答：我们注意到你提到的报道。中方已多次强调，荷方对安世半导体企业内部事务的不当行政干预，已 导致全球半导体供应链危机，荷方必须对此承担全部责任。令人困惑的是，面对全球业界焦虑和不安， 荷方依然无动于衷固执己见，完全没有展现出对全球半导体产供链安全负责任的态度，更没有任何实质 性行动。中方再次呼吁，荷方切勿一意孤行，应立即纠正错误，为恢复全球半导体产供链的稳定与安全 扫清障碍。 有记者问：近日，荷兰经济大臣卡雷曼斯接受荷兰媒体采访时称，对安世半导体采取强硬措施确有必 要。请问商务部新闻发言人对此有何评论？ ...

Group 1: Automotive Industry - Chinese automotive manufacturers are expected to surpass Japanese manufacturers in global new car sales by 2025, with an estimated 17% year-on-year growth in 2023, reaching approximately 27 million vehicles sold [2] - Japan's automotive sales are projected to remain flat compared to last year, slightly below 25 million vehicles, indicating a significant shift in market leadership [2] - In 2023, China became the world's largest automotive exporter with 4.91 million vehicles exported, marking a pivotal moment in the global automotive landscape [2][3] - The rise of Chinese domestic brands is attributed to increased recognition both domestically and internationally, alongside intense competition within the Chinese automotive industry [2] Group 2: Aviation Industry - 吉祥航空 and 春秋航空 announced orders for a total of 55 Airbus A320 series aircraft, valued at approximately $8.2 billion, to be delivered between 2028 and 2032 [4] - The orders are seen as a coordinated purchase strategy to secure better pricing, reflecting a trend in the aviation sector towards bulk purchasing [4] - The domestic aviation market is characterized by high passenger load factors but low ticket prices, aligning with the operational strategies of 吉祥航空 and 春秋航空 [5] Group 3: AI Industry - Meta has acquired AI startup Manus for several billion dollars, marking its third-largest acquisition to date [6] - Manus focuses on practical AI applications, providing tools for tasks such as resume screening and travel planning, which enhances user experience in AI applications [6][7] - The acquisition is expected to bolster Meta's capabilities in AI product applications, an area where it has previously been less competitive [7] Group 4: Robotics Industry - 宇树科技 opened its first offline store in Beijing, allowing customers to experience and purchase robotic products directly [8] - The store aims to reduce consumer apprehension towards complex technology by providing hands-on experiences and facilitating immediate purchases [8][9] - The offline presence is part of a broader strategy to explore various business models, including rentals and experiences, as the robotics market matures [9] Group 5: Semiconductor Industry - 中芯国际 plans to acquire 49% of 中芯北方 for approximately 40.6 billion yuan, aiming to enhance asset quality and business synergy [12] - The acquisition reflects a trend of consolidation within the Chinese semiconductor industry, focusing on high-quality development rather than mere scale [12][13] - Full control over 中芯北方 is expected to stabilize cash flow and improve operational efficiency for 中芯国际 [12] Group 6: Precious Metals Market - Silver prices experienced a significant intraday drop of 16%, while gold and palladium also saw notable declines, despite strong annual performance [14][15] - The fluctuations in precious metal prices are attributed to speculative trading in the Chinese futures market, impacting global prices [14] - Industrial demand has driven silver prices up throughout the year, with both gold and silver expected to achieve their best annual performance since 1979 [15]

江苏长电科技股份有限公司 一、董事会会议召开情况 第九届董事会第一次会议决议公告 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。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600584 证券简称：长电科技 公告编号：临2025-054 （二）审议通过了《关于选举公司第九届董事会专门委员会委员的议案》 江苏长电科技股份有限公司（以下简称"公司"）于2025年12月30日召开2025年第二次临时股东大会，选 举产生第九届董事会非职工董事成员。根据《公司董事会议事规则》，经第九届董事会全体董事同意， 豁免本次会议的通知期限。公司以邮件方式预通知各董事候选人于2025年第二次临时股东大会结束后， 以现场+通讯方式召开第九届董事会第一次会议。本次会议应参会董事12人，实际参会董事12人，高级 管理人员列席会议，与会董事一致推选周响华女士主持会议。会议的召集和召开符合《中华人民共和国 公司法》（以下简称《公司法》）和《公司章程》的有关规定。 二、董事会会议审议情况 本次会议表决通过了相关议案，形成决议如下： （一）审议通 ...

