本报记者 马宇薇 11月份以来，我国资本市场的科技属性持续凸显，科技企业上市及筹备IPO动作频频。中国民营科技实业家协会新质生产 力工委秘书长高泽龙对《证券日报》记者表示，科技企业踊跃上市不仅能引导更多资金流向科技领域，提升资本市场的活力与 质量，还有助于产业结构的持续升级。 科技企业上市梯队成型 A股市场上，"国产GPU第一股"摩尔线程智能科技（北京）股份有限公司于11月24日开启申购，发行价为每股114.28元；11 月21日，易思维（杭州）科技股份有限公司科创板IPO成功过会。此外，宁波健信超导科技股份有限公司、沐曦集成电路（上 海）股份有限公司的IPO注册也相继获批，一批聚焦硬核科技的企业正加速登陆资本市场。 东方财富Choice数据显示，截至11月25日，年内共有96家公司登陆A股市场。其中，主要面向科技创新企业的科创板、创 业板和北交所共发行新股64只，募资总额超过562亿元。 从产业分布来看，这些新上市的科技企业精准聚焦新一代信息技术、新材料、生物、高端装备制造等战略性新兴产业，影 石创新科技股份有限公司、思看科技（杭州）股份有限公司等行业领军企业亦在其列。 港股市场同样正成为科技企业融资的重要 ...

"今年中国股市是全球表现最好的市场，到年末难免有一些获利回吐的压力，我们投的是中国公司在全球地位不断上升的趋势。"莲华资产管理公司管理合伙 人兼首席投资官洪灝称。 通缩预期有望修复 近三年，中国的上游行业基本处于通缩状态，今年通缩压力开始向下游传导，具体体现在需求不振、内卷等方面。 "今年我觉得最有意义的事情，就是反内卷的具象化。反内卷讲了一年多，但是一直没有具体落地，导致产能继续过剩和无序价格竞争升级，下游也出现通 缩现象。"洪灝说。 "我们看到的上游反通缩工作，在未来几个月会逐渐传导到下游。"洪灝的逻辑在于，最近10年猪肉行业利润率和工业金属价格基本上同涨同跌，7月份，工 业金属价格和猪肉利润率开始有所提升。虽然最后价格没有很大的变化，但是猪农的利润率发生比较明显的变化。 就上游的通胀情况来看，洪灝说，如果现在看到铁矿石的价格开始回暖，在未来3～6个月也会看到上游的PPI（工业品出厂价格指数）通缩压力减少。同 时，消费意愿也滞后3～6个月，也就是说如果现在看到上游的通缩预期在逐步消退，未来3～6个月应该会看到上游的价格以及消费预期都会开始有所回暖。 "现在大家可能没有感受到，毕竟上游传导需要一段时间，但是 ...

天眼查App显示，近日，佛山市蓝杨科技有限公司成立，法定代表人为胡发翠，注册资本100万人民 币，经营范围为一般项目：信息系统集成服务；电子专用材料销售；灯具销售；照明器具销售；电气设 备销售；塑料制品销售；磁性材料销售；智能机器人销售；工业机器人销售；服务消费机器人销售；工 业机器人安装、维修；人工智能硬件销售；建筑材料销售；配电开关控制设备销售；通用设备修理；工 程管理服务；半导体照明器件销售；合同能源管理；五金产品零售；电线、电缆经营；显示器件销售； 光伏设备及元器件销售；工程技术服务（规划管理、勘察、设计、监理除外）；对外承包工程；劳务服 务（不含劳务派遣）；广告制作；办公设备销售；智能基础制造装备销售；工业自动控制系统装置销 售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

在演讲的最后，黄立总结了创新的五大要素：核心技术、体系化创新、平台化创新、创新欲望和永葆青 春的动力。他深情地表示，一切成果的取得都源自于华中科技大学的基因，并提出了"华科企业家精 神"的概念，鼓励更多华科学子投身科技创新，为国家和社会贡献力量。 财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：安东 黄立在演讲中表示，尽管红外热成像技术难度大、敏感度高，但高德红外已成功研发出在完全黑暗的环 境中也能清晰成像的技术，为军民两用领域带来了新突破。黄立还阐述了芯片技术在红外热成像中的核 心地位，并透露高德红外已在芯片技术上实现重要突破，即便面临美国最高级别的制裁，高德红外依然 能够坚持自主可控，为各行各业贡献积极力量。 除了红外热成像，黄立还透露，高德红外正在不断拓展其科技版图。目前公司已建立起一个覆盖现代高 科技多个领域的7000多人研发队伍，拥有40多个研究室，涉及光机电、激光通讯、雷达指控、人工智 能、航空航天等多个前沿领域。 同时，黄立强调了现代科技竞争中的综合作战平台的重要性。他以脑机接口技术为例，介绍了高德红外 在该领域的探索，其通道数达到马斯克Neuralink公司的20倍，为瘫痪病人带来了新的 ...

