天眼查App显示，近日，厦门永祥裕电子有限公司成立，法定代表人为黄芳强，注册资本100万人民 币，经营范围为一般项目：电子产品销售；机械零件、零部件销售；金属结构销售；电力电子元器件销 售；电子元器件零售。（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）许可项目：国 营贸易管理货物的进出口。（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 目以相关部门批准文件或许可证件为准）。 ...

Core Viewpoint - The company, through its wholly-owned subsidiary Ningbo Shangrong Logistics Co., Ltd., has established a joint venture investment fund with a professional institution, indicating a strategic move to diversify its investment portfolio and engage in the technology sector [1] Group 1: Company Actions - Ningbo Shangrong has invested RMB 100 million to form a joint venture with Suzhou Industrial Park Lanpu Venture Capital Management Partnership, creating the Suzhou Industrial Park Xincheng Venture Capital Partnership [1] - Ningbo Shangrong holds a 55.60% investment share in the newly established Suzhou Xincheng fund [1] Group 2: Market Developments - Beijing Angrui Microelectronics Technology Co., Ltd. is set to go public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 16, 2025, with a total of 24,882,922 shares being issued [1] - After the IPO, the total share capital of Angrui Microelectronics will be 99,531,688 shares [1] Group 3: Investment Holdings - Suzhou Xincheng holds 257,706 shares of Angrui Microelectronics, representing 0.2589% of the total share capital post-IPO [1] - The shares held by Suzhou Xincheng are subject to a 12-month transfer restriction from the date of Angrui Microelectronics' listing [1]

Core Insights - The report highlights the rising prices of phosphate fertilizers and polyurethane, indicating a focus on the chemical industry amidst internal competition and chromium salt demand [3][5][29] - The report suggests that the ongoing tensions in Sino-Japanese relations may accelerate the domestic substitution of semiconductor materials, particularly in the context of high market share held by Japanese suppliers [4][29] - The chemical industry is expected to experience a significant transformation, with a shift from being a "cash-consuming" sector to a "cash-generating" one, driven by changes in supply dynamics and potential increases in dividend yields [5][29] Industry Summaries Phosphate and Chromium Salt - The chemical industry index shows a slight decline, with the current index at 91.63, down 0.18 from the previous week [3] - The chromium salt sector is experiencing a value reassessment due to increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [5][6] Chemical Industry Opportunities - Key opportunities identified include low-cost expansion in companies like Wanhua Chemical and Hualu Hengsheng, and sectors such as oil and coal chemicals, organic silicon, and glyphosate [6][7] - The report emphasizes the importance of high dividend yields in state-owned enterprises within the chemical sector, recommending investments in companies like China Petroleum and China National Chemical [8] New Materials Sector - The new materials sector is highlighted as a critical growth area, with a focus on electronic chemicals, aerospace materials, and biodegradable plastics, driven by rapid demand growth and policy support [35][41][46] - The establishment of a national-level platform for polysilicon capacity integration is expected to reshape the competitive landscape of the silicon material industry [42][43] Automotive Industry - The automotive sector is projected to continue its growth trajectory, with a focus on new energy vehicles and high-end models, supported by favorable policies and market conditions [49][50] - The report notes that the automotive industry index outperformed the broader market, with significant growth in electric vehicle sales [52] Bond Market Insights - The report discusses the decline in trading volume for 10-year government bonds, suggesting a shift in investor preference towards longer-duration bonds, influenced by the current low-interest-rate environment [30][31][32]

Core Viewpoint - Weifeng Electronics (301328) emphasizes its commitment to high-reliability, high-frequency, and high-speed connectors, asserting that its core technologies and products lead the industry in key metrics such as transmission speed and precision manufacturing [1] Group 1: Business Operations - The company is actively engaged in various sectors including industrial control, automotive, photovoltaic, and energy storage [1] - All business operations and management activities are progressing in an orderly manner [1] Group 2: Market Performance - The stock price fluctuations in the secondary market are influenced by multiple factors [1] - The company aims to continuously improve operational efficiency and steadily enhance intrinsic value [1] Group 3: Shareholder Interests - The company is dedicated to maintaining long-term interests for its shareholders [1]