Market Overview - The Hong Kong stock market saw all three major indices rise, with the Hang Seng Technology Index increasing by 1.74%, the Hang Seng Index by 0.86%, and the National Enterprises Index by 1.12% [1][2]. Technology Sector - Major technology stocks collectively rose, with Baidu surging nearly 9%, and NetEase and Xiaomi both increasing over 2%. Other notable gains were seen in JD.com, Tencent, Alibaba, and Meituan [5][6]. - Semiconductor stocks also experienced significant gains, led by InnoCare, which rose over 15%, while major players like SMIC increased by over 4% [7][8]. New Listings - Six new stocks were listed on the Hong Kong market, with notable increases including InnoSilicon up 24.66%, and Wuyiyi Vision up 29.9% [3]. Energy Sector - Oil stocks strengthened, with CNOOC rising nearly 4% as international oil prices surged due to heightened geopolitical risks. WTI crude surpassed $58 per barrel, and Brent approached $62 per barrel [14]. Entertainment Sector - The film and entertainment sector was active, with Emperor Culture Industries rising nearly 9%. The 2025 box office has already surpassed 5.3 billion yuan, marking a new high in recent years [13]. Wind Power Sector - Wind power stocks fell sharply, with Goldwind Technology dropping nearly 11%, alongside declines in other related companies [16][17]. AI and Robotics Sector - AI application companies like MaiFusTech saw significant gains, rising over 11% after announcing strategic partnerships with major tech firms [18][21]. - Robotics stocks also performed well, with Sanhua Intelligent Control increasing over 12% [11]. Investment Outlook - Analysts suggest that the Hong Kong market may continue to trend upward due to supportive domestic policies and a weaker US dollar. There is a focus on technology growth and high dividend strategies as potential investment opportunities [23].

12月30日，香港恒生指数收涨0.86%，恒生科技指数涨1.74%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | મંદા | 恒生指数 | 25854.60 | 219.37 | 0.86% | | HSTECH | 恒生科技 | 5578.38 | 95.37 | 1.74% | | HSBIO | 恒生生物科技 | 14379.73 | -61.14 | -0.42% | | HSCEI | 恒生中国企业指数 | 8991.02 | 99.31 1.12% | | | HSCI | 恒生综合指数 | 3934.64 | 25.23 | 0.65% | 半导体、机械、石油石化、有色金属、银行等板块涨幅居前，耐用消费品、环保、纺织服装、医疗设备等板块跌幅居前。 半导体板块大涨，英诺赛科涨超15%，中芯国际涨超4%，华虹半导体涨近4%。 黄金板块下跌，珠峰黄金跌超6%，老铺黄金跌超5%，六福集团、万国黄金集团跌超2%。 1 E10/ 10 100 科网股普涨，百度集团涨近9%，此前申万宏源上调公司评级至"买入"；网易、携程、小米集 ...

Market Performance - The Hong Kong stock market indices saw significant gains in the afternoon, with the Hang Seng Tech Index rising by 1.74%, while the Hang Seng Index and the China Enterprises Index increased by 0.86% and 1.12% respectively, approaching the 26,000-point mark [1] Key Stocks and Sectors - Major technology stocks acted as market indicators, with Baidu surging nearly 9%, and other companies like NetEase and Xiaomi rising over 2%. JD.com, Tencent, Alibaba, and Meituan also experienced gains [1] - Semiconductor stocks strengthened due to favorable AI infrastructure news, with InnoCare Technologies leading the rise with over a 15% increase, and major player SMIC up over 4% [1] - Geopolitical risks led to a spike in international oil prices, benefiting the "Big Three" oil companies, with CNOOC rising nearly 4% [1] - The market is anticipating Tesla's Optimus project, with a potential U.S. robot executive order expected to be released in 2026, resulting in a noticeable rise in robotics stocks [1] - The National Development and Reform Commission encouraged major companies in the alumina sector to pursue mergers and acquisitions, leading to a rebound in aluminum and non-ferrous metal stocks [1] Underperforming Sectors - Wind power stocks declined sharply, with leading company Goldwind Technology falling nearly 11%. Nuclear power stocks also dropped, along with weak performances in aviation, building materials, cement, steel, insurance, and gaming sectors [1] New Listings - Six new stocks were listed on the Hong Kong market today, with notable performances including InnoCare Technologies up 24.66%, Meilian Holdings up 7.6%, Wuyi Vision up 29.9%, Linqingxuan up 9.3%, XunCe up 1%, and Woan Robotics closing flat [1]

将投中网设为"星标⭐"，第一时间收获最新推送 今年的上榜投资人在结构上也发生了改变。 来源丨 投中网 投中信息连续19年作为独立的第三方机构发布中国创业投资机构暨私募股权投资系列榜单——"投中榜"。 依托投 中嘉川CVSource，结合对超千家私募股权领域活跃投资机构调研，投中研究院参照评选标准复核数据、甄选优秀 机构。因此，"投中榜"在业内能以专业、权威和严谨著称，被称为国内股权投资行业的风向标，并且是诸多大型 机构LP的重要出资依据。 权重比例： | 评价标准 | 权重 | 评价标准 | | --- | --- | --- | | 投资表现 | 40% | 投资案例数量 | | | | 投资案例金额 | | 退出表现 | 20% | 退出案例数量 | | | | 退出案例会额 | | | | 投资回报率ROI | | 在管项目 | 20% | 在管项目最新估值 | | | | 在管项目规模 | | 行业影响力 | 20% | 投资人业界口碑 | 依托投中嘉川CVSource，通过问卷调研、访谈、数据排查、汇总核实等流程，对数据进行标准化处理，按照总体 积分排名评选，覆盖1000余位投资人，全面衡量市场发展 ...

