截至9月30日，中芯国际股东户数33.62万，较上期增加33.27%；人均流通股6134股，较上期减少 25.41%。2025年1月-9月，中芯国际实现营业收入495.10亿元，同比增长18.22%；归母净利润38.18亿 元，同比增长41.09%。 机构持仓方面，截止2025年9月30日，中芯国际十大流通股东中，易方达上证科创板50ETF（588080） 位居第五大流通股东，持股5730.50万股，相比上期减少1650.36万股。华夏上证科创板50成份ETF （588000）位居第六大流通股东，持股5599.90万股，相比上期减少3972.76万股。华夏上证50ETF （510050）位居第七大流通股东，持股3797.30万股，相比上期减少103.16万股。华泰柏瑞沪深300ETF （510300）位居第八大流通股东，持股3393.58万股，相比上期减少146.80万股。嘉实上证科创板芯片 ETF（588200）位居第九大流通股东，持股2760.90万股，为新进股东。易方达沪深300ETF（510310） 位居第十大流通股东，持股2446.97万股，为新进股东。香港中央结算有限公司退出十大流通股东之 列。 ...

Core Viewpoint - Employment is highlighted as a key indicator of economic development and improvement in people's livelihoods, with a focus on enhancing job stability and promoting high-quality employment in Chengdu [2] Group 1: Employment Services - Chengdu's Human Resources and Social Security Bureau has established a "1+3" public employment service system to enhance employment and entrepreneurship quality [2] - The "Rongyi Employment" service model has been innovatively launched, extending employment services to local communities and workplaces, with 2,647 service stations established and 234.62 million person-times served [4][5] - Various recruitment activities have been organized, totaling 3,224 events from January to October, focusing on personalized services for key groups such as college graduates and rural labor [5] Group 2: Employer Support - Chengdu has created a "Rongyi Labor" service mechanism to support enterprises in meeting their labor needs through a four-level coordination system [6] - In response to urgent labor demands, over 10,000 workers were recruited for BYD Electronics in just 35 days, showcasing the effectiveness of the coordination mechanism [6] - From January to October, 204.62 million job postings were made available to 78,200 employers, alleviating labor shortages [7] Group 3: Skills Training - Chengdu has implemented a comprehensive skills training initiative, with 82,000 participants receiving subsidized training and over 580,000 online training sessions provided [9] - The city has adopted a project-based training model that integrates job demand, skills training, evaluation, and employment services [9] Group 4: Entrepreneurship Support - Chengdu has developed a "trinity" entrepreneurial ecosystem combining policy support, financial backing, and service guarantees, with 976 entrepreneurial service stations established [11] - The "Yufu Entrepreneur Growth Camp" has successfully trained 188 small and medium-sized enterprise owners, resulting in an average revenue increase of 65% for their businesses [11][12] - The city has created various entrepreneurial spaces and communities, leading to over 430,000 jobs generated through entrepreneurship [12]

Core Insights - The Ministry of Industry and Information Technology has initiated the creation of national emerging industry development demonstration bases, focusing on key sectors such as new generation information technology, new energy, new materials, and high-end equipment [1] - In October, high-tech industry sales revenue in China grew by 13.6% year-on-year, with both high-tech service and manufacturing sectors maintaining double-digit growth [1] - The State Council's recent policy aims for deep integration of artificial intelligence with six key sectors by 2027, positioning the digital economy as a significant growth driver by 2030 [1] Industry Performance - High-tech service industry sales revenue increased by over 10% year-on-year [1] - High-tech manufacturing sales revenue also saw a similar growth rate, indicating robust performance across these sectors [1] - Specific sectors such as integrated circuits, industrial robots, and drone manufacturing reported significant year-on-year sales growth of 32.5%, 41.7%, and 38.4% respectively [1] Policy and Strategic Direction - The State Council's "Artificial Intelligence +" action plan outlines measures to enhance foundational capabilities, aiming for extensive integration of AI into key sectors by 2027 [1] - By 2030, the digital economy is expected to become a crucial growth engine for economic development, with a vision for a fully digital economy and smart society by 2035 [1] - There is a recognized need to enhance self-sufficiency in areas potentially subject to foreign control, such as advanced computing chips and large-scale computing facilities [4]

