转自：新华财经 新华财经北京12月1日电 新华财经1日从交易商协会获悉，近期，基石资本、同创伟业、盛景嘉成、道 禾长期四家知名民营股权投资机构相继完成发行"科技板"之下的科技创新债券，成为又一批借助该工具 成功融资的市场化机构，标志着金融支持科技创新的体系构建取得实质性进展。 自今年5月银行间债券市场"科技板"上线以来，这一创新金融产品迅速引发市场热烈反响。通过灵活的 结构设计与多层次的风险分担机制，科创债有效连接了资本市场与科技创新领域，为各类主体提供了精 准、高效的直接融资渠道。 本批案例中，成立于2001年的基石资本累计管理规模达850亿元，长期聚焦硬科技、先进制造及医疗健 康赛道，曾投资迈瑞医疗、埃夫特等领军企业。本期债券发行期限为1+3+2年，票面利率2.10%，由浦 发银行牵头主承。项目通过风险分担工具提供全额担保，募集资金将专项用于科创类创投基金出资，直 达早期科技企业。 盛景嘉成作为连接顶尖科研资源与资本市场的重要平台，同样跻身本次发行机构之列。本期3年期债券 票面利率2.43%，亦由国信证券牵头。所募资金将用于联合社会资本及地方政府引导基金共同设立科创 基金，旨在构建长期资本与科技企业之间的 ...

Core Insights - The article emphasizes the importance of tackling key core technologies as a strategic priority for China's high-quality development, particularly highlighted in the "14th Five-Year Plan" [1][4][10] - The focus will be on six critical areas: integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing, which are deemed essential for overcoming technological bottlenecks and seizing new opportunities [6][8][14] Group 1: Strategic Framework - The "14th Five-Year Plan" proposes a new approach to technology development, emphasizing a comprehensive and targeted strategy rather than a broad, unfocused one [4][6] - The plan aims to establish a "new type of national system" that coordinates resources across government and market sectors to enhance innovation capabilities [16][18] - The strategy includes "extraordinary measures" to break existing barriers and accelerate reforms necessary for technological breakthroughs [18][20] Group 2: Implementation Tactics - The focus on "full-chain promotion" ensures that every aspect of the technology development process, from research to industrialization, is integrated and efficient [20] - The article highlights the need for a robust support system that combines funding, talent, and industry collaboration to facilitate rapid advancements in technology [12][14] - The commitment to investing in foundational research and creating a conducive environment for innovation is underscored, with projected R&D spending exceeding 3.6 trillion yuan by 2024, a 48% increase from 2020 [14] Group 3: Future Vision - The envisioned future includes advanced materials and technologies that enhance everyday life, such as smart buildings and sustainable food production methods [22] - The successful execution of the outlined strategies is expected to lead to significant advancements in various sectors, ultimately transforming the technological landscape of China [10][22]

Group 1 - The core point of the article is that Baiwei Storage announced a board meeting to discuss the adjustment of its share repurchase plan and provided details on its revenue composition for 2024 [1] - Baiwei Storage's revenue for the year 2024 is composed of 96.31% from integrated circuits and 3.69% from other businesses [1] - As of the report, Baiwei Storage has a market capitalization of 52.4 billion yuan [1] Group 2 - The board meeting was held on December 1, 2025, in a hybrid format combining in-person and communication methods [1] - The company is adjusting its share repurchase plan, indicating a strategic move in its financial management [1]

2024年1至12月份，佰维存储的营业收入构成为：集成电路占比96.31%，其他业务占比3.69%。 每经AI快讯，佰维存储（SH 688525，收盘价：112.2元）12月1日晚间发布公告称，公司于2025年12月1 日召开第四届董事会第七次会议，审议通过了《关于择机出售公司持有的部分股票资产的议案》，本次 交易无需提交公司股东会审议。公司"根据股票市场行情以集中竞价交易的方式择机出售所持联芸科技 （杭州）股份有限公司（以下简称"联芸科技"）部分或全部A股股票，合计不超过3,744,681股（占其总 股本的比例不超过 1%）且出售股份数量不得触发《上海证券交易所科创板股票上市规则》应提交股东 会审议的标准。 （记者 曾健辉） 截至发稿，佰维存储市值为524亿元。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ ...

截至发稿，纳思达市值为265亿元。 每经AI快讯，纳思达（SZ 002180，收盘价：18.61元）12月1日晚间发布公告称，公司第八届第四次董 事会会议于2025年12月1日以通讯方式召开。会议审议了《关于2026年度为全资子公司提供担保额度预 计的议案》等文件。 2025年1至6月份，纳思达的营业收入构成为：打印行业占比95.49%，集成电路产业占比4.51%。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ （记者 王晓波） ...

答：公司在FPG领域保持国内领先优势,除继续向1xnm FinFET 制程迭代外,目前正布局算力从4TOPS 至 128TOPS 的谱系化产品研发,首颗32TOPS 算力芯片推广进展良好。公司根据市场需求定义新产品,根据客 户需求积极对接。 证券之星消息，2025年12月1日复旦微电（688385）发布公告称Central Asset Investment、富国基金、中信 证券于2025年11月25日调研我司。 具体内容如下： 问：公司业务在明年有无新的发力点? 答：2025年以来,公司业务稳定发展。各个业务线在应用场景上不断拓展,例如安全与识别产品线,在一碰付/ 连场景进展良好;MCU产品在智能电表领域保持领先,并在车规、白电方面有较好的表现;FPG产品线谱系开 发速度不断加快。2026年,公司会继续在应用场景方面下功夫,增加客户的可选项;同时,积极推进"芯片-软 件-解决方案"的生态体系建设。 问：公司MCU业务增长较快,主要原因是什么? 答：公司 MCU 业务包括智能电表 MCU、通用 MCU 及车规 MCU,其中智能电表 MCU目前贡献较大收入, 近年来公司产品也逐步导入家电、汽车等不同领域的头部客户 ...

