《科创板日报》11月20日讯 今日科创板早报主要内容有：商务部：中方对荷兰主动暂停安世半导体行 政令表示欢迎；Brookfield与英伟达、科威特投资局拟为AI基建基金筹资100亿美元；摩尔线程：网上路 演时间为11月21日14:00-17:00。 张国清在贵州、重庆调研时强调 加快制造业数智化转型升级 中共中央政治局委员、国务院副总理张国清16日至19日在贵州、重庆调研制造业数智化转型升级、国有 企业创新发展等工作。他强调，加快制造业数智化转型升级，扎实推进国有企业创新发展，坚持优化提 升传统产业、培育壮大新兴产业、前瞻布局未来产业并举，因地制宜发展新质生产力。 商务部：中方对荷兰主动暂停安世半导体行政令表示欢迎 商务部新闻发言人就安世半导体相关问题答记者问。商务部表示，中方对荷方主动暂停行政令表示欢 迎，认为这是向妥善解决问题的正确方向迈出的第一步，但距离解决全球半导体产供链动荡和混乱的根 源"撤销行政令"还有差距。 英伟达Q3营收及Q4营收展望均超出市场预期 英伟达第三财季营收570.1亿美元，同比增长62%，市场预期551.9亿美元；预计第四财季营收约为650亿 美元，市场预期620亿美元。英伟达第三 ...

Core Insights - The collaboration between Lawrence Berkeley National Laboratory and the University of California, Berkeley has achieved a breakthrough in simulating quantum microchips using the "Perlmutter" supercomputer, which utilized over 7,000 NVIDIA GPUs, laying a solid foundation for optimizing next-generation quantum technologies [1][2] - The simulation allows for precise modeling of quantum chips, enabling performance predictions before manufacturing, thus identifying potential issues to ensure the final product meets design expectations [1] Group 1 - The simulated quantum chip features a multilayer structure measuring only 10 square millimeters in size, with a thickness of 0.3 millimeters and etching widths as fine as 1 micron [1] - The research utilized the full resources of the "Perlmutter" supercomputer, calling upon 7,168 GPUs simultaneously to capture the chip's structural and functional characteristics within 24 hours [1] - Unlike traditional simulations that treat chips as "black boxes," this research leverages the advantages of parallel computing to reveal the internal physical mechanisms of the chip [1] Group 2 - The simulation employed full-wave physical precision, taking into account material properties (including metals like niobium), chip layout, and resonator construction, while also modeling the dynamic interactions between qubits and circuit components [2] - The team plans to continue a series of simulation experiments to deepen the quantitative understanding of chip design and explore its adaptability in larger systems [2] - Future focus will be on the resonance characteristics between qubits and circuit components, with benchmark validation through multi-frequency simulations [2]

欧洲数字主权峰会在德国柏林举行 中新网柏林11月19日电 欧洲数字主权峰会18日在德国柏林举行，来自欧洲的900多名政策制定者、行业 领袖、投资者、研究人员以及社会组织代表出席。 根据德国政府官网发布的声明，此次峰会嘉宾由德国和法国共同邀请。面对当前的地缘政治局势，两国 希望通过此次峰会发出强烈信号，即推动欧洲在计算基础设施、人工智能和量子技术等关键数字领域实 现更高程度的自主性。 峰会提出了一系列举措，旨在推动欧洲创新解决方案和数字基础设施建设，增强欧洲韧性，减少技术依 赖，并保护欧洲的战略资产。 法国总统马克龙表示，此次数字主权峰会释放出明确信号，欧洲具备引领数字时代的实力。欧洲正在加 速推动本土创新，坚持强有力的数据保护，并呼吁建立公平的市场环境。当前，公共与私营部门需要共 同努力，开发并广泛采用欧洲技术。(完) 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 两国共同确立了七个战略性 ...

