证券日报网讯1月22日，赛微微电在互动平台回答投资者提问时表示，公司采用集成电路行业典型的 Fabless经营模式，专注于芯片设计与销售。公司不存在直接对欧盟出口的业务。公司产品终端客户包括 多个知名ODM厂商，产品广泛应用于笔记本电脑及平板电脑、智能可穿戴设备(TWS耳机等)、电动工 具、充电类产品(移动电源等)、轻型电动车辆、无绳家电(吸尘器等)等行业知名品牌的终端产品中，这 些终端客户的产品出口欧盟等国家。 ...

Core Viewpoint - The article discusses the integrated development plan for Jiangbei New Area and Pukou District, emphasizing the establishment of a unified management structure and the creation of a high-tech industrial ecosystem in the Jiangbei New Area Science City [2][3]. Group 1: Implementation Plan - A meeting was held on January 12 to announce the implementation plan for the integration of the Research and Innovation Park with Pukou High-tech Zone, aiming for comprehensive development [2]. - The plan includes unified leadership and operation between the two areas, focusing on functional coordination, industrial linkage, and shared facilities [2]. Group 2: Spatial Planning and Industry Focus - The Science City will focus on spatial planning and coordinated industrial deployment, following a layout of "two axes, two belts, four corridors, three centers, seven groups, and multiple points" [3]. - Key industries targeted include artificial intelligence, smart sensors, photonic chips, integrated circuits, low-altitude economy, atomic-level manufacturing, satellite manufacturing, and precision instruments [3]. Group 3: Development Goals - The goal is to create an internationally leading integrated circuit innovation base and a nationally prominent center for low-altitude economy and satellite manufacturing [3]. - The initiative aims to establish a significant scientific facility with national influence and to promote the convergence of software and information technology [3].

中新社上海1月21日电 (记者 李姝徵)2025年上海市国民经济运行情况21日发布：根据地区生产总值统一 核算结果，2025年，上海实现地区生产总值(GDP)56708.71亿元(人民币，下同)，按不变价格计算，同 比增长5.4%。 这一数据不仅高于全国5%的GDP增速，也较2024年上海GDP增速提升0.4个百分点。 "十四五"期间(2021年—2025年)，三大先导产业(集成电路、生物医药、人工智能)已成上海产业发展重 要引擎。 2025年，上海三大先导产业制造业产值同比增长9.6%，增速较上海全市规模以上工业总产值高出近5个 百分点。其中，集成电路制造业和人工智能制造业产值分别增长15.1%和13.6%。工业战略性新兴产业 产值同比增长6.5%。 2025年上海第三产业增加值同比增长6%，高于全国水平，其中信息服务业以15.3%的增速成为核心推 手。平台企业、云计算、集成电路设计企业共同构筑起信息服务业的"增长矩阵"。 受益于算力服务板块发力、集成电路设计项目开工进程加快，2025年1至11月上海全市软件和信息技术 服务业营业收入同比增长24.2%。在创新药研发等带动下，2025年1至11月上海全市研究 ...

一、经济运行稳中向好 经济实现较快增长。2025年全市实现地区生产总值56708.71亿元，按不变价格计算，同比增长5.4%。其 中，第二产业增加值11650.62亿元，增长3.5%；第三产业增加值44958.70亿元，增长6.0%。 工业新动能持续领跑。2025年，全市三大先导产业制造业产值同比增长9.6%，增速高于全市规模以上 工业总产值5.0个百分点。其中，集成电路制造业和人工智能制造业产值分别增长15.1%和13.6%。工业 战略性新兴产业产值同比增长6.5%。 新兴服务业增速较快。受益于算力服务板块发力、集成电路设计项目开工进程加快，2025年1-11月全市 软件和信息技术服务业营业收入同比增长24.2%。在创新药研发等带动下，2025年1-11月全市研究和试 验发展服务业营业收入同比增长15.1%。 二、城市核心功能提升 国际金融中心建设稳步推进。2025年，全市各类持牌金融机构达到1813家，国际货币基金组织上海中心 开业，数字人民币国际运营中心在沪正式运营。全年主要金融市场成交额达到4058.95万亿元，同比增 长11.2%。 国际贸易中心枢纽功能强化。2025年，上海实现外贸进出口总额4.5 ...

