上海市人民政府办公厅近日印发《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》。 行动方案提出，到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增 规上工业企业500家，规上制造业企业研发费用占营收比重显著提升。 上海市支持先进制造业转型升级三年行动方案（2026—2028年） 到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规上工业企业 500家，规上制造业企业研发费用占营收比重显著提升。 为加快构建以先进制造业为骨干的现代化产业体系，充分带动大中小企业协同融通发展，制定本行动方 案。 一、主要目标 二、实施结构调优升级行动 （一）优化提升传统优势产业。推动石化企业"去油增化"，布局新型功能材料；钢铁、有色金属企业做 强特种精品钢、做大轻合金；化妆品、食品等轻工企业以生态设计引领新消费，多出国货潮品。符合首 台（套）重大技术装备、首批次新材料条件的，按照最高不超过产品销售合同金额的30%给予支持，最 高不超过2000万元。（责任单位：市经济信息化委、各区政府） （二）加快先导产业战略引领。支持集成电路企业瞄准装备 ...

人民财讯1月9日电，上海市人民政府办公厅印发《上海市支持先进制造业转型升级三年行动方案（2026 —2028年）》，其中提出，加快先导产业战略引领。支持集成电路企业瞄准装备、先进工艺、光刻胶材 料、3D封装，实现全产业链突破，培育一批具有国际竞争力的龙头企业。聚焦创新药物及高端制剂、 高端医疗器械、合成生物技术、细胞与基因治疗等领域，支持企业发展壮大。深化全栈创新，推动高性 能智算芯片加快发展。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司在未来发展战略中提到向光刻胶材料领域拓展。 请问目前进度如何？ （记者 张喜威） 诚志股份（000990.SZ）1月7日在投资者互动平台表示，目前仍处于实验研发阶段，公司将持续跟进客 户验证进展。 ...

近期，北交所上市公司密集获机构调研。从上市公司披露的投资者关系活动记录表看，机构普遍对上市 公司业绩表现、收购资产以及在热门赛道的布局较为关注。 ● 本报记者 董添 聚焦海外业务发展 不少上市公司披露的投资者关系活动记录表显示，机构对相关上市公司海外业务较为关注。 同力股份在最新披露的投资者关系活动记录表中表示，公司海外市场整体平稳运行，今年取得了一些成 绩，但与目标及国内推进速度存在差距。明后年公司将加大海外市场拓展力度，未来海外是主要增长 点，其在整体业务结构中的占比将不断提升。公司作为海外市场新进入者，面临销售渠道、服务渠道建 设难度大及海外市场分散的挑战，而友商已有成熟的海外销售与服务团队。公司更注重质量与利润，而 非单纯追求规模，会放弃过小、分散的细分市场，坚持稳扎稳打的策略，目标是高质量增长。 针对投资者提到的智能制造业务拓展情况，广厦环能表示，公司在产品制造过程中已投入使用焊接机器 人等部分自动化生产设备，未来将持续加大智能制造投入，通过数字化、自动化和智能化技术，实现全 流程提质、提效、降本、减风险。 对于与液冷相关的业务，科隆新材在披露的投资者关系活动记录表中表示，公司液冷系统核心部件包含 ...

Group 1 - The report highlights that the global semiconductor market is expected to grow significantly, with revenues projected to increase by 22.5% to $772 billion in 2025 and further by 26.3% to $975 billion in 2026, driven by strong demand for AI applications and data center infrastructure [2][10][12] - The semiconductor materials market in China is projected to grow from 75.58 billion yuan in 2020 to 143.78 billion yuan in 2024, with a compound annual growth rate (CAGR) of 17.44%, reaching 174.08 billion yuan by 2025 [12][15][16] - The report identifies several companies listed on the Beijing Stock Exchange that are involved in semiconductor materials, including Geberit, Jiaxian Co., Tianma New Materials, and others, which are positioned in critical segments of domestic substitution with high technical barriers and market scarcity [2][17][19] Group 2 - The report notes that the chemical new materials sector on the Beijing Stock Exchange experienced a slight decline of 0.16% during the week, with specific sectors like metal new materials and professional technical services showing positive growth [3][25][29] - Individual stocks such as KQ Co. and XWL Co. showed significant weekly gains, with KQ Co. increasing by 9.35% and XWL Co. by 6.03% [3][32][33] - The report provides insights into the price trends of various chemical products, including MDI and TDI, indicating fluctuations in the market that could impact related companies [34][35]

