华尔街那波反弹到底靠不靠谱？之前在熊市边上晃了半年，现在突然因为逢低买盘热起来，别是短期炒 作吧？ 其实咱们掰扯掰扯数据和背后的逻辑，就能看明白些，这次不光是机构在动，不少中小投资者也从观望 改成主动进场了，能感觉到大家对反弹能持续，心里多少有了点底。 先看最实在的指数，标准普尔500指数从4月低点涨了35%还多，不光创了历史新高，现在都突破6750点 了； 纳斯达克100指数涨了1.2%，连小型股指数也跟涨1%，不是某几个板块独涨，是全市场都有点热度。 这里面科技股最显眼，英伟达CEO黄仁勋跟CNBC说，他们家Blackwell芯片需求非常非常高，就靠AI硬 件这核心优势，直接带着大型股往上走； 还有思科系统和博通，俩家在人工智能数据中心连接这块竞争得厉害，这也能看出来AI产业链是真活 跃，不是虚的。 我倒觉得，这次科技股能扛大旗，跟以前靠概念炒起来的不一样，AI硬件需求是实打实的，全球AI产 业都在落地，这才是反弹的底气，根基比单纯炒概念稳多了。 说到政策，这才是决定反弹能不能走远的关键。这次反弹能起来，一是企业本身韧性够，二是大家盼着 美联储能降息。 可偏偏赶上美国政府关门，最近没什么新的经济数据，投资 ...

Core Viewpoint - The transition of the manufacturing industry from "selling products" to "selling solutions" is being strongly supported by national policies, with a clear roadmap and timeline set until 2028 to enhance service-oriented manufacturing [1][2]. Summary by Sections Policy Framework - The Ministry of Industry and Information Technology and six other departments have issued the "Implementation Plan for Promoting Service-Oriented Manufacturing Innovation Development (2025-2028)", which outlines three core goals: establishing 20 service-oriented manufacturing standards, creating 50 leading brands, and building 100 innovation development hubs by 2028 [1]. Current Development Status - Service-oriented manufacturing has shown initial advantages in China, with the "China Service-Oriented Manufacturing Regional Development Index (2024)" indicating continuous growth from 2018 to 2023. Provinces like Zhejiang and Guangdong have taken the lead, with Zhejiang alone establishing 73 national-level service-oriented manufacturing demonstration enterprises [1]. Challenges - Key challenges include weak supply capabilities for critical technologies, an incomplete standard system, uneven application of typical models across industries, and difficulties in statistical monitoring, which hinder the large-scale advancement of service-oriented manufacturing [2]. Strategic Tasks - The plan includes seven core tasks aimed at systematically promoting service-oriented manufacturing, focusing on strengthening common technology breakthroughs and model innovations. It encourages enterprises to increase innovation investments and upgrade typical models such as shared manufacturing and personalized customization [3]. Industry Focus - The plan emphasizes "classified policies" to promote typical models in various sectors, including raw materials, equipment manufacturing, and consumer goods. It aims to enhance the competitive position of industries like new energy vehicles and machinery while improving quality and efficiency in sectors like steel and pharmaceuticals [4]. Implementation Actions - Three major special actions are proposed to facilitate the practical implementation of policies. The first action focuses on building a shared manufacturing platform that allows for collaborative production across multiple factories, which has already shown cost-saving benefits in practice [5]. Brand Development - The second action aims to cultivate 100 leading service-oriented manufacturing enterprises and 50 brands, establishing a brand evaluation system to promote exemplary cases and encourage leading enterprises to drive industry transformation [6]. Innovation in Application Scenarios - The third action is centered on demand-driven innovation, creating three categories of application scenarios that address production needs, consumer demands, and national strategic requirements, thereby enhancing collaboration between supply and demand sides [6].

生产性服务业的发展备受市场关注。对于如何培育壮大重点生产性服务业，根据工信部产业政 策与法规司发布的解读，生产性服务业为服务型制造提供技术研发、设计、信息、金融等多方 面的支持，要加大政策支持，优化产业发展生态，积极发展科技服务业、工业设计、软件和信 息服务、生产性金融服务、知识产权服务、节能环保服务、物流服务、咨询服务、售后服务、 人力资源服务等重点生产性服务业，为企业技术创新、生产经营、品牌打造等提供专业化服 务。 记者丨 冉黎黎 编辑丨周上祺 在分类推进服务型制造模式推广应用上，《实施方案》提及多个行业产业，其中提到，围绕原 材料、装备制造、电子制造、消费品等行业和安全生产领域，加强政策统筹、分类指导，推进 服务型制造典型模式广泛普及，及时总结提炼推广服务型制造新模式，促进服务要素更大范围 更宽领域更深层次融入制造业，充分发挥服务对制造的赋能作用。加大重点行业服务型制造发 展力度，推动巩固提升新能源汽车、工程机械、通信设备等产业优势地位，促进钢铁、石化、 医药、船舶等产业提质增效。 10月11日，工业和信息化部、人力资源社会保障部、商务部、市场监管总局、国家统计局、国 家知识产权局、中国工程院等七部门联 ...

