我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年11月19日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3939.81 | -0.81% | 上证当月连续 | 3003.6 | -0.07% | | 深证成指 | 13080.49 | -0.92% | 沪深当月连续 | 4569.6 | -0.44% | | 创业板指 | 3069.22 | -1.16% | 恒生期货指数 | 33452.43 | -1.72% | 宏观消息汇总 1。外交部介绍中日外交官会晤情况：中方再次向日方提出严正 交涉，下一步走向：日方必须立即收回错误言论 2.发改委：渝黔、湘粤、湘黔等5项电力互济工程近日正式获得 核准批复,我国跨区域电力互济能力将得到进一步提升 3. 中国人民银行北京市分行等12部门印发《金融支持北京市提 振和扩大消费的实施方案》 二、行业最新动态 hillities 2。上海电气(601727)：在可控核聚变产品方面已参与国内外多个 首台、重大类工程项目 3.英唐智控(300 ...

深圳的初冬还带着徐徐暖意，深圳宝安国际会展中心内更是热火朝天。 11月14日，第二十七届中国国际高新技术成果交易会（以下简称"高交会"）在这里盛大启幕，一场科技 与未来的技术盛宴火热上演。 近5000家企业齐聚一堂，实物展品比例超90%，从仿生机器人到无人机，从半导体到新能源，每一件展 品都在诉说着科技的魅力与力量。 首发首秀活动超过60场，首展展品占比达20%以上，全球首发的太空游项目等引爆观众热情，排队体验 队伍几乎挤爆展区。 高交会启幕当日，华夏基金便携手全景一同走进这"中国科技第一展"，并邀请了深信服AI应用首席专 家、AI应用负责人王军领，华夏基金资深研究员郑晓瑜，华夏基金高级策略分析师王强，财经大V、董 指导研究主理人董世敏，直击前沿技术风暴，深入探寻未来科技发展新机遇。 "国之重器"展：关键技术"自主可控"，迈向"制造强国" 走进9号馆"国之重器"展区，中国航天、国家电网、中国船舶等巨头齐聚一堂，展示着各自在关键技术 领域的最新突破。 "如今，我们在中国空间站、探月工程、深海探测、石油开采等方面，均取得了显著成就。"华夏基金高 级策略分析师王强表示。 会上，中国航天科技集团全球首发的太空游项目， ...

Core Insights - Huawei officially announced the launch of its new flagship smartphone series, the Mate 80, set to be released on November 25 [1] - The Mate 80 series is expected to feature the next-generation Kirin chip, promising significant performance improvements [1] - The device is likely to debut with HarmonyOS 6, which has made substantial progress in its development over the past year [1] Product Features - The Mate 80 series is rumored to return to a flat screen design, incorporating 3D facial recognition technology [1] - It is anticipated that the series will support side-mounted fingerprint recognition [1]

Group 1 - Huawei's new flagship model, the Mate 80 series, is officially announced and will be released on November 25 [1] - The Mate 80 series is expected to feature the new generation Kirin chip, significantly enhancing performance, and will likely debut with the HarmonyOS 6, which has made substantial progress in its development over the past year [3] - The Mate 80 series is rumored to return to a flat screen design, incorporating 3D facial recognition and side fingerprint recognition [4]

Core Viewpoint - The 27th China International High-Tech Achievements Fair (CIHTAF) will be held from November 14 to 16, 2025, in Shenzhen, showcasing China's advancements in high technology and innovation [1][2]. Group 1: Event Overview - The CIHTAF has been held annually since 1999, marking its 27th edition this year, and has become a significant platform for showcasing China's high-tech achievements [2]. - The event will feature an exhibition area of 400,000 square meters, with 22 specialized exhibition zones focusing on key sectors such as artificial intelligence, semiconductors, and commercial aerospace [4]. - It is expected to attract over 450,000 professional visitors [4]. Group 2: Key Themes and Focus Areas - The fair will highlight major technological achievements from state-owned enterprises, including the global launch of China's space tourism project by the China Aerospace Science and Technology Corporation [4]. - The event will emphasize the integration of technology and industry, particularly in strategic emerging industries like AI and renewable energy [4][6]. - A "136" plan will be implemented to enhance trade, aiming for 10% international buyers, 30% provincial buyers, and 60% out-of-province buyers [5]. Group 3: International Participation and Activities - The fair will host over 30 domestic and international delegations, including regions like Hong Kong and countries such as Germany and Singapore [4]. - More than 200 activities will take place during the event, including professional forums and product launches, aimed at fostering international cooperation in technology [5]. Group 4: Economic and Innovation Impact - Shenzhen's R&D investment reached 223.66 billion yuan in 2023, accounting for 6.46% of its GDP, positioning it as a leader in national innovation efforts [6]. - The fair serves as a critical link between technology and capital, facilitating the growth of high-tech enterprises and contributing to Shenzhen's development as a global innovation hub [7].

