这一亮眼成绩的背后，源于相城经开区招商体制的变革——今年6月6日，相城经开区创新设立的产 业招商、科技招商、服务业招商等三大公司正式揭牌，以"管委会+公司"模式推动招商工作市场化、专 业化转型，聚焦新材料、新能源、智能装备三大重点产业，精准开展招大引强、培优育强，为优质项目 落地按下"加速键"。 "从今年6月洽谈签约到9月开工建设，仅用3个月就跑完了全部流程，比原计划提前了不少！"提及 项目快速落地，恒吴汽车相关负责人难掩喜悦。原来，随着发展规模扩大，恒吴汽车急需新建厂房扩大 生产。产招公司得知这一需求后，第一时间主动对接。"我们围绕企业情况深入摸查行业及产业链上下 游动态，为企业梳理完善投资方案，并创新性地采用'数据得地'模式，量身定制增资扩产方案。"产招 公司招商专员李璐表示，最终企业凭借自身技术优势和市场实力通过评估，成功获得16.9亩工业用地， 为项目落地按下"快进键"。 在三大招商公司里，像李璐这样专业的招商专员共有40余名。他们大多从经发局（招商局）、科技 人才局、经开国控集团及北桥街道选调的年轻骨干中产生，同时自去年以来，通过两轮公开招考，一批 具备专业素养的成熟人才也加入队伍。平日里，他们活跃 ...

【今日新股】 今日1只新股上市，无新股申购。 【隔夜行情】 •周五（2025年9月19日），A股市场三大指数集体收跌，截至收盘，沪指报3820点，跌0.3%；深证成指 报13070点，跌0.04%；创业板指报3091点，跌0.16%。总体来看，个股跌多涨少，下跌个股超3400只。 沪深两市全天成交额2.32万亿元，较上个交易日缩量8100亿元。 •周五（2025年9月19日），港股三大指数走势不一，截止收盘，恒生指数平收，报26545.1点，全日成 交额为3768.12亿港元；恒生国企指数涨0.17%，报9472.35点；恒生科技指数涨0.37%，报6294.42点。全 周来看，恒指累涨0.59%，国指累涨1.15%，恒科指则累涨5.09%。 •周五（当地时间2025年9月19日），美股再创新高，三大股指本周均录得涨幅，截至收盘，道指涨 172.85点，涨幅为0.37%，报46315.27点；纳指涨160.75点，涨幅为0.72%，报22631.48点；标普500指数 涨32.40点，涨幅为0.49%，报6664.36点。 【国务院食安办等部门积极推进预制菜国家标准制定和餐饮环节使用明示】9月21日，针对近期 ...

Core Viewpoint - The company Tianyouwei (603202) announced a joint investment with Fujian Sanfeng Investment Group to establish Fujian Tianyouwei Electronic Technology Co., Ltd., with a total investment of 10 million yuan, aiming to enhance market presence and competitiveness in the automotive parts sector [1] Investment Details - The investment structure includes Tianyouwei contributing 7 million yuan for a 70% stake and Sanfeng Group contributing 3 million yuan for a 30% stake [1] - The new subsidiary will be located in Fuzhou, Fujian Province, focusing on manufacturing, research and development, wholesale, and retail of automotive parts and electronic components [1] Corporate Governance - Fujian Tianyouwei will have a board of directors consisting of three members, with the chairman serving as the legal representative, and a manager appointed by the board [1] - The proposed legal representative is Wang Wenbo [1] Strategic Significance - The establishment of the subsidiary aligns with the company's overall strategic development plan, aiming to leverage the strengths of both shareholders to expand customer base and meet supply demands from automotive manufacturers [1] - This move is expected to create new market opportunities, enhance product market share, and strengthen core competitiveness, which is deemed strategically significant for the company's future operations [1] Internal Approval Process - The investment decision was made within the general manager's approval authority and has followed internal decision-making procedures, thus not requiring board or shareholder meeting approvals [1] - The new subsidiary will be included in Tianyouwei's consolidated financial statements [1]

