Core Insights - China has established over 4,000 national standards in advanced manufacturing since the "14th Five-Year Plan," significantly impacting cost reduction, product quality assurance, international trade, and enhancing enterprise competitiveness [1][3][11] Group 1: Standards Development - The State Administration for Market Regulation has released 491 national standards in the smart manufacturing sector, providing high-quality references for the digital and intelligent transformation of manufacturing enterprises [3] - In the new energy vehicle sector, 95 national standards have been published, enhancing collaboration across the automotive supply chain and improving production efficiency while reducing costs [3] - Approximately 20% of China's total group standards focus on advanced manufacturing fields such as new-generation information technology and high-end equipment manufacturing, supporting industrial upgrades and technological innovation [3] Group 2: International Standards and Collaboration - China has proposed 880 international standard proposals and led the development of 532 international standards in areas like new energy vehicles and aerospace during the "14th Five-Year Plan" [3] - The conversion rate of advanced applicable international standards into national standards exceeds 90%, with 4,210 international standards adapted for domestic use [4] - Platforms like the Hongqiao International Economic Forum and the Qingdao International Standardization Conference have been utilized to enhance international standard exchanges in advanced manufacturing sectors [4] Group 3: Impact on Manufacturing Efficiency - The establishment of over 30,000 basic smart factories, 1,200 advanced smart factories, and 230 excellent smart factories has led to significant improvements: average product development cycles shortened by 28.4%, production efficiency increased by 22.3%, defect rates reduced by 50.2%, and carbon emissions decreased by 20.4% [7] - The implementation of standards in smart manufacturing is seen as a key driver for high-quality development in the manufacturing sector, with specific guidelines provided for smart factory construction and safety control [6] Group 4: Future Industry Standards - Jiangsu Province has initiated a three-year action plan for future industry standardization, focusing on sectors like synthetic biology and drones, and promoting collaboration among technical organizations, universities, industry associations, and enterprises [9] - The government work report for 2025 emphasizes the need for standard enhancement to lead the optimization and upgrading of traditional industries [11] - The State Administration for Market Regulation plans to revise and develop over 4,000 national standards focusing on key areas such as artificial intelligence, IoT, and new materials to support manufacturing transformation [12]

中证报中证网讯（王珞）2025年以来，在全球科技叙事持续背景下，科创板成为A股结构性行情的重要 引擎。科创200指数聚焦集成电路、人工智能、生物医药、高端设备等前沿领域，天然具备高成长、高 研发投入的特性，且以中小型科创企业为主，有望成为捕捉A股科技成长板块高弹性的重要工具。 上证科创板200指数选取科创板市值偏小且流动性较好的200只证券作为样本，是科创板指数体系中锐度 较高的宽基指数之一，涵盖半导体、化学制药、医疗器械、自动化设备等36个申万二级行业，"硬科 技"属性突出。从市值分布看，该指数聚焦科创板中成长潜力突出的小市值"黑马"。数据显示，截至8月 30日，指数样本股市值中位数为82.25亿元，市值小于100亿元的上市公司数量占比达67.50%，小盘风格 鲜明。 建信基金认为，科创200指数的编制规则天然筛选出一批研发强度高、创新能力强的"新质生产力"代表 企业，是布局中国未来核心科技力量、把握经济转型升级红利的"压舱石"型资产。其样本股大多处于发 展的关键成长期，中长期增长潜力突出。随着国家持续加大对科创企业在融资、人才、市场准入等方面 的支持力度，科创200指数或将持续受益于科技时代的发展成果，是 ...

