人民财讯12月3日电，佰维存储(688525)12月3日公告，公司近日收到国家集成电路产业投资基金二期股 份有限公司出具的告知函，国家集成电路产业投资基金二期在10月9日至12月2日期间，通过大宗交易方 式累计减持公司股份464.6万股，占公司总股本的0.9955%。此次权益变动后，国家集成电路产业投资基 金二期持有公司股份比例由7.90%变动为6.91%。 ...

格隆汇12月3日丨佰维存储(688525.SH)公布，公司于近日收到国家集成电路产业投资基金二期股份有限 公司出具的《关于股份减持计划实施进展的告知函》，国家集成电路产业投资基金二期股份有限公司在 2025年10月9日至2025年12月2日期间，通过大宗交易方式累计减持公司股份4,646,000股，占公司总股本 的0.9955%。本次权益变动后，国家集成电路产业投资基金二期股份有限公司持有公司股份比例由 7.9033%变动为6.9078%，本次权益变动触及1%刻度。 ...

佰维存储公告，公司于近日收到国家集成电路产业投资基金二期股份有限公司出具的《关于股份减持计 划实施进展的告知函》，国家集成电路产业投资基金二期股份有限公司在2025年10月9日至2025年12月2 日期间，通过大宗交易方式累计减持公司股份4,646,000股，占公司总股本的0.9955%。本次权益变动 后，国家集成电路产业投资基金二期股份有限公司持有公司股份比例由7.9033%变动为6.9078%，本次 权益变动触及1%刻度。本次权益变动为公司持股5%以上的股东正常减持，不触及要约收购、不涉及资 金来源；不会导致公司控股股东、实际控制人发生变化，不会对公司治理结构及持续经营产生重大影 响。 ...

2025 年 12 月 03 日 安路科技(688107.SH) 3Q25 收入实现环比增长，新兴领域持 续布局有望带来增量 高性能计算需求不断增长，FPGA 市场规模有望持续扩大 据 MarketsandMarkets 数据，受益于数据中心、电信和汽车应用领域 对可定制化和高性能计算日益增长的需求，以及人工智能加速、5G 基 础设施和边缘计算系统等领域对 FPGA 的日益普及，FPGA 市场有望迎 来持续性增长，预计将从 2025 年的 117.3 亿美元增长到 2030 年的 193.4 亿美元，2025 年至 2030 年的复合年增长率为 10.5%。公司在 FPGA 领域产品矩阵多元，覆盖诸多领域，有望深度受益于行业需求 扩大。 3Q25 收入环比增长，研发投入维持较高水平 1）收入端：2025 年 Q1-Q3 公司实现营业收入 3.68 亿元，同比减少 25.79%。主要系部分终端客户需求阶段性波动，导致营业收入同比减 少，但随着部分终端客户需求逐步复苏、且新产品逐步放量，3Q25 营 业收入环比+11.42%，达到 1.45 亿元。 1）汽车电子：公司已构建"芯片—方案—终端"完整技术链，FPGA ...

Economic Overview - China's GDP is expected to reach 140 trillion yuan in 2025, solidifying its position as the world's second-largest economy [3] - The economy has shown resilience despite external uncertainties, with a GDP growth of 5.2% year-on-year in the first three quarters, an acceleration of 0.4 percentage points compared to the previous year [6] - The urban unemployment rate in October was 5.1%, a decrease of 0.1 percentage points from the previous month, indicating stability in the job market [6] Consumption and Investment - Consumption has emerged as the main driver of economic growth, with policies aimed at expanding domestic demand and reducing burdens on enterprises [8][16] - Significant investments are being made in clean energy projects, such as the nearly 73 billion yuan investment in the Qinghai Hainan clean energy transmission project [4] International Trade and Foreign Investment - The scale of goods imports and exports reached a historical high in the first three quarters, with foreign exchange reserves increasing to 33,433 billion USD by the end of October [6] - Foreign investments are on the rise, with companies like Danfoss and Medtronic establishing major operations in China, reflecting confidence in the Chinese market [22] Innovation and Technology - The quantum computing sector is advancing, with significant achievements showcased at the 2025 Quantum Technology and Industry Conference, indicating a growing industrial ecosystem [11] - The manufacturing sector remains robust, with the added value of equipment manufacturing accounting for over 35% of industrial output, and the industrial internet core industry exceeding 1.5 trillion yuan [15] Policy and Future Outlook - The Chinese government is focused on stabilizing employment, enterprises, and market expectations, with a commitment to high-quality development as a central theme for the next five years [17][19] - Recent assessments from institutions like Goldman Sachs and Deutsche Bank have raised their growth forecasts for China's economy, highlighting its stability as a cornerstone for global economic growth [8]

