全球尺度最大"海上化工厂"中国造 除了造船业"三颗明珠"，海洋工程装备也是体现国家制造和技术领域能力的重要方面，妥妥的大国重 器。"十四五"期间，我国海洋装备领域的突破进展引人瞩目，为海洋产业高质量发展带来重要支撑。浮 式生产储卸油船是集油气生产、加工、储存与外运功能于一体的大型海洋工程装备。就在前不久，中船 集团大连造船交付了全球领先的M350型浮式生产储卸油船。M350型浮式生产储卸油船，可以称得上 是"海上巨无霸"。总长达350米，舷宽64米，空船重量接近9万吨，排水量超过46万吨，是目前现有浮式 生产储卸油船中尺度最大的一款。 我国建成世界最大充电网络，新能源车1秒充1公里已成现实 我国建成世界上数量最多、服务车型最广、覆盖面积最大的充电设施网络。 2025年8月底，全国充电设 施数量已达1734.8万个，也就是每5辆车就有2个充电桩。高速公路建成充电设施超4万个，是五年前的5 倍。此外，97%的县城以及80%的乡镇配建了公共充电设施。全国大功率充电设施已达到3.7万台。一秒 充一公里成为现实，慢充智能化技术得到广泛推广，预约充电、充低谷电已经成为车主充电的习惯。 油价或迎年内第八降 10月13日，国 ...

Group 1 - Wintech's semiconductor assets have been frozen by the Dutch government, requiring adjustments to assets and intellectual property for one year [2][4] - The Dutch court has implemented emergency measures, including suspending the CEO position of Zhang Xuezheng at Nexperia, a subsidiary of Wintech [4] - Wintech's Nexperia is projected to generate approximately 14.7 billion RMB in revenue for 2024 [4] Group 2 - Haier Group has signed a comprehensive strategic cooperation agreement with Alibaba to enhance AI collaboration, aiming to accelerate AI innovation in the industry [5] Group 3 - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which may increase vulnerability to cyberattacks for users [6] - Users are encouraged to upgrade to Windows 11 as the functionality of some applications may diminish over time [6] Group 4 - John Ternus, Senior Vice President of Hardware Engineering at Apple, is considered a leading candidate to succeed CEO Tim Cook, who will turn 65 on November 1 [7] - Ternus was entrusted with the introduction of the iPhone Air at Apple's annual developer conference in September [7] Group 5 - Analyst Ming-Chi Kuo reports that the price of the foldable iPhone hinge is expected to drop to approximately $70-80, significantly lower than the previously anticipated $100-120 [9] - The reduction in price is attributed to assembly design optimization and the involvement of Foxconn, which, along with New Japan Radio, holds a combined market share of about 65% for the foldable iPhone hinges [9] Group 6 - xAI is developing a "world model" for use in video games and robotics, having recruited researchers from Nvidia to assist in this project [10][13] - The "world model" aims to internally reconstruct and predict environmental changes, enhancing AI's ability to simulate the evolution of the world [13] Group 7 - Nvidia CEO Jensen Huang has sold 225,000 shares of the company, cashing out over $42.8 million in early October, bringing his total sales for the month to over $113 million [14] Group 8 - Warner Bros Discovery has rejected an initial acquisition proposal from Paramount Skydance, citing the offer of approximately $20 per share as too low [15] - Warner Bros' stock closed at $17.10 per share, giving it a market capitalization of $42.3 billion [15] Group 9 - MKS Instruments is considering the sale of its $1 billion specialty chemicals division to focus on supplying chip manufacturers [16] - The company provides critical advanced manufacturing equipment in the semiconductor supply chain, with clients including TSMC and Applied Materials [16] Group 10 - The "Top Ten Global Engineering Achievements of 2025" have been published, including notable projects such as the Perseverance Mars Rover and the Euclid Space Telescope [17]

【#Win10系统即将停服#】据报道，美国微软公司将于10月14日起，停止对Windows 10系统提供安全更 新和技术支持，这意味着大量用户的电脑可能更容易遭到网络攻击。微软表示，虽然安装Windows 10 系统的设备还可继续运行，但将不再接受定期的安全更新，同时部分应用程序的功能可能会减弱。另 外，微软还建议用户尽快升级到Windows 11系统。 ...

