近日，深圳市时创意电子股份有限公司（以下简称"时创意"）首次公开发行股票并上市辅导备案获证监 会披露，辅导机构为中信证券。此举标志着这家国家专精特新重点"小巨人"企业正式开启IPO进程，向 资本市场迈出关键一步。 | 辅导对象 | 深圳市时创意电子股份有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2008年7月31日 | | | | 注册资本 | 32.763.51 万元 | 法定代表人 | 倪黄忠 | | 注册地址 | 深圳市宝安区新桥街道新二社区新如路109号1 栋厂房一层至四层、七层、九 | | | | | 层至十九层 | | | | 控股股东及持股 | 倪黄忠、李慕妃为公司控股股东,两人为夫妻关系,合计控制公司 64.32%的股 | | | | 比例 | 份 | | | | 行业分类 | 计算机、通信和其他电 | 在其他交易场所(申请)挂牌 | 元 | | | 子设备制造业(C39) 或上市的情况 | | | | 备 注 | 不存在近3年内提交首次公开发行股票/存托凭证并上市申请被终止审查、不予 | | | | | 核准、不予注册的情况 | | | | 辅 ...

通过天眼查大数据分析，浙江星曜半导体有限公司共对外投资了6家企业，知识产权方面有商标信息23 条，专利信息181条，此外企业还拥有行政许可2个。 天眼查信息显示，浙江星曜半导体有限公司的股东为：温州宁宸科技有限公司、温州科隆开发建设有限 公司、广州华芯盛景创业投资中心（有限合伙）、北京中移数字新经济产业基金合伙企业（有限合 伙）、上海中移数字转型产业私募基金合伙企业（有限合伙）。 来源：市场资讯 12月4日，天眼查融资历程显示，浙江星曜半导体有限公司近日获得"C轮"融资，涉及融资金额过亿人 民币，投资机构为恒远煜基金，温州国投资本。 资料显示，浙江星曜半导体有限公司法定代表人为高安明，成立于2022年，位于温州市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本2769.078465万人民币，并已于2025年 完成了C轮，交易金额过亿人民币。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，荆门市格林美新材料有限公司，成立于2003年，位于荆门市，是一家以从事有色金属 冶炼和压延加工业为主的企业。企业注册资本843963.754883万人民币。通过天眼查大数据分析，荆门 市格林美新材料有限公司共对外投资了26家企业，参与招投标项目199次，专利信息1488条，此外企业 还拥有行政许可447个。 格林美股份有限公司，成立于2001年，位于深圳市，是一家以从事计算机、通信和其他电子设备制造业 为主的企业。企业注册资本512429.9057万人民币。通过天眼查大数据分析，格林美股份有限公司共对 外投资了26家企业，参与招投标项目27次，财产线索方面有商标信息237条，专利信息1392条，此外企 业还拥有行政许可22个。 国家知识产权局信息显示，荆门市格林美新材料有限公司、格林美股份有限公司取得一项名为"一种 PVD改性的正极材料及其制备方法和应用"的专利，授权公告号CN120089675B，申请日期为2025年3 月。 ...

作者：情报员 本文源自：市场资讯 国家知识产权局信息显示，浪潮电子信息产业股份有限公司取得一项名为"一种内存数据加载方法、设 备、介质及产品"的专利，授权公告号CN120780541B，申请日期为2025年9月。 天眼查资料显示，浪潮电子信息产业股份有限公司，成立于1998年，位于济南市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本147213.5122万人民币。通过天眼查大数据 分析，浪潮电子信息产业股份有限公司共对外投资了37家企业，参与招投标项目4218次，财产线索方面 有商标信息478条，专利信息5000条，此外企业还拥有行政许可13个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

国家知识产权局信息显示，联想（北京）有限公司申请一项名为"电子设备及电子设备的控制方法"的专 利，公开号CN121078693A，申请日期为2025年8月。专利摘要显示，本公开实施例公开了一种电子设 备及电子设备的控制方法，电子设备包括：壳体，具有容纳腔、以及与所述容纳腔连通的出风口；第一 发热件，设置于所述容纳腔内；导热组件，设置于所述容纳腔内；所述导热组件用于对所述第一发热件 导热至第一位置；第一风扇，设置于所述容纳腔内；所述第一风扇的全部吹风用于吹向所述第一位置； 第二风扇，设置于所述容纳腔内，所述第二风扇的至少部分吹风用于吹向所述容纳腔内的第一区域，以 降低所述壳体的温度；其中，所述第一区域与所述出风口的距离大于所述第一位置与所述出风口之间的 距离。 本文源自：市场资讯 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，联想（北京）有限公司，成立于1992年，位于北京市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本565000万港元。通过天眼查大数据分析，联想（北京） 有限公司共对外投资了107家企业，参 ...

Group 1 - Shanghai Daimai Zhichuang Robot Technology Co., Ltd. has been established with a registered capital of 100 million RMB, fully owned by Shanghai Daimai Automotive Interior Parts Co., Ltd. [1][2] - The company is engaged in the research and development of intelligent robots, manufacturing of industrial robots, special operation robots, service consumer robots, and smart basic manufacturing equipment [1][2] - The business scope includes the manufacturing of general equipment (excluding special equipment), electronic components manufacturing, mechanical parts processing, import and export of goods, and technology import and export [1] Group 2 - The company is classified under the manufacturing industry, specifically in the computer, communication, and other electronic device manufacturing sector [2] - The registered address of the company is located at 117 Hangtou Road, Building 1, 5th Floor, C Zone, Hangtou Town, Pudong New District, Shanghai [2] - The company is a limited liability company with a natural person investment or holding structure, and its business term is set until December 5, 2025, with no fixed duration thereafter [2]

Core Viewpoint - The Shanghai Composite Index rose by 0.37% this week, with 62 stocks experiencing a turnover rate exceeding 100% [1]. Turnover Rate Analysis - A total of 62 stocks had a turnover rate above 100%, while 258 stocks had a turnover rate between 50% and 100%, and 2085 stocks had a turnover rate between 10% and 50% [1]. - The computer industry had the highest number of stocks with a turnover rate over 100%, totaling 10 stocks, followed by the electronics and machinery equipment sectors with 9 and 6 stocks, respectively [1]. Notable Stocks - Beilong Precision had the highest turnover rate at 228.83%, with a weekly price increase of 12.99%. The stock was featured on the daily trading leaderboard four times due to a daily turnover rate of 30% and a daily closing price increase of 15%. Institutional investors net bought 8.52 million yuan, while retail investors net sold 22.64 million yuan. The stock experienced a net outflow of 0.37 billion yuan in main funds this week [1]. - Jingchuang Electric had a turnover rate of 217.26% but saw a price drop of 24.79%. It was featured on the trading leaderboard three times, with institutional investors net buying 4.39 million yuan and retail investors net selling 8.54 million yuan. The stock faced a net outflow of 85.43 million yuan in main funds [1][2]. - Jianglong Shipbuilding ranked third with a turnover rate of 184.81% and a net outflow of 1.67 billion yuan in main funds. The stock was featured on the trading leaderboard three times due to a daily turnover rate of 30% [2]. Market Performance - Stocks with a turnover rate over 100% averaged a weekly increase of 9.04%. Out of these, 45 stocks rose, with the highest increases seen in Zhaobiao Co. (58.43%), Aerospace Development (52.26%), and Hai Xin Food (31.91%). Conversely, 16 stocks declined, with Jingchuang Electric (-24.79%), Haike Xinyuan (-17.63%), and Nanguang Digital (-15.45%) leading the declines [2]. Earnings Forecasts - Among the stocks with a turnover rate over 100%, three announced annual performance forecasts. C China Uranium is expected to have a median net profit of 1.625 billion yuan, reflecting a year-on-year increase of 11.42% [2].

