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国科微股价跌5.17%,国金基金旗下1只基金重仓,持有3.48万股浮亏损失26.03万元
Xin Lang Cai Jing· 2026-01-20 05:27
Group 1 - The core point of the news is that Guokewi experienced a decline of 5.17% on January 20, with a stock price of 137.32 yuan per share and a total market capitalization of 29.813 billion yuan [1] - Guokewi, established on September 24, 2008, and listed on July 12, 2017, specializes in the research and sales of chips related to video decoding, video encoding, solid-state storage, and the Internet of Things, with integrated circuits accounting for 100% of its main business revenue [1] - The trading volume for Guokewi reached 1.7 billion yuan, with a turnover rate of 5.70% [1] Group 2 - Guojin Fund has one fund heavily invested in Guokewi, specifically the Guojin CSI 1000 Index Enhanced A (017846), which held 34,800 shares, representing 0.64% of the fund's net value, ranking as the eighth largest holding [2] - The fund was established on March 22, 2023, with a current scale of 202 million yuan and has achieved a year-to-date return of 8.81%, ranking 1501 out of 5542 in its category [2] - The fund manager, Li Hongchao, has a tenure of 181 days, with the fund's total assets amounting to 1 billion yuan, and the best and worst returns during his tenure being 22.31% and 14.08%, respectively [2]
博时宏观观点:市场情绪偏热,注意规避高估值和题材板块
Xin Lang Cai Jing· 2026-01-20 03:58
Group 1: Market Overview - The bond market is expected to have short-term opportunities, while the A-share market sentiment is considered overheated, necessitating caution against high valuation and thematic sectors [1][11] - The Hong Kong stock market's performance is heavily reliant on the PPI trend, with the current phase characterized by weak fundamentals despite benefiting from liquidity [12][13] - Global oil demand remains weak, with ongoing supply releases and inventory accumulation putting pressure on prices, while geopolitical tensions may cause short-term volatility [13] Group 2: Economic Indicators - In December, the US CPI was slightly below expectations, and the rebound post-government shutdown was not strong, indicating that inflation does not pose a threat to the Federal Reserve's easing cycle [1][11] - Domestic exports exceeded expectations in December, driven by external demand, particularly in integrated circuits, consumer electronics, and automobiles [1][11] - The credit structure shows stronger performance on the corporate side compared to the household sector, with a decrease in social financing growth year-on-year due to the pace of bond issuance [1][11] Group 3: Investment Strategy - The recent cooling of the equity market has led to a recovery in the bond market, but the long-end interest rate opportunities are expected to wait for a clear decline in risk appetite [1][11] - The A-share market may experience a "mid-game break" in the spring rally due to regulatory impacts and earnings forecasts, prompting a shift in funds from high valuation sectors to those with solid performance support and reasonable valuations [12] - The outlook for gold remains positive in the long term, despite potential short-term price fluctuations due to reduced uncertainties from US-China trade tensions [13]
福建厦门海沧区编撰全省首份产业商业秘密保护手册
Zhong Guo Zhi Liang Xin Wen Wang· 2026-01-20 03:42
转自:中国质量报 本报讯 (王逸欣 记者江 岱)近日,福建省厦门市海沧区市场监管局紧扣辖区"产业立区"战略,聚焦生 物医药、集成电路、新材料与新能源三大战略性新兴产业发展需求,编撰完成全省首份立足产业领域的 商业秘密实操指南《海沧区三大战略性新兴产业商业秘密保护手册》,为辖区企业商业秘密保护体系建 设提供支撑,护航产业规范发展与安全运行。 据了解,海沧区三大战略性新兴产业具有科技驱动强、技术迭代快、专业化程度高的显著特征,其商业 秘密不仅涵盖传统经营信息,还包括研发数据、关键技术参数、产业链合作资源等高度专业化信息,直 接关系到企业核心竞争力。海沧区市场监管局在深入走访调研企业需求后,以商业秘密的产业性和链条 性为切入点,结合三大产业各自特征、保密要点与发展实际,吸纳国内外典型案例,创新编制该保护手 册,为企业开出差异化保护"处方",有效提升商业秘密保护的产业适配性,助力产业向高价值进阶,全 面增强辖区整体商业秘密保护能力。 在企业通过知识共享与紧密协作突破关键技术、实现创新目标的过程中,商业秘密管理面临着更为复杂 严峻的挑战。该保护手册以相关法律法规为依据,针对商业秘密管理的特殊性和实务要求,系统梳理合 作 ...