Core Viewpoint - The Beijing Municipal Committee has proposed the development of high-precision and advanced industries as part of the 15th Five-Year Plan, emphasizing the enhancement of traditional industries and the growth of emerging sectors [1] Group 1: Industry Development - The plan aims to strengthen the foundation of the real economy by promoting the quality upgrade of key industries and expanding the advantages of clusters in new-generation information technology and healthcare [1] - New industries such as artificial intelligence, advanced green energy, and low-carbon environmental protection will be cultivated [1] Group 2: Innovation and Technology - The implementation of an industrial innovation project is proposed to facilitate the large-scale application of new technologies, products, and scenarios [1] - Strategic emerging industries like integrated circuits, robotics, smart manufacturing, and aerospace technology will be accelerated [1] Group 3: Future Industry and Risk Management - The plan includes mechanisms for increasing investment in future industries and sharing risks, focusing on new growth points such as sixth-generation mobile communication, quantum technology, biomanufacturing, and brain-computer interfaces [1] - A comprehensive safety risk assessment, early warning, and response mechanism will be established around key industrial chains to enhance the resilience and security of supply chains [1] Group 4: Quality and Brand Building - There is an emphasis on improving the domestic substitution of key equipment, software, processes, and materials to enhance the supply security of strategic resources [1] - Strengthening quality and brand construction is highlighted as a crucial aspect of the development strategy [1]

主动靠前服务，聚焦政策落地。以科技创新企业需求为导向，系统梳理我国最新六大类54条税费优惠政 策，编制形成《支持科技创新主要税费优惠政策指引》。该指引不仅在生物医药产业园、纳米城等四大 产业园的一站式服务中心广泛分发，更成为专家巡回宣讲的核心教材，帮助企业财税人员快速便捷查询 政策、准确理解政策要点，确保优惠政策真正落地生根、直达快享。 创新服务载体，优化沟通渠道。联合数据服务部门设计开发"财赋通"系统，以财会专业力量为企业赋能 增势，打造产业高质量发展的全新通道。该系统于7月正式上线运行，涵盖培训报名、需求调研、意见 反馈、专家库维护等核心功能，搭建起企业与专家的高效互动桥梁。企业可通过平台提出培训需求，参 训人员对课程及讲师进行评分反馈，助力动态优化活动主题与师资配置，实现服务与产业需求精准匹 配，让财税服务更具针对性和实效性。 截至目前，"财税惠企先锋行"巡回宣讲活动已成功走进生物医药产业园、纳米城、集成电路产业园、国 际科技园四大重点产业园区，累计吸引近300人次企业财税人员参训，发放《支持科技创新主要税费优 惠政策指引》2000余册，服务产业园入驻企业近千家。活动的持续推进，不仅推动了科技企业税费优 ...

Core Viewpoint - SiRuPu plans to acquire equity in Ningbo Aura Semiconductor Co., Ltd. through a combination of issuing shares and/or cash payments, which may constitute a significant asset restructuring [1][8]. Group 1: Acquisition Details - SiRuPu has signed a letter of intent for equity acquisition with major shareholders of Aura, including Hong Kong Aura Investment Co., Limited and others, totaling nine shareholders [4][9]. - The shareholders collectively hold 86.12% of Aura's equity, indicating a substantial stake involved in the transaction [9]. Group 2: Stock Suspension - SiRuPu's stock and convertible bonds will be suspended from trading starting November 26, with an expected suspension period not exceeding 10 trading days [1][6]. - As of November 25, SiRuPu's stock price was 148.18 CNY per share, reflecting a 1.37% increase, with a total market capitalization of 20.42 billion CNY [1]. Group 3: Company Performance - SiRuPu's revenue has fluctuated significantly in recent years, with reported revenues of 1.783 billion CNY in 2022, 1.094 billion CNY in 2023, and 1.220 billion CNY in 2024 [10]. - The net profit attributable to shareholders has also varied, showing a loss of 347.13 million CNY in 2023 and a further loss of 1.97 billion CNY in 2024 [10]. - In the first three quarters of 2025, SiRuPu reported a revenue of 1.531 billion CNY, marking an 80.47% year-on-year increase, with a net profit of 126 million CNY [11][12].

