中共上海市委 关于制定上海市国民经济和 社会发展第十五个五年规划的建议 （2025年12月22日中国共产党上海市第十二届委员会第八次全体会议通过） 中国共产党上海市第十二届委员会第八次全体会议深入学习贯彻党的二十大和二十届历次全会精神， 全面贯彻落实习近平总书记考察上海重要讲话精神，深入分析国际国内形势和事关上海长远发展的重 大问题，就制定国民经济和社会发展"十五五"规划提出以下建议。 一、"十五五"时期是加快建成具有世界影响力的社会主义现代化国际大都市的关键时期 1."十四五"时期上海发展取得显著成就。 "十四五"时期上海发展历程极不寻常、极不平凡。习近平总书记两次亲临上海考察调研，发表重要讲 话，为上海社会主义现代化建设作出新的战略擘画。五年来，在以习近平同志为核心的党中央坚强领 导下，市委坚持以习近平新时代中国特色社会主义思想为指导，把深入贯彻落实习近平总书记考察上 海重要讲话精神作为全部工作的鲜明主题和突出主线，聚焦国家战略任务，践行人民城市理念，奋发 有为、克难攻坚，经受住世纪疫情严重冲击，有效应对外部环境变化风险挑战，推动各项事业取得新 的重大成就。高质量发展扎实推进，经济运行稳中向好，经济总量跻 ...

Group 1: Regulatory News - The China Securities Regulatory Commission (CSRC) has initiated an investigation into Ningbo Ronbay New Energy Technology Co., Ltd. for allegedly misleading statements in a major contract announcement [2] - The CSRC will conduct a comprehensive investigation and take legal action to maintain market stability [2] Group 2: Economic Indicators - The Ministry of Commerce reported that trade between China and Central Asia is expected to reach $106.3 billion in 2025, a year-on-year increase of 12%, with the growth rate improving by 6 percentage points compared to the previous year [2] - This marks the first time that the total trade value between China and Central Asia has exceeded $100 billion, maintaining positive growth for five consecutive years [2] Group 3: Company Performance Forecasts - Guolian Minsheng expects a net profit of 2.008 billion yuan for 2025, an increase of 1.611 billion yuan, representing a year-on-year growth of approximately 406% [4] - Longi Green Energy anticipates a net loss of between 6 billion to 6.5 billion yuan for 2025 [5] - Tongwei Co. predicts a net loss of between 9 billion to 10 billion yuan for 2025 [6] - Aiko Solar expects a net loss of between 1.2 billion to 1.9 billion yuan for 2025 [7] - I Love Home expects a net profit of between 171 million to 190 million yuan for 2025, a year-on-year increase of 40.78% to 56.42% [7] - Oke Yi anticipates a net profit of between 96 million to 110 million yuan for 2025, a year-on-year increase of 67.53% to 91.96% [7] Group 4: Corporate Transactions - Yanjiang Co. has announced a major asset restructuring plan to acquire 98.54% of Yongqiang Technology's shares, with stock resuming trading on January 19 [2][8] - The acquisition will expand Yanjiang's business into high-end electronic information interconnection materials [8] - Minexplosion Optoelectronics is planning to issue shares and pay cash to acquire 100% of Xiamen Xizhi Precision Technology Co., Ltd. and Jiangxi Maida Intelligent Technology Co., Ltd. [9] - Tianyuan Intelligent has received a notice regarding the investigation of its controlling shareholder, but the company's operations remain normal [10]

Group 1 - BoFei Electric (001255) achieved a five-day consecutive increase in stock price, while WuKang Development (600058), XinHua Department Store (600785), and DeBang Co. (603056) saw a three-day consecutive increase [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.03 trillion yuan, an increase of 120.8 billion yuan compared to the previous trading day [1] - The storage chip, semiconductor equipment, and robotics sectors showed significant gains [1] Group 2 - State Grid Corporation announced that fixed asset investment during the 14th Five-Year Plan period is expected to grow by 40% compared to the 13th Five-Year Plan [1] - 62% of data centers are considering building their own power facilities, indicating a trend towards self-sufficiency in energy [1] - Electric grid equipment stocks remain active, with BoFei Electric hitting a historical high [1] Group 3 - Fenglong Co. (002931) announced the resumption of trading after a suspension due to stock price volatility, with a price increase of 213.97% over 12 consecutive trading days [2] - Yanjiang Co. (300658) plans to acquire 98.54% of Yongqiang Technology through a combination of stock issuance and cash payment, marking a strategic shift towards high-end electronic information interconnection materials [3] Group 4 - Two new stocks are available for subscription today [4]

