证券日报网讯 12月29日，永杰新材在互动平台回答投资者提问时表示，公司产品不直接用于芯片或半 导体中，在半导体设备结构件与腔体材料、散热器与热管理组件和靶材背板等有使用铝板带箔产品。 （文章来源：证券日报） ...

白酒巨头们明面上是酒厂，背地里早就成了金融巨头。这都不算啥？热衷投资的白酒大佬更是紧追投资圈，茅台五粮液最近几年盯上了新能 源、合成生物、AI、芯片这样的风口产业。 继贵阳银行、贵州银行、贵州凤岗村农商行之后，茅台集团又入股了一家新的银行——贵州农商银行： 只涨不跌"金融酒"的神话难以为继，就干真的金融吧。 从此，贵州也成为继浙江、山西、四川、广西、江西、江苏等地之后，全国第7个获批组建省级农商联合银行的省份。 事实上，白酒巨头们明面上是酒厂，背地里早就成了金融巨头，五粮液有宜宾商业银行有金融集团，茅台有贵州银行有白酒交易所，泸州老窖也有泸州银 行。 这都不算啥？热衷投资的白酒大佬更是紧追投资圈，茅台五粮液组建了投资基金，早年投了机场、运输、包材、食品等传统行业，最近几年盯上了新能 源、合成生物、AI、芯片这样的风口产业。 来吧，跟八妹一起来深扒一下，白酒大佬这些年都投资了啥？ 1.白酒巨头背地里是"银行大鳄" 12月15日，国家金融监督管理总局贵州监管局正式批复同意贵州农村商业联合银行股份有限公司开业。 批复信息显示，贵州农商联合银行注册资本达104.58亿元。主要股东有4家，分别为贵州省财政厅、贵州金融控 ...

智能车ETF（159888） 汽车零部件ETF（562700）跟踪中证汽车零部件主题指数（931230.CSI），优质零部件企业一键打包， 覆盖汽车系统部件、汽车内饰与外饰、汽车电子、轮胎等领域，在国内汽车电动化、智能化大趋势 下，"智驾+机器人"也为零部件企业打开了新增量空间。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创（300308）、新易盛（300502）、寒武纪-U、中科曙光（603019）、 科大讯飞（002230）、豪威集团（603501）、海康威视（002415）、澜起科技、金山办公、紫光股份 （000938）等国内科技龙头。 相关产品： 今日A股成交量有所回升，科技赛道异动明显，人工智能、芯片、5G通信等赛道表现较好，人工智能 AIETF（515070）持仓股中寒武纪快速拉升，盘中大涨超6%，拓维信息（002261）、协创数据 （300857）纷纷跟涨。汽车零部件（562700）盘中大涨超1%，持仓股中斯菱 ...

Group 1 - The core viewpoint of the news is that Shenjian Co., Ltd. has seen significant stock performance, achieving an 8-day consecutive limit-up and a total market capitalization of 13.78 billion yuan, with a monthly increase of 128.55% [1][3] - Shenjian Co., Ltd. is a supplier for major aerospace companies and has begun supplying components for the commercial aerospace sector, aligning with current market trends and supporting its performance growth [3][4] - The company has clarified that there are no undisclosed significant matters affecting its stock price, and its business structure focuses on "chemical new materials + high-end equipment manufacturing," with a strong emphasis on aerospace and rail transportation sectors [4] Group 2 - The company's recent performance remains stable, with a reported revenue of 1.834 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 5.64%, and a net profit of 30.32 million yuan, up 3.81% year-on-year [5] - The commercial aerospace sector in China is experiencing positive developments, including the establishment of a dedicated regulatory body and new investment initiatives aimed at enhancing the industry [6] - Industry forecasts indicate a strong growth trajectory for commercial aerospace, with expectations of reaching an annual output value of 85 billion yuan by 2030, driven by technological advancements and increased collaboration within the industry [7][8]

