Core Insights - The 27th High-Tech Fair concluded successfully, focusing on "Technology Empowering Industries, Co-creating the Future" [1] - The "Guangdong Military Innovation and Technology" exhibition area attracted significant attention, showcasing nine military innovation enterprises with strong technological capabilities [1][3] Group 1: Company Highlights - Yuzhi Power presented an "Integrated Joint Power Module" and a series of embodied robot solutions, drawing high interest from attendees [3] - Biaolang Environmental showcased its Kason Environmental series of interior wall coatings and received numerous inquiries from construction industry clients, leading to initial agency agreements [3][5] - Daqi Disinfection introduced a dynamic disinfection IoT air purification device, effectively eliminating bacteria and viruses in spaces [5] - Fuan Zhi's fire self-rescue cabin attracted many participants with its innovative design and performance, establishing initial cooperation intentions with several construction and emergency equipment companies [5] - Suiguang Technology's AI-3D training system integrates AI and 3D interaction technology for immersive training across various sectors [5][6] - Huakai presented its "Huakai Smart Factory Overall Solution," enhancing digital upgrades and efficiency for enterprises [5] - Yijian Space exhibited an integrated remote sensing monitoring system applicable in various fields, aiding in safety risk prevention [5] Group 2: Event Outcomes - The exhibition saw over 10,000 professional consultations, resulting in 95 supply-demand matches and cooperation discussions [8] - Several enterprises received attention from investment institutions, with plans for further in-depth discussions [8] - The operational office of the base acted as a "super liaison," facilitating connections and resource integration for participating companies [8] - The base aims to continue its role as a platform and bridge, supporting veteran entrepreneurs in navigating the technology wave and contributing to economic development [8]

消息方面，国内多数半导体设备公司25Q3业绩增长向好，如北方华创25Q3收入恢复健康增长，中 微公司、拓荆科技等25Q3利润环比增长明显。展望2026年，国内前道先进逻辑和存储产线扩产有望同 比加速，后道测试机、分选机等将持续受益于下游先进封装扩产趋势并逐步拓展至算力领域，整体半导 体设备厂商签单和业绩增长趋势向好。 招商证券表示，国内自主可控进程加速，同时将持续受益于2026年国内先进逻辑和存储产线扩产趋 势，建议关注国产自主算力大芯片厂商以及受益于边际复苏及AI服务器需求提升的标的。 11月20日上午，A股三大指数集体上涨，上证指数盘中上涨0.29%，有色金属、建筑材料、环保等 板块涨幅靠前，美容护理、商贸零售跌幅居前。芯片板块高开低走，截至10点14分，芯片ETF （159995.SZ）下跌0.36%，其成分股中微公司下跌3.17%，北方华创下跌2.75%，拓荆科技下跌2.16%。 部分个股活跃，闻泰科技上涨2.67%，盛美上海上涨1.09%。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长 ...

国泰中证半导体材料设备主题ETF（159516）成立日期2023年7月19日，最新规模82.99亿。今年以来收 益44.76%，同类排名628/4208；近一年收益27.2%，同类排名1458/3971；成立以来收益45.15%。 国泰中证半导体材料设备主题ETF（159516）基金经理为艾小军。 截至发稿，艾小军累计任职时间11年315天，现任基金资产总规模1690.29亿元，任职期间最佳基金回报 259.2%， 任职期间最差基金回报-46.54%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月20日，神工股份跌5.05%，截至发稿，报67.00元/股，成交3.99亿元，换手率3.42%，总市值114.10 亿元。 资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.8 ...

据悉，此次供应波动的核心原因是GDDR显存模块价格大幅上涨，导致显卡物料成本急剧攀升。当前全球DRAM产能正大规模向数据中心建设倾斜，使得消 费级内存供应持续紧张，存储芯片价格在数周内出现"惊人上涨"，供应链难以快速调整应对。 业内分析指出，英伟达的"60系列"（如RTX 4060/3060）及"50系列"（如RTX 4050/3050）等主打性价比的显卡型号，因利润空间相对微薄，最有可能成为生 产调整的对象。厂商为保障投资回报率更高的业务板块，或将收缩消费级主流显卡的生产规模。 【环球网科技综合报道】11月20日消息，据科技媒体Wccftech报道，受全球DRAM内存供应短缺影响，GPU制造商英伟达与AMD正考虑暂停入门级及中端 游戏显卡的生产计划，相关市场或面临供应调整与价格波动。 内存短缺已对电子行业产生连锁反应，不仅推高硬件组件成本，还导致内存模组价格大幅跳涨。华硕等厂商表示，若DRAM短缺状况持续，消费类电子设备 售价可能被迫上调，未来数周内主流型号显卡价格也存在"飙升"风险，将直接影响广大游戏玩家群体的消费选择。（纯钧） ...

