Group 1 - Huaseng Tiancheng's revenue from AI-related business currently accounts for a low proportion of the company's overall operating income [1] - Xinhua Department Store has no plans to inject assets related to semiconductors, integrated circuits, or chips into the company [1] - Triangle Tire plans to invest 3.219 billion yuan to establish a new project in Cambodia with an annual production capacity of 7 million high-performance radial tires [1] Group 2 - Tianhong Co., Ltd.'s subsidiary has won a bid for an AI service procurement project from AVIC Technology [1] - Xinghua New Materials intends to acquire at least 51% of Tian Kuan Technology's shares [1] - Luxshare Precision plans to repurchase company shares worth between 1 billion to 2 billion yuan [1] Group 3 - Rui Zhi Pharmaceutical's Liang Yufeng and Yu Xianwen plan to collectively reduce their holdings by no more than 6% [1] - Tian Sheng New Materials plans to raise no more than 253 million yuan through a private placement to Rongsheng Zhizhi [1] - Zhongchuang Zhiling intends to issue convertible bonds to raise no more than 4.35 billion yuan for investment in high-end components for the new energy vehicle industry [2]

Group 1 - The core viewpoint of the news is that 深科技 (Shenzhen Technology) has shown significant stock performance and financial growth, with a notable increase in share price and revenue [1][2]. - As of January 16, 深科技's stock price increased by 2.17% to 28.71 CNY per share, with a total market capitalization of 451.23 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 13.57%, with a 21.45% increase over the past 20 trading days [1]. Group 2 - For the period from January to September 2025, 深科技 reported a revenue of 11.278 billion CNY, reflecting a year-on-year growth of 3.93%, and a net profit of 756 million CNY, which is a 14.27% increase [2]. - The company has distributed a total of 3.958 billion CNY in dividends since its A-share listing, with 702 million CNY distributed over the past three years [3]. - As of September 30, 2025, the top ten circulating shareholders of 深科技 include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3].

| | | 1月15日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 华胜天成 | 目前涉及AI业务的相关收入占公司整体营业收入的比例较低 | | | 新华百货 | 不存在向公司注入半导体、集成电路、芯片等相关资产事项 | | 项目投资 | 三角轮胎 | 拟投资32.19亿元在柬埔寨新建年产700万条高性能子午线轮胎项目 | | 合同中标 | 天虹股份 | 控股子公司中标中航科创人工智能服务采购项目 | | 股权转让 | 星华新材 | 拟购买天宽科技不低于51%股份 | | 回购 | 立讯精密 | 拟10亿元-20亿元回购公司股份 | | 增减持 | 容智医药 | 梁玉风、于显文拟合计减持不超过6%股份 | | 其他 | 天晟新材 | 拟向融晟致瑞定增募资不超过2.53亿元 | | | | 中创智领 拟发行可转债募资不超43.50亿元 号 簡隆運 | 【热点】 华胜天成(600410.SH)：目前涉及AI业务的相关收入占公司整体营业收入的比例较低 新华百货(600785.SH)：不存在向公司 注入半导体、集成电路、芯片等相关资产事项 人民网(603 ...

近日，工信部官微发布文章《部属高校高质量发展迈上新台阶》，介绍了北京航空航天大学、北京理工大学、哈尔滨工业大学、哈尔滨工程大学、南京航 空航天大学、南京理工大学和西北工业大学7所工信部部属高校的发展成就。其中，2025年新增中国科学院院士7人，中国工程院院士2人，国家级人才759 人。7所高校发表CNS期刊21篇。 "十四五"以来，7所工信部高校特色学科专业体系持续优化，快速布局人工智能、集成电路、低空等学科专业，持续建强机械、材料、控制、通信、计算 机、环境、化学等传统学科，不断巩固航空、航天、兵器、船舶、核等特色学科，现有一流学科28个。5年来，部属高校人才培养质量水平显著提升。招 生规模稳步扩大，生源质量持续提升，拥有国家卓越工程师学院7个、特色化示范性软件学院6个、一流网络安全学院4个。 部属高校重大科技创新成果不断突破。在突破关键核心技术、前沿技术上抓紧攻关，在加强基础研究、提高原始创新能力上持续用力，多项成果应用于嫦 娥五号、天问一号、北斗系统、华龙一号等国之重器。加快建设全国重点实验室等国家级创新平台，参与多个国家制造业创新中心建设。 合开部属高校工作座谈会暨新兰选院士商谈会 2025年12月8 ...

