Core Insights - The trade of high-tech products has become a significant driving force for economic growth, especially for developing countries, contributing to industrial restructuring and transformation of economic development models [1] - China's high-tech industry has achieved a historic leap from being a "technology gap" to an "innovation plateau," with exports reaching a record high of 3.7 trillion yuan in the first seven months of 2025, a 7.2% increase year-on-year [1][2] Export Growth - China's high-tech product exports have seen exponential growth, from 342.43 billion yuan in 2001 to 6.28 trillion yuan in 2024, representing a 17.3-fold increase and an annual compound growth rate of 13.5% [2] - The resilience of high-tech product exports has been a stabilizing factor for China's high-quality foreign trade amidst complex international conditions [2] Trade Balance Shift - Prior to joining the WTO, China faced a trade deficit in high-tech products, peaking at 176.17 billion yuan in 2003. By 2007, the country reversed this trend, achieving a surplus of 178.96 billion yuan, which grew to 920.11 billion yuan by 2024 [3] Market Diversification - China's high-tech product export markets have expanded significantly, reaching 238 countries and regions by 2024. Exports to traditional markets like Europe and the US have grown but their share has decreased from 72.3% in 2001 to 53.5% in 2024 [4] - Exports to emerging markets, particularly those involved in the Belt and Road Initiative, have surged, with exports to these countries reaching 2.33 trillion yuan in 2024, accounting for 37.1% of total high-tech exports [5] Product Categories - Computer and communication technology products dominate China's high-tech exports, accounting for 54.4% of total exports in 2024, with a value of 3.42 trillion yuan, an 11.8-fold increase since 2001 [6][7] - Integrated circuits have emerged as a new export champion, with exports reaching 1.13 trillion yuan in 2024, marking a significant growth trajectory [7] Regional Performance - Guangdong leads in high-tech product exports, with 1.83 trillion yuan in 2024, a 10.1-fold increase since 2001, while Jiangsu follows closely with 1.21 trillion yuan [9] - The central and western regions of China have also shown remarkable growth, with exports rising from 5.19 billion yuan in 2001 to 1.7 trillion yuan in 2024, a 325.6-fold increase [10]

长江商报消息 ●长江商报记者 汪静 登录新浪财经APP 搜索【信披】查看更多考评等级 "A+H"股热潮仍在持续，晶晨股份（688099.SH）也要赴港上市了。 9月5日晚间，晶晨股份发布公告，拟发行H股股票并在香港联合交易所主板挂牌上市。 晶晨股份表示，此次赴港上市是为"进一步提高公司的资本实力和综合竞争力，深入推进公司的国际化 战略"。截至目前，公司正与相关中介机构就本次发行的相关工作进行商讨，其他具体细节尚未最终确 定。 长江商报记者注意到，晶晨股份业务已覆盖全球主要经济区域。2025年上半年，公司境外营业收入 29.61亿元，占总营收的88.9%，境外毛利率38.49%，较境内毛利率23.25%，高出15.24个百分点。 2025年上半年，晶晨股份实现营业收入33.3亿元，同比增长10.42%；实现净利润4.97亿元，同比增长 37.12%。其中，2025年第二季度，公司出货量接近5千万颗，创单季度历史新高。 拟赴港上市 9月5日晚间，晶晨股份发布公告称，公司拟发行境外上市外资股（H股）股票并申请在香港联合交易所 主板挂牌上市，以进一步提高公司资本实力和综合竞争力，深入推进国际化战略。 晶晨股份表示，公 ...

"十五五"前瞻初探 20250907 摘要 "十四五"规划收官在即，多项目标提前或基本达成，如常住人口城镇化 率、GDP 增长、研发投入等，但育儿托位数、单位 GDP 能耗等指标滞 后，需在未来发展中重点关注。 中国经济总量预计 2025 年达 140 万亿元，最终消费贡献显著提升，人 均国民总收入接近高收入国家门槛，但与发达国家平均水平仍有差距， 需持续努力。 民生福祉持续改善，人均可支配收入与 GDP 同步增长，中等收入群体扩 大，但在三产就业、教育、医疗等方面仍有提升空间，财政支出或将从 投资转向民生。 生态环境质量持续改善，新能源汽车保有量大幅增长，但产业结构偏重、 内生动力不足等问题依然存在，需加强资源利用效率和绿色化水平。 中国研发经费投入稳居全球第二，集成电路产量显著提升，高技术制造 业增加值快速增长，但在关键核心技术领域仍面临"卡脖子"问题。 全国统一大市场建设纵深推进，营商环境持续优化，国有企业改革进入 收官之年，未来重点在于优化结构、健全混合所有制、加强党的领导等。 中国资本市场长效机制不断完善，中长期资金入市力度加大，ETF 规模 创历史新高，险资入市积极性提高，为实体经济发展提供有力支 ...