（原标题：七部门发文推动服务深度嵌入制造业，涉及装备制造、消费品等行业） （资料图） 21世纪经济报道记者 周潇枭 见习记者 冉黎黎 北京报道 10月11日，工业和信息化部、人力资源社会保 障部、商务部、市场监管总局、国家统计局、国家知识产权局、中国工程院等七部门联合印发《深入推 动服务型制造创新发展实施方案（2025—2028年）》（以下简称《实施方案》）。 服务型制造是以客户需求为导向、以数智技术为支撑，通过创新优化生产组织形态、运营管理方式和商 业发展模式，将服务深度嵌入制造业产品全生命周期和各环节，延伸产业链、重塑价值链、构建新生 态，实现制造与服务融合发展的新型产业形态。 《实施方案》提出目标，到2028年，服务型制造在制造业高质量发展中的作用进一步增强。完成20项标 准制定，打造50个领军品牌，建设100个创新发展高地，服务型制造典型模式广泛普及、新模式不断涌 现，产业生态持续优化，重点领域生产性服务业保持快速发展，制造与服务全方位、宽领域、深层次融 合发展格局进一步完善，有力促进制造业优化资源配置、拓展发展新空间、延伸产业链、提升价值链， 为建成具有中国特色、世界水平的服务型制造体系奠定坚实基础 ...

Core Viewpoint - The article emphasizes the importance of promoting service-oriented manufacturing innovation from 2025 to 2028, focusing on enhancing green and low-carbon services, optimizing production processes, and integrating advanced manufacturing with modern services to improve competitiveness and resilience in the industry [3][4]. Summary by Sections Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to implement the spirit of the 20th National Congress of the Communist Party, focusing on building a modern industrial system centered on advanced manufacturing and deepening the integration of information technology and industrialization [3][4]. Main Tasks - **Strengthening Key Technologies and Model Innovation**: The plan includes a list of key common technologies for service-oriented manufacturing, encouraging enterprises to increase innovation investments and promote the application of integrated research and development [4][5]. - **Cultivating Key Productive Service Industries**: The strategy aims to enhance the supply capacity of productive services, including technology services, industrial design, software and information services, financial services, and intellectual property services [7][9]. - **Promoting Service-Oriented Manufacturing Models**: The focus is on advancing service-oriented manufacturing models across various industries, including raw materials, equipment manufacturing, and consumer goods, to enhance service integration [9]. Specific Actions - **Building Shared Manufacturing Platforms**: The initiative encourages the establishment of shared manufacturing platforms that consolidate production resources and enhance service functionalities [10]. - **Standard System Construction**: The plan emphasizes the development of a unified and comprehensive standard system for service-oriented manufacturing, promoting industry-specific standards and encouraging enterprises to adopt these standards [11]. - **Enhancing Business Vitality**: The strategy aims to foster collaboration among leading enterprises and support small and medium-sized enterprises in their digital transformation [12]. Brand Development - The initiative supports the creation of service-oriented manufacturing brands, aiming to cultivate 100 leading enterprises and 50 flagship brands by enhancing brand management and market promotion [13]. Innovation Development High Grounds - The plan encourages local governments to focus on characteristic industries and establish 100 innovation development high grounds for service-oriented manufacturing, promoting policy coordination and innovation applications [14]. Application Scenario Innovation - The strategy promotes the creation of integrated application scenarios that cater to production and consumer needs, enhancing the digital integration of the consumer goods industry [15]. Foundation for Development - The initiative highlights the importance of strengthening new information infrastructure and promoting the integration of 5G and industrial internet technologies to enhance data resource utilization [17].

围绕原材料、装备制造、电子制造、消费品等行业和安全生产领域，加强政策统筹、分类指导，推进服 务型制造典型模式广泛普及，及时总结提炼推广服务型制造新模式，促进服务要素更大范围更宽领域更 深层次融入制造业，充分发挥服务对制造的赋能作用。加大重点行业服务型制造发展力度，推动巩固提 升新能源汽车、工程机械、通信设备等产业优势地位，促进钢铁、石化、医药、船舶等产业提质增效。 新京报贝壳财经讯 工业和信息化部等七部门近日联合印发《深入推动服务型制造创新发展实施方案 （2025—2028年）》，提出分类推进服务型制造模式推广应用。 编辑 王进雨 ...