人民财讯1月15日电，世纪华通（002602）1月15日公告，公司全资子公司盛趣数盟近日与上海锐拓芯科 企业管理合伙企业(有限合伙)等签署《合伙协议》，参与投资上海金融发展投资基金二期(陆)(有限合伙) (简称"合伙企业")，并委任上海金浦担任合伙企业管理人。盛趣数盟作为有限合伙人之一认缴出资5000 万元，占合伙企业出资总额的41.12%。此次投资有利于公司充分借助上海金浦在半导体领域的专业判 断与产业资源，依托上海市在集成电路、商业航天等方面的政策、平台、人才、信息等全方位支持，为 公司互联网游戏、人工智能云数据及数字内容应用持续储备优质项目。 ...

格隆汇1月15日｜新华百货发布异动公告，公司股票于2026年1月13日、1月14日、1月15日连续三个交易 日内收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情形。公司关注到有个别投资者在相关媒体平台发表不实言论及传闻，针对公司控股股东协议 转让部分股份事宜，将涉及后期向公司注入半导体、集成电路、芯片等相关资产，引发公司股票市场波 动。经公司与控股股东及控股股东股权受让各方及厦门联芯美企业管理合伙企业沟通核实，不存在市场 传闻所述事项。经公司自查并向控股股东、实际控制人问询，除公司已披露的事项外，不存在应披露而 未披露的重大事项。 ...

格隆汇1月15日丨新华百货(600785.SH)公布，公司关注到有个别投资者在相关媒体平台发表不实言论及 传闻，针对公司控股股东协议转让部分股份事宜，将涉及后期向公司注入半导体、集成电路、芯片等相 关资产，引发公司股票市场波动。 经公司与控股股东及控股股东股权受让各方（杭州景祺电子信息合伙企业（有限合伙）及厦门联芯美企 业管理合伙企业（有限合伙））沟通核实，不存在市场传闻所述事项，敬请广大投资者注意市场交易风 险，审慎决策，理性投资。 ...

中新网上海1月15日电 (记者 许婧)上海社会调查研究中心上财分中心15日联合上海南复数据科技有限公 司发布2025年第四季度上海市社会经济指数系列。其中，消费者信心调查显示，20岁至39岁青年群体消 费者信心呈现全面回升态势。 上海财经大学指数研究团队(下称研究团队)介绍，上海市消费者信心指数通过综合反映当下经济状况的 消费者评价指数与展望未来经济前景的消费者预期指数得出，这两个指数又分别由就业、收入、耐用品 购买意愿三个维度构成，其中每个维度对应2个核心指数，共计6个核心指数。 指数显示，本季度上海市消费者信心指数为90.63点，消费者评价指数为90.17点，消费者预期指数为 91.32点。三大指数环比均略微下降，不具有统计意义，故认为三大指数均与上个季度持平。按年龄分 青年、中年、老年三组，中年组信心指数显著低于青年组和老年组，后两组指数接近，青年组94.0点， 老年组95.4点，差距1.4点无统计意义。与上季度相比，青年组信心指数显著上升3.8点，老年组显著下 降6.8点。 研究团队认为，青年群体信心回升得益于上海产业发展和政策扶持。上海积极推动人工智能、生物医 药、集成电路等新兴产业发展，对青年人才 ...

