盘前要闻 硬科技板块再次迎来充足弹药!11月21日，包括7只科创创业人工智能ETF、3只科创板芯片ETF、4只科 创板芯片设计主题ETF，以及2只科技主题主动权益类基金获批。业内预计，16只产品将于近期启动募 集，吸引一批专注于科技领域投资的新增资金入市。 3、摩尔线程今日申购!发行价114.28元/股，国产GPU第一股来了 1、美国政府据称正考虑允许英伟达对华出售H200人工智能芯片 类型：公司 情绪影响：正面 特朗普政府正考虑批准向中国出口美国芯片制造商英伟达的H200人工智能芯片。英伟达首席执行官黄 仁勋曾多次公开表态强调中国市场的重要性。他认为，进入中国市场对于美国在人工智能领域的竞争力 至关重要。 2、硬科技再获增量资金加持!涉及AI、芯片等16只硬科技主题基金火速获批 类型：行业 情绪影响：正面 类型：公司 情绪影响：正面 摩尔线程今日将正式启动申购，这也意味A股将迎来"国产GPU第一股"。伴随着摩尔线程上市，公司也 创下了五项第一，除了上市速度以及"国产GPU第一股"之外，公司还以114.28元/股的发行价成为年内最 贵新股，4.24亿元的发行费用系年内新股第一，约80亿元的募资总额位列科创板新 ...

Group 1 - The U.S., Ukraine, and European representatives made significant progress in Geneva talks regarding a new 28-point plan to end the Russia-Ukraine conflict [2][13] - The European side submitted a modified peace plan that includes a proposal for Ukraine's military strength to be capped at 800,000 during peacetime, contrary to the U.S. proposal of 600,000 [14][15] - The modified plan also suggests that territorial negotiations should start from the contact line rather than pre-determined areas, and it opposes the U.S. idea of using frozen Russian assets for compensation [15] Group 2 - China's inbound tourist numbers have more than doubled year-on-year, with significant increases in spending from American and French tourists, showing a 50% and 160% rise respectively [8] - The number of marriage registrations in China increased by 405,000 year-on-year in the first three quarters, totaling 5.152 million [4] - The launch of commercial trials for satellite IoT services marks a key transition for China's satellite IoT from technical validation to large-scale commercialization, potentially benefiting emerging industries [6] Group 3 - Over 200 billion yuan worth of locked shares will be released this week, with 40 companies having their shares unlocked [24] - Two new stocks are set to be issued this week, with one priced at 114.28 yuan [26][27] - The insurance sector is developing specialized insurance products for embodied intelligence, indicating a trend towards financial innovation in response to the growth of this industry [28]

Group 1 - The commercial trial of satellite IoT services has been initiated by the Ministry of Industry and Information Technology [1] - The State-owned Assets Supervision and Administration Commission held a meeting to promote the specialization integration of central enterprises and signed key project agreements [1] - Beijing plans to revise the sales contract for commercial housing [1] Group 2 - The low-altitude economy market in China is expected to reach a scale of 1.5 trillion yuan this year [1] - The National Development and Reform Commission has provided a loan of 41 million yuan to support the development of hydrogen energy enterprises in Shaanxi [1]

