央视网消息（新闻联播）：党的二十届四中全会提出，全面增强自主创新能力，抢占科技发展制高点， 不断催生新质生产力。上海、重庆结合经济发展实际，拓展新兴产业和未来产业赛道，以创新驱动高质 量发展。 拓展未来产业赛道 上海以创新驱动高质量发展 在重庆高新区，这个智能网联汽车开发团队，正在拓展应用"车路云网图"一体化关键技术，通过市级云 控平台与智能网联汽车的数据联通，形成集信号灯智能控制、车速动态优化等11类网联功能，突破了智 能汽车靠自身雷达等感知能力的局限。基于这项技术，15家国内外车企在重庆完成了实车测试。 "十四五"期间，依托自主创新能力，重庆一批先进制造业集聚壮大，智能网联新能源汽车产量2024年已 达95.3万辆，高性能铝合金材料成功用于C919大飞机。贯彻落实四中全会精神，下一步，重庆将全力打 造以新能源汽车为核心的现代化产业体系，不断培育壮大新兴产业和未来产业。 在上海张江，这家科技企业正将脑机接口系统从实验室推向应用。这项自主研发的前沿技术，可以更好 地帮助患者康复训练、恢复肢体功能。从理论研究到应用市场，上海抢占前沿赛道，推动脑机接口技术 加速推广。未来，脑机接口产品将在工业制造、生活消费等领域 ...

格隆汇12月5日丨中巨芯(688549.SH)在投资者互动平台表示，公司产品已经稳定供应于中芯国际、SK海 力士等国内外知名集成电路制造企业，产品品质及持续稳定的供应能力已得到客户认可。公司紧跟市场 与客户的需求及变化，一是持续技术创新，丰富产品系列；二是加快市场开拓，尤其是境外半导体客 户。 ...

Core Insights - The article highlights the significant achievements of Pudong in the past five years, focusing on innovative reforms, open policies, and industrial advancements as it aims to become a leading area for socialist modernization by 2025 [1][3]. Group 1: Institutional Innovations - Pudong has developed a series of replicable and promotable institutional innovations in areas such as market-oriented resource allocation, technological innovation, and government function transformation [3]. - The "one industry, one license" reform has consolidated multiple permits into a single "comprehensive industry license," with over 17,000 licenses issued to date [5]. Group 2: Technological and Industrial Development - Pudong's core task is to drive industrial upgrades through technological innovation, focusing on three leading industries: artificial intelligence, biomedicine, and integrated circuits, with a total scale projected to exceed 830 billion yuan by 2024 [8][16]. - The establishment of the humanoid robot innovation center and the rapid iteration of AI products demonstrate the robust ecosystem for artificial intelligence in Pudong [10][13]. Group 3: Financial and Economic Growth - Pudong is emerging as a crucial hub for global resource allocation, with over 8,000 financial institutions concentrated in the Lujiazui Financial City, showcasing enhanced market vitality [17]. - The region has seen the addition of 136 multinational company regional headquarters in the past five years, bringing the total to 495, and plans to establish a comprehensive service center to support companies in international markets [18].

Core Viewpoint - Wan Sheng Intelligent (300882.SZ) is actively involved in the chip business related to smart grid equipment and will continue to monitor the technological and market developments in the integrated circuit sector, assessing potential synergies with its existing business [1]. Group 1 - The company is engaged in the smart grid equipment chip business [1] - The company will keep an eye on the developments in integrated circuits from both technological and market perspectives [1] - The company is evaluating the synergy potential with its current operations [1]

Core Insights - The 19th Shanghai Financial Services for the Real Economy Conference (referred to as "Jin Qiao Hui") concluded with significant activities aimed at connecting financial resources to industrial development needs [1] - The conference facilitated financing connections for nearly 400 real enterprises through specialized "Park Tours" across ten districts in Shanghai, focusing on key industries such as artificial intelligence, integrated circuits, and biomedicine [1] - A series of initiatives were launched to enhance the international financial market in China, emphasizing the importance of financial market capabilities and the aggregation of financial institutions [1] Group 1 - The "Jin Qiao Hui" series of "Park Tours" has organized 12 financing connection events since its opening on September 28, showcasing the commitment to support local enterprises [1] - The conference highlighted the launch of the "Global Financial Institutions Entering the Chinese Financial Market" initiative, aimed at improving the ecosystem for foreign financial institutions in Shanghai [1] - An industry initiative was released to optimize the cooperative environment for foreign financial institutions in Shanghai, focusing on enhancing the internationalization of the financial market [1] Group 2 - The "Shanghai Minhang Dalinghao Bay Shenwan Hongyuan Investment and Financing Service Station" was inaugurated, indicating a focus on localized financial services [2] - The "Shenwan Hongyuan New Quality Productivity Selection Index" was introduced, reflecting ongoing innovation in financial products [2] - The "Jin Qiao Hui" will continue to leverage its platform to support high-quality economic development in Shanghai, with an online exhibition platform available until September 2026 [2]

（编辑 姚尧） 证券日报网讯 12月4日，帝尔激光在互动平台回答投资者提问时表示，公司持续聚焦主营业务的同时积 极向消费电子、新型显示和集成电路等领域开拓。公司应用于半导体芯片封装、显示芯片封装等领域的 TGV设备，已经完成面板级玻璃基板通孔设备的出货，实现了晶圆级和面板级TGV封装激光技术的全 面覆盖。公司应用于PCB行业的超快激光钻孔技术目前正在研发中，持续推动技术的延伸和应用拓展。 目前，超快激光钻孔设备样机正在试制中。 ...