Core Insights - Shenzhen has released a list of high-demand positions in nine key industries, signaling a strong talent demand in sectors such as ultra-high-definition video, intelligent sensors, robotics, high-performance materials, and healthcare [1][2] - This is the third batch of high-demand positions released since the initial list in July 2024, with a total of 19 key industries now identified [1] Group 1: Characteristics of the Talent Demand List - The list uniquely combines "high-end" and "scarcity" in talent needs, focusing on market and industry demands, which sets Shenzhen apart from other regions that primarily emphasize scarcity [2] - It integrates both quantitative and qualitative assessments through data analysis and algorithmic modeling to compile the high-demand positions [2] - The evaluation method includes "job profiling," which uses salary and experience as key indicators, ensuring that market compensation is a rigid standard while allowing for dynamic adjustments based on market needs [2] Group 2: Incentives for Talent Acquisition - Human resource service agencies can receive a one-time reward of up to 100,000 yuan for each high-end talent they introduce from the list, with a maximum annual reward of 300,000 yuan per agency [3] - The fourth batch of high-demand positions is currently being researched, targeting industries such as digital creativity and high-end equipment, with plans to release it in the fourth quarter [3]

Core Insights - The report highlights the significant role of leading enterprises in Shenzhen's industrial development, emphasizing their scale effects and brand influence in driving resource aggregation and the growth of upstream and downstream industries [1][5] - Shenzhen is recognized as a benchmark for economic development in China, showcasing rapid growth and innovation in high-tech, financial services, and cultural creative industries [1][5] - The "2025 Shenzhen Top 500 Enterprises Development Report" was compiled to analyze the trends and performance of these enterprises amid global industrial restructuring and national strategic implementation [1][7] Group 1: Overall Performance of Shenzhen's Top 500 Enterprises - In 2025, the total revenue of Shenzhen's top 500 enterprises is projected to reach 111.14 billion yuan, reflecting a year-on-year growth of 0.44% [7] - The revenue threshold for entering the top 500 list has increased to 7.52 million yuan, a rise of 13.23% compared to the previous year [7][8] - Despite a significant decline in 2024, the 2025 report indicates a recovery in operational performance for these enterprises [7] Group 2: Concentration of Resources in Leading Enterprises - Revenue for leading enterprises increased from 61.206 billion yuan to 67.481 billion yuan, with a year-on-year growth rate of 10.25% [10] - The total assets of Shenzhen's top 500 enterprises rose to 616.086 billion yuan, marking a 27.09% increase [11] - The top three enterprises with over 100 billion yuan in profit significantly outperformed the combined profits of the remaining 497 enterprises, indicating extreme profit polarization [14] Group 3: Performance of Private Enterprises - Private enterprises constitute 70% of the top 500 list, contributing over 45% of total revenue, particularly strong in manufacturing [15][18] - The revenue of private enterprises reached 52.448 billion yuan in 2024, with a year-on-year growth of 10.38%, surpassing the average growth rate of the top 500 [18] Group 4: Manufacturing Sector's Prominence - The manufacturing sector leads with 207 enterprises, accounting for 41.40% of the total number and generating 38.999 billion yuan in revenue, which is 35.09% of the total [21] - The sector saw the highest number of new entrants and improvements in rankings, indicating its core position in Shenzhen's industrial structure [21] Group 5: Sector-Specific Asset Growth - The smart connected vehicle sector showed outstanding performance with an asset scale of 864.984 billion yuan and a growth rate of 14.22% [23] - High-end medical devices and robotics also demonstrated strong growth, with asset increases of 17.57% and 16.79%, respectively [23] - Some sectors, such as high-end equipment and instruments, faced asset declines, indicating varying levels of expansion across industries [23][24] Group 6: Strategic Insights and Future Directions - The report serves as a comprehensive review of Shenzhen's enterprise development and aims to guide government strategies, optimize industrial policies, and support enterprises in navigating market opportunities [25]

Core Insights - The 138th Canton Fair focuses on "advanced manufacturing," showcasing innovations in new, intelligent, and green technologies, with a record number of high-quality enterprises participating [1] Group 1: Exhibits and Innovations - A total of 850,000 exhibits were presented, with new products, intelligent products, green low-carbon products, and products with independent intellectual property rights accounting for 16%, 15%, 25%, and 31% respectively [2] - Over 70% of the new products utilized new technologies, and the number of entries for the Canton Fair Design Innovation Award reached a record high, with intelligent products increasing by 30% [2] Group 2: Exhibitors and Quality - Among the 12,000 participating enterprises, over 5,600 were recognized as high-tech, specialized, or champions in their fields, while more than 4,000 were emerging companies in sectors like new energy vehicles and intelligent manufacturing [3] - 66% of the exhibitors adopted new technologies and models such as industrial internet, artificial intelligence, and green production [3] Group 3: International Participation - The fair attracted over 157,000 foreign buyers from 222 countries and regions, marking a 6.3% increase compared to the previous session, setting a historical record [4] - Notable growth was observed in buyers from the EU, the US, and Belt and Road Initiative countries, with 118 foreign business organizations attending, an increase of 8% [4] Group 4: Services and Experience - Various trade promotion activities were held, including domestic sales matching events and themed forums, enhancing market access for enterprises [5] - The fair introduced smart navigation services, with 214,000 users benefiting from the upgraded services, and the Canton Fair app added 24 new features, achieving 343,000 downloads [5] Group 5: Upcoming Events - The second phase of the Canton Fair will take place from October 23-27, focusing on "quality home goods," with an exhibition area of 515,000 square meters and approximately 25,000 booths [5]