要真正发挥政府基金的引导效应，要完善对地方基金的考核评价机制，提升对地方基金股 权投资亏损的包容度，用基金总投资收益替代单个项目投资收益，进一步强化地方基金在支持 基础研发、共性技术突破及未来产业发展上的基石作用。 三要形成完整正确的产业发展理念，协同推进传统产业转型及新兴、未来产业发展。当前多 数地区的产业体系仍以传统产业为主体，传统产业既是就业和税收的重要来源，也是构建现代化 产业体系的基础。在打造现代化产业体系的过程中，地方政府不能片面追求"新"，也要注重传统 产业的高端化、智能化、绿色化改造。地方政府基金不仅要投新、投早、投小，也要加大对技术 改造、设备更新、数字化升级、绿色转型及应用场景打造等关键环节的投资，通过并购重组、混 合所有制改革等方式激发传统产业活力，形成传统、新兴与未来产业协同发展的态势。 二、以政府投行招商模式打造地方产业集群的合肥经验 近年来，合肥以"政府投行"思维开展招商，聚焦集成电路、新能源汽车等战略性新兴产业， 探索出一条以资本赋能产业、以政府投资撬动新兴产业崛起的发展之路，最终形成"引进一个头 部、培育一个产业、激活一域生态"的集群效应。 合肥充分运用政府投行招商模式，实现股 ...

Group 1 - The core question raised by investors is whether the C200 model has been replaced by the CW series [1] - Beijing Junzheng confirmed that the C200 is part of the C series products and is currently a tentative model name [1] - There is a possibility that the C200 may be renamed based on future planning for the series [1]

编者按："十五五"规划建议强调坚持有效市场和有为政府相结合的原则，充分发挥市场在资源配置中的 决定性作用，更好发挥政府作用，构建统一、开放、竞争、有序的市场体系。金融市场是推动要素资本 化和证券化的重要媒介，"十五五"时期要实现经济高质量发展，还需各地政府在推进全国统一金融大市 场建设的基础上，从各地发展条件和产业结构出发，加快探索具有地方特色的金融服务体系。申万宏源 研究和新华财经共同策划推出《"金融有为"——地方纵横谈》，从地方发展金融市场面临的核心问题出 发，梳理了过往地方金融改革实践中形成的五大发展模式——区域金融中心模式、科技产业金融循环模 式、政府投行招商模式、金融服务新要素模式、地方特色金融服务模式。值此之际，以期为"十五五"时 期地方探索"金融有为"之路提供一些思路参考。 "十五五"规划建议明确提出建设现代化产业体系，巩固壮大实体经济根基。构建健全、高效、富有竞争 力的产业体系，已成为"十五五"时期各地改革发展的首要任务。地方产业体系的发展一方面受制于当地 资源禀赋及产业结构特征，另一方面也与地方政府的主动招引、主动布局紧密相关。近年来，各地为推 进战略性新兴产业发展，在项目招引、产业政策及配 ...

Group 1: Company News - China Uranium Industry will be listed on A-shares on December 3, 2025, as the only company in China engaged in domestic natural uranium mining and processing, with a total market value of approximately 37 billion yuan after the IPO [1] - Abison's founder and chairman, Ding Yanhui, was re-elected as chairman but voted against his own election due to dissatisfaction with the chairman's compensation, indicating a desire for reform in the company's governance structure [1] - Tianpu Co. announced that its stock will resume trading on December 3, 2025, after completing a review of recent trading activities, with a significant price increase of 451.8% from August 22 to November 27 [15] - Xi'an Yicai announced a partnership to invest 12.5 billion yuan in a silicon material base project in Wuhan, focusing on advanced silicon wafer production for integrated circuits [16] - Yutong Bus reported an 8.62% increase in sales in November, with a total production of 4.23 million buses from January to November, reflecting a year-on-year growth of 5.33% [17] Group 2: Industry Dynamics - The Ministry of Housing and Urban-Rural Development is seeking public opinion on new regulations for construction market supervision, aiming to enhance the dynamic verification of enterprise qualifications and strengthen oversight of non-compliant companies [9] - The Central Bank reported a net liquidity injection of 500 billion yuan through treasury bond transactions and 1 trillion yuan through medium-term lending facilities in November [5] - The OECD has raised its forecast for China's economic growth in 2025 to 5%, up from a previous estimate of 4.9% [6][10]

企查查APP显示，近日，河北承迈数智科技有限公司成立，经营范围包含：互联网安全服务；集成电路 设计；集成电路销售；办公设备销售等。企查查股权穿透显示，该公司由诚迈科技全资子公司江苏诚迈 信息科技有限公司等共同持股。 ...