一、【早盘盘面回顾】 智通财经9月23日讯，市场早盘震荡走弱，盘中集体翻绿，全市场超4900只个股下跌。沪深两市半日成 交额1.7万亿，较上个交易日放量3539亿。从板块来看，银行股集体上涨，南京银行一度涨超5%。半导 体产业链延续强势，长川科技20cm涨停，立昂微涨停，华软科技3连板。港口航运板块逆势活跃，南京 港、宁波海运双双涨停。下跌方面，旅游股集体大跌，云南旅游跌停。截至收盘，沪指跌1.23%，深成 指跌1.84%，创业板指跌1.75%。 个股来看，今日早盘涨停数量为37家（不包括ST及未开板新股），封板率为76%，连板股数量为14家， 杭电股份6连板，福龙马、天普股份4连板，华软科技、贵广网络3连板，大洋电机、和而泰、蓝丰生 化、盈趣科技、永鼎股份、联美控股、大众公用、浙江仙通、超讯通信2连板。 板块上，银行股集体走强，南京银行、厦门银行、农业银行、建设银行涨超3%，工商银行、齐鲁银 行、苏州银行跟涨。 | 银行 +1.25% + 自选 | | | | --- | --- | --- | | 股票池 | 产业链 | 未上市公司 | | 简称 领涨次数 4 流通市值 4 | | 现价 4 涨跌幅↓ | ...

【导读】发生了什么？A股跳水，国有四大行股价猛拉 中国基金报记者张舟 9月23日上午，A股三大股指集体回调，上证指数失守3800点。截至午间收盘，沪指跌1.23%，深证成指跌1.84%，创业板指跌1.75%。 沪深两市半日成交额近1.7万亿元，较上个交易日放量3539亿元。个股跌多涨少，市场共471只个股上涨，42只个股涨停，4934只个股下跌。 从板块看，餐饮旅游、互联网、电脑硬件、教育、生物科技、房地产等板块领跌市场，光模块(CPO）、CRO、服务器、稀土、PEEK材料等概念板块跌超 4%；而银行板块可谓"一枝独秀"，国有四大行盘中直线拉升，半导体设备、保险板块亦上涨。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 央企银行 | 银行 | 未营体硅片 | 未营体设备 | 央企煤炭 | 银行 | 保险 | 港口 | 电力 | 陆路运输 | | 2.22% | 1.44% | 0.67% | 0.31% | 0.20% | 1.66% | 0 ...

在培育壮大新兴和未来产业方面，李乐成表示，要实施培育新兴产业打造新动能行动，统筹技术创新、规模化发展和应用场景建设，加快打 造一批新兴支柱产业；建立未来产业投入增长机制，加强前沿技术研发和应用推广， 开辟人形机器人、脑机接口、元宇宙、量子信息等新 赛道，创建一批未来产业先导区。 工业和信息化部部长李乐成9月23日在第25届中国国际工业博览会开幕式上致辞表示，"十五五"时期，工业和信息化部将牢牢锚定实现新型工业化这 个关键任务，以推动高质量发展为主题，以发展新质生产力为重点，以推动科技创新和产业创新深度融合为关键路径，以改革创新为根本动力，加 快建设以先进制造业为骨干的现代化产业体系，不断筑牢中国式现代化的物质技术基础。 ...

