国家知识产权局信息显示，深圳市迅特通信技术股份有限公司、江西迅特通信技术有限公司取得一项名 为"光模块高速信号线阻抗的测试装置、系统及测试方法"的专利，授权公告号CN120847484B，申请日 期为2025年9月。 江西迅特通信技术有限公司，成立于2017年，位于南昌市，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5100万人民币。通过天眼查大数据分析，江西迅特通信技术有限公司 参与招投标项目6次，专利信息187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。 来源：市场资讯 天眼查资料显示，深圳市迅特通信技术股份有限公司，成立于2008年，位于深圳市，是一家以从事仪器 仪表制造业为主的企业。企业注册资本8000万人民币。通过天眼查大数据分析，深圳市迅特通信技术股 份有限公司共对外投资了3家企业，参与招投标项目318次，财产线索方面有商标信息4条，专利信息146 条，此外企业还拥有行政许可25个。 ...

Group 1 - Beijing Sifang Automation Co., Ltd. has obtained a patent for a "current source type static frequency converter control method and device applicable to synchronous machine startup," with authorization announcement number CN115664262B, applied for on October 2022 [1] - The company was established in 1994 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 833.436 million RMB [1] - The company has invested in 22 enterprises, participated in 5000 bidding projects, holds 42 trademark registrations, and has 1762 patents, along with 41 administrative licenses [1] Group 2 - Beijing Sifang Engineering Technology Co., Ltd. was established in 2003 and focuses on the manufacturing of electrical machinery and equipment, with a registered capital of 1050 million RMB [1] - This subsidiary has invested in 5 enterprises, participated in 5000 bidding projects, holds 887 patents, and has 13 administrative licenses [1]

Group 1: Market Overview - In November, the A-share market exhibited a volatile pattern, with the Shanghai Composite Index declining by 1.67%, while the ChiNext Index and the STAR Market Index fell by 4.23% and 6.24% respectively [1][7] - There was a significant shift in market structure as funds sought to rebalance their portfolios, with banking, petrochemical, textile, and light industry sectors showing the highest gains, while electronics, computers, and automotive sectors experienced notable pullbacks [1][7] Group 2: Macro Analysis - In October, the profits of industrial enterprises above designated size weakened, with a cumulative year-on-year growth rate of 1.9% from January to October, down from 2.4% in the previous period, and a significant drop to -5.5% in October compared to 21.6% in September [2][8] - The increase in raw material prices under the "anti-involution" policy, combined with weak demand, has narrowed corporate profit margins, although sectors like non-ferrous metals, electronic equipment, food, beverages, and automotive still maintained positive year-on-year growth [2][8] - The expectation of a Federal Reserve interest rate cut has risen, with indications from Fed officials suggesting a need for significant rate reductions to support economic growth, despite a recent increase in the unemployment rate to 4.4% [2][8] Group 3: Investment Strategy - Following the market correction since October, there has been a notable decline in margin trading activity, but recent stabilization in market risk appetite has led to a rebound in margin trading volumes [4][10] - The anticipated recovery in global liquidity due to the Fed's rate cut expectations, alongside the need for further policy measures to stimulate domestic growth, suggests a potential rebalancing of industry allocations [4][10] - Current market conditions may present an opportune moment to position for a spring rally, with a focus on emerging technologies, undervalued consumer stocks, and brokerage firms [5][11] - Specific sectors to watch include technology growth (internet, semiconductors, media, power equipment, innovative pharmaceuticals), consumer goods (mass products, hotels, airlines, retail), and non-ferrous metals, which are expected to benefit from easing monetary policies [5][11]

Core Insights - 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 authorization announcement number CN119493330B, applied on August 2023 [1] Company Overview - SMIC was established in 2000 and is located in Shanghai, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 244 million USD [1] - SMIC has invested in 4 companies and participated in 127 bidding projects [1] - The company holds 150 trademark records and 5000 patent records, along with 446 administrative licenses [1]

天眼查App显示，近日，长沙市楷丞电子有限公司成立，法定代表人为吴志花，注册资本1万人民币， 经营范围为一般项目：计算机软硬件及辅助设备零售;电子产品销售;办公设备租赁服务;办公设备销售; 计算机及办公设备维修;计算机及通讯设备租赁;礼品花卉销售;园林绿化工程施工;花卉绿植租借与代管 理;新鲜水果零售;珠宝首饰零售;互联网销售（除销售需要许可的商品）（除依法须经批准的项目外，自 主开展法律法规未禁止、未限制的经营活动）。 ...

纳思达在投资者互动平台回答称，公司重大资产重组完成后，公司负债规模及资产负债率均实现大幅下 降，改善财务状况，偿债能力大幅提升。损益表方面，2025年前三季度公司财务费用实现同比下降 34.20%。 ...

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"存储节点的管理方法和电子 设备"的专利，授权公告号CN120743200B，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4201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 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。 本文源自：市场资讯 ...

港股通50ETF（159712）领涨超1.2%，科技消费板块获资金关注。 国泰海通指出，科技制造板块中，电子行业获外资和融资资金显著流入，机械设备则出现明显流 出；TMT板块表现活跃，传媒行业外资小幅流入，计算机和通信行业融资资金流入居前。消费板块整 体承压，食品饮料行业外资持续流出，但ETF资金逆势流入。从全球资金流向看，外资边际流入新兴市 场，中国和韩国市场获外资增配，港股市场外资流入规模居前。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 港股通50E ...

计算机行业 行业研究 | 动态跟踪 太空算力未来可期，关注核心收益环节 核心观点 投资建议与投资标的 我们认为 AI 算力以及卫星信息基础设施相关标的都有望受益太空算力的发展： AI 算力：海光信息(688041，买入)、寒武纪-U(688256，未评级)； 卫星基础设施：中科星图(688568，未评级)、佳缘科技(301117，未评级)、航天宏图 (688066，增持)、盛邦安全(688651，未评级)。 风险提示 研发进展不及预期； 商业化进展不及预期。 国家/地区 中国 行业 计算机行业 报告发布日期 2025 年 12 月 02 日 看好（维持） | 陈超 | 执业证书编号：S0860521050002 | | --- | --- | | | chenchao3@orientsec.com.cn | | | 021-63326320 | | 浦俊懿 | 执业证书编号：S0860514050004 | | | pujunyi@orientsec.com.cn | | | 021-63326320 | | 宋鑫宇 | 执业证书编号：S0860524090002 | | | songxinyu@orient ...

截至12月1日，北交所融资融券余额合计75.69亿元，较前一交易日增加4194.95万元，其中，融资余额 75.69亿元，较前一交易日增加4184.58万元，为连续3个交易日增加；融券余额为60.17万元，较前一交 易日增加10.36万元。 | 代码 | 简称 | 12月1日涨跌幅 | 最新融资余额 | 较上一日增加 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 920640 | 富士达 | 3.84 | 8768.74 | 1857.51 | 1.47 | 通信 | | 920522 | 纳科诺 | -4.47 | 18602.66 | 1454.39 | 2.47 | 电力设 | | | 尔 | | | | | 备 | | 920116 | 星图测 控 | 8.22 | 8102.84 | 799.85 | 2.53 | 计算机 | | 920405 | 海希通 | 4.28 | 9624.42 | 720.66 | 3.23 | 机械设 | | | 讯 ...