目前，合合信息股东东方富海持有公司709.47万股，占公司总股本的5.07%，东方富海二号持有公司333.87万股，占公司总股本的2.38%。 据悉，东方富海与东方富海二号系由同一执行事务合伙人东方富海（芜湖）股权投资基金管理企业（有限合伙）管理的私募基金，合计持有公司7.45%的 股份，股份来源为公司首次公开发行前取得的股份及资本公积转增股本取得的股份，上述股份已于2025年9月26日起上市流通。 | 股东名称 | 东方富海、东方富海二号 | | --- | --- | | 计划减持数量 | 不超过:4,200,000 股 | | 计划减持比例 | 不超过:3% | | 减持方式及对应减持数 | 集中竞价减持,不超过:4,200,000 股 | | 量 | 大宗交易减持,不超过:4,200,000 股 | | 减持期间 | 2025年10月28日〜2026年1月27日 | | 拟减持股份来源 | IP0 前取得、资本公积转增股本取得 | | 拟减持原因 | 自身资金需求 | 根据市场公开信息整理，合合信息9月26日有6867.02万股限售股份解禁，为公司首发原股东限售股份，首发战略配售股份，占公司总股本49 ...

Investment Rating - The report maintains a "Weaker than the market" rating for the U.S. stock market [1] Core Insights - The U.S. stock market has shown signs of slowing capital inflow, with significant industry differentiation observed [1][4] - The S&P 500 index has experienced a slight decline of 0.3% this week, while the Nasdaq fell by 0.7% [3] - Energy, automotive, utilities, and technology hardware sectors have shown positive performance, while retail, media, and materials sectors have faced declines [3][4] Summary by Sections Price Trends - The S&P 500 index decreased by 0.3%, and the Nasdaq dropped by 0.7% this week - The performance ranking of styles is as follows: Large-cap value (+0.1%) > Small-cap value (-0.1%) > Large-cap growth (-0.8%) > Small-cap growth (-1.0%) [3] Capital Flows - Estimated capital flow for S&P 500 components was +$12.5 billion this week, down from +$134.6 billion last week - 10 sectors saw capital inflows, while 14 experienced outflows - Notable inflows were seen in semiconductors (+$23.6 million), automotive (+$15.9 million), and technology hardware (+$9.5 million) [4] Earnings Forecast - The earnings per share (EPS) forecast for S&P 500 components was adjusted upward by 0.3% this week - 21 sectors saw an increase in earnings expectations, while materials and retail sectors experienced declines [5]

湖南此次赴沪揽才，精准把握了当前人才市场的"供需关系"。从需求端看，众多岗位聚焦新一代信息技 术、先进制造、生物医药等领域——恰好与上海高校在集成电路、人工智能、生命科学等学科的优势高 度契合；从供给端看，湖南不只是给岗位，更注重"搭平台""优环境"："1+2"国家实验室体系、"4+4科 创工程"提供一流科研载体，职称评审破"四唯"，"最具幸福感城市"的生态又解决了生活后顾之忧。这 一套"产业有赛道、科研有支撑、生活有保障"的组合拳，向在沪学子展示了一张张充满机遇的"青春船 票"。 在复旦大学公共卫生专业就读的唐同学即将毕业，她表示这是第一次参加这么大型的招聘会，湖南带着 满满的诚意前来，让她感受到了人才被尊重，被爱护和被重视。"希望能够在这次招聘会上找到心仪的 岗位。" 现场，湖南省与复旦大学、上海交通大学、同济大学、华东师范大学签署合作协议，共同开启省校合作 新篇章。接下来，省校双方将立足"湖南所需"和"高校所能"，重点关注线上或点上可具象、可操作、可 落地的合作场景，以产业合作为主体，以科技、教育合作为补充，聚焦人工智能、量子计算、航空航 天、生物医药等领域开展深度合作，实现优势互补、良性互动，力争打造 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 微软365 Copilot引入Claude模型 近日，微软宣布在Microsoft 365 Copilot中引入Anthropic的Claude模型，为企业和个人用户提供更多选 择。此次更新中，Claude Sonnet 4与Claude Opus 4.1已正式加入Copilot体系，用户可在Researcher代理和 Copilot Studio中自由切换使用。微软表示，这一举措旨在"将业界最前沿的AI创新带入办公场景，并根 据不同业务需求进行优化"。在Researcher Agent中，用户可选择由OpenAI的深度推理模型或Anthropic的 Claude Opus 4.1提供支持，用于市场战略制定、趋势分析或季度报告撰写等复杂任务。 开源鸿蒙6.0版本发布 在开源鸿蒙技术大会上，开源鸿蒙6.0版本正式发布，可支持手机、平板、电脑等终端设备。 目前，开 源鸿蒙已汇聚9200多名社区贡献者，累计贡献1.3亿多行代码，推出70多个行业发行版 ...

