亚太药业同日披露，收到控股股东宁波富邦控股集团有限公司及一致行动人上海汉贵投资管理有限公 司、实际控制人宋汉平、傅才、胡铮辉组成的管理团队及一致行动人宋凌杰的通知，其正在筹划公司控 制权变更事项，具体交易方案、协议条款等尚需进一步论证和磋商，目前相关各方尚未签署正式交易协 议。 中国平煤神马集团党委常委会第一次会议召开 9月28日，多瑞医药、中环环保、亚太药业三家A股上市公司相继发布公告，宣布因控股股东及实际控 制人正在筹划控制权变更事项，公司股票将自9月29日起停牌。 多瑞医药称，控股股东西藏嘉康时代科技发展有限公司、实际控制人邓勇正在筹划公司控制权变更相关 事宜，该事项可能导致公司控股股东、实际控制人发生变更。 中环环保公告称，控股股东、实际控制人张伯中及其一致行动人安徽中辰投资控股有限公司正在筹划公 司控制权变更相关事宜，该事项可能导致公司控股股东、实际控制人发生变更。 第 726 期 2025-09-29 焦点事件 3家A股公司，同日停牌筹划"易主" 9月29日，中国平煤神马集团、河南能源发布同题消息，中国平煤神马集团党委常委会第一次会议召 开。集团党委书记、董事长李毛，党委副书记、总经理杨恒出席会议 ...

【导读】周末大消息多！国庆节前最后两个交易日，持股还是持币？最新研判 中国基金报记者 泰勒 大家好，下周只有两个交易日，然后就开启国庆和中秋长假了，我们简单关注一下周末的大 消息，以及看看券商分析师们的最新研判。 周末大事多 央行：下阶段建议加强货币政策调控，提高前瞻性、针对性、有效性 中国人民银行货币政策委员会召开2025年第三季度例会。会议研究了下阶段货币政策主要思 路，建议加强货币政策调控，提高前瞻性、针对性、有效性。会议指出，用好证券、基金、 保险公司互换便利和股票回购增持再贷款，探索常态化的制度安排，维护资本市场稳定。 国务院国资委召开国有企业经济运行座谈会 聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等 听取意见建议 国务院国资委主任张玉卓9月25日主持召开部分国有企业经济运行座谈会，了解企业经济运行 情况、面临的困难挑战，聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等，听取企业意见建 议，进一步研究夯实企业高质量发展基础的政策举措。张玉卓强调，要着力优化投资结构， 聚焦产业链强基补短、基础设施建设、能源资源保障等重点领域，做好项目对接和要素支 撑，聚焦数字化绿色化升级和本质安全提升，加快推进设备更新 ...

》》政策 国家发改委：加快构建全国一体化算力网 打造集算力统筹监测、统一调度、弹性供给、安全保障于一 体的新型算力网基础设施 登录新浪财经APP 搜索【信披】查看更多考评等级 本周硬科技领域投融资重要消息包括：8部门：增加人工智能终端产品有效供给；AI创企Modular融资 2.5亿美元；智元恒岳计划要约收购上纬新材37%股份。 国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》。强化算力资源供给支 撑。深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节点算力规模部署，持续优化热 点应用区域需求保障。加快构建全国一体化算力网，支持地方协同参与、共同建设，在国家统一标准指 导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统一调度、弹性供给、安全保障 于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精准对接，鼓励国家枢纽节点面 向数创企业提供低成本、广覆盖、可靠安全的算力服务，降低算力使用门槛。 8部门：增加人工智能终端产品有效供给 开展智能网联汽车准入和上路通行试点 商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》。《指导意 ...

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Core Insights - The 2025 World Computing Power Network Conference will be held on August 26 in Qianhai, showcasing China's pivotal role in global computing infrastructure integration and intelligent development [1][3] - The conference aims to create a high-level platform for global collaboration in the computing power sector, promoting cross-border sharing of computing resources and technological innovation [3] - Shenzhen is accelerating the establishment of a "China Computing Network City Benchmark," with plans to achieve an intelligent computing power of 25 EFLOPS by 2025, positioning itself as a model for computing network integration in China [4] Industry Developments - The conference will feature top global experts, including former Secretary-General of the International Telecommunication Union and various academicians from prestigious institutions [3] - Shenzhen's Industrial and Information Technology Bureau has issued an action plan for the high-quality development of computing infrastructure, focusing on a "three-level delay circle" strategy [3] - The initiative aims to establish the world's first "computing power enclave" system, enhancing Shenzhen's status in the computing power landscape [4]