默茨说，世界政治和经济格局正经历剧变，欧洲应在数字领域迅速采取行动。实现数字主权需要创造更 好的数字创新条件，这意味着欧洲应大幅简化数字监管，并制定切合实际的规则。 法国总统马克龙和德国总理默茨18日在柏林举办的"欧洲数字主权峰会"上呼吁加强欧洲数字主权，避免 过度数字监管，在公共采购中优先选择欧洲数字产品和服务。 马克龙在发言中说，世界主要经济体正在人工智能、云计算、量子技术、半导体等领域展开竞争，欧洲 要提供自己的解决方案。欧洲必须先有创新，再谈监管，过度监管是有代价的。他提出，数字领域的公 共采购要坚持"欧洲优先"，以确保"数据得到保护"。 据介绍，今年8月在法国召开的德法部长理事会敲定举办此次峰会。法德两国在会上聚焦简化数字监管 框架、创造更公平的数字市场、数据安全、前沿人工智能等议题，旨在释放欧盟竞争力和强化欧洲数字 主权，并为协调私营部门融资提供平台。来自欧盟27个成员国和欧盟的900余名政商学界代表与会。 （文章来源：新华社） 默茨还在发言中呼吁欧洲企业购买当地数字产品和服务，并投资相关基础设施。他表示，欧洲企业已在 当天活动中承诺为欧洲数字领域投资超过120亿欧元。 ...

Investment Rating - The report maintains a "Buy" rating for the telecommunications sector, highlighting opportunities in communication operators, artificial intelligence, satellite internet, and quantum technology [2][3]. Core Insights - The telecommunications sector is experiencing a downturn, with a weekly index drop of 4.77%. However, sub-sectors such as communication network technology services and industry applications have shown better performance [7][6]. - Significant advancements have been made in cutting-edge technologies, including quantum computing and 6G communication, which are expected to drive future growth [5][16]. - The report emphasizes the importance of the upcoming 6G technology, which is projected to be a key growth driver for the telecommunications industry [22][29]. Summary by Sections Market Performance - The telecommunications sector index fell by 4.77% over the past week, with specific sub-sectors performing relatively well [7][6]. - Notable performance metrics include a 31.30% increase in certain stocks, while others saw declines of up to 14.29% [11][15]. Industry Development and Key Events - The "Tianyan-287" superconducting quantum computer has been successfully built, marking a significant milestone in quantum computing [16]. - Major tech companies are competing in the space computing arena, with initiatives from Nvidia, SpaceX, and Google indicating a shift towards space-based AI infrastructure [22][24]. Investment Recommendations - The report suggests focusing on specific stocks within the telecommunications sector, including 300308, 300502, 300383, 601869, and 688027, among others [2][5]. - The emphasis is placed on sectors such as AI, satellite internet, and quantum technology as promising areas for investment [2][5].

宏力达所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：专精特新、融资融 券、量子技术、短报文概念、能源互联等。 截至9月30日，宏力达股东户数1.08万，较上期增加34.25%；人均流通股12946股，较上期减少25.51%。 2025年1月-9月，宏力达实现营业收入4.75亿元，同比减少31.96%；归母净利润1.45亿元，同比减少 2.68%。 分红方面，宏力达A股上市后累计派现4.16亿元。近三年，累计派现1.92亿元。 责任编辑：小浪快报 11月18日，宏力达盘中上涨2.00%，截至13:07，报39.22元/股，成交7044.61万元，换手率1.31%，总市 值54.91亿元。 资金流向方面，主力资金净流入272.39万元，特大单买入105.86万元，占比1.50%，卖出0.00元，占比 0.00%；大单买入1779.73万元，占比25.26%，卖出1613.21万元，占比22.90%。 宏力达今年以来股价涨51.41%，近5个交易日涨5.54%，近20日涨8.10%，近60日涨41.59%。 今年以来宏力达已经1次登上龙虎榜，最近一次登上龙虎榜为9月22日，当日龙虎榜净买入7 ...

Core Viewpoint - Guangxun Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 11.94% but a decline in the last five and twenty trading days [1][2] Financial Performance - For the period from January to September 2025, Guangxun Technology achieved a revenue of 8.532 billion yuan, representing a year-on-year growth of 58.65% [2] - The net profit attributable to shareholders for the same period was 719 million yuan, reflecting a year-on-year increase of 54.95% [2] Stock Market Activity - As of November 18, Guangxun Technology's stock price was 58.11 yuan per share, with a market capitalization of 46.886 billion yuan [1] - The stock has experienced a net inflow of 12.627 million yuan from main funds, with significant buying and selling activity noted [1] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 147,300, up by 13.14% from the previous period [2] - The average number of circulating shares per shareholder decreased by 10.88% to 5,292 shares [2] Dividend Distribution - Guangxun Technology has distributed a total of 1.641 billion yuan in dividends since its A-share listing, with 537 million yuan distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, increasing its holdings by 4.0608 million shares [3] - New institutional shareholders include Debon Xinxing Value A and Guotai Junan CSI All Share Communication Equipment ETF [3]