二十多年前乘船来杭的博士生,成为科技与产业的“搭桥”人
Hang Zhou Ri Bao· 2026-01-20 03:32
2023年,受北京航空航天大学委派,王俊出任杭州创新研究院院长。在此之前,他已在雷达信号处 理领域深耕二十余年。 "最早来杭州是1998年,那时我还是个博士生。"白马湖畔,北京航空航天大学杭州创新研究院院长 王俊的回忆闸门打开,叙述充满画面感,"当时和老师在无锡开完学术会议,坐了一整夜的船,清晨才 缓缓抵达武林门码头。那时的杭州城不大,显得格外宁静美好。" 这位曾经的匆匆过客没有想到,20年后,秀美江南已蜕变为一座创新活力迸发的城市,他的人生不 仅与这里深深交织,而且亲历并推动了这座城市的创新进程。 从乘船而来的博士生到扎根杭州的"搭桥人",从备受关注的"网红教授"到深耕产学研的实践者,从 专注雷达信号处理的科学家到科创生态的构建者……王俊的经历,映照出一座城市与一位科研工作者在 时代浪潮下的双向奔赴。在连接实验室与生产线的道路上,他依然步履坚定,奋力前行。 从实验室走向产业前沿 从概念验证迈向产学研全链条 推动他走下讲台、走出实验室的,是对科研价值的深层思考。"在高校从事多年基础研究与教学 后,我特别想看看,那些写在论文里的理论、实验室里的数据,能否转化为实实在在的产品,服务更广 泛的人群。" 北航杭州创新 ...
颀中科技股价涨5.09%,兴证全球基金旗下1只基金重仓,持有2.42万股浮盈赚取1.77万元
Xin Lang Cai Jing· 2026-01-20 03:28
Group 1 - The core viewpoint of the news is that Qizhong Technology has seen a significant increase in its stock price, rising 5.09% on January 20, reaching 15.07 yuan per share, with a total market capitalization of 17.919 billion yuan [1] - Qizhong Technology has experienced a cumulative increase of 9.13% over the past three days, indicating strong market interest and performance [1] - The company specializes in advanced packaging and testing services for integrated circuits, with a revenue composition heavily weighted towards display driver ICs at 92.09% [1] Group 2 - From the perspective of major fund holdings, Qizhong Technology is a significant investment for the Xingquan Antai Stable Pension One-Year Holding Mixed Fund (FOF) A, which holds 24,200 shares, accounting for 0.05% of the fund's net value [2] - The fund has realized a floating profit of approximately 17,700 yuan today and a total of 29,100 yuan during the three-day price increase [2] - The Xingquan Antai Stable Pension One-Year Holding Mixed Fund (FOF) A has a total scale of 659 million yuan and has achieved a year-to-date return of 1.26% [2]
中颖电子股价涨5.3%,广发基金旗下1只基金位居十大流通股东,持有143.89万股浮盈赚取228.78万元
Xin Lang Cai Jing· 2026-01-20 03:04
Group 1 - The core point of the article highlights the performance of Zhongying Electronics, which saw a 5.3% increase in stock price, reaching 31.61 yuan per share, with a trading volume of 432 million yuan and a turnover rate of 4.11%, resulting in a total market capitalization of 10.791 billion yuan [1] - Zhongying Electronics, established on July 13, 1994, and listed on June 13, 2012, is located in Changning District, Shanghai. The company specializes in the design and sales of IC products, providing related after-sales and technical services. The revenue composition of its main business is 81.45% from industrial control and 18.55% from consumer electronics [1] Group 2 - From the perspective of major circulating shareholders, data shows that a fund under GF Fund ranks among the top shareholders of Zhongying Electronics. The GF CSI 1000 ETF (560010) reduced its holdings by 60,800 shares in the third quarter, now holding 1.4389 million shares, which accounts for 0.42% of the circulating shares. The estimated floating profit today is approximately 2.2878 million yuan [2] - The GF CSI 1000 ETF (560010) was established on July 28, 2022, with a latest scale of 35.303 billion yuan. Year-to-date returns are 8.82%, ranking 1498 out of 5542 in its category; the one-year return is 43.02%, ranking 1773 out of 4235; and since inception, the return is 19.97% [2] - The fund manager of GF CSI 1000 ETF (560010) is Luo Guoqing, who has a cumulative tenure of 10 years and 103 days. The total asset scale under his management is 104.711 billion yuan, with the best fund return during his tenure being 113.09% and the worst being -48.08% [2]
“双万亿”第三城,新目标定了
Mei Ri Jing Ji Xin Wen· 2026-01-20 01:40
