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国博电子股价涨5.39%,华富基金旗下1只基金重仓,持有5600股浮盈赚取3.91万元
Xin Lang Cai Jing· 2026-01-29 03:25
Group 1 - The core viewpoint of the news is that Guobo Electronics has seen a significant increase in its stock price, rising by 5.39% to reach 136.50 CNY per share, with a total market capitalization of 81.356 billion CNY [1] - Guobo Electronics, established on November 27, 2000, and listed on July 22, 2022, primarily engages in the research, production, and sales of active phased array T/R components and RF integrated circuits [1] - The revenue composition of Guobo Electronics is as follows: T/R components and RF modules account for 88.19%, RF chips for 8.49%, other chips for 2.04%, and other revenues for 1.28% [1] Group 2 - Huafu Fund has a significant holding in Guobo Electronics, with its Huafu Internet World Flexible Allocation Mixed A Fund (001709) holding 5,600 shares, representing 3.96% of the fund's net value, making it the sixth-largest holding [2] - The Huafu Internet World Flexible Allocation Mixed A Fund has achieved a year-to-date return of 17.86%, ranking 558 out of 8,866 in its category, and a one-year return of 119.2%, ranking 93 out of 8,126 [2] - The fund manager, Huang Xinglin, has been in charge for 2 years and 225 days, with the fund's total asset size at 126 million CNY and the best return during his tenure being 81.48% [2]
上海国资,一举出资47亿
投资界· 2026-01-29 02:37
超级活水。 作者/周佳丽 报道/投资界-解码LP 开年振奋一幕。 投资界-解码LP获悉,上海三大先导产业母基金发布第三批子基金遴选结果公示—— 共 有 1 7 只 子 基 金 入 选 , 拟 投 资 金 额 共 4 7 . 1 亿 元 , 基 金 总 规 模 2 2 8 . 9 亿 元 , 放 大 倍 数 4 . 8 6 倍。 以下文章来源于解码LP ,作者周佳丽 解码LP . 投资界(PEdaily.cn)旗下,专注募资动态 设立于2 0 2 4年7月,上海三大先导产业母基金的基金管理人为上海国投先导公司(上海 国 投 公 司 全 资 子 公 司 ) , 不 到 两 年 已 累 计 投 决 金 额 约 4 1 0 亿 元 , 以 约 5 倍 的 杠 杆 效 应 , 撬动近2 0 0 0亿元社会资本,堪称凶猛。这也是上海争抢新兴产业的生动写照。 | 序号 | 基金项目 | 中选机构 | 型 定明 | | --- | --- | --- | --- | | 기 | 上海澜起先导产业发展及并购基金(拟) | 上海木澜投资管理有限公司 | 木澜投资 | | 2 | 上海芯联启辰私募投资基金合伙企业(有限合伙) | ...
环保创新赋能营商环境,上海书写高质量发展绿色答卷
责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 环保创新赋能营商环境 写高质量发 推出"一次审批"创新模式,环评与排 污许可审批时间压缩80%以上;落实"一码 进门、综合体检""检查码"制度,入企检查 次数同比下降30%,让守法企业真正实现 "无事不扰";推行轻微免罚、罚款分期延期 缴纳机制,既维护法律权威,又彰显执法温 度 …… 一系列生态环保领域的制度创新与 服务升级,正将严格的环境监管转化为高效 的企业服务,书写着高水平保护与高质量发 展有机统一的时代答卷。 自2018年起,上海市锚定"率先打造市 场化、法治化、国际化一流营商环境"目标, 举各方之力推动营商环境建设提质增效。 根据2025年12月底世界银行发布的119个 经济体企业调查数据,涉及营商环境的59 个测评点中,上海市有22个达到全球最优 水平。这其中,生态环保领域的持续突破与 创新是关键支撑,上海市以"绿色赋能"为核 心,将环保治理与营商环境优化深度融合, 为经济社会高质量发展筑牢绿色根基。 制度创新做"减法",审批改革释放红利 "原本以为环评和排污许可审 ...