Core Viewpoint - The new fund issuance in the last week of 2025 saw a decrease, with only 8 new funds launched, all of which are "equity" products, indicating a continued focus on equity funds despite a turbulent market environment [2][5]. Fund Issuance Overview - In the week of December 29 to December 31, only 8 new funds were launched, marking a decline in the number of new fund issuances [2][3]. - The issuance was concentrated on December 29, with 4 funds starting their subscription, while December 30 and 31 saw 2 funds each [4]. - The longest subscription period was for the Qianhai Kaiyuan Xinghe fund, lasting around 3 months, while some funds had a subscription period as short as 1 day [4]. Fund Types and Focus - All 8 new funds are categorized as "equity" products, with 2 being mixed secondary bond funds and the rest being equity funds [6]. - Among the new funds, 4 are index equity funds tracking specific industry indices, focusing on sectors like semiconductor and artificial intelligence [7]. - The active equity funds include the Dachen Hong Kong Stock Hengxin, a QDII mixed fund targeting the Hong Kong market, and the Shanzheng Asset Management Digital Economy fund, focusing on the digital economy sector [7]. Bond Market Trends - The bond market's profitability has weakened, leading to a continued decline in bond fund issuances; however, "fixed income +" funds are still being introduced [8]. - This week saw the launch of 2 mixed secondary bond funds, indicating some activity in the bond fund space despite the overall downturn [8].

中晨集团创立于1995年，总公司设立于广州，并在南通、江门等地建立原材料生产工厂，在苏州、武汉、重庆、黄石、中国香港、泰国、新加坡设立分公 司。公司始终将质量放在首位，已通过ISO 9001国际质量管理体系认证和ISO 14001环境管理体系认证，为产品质量提供了坚实保障。 作为CPCA常务理事单位，中晨集团自2005年起连续入选中国电子电路行业主要企业营收，凭借卓越的综合实力，多次荣获中国电子电路行业优秀企业、 A级纳税单位、质量信得过单位、国家高新企业、专精特新企业等多项荣誉称号，在技术创新方面，集团拥有FPC及PCB专用材料三十多项专利，多项产 品还荣获优秀产品贡献奖。 2025年12月28日晚，以"与时代同频 共创辉煌"为主题的中晨集团三十周年庆典暨答谢晚宴，在温暖而辉煌的氛围中盛大启幕。这是一场致敬过往峥嵘岁 月的深情回眸，也是一次展望未来壮阔征程的集体启航。各界宾朋、合作伙伴与集团同仁共聚一堂，在笑语与掌声中，共同见证这一时刻。 在二十余年的发展历程中，中晨集团在PCB业界积累了卓著实绩，全球PCB制造客户已达四百余家，其中包括鹏鼎控股、深南电路、华通电器、博敏电 子、方正电路、景旺电子、TTM、 ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①6G+商业航天+芯片+算力+低空经济+人工智能！这家公司深度参与我国低轨卫星互联网建设；②商业 航天+人工智能+军工+无人机！这家公司产品可广泛应用于导弹、火箭弹、探空火箭以及商业航天运载火 箭的动力；③商业航天+航空发动机+核电！公司产品助力长征、神舟、嫦娥等航天任务圆满完成。 前言 ...

很多创业者有个误区： 只要有个好点子，写个漂亮的商业计划书（BP），再把PPT讲得天花乱坠，就能融到钱。 但说句实话： 在现在这个阶段，单凭一个BP，很难融到资了。 现在的资本非常理性，钱只流向确定性。 什么样的初创企业容易融到资？ 核心三点： 一是赛道是不是在"大势"上。 二是创始人是不是"老手"。 三是项目有没有经过验证？ 第一，赛道。要符合国家趋势，但不要成为"炮灰" 第一点，赛道必须符合国家风口，但这不是让你去盲目地追热点。 吴世春 梅花创投合伙人、黑马加速导师 很多人一窝蜂地往AI、芯片、新能源里挤，以为这就叫符合风口。 结果做出来的东西全是同质化的，那不叫追"大势"，那叫"炮灰"。 什么叫符合国家趋势？ 第二点，关于"人"。 我一直有个观点： 一流的团队加三流的方向，能做成二流以上的项目； 三流的团队加一流的方向，结果往往是四流。 企业价值的大部分都在团队身上，而团队的核心在创始人。 现在的投资人看人，不看你是不是名校毕业，也不看你有没有华丽的履历。 是你做的事情解决了产业链里的实际问题，或者极大地提升了社会效率。 比如，你能不能替代进口，能不能把成本降下来，能不能解决卡脖子的环节。 资本是逐利的 ...

