天眼查App显示，近日，长沙联益星医疗器械有限公司成立，法定代表人为秦星，注册资本50万人民 币，经营范围为许可项目：第三类医疗器械经营;第三类医疗设备租赁（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以批准文件或许可证件为准）一般项目：第二类医疗器械 销售;第二类医疗设备租赁;第一类医疗器械销售;第一类医疗设备租赁;软件开发;专用设备修理;计算机软 硬件及辅助设备批发;软件外包服务;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广; 集成电路设计;机电耦合系统研发;仪器仪表修理;机械设备研发;普通机械设备安装服务;电气设备修理;通 用设备修理;通讯设备修理;电子、机械设备维护（不含特种设备）;计算机软硬件及辅助设备零售;仪器 仪表销售;机械设备销售;电子专用设备销售;机械电气设备销售;通讯设备销售;移动终端设备销售;办公用 品销售;信息系统集成服务;信息系统运行维护服务;数据处理服务;健康咨询服务（不含诊疗服务）;互联 网数据服务;软件销售（除依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...

经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；企业管理咨询；信息咨 询服务（不含许可类信息咨询服务）；市场营销策划；会议及展览服务；通信设备销售；广告制作；广 告设计、代理；平面设计；企业管理；软件开发；文艺创作；租赁服务（不含许可类租赁服务）；五金 产品零售；鞋帽批发；服装服饰批发；皮革制品销售；润滑油销售；美发饰品销售；办公用品销售；日 用品销售；互联网销售（除销售需要许可的商品）；家居用品销售；针纺织品销售；玩具、动漫及游艺 用品销售；新能源汽车电附件销售；新能源汽车换电设施销售；机动车充电销售；充电桩销售；物联网 技术服务；信息系统集成服务；信息系统运行维护服务；工程管理服务；互联网安全服务；安全系统监 控服务。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动） 序号股东名称持股比例1上海寓寓寓贸易有限公司100% 企业名称上海辞陆科技有限公司法定代表人穆亲菲注册资本4000万人民币国标行业信息传输、软件和信 息技术服务业>软件和信息技术服务业>软件开发地址上海市嘉定区银翔路655号1幢1层J企业类型有限 责任公司（非自然人投资或控股的法人独资）营业期限2025-11- ...

光刻胶板块国风新材4连板，3D打印概念股长江材料2连板。一图速览今日连板股>> A11.24 载 | 元 | V | 股票名称 | 连板天数 | 所属概念 | | --- | --- | --- | | 三思名出 | 7 | 赤殖V | | 国风新材 | 4 | 光刻胶 | | *ST苏吴 | 4 | 创新药 | | 梦天家居 | 4 | 家居 | | 实达集团 | 3 | 智算中心 | | *ST万方 | 2 | 车工 | | 特发信息 | 2 | 光通信 | | 欢瑞世纪 | 2 | 短剧游戏 | | 长江材料 | 2 | 3D打印 | | 新华都 | 2 | 跨境电商 | | 久其软件 | 2 | 软件开发 | | 世联行 | 2 | 房地产 | | 北新路桥 | 2 | 基建 | | 南方路机 | 2 | 工程机械 | | 品高股份 | 2 | 云计算 | 11月24日，Wind数据显示，A股市场共计79只个股涨停。其中养殖业板块中水渔业收获7连板，光刻胶 板块国风新材4连板，3D打印概念股长江材料2连板。一图速览今日连板股>> ...

天眼查App显示，近日，中科芯泰半导体科技（成都）有限公司成立，法定代表人为杨锐，注册资本 200万人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；人工智能基础软件开发；软件开发；集成电路设计；电子元器件零售；电子元器件批发；电子专用 材料研发；电子专用材料销售；集成电路销售；半导体分立器件销售；电子产品销售；货物进出口；技 术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - A-shares experienced a collective decline in the morning session, with the Shanghai Composite Index down by 0.56%, Shenzhen Component Index down by 0.43%, and ChiNext Index also down by 0.43% [1] Market Performance - The semiconductor sector showed resilience, with Jingyi Equipment rising over 12% [1] - The power battery sector faced significant losses, with Shida Shenghua hitting the daily limit down [1] - Sectors such as internet celebrity economy, software development, CPO, and engineering machinery saw notable gains [1] - Conversely, solid-state batteries, energy storage, phosphorus chemical, fluorochemical, real estate, coal, and steel sectors experienced the largest declines [1] Trading Volume - The total market turnover reached nearly 1.3 trillion yuan, an increase of over 10 billion yuan compared to the previous trading day [1] - More than 4,000 stocks declined during the session [1]

