Group 1 - The chairman of GuoDun Quantum, Lv Pin, passed away on December 18, 2025, and the company expressed deep condolences and sympathy to his family [1] - Lv Pin served as the chairman since May 2025 and held various committee positions within the company [1] - His passing will not affect the normal operation of the board, and the company will proceed with the election of a new chairman as per legal regulations [1] Group 2 - Lv Pin was 46 years old, born in July 1979, and held a master's degree [5] - He had a significant career in China Telecom, holding various managerial positions before becoming the chairman of GuoDun Quantum [5] - GuoDun Quantum, established in 2009, focuses on quantum communication, quantum computing, and quantum precision measurement, and is recognized as a pioneer in China's quantum information industry [5] Group 3 - GuoDun Quantum's stock price has seen significant growth, doubling from a low of 211.03 CNY per share on April 7, 2025, to 494.00 CNY per share by December 18, 2025 [6] - The stock reached its highest point of 618.28 CNY on October 31, 2025 [6]

Core Viewpoint - The Anhui Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the development of future industries as a new economic growth point [1] Group 1: Future Industry Development - The plan includes the implementation of a future industry cultivation project, exploring diverse technological routes, typical application scenarios, feasible business models, and market regulation rules [1] - Key areas identified for growth include quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, sixth-generation mobile communication, advanced materials, new-generation semiconductors, deep space exploration, and life sciences [1] Group 2: Investment and Collaboration - A mechanism for increasing investment in future industries and sharing risks will be established, with a focus on deepening collaboration with national venture capital guidance funds to encourage social capital investment [1] - The plan aims to create incubators, technology parks, and pilot zones for future industries, striving to establish a national pilot zone for future industries [1]

Group 1 - Apple customer service advised users to clear storage space on iPhones to prevent startup issues when memory is full, as it can lead to system crashes and data loss [2] - A robbery occurred in Hong Kong involving a currency exchange store, with approximately 10 billion yen stolen, leading to police investigations and one arrest [2] Group 2 - Hangzhou has become the first city in China to legislate on weight management as part of its health promotion efforts, effective January 1, 2024 [5] - Honda announced production halts in some factories in China and Japan due to semiconductor shortages, affecting operations from late December to early January [5] - Trump announced bonuses for U.S. military personnel funded by tariff revenues, emphasizing economic improvements during his presidency [5] Group 3 - ByteDance launched the enterprise version of its AI programming tool TRAE CN, which is used by over 92% of its engineers internally, with significant performance optimizations for enterprise needs [8] - The iPhone prices in Hainan's duty-free shops are significantly lower than on e-commerce platforms, with potential savings of up to 2,140 yuan for certain models [11] - The minimum basic pension for urban and rural residents in China is set to increase to 143 yuan per month in 2025, marking the eighth increase since the system's establishment [12] Group 4 - A giant underwater gold mine was discovered in Laizhou, with proven gold reserves exceeding 3,900 tons, accounting for about 26% of the national total [12] - The chairman of Guoshun Quantum, a leading quantum technology company, passed away unexpectedly at the age of 46 [12] - Nvidia's CEO revealed that the company has not yet made any payments to OpenAI as part of a planned $100 billion investment [12] Group 5 - Apple adjusted its iOS rules in Japan to comply with new regulations, allowing third-party app stores and payment methods, significantly altering its previous ecosystem dominance [13] - Several banks, including China Bank and Postal Savings Bank, have ceased issuing various co-branded credit cards due to expired partnerships [14][15] - Zhongyin Securities responded to the removal of its app from app stores, emphasizing its commitment to user data protection and compliance with regulatory feedback [15]