每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 （记者 曾健辉） 截至发稿，思瑞浦市值为204亿元。 每经AI快讯，思瑞浦（SH 688536，收盘价：148.18元）11月25日晚间发布公告称，思瑞浦微电子科技 （苏州）股份有限公司正在筹划以发行股份及/或支付现金的方式购买宁波奥拉半导体股份有限公司股 权并募集配套资金。经公司申请，公司股票自2025年11月26日（星期三）开市起开始停牌，公司定向可 转换公司债券自2025年11月26日（星期三）开市起停止转股。 2024年1至12月份，思瑞浦的营业收入构成为：集成电路行业占比99.96%，其他业务占比0.04%。 ...

Core Insights - The "Pre-Unicorn" list by CCID focuses on innovative tech companies with high growth potential that have not yet reached a valuation of $1 billion and are not publicly listed, indicating their potential to become "Unicorns" in the next 3-5 years [1] Group 1: Regional Distribution - The "Pre-Unicorn" companies are concentrated in three major city clusters: Yangtze River Delta, Beijing-Tianjin-Hebei, and Guangdong-Hong Kong-Macau Greater Bay Area, with 90% of the companies located in these regions [2] - The Yangtze River Delta leads with 59 companies, followed by Beijing-Tianjin-Hebei with 17, and Guangdong-Hong Kong-Macau with 14 [2] - Shanghai, as the leading city in the Yangtze River Delta, focuses on "hard technology" breakthroughs and has implemented policies to support key industries like integrated circuits, biomedicine, and artificial intelligence [2] Group 2: Provincial Performance - Jiangsu province has the highest number of "Pre-Unicorn" companies with 21, followed by Shanghai with 18, and Beijing with 17 [3] - Other notable provinces include Zhejiang with 15 and Guangdong with 14, while several other provinces also have companies on the list [3] - The distribution of "Pre-Unicorn" companies spans 24 cities, with Shanghai and Beijing in the top tier, followed by Suzhou, Shenzhen, and Guangzhou in the second tier [3] Group 3: Core Sectors - The "Pre-Unicorn" companies are primarily involved in hard technology sectors, including integrated circuits, biomanufacturing, autonomous driving, new energy, artificial intelligence, and robotics [4] - The integrated circuit sector is the most prominent, with 36 companies, accounting for a significant portion of the total valuation of "Pre-Unicorn" companies [4] - The biomanufacturing sector follows with 14 companies, showcasing China's advancements in areas like antibody drugs and cell therapy [5] Group 4: Sector Analysis - The autonomous driving sector is transitioning from technology validation to commercialization, with 9 companies involved and a broad distribution across multiple cities [6] - The new energy sector is characterized by China's leading position globally, with significant production in solar components and battery installations, also featuring 9 companies [6]

Core Viewpoint - The company, Fuman Micro, announced the approval of the first vesting period conditions for its 2023 restricted stock incentive plan during the 15th meeting of its fourth board of directors held on November 24, 2025 [1] Group 1 - The board meeting was held to review and approve the achievement of vesting conditions for the restricted stock incentive plan [1]

Core Insights - Chengdu Yunlian Zhikong Technology Co., Ltd. has been established with a registered capital of 1.01 million RMB [1] - The company is involved in a wide range of activities including software development, technical services, integrated circuit manufacturing, and electronic component sales [1] Company Overview - The legal representative of the company is Luo Ming [1] - The business scope includes software development, technology services, integrated circuit design and manufacturing, and various electronic products [1] - The company also engages in the manufacturing and sales of machinery, industrial control computers, and IoT technology services [1] Business Activities - The company’s operations cover a broad spectrum including chemical product sales (excluding licensed chemical products), labor protection supplies sales, and internet sales [1] - It is involved in the manufacturing of mobile communication devices, communication equipment, and metal materials [1] - The company is authorized to conduct import and export activities, including technology import and export [1]