上述机构调研的4561家公司中，包括深圳迈瑞生物医疗电子股份有限公司、浙江水晶光电科技股份有限 公司、中控技术股份有限公司等在内的650家公司获得了100家及以上机构的集中调研。其中，中控技术 股份有限公司以1348家机构的调研数量位居第一。 值得一提的是，今年前三季度，被100家及以上机构集中调研的650家公司二级市场表现普遍亮眼，共有 569家公司股价期间累计上涨，占比高达87.54%。其中，120家公司股价期间累计涨幅超过100%，胜宏 科技（惠州）股份有限公司（以下简称"胜宏科技"）、广东思泉新材料股份有限公司、成都新易盛通信 技术股份有限公司二级市场表现尤为突出，期间累计涨幅分别为581.06%、394.08%、344.84%。 数据显示，今年前三季度，A股共有4561家上市公司获得券商、险资等机构调研。 通用设备方面，"随着传统制造业的自动化、智能化升级，以及储能、光伏等新兴产业的快速发展，这 种横跨存量升级与增量扩张的需求格局，为通用设备企业业绩增长提供了可预期的支撑。"王雨婷补充 说。 （文章来源：证券日报） 据记者梳理，技术突破叠加产品放量是推动公司股价上涨的重要因素。以胜宏科技为例，一方面 ...

央视网消息：据网络平台数据，截至10月8日零时，2025年国庆档档期总票房（含预售）已突破17.41亿元。 内容创新+科技赋能 中国电影市场开启"全龄盛宴" 2025年开年至今，中国电影市场佳片不断，电影总票房节节攀升。这背后是内容创新、技术突破，以及政策与市场的同频共振。 今年国庆档影片类型丰富多元，涵盖历史战争、奇幻动作、喜剧家庭、动画等多种题材，满足了不同观众群体的观影需求。《志愿军：浴血和平》持续 领跑国庆档票房，多人结伴观影现象尤为突出。 电影题材类型的丰富，对于制作技术也提出了更高的要求。作为电影工业化发展的基石，如今，前沿技术正持续拓展电影制作的边界。《刺杀小说家 2》作为国庆档具有代表性的技术创新作品，全片使用IMAX特制拍摄，在IMAX影院将呈现比普通影院多26%的画面内容。而《震耳欲聋》则通过AI技术实 现声音设计的突破，影片30%的手语对白搭配低频音效模拟，让观众"沉浸式"感受听障群体的世界。这种技术创新与内容表达的深度融合，被观众评价 为"第一次通过银幕'听见'沉默的声音"。 电影放映系统不断升级 带来更好观影体验 如今，电影放映系统不断升级，更大的屏幕、更好的色彩效果，也为观众带来更 ...

每经记者｜孙桐桐 每经编辑｜余婷婷 不难看出，新能源自主品牌正处在集体冲高的关键阶段，业内分析认为，新能源自主品牌想要攻入传统豪华品牌的腹地，真正树立起高端品牌形象，坚持技 术研发和设计原创至关重要。 9月29日，备受关注的极氪品牌旗舰SUV极氪9X正式上市，共推出四款车型，售价45.59万元起。官方信息显示，新车上市13分钟大定突破1万辆，小定接近8 万辆。同样在9月，吉利旗下另一款9系列旗舰SUV车型银河M9也迎来上市，与极氪9X、领克900形成"9"字辈的三款高端旗舰系列。 此外，9月26日，岚图汽车在"时代风尚之夜"T台秀上，亮相了旗下三款旗舰车型——2026款岚图梦想家、岚图追光L和岚图泰山。其中，全新旗舰SUV岚图 泰山迎来首秀，岚图追光L则对标"BBA"，直指豪华轿车市场。 "技术要做就一定要做到极致" 眼下，"旗舰之战"正成为中国新能源车企角逐的焦点，各品牌竞相发力旗舰车型。除了此前上市的比亚迪仰望U7、尊界S800等，近期车圈旗舰车型又集中 亮相，覆盖多个细分市场。 "我们认为中国汽车的向上之路是要通过技术来突破的。只要坚持技术小步快跑，能够逐步稳健地把优势发挥出来，我们的品牌、中国汽车工业 ...