跨年策略注重攻守兼备 面对分歧的市场判断与纠结的盘面，如何调整投资组合，成为检验私募管理能力的关键。宝晓辉提 出"减仓但不清仓"策略，成为当前市场环境下颇具代表性的应对之策。宝晓辉解释，这背后的核心逻辑 在于区分产业趋势与交易节奏。"止盈部分仓位是在做防守，把账面上的浮盈变成确定的利润……留下 底仓则是做进攻。"这一策略旨在捕捉产业趋势的确定性，同时规避交易拥挤带来的不确定性，体现 了"不贪鱼尾行情，也不放弃产业周期"的务实智慧。 A股市场已步入年度收官阶段。一边是人工智能（AI）、人形机器人、商业航天等主题和概念持续催 化，另一边则是年末资金调仓带来的现实压力。近期"纠结"的盘面，考验着每一位市场参与者的神经。 来自多家一线私募的最新研判和真实投资心态，共同勾勒出复杂而多维的年末科技股投资图景——既有 对长期趋势的坚定共识，也有对短期风险的清醒认知，还有应对当前复杂局面的多元灵活策略。 年末研判存分歧 在科技股的中长期投资逻辑方面，私募机构间几乎没有分歧。明泽投资创始人马科伟称，重要会议的战 略定调与"十五五"规划预期的明朗化，为科技板块提供了坚实的政策支撑，"以创新驱动发展的中长期 逻辑依然稳固"。老牌百 ...

● 本报记者 王辉 A股市场已步入年度收官阶段。一边是人工智能（AI）、人形机器人、商业航天等主题和概念持续催 化，另一边则是年末资金调仓带来的现实压力。近期"纠结"的盘面，考验着每一位市场参与者的神经。 来自多家一线私募的最新研判和真实投资心态，共同勾勒出复杂而多维的年末科技股投资图景——既有 对长期趋势的坚定共识，也有对短期风险的清醒认知，还有应对当前复杂局面的多元灵活策略。 年末研判存分歧 在科技股的中长期投资逻辑方面，私募机构间几乎没有分歧。明泽投资创始人马科伟称，重要会议的战 略定调与"十五五"规划预期的明朗化，为科技板块提供了坚实的政策支撑，"以创新驱动发展的中长期 逻辑依然稳固"。老牌百亿级私募淡水泉认为，科技及先进制造板块在外需拉动与技术升级的双重驱动 下，"展现出较强的增长动能"。 当目光投向2026年，私募机构的布局思路展现出极强的共识性和前瞻性。AI与机器人，被视为确定性 最高的两大核心主线。 几乎所有受访机构都浓墨重彩地强调了AI领域，尤其是算力基础设施方向的机遇。宝晓辉认为，算力 基础设施方向深度绑定全球产业迭代与国产替代双逻辑，"业绩高增长具备强确定性"。知名外资私募锐 联景淳创始 ...

12月18日晚间，《每日经济新闻》记者从多个渠道获悉，国盾量子董事长吕品已于当日离世。 来源：每日经济新闻 安徽合肥高新警方发布警方通报称，2025年12月18日13时许，我局接报警称，吕某（男，46岁）在望江 西路与孔雀台路交叉口某公司一办公室内失去意识。接警后，民警立即到场处置。经120现场确认，吕 某已无生命体征。经公安机关勘查调查，已排除案件。 据悉，吕品生于1979年7月，历任中国电信集团有限公司市场部副总经理，中国电信股份有限公司市场 部副总经理，中国电信股份有限公司安徽分公司副总经理、党委委员，中国电信集团有限公司安徽分公 司副总经理；现任中电信量子信息科技集团有限公司董事长、党委书记，中电信量子科技有限公司董事 长。 当日晚，《每日经济新闻》记者来到中电信量子信息科技集团有限公司楼下，看到公司门口停着两辆警 车，期间有身着警服的人员进入。大楼2楼至5楼办公室均亮着灯，记者试图进入大楼了解事件详情，一 楼一位自称园区物业的工作人员拦住记者，称"楼上没有人，都下班了"。 中电信量子信息科技集团有限公司办公楼现场 图片来源：每经记者张宝莲 吕品图片来源：中国电信 吕品于2025年5月30日就任国盾量 ...

