证券代码： 002079 证券简称：苏州固锝 苏州固锝电子股份有限公司投资者关系活动记录表 | 投资者关系活动 | 特定对象调研 分析师会议  □ | | --- | --- | | 类别 | □ 媒体采访 □ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | 现场参观 □ | | | 其他 （请文字说明其他活动内容） □ | | 参与单位名称及 | 西安博成基金管理有限公司 邵嘉斌、中国银河投资管理有限公 | | 人员姓名 | 司 白文昌、国元创新投资有限公司 张长生等 | | 时间 | 年 月 日 下午 2026 2 27 (周五) 13：30~15:00 | | 地点 | 苏州固锝电子股份有限公司会议室 | | 上市公司接待人 | 苏州固锝电子股份有限公司： | | 员姓名 | 董事、总经理 滕有西 | | | 董事、副总经理兼董事会秘书 李莎 | | | 运营副总经理 徐仁庆； | | | 苏州晶银新材料科技有限公司： | | | 副总经理兼技术总监 周欣山 投资者提出的问题及公司回复情况： | | | 1、问：公司在 2025 年经营性现金流明显改善，资产负债率降低， 主要采取了哪 ...

天眼查显示，近日，厦门先导国贸科技有限公司成立，法定代表人为李京振，注册资本50000万人民 币，先导科技集团有限公司、厦门国贸产业有限公司持股。 序号股东名称持股比例1先导科技集团有限公司51%2厦门国贸产业有限公司49% 企业名称厦门先导国贸科技有限公司法定代表人李京振注册资本50000万人民币国标行业制造业>计算 机、通信和其他电子设备制造业>电子器件制造地址厦门火炬高新区软件园三期凤岐路128号101室002 号（该住所仅限作为商事主体法律文书送达地址）企业类型其他有限责任公司营业期限2026-2-12至无 固定期限 来源：市场资讯 经营范围含科技推广和应用服务；半导体分立器件制造；半导体分立器件销售；半导体器件专用设备制 造；半导体器件专用设备销售；电子元器件制造；电子元器件零售；集成电路芯片及产品制造；集成电 路芯片及产品销售；光电子器件制造；光电子器件销售；电子专用材料研发；新材料技术研发；电子专 用材料制造；电子专用材料销售；电子专用设备制造；电子专用设备销售；泵及真空设备销售；工业自 动控制系统装置制造；工业自动控制系统装置销售；金属材料制造；技术服务、技术开发、技术咨询、 技术交流、技术转 ...

天眼查显示，近日，四川凌曜半导体有限公司成立，法定代表人为赵丽，注册资本1000万人民币，由深 圳启浩半导体有限公司全资持股。 序号股东名称持股比例1深圳启浩半导体有限公司100% 经营范围含半导体分立器件制造；集成电路制造；集成电路销售；集成电路芯片及产品制造；集成电路 设计；集成电路芯片及产品销售；半导体器件专用设备制造；半导体器件专用设备销售；电子元器件制 造；电子元器件批发；半导体分立器件销售；半导体照明器件制造；半导体照明器件销售；电子产品销 售；电力电子元器件制造；电力电子元器件销售；电子元器件零售；集成电路芯片设计及服务。（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）（涉及国家规定实施准入特别管理措施的除 外） 企业名称四川凌曜半导体有限公司法定代表人赵丽注册资本1000万人民币国标行业制造业>计算机、通 信和其他电子设备制造业>电子器件制造地址四川省乐山市井研县千佛镇兴盛路15号企业类型有限责任 公司(自然人投资或控股的法人独资)营业期限2026-2-9至无固定期限登记机关井研县市场监督管理局 来源：市场资讯 ...

