如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来自半导体芯闻综合 。 针对某近期出版新书的新闻,ASML发表声明称： 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 推荐阅读 全球市值最高的10家芯片公司 ASML注意到近期一本以荷兰语出版、聚焦公司内容的新书引发了媒体关注。ASML不认可该书的 内容。 在该书出版前，我们已通过书面形式明确告知作者，书中多处陈述存在严重不实，并对ASML声誉 造成损害。我们保留采取进一步行动的权利。 书中任何关于ASML曾向任何政府提出"代其行事"的所谓提议，均与事实不符并具有严重误导性。 同样，任何声称ASML有意或曾经有意违反荷兰、美国或任何其他政府相关协议的说法，也均不属 实。 ASML始终遵守所有适用于其业务经营的法律法规，并在相关出口管制规定范围内开展业务。 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在 ...

《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ①人形机器人+灵巧手，项目集中在灵巧手部件，已实现海外批量出货，国内对接客户超30家，这家公司 四季度订单仍在加速，正积极扩产。 ②HBM+半导体设备，设备通过HBM先进封装工艺验证并批量销 售，客户基本覆盖国内主要HBM厂商，这家公司细分设备打破国外垄断。 ...

今天下午，针对最近的中国业务留言，应用材料发布了澄清声明。 应用材料表示，近期，部分媒体发布了不准确的文章和标题，错误地描述了应用材料公司在中国的 业务情况。应用材料公司始终为中国客户提供高质量的产品和优质的服务，并遵守适用的法律与法 规。 在过去的 12 个月里，多项美国的贸易规则变化已经缩小了美国企业在中国可开展业务的市场规 模，但应用材料公司目前预计关于市场的限制在 2026 年不会出现重大变化。 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来自半导体芯闻综合 。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ ...

主题演讲环节，邀请到了业内知名专家、企业家做专题分享。同期举行的展览展示会上，一系列新技 术、新产品出台展示，展示开放合作的十足诚意。 作为国家集成电路产业的重要布局点和创新策源地，无锡已形成覆盖设计、制造、封测、装备、材料的 完整产业链，集聚企业超600家。今年1至9月，设计、制造、封测核心三业营收总额突破1145亿元。最 新发布的2025年全球产业综合竞争力百强城市榜单中，无锡位列全球第十三、国内第三，产业规模位居 全省第一。未来，无锡将聚焦光刻胶、电子束量测装备等关键薄弱环节，聚力攻坚Chiplet、HBM、硅 光集成等前沿技术，构建既具备国际竞争力又安全可控的产业生态，为我国半导体产业自主可控发展做 出更大贡献。 活动现场，6项集成电路重点项目签约落地，总投资额26亿元，涵盖了半导体装备、材料、零部件等环 节。SEMI中国区总裁冯莉发布了"2025 年全球半导体设备产业发展趋势"，为行业发展提供了前瞻洞 察。无锡市工业和信息化局发布了集成电路新技术新产品，展示了无锡在光子芯片、车规级芯片等领域 的创新成果。连云港市工业和信息化局发布了半导体石英材料最新成果，体现了区域协同发展的新态 势。 园区推介环节 ...

Group 1 - The core viewpoint is that Xiaomi's President, Lu Weibing, indicated that the rising memory costs are a long-term trend driven by increased demand for HBM due to AI, rather than traditional cyclical fluctuations in the smartphone and laptop industries [1] - Lu Weibing mentioned that due to the rising storage costs, Xiaomi smartphones may see price increases next year [1]

Core Insights - Despite a strong Q3 2025 financial report, Xiaomi Group's stock price continues to face pressure, dropping over 30% since its peak in June 2025 [1] Financial Performance - Xiaomi reported Q3 revenue of 113.1 billion RMB, a year-on-year increase of 22.3%, marking the fourth consecutive quarter exceeding 100 billion RMB [4] - Adjusted net profit reached 11.3 billion RMB, a significant year-on-year increase of 80.9%, setting a historical high [4] - As of September 30, 2025, cash and cash equivalents stood at 35.5 billion RMB, with total cash reserves at 236.7 billion RMB [4] Business Highlights - The automotive and AI sectors emerged as key growth areas, with revenue from these segments reaching 29 billion RMB, a year-on-year increase of over 199%, including 28.3 billion RMB from automotive sales [4] - Xiaomi delivered a record 108,796 new vehicles in Q3, with an annual delivery target of 350,000 vehicles expected to be met [4] Challenges and Outlook - The company anticipates challenges in 2026, particularly regarding automotive gross margins, which may decline due to reduced purchase tax subsidies and increased competition in the automotive sector [6] - The gross margin for Xiaomi's smart electric vehicles and AI innovation business was reported at 25.5% for Q3 [6] - In the smartphone segment, revenue was 46 billion RMB, with global shipments reaching 43.3 million units, reflecting a year-on-year growth of 0.5% [6] - The company is addressing rising memory prices, attributed to increased demand from AI, by securing supply agreements for 2026 and considering price adjustments and product upgrades to manage cost pressures [6]

