格隆汇1月6日｜华源证券研报指出，长电科技发布新一轮股权激励计划，多层次目标彰显发展信心。该 激励计划有望进一步建立、健全公司长效激励机制，加强公司团队凝聚力和人才队伍的稳定性。公司聚 焦高算力、AI端侧、汽车等关键应用领域，拥有行业领先的半导体先进封装技术。随着降本增效措施 进一步夯实，产能逐步释放，高端产品占比提升，后续公司利润弹性有望得到释放。鉴于AI算力、汽 车等下游应用对先进封装较强的需求预期，以及公司在先进封装领域持续的技术投入和产能扩充，维 持"增持"评级。 ...

格隆汇12月22日丨硕贝德(300322.SZ)在投资者互动平台表示，公司主要提供天线（含卫通天线）、散 热器件模组、线束及连接件、智能传感模组等产品，产品广泛应用于消费电子、汽车、通信及AI等领 域。暂无太空相关计划。 ...

格隆汇12月22日丨硕贝德(300322.SZ)在投资者互动平台表示,公司主要提供天线（含卫通天线）、散热 器件模组、线束及连接件、智能传感模组等产品，产品广泛应用于消费电子、汽车、通信及AI等领 域。公司暂未给火箭及发射提供产品。 ...

| | 连板仅用受 12.22 12.22 12.22 截至收盘新获连板个股 | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | *ST宁科 | 8 | 合成生物 | | 胜通能源 | 7 | 天然气 | | 鹭燕医药 | 4 | 医药 | | 庄园牧场 | র্ব | 乳业 | | 嘉美包装 | র | 包装 | | *ST万方 | 3 | 车工 | | 神剑股份 | 3 | 商业航天 | | ST尔雅 | 3 | 服装 | | 红棉股份 | 2 | 食品饮料 | | 海南海药 | 2 | 海南自贸区 | | 山子高科 | 2 | 汽车+半导体 | | 楚环科技 | 2 | 环保设备 | | 国机精工 | 2 | 商业航天 | | 海南发展 | 2 | 海南自贸区 | | 海南瑞泽 | 2 | 海南自贸区 | | 德联集团 | 2 | 核电 | | *ST双成 | 2 | 海南自贸区 | | --- | --- | --- | | *ST东易 | 2 | 算力+家装 | | 中国一重 | 2 | 可控核聚变+商业航天 | | 海汽集团 | 2 | 海南自贸区 | ...

中国冶金报社 . 点击"关注"中国冶金报社微信公众号，每天为您提供钢铁行业权威的信息资讯，让您的阅读更便捷、更 专业！ 官方网站:中国钢铁新闻网(www.csteelnews.com)。 1 2 月 1 3 日， 2025年第 ⼆ 届汽车用钢发展研讨会在江苏省无锡市 召开 。 以下文章来源于中国冶金报社 ，作者中国冶金报社 会议现场 中国钢铁工业协会 党委常委、副会长骆铁军 ，中国汽车工业协会 副秘书长陈士华， 中信泰富特 钢销售总公司副总经理 、 兴澄特钢副总经理姚海龙 发表开幕致辞。 世界钢铁协会副总干事钟绍 良 发表专题报告。 全联冶金商会秘书长贾银松 ，钢协副秘书长、 中国贸促会冶金 行业 分会副 会长苏长永 ，钢协副秘书长 赵金奎 出席会议。钢协 副秘书长石洪卫 ， 中国贸促会冶金行业分 会副秘书长 （ 主持工作 ） 苏步新 分别主持上、下午会议。 骆铁军 骆铁军 在致辞中 介绍了我国钢铁行业发展现状，分析了汽车行业提质升级对钢铁行业的深入影 响，并 指出 低价中标现象 易 引发钢企之间 "内卷"，严重打击了钢企供货积极性，不利于汽车板 产品持续创新与品质提升，也不利于形成长期稳定的供货模式，最终将 ...

