Core Viewpoint - The company, Xiechuang Data, has made significant progress in its industrial layout, particularly in the storage business, which has led to a substantial increase in stock price and steady growth in operating performance [1][4][7]. Group 1: Industrial Layout and Performance - Xiechuang Data has established a full-chain industrial layout from storage chip testing to storage module assembly, with multiple types of storage products achieving mass shipments [1][5]. - Since its listing in 2020, the company has experienced continuous growth in revenue and net profit, with a net profit of 432 million yuan in the first half of 2025, surpassing the total for 2022 and 2023 combined [1][8]. - The company has accelerated its internationalization strategy, planning a Hong Kong IPO to optimize overseas business layout and enhance foreign financing capabilities [1][9]. Group 2: Stock Performance - Despite a recent decline in stock price, Xiechuang Data's stock has doubled in the past two months, with a price increase of 121.62% from 76.89 yuan on August 8, 2025, to 170.40 yuan on October 10, 2025 [2][3]. - The stock price has increased nearly 25 times since its initial offering price of 9.3 yuan, reflecting strong market performance [2][3][4]. Group 3: Revenue Growth and International Market - The company's overseas revenue accounted for 48.32% of total revenue in the first half of 2025, with a year-on-year growth of 41.71%, indicating a stable development in international markets [1][9]. - Xiechuang Data has invested in factories in Southeast Asia and has established a presence in regions such as the Philippines, Thailand, and the United States, contributing significantly to its revenue [9].

减持并非孤例，此前公司股东汇文添富、汇文运通及齐梁等一致行动人已累计套现至少1.52亿元。 九联科技的资本运作节奏令人玩味。2025年10月10日，公司董事会审议通过了1.82亿元定增预案，其中约1.27亿元将用于鸿蒙生态智能终端与通信模块研发及产业化项目，其余5453.1万元用 然而，几乎在同一时间轴上，股东、高管减持计划也在同步推进。2025年7月4日，九联科技公告股称，大股东、董事、董事会秘书、副总经理胡嘉惠计划减持不超600万股；公司股东、董事、 2025 年 8 月 5 日-2025 年 8 月 6 日，胡嘉惠通过大宗交易及集中竞价方式累计减持所持有公司股份 1，182，000 股，占公司股本的 0.23640%。 九联科技的传统业务正面临严峻挑战。公司主要产品智能网络机顶盒市场需求显著放缓，导致业绩持续承压。 2022年至2025年上半年，九联科技实现营业收入分别为24.03亿元、21.71亿元、25.08亿元和11.01亿元，但归属于母公司股东的净利润却从2023年开始转亏，分别为6033.48万元、-1. 毛利率数据同样不容乐观。2022年至2025年上半年，九联科技的毛利率分别为20.57% ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 丹麦首相提议禁止15岁以下人群使用社交媒体 当地时间10月7日，丹麦首相弗雷泽里克森提议禁止15岁以下未成年人使用社交媒体。她表示，手机和 社交媒体导致儿童出现焦虑、接触不良信息等诸多问题。弗雷泽里克森当天在议会发言时提及这一计 划，但没有披露细节，例如禁令所涉社交媒体包含哪些网站或手机应用、实施时间表以及实施细则等。 （央视新闻） 大疆回应部分产品降价千元争议 10月9日，上海市政府常务会议原则同意《上海市智能终端产业高质量发展行动方案（2026-2027 年）》。方案指出，要抢抓机遇，以技术创新和生态培育为核心，全力打造具有全球影响力的消费级终 国际数据公司（IDC）发布的《全球季度个人计算设备追踪报告》初步结果显示，2025年第三季度全球 传统PC市场加速增长9.4%。联想集团以1940万台出货量、25.5%市场份额蝉联全球PC市场第一，同比 增长17.3%，增速显著高于市场平均水平。此外，联想25/26财年Q1的AI PC出货量已占整体 ...