智通财经APP获悉，受美联储降息提振，美国股市上周收于历史新高。未来一周，美联储官员的讲话将 成为市场关注的焦点，新任美联储理事斯蒂芬·米兰和美联储主席杰罗姆·鲍威尔分别于周一和周二发表 讲话，其他FOMC票委也将密集发声。 将于周五公布的美国通胀数据也备受关注。市场预计美联储青睐的通胀指标8月核心PCE物价指数环比 增长率放缓至0.2%，而年增长率仍为2.9%，高于美联储的目标水平。 上周，参议院民主党和共和党分别阻止了对方提出的将政府资金延长至本月底的提议。这些提议原本旨 在为美国国会争取更多时间来制定一项支出法案。 投资者还将密切关注周五公布的密歇根大学消费者信心指数，以及抵押贷款利率。房地美称，抵押贷款 利率已接近一年来的最低水平。 重要财报方面，投资者将关注美光科技(MU.US)的人工智能需求以及最新营收指引，好市多(COST.US) 财报则是衡量消费者支出状况的重要指标之一。 Firefly Aerospace(FLY.US)、汽车地带(AZO.US)、信达思(CTAS.US)和埃森哲(ACN.US)等公司也将公布 财报。 美联储降息引发股市狂欢 投资者几乎确信美联储上周会降息。无论如何，他们都对 ...

Group 1 - The establishment of the German SME headquarters cluster in Wuhu focuses on automotive parts and high-end intelligent manufacturing, aiming to support German "hidden champion" enterprises [1] - The signing of a smart meter supply contract worth approximately $54 million between Linyang Energy and Australia's Lanjier highlights the trend of foreign companies moving from "entering China" to "rooting in China" [1] - The ongoing cases of foreign investment and Chinese companies expanding their brands reflect China's commitment to high-level opening-up [1] Group 2 - Experts and market participants believe that the implementation of previous measures to promote trade and investment liberalization will continue to deepen and solidify the dual opening-up process [1] - More incremental policies related to dual opening-up are expected to be introduced in the next phase, aiming for precise impact through a "combination punch" approach [1]

Group 1 - The establishment of the German SME headquarters cluster in Wuhu focuses on automotive parts and high-end intelligent manufacturing, reflecting China's commitment to high-level opening-up [1] - Foreign enterprises are transitioning from "entering China" to "rooting in China," while Chinese companies are moving from "product export" to "brand export," showcasing active bilateral trade and investment [1] - The number of newly established foreign-invested enterprises in China increased by 14.8% year-on-year from January to August, with a total of 42,435 new enterprises [2] Group 2 - Amphenol's new high-end connector project in Haining, Zhejiang, represents a significant investment of 300 million yuan, with an expected annual output value of 1 billion yuan upon reaching full production [2] - 92% of German companies are willing to continue deepening their investment in China, with over half planning to increase their investments in the next two years [3] - Nearly half of the member companies of the American Chamber of Commerce still consider China one of the top three global investment destinations [3] Group 3 - Lan Jian Intelligent is expanding its overseas market presence, with a focus on promoting Chinese smart warehousing technology [4] - The overseas revenue of more than 830 manufacturing companies listed on the Shanghai Stock Exchange reached 1.1 trillion yuan in the first half of the year, reflecting a 5% year-on-year growth [4][5] - Non-listed companies are also accelerating their overseas expansion, with Orange Group's overseas business expected to grow over 400% year-on-year in 2024 [5] Group 4 - More open policies are anticipated to be introduced in the fourth quarter to support both inbound and outbound investments [6] - The National Development and Reform Commission is studying a new version of the "Encouraging Foreign Investment Industry Catalog" to guide foreign investment towards advanced manufacturing and high-tech sectors [6] - The State Council is enhancing support for outbound enterprises by improving the overseas comprehensive service system and establishing service platforms [6][7] Group 5 - Recommendations for optimizing financial and tax support policies for outbound enterprises include expanding export credit insurance coverage and improving risk analysis related to exchange rate fluctuations [7] - Suggestions for policy support include simplifying customs processes and enhancing local market access guidance for emerging markets [7]

□本报记者 王鹤静 上周（9月15日至9月19日），国内半导体产业链、汽车零部件等板块均有不错表现，多只跟踪科创半导 体材料设备指数的ETF涨超7%，另有部分跟踪汽车零部件、智能电车指数的ETF也涨超5%。 值得注意的是，在上周美联储降息落地前后，港股主题ETF交投显著活跃，香港证券、港股创新药、恒 生科技等主题的龙头ETF上周成交额排在市场前列。同样受降息预期影响，证券主题ETF吸引了不少资 金埋伏布局。此外，在产业催化影响下，机器人、电池等主题ETF上周也有资金增配。 随着近期科技主线行情进入整固期，业内机构提示，四季度市场风格或将迎来再平衡的过程。一方面， 顺周期风格进入交易窗口期，前期滞涨的方向或迎来补涨；另一方面，科技风格内部或迎来"高切低"， 行情可能从上游算力硬件的"一枝独秀"，转向泛人工智能分支的"多点开花"格局。 半导体产业链走强 基于此前的降息预期，从ETF资金流向可以发现，部分资金提前埋伏在证券以及港股等品种。跟踪证券 公司指数的ETF上周合计净流入超100亿元，跟踪港股通互联网指数的ETF合计净流入额也在50亿元以 上。 上周（9月15日至9月19日），国内半导体产业链领涨市场，中微公 ...