Group 1: Key Developments in Computing Power - The "Pengcheng Cloud Brain III" is under construction and is expected to be completed next year [3] - The first dedicated computing power network line from Shenzhen to Guiyang is planned to start construction in November this year, with completion expected next year [3] - The fourth generation of digital audio and video coding standards is currently being researched and developed [3] Group 2: AVS Technology and Its Impact - AVS, which stands for digital audio and video coding standards, has been in development for 20 years and serves as a common foundational standard for the digital audio and video industry [4] - AVS technology allows for smaller encoded audio and video files, reducing transmission and storage costs, and is widely used in China's HD, 4K, and 8K video formats [5] Group 3: The Role of "Pengcheng Cloud" - "Pengcheng Cloud" is a computing power platform for large model training, with "Pengcheng Cloud Brain II" being China's first fully autonomous E-level intelligent computing power platform, increasing computing capacity from 100P to 1000P [6] - "Pengcheng Cloud Brain III" will achieve a computing power of 16000P, which is 16 times that of "Pengcheng Cloud Brain II" [6] Group 4: The Vision for the China Computing Power Network - The China Computing Power Network aims to improve resource utilization efficiency, similar to the development of the electric power grid [7] - The construction of the computing power network faces four main challenges: achieving autonomous computing power supply, overcoming single-core fiber transmission capacity limits, developing a collaborative scheduling system, and ensuring a secure computing environment [7] Group 5: Research and Development Philosophy - The laboratory emphasizes the importance of addressing both current and long-term research challenges, focusing on cutting-edge issues [13] - The laboratory has initiated a joint doctoral training program to cultivate young researchers, recognizing their vital role in major scientific projects [13][14]

Group 1: Key Developments in Computing Power - The "Pengcheng Cloud Brain III" is under construction and is expected to be completed next year [2] - The first computing power network dedicated line from Shenzhen to Guiyang is planned to start construction in November this year, with completion expected next year [2] - The fourth generation of digital audio and video coding standards is currently being researched and developed [2] Group 2: AVS Technology and Its Impact - AVS, the digital audio and video coding standard, has been in development for 20 years and aims to reduce transmission and storage costs by compressing audio and video data [3] - AVS is widely used in China's HD, 4K, and 8K video applications, demonstrating its significance in the digital video industry [3] Group 3: The Role of "Pengcheng Cloud" - "Pengcheng Cloud" serves as a computing power platform for large model training, with "Pengcheng Cloud Brain II" achieving a computing power of 1000P, capable of processing vast amounts of data [4] - "Pengcheng Cloud Brain III" will have a computing power of 16000P, significantly enhancing the capabilities of the platform [4] Group 4: The Vision for the China Computing Power Network - The China Computing Power Network aims to improve resource utilization efficiency, similar to the development of the electric power grid [5] - The construction of the computing power network faces challenges such as achieving autonomous computing power supply and developing a unified scheduling system [5] Group 5: Research and Development Challenges - The establishment of an independent AVS standard faced significant challenges due to existing international standards and limited research conditions at the time [6][7] - The need for effective communication with various stakeholders was crucial in addressing differing demands in the industry [7] Group 6: Future of Artificial Intelligence - The rapid development of artificial intelligence is linked to significant advancements in computing speed, storage capacity, and communication speed [9] - There is a belief that while AI may replace some jobs, it will also create opportunities for more creative and imaginative roles [9] Group 7: Talent Development and Collaboration - The Pengcheng Laboratory aims to be a leading force in national strategic technology, focusing on both current and long-term research goals [10] - The laboratory has initiated a joint doctoral training program to cultivate young researchers who can contribute positively to national projects [11]

Market News - The three major US stock indices closed higher, with the Dow Jones up 0.19%, Nasdaq up 1.21%, and S&P 500 up 0.73%. Notable tech stocks saw significant gains, including Apple rising over 5%, adding approximately $160 billion to its market cap. Amazon increased by 4%, Tesla by over 3%, and Broadcom by nearly 3% [1] - The Nasdaq Golden Dragon China Index rose by 0.93%, with most popular Chinese concept stocks also increasing, such as Alibaba up over 3% and NIO up over 2% [1] - COMEX gold futures fell by 0.08% to $3431.8 per ounce, while silver futures rose by 0.3% to $37.935 per ounce. WTI crude oil futures dropped over 2% to $63.7 per barrel, and Brent crude oil futures also fell over 2% to $66.3 per barrel [1] - Major European stock indices closed collectively higher, with Germany's DAX30 up 0.21%, the UK's FTSE 100 up 0.27%, France's CAC40 up 0.18%, and the Europe Stoxx 50 up 0.22% [1] Industry Insights - The National Data Standardization Technical Committee recently solicited public opinions on two technical documents related to the National Integrated Computing Network, marking a transition from planning to implementation in the construction of the computing network. This sector is crucial in the digital economy, with significant growth expected in areas like AI training, the metaverse, and smart cities [2] - The robotics sector is witnessing a surge in activity, with a recent breakthrough study challenging traditional views on data diversity in robotic learning. The upcoming 2025 World Robot Expo and the China Embodied Intelligent Robotics Industry Conference are set to showcase advancements in the field [3] - Tesla is advancing its autonomous driving technology, with plans to release a new FSD model that is ten times more capable than the current version. The rollout of FSD across the US is expected this year, with further enhancements anticipated by 2026 [4][5]