格林达分析师会议 调研日期：2025年09月23日 调研行业：电子化学品 参与调研的机构：煜德投资、湘禾投资、中信建投等 / 机构调研pro小程序 DJvanbao.com 构市场到断信记 关注公众号即可体验 机构调研pro小程序~ 扫码关注 调研纪要精选公众号 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | ...

Core Viewpoint - The "N City Linked Autumn Recruitment Event" aims to attract talent through precise matching with industry needs, focusing on emerging sectors such as artificial intelligence and integrated circuits, while providing over 110,000 quality job positions across various industries [4][9][10]. Group 1: Recruitment Event Overview - The event commenced on September 23 at Tsinghua University, marking the start of the autumn recruitment season, with over 3,100 companies participating and offering more than 110,000 job positions [2][9]. - The recruitment activities will take place in 33 key universities in the Beijing-Tianjin-Hebei region from September 23 to 28, featuring 27 specialized recruitment events [2]. Group 2: Precision Talent Acquisition - The recruitment strategy emphasizes "precision matching," targeting modern industrial needs and focusing on sectors like AI, new information technology, and advanced materials [4][7]. - Companies have developed targeted recruitment plans based on a list of key universities and majors, ensuring job positions align closely with graduates' fields of study [7]. Group 3: Job Offerings and Salary Insights - The event features over 30,000 positions with annual salaries ranging from 200,000 to 1,000,000 yuan, with some high-end R&D roles exceeding 1,000,000 yuan [9][10]. - A total of more than 80,000 positions are available offline, with the remaining positions accessible through an online platform [9]. Group 4: Supportive Policies for Talent Retention - The event includes a comprehensive policy package addressing housing, education, and healthcare to alleviate concerns for talent development [10][12]. - Guangzhou offers five major benefits for young talent, including free accommodation for job seekers and substantial relocation allowances for doctoral graduates [12]. Group 5: Enhanced Recruitment Experience - The event integrates talent acquisition with city integration and career development, providing nearly 19,000 city benefits to enhance the experience for job seekers [14]. - Services such as resume optimization and career planning are offered to improve candidates' competitiveness [16].

"十四五"期间中国高等教育向社会输送5500万人才 中新社北京9月23日电 (记者 曾玥)中国教育部部长怀进鹏23日在北京表示，"十四五"期间，高等教育累 计向社会输送5500万人才。 当日，中国国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。怀进鹏在会上表 示，"十四五"时期，规划所确立的各项目标任务已全面高质量完成，在落实立德树人根本任务、提供普 惠优质教育公共服务、服务支撑社会经济发展、深化教育综合改革、建设具有全球影响力的重要教育中 心等五个方面取得新突破。 "'十四五'期间，高等教育累计向社会输送5500万人才，相当于许多发达国家的人口总量，这对国家经 济社会发展的作用和价值可想而知。"怀进鹏说。 他进一步介绍，职业教育供给现代产业70%以上新增高素质高技能人才。高校获得75%以上国家自然科 学奖和技术发明奖、55%以上的科技进步奖，特别是在生命科学、量子科技、人工智能、物质科学和空 间科学等领域取得一批原创性成果，哲学社会科学和文化艺术持续发展也取得显著成效。 怀进鹏举例说，中国持续加强"强基计划"等基础学科拔尖创新人才培养，还围绕人工智能、集成电路和 生命科学等前沿领域推进国 ...

Group 1 - The "Million Talents Gathering in South Guangdong" 2025 N City Linked Autumn Recruitment event was launched at Tsinghua University, featuring over 180 well-known enterprises from South Guangdong and more than 8,000 quality job positions [2] - The participating companies include state-owned enterprises, public institutions, research institutions, and outstanding private enterprises, covering emerging industries such as artificial intelligence, new generation information technology, intelligent robotics, integrated circuits, and cutting-edge new materials [2] - The event aims to enhance the competitiveness of young job seekers by providing a rich job-seeking experience, including a coffee corner, job supply station, and "offer express" service [3]

Group 1 - The company plans to establish a new investment partnership named Ningbo Caozhixing Jizhi Venture Capital Partnership (Limited Partnership) with several partners, including Ningbo Caozhixing Private Fund Management Co., Ltd. and others [1] - The total scale of the fund is set at 50.2 million RMB, with the company intending to invest 25 million RMB of its own funds [1] - The investment focus of the fund will be on new materials and integrated circuits [1]

人民财讯9月23日电，近日，市场监管总局、工业和信息化部联合印发通知，公开征集2025年度计量支 撑产业新质生产力发展项目。此举旨在深入贯彻落实《计量支撑产业新质生产力发展行动方案(2025— 2030年)》(以下简称《行动方案》)部署要求，充分发挥计量在科技创新、产业升级中的基础性、战略性 作用，加快破解产业发展关键计量技术瓶颈，推动产业高质量发展。本次项目征集聚焦《行动方案》明 确的新一代信息技术、人工智能、航空航天、新能源、新材料、高端装备、生物医药、量子科技、集成 电路、仪器仪表十大重点领域，重点支持能够破解"卡脖子"难题、实现国产替代、填补国内外空白的重 大创新项目。通过项目实施，打通计量技术从研发到产业应用的全链条，为产业新质生产力发展提供坚 实计量支撑。 ...