两个万亿元,标注国资央企创新刻度
Ren Min Ri Bao· 2026-01-29 00:13
Core Insights - The central enterprises in China are projected to achieve a total profit of 2.5 trillion yuan and fixed asset investment of 5.1 trillion yuan by 2025, with total assets exceeding 95 trillion yuan by the end of 2025 [1] Group 1: Financial Performance - During the 14th Five-Year Plan period, the total assets of central enterprises increased significantly, with an average annual growth rate of 6.9%, reaching over 90 trillion yuan [2] - The added value of central enterprises reached 51.3 trillion yuan, a 44.6% increase compared to the previous five-year period [2] - Total profits for central enterprises during this period amounted to 12.7 trillion yuan, reflecting a 56.2% increase from the previous five years [2] Group 2: R&D and Innovation - Central enterprises are set to invest 1.1 trillion yuan in R&D by 2025, with significant achievements in innovation, including participation in 22 national major technology projects and overcoming 121 leading technologies [3] - Cumulatively, central enterprises invested over 5 trillion yuan in R&D during the 14th Five-Year Plan, with a nearly 50% increase in the number of scientific and technological personnel [2][3] Group 3: Strategic Emerging Industries - By 2025, revenue from strategic emerging industries is expected to exceed 12 trillion yuan, with a continuous annual growth of 1 trillion yuan [4] - Investment in strategic emerging industries will account for 41.8% of total investments, with cumulative investments exceeding 10 trillion yuan since the beginning of the 14th Five-Year Plan [4] Group 4: Technological Advancements - Central enterprises are actively embracing artificial intelligence and new infrastructure construction, enhancing their capabilities in various sectors such as energy and manufacturing [6] - The establishment of over 70 intelligent factories and the development of numerous advanced technology demonstration projects highlight the focus on high-end, intelligent, and green transformation [5] Group 5: Future Directions - In 2026, central enterprises will focus on ensuring continuous growth in added value and optimizing various financial metrics, including profit totals and labor productivity [8] - The emphasis will be on enhancing technological innovation, with plans to increase the proportion of basic research investment and tackle key technologies [8]
在新时代首都发展中当先锋挑大梁
聚焦合作共赢,经开区将强化与"两区""三城"联动,深度融入京津冀协同发展大局,加快推动通武廊交 界重点区域产业创新发展。不断扩大高水平对外开放,打造外商投资首选地,依托亦庄综保区打造"新 质出海"平台,大力发展全球首发、全国首发服务。 聚焦AI赋能,经开区将全面实施"人工智能+"行动,推动智能终端"万物智联",建设全域AI之城。围绕 AI眼镜、可穿戴设备、AI手机、智能汽车等细分赛道,构建完整产品化能力。系统谋划全域场景创新 开放,加快双智城市4.0建设,探索人工智能赋能城市管理,推动智能技术在民生服务领域的深度应 用,加快智慧康养、智慧医疗、智慧体育等场景落地。 建设宜业宜居产业新城方面,经开区将瞄准前沿技术领域和重点产业需求,实施更具吸引力和竞争力的 人才政策,迭代升级"人才十条"。持续优化教育、医疗、交通等公共服务,加快花园城市建设,推动凉 水河通航,办好机器人"半马"、GT世界挑战赛等赛事活动,打响工业科技旅游品牌,深化文商旅体融 合发展,打造"亦庄电竞""泡桐花节"等城市IP。本报记者 曹政 经开区工委书记孔磊表示,"十五五"开局之年,经开区将重点围绕加速培育新质生产力、建设全域人工 智能、深化体制 ...