Core Viewpoint - The article emphasizes the critical role of standards in supporting economic activities and social development, particularly in enhancing the quality of manufacturing during the "14th Five-Year Plan" period [1] Group 1: National Standards and Manufacturing Development - Since the beginning of the "14th Five-Year Plan," over 4,000 national standards have been released in key industries such as integrated circuits, new materials, new energy vehicles, robotics, and aerospace equipment [1] - In the field of intelligent manufacturing, 491 national standards have been published, providing high-quality references for the digital and intelligent transformation of manufacturing enterprises [1] - In the new energy vehicle sector, 95 national standards have been established to enhance collaboration across the automotive supply chain, improve production efficiency, and reduce costs [1] - The solar photovoltaic sector has seen the release of 221 national standards, which help prevent irrational competition and promote high-quality industry development [1] Group 2: International Standards and Global Competitiveness - During the "14th Five-Year Plan," China has taken on 26 technical secretariats in international standard organizations and proposed 880 international standard proposals in key areas such as new energy vehicles and aerospace [2] - The conversion rate of advanced applicable international standards into Chinese standards exceeds 90% in key areas [2] - International standards are seen as a means to enhance the international competitiveness of industries, particularly in emerging technologies like artificial intelligence and brain-computer interfaces [2] Group 3: New Business Models and Trade Facilitation - International standards are facilitating the development of new business models driven by digital economy and technological innovation, providing unified technical specifications for various new industries [3] - The establishment of international standards for products like photovoltaic and new energy vehicles promotes smooth international trade connections [3] - Standards related to carbon data tracing and carbon footprint accounting are aiding sustainable development by addressing cross-border comparability and verification challenges [3] Group 4: Future Directions - The focus will be on guiding more technological achievements to be transformed into international standards and enhancing practical exchanges with other countries to continuously support high-quality manufacturing development [4]

Core Viewpoint - Shanghai is accelerating the intelligent development of manufacturing through the implementation of the "AI + Manufacturing" development plan, aiming to enhance the integration of AI technologies in various manufacturing sectors [1][2]. Group 1: Goals and Objectives - The plan aims to enable 3,000 manufacturing enterprises to achieve intelligent applications, establish 10 industry benchmark models, create 100 benchmark intelligent products, promote 100 demonstration application scenarios, and build around 10 "AI + Manufacturing" demonstration factories [2]. - The initiative includes the development of approximately 5 comprehensive integration service providers and a competitive batch of specialized service providers to form an intelligent development ecosystem in manufacturing [2]. Group 2: Technological Advancements - The plan emphasizes the need to enhance foundational industrial model capabilities, including multi-modal algorithm innovation and improved understanding of physical laws, visual processing, and intelligent decision-making [3]. - It also focuses on breakthroughs in industrial intelligence frontier technologies, such as the development of an industrial metaverse and digital mapping of factory spaces to support innovative applications [3]. - The initiative includes advancements in industrial data governance and synthesis technologies, aiming to standardize data processing and enhance model training through data synthesis trials [4]. Group 3: Key Platforms and Applications - The establishment of a key element platform is proposed, including the development of an industrial intelligent computing cloud platform to support various deployment solutions for enterprises [5]. - A public service platform for industrial data is to be created, facilitating the sharing of high-quality multi-modal data across industries, enhancing data governance capabilities for small and medium enterprises [5][6]. - The plan outlines the creation of a fusion innovation base to drive the development of common technologies and applications in the manufacturing sector [6]. Group 4: Industry Focus Areas - The initiative will focus on empowering key industries such as integrated circuits, electronic information, automotive, high-end equipment, shipbuilding, aerospace, advanced materials, steel, fashion consumer goods, and pharmaceutical manufacturing [8]. - It aims to explore new manufacturing models, including software-defined factories and fully on-demand manufacturing, leveraging an "industrial brain" for decision-making [9]. Group 5: Development of AI-Enhanced Products - The plan includes the development of "AI+" intelligent products, such as AI-enhanced industrial software tools and AI-integrated industrial equipment, to improve production efficiency and management [10]. - It also emphasizes the collaboration between consumer terminal companies and AI firms to innovate smart consumer devices [10]. Group 6: Ecosystem Development - The initiative aims to cultivate specialized service providers to upgrade digital transformation services into intelligent solutions, establishing a "group-style" service system [11]. - It will promote the integration of AI technologies into industrial internet platforms to enhance model-as-a-service capabilities and improve supply chain intelligence [11]. - The plan includes the promotion of industrial robots in key sectors to enhance production efficiency and safety [12].