记者 孟群舒 市委副书记、市长龚正10月9日主持召开市政府常务会议，要求在市委坚强领导下，进一步提升基 层应急管理能力；推动智能终端产业高质量发展；支持科技领军企业做优做大做强。 会议原则同意《上海市智能终端产业高质量发展行动方案（2026—2027年）》并指出，要抢抓机 遇，以技术创新和生态培育为核心，全力打造具有全球影响力的消费级终端品牌。要聚焦技术攻关，夯 实底层技术支撑能力，鼓励终端企业与芯片、算法企业联合攻关，构建更加安全高效的产业链供应链体 系。要锚定细分赛道，抢抓新终端机遇，抢占新蓝海市场，引领行业集群化、规模化发展。要坚持数据 驱动，释放终端数据价值，构建"产品+场景+生态"融合竞争优势，将"上海智造"打造为引领产业高质量 发展的新标杆。 会议原则同意《上海市关于培育壮大科技领军企业的实施意见》并指出，要加快健全科技领军企业 培育机制，引领带动产业链向全球价值链高端攀升。要前瞻布局，努力在主赛道中实现突围，在新赛道 上加速超车，加快提升企业自主创新能力与核心竞争力，培育更多未来产业生态主导型领军企业。要完 善梯度培育，建立市区联动、协同推进的联络保障工作机制，提供更有针对性、差异化、定制化的政 ...

最近发改委的发布会让我想起一个有趣的现象：每次政策利好出台，总有一批散户兴冲冲地冲进去，结果往往事与愿违。这不， 新一代智能终端概念刚火起来，我身边就有朋友栽了跟头。 看看这只票的走势，是不是很诱人？快速拉升后的回调，像极了"空中加油"。很多人会想：上次调整后直接涨停，这次肯定也能 复制。 看着发改委发布的四大应用场景和三大推进举措，确实让人心潮澎湃。工业质检、智能家居、健康管理、安防巡逻…每一个都是 万亿级市场。但作为一个在资本市场摸爬滚打多年的老手，我更关心的是：这些利好真的能转化为股价上涨吗？ 记得去年某次重大政策发布后，相关概念股集体高开低走，追高的散户至今还没解套。这让我深刻认识到：在股市里，政策和股 价之间永远隔着一道看不见的墙——机构资金的态度。 说到这儿，不得不提牛市里最常见的四个坑： 我有个朋友老张就栽在第三个陷阱上。去年他重仓了一只连续涨停的"明星股"，理由是"强者恒强"。结果呢？股价腰斩后再腰 斩。 1. 持股待涨：总觉得好股票会一直涨，结果错过最佳离场时机 2. 只做热点：盲目追逐政策利好，不看资金动向 3. 强者恒强：认为涨得好的会一直好，最后接最后一棒 4. 超跌反弹：贪便宜买跌得 ...

