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【研报行业】无光不AI!硅光产业投资全梳理:从Fab厂到光模块,这些公司卡位算力新基建
第一财经· 2026-01-05 11:27
前言 ②2026年或成中国商业火箭可回收发射元年,机构前瞻商业航天投资机遇:重视火箭核心"铲子 股"及3D打印新技术路线标的; ③上海低空经济布局再升级,eVTOL产业链风口已至; ④马斯克按下"量产快进键",脑机接口产业迎来关键拐点。 点击付费阅读,解锁市场最强音,把握投资机会! 券商研报信息复杂?机构调研数据过时?屡屡错失投资机会?那是你不会挖!想知道哪份研报有用?什 么时候该看?《研报金选》满足你!每日拆解热门产业链或核心公司,快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘,游资私募都在用! 【今日速览】 ①无光不AI!新一轮算力革命的关键推手,引爆10倍市场空间,产业链利润正向这个环节集中!硅 光产业投资全梳理:从Fab厂到光模块,这些公司卡位算力新基建; ...
上半年苏州市实现高新技术产业产值13192.1亿元
Su Zhou Ri Bao· 2025-08-05 00:34
Group 1 - The establishment of the China (Suzhou) Silicon Photonics Innovation and Industry Alliance aims to focus on key core technologies in the silicon photonics industry, fostering innovation ecosystems and collaborative development within the industry [1] - In the first half of the year, Suzhou's high-tech industry achieved an output value of 1,319.21 billion yuan, a year-on-year increase of 6.6%, accounting for 56.4% of the total industrial output value, which is an increase of 1.7 percentage points [1] - High-tech industry investment in Suzhou grew by 12.8% year-on-year, with high-tech service industry investment increasing by 39.4% [1] Group 2 - The CR450 train, known as the "world's fastest high-speed train," was showcased at the 12th World High-Speed Rail Conference, with a test speed of 450 km/h and an operational speed of 400 km/h, highlighting Suzhou's technological achievements [2] - The company Gree, which has a century-long history of innovation, reported an annual sales revenue of 500 million USD from its Suzhou factory, with over 90% of products developed by its local R&D center [2] Group 3 - By the end of June, 86% of industrial enterprises in Suzhou had established R&D institutions, an increase of 5.4 percentage points compared to the end of 2024 [3] - In the first half of the year, 875 new R&D institutions were established in industrial enterprises, including 227 in foreign and Hong Kong, Macao, and Taiwan enterprises [3] Group 4 - At the 2025 High School Technology Transfer and Transformation Conference, Suzhou announced ten major technological achievements, with one recognized as one of China's top ten technological advancements and 15 breaking international monopolies [4] - Several achievements have been recognized as "global firsts," demonstrating Suzhou's strong capabilities in technological innovation [4] Group 5 - From January to May, Suzhou granted 11,000 new invention patents, with a total of 169,000 effective invention patents by the end of May, reflecting a growth of 16.9% [5] - The city has implemented targeted talent recruitment strategies, establishing a "green channel" for major innovation teams and introducing 16 new major innovation teams and 168 leading talents in the first half of the year [5] Group 6 - Suzhou's innovation-driven enterprises have shown significant results, with two new companies listed on the Sci-Tech Innovation Board in the first half of the year, bringing the total to 57 [6] - Suzhou ranks first in Jiangsu province and fourth nationally for the number of unicorn companies, with 21 unicorns, indicating strong innovation capabilities [6] - The city continues to enhance its support for innovative enterprises through a comprehensive policy framework aimed at nurturing and developing technology-driven companies [6]