Core Insights - Liuyang Zhijun Technology Co., Ltd. has recently been established with a registered capital of 10,000 RMB [1] Company Overview - The legal representative of the company is Wang Fang [1] - The business scope includes a variety of activities such as sales of electronic products, wholesale and retail of electronic components, and sales of communication equipment [1] - The company is also involved in the wholesale and retail of computer hardware and software, office supplies, and daily necessities [1] - Additional activities include research and development in IoT technology, technical services, and software development [1]

Core Insights - Jiangxi Huaxun Fangzhou Smart Optoelectronic Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The company is involved in a wide range of manufacturing and service activities, including communication equipment, electronic components, and software development [1] Company Overview - The legal representative of the company is Qin Xing [1] - The company’s business scope includes the manufacturing of broadcasting and television transmission equipment, mobile communication devices, network equipment, and optical communication devices [1] - Additional activities include the manufacturing of security equipment, internet devices, and various electronic components [1] Licensing and Regulatory Compliance - The company’s operations are subject to approval from relevant authorities, particularly for licensed projects [1] - Specific business activities and licensing periods will depend on the approvals obtained from regulatory bodies [1] Research and Development Focus - The company is engaged in research and development in new materials technology, IoT technology, and artificial intelligence application software [1] - It also provides information system integration services and supply chain management services [1] Sales and Export Activities - The company is involved in the sales of communication equipment, broadcasting and television transmission equipment, and electronic components [1] - It also engages in technology import and export, as well as goods import and export [1]

Core Insights - Gartner's Vice President, Gao Ting, presented ten strategic technology trends for 2026, focusing on themes of "architects, coordinators, and sentinels," covering areas such as AI-native development, multi-agent systems, physical AI, and cybersecurity [1] Group 1: AI Native Development - AI-native development platforms are seen as the core of next-generation software engineering, utilizing "ambient programming" to generate complete applications or assist developers in coding [2] - Currently, 20%-40% of code in some tech companies is generated by AI, indicating a shift in software development from efficiency tools to a new development paradigm [2] Group 2: AI Supercomputing Platforms - The demand for computing power in AI is growing exponentially, with AI supercomputing platforms characterized by hybrid AI computing and scheduling capabilities [3][7] - Technologies like NVIDIA's NVQLink and CUDA-Q enable the integration of quantum computing with classical supercomputing, enhancing task scheduling across architectures [3] Group 3: Multi-Agent Systems - Multi-agent systems improve reliability in executing complex tasks by breaking down tasks and allowing different agents to collaborate, addressing the limitations of single-agent systems [8][9] - This approach represents a key step in AI evolving from a "tool" to a "collaborator," reflecting a management mindset of "AI teamwork" [9] Group 4: Domain-Specific Language Models - The high failure rate of enterprise AI projects (95%) is attributed to general models lacking business understanding, which domain-specific language models aim to address through retraining with industry data [10] - Companies must invest in data governance and domain training to effectively utilize AI, avoiding the pitfall of having "models without intelligence" [10] Group 5: Physical AI - Physical AI refers to AI systems that interact with the real world, primarily in applications like autonomous driving and robotics, utilizing VLA models and "world models" [11] - This technology serves as a bridge between AI and the real economy, gradually replacing repetitive labor in sectors like manufacturing and logistics [11] Group 6: Proactive Cybersecurity - AI-driven attacks are lowering the barriers for hackers, necessitating the development of proactive cybersecurity systems that include predictive threat intelligence and automated defenses [12][14] - Companies must transition from static defenses to a proactive security framework that integrates prediction, response, and deception [14] Group 7: Digital Traceability - Digital traceability is becoming essential for building trustworthy digital supply chains, especially in light of frequent software supply chain attacks [15][16] - Establishing software SBOM and model MLBOM lists allows companies to track component origins and security, while watermarking and identification technologies for AI-generated content are being standardized [15][16] Group 8: Geopolitical Migration - Geopolitical risks are prompting companies to migrate data and applications from global public clouds to local "sovereign clouds," with European firms being the most affected [17] - Chinese companies are balancing self-sufficiency and global collaboration to avoid becoming "technology islands" [17] Group 9: Confidential Computing and AI Security Platforms - Although not the main focus, "confidential computing" and "AI security platforms" are ongoing trends that protect data and prevent new types of attacks [18] - The emphasis is on embedding AI into business processes and ensuring ecological collaboration rather than chasing technology fads [18]