格隆汇12月15日丨锦富技术(300128.SZ)在互动平台表示，公司近期已收到客户下发的关于B300/GB300 液冷模组的液冷板部件小批量订单，主要用于相关液冷模组量产前试产验证，订单量及订单金额较小。 B300/GB300液冷模组能否按计划量产、公司能否获得其液冷板部件订单及获得的订单量（如有）均存 在一定不确定性，敬请投资者理性决策，注意投资风险。 ...

格隆汇12月15日丨锦富技术(300128.SZ)在互动平台表示，公司近期已收到客户下发的关于B300/GB300 液冷模组的液冷板部件小批量订单，主要用于相关液冷模组量产前试产验证，订单量及订单金额较小。 B300/GB300液冷模组能否按计划量产、公司能否获得其液冷板部件订单及获得的订单量（如有）均存 在一定不确定性，敬请投资者理性决策，注意投资风险。 ...

捷邦科技公告称，公司于2025年12月15日召开董事会，审议通过使用部分闲置募集资金及自有资金进行 现金管理的议案。公司拟使用不超3.5亿元闲置募集资金（含超募资金）和不超2.9亿元自有资金投资， 期限自股东会审议通过之日起12个月，额度内资金可循环滚动使用，该议案尚需股东会审议。截至2025 年9月30日，公司未使用募集资金余额3.55亿元，其中超募资金0.39亿元。 ...

期货交易咨询业务资格：证监许可【2011】1285号 华联期货宏观年报 新质生产力加速培育 内需民生政策精准发力 20251215 作者：石舒宇 0769-22116880 从业资格号：F03117664 交易咨询号：Z0022772 审核：姜世东，从业资格号:F03126164，交易咨询号：Z0020059 请务必阅读正文后的免责声明。本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 年度观点及策略 请务必阅读正文后的免责声明。本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 中央经济工作会议 请务必阅读正文后的免责声明。本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 | | 2025 | 2024 | 2023 | 2022 | | --- | --- | --- | --- | --- | | 1 | 提振消费、城乡居民增收、 | 提振消费、提高投资效益、扩 | 新质生产力、现代化产业体系 | 科技创新现代化产业，数字经 济、人工智能，创业投资、股 | | | ...

近日，澳弘电子发布关于开展外汇衍生品交易业务的公告。公告显示，常州澳弘电子股份有限公司为防 范和控制外币利汇率风险，结合实际业务需要，拟在董事会审议通过之日起12个月内开展外汇衍生品交 易业务，交易品种包括远期结售汇、外汇掉期、外汇期权等，预计动用的交易保证金和权利金上限不超 过7,000万元人民币，任一交易日持有的最高合约价值不超过8亿元人民币，资金来源为自有资金。该事 项已经公司第三届董事会第九次会议审议通过，无需提交股东大会审议。公司强调不以投机为目的，存 在市场、流动性、信用和操作等风险，并制定了相应风控措施。 截至2025年12月15日收盘，澳弘电子（605058）报收于29.29元，较前一交易日下跌1.68%，最新总市值 为41.86亿元。该股当日开盘29.51元，最高29.78元，最低29.19元，成交额达8897.97万元，换手率为 2.11%。 最新公告列表 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 《澳弘电子关于开展外汇衍生品交易业务的公告》 《澳弘电子向不特定对象发行可转换公司债券网上中签结果公告》 ...

天眼查App显示，近日，青岛星聚恒电子有限公司成立，法定代表人为李兴菊，注册资本100万人民 币，经营范围为一般项目：电子产品销售；电子元器件批发；电线、电缆经营；金属制品销售；塑料制 品销售；金属丝绳及其制品制造；机械零件、零部件加工；通用零部件制造；技术服务、技术开发、技 术咨询、技术交流、技术转让、技术推广。（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）。 ...