Core Viewpoint - The Ministry of Industry and Information Technology and six other departments issued a notice on the "Implementation Plan for Deepening the Innovation and Development of Service-Oriented Manufacturing (2025-2028)", emphasizing the integration of advanced manufacturing and modern services to enhance competitiveness and resilience in the manufacturing sector [1][2]. Summary by Sections Overall Requirements - The plan aims to enhance the role of service-oriented manufacturing in high-quality development by 2028, including the establishment of 20 standards, 50 leading brands, and 100 innovation development hubs [3]. Main Tasks - Key tasks include strengthening common technology research, fostering production service industries, promoting service-oriented manufacturing models, and enhancing the standard system [4][5][6][7][9]. Specific Initiatives - The plan outlines initiatives such as building shared manufacturing platforms, enhancing industrial design, and developing software and information services to support digital transformation [8][5][6]. Support Measures - The plan emphasizes policy support, public service improvement, talent development, and international cooperation to facilitate the growth of service-oriented manufacturing [15][16][17][19]. Infrastructure Development - It highlights the need for new information infrastructure, including the integration of 5G and industrial internet, to support the application of computing power in various industries [14]. Brand Development - The initiative includes actions to enhance service-oriented manufacturing brands, aiming to cultivate 100 leading enterprises and 50 flagship brands [11][12]. Innovation and Ecosystem - The plan encourages the establishment of innovation development hubs and the promotion of successful service-oriented manufacturing practices across different sectors [13].

Group 1 - Lianhua Holdings expects a net profit of 250 million to 280 million yuan for the first three quarters of 2025, representing a year-on-year increase of 51.39% to 69.55% [1] - Yuexiu Capital anticipates a net profit of 2.922 billion to 3.094 billion yuan for the first three quarters of 2025, with a year-on-year growth of 70% to 80% [2] - Dongxin Co., Ltd. plans to transfer 3% of its shares, totaling 13.2675 million shares, due to the shareholders' funding needs [3] Group 2 - China Unicom intends to reduce its shareholding by up to 1.2%, amounting to a maximum of 375 million shares, between November 3, 2025, and February 3, 2026 [5] - Wavelength Optoelectronics' director plans to sell up to 180,400 shares, representing 0.16% of the total share capital, due to personal funding needs [7] - Hubei Energy reported a power generation of 3.138 billion kWh in September, a year-on-year decrease of 21.18% [9] Group 3 - Dongyangguang expects a net profit of 847 million to 937 million yuan for the first three quarters of 2025, reflecting a year-on-year increase of 171.08% to 199.88% [19] - Dao's Technology reported a net profit of 415 million yuan for the first three quarters of 2025, a year-on-year increase of 182.45% [20] - Lianhua Technology plans to acquire 20% equity of Hubei Juntai Pharmaceutical for 25 million yuan, achieving full ownership [21] Group 4 - Tongyu Communication is establishing a special fund in collaboration with Shenzhen Chengdian Dwei, aiming to invest in a leading low-orbit satellite internet company [23] - New Life plans to acquire 100% equity of Jinnan Magnetic Materials for 1.054 billion yuan, with the transaction expected to constitute a major asset restructuring [25] - Nengke Technology intends to raise 1 billion yuan through a private placement for the development of AI platforms and tools [26]

Core Points - The company will hold a performance briefing on October 21, 2025, from 10:00 to 11:00 AM to discuss its 2025 semi-annual results and financial status [2][3][4] - Investors can submit questions from October 14 to October 20, 2025, through the Shanghai Stock Exchange Roadshow Center website or via the company's email [2][4][5] - The briefing will be conducted in an interactive online format, allowing for real-time communication between the company and investors [3][4] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [2][4] - The company aims to address common investor concerns during the briefing [3][4] - Contact information for inquiries includes a phone number and email address for the company's securities department [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603083 证券简称：剑桥科技 公告编号：临2025-060 上海剑桥科技股份有限公司 关于香港联交所审议公司发行境外 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 上海剑桥科技股份有限公司（以下简称"公司"）正在进行申请发行境外上市外资股（H股）股票并在香 港联合交易所有限公司（以下简称"香港联交所"）主板挂牌上市（以下简称"本次发行上市"）的相关工 作。香港联交所上市委员会于2025年10月9日举行上市聆讯，审议公司本次发行上市的申请。 公司本次发行上市的独家保荐人已于2025年10月2日收到香港联交所向其发出的信函，其中指出香港联 交所上市委员会已审阅公司的上市申请，但该信函不构成正式的上市批准，香港联交所仍有对公司的上 市申请提出进一步意见的权力。 公司本次发行上市尚需取得香港证券及期货事务监察委员会和香港联交所等相关监管机构、证券交易所 的最终批准，该事项仍存在不确定性。公司将根据该事项的进展情况依法及时履行信息披露义务，敬请 广大投资者注意投资风险。 ...