（注：我们会对线索进行核实。您的隐私将严格保密。） 2025.10. 13 推荐阅读 本文字数：380，阅读时长大约1分钟 微信编辑 | 七三 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 据央视财经综合《新西兰先驱报》等媒体10月12日报道，美国微软公司将于10月14日起，停止对 Windows 10系统提供安全更新和技术支持，这意味着大量用户的电脑可能更容易遭到网络攻击。 微软表示，虽然安装Windows 10系统的设备还可继续运行，但将不再接受定期的安全更新，同时部 分应用程序的功能可能会减弱。另外，微软还建议用户尽快升级到Windows 11系统。 但实际上，一些旧电脑并不符合运行新系统的硬件要求。因此，这些用户要不选择更换设备，要不就 要花30美元或1000个微软奖励积分来注册微软的扩展安全更新程序，该程序可帮助降低恶意软件攻 击和网络安全威胁的风险。 得力集团辞退跛脚员工，CEO留言致歉 ...

（原标题：美威胁对华加征关税，商务部回应；Windows 10即将"停服"！｜南财早新闻） 今日关注 1、国内成品油将开启新一轮调价窗口。 2、本周，共有5只新股申购，分别为主板超颖电子、马可波罗、科创板的必贝特、西安奕材、禾元生 物。 2、2025年IMF和世界银行秋季年会将于10月13日至18日召开。 3、中国外汇交易中心优化"互换通"运行机制，10月13日起每日净限额将提至450亿元。 宏观经济 1、就美方日前宣布将对中方加征100%关税，商务部12日表示：美方行为严重损害中方利益，严重破坏 双方经贸会谈氛围，中方对此坚决反对。中方立场是一贯的，我们不愿打，但也不怕打。 2、日前，市场监管总局就对高通公司立案调查事介绍详情：高通公司在未进行申报、也未作任何沟通 的情况下完成收购。在相关事实清楚、证据确凿的基础上，市场监管总局依法对其进行立案调查。 3、国家邮政局数据显示，截至10月11日，今年以来我国快递业务量已突破1500亿件，比2024年达到 1500亿件提前了37天。 4、香港特区立法会指出，截至2024年，已有近10万名65岁及以上香港老人选择在广东省定居，广州、 佛山、中山等大湾区内地城市，是 ...

Group 1 - Counterpoint Research reports that global PC shipments are expected to grow by 8.4% year-on-year in Q2 2025, marking the largest increase since the peak demand during the pandemic in 2022 [1] - The growth in Q2 2025 is attributed to the countdown to the end of Windows 10 support, the rise of AI PCs, and early inventory purchases due to anticipated changes in tariff policies [1] - Major companies such as Lenovo, Apple, and ASUS have seen their shipment volumes increase by over 10%, further solidifying their dominant positions in the global market [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 51.02% of the index, including companies like Luxshare Precision, SMIC, and BOE Technology Group [2] - The CSI Consumer Electronics Theme Index tracks 50 publicly listed companies involved in component production and consumer electronics brand design and manufacturing [2] - The Consumer Electronics ETF closely follows the CSI Consumer Electronics Theme Index, with various fund options available for investors [2]

Core Insights - The global PC shipment volume is expected to grow by 8.4% year-on-year in Q2 2025, marking the largest increase since the peak demand during the pandemic in 2022 [1] - The growth is driven by the end of support for Windows 10, the rise of AI PCs, and early procurement due to anticipated changes in tariff policies [1] - Major companies like Lenovo, Apple, and Asus have seen shipment increases exceeding 10%, further solidifying their dominance in the global market [1] Industry Challenges - Uncertainty surrounding U.S. tariff policies has led many original equipment manufacturers (OEMs) to adopt a "wait-and-see" approach [1] - Ongoing concerns about tariffs are prompