在数据建模、文献处理与多程序并行运行成为日常的科研环境中，一台稳定高效、兼容性强且具备扩展 潜力的台式电脑，是提升研究效率的核心工具。尤其当实验仿真、图像处理与文档撰写同时进行时，系 统的响应速度、存储容量与显示效果直接决定了工作节奏。面对多样化需求，从基础办公到高端计算， 市面上涌现出一批配备23.8英寸大屏、搭载国产或主流处理器的高性能台式机，兼顾安全性、扩展性与 视觉舒适度，为科研人员提供从实验室到办公室的完整解决方案。 联想 开天M70h G1t-D005 到手价3659元，是一款面向中端科研场景的高性价比机型。其搭载海光3350 处理器，8核16线程设计可轻松应对多任务并行处理，主频达3.3GHz，配合8GB内存与512GB固态硬 盘，系统启动与文件读写迅速流畅。特别配备2GB独立显卡，在图表渲染与轻量图像处理中表现优于集 成显卡机型。支持WPS、OFD等国产办公生态软件，并可选配麒麟V10系统，满足部分单位对国产化系 统的需求。搭配23.8英寸显示器，视野开阔，长时间阅读论文或编写代码更舒适，是预算有限但追求性 能平衡的科研人员理想之选。 联想 慧天M5 售价3699元，采用Intel酷睿i3-1 ...

据扬杰科技消息，近日，扬杰科技与联创汽车电子正式签署战略合作协议，双方将聚焦智能汽车功率半 导体领域，以国产化替代为核心，构建全品类供应支撑体系。 ...

Core Viewpoint - The rapid development of the new energy vehicle (NEV) market is driving significant growth in the wiring harness industry, with the market size expected to reach 64.4 billion yuan in 2024, representing a year-on-year growth of 34.4% [1][9]. Overview - NEV wiring harnesses are essential components that connect electrical parts of vehicles, transmitting power and signals, and are often referred to as the "nervous system" of the vehicle [2]. - These harnesses consist of insulated wires, protective sheaths, connectors, and bundling components, and are categorized by voltage levels (high and low), functionality (power transmission, signal transmission, auxiliary equipment), and installation locations (battery pack, chassis, body) [2][3]. Industry Entry Barriers - The wiring harness plays a critical role in the electrical systems of NEVs, requiring high standards in product development, production technology, and quality control [3]. - As the NEV market evolves towards smart, shared, and connected vehicles, there are increasing demands for safety, lightweight, customization, and integration, necessitating strong innovation and technical capabilities from wiring harness manufacturers [3][4]. Related Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including NEV wiring harnesses, creating a favorable policy environment for industry growth [5]. Industry Chain - The upstream of the NEV wiring harness industry includes suppliers of basic materials (copper, aluminum, rubber, plastic) and core components (connectors, terminals, sensors) [6]. - The midstream involves the research, design, and production of wiring harnesses, while the downstream primarily serves the NEV market, including manufacturers and the aftermarket [6]. Development Status - The NEV market in China has seen continuous growth, with production and sales reaching 11.24 million and 11.23 million units respectively from January to September 2025, marking a year-on-year increase of 35.2% and 34.9% [8]. - The increasing demand for NEVs is translating into a growing need for wiring harnesses, with the market expected to expand significantly [9]. Competitive Landscape - The NEV wiring harness market in China is characterized by foreign companies dominating the high-end market while domestic companies are accelerating their market share through local partnerships and technological advancements [10]. - Major international players like Sumitomo, Yazaki, Aptiv, and Lear hold significant shares in high-end NEV wiring harnesses, particularly in advanced products like 800V high-voltage harnesses [10]. Key Domestic Players - Companies such as Hu Guang Co., Ltd. and Yong Ding Co., Ltd. are notable players in the NEV wiring harness market, focusing on high and low voltage harnesses and achieving significant revenue from their automotive wiring harness businesses [10][11]. Future Trends - The industry is expected to focus on developing high-voltage harnesses that can handle increased voltage and current demands, with an emphasis on safety and lightweight materials [12]. - Innovations in harness structure and wiring methods will continue to evolve to reduce weight and volume, contributing to overall vehicle energy efficiency [12].

