、多物理场探测、微机 电系统等集成电路应用领域，开展"微纳半导体与光电集成器件""集成电路设计技术与系统芯片""集成 电路加工技术与传感器""先进封装与智能微系统集成"等研究，推动关键核心技术攻关，通过产教融 合，建立一支高水平教学科研师资队伍。 学院将开设集成电路本博贯通班，本科生培养实行校企联合培养模式，通过一年基础学习、两年实验室 研发实践与一年企业毕业设计相结合，实行校企"双导师制"，计划每年培养约60名掌握芯片全流程技术 的复合型创新人才。 ...

Core Viewpoint - The article highlights the rapid advancement of Chinese companies in the CMOS image sensor (CIS) market, particularly focusing on the success story of Geke Micro, which has transitioned from low-end to high-end products in the industry [5][24]. Group 1: Company Background and Development - Geke Micro was founded in 2003 by Zhao Lixin and his partners, who recognized the potential of the CMOS image sensor market after the launch of the first camera phone by Sharp [6][8]. - The company initially faced significant challenges, including a lack of market experience and management issues, but eventually found success by starting with lower pixel products and gradually moving up the value chain [17][18]. - By 2014, Geke Micro had become the leading supplier of CMOS sensors in China, with shipments exceeding 940 million units and sales surpassing $350 million [22]. Group 2: Market Position and Challenges - Despite achieving high shipment volumes, Geke Micro lagged in revenue compared to global leaders like Sony, which dominated the high-end market [24]. - In 2020, Geke Micro's revenue from CIS chips was approximately 5.86 billion yuan, accounting for only 5% of the global market, while Sony's revenue was $9.4 billion, capturing 40% of the market [24]. Group 3: Strategic Transformation and Future Goals - To address the revenue gap, Geke Micro initiated a transformation towards high-end products, aiming for $3 billion in revenue by optimizing its business model from Fabless to Fab-Lite [25][26]. - The company went public in August 2021, raising approximately 3.593 billion yuan to fund its transition to a Fab-Lite model, which combines in-house manufacturing with outsourcing [26]. - By 2023, Geke Micro's new factory was operational, significantly reducing the production cycle for high-end products, with revenue from products over 13 million pixels reaching 1 billion yuan [27].

Core Viewpoint - The semiconductor equipment market in China is experiencing a significant shift, with Japanese companies like Nikon and Canon capitalizing on the restrictions faced by ASML, leading to a dramatic increase in their sales in the Chinese market [2][4][16]. Group 1: ASML's Market Position - In 2023, ASML delivered 225 lithography machines to China, generating over €6.4 billion, making China its second-largest market, accounting for 29% of total sales [4]. - By Q3 2023, Chinese orders constituted 46% of ASML's global revenue, driven by the rapid growth of China's chip industry [4]. - Following U.S. pressure, ASML faced export restrictions starting January 2024, predicting a 10% to 15% impact on sales in China for that year [6][8]. Group 2: Japanese Competitors' Strategy - Nikon and Canon have shifted their focus to mature technologies, such as DUV and i-line, which are suitable for the majority of Chinese chip manufacturers producing 28nm and above chips [8][10]. - Nikon launched a new i-line lithography machine in 2024, its first in 25 years, priced 20% to 30% lower than Canon's offerings, aiming to penetrate the Chinese market [12]. - Canon expanded its service network in China, increasing technical staff by 50% to support its lithography equipment [14]. Group 3: Market Dynamics and Trends - In Q1 2024, Japan's semiconductor equipment exports to China surged to ¥521.2 billion, a staggering 82% increase year-on-year, marking the highest level since 2007 [16]. - By 2024, Japan's semiconductor equipment exports to China reached $9.63 billion, a 28.23% increase, with Japan becoming the largest supplier to China [16][20]. - The overall semiconductor equipment market is projected to grow by 25.4% in 2024, with China's semiconductor manufacturing equipment market expected to reach $23.89 billion [20][22]. Group 4: Future Outlook - ASML has lowered its sales target for 2025 from €3-4 billion to €3-3.5 billion due to a weakening Chinese market [22]. - Nikon and Canon have also adjusted their forecasts, with Nikon expecting a decline in net profit by 22% to ¥35 billion [18][24]. - The Chinese market is anticipated to grow at a compound annual growth rate of 14.63% from 2025 to 2035, indicating a long-term shift in the semiconductor equipment landscape [22].

Core Viewpoint - The global automotive industry is facing a significant chip shortage exacerbated by the Dutch government's intervention in the semiconductor company Nexperia, which has led to supply chain disruptions and production halts among major automakers [1][2][5]. Group 1: Supply Chain Disruptions - The Dutch government has taken control of Nexperia, a subsidiary of the Chinese company Wingtech Technology, citing national security concerns, which has triggered a global chip supply crisis [2][5]. - Nexperia's actions have resulted in a substantial debt of 1 billion RMB owed to its packaging and testing factory in Dongguan, China, raising concerns about the reliability of the supply chain [1][2]. - Major automakers like Volkswagen and Honda have reported production halts and significant financial impacts due to the ongoing chip shortages [2][9]. Group 2: Impact on Automakers - Volkswagen reported its first quarterly loss in five years, warning that chip shortages could jeopardize its annual profit targets [2][9]. - Honda's factories in Mexico and Canada have announced production cuts and temporary shutdowns due to the lack of chips, which are critical for vehicle functionality [2][9]. - The European Automobile Manufacturers Association has warned of potential production interruptions across Europe if Nexperia's supply does not resume soon [3][9]. Group 3: Market Position of Nexperia - Nexperia is a leading supplier of discrete and power semiconductors, holding over 30% of the global market share in automotive power semiconductors [8][12]. - The company's components are essential for various vehicle functions, and their absence can halt production lines, as even low-cost components are critical for vehicle assembly [8][12]. - The semiconductor market is characterized by long certification processes, making it difficult for automakers to quickly switch suppliers in response to shortages [11][12]. Group 4: Responses from the Industry - Automakers are actively seeking alternative suppliers to mitigate the impact of Nexperia's supply disruptions, but the transition is complicated by lengthy certification processes and increased costs [11][12]. - The automotive industry is facing a shift in supply chain risks from predictable shortages to acute disruptions caused by geopolitical factors [13][17]. - The situation has prompted discussions about increasing domestic semiconductor production capabilities in response to geopolitical tensions and supply chain vulnerabilities [17].