Core Insights - The latest GDP rankings reveal that Shanghai maintains its leading position with an economic total of 56,708.71 billion yuan, while Beijing becomes China's second city to surpass the 50 trillion yuan mark [1][4] - Hefei has made significant progress, ranking 18th in the top 20 cities and achieving a growth rate of 6.1%, the highest among these cities [1][12] GDP Rankings and Growth Rates - Shanghai: 56,708.71 billion yuan, growth rate 5.4% [2] - Beijing: 52,073.4 billion yuan, growth rate 5.4% [2] - Shenzhen: 38,731.8 billion yuan, growth rate 5.5% [2] - Chongqing: 33,757.93 billion yuan, growth rate 5.3% [2] - Guangzhou: 32,039.46 billion yuan, growth rate 4.0% [2] - Hefei: 14,210 billion yuan, growth rate 6.1% [3][12] Economic Structure and Key Industries - In Shanghai, the integrated circuit, biomedicine, and artificial intelligence sectors are projected to grow by 9.6%, with total output surpassing 2 trillion yuan [3] - Beijing's GDP is supported by key industries such as information transmission, software, IT services, finance, and industrial value-added, which together account for 51.8% of its GDP [4] - Shenzhen's new industries contribute significantly, with emerging sectors accounting for 43.0% of its GDP [5] - Chongqing's new energy vehicle sector shows a growth of 13.4%, contributing 60.9% to its industrial economy [5] Consumption and Market Dynamics - Cities with GDPs over 20 trillion yuan typically exhibit strong manufacturing bases, high-income populations, and large populations, which support rising consumption [9] - The consumption market in cities like Chengdu continues to grow, with retail sales reaching 1.14 trillion yuan [6] - The distinction of being a "trillion consumption city" is evident, with cities like Shanghai, Beijing, and Shenzhen leading the way [9] Hefei's Economic Performance - Hefei's industrial value-added grew by 17.6%, with significant contributions from sectors like computer and communication equipment manufacturing [14] - The city's total import and export volume reached 455.18 billion yuan, growing by 20.2% [15] - Fixed asset investments in advanced manufacturing and high-tech services are also on the rise, indicating a shift towards higher efficiency and growth [15]

新华财经上海2月4日电在中国城市竞争格局加速重塑的当下，"双万城市"——即地区生产总值（GDP） 超万亿元、常住人口超千万的城市，已成为衡量一座城市综合能级与辐射力的核心标尺之一。近期，合 肥正式官宣跻身"双万城市"行列：地区生产总值突破1.4万亿元，连续跨越四个千亿台阶，年均增长 6.1%；同期，合肥常住人口总量突破千万，净流入人口超过70万。随着第16座"双万城市"靴子落 地，"接棒"的晋级"后备队"正成为外界目光聚焦的重点。 跃升"双万"，合肥水到渠成 晋级"双万城市"，标志着合肥完成从区域中心城市向全国重要节点城市的跨越。一个值得注意的细节 是，合肥此前并未设定过相关节点性目标，而是城市持续发展到一定阶段的自然成果，彰显了"水到渠 成"的发展底气。 经济总量的稳步攀升，是合肥跻身"双万城市"的核心支撑。2020年实现万亿进阶的合肥，在"十四五"期 间地区生产总值进一步从2021年的11412.80亿元跃升至2025年的14210亿元，跨越了三个千亿台阶。 经济增长带动了人口集聚，为合肥晋级"双万城市"注入了关键活力。凭借优质的创新生态、蓬勃的产业 潜力和完善的城市配套，近年来合肥成为人口净流入高地，常 ...

（来源：市场星报） 星报讯 记者从合肥市获悉，根据地区生产总值统一核算结果，2025年合肥市地区生产总值（GDP） 14210亿元，按不变价格计算，同比增长6.1%。分产业看，第一产业增加值338.4亿元，增长3.4%；第二 产业增加值5221.9亿元，增长8.7%；第三产业增加值8649.7亿元，增长4.4%。 民生支出占比超八成 数据显示，2025年，合肥市居民人均可支配收入58930元，同比增长5.5%。其中，城镇居民人均可支配 收入65568元，增长4.6%；农村居民人均可支配收入35253元，增长5.9%。城乡居民收入比由上年的1.88 缩小为1.86。 居民收入稳步增加的同时，合肥市场信心持续提振。2025年末，合肥实有市场经营主体183.3万户，同 比增长2.6%；"四上"企业总数12664家，同比增长8.2%。全市城镇新增就业24.06万人，比上年增加2.62 万人，失业人员再就业58226人，困难人员再就业5325人。 规上工业增加值增幅创新高 在工业方面，合肥工业动能持续攀升，先进制造聚力赋能。 合肥市统计局发布的数据显示，合肥2025年规模以上工业增加值同比增长17.6%，创近4年新高。 ...

Group 1 - The core point of the article is that Galaxy Microelectronics (银河微电) experienced a 5% increase in stock price, reaching 33.16 CNY per share, with a trading volume of 141 million CNY and a turnover rate of 3.41%, resulting in a total market capitalization of 4.274 billion CNY [1] - Galaxy Microelectronics, established on October 8, 2006, is located in Changzhou, Jiangsu Province, and specializes in the research, production, and sales of semiconductor discrete devices, with 96.02% of its revenue coming from this main business segment [1] Group 2 - Among the top circulating shareholders of Galaxy Microelectronics, a fund under Great Wall Fund, the Great Wall CSI 360 Internet + Index A (002236), entered the top ten shareholders in the third quarter, holding 600,000 shares, which accounts for 0.47% of the circulating shares [2] - The Great Wall CSI 360 Internet + Index A (002236) has a current scale of 754 million CNY, with a year-to-date return of 9.01%, ranking 1758 out of 5548 in its category, and a one-year return of 49.53%, ranking 1390 out of 4285 [2]

