Core Viewpoint - The announcement details a shareholding change involving the National Integrated Circuit Industry Investment Fund II Co., Ltd., which has reduced its stake in Shenzhen Baiwei Storage Technology Co., Ltd. by approximately 0.9955% through a block trade, bringing its total shareholding down from 7.9033% to 6.9078% [3][4]. Group 1: Shareholding Change - The National Integrated Circuit Industry Investment Fund II Co., Ltd. has reduced its holdings by 4,646,000 shares, which represents 0.9955% of the total share capital of Shenzhen Baiwei Storage Technology Co., Ltd., calculated based on a total of 466,708,301 shares [3]. - The change in shareholding is consistent with the previously disclosed reduction plan, and it does not trigger any mandatory tender offer or affect the control of the company [4]. Group 2: Compliance and Disclosure - The company confirms that the information provided in the announcement is accurate and aligns with the obligations of information disclosure [2]. - The company and its shareholders will continue to comply with relevant regulations regarding share reductions and will fulfill their information disclosure obligations in a timely manner [5].

如何将全球顶尖人才的智慧转化为驱动区域高质量发展的核心生产力？今年以来，多地依托强大的产业 基础，精准吸纳海内外优质人才资源。 "以产聚才、以才兴产" 成为区域发展的核心逻辑。前不久在"未来【士】界、【士】聚虹桥"国际硬科技 创业菁英盛会上，虹桥国际中央商务区管理委员会副主任王新谈到，商务区正围绕人才 "引、育、用、 留" 构建全链条服务体系，核心是打造国际化多层次人才生态。 依托独特的区位交通优势，虹桥国际中央商务区已形成生物医药、新能源、专业服务业、智能网联汽车 等重点产业集群，信达生物、正大天晴、天合光能、晶科能源、阳光电源、毕马威、理想汽车、阿维塔 等一批行业领军企业相继落地，产业集聚效应持续释放。 "人才是区域发展的根本资源，创新是区域发展的核心动力。"闵行区政府党组成员、副区长谭瑞琮表 示，期待顶尖人才发挥三大关键作用：在技术突破上，推动AI、生物医药等领域的核心技术攻关；在 产业带动上，产生"雁阵效应"，以领军人才带动整个团队和产业；在生态构建上，助力打造开放创新网 络，让虹桥成为国际人才来华发展的首站。 在人才服务保障方面，虹桥国际人才服务中心引入上海市公安局海外人才直联平台，实现外籍人士在华 ...

着眼夯实"基本盘"，优化提升传统产业。《建议》提出，推动冶金、化工、纺织服装、建筑建材等传统 优势产业高端提质、数智赋能、绿色转型。这些行业是山东的厚实家底，将坚持先立后破，优布局、调 结构，提高先进产能占比，进一步巩固提升山东作为全国重要工业基地的地位。比如，钢铁行业，将全 力打造日-临、莱-泰两大精品钢基地，建设永锋钢焦一体化等支撑性项目，沿海粗钢产能占比将由目前 的53%提高到65%以上，千万吨级钢铁企业达到3家，高端精品钢占比突破50%。再比如，石化行业，按 照"减量、整小、上大，减油、增化、延链"的总体思路，推进实施东明石化炼化一体化等重大石化项 目，力争千万吨级炼油产能、炼化一体化产能占比均达到60%以上，推动产业实现由大到强的战略性转 变。 着眼构筑"强引擎"，培育壮大新兴产业。新兴产业成长潜力大、效益好，《建议》将其作为发展新质生 产力的主阵地。一方面，着力打造新兴支柱产业，推动集成电路、新能源、新材料、生物医药等产业提 质扩量；在这些重点领域，山东已布局50个战略性新兴产业集群，有10个产值规模突破千亿，将集中要 素资源，进一步做大做强。另一方面，培育富有潜能的特色产业，着力打造低空经济发展 ...