据上海证券报报道，从多个渠道求证获悉，中芯国际已对部分产能实施涨价，涨幅约10%，相关公司反 馈涨价将很快执行。此前存储产品因价格过低，晶圆厂已率先启动涨价。 华虹公司：大陆第二大晶圆代工厂，公司指引四季度毛利率将大体维持三季度的水平。展望明年，一方 面市场需求旺盛，公司晶圆价格有继续上行的空间，另一方面无锡的12寸厂产能持续释放带来增长。 *免责声明：文章内容仅供参考，不构成投资建议 国金证券认为，中芯国际Q4呈现淡季不淡态势，尽管新增产能导致当季产能利用率环比降至85.5%，但 全年平均产能利用率达85.6%，在行业竞争中保持稳健优势；台积电积极扩张AI产能的动作，将进一步 带动产业链上下游需求释放，利好国产相关企业。 产业链层面，晶圆代工涨价将向上游设备、材料企业传导需求，向下游芯片设计公司形成成本传导，带 动整个半导体产业链进入景气上行周期。 据上市公司公告、互动平台及券商研报表示， 中芯国际：中国大陆技术最先进、规模最大的集成电路晶圆代工企业。 半导体业内人士解读，涨价核心驱动力来自手机应用和AI需求的持续增长，直接带动套片需求攀升， 进而拉动整体半导体产品需求增长，同时原材料涨价也助推了调价动作。 ...

证券日报网讯12月23日，欧莱新材在互动平台回答投资者提问时表示，公司始终贯彻"以屏为依托，多 前沿领域深入发展"的战略方针，聚焦夯实高性能溅射靶材主业，同时积极向产业链上下游拓宽，布局 高性能金属、前沿科技领域关键材料和核心零部件板块业务。公司自主研发高纯无氧铜锭，保障铜靶材 供应链安全，同时拓展高纯无氧铜应用，应用场景除溅射靶材外，积极推进高端核医疗用粒子治疗装 置、超导材料等领域高纯无氧铜核心组件和材料的国产化替代。高纯无氧铜产品凭借其低含氧量，高纯 度，高稳定性，结合公司对复杂定制部件的集成电路靶材级的复杂结构一体化精密加工能力，顺利进入 核医疗装置领域，目前第一批订单已交付客户，助力核医疗装置客户实现关键材料的国产化替代。 ...

受访人士表示，尾盘拉升并非普涨，而是资金集中追逐高确定性标的的结构性行情，亦折射出避险情绪升温。不过，从当前两市成交额来看，具备支 撑"春季躁动"的基础，接下来宜保持"重概念、轻指数"思路。 零售、军工板块熄火 今日，沪指收涨0.07%报3919.98点，创业板指收涨0.41%报3205.01点，深证成指收涨0.27%。科创50、沪深300、上证50微涨，北证50微跌。 12月23日，A股午后下探、尾盘拉升，主要指数多数收红，成交额放量突破1.9万亿元，却有3856只个股收跌，电力设备、半导体板块相对强势。 市场放量391亿元，成交额升至1.92万亿元；杠杆资金持续加码，截至12月22日，沪深京两融余额刷新至2.52万亿元。 盘面上，大消费与军工板块领跌，商业航天、天机互联、北斗导航、航空航天装备、零售以及休闲服务跌幅居前。半导体、英伟达概念、动力电池回收、 氟化工、麒麟电池、稀有金属等概念则涨幅居前。 | 名称 | . | 米幅% ↓ | 涨停家数 | 跌停家数 | 成交额 | 年初至今涨幅% | 5日涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The fluid control equipment industry is upgrading from traditional mechanical drive to intelligent perception, precise control, and remote operation and maintenance due to the rise of emerging fields such as new energy, semiconductors, and biomedicine [3]. - The upstream of the fluid control equipment industry chain will develop towards material upgrading, intelligent production, and green supply chain, while the downstream shows obvious trends in the growth of emerging industry demand, technological innovation applications, and market pattern changes [4]. - The market scale of China's valve and dispenser segments in the fluid control equipment industry is expected to continue to grow steadily in the future [5]. - Domestic enterprises in the fluid control equipment industry have achieved import substitution in the mid - and low - end markets and are breaking into the high - end market [11]. Summary by Relevant Catalogs Fluid Control Equipment Industry Overview - Fluid control equipment is a core part of industrial automation and process control, which can actively intervene and precisely regulate the fluid flow state, physical parameters, and transmission process [7]. - It is classified into flow control equipment, pressure control equipment, flow direction control equipment, and state control equipment, each with specific core functions, typical equipment, and technical requirements [8]. Fluid Control Equipment Industry Chain - **Upstream**: Raw materials account for 40% - 60% of the upstream cost, with basic metals and general polymers being self - supplied, but still relying on imports for high - end special alloys and polymers. Key components account for 25% - 35% of the upstream cost and have the highest technical barriers [4]. - **Midstream**: Composed of core products such as dispensers, coating machines, precision valves, and automation integration systems. International giants lead the high - end market, while domestic leading enterprises are the main force for import substitution in the mid - and low - end markets and are breaking into the high - end market [11]. - **Downstream**: Widely used in industries such as industrial manufacturing, energy, automotive, semiconductors, water treatment, and medical. The 3C electronics and semiconductor industries are the core application fields, and the new energy field is growing rapidly [11]. Valve Market - The market scale of China's valve industry has been expanding from 2020 - 2024, and the localization rate is gradually increasing. It is expected to reach $16.96 billion in 2025 and $21.78 billion in 2029, with a compound growth rate of 6.4% from 2024 - 2029 [5][15]. - High - growth application fields of valves include new energy, semiconductors, and hydrogen energy; stable - growth fields include petrochemical, municipal water, and medicine; and low - growth fields include traditional thermal power and low - end manufacturing [18]. Dispenser Market - From 2020 - 2024, the market scale of China's dispenser industry increased from 26.273 billion yuan to 44.26 billion yuan, with an annual compound growth rate of 15.02%. It is expected to grow from 52.23 billion yuan to 101.25 billion yuan from 2025 - 2029, with a compound growth rate of 18.0% [5][22]. - The technical difficulty of dispenser applications in downstream fields varies. The semiconductor field has the highest technical difficulty, followed by consumer electronics, while the new energy vehicle and photovoltaic fields have relatively lower technical difficulties [23]. MFC Application Fields - MFC is applied in semiconductor, biomedicine, high - end chemical, pan - semiconductor, and general industrial fields. Each field has different core requirements, technical paths, key parameters, and price ranges [26].

