10月31日，上交所发文表示，截至10月31日，沪市上市公司完成2025年三季报披露。新质生产力成为推 动业绩增长的重要动能。现代产业体系加速形成，高技术行业保持较快增长。前三季度，高技术制造服 务业合计研发投入2296亿元，同比增长9%。高研发投入驱动营收、净利润同比分别增长10%、19%，贡 献利润占比提升3.4个百分点。其中，AI驱动半导体产业浪潮，芯片设计、半导体设备前三季度净利润 同比分别增长82%、25%；国产算力取得市场认可，寒武纪营收增长24倍，海光信息营收增长55%；具 身智能与人工智能双向驱动迭代，鸣志电器、奥比中光等核心部件公司净利润均同比增长。 ...

（编辑 何帆） 不过，到了今年第三季度，灿芯股份单季营收达1.86亿元，环比增长30.28%，其中芯片设计业务环比增 长49.44%，显示业务结构优化与订单回暖趋势。此外，截至2025年9月30日，灿芯股份在手订单金额为 8.72亿元，其中芯片设计业务在手订单2.89亿元，芯片量产业务在手订单5.82亿元。 本报讯 （记者金婉霞）10月30日，灿芯半导体（上海）股份有限公司（以下简称"灿芯股份"）披露 2025年三季报。数据显示，2025年前三季度，灿芯股份实现营业收入4.68亿元，同比下降45.74%；归属 于上市公司股东的净利润-9449万元，同比由盈转亏。利润下滑主因下游客户需求波动导致芯片量产业 务收入同比下降65.83%。 ...

据悉，该研发中心将成为汇聚全球高端研发人才的核心平台，进一步强化艾为电子在汽车电子、工业互 联等前沿领域的探索与创新，为芯片行业注入强劲的"艾为动能"。随着全球研发中心的落成，艾为电子 将以更加开放的姿态、更加前瞻的技术布局，继续夯实从芯片设计到系统级解决方案的全链路竞争力。 "公司始终坚持高质量研发投入，研发占比超15%，技术人员超70%。"艾为电子董事长孙洪军表示，今 天破土动工的全球研发中心，正是公司践行"技术立企"的又一里程碑。公司将全力打造绿色智能的现代 化科技园区，并与各方伙伴共同构建芯片产业创新生态圈。 中证报中证网讯(记者乔翔)10月23日，记者从艾为电子获悉，位于上海市闵行区友东路与顾戴路交叉口 的艾为电子全球研发中心园区正式开工。此举标志着艾为电子"技术立企、创新驱动"发展战略落地。 ...

第二届湾区半导体产业生态博览会（简称：湾芯展2025）将于 10月15-17日 在 深圳会展中心（福田）1/2/9 号馆 盛大开幕！本届展会覆盖 60,000m 2 展览面积，聚焦半导体全产业链的高效整合，以晶圆制造为核心纽 带，全面展示从IC设计到封装测试的产业生态，携手来自全球 600余家 半导体优质企业，预计为 60,000+ 专 业观众带来贯穿半导体产业链的前沿技术成果和最新解决方案。 不一样的展会 承上启下 国际化水平跃升，双向赋能产业协同 本届湾芯展的国际展商数量同比增长超50% ，国际化水平实现跨越式提升。湾芯展的巨大国际吸引力，植根 于中国市场的广阔前景与展会自身的精准定位。对于国际企业而言，湾芯展不仅是展示其尖端技术、先进产品 和解决方案的绝佳舞台，更是深入了解中国本土应用需求、实现 "技术落地" 与 "市场拓展" 双重目标的重要 通道。 以晶圆制造为纽带,打通全产业链 湾芯展2025以晶圆制造为核心纽带，深度联动IC设计、先进封装、化合物半导体等关键环节，构建起半导体 全产业链的"生态展示圈"，涵盖EDA/IP、半导体设备、半导体材料、核心零部件、晶圆制造、封装测试等前 沿技术，以场景化方 ...