Core Insights - Shanghai is the first city in China to surpass a GDP of 5 trillion yuan, with plans to develop a world-class high-end industrial cluster over the next five years, aiming for a doubling of per capita GDP by 2035 compared to 2020 levels [1][2] Group 1: Development Strategy - The "15th Five-Year Plan" outlines a clear path for high-quality development, emphasizing economic growth within a reasonable range, productivity improvements, and maintaining a balanced manufacturing sector [1][2] - Shanghai aims to enhance its status as an international economic center by building a world-class high-end industrial cluster and accelerating the development of three leading industries [2][4] Group 2: Key Industries and Innovations - The plan includes significant advancements in integrated circuits, biomedicine, and artificial intelligence, with a focus on creating a robust ecosystem for technological breakthroughs [3][6] - Shanghai has established a comprehensive integrated circuit industry chain, housing over 1,200 companies and accounting for approximately 40% of national talent and nearly 50% of innovation resources in this sector [6][7] Group 3: Future Industries and Strategic Focus - The city will focus on six emerging pillar industries, including smart terminals, new energy vehicles, advanced materials, and quantum technology, to position itself at the forefront of future industries [8][9] - Shanghai's strategy emphasizes agile layout and the ability to adapt to cutting-edge technologies, ensuring a competitive edge in high-value sectors [8][9] Group 4: Financial Support and Infrastructure - The plan includes enhancing the international financial center's competitiveness, establishing a financial support system aligned with high-end industrial clusters, and promoting technology finance [10] - Shanghai aims to attract foreign investment and improve the internationalization of its financial markets to facilitate the flow of capital, technology, and industrial elements [10]

Core Viewpoint - Shanghai is set to become the first city in China with a GDP exceeding 5 trillion yuan, aiming to establish a world-class high-end industrial cluster over the next five years, with a goal to double its per capita GDP by 2035 compared to 2020 levels [1][2]. Group 1: Development Strategy - The "15th Five-Year Plan" outlines a clear path for high-quality development, emphasizing significant achievements in economic growth, productivity, and maintaining a reasonable manufacturing sector proportion [1][2]. - Shanghai's development will focus on high-end, leading industries, with a commitment to enhancing its international economic center status and building a modern industrial system [4][5]. Group 2: Key Industries - Shanghai will accelerate the development of three leading industries: integrated circuits, biomedicine, and artificial intelligence, aiming for breakthroughs across the entire industrial chain [6][7]. - The integrated circuit industry in Shanghai has established a comprehensive ecosystem, housing over 1,200 companies and accounting for approximately 40% of national talent and nearly 50% of innovation resources in the sector [6]. Group 3: Future Industries - The city plans to focus on six emerging pillar industries, including advanced materials, new energy, and smart connected vehicles, to drive innovation and development [8][9]. - Shanghai aims to position itself in cutting-edge fields such as quantum technology, brain-machine interfaces, and controlled nuclear fusion, with a strategy of agile layout to foster growth in these sectors [9][10]. Group 4: Financial Support - To support the high-end industrial cluster, Shanghai will enhance its international financial center capabilities, developing a financial support system that aligns with its industrial goals [10]. - The city will promote the establishment of an international financial asset trading platform and explore new financial instruments to support technological innovation and investment [10].

Core Insights - Shanghai aims to build a world-class high-end industrial cluster and achieve a per capita GDP that doubles from 2020 levels by 2035, marking a significant step in China's urban development strategy [1][2] Group 1: High-Quality Development Goals - The primary goal for Shanghai during the 14th Five-Year Plan period is to achieve significant results in high-quality development, maintaining economic growth within a reasonable range and improving total factor productivity [1][2] - Shanghai's development strategy emphasizes a shift from scale expansion to high-quality development and structural optimization, impacting both economic sectors and individual income levels [2] Group 2: Five Centers Construction - The construction of the "Five Centers" (economic, financial, trade, shipping, and technological innovation) is a strategic task assigned to Shanghai, with a focus on enhancing its international economic center status [2][4] - Shanghai plans to accelerate the development of three leading industries, including integrated circuits, innovative pharmaceuticals, and artificial intelligence, to strengthen its industrial capabilities [2][4] Group 3: Focus on Advanced Industries - Shanghai's strategy includes a clear focus on high-end industrial clusters, aiming to tackle key technologies and enhance its position in the global urban system [4][6] - The city intends to build a modern industrial system characterized by advanced manufacturing, aiming to create a strong "Shanghai Manufacturing" brand [4][6] Group 4: Emerging and Future Industries - Shanghai is set to establish six emerging pillar industry clusters, focusing on new energy vehicles, advanced materials, and green low-carbon industries, among others [8][10] - The city emphasizes "agile layout" in future industries, which involves strategic positioning in cutting-edge technologies and innovation [8][9] Group 5: Financial Support for Innovation - To support the high-end industrial cluster, Shanghai plans to enhance its international financial center capabilities, including the establishment of a financial asset trading platform and the development of technology finance [10][11] - The city aims to create a comprehensive technology finance service system that supports early-stage investments and long-term capital for high-tech industries [10][11]