美芯晟科技(北京)股份有限公司 第二届董事会第八次会议决议公告
证券代码:688458 证券简称:美芯晟 公告编号:2026-007 美芯晟科技(北京)股份有限公司 第二届董事会第八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 美芯晟科技(北京)股份有限公司(以下简称"公司")第二届董事会第八次会议的会议通知于2026年1 月26日以邮件形式发出,并于2026年1月27日在公司会议室以现场会议和线上通讯会议同时进行的方式 召开。会议应出席董事7人,实际出席会议董事7人,全体董事均出席会议。 会议由董事长程宝洪先生(Mr. CHENG BAOHONG)召集并主持,会议召集和召开程序符合《公司 法》等相关法律法规和公司章程规定。表决形成的决议合法、有效。 二、董事会会议审议情况 会议认真审议了提交会议审议的议案,经投票表决,会议通过了以下议案,决议如下: (一)审议通过《关于以股权收购及增资方式取得上海鑫雁微电子股份有限公司100%股权的议案》 公司拟使用自有资金以股权收购及增资方式取得上海鑫雁微电子股份有限公司100%股权,本次交易金 额合计为人民币 ...
央企在战略性新兴产业累计投资超10万亿元
Xin Lang Cai Jing· 2026-01-28 23:07
央企在战略性新兴产业累计投资超10万亿元 □新华社记者 王 希 高 亢 王悦阳 1月28日举行的国新办发布会上,国务院国资委介绍国资央企运行情况,一组数据引人关注:"十四 五"以来,中央企业在战略性新兴产业累计投资超过10万亿元,占总投资比重从"十四五"初期的22%提 升至40%以上。 产业是发展的根基。10万亿元巨量投资,是中央企业努力推动产业体系向高附加值、高技术含量方向跃 迁的一个缩影。 近年来,国资央企牢牢把握新一轮科技革命和产业变革历史机遇,坚持传统产业转型和新兴产业发展并 举,大力推进战略性、专业化重组和高质量并购,积极有序开展国际化经营,国有经济向新质生产力布 局明显提速。 一方面,突出"以新求进",布局新兴产业。 2025年,中央企业完成战略性新兴产业投资2.5万亿元、占总投资的41.8%;中央企业战略性新兴产业发 展专项基金正式发布,首期募资510亿元,有效撬动社会资本共同"投早、投小、投长期、投硬科 技"…… (来源:河北日报) 转自:河北日报 国新办发布会介绍"十四五"以来国资央企运行情况 据他介绍,国务院国资委正在研究起草关于推动中央企业培育新兴支柱产业的工作文件,引导中央企业 实现从 ...
迈过14万亿,江苏经济的底气从何而来
Xin Lang Cai Jing· 2026-01-28 22:02
Core Viewpoint - Jiangsu Province's GDP for 2025 is projected to reach 14.2 trillion yuan, reflecting a year-on-year growth of 5.3%, showcasing its resilience and commitment to high-quality development amidst complex domestic and international economic environments [1] Economic Growth and Structure - Jiangsu's GDP accounts for approximately 10% of the national total, contributing significantly to the overall economic landscape of China [1] - The growth is driven by structural optimization, technological advancement, and efficiency improvements rather than mere scale expansion [1] Industrial Development - The province's industrial added value is expected to grow by 6.5% year-on-year, with 30 out of 40 major industrial sectors experiencing growth, indicating a 75% growth coverage across industries [2] - Jiangsu ranks first nationally in manufacturing quality development index for five consecutive years, with 54 companies listed among China's top 500 manufacturing enterprises [2] Innovation and Technology - High-tech industries accounted for 52.1% of the province's industrial output, marking a 1.4 percentage point increase from the previous year, with high-tech manufacturing value added growing by 11.9% [2] - Strategic emerging industries in Jiangsu have seen an average annual growth of 8% over the past five years, with leading positions in biomedicine, photovoltaics, and integrated circuits [2] Domestic Demand and Consumption - The total retail sales of consumer goods in Jiangsu are projected to reach 46,394.2 billion yuan, with a year-on-year growth of 3.3% [3] - Significant growth in sectors such as sports events and travel services indicates a robust domestic consumption environment [3] Foreign Trade and Investment - Jiangsu's total foreign trade import and export value is expected to reach 5.95 trillion yuan, with a year-on-year growth of 6%, outpacing the national average by 2.2 percentage points [4] - The province has maintained its position as the top destination for foreign investment in China for eight consecutive years, with a focus on high-tech industries and modern services [4] Income and Balanced Development - The per capita disposable income in Jiangsu is projected to be 57,971 yuan, reflecting a year-on-year increase of 4.6%, with a narrowing income gap between urban and rural residents [4] - All 13 prefecture-level cities in Jiangsu are ranked among the top 100 nationwide, highlighting the province's balanced economic development [4] Future Outlook - Jiangsu's economic achievements are seen as a new starting point for high-quality development, with a commitment to expanding domestic demand and optimizing supply [5][6]
