Group 1 - The Hong Kong stock market saw a rise in technology sectors such as integrated circuits and chips, with the Hang Seng New Economy Index, Hang Seng Technology Index, and CSI Hong Kong Internet Index all increasing by 1.1% [1] - The CSI Hong Kong Pharmaceutical and Health Comprehensive Index rose by 0.7%, while the CSI Hong Kong Consumer Theme Index experienced a slight decline of 0.1% [1] - Significant capital inflow was noted, with over 1.4 billion yuan net inflow into the E Fund Internet ETF (513040) and E Fund Hang Seng Technology ETF (513010) since the beginning of the year [1] Group 2 - According to CITIC Securities, the AI application sector is expected to be a key focus in early 2026, with ongoing catalysts for AI applications anticipated [1] - AI is gradually penetrating daily life, impacting various sectors including automotive, robotics, smart home devices, and wearables [1] - China is positioned advantageously in terms of the pace of application rollout and user scale, indicating substantial growth potential for AI applications [1]

2025年，面对国内外形势深刻复杂变化，工业和信息化系统全面贯彻党的二十大和二十届历次全会精神，坚决扛牢实现新型工业化这个关键任务，工业经 济顶压前行、向新向优发展，实现质的有效提升和量的合理增长，全年主要目标任务顺利完成。一起通过"稳、进、新、活"四个关键字，解码2025年工业 和信息化发展新成效。 工业和信息化发展新成效 "进" 的步伐持续加快 工业和信息化发展新成效 规模以上装备制造业同比增长9.2% 高技术制造业增加值同比增长9.4% 累计建成3.5万余家基础级、8200余 家先进级、500余家卓越级智能工。 培育15家领航级智能工厂 累计培育国家绿色工厂超8000家 工业和信息化发展新成效 "新" 的动能持续壮大 6G第一阶段技术试验 形成超300项关键技术储备 集成电路、电子专用材料等行业 增加值同比增长26.7%、23.9% 工业机器人产量同比增长28% 新能源汽车新车销量达1649万辆 同比增长28.2% 航空、航天器及设备制造等行业 投资实现两位数增长 资料来源：国新办举行新闻发布会 （文章来源：人民网 ） ...

Core Viewpoint - The company, ChipLink Integrated (688469.SH), forecasts a significant increase in revenue for 2025, alongside a reduction in net losses compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of approximately 8.19 billion yuan in 2025, representing an increase of about 1.68 billion yuan, or a year-on-year growth of approximately 25.83% [1] - The projected net loss attributable to the parent company's shareholders for 2025 is 577 million yuan, which is a reduction of about 385 million yuan compared to the previous year, reflecting a year-on-year decrease in losses of approximately 40.02% [1] - The expected net loss attributable to the parent company's shareholders, after deducting non-recurring gains and losses, is 1.094 billion yuan, which is a reduction of about 316 million yuan year-on-year, indicating a decrease in losses of approximately 22.41% [1] Operational Efficiency - The company anticipates that the expansion of overall revenue scale will lead to the realization of scale effects, with refined production operations effectively enhancing efficiency [1] - Fixed costs such as depreciation and amortization are expected to be gradually diluted as the company grows [1] - The continuous optimization and upgrading of the product structure are projected to result in a gross profit margin of 5.92%, an increase of approximately 4.89 percentage points year-on-year, indicating a sustained growth trend [1]

数据显示，2025年，全市工业增加值同比增长5.0%。全市规模以上工业总产值同比增长4.6%。 值得一提的是，2025年，上海三大先导产业制造业产值同比增长9.6%，其中，集成电路制造业产值增 长15.1%，人工智能制造业产值增长13.6%。2025年，工业战略性新兴产业产值同比增长6.5%，其中， 新能源产业产值增长12.9%，高端装备产业产值增长11.1%。数据表明，经过多年来加大力度的系统布 局，上海三大先导产业正在引领上海工业发展。 "十五五"期间，上海将以先进制造业为骨干，构建"2+3+6+6"现代化产业体系，打造世界级高端产业集 群，打响"上海制造"品牌，三大先导产业将在已有优势基础上进一步"成势"。 三大先导产业齐头并进 2025年，上海扎实推进《上海市进一步扩大人工智能应用的若干措施》，全市人工智能产业交出了一份 靓丽的答卷。短短20多天，就有5家上海科创企业密集上市，上海正在为科创企业打造最适合生长的土 壤。 智通财经记者从上海市经信委了解到，上海聚焦企业发展中"从0到1"的萌芽阶段和"从1到10"的跨越阶 段，在服务模式、关键要素等方面进行了一系列的创新，探索出一种适应时代的创业新模式，实 ...

企查查APP显示，近日，杭州芯测微讯科技有限公司成立，注册资本3000万元，经营范围包含：集成电 路芯片及产品销售；集成电路销售；半导体器件专用设备制造；半导体器件专用设备销售等。企查查股 权穿透显示，该公司由双元科技（688623）等共同持股。 （原标题：双元科技等成立新公司，含集成电路芯片业务） ...

