证券日报网讯三维天地10月21日在互动平台回答投资者提问时表示，公司检验检测管理平台服务的半导 体客户中，暂无ALD或ALE设备厂家。原子级制造作为具有技术挑战性、产业创新性、国际战略性和经 济带动性的未来产业，当前处于从理论创新与关键技术突破向产业化迈进的关键阶段，公司将与其相关 的前沿技术发展与国家基础战略保持密切关注，相应升级迭代主营业务产品，以更好的服务相关领域的 客户。 （文章来源：证券日报） ...

格隆汇10月21日丨三维天地(301159.SZ)在互动平台表示，公司检验检测管理平台服务的半导体客户 中，暂无ALD或ALE设备厂家。原子级制造作为具有技术挑战性、产业创新性、国际战略性和经济带动 性的未来产业，当前处于从理论创新与关键技术突破向产业化迈进的关键阶段，公司将与其相关的前沿 技术发展与国家基础战略保持密切关注，相应升级迭代主营业务产品，以更好的服务相关领域的客户。 ...

Core Insights - The article discusses the emergence of atomic-level manufacturing technology as a revolutionary advancement in chip production, enabling precise control over atomic arrangements, which significantly enhances chip performance and reduces size and power consumption [1][2]. Group 1: Atomic-Level Manufacturing Overview - Atomic-level manufacturing is recognized as the future direction of manufacturing, achieving unprecedented precision and miniaturization, and is considered the "ultimate form" of manufacturing technology [2]. - The core goal of atomic-level manufacturing is to manipulate materials at the atomic level, allowing for the creation of customized materials with specific atomic arrangements [2]. - This technology fundamentally shifts the manufacturing paradigm from traditional material and structure-based performance to a model where atomic control directly determines product performance [3]. Group 2: Key Technologies in Atomic-Level Manufacturing - Atomic Layer Deposition (ALD) is a critical technology in atomic-level manufacturing, known for its high control over film thickness and uniformity, making it essential in advanced semiconductor processes [4]. - Atomic Layer Etching (ALE) is another vital technology that allows for high-precision material removal at the atomic level, ensuring accuracy in chip manufacturing [5]. - The article compares ALE with traditional etching techniques, highlighting ALE's superior precision and lower risk of substrate damage [6]. Group 3: Policy Support and Industry Development - The Chinese government is increasingly supporting atomic-level manufacturing through various policies, recognizing its strategic importance and potential for innovation [8][10]. - Significant initiatives include the establishment of research centers and innovation alliances aimed at fostering collaboration between academia and industry [9][11]. - The government has outlined plans to integrate atomic-level manufacturing into national action plans, emphasizing its role in enhancing the competitiveness of China's manufacturing sector [10]. Group 4: Industry Challenges and Opportunities - Domestic companies are actively entering the atomic-level manufacturing space, with some achieving breakthroughs in core technologies and applications [11]. - Despite progress, challenges remain, including the need for advancements in design software, self-assembly processes, and in-situ detection technologies [11]. - The industry is urged to establish comprehensive standards covering materials, equipment, and products to facilitate further development [11].

我市高度重视低空经济的引导和布局，浦口区作为全国首批、全省唯一的民用无人驾驶航空试验区 核心区，是南京低空经济发展的"主力军"。 浦口高新区围绕"一体推进'四大行动'、聚力建设产业强区"要求，推动主导产业加快突破，在南京 浦口低空经济产业园暨重点项目签约活动、南京低空经济发展工作推进大会等重点活动中，一批引领 性、牵引性、高能级项目集中签约。今年以来，园区新签约项目42个。 近日，南京天晴航空航天科技有限公司（以下简称"南京天晴"）的无人机研制基地项目落户浦口高 新区。该公司的入驻为园区低空经济产业腾飞按下"加速键"。 作为核心承载区的浦口高新区，目前已汇聚50余家涵盖研发制造、运营服务、数据应用等全链条 环节的重点企业，是全市低空经济企业集聚度最高的区域。园区以"一中心、两平台、多空域"为架构系 统推进产业生态建设，已初步形成覆盖技术研发、生产制造、运营保障的低空经济全产业链体系，构建 全域多场景协同联动的低空经济发展新格局，一座充满活力的"天空之城"正加速崛起。 头雁领航，落地优质项目 秋日的午后，在浦口高新区，南京天晴的工作人员正在新办公场地紧锣密鼓地进行研发工作。落地 浦口后，企业信心满、干劲足，有更 ...