从“智慧大脑”到“法治屏障” 知识产权保护的创新实践
Xin Lang Cai Jing· 2026-01-28 21:00
Core Viewpoint - The Tianfu New Area Court is actively innovating in intellectual property protection, establishing a comprehensive judicial protection system to support the region's innovative development and address the challenges posed by emerging industries. Group 1: Source Prevention - The court emphasizes proactive governance in intellectual property protection, moving from reactive measures to preventive strategies, aiming to resolve potential disputes at an early stage [5] - A mechanism for risk dynamic warning has been established, particularly for emerging sectors like blockchain and artificial intelligence, providing clear guidance for industry innovation [5] - The court has implemented a "first case deliberation system" and a "package mediation" mechanism, significantly improving the efficiency of resolving batch disputes [6] Group 2: Professional Adjudication - The court has developed a dual-driven model of "talent + experts," forming multidisciplinary adjudication teams to tackle complex technical issues [7] - Digital tools, such as an intelligent document generation software, are being utilized to reduce the average trial time for intellectual property civil cases by 20 days by 2025 [7] - The court has published typical cases annually, with 35 cases covering key areas like artificial intelligence and cross-border e-commerce, providing clear legal boundaries for new industries [7] Group 3: Comprehensive Service - The court has established a "traveling court" model to provide legal services at major exhibitions, enhancing the legal environment for businesses [9] - Customized judicial solutions are offered to key enterprises in sectors like photovoltaic and integrated circuits, demonstrating a proactive approach to legal challenges [9] - The court engages in community outreach through various activities, fostering a culture of innovation protection and industry self-regulation [11] Group 4: Collaborative Governance - The court promotes a collaborative protection framework involving administrative, judicial, and social participation, enhancing the effectiveness of intellectual property protection [10] - Regular communication with local regulatory bodies has been established to unify enforcement standards and judicial criteria [10] - The court has extended its collaborative efforts to include cross-regional partnerships, enhancing the protection of creative industries [10]
多地晒出经济发展“路线图”
● 本报记者 熊彦莎 连润 1月28日,云南、重庆进入两会时间。近日,多地陆续召开地方两会,纷纷定下各自的2026年经济发 展"路线图"。 中国证券报记者梳理发现,多地将2026年GDP增长预期目标定在5%左右。从重点目标任务看,扩大内 需,强化科技创新支撑引领、构建现代化产业体系等居于重要位置。各地对人工智能的部署更加注重数 据集建立、场景应用。 扩大内需潜力 2026年经济增长预期目标是各地两会颇受关注的内容。海南、新疆2026年地区生产总值增长预期目标分 别为6%左右、5.5%至6%;广东、山东、浙江、河南提出2026年地区生产总值增长预期目标分别为4.5% 至5%、5%以上、5%至5.5%、5%左右。此外,北京、天津、重庆提出2026年地区生产总值增长分别为 5%左右、4.5%和5%以上。 扩大内需成为各地2026年重点部署的任务之一。推动消费转型升级、拓展新型消费、释放服务消费潜力 成为地方两会出现的高频词。北京提出,加大对教育、健康、养老、托育等服务消费政策支持,鼓励平 台创新发展家政等服务业务。浙江提出,拓展消费新业态新模式新场景;加快发展数智消费、悦己消 费、银发经济等新型消费,扩大文旅、餐饮 ...