1月15日，记者从北京市发改委获悉，2026年北京市将重点推进"3个100"市重点工程项目建设实施，全 年计划完成投资约3128亿元。 当前，北京经济回升向好态势明显，市场消费连续四个月提速，重点产业支撑有力，政策红利持续释 放。北京市发展改革委投资处处长王丹丽表示，将建立一系列专项审批和服务协调机制，围绕重大项目 落地抓好要素保障工作，确保首都在"十五五"新征程上迈出坚实第一步。 （文章来源：央视新闻） 北京将强力推进160个市区重大项目于一季度集中开工，总投资达5188亿元。其中包含32个市重点工程 新建项目，涵盖现代化产业、基础设施、民生改善和城市更新四大方向。 北京市发改委综合处处长王育玲介绍，一季度北京市将开展六大专项行动：提振消费，推动汽车、家电 以旧换新及冰雪游、京郊微度假等新兴消费；扩大投资，加快"两重"项目和设备更新；壮大产业，支持 新能源汽车、集成电路、人工智能扩产，打造机器人应用高地；拓展增量，实施"一企一策"，推进北交 所京津冀服务年，助力硬科技企业上市；稳定预期，延续惠企政策，发布多领域专项资金申报指南；保 障民生，促进高质量充分就业，确保城市平稳运行。 据了解，北京市"3个100" ...

Core Insights - The report by JLL highlights a recovery in Shanghai's real estate market, with demand for Grade A office spaces driven by cost-sensitive relocations and upgrades, stable retail leasing demand, and a resurgence of investment activity in core areas [1] Grade A Office Market - The overall market liquidity continued to recover moderately in Q4, with a net absorption of 161,000 square meters for the quarter and a total of 499,000 square meters for the year [3] - The financial sector remains the primary driver of demand for Grade A office spaces, accounting for 23% of the total demand, followed by the technology and internet sectors at 17%, particularly in artificial intelligence [3] - Professional services, represented by domestic law firms, maintained resilience with a demand share of 14%, while outdoor sports and trendy brands showed expansion needs due to changing consumer patterns [3] Retail Property Market - In Q4, the net absorption in Shanghai's urban areas reached 273,000 square meters, bringing the total for the year to 404,000 square meters [4] - Emerging consumer trends and policy stimuli have created new opportunities, with demand driven primarily by consumer electronics, sports apparel, trendy goods, pet consumption, and affordable dining [4] Hotel Market - The Shanghai tourism market is experiencing a robust recovery, with a significant increase in international visitors, leading to improved hotel performance [5] - During the New Year holiday, the city welcomed 6.82 million tourists, generating a total tourism consumption of 12.271 billion yuan, with an average hotel occupancy rate of 70% [5] - The recovery in international tourist flow has surpassed pre-pandemic levels, although some areas face increased competition due to recent supply additions [5] Industrial Parks - Three industrial park projects were completed in Q4, with a total construction area of 618,000 square meters, and a net absorption of 396,000 square meters for the year [7] - Tenants are actively seeking quality upgrades and cost balance in response to new project entries, with technology and internet companies being the main demand drivers [7] - Headquarters economy and research institutions are also showing active demand, with preferred projects being those with comprehensive advantages [7] Logistics Real Estate - The leasing demand for logistics real estate in Shanghai remains stable, with a net absorption of 263,500 square meters in Q4 and a total of 533,600 square meters for the year [8] - Cost-sensitive tenants are optimizing space to enhance operational efficiency, which is a key source of demand in the logistics sector [8] Investment Market - In 2025, the Shanghai bulk transaction market saw a slight decline, with 89 transactions totaling approximately 48.7 billion yuan [9] - The office asset class accounted for 52% of transaction value and 42% of transaction volume, indicating continued investor focus [9] - Investment demand constituted 82% of the market, reflecting confidence in the long-term appreciation of bulk assets in Shanghai, particularly in core areas [9]