Group 1 - The core viewpoint of the articles highlights the performance and valuation of Xinhenghui, a company in the semiconductor industry, with a closing price of 67.25 yuan and a rolling PE ratio of 94.73 times, which is below the industry average of 142.38 times [1][2] - As of September 30, 2025, Xinhenghui had 30,029 shareholders, a decrease of 7,299 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in smart card business, etching lead frames, and IoT eSIM chip testing, holding 126 valid patents in the integrated circuit field, including 38 invention patents [1] Group 2 - In the latest financial report for Q3 2025, Xinhenghui achieved a revenue of 700 million yuan, an increase of 18.12% year-on-year, while net profit decreased by 11.72% to 120 million yuan, with a gross margin of 28.00% [1] - The average PE ratio for the semiconductor industry is 142.38 times, with a median of 79.41 times, positioning Xinhenghui at the 116th rank within the industry [2] - The total market capitalization of Xinhenghui is 16.11 billion yuan, indicating its relative size within the semiconductor sector [2]

Core Insights - The Chengdu Industrial Investment Group has achieved a significant milestone by ranking in the top 20 of the "Top 100 Best State-owned Investment Institutions" for 2025, marking it as the only institution from the central and western regions in this elite group [1][8][12] - This recognition highlights the group's exceptional investment management capabilities and its leading position in regional industrial investment [1][12] - The success of Chengdu Industrial Investment Group serves as a model for other state-owned investment institutions in the central and western regions, demonstrating that they can compete with established eastern coastal institutions [12][13] Investment Performance - Chengdu Industrial Investment Group's subsidiary, Chengdu Science and Technology Investment Group, was also recognized in the "Top 30 Best Venture Capital Limited Partners" for 2025, showcasing its strong performance in venture capital [1][8] - The Chengdu Angel Fund, managed by Chengdu Science and Technology Investment Group, made its debut in the "Top 30 Best Venture Capital Guidance Funds" for 2025, indicating its effective investment strategies [1][8] Strategic Positioning - The ranking reflects a shift in the investment landscape, breaking the long-standing dominance of eastern coastal institutions in the state-owned investment sector [12][13] - Chengdu Industrial Investment Group's approach focuses on "industry partners" and "patient capital," allowing it to create a sustainable investment cycle in long-term sectors like hard technology [13][15] Case Study: Investment in the Drone Industry - The investment in the "Zhongwu Drone" project exemplifies the group's strategic foresight, where an initial investment of 60 million yuan has grown to a market value of approximately 3.132 billion yuan, representing a more than 50-fold increase [14] - The group has realized nearly 900 million yuan in profits from this investment, with projected total profits exceeding 2 billion yuan, showcasing its effective investment strategy [14] Future Development and Urban Strategy - Chengdu is actively promoting the construction of a western economic center, technology innovation center, and advanced manufacturing base, providing a clear strategic direction for local state-owned investment institutions [15][16] - The investment model of "leading enterprises + supporting projects" has facilitated the rapid establishment of local industrial chains, enhancing the overall investment ecosystem [16][17]

特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 "十五五"即将开局之际，G60科创走廊建设进入走深走实的新阶段。11月28日，2025长三角G60科创走廊科创生态要素对接大会在上海松江 举办。会议发布一系列重要政策方案、重大科创成果。新材料、新能源汽车、低空经济三大领域各12家单位共同启动产学研金用联合体建设。 重点项目"千万级"支持 近日，上海市政府常务会议原则同意《关于支持长三角G60科创走廊策源地建设若干措施》，明确指出要全力推动G60科创走廊向"世界级"跨 越升级，打造产业创新策源高地，构筑成果转化黄金通道，加强与上海"五个中心"、自贸试验区建设等重大战略的协同联动，加快将G60科创 走廊打造成为长三角更高质量一体化发展的标杆典范。 新政精准聚焦共筑科技创新策源地、共建世界级产业集群、共育国际一流创新生态和共享科技创新资源四大领域，一次性推出23条举措。率先 提出对智能终端、卫星互联网、科学仪器、6G等前沿领域重点项目给予最高5000万元的支持，对企业联合高校、科研院所、产业链上中下游 企 业 组 建 创 新 联 合 体 给 予 最 ...

融资融券数据显示，该股最新（11月28日）两融余额为31.37亿元，其中，融资余额为31.24亿元，融券 余额为1265.08万元。近5日融资余额合计减少1.24亿元，降幅为3.81%，融券余额合计减少487.68万元， 降幅27.82%。（数据宝） 北京君正12月1日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 43437.68 | 7334.85 | | 买二 | 机构专用 | 17746.36 | 788.76 | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 10756.16 | 248.56 | | 买四 | 国投证券股份有限公司上海黄浦区中山南路证券营业 | 9795.79 | 6.76 | | | 部 | | | | 买五 | 机构专用 | 8907.31 | 786.56 | | 卖一 | 西南证券股份有限公司义乌香山路证券营业部 | 0.00 | 14089.34 | | 卖二 | 国泰海通证券股份有限公司嵊州高杨路证券营业部 | 109.97 | ...