Group 1 - The 2025 Taihu Talent Development Conference opened in Wuxi, focusing on the establishment of a talent aggregation area for the integrated circuit industry, covering a total area of 150 square kilometers [1] - Wuxi has developed a complete industrial chain in the integrated circuit sector, including chip design, wafer manufacturing, packaging testing, equipment materials, and supporting services, with nearly 80% of the city's integrated circuit companies located in the Wuxi High-tech Zone [1] - The talent aggregation area aims to enhance the integration of industry and talent, with plans to attract over 4,000 young university graduates and more than 500 high-skilled talents annually over the next three years, targeting a total of 85,000 talents in the integrated circuit industry and an industry scale of 210 billion yuan [1] Group 2 - The conference theme is "Patriotic Struggle for a Smart Future," lasting for three days and featuring 10 sub-events [1] - A total of 600 projects from domestic and overseas alumni enterprises are participating, with a cumulative talent fund scale of 10 billion yuan [1]

Group 1 - The core stock price of Zhongwei Semiconductor as of August 5, 2025, is 28.30 yuan, reflecting a decrease of 0.11 yuan or 0.39% from the previous trading day [1] - The trading volume on the same day reached 43,850 hands, with a total transaction value of 1.24 billion yuan [1] - The stock experienced a maximum price of 28.57 yuan and a minimum of 28.13 yuan during the trading session, resulting in a fluctuation of 1.55% [1] Group 2 - Zhongwei Semiconductor is a technology company focused on the semiconductor sector, with main business activities including chip design, manufacturing, and related technical services [1] - The company's products are widely used in consumer electronics, industrial control, and automotive electronics [1] - In July, Zhongwei Semiconductor announced its plan to pursue an IPO in Hong Kong, becoming one of 17 A-share companies to announce such plans that month, marking a new high for the year in terms of monthly IPO announcements [1] Group 3 - On August 5, 2025, the net outflow of main funds for Zhongwei Semiconductor was 470.11 million yuan, accounting for 0.1% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 3,128.02 million yuan, representing 0.65% of the circulating market value [1]

Group 1 - Shanghai aims to enhance tracking services for innovative enterprises throughout their lifecycle, focusing on technology evolution and innovation models [1][2] - In 2024, Shanghai is set to recognize 7,237 new high-tech enterprises, averaging 20 new companies daily, with a total of 25,000 high-tech enterprises during their validity period [1] - The city emphasizes optimizing policy services and increasing support for startups, aiming to free entrepreneurs from non-essential tasks to focus on innovation and market expansion [2] Group 2 - Shanghai's innovation ecosystem has been continuously optimized since 2017, with initiatives aimed at enhancing service capabilities for innovation and entrepreneurship [2][3] - The establishment of specialized incubators is not merely about clustering similar startups but involves deep, continuous innovation technology incubation and industry cultivation [3] - As of May 2025, the 12 high-quality incubators in Shanghai cover over 120,000 square meters and host more than 300 enterprises, with significant revenue and R&D investment [4]

Group 1 - The article discusses the ongoing trade tensions between the US and China, highlighting that the US has begun to fulfill some commitments by canceling tariffs on certain Chinese products, indicating a recognition of China's retaliatory capabilities [3][4]. - The US is shifting its strategy to isolate China by negotiating tariffs with other countries, such as Vietnam, where the US has agreed to not impose tariffs on Vietnamese goods while imposing a 20% tariff on goods exported from Vietnam, particularly targeting "transshipment trade" that involves Chinese products [3][4]. - If this layered tariff policy is adopted broadly, it could effectively exclude Chinese companies from the US market, forcing many businesses that invest in China to relocate to countries like Vietnam and India, leading to further hollowing out of China's industrial chain [4]. Group 2 - China has made it clear that it will not remain passive in the face of new US strategies, stating that any tariff negotiations that harm Chinese interests will be met with decisive countermeasures [6][9]. - The article emphasizes that if Vietnam's negotiations with the US negatively impact China, China could choose to restrict trade relations, as Vietnam's economic growth heavily relies on China's extensive supply chain [8][9]. - Vietnam is portrayed as having misjudged the situation by compromising with the US, believing it would enhance its own industrial development, but it may not receive the necessary support from China that is crucial for its economic sustainability [11].