200余名高校学子"沉浸式"参访宁企 南京开展"宁聚服务行 乐业金陵"创新产业参访活动 据了解，为贯彻落实省、市关于促进高校毕业生高质量充分就业的决策部署，切实提升高校毕业生在人 工智能、智能制造、集成电路、生物医药、数字科技等领域的就业能力，今年暑假期间，南京市劳动就 业服务管理中心已先后组织赴紫金山实验室、菲尼克斯、华天科技、正大天晴等知名企业开展四场"宁 聚服务行 乐业金陵"创新产业参访活动，吸引南京大学、东南大学、南京理工大学等近20所在宁高校的 200余名在校大学生参与。 接下来，市人社部门还将继续组织青年大学生走进南京炫佳网络科技、江苏原力数字科技等行业标杆企 业，让学子们进一步沉浸式体验职场生态、拓展职业视野、校准就业坐标，为未来求职竞争力的提升打 下坚实基础。 在专题分享环节，企业人力资源管理中心研发BP部汪经理及来自南京市就业指导专家团的周老师，围 绕"医药行业当前形势和就业指导""在智能世界中发掘你的职业可能"等主题进行分享，深入剖析了当前 的就业形势及应对策略，阐述了科技创新是企业发展的灵魂，传授了如何在面试中脱颖而出的方法，台 下同学们认真记录，不时回应。 "参观了生产线觉得自动化程度 ...

今年，我省"AI+生物医药"领域再添创新引擎——江苏省人工智能生物医药技术产业研究院。通过整合 顶尖人才、搭建高端平台、创新合作机制，该研究院加速破解生物医药产业"卡脖子"难题，推动多项科 研成果从"实验室"走向"生产线"。 记者近日在该研究院人工智能结构生物学中心看到，科研人员正借助江苏首台对外开放服务的300kV冷 冻电镜，开展蛋白质三维结构解析实验，来自省内高校、三甲医院及创新药企等20余家单位的研发人员 在此协同攻关。 编者按由省科技厅主办、省新质生产力促进中心承办的"2025江苏产学研合作对接大会"，将于9月11日 在南京开幕。本次大会以"科技赋能新质生产力创新融合发展打头阵"为主题，更广范围、更高层次、更 宽领域集聚配置国内外高端创新资源，推动产学研深度合作，加速成果落地和产业化。会前，记者深入 探访多家高校企业科研院所，挖掘我省加强科技创新和产业创新深度融合，加快培育发展新质生产力的 一线案例和创新做法。 □ 本报记者张宣蔡姝雯杨易臻 8月15日，由无锡长电科技（600584）研发的国产首台28纳米关键尺寸电子束量测量产设备成功出机， 该成果填补我国集成电路产业关键环节的空白，提高了国产芯片高端 ...

Core Viewpoint - The report outlines the ongoing supervision and assessment of Guizhou Zhenhua Fengguang Semiconductor Co., Ltd. by CITIC Securities, highlighting the company's financial performance, risk management, and core competitiveness in the semiconductor industry. Summary by Sections Continuous Supervision Overview - CITIC Securities conducted a semi-annual review of the company, focusing on governance, financial management, and compliance with regulations [1]. Issues and Rectification - No significant issues were identified during the supervision period, indicating stable operations [2]. Major Risk Items - The company faces risks related to the uncertainty of technology commercialization and market acceptance of new products, which could impact financial performance if key technological breakthroughs are not achieved [2]. - High customer concentration poses a risk, as the company primarily serves state-owned enterprises, making it vulnerable to fluctuations in demand from these clients [3][4]. Financial Performance Indicators - Revenue for the first half of 2025 was CNY 464.66 million, a decrease of 23.90% compared to the same period in 2024 [6]. - Net profit attributable to shareholders dropped by 73.03%, while the net profit after excluding non-recurring items fell by 76.07% [6][7]. - The company's cash flow from operating activities increased by CNY 212.11 million, attributed to improved collection efforts and optimized production management [6]. Core Competitiveness - The company is a pioneer in the domestic analog integrated circuit industry, focusing on independent innovation and strengthening R&D capabilities [7][12]. - It has established a multi-center R&D network and collaborates with top universities to accelerate technological innovation [8][12]. R&D Expenditure and Progress - R&D expenses for the first half of 2025 amounted to CNY 76.98 million, representing 16.57% of revenue, an increase of 7.98% from the previous year [14]. - The company applied for 30 invention patents and 4 software copyrights during the reporting period, reflecting its commitment to innovation [14]. Use of Raised Funds - The company has established a management system for raised funds, ensuring compliance with decision-making and disclosure procedures, although the progress of some projects has been delayed [15][11]. Shareholding and Management - As of June 30, 2025, the controlling shareholder holds 40.12% of the company's shares, with no pledges or reductions in shareholding reported [16][17]. Other Matters - The company is advised to continue progressing on its investment projects to ensure they meet expected outcomes [11].