Core Viewpoint - Suzhou Zhuxiao Medical Equipment Co., Ltd. has been established with a registered capital of 2 million RMB, focusing on various medical equipment and technology services [1] Company Overview - The legal representative of the company is Zou Haoyue [1] - The registered capital of the company is 2 million RMB [1] Business Scope - The company is authorized to operate Class III medical devices and their leasing, subject to regulatory approval [1] - General business activities include sales and leasing of Class I and Class II medical devices, wholesale and retail of medical masks, and sales of hygiene products and disposable medical supplies [1] - The company also provides a range of services including software development, technical consulting, health consulting, and marketing planning [1]

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - Overseas: The hope of the end of the US government shutdown has led to a rebound in the US dollar index after a decline, and global risk appetite has increased. However, the US consumer confidence is close to a record low, and the US manufacturing PMI has shrunk for eight consecutive months. Domestically: China's manufacturing boom declined in October, exports decreased unexpectedly, and economic growth slowed down. But inflation data rebounded unexpectedly, and the supply side strengthened. Policy stimulus expectations have increased, which helps boost domestic risk appetite. The short - term macro upward drive is not strong, and future attention should be paid to domestic economic growth and policy implementation [3]. - The short - term market trading logic focuses on domestic incremental stimulus policies and economic growth. In terms of assets, the stock index is expected to oscillate in the short term, and it is advisable to be cautiously long. Treasury bonds are expected to oscillate and rebound in the short term, and it is advisable to be cautiously long. For the commodity sector, black, non - ferrous, and energy - chemical products are expected to oscillate in the short term, and it is advisable to be cautiously on the sidelines; precious metals are expected to oscillate and correct at a high level in the short term, and it is advisable to be cautiously on the sidelines [3]. Summary by Category Macro Finance - **Overseas**: The University of Michigan consumer confidence in the US in November was 50.3, hitting a low since June 2022. The hope of the end of the US government shutdown led to a rebound in the US dollar index after a decline, and global risk appetite increased [3]. - **Domestic**: China's manufacturing PMI declined in October, exports decreased unexpectedly, and economic growth slowed down. But inflation data in October rebounded unexpectedly, and policy stimulus expectations increased. The short - term macro upward drive is not strong, and future attention should be paid to domestic economic growth and policy implementation [3]. - **Asset Performance**: The stock index is expected to oscillate in the short term, and it is advisable to be cautiously long. Treasury bonds are expected to oscillate and rebound in the short term, and it is advisable to be cautiously long. For the commodity sector, black, non - ferrous, and energy - chemical products are expected to oscillate in the short term, and it is advisable to be cautiously on the sidelines; precious metals are expected to oscillate and correct at a high level in the short term, and it is advisable to be cautiously on the sidelines [3]. Stock Index - Affected by sectors such as artificial intelligence, digital currency, and software development, the domestic stock market declined slightly. The short - term macro upward drive is not strong, and it is advisable to be cautiously long in the short term [4]. Precious Metals - The precious metals market rose on Friday night. Due to the weakening of the US dollar and the increase in safe - haven demand, the short - term precious metals are expected to oscillate, and the medium - to - long - term upward pattern remains unchanged. It is advisable to be on the sidelines in the short term and buy on dips in the medium - to - long - term [4]. Black Metals - **Steel**: The steel market continued to follow the fundamental logic, with prices remaining weak. Demand peaked this week, and the apparent consumption of five major steel products decreased by 49.51 tons week - on - week. Supply decreased, and the production of five major steel products decreased by 18.55 tons week - on - week. It is