每经AI快讯，南芯科技（SH 688484，收盘价：46元）9月7日晚间发布公告称，公司第二届第九次董事 会会议于2025年9月5日在公司会议室以现场结合通讯方式召开。会议审议了《关于提请召开公司2025年 第三次临时股东会的议案》等文件。 2024年1至12月份，南芯科技的营业收入构成为：集成电路行业占比99.84%，其他业务占比0.16%。 截至发稿，南芯科技市值为196亿元。 （记者 曾健辉） 每经头条（nbdtoutiao）——疯狂囤黄金！全球央行黄金储备反超美债，系29年来首次！美元"霸权"落 幕？巨头：美国国债或迎"最糟糕十年" ...

Group 1 - The National Market Supervision Administration has issued over 4,000 national standards since the "14th Five-Year Plan" to support advanced manufacturing industries such as integrated circuits, new materials, and new energy vehicles, playing a crucial role in modern industrial system construction and supply chain stability [1] - Advanced manufacturing standards are key to promoting high-quality development in the manufacturing sector, reducing industry costs, ensuring product quality, enhancing international trade, and improving enterprise competitiveness [1] - Nearly 20% of the total group standards focus on advanced manufacturing fields like new-generation information technology and high-end equipment manufacturing, providing significant support for industrial upgrading and technological innovation [1] Group 2 - The digital transformation and intelligent upgrade of manufacturing are centered around production lines, workshops, and factories, with new national standards established to guide smart factory construction and provide clear directions for enterprises [2] - Over 30,000 basic smart factories, 1,200 advanced smart factories, and 230 excellent smart factories have been built, resulting in an average product development cycle reduction of 28.4%, a production efficiency increase of 22.3%, a 50.2% decrease in defect rates, and a 20.4% reduction in carbon emissions [2] Group 3 - The standardization efforts in future industries have seen beneficial explorations, with the establishment of standardization technical organizations for synthetic biology and drones, promoting collaboration among various stakeholders [3] - Jiangsu Province plans to implement local standards and engage various talents in the development and promotion of future standards, aiming to establish a comprehensive future industry standard system by 2027 with over 100 new standards [3] Group 4 - During the "14th Five-Year Plan," China has taken on 26 secretariat positions in international standard organizations and proposed 880 international standard proposals in key areas like new energy vehicles and aerospace [4] - The conversion rate of advanced applicable international standards to Chinese standards exceeds 90%, enhancing the competitiveness of Chinese products in international markets [4] - China is leading the development of international standards in advanced manufacturing fields, such as smart manufacturing and nanomanufacturing, providing reliable compliance pathways for high-end equipment and components [4] Group 5 - The National Market Supervision Administration plans to guide more technological achievements into international standards and focus on key areas for manufacturing transformation, aiming to revise over 4,000 national standards in fields like artificial intelligence and new materials [5] - There will be an emphasis on monitoring the implementation of standards in key industries and ensuring that standards align with policies in finance, taxation, and industry [5]

Core Insights - The forum aims to implement the national innovation-driven development strategy, focusing on "future industries and state-owned capital empowering listed companies" [1] - It emphasizes the integration of cutting-edge technology with listed companies to enhance industrial upgrading, innovation development, and corporate governance [1] Group 1: Forum Highlights - The forum features four innovative modules, incorporating practical investment experiences to create a new paradigm of industrial collaboration [3] - High-level dialogues will address topics such as "Shanghai's future industry planning" and "AI empowering listed companies," involving government, academia, and corporate leaders [3] Group 2: Parallel Forums - Five parallel forums will focus on key areas including industry chain leaders, state-owned capital, financial technology, future technology, and regional development [4] - The goal is to enhance the core competitiveness and sustainable development capabilities of listed companies through resource integration and policy analysis [4] Group 3: Core Objectives - The forum sets three core objectives: accelerating technology commercialization, establishing regional economic engines, and creating an innovative ecosystem for future industries [5] - It aims to facilitate collaboration between listed companies and research institutions to speed up technology transfer [5] Group 4: Participant Benefits - Listed companies can gain insights into policy trends and access precise industry resources and capital support [6] - State-owned capital institutions can explore innovative investment models to enhance regional industrial capabilities [7] - Investors will have opportunities to identify quality targets in future industry sectors [7] Group 5: Event Overview - The third China Listed Companies Industry Development Forum is scheduled for September 21, 2025, in Shanghai, expecting participation from 300 listed companies and 200 state-owned institutions [9] - The forum aims to activate innovation potential through capital and reshape the future of industries [9]

