Market Overview - The three major indices showed mixed performance, with the film and theater sector experiencing significant declines. As of the market opening, the Shanghai Composite Index was at 3830.44 points, down 0.03%, the Shenzhen Component Index at 13074.91 points, down 0.01%, and the ChiNext Index at 3098.28 points, up 0.08% [1] Industry News - The Ministry of Commerce held a press conference where it opposed the politicization of technology and trade issues, emphasizing that it would not sacrifice principles and corporate interests for any agreements [2] - The Ministry of Science and Technology announced efforts to accelerate the application of humanoid robots in various sectors, laying a solid foundation for the development of a trillion-dollar industry [2] - Ganfeng Lithium stated that its energy storage cells have achieved large-scale production and established long-term stable supply partnerships with several leading companies in the industry [3] - Huaxin Technology's major shareholders terminated their share reduction plan early, having reduced a total of 38.96 million shares [4] Company Developments - Tempu Co. announced that it is in the early stages of cooperation with the Zhejiang Humanoid Robot Innovation Center [3] - The company has no plans to enter the lithography machine sector, and its related optical components business accounts for a small proportion of revenue [3] - The company has received a sample order for silicon-based OCS products from overseas but has not yet secured bulk orders from major overseas manufacturers [4] - Goldman Sachs predicts that lithium prices will drop to an average of $8,900 per ton by 2026, slightly below the current spot price of $9,150 per ton [6]

18日，外交部发言人林剑主持例行记者会。据英国《金融时报》报道，中国互联网监管机构已指示阿里 巴巴、字节跳动等公司终止对英伟达RTXPro6000D芯片的订单。英伟达首席执行官黄仁勋称，对此表 示失望。林剑对此表示，具体问题建议向中方的主管部门了解。我们一贯反对在经贸科技问题上对特定 国家采取歧视性做法，中方愿同各方保持对话合作，维护全球产供链稳定。 2. "十四五"时期我国科技创新能力稳步提升，"三新"经济增加值占GDP比重达18%，高新技术企业超50 万家 科技部部长阴和俊18日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上介绍，五年 来，我国科技创新和产业创新加速融合。规上高技术制造业增加值较"十三五"末增长42%；"三新"经济 增加值占GDP比重达18%。企业研发投入占比超77%；高新技术企业超50万家，较2020年增加83%。"十 五五"时期，将发挥新型举国体制优势，推进教育科技人才一体发展，促进科技创新和产业创新深度融 合，营造世界一流的创新环境，全面提升科技创新能力，为建成科技强国奠定坚实基础。 个股新闻 1. 赣锋锂业：目前公司的储能电芯产能已满产 重要新闻 1. 中方已要求终 ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①人形机器人+减速器+新能源汽车！这家公司的参股企业正在合作与对接的机器人客户包括宇树科技等； ②光模块+算力+数据中心+芯片！这家公司硅基OCS产品已获得海外样品订单，400G/800G算力产品完 成迭代并启动送样；③华为昇腾+AI智能体+机器人+数字货币！公司收到56亿元智能座舱域控制器项目定 点通知。 前言 ...

| | | 9月18日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德科立 | 硅基OCS产品已获得海外样品订单,尚未获得海外大厂的批量订单 | | 项目投资 | 健盛集团 | 拟投1.8亿元建设年产6000万双中高档棉袜和3000万件服装项目 | | 合同中标 | 鹰玛软件 | 中标2025-2028年河北省国家教育考试网上评卷技术服务项目 | | 股权收购 | 安徽合力 | 拟收购叉车集团持有的江淮重工全部股权 | | 回购 | 健盛集团 | 拟斥资1.5亿元至3亿元回购股份 | | 经营数据 | 韵达股份 | 8月快递服务业务收入41.19亿元 同比增长5.16% | | | 申通快递 | 8月快递服务业务收入44.34亿元 同比增长14.47% | | 增减持 | 峰昭科技 | 股东上海华心拟减持不超3.00%股份 | | | 吉大正元 | 上海云鑫拟减持不超过3%股份 | | | 浙商中拓 | 浙江交通集团累计增持1.17%股份 | | 其他 | 东软集团 | 收到汽车厂商定点通知 | | | 华翔股份 | 拟发行可转债募资不超13.0 ...

Group 1 - Neusoft Group has received a notification from a well-known domestic automobile manufacturer, designating it as the supplier for intelligent cockpit domain controllers, with a total expected supply amount of approximately 5.6 billion RMB over a lifecycle of about 4 years starting from Q4 2026 [1] - Fulin Precision has signed a prepayment agreement with CATL for a total of 1.5 billion RMB to secure lithium iron phosphate supply, enhancing their strategic cooperation in the material field [2] - Shiyun Circuit plans to launch its new generation PCB product "Chip Creation Smart Carrier" by mid-2026, targeting emerging sectors such as AI, new energy vehicles, and humanoid robots, with potential future supply to Tesla [3] Group 2 - Fengshan Group has signed a technical development contract with Tsinghua University for the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes, with a total contract amount of 2 million RMB [4] - Jinghua New Materials reported that senior management collectively reduced their holdings by 141,000 shares on September 16, amid significant stock price fluctuations [5] - Huaqin Technology's five major shareholders have decided to terminate their share reduction plan early, having collectively reduced 38.96 million shares [6] Group 3 - Heng Rui Medicine's subsidiary has received approval for clinical trials of SHR-1139 injection, a self-developed therapeutic biological product for ulcerative colitis, with no similar drugs approved in the market [7] - ST Chuangxing announced that its chairman is under investigation, but the matter is unrelated to the company, and daily operations will continue under the management team [8]

德科立9月18日发布股票交易异常波动公告称，近期，受AI算力需求推动，OCS（光交换）产品引发市 场高度关注。公司始终密切关注相关技术发展，硅基OCS产品已获得海外样品订单，尚未获得海外大厂 的批量订单。但应注意到，OCS技术门槛高、研发投入大，目前行业整体仍处于早期探索与验证阶段， 商业化进程及大规模应用时间存在较大不确定性。鉴于其市场成熟度和盈利前景尚不明朗，公司对OCS 业务持审慎态度，提请投资者注意相关技术及市场风险，理性决策，审慎投资。 ...

Core Viewpoint - The company, 德科立 (688205.SH), has reported a surge in market interest for its OCS (Optical Switching) products driven by the demand for AI computing power, although it has not yet secured bulk orders from major overseas manufacturers [1] Group 1: Company Developments - The company is closely monitoring technological advancements related to OCS products [1] - The silicon-based OCS products have received overseas sample orders, indicating initial market interest [1] - The company maintains a cautious stance towards the OCS business due to the high technical barriers and significant R&D investments required [1] Group 2: Industry Context - The OCS technology is still in the early stages of exploration and validation within the industry [1] - There is considerable uncertainty regarding the commercialization process and the timeline for large-scale application of OCS technology [1] - The overall market maturity and profitability outlook for OCS products remain unclear, prompting the company to advise investors to be aware of related technological and market risks [1]