格隆汇12月5日丨硕贝德(300322.SZ)在互动平台表示，公司有给台湾客户送样服务器液冷板等散热产 品，目前正在测试中。 ...

Core Insights - The rising costs of consumer goods in the U.S. are significantly impacting holiday spending, with families facing higher expenses for gifts due to inflation and less attractive discounts during the holiday shopping season [1][3] Group 1: Price Increases - Prices for electronic products, clothing, and essential goods have risen, leading to difficult budgeting decisions for families [3] - The increase in costs is attributed to U.S. government tariff policies that have raised the price of imported goods [4] Group 2: Government Policies and Market Impact - The U.S. government's recent tariff measures, aimed at protecting the domestic economy, have inadvertently disrupted market stability and provided opportunities for other countries, such as Russia, to expand their export markets [6][9] - Neighboring countries like Canada and Mexico have retaliated with their own tariffs, resulting in increased household expenses, such as higher electricity bills [7] Group 3: Consumer Behavior Changes - Consumers are adapting by purchasing holiday decorations and essentials early to avoid the full impact of tariffs on prices, and many are turning to second-hand platforms for gifts and appliances [9] - Price comparison has become a common practice among consumers, who are now more cautious about their spending and budgeting for the holiday season [9]

思泰克（301568.SZ）12月5日在投资者互动平台表示，航天领域广泛且深度使用PCB（印制电路板）， 并且对PCB的性能、可靠性和环境适应性要求远高于普通工业或消费电子领域。公司核心产品3D SPI （三维锡膏印刷检测设备）和3D AOI（三维自动光学检测设备）主要应用于电子装配领域中各类PCB 的SMT生产线中的品质检测环节，终端产品覆盖航天领域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司官网提到思泰克产品被广泛应用于航天，请问是 SPI和AOI的产品应用到了航天的客户吗？具体作用是检测航天的哪一块？ ...

而伴随着抽签结果的尘埃落定，2026年世界杯也将进入开启倒计时。作为FIFA官方技术合作伙伴，联 想集团将为本届世界杯提供先进技术与基础设施支持，通过智能设备、AI驱动解决方案及数据中心服 务，不仅为赛事组织者和48支参赛球队提供坚实的技术底座，也将为全球数十亿球迷带来前所未有的智 能观赛新体验。 也正因此，除了谁将进入"死亡之组"、哪些强队会狭路相逢之外，一个全新的悬念也在愈发频繁被讨 论：一届由AI深度参与的世界杯，会是什么样子？明年的世界杯，又将通过怎样的技术视角，重新理 解熟悉的绿茵赛场？ 2026年FIFA世界杯正赛的脚步越来越近！ 当地时间12月5日12点(北京时间12月6日凌晨1点)，2026年FIFA世界杯抽签仪式将于美国华盛顿举行， 48支球队的命运将在此刻揭晓。作为FIFA国际足联主席詹尼·因凡蒂诺口中的"筹备工作里程碑"，本次 抽签结果将决定最终对阵格局，更让全世界球迷再度迎来四年一度的悬念时刻。 抽签开启全球瞩目：史上最大规模世界杯全面进入AI节奏 根据抽签规则，48支球队被分为四档，每档12支球队。其中东道主球队美国、加拿大、墨西哥与其他9 支劲旅成为第一档"种子队"，其余球队分别进 ...

格隆汇12月5日丨亚世光电(002952.SZ)在投资者互动平台表示，公司正积极推进产业链延伸相关布局。 依托多年积累的定制化服务能力，目前已与工控领域优质企业达成合作，联合推进整机HMI产品的研发 与落地，该产品将更贴合工业自动化等下游场景的实际应用需求。 ...

闻泰科技股份有限公司（以下简称"闻泰科技"或"公司"）分别于2025年9月29日和2025年10月15日召开 第十二届董事会第二十次会议和2025年第四次临时股东会，审议通过了《关于〈闻泰科技股份有限公司 2025年员工持股计划（草案）〉及其摘要的议案》等相关议案。具体内容详见公司于上海证券交易所网 站（www.sse.com.cn）披露的相关公告。 根据《关于上市公司实施员工持股计划试点的指导意见》及《上海证券交易所上市公司自律监管指引第 1号一规范运作》等相关规定，现将公司2025年员工持股计划（以下简称"本员工持股计划"）实施的相 关情况公告如下： 本员工持股计划的股份来源为公司回购专用账户回购的闻泰科技A股普通股股票，本员工持股计划拟持 有的标的股票数量不超过157.20万股，由公司回购专用证券账户以36.36元/股的价格非交易过户至本员 工持股计划专用证券账户。 登录新浪财经APP 搜索【信披】查看更多考评等级 特此公告。 本公司董事会、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。 闻泰科技股份有限公司 2025年12月4日，公 ...