Core Viewpoint - The company has experienced a decline in gross margin in the first three quarters of the year compared to the same period last year, primarily due to changes in product structure and industry competition, but there are signs of improvement in the second half of the year [2] Group 1 - The company's gross margin faced pressure in the second quarter but is expected to improve in the latter half of the year [2] - The company achieved a record high single-quarter revenue in the third quarter, indicating strong business growth [2] - The company is focused on expanding its business layout and increasing revenue scale as its top priority [2] Group 2 - The company anticipates further growth in its platform-based business, particularly in sectors such as automotive, AI, and industrial applications [2] - The management team, including the founder and core members, expresses confidence in the company's future business growth [2] - The company will comply with regulatory requirements regarding shareholder unlock announcements and encourages stakeholders to pay attention to future disclosures [2]

盘面上，近日一致走强的大型科技股多数显示疲惫，其中，快手跌近3%，百度跌2%，阿里巴巴跌 1.9%，小米、腾讯飘绿，闪购与华为鸿蒙合作升级，美团大涨5.6%表现最为强势，京东涨超2%；油汇 成本改善利好航企业绩，近期调整的航空股再度迎来大涨行情，东航大涨近7%相对抢眼；巨头密集发 布产品调价通知，白卡纸价开始触底反弹，纸业股午后涨幅加大；流感药品销量暴涨！药品类股走势活 跃，创新药概念股涨幅相对明显，半导体芯片股、汽车股、重型基建股、保险股多数上涨。 另一方面，地缘政治有缓和迹象，军工股持续回调，影视娱乐股、黄金股、稳定币概念股、内房股、煤 炭股多数走低。(格隆汇) 港股高开震荡尾盘涨幅持续收窄，恒生指数涨0.13%26000点得而复失，国企指数、恒生科技指数分别 上涨0.04%及0.11%，大市总体呈现3连涨行情。 ...

Group 1 - The company, ShuoBeide (300322.SZ), primarily provides products such as antennas (including satellite antennas), thermal management modules, wiring harnesses and connectors, and smart sensor modules [1] - The products are widely used in various sectors including consumer electronics, automotive, telecommunications, and artificial intelligence [1]

Group 1 - Taiwan's semiconductor giant Panjit has approved the acquisition of 95% of Torex Vietnam Semiconductor, a subsidiary of Japan's Torex, to expand its product line and enhance its capabilities in automotive-grade power semiconductor packaging and testing [2] - The investment is aimed at strengthening Panjit's manufacturing base in Southeast Asia, enhancing production flexibility and supply chain resilience amid geopolitical uncertainties and global supply chain restructuring [2] - Torex Vietnam, established in 2008, specializes in semiconductor component packaging and testing services, utilizing patented Ultra Small Package (USP) technology [2] Group 2 - Vietnam aims to establish its first semiconductor manufacturing plant by 2026, highlighting its ambition to secure a position in the global chip supply chain [3] - The country has launched a national semiconductor industry development strategy for 2030, along with a talent cultivation plan and a list of 11 strategic technologies and products, including chips [3] - As of August 2025, Vietnam has approximately 170 foreign direct investment projects in the semiconductor and high-tech sectors, with a total registered capital of nearly $11.6 billion [3]

Market Performance - The Hong Kong stock market indices collectively rose, with the Hang Seng Index and the Hang Seng China Enterprises Index reaching intraday highs of 1.2%, and the Hang Seng Index briefly surpassing the 27,000-point mark, ultimately closing up by 0.85% and 0.82% respectively [1] - The Hang Seng Tech Index showed relatively weaker performance, with a slight increase of 0.16% [1] Sector Performance - Large technology stocks exhibited mixed performance, with Xiaomi up by 1.68%, JD.com by 1.3%, and Tencent by 1%, while Alibaba fell over 2% and Baidu dropped by 1.86% [1] - Major sectors such as banking, oil, and insurance stocks were notably active, with Industrial and Commercial Bank of China, Agricultural Bank of China, and China National Offshore Oil Corporation reaching historical highs [1] - China Life Insurance and New China Life Insurance showed strong performance [1] Consumer and Other Sectors - Home appliance sales for the Double Eleven shopping festival were impressive, with Hisense Home Appliances leading the gains, rising over 8% [1] - Biopharmaceutical stocks, gaming stocks, brain-computer interface concept stocks, coal stocks, and restaurant stocks all experienced increases [1] Weak Performers - The China Photovoltaic Industry Association stated that circulating rumors were false, leading to weak performance in photovoltaic stocks, with GCL-Poly Energy and New Energy Technology among the biggest decliners [1] - Rare earth concept stocks, gold stocks, automotive stocks, and military industry stocks generally declined [1]