Core Insights - The Shanghai Municipal Party Committee has released suggestions for the 15th Five-Year Plan, emphasizing the acceleration of three leading industries [1] Group 1: Semiconductor Industry - The plan aims to enhance the capability, manufacturing level, and design ability of integrated circuit equipment, promoting an overall breakthrough and growth of the entire industry chain [1] Group 2: Biopharmaceutical Industry - There is a focus on strengthening the research and development of important innovative drugs and medical devices, with strategies including the development of new drug targets and mechanisms, accelerated transformation of results, improved clinical trial efficiency, and innovative multi-payment methods [1] Group 3: Artificial Intelligence Industry - The initiative promotes full-stack innovation in artificial intelligence, emphasizing the development of high-performance intelligent computing chips, high-quality datasets, and efficient intelligent computing clusters, while also advancing the iteration of foundational large models and the maturation of embodied intelligence technologies [1]

Group 1 - Mathematics is increasingly recognized as a strategic competitive advantage in various industries, including artificial intelligence, industrial software, aerospace control, medical software, and energy simulation [1][4][7] - The 10th World Congress of Chinese Mathematicians attracted over 2,000 mathematicians and scholars from more than 30 countries, with over 314 mathematical presentations, many of which are closely related to industrial applications [2][4] - The integration of mathematics with industry has progressed from cross-disciplinary exploration to deep fusion, positioning mathematics as a core engine driving industrial innovation and supporting national strategies [2][3] Group 2 - Experts emphasize that since 2018, China's focus on mathematics has increased significantly, particularly in addressing technological bottlenecks [4][5] - In artificial intelligence, stronger mathematical capabilities lead to better model performance, including code generation and problem-solving abilities [4][6] - Mathematics is crucial for various sectors, such as electronic design automation (EDA) in integrated circuits, where core algorithms reflect deep integration with computational and applied mathematics [4][5] Group 3 - The development of geometric engines, essential for CAD, CAE, and CAM software, is heavily reliant on mathematical principles [5] - New mathematical methods are enhancing medical imaging technologies, improving model stability and generalization, and reducing costs for patients [5][6] - Mathematical optimization techniques have significantly improved operational efficiency in satellite management and oil and gas reservoir simulations [6][7] Group 4 - The rise of Chinese engineers in the AI field is closely linked to their strong mathematical foundation [7][8] - Supporting mathematical development requires a conducive environment and innovative education, rather than purely utilitarian approaches [7][8] - Mathematics should be viewed as a strategic resource, with efforts to improve overall mathematical literacy across all age groups [8]

Core Viewpoint - The article discusses the release of the "2025 Talent Demand Directory" by Shenyang City, which identifies critical talent shortages in various industries, emphasizing the need for targeted recruitment strategies to support industrial development [1] Group 1: Talent Demand Overview - A total of 82 positions are classified as five-star critical shortages, primarily in integrated circuits, biomedicine and medical equipment, and high-end equipment sectors [1] - There are 112 four-star positions covering a wide range of fields, including new-generation information technology and aerospace, as well as foundational manufacturing industries like food and new materials [1] - The directory also lists 72 three-star positions, which are generally more common vocational skills that provide essential support within the city's industrial system [1] Group 2: Industry Distribution - Four industrial clusters account for the highest demand with a total of 170 positions: biomedicine and medical equipment (46), high-end equipment (43), integrated circuits (43), and new-generation information technology (38) [1] - These sectors are characterized by high technology intensity and active innovation, indicating a sustained demand for specialized talent [1] Group 3: Implications for Recruitment and Education - The directory outlines the categories of critical positions, professional structure requirements, and core competency standards, serving as a reference for companies in talent acquisition and team optimization [1] - It also provides guidance for educational institutions and research organizations to optimize their academic programs and deepen industry-education integration [1]

Group 1 - Company approved the use of raised funds to replace self-raised funds for investment projects and issuance costs totaling RMB 93.31 million (excluding tax) [1][4][5] - The total amount raised from the issuance of convertible bonds is RMB 850 million, with a net amount of RMB 838.79 million after deducting issuance costs [1][9] - The company has established a special account for the management of raised funds, in compliance with regulations [2][9] Group 2 - The company plans to provide a loan of up to RMB 428 million to its wholly-owned subsidiary, Suzhou Qizhong, for the implementation of investment projects [8][11] - The loan will be interest-free and is intended solely for the specified investment project [11][12] - The board of directors has authorized management to handle the loan disbursement and related matters [11][12] Group 3 - The company intends to invest RMB 50 million in Zhejiang Hexin Integrated Circuit Co., Ltd., acquiring 2.27% of its equity [17][19] - This investment is aimed at optimizing the company's strategic layout in the advanced packaging and testing field of integrated circuits [20][27] - The investment has been approved by the board and does not require shareholder approval [19][21] Group 4 - The company will use its own foreign exchange to pay for part of the investment project costs and will replace it with raised funds [51][55] - This approach is expected to improve fund utilization efficiency and reduce financial costs [55][57] - The board has approved this process, which does not require shareholder approval [56][58]

