Group 1 - The core viewpoint of the news is that Zhengfan Technology's stock has shown a significant increase in recent trading days, with a year-to-date rise of 5.69% and a notable 8.72% increase over the last five trading days [1] - As of January 7, the stock price reached 33.43 yuan per share, with a total market capitalization of 9.833 billion yuan and a trading volume of 2.29 billion yuan [1] - The company specializes in the design, production, installation, and supporting services of gas chemical supply systems, with its main revenue sources being electronic process equipment (63.06%), core components (12.82%), and gas and advanced materials (9.92%) [1] Group 2 - Zhengfan Technology belongs to the machinery and equipment sector, specifically under specialized equipment and other specialized equipment categories, and is associated with concepts such as margin financing, SMIC International, share buybacks, specialized and innovative enterprises, and integrated circuits [2] - As of September 30, the number of shareholders increased by 57.38% to 16,100, while the average circulating shares per person decreased by 36.38% to 18,184 shares [2] - For the period from January to September 2025, the company reported a revenue of 3.292 billion yuan, a year-on-year decrease of 5.98%, and a net profit attributable to shareholders of 71.3026 million yuan, down 78.50% year-on-year [2] Group 3 - Zhengfan Technology has distributed a total of 222 million yuan in dividends since its A-share listing, with 163 million yuan distributed over the past three years [3] - Among the top ten circulating shareholders, Dongfang Artificial Intelligence Theme Mixed A (005844) is the fourth largest, holding 9.2138 million shares, an increase of 65,700 shares from the previous period [3] - Hong Kong Central Clearing Limited is the ninth largest circulating shareholder, holding 2.64 million shares as a new shareholder [3]

Core Viewpoint - Bomin Electronics experienced a stock price decline of 2.03% on January 7, 2023, with a current price of 13.01 CNY per share and a total market capitalization of 8.201 billion CNY [1] Financial Performance - For the period from January to September 2025, Bomin Electronics reported a revenue of 2.592 billion CNY, reflecting a year-on-year growth of 10.87% [2] - The net profit attributable to shareholders for the same period was 40.129 million CNY, showing a year-on-year decrease of 21.26% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Bomin Electronics increased to 59,200, up by 10.95% from the previous period [2] - The average number of circulating shares per shareholder decreased by 9.87% to 10,646 shares [2] Dividend Distribution - Since its A-share listing, Bomin Electronics has distributed a total of 130 million CNY in dividends, with 25.216 million CNY distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth largest circulating shareholder, holding 10.5417 million shares, an increase of 6.2976 million shares from the previous period [3] Business Overview - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [1] - The company's revenue composition includes 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [1] - Bomin Electronics operates within the electronics industry, specifically in the printed circuit board sector, and is involved in various concept sectors including aerospace, military, autonomous driving, integrated circuits, semiconductors, and third-generation semiconductors [1]

文：韦亚军 摄影：Bob 此次备案完成，标志着基金的进一步落地。 近日，中国证券投资基金业协会信息显示，福建（厦门）社保科创股权投资基金合伙企业（有限合伙）顺利通过中国证券投资基金业协会备案，落款时间 为2025年12月31日。 据了解，该基金于2025年12月4日正式宣布签约设立。此次备案完成，标志着基金的进一步落地。 该基金由福建省、厦门市、全国社会保障基金理事会、中国建设银行等共同发起设立，首期规模200亿元。 该基金于2025年10月27日签约 ，首期规模500亿元，出资方涵盖社保基金会、浙江省、杭州市、农业银行，定位服务数字经济、人工智能、物联网等长三 角核心产业。 2、福建社保科创基金（厦门） 该基金于2025年12月4日签约，首期规模200亿元，出资方涵盖社保基金会、福建省、厦门市、建设银行，定位海洋经济、新材料、两岸集成电路合作等海 峡西岸特色产业链。 3、江苏社保科创基金（苏州） 该基金于2025年12月19日签约，首期规模同样为500亿元，出资方涵盖社保基金会、江苏省、苏州市、工银投资，定位集成电路、新能源、高端装备等长 三角先进制造集群。 4、湖北社保科创基金（武汉） 该基金于2025年 ...

