格隆汇11月19日丨威尔高(301251.SZ)在投资者互动平台表示，大型及超大型数据中心电源解决方案我 们一直是重点参与的厂商，包括获得终端客户AVL，及不限于更多的项目转移到泰国Well Tek供应的产 能准备，都在有序进行中。 ...

Counterpoint高级分析师Ivan Lam表示，新款iPhone的销量占苹果总销量的80%以上。随着平均售价的上 涨，预计苹果的营收将进一步增长。 市场分析人士认为，随着年底消费旺季来临，叠加产品供应的持续充足，iPhone 17系列在中国市场的 销量有望冲刺新高。 产业链数据显示，苹果为iPhone 17系列规划了充足产能，第三季度产量约为5400万部，第四季度预计 提升至7900万部，全年总产量预计达1.33亿部。 据了解，iPhone 17系列的生产组装采用了中国与印度双中心的布局，其中，中国占比84%；印度占比 14%。然而，中国供应链的完整与成熟仍难以替代。在苹果公布的2024年供应链名单中，187家核心企 业中有92家来自中国，占比超过 50%。 中国内地作为iPhone17系列、Mac、Apple Watch等产品的核心零部件供应地，中国供应商在果链的核 心环节占比逐步提升。 智通财经APP获悉，苹果公司(AAPL.US)的iPhone 17系列智能手机在华迎来良好开局。据Counterpoint周 二公布的数据显示，10月，iPhone占到中国智能手机销量的四分之一，销量同比增长37% ...

Group 1 - As of Q3 2025, the number of A-share listed companies in Shenzhen reached 424, with a total market capitalization exceeding 11 trillion yuan, ranking second nationwide [2][6] - In the first three quarters of 2025, Shenzhen's listed companies generated operating income of 5.20 trillion yuan and net profit of 457.8 billion yuan, representing year-on-year growth of 7.36% and 3.98% respectively, with revenue growth outpacing the national average [2][6] - Shenzhen's private equity and venture capital fund size approached 1.37 trillion yuan, investing in approximately 13,800 small and medium-sized enterprises and over 11,100 high-tech companies, continuously injecting capital into the real economy [2][4] Group 2 - The structure of Shenzhen's listed companies is characterized by a high proportion of high-tech enterprises, with about 80% of newly listed companies being from the Sci-Tech Innovation Board and the Growth Enterprise Market [3] - The private sector plays a dominant role, contributing over 90% of employment in the city, and Shenzhen has around 20 companies with a market value exceeding 100 billion yuan [3] - Shenzhen's capital market has shown significant achievements in supporting the real economy, with equity financing exceeding 400 billion yuan and bond financing (including ABS) surpassing 2.4 trillion yuan during the 14th Five-Year Plan period [4][5] Group 3 - The Shenzhen capital market has enhanced its role as a hub for high-level circulation of technology, capital, and industry, with 213 companies listed on the Growth Enterprise Market and Sci-Tech Innovation Board, the highest among major cities in China [4][5] - Since the introduction of the "Merger and Acquisition Six Guidelines," Shenzhen listed companies have executed 497 mergers and acquisitions, involving amounts exceeding 90 billion yuan [5] - The bond market in Shenzhen has seen steady growth, with companies raising over 2.4 trillion yuan through bonds since 2021, and the introduction of innovative mechanisms such as the "Tech Board" for bonds [5][6] Group 4 - The market ecosystem in Shenzhen has been strengthened with the simultaneous enhancement of innovation vitality and comprehensive competitiveness among market entities, including listed companies, securities firms, and private equity institutions [6][7] - In the first three quarters of 2025, 24 securities firms in Shenzhen achieved operating income exceeding 100 billion yuan and net profit exceeding 45 billion yuan, leading the nation [6] - Shenzhen's public fund management companies reached an asset management scale of 12.3 trillion yuan, with public fund management scale at 8.36 trillion yuan, ranking second nationwide [6] Group 5 - Looking ahead to the 15th Five-Year Plan, Shenzhen's capital market aims to focus on serving new productive forces and deepening reform and innovation, striving to build a globally influential industrial financial center [3][8] - Venture capital institutions are seen as catalysts for technological innovation, effectively addressing the financing challenges faced by technology enterprises during their growth phases [8] - Shenzhen plans to guide patient capital towards high-tech and high-quality sectors, promoting technological breakthroughs and industrial upgrades while enhancing the multi-level market system [9]

惠州中京电子科技股份有限公司 关于股份回购进展暨回购完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002579 证券简称：中京电子 公告编号：2025－065 至此，公司本次回购方案已实施完毕。本次公司回购股份资金来源为自有资金及回购贷款，回购价格均 未超过股份回购方案约定的回购价格上限，实际回购资金总额已超过回购方案中的回购资金总额下限， 且不超过回购资金总额上限。本次股份回购的实施符合公司回购方案及相关法律法规的要求。 二、回购股份实施情况与回购股份方案不存在差异的说明 公司本次实际回购的股份数量、方式、价格、使用资金总额及实施期限等相关内容均在公司董事会及股 东大会审议通过的回购股份方案约定的范围内。回购实际执行情况符合既定的回购方案，与原披露的回 购股份方案不存在差异。 三、回购股份方案的实施对公司的影响 本次回购公司股份不会对公司的财务、经营、研发、债务履行能力等方面产生重大影响，不会导致公司 控制权发生变化，不会改变公司的上市公司地位，回购实施完成后公司的股权分布仍符合上市 ...

