Core Viewpoint - Sichuan Jiuzhou's stock price has shown a positive trend with a 3.42% increase year-to-date and a significant rise in the last 20 days, indicating potential investor interest and market confidence [1]. Financial Performance - For the period from January to September 2025, Sichuan Jiuzhou reported a revenue of 2.83 billion yuan, reflecting a year-on-year growth of 3.96%. However, the net profit attributable to shareholders decreased by 18.37% to 97.82 million yuan [2]. - Cumulative cash dividends since the A-share listing amount to 547 million yuan, with 307 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 26.67% to 71,500, while the average number of tradable shares per person increased by 36.38% to 14,302 shares [2]. - The top ten circulating shareholders include notable entities such as Yongying Low Carbon Environmental Mixed Fund and Hong Kong Central Clearing Limited, with varying changes in their holdings [3]. Stock Market Activity - On January 6, Sichuan Jiuzhou's stock rose by 2.04%, reaching 17.54 yuan per share, with a trading volume of 324 million yuan and a turnover rate of 1.85% [1]. - The stock has experienced a net inflow of 18.20 million yuan from main funds, indicating strong buying interest [1]. Business Overview - Sichuan Jiuzhou Electric Co., Ltd. specializes in the research, development, manufacturing, and sales of smart terminals, air traffic control products, and microwave radio frequency technologies, with the majority of revenue coming from smart terminal products (63.76%) [1]. - The company operates within the household appliances sector, specifically in the black household appliances category, and is involved in various concept sectors including military electronics and commercial aerospace [1].

Core Viewpoint - The stock price of Shiyida has shown fluctuations, with a recent increase of 2.09% and a total market capitalization of 5.07 billion yuan, indicating investor interest and potential growth in the company's performance [1]. Group 1: Stock Performance - As of January 6, Shiyida's stock price is 8.78 yuan per share, with a trading volume of 26.14 million yuan and a turnover rate of 0.76% [1]. - Year-to-date, the stock price has increased by 2.33%, with a 1.50% rise over the last five trading days, a 6.79% decline over the last 20 days, and a 4.77% increase over the last 60 days [2]. Group 2: Company Overview - Shiyida Technology Co., Ltd. was established on June 5, 1998, and went public on June 13, 2007. The company is located in Longgang District, Shenzhen, Guangdong Province [2]. - The main business segments include LED lighting (73.21%), smart hardware manufacturing (26.50%), and other businesses (0.29%) [2]. - The company operates within the electronic-optical optoelectronics-LED industry and is associated with concepts such as SAAS, digital economy, internet celebrity economy, short videos, and ByteDance [2]. Group 3: Financial Performance - For the period from January to September 2025, Shiyida achieved a revenue of 485 million yuan, representing a year-on-year growth of 7.26%. The net profit attributable to shareholders was 30.31 million yuan, reflecting a 12.37% increase [2]. - As of September 30, the number of shareholders is 56,200, a decrease of 14.23% from the previous period, while the average circulating shares per person increased by 16.60% to 7,051 shares [2]. Group 4: Dividend Information - Since its A-share listing, Shiyida has distributed a total of 117 million yuan in dividends, with no dividends paid in the last three years [3].

1月5日，江西省瑞昌经开区智造小镇一科技公司车间内，工人正在生产线上组装智能终端产品。魏东升 摄（人民视觉） 在国务院新闻办公室1月5日举行的新闻发布会上，国家发展改革委副主任王昌林介绍，国家发展改革委 与有关部门和沿江省市一道，坚持把共抓大保护摆在第一位，落实《长江经济带发展规划纲要》，制定 五年实施方案，推进三年行动计划，推动经济社会发展全面绿色转型。经过不懈努力，长江经济带走出 了一条生态优先、绿色发展的新路子，长江母亲河重新焕发出了生机活力。 发展的底盘更牢 在当天的新闻发布会上，王昌林介绍了长江经济带发展十年工作进展和成效。王昌林表示，10年来，共 抓大保护、不搞大开发的理念在长江经济带落地生根，生态长江底色更加鲜明。 "10年来，科技创新和产业创新在长江经济带加快融合，创新长江动能更加强劲。"王昌林说，有关部门 坚持把科技创新作为主动力，持续推进上海（长三角）国际科技创新中心和武汉、成渝地区区域科技创 新中心建设，积极培育壮大新兴产业和未来产业，创造出"人造太阳"亿度千秒运行、靶向抗癌药等一批 处于世界先进水平的科技成果，涌现出DeepSeek、宇树科技等一批具有国际竞争力的创新型企业，形 成了汽 ...