Core Insights - The overall market of the Beijing Stock Exchange (BSE) continued to show a fluctuating trend in September 2025, with the BSE 50 Index reaching a historical high mid-month, indicating sustained recognition of high-quality supply and expectations for institutional reforms [5][14] - The upcoming "920 code switch" for existing companies in October marks a significant step towards a unified code system, enhancing market recognition [5][14] - The market ecology is shifting from being dominated by retail investors to institutional allocation, reflecting a transition from "quantity expansion" to "quality optimization" [5][14] - Looking ahead to Q4, potential catalysts for funds include index adjustments, thematic fund issuances, and anniversary policy expectations, with a focus on "specialized, sophisticated, and new + high-end manufacturing" themes [5][14] Market Review and Valuation - As of September 29, 2025, the BSE 50 Index fell by 2.21% in September, with a maximum increase of 6.08% during the period. Year-to-date, the index has risen by 48.34% with a peak increase of 60.92% [6][15] - The average PE (TTM) for the BSE 50 Index was 76.41 times, while the median was 75.86 times. In comparison, the ChiNext Index had an average PE of 42.73 times, and the Sci-Tech Innovation Board had an average PE of 180.14 times [21][15] New Stock Dynamics - In September, three new stocks were listed on the BSE, bringing the total number of listed companies to 277. During the period from September 1 to September 29, four companies were subscribed, and three were listed [33][34] Key Company Announcements - The BSE announced that starting from October 9, 2025, existing listed companies will uniformly adopt new securities codes starting with "920," which will cover trading orders, market inquiries, and various business operations [37]

9月27日，梅赛德斯-奔驰集团股份公司董事会成员、负责大中华区业务的佟欧福出席世界新能源汽车大会并致辞。他表示，身处电动化转型中 的汽车行业需要符合市场和客户需求的多元发展模式，而梅赛德斯-奔驰将继续秉持"奔驰标准"，与中国合作伙伴一起在电动智能时代不断突破技术 边界，带来超越中国客户期待的豪华产品。 会上，凭借创新轴向磁通电机技术，梅赛德斯-奔驰获评组委会发布的"前沿技术创新突破企业"，该技术已应用在最新的梅赛德斯-AMG GT XX概念车 上。就在8月，梅赛德斯-AMG GT XX概念车一举创下25项世界记录，在8天内以几乎300公里/小时的恒速疾驰40075公里，约等于绕地球一周。作为首款搭 载源自F1®驱动科技、首款应用轴向磁通电机和电芯直接冷却技术的纯电车型，梅赛德斯-AMG GT XX概念车展现了梅赛德斯-奔驰强大的纯电驱动实力和 在电动时代突破技术极限的能力。本次大会，梅赛德斯-奔驰还展出了丰富的新能源车型阵容，覆盖不同驱动形式和细分市场。 佟欧福表示："我很荣幸代表梅赛德斯-奔驰出席大会，并与业界同仁共话多元路径与协同发展。梅赛德斯-奔驰致力于以创新科技打造最令人向往的汽 车。我们近期宣布继续 ...

