天眼查App显示，近日，煜隆晟科技（上海）有限公司成立，法定代表人为张秀兰，注册资本50万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；货物进 出口；技术进出口；半导体分立器件销售；电子产品销售；集成电路芯片设计及服务；集成电路芯片及 产品销售；集成电路设计；电子元器件批发；电子元器件零售；电力电子元器件销售；电子专用材料销 售；电子专用材料研发；化工产品销售（不含许可类化工产品）；金属材料销售；先进无机非金属材料 销售；五金产品研发；五金产品批发；五金产品零售；计算机软硬件及辅助设备批发；计算机软硬件及 辅助设备零售；人工智能通用应用系统；人工智能应用软件开发；人工智能硬件销售；人工智能行业应 用系统集成服务；信息技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；咨询策划服务；会 议及展览服务；企业管理咨询。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

出口总额3.68万亿美元，进口总额2.6万亿美元，顺差部分主要来自对东盟、欧盟等地区的出口增长，对美出口下降19%但被其他市场弥补。人民币汇率走低 也帮了忙，让出口产品在国际上更有竞争力。西方媒体称这是中国出口主导地位的体现。 法国总统马克龙刚结束访华，就在12月7日接受回声报采访时直言，这个顺差规模不可接受，如果中国不调整，欧盟可能被迫加征关税。他说中国几乎不再 从欧洲进口商品，这会杀死欧洲制造商。他试图向中方解释，顺差不可持续，但中方回应强调贸易基于市场规则。 欧盟已经在电动车领域征收额外关税，大众安徽工厂产品加20.7%税率。这数据不是凭空来的，海关总署每月都公布，11月单月顺差1116.8亿美元，创历史 第三高。全球经济背景下，美国通胀高企，美联储加息，中国出口填补了部分供给缺口。 顺差资金部分用于增持黄金，央行连续13个月增加储备，分散风险。企业也把钱投向一带一路项目，买资源、建基础设施。美元回流美国推高物价，形成循 环。制造业优势是关键，中国有联合国工业分类全门类，供应链完整，工程师多，每年几百万理工毕业生进场。 光伏、电动车出口领跑，光伏价格降到白菜价，电动车占全球一半市场。美国想迁链到东南亚， ...

证券日报网讯12月11日，斯迪克（300806）在互动平台回答投资者提问时表示，公司始终密切跟踪电子 皮肤与智能驾驶舱AR显示两大领域的技术前沿，现阶段与相关方保持常态化技术交流与信息互通。后 续若上述领域取得实质性合作进展且达到信息披露标准，公司将严格依照监管要求及时履行公告义务。 ...

Group 1 - The core point of the article is that Yuan Shi Technology has been certified by NVIDIA's Reference Vendor List (RVL), which evaluates the reliability, craftsmanship, and system integration capabilities of key component suppliers for server cabinets and liquid cooling systems [1] - Lens Technology announced a strategic acquisition of 100% equity in Peimei Gao International Limited, which will lead to Lens Technology obtaining a 95.11645% stake in Yuan Shi Technology [1] - This acquisition will enable Lens Technology to quickly gain access to mature technologies and customer certifications for specific server cabinet businesses, including racks, slides, trays, Busbars, and other components, as well as advanced liquid cooling system integration capabilities [1]

12月11日，智通财经记者在英伟达供应链系统中发现，元拾科技已获得英伟达RVL（Reference Vendor List，参考供应商清单）认证。RVL主要面向服务器机柜及液冷系统等关键结构件供应商，用于评估其 可靠性、工艺水平与系统集成能力。而在此前一天，蓝思科技公告称，拟战略收购裴美高国际有限公司 100%股权，随之取得元拾科技95.11645%股权。蓝思科技指出，通过本次收购，公司将快速获得国内外 特定客户服务器机柜业务（包括但不限于机架、滑轨、托盘、Busbar、其他组件）的成熟技术与客户认 证，以及先进液冷散热系统集成能力。（智通财经） ...

天眼查App显示，近日，先导电子科技（广东）有限公司成立，注册资本5000万人民币，经营范围为一 般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电子专用材料制造；电子 专用材料销售；电子专用材料研发；新型膜材料制造；新型膜材料销售；有色金属合金制造；有色金属 合金销售；高性能有色金属及合金材料销售；新型金属功能材料销售；金银制品销售；高纯元素及化合 物销售；非金属矿及制品销售；新材料技术研发；新材料技术推广服务；特种陶瓷制品制造；特种陶瓷 制品销售；资源再生利用技术研发；有色金属压延加工；通用零部件制造；黑色金属铸造；有色金属铸 造；金属材料制造；金属材料销售；贵金属冶炼；常用有色金属冶炼；稀有稀土金属冶炼；电子产品销 售；电子元器件制造；电子元器件批发；机械设备销售；机械设备研发；货物进出口；技术进出口；化 工产品销售（不含许可类化工产品）；专用化学产品销售（不含危险化学品）；光伏设备及元器件销 售；电池销售；电池零配件销售。许可项目：肥料生产。 ...