expected to oscillate weakly in the short term [5][6]. - **Iron Ore**: The price of iron ore rebounded slightly. Demand continued to weaken, and supply pressure remained high. The global iron ore arrivals increased by 1229.8 tons week - on - week to 3314.1 tons, and port inventories increased by 350 tons week - on - week. It is advisable to take a bearish view in the short term [6]. - **Silicon Manganese/Silicon Iron**: The spot prices of silicon iron and silicon manganese remained flat, and the futures prices continued to decline slightly. Demand decreased, and the production of five major steel products decreased week - on - week. The futures prices are expected to continue to oscillate within a range [7]. Chemicals - **Soda Ash**: The main contract oscillated strongly last week. Supply increased, and there are capacity expansion plans in the fourth quarter. The supply pressure remains, and it is advisable to take a bearish view in the medium - to - long - term [8]. - **Glass**: The main contract oscillated within a range last week. Supply remained stable, demand was weak year - on - year, and inventory was high. Supported by policies and with low valuation, it is expected to be strong in the short term [8]. Non - ferrous Metals and New Energy - **Copper**: The US copper inventory is at a historical high, and the domestic refined copper de - stocking is less than expected. The second - largest copper mine in Indonesia has shut down, which supports the futures price. It is expected to oscillate at a high level in the short term [9]. - **Aluminum**: The price of Shanghai aluminum decreased slightly. The European aluminum premium rebounded. The domestic de - stocking is not smooth, and both domestic supply and imports are high. If the price rises above 21,800, it is advisable to try shorting [9]. - **Tin**: The supply shortage persists, and demand is weak. The social inventory of tin ingots increased this week. The price is expected to oscillate at a high level [10]. - **Lithium Carbonate**: The supply and demand are both strong, and the social inventory is de - stocking rapidly. It is expected to oscillate strongly, but attention should be paid to supply - side disturbances [11]. - **Industrial Silicon**: The production decreased significantly in the southwest after the end of the wet season. Supply and demand are both weak, and it is expected to oscillate. It is advisable to buy on dips [12]. - **Polycrystalline Silicon**: The downstream demand is weak, and the policy expectation is strong. It is expected to oscillate within a high - level range, and it is advisable to buy on dips [12]. Energy and Chemicals - **Methanol**: Both inland and port inventories increased. The fundamentals are under pressure, but coal prices provide some support. It is expected to oscillate downward in the near term, with a slowdown in the decline rate and limited space [13]. - **PP**: Demand has improved, but supply growth is too fast, and the traditional off - season is approaching. It is expected to continue to decline [13]. - **LLDPE**: The supply pressure continues to accumulate, and demand is expected to weaken. The cost support is insufficient, and it is expected to remain under pressure [13]. - **Urea**: Supply is expected to increase, and demand is divided. It is expected to continue to consolidate weakly in the short term [14]. Agricultural Products - **Soybean**: The market is optimistic about the restoration of Sino - US soybean trade relations. The USDA will release a report on November 15. If the US soybean yield per unit is lowered, the ending inventory will shrink, which will strengthen the cost - repair logic [15]. - **Soybean Meal/Rapeseed Meal**: The import of soybeans in China from January to October reached a record high. The supply of soybean meal is loose, and the basis is weak. The risk - buying of rapeseed meal supports the narrowing of the spread between soybean meal and rapeseed meal. Rapeseed meal mainly fluctuates with soybean meal [16]. - **Corn**: The situation of oversupply remains unchanged. The inventory of ports, feed enterprises, and deep - processing enterprises is low, and the profit of deep - processing is increasing. Wheat prices provide some support [16]. - **Pig**: The planned slaughter volume of large - scale farms in November decreased month - on - month, and the supply pressure decreased. Demand increased seasonally. The pork price is expected to be weakly stable, and the futures price may have strong support under the discount [17].