Core Viewpoint - The Guangdong Provincial Government has issued the "Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)" to promote the digital transformation and intelligent leap of the manufacturing industry through artificial intelligence [4][6][49]. Group 1: Strengthening Key Supply of Industrial AI - Focus on the innovation and development of industrial models, particularly in key industries such as electronic information, smart home appliances, automotive, and robotics [7][15]. - Support the development of vertical large models and specialized small models for quality inspection, process optimization, and equipment maintenance, with funding for eligible projects [7][16]. - Enhance the development and utilization of industrial data by constructing high-quality industry-specific datasets and knowledge repositories [7][17]. - Support the application of intelligent computing power in industrial enterprises, utilizing various data center resources to train and develop industrial models [7][19]. - Promote the creation of high-value industrial intelligent bodies capable of data processing and intelligent decision-making [7][21]. - Foster the development of industrial software and intelligent equipment, integrating AI with industrial internet platforms [7][25]. Group 2: Promoting Large-Scale Application of Industrial AI - Establish a diagnostic and transformation system for manufacturing enterprises, providing guidance on AI application scenarios [8][25]. - Implement benchmark construction actions for "AI + Manufacturing," focusing on various sub-industries to support the penetration of AI applications [8][27]. - Encourage the construction of intelligent supply chains and promote the digital transformation of related enterprises [8][28]. - Accelerate the digital transformation of small and medium-sized enterprises in designated pilot cities, providing funding support for eligible projects [8][29]. - Develop high-standard digital parks to facilitate the intelligent transformation of enterprises within these parks [8][32]. Group 3: Building an AI Support System - Support the establishment of national-level AI application pilot bases and digital transformation promotion centers in cities like Shenzhen and Dongguan [10][36]. - Create innovation platforms for AI in manufacturing, focusing on model algorithm technology and application testing [10][38]. - Promote the landing and application of AI core technologies and products through various initiatives [10][52]. Group 4: Optimizing AI Element Support - Leverage provincial and municipal funds to support the high-quality development of AI in manufacturing, including financial services for AI product development [10][42]. - Cultivate a skilled workforce in AI, focusing on high-level and practical talents through training programs and competitions [10][44]. - Establish an industrial information security service platform to enhance security measures in AI applications [10][46].

Core Insights - Shenzhen Fuma Guoxing Technology Co., Ltd. has been established with a registered capital of 5.18 million RMB, indicating a focus on various sectors including non-ferrous metal alloys and advanced materials [1] Company Overview - The company is engaged in the manufacturing and sales of non-ferrous metal alloys and high-performance non-ferrous metal materials [1] - It also offers a wide range of products including hardware, new ceramic materials, and specialized equipment [1] - The company is involved in both domestic and international trade, including import and export activities [1] Business Scope - The operational scope includes the manufacturing and sales of various instruments and equipment, such as smart instruments, industrial robots, and security systems [1] - The company provides technology services, consulting, and development, indicating a strong emphasis on innovation and technical expertise [1] - It holds a license for national defense metrology services, highlighting its involvement in specialized sectors [1]

Core Viewpoint - The Guangdong Provincial Government has released the "Guangdong Province Action Plan for High-Quality Development of Manufacturing Empowered by Artificial Intelligence (2025-2027)" to promote the integration of AI into manufacturing and facilitate the digital transformation and intelligent upgrade of the manufacturing industry [1][9]. Summary by Relevant Sections 1. Background - The plan is in response to the central government's emphasis on the deep integration of AI and manufacturing, aiming to seize opportunities in the AI sector and promote application demonstrations in industrial manufacturing [9][10]. 2. Main Content - The action plan outlines 16 policy measures focusing on enhancing key supply, promoting application, building support systems, and optimizing resource guarantees to accelerate the digital transformation of the manufacturing sector [11]. 3. Key Measures - **Strengthening Key Supply**: - Support the development of industrial models and data utilization, focusing on industries like electronics and robotics, and provide funding for eligible projects [17][18]. - Promote the construction of a national industrial internet big data center in Guangdong and establish a data resource exchange system [3][17]. - **Promoting Large-Scale Application**: - Establish a "diagnosis-transformation-promotion" system for intelligent manufacturing and create benchmark projects in various sectors [19][20]. - Support the construction of intelligent supply chains and encourage the digital transformation of small and medium-sized enterprises [19][21]. - **Building Support Systems**: - Develop national-level AI application pilot bases and innovation centers in cities like Shenzhen and Dongguan [20][21]. - Create a comprehensive mechanism for the cultivation and matching of AI products and services in manufacturing [20][21]. - **Optimizing Resource Guarantees**: - Enhance financial support through provincial and municipal funds, and encourage financial institutions to provide financing services for AI product development [21][22]. - Focus on cultivating a skilled workforce in AI and manufacturing, and establish a robust information security framework [21][22].