天眼查App显示，近日，深圳市盛锐晶电子科技有限公司成立，法定代表人为彭德仔，注册资本200万 人民币，经营范围为机械电气设备制造；电子专用设备制造；其他电子器件制造；电子专用材料制造； 智能家庭消费设备销售；家居用品销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术 推广；国内贸易代理；货物进出口；技术进出口；电池销售；家用电器制造；家用电器销售；智能车载 设备制造；智能车载设备销售；电子产品销售；人工智能硬件销售；人工智能应用软件开发；模具制 造；智能家庭消费设备制造；可穿戴智能设备制造；可穿戴智能设备销售；日用杂品销售；音响设备销 售；音响设备制造；移动通信设备制造。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）无。 ...

天眼查App显示，近日，深圳市俊豪鑫电子科技有限公司成立，法定代表人为陈赵莲，注册资本500万 人民币，经营范围为一般经营项目是：互联网销售（除销售需要许可的商品）；技术服务、技术开发、 技术咨询、技术交流、技术转让、技术推广；普通货物仓储服务（不含危险化学品等需许可审批的项 目）；照相机及器材销售；电子元器件零售；电子产品销售；通讯设备销售；家居用品销售；家具销 售；玩具销售；日用百货销售；鞋帽零售；服装服饰零售；针纺织品销售；母婴用品销售；工艺美术品 及收藏品批发（象牙及其制品除外）；工艺美术品及收藏品零售（象牙及其制品除外）；汽车装饰用品 销售；珠宝首饰制造；五金产品零售；皮革制品销售；家用电器销售；家用电器零配件销售；国内贸易 代理；货物进出口；技术进出口；国际货物运输代理。（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动），许可经营项目是：无。 ...

Group 1 - The core initiative of the collaboration between Yili Group and Lenovo is the "Together with AI" public welfare action, which aims to provide nutritional support to students in Hohhot by donating 160,000 boxes of student milk [1] - Yili's commitment to community support is highlighted by its ongoing partnership with Hohhot's No. 32 School, where it has provided nutritional assistance and contributed to the development of youth activity centers [1][2] - The event featured interactive activities, including AI technology demonstrations and sports games, enhancing the children's experience and engagement with the initiative [2] Group 2 - The collaboration represents a shift in Yili's approach to public welfare, moving towards a sustainable social value ecosystem, as evidenced by the establishment of the "Sustainable Social Value Ecosystem" with partners like Tencent and Lenovo [3] - The joint donation activity is one of the first practical implementations of three major collaborative plans aimed at creating a synergistic effect in social value creation [3] - Yili and Lenovo's engagement in discussions about digitalization and sustainable practices at the ecological smart ranch indicates a commitment to exploring further opportunities for collaboration beyond immediate donations [4]

Core Viewpoint - The A-share market showed a mixed performance on December 10, with the Shanghai Composite Index declining by 0.23% while the Shenzhen Component Index increased by 0.29, indicating a divergence in market sentiment [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets was 1.78 trillion yuan, a decrease of approximately 125.4 billion yuan compared to the previous trading day [1] - A total of 2,341 stocks rose while 2,658 stocks fell, with declining stocks slightly outnumbering rising ones [1] Popular Stocks - The top ten popular stocks included Yonghui Supermarket, Vanke A, Haima Automobile, Longzhou Co., Aerospace Development, Tiantong Co., Zhongke Shuguang, Hainan Development, Dongbai Group, and Tefa Information [1][2] Stock Analysis - Yonghui Supermarket is undergoing transformation by adopting the "Pang Donglai" model amid ongoing operational pressures, supported by innovative retail policies and significant buying from well-known funds [3] - Vanke A benefits from low-interest loans from its major shareholder, enhancing its debt structure and business development, with active market participation reflected in a net purchase of 1.47 billion yuan [3] - Haima Automobile is positively impacted by the implementation of policies related to the Hainan Free Trade Port, with significant advancements in its new energy vehicle segment [3] - Longzhou Co. is driven by multiple catalysts, including hydrogen energy policies and government compensation for land acquisition, contributing to its profitability [3] - Aerospace Development is involved in low-orbit satellite projects, benefiting from dual policy and industry catalysts [4] - Tiantong Co. is positioned in several hot market areas, including PCB and lithium batteries, with successful production of lithium niobate chips [4] - Zhongke Shuguang is gaining attention due to its major asset restructuring and alignment with AI and liquid cooling server trends [4] - Hainan Development and Dongbai Group are influenced by favorable policies related to the Hainan Free Trade Port, while Tefa Information benefits from trends in AI computing and digital infrastructure [5]