Core Viewpoint - The announcement details a shareholding change involving the National Integrated Circuit Industry Investment Fund II, which has reduced its stake in Shenzhen Bawei Storage Technology Co., Ltd. from 7.9033% to 6.9078% through a block trade, affecting 4,646,000 shares, representing 0.9955% of the total share capital [2][3]. Group 1: Shareholding Change - The National Integrated Circuit Industry Investment Fund II has executed a share reduction plan, selling 4,646,000 shares between October 9, 2025, and December 2, 2025 [2][3]. - The total share capital of Shenzhen Bawei Storage Technology Co., Ltd. is 466,708,301 shares, which serves as the basis for calculating the shareholding percentages [1][2]. Group 2: Compliance and Impact - The share reduction aligns with previously disclosed plans and does not trigger a mandatory tender offer or affect the company's control structure [3]. - The company and its shareholders will continue to comply with relevant regulations regarding share reductions and will fulfill their information disclosure obligations [3].

形势越复杂，浦东的战略地位越凸显。 在经历一段压力期后，上海浦东重拾引领性增长。 2025年前三季度，浦东新区地区生产总值达到13536亿元，现价同比增长6%，分别高出上海、全国0.5个、0.8个百分点。 自2020年11月，浦东被赋予打造社会主义现代化建设引领区的这5年，恰逢纷繁复杂的国际国内环境和大国竞争博弈交织，以及新一轮科技革命和产业变革 的加速演进。"形势越复杂，浦东的战略地位越凸显。"上海浦发新区发改委主任肖林表示。 目前，《中共中央 国务院关于支持浦东新区高水平改革开放打造社会主义现代化建设引领区的意见》（下称中央《引领区意见》）明确的121项任务基本完 成。2024年浦东生产总值达1.78万亿元，比2020年现价增长34%，2025年前三季度人均生产总值达4.3万美元，超过意大利水平；全员劳动生产率达60.6万元/ 人；城乡居民人均收入达9.5万元。 在打造国内大循环的中心节点和国内国际双循环的战略链接的过程中，基于引领区建设而持续增强的科技创新策源功能、高端产业引领、高水平改革开放、 全球资源配置能力等，正在为浦东积蓄更多动能，也成为上海为全国发展大局挑大梁的一张重要"王牌"。 更多"从0到 ...

Core Viewpoint - The announcement from Baiwei Storage indicates that a major shareholder, the National Integrated Circuit Industry Investment Fund Phase II, has reduced its stake in the company as part of a pre-established plan, which will not significantly impact the company's operations or governance structure [3][4]. Group 1: Shareholder Actions - The National Integrated Circuit Industry Investment Fund Phase II held 36,885,396 shares, representing 7.9% of Baiwei Storage's total share capital of 466,708,301 shares before the reduction [3]. - Between October 9, 2025, and December 2, 2025, the fund reduced its holdings by 4,646,000 shares, which is 0.9955% of the total share capital, bringing its total holdings down to 32,239,396 shares, or 6.91% [3]. - This reduction in stake is in line with a previously disclosed plan and does not violate any commitments made by the shareholder [3][4]. Group 2: Impact on Company - The reduction in shareholding is characterized as a normal divestment and does not involve any issues related to the source of funds [4]. - The change in shareholding will not lead to any changes in the controlling shareholder or actual controller of the company, nor will it have a significant impact on the company's governance structure and ongoing operational capabilities [4].

华创证券指出，中证A500行业配置聚焦四大方向：科创、顺周期、出海及地产链。科创领域受益 于康波周期下的科技博弈，估值上限有望继续打开，重点关注光学元件、PCB、集成电路等细分领域； 顺周期行业在再通胀交易中表现突出，尤其是供给紧张的周期（有色/化工/钢铁/煤炭）、制造（机械/ 医药/交运）、消费（养殖/纺服）及科技（消费电子/光学光电子）板块。出海逻辑强调产能全球化布 局，关注电新、机械、通信等高景气赛道；地产链则处于中期触底阶段，建筑建材、家居家电、物管等 具备困境反转的高赔率机会。行业新旧动能转换中，科技制造ROE稳步抬升。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 把握A股机遇，或可关注中证A500ETF（159338），中证A500创新指数编制方案，以国际通用 的"行业均衡"方式编制。从客户数量来看，根据2025年中报，国泰中证A500ETF总户数位列 ...