公司公告汇总 长春一东关于获得政府补助的公告 证券代码：600148 证券简称：长春一东 公告编号：2025-038 2025年9月17日，公司控股子公司长春一东汽车零部件制造有限责任公司收到与收益相关的政府补助资 金2,850,000.00元，占公司最近一个会计年度经审计归属于上市公司股东净利润的122.78%。根据《企业 会计准则第16号——政府补助》相关规定，本次补助与收益相关，将计入当期损益。上述补助预计对公 司2025年度利润产生积极影响。以上数据未经审计，具体会计处理及对公司损益的影响最终以会计师年 度审计确认结果为准。敬请投资者注意投资风险。 截至2025年9月19日收盘，长春一东(600148)报收于19.94元，下跌0.94%，换手率1.45%，成交量2.05万 手，成交额4088.61万元。 当日关注点 交易信息汇总资金流向 9月19日主力资金净流出326.78万元，占总成交额7.99%；游资资金净流出232.07万元，占总成交额 5.68%；散户资金净流入558.85万元，占总成交额13.67%。 长春一东离合器股份有限公司董事会 2025年9月19日 以上内容为证券之星据公开信息整理， ...

Core Viewpoint - Four listed companies, Fudan Fuhua, Sike Rui, Juewei Food, and Chuangyi Information, announced financial fraud, leading to risk warnings and a collective trading suspension, affecting nearly 200,000 shareholders [1][3][4] Group 1: Company Announcements - The four companies will be placed under special treatment ("ST") due to financial fraud, with trading suspended for one day starting Monday [1][4] - The announcement has caused significant concern among shareholders, including long-term investors and new entrants [3] Group 2: Regulatory Environment - The regulatory authorities have taken a strong stance against financial fraud, with recent cases leading to trading suspensions for companies like ST Hongyang and ST Zhongli [4][5] - The China Securities Regulatory Commission (CSRC) is intensifying its focus on information disclosure, which has become a critical area of scrutiny [5][7] Group 3: Market Reactions - The market has shown cautious trading behavior, with a notable decrease in trading volume and mixed performance across sectors [9] - Despite the recent turmoil, there are positive signals from foreign investment, with Goldman Sachs recommending an overweight position in Chinese stocks [11] Group 4: Economic Context - The People's Bank of China and other financial regulators are expected to provide insights into the financial sector's development during an upcoming press conference [8] - The recent interest rate cut by the Federal Reserve may positively impact domestic equity assets, particularly growth-oriented stocks [12]

本周行业核心变化： 未经许可，不得转载或者引用。 投资要点 本周复盘总结：九月第二周交强险45.0万辆，环比上周/上月周度+24.9%/+4.9%。 本周细分板块涨跌幅排序:SＷ汽车零部件(+4.3%) > SW汽车(+3.0%) >SW乘用车(+1.9%) >SW商 用载客车（-0.5%）>SW商用载货车(-1.2%) 。本周已覆盖标的 均胜电子、恒帅股份、蔚来- SW、耐世特、双环传动 涨幅前五。 本周团队研究成果： 外发亚普股份深度报告。 1） 理想i6定档9/26正式上市； 2） 享界S9T正式上市，72小时大定1万辆。 3） 吉利银河M9正 式上市，大定突破2.3万辆； 4） 小马智行宣布正式进入新加坡市场，与新加坡最大交通运营服 务商康福德高（ComfortDelGro Corporation）合作在当地部署自动驾驶车辆和相关服务； 5） 旗下自动驾驶小巴Robobus正式获得比利时首个联邦级别的L4级自动驾驶测试牌照。 三类主线投资机会并存！ 本周市场对汽车核心关注？ 本周汽车A-H股汽车涨幅均属于行业前列，其中子板块零部件尤其是机器人品种涨幅最佳，以 均胜电子+新泉股份为代表。乘用车9月第二周 ...