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"存储控制器的故障处理方法 和电子设备"的专利，授权公告号CN 120803798 B，申请日期为2025年9月。 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，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4210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。 作者：情报员 本文源自：市场资讯 ...

本文源自：市场资讯 作者：情报员 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"处理器平台的错误上报方法 和电子设备"的专利，授权公告号CN 120803802 B，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4210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。 ...

Core Viewpoint - Jiemite (300868.SZ) announced the termination of its major asset restructuring plan due to the inability of the parties involved to reach an agreement on core terms [1][2] Group 1: Termination of Restructuring - Jiemite had planned to acquire control of Siten Helix (Tianjin) Technology Co., Ltd. through a cash transaction [1] - The termination was agreed upon by all parties after multiple negotiations failed to yield a final agreement [1][2] - The company emphasized that the decision was made to protect the interests of all parties and shareholders [1] Group 2: Financial Performance - For the first three quarters of 2025, Jiemite reported a revenue of 440 million yuan, a year-on-year decrease of 21.08% [2] - The net profit attributable to shareholders was -25.12 million yuan, compared to a profit of 10.08 million yuan in the same period last year [2] - The net cash flow from operating activities was 10.52 million yuan, down 89.38% year-on-year [2] Group 3: Historical Financial Data - The net profit attributable to shareholders, excluding non-recurring gains and losses, for the years 2021 to 2024 were -5.70 million yuan, -157 million yuan, -133 million yuan, and -27.56 million yuan respectively [3] - Jiemite was listed on the Shenzhen Stock Exchange on August 24, 2020, with an initial public offering of 32 million shares at a price of 41.26 yuan per share [3] - The total funds raised amounted to 1.32 billion yuan, with a net amount of 1.19 billion yuan after deducting issuance costs [3] Group 4: Company Background - Jiemite Technology Co., Ltd. was established in 2006 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [4] - The company has a registered capital of 128 million yuan and completed its IPO in 2020 [4]

| 国防军工 | | | | 亚光科技 | | | --- | --- | --- | --- | --- | --- | | 综合 | -1.44 | 39.27 | -22.01 | 特力A | -4.21 | | 计算机 | -2.14 | 898.30 | 2.34 | *ST立方 | -20.07 | | 传媒 | -2.59 | 451.80 | -7.26 | 福石控股 | -12.54 | （文章来源：证券时报网） 证券时报·数据宝统计，截至下午13:58，今日沪指跌0.47%，A股成交量944.91亿股，成交金额13478.98 亿元，比上一个交易日增加2.99%。个股方面，1252只个股上涨，其中涨停42只，4085只个股下跌，其 中跌停10只。从申万行业来看，有色金属、交通运输、煤炭等涨幅最大，涨幅分别为0.70%、0.70%、 0.54%；传媒、计算机、综合等跌幅最大，跌幅分别为2.59%、2.14%、1.44%。 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- ...

行业配置方面，该机构预计，在日历效应及美联储降息周期叠加影响下，12月科技成长、部分周期和消 费可能相对占优，建议继续均衡配置：一是政策和产业趋势向上的电子（半导体、AI硬件）、通信 （AI硬件）、传媒（AI应用、游戏）、计算机（AI应用）、电新（储能、锂电）、创新药、机械设备 （机器人）等行业；二是可能补涨和基本面可能边际改善的消费（食品、商贸零售等）、大金融、军工 （商业航天）等行业。 华金证券发布研报称，12月A股可能震荡偏强，上行趋势不变。理由在于，12月政策和外部事件可能偏 积极，流动性可能进一步宽松，且经济和企业盈利可能延续弱修复趋势。 上证报中国证券网讯（记者 严晓菲）华金证券发布研报称，12月A股可能震荡偏强，上行趋势不变。理 由在于，12月政策和外部事件可能偏积极，流动性可能进一步宽松，且经济和企业盈利可能延续弱修复 趋势。 ...

Core Insights - Lenovo (Beijing) Co., Ltd. has applied for a patent titled "Discarding Based on the Importance of Protocol Data Unit Sets," with publication number CN121058272A, filed on December 2023 [1] - The patent involves aspects related to PSI-based discarding, where a first network node determines a first indication and sends it to a second network node for deactivation or configuration release related to DRB based on PSI [1] Company Overview - Lenovo (Beijing) Co., Ltd. was established in 1992 and is located in Beijing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 5.65 billion HKD [1] - According to Tianyancha data analysis, Lenovo (Beijing) Co., Ltd. has invested in 107 enterprises, participated in 5,000 bidding projects, holds 1,751 trademark records, and has 5,000 patent records, along with 238 administrative licenses [1]