Market Overview - A-shares experienced a decline with all three major indices dropping over 1% by midday on September 23, 2023, with over 4900 stocks falling [1] - The Shanghai Composite Index closed at 3781.61 points, down 1.23%, with a trading volume of 722.4 billion yuan; the Shenzhen Component Index closed at 12916.41 points, down 1.84%, with a trading volume of 974.2 billion yuan; the ChiNext Index closed at 3053.48 points, down 1.75%, with a trading volume of 457 billion yuan [1] Sector Performance - Banking stocks collectively rose, with notable increases in Nanjing Bank, Xiamen Bank, China Construction Bank, and Agricultural Bank of China, each gaining over 3% [1] - The port and shipping sector showed resilience, with Nanjing Port and Ningbo Maritime both hitting the daily limit [1] - The semiconductor industry continued its strong performance, with stocks like Changchuan Technology and Lianang Micro reaching the daily limit, and Huasoft Technology achieving three consecutive trading limits [1] - Conversely, tourism stocks faced significant declines, with Yunnan Tourism hitting the daily limit down, and software stocks mostly fell, with Wangda Software also hitting the daily limit down [1][2] Institutional Insights - Huatai Securities recommends the e-commerce and express delivery sectors, noting that despite August being a traditional off-season, the industry is experiencing increased activity due to anti-involution trends, with expectations for continued price increases through the end of the year [3] - Everbright Securities highlights a recovery in the domestic excavator market, with significant policy support expected to sustain mid-term demand for construction machinery [3] - Galaxy Securities remains optimistic about the computing power sector, particularly in PCB, domestic computing power, IP licensing, and chip inductors, anticipating a recovery in the foldable screen market by 2026 [4] Policy Developments - The Ministry of Industry and Information Technology announced plans to explore new sectors such as humanoid robots, brain-computer interfaces, the metaverse, and quantum information during the 14th Five-Year Plan period, aiming to establish a modern industrial system [5] Telecommunications Sector - The telecommunications industry reported a cumulative revenue of 118.21 billion yuan for the first eight months of 2023, reflecting a year-on-year growth of 0.8%, with a total business volume growth of 8.8% when adjusted for last year's prices [6] Investment Trends - The KraneShares CSI China Internet ETF (KWEB) has seen inflows for six consecutive weeks, marking the longest streak since February, with a total inflow of $599 million over this period [7]

每经AI快讯，工业和信息化部部长李乐成9月23日在第25届中国国际工业博览会开幕式上致辞表示，"十 五五"时期，工业和信息化部将牢牢锚定实现新型工业化这个关键任务，以推动高质量发展为主题，以 发展新质生产力为重点，以推动科技创新和产业创新深度融合为关键路径，以改革创新为根本动力，加 快建设以先进制造业为骨干的现代化产业体系，不断筑牢中国式现代化的物质技术基础。在培育壮大新 兴和未来产业方面，李乐成表示，要实施培育新兴产业打造新动能行动，统筹技术创新、规模化发展和 应用场景建设，加快打造一批新兴支柱产业；建立未来产业投入增长机制，加强前沿技术研发和应用推 广，开辟人形机器人、脑机接口、元宇宙、量子信息等新赛道，创建一批未来产业先导区。 ...

Core Views - The article highlights the historical and cultural ties between China and South Korea, emphasizing the importance of cooperation and mutual respect in the context of their shared history and future collaboration [1][2][6]. Historical Context - The visit to the Ahn Jung-geun Memorial Hall underscores the shared historical memory of resistance against Japanese colonial rule, marking significant events that shaped the relationship between the two nations [2]. - The year 2023 marks the 80th anniversary of both the liberation of the Korean Peninsula and the victory of the Chinese people in the War of Resistance against Japan, prompting reflections on the importance of safeguarding peace [2]. Economic Cooperation - In 2024, the bilateral trade volume between China and South Korea is projected to reach $328.08 billion, reflecting a growth of 5.6%, with China being South Korea's largest trading partner for 21 consecutive years [4]. - The South Korean government emphasizes the need for enhanced cooperation, particularly in youth exchanges and industrial collaboration, to strengthen bilateral relations [4][5]. Future Collaboration - The upcoming APEC meetings in 2025 and 2026 present opportunities for deepening cooperation between China and South Korea, focusing on topics such as artificial intelligence and free trade [7]. - The establishment of the China-Japan-South Korea Cooperation Secretariat in 2011 has facilitated multi-level cooperation among the three countries, enhancing their collaborative efforts [7].

Core Insights - The HICOOL 2025 Global Entrepreneurship Competition showcased top entrepreneurial projects from various cutting-edge fields, including artificial intelligence, new energy, biomedicine, quantum information, and high-end equipment [1][3]. Group 1: Competition Overview - The competition attracted a total of 10,055 entrepreneurial projects and 13,150 entrepreneurs globally, culminating in 155 high-level matches [3]. - A total of 200 award-winning projects were announced, including 12 first prizes and 36 second prizes [1][3]. Group 2: Project Characteristics - The final 48 projects highlighted significant features of "high precision, internationalization, and strong capital," with nearly 40% of the projects in the hard technology sectors of medical health/medical devices, artificial intelligence/robotics, and key new materials/new energy/environmental protection [5]. - Approximately one-third of the participating talents in the finals graduated from QS global top 50 universities, indicating the competition's strong appeal for top intellectual resources [5]. Group 3: Market and Investment Potential - Over 97% of the projects have received financing, with 14 projects securing over 100 million RMB, and the highest financing amount reaching 800 million RMB, showcasing their technological leadership and high commercial value [5]. - The competition is expected to generate hundreds of financing opportunities and potentially produce a number of "unicorn" companies [7]. Group 4: Future Events - A project negotiation and matchmaking event was held concurrently with the finals to facilitate resource connections and collaborations among outstanding entrepreneurial projects, investment institutions, industry experts, and government representatives [7]. - The HICOOL 2025 Global Entrepreneurs Summit is scheduled for October, where award-winning projects will be showcased through presentations and discussions, promoting global innovation [7].