今年前三季度，前海实现地区生产总值2250.8亿元、增长5.5%；1-10月实现进出口总额6124.5亿元、增 长4.5%，实际使用外资161亿元、增长27.1%，占深圳市54.2%。当前，前海已吸引超1.2万家外商投资企 业落户、183家世界500强企业投资布局，如西门子、汇丰、IBM、瑞银等。 "前海已经形成香港研发、前海转化、深圳制造的创新链条，这对央企发挥好香港高校创新资源，实现 重大突破及转化，特别是技术研究突破和加速发展具有很好的实操意义。"参会董事代表说。 近年来，央企将目光着重瞄向战略性新兴产业。国务院国资委数据显示，"十四五"以来，中央企业在战 略性新兴产业领域累计投资8.6万亿元，在集成电路、生物技术、新能源汽车等领域发展速度明显加 快。不少中央企业设立了创投基金，目前总规模近千亿元，积极投早、投小、投长期、投硬科技，形成 了产融结合的新模式。 12月3日，中央企业专职外部董事团赴深圳前海开展座谈交流、实地调研。 21世纪经济报道记者了解到，参与此次前海行的央企包括三峡集团、航空工业集团、中远海运等绿色能 源、先进制造、海洋经济龙头企业，中旅集团、南光集团等在香港、澳门的央企，以及中国国新 ...

Core Insights - SMIC's stock price decreased by 1.22% on December 3, with a trading volume of 2.757 billion yuan [1] - The company reported a net financing outflow of 35.25 million yuan on the same day, with a total financing balance of 13.2 billion yuan [1] Financing Overview - On December 3, SMIC had a financing buy-in of 360 million yuan, with a financing balance of 13.177 billion yuan, representing 5.90% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1] Short Selling Overview - On December 3, SMIC repaid 10,100 shares in short selling and sold 10,400 shares, amounting to 1.1621 million yuan at the closing price [1] - The short selling balance stood at 2.236 million yuan, which is below the 50th percentile of the past year, indicating a lower level of short selling activity [1] Company Profile - SMIC, established on April 3, 2000, is located in Shanghai and specializes in integrated circuit wafer foundry services across various technology nodes from 0.35 microns to 14 nanometers [1] - The company's revenue composition is primarily from integrated circuit wafer foundry services (93.83%) and other services (6.17%) [1] Shareholder Information - As of September 30, 2025, SMIC had 336,200 shareholders, an increase of 33.27% from the previous period, while the average number of circulating shares per shareholder decreased by 25.41% [2] - The top ten circulating shareholders include several ETFs, with notable reductions in holdings from major shareholders [2]

机构持仓方面，截止2025年9月30日，国博电子十大流通股东中，华夏军工安全混合A（002251）位居 第七大流通股东，持股1089.26万股，相比上期增加203.32万股。长城久嘉创新成长混合A（004666）位 居第九大流通股东，持股380.00万股，相比上期减少120.00万股。易方达上证科创板50ETF（588080） 位居第十大流通股东，持股285.61万股，相比上期减少34.96万股。华夏上证科创板50成份ETF （588000）退出十大流通股东之列。 12月3日，国博电子跌1.36%，成交额1.54亿元。两融数据显示，当日国博电子获融资买入额3576.30万 元，融资偿还506.34万元，融资净买入3069.96万元。截至12月3日，国博电子融资融券余额合计2.26亿 元。 责任编辑：小浪快报 融资方面，国博电子当日融资买入3576.30万元。当前融资余额2.25亿元，占流通市值的0.58%，融资余 额超过近一年70%分位水平，处于较高位。 截至9月30日，国博电子股东户数7039.00，较上期减少5.96%；人均流通股84673股，较上期增加 138.74%。2025年1月-9月，国博电子实现 ...