Core Viewpoint - Ganzhou Esky Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on integrated circuit manufacturing and related semiconductor equipment [1] Group 1 - The new subsidiary is fully owned by Esky Communication (603236) [1] - The business scope includes manufacturing of integrated circuits, specialized equipment for semiconductor devices, and retail of computer software and hardware [1]

Economic Growth - In 2025, Shanghai's GDP is projected to reach 56,708.71 billion yuan, with a year-on-year growth of 5.4%, surpassing the national growth rate of 5% and improving by 0.4 percentage points from 2024 [1] - The growth is attributed to three main factors: new economic drivers, a recovering consumer market, and resilient foreign trade [1] Industrial Development - The three leading industries (integrated circuits, biomedicine, and artificial intelligence) are expected to drive significant growth, with a manufacturing output increase of 9.6% year-on-year [1] - Specifically, the integrated circuit and artificial intelligence sectors are projected to grow by 15.1% and 13.6%, respectively [1] - The output of strategic emerging industries is anticipated to rise by 6.5% [1] Service Sector Performance - The added value of Shanghai's tertiary industry is expected to grow by 6% year-on-year, outpacing the national average, with the information service sector leading at a growth rate of 15.3% [2] - From January to November 2025, the revenue of the software and information technology service industry is projected to increase by 24.2% [2] - The research and experimental development service industry is also expected to see a revenue increase of 15.1% during the same period [2] Consumer Market - Shanghai's total retail sales of consumer goods are projected to reach 16,600.93 billion yuan in 2025, with a year-on-year growth of 4.6%, reflecting a gradual increase throughout the year [2] Foreign Trade - The total import and export volume for Shanghai is expected to reach 4.51 trillion yuan, with a year-on-year growth of 5.6% [2] - Exports are projected to grow by 10.8% to 2.02 trillion yuan, while imports are expected to increase by 1.8% to 2.49 trillion yuan [2] - The export of "new three types" products, including electric passenger vehicles, lithium batteries, and solar cells, is expected to reach 160 billion yuan, with a growth of 17.4% [3] Infrastructure and Connectivity - Shanghai continues to strengthen its connections with global industrial, supply, and innovation chains, enhancing its status as a financial hub [4] - By 2025, the number of domestic and foreign financial institutions in Shanghai is expected to reach 1,813 [4] - Shanghai's port container throughput is projected to reach 55.063 million standard containers, maintaining its position as the world's largest for 16 consecutive years [4]

党的二十届四中全会通过的"十五五"规划建议指出，完善新型举国体制，采取超常规措施，全链条 推动集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取 得决定性突破。 "这标志着我国聚变能源研究实现从基础科学向工程实践的重大跨越。"合肥物质院等离子体物理研 究所副研究员王腾在接受科技日报记者采访时说，面对国外的技术封锁与国内相关领域的技术空白，正 是新型举国体制的强劲支撑，项目团队才能成功突破超导磁体设计与制造等"卡脖子"技术，实现我国核 聚变能源研究从跟跑到领跑的重要跨越。 将目光转向四川盆地。2025年10月15日9时16分，广元剑阁，随着金刚石钻头成功切入地下岩层， 中国石油深地川科1井钻探深度突破1万米。这是中国石油继我国首口万米级科学探索井深地塔科1井成 功完钻后的又一重要突破。 向万米进军绝非哪一家的"独角戏"。在来自企业、高校和科研机构的上万人联合攻关下，万米钻探 核心技术装备、万米深层地震成像等关键核心技术终获突破，我国向深地进军的脚步更加稳健有力。 如今，协同攻关的经验沉淀为新型举国体制下的创新机制。中国石油、中国石化、航天科工等9家 央企组建的深层超深层油气勘 ...

数据显示，招商基金旗下1只基金重仓臻镭科技。招商中证卫星产业ETF（159218）三季度持有股数 20.37万股，与上期相比持股数量不变，占基金净值比例为3.44%，位居第九大重仓股。根据测算，今日 浮亏损失约187.41万元。 招商中证卫星产业ETF（159218）成立日期2025年5月14日，最新规模15.31亿。今年以来收益13.43%， 同类排名230/5542；成立以来收益97.86%。 招商中证卫星产业ETF（159218）基金经理为许荣漫。 截至发稿，许荣漫累计任职时间4年304天，现任基金资产总规模353.65亿元，任职期间最佳基金回报 106.75%， 任职期间最差基金回报-62.7%。 1月21日，臻镭科技跌5.03%，截至发稿，报173.80元/股，成交36.36亿元，换手率9.43%，总市值372.02 亿元。 资料显示，浙江臻镭科技股份有限公司位于浙江省杭州市西湖区智强路428号云创镓谷研发中心7号楼,8 号楼1-3层，成立日期2015年9月11日，上市日期2022年1月27日，公司主营业务涉及集成电路芯片和微 系统的研发、生产和销售。主营业务收入构成为：电源管理芯片50.10%，射 ...

2025年，面对国内外形势深刻复杂变化，工业和信息化系统全面贯彻党的二十大和二十届历次全会精 神，坚决扛牢实现新型工业化这个关键任务，工业经济顶压前行、向新向优发展，实现质的有效提升和 量的合理增长，全年主要目标任务顺利完成。回顾2025年工业和信息化发展，呈现"稳""进""新""活"四 个特点。 中新网1月21日电 国务院新闻办公室21日上午举行新闻发布会，工业和信息化部副部长张云明介绍2025 年工业和信息化发展成效有关情况。 一是"稳"的态势持续巩固。坚持把发展经济的着力点放在实体经济上，出台新一轮十大重点行业稳增长 工作方案，支持工业大省挑大梁，有力拉动工业经济平稳增长。2025年，规模以上工业增加值同比增长 5.9%，制造业增加值占GDP比重保持稳定，制造业规模有望连续16年保持全球第一。电信业务总量同 比增长9.1%。工业和信息化领域对经济增长的贡献超四成，有效发挥"压舱石"作用。 二是"进"的步伐持续加快。锚定高质量发展这个首要任务不动摇，扎实推进制造业智能化、绿色化、融 合化发展。规模以上装备制造业、高技术制造业增加值同比分别增长9.2%、9.4%，增速高于规模以上 工业3.3个、3.5个百分 ...