Market Performance - The three major U.S. stock indices rebounded last Friday, with the Dow Jones Industrial Average rising by 1.08% to close at 46,245.41 points, the Nasdaq increasing by 0.88% to 22,273.08 points, and the S&P 500 gaining 0.98% to 6,602.99 points [1] - The performance of the "Big Tech" companies was mixed, with Google leading the gains at 3.53%, followed by Apple at 1.97%, Amazon at 1.63%, and Meta at 0.87%. In contrast, Microsoft fell by 1.32%, Tesla by 1.05%, and Nvidia by 0.97% [1] Chinese Market Highlights - The Nasdaq China Golden Dragon Index increased by 1.23%, with notable gains from companies such as NetEase Youdao at 7.14%, Canadian Solar at 5.6%, and NIO at 3.33% [2] - The WTI crude oil for January fell by $0.94 to $58.06 per barrel, a decrease of 1.59%, while Brent crude oil dropped by $0.82 to $62.56 per barrel, down 1.29% [2] - The spot gold price decreased by 0.26%, settling at $4,066.21 per ounce [2] Regulatory Developments - The National Internet Information Office and the Ministry of Public Security have drafted a regulation on personal information protection for large online platforms, requiring that personal information collected within China be stored domestically [2] - The Ministry of Finance announced that savings bonds will be included in personal pension products, with allocation ratios adjusted quarterly based on the investment status of pension accounts [3] Industry Growth Projections - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025 and is expected to exceed 2 trillion yuan by 2030, driven by rapid industry expansion [4] - The first large-capacity all-solid-state battery production line in China has been established and is currently undergoing small-scale testing [5] - As of now, the annual box office for Chinese films in 2025 has surpassed 46 billion yuan, with new releases anticipated as the holiday season approaches [5]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美乌代表称日内瓦会谈"取得进展"，欧洲据悉针对28条提出反提案 美联储"三把手"威廉姆斯：仍认为近期存在降息空间 美联储在12月议息会议前将无CPI报告更新 为应对法院裁决，特朗普政府准备关税备用方案 美官员称美国将对委内瑞拉开展新行动 储蓄国债（电子式）将纳入个人养老金产品范围 我国卫星物联网业务商用试验正式启动 蚂蚁集团灵光App上线4天下载量破100万 美国政府据称正考虑允许英伟达对华出售H200芯片 市场盘点 上周五，尽管美联储"三把手"鸽派发言令12月降息预期有所回暖，但美元指数维持坚挺，盘中创近6个月新高，最终收跌0.056%，报100.17；美债收益率全 线走低，基准的10年期美债收益最终收报4.068%，对美联储政策利率敏感的2年期美债收益率收报3.518%。 现货黄金盘中跌超1%后一度转涨，但尾盘再度走弱，最终收跌0.28%，报4065.9美元/盎司，且录得本月来首次周度下跌；现货白银最终收跌1.13%，报50.04 美元/盎司。 在美国力促俄 ...

Core Viewpoint - The launch of commercial trials for satellite IoT services in China marks a significant step in enhancing the satellite communication market and supporting emerging industries such as commercial aerospace and low-altitude economy [1] Group 1: Event Overview - The 2025 China 5G + Industrial Internet Conference was held in Wuhan, Hubei [1] - The commercial trial period for satellite IoT services is set for two years [1] Group 2: Industry Implications - The initiative aims to enrich the supply in the satellite communication market [1] - It supports the safe and healthy development of new industries, including commercial aerospace and low-altitude economy [1] Group 3: Technology and Applications - Satellite IoT utilizes satellite communication technology to connect a vast number of devices on land, sea, and air, providing data collection and transmission services [1] - Application scenarios include marine fisheries, transportation logistics, energy and water resources, emergency communication, low-altitude economy, and industrial internet [1] Group 4: Regulatory Framework - In August, the Ministry of Industry and Information Technology issued guidelines to optimize business access and promote the development of the satellite communication industry [1]

Core Insights - China's "Hualong One" nuclear power unit 2 has successfully connected to the grid, marking a significant advancement in the mass construction of this technology [2] - The completion of the "Hualong One" nuclear power base in Zhangzhou, Fujian, with six units planned, is expected to provide over 60 billion kilowatt-hours of clean energy annually, meeting 75% of the electricity demand for Xiamen and Zhangzhou [4] Clean Energy Industry - China has established the world's largest and most complete clean energy industrial chain, with a significant decrease in coal power's share from 58.7% in 2015 to 33.1% in the first half of 2025 [5] - The country's green hydrogen production capacity exceeds 150,000 tons per year, accounting for over 50% of the global total, with 540 hydrogen refueling stations built, representing 40% of the global share [8] Satellite IoT Business - The commercial trial of China's satellite IoT business has officially started, aimed at supporting the safe and healthy development of emerging industries such as commercial aerospace and low-altitude economy [9] Infrastructure Development - The completion of the world's largest span four-cable-stayed bridge, the Yanjin Changjiang Bridge, with a main span of 1860 meters, adds to China's infrastructure achievements [11] Battery Technology - China has built its first large-capacity all-solid-state battery production line, which is expected to enhance electric vehicle range from 500 kilometers to over 1000 kilometers [13] - The production line is currently undergoing small batch testing, with plans for mass production between 2027 and 2030 [15]