Core Viewpoint - The Chinese pharmaceutical industry is experiencing a significant transformation driven by technological breakthroughs and demographic changes, leading to a shift from a reliance on license-in to license-out strategies, positioning Chinese companies as key players in the global market [2][4][11]. Group 1: Industry Trends - The Hong Kong pharmaceutical sector is witnessing a surge, with ETFs tracking the Hang Seng Biotechnology Index showing strong performance, indicating a structural change in the industry [1][3]. - Innovation drugs are becoming a major investment theme for 2025, with significant year-to-date gains in related indices, highlighting the leading role of companies like WuXi Biologics and BeiGene [4][5]. - The Chinese pharmaceutical industry now ranks second globally, with approximately 30% of innovative drugs under development worldwide, and a notable increase in the approval rate of new drugs [8][9]. Group 2: Technological Advancements - The advent of CRISPR gene editing and AI technologies is revolutionizing drug development, significantly reducing research and development cycles and enhancing the capabilities of Chinese pharmaceutical companies [2][7]. - The emergence of platform technologies such as ADCs, bispecific antibodies, and cell therapies is opening new avenues for drug development, contributing to the increased competitiveness of domestic biotech products [7]. Group 3: Market Dynamics - The market is currently experiencing a revaluation of innovative drug companies, with many leading firms turning profitable and their valuations being reassessed positively [7][11]. - The increase in license-out transactions indicates a shift in the global innovation chain, with Chinese companies now accounting for over 51% of the total transaction value in the BD market [11]. Group 4: Policy and Financial Environment - Supportive policies, including stable medical insurance negotiations and expedited drug approval processes, are fostering an environment conducive to innovation [8]. - The easing of monetary policy, including interest rate cuts by the Federal Reserve, is providing a favorable financing environment for biotech companies, further enhancing their growth prospects [8]. Group 5: Investment Opportunities - The Hang Seng Medical ETF and the Hong Kong Stock Connect Medical ETF are emerging as attractive investment vehicles, providing exposure to core assets in the Hong Kong pharmaceutical sector [3][15]. - The recent restructuring of the Hang Seng Biotechnology Index has improved its focus on leading companies in the biotech field, enhancing its investment appeal [14][15].

Group 1: Economic Transformation Insights - China's current transformation strategy is more aligned with the U.S. in the 1970s, focusing on "going global" and "common prosperity" akin to the U.S. deindustrialization and Great Society initiatives[1] - The Chinese economy is entering the latter stage of transformation, with cyclical issues becoming less impactful, as evidenced by the decline in old economic drivers like real estate[1] - The transition phase requires patience in policy implementation, as excessive use of counter-cyclical policies may lead to structural issues similar to the U.S. in the 1960s and 70s[1] Group 2: Market and Policy Implications - The easing of cyclical pressures, particularly in real estate, suggests a potential formation of an "L-shaped" economic recovery, supported by counter-cyclical policies[1] - The ongoing structural reforms and technological breakthroughs, although slow, create opportunities for risk appetite and asset revaluation in the capital markets[1] - The A-share bull market since the "924" policy in 2021 reflects the synergy between counter-cyclical policies and technological advancements in sectors like AI and robotics[1] Group 3: Risks and Challenges - Risks include the possibility that the pace of structural reforms may not meet expectations, and uncertainties surrounding technological breakthroughs and external economic influences[1] - The decline in housing prices, with first-tier city prices dropping by 34.3% from their peak as of August 2025, highlights the ongoing challenges in the real estate sector[3] - The GDP deflator index has shown negative growth for nine consecutive quarters since Q2 2023, indicating persistent economic weakness[3]

Core Insights - Xiaomi's founder Lei Jun emphasized that the company's recent developments have been driven by significant challenges, particularly highlighting 2020 as a pivotal year for transformation [1][3] - The upcoming annual speech on September 25 will focus on the theme of "Change," where Lei Jun will share insights on the breakthroughs in Xiaomi's self-developed chips and electric vehicles [1][7] Group 1: Challenges and Transformations - Many perceive Xiaomi's success, such as entering the Fortune Global 500 and progress in electric vehicle development, as smooth sailing; however, the reality has been filled with challenges [3] - In 2020, Xiaomi faced intensified market competition and technological bottlenecks, prompting a strategic adjustment to pave the way for future projects in vehicle manufacturing and chip development [3] Group 2: Key Areas of Transformation - Xiaomi's transformation is centered around two main areas: smart electric vehicles and self-developed chips [7] - The company officially entered the smart electric vehicle market in March 2021, with Lei Jun leading the initiative, describing it as his "last major entrepreneurial project" [7] - The first model, SU7, is set to launch in March 2024, marking a significant milestone from concept to mass production [7] Group 3: Investment in R&D - Over the past five years, Xiaomi has invested more than 105 billion yuan in research and development, with the Xuanjie O1 chip being a key technological achievement [7] - The Xuanjie chip project has a development team of over 2,500 people and has seen a cumulative investment of 13.5 billion yuan, aiming to reach the top tier of flagship experiences [7]