Core Viewpoint - The company, Yanjiang Co., Ltd. (延江股份), plans to acquire 98.54% of Yongqiang Technology (甬强科技) through a combination of share issuance and cash payment, marking a strategic shift into the high-end integrated circuit interconnect materials sector [1] Group 1: Acquisition Details - The acquisition involves 28 counterparties, including He Jiangqi, and will also include a capital raise through share issuance to the company's controlling shareholders [1] - Yongqiang Technology specializes in high-end electronic interconnect materials for integrated circuits, with core products such as high-performance copper-clad laminates and semi-cured sheets [1] Group 2: Business Expansion - Post-acquisition, Yanjiang Co. will expand its business into the high-end integrated circuit interconnect materials field, focusing on technology research and product development [2] - Yongqiang Technology aims to become a leading enterprise in high-end integrated circuit interconnect materials, having developed products suitable for AI computing, high-speed communication, and aerospace applications [1][2] Group 3: Market Position and Strategy - The high-performance copper-clad laminate industry is experiencing rapid growth, with Yongqiang Technology holding a first-mover advantage [2] - The industry is capital and talent-intensive, and the acquisition will provide Yongqiang Technology with direct financing channels through the public market, enhancing its capital position and reducing financing costs [2] Group 4: International Operations - Yanjiang Co. has established subsidiaries in the US, Singapore, Egypt, and India, creating a mature overseas operational system [3] - The company has experience serving international clients, including Procter & Gamble, which will support Yongqiang Technology's operations and development post-acquisition [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看智通财经 公司新闻部《速读公告》栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经1月18日讯（记者 方彦博）在经历数日停牌后，延江股份（300658.SZ）披露其跨界收购预案。 今日晚间，延江股份发布公告，拟以发行股份及支付现金的方式，收购宁波甬强科技有限公司（以下简称"甬强科技"）98.54%的股权，并向实际控制人控制 的厦门延盛及谢继华本人募集配套资金。 此次交易也标志着延江股份正式从一次性卫生用品面层材料领域，向集成电路高端电子信息互连材料赛道跨界进军。然而，结合此前智通财经对标的公司对 自身业绩预判的准确性及上市公司股价提前异动的质疑，本次预案虽披露了更多细节，但核心疑点仍未完全消解，反而进一步引起了市场对公司未来的业绩 对赌安排、收购带来的整合风险等问题的关切。 跨界并购，实控人参与定增 根据公告，本次延江股份的重大资产重组交易由资产收购和募集配套资金两部分组成。 其中，资产收购部分，延江股份拟向包括贺 ...

Group 1 - Yanjiang Co. plans to acquire 98.54% stake in Yongqiang Technology, which is expected to constitute a major asset restructuring. The transaction will involve issuing shares and cash payments to 28 counterparties, aiming to expand into the high-end electronic interconnection materials for integrated circuits [1] - Yongqiang Technology specializes in the R&D, production, and sales of high-performance copper-clad laminates and semi-cured sheets, which aligns with Yanjiang's strategic transformation and technology research in the integrated circuit sector [1] Group 2 - Guolian Minsheng forecasts a net profit increase of approximately 406% for 2025, expecting to reach 2.008 billion yuan, up from the previous year's 1.611 billion yuan. This growth is attributed to the acquisition of Minsheng Securities and the integration of its business [3] - The company aims to enhance its financial service capabilities through deep integration of technology, finance, and industry, leading to significant growth in securities investment, brokerage, and wealth management [3] Group 3 - Tianyuan Intelligent's actual controller and chairman has been detained for investigation, but the company states that its operations and management remain normal, and there is no significant impact on its business [4] Group 4 - Changxin Bochuang expects a net profit of 32 million to 37 million yuan for 2025, representing a year-on-year growth of 344.01% to 413.39%, driven by the demand for data communication products due to advancements in cloud computing and AI [5] - Shenghong Technology anticipates a net profit of 416 million to 456 million yuan for 2025, with a growth of 260.35% to 295.00%, maintaining its technological leadership in the global PCB manufacturing sector [5] Group 5 - Beifang Rare Earth predicts a net profit of 2.176 billion to 2.356 billion yuan for 2025, an increase of 116.67% to 134.60%, due to improved production and sales of rare earth products [7] - The company has made significant progress in its production efficiency and competitive advantages through various projects and innovations in the rare earth industry [7] Group 6 - Oke Yi expects a net profit of 96 million to 110 million yuan for 2025, a growth of 67.53% to 91.96%, driven by the rising demand for precision machining tools in the high-end manufacturing sector [8] - Lanqi Technology forecasts a net profit of 2.15 billion to 2.35 billion yuan for 2025, benefiting from the booming AI industry and increased demand for interconnect chips [9] Group 7 - Huida Technology has received approval for a stock issuance to specific investors, which is valid for 12 months, aimed at funding various projects [12] - Xinyuan New Materials plans to acquire a 51% stake in Hai Rui Te Engineering Plastics, enhancing its position in the high-tech materials sector [15]