Market Performance - The main board led the gains with notable increases in stocks such as Zhong An Ke (+10.16%), Da Heng Technology (+10.04%), and Bei Wei Technology (+10.04%) [1] - The ChiNext board saw significant growth with Dongfang Guoxin (+20.02%) and Jiayuan Technology (+19.99%) leading the charge [1] - The Sci-Tech Innovation board was also strong, highlighted by achievements from Dahong Technology (+20.00%) and Hongwei Technology (+19.98%) [1] - Active sub-industries included SW Robotics (+6.23%) and SW Brand Consumer Electronics (+2.59%) [1] Domestic News - A collaboration between Dubridge Kangbo and Hangzhou Yixian Technology is set to launch a children's AI glasses product with features like posture correction and blue light filtering [1] - Ruian New Materials indicated that the verification cycle for photoresist materials is lengthy due to strict requirements on metal ion content and impurities [1] - GlobalFoundries announced a partnership with a local wafer foundry in China to enhance supply reliability for its customers in the region [1] - Global Crystal reported a consolidated revenue of NT$160.1 billion for Q2, marking a 2.7% quarter-on-quarter increase and a record for the same period [1] Company Announcements - Liyuan Information reported a total operating income of CNY 4.034 billion for H1 2025, a year-on-year increase of 17.46%, with a net profit of CNY 96 million, up 65.79% [3] - Pengding Holdings announced a revenue of CNY 3.0024 billion for July 2025, reflecting a 12.28% year-on-year growth [3] - Nanji Guang received a patent for a flexible ultra-thin Mini-LED backlight source, which will be gradually applied in related businesses [3] - Siwei Liekong reported a total operating income of CNY 689 million for H1 2025, a year-on-year increase of 23.35%, with a net profit of CNY 304 million, up 59.76% [3] Overseas News - Texas Instruments initiated a significant price increase affecting over 60,000 part numbers, marking a nearly 20-fold increase from 3,300 part numbers in June [1] - AMD's Q2 revenue reached $7.69 billion, a 32% year-on-year increase, with its data center segment generating $3.2 billion, up 14% [1] - JDI announced the closure of its Mobara factory and the sale of LCD and OLED production equipment, shifting focus to automotive panels and sensors [1] - Apple's brain-controlled device, developed by Synchron, was showcased, allowing a patient to control an iPad using thoughts [1]

Group 1: Macro Trends - The People's Bank of China and six other departments issued guidelines to support new industrialization, focusing on optimizing financial policies for key technology products and enhancing the resilience of industrial supply chains [1] - The State Council issued opinions to gradually implement free preschool education, starting from the fall semester of 2025, exempting public kindergarten fees for the final year [1] Group 2: Company News - Jiahu Energy reported a 9.64% year-on-year increase in net profit attributable to shareholders in the first half of the year [5] - Haon Electric plans to raise no more than 1.105 billion yuan for the expansion of its Shenzhen production line [6] - Zhongke Feimeng received 108 million yuan in government subsidies [6] - Zhongke Shuguang reported a net profit of 731 million yuan in the first half of the year, a year-on-year increase of 29.89% [6] - Niuwei Co. reported a 30.47% year-on-year increase in net profit in the first half of the year [6] - Jiuzhou Pharmaceutical reported a 10.7% year-on-year increase in net profit in the first half of the year [6] - Jindi Group achieved a signing amount of 2.58 billion yuan in July, a year-on-year decrease of 57.7% [6]

Core Insights - The overall performance of listed companies in 2024 showed resilience, with a total revenue of 1.71 trillion yuan, a year-on-year increase of 0.88%, and a net profit of 65.58 billion yuan [1] - Nearly half of the listed companies reported net profit growth, with over 20% achieving growth rates exceeding 50% [1] - The average debt financing cost for listed companies decreased from 4.24% to 3.99%, indicating a reduction in financing costs for small and medium-sized enterprises [2] Group 1: Company Performance - As of April 30, 2025, 5,844 listed companies disclosed their annual reports, with 78 companies reporting Q1 2025 results showing a total revenue of 893.9 million yuan and a net profit of 100.3 million yuan [1][2] - The top companies contributed 60% of the total net profit, with private enterprises accounting for about 90% of the market [1] - The average revenue growth rate for private enterprises over the past two years was 3.15%, surpassing the market average [1] Group 2: Industry Trends - The consumer goods, automotive, and entertainment industries showed overall positive performance, with the automotive sector experiencing a net profit compound growth rate of 44% over the past two years [2] - The entertainment industry benefited from digital consumption transformation, achieving a net profit growth of 35.11% in 2024 [2] - The transportation sector saw a significant net profit increase of 67.15% in 2024 due to enhanced consumer travel willingness [2] Group 3: R&D and Innovation - Listed companies collectively invested 61.016 billion yuan in R&D in 2024, maintaining growth for three consecutive years, with an average R&D intensity of 3.57% [3] - More than 30% of companies invested over 10 million yuan in R&D, and nearly 20% had an R&D intensity exceeding 10% [3] - The number of newly added invention patents reached 6,769, bringing the total to 34,100 [3] Group 4: Market Dynamics - The number of listed companies in strategic emerging industries has increased significantly over the past five years, with high-end equipment manufacturing companies rising from 88 to 141 [4] - The average revenue and net profit of newly listed companies since 2024 are 2.15 times and 5.24 times higher than the market average, respectively [4] - The total scale of mergers and acquisitions reached 8.479 billion yuan in 2024, marking a year-on-year growth of 34.33% [5]