交通银行副行长杨涛在大会现场表示，未来将携手广大金融机构加大力度支持上海三大先导产业、六大 重点产业以及未来产业的发展，为各类企业在不同发展的阶段协力构筑全生命周期金融服务体系，切实 保障上海现代化产业体系的建设提速增效。 他指出，新一轮科技革命催生了新业态、新赛道，对金融服务的需求更趋多元。要推动金融行业加速构 建从科技创新相适应的金融服务体系，会同银、政、保、投资各类机构，聚焦各自职能定位发挥功能优 势，齐心协力，助力企业更便捷地获得一揽子金融支持，提升上海的营商环境。 据相关负责人透露，微信小程序"上海金洽会"线上展将持续至2026年9月。线上平台除集中展示最新金 融产品、政策信息外，还将上海普惠金融顾问综合服务平台嵌入小程序，为中小微企业提供持续可得的 在线金融咨询窗口，延伸"金洽会"服务效能。 12月4日，金融一线消息，第十九届上海"金洽会"在闵行大零号湾举办闭幕大会，为期三个月的系列活 动正式收官。 自今年9月开幕以来，本届金洽会在黄浦、静安、奉贤、崇明等10个区共举办十二场"园区行"专场融资 对接活动，通过组织金融服务下沉园区、直达企业，将金融资源精准引向产业发展所需的重点园区，打 造出流动的金 ...

Core Insights - The 2026 IEEE Fellow selection list has been announced, recognizing 347 scholars for their outstanding contributions in engineering and technology fields, with over 70 from mainland China and Hong Kong, marking a new high for Chinese representation [1] Group 1: IEEE Fellow Recognition - IEEE Fellow is the highest membership honor awarded by the IEEE, recognizing significant breakthroughs in research, technology leadership, or exceptional engineering contributions [1] - The selection process is rigorous, with an acceptance rate of less than 0.1% of the total membership [1] Group 2: Areas of Contribution - The newly elected fellows' research spans critical fields such as artificial intelligence, integrated circuits, wireless communication, quantum computing, biomedical engineering, renewable energy, and cybersecurity [1] - Their work has not only achieved theoretical breakthroughs but also has had a profound practical impact on industry upgrades and solving major engineering challenges [1] Group 3: Key Technologies - Several elected fellows played core roles in tackling "bottleneck" technologies, including high-performance computing architectures, next-generation mobile communication standards, high-end chip design, and intelligent sensing systems [1]

Core Viewpoint - The semiconductor equipment demand is expected to grow, particularly in the thin film deposition equipment segment, which plays a crucial role in wafer expansion and is driven by both new production line construction and existing capacity expansion [1]. Group 1: Semiconductor Equipment Demand - The thin film deposition equipment accounts for approximately 22% of the value in the front-end process, making it one of the core devices for wafer expansion [1]. - Global investment in 300mm wafer fabs is projected to increase by 20% to $116.5 billion by 2025 [1]. - The average annual investment scale in mainland China from 2025 to 2027 is expected to remain above $30 billion [1]. Group 2: Domestic Manufacturers - Chinese manufacturers are accelerating their layout, with companies like Tuojing Technology planning to enhance PECVD equipment capacity [1]. - Microguide Nano's ALD and high-end CVD products have already entered the mass production lines of leading domestic memory clients [1]. - Equipment performance in the logic sector has reached internationally advanced levels [1]. Group 3: Integrated Circuit ETF - The Integrated Circuit ETF (159546) rose by 1.2%, tracking the integrated circuit index (932087) [1]. - The index selects listed companies involved in semiconductor design, manufacturing, packaging, testing, and related equipment materials to reflect the overall performance of the integrated circuit industry [1]. - The constituent stocks of the index possess high technical barriers and growth characteristics, focusing on technology innovation and high-end manufacturing, effectively reflecting the development trends of China's integrated circuit industry [1].

Core Viewpoint - The company, Bluestar Electronics, is engaged in semiconductor packaging and testing, with a focus on high-performance SSD products and advanced packaging technologies, indicating potential growth in the semiconductor industry driven by AI and other technological advancements [2][3][8]. Company Overview - Bluestar Electronics, established on December 30, 1998, is located in Foshan, Guangdong Province, and was listed on August 10, 2023. It is recognized as a national high-tech enterprise specializing in semiconductor device manufacturing and packaging testing [8]. - The company's main revenue sources are self-owned brands (49.20%), packaging and testing services (48.54%), and other supplementary services (2.26%) [8]. Financial Performance - As of September 30, 2025, Bluestar Electronics reported a revenue of 518 million yuan, reflecting a year-on-year growth of 2.55%. However, the net profit attributable to the parent company was a loss of 26.5 million yuan, a significant decrease of 28,229.49% compared to the previous period [9]. - The company has distributed a total of 68 million yuan in dividends since its A-share listing [10]. Market Activity - On December 4, 2023, Bluestar Electronics' stock rose by 1.19%, with a trading volume of 224 million yuan and a turnover rate of 6.77%, leading to a total market capitalization of 5.117 billion yuan [1]. - The stock has seen a net inflow of 3.92 million yuan from major investors, indicating a slight increase in interest, although the overall trend remains unclear [5][6]. Technological Advancements - The company has achieved automation and intelligence in the entire packaging and testing process, with capabilities for 12-inch wafer packaging, particularly in power semiconductors and third-generation semiconductor materials [2][4]. - Bluestar Electronics is focusing on providing customized solutions for storage needs in the AI era, including enterprise-grade SSDs and related technologies [2].