Group 1 - The core point of the article is that Semiconductor Manufacturing International Corporation (SMIC) has obtained a patent for a method and system for "layout graphic size calibration, mask, equipment, and storage medium" with the announcement number CN 119493330 B, applied on August 2023 [1] Group 2 - SMIC was established in 2000 and is located in Shanghai, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The registered capital of SMIC is 244 million USD [1] - According to data analysis, SMIC has invested in 4 companies, participated in 127 bidding projects, has 150 trademark information entries, and holds 5000 patent information entries, along with 446 administrative licenses [1]

FICC日报 | 2025-12-03 盘面轮动，股指缩量 市场分析 关注"十五五"主线。宏观方面，国家发改委主任郑栅洁发表署名文章指出，"十五五"规划建议将建设现代化产业 体系这一任务摆在12个领域首位，关键是优化提升传统产业，培育壮大新兴产业和未来产业，加快新能源、新材 料、航空航天、低空经济等战略性新兴产业集群发展。对外方面，中俄举行战略安全磋商，就涉及两国战略安全 利益的重大问题全面、深入沟通，达成新的共识，增进了战略互信。双方就涉日本问题进行战略对表，达成高度 共识。海外方面，特朗普表示，他计划在2026年初公布下一任美联储主席人选。 股指震荡。现货市场，A股三大指数震荡收低，沪指跌0.42%收于3897.71点，创业板指跌0.69%。行业方面，板块 指数跌多涨少，石油石化、轻工制造、家用电器行业领涨，传媒、有色金属、计算机、医药生物行业跌幅居前。 当日沪深两市成交额为1.6万亿元。海外方面，美国三大股指小幅收涨，纳指涨0.59%报23413.67点。 期指减仓。期货市场，基差方面，股指期货贴水程度修复。成交持仓方面，四大期指的成交量和持仓量同步下降。 策略 海外方面，特朗普近期公开表示拟于2026 ...

Group 1 - The semiconductor chip and integrated circuit sectors related to AI hardware are experiencing a volatile trend, with the Sci-Tech Innovation Growth Index down by 0.4%, and both the Sci-Tech 50 Index and Sci-Tech 100 Index down by 0.5% [1] - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, which consists of 50 stocks with large market capitalization and good liquidity from the Sci-Tech Innovation Board, with over 65% of its composition in semiconductors and nearly 80% combined with medical devices, software development, and photovoltaic equipment [2] - The Sci-Tech 100 ETF tracks the Sci-Tech 100 Index, which includes 100 stocks with medium market capitalization and relatively good liquidity, focusing on small innovative enterprises, with electronics and biopharmaceuticals having a high proportion [3] Group 2 - The Sci-Tech Comprehensive Index ETF tracks the Sci-Tech Comprehensive Index, covering all market securities on the Sci-Tech Innovation Board, focusing on core frontier industries such as artificial intelligence, semiconductors, new energy, and innovative pharmaceuticals, encompassing all 17 primary industries listed on the Sci-Tech Innovation Board [5] - The Sci-Tech Growth 50 ETF tracks the Sci-Tech Growth Index, which consists of 50 stocks with high growth rates in operating income and net profit, prominently featuring high-growth industries, particularly in electronics and biopharmaceuticals [5]

Market Overview - On December 2, the market experienced a decline, with the Shanghai Composite Index falling by 0.42%, the Shenzhen Component Index by 0.68%, and the ChiNext Index by 0.69%[3] - The total trading volume was 1.6 trillion yuan, a decrease of approximately 290 billion yuan compared to the previous trading day[1] Sector Performance - Most sectors declined, with notable increases in oil, light industry, and home appliances, while media, non-ferrous metals, computer, pharmaceuticals, and electric equipment sectors faced significant declines[1] - The main indices rebounded to the 20 or 60-day moving averages, indicating potential technical pressure and a phase of market balance with limited breakout potential[1] Capital Flow - On December 2, net outflows were recorded at 11.665 billion yuan for the Shanghai Stock Exchange and 4.290 billion yuan for the Shenzhen Stock Exchange[4] - The top three sectors for capital inflow were communication equipment, packaging and printing, and military electronics, while semiconductor, software development, and liquor sectors saw the highest outflows[4] New Accounts and Market Sentiment - In November, 2.38 million new A-share accounts were opened, a 3% increase from October, bringing the total for the year to 24.84 million, a year-on-year increase of 7.95%[7] - Compared to November 2024, the new accounts in November 2025 decreased by 12%[7] Industry Dynamics - The PC market in China saw a 2% year-on-year increase in shipments in Q3 2025, reaching 11.3 million units, driven by strong demand in the commercial sector[8] - The total number of medical consultations in 2024 exceeded 10.15 billion, with a 6 million increase from the previous year, indicating a steady growth in healthcare services[10] Investment Insights - The pharmaceutical sector has seen a slowdown in momentum after a strong rise earlier in the year, with a significant reduction in the number of "doubling funds" remaining[13] - The stock private equity position index reached a new high for the year at 82.97% on November 21, indicating a strong bullish sentiment among private equity investors[14]