Group 1 - Company plans to increase capital by $100 million to expand AI computing power high-end printed circuit board production in Thailand [2] - Bona Film Group states that the box office revenue for "Avatar 3" is currently unpredictable and the investment return rights ratio is low, which will not significantly impact short-term performance [3] - Zhongwei Electronics announces that its controlling shareholder is planning a change in company control, leading to a temporary stock suspension [4] Group 2 - Guotou Intelligent clarifies that its controlling shareholder has not established a subsidiary in Hubei, countering market rumors [5] - Junya Technology reports that its PCB products can be used in humanoid robots, but this segment contributes less than 0.05% to total revenue, thus not significantly affecting current performance [6] - Aerospace Machinery states that its main business does not involve commercial aerospace, confirming no undisclosed major information [7] Group 3 - Haike Xinyuan's second-largest shareholder plans to reduce its stake by up to 2.5% through asset management plans [9] - Sun Cable's third-largest shareholder intends to reduce its stake by up to 3% for operational needs [10] - Deyi Cultural's controlling shareholder plans to reduce its stake by up to 2% without affecting company control [11] Group 4 - China National Materials International signs a total contract worth 2.7 billion yuan for an engineering project [13] - Weiguang Biological plans to sign a technology cooperation contract for blood products worth approximately 113 million yuan [14]

Core Insights - Darui Electronics considers Meta as an important end customer, with ongoing projects expected to create new business opportunities in the coming year [1] - Wisdar focuses on the research and production of carbon fiber products, possessing core technological capabilities that cover the entire supply chain from prepreg to mass production [1] - The company's core product is carbon fiber structural support components used in foldable screen displays, specifically located at the back of the screen and in the hinge area [1] - Wisdar is actively advancing the application of composite materials in the research and development of emerging AI hardware such as AI glasses and AR/VR devices [1]

Core Viewpoint - On December 4, the Shanghai Composite Index fell by 0.06%, with institutional investors appearing on the trading lists of 26 stocks, net buying 15 and net selling 11 [1] Institutional Trading Summary - Institutional special seats net bought the most in Heertai, which closed at the daily limit with a turnover rate of 14.52% and a transaction amount of 6.088 billion yuan. The net buying amounted to 329.87 million yuan, with three institutional seats among the top five buying departments [2] - Initial Spirit Information also closed at the daily limit with a turnover rate of 35.23% and a transaction amount of 1.647 billion yuan, net buying 82.62 million yuan from eight institutional seats [2] - Aerospace Power saw a slight decline of 0.19% with a turnover rate of 29.78% and a transaction amount of 4.918 billion yuan, net buying 58.52 million yuan from one institutional seat [3] Market Performance - The average increase of stocks with institutional net buying was 0.14%, outperforming the Shanghai Composite Index. Stocks like Initial Spirit Information and Haichang New Materials showed strong performance, closing at the daily limit [3] - Historical data indicates that stocks with institutional net buying have a 51.56% probability of rising the next day and a 49.83% chance of outperforming the Shanghai Composite Index [3] Earnings Forecasts - Among the stocks with institutional net buying, only one stock, Jingchuang Electric, provided a 2025 earnings forecast, expecting a net profit of 61.86 million yuan, representing a year-on-year increase of 5.00% [3] Institutional Net Selling Summary - Aerospace Development had the highest net selling amount among stocks, with a net selling of 363.73 million yuan, while also seeing a net inflow of 717 million yuan from the deep stock connect [4] - Other notable net sellers included Luoniushan and Tongqilou, with net selling amounts of 39.50 million yuan and 32.69 million yuan, respectively [4] Deep and Shanghai Stock Connect Activity - On December 4, 19 stocks on the trading list had appearances from deep and Shanghai stock connect, with net buying in stocks like Heertai and Aerospace Hanyu, amounting to 188.94 million yuan and 54.25 million yuan, respectively [7] - Stocks like Tongyu Communications and Aerospace Power saw significant net selling, with amounts of 1.46 billion yuan and 716.53 million yuan, respectively [7]

| | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系 | □媒体采访 | □业绩说明会 | | 活动类别 | □新闻发布会 | □路演活动 | | | √现场参观 | √电话会议 | | | □其他： 国泰海通证券：余玫翰 | | | | 深圳豪世资本私募证券基金管理有限公司：钟兆繁 天津文浩私募证券投资基金管理有限公司：曹丽强 | | | 参与单位名 | 海南珺德投资控股有限公司：熊伟 | | | 称及人员姓 | 华鑫证券：吕卓阳 | | | 名 | 华福证券：李琦 | | | | 中航证券：刘牧野 | | | | 招商证券：鄢凡 | | | | 诚通证券：赵绮晖 | | | | 中银证券：李圣宣 | | | 时间 | 2025 年 12 月 4 日下午 15:30-下午 | 17:30 | | 地点 | 优特利公司会议室及电话接入 | | | 公司接待人 | 英力股份董事、董事会秘书：鲍灿 | | | 员姓名 | 优特利董事长：王继生 | | | | 优特利副总经理：罗强 | | 安徽英力电子科技股份有限公司 投资者关系活动记录表 编号：2025-005 证 ...