中新网苏州1月4日电 (记者 钟升)苏州市新型工业化推进会议暨"AI+制造"创新发展大会4日召开。《苏 州市推进新型工业化2026年行动方案》(简称《方案》)在会上发布。 大会集中发布多项关键举措与重要清单。多家行业龙头企业结合自身发展定位，分别从龙头引领、质量 提升、国产替代、外资赋能、核心技术突破等角度，分享在新型工业化与"AI+制造"领域的探索成果与 未来规划，全方位展现苏州各界推动新型工业化与"AI+制造"深度融合的坚定决心与务实行动，凝聚起 政企协同、多方联动的发展合力。(完) 根据《方案》，苏州市2026年以争创国家新型工业化示范区为主线，坚持智能化、绿色化、融合化方 向，实施新型工业化"八大工程"28项行动，到"十五五"末，新质生产力发展取得重要进展，现代产业体 系基本建成；到2035年，建成全球具有领先地位的"智造之城"。 2026年，苏州将从工业大模型培育、工业数据集建设、典型应用场景推广、智能终端品牌塑造等八个方 面重点发力，动态培育150个工业大模型，建设形成200个以上高质量工业数据集，新增100个以上可复 制可推广典型应用场景，培育入库智能终端产品超300个，遴选建设10个制造业重点 ...

近日，崇左市大新县新材料智造产业园传来捷报：西西里电梯有限公司与越南头部房企MIK集团签 下15亿元电梯采购订单。这一订单不仅创下园区年度最大海外订单纪录，更标志着"大新智造"在东南亚 高端市场实现重要突破。 亮眼成绩的背后，是大新县与广东江门市江海区深度协同、抢抓人工智能产业发展机遇和产业梯度 转移机遇的生动实践。近年来，大新以新材料智造产业园为载体，成功吸引一批科技企业扎堆落户，传 统工业企业占比从2019年的83.56%降至2024年的61.49%；2023—2025年，智能装备、电子设备等新兴 产业产值连续三年实现超100%增长。昔日以传统农业为主的边境小城，正借力粤桂协作激活县域经 济，积极践行"北上广研发+广西集成+东盟应用"人工智能发展路径，从"边境小城"蝶变为面向东盟 的"智造蓄水池"与区域创新高地。 "先引凤后筑巢"，创模式之新 聚链成群，兴产业之势 创新的协作模式、优质的营商环境，成为大新县新材料智造产业园最强的"引力场"，一批粤港澳大 湾区优质企业循着产业链纷至沓来，在边境线上奏响"湾企入桂"产业振兴强音。 "园区开通的'深圳—大新'物流专线，时效压缩至10小时，成本降低50%，对我们供 ...

12月27日，"百万英才汇南粤"秋季大型综合招聘会在深圳开启。 本次招聘会精心设置了广东21地市城市展，立体化展现港澳及广东各城市的城市特色、产业集群、科技 成果、文化生态，让前来求职的年轻人沉浸式体验湾区生活图景。 东莞展区紧扣"制造美学"与"人才圆梦"双线逻辑，打造集科技、潮流、人文于一体的沉浸式展台。展区 以"造梦之手"的大型机械臂交互装置作为视觉核心，生动演绎东莞从"传统制造"向"AI智造"的产业升级 之路。在"潮玩之都"区域，裸眼3D屏动态呈现东莞潮玩IP，配合实物展陈，展现东莞作为"潮玩制造大 本营"的创意活力；"智创优品"区域通过数字人工智能问答等形式，展示华为、OPPO、vivo等智能终端 产品，呈现"东莞智造"的硬核实力。 汕头展区生动展示了该市"三新两特一大"产业的代表性展品。展区中央矗立21万颗积木拼搭的4.3米高 长征五号B火箭积木模型，两侧四只由4万颗积木拼搭的狮头鹅喜迎八方求职者，体现了澄海玩具产业 向高端智造、文化创意融合的转型活力。围绕产业发展布局，展区以"锦绣之乡、玩具之都、风电之 城、数智之谷、新材之地、健康之府"六大主题板块，生动呈现汕头从传统制造到智慧创新的产业全 景。 ...

Core Insights - The Long Triangle G60 Science and Technology Innovation Corridor is entering a new policy dividend period with the issuance of measures to support its development [1] - The measures emphasize the importance of enterprises in driving innovation and establishing a multi-source investment mechanism [2] Group 1: Policy Measures - The Shanghai government plans to establish a special fund for the G60 Science and Technology Innovation Corridor, with a total investment of 2.5 billion yuan over five years, including 1 billion yuan from the municipal government and 1.5 billion yuan from district finances [1] - The measures aim to strengthen applied basic research, accelerate collaborative breakthroughs in key technologies, and build high-level collaborative innovation platforms [2] Group 2: Role of Enterprises - Enterprises are highlighted as key players in the innovation ecosystem, with a focus on organizing various research forces to conduct market-oriented applied research [2] - The measures include a mechanism for enterprises to propose projects that align with national strategic needs, facilitating collaboration with global institutions [2] Group 3: Educational and Industrial Collaboration - The Songjiang University Town is designated as a core engine for innovation, focusing on technology transfer and new industry cultivation [4] - A collaborative innovation mechanism is being established, led by major enterprises and supported by relevant universities [4] Group 4: Industry Development Focus - The measures outline a focus on accelerating the development of the new generation of electronic information and aerospace industries, with specific support for smart terminal products and satellite internet technologies [6] - Financial support is provided for key projects, including up to 5 million yuan for smart terminal manufacturing and 1 million yuan for satellite internet applications [6] Group 5: Regional Cooperation - The measures propose establishing a benefit-sharing mechanism for cross-regional industrial cooperation within the G60 corridor [7] - There is an emphasis on deepening the mutual recognition and communication of technology innovation vouchers across regions [7]