Group 1: Core Insights - Guangzhou has become the third city in China to achieve a "double trillion" status in consumption and foreign trade during the 14th Five-Year Plan period, following Beijing and Shanghai [1][2] - By 2025, Guangzhou's airport is expected to handle over 83 million passengers, ranking among the top ten globally, while its port is projected to handle nearly 700 million tons of cargo, placing it in the top six worldwide [1] - The city aims to establish six advanced manufacturing clusters with outputs exceeding 100 billion yuan and ten service sectors with added value surpassing 100 billion yuan during the same period [1] Group 2: Economic Indicators - As of 2024, only seven cities in China have reached a consumption level of over one trillion yuan, including Guangzhou, which highlights the significance of its economic status [2] - The report indicates that Guangzhou's foreign trade volume also exceeds one trillion yuan, making it one of only seven cities to achieve this milestone [2] Group 3: Strategic Development - Guangzhou's government has outlined plans to enhance its role as a global supply chain innovation center, aiming to strengthen its core urban functions [3][4] - The city is leveraging its geographical advantages, including proximity to the Pearl River Delta manufacturing hub and its status as a major transportation and trade center, to transition from a trade hub to a supply chain management center [4] Group 4: Future Goals - The city has set ambitious goals for the 15th Five-Year Plan, focusing on increasing its visibility and resource allocation capabilities within the global resource network [3] - The government has previously articulated a vision to develop Guangzhou into a world-class city with both historical charm and modern vitality, as outlined in its urban planning documents [3]
变产业联系点为发展“加速器”,李学锋为集成电路破“堵点”
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-20 00:29
践行全过程人民民主的又一创新实践。 广州人大代表产业联系点的设立,覆盖低空经济与航空航天、软件与互联网、生物制造、智能装备与机 器人、智能网联与新能源汽车等广州战略性新兴产业和特色优势产业,就是为了把产业情况摸清、把存 在问题找准、把发展建议提实的指示要求,深入实际,深入调研,为促进广州相关产业发展提出更多更 有价值的意见建议。 2025年9月,广州人大代表半导体与集成电路产业联系点在京信通信正式挂牌,作为联系点召集人,李 学锋牵头开展了多轮企业走访调研。在走访中,他发现产业链上下游对接不畅、政企沟通存在壁垒,这 些"堵点"严重制约产业发展。 为破解这一难题,他推动产业联系点与黄埔区产业办签署共建协议,精准打通政策落地"最后一公 里"——通过优化流程、精简环节,将政策补贴审批周期缩短30%。目前,联系点内已有5家企业达成 6800万元合作合同,同时还联动周边城市相关产业联系点,搭建起跨区域产业协同平台,真正成为助推 产业发展的"加速器"。 李学锋感受到人大代表的担当,体现在解决一件件企业难题。展望新一年,他表示将继续带着责任与担 当,靠近产业,让企业发展的"堵点"转化为高质量发展的"支点","企业的需求在哪里 ...
“新”动能引领全市进出口增长 去年外贸总值达2.81万亿元,规模再创新高
Su Zhou Ri Bao· 2026-01-20 00:16
"新"动能引领增长。2025年,全市高新技术产品出口8700.8亿元,增长8%,占出口总值的49.4%; 全市集成电路进口4379.5亿元,增长18.6%,占进口总值的41.7%,对进口增长的贡献度为99.1%。 2025年,全市有进出口实绩的外贸企业3.77万家,增加8.3%。其中,民营企业进出口1.09万亿元, 增长5.7%。 昨天(1月19日),苏州海关对外发布2025年苏州市外贸进出口情况。2025年,苏州市外贸进出口 2.81万亿元,增长7.4%,规模再创新高,其中出口1.76万亿元,增长7.6%;进口1.05万亿元,增长 7.1%。 2025年,苏州和全球237个国家和地区建立贸易联系,对共建"一带一路"国家进出口1.27万亿元, 增长17.3%,占全市外贸的比重稳步提升至45%;对东盟、欧盟进出口分别增长25.2%、5.7%。 贸易自主性稳步提升。2025年全市一般贸易进出口1.18万亿元,占全市外贸的41.8%,其中出口增 长11.3%,高出全市出口增速3.7个百分点;一般贸易出口自主品牌率29.7%,较上年提升2.9个百分点, 高出同期整体出口自主品牌率11.9个百分点。全年加工贸易、保税物 ...
盈方微终止收购时擎!
是说芯语· 2026-01-20 00:08
证券代码:000670 盈方微电子股份有限公司(以下简称"公司")股票(证券品种:A股股票, 证券简称:盈方微,证券代码:000670)将于 2026年1月 20日(星期二)开市 时起开始复牌。 一、公司股票停牌情况 公司因筹划发行股份和/或支付现金相结合的方式购买资产并募集配套资金 的事项存在不确定性,为了维护投资者利益,避免对公司证券交易造成重大影响, 根据深圳证券交易所的相关规定,经公司申请,公司股票(证券品种:A 股股票, 证券简称:盈方微,证券代码:000670)自 2026年1月6日开市起开始停牌, 具体内容详见公司于 2026年1月6日披露的《关于筹划重大资产重组事项的停 牌公告》(公告编号:2026-001)。 停牌期间,公司按照相关规定于 2026年1月 13 日披露了《关于筹划重大资 产重组事项的停牌进展公告》(公告编号:2026-004)。 证券简称:盈方微 公告编号:2026-008 盈方微电子股份有限公司 关于披露发行股份及支付现金购买资产并募集配套 资金暨关联交易预案的一般风险提示暨公司股票复 牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导 ...