翻开"总体规模有望连续16年位居全球第一"的辉煌一页，踏着韧性十足、潜力涌动、活力迸发的步伐， 中国制造昂首迈入"十五五"开局之年。这一年，承前启后与深度转型并进，传统制造模式调整与新质生 产力培育将深度交融，产业发展的战略机遇和风险挑战相伴相生；这一年，稳住基本盘与新旧动能转换 同行，传统产业焕新与新兴产业壮大将同向发力，高质量发展的坚实根基和长远动能不断筑牢。 "十五五"规划建议将"建设现代化产业体系，巩固壮大实体经济根基"摆在战略任务的首位。2026年，中 国制造将锚定"稳"的目标，发挥经济发展"压舱石"作用；迈出"进"的步伐，推动产业结构优化升级；激 发"新"的动能，让科技创新与产业创新同频共振；释放"活"的潜力，引导各类经营主体主动突破。破困 局，开新局，继续彰显中国智造的磅礴伟力。 稳：夯实实体根基 中国制造量的合理增长，能稳固经济发展底盘，夯实实体经济根基，为"十五五"开局蓄势赋能，是支撑 产业质的有效提升的基础和根本，更是我们奋进路上的底气与力量。 中国制造质的有效提升，能增强产业核心竞争力，塑造高质量发展优势。这既是破解产业同质化、摆脱 低端路径依赖的务实举措，也是推动中国制造向价值链高端攀 ...

Core Viewpoint - China's manufacturing sector is poised for significant growth and transformation during the "14th Five-Year Plan" period, focusing on stabilizing the economy, advancing industrial upgrades, and fostering innovation to enhance competitiveness and sustainability [1][15]. Group 1: Stability - The reasonable growth of China's manufacturing output is essential for solidifying the economic foundation and supporting quality improvements in the industry [2]. - Key industrial provinces play a crucial role in stabilizing economic growth, contributing 80% of the industrial output value [2]. - The focus on stabilizing key industries, such as automotive and electronics, is vital for maintaining industrial economic growth [2][3]. - The government plans to implement new growth strategies for ten key industries to ensure long-term stability in the industrial economy [2]. Group 2: Progress - The effective enhancement of quality in China's manufacturing will strengthen core competitiveness and promote high-quality development [5]. - The growth rates for major manufacturing sectors, such as equipment and high-tech manufacturing, are projected to exceed the overall industrial growth rate by significant margins [5]. - The focus on high-end manufacturing and technological innovation will drive the industry towards higher value chains [6]. - The digital transformation of manufacturing is emphasized as a key strategy for improving quality and efficiency [6][7]. Group 3: New Growth Drivers - The cultivation of new quality productivity is essential for restructuring and revitalizing the manufacturing sector [9]. - Emerging industries, characterized by high technology and value, are seen as critical for driving economic growth and transitioning to sustainable development [9][10]. - Traditional industries will undergo significant upgrades, leveraging new technologies to support the growth of emerging sectors [10]. - Future industries will be strategically developed to ensure early positioning in high-potential areas such as quantum technology and artificial intelligence [11]. Group 4: Innovation - Technological innovation is identified as a core element for driving new productivity and enhancing industrial vitality [12]. - The government aims to increase high-quality technological supply by focusing on key industry needs and supporting major technological projects [13]. - Enterprises are recognized as the main drivers of R&D investment, with government policies aimed at further stimulating innovation [13][14]. - A collaborative innovation ecosystem will be established to facilitate the integration of various innovation resources into the manufacturing sector [14].

证券代码：603501 证券简称：豪威集团 公告编号：2026-008 转债代码：113616 转债简称：韦尔转债 豪威集成电路（集团）股份有限公司 关于部分行使超额配售权、稳定价格行动 及稳定价格期结束的公告 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。 经香港联合交易所有限公司（以下简称"香港联交所"）批准，豪威集成电路（集团）股份有限公司（以 下简称"公司"）发行的45,800,000股H股股票（行使超额配售权之前）已于2026年1月12日在香港联交所 主板挂牌并上市交易。公司H股股票中文简称为"豪威集团"，英文简称为"OMNIVISION"，股份代号 为"0501"，具体内容详见公司于2026年1月13日在指定媒体披露的《关于H股挂牌并上市交易暨股份变 动的公告》（公告编号：2026-004）。 一、部分行使超额配售权的情况 根据本次发行方案，公司招股说明书所述超额配售权已于2026年2月6日（星期五）获保荐人兼整体协调 人（为其自身及代表国际承销商）部分行使，涉及合计4,941,100股H股股份，占全球发售项下初步 ...

