| 新股名称 道生天合 | | 申购日期 2025-09-29 | | --- | --- | --- | | 申购代码 780026 | | 上市地点 上海证券交易所 | | 发行价格 5.98 | | 所属板块 合成树脂 | | 市盈率(倍) | 29.05 | | | 行业市盈率(倍) | 27.9 | | | 总发行数量 | 13188万股 | | | 网上发行数量 | 2769万股 | | | 网上申购上限 | 2.75万股 | | | 顶格申购需市值 上海市值27.5万 | | | 银河磁体（300127）(300127.SZ)公告称，公司拟通过发行股份及支付现金的方式购买京都龙泰100%股权。交易完成后，公司将持有京都龙泰100%的股 权。本次发行股份作为支付对价购买资产的股份发行价格确定为23.15元/股。交易双方均致力于磁性材料的研发、生产和销售。标的公司生产的永磁铁氧 体材料主要应用于直流电机，主要应用领域为汽车行业。本次交易完成后，公司将进一步扩充磁性材料的产品品种，汽车领域的产品市场份额将进一步扩 大。经公司申请，证券将于2025年9月29日（星期一）开市时起复牌。 3连板养元饮品：泉 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普：如果政府不得不关门，那就关门 美国8月核心PCE物价指数符合预期 里士满联储主席巴尔金：即将公布的数据将决定美联储是否应进一步降息 哈马斯：尚未收到新的停火提案，巴以谈判陷入僵局 伊朗拒绝"去铀"，联合国确认涉伊朗制裁决议已重新生效 担忧美国入侵，委内瑞拉准备应急演习 国家统计局：8月规模以上工业企业利润同比由上月下降1.5%转为增长20.4% 央行第三季度例会：下阶段建议加强货币政策调控，提高前瞻性、针对性、有效性 "国产GPU第一股"摩尔线程科创板IPO成功过会 特朗普批准TikTok交易，美国和字节跳动各掌握一公司 市场盘点 上周五，因美国通胀数据符合预期，加强了市场对美联储今年晚些时候可能继续降息的押注。美元指数震荡下行，盘中一度逼近98关口，最终收跌0.28%， 报98.17，周线录得两连涨。基准的10年期美债收益率收报4.176%，对美联储政策利率敏感的2年期美债收益率收报3.647%。 现货黄金在美盘前大幅拉升，盘中一度冲上3780美元关口 ...

Group 1: AI Equipment - Nvidia announced an investment plan of up to $100 billion in OpenAI, which will utilize Nvidia systems to build and deploy at least 10GW of AI data centers for training and running next-generation models, equivalent to 4-5 million GPUs, double the shipment volume of the previous year [1] - Alibaba officially announced a collaboration with Nvidia on Physical AI, covering various aspects including data synthesis, model training, environmental simulation reinforcement learning, and model validation testing, accelerating the construction of AI infrastructure and related equipment investment opportunities [1] Group 2: Nuclear Fusion - China Fusion Company made its first public appearance, aiming to build a high-temperature superconducting fusion device, "China Circulation No. 4," in Shanghai, targeting commercial fusion energy by 2050 [2] - The new fusion experimental device will validate the high-temperature superconducting magnets developed in Shanghai, with the industry expected to see a new breakthrough driven by advancements in superconducting and AI technologies [2] Group 3: Wind Power Equipment - From January to August, the newly installed wind power capacity in China reached 57.84GW, an increase of 24.24GW year-on-year [2] - According to Wood Mackenzie, the global wind power capacity is expected to reach a record high of 170GW in 2025, with an average annual increase exceeding 170GW over the next five years, peaking at 200GW by 2034 [2]

Wind数据显示，神玉飞管理贝莱德中国新视野混合基金和贝莱德行业优选混合基金的任职回报分别为22.18%和-1.34%。 | 离任基金经理姓名 | 神玉飞 | | --- | --- | | 离任原因 | 个人原因 | | 离任日期 | 2025-09-18 | | 转任本公司其他工作岗位的说 | | | 明 | | | 是否已按规定在中国证券投资 | 是 | | 基金业协会办理变更手续 | | | 是否已按规定在中国证券投资 | | | 基金业协会办理注销手续 | | 公开资料显示，神玉飞是贝莱德基金的首席权益投资官，此前曾任银河基金宏观策略研究员、行业研究员、基金经理助理以及基金经理等职务，主要从事宏 观策略行业研究，股票投资策略研究以及银河基金研究部管理工作。 近期，贝莱德基金除了神玉飞清仓卸任基金以外，基金经理李倩和杨栋也纷纷清仓卸任基金。 6月26日，贝莱德港股通远景视野混合基金发布公告称，基金经理杨栋因个人原因离任，这位基金经理仅在管1只产品，任职回报为-13.22%。 8月16日，贝莱德基金发布公告称，基金经理李倩因个人原因离任贝莱德中债0-3年政金债指数基金、贝莱德欣悦丰利债券基金、贝莱德浦悦 ...