Core Viewpoint - The "2024-2025 Annual 8th China IC Unicorn" list was released by the China IC Unicorn Alliance, highlighting 12 unicorn companies and 2 emerging companies in the integrated circuit industry, aiming to support high-quality development in China's semiconductor sector through systematic valuation and industry empowerment [1][2]. Group 1: Selection Background and Core Objectives - The selection is based on the successful hosting of seven previous events, covering the entire integrated circuit industry chain, including design, manufacturing, packaging, testing, materials, and equipment [2]. - The evaluation criteria include technological innovation, market competitiveness, and ecological collaboration, leading to the selection of 12 unicorns and 2 emerging companies that represent the forefront of China's semiconductor industry [2]. Group 2: Unicorn Companies as Innovation Benchmarks - The 12 selected unicorn companies span key areas such as storage and computing, communication and RF, high-end manufacturing and materials, automotive electronics and smart terminals, core devices and advanced packaging, consumer electronics, and the Internet of Things [3]. - The selected companies set benchmarks for the industry through their technological breakthroughs and market implementations [3]. Group 3: Emerging Companies as Future Growth Drivers - The "Emerging Companies" award recognizes innovative companies with significant technological potential that were established more recently, specifically: 1. Beijing Pingxin Technology Co., Ltd. 2. Cixin Technology Group Co., Ltd. [3]. Group 4: Industry Trends and Ecological Outlook - The semiconductor industry is experiencing dual opportunities for technological restructuring and market expansion, driven by emerging demands such as AI and new energy [4]. - The technological layouts and product innovations of the listed companies align with IDC's forecast for global semiconductor market growth by 2025, addressing the needs for storage density and speed in AI computing, connectivity in IoT devices, and high reliability in automotive electronics [4]. - Specific examples include: - United Storage's high-bandwidth flash memory and Kangying Semiconductor's ePOP chips for AI computing needs [4]. - Feixiang Technology's 5G RF modules and Bolu Intelligent's Wi-Fi+BLE chips for IoT connectivity [4]. - Xihua Technology's automotive-grade MCUs and Ximaiwei's advanced packaging technologies for new energy vehicles [4]. - Zhenxin's wafer processing technology and Kainuo Zhongxing's optical materials for specialized applications [4]. Group 5: About the China IC Unicorn Selection - The China IC Unicorn selection aims to encourage the healthy and rapid development of competitive and investment-worthy integrated circuit companies, summarizing successful business models and enhancing their domestic and international influence [7]. - Since its inception in 2018, the selection has successfully hosted eight sessions, with over 1,500 participating companies and more than 200 recognized companies, of which nearly 30 have successfully gone public or been acquired [7]. Group 6: About the China IC Unicorn Alliance - Established in 2021, the China IC Unicorn Alliance consists of over 90 well-known enterprises and organizations from various sectors, aiming to integrate resources across the semiconductor industry chain and promote technological innovation and industrial upgrades [8]. - The alliance has over 1,000 member companies covering all aspects of the industry chain, including design, manufacturing, packaging, testing, and materials [8].

Core Insights - The overall performance of listed companies in 2024 showed resilience, with a total revenue of 1.71 trillion yuan, a year-on-year increase of 0.88%, and a net profit of 65.58 billion yuan [1] - Nearly half of the listed companies reported net profit growth, with over 20% achieving growth rates exceeding 50% [1] - The average debt financing cost for listed companies decreased from 4.24% to 3.99%, indicating a reduction in financing costs for small and medium-sized enterprises [2] Group 1: Company Performance - As of April 30, 2025, 5,844 listed companies disclosed their annual reports, with significant contributions from companies with net profits exceeding 50 million yuan, accounting for 60% of total profits [1] - In 2024, the average revenue growth rate for private enterprises was 3.15%, surpassing the market average [1] - In the first quarter of 2025, 78 listed companies reported a total revenue of 893.9 million yuan, with 45 companies experiencing revenue growth [1][2] Group 2: Industry Trends - The consumer goods, automotive, and entertainment sectors showed overall positive performance, with the automotive industry experiencing a net profit compound growth rate of 44% over the past two years [2] - The entertainment industry benefited from digital consumption transformation, achieving a net profit growth of 35.11% in 2024 [2] - The transportation sector saw a significant net profit increase of 67.15% in 2024, driven by enhanced consumer travel willingness [2] Group 3: R&D and Innovation - Total R&D investment by listed companies reached 61.016 billion yuan in 2024, maintaining growth for three consecutive years, with an average R&D intensity of 3.57% [4] - More than 30% of listed companies invested over 10 million yuan in R&D, and nearly 20% had an R&D intensity exceeding 10% [4] - The number of national-level specialized and innovative "little giant" enterprises on the New Third Board reached 1,119, accounting for 7.65% of the total [4] Group 4: Market Dynamics - The Beijing Stock Exchange has seen a continuous increase in the number of newly listed companies, with 1,058 added in the past three years [5] - Newly listed companies in 2024 had average revenues and net profits 2.15 times and 5.24 times higher than the overall market, respectively [5] - The total scale of mergers and acquisitions among listed companies reached 8.479 billion yuan in 2024, a year-on-year increase of 34.33% [5]