Group 1 - *ST Zhengping has been suspended for the third time in two months for verification [3] - China First Heavy Industries' Chairman Lu Wenjun has been arrested on suspicion of bribery [3] - Xiaomi Group reported a 22.3% year-on-year increase in revenue for the third quarter, with adjusted net profit rising by 80.9% year-on-year [3]

- The market experienced a broad decline today, with the CSI 2000 index performing relatively well among scale indices, and the SSE Composite Index performing better among sector indices[2][6] - The banking, real estate, textile and apparel, pharmaceutical, and comprehensive industries performed relatively well, while the electronics, communications, computer, media, and new energy industries performed poorly[2][7] - Market sentiment was relatively high today, with 90 stocks hitting the daily limit up and 9 stocks hitting the daily limit down at the close[2][12] - The financing balance as of November 13, 2025, was 24,882 billion yuan, and the securities lending balance was 184 billion yuan, with the total margin balance accounting for 2.5% of the market's circulating market value[2][17][20] - The ETF with the highest premium on November 13, 2025, was the Internet ETF Shanghai-Hong Kong-Shenzhen, with a premium of 0.59%, while the ETF with the highest discount was the Zhejiang Merchants Zhijiang Phoenix ETF, with a discount of 0.73%[3][21] - The median annualized discount rates for the main contracts of the SSE 50, CSI 300, CSI 500, and CSI 1000 index futures over the past year were 0.39%, 3.23%, 10.86%, and 13.33%, respectively[3][26] - The stock with the most institutional research over the past week was Boying Special Welding, which was researched by 79 institutions[4][28] - The top ten stocks with net inflows from institutional seats on the Dragon and Tiger List on November 14, 2025, included Time-Space Technology, Hailu Heavy Industry, Zhongyi Technology, Lianhua Technology, Kangzhi Pharmaceutical, Kangpeng Technology, Worth Buying, Chengda Pharmaceutical, Zhaoyi Innovation, and Minsheng Health[4][33]

Market Overview - The A-share market experienced a decline today, with the Shanghai Composite Index falling by 0.97% to close at 3990.49 points, the Shenzhen Component Index down by 1.93% to 13216.03 points, the Sci-Tech 50 Index decreasing by 2.72% to 1361.23 points, and the ChiNext Index dropping by 2.82% to 3111.51 points [1][10] - Overall, there were 1959 stocks that rose while 3320 stocks fell, with 164 stocks remaining unchanged. The total trading volume in the Shanghai and Shenzhen markets was 195.81 billion yuan, a decrease of 83.9 billion yuan compared to the previous trading day [1][10] Industry Performance - Among the Shenwan first-level industries, real estate, banking, and pharmaceutical sectors showed positive performance with increases of 0.39%, 0.26%, and 0.17% respectively. Conversely, the electronics, communication, media, non-ferrous metals, and computer sectors faced declines, with decreases of 3.09%, 2.46%, 2.16%, 1.99%, and 1.83% respectively [1][10] Concept Sector Performance - The top-performing concept sectors today included Cross-Strait Integration, SPD, Hainan Free Trade Port, Aquaculture, Antibiotics, Vaccines, BC Batteries, Photovoltaic Glass, Minimum Market Value, New Urbanization, Oil and Gas Exploration, Primary Real Estate Developers, Selected Traditional Chinese Medicine, Natural Gas, and Influenza [2][12]

Market Overview - The three major indices in China experienced collective adjustments, with the Shanghai Composite Index down 0.97%, Shenzhen Component Index down 1.93%, and ChiNext Index down 2.82% [1] - Over 2800 stocks in the two markets rose despite the overall decline [1] - The Asia-Pacific markets also fell, with Japan's Nikkei 225 down 1.77% and South Korea's KOSPI down 3.82% [1] Key Sectors Hainan Free Trade Zone - The Hainan Free Trade Zone sector showed strength, with stocks like Hainan Haiyao and Xinlong Holdings hitting the daily limit up, and Kangzhi Pharmaceutical also rising [3][4] - The positive sentiment is driven by the imminent closure of Hainan and the gradual release of favorable policies, including a "zero tariff" policy that benefits various transportation vehicles [3] Gas Sector - The gas sector performed well against the market trend, with Victory Shares achieving four consecutive limit-ups, and other companies like Changchun Gas and Shouhua Gas also rising [5][6] - The upcoming cold wave is expected to increase demand for gas, as the temperature is projected to drop significantly [6] Photovoltaic Sector - The photovoltaic industry chain remained active, with stocks like Qingyuan Shares hitting the daily limit up and significant gains in companies like Zhongxin Bo and Shangneng Electric [8][9] - The sector is buoyed by continuous favorable policies from the National Energy Administration and a positive outlook on price recovery amid industry competition [8] Institutional Insights - Debon Securities suggests that the market is likely to continue a volatile upward trend, recommending a balanced allocation across dividend, micro盘, and industry trend sectors [10] - China Galaxy Securities indicates that the current technology sector is undergoing adjustments, with a potential for a new upward trend as market hotspots rotate rapidly [11] - Guotai Junan believes that the A-share index will not experience significant adjustments, with expectations for the market to exceed previous highs by 2026 due to declining risk-free rates and ongoing capital market reforms [12]