业务板块新布局上，邦彦技术表示，公司已经形成包括融合通信事业部、信息安全事业部、云PC产品 线、AI Agent产品线的"2+1+1"业务板块布局。其中，融合通信事业部将整合原军工业务的舰船通信事 业部、融合通信事业部和信息安全事业部，由子公司北京特立信经营，主要面向军工领域提供信息通信 及信息安全的整体解决方案。 1月9日晚间，邦彦技术(688132)公告，广东省工业和信息化厅公示了2025年省级制造业单项冠军企业名 单，邦彦技术凭借其"船舰及融合指挥调度通信产品"成功入选。邦彦技术表示，这一荣誉不仅是对该公 司长期专注细分领域、持续创新能力的官方认可，也标志着其在相关产业领域的领先地位与核心竞争力 获得高度肯定。 同时，邦彦技术正加速智能化转型。邦彦技术表示，公司的业务逐渐从信息化向智能化转变，基于用户 需求叠加AI技术提供智能化的解决方案，形成"AI+网络通信""AI+智能指挥"等服务。另外，邦彦技术 加速推动产品与技术的国产自主可控，公司依托扎实的科研储备形成的技术和能力，面向民用领域行业 专网提供安全可信、自主可控的解决方案。 根据广东省相关政策，省级制造业单项冠军企业需长期专注于制造业特定细分领域 ...

证券日报网讯1月6日，同有科技（300302）在互动平台回答投资者提问时表示，公司聚焦国产自主可控 存储研发，并高度关注产业动态和AI技术发展趋势。 ...

Group 1: Overview of Major Companies in Wet Electronic Chemicals - BASF is a leading supplier in the industry with the highest global market share, offering a range of wet electronic chemicals including inorganic high-purity reagents and functional formulation liquids [2] - DuPont, following its split in 2019, continues to excel in organic silicon-based electronic chemicals and plans to spin off its electronic materials business by 2025 [2] - Honeywell specializes in high-purity inorganic chemicals and has significant production capabilities in ultra-pure acids and organic solvents [2] - Entegris, after acquiring Cabot Microelectronics, offers a wide range of high-purity chemicals for semiconductor applications [2] - Avantor is a major supplier of ultra-pure reagents and electronic-grade solvents, focusing on high-purity chemicals for the electronics industry [2] Group 2: Japanese Companies in Wet Electronic Chemicals - Sumitomo Chemical is a core supplier of ultra-pure chemicals for semiconductors and displays, with significant advantages in large wafer manufacturing applications [5] - Kanto Chemical holds a significant market share in ultra-pure acid and functional chemical production for semiconductor applications [5] - Shin-Etsu Chemical is a major producer of photoresists and associated wet electronic chemicals for the semiconductor industry [5] - Mitsubishi Chemical produces a variety of high-purity acids and cleaning agents for microelectronics processing [5] Group 3: South Korean Companies in Wet Electronic Chemicals - Dongwoo Fine-Chem, a subsidiary of Sumitomo Chemical, is a pioneer in developing high-purity chemicals for semiconductor and TFT-LCD manufacturing [8] - Dongjin Semichem has a strong presence in the wet electronic chemicals market for new display technologies, holding a monopoly in certain functional chemicals [8] - Soul-brain is recognized as a leading supplier of high-purity hydrofluoric acid in South Korea [8] Group 4: Taiwanese Companies in Wet Electronic Chemicals - Dongying Chemical Co., Ltd. focuses on producing stripping and developing liquids for semiconductors and TFT-LCD applications [9] - Kuan-Tung Hsin-Lin Technology Co., Ltd. has achieved top-tier quality in hydrogen peroxide production, alongside other electronic-grade chemicals [9] - Chang Chun Chemical Co., Ltd. is a major supplier of electronic-grade sulfuric acid and other chemicals for the semiconductor industry [9] Group 5: Chinese Mainland Companies in Wet Electronic Chemicals - Anji Microelectronics Technology Co., Ltd. projects a revenue of 1.545 billion yuan from CMP polishing liquids in 2024, with a production capacity of 33,100 tons [10] - Hubei Xingfu Electronic Materials Co., Ltd. is the market leader in electronic-grade phosphoric acid, with a projected revenue of 1.02 billion yuan in 2024 [10] - Jiangyin Jianghua Microelectronics Materials Co., Ltd. is one of the few companies capable of supplying electronic-grade hydrofluoric acid for 12-inch advanced processes [10]