Core Viewpoint - Dip Technology's stock has shown a mixed performance in recent trading, with a year-to-date increase of 18.42% but a decline in the last five and twenty trading days [1] Group 1: Stock Performance - As of November 17, Dip Technology's stock price was 20.63 CNY per share, with a market capitalization of 13.282 billion CNY [1] - The stock experienced a 2.08% increase during the trading session on November 17, with a trading volume of 78.8477 million CNY and a turnover rate of 0.92% [1] - Year-to-date, the stock has increased by 18.42%, but it has decreased by 2.23% over the last five trading days and 3.91% over the last twenty trading days [1] Group 2: Financial Performance - For the period from January to September 2025, Dip Technology reported a revenue of 871 million CNY, representing a year-on-year growth of 6.28% [2] - The net profit attributable to the parent company for the same period was 93.6002 million CNY, reflecting a year-on-year increase of 1.32% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Dip Technology was 26,700, an increase of 8.82% from the previous period [2] - The average number of circulating shares per shareholder was 15,774, which is a decrease of 8.10% from the previous period [2] - The company has distributed a total of 313 million CNY in dividends since its A-share listing, with 152 million CNY distributed over the last three years [3] Group 4: Business Overview - Dip Technology, established on May 28, 2008, and listed on April 12, 2019, is based in Hangzhou, Zhejiang Province [1] - The company's main business involves the research, development, production, and sales of enterprise-level network communication products, with a revenue composition of 64.81% from network security products and 34.23% from application delivery and network products [1] - Dip Technology is categorized under the software development sector and is involved in various concept sectors including cloud computing, financial technology, and quantum technology [1]

Group 1 - The core viewpoint of the articles highlights the strengthening of economic and technological cooperation between Vietnam and South Korea, particularly following the elevation of their relationship to a comprehensive strategic partnership in 2022 [1][2] - The bilateral trade volume reached $57.7 billion in the first eight months of 2025, marking a 7.3% year-on-year increase, with South Korea being Vietnam's third-largest trade partner [1] - South Korea remains the leading investor in Vietnam with approximately $94.2 billion in registered capital across 10,301 effective projects as of September 2025 [1] Group 2 - Both countries agreed to enhance collaboration in sectors such as semiconductors, AI, and renewable energy, and to establish joint R&D plans and technology transfer initiatives [2] - From 2026 to 2030, priority projects will focus on transportation infrastructure, urban development, and high-tech infrastructure, with an emphasis on sharing experiences and information [2] - Vietnam aims to leverage South Korea's expertise in infrastructure and high-tech manufacturing to support its goal of becoming a high-income developed country by 2045 [2]

Group 1 - The China International Import Expo (CIIE) achieved a record transaction intention amount of $83.49 billion and featured 4,108 companies from 138 countries and regions, marking a significant milestone in international trade [1][2] - The Hainan Free Trade Port is set to officially launch its full island closure on December 18, which is a key initiative for China's high-level opening-up and aims to create a new pattern of reform and opening-up [1][2] - China has become the world's second-largest consumer and import market, with a consumption of nearly 50 trillion yuan annually and over 20 trillion yuan in imports, highlighting its market potential and growth expectations [2][4] Group 2 - The integration of technology and industry innovation is crucial for China's development, with a focus on building a modern industrial system and enhancing new production capabilities [5][6] - China is actively developing future industries and upgrading traditional sectors, with significant advancements in green technology, digitalization, and artificial intelligence, positioning itself as a global leader in innovation [5][6] - The country has seen a substantial increase in foreign investment in high-tech industries, with actual foreign capital utilization reaching 170.84 billion yuan in the first three quarters of the year [5] Group 3 - China's stable political environment and transparent policy framework contribute to its attractiveness for global investment, fostering a competitive and fair business landscape [8][9] - The country has implemented measures to enhance its business environment, including the establishment of a unified national market and the promotion of a safe and secure social environment for foreign investors [9][10] - China's commitment to high-level opening-up is expected to inject more certainty and positive energy into the global economy [10][11]