Core Insights - The release of iOS 26 has sparked divided opinions among users, with some praising its visual enhancements while others criticize bugs and battery life issues [1] - Apple has recently pushed out the iOS 26.1 developer beta, focusing on optimizing liquid effects and UI details, but the underlying developments may be more significant [1][3] Group 1: MCP and App Intents - Apple is laying the groundwork for integrating Model Context Protocol (MCP) support into App Intents, allowing AI models like ChatGPT to interact directly with applications on Mac, iPhone, and iPad [3][4] - MCP, proposed by Anthropic, aims to standardize the connection between AI models and external tools, simplifying integration and enabling secure, bidirectional communication [4][6] - MCP has already been adopted by various platforms, establishing itself as a universal interface for AI applications, and is not limited to AI use cases [6][8] Group 2: System Integration and User Experience - App Intents, introduced in 2022, allows applications to abstract their functionalities into semantic actions, enabling system-level calls without relying solely on AI [8][9] - The integration of MCP into App Intents means that Siri can trigger local actions while also leveraging external AI for broader knowledge when necessary [9][11] - This system-level integration allows for seamless user experiences, where commands can be executed without manual app switching, enhancing overall efficiency [11][12] Group 3: Apple's Strategic Shift - Apple is increasingly adopting an open approach, moving away from a strictly self-developed model to embrace external AI models, reflecting a broader industry trend [13][15] - The integration of multiple AI models, such as Google Gemini and Anthropic Claude, into Apple's ecosystem indicates a shift towards a platform-based strategy, similar to its past experiences with the App Store [15][17] - By establishing standards and rules for third-party innovations, Apple positions itself as a channel and rule-maker, leveraging its extensive user base while ensuring compliance with its security and interface standards [18][19]

重要新闻提示 财经新闻 1. 国家统计局9月27日发布数据显示，1至8月份，全国规模以上工业企业实现利润总额46929.7亿元，同 比增长0.9%。8月份规模以上工业企业利润实现两位数的同比增长，由7月份下降1.5%转为增长20.4%， 工业企业当月利润改善明显。 国家统计局工业司首席统计师于卫宁表示，1至8月份，在宏观政策发力显效、全国统一大市场纵深推 进，叠加去年同期低基数等多重因素作用下，规模以上工业企业利润同比增长0.9%，装备制造业支撑 有力，不同规模企业利润均有所改善。 2. 据新华社9月27日报道，综合媒体和相关监管机构日前公布的信息，德国宝马集团将召回超过33万辆 汽车，原因是起动机及相关部件可能存在短路隐患。此次宝马召回计划中，在德国有超过13万辆汽车受 影响。宝马尚未公布全球召回数量，但考虑到这次召回涉及的是2015年9月至2021年9月生产的多款车 型，影响的范围可能覆盖更多国家，实际召回规模可能超过已公布的数字。 1至8月份，全国规模以上工业企业实现利润总额46929.7亿元，同比增长0.9% 9月28日，腾讯混元发布新一代生图模型 德国宝马集团将召回超过33万辆汽车 今日提示 国务院 ...

【导读】开源鸿蒙6.0版本发布，已推出70多个行业发行版 中国基金报记者 张燕北 9月27日，由开源鸿蒙项目群技术指导委员会（TSC，Technical Steering Committee）主 办，华为承办的开源鸿蒙技术大会2025在长沙召开。 本次大会上，开源鸿蒙6.0 Release版本正式发布，可支撑手机、平板、电脑等终端设备。目 前，开源鸿蒙已推出超70个行业发行版，应用于多个关键行业。 搭载鸿蒙5的终端设备已超过1700台 本次大会回顾了开源鸿蒙五年来走过的历程，并透露了一些最新数据。 华为常务董事、终端BG董事长余承东在致辞中表示："五年来，在开放原子开源基金会的孵 化运营下，产学研各界齐心聚力，共建开源鸿蒙，开创了我国软件发展史上的奇迹。" "2024年，华为公司基于开源鸿蒙打造的鸿蒙5操作系统发布。截至今年9月20日，基于开源 鸿蒙的鸿蒙5操作系统的终端数已突破1700万，有超过3万个鸿蒙应用和元服务上架。"余承 东说。 开源鸿蒙项目群技术指导委员会主席陈海波指出，在产学研用各界共建下，开源鸿蒙已成为 发展最快的智能终端操作系统之一。 开源鸿蒙6.0版本发布 大会现场，开源鸿蒙迎来大版本更新 ...