Core Viewpoint - A new wave of price increases is anticipated across various industries, driven by factors such as supply reduction, wage increases, and government policies aimed at stimulating domestic demand [1][5][30]. Group 1: Price Increases in Various Industries - McDonald's will raise prices on several menu items by 0.5-1 yuan starting December 15, 2025 [2]. - Moutai's wholesale prices for all products have increased, with the 25-year Flying Moutai rising by 40 yuan to 1600 yuan per bottle, and the Zodiac Snake variant surging by 230 yuan to 2000 yuan per bottle [3]. - SMIC has implemented a price increase of approximately 10% on certain production capacities, particularly focusing on the 8-inch BCD process platform [4]. - Major global shipping companies, including MSC, CMA CGM, Maersk, and Hapag-Lloyd, have announced plans to adjust freight rates starting January 1, 2026, including seasonal surcharges [4]. - Smartphone manufacturers like Xiaomi, OPPO, vivo, and Honor have raised prices on new models by 100 to 600 yuan compared to previous generations since October [5]. Group 2: Reasons Behind Price Increases - Price increases are partly a response to policies aimed at reducing overcapacity and promoting quality over quantity in production, as seen in industries like Moutai and SMIC [5][6]. - The price of lithium carbonate has risen from 92,800 yuan per ton to 104,900 yuan per ton, reflecting a monthly increase of over 13%, driven by production cuts from leading companies [6]. - The government has emphasized the need to stimulate domestic demand by increasing residents' income, which may lead to higher wages and consequently higher prices [6][7]. Group 3: Economic Outlook and Market Trends - The expectation is that inflation will become the main theme moving forward, with CPI gradually rising as the economy recovers from deflation [28][45]. - Monetary policies, including potential interest rate cuts, are anticipated to continue, providing a basis for inflation as liquidity increases in the market [34][40]. - The A-share market is expected to experience a slow bull market due to improved regulations, increased long-term capital inflows, and enhanced liquidity [41][43]. - As capital markets stabilize and residents' financial conditions improve, consumer spending is likely to increase, further driving price rises across various sectors [42][44].

Core Viewpoint - Japan's government has approved a record budget of 122.3 trillion yen (approximately $785 billion), aiming to implement an expansionary fiscal policy while addressing concerns in the bond market through reduced issuance of ultra-long-term bonds and controlled new debt issuance [1] Fiscal Policy - The budget is set at a historic high but is considered manageable relative to the economy, with the initial budget size remaining stable compared to nominal GDP for three consecutive years [1] - New bond issuance has been successfully limited to below 30 trillion yen, achieving a long-standing goal of the Ministry of Finance [1] - The total issuance of government bonds for the new fiscal year will be 180.7 trillion yen, a decrease of nearly 5% from the previous fiscal year [2] Debt Management - The issuance of ultra-long-term bonds has been reduced by nearly one-fifth to 17.4 trillion yen, the lowest level in 17 years, in response to rising bond yields and market concerns about the government's fiscal policies [2] - The debt-to-GDP ratio is projected to decrease to 24.2%, the lowest level since 1998, despite the overall budget increase [4] Technology Investment - The budget for the Ministry of Economy, Trade and Industry has increased by approximately 50% to 3.07 trillion yen, driven by significant investments in chips and AI, which will rise from about 300 billion yen to 1.23 trillion yen, nearly quadrupling [3] - The government has allocated 150 billion yen to support the state-owned chip company Rapidus Corp., bringing total investment in the company to 250 billion yen [3] - An additional 387.3 billion yen is earmarked for developing domestic AI models and enhancing data infrastructure [3] Tax Revenue and Expenditure - Tax revenue is expected to grow by 7.6% to a record 83.7 trillion yen, which will help fund increased expenditures [5] - However, tax growth will not fully offset the rising costs of debt repayment and increased social security and defense spending, with debt repayment costs projected to rise by 10.8% to 31.3 trillion yen, the highest level in 29 years [5] - The government plans to abandon the goal of achieving annual fiscal balance, setting new multi-year targets to allow for more flexible spending arrangements [5]