东山精密公告称，公司于2025年11月18日向香港联交所递交发行境外上市外资股（H股）并在香港联交 所主板挂牌上市的申请，同日在香港联交所网站刊登申请材料。该材料为草拟版本，可能更新修订。发 行对象为符合条件的境外投资者及境内合格投资者，公司不在境内媒体刊登申请资料，提供香港联交所 网站查询链接。本次发行上市尚需多部门备案、批准或核准，存在不确定性。 ...

每经AI快讯，11月18日，港交所文件显示，苏州东山精密制造股份有限公司向港交所提交上市申请 书，联席保荐人为瑞银集团、国泰海通、广发证券、中信证券。 ...

证券研究报告 科技 越南有望成为东南亚下一个半导体中 心—SEMIEXPO Vietnam 2025 洞察 华泰研究 2025 年 11 月 18 日│中国内地 动态点评 科技 增持 (维持) | 黄乐平，PhD | 研究员 | | --- | --- | | SAC No. S0570521050001 | leping.huang@htsc.com | | SFC No. AUZ066 | +(852) 3658 6000 | | 陈旭东 | 研究员 | SAC No. S0570521070004 SFC No. BPH392 chenxudong@htsc.com +(86) 21 2897 2228 于可熠 研究员 SAC No. S0570525030001 yukeyi@htsc.com +(86) 21 2897 2228 行业走势图 (10) 6 22 38 54 Nov-24 Mar-25 Jul-25 Nov-25 (%) 科技 沪深300 资料来源：Wind，华泰研究 11/7-11/8，我们参加了 SEMI 在越南河内举办的 SEMIEXPO Vietnam 论坛。 越南政府总理范明 ...

Core Insights - Apple has been operating in China for over 30 years, emphasizing deep collaboration with local supply chain partners, particularly in Jiangsu province, which plays a crucial role in Apple's global supply chain [3][5][7] - Over 80% of Apple's core suppliers have manufacturing facilities in China, with half of them located in Jiangsu, showcasing the region's industrial maturity and innovation [3][5][7] - Apple has significantly reduced its global carbon footprint by over 60% in the past decade and aims for 100% carbon neutrality across its supply chain and product lifecycle by 2030 [7][8] Supply Chain and Manufacturing - Apple's core supplier, Luxshare Precision, has expanded its operations in Jiangsu since partnering with Apple in 2011, covering key metal components and electronic modules [6] - AAC Technologies, another key supplier, has been collaborating with Apple since 2008, expanding its product range to include components for the latest iPhone models [7] - More than 90% of Apple's production in China utilizes renewable energy, with suppliers like Luxshare achieving 100% clean energy usage for Apple products [8] Talent Development and Training - Apple is committed to investing in talent development, providing world-class training opportunities for supply chain employees, including skills in robotics and leadership [8][9] - The company has established a $50 million Supplier Employee Development Fund, with 300,000 supply chain employees participating in various training programs this year [8][9] - Apple aims to continue supporting the growth of skilled professionals within its supply chain, contributing to the industry's overall talent pool [9]

（文章来源：证券日报） 证券日报网讯兴森科技11月18日在互动平台回答投资者提问时表示，公司有配合客户进行国产化材料和 设备的验证工作，材料供应商主要由客户指定，后续将根据客户的计划以及供应商的技术能力确定导入 计划。 ...

记者同时以投资者身份致电传闻涉及的另一方兴森科技，接线工作人员表示，所有信息应以官方公告为 准，不会透露具体客户合作细节，公司会在必要时进行澄清。截至发稿，记者未在深交所信息披露平台 查询到，兴森科技有发布与英伟达订单相关的公告。查看原文：丢了英伟达的订单？胜宏科技回应：客 户订单暂无大变动刚刚 南方财经11月18日电，21财经《辟谣财知道》注意到，市场传出一篇彭博的文章称：英伟达 （NVDA.US）已与兴森科技（002436.SZ）达成合作，将此前由胜宏科技（300476.SZ）独家供应的 20%高阶高密度互连板(HDI)订单交由其承接。对此，21财经《辟谣财知道》以投资者身份致电胜宏科 技，接线工作人员表示，公司留意到相关谣言后，与彭博取得联系，其反馈称未发过相关新闻。公司在 彭博相关网站上亦未查询到有上述传闻信息，因此判定上述传闻不实。 对于市场最为关心的订单情况，上述接线工作人员表示，尽管出于商业保密原则无法披露具体客户信 息，但公司当前整体经营态势良好，订单情况保持乐观，核心客户订单未发生较大变动。 ...