1、行情 国庆长假前的最后一天，市场果然如预期般那么的平淡。 题材方面，sora AI视频开盘走强，网达软件、当虹科技（20CM）先后涨停，易点天下涨超13%，万兴科技、华策影视、虹软科技等跟涨； 存储板块继续高举高打，中电鑫龙、深科技、德明利、江波龙（20CM）先后涨停，恒烁股份、聚辰股份、普冉股份等涨超10%，佰维存储、香 农芯创、兆易创新等集体大涨； 有色金属携手大涨，盛屯矿业、江西铜业、精艺股份、锡业股份、华锡有色等纷纷涨停，华友钴业、云南铜业、豫光金铅、洛阳钼业等集体大 涨； 今天开盘，中证报提到的两个股票国林科技（20CM）、德尔未来均大幅高开，开盘回落震荡后不久，又双双拉板涨停； 此外，固态电池、新能源整车、半导体、核聚变、超导等均有局部强势表现，"老登股"跌幅居前。 截至收盘，沪指、深成指分别收涨0.52%、0.35%，创业板收平，市场整体涨跌互半。 话说今天这沪指还是差点意思啊，年内新高也就差一丢丢，原本还以为午后拉一波创新高后可以国庆期间继续吹牛市呢！ 对于国庆节不少人都在讨论，到底要持股还是持币。 呵，我持一颗红心欢庆国庆！ 祝大家国庆快乐~ 2、原子级制造 昨晚中证报表示十五五规划即将 ...

Market Overview - Technology stocks supported the three major US stock indices, which rose for two consecutive days to a one-week high, with Nvidia up over 2% and Micron up over 4% [1] - The US Treasury bonds saw a rise, with the ten-year yield declining for the first time in four days [1] - Bitcoin surged nearly $4,000, surpassing the $114,000 mark, while Ethereum rebounded over 4% [1] - Crude oil prices fell over 3%, marking the largest drop in three months, with WTI down over 4% [1] - Gold prices hit a historical high, with spot gold rising nearly 2% to break the $3,800 mark for the first time [1] Key News - The Central Committee of the Communist Party of China held a meeting to discuss documents to be submitted for review at the 20th Central Committee's Fourth Plenary Session [11] - The National Development and Reform Commission announced a new policy financial tool with a total scale of 500 billion yuan, aimed at supporting private enterprises' deep participation in the "Artificial Intelligence +" initiative [11][12] Company News - Facing competition from the iPhone 17, analyst Guo Mingqi lowered the shipment target for Xiaomi 17 by 20% [17] - Anthropic launched Claude Sonnet 4.5, claiming it to be the "best coding model globally" [17][23] - OpenAI plans to launch Sora 2, an independent app that defaults to using copyrighted content, which has sparked controversy [17] Industry Insights - The A-share market is experiencing a bull market characterized by high volume, moderate enthusiasm, and distinct structural features, with no clear bubble signals [18] - The semiconductor industry is seeing significant developments, with Shenzhen's new semiconductor company attracting external investors [15] - The education sector is undergoing transformation due to digital technology and AI, with a focus on enhancing digital education services [24]

Education Sector - The National Smart Education Platform is advancing its application pilot work, emphasizing the role of digital technology, especially AI, in reshaping knowledge structures and educational methods [1] - The Chinese smart education market is projected to exceed 900 billion yuan by 2025, with a compound annual growth rate of 21% [1] - The Ministry of Education aims for 90% coverage of smart campuses in primary and secondary schools by 2025, indicating a shift from "tool empowerment" to "ecological reconstruction" in education [1] Superconducting Industry - A new world record of 35.1 Tesla for steady-state magnetic fields has been achieved by a collaborative effort led by the Chinese Academy of Sciences [2] - This breakthrough in superconducting technology is expected to enhance the domestic high-temperature superconducting materials industry and support applications in various fields such as MRI, aerospace, and efficient power transmission [2] - The global superconducting materials market is anticipated to exceed $25 billion by 2030, with significant growth expected in China's market share [2] Atomic-Level Manufacturing - The Central Political Bureau is discussing the inclusion of atomic-level manufacturing in the 14th Five-Year Plan, highlighting its strategic importance [3] - The focus will be on high-end manufacturing needs, including integrated circuits and aerospace, to enhance core materials and components [3] Macro and Industry News - The Central Political Bureau is formulating the 15th Five-Year Plan for economic and social development [4] - The National Development and Reform Commission is supporting the development of domestic computing power and models [4] - The Ministry of Industry and Information Technology aims for an average annual revenue growth of 3.5% in the machinery industry from 2025 to 2026 [4]

