Core Viewpoint - The company, Saiwei Electronics, is a leading global high-end integrated circuit wafer manufacturer focusing on MEMS chip manufacturing and semiconductor equipment, with a strong emphasis on innovation and market expansion to enhance its core competitiveness in the MEMS industry [1][2]. Group 1: Company Overview - Saiwei Electronics operates as a Pure Foundry in the MEMS sector, focusing on chip manufacturing and supporting Fabless and Fablite design companies to foster innovation [1]. - The company has established multiple pilot and mass production platforms both domestically and internationally, serving clients in various high-tech fields such as silicon photonics, LiDAR, and AI computing [1]. Group 2: Technological Advancements - Continuous technological breakthroughs have been made, including the development of high-end filters and improvements in MEMS micro-mirror production processes, leading to successful mass production of new generation products [2]. - The company is also involved in national key research projects, enhancing its capabilities in MEMS sensor manufacturing [2]. Group 3: Market Position and Strategy - The company is positioning itself to transition from a pure foundry model to an IDM (Integrated Device Manufacturer) model, aiming to create a more complete ecological barrier in the MEMS field [1]. - A strategic acquisition of a 56.24% stake in Qingdao Zhancheng Technology for 157 million yuan aims to enhance its IC design services and EDA software development capabilities, further integrating its manufacturing and design services [4]. Group 4: Financial Performance and Projections - Following the exit of SieX, the company's revenue has seen a decline, but steady growth is expected in its Beijing operations, with an anticipated increase in the proportion of high-value products like OCS [5]. - Revenue projections for 2025-2027 are estimated at 916 million yuan, 634 million yuan, and 737 million yuan respectively, indicating a positive outlook for the company's long-term development value [5][6].

新华财经南京8月15日电 记者从8月13日至14日举行的江苏省战略性新兴产业母基金2025年第三季度工 作交流务虚会暨行业沙龙上获悉，自2024年6月21日以来，江苏省战略性新兴产业母基金先后三批组建 产业专项基金41只，总规模1069亿元，覆盖全省13个设区市、6家省属企业和1家央企。完成公开遴选产 业子基金19只，共190亿元。江苏省战略性新兴产业基金集群累计投资项目93个，其中英诺赛科、正力 新能成功实现IPO上市。 强化金融创新、壮大耐心资本，是加快培育新质生产力的重要举措。江苏省战略性新兴产业母基金在江 苏高科技投资集团的运作下，聚焦关键领域，聚合优质资源，"省级母基金—产业专项基金—产业子基 金"三层架构有效落地，为培育发展战略性新兴产业和未来产业提供了强有力的支撑。 活动上，苏州工业园区党工委副书记、管委会副主任刘华说，苏州工业园区坚持把战略性新兴产业作为 发展新质生产力的重要抓手，希望江苏省战略性新兴产业母基金与苏州工业园区拓展产业投资合作，积 极探索更多创新模式与合作机会，更好发挥"耐心资本""长期资本"作用，携手推动发展新质生产力。 江苏高科技投资集团党委书记、董事长王会清说，江苏省战略性 ...

央视网消息：算力革命正在扑面而来，"十四五"期间中国在算力建设上的投入力度相当大，发展成效显 著。《2025年中国人工智能计算力发展评估报告》的数据显示，2025年预计通用算力规模增长20%，智 能算力规模增长43%。 ...

在人工智能领域深耕多年的创新药研发平台提供者——深圳晶泰科技有限公司在发展中也得到了金融机 构的大力支持。"公司在快速发展期对融资需求很大，2020年，中国银行为公司提供了一笔无抵押无担 保贷款，这笔信用贷款为全线上操作，短时间到账，及时化解了研发资金短缺的困境。"企业相关负责 人说。 "中国银行深圳市分行计划未来5年为深圳地区人工智能全产业链各类主体累计提供综合金融支持不少于 1000亿元。"中国银行深圳市分行相关负责人告诉记者。今年5月，该分行发布支持深圳人工智能产业链 发展行动方案，核心内容包括：与人工智能科技重大专项建立直接对接合作，提供覆盖"基础研究—成 果转化—产业应用"的"一站式"定制化金融服务；通过股权、贷款、债券、保险、租赁等多元化金融工 具服务人工智能要素供给等，助力培育新动能。 在上海，农业银行推出高质量服务人工智能产业"十条举措"。"为支持人工智能产业发展，农行上海分 行先行先试，打造'科技金融事业部—西岸联合科技金融实验室—农行上海徐汇支行—AI特色网点'人工 智能产业链服务体系，提供算力采购融资、知识产权评估、政策辅导等一揽子定制化服务，有效促进人 工智能科技成果转化。"农业银行上 ...