证券代码：688469 证券简称：芯联集成 公告编号：2025-048 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相应的法律责任。 重要内容提示 ? 发行数量和价格 股票种类：人民币普通股（A 股） 发行股票数量：1,313,601,972 股 发行股票价格：4.04 元/股 ? 预计上市时间 本次发行股份购买资产新增股份已于 2025 年 9 月 3 日在中国证券登记 结算有限责任公司上海分公司办理完成登记手续。 本次发行新增股份在其限售期满的次一交易日在上海证券交易所上市 交易（预计上市时间如遇法定节假日或休息日，则顺延至其后的第一个交易 日），限售期自股份发行完成之日起开始计算。 ? 资产过户情况 本次交易标的资产的过户手续已办理完毕。 （二）本次发行情况 本次发行股份及支付现金购买资产中，发行的股份种类为人民币普通股（A 股），每股面值为人民币 1.00 元，上市地点为上交所。 本次发行股份及支付现金购买资产的定价基准日为上市公司第一届董事会 第二十四次会议决议公告日。经交易各方协商，上市公司确定本次发行股份购买 资产的发行 ...

Core Viewpoint - The independent financial advisor, Huatai United Securities, has provided an opinion on the implementation of the asset acquisition and related transactions by ChipLink Integrated Circuit Manufacturing Co., Ltd, indicating that the transaction has followed the necessary legal and regulatory procedures [1][15]. Group 1: Transaction Overview - The transaction involves the acquisition of a 72.33% stake in ChipLink Yuezhou Integrated Circuit Manufacturing Co., Ltd by issuing shares and paying cash, making it a wholly-owned subsidiary of the listed company [7][10]. - The total assessed value of 100% equity of ChipLink Yuezhou is 815,200 million RMB, with the agreed transaction price for the equity set at 589,661.33 million RMB [7][10]. - The cash portion of the transaction will be funded from the company's own resources [7]. Group 2: Transaction Details - The share issuance price is set at 4.04 RMB per share, which is not lower than the average trading price over the 20 trading days prior to the pricing benchmark date [9][10]. - A total of 1,313,601,972 shares will be issued as part of the transaction, with the total payment to the transaction parties comprising 530,695.20 million RMB in shares and 58,966.13 million RMB in cash [11][12]. Group 3: Implementation Status - As of the date of the independent financial advisor's opinion, all necessary decision-making and approval processes for the transaction have been completed [15]. - The transfer of the target assets has been finalized, and the company now holds 100% equity in the target company [13][14]. - The cash payment to the transaction parties has been completed, and the registration of the newly issued shares has been finalized [14][15]. Group 4: Compliance and Future Steps - The independent financial advisor confirms that the transaction complies with relevant laws and regulations, and there are no significant discrepancies with previously disclosed information [15][16]. - Future steps include the completion of any necessary registration or filing procedures related to the transaction [15].

之 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务 所 法律意见书 目 录 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于芯联集成电路制造股份有限公司 发行股份及支付现金购买资产暨关联交易实施情况之 法律意见书 案号：01F20233741 致：芯联集成电路制造股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受芯联集成电路制造股份 有限公司（以下简称"公司""上市公司"或"芯联集成"）的委托，并根据上 市公司与本所签订的《法律服务委托协议》，作为上市公司本次发行股份及支付 现金购买资产暨关联交易事项（以下简称"本次交易"）的特聘专项法律顾问。 本所已于 2024 年 12 月 28 日出具了《上海市锦天城律师事务所关于芯联集 成电路制造股份有限公司发行股份及支付现金购买资产暨关联交易之法律意见 书》（以下简称"《法律意见书》"），于 2025 年 3 月 14 日出具了《上海市锦 天城律师事务所关于芯联集成电路制造股份有限公司发行股份及支付现金 ...