华虹半导体(01347)涨超3%，截至发稿，涨2.76%，报74.45港元，成交额11.93亿港元。 消息面上，12月29日，华虹公司发布公告，公司拟通过发行股份及支付现金方式购买华力微股权并募集 配套资金。本次交易完成后，华力微将成为公司的控股子公司。 公司表示，自本次交易预案披露以来，公司及相关各方积极推进本次交易的各项工作。公司将于近期召 开董事会审议本次发行股份及支付现金购买资产的相关事项，并按照法律、法规的要求披露相关文件。 ...

消息面上，12月29日，华虹公司发布公告，公司拟通过发行股份及支付现金方式购买华力微股权并募集 配套资金。本次交易完成后，华力微将成为公司的控股子公司。 智通财经APP获悉，华虹半导体(01347)涨超3%，截至发稿，涨2.76%，报74.45港元，成交额11.93亿港 元。 公司表示，自本次交易预案披露以来，公司及相关各方积极推进本次交易的各项工作。公司将于近期召 开董事会审议本次发行股份及支付现金购买资产的相关事项，并按照法律、法规的要求披露相关文件。 ...

Market Overview - The Hong Kong stock market showed a positive trend in the morning session on December 30, with the Hang Seng Index rising by 0.44% to 25,749.19 points, the Hang Seng Tech Index increasing by 1.04% to 5,540.17 points, the National Enterprises Index up by 0.67% to 8,950.95 points, and the Red Chip Index gaining 0.33% to 4,033.69 points [1] Sector Performance - Major technology stocks experienced gains, with Alibaba up by 0.7%, Tencent Holdings increasing by 0.42%, JD Group rising by 1.25%, Xiaomi up by 0.73%, NetEase increasing by 1.3%, Meituan rising by 0.19%, Kuaishou up by 0.08%, and Bilibili increasing by 0.21% [1] - The semiconductor sector showed strong performance, led by InnoCare, with the leading company SMIC rising over 3% [1] - Oil stocks were among the top gainers, with CNOOC increasing by over 4% [1] - The non-ferrous metals sector rebounded collectively, while wind power stocks saw significant declines, and gaming stocks continued to drop [1] New Listings - Six new stocks were listed on the Hong Kong market today, with InnoCare seeing a substantial increase of over 35% [1] Corporate News - China Energy Construction (03996.HK) won a bid for an ecological comprehensive governance project in Shaanxi Province, with a total contract value of 6.864 billion RMB, covering various construction aspects with a total duration of 36 months [2] - China Shenhua (01088.HK) announced that its second phase generator unit has officially commenced commercial operation after a 168-hour trial run, with the fourth unit expected to be operational by February 2026 [2] - Bay Area Development (00737.HK) signed a construction contract worth 775 million RMB with Poly Longda [3] - China Railway Construction (01186.HK) completed the issuance of 4.45 billion RMB in corporate bonds [4] - Sichuan Energy Investment Development (01713.HK) entered into a strategic cooperation agreement with Mengsheng Electronics to deepen collaboration in the power industry [5] - China Supply Chain Industry (03708.HK) signed a data center agreement with Shuwi Technology [6] - Stone Pharmaceutical Group (01093.HK) received clinical trial approval for SYH2069 injection in China [6] - Hutchison China MediTech (00013.HK) announced that its new drug application for HMPL-453 for intrahepatic cholangiocarcinoma has been accepted for priority review [6] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a phase 1 clinical study of HLX37 for advanced/metastatic solid tumors [6] - Henxin Technology (01085.HK) announced that its planned 350MW solar thermal power station is ready to commence construction [7] - Runhua Services (02455.HK) expanded its property management services to multiple provinces in western China [8] - Hong Kong Industrial International (00480.HK) plans to sell its entire issued share capital of Yue Shan Limited for 452 million HKD [9] - Yimei International Holdings (01870.HK) received formal approval for its 218MW electrochemical independent energy storage project in Guangdong [9] Institutional Insights - Huatai Securities noted that the asset performance has been volatile this year, with frequent style and sector rotations, leading to decreased clarity in investment behavior [10] - CITIC Securities highlighted the recent appreciation of the RMB, which benefits RMB-denominated equity assets, and expects stable macro-financial conditions to support bank operating environments [10] - Founder Securities reported on the central economic work conference and the Ministry of Finance's optimization of "two new" policies, indicating that national subsidies will continue into 2026 [11]