Core Points - The 25th China International Industry Fair (CIIF) will be held from September 23 to 27 at the National Exhibition and Convention Center in Shanghai, with a theme of "Industrial New Quality, Intelligent Manufacturing Without Boundaries" and an exhibition area of 300,000 square meters, expected to set historical records in scale and international participation [1][3] Group 1: Exhibition Highlights - The fair will showcase high-end, intelligent, and green technologies, serving as a core display window for industrial achievements during the 14th Five-Year Plan period [3] - Key exhibits include the C919 large passenger aircraft and the domestically produced cruise ship "Aida·Magic City," along with 1,500 projects aimed at enhancing industrial capabilities and 80 advanced manufacturing clusters from various countries [3] - Innovations in AI and manufacturing will be highlighted, such as a machine tool achieving the world's first "zero human experience" for autonomous processing paths and a domestic oral surgery robot utilizing AI for safer procedures [3] Group 2: International Participation - The event will attract nearly 3,000 exhibitors from 28 countries and regions, with international exhibitor space reaching new heights [4] - The Saudi exhibition group will present achievements related to industrial transformation and smart manufacturing as part of Saudi Arabia's Vision 2030 [4] - The fair will focus on cutting-edge fields such as superconductors, atomic-level manufacturing, brain-computer interfaces, and quantum technology, showcasing future industry results [4] Group 3: Special Exhibitions and Events - The exhibition will feature a framework of "1+3+9+10," including one high-profile opening ceremony, three major special exhibitions, nine industry-themed exhibitions, and ten key industry summits [4] - The "National New Industrialization and '14th Five-Year' Major Industrial Achievements Exhibition" will cover approximately 2,000 square meters, divided into three main areas: achievements, advanced manufacturing clusters, and industrial innovation [4][5] Group 4: Product Launches - The fair will see the debut of nearly 300 global firsts and around 200 China firsts, including advanced robotics and industrial control technologies [7] - Notable exhibits include ABB's compact collaborative robot PoWa, which boasts an industrial-grade speed of 5.8 meters per second, and a heavy-duty robot with a 5,000-kilogram load capacity from domestic company ChaiFu [7] Group 5: Visitor Engagement - The fair has received appointment requests from professional buyers from 102 countries and regions, with overseas visitor numbers doubling compared to the previous year, marking a historical high [8] - A "China Manufacturing Experience Day" will be introduced, inviting international representatives for interactive discussions on various themes [8]

Group 1 - The 25th China International Industry Fair (CIIF) will be held from September 23 to 27 at the National Exhibition and Convention Center in Shanghai, with a theme of "Industrial New Quality, Intelligent Manufacturing Without Boundaries" and an exhibition area of 300,000 square meters, expected to set historical records in scale and international exhibitor participation [1][2] - The fair will showcase high-end, intelligent, and green industrial achievements, including significant national projects like the C919 large passenger aircraft and the domestically produced cruise ship "Aida·Magic City" [4][5] - The event will feature nearly 3,000 participating enterprises from 28 countries and regions, with a record high international exhibitor area, including a Saudi delegation showcasing achievements related to the Saudi Vision 2030 [5][6] Group 2 - CIIF will focus on cutting-edge fields such as superconductors, atomic-level manufacturing, brain-computer interfaces, and quantum technology, presenting future industry achievements like second-generation high-temperature superconducting tapes and quantum encryption networks [6] - The exhibition will introduce a new framework of "1+3+9+10," which includes one high-profile opening ceremony, three major special exhibitions, nine industry-themed exhibitions, and ten key industry summits [6] - Hundreds of new products will debut at the fair, with nearly 300 global premieres and around 200 China premieres, featuring leading companies in industrial control technology, metal sheet processing, and industrial robotics [8][9]

Core Viewpoint - The chairman of Tuojing Technology, Lv Guangquan, emphasizes that the innovation path of integrated circuits needs to shift from planar to three-dimensional to overcome storage wall and I/O bandwidth limitations [1] Group 1: Innovation Path - Integrated circuit innovation should transition from planar to three-dimensional structures to address existing limitations [1] - Key technologies include atomic-level manufacturing (ALD/ALE), device density enhancement, bonding technology, and advanced packaging [1] Group 2: Technical Advancements - Three-dimensional integration can increase I/O bandwidth by over a thousand times [1] - Important directions for development include HBM structures and backside power supply technology [1]