Core Insights - The 2025 GDP ranking of cities shows that the Yangtze River Delta, Pearl River Delta, Chengdu-Chongqing, and Beijing-Tianjin-Hebei economic zones occupy 22 out of 30 positions, accounting for over 80% of the list, reflecting China's economic resilience and regional coordinated development strategy [1] Group 1: Yangtze River Delta - The Yangtze River Delta holds 10 positions in the top 30, with Shanghai leading at a GDP of 57,073.36 billion yuan and a growth of 5.84%, contributing 3,146.65 billion yuan to the total increment [2] - Hangzhou leads the new first-tier cities in the Yangtze River Delta with a growth rate of 5.90%, where the digital economy's core industries account for 37% of its GDP [3] Group 2: Pearl River Delta - The Pearl River Delta has 6 cities in the top 30, with Shenzhen achieving a GDP of 39,025.67 billion yuan and a growth rate of 6.04%, marking it as a dual champion [4] - Dongguan, with a GDP of 12,888.04 billion yuan, shows resilience in its transformation from a "world factory" to a "smart manufacturing hub" [5] Group 3: Chengdu-Chongqing - The Chengdu-Chongqing region has 3 cities in the top 30, with Chengdu leading at a growth rate of 6.25% and an increment of 1,470.05 billion yuan [7] - Chongqing's GDP stands at 33,816.36 billion yuan with a growth rate of 5.04%, indicating challenges in traditional industrial transformation [7] Group 4: Beijing-Tianjin-Hebei - The Beijing-Tianjin-Hebei region has 3 cities in the top 30, with Beijing's GDP at 52,781.23 billion yuan and an increment of 2,938.13 billion yuan [8] - Tianjin shows steady growth at 3.31%, with its biopharmaceutical industry revenue exceeding 800 billion yuan [8] Group 5: Overall Economic Insights - The data reflects the comprehensive results of regional strategic positioning, industrial layout, and infrastructure investment, showcasing differentiated growth across the four economic zones [11]

颀中科技公告称，拟使用自有资金5000万元对浙江禾芯集成电路有限公司进行增资，认缴新增注册资本 2600万元，增资完成后将持有其2.27%股权。本次对外投资已获公司第二届董事会第八次会议通过，无 需股东会审议，但尚需有关部门批准，不构成重大资产重组和关联交易。投资仍处洽谈阶段，协议未签 署，标的公司经营业绩和投资收益有不确定性。 ...

Core Viewpoint - The company, Jiewate, has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities acting as the sole sponsor. The company focuses on the design and development of analog integrated circuits using a virtual IDM model and has developed a proprietary process platform. [1] Company Overview - Jiewate's product portfolio primarily includes power management integrated circuits and signal chain integrated circuits, with approximately 3,400 models available for sale by October 31, 2025. [1] Market Position - In 2024, Jiewate ranks 13th globally among all analog integrated circuit companies in terms of revenue in the Chinese market, holding a market share of 0.9%. [1] - In the power management integrated circuit market, Jiewate ranks 8th globally and 4th in China, with a market share of 1.3%. [1] - In the DC-DC integrated circuit market, the company ranks 6th globally and 2nd in China, with a market share of 1.9%. [1] - In the Chinese communication market for power management integrated circuits, Jiewate ranks 5th globally and 2nd in China, with a market share of 3.0%. [1] - In the Chinese computing and storage market for power management integrated circuits, the company ranks 6th globally and 2nd in China, with a market share of 1.1%. [1] Industry Growth - The global and Chinese integrated circuit markets are experiencing strong growth, driven by factors such as artificial intelligence, automotive electronics, and communication technologies. The market size in China is expected to reach RMB 2.74 trillion by 2029. [1]