Group 1 - The core viewpoint of the article emphasizes the collaboration between central enterprises and various businesses in Macau to promote economic diversification and development [1] - The State-owned Assets Supervision and Administration Commission (SASAC) plans to support central enterprises in participating in the construction of the Hengqin Guangdong-Macao Deep Cooperation Zone, focusing on sectors such as integrated circuits, biomedicine, and digital technology [1] - The Chief Executive of Macau expressed the intention to enhance strategic alignment and practical cooperation with central enterprises, leveraging Macau's unique advantages in trade, investment, technological innovation, cultural tourism, and health sectors [1] Group 2 - The SASAC aims to contribute to the long-term prosperity and stability of Macau through enhanced collaboration in technology and industry [1] - The discussions highlight the importance of deepening cooperation to expand new opportunities and achieve collaborative outcomes between the two parties [1]

Group 1 - Company announced the acquisition of 9.5% equity in Silex Microsystems Technology (Beijing) Co., Ltd. from the National Integrated Circuit Industry Investment Fund for a total price of 323.71 million yuan [2] - The acquisition was approved on June 30, 2025, and the payment was completed by the announcement date [2] - The acquisition is expected to enhance the company's control over its subsidiary, improve management efficiency, and expand market presence [3] Group 2 - The transaction aligns with the company's long-term strategic planning and is beneficial for management collaboration and business development [3] - The acquisition is anticipated to leverage synergies between Silex Beijing and the company's overall MEMS business [3]

Core Insights - The "14th Five-Year Plan" period is identified as a critical window for the construction of a new industrialization and modern industrial system in China, with profound changes expected in industrial structure, supply chains, and value chains [1] Group 1: Industrial Structure Adjustment - The industrial structure adjustment will exhibit a "three-track parallel" feature, with emerging and future industries transitioning from cultivation to explosive growth, becoming new engines of economic growth [3] - Traditional industries are accelerating their transformation towards high-end, intelligent, and green development through technological upgrades and model innovations [3] - The deep integration of manufacturing and service industries is giving rise to new service-oriented manufacturing models, promoting the synergy between the real economy and the digital economy [3] Group 2: Industrial Chain Upgrade - The upgrade of the industrial chain focuses on three main directions: enhancing the concentration of leading industries, optimizing the regional division of labor, and strengthening talent strategies [3] - By concentrating on strategic fields such as integrated circuits and biomedicine, China aims to consolidate its leading position in global manufacturing [3] - The transfer of industries from the eastern to the central and western regions is forming a gradient development pattern, supported by dual-driven policies for overseas talent introduction and local talent cultivation [3] Group 3: Supply Chain Restructuring - The restructuring of the supply chain is characterized by a "main and auxiliary chain collaboration" model, where the domestic main chain leverages a complete industrial system and a large domestic market to consolidate cost advantages in traditional industries [3] - The overseas auxiliary chain is being localized in regions such as Southeast Asia and the Middle East to adapt to tariff policies and green standards, enhancing the resilience of the supply chain [3] - This "dual circulation" supply chain adjustment significantly strengthens China's ability to respond to global demand fluctuations [3] Group 4: Asset Allocation Strategies - Asset allocation should focus on three main lines: investing in areas of industrial structure upgrade, particularly in the scaling of emerging industries, intelligent transformation of traditional industries, and integration projects [4] - Regional asset allocation should be centered around leading industries, capturing the synergy between eastern innovation resources and central and western manufacturing bases [4] - Supporting enterprises' global layout through cross-border finance and logistics services will assist main chain companies in building overseas supply chain networks [4]

（四）中共中央纪委、中共中央组织部《关于规范中管干部 辞去公职或者退（离）休后担任上市公司、基金管理公司独立董 事、独立监事的通知》的规定（如适用）； （一）《中华人民共和国公司法》等关于董事任职资格的规 定； （二）《中华人民共和国公务员法》关于公务员兼任职务的 规定（如适用）； （三）中国证监会《上市公司独立董事管理办法》、上海证 券交易所自律监管规则以及公司章程有关独立董事任职资格和 条件的相关规定； －1－ 独立董事提名人声明与承诺 提名人晶晨半导体（上海）股份有限公司董事会，现提名田 宏为晶晨半导体（上海）股份有限公司第三届董事会独立董事候 选人，并已充分了解被提名人职业、学历、职称、详细的工作经 历、全部兼职、有无重大失信等不良记录等情况。被提名人已书 面同意出任晶晨半导体（上海）股份有限公司第三届董事会独立 董事候选人（参见该独立董事候选人声明）。提名人认为，被提 名人具备独立董事任职资格，与晶晨半导体（上海）股份有限公 司之间不存在任何影响其独立性的关系，具体声明并承诺如下： 一、被提名人具备上市公司运作的基本知识，熟悉相关法律、 行政法规、规章及其他规范性文件，具有五年以上法律、经济、 会计 ...