Group 1 - As of the end of July 2023, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every township" [1] - The Ministry of Industry and Information Technology (MIIT) emphasizes four upgrades in the new information infrastructure: comprehensive coverage and leading performance, integration of computing and networking, resource sharing and green energy, and urban-rural integration [1] - The MIIT is focusing on strengthening core technologies, enhancing the resilience and security of the industrial chain, and achieving breakthroughs in key technology areas [1] Group 2 - Emerging fields such as artificial intelligence and satellite internet are accelerating their development, with significant advancements in open-source models and vertical domain models [2] - Major Chinese telecom companies, including China Mobile, China Telecom, and China Unicom, rank 1st, 7th, and 8th respectively among global operators, while several device manufacturers like Huawei have become global leaders [2] - The information and communication industry is characterized by high R&D investment, advanced technology, and strong innovation, playing a crucial role in supporting new industrialization and the integration of the real economy with the digital economy [2] Group 3 - The MIIT will continue to promote network construction and upgrades, enhance the coverage of 5G and gigabit optical networks, and accelerate the deployment of 5G-A and 10G optical networks [3] - The MIIT aims to implement large-scale applications of 5G through various action plans, promoting collaboration between the information and communication industry and artificial intelligence [3] - The MIIT is also focused on technological innovation, accelerating the deployment of 5G-A products, and advancing the research and development of 6G technology [3]

Group 1 - As of July 2023, China has built 4.598 million 5G base stations and over 30.53 million gigabit network capability ports, achieving "gigabit access in every county and 5G access in every township" [1] - The Ministry of Industry and Information Technology (MIIT) emphasizes four upgrades in the new information infrastructure: comprehensive coverage and leading performance, integration of computing and networking, resource sharing and green energy efficiency, and urban-rural integration [1] - The MIIT is focusing on strengthening core technologies, enhancing industrial chain resilience and security, and achieving breakthroughs in key technology areas, with significant progress in the 5G industry chain [1] Group 2 - Emerging fields such as artificial intelligence and satellite internet are accelerating, with rapid development of open-source models like DeepSeek and the establishment of satellite constellations [2] - Major Chinese telecom companies, including China Mobile, China Telecom, and China Unicom, rank 1st, 7th, and 8th globally among operators, while several device manufacturers like Huawei have become global leaders [2] - The information and communication industry is characterized by high R&D investment, advanced technology, and strong innovation, playing a crucial role in supporting new industrialization and the integration of the real economy with the digital economy [2] Group 3 - The MIIT will continue to promote network construction and upgrades, enhance 5G and gigabit optical network coverage, and accelerate the deployment of 5G-A and ten-gigabit optical networks [3] - The MIIT aims to implement large-scale 5G applications and promote collaboration between the information communication industry and artificial intelligence [3] - The MIIT is also focused on technological innovation, pushing for the deployment of 5G-A products and advancing 6G technology research [3]

Core Insights - Chinese scientists have successfully observed a new type of "thermal" topological edge state on a 125-bit superconducting quantum chip, paving a new path for protecting fragile quantum information [1][4] - The research was published in the latest issue of Nature and involved collaboration between Tsinghua University and Zhejiang University [1] Group 1: Research Findings - The study focuses on symmetry-protected topological edge states, which are novel states of matter in condensed matter physics, known for their resistance to specific symmetry disturbances and potential in quantum information [4] - The research team conducted quantum simulation experiments using the "Tianmu 2" superconducting quantum chip, which features flexible programmability and high-precision synchronous quantum logic operations [4] - The team successfully observed topological edge states that are unaffected by thermal excitations during approximately 270 layers of quantum circuit evolution, and they investigated the dynamics of thermal excitations in a preheated state [4] Group 2: Methodology and Implications - The research established a feasible digital quantum simulation method based on high-precision control of the 100-bit superconducting quantum chip, providing new experimental means to explore topological materials at finite temperatures [4] - The team also utilized robust topological edge states to encode and prepare logical Bell states, effectively validating their robustness against thermal excitations [4]