Industry Investment Rating No information provided regarding the industry investment rating. Core Viewpoints - The Ministry of Industry and Information Technology and five other departments issued the "Work Plan for Steady Growth of the Machinery Industry (2025 - 2026)", aiming for the machinery industry to maintain a stable and positive development trend from 2025 to 2026, with an average annual revenue growth rate of about 3.5% and revenue exceeding 10 trillion yuan [1]. - The National Development and Reform Commission will focus on the science - technology and AI industries, formulating development guidelines for smart terminals and agents, opening up industry scenarios, and providing computing power subsidies. A new policy - based financial instrument worth 500 billion yuan will be used to supplement project capital [1]. Summary by Directory 1. Industry Overview Upstream - Black: Glass prices have rebounded significantly [2]. - Energy: International oil prices have rebounded [2]. Midstream - Chemical: The polyester operating rate is at a medium level [3]. - Energy: Coal consumption by power plants has remained stable [3]. Downstream - Real Estate: The sales of commercial housing in second - tier cities have slightly rebounded [4]. - Services: The number of domestic flights has increased [4]. 2. Key Industry Price Indicators | Industry Name | Indicator Name | Price on 9/29 | YoY Change | | --- | --- | --- | --- | | Agriculture | Spot price of corn | 2288.6 yuan/ton | 0.00% | | | Spot price of eggs | 7.4 yuan/kg | - 4.77% | | | Spot price of palm oil | 9248.0 yuan/ton | 3.08% | | | Spot price of cotton | 14982.5 yuan/ton | - 1.17% | | | Average wholesale price of pork | 19.3 yuan/kg | - 1.28% | | Non - ferrous Metals | Spot price of copper | 82271.7 yuan/ton | 2.54% | | | Spot price of zinc | 21618.0 yuan/ton | - 1.48% | | | Spot price of aluminum | 20700.0 yuan/ton | - 0.61% | | | Spot price of nickel | 122050.0 yuan/ton | 0.04% | | | Spot price of aluminum | 16856.3 yuan/ton | - 1.14% | | Ferrous Metals | Spot price of rebar | 3176.0 yuan/ton | 0.27% | | | Spot price of iron ore | 806.7 yuan/ton | - 1.51% | | | Spot price of wire rod | 3357.5 yuan/ton | - 1.54% | | | Spot price of glass | 15.4 yuan/square meter | 7.90% | | Non - metals | Spot price of natural rubber | 14775.0 yuan/ton | - 0.73% | | | China Plastic City price index | 790.0 | - 0.17% | | | Spot price of WTI crude oil | 65.7 dollars/barrel | 5.32% | | Energy | Spot price of Brent crude oil | 69.2 dollars/barrel | 4.82% | | | Spot price of liquefied natural gas | 3828.0 yuan/ton | 0.90% | | | Coal price | 793.0 yuan/ton | 1.02% | | | Spot price of PTA | 4612.5 yuan/ton | - 0.30% | | Chemical | Spot price of polyethylene | 7345.0 yuan/ton | - 0.14% | | | Spot price of urea | 1621.3 yuan/ton | - 2.04% | | | Spot price of soda ash | 1262.5 yuan/ton | 0.00% | | Real Estate | National cement price index | 135.1 | 0.63% | | | Building materials composite index | 113.3 points | - 1.19% | | | National concrete price index | 91.7 points | - 0.01% | [36]

副市长、市知联会会长李凤芝参加调研。 会议要求全体会员，一是认清人才智力是科创第一资源，当好招才引智"宣传员"和"联络员"，助推 智力资源对接产业攻关、补链需求。二是聚焦三大发力点：攻坚智能终端、集成电路等领域"卡脖子"技 术，搭建跨领域平台；推动高校、科研院所对接市科技企业，加速成果转化；围绕政策完善、知识产权 保护等建言，优化创新生态。三是务实提升贡献度，立足岗位建功，企业家做强企业，专家学者多出成 果；知联会发挥平台作用，多组织小型、精准、深入的调研和研讨活动；关注青年人才培养。 郑州市党外知识分子联谊会近日到金水区山谷网安科技股份有限公司开展""专题调研，随后召开座 谈会，围绕郑州建设"科创强市"目标展开深入探讨。 会议强调，郑州正处于科技创新驱动新阶段，市委全会提出建设"七个强市"目标，科技创新人才是 关键因素。市知联会汇聚全市多领域优秀人才，是宝贵的人才库与智囊团。 ...

上海百强企业净利润增长24.84% 在榜单中，民营经济表现抢眼。民营百强企业营业收入合计首次突破3万亿元，达到3.3万亿元，比上年 增加2771亿元，增长率9.26%；净利润合计2245.5亿元，比上年增加920.7亿元，增长率高达69.50%。分 析指出，民营百强企业的强势增长，主要得益于新兴产业的拉动，其中净利润增加额前10名企业中，有 8家企业为新兴产业公司，显示出上海民企的活力更加旺盛。 此外，新兴产业百强延续了高速增长态势，营业收入总额首次站上2万亿元台阶，达到2.2万亿元；净利 润1953.7亿元，增长率达到72.47%。相比之下，2021年首次发布的新兴产业百强榜上，企业营业收入总 额不足9000亿元。5年来，以中芯国际、韦尔股份、中微半导体为代表的优秀制造业企业和以拼多多、 美团、携程为代表的服务业企业持续保持的高速发展状态，为上海新兴产业百强榜的持续走高注入了源 源不断的动力，支撑起上海百强成长发展的成绩单，也成为上海新兴产业发展的风向标。 值得一提的是，从产业结构来看，信息技术产业是新兴产业中的绝对领跑者。上榜的47家信息技术公司 合计实现营业收入1.5万亿元，同比增长19.14%，贡献了 ...