Group 1 - The Minister of Industry and Information Technology, Li Lecheng, met with a delegation from the US-China Business Council, encouraging more US companies to invest in China and participate in the new industrialization process [1] - The meeting included representatives from major US companies such as Thermo Fisher Scientific, Otis, and Apple, focusing on cooperation in areas like machinery and smart manufacturing [1] Group 2 - The Hong Kong Monetary Authority (HKMA) released guidelines for stablecoin license applications, with the first licenses expected to be issued by August 1, 2025 [3] - The HKMA indicated that only a few stablecoin licenses would be granted initially, despite interest from dozens of institutions [3] Group 3 - The China Photovoltaic Industry Association clarified rumors regarding the multi-crystalline silicon sector, urging the public not to believe or spread misinformation [4] - The association's clarification relates to market rumors about large companies acquiring smaller ones in the multi-crystalline silicon industry [4] Group 4 - From January to June 2025, state-owned enterprises in China reported total operating revenue of 4,074.96 billion yuan, a year-on-year decrease of 0.2% [7] - The total profit for state-owned enterprises during the same period was 218.25 billion yuan, down 3.1% year-on-year [8] - The tax payable by state-owned enterprises was 300.26 billion yuan, reflecting a 0.8% decline compared to the previous year [9] - As of the end of June, the asset-liability ratio for state-owned enterprises was 65.2%, an increase of 0.3 percentage points year-on-year [10] Group 5 - The CXO sector saw a significant rally, with companies like WuXi AppTec raising their full-year sales forecast, projecting a revenue increase from 415-430 billion yuan to 425-435 billion yuan [12] - The demand for innovative biopharmaceuticals is expected to drive recovery across the entire industry chain [12] Group 6 - The stock of Hengsheng Electronics surged, attributed to rumors of a strategic partnership with Ant Group regarding virtual assets and stablecoin operations [11] - The company acknowledged the market speculation but could not confirm the partnership at this time [11] Group 7 - The PCB industry is experiencing a significant demand increase for high-end products, driven by the upgrade of AI hardware [19] - The market for high-layer boards and high-density interconnect (HDI) products is particularly strong, with price increases noted [19]

今年以来， D S 、国产人形机器人的集体亮相，极大提振了投资者对中国科技的信心，在资本市场 也掀起了较大的波澜。对于科技股而言，摆在投资者面前的，或许从来不是投或不投的选择题，而是 应该怎么投的必答题。 对于这个问题，无论是卖方研究，还是买方机构，今年都在尝试给出自己的回答，尤其是一些公募基 金公司，纷纷 "组团出道"，向外界全面展示自家科技投研团队的最新研究成果和投资方法论。 日前，来自财通资管的 9 位资深科技投研人员，以"投资中国科技的底气"为主题开展了一场线上直 播，就市场普遍关心的热门话题，比如半导体、人工智能、智能驾驶、人形机器人、 A I 应用等领域 的产业趋势、投资机会，分别从各自擅长的领域分享了自己的观点和看法，从中不难看出他们研究的 深度、广度和颗粒度。 据了解，财通资管权益公募团队中，目前拥有多位主投科技成长方向的基金经理，比如硬核科技左侧 选手包斅文、偏好中上游通用型环节的均衡选手李晶、主投机器人等先进制造领域的新生代基金经理 徐竞择等。同时，在财通资管超 2 0 人的权益研究团队中，泛科技方向的研究员达 9 位。 在财通资管投研团队看来，研究的深度决定了认知的高度，最终会影响到投资 ...

家人们，我是帮主郑重！今儿凌晨美股收盘那叫一个热闹，道指四连涨，英伟达带着芯片股又杀疯了，咱们赶紧盘一盘这背后的门道。 最后得跟A股的朋友念叨念叨。美股这波科技股狂欢，本质是AI算力的确定性在撑估值，咱们国内算力产业链怎么跟？浪潮、中科曙光的服务器订单没停 过，液冷技术能降30%能耗，这可是硬需求；光模块领域，国内企业800G产品比海外便宜20%，性价比直接拉满。但记住了，现在不是瞎炒概念的时候， 得盯着有实际订单、能给英伟达代工或者跟国内大模型深度合作的公司，比如拓尔思这种做行业模型的，才是中长线该瞅准的标的。 先说大盘，道指涨0.51%、纳指涨0.81%、标普涨0.58%，全靠科技股撑场子。英伟达收盘涨2.93%，市值3.45万亿美元直接把微软、苹果甩在身后——现 在买它家股票的人，估计跟抢茅台生肖酒似的，都瞅准了AI算力这口肥肉。杰富瑞不是刚喊出80%利润率嘛，这哪是卖芯片，分明是在半导体行业开印钞 厂啊！你看博通涨超3%，美光涨4%，连英特尔、AMD都跟着蹦跶超2%，整个芯片板块就像打了鸡血，硬件赛道热得能煎鸡蛋。 对了，特朗普今儿要签钢铝关税，经合组织又下调美国增长预期，这些短期扰动可能让市场晃悠两 ...