Market Overview - The three major stock indices collectively rose, with total market turnover exceeding 1.74 trillion yuan, an increase of over 170 billion yuan compared to the previous trading day [1] - Over 4,300 stocks closed higher, with 80 stocks hitting the daily limit up [1] - For the week, the Shanghai Composite Index rose by 0.37%, the Shenzhen Component Index by 1.26%, and the ChiNext Index by 1.86% [1] Weekly Top Gainers - More than 2,200 stocks rose this week, with 43 stocks increasing by 20% or more [2] - The biggest gainer was environmental stock Jiarong Technology, which rose by 67.18% [2] - Other notable gainers included Zhaobiao Co., Haiwang Bio, Aerospace Development, and Anji Food, all with gains exceeding 50% [2][3] Weekly Top Losers - Among the stocks that declined, 93 stocks fell by more than 10%, with *ST Lifang leading the decline at 48.21% [4] - Other significant losers included Binhai Energy, Inspur Software, and Yunzhu Technology, each with declines exceeding 20% [4][5] Institutional Activity - Institutions were net buyers in 60 stocks, with 12 stocks seeing net purchases exceeding 100 million yuan [6] - Beijing Junzheng topped the net buying list, with a net purchase of 250.78 million yuan and a weekly increase of 15.15% [6][8] - Conversely, institutions net sold 5 stocks with amounts exceeding 100 million yuan, led by Tongqinglou with a net sale of 202.25 million yuan [9][10] Sector Performance - The electronics sector had the highest number of stocks with gains over 20%, followed by light industry manufacturing, mechanical equipment, and electric power equipment [2] - The top-performing stocks in the electronics sector included Junya Technology and Longzhou Co., both with significant weekly increases [3] Notable Announcements - Baiwei Storage reported a reduction of 464,600 shares by the National Integrated Circuit Fund during a specified period [13] - Superjet Co. announced a reduction of 980,000 shares by its controlling shareholder [14] - Hengyin Technology signed a cooperation agreement to focus on the domestic GPU application [16]

Market Overview - In November, A-shares and Hong Kong stocks experienced a trend of high-low switching, with the ChiNext Index down 4.23% and the Hang Seng Tech Index down 5.23%[5] - The market's focus shifted towards defensive sectors as funds moved from high-valuation growth stocks to low-valuation cyclical stocks and dividend assets[5] Investment Strategy - December's market is expected to maintain an upward trend, with a short-term oscillating structure anticipated[5] - Key events include the Central Economic Work Conference and various industry conferences that may create investment opportunities[5] Key Investment Themes - Focus on "anti-involution" policies which are expected to improve industry performance, particularly in resource sectors benefiting from rising commodity prices[5] - Emphasis on overseas expansion themes, with Chinese high-end manufacturing expected to gain market share globally[5] Recommended Stocks - Zijin Mining (601899.SH) projected EPS growth from 1.21 in 2024 to 2.83 in 2027, with a PE ratio decreasing from 23.62 to 10.10[7] - Electric Power Investment (002128.SZ) expected to see EPS rise from 2.38 in 2024 to 2.75 in 2027, with a PE ratio decreasing from 10.9 to 9.45[27] Financial Performance - Zijin Mining's revenue is projected to grow from 303.64 billion yuan in 2024 to 381.84 billion yuan in 2027, with a net profit increase from 32.05 billion yuan to 75.22 billion yuan[18] - Electric Power Investment's revenue is expected to increase from 298.59 billion yuan in 2024 to 371.25 billion yuan in 2027, with net profit rising from 5.34 billion yuan to 6.17 billion yuan[27] Risk Factors - Risks include unexpected policy changes, underperformance in commercialization, and slower-than-expected product development[5]

Investment Rating - The industry investment rating is "Outperform the Market" [1][29] Core Viewpoints - The establishment of the Commercial Space Administration by the National Space Administration marks a new phase of high-quality development in China's commercial space industry, with a focus on space computing as a core area where AI and commercial space intersect [2][8] - The rapid evolution of artificial intelligence has significantly increased global demand for computing power, while traditional ground data centers face limitations such as energy consumption and land use, making space-based data centers a viable solution [15][16] - The successful launch of the first space computing satellite constellation by Guoxing Aerospace represents a significant milestone in the development of space computing capabilities [18][19] Summary by Sections Industry Investment Rating - The report rates the industry as "Outperform the Market," indicating expectations for the industry index to perform better than the benchmark index over the next 6-12 months [1][29] Key Developments - The National Space Administration has initiated the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)," aiming for significant advancements in the commercial space sector by 2027 [8][9] - Major tech companies like Google and OpenAI are entering the space computing arena, with projects aimed at enhancing satellite communication and processing capabilities [12][13] Demand Side - The demand for computing power is driven by the rapid advancement of AI, with space offering advantages such as abundant solar energy and superior cooling conditions compared to ground data centers [15][16] Technology Side - The successful launch of the Zhuque-3 rocket signifies the beginning of China's reusable rocket era, which is expected to lower launch costs and increase the frequency of satellite deployments [16][17] Industry Progress - The first space computing satellite constellation has been successfully launched, marking a significant step in establishing a space-based computing network capable of real-time data processing and analysis [18][19] - The construction of space data centers is anticipated to accelerate, creating new application scenarios and business models [22]