Group 1 - A total of 129 listed companies were investigated by institutions from February 2 to February 6, with Nepean Mining and Huanxu Electronics receiving the most attention, involving 113 institutions [1] - Dajin Heavy Industry, Obi Photonics-UW, and BGI Genomics were investigated by 109, 76, and 73 institutions respectively [1] - Weichai Heavy Machinery and Jereh Group received 4 institutional investigations, while Hai'an Group and COFCO Technology were investigated 3 times [1] Group 2 - Institutions continue to focus on sectors such as industrial machinery, electrical components and equipment, and integrated circuits [1]

Group 1 - The core point of the announcement is that the National Integrated Circuit Industry Investment Fund holds approximately 512 million shares of Shanghai Silicon Industry Group, accounting for 15.49% of the total shares, and plans to reduce its holdings by up to 99.15 million shares, or 3% of the total share capital, within three months after the announcement [1] - The shares to be reduced are all from the initial public offering and have been fully released from restrictions and are now tradable [1] - The investment fund has obtained the necessary approvals from the China Securities Investment Fund Industry Association and complies with the regulations regarding the reduction of shares by venture capital fund shareholders [1] Group 2 - The investment fund's reduction plan will be executed through block trades or centralized bidding, with the specific reduction price determined by market conditions [1] - The fund is subject to specific regulations that limit the amount of shares that can be reduced within a given period, including a maximum of 1% through centralized bidding and 2% through block trades within any consecutive 30-day period [1]

每经AI快讯，沪硅产业2月6日晚间发布公告称，上海硅产业集团股份有限公司子公司上海新昇半导体 科技有限公司拟与公司关联方上海集成电路材料研究院有限公司全资子公司上海集材汇智集成电路技术 有限公司签署工业厂房租赁合同，将其位于中国（上海）自由贸易试验区临港新片区云水路1100号的部 分工业厂房租借给其用于建设集成电路材料性能测试平台、集成电路材料研发服务平台等多个创新功能 平台。本次租出厂房总面积7,988.70平方米，租赁期限共计9年，自2026年3月1日起至2035年2月28日。 每日经济新闻 （记者 胡玲） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——目标是囤700吨黄金！连续两年增持黄金最多的央行宣布：再买150吨 ...

Core Viewpoint - Muxi Co., Ltd. announced a plan for the phased investment of raised funds over three to four years, optimizing cash management for idle funds not exceeding RMB 2.9 billion to enhance financial returns without affecting project progress [1][5]. Group 1: Fund Management and Investment Plans - The company will manage idle raised funds by investing in high-security, liquid cash management products with a maturity of no more than 12 months, ensuring funds can be redeemed as needed for project requirements [4]. - The total net amount raised during the IPO was RMB 3.899 billion, with projects including the development and industrialization of new high-performance general-purpose GPUs and AI inference GPUs [4][5]. - The cash management amount will decrease as funds are allocated to the investment projects, aligning with the planned investment schedule [5]. Group 2: Industry Context and Performance - The integrated circuit industry is characterized by high investment and long R&D cycles, necessitating phased expenditures for equipment procurement and validation [4]. - Muxi Co., Ltd. is a leading enterprise in high-performance general-purpose GPUs, focusing on core technology breakthroughs and creating a competitive product system for various applications [7]. - The company expects a revenue of RMB 1.6 billion to 1.7 billion for 2025, representing a year-on-year growth of 115.32% to 128.78%, while projecting a net loss narrowing to RMB 650 million to 798 million [6][7]. Group 3: Market Performance - On February 4, Muxi Co., Ltd. shares rose by 0.17% to RMB 505 per share, reflecting a 382.5% increase from the IPO price of RMB 104.66, but a 43.5% decline from the highest price of RMB 895 on the first trading day [8].

（编辑 任世碧） 证券日报网讯 2月6日，沪硅产业发布公告称，截至本公告披露日，国家集成电路产业投资基金股份有 限公司（简称"产业投资基金"）持有公司512，056，457股，占公司股份总数15.49%。产业投资基金基 于自身经营管理需要，计划自本公告披露之日起15个交易日后的3个月内，通过大宗交易或集中竞价方 式减持不超过99，150，701股公司股份，即不超过公司总股本的3%，具体减持价格将根据市场价格确 定。 ...

Core Viewpoint - The company, Keda Intelligent, announced the approval of a proposal to expand its business scope, which includes integrated circuit design, manufacturing, and sales [1] Group 1: Business Expansion - The company plans to add several new business areas related to integrated circuits, including design, manufacturing, and sales of integrated circuit chips and products [1] - The proposal includes modifications to relevant clauses in the company's articles of association to reflect the expanded business scope [1] - The board has authorized the management to handle the necessary business registration changes, pending approval from the shareholders' meeting [1]

2025年12月8日，上海，工程师在量产工厂调试机器人。当日，智元第5000台通用具身机器人——灵犀 X2正式量产下线。中新社记者 汤彦俊 摄 从国际经验来看，顶尖科技创新中心往往是全球创新要素的集聚枢纽、产业变革的策源地和国家核心竞 争力的集中体现。美国硅谷凭借半导体与互联网技术重塑全球产业格局，波士顿依托生命科学与人工智 能引领前沿突破。这些案例无不印证，国际科创中心的崛起能够推动区域经济能级跃升，形成"创新— 产业—财富"的正向循环，为国家在全球分工体系中赢得战略主动。 中国选择京津冀、长三角、粤港澳大湾区作为国际科创中心承载地，是基于区域禀赋的战略考量。三大 区域凭借差异化的核心优势，构成了中国国际科技创新的"黄金三角"。 京津冀以北京为核心，集聚了全国最优质的科研资源，拥有清华大学、北京大学等顶尖高校和中国科学 院等科研院所，在人工智能、量子信息等基础研究领域接近国际前沿，北京连续第四年稳居《国际科技 创新中心指数2025》（下称："GIHI2025指数"）三甲，其科学中心维度更是首次登顶全球。 2025年6月28日，在北京举行的中国首场机器人足球3V3 AI赛总决赛中，清华大学火神队5比3战胜中国 ...