企查查APP显示，近日，东莞市强鹏芯半导体科技有限公司成立，注册资本5000万元，经营范围包含： 半导体器件专用设备制造；半导体器件专用设备销售；电子专用设备制造；电子专用设备销售等。企查 查股权穿透显示，该公司由强瑞技术间接全资持股。 ...

Core Viewpoint - Hefei Fitoness Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various technology and semiconductor-related services and products [1] Company Summary - The legal representative of Hefei Fitoness Technology Co., Ltd. is Lu Shuanglan [1] - The company has a registered capital of 1 million RMB [1] - The business scope includes technology services, development, consulting, and transfer, as well as integrated circuit design, manufacturing, and sales [1] - The company also engages in the manufacturing and sales of semiconductor discrete devices, optoelectronic devices, and power electronic components [1] - Additional activities include the sale of electronic components, photovoltaic equipment, and various types of instruments and equipment [1] Industry Summary - The establishment of Hefei Fitoness Technology Co., Ltd. reflects ongoing growth in the technology and semiconductor sectors in China [1] - The company's diverse range of services and products indicates a broad engagement in the electronics and technology market [1] - The focus on artificial intelligence application software and hardware sales suggests a strategic alignment with current industry trends towards AI integration [1]

Core Viewpoint - Asian markets experienced an upward trend early Thursday, primarily driven by gains in chip and technology shares [1] Group 1: Market Performance - Asian markets were trading higher, indicating positive investor sentiment [1] - The increase was led by chip and technology shares, suggesting a strong performance in these sectors [1]

Core Insights - Nvidia's Q3 earnings exceeded expectations, with revenue reaching $57.006 billion, a 62% year-over-year increase, and a net profit of $31.910 billion, reflecting a 65% growth [5] - The data center business was a significant growth driver, generating $51.2 billion in revenue, a 66% year-over-year increase, contributing nearly 90% of total revenue [5] - Baidu reported over 50% growth in AI business revenue for Q3, marking a significant step in the commercialization of its AI technology [6] ETF Performance - The Chip ETF Tianhong (159310) saw a strong performance, with a 1.56% increase in the index it tracks, and a notable inflow of 12.0698 million yuan over the last five trading days [1] - The Electronic ETF (159997) reached a new high of 838 million shares, with a net inflow of 1.5669 million yuan recently [2] Product Highlights - The Chip ETF Tianhong (159310) tracks the performance of the semiconductor industry, focusing on core assets in China's "chip" era [3] - The Electronic ETF (159997) covers the semiconductor and consumer electronics sectors, including AI chips, automotive electronics, and 5G [4] Institutional Views - According to Founder Securities, the storage industry is expected to see sustained upward momentum, driven by AI demand and accelerated domestic production [8]

天眼查App显示，近日，大连鹰鸿科技有限公司成立，法定代表人为唐振超，注册资本100万人民币， 经营范围为一般项目：半导体分立器件制造；电力电子元器件制造；电子元器件制造；电子元器件与机 电组件设备制造；电子专用材料制造；半导体器件专用设备制造；半导体照明器件制造；电子专用设备 制造；电子真空器件制造；其他电子器件制造；光电子器件制造；变压器、整流器和电感器制造；专业 设计服务；工业设计服务；集成电路设计；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；电子产品销售；电子元器件零售；电力电子元器件销售；半导体分立器件销售；电子专用设备 销售；电子专用材料销售；货物进出口；技术进出口。（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）。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 苏州纳芯微电子股份有限公司（以下简称"公司"）正在进行申请境外发行股份（H股）并在香港联合交 易所有限公司（以下简称"香港联交所"）主板上市（以下简称"本次发行H股及上市"或"本次发行"）的 相关工作。 2025年4月25日，公司向香港联合交易所递交了本次发行上市的申请，并于同日在香港联合交易所网站 刊登了本次发行并上市的申请资料。按照本次发行上市的时间安排并根据香港联交所的相关规定，公司 于2025年10月27日向香港联交所重新递交了本次发行的申请，并于同日在香港联交所网站刊登了本次发 行的申请资料。具体内容详见公司分别于2025年4月28日、2025年10月29日在上海证券交易所官方网站 （www.sse.com.cn）披露的《关于向香港联合交易所有限公司递交H股发行及上市的申请并刊发申请资 料的公告》（公告编号：2025-023）、《关于重新向香港联合交易所有限公司递交H股发行及上市的申 请并刊发申请资料的公告》（公告编号：2025-040）。 2025年10月21日，公司 ...