9月18日，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，介绍"十四五"时期科 技创新发展成就。科技部负责人介绍，"十四五"时期，我国科技事业取得历史性成就，科技创新能力稳 步提升，科技强国根基不断夯实。 中国通信工业协会副会长韩举科在接受《证券日报》记者采访时表示："在持续高强度投入的推动下， 原始创新与技术突破不断涌现，并在各行各业实现加速商用，不仅进一步完善了国产供应链体系，也加 快了我国在关键元器件等领域的自主可控进程，显著增强了我国产品与技术在全球市场的竞争力。" "十四五"时期，我国科技投入持续增加，2024年全社会研发投入超3.6万亿元，较2020年增长48%；研发 投入强度达到2.68%，超过欧盟国家平均水平；研发人员总量世界第一。 在科技投入稳步增长的同时，科技创新和产业创新加速融合，新质生产力蓬勃发展。2024年我国规上高 技术制造业增加值较"十三五"末增长42%；"三新"经济增加值占GDP的比重达18%。 在这一背景下，重大科技成果加速涌现，"天宫"空间站转入常态化运营，"嫦娥六号"实现月背采样返 回，5G通信实现大规模应用。 这些成果不仅提升了我国国际影响力，更带 ...

Core Viewpoint - The PEEK material industry is experiencing significant growth driven by its superior properties and increasing applications in high-end manufacturing sectors, particularly in robotics and other advanced fields [1][2][3]. Industry Overview - PEEK is recognized as one of the best thermoplastic engineering plastics globally, with applications in transportation, aerospace, electronics, energy, and healthcare [1]. - The PEEK industry is transitioning from "import dependence" to "domestic substitution + technological breakthroughs," with an expected increase in the proportion of high-end products [2]. - The global PEEK market is projected to exceed 13.1 billion yuan by 2031, with a compound annual growth rate (CAGR) of 14.4% from 2025 to 2031 [4]. Market Performance - The PEEK industry index rose by 1.74% on September 17, reaching a historical high, with a year-to-date increase of approximately 76.5% [1]. - The largest global PEEK producer, Victrex, has a production capacity of 7,150 tons per year, accounting for about 60% of the global total [2]. Domestic Developments - Chinese companies like Zhongyan Co., Watte Co., and Shandong Junhao have made significant technological advancements and capacity expansions in the PEEK sector since 2016 [3]. - Zhongyan Co. is the fourth global company to achieve an annual PEEK production capacity of over 1,000 tons, becoming the largest PEEK producer in China [3]. Application in Robotics - PEEK materials are being tested for use in robotic components, with companies like Watte Co. and Hechuan Technology actively pursuing this market [5]. - Hechuan Technology has developed a full digital servo driver paired with PEEK insulation bearing seats, enhancing the performance of humanoid robot transmission systems [6]. Cost and Market Challenges - The high cost of PEEK materials, which can be ten times higher than other specialty materials, limits its application in cost-sensitive areas [6][7]. - The industry faces a common challenge of high PEEK prices, which restricts the expansion of downstream applications [7]. Future Outlook - The domestic PEEK market is expected to reach 2.18 billion yuan by 2025 and 5 billion yuan by 2031, with significant contributions from low-altitude economy, new energy vehicles, and robotics [4]. - There is potential for cost reduction in PEEK production, which could enhance its adoption across various applications [7][8].