在新型电力系统加快推进的背景下，变电站通信网络正承载越来越多的实时与关键业务。电力行业对网络设备 不仅提出了确定性时延和高可靠性的要求，也对设备的自主可控和安全可信能力提出了更高标准。TSN交换机 FR-TSN3000 与 FR-TSN6000 以"国产化 + TSN"为核心设计方向，面向 GOOSE、SV 等关键业务场景，提升电 力二次系统通信的可预测性与稳定性。 在应用功能方面，FR-TSN3000 与 FR-TSN6000 遵循 DL/T 860（IEC 61850）建模与通信体系，支持对变电站设 备的统一建模与管理；可对 GOOSE、SV 等关键报文实现精细化控制，并支持 GSD 配置文件导入，提升工程 配置效率和部署质量，更好地支撑智能变电站的建设与运维。 在国产化与合规性方面，两款产品整机采用全国产元器件方案，从硬件层面保障信息安全与供应链稳定。同 时，产品全面满足最新发布的《DL/T 1241-2024 电力工业以太网交换机技术规范》，并通过《通信设备安全可 控能力评估标准（2024 V2版）》相关测试，具备面向电力核心系统应用的合规基础。 业内人士认为，TSN交换机FR-TSN3000 与 F ...

（文章来源：证券日报） 证券日报网讯 12月26日，七一二在互动平台回答投资者提问时表示，方州科技的基础仿真平台软件通 过了国产自主可控认证。军用仿真行业应用领域随着军事智能化需求提升，持续拓展和深化，方州科技 具有可持续性经营能力。七一二在信道模拟、波形体制、嵌入式训练系统和网信体系的数字平行等领域 拥有技术储备，叠加方州科技"体系+信号+联合"多层级融合仿真技术架构将使七一二在通信领域的优 势与方州科技在仿真系统的优势有效结合，形成具备较强竞争力的产品和综合解决方案。 ...

据悉，本次战略合作签约，将进一步实现三家企业的优势互补，持续探索技术创新与模式突破，构建起 从底层硬件到上层应用的国产自主可控产业闭环。 北京商报讯(记者陶凤王天逸)12月20日，壁仞科技宣布，公司近期与阶跃星辰、上海仪电智算服务正式 签署战略合作协议。 ...

12月18日，深交所官网显示，深圳大普微电子股份有限公司（以下简称：大普微）创业板IPO项目将于12月25日上会。 大普微于2025年6月27日申报创业板IPO，保荐机构为国泰海通，是创业板历史上首家获受理的未盈利IPO企业。 1、主营业务 大普微主要从事数据中心企业级SSD产品的研发和销售，是业内领先、国内极少数具备企业级 SSD"主控芯片+固件算法+模组"全栈自研能力并实现批量出 货的半导体存储产品提供商。 大普微专注数据中心企业级SSD，产品代际覆盖PCIe 3.0到5.0，充分满足各类型客户的产品需求。报告期内，公司企业级SSD累计出货量达4,900PB以上， 其中搭载自研主控芯片的出货比例达75%以上。根据IDC数据，最近三年国内企业级SSD市场中公司占有率稳居市场前列，国际厂商仍占据主导地位。 大普微始终坚持技术和创新驱动，把握存储技术发展趋势，先发推出具有国际竞争力的产品及方案。公司PCIe SSD系列产品具备出色的读写速度、耐用 性、低延时以及远低于JEDEC（固态技术协会）标准的平均故障率，产品性能处于国际先进水平。同时，公司持续发力前沿存储发展方向，是全球首批量 产企业级PCIe 5.0 ...

具体板块上，他表示，成长方向看好AI、国产自主可控、消费电子端侧、互联网应用、军工卫星、高 端装备、机器人、储能、电力设备；周期方向看好反内卷基调下的光伏、生猪养殖、航空、快递、化工 等领域。在他看来，云厂商算力需求的大幅增加，有望推动国内算力芯片产业链快速发展并形成闭环， 未来国产厂商市场份额或大幅提升。云服务行业受AI需求爆发和出海需求回流，也有望迎来快速增 长。此外，先进制程的扩产、国产光刻机的突破也将进一步提升相关行业市场空间。 中证报中证网讯(记者张韵)12月18日晚间，前海开源基金投资部总监、基金经理崔宸龙在做客中国证券 报"中证点金汇"直播间时分享表示，展望2026年，看好大盘龙头价值标的投资机会。多数龙头公司2025 年涨幅远落后于中小盘和科技成长公司，从估值水平来看，龙头价值标的更具性价比。同时，伴随着反 内卷政策的发力，国内经济有望逐步回升，龙头公司或将在这一过程中受益。 ...

