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开盘:三大指数集体低开 稀土永磁板块跌幅居前
Xin Lang Cai Jing· 2025-10-16 02:10
4、国家发改委等部门印发通知,到2027年底,在全国范围内建成2800万个充电设施;高速公路服务区(含停车区)新建 改建4万个60千瓦以上"超快结合"充电枪。 10月16日消息,三大指数集体低开,稀土永磁板块跌幅居前。截至今日开盘,沪指报3900.68点,跌0.29%;深成指报 13064.26点,跌0.42%;创指报3008.37点,跌0.58%。 消息面: 1、十四届全国人大常委会第五十一次委员长会议15日上午在北京人民大会堂举行。赵乐际委员长主持会议。会议决定, 十四届全国人大常委会第十八次会议10月24日至28日在北京举行。 2、据央行初步统计,2025年前三季度社会融资规模增量累计为30.09万亿元,比上年同期多4.42万亿元。9月末,广义货币 (M2)余额335.38万亿元,同比增长8.4%。前三季度人民币贷款增加14.75万亿元。 3、据报道,欧盟正考虑迫使中国公司向欧洲公司移交技术,外交部发言人林剑对此表示,作为原则,中方支持中欧企业 基于市场原则开展贸易投资合作,实现互利共赢,反对违反世贸组织规则,强制技术转让,反对干预企业的正常生产经营活 动,反对以提升竞争力为名,采取保护主义歧视性做法。 ...
财联社10月16日早间新闻精选
Sou Hu Cai Jing· 2025-10-16 00:28
Group 1 - The People's Bank of China reported that the cumulative increase in social financing scale for the first three quarters of 2025 reached 30.09 trillion yuan, an increase of 4.42 trillion yuan compared to the same period last year [2] - The broad money (M2) balance at the end of September was 335.38 trillion yuan, with a year-on-year growth of 8.4% [2] - The increase in RMB loans for the first three quarters was 14.75 trillion yuan [2] Group 2 - The European Union is considering forcing Chinese companies to transfer technology to European firms, with China's Foreign Ministry opposing such measures as violations of WTO rules [3] - The National Development and Reform Commission announced plans to build 28 million charging facilities nationwide by the end of 2027, including 40,000 "super fast combined" charging guns in highway service areas [4] Group 3 - The Ministry of Industry and Information Technology met with Apple's CEO Tim Cook to discuss Apple's business development in China and cooperation in the electronic information sector [5] - The State Post Bureau emphasized the importance of the postal and express delivery industry in modern logistics during a recent inspection in Shanghai [6] Group 4 - The National Bureau of Statistics announced the establishment of seven national digital economy innovation development pilot zones, with 158 reform measures focusing on market-oriented data element allocation and deep integration of technology and industry [7] Group 5 - New Kai Lai's subsidiary Qi Yun Fang launched a domestically produced EDA industrial software at the Bay Area Semiconductor Industry Ecological Expo [8] - Wan Li Yan, a subsidiary of New Kai Lai, announced the release of a new generation of ultra-high-speed real-time oscilloscopes at the "2025 Bay Chip Exhibition" [9] Group 6 - Sanhua Intelligent Control announced that recent rumors regarding large robot orders were untrue [10] - Junpu Intelligent announced plans to raise no more than 1.161 billion yuan for smart robot R&D and industrialization projects [11] - Yangyuan Beverage announced a capital increase of 1 billion yuan to private equity fund Quan Hong Investment [11] Group 7 - Chip Origin announced plans to acquire control of Zhudian Semiconductor [12] - Nair announced plans to acquire at least 51% of Feilai Testing [12] Group 8 - Shuo Bei De announced a projected net profit increase of 2837%-3204% for the third quarter [13] - Guanghua Technology reported a 1234% year-on-year increase in net profit for the first three quarters [13] - Haiguang Information announced a third-quarter net profit of 760 million yuan, a 13% year-on-year increase [13] - Zhongke Shuguang reported a 24% year-on-year increase in net profit for the first three quarters [13] - Tailin Micro announced a projected net profit increase of 118% for the first three quarters [13] Group 9 - Dingsheng Technology signed a strategic cooperation framework agreement with Boyuan Co., aiming to collaborate on solid-state lithium battery material technology [14] - Tianpu Co. announced the completion of its suspension for verification and will resume trading on the 16th [15] - *ST Zhengping announced the completion of its suspension verification and will resume trading [15] Group 10 - Demingli announced that its second-largest shareholder plans to reduce holdings by no more than 1.32% [16] - Huizhiwei announced that its second-largest shareholder plans to reduce holdings by no more than 1% [16] - Huada Jiutian reported that its fourth-largest shareholder reduced holdings by 2.7147 million shares from September 15 to October 15 [16] - Western Gold announced that its second-largest shareholder plans to reduce holdings by no more than 18.22 million shares [16] Group 11 - Guoguang Chain reported a third-quarter net loss of 8.41 million yuan, marking a shift to a loss compared to the previous year [17] Group 12 - The three major U.S. stock indices closed mixed, with the Dow down 0.04%, the Nasdaq up 0.66%, and the S&P 500 up 0.4% [18] - The Nasdaq Golden Dragon China Index rose by 1.7%, with most popular Chinese concept stocks increasing [18] Group 13 - Federal Reserve Governor Milan stated that the divergence in policy views among colleagues is more about the pace of interest rate cuts rather than the final target [19] - U.S. Treasury Secretary Bessent emphasized the need for the Federal Reserve to use quantitative easing cautiously and not to reduce its balance sheet or abandon a robust reserve system [20] Group 14 - COMEX gold futures rose by 1.48% to $4224.9 per ounce, while COMEX silver futures increased by 3.76% to $52.525 per ounce, both reaching new closing highs [21]
实探“人气王”新凯来:展台前人山人海,“中国芯”迎新突破
Nan Fang Du Shi Bao· 2025-10-15 08:38
此前深圳市发改委主任郭子平预告的"意想不到的惊喜",在2025湾区半导体产业生态博览会(湾芯展) 上揭晓。10月15日,在开幕日当天,南都湾财社记者现场直击,作为"惊喜"主角的国产半导体设备厂商 新凯来,其展台一开馆便成为全场"顶流",被观众围得水泄不通。 然而,与外界期待不同,新凯来此次并未发布新品,而是由旗下子公司"接棒":启云方发布国产EDA工 业软件,万里眼则重磅首发带宽突破90GHz的超高速实时示波器。 从"专啃硬骨头"的设备母厂,到填补"卡脖子"空白的硬核子公司,新凯来正以"母体占位,尖兵破局"的 策略,为中国半导体产业链带来系统性突破。 记者在现场看到,新凯来此次展出的产品阵容与此前在上海半导体设备展基本一致,包括以"普陀 山""武夷山""天门山"等中国名山命名的16款工艺装备与量检测装备,但现场仅为模型和图片展示,并 未见到此前备受关注的光刻机。展台工作人员也向记者确认:"没有接到新品发布的通知,本次参展 (母公司)不会有新品发布。" 母公司层面"按兵不动",并未削减业界的关注热情。一位不愿具名的业内人士在现场接受南都湾财社记 者采访时表示:"新凯来就是专做国内供应商啃不动的'硬骨头'。国内都 ...