12月26日，四川九洲盘中上涨2.08%，截至13:47，报17.67元/股，成交4.73亿元，换手率2.69%，总市值 179.58亿元。 分红方面，四川九洲A股上市后累计派现5.47亿元。近三年，累计派现3.07亿元。 机构持仓方面，截止2025年9月30日，四川九洲十大流通股东中，永赢低碳环保智选混合发起A （016386）位居第五大流通股东，持股957.10万股，相比上期减少319.00万股。香港中央结算有限公司 位居第六大流通股东，持股598.88万股，相比上期增加151.14万股。国泰中证军工ETF（512660）位居 第七大流通股东，持股596.42万股，相比上期减少116.82万股。南方中证1000ETF（512100）位居第八 大流通股东，持股561.00万股，相比上期减少5.98万股。国防ETF（512670）位居第十大流通股东，持 股472.20万股，相比上期增加56.54万股。华安创新混合（040001）、富国军工主题混合A（005609）退 出十大流通股东之列。 责任编辑：小浪快报 今年以来四川九洲已经1次登上龙虎榜，最近一次登上龙虎榜为2月25日，当日龙虎榜净买入3.18亿元； 买 ...

Core Viewpoint - The Shanghai municipal government has released a set of measures to support the development of the G60 Science and Technology Innovation Corridor, aiming to upgrade it to a "world-class" level and contribute to the establishment of an international science and technology innovation center in Shanghai [1] Group 1: Building a Science and Technology Innovation Source - The measures propose a multi-faceted investment mechanism for applied basic research, supporting enterprises to organize various industry-academia-research collaborations [2] - Establishment of high-level collaborative innovation platforms, including national key laboratories and manufacturing innovation centers [2] - The creation of the Songjiang University Town Innovation Source, which will optimize academic discipline layouts to better match industrial needs and promote technology transfer [2] Group 2: Building World-Class Industrial Clusters - The measures emphasize the high-quality development of modern industrial clusters, supporting advanced manufacturing, strategic emerging industries, and innovative industrial clusters [3] - Accelerating the development of the new generation of electronic information industry and aerospace industry, including satellite internet projects [3] - Fostering the scientific instrument industry and creating a scientific instrument innovation port to support public service platforms [3] Group 3: Layout of Scientific Instrument and 6G Industries - The measures provide a systematic layout for the scientific instrument and 6G future industries, which are crucial for building high-end industrial clusters in Shanghai [4] - The strategy for the scientific instrument industry includes domestic substitution, high-end breakthroughs, and ecological collaboration [4] - The 6G future industry aims to establish a competitive edge in global technology, with plans to cultivate around 20 leading enterprises by 2027 and achieve an industrial scale exceeding 100 billion yuan by 2030 [5][6] Group 4: Cultivating an International First-Class Innovation Ecosystem - The measures propose the establishment of high-quality incubation platforms and support for enterprises to collaborate with various industry-academia-research forces [6] - Strengthening financial support for technology and promoting cooperation between innovation funds [6] - Enhancing talent support and protection of intellectual property rights, including the establishment of a local intellectual property protection center [6] Group 5: Sharing Technology Innovation Resources - The measures aim to optimize the layout of science and technology innovation spaces and improve the comprehensive transportation system [6] - Implementation of flexible land management policies to support technology innovation projects [6] - Establishment of special funds with a total investment of 2.5 billion yuan over five years from municipal and district finances [6]

Group 1: Company Overview and Market Position - The company has established partnerships with major domestic clients and is actively expanding into international markets [1][2] - The 200G and below low-speed optical modules have achieved stable mass production, while 400G/800G high-speed modules are in the sample testing phase with expected small batch shipments in Q2 2026 [1][2] Group 2: Strategic Development and Capacity Expansion - The company adopts a customer demand-driven approach for capacity expansion, focusing on small batch production to explore market needs before scaling up [3] - A stepwise development strategy is employed, starting with mature products to build customer resources and industry experience before moving to high-value products [3] Group 3: Importance of 200G and Below Optical Modules - The decision to prioritize 200G and below optical modules is based on their strong demand stability and significant economies of scale, which enhance market competitiveness [5] - Stable mass production of these modules supports the development of high-speed module production lines and improves overall operational efficiency [5] Group 4: Core Competencies and Innovations - The company has strong capabilities in scaling production and converting laboratory technologies into market-ready products, which benefits the optical communication business [6] - Emphasis on innovation and cost structure optimization through continuous process improvements and automation enhances competitive advantages [7] Group 5: Micro LED Technology Strategy - The Micro LED optical interconnect technology addresses key issues in high bandwidth and high-speed scenarios, positioning the company for long-term growth in optical communication [8][10] - Current focus is on achieving breakthroughs in core light source technology and building intellectual property barriers for future industrialization [10] Group 6: Smart Terminal Business Outlook for 2026 - The smart terminal business is expected to recover in 2026 due to global layout strategies, automation improvements, and diversification of product offerings [10]