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 | ...

每经AI快讯，北京君正（300223）今日涨停，成交额62.98亿元，换手率16.86%，盘后龙虎榜数据显 示，深股通专用席位买入4.34亿元并卖出7334.85万元，2家机构专用席位净买入2.51亿元。 ...

"过去，老电工背着电笔、钳子、改锥这'老三件'在车间里就觉得很有底气。但现在，更多需要依 靠专业知识和思维能力。"山西机械高级技工学校智能制造系主任邓艳丽对此感受深刻。她所在专业的 名称从"电工"到"电气自动化"，再到如今的"机电一体化"并细分出人工智能方向，名称变迁的背后是技 术的巨大变革。 全国工业和信息化技术技能大赛精准地瞄准了这一缺口。第三届大赛设置的智能硬件装调员、生成 式人工智能系统应用员等六个赛项，无一不紧扣制造强国、网络强国重点领域。大赛通过"理论+实 操"的考核模式，高度还原真实产业场景，旨在快速孵化能解决实际问题的复合型人才。 在当前全球科技竞争与产业变革的浪潮下，发展新质生产力已成为推动我国高质量发展的内在要求 和重要着力点。而新质生产力，本质上是由技术革命性突破、生产要素创新性配置、产业深度转型升级 催生出的先进生产力质态，其核心载体正是高素质的技术技能人才。 面对新兴产业蓬勃兴起与传统产业转型升级带来的巨大人才缺口，如何快速补位、精准育才？全国 工业和信息化技术技能大赛以其独特的"以赛促学、以赛促训、以赛促用"模式，正在探索一条培养新质 生产力所需"生力军"的有效路径。 直面缺口，精 ...

Group 1 - The company Guoke Microelectronics (国科微) announced the termination of its plan to issue shares and pay cash for asset acquisition and related fundraising on November 28, 2025, due to the inability to reach consensus on related matters within the expected timeframe [1] - The decision to terminate the transaction was made after thorough communication and negotiation with relevant parties, emphasizing the company's commitment to safeguarding the long-term interests of the company and its investors [1] - The termination was approved by the company's board of directors and supervisory board, and independent directors also expressed their agreement on the decision [1] Group 2 - On June 6, 2025, Guoke Microelectronics had proposed to acquire a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from 11 counterparties through a combination of share issuance and cash payment [2] - The proposed share issuance price was set at 57.01 yuan per share, which is not less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date [2] - Financial performance of Zhongxin Ningbo showed revenues of 213.24 million yuan, 453.80 million yuan, and 107.65 million yuan for the years 2023, 2024, and the first quarter of 2025, respectively, with net losses of 842.93 million yuan, 813.06 million yuan, and 150.09 million yuan during the same periods [2][3]

"最牛风投"合肥国资亮家底了！ 12月1日上午，合肥市举行"决胜'十四五'搏出新精彩"系列主题新闻发布会（第十一场），合肥市国资 委围绕"深化改革、强化担当，推动国资国企高质量发展"主题，系统介绍"十四五"时期全市国资国企在 综合实力、产业引育、深化改革等方面的成果。 截至"十四五"末，合肥市累计滚动投入国有资本金超2200亿元，带动项目投资超8400亿元，推动在新型 显示、集成电路、新能源汽车等领域落地了13个百亿级投资项目。 借力资本市场，合肥市产业引育工作打开了新局面。"十四五"时期，合肥国资旗下颀中科技、晶合集成 等2家集成电路企业完成科创板挂牌上市，成长为行业龙头企业。除此之外，市属国企依托资本市场， 围绕产业链上下游关键环节开展并购重组，实控一批实体企业，推动从"投产业"向"做产业"转变。 值得一提的是，合肥市积极培育打造国资"基金丛林"，构建覆盖企业成长全生命周期和全产业链条的基 金体系，为产业发展注入"金融活水"。 "十四五"以来，合肥市陆续组建了国资"3+N"系列产业基金、全省首只S基金、首只AIC股权投资基金 等。截至"十四五"末，国资基金数量超170只，注册规模超2800亿元，实缴规模超 ...