每经AI快讯，有投资者在投资者互动平台提问：公司目前的火箭项目的基地具体在哪里？请明确回复 公司目前从事火箭项目的团队规模是：0人，10人左右，20人左右，30人左右，50人左右，100人左右？ 泰胜风能（300129.SZ）9月28日在投资者互动平台表示，公司在积极推动商业航天业务，开展产线改 造、团队搭建、专家引进、市场调研等前期工作。 按照您的标准划分，目前团队规模约为10人。 （记者 胡玲） ...

Market Overview - The three major indices experienced slight increases during the week from September 22 to September 26, with the Shanghai Composite Index closing at 3828.11 points, a weekly increase of 0.21%, the Shenzhen Component Index at 13209.00 points, up 1.06%, and the ChiNext Index at 3151.53 points, up 1.96% [1] Trading Volume and Activity - The total trading volume in the Shanghai and Shenzhen markets was 6759.59 billion shares, a decrease of approximately 15.25% from the previous week. The total trading value was 114606.56 billion yuan, with an average daily trading amount of 22921.41 billion yuan, down about 7.98% from the previous week [2][3] Stock Performance - A total of 1649 stocks rose, while 3729 stocks fell, and 57 stocks remained flat during the week [3] - The top ten stocks with the largest gains included Jianfa Zhixin, Jinhua New Materials, Haocreat Technology, and others, with Jianfa Zhixin seeing a five-day increase of 325.53% [4][5] - Conversely, the ten stocks with the largest declines included Borui Pharmaceutical and Xiangjiang Holdings, with Borui Pharmaceutical experiencing a five-day decrease of 38.36% [6] Market Sentiment and Predictions - Recent market trends indicate a clear divergence between large-cap and small-cap stocks, with large-cap stocks frequently reaching new highs. For instance, Huagong Technology achieved 18 new highs in the last 30 trading days, with a total market value of 927.1 billion yuan [7] - The upcoming week is expected to be influenced by the National Day holiday, with only two trading days remaining. Market sentiment appears to be cooling, as indicated by trading volumes [7][8] Institutional Insights - Financial institutions have noted that ahead of the holiday, some funds may seek to reduce positions to avoid uncertainty, leading to a potential decrease in market risk appetite. The market is expected to remain volatile, with a focus on sectors such as chemical fibers, aerospace, automotive, and wind power equipment for investment opportunities [9][10] IPO Developments - A significant event occurred with the successful IPO application of Moer Thread Technology, known as the "domestic Nvidia," which passed the review by the Shanghai Stock Exchange. This reflects strong policy support for key sectors such as semiconductors and AI computing [11][12] Upcoming Events - Key upcoming events include the start of the National Day holiday transportation on September 29 and the release of the official manufacturing PMI by the National Bureau of Statistics on September 30, which could indicate economic recovery if it rises above the neutral level of 50 [13][14][15]

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down 0.18%, the Shenzhen Component down 0.79%, and the ChiNext down 1.17% as of midday [1] - The total trading volume in the two markets reached 1.37 trillion [1] Sector Performance - Gaming stocks experienced a decline of 2.79%, with Jibite hitting the daily limit down, followed by significant drops in AI corpus, IPv6, Tencent Cloud, Nvidia concepts, under-screen cameras, and optical communication modules, all with declines exceeding 2% [3] - Wind power concept stocks showed strength, initially surging by 6% and closing up 4.49%, with Jixin Technology achieving two consecutive limit-ups and Weili Transmission hitting the daily limit up [3] - The semiconductor industry chain showed signs of recovery, with Saiwei Microelectronics hitting the daily limit up and reaching a historical high, while Unisplendour also touched the limit up [3] - The automotive sector was active, with Shuguang Co. hitting the daily limit up and Sailisi also reaching the limit up [3] Corporate News - Xiangcai Co. plans to absorb and merge with Dazhihui through a stock swap [3] - Samsung significantly raised NAND product prices this week, with DRAM products increasing by as much as 30% [3] - Starting from October 1, the U.S. will implement a new round of high tariffs on various imported products and impose a 100% tariff on patented and branded drugs [3] - The Henan Provincial Party Committee and Provincial Government decided to strategically restructure Henan Energy Group and China Pingmei Shenma Group [3]