Economic Overview - In 2025, Fujian Province's GDP is projected to reach 60,199.45 billion RMB, reflecting a 5% increase from the previous year at constant prices [1] - The primary industry value added is expected to be 3,354.37 billion RMB, growing by 3.6%; the secondary industry value added is projected at 25,497.34 billion RMB, with a growth of 5.1%; and the tertiary industry value added is anticipated to be 31,347.74 billion RMB, also increasing by 5.1% [1] High-Quality Development - The economic operation in Fujian Province is described as generally stable with progress, indicating stronger resilience and higher quality development [1] - Despite the positive outlook, uncertainties in the external environment and insufficient effective demand are noted as challenges that need to be addressed for sustained economic recovery [1] High-Tech Manufacturing Growth - The value added of high-tech manufacturing above designated size is expected to grow by 14.6%, with specific sectors such as aerospace and equipment manufacturing increasing by 22.9% and electronic and communication equipment manufacturing by 16% [1] - The digital transformation is accelerating, with the value added of digital product manufacturing above designated size projected to increase by 10.9% [1] - Production outputs for key products are expected to rise significantly, including liquid crystal display modules (25.7%), integrated circuit wafers (21.5%), semiconductor discrete devices (19.8%), and electronic components (9.5%) [1] Private Sector Contribution - In 2025, the value added of private industrial enterprises above designated size is projected to grow by 7.2%, surpassing the growth rate of the overall industrial sector by 0.7 percentage points, accounting for 62.8% of the total industrial value added [2] - The private sector is expected to contribute 69.9% to the growth of the industrial sector [2] Consumer Market Dynamics - Policies such as trade-in programs are expected to stimulate consumer potential, with retail sales of household appliances and audio-visual equipment projected to increase by 23.1% and new energy vehicle sales by 27% [2] - The equipment manufacturing sector is anticipated to strengthen its leading role due to increased efforts in equipment upgrades and renovations [2]

Economic Overview - In 2025, Shandong Province achieved a GDP of 10,319.7 billion yuan, becoming the third province in China to surpass 10 trillion yuan, following Guangdong and Jiangsu, and the first in Northern China [1] - The economic structure improved, with the three industries' composition adjusted to 6.6:39.3:54.1, reflecting a 0.8 percentage point increase in the tertiary sector's share, contributing 59.1% to economic growth [1] Supply and Demand Dynamics - The province focused on strengthening both supply and demand, ensuring robust production across agriculture, industry, and services, with high-tech service industry revenue growing by 6.7% from January to November [2] - Consumer potential was effectively released, with significant sales growth in communication equipment and cultural office supplies, increasing by 29.8% and 22.8% respectively [2] Development Momentum - Innovation and new industries continued to thrive, with industrial technological transformation investment rising by 5.3% and equipment manufacturing value-added increasing by 11.4% [2] - Production in smart manufacturing, including industrial robots and electronic components, saw substantial growth, with outputs increasing by 26.6%, 14.6%, and 8.3% respectively [2] Social Welfare and Employment - Employment remained stable, with 1.249 million new urban jobs created, and per capita disposable income increased by 5.0%, narrowing the income gap between urban and rural residents [3] - The market prices were stable and controllable, with ample supply of various goods, reinforcing the foundation for social welfare [3]

Economic Growth - Shandong Province's GDP is projected to reach 10.3 trillion yuan by 2025, with a year-on-year growth of 5.5%, making it the third province in China to exceed this milestone after Guangdong and Jiangsu, and the first in Northern China [2] - The total grain output in Shandong is expected to stabilize at over 110 billion jin, with the total output value of agriculture, forestry, animal husbandry, and fishery reaching 1.3 trillion yuan [2] - The industrial added value above designated size is anticipated to grow by 7.6% year-on-year, while the service sector's added value is expected to increase by 6.1% [2] Industrial Development - Shandong is recognized for having the most complete industrial categories and systems in China, with new growth drivers continuously emerging and high-quality development being promoted [4] - Industrial technological transformation investment is projected to grow by 5.3% year-on-year, and the added value of the equipment manufacturing industry is expected to increase by 11.4% [4] - The production of industrial robots, electronic components, and semiconductor discrete devices is experiencing rapid growth, with Shandong leading in the number of smart factories cultivated [4] Trade and Export - The total import and export volume of Shandong is expected to reach 35.303 trillion yuan, marking a growth of 4.5%, which accounts for 7.8% of China's total import and export value [5] - Shandong's contribution to national foreign trade growth is approximately 9.1%, with exports to countries involved in the Belt and Road Initiative growing by around 7% [5] - The province aims to be a promoter of a unified national market domestically and a bridgehead for Northeast Asia and the Belt and Road Initiative internationally [5]