Core Viewpoint - The China Securities Regulatory Commission has confirmed the overseas listing applications for several companies, including Dongpeng Beverage, Saintong Medical, Youlesai, Linqingxuan, Jinxun Co., Muyuan Foods, Basic Semiconductor, Huasheng Technology, Xiantong International, and Wuyi Vision, with Huasheng Technology applying for a listing in Taiwan and the others in Hong Kong [1]. Group 1: Dongpeng Beverage - Dongpeng Beverage plans to issue no more than 66,446,000 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company focuses on beverage R&D, production, and sales, particularly in the functional beverage sector, with products including energy drinks, sports drinks, tea, coffee, plant protein drinks, and fruit and vegetable juices [3]. - Financial projections for Dongpeng Beverage show revenues of 8.5 billion, 11.257 billion, 15.83 billion, and 10.732 billion for 2022 to 2025, with corresponding net profits of 1.441 billion, 2.04 billion, 3.326 billion, and 2.375 billion [3]. Group 2: Saintong Medical - Saintong Medical intends to issue no more than 12,298,300 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company specializes in the R&D, production, and sales of special medical purpose formula foods, particularly in the infant medical food sector [5]. - Financial forecasts for Saintong Medical indicate revenues of 491 million, 654 million, and 834 million for 2022 to 2024, with net profits of 83.89 million, 170 million, and 91.14 million [5]. Group 3: Youlesai - Youlesai plans to issue no more than 26,833,500 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company is a leading integrated circular packaging service provider for the automotive industry, offering solutions and smart logistics systems [8]. - Financial projections for Youlesai show revenues of 648 million, 794 million, and 838 million for 2022 to 2024, with net profits of 3.12 million, 64.15 million, and 50.74 million [8]. Group 4: Linqingxuan - Linqingxuan intends to issue no more than 16,061,400 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company is a high-end skincare brand focusing on plant-based skincare products, using camellia oil as a core ingredient [10]. - Financial forecasts for Linqingxuan indicate revenues of 691 million, 805 million, and 1.21 billion for 2022 to 2024, with net profits of -5.93 million, 84.52 million, and 187 million [10]. Group 5: Jinxun Co. - Jinxun Co. plans to issue no more than 42,280,400 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company is involved in the development, smelting, and processing of non-ferrous metal new energy materials, with core businesses including cathode copper production and cobalt product processing [11]. - Financial projections for Jinxun Co. show revenues of 637 million, 676 million, and 1.77 billion for 2022 to 2024, with net profits of 84 million, 29 million, and 202 million [11]. Group 6: Muyuan Foods - Muyuan Foods intends to issue no more than 546,276,700 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company operates a full industry chain in pig farming, including feed processing, breeding, and meat processing [12]. - Financial forecasts for Muyuan Foods indicate revenues of 124.8 billion, 110.9 billion, and 138 billion for 2022 to 2024, with net profits of 14.933 billion, -4.168 billion, and 18.925 billion [12]. Group 7: Basic Semiconductor - Basic Semiconductor plans to issue no more than 39,357,800 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company focuses on the R&D and industrialization of silicon carbide power devices, with products used in photovoltaic storage and industrial control [15]. - Financial projections for Basic Semiconductor show revenues of 117 million, 221 million, and 299 million for 2022 to 2024, with net losses of 242 million, 342 million, and 237 million [15]. Group 8: Huasheng Technology - Huasheng Technology intends to issue no more than 9,100,000 ordinary shares and list on the Taiwan Stock Exchange [1]. - The company specializes in manufacturing electronic connectors and related products, including automotive wiring harnesses and RF antennas [17]. Group 9: Xiantong International - Xiantong International plans to issue no more than 9,259,900 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company is a comprehensive enterprise focusing on pharmaceutical R&D, production, and sales, with a pipeline targeting oncology and neurodegenerative diseases [19]. - Financial forecasts for Xiantong International indicate revenues of 10.23 million and 44.06 million for 2022 to 2024, with net losses of 309 million and 156 million [19]. Group 10: Wuyi Vision - Wuyi Vision intends to issue no more than 77,600,840 overseas ordinary shares and list on the Hong Kong Stock Exchange [1]. - The company focuses on digital twin technology, providing applications for smart cities and industrial simulation [21]. - Financial projections for Wuyi Vision show revenues of 170 million, 256 million, and 287 million for 2022 to 2024, with net losses of 190 million, 87 million, and 82 million [21].

Core Viewpoint - The company, Jiewa Microelectronics Co., Ltd. (stock code: 688141.SH), has submitted its Hong Kong IPO prospectus, which will expire on November 30, six months after submission, with CITIC Securities as the sole sponsor [1]. Group 1: Company Overview - The company has developed proprietary and internationally advanced process platforms for integrated circuit production, aiming to become a leader in the global analog integrated circuit industry [2]. - The company possesses a complete core technology architecture that includes processes, integrated circuit design, and system definition [2]. Group 2: Product Offering - The product portfolio primarily consists of power management integrated circuits and signal chain integrated circuits [2]. - As of December 31, 2024, the company offers approximately 2,200 models of integrated circuit products for sale, including over 2,000 models of power management integrated circuits [2]. - According to Frost & Sullivan, the company has achieved an industry-leading level in the number of power management integrated circuit product models by 2024 [2].

Core Viewpoint - SMIC's stock performance shows a slight increase, with significant trading activity and a notable balance in margin trading, indicating investor interest and market dynamics [1][2]. Group 1: Stock Performance and Trading Activity - On November 28, SMIC's stock rose by 0.79%, with a trading volume of 3.487 billion yuan [1]. - The margin trading data for the same day indicates a financing purchase of 418 million yuan and a repayment of 488 million yuan, resulting in a net financing outflow of 69.965 million yuan [1]. - As of November 28, the total margin trading balance for SMIC reached 13.291 billion yuan, with the financing balance accounting for 5.84% of the circulating market value, which is above the 80th percentile of the past year [1]. Group 2: Shareholder and Financial Performance - As of September 30, the number of shareholders for SMIC increased to 336,200, a rise of 33.27%, while the average circulating shares per person decreased by 25.41% to 6,134 shares [2]. - For the period from January to September 2025, SMIC reported a revenue of 49.51 billion yuan, reflecting a year-on-year growth of 18.22%, and a net profit attributable to shareholders of 3.818 billion yuan, up 41.09% year-on-year [2]. - The top ten circulating shareholders include several ETFs, with notable reductions in holdings for some, while new entries were observed for others, indicating shifts in institutional investment [2].