转自：贵州日报 顶尖科学家的"黔"行"芯"路 "选择贵州，既是响应'造芯报国'的使命召唤，也看中了这里数智产业发展的广阔空间。"2023年，国家重点 研发计划首席科学家毕津顺教授告别中国科学院，以贵州省"百千万人才引进计划"领军人才身份全职加盟贵 州师范大学，成为一名新贵阳人。 初到贵州，各种挑战在他预料之中：集成电路学科基础薄弱、科研配套亟待完善、专业人才储备不足，与发 达地区的差距客观存在。"没有一流的平台，就难聚一流的人才，更难出一流的成果。"深谙平台建设重要性 的他，将筹建集成电路研究院作为首要任务。在学校1500万元首期专项资金支持下，省内首个以集成电路学 科布局为核心的科研平台建设快速落地。目前，涵盖芯片设计、半导体器件测试等全链条的产学研实验平台 已初具规模，预计总投资1.5亿元。 平台搭起引才"梧桐树"，政策备好留才"定心丸"。2024年9月，该研究院面向海内外发布招贤公告，开出百万 年薪吸纳高层次领军人才，并特设"伯乐推荐奖"。在"平台引才""以才引才"双轮驱动下，一支由3名高层次引 2025中国国际大数据产业博览会展馆一角。 赵松 摄（影像贵州） 毕津顺与学生交流。 赵旭婉婷 摄 贵州日报 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [7] Core Insights - The company is a leading supplier of single crystal silicon materials for integrated circuit etching, holding approximately 15% of the global market share. It is expected to benefit from the overall supply chain improvement driven by the storage industry's growth cycle, leading to potentially exceeding performance expectations [1][2] - The company has established a strong position in the semiconductor materials sector since its inception in 2013, with a product matrix that includes large diameter etching silicon materials, silicon components, and large-size silicon wafers. Its integrated R&D and production capabilities provide a sustainable competitive advantage [2] - The demand for large diameter silicon materials is expected to rise due to increased utilization in storage chip manufacturing, particularly as the global tech giants ramp up capital expenditures for computing centers. This trend is anticipated to create structural shortages in storage chip capacity [3] - The company has a stable export market for its large diameter silicon materials, with products already integrated into major domestic etching equipment manufacturers and wafer fabs. Its product range covers 14-inch to 22-inch specifications, catering to a broad customer base across key semiconductor regions [4] Financial Projections - Revenue forecasts for the company from 2025 to 2027 are projected at 450 million, 800 million, and 1.32 billion yuan, representing year-on-year growth rates of 47.2%, 78.5%, and 65.3% respectively. Net profit is expected to reach 100 million, 260 million, and 440 million yuan, with growth rates of 152.9%, 152.8%, and 68.4% respectively [12][14] - The estimated P/E ratios based on the closing price as of January 6, 2026, are 120.9, 47.8, and 28.4 for the years 2025, 2026, and 2027 respectively [12]

转自：证券时报 人民财讯1月6日电，企查查APP显示，近日，森士浙宏（杭州）新能源有限公司成立，法定代表人为陶 建，经营范围包含：集成电路设计；电池零配件销售；电池销售；半导体器件专用设备销售；电子专用 材料研发等。企查查股权穿透显示，该公司由森特股份全资持股。 ...

企查查APP显示，近日，寒武纪（西安）集成电路有限公司发生工商变更，注册资本由1亿元增至1.8亿 元，增幅80%。企查查显示，该公司成立于2020年1月，法定代表人为王在，由寒武纪（688256）全资 持股。 （原标题：寒武纪旗下西安集成电路公司增资至1.8亿，增幅达80%） ...

Core Viewpoint - The Yangtze River Economic Belt has achieved significant progress in ecological protection and green development over the past decade, emphasizing the integration of economic growth with environmental sustainability [1][2]. Group 1: Development Progress - The concept of "coordinated major protection, not major development" has been firmly established in the Yangtze River Economic Belt, leading to a more pronounced ecological foundation [2]. - Technological and industrial innovations have accelerated in the region, with significant achievements such as the "artificial sun" and targeted cancer drugs, showcasing the emergence of competitive innovative enterprises [2]. - The region has seen the establishment of world-class industrial clusters in automotive manufacturing and electronic information, enhancing its economic resilience and dynamism [2]. Group 2: Infrastructure and Transportation - The Yangtze River's shipping is a crucial component of the comprehensive transportation system, with ongoing efforts to modernize and enhance its capacity [4]. - Key projects include the expansion of major shipping channels and the implementation of green and smart transformation initiatives, such as the construction of pollution management facilities and the promotion of green vessels [4]. - The high-grade waterway mileage has reached 11,500 kilometers, significantly improving the navigational capacity for large vessels [4]. Group 3: Green and Low-Carbon Transition - The Yangtze River Economic Belt is a vital area for industrial aggregation, with a focus on promoting green and low-carbon transitions in industries [5][6]. - The establishment of innovation platforms and the development of key technologies in various fields have been prioritized to foster new growth drivers [5]. - Traditional industries are undergoing green transformations, with pilot cities and parks being developed to achieve carbon peak and zero-carbon goals [6].

1月6日，三美股份盘中上涨2.05%，截至11:25，报60.14元/股，成交3.53亿元，换手率0.98%，总市值 367.14亿元。 资金流向方面，主力资金净流出2764.68万元，特大单买入2614.34万元，占比7.41%，卖出7832.83万 元，占比22.19%；大单买入9862.99万元，占比27.94%，卖出7409.18万元，占比20.99%。 分红方面，三美股份A股上市后累计派现11.22亿元。近三年，累计派现7.55亿元。 机构持仓方面，截止2025年9月30日，三美股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股822.22万股，相比上期增加335.58万股。鹏华中证细分化工产业主题ETF联接A（014942） 位居第八大流通股东，持股368.96万股，为新进股东。南方中证500ETF（510500）位居第九大流通股 东，持股354.82万股，为新进股东。 责任编辑：小浪快报 三美股份今年以来股价跌0.96%，近5个交易日涨0.23%，近20日涨10.63%，近60日跌1.96%。 资料显示，浙江三美化工股份有限公司位于浙江省武义县青年路218号，成立日期2001年5 ...

人民财讯1月6日电，广东金融监管局发布《关于支持我省保险业高质量发展助力广东在中国式现代化建 设中走在前列的指导意见》，其中提出，培育耐心资本，推动资金、资本、资产良性循环。推动保险公 司在粤设立私募证券投资基金，开展保险资金长期投资改革试点。发挥保险资金周期长、稳定性高优 势，加大对广东集成电路、人工智能、低空经济、生物医药等领域投资力度，推动技术创新和产业结构 优化。支持保险公司在粤设立再保险公司或再保险运营中心，加快提升广东再保险服务能力。 ...