半导体设备用磁浮运动平台的主要生产商 | 总部 / 国家 | 公司名称 | 业务介绍 | | --- | --- | --- | | 德国 | Beckhoff Automation | Beckhoff Automation 是一家全球自动化技术公司，专注于开 | | | | 发和制造基于 PC 控制技术的开放式自动化系统及组件。其 | | | | 主要业务包括工业 PC 、 I/O 与现场总线模块、驱动技术、 | | | | 自动化软件、无控制柜自动化解决方案和机器视觉硬件等产 | | | | 品，这些硬件和软件既可作为独立部件使用，也能集成成完 | | | | 整的控制系统，覆盖从数控机床到智能建筑等广泛行业应 | | | | 用。 Beckhoff 以其 PC-based 控制理念、 TwinCAT 自动化软 | | | | 件和 EtherCAT 实时现场总线技术为核心，为全球客户提供 | 半导体设备用磁浮运动平台，是指在半导体制造、检测与封装设备中，以电磁力或电磁 - 永磁混合力实现被载体（如晶圆、 掩模、基板等）与基座之间完全非接触悬浮，并通过闭环控制实现多自由度、高精度、高动态定位与扫描运动的 ...

截至2025年12月23日 13:34，上证科创板100指数上涨0.93%，成分股华丰科技上涨14.54%，杰华特上涨 13.07%，厦钨新能上涨6.61%，茂莱光学上涨6.26%，中科飞测上涨6.02%。科创100ETF华夏 （588800）上涨1.00%，最新报价1.31元。 流动性方面，科创100ETF华夏（588800）盘中换手10.9%，成交2.80亿元，市场交投活跃。拉长时间 看，截至12月22日，科创100ETF华夏（588800）近1月日均成交2.83亿元，领先同类。 截至2025年12月23日 13:36，上证科创板半导体材料设备主题指数强势上涨1.98%，成分股神工股份上 涨6.60%，和林微纳上涨6.46%，艾森股份上涨6.13%，中科飞测，龙图光罩等个股跟涨。科创半导体 ETF（588170）上涨1.85%，最新报价1.54元。 消息面上，受益于投资者重估中国科技行业价值，以及家庭储蓄流入股市等利好，今年中国股票强劲反 弹。高盛最新预测，中国股票在2026年料将延续涨势。高盛分析师认为，中国股市周期正从'预期驱 动'转向'盈利驱动'，在这一阶段，盈利兑现与估值温和扩张将成为推动回报的核 ...

需求侧：算力驱动数据中心建设热潮，带动产业链公司订单显著增长 燃气轮机环节：量价齐增背景下，关注上游部件(应流股份(603308.SH)等)、HRSG部件企业，国产化替 代标的(上海电气(601727.SH)等)及终端服务企业(杰瑞股份(002535.SZ))。 柴发环节：受益于交付速度优势，国内企业承接海外产能外溢订单，重点关注国产化替代(潍柴重机 (000880.SZ)等)与出海方向(科泰电源(300153.SZ)等)。 招商证券主要观点如下： 全球数据中心扩产主力为北美AI巨头与中国互联网大厂，北美头部企业资本开支从2023Q2的241亿美元 增至2025Q3的760亿美元，国内大厂2024Q4资本开支达772亿元阶段性高峰。北美、中国为核心增量区 域，海外龙头仍有大量待建项目，国内受算力卡进口受限影响暂缓后，有望迎来需求反弹。数据中心电 力需求激增，预计2028年美国数据中心电力需求占比将达6.7%-12%。 供给端：能源与设备双重瓶颈 北美面临电网老化、发电设备老旧与能源结构转型矛盾，燃气轮机机龄居全球首位，电力供需缺口推高 电价；中国核心约束为算力卡与海外设备进口收缩，国产化替代成关键。2026年 ...