Group 1 - Tencent's Mixuan is set to release a new generation of image generation models [1] - Open-source HarmonyOS reveals latest progress, with future support for full-size humanoid robots [1] - The first national industrial software conference for the non-ferrous metal smelting industry will be held in 2025, introducing the country's first intelligent model for the sector [1] Group 2 - Apple is reportedly developing a ChatGPT-like application to assist in testing the new version of Siri [1] - OpenAI CEO Sam Altman predicts that general artificial intelligence will arrive by 2030, with AI potentially taking over 40% of human jobs in the future [1] - Meta's CTO Andrew Bosworth states that humanoid robots are the next "AR-level bet," with software being the main bottleneck [1]

Domestic Policy Focus - The industry stabilization plans for steel, construction materials, and light industry have been issued, emphasizing capacity regulation compared to previous versions [3][6][8] - The steel industry plan aims for an average annual growth of around 4% in value added, with a focus on supply-side structural adjustments and strict capacity control measures [9][10] - The construction materials plan prohibits the addition of new cement and flat glass capacity, requiring capacity replacement plans for new and renovated projects [10][11] Biopharmaceutical Sector - The National Drug Procurement Office released the national centralized drug procurement document (GY-YD2025-1), focusing on optimizing procurement rules and reducing drug costs for the public [18] - Changes in the procurement process include stricter qualification standards for bidding companies and modifications to the selection rules to respect clinical choices [18] Overseas Policy Developments - The U.S. Congress delegation visited China, with discussions focusing on Taiwan and military issues [3][6] - The U.S. and U.K. signed a significant technology cooperation agreement during President Trump's visit, addressing core issues such as the Israel-Palestine conflict and the Russia-Ukraine situation [3][6] Weekly Industry Policy Review - Key areas of focus include the rectification of internal competition, new production capabilities, infrastructure, new energy vehicles, media, and biopharmaceuticals [3][6] Other Policies - The third round of inspections by various financial regulatory bodies has been reported, indicating ongoing efforts to improve regulatory compliance and governance [3][6]

Group 1 - The core inflation indicator, the US August core PCE price index, rose in line with market expectations, indicating stabilization of inflation and easing concerns about rising inflation [1][8] - Following the data release, US Treasury yields fell, and all three major US stock indices opened higher, ending a three-day decline with the Dow Jones up 0.65%, S&P 500 up 0.59%, and Nasdaq up 0.44% [1] - The data provides the Federal Reserve with more room to respond to a cooling labor market and strengthens market expectations for future rate cuts, with an 89.8% probability of a rate cut in October and 65.1% in December according to CME FedWatch Tool [1] Group 2 - International oil prices rose significantly this week due to various factors, including Ukraine's attacks on Russian energy infrastructure and US pressure on multiple countries to reduce imports of Russian crude oil [4] - As of the close, light crude oil futures for November delivery rose by 1.14%, while Brent crude oil futures for November delivery increased by 1.02%, with cumulative increases of 4.85% and 5.17% for the week, respectively [4] - In the precious metals market, international gold prices rose over 1% on Friday and accumulated a weekly increase of 2.78%, closing at $3809.00 per ounce [4] Group 3 - The US stock indices collectively declined earlier in the week, with Oracle's stock dropping over 8% due to concerns about high valuations in the AI sector and potential risks within the industry [5] - The Dow Jones fell by 0.15%, S&P 500 by 0.31%, and Nasdaq by 0.65%, marking the first decline for the Nasdaq and S&P 500 in four weeks [5] Group 4 - The US August personal consumption expenditures (PCE) price index rose by 0.3% month-on-month, with the core PCE price index increasing by 0.2% and a year-on-year rise of 2.9%, still above the Federal Reserve's 2% inflation target [8] - Consumer spending in the US has shown growth for three consecutive months, despite the persistent challenge of inflation [8]