Core Viewpoint - The chairman of GuoDun Quantum, Lv Pin, has passed away, and the company has confirmed that his death will not affect the board's operations or the company's management team [1][2]. Group 1: Company Announcement - GuoDun Quantum announced that Lv Pin had been serving as chairman since May 2025 and held other key positions within the company [1]. - As of the announcement date, Lv Pin did not hold any company shares and had no unfulfilled share lock-up commitments [2]. - The company will proceed with the election of a new chairman and board members in accordance with legal regulations and its articles of association [2]. Group 2: Investigation and Background - The Hefei Public Security Bureau reported that an investigation into Lv Pin's death has ruled out foul play [3]. - Lv Pin, born in 1979, previously held significant positions in China Telecom and was the chairman of China Telecom Quantum Technology Co., Ltd. [3]. - GuoDun Quantum specializes in the research, development, production, and sales of quantum communication, quantum computing, and quantum precision measurement products, and is controlled by China Telecom's wholly-owned subsidiary [3]. Group 3: Market Reaction - On the day of the announcement, GuoDun Quantum's stock experienced a slight decline of 1.21%, closing at 494 yuan, with a market capitalization of 50.8 billion yuan [4].

12月18日，记者从多个渠道获悉，国盾量子董事长吕品已于当日离世。 12月18日晚，合肥警方通报称，2025年12月18日13时许，该局接报警称，吕某（男，46岁）在望江西路与孔雀台路交口某公司一办公室内失去意识。接警 后，民警立即到场处置。经120现场确认，吕某已无生命体征。经公安机关勘查调查，已排除案件。 公司由中国电信全资子公司中电信量子集团控股，于2020年登陆科创板，成为"量子科技第一股"。 来源：合肥警方、每日经济新闻 编辑：赵静明 校对：冯卓盈 科大国盾量子技术股份有限公司成立于2009年，技术源自中国科学技术大学。公司主要从事量子通信、量子计算、量子精密测量产品的研发、生产、销售 并提供相关技术服务，是中国量子信息产业化的开拓者、实践者和引领者。 ...

12月18日晚间，上市公司国盾量子公告，董事长逝世。 公告称，公司董事会沉痛公告，公司董事长吕品先生不幸逝世。吕品先生于2025年5月起担任公司董事长，并担任战略与投 资委员会主任委员、薪酬与考核委员会委员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼并向其家属表达深切慰 问。 公开资料显示，国盾量子成立于2009年，是国家高新技术企业、国家"专精特新"小巨人企业、国家知识产权优势企业。公 司主要从事量子通信、量子计算、量子精密测量产品的研发、生产和销售，并提供相关技术服务。2020年，公司登陆上海 证券交易所科创板，成为A股首家也是目前唯一一家量子科技上市公司。 2025年12月18日13时许,我局接报警称,吕 某(男,46岁)在望江西路与孔雀台路交口某公 司一办公室内失去意识。接警后,民警立即到场 处置。经120现场确认,吕某已无生命体征。经公 安机关勘查调查,已排除案件。 警方提示:请广大网民不造谣、不传谣、不 信谣,共同营造清朗网络空间。 高新公安分局 2025年12月18日 63 @合肥高新公安 （文章来源：中国基金报） 据悉，吕品生于1979年7月，历任中国电信集团有限公司市场部副总经理，中国电信 ...

每日经济新闻消息，12月18日晚间，《每日经济新闻》记者从多个渠道获悉，国盾量子董事长吕品已于当 日离世。 安徽合肥高新警方发布警方通报称，2025年12月18日13时许，我局接报警称，吕某（男，46岁）在望江西 路与孔雀台路交叉口某公司一办公室内失去意识。接警后，民警立即到场处置。经120现场确认，吕某已 无生命体征。经公安机关勘查调查，已排除案件。 吕品生于1979年7月，历任中国电信集团有限公司市场部副总经理，中国电信股份有限公司市场部副总经 理，中国电信股份有限公司安徽分公司副总经理、党委委员，中国电信集团有限公司安徽分公司副总经 理；现任中电信量子信息科技集团有限公司董事长、党委书记，中电信量子科技有限公司董事长。 吕品 图片来源：中国电信 当日晚，《每日经济新闻》记者来到中电信量子信息科技集团有限公司楼下，看到公司门口停着两辆警 车，期间有身着警服的人员进入。大楼2楼至5楼办公室均亮着灯，记者试图进入大楼了解事件详情，一楼 一位自称园区物业的工作人员拦住记者，称"楼上没有人，都下班了"。 中电信量子信息科技集团有限公司办公楼现场 图片来源：每经记者 张宝莲 （声明：文章内容和数据仅供参考，不构成投 ...