Market Overview - A-shares experienced slight fluctuations this week, with technology growth stocks performing well, as the ChiNext Index and STAR Market Index reached new highs, while the Shanghai Composite Index and Shanghai 50 Index showed sideways movement [1] - Weekly trading volume decreased to 11.57 trillion yuan, marking a six-week low due to holiday effects [1] Electronic Industry - The electronic sector attracted significant capital, with a net financing purchase exceeding 45.8 billion yuan for the week, marking the 14th consecutive week of net purchases over 10 billion yuan [2] - The electronic industry received a net inflow of over 412 billion yuan from major funds over the week, leading all sectors in net inflow [2] - Other sectors such as power equipment, telecommunications, and computers also saw substantial net purchases, while non-ferrous metals and non-bank financial sectors experienced net selling [2] Wind Power and Chemical Industries - The wind power sector showed strong performance, with the wind power equipment index rising for four consecutive days, reaching a two-and-a-half-year high [3] - The average bidding price for onshore wind turbines increased by 12.8% from 2024 to 2025, indicating a positive trend in the wind power market [3] - The chemical sector also saw collective strength, with new listings and significant price increases in various chemical products, including refrigerants and titanium dioxide [4][5] Future Outlook - Analysts expect certain chemical sub-industries to experience a phase of improvement due to ongoing policy effects, leading to healthier and more sustainable industry development [5] - The technology sector is anticipated to remain a core focus for the market, with structural opportunities expected to arise in the near future [7]

Group 1 - The central government emphasizes the importance of social stability and long-term peace in Xinjiang, aligning with the overall strategy of the Communist Party of China [1][4] - The Xinjiang Production and Construction Corps (XPCC) plays a crucial role in promoting social stability and development in the region, acting as a "stabilizer" and "melting pot" [2][5] - There is a focus on enhancing vocational education to align with local industries, aiming to cultivate high-quality skilled talent for Xinjiang's development [2][3] Group 2 - The central delegation is actively assessing various sectors, including cultural heritage protection, agricultural innovation, and community development, to ensure comprehensive growth in Xinjiang [3][4][6] - The importance of cultural integration and the promotion of the shared values of the Chinese nation is highlighted as a key strategy for fostering unity among different ethnic groups [5][6] - The delegation's visits to various enterprises and educational institutions indicate a commitment to leveraging local resources and enhancing economic development through innovation and collaboration [4][7]

据说，芝加哥最近不光风大，脑回路也挺飘，G7和欧盟在那儿开了个会，决定要对中国稀土动点"手术"：设下最低价格、加征关税、外加碳税。 这三板斧一口气抡下去，架势像是要"去中国化"，但动作看着更像是"自我了断"，你没看错，就在两个月前，他们还在焦急地敲中国的大门，求着多出口点 稀土。 如今突然翻脸，倒像是稀土没吃进肚里，先把自己喉咙划了一道，这事儿，真不是普通的"想不开"，而是战略焦虑下的连环误伤。 听起来像是"去风险"，但细看下来，更像是"去理智"，毕竟，中国目前占全球稀土供应量的80%以上，欧盟自己对外承认，他们95%的稀土都靠进口，且主 要来自中国。 在这个背景下，搞限价、搞加税，等于是在跳楼前先把安全网剪了，这种看似"自强"的政策，背后其实是西方长期在关键资源领域的被动和焦虑，一旦遇上 供应链风吹草动，就容易"头脑发热"。 西方的这套操作，问题不在于他们不该"寻求自主"，而在于他们根本"做不到"，先看资源，整个欧洲的稀土储量，占全球不足1%。 你要在地里"刨"出足够的稀土，光找矿就得几年，还不一定找得到，即使运气好，真找到了，开采和提炼又是一门高难度技术活。 欧盟目前既没有成熟的产业链，也缺乏高效的提纯能 ...