（文章来源：人民日报） 卫星物联网利用卫星通信技术，连接地面、海洋、空中的海量设备，提供数据采集和传输服务，其应用 场景覆盖海洋渔业、交通物流、能源水利、应急通信、低空经济、工业互联网等。今年8月，工业和信 息化部印发《关于优化业务准入促进卫星通信产业发展的指导意见》，对卫星通信业务开放工作进行统 筹布局和系统谋划。 本报北京11月23日电 （记者刘温馨、范昊天）2025中国5G+工业互联网大会日前在湖北武汉举行。会 上，我国卫星物联网业务商用试验启动。 此次商用试验期为两年，支持符合要求的企业开展卫星物联网业务，将丰富卫星通信市场供给，支撑商 业航天、低空经济等新兴产业安全健康发展。 ...

Core Insights - The launch of commercial trials for satellite IoT in China marks a significant transition from technology validation to large-scale commercialization, providing new momentum for emerging industries such as commercial space and low-altitude economy [1][2] Industry Overview - Satellite IoT connects various IoT devices through satellite communication technology, offering wide-area IoT connectivity for data collection terminals, wearable devices, handheld terminals, and transportation tools like cars, ships, and aircraft [2] - The commercial trial period for satellite IoT in China is set for two years, aiming to enrich the satellite communication market supply, stimulate operational vitality, enhance industry service capabilities, and establish a safety regulatory system [2] Applications and Benefits - Satellite IoT is expected to overcome the limitations of ground network coverage, with typical applications including precise scheduling for drones and flying cars, stable communication services for vast oceans and remote areas, and remote data collection and transmission for smart agriculture and energy [2] - The industry is entering an accelerated development phase, supported by precise government policies, such as the guidance issued by the Ministry of Industry and Information Technology in August [2] Industry Chain and Companies - The satellite IoT industry chain includes upstream commercial space, satellite constellation construction, and ground station construction; midstream satellite network operation and data processing; and downstream applications in low-altitude economy, smart agriculture, and power inspection [4] - Several companies are actively positioning themselves in the satellite IoT sector, such as: - Chaojie Fastener Systems (Shanghai) Co., Ltd., focusing on commercial rocket body structure manufacturing, has completed production line construction in 2024 [5] - Shenzhen Zhenyou Technology Co., Ltd. is investing in core network systems to support satellite communication's safe and stable operation [5] - Guangdong Tongyu Communication Co., Ltd. has established a product system covering ground station terminals, satellite communication payloads, and satellite communication terminal applications, aiming for a new growth cycle through technological investment [5]

Group 1 - The core viewpoint is that the launch of satellite IoT commercial trials is a key link connecting commercial aerospace and low-altitude economy, aiming to enhance service capabilities and establish a regulatory framework for emerging industries [1][2] - The Ministry of Industry and Information Technology (MIIT) announced the official start of satellite IoT commercial trials, which will last for two years, to stimulate market vitality and support the healthy development of new industries [1][4] - Satellite IoT is expected to enable real-time tracking and data transmission for low-altitude vehicles, addressing communication gaps in the low-altitude economy and fostering deep integration between commercial aerospace and low-altitude sectors [2][3] Group 2 - The satellite IoT business connects various IoT devices through satellite communication technology, providing wide-area IoT connectivity in regions where terrestrial networks are unavailable [3][4] - The MIIT has proposed 19 specific measures to promote the development of the satellite communication industry, including organizing satellite IoT commercial trials and expanding market access for private enterprises [4][5] - Major telecommunications companies like China Telecom, China Mobile, and China Unicom are actively expanding their satellite communication services, enhancing applications in emergency communication and remote area connectivity [5][6] Group 3 - The integration of satellite IoT technology is expected to attract more capital and resources into the low-altitude sector, promoting collaborative development across various industry segments such as drone manufacturing and airspace management [3][5] - The commercial trials are anticipated to create opportunities for upstream and downstream enterprises in the satellite IoT industry chain, leading to a more complete industrial ecosystem [2][5] - The MIIT aims to enhance the synergy between industrial internet and artificial intelligence, promoting the development of smart manufacturing and digital infrastructure [6][7]