Core Viewpoint - The third National Skills Competition held in Zhengzhou, Henan, showcased the transformation of China's industrial structure, emphasizing the integration of traditional skills with digital technology, and highlighted the region's role in advancing skilled talent development [3][4][9]. Event Overview - The competition took place from September 19 to 23, attracting 3,420 participants from 35 delegations across the country [1][3]. - The event featured 106 competition items, with over 50% focused on advanced manufacturing and cutting-edge technologies such as artificial intelligence and industrial internet [3][4]. Industry Transformation - The competition's structure reflects a shift from traditional manufacturing to intelligent manufacturing, indicating a deep integration of digital technology into vocational skills [4][5]. - New competition categories, including those related to rural revitalization and social services, demonstrate a diversification in skill development [3][5]. Talent and Education - The average age of participants was 24, with a significant representation of highly educated individuals: 13 PhDs, 286 Master's, and 843 Bachelor's degree holders, accounting for 33% of the competitors [5][9]. - The event highlighted the growing demand for skilled talent in emerging industries, with a focus on integrating education and practical skills [9][10]. Regional Economic Impact - The National Skills Competition is expected to have a positive impact on the economic development of Zhengzhou and the broader Henan region, fostering a symbiotic relationship between skills development and industrial growth [9][10]. - Zhengzhou aims to become an "international innovation talent center" and has attracted nearly 110,000 young talents, with a total skilled workforce of 136,000 [9][10]. Industry Clusters - Zhengzhou has developed significant industrial clusters, particularly in advanced manufacturing, with major companies like BYD and Foxconn establishing operations in the region [7][9]. - The presence of these companies creates substantial demand for skilled labor, further enhancing the region's attractiveness for talent [7][9].

Core Viewpoint - The article highlights the emergence of "invisible champion" companies driven by technological innovation in Shenzhen's Meilin Street, with HeMiao Communication being a notable example of success in the ODM sector, achieving significant global market presence and client trust [1][4]. Company Overview - HeMiao Communication, established in the early 2000s, focuses on ODM for communication devices, initially targeting emerging markets like India and Africa, and has expanded its operations globally, achieving an annual shipment of over 20 million units and serving clients in over 40 countries [1][4]. - The company went public on the Hong Kong Stock Exchange in 2019, marking a significant milestone in its growth trajectory [4]. Market Strategy - In response to market uncertainties and profit dilution in the smart terminal industry, HeMiao Communication emphasizes operational efficiency and market diversification, expanding into regions like the Middle East and Latin America to mitigate risks [4][6]. - The company is transitioning from a traditional equipment supplier to an integrated solution provider, offering "hardware + services" and embedding itself deeper into the customer value chain [4][5]. Technological Focus - HeMiao Communication is prioritizing AIoT and smart home technologies, establishing a research and development center in Shenzhen to enhance its capabilities in artificial intelligence modules and terminal devices [5][6]. Domestic Market Development - The company has evolved from a traditional OEM to a strategic partner for leading domestic tech firms, leveraging its reliable product delivery to secure collaborations with major players like Baidu, Meituan, and Zhongxing [6][8]. - HeMiao Communication's ability to provide stable and responsive solutions has been key to its transformation into a strategic partner rather than just a low-cost manufacturer [8]. Client Collaboration - In 2023, HeMiao Communication secured a customized order from Baidu, meeting stringent requirements for rapid delivery and high-volume stability, which positioned the company at the core of the domestic AIoT ecosystem [7]. - The company has also excelled in partnerships with Meituan and educational technology firms, demonstrating a commitment to understanding client needs and delivering tailored solutions [7][8]. Leadership and Social Responsibility - The Vice President of HeMiao Communication, Zhang David, also serves as a member of the local government, advocating for policies that support the tech industry and small businesses, reflecting a commitment to social responsibility alongside business success [9][10]. - Zhang emphasizes the importance of contributing to China's manufacturing reputation and fostering a sense of curiosity and global perspective among future generations [9].