Group 1: Market Overview - The three major indices opened lower, with the Shanghai Composite Index down 0.17%, the Shenzhen Component down 0.21%, and the ChiNext Index down 0.24% [1] - The trading volume in the Shanghai and Shenzhen markets exceeded 560 billion yuan within the first half hour, a decrease of over 70 billion yuan compared to the same time yesterday, with an expected total trading amount of over 1.7 trillion yuan for the day [1] Group 2: Industry Insights - The communication sector significantly outperformed the market, with a year-to-date increase of 64.67% as of November 27, ranking second among 31 sub-sectors in the Shenwan industry classification [1] - The driving factors for the communication sector's performance include the commercialization of AI by overseas companies, which has positively impacted the stock prices of key players in optical modules [1] - The communication industry's TTM PE ratio ranks 16th among all industries, indicating it remains undervalued within the TMT sector [1] - The outlook for the communication industry is optimistic, with expectations of accelerated performance from 1.6T shipments and IDC, liquid cooling, and IoT modules, potentially leading to a scenario where "the more it rises, the lower the valuation" by 2026 [1] Group 3: Lithium Iron Phosphate Industry - The lithium iron phosphate industry is experiencing a collective price increase, with major manufacturers raising prices by 2,000 to 3,000 yuan per ton since early December [2] - Orders for lithium iron phosphate products are reportedly booked until the first quarter of 2026, with some companies halting new orders due to tight supply conditions for high-end products [2] - The supply side is constrained, as new production capacity will take time to come online, while low-end capacity is being phased out, leading to a persistent market gap [2] - There is potential for further price increases in lithium iron phosphate through 2026, supported by cost factors, indicating a clear trend of rising processing fees in the short term [2]

Core Viewpoint - The communication industry is expected to experience a "lower valuation as prices rise" scenario by 2026, driven by accelerated shipments of 1.6T technology and the performance release of IDC, liquid cooling, and IoT modules [1][2]. Group 1: Communication Industry Outlook - The communication index has significantly outperformed the market, with a 64.67% increase as of November 27, 2025, ranking second among 31 sub-sectors in the Shenwan industry classification [2]. - The communication industry's PE-TTM (excluding negative values) stands at 24.6x, ranking 16th across all industries and still considered undervalued within the TMT sector [2]. - The focus remains on AI computing infrastructure and satellite internet opportunities, alongside domestic self-controllable and operator dividend opportunities [1][2]. Group 2: Overseas Cloud Giants and Investment Trends - Major North American cloud companies, including Microsoft, Google, Meta, and Amazon, are increasing capital expenditures, with Nvidia projecting global AI investment to reach $3 trillion to $4 trillion by the end of 2030, reflecting a CAGR of approximately 40% [3]. - Google is establishing a commercial closed-loop model with its TPU and Nvidia's GPU expected to compete in 2026, potentially enhancing high-speed network connections [3]. - The deployment of hollow-core optical fibers is anticipated to accelerate due to their low latency and loss characteristics, with liquid cooling expected to reach a turning point [3]. Group 3: Domestic Companies and Self-Sufficiency - Domestic giants like Alibaba, ByteDance, and Tencent are increasing capital expenditures despite a slowdown due to chip export controls [4]. - Alibaba plans to enhance its investment beyond the previously announced 380 billion RMB over three years, focusing on domestic AI chip procurement [4]. - The development of supernodes is expected to gain momentum, with domestic companies launching related platforms [4]. Group 4: Satellite Internet Development - 2025 is projected to be a milestone year for China's commercial space development, with significant policy support and the establishment of a commercial space administration [5]. - Domestic satellite constellations "StarNet" and "G60" are expected to accelerate satellite launch schedules, driven by increasing demand in various sectors [5]. - Opportunities in the satellite manufacturing and operation sectors are anticipated as the industry matures [5]. Group 5: Dividend Opportunities in Telecom Operators - High dividend and yield configurations are becoming increasingly valuable, supported by favorable policies and a downward trend in long-term interest rates [6]. - Telecom operators have shown stable operations with increasing dividend ratios, providing a solid foundation for dividend yields [6]. - The rapid development of new businesses such as IDC, cloud computing, and AI within telecom operators is expected to enhance their growth value and potentially elevate valuations [6].