Group 1 - The 27th High-Tech Fair will be held from November 14 to 16 at the Shenzhen International Convention and Exhibition Center, with an expected exhibition area of 400,000 square meters and over 200 professional events, attracting more than 450,000 professional visitors [1] - Key focus areas include major national equipment, with the China Aerospace Science and Technology Corporation launching the Chinese space tourism project, alongside over 40 central and state-owned enterprises showcasing significant national equipment technologies and products [1] - The fair will highlight advancements in the HarmonyOS and Kirin chip systems, with companies like Harmony Ecosystem Service Company and Guangming Laboratory presenting their latest innovations in open-source Harmony technology and domestic AI ecosystems [1] Group 2 - The event will emphasize breakthroughs in high-tech, selecting cutting-edge technologies and products to promote the transformation of scientific achievements into new productive forces, with nearly 5,000 enterprises expected to showcase their latest technologies and products [2] - Over 90% of the exhibits will be physical products, with more than 60 events planned for product launches and roadshows, and over 20% of the exhibits will be debuting at the fair [2]

Group 1 - The 27th China International High-Tech Achievements Fair (High-Tech Fair) will be held from November 14 to 16, 2023, at the Shenzhen International Convention and Exhibition Center, with an exhibition area of 400,000 square meters and over 200 professional activities planned [1][2] - The fair will focus on four dimensions: national key equipment, specialized topics, industrial chain integration, and regional and national participation, featuring over 40 central and state-owned enterprises and more than 30 countries and regions [2][3] - The fair aims to promote transactions with a "136" plan, targeting 10% international buyers, 30% provincial buyers, and 60% out-of-province buyers, and will include an international investment negotiation area [3][4] Group 2 - Nearly 5,000 enterprises are expected to showcase their latest technologies and products, with over 90% of exhibits being physical products, and more than 60 launch and roadshow events planned [4][5] - The fair will facilitate regional cooperation with a dedicated area for regional economic and technological innovation achievements, attracting over 10 cities and counties, and will feature a "Belt and Road" international cooperation exhibition area [5]

Core Viewpoint - The 27th High-Tech Fair will showcase significant advancements in Chinese technology, including Harmony OS, Kirin chips, Ascend AI, and domestic semiconductor innovations, alongside the global launch of China's space tourism project by the Aerospace Science and Technology Corporation [1][2]. Group 1: Event Overview - The total exhibition area for the 27th High-Tech Fair is expected to reach 400,000 square meters, featuring 22 specialized exhibition areas, with an anticipated attendance of over 450,000 professional visitors [1]. - Nearly 5,000 enterprises will present their latest technologies, products, and achievements, with physical products expected to account for over 90% of the exhibits [2]. Group 2: Focus Areas - The fair will emphasize key common technologies, modern engineering technologies, and disruptive technological innovations, particularly in strategic emerging industries such as artificial intelligence, semiconductors, low-altitude and aerospace, and new energy [1][2]. - The event will highlight the achievements of companies and research institutions in the ICT and software sectors, showcasing the latest results of the Harmony ecosystem and domestic AI technologies [1]. Group 3: Business and Investment Opportunities - The fair will implement a "136" plan to promote transactions, with international buyers making up 10%, domestic buyers 30%, and external buyers 60% of the total [2]. - Notable international investment institutions such as Morgan Stanley, JPMorgan, Goldman Sachs, Sequoia Capital, Bain Capital, and Saudi sovereign funds will be invited to the fair to seek partnerships and projects [2].

Group 1 - The 27th High-Tech Fair will showcase significant Chinese technological innovations, including Harmony OS, Kirin chips, Ascend AI, and HiSilicon semiconductors, marking their first collective appearance [1] - The exhibition area is expected to reach 400,000 square meters, with over 450,000 professional visitors anticipated [1] - Key sectors highlighted include artificial intelligence, semiconductors, low-altitude economy, and commercial aerospace, with companies like Honor, Yingshi Innovation, and Kobot participating [1] Group 2 - The Aerospace Science and Technology Group will globally launch China's space tourism project at the fair, focusing on commercial space exploration and economic layout [2] - Approximately 5,000 enterprises are expected to showcase their latest technologies and products, with over 90% being physical products [2] - The fair will implement a "136" plan to enhance transaction facilitation, with international buyers making up 10%, provincial buyers 30%, and out-of-province buyers 60% [2] - An international investment negotiation area and an international buyer matching area will be established, inviting renowned investment institutions like Morgan Stanley and Goldman Sachs to connect with enterprises [2]

Core Points - The 27th High-Tech Fair will be held from November 14 to 16 in Shenzhen, showcasing the latest achievements and trends in high-tech from both domestic and international sources, aiming to facilitate global high-tech transactions and the application of new technologies [1][4] - The exhibition will cover a total area of 400,000 square meters with 22 specialized exhibition areas and is expected to attract over 450,000 professional visitors [4][5] - A notable highlight will be the global launch of China's space tourism project by the China Aerospace Science and Technology Corporation [5] Group 1: Exhibition Details - The fair will feature 22 specialized exhibition areas, including major equipment, artificial intelligence, semiconductors, consumer electronics, and low-altitude economy [4][5] - Over 200 professional activities will be held concurrently, including forums, product launches, and procurement matchmaking events [7][10] - The fair aims to achieve a high level of marketization, with over 90% of exhibits being physical products and more than 20% of exhibits being launched for the first time [10][11] Group 2: Focus Areas - The fair will focus on four dimensions: national key equipment, specialized topics, industrial chain integration, and regional and national participation [5][6] - Key exhibitors will include over 40 central and state-owned enterprises, showcasing significant technologies and products [5] - The event will also feature international participation from over 30 countries and regions, including Russia, Germany, and Singapore [5][12] Group 3: Transaction Promotion - The fair will implement a "136" plan, targeting 10% international buyers, 30% provincial buyers, and 60% out-of-province buyers [6] - An international investment negotiation area and an international buyer matching area will be established to facilitate transactions [6][7] - The expected transaction volume is anticipated to reach new heights, with participation from renowned investment institutions and companies [7][10] Group 4: Support for High-Tech Development - The fair aims to support the transformation of high-tech achievements into new productive forces, with a focus on high-quality projects [11][15] - Various procurement matchmaking areas will be set up to enhance international cooperation and facilitate supply-demand transactions [12][15] - The event will also promote regional cooperation, featuring a special area for economic and technological innovation achievements [12][15]