Group 1 - The core viewpoint of the news is that Xin Heng Hui's stock has experienced fluctuations, with a year-to-date increase of 100.21% but a recent decline in the last five and twenty trading days [1] - As of September 23, Xin Heng Hui's stock price was 84.33 CNY per share, with a total market capitalization of 20.202 billion CNY [1] - The company has seen significant trading activity, with a net outflow of 672,500 CNY in main funds and notable buying and selling volumes in large orders [1] Group 2 - Xin Heng Hui operates in the electronic sector, specifically in semiconductor materials, and is involved in various concepts such as eSIM and integrated circuits [2] - For the first half of 2025, Xin Heng Hui reported a revenue of 474 million CNY, reflecting a year-on-year growth of 14.51%, while the net profit attributable to shareholders decreased by 11.94% to 88.9545 million CNY [2] - The company has distributed a total of 120 million CNY in dividends since its A-share listing [2]

9月23日，神工股份盘中下跌2.01%，截至10:22，报34.05元/股，成交8775.74万元，换手率1.48%，总市 值57.99亿元。 截至6月30日，神工股份股东户数1.36万，较上期增加13.79%；人均流通股12514股，较上期减少 12.12%。2025年1月-6月，神工股份实现营业收入2.09亿元，同比增长66.53%；归母净利润4883.79万 元，同比增长925.55%。 分红方面，神工股份A股上市后累计派现1.34亿元。近三年，累计派现2870.16万元。 责任编辑：小浪快报 资金流向方面，主力资金净流入184.69万元，特大单买入364.85万元，占比4.16%，卖出270.98万元，占 比3.09%；大单买入2728.50万元，占比31.09%，卖出2637.67万元，占比30.06%。 神工股份今年以来股价涨45.67%，近5个交易日跌1.16%，近20日跌9.08%，近60日涨6.11%。 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。 ...

资料显示，思瑞浦微电子科技(苏州)股份有限公司位于中国(上海)自由贸易试验区张东路1761号2幢第二 层、第三层、第四层，成立日期2012年4月23日，上市日期2020年9月21日，公司主营业务涉及模拟集成 电路产品研发和销售。主营业务收入构成为：信号链类模拟芯片67.70%，电源类模拟芯片32.25%，其 他0.05%。 思瑞浦所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、集成 电路、芯片概念、半导体等。 截至6月30日，思瑞浦股东户数1.15万，较上期增加26.45%；人均流通股11512股，较上期减少20.91%。 2025年1月-6月，思瑞浦实现营业收入9.49亿元，同比增长87.33%；归母净利润6568.67万元，同比增长 200.07%。 9月23日，思瑞浦盘中下跌2.04%，截至10:09，报155.68元/股，成交2.02亿元，换手率0.96%，总市值 211.18亿元。 资金流向方面，主力资金净流出2477.80万元，特大单买入941.22万元，占比4.66%，卖出1940.49万元， 占比9.60%；大单买入4229.09万元，占比20.93%，卖出5 ...

9月23日，长芯博创盘中下跌2.01%，截至09:48，报125.58元/股，成交8.42亿元，换手率2.43%，总市值 365.57亿元。 机构持仓方面，截止2025年6月30日，长芯博创十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股623.75万股，相比上期增加205.56万股。财通价值动量混合A（720001）位居第八大流通 股东，持股222.23万股，为新进股东。财通资管数字经济混合发起式A（017483）位居第九大流通股 东，持股209.15万股，为新进股东。兴业兴睿两年持有期混合A（013910）、新华优选分红混合A （519087）、易方达远见成长混合A（010115）退出十大流通股东之列。 资金流向方面，主力资金净流出6558.46万元，特大单买入5972.29万元，占比7.09%，卖出9410.53万 元，占比11.18%；大单买入2.10亿元，占比24.95%，卖出2.41亿元，占比28.66%。 责任编辑：小浪快报 长芯博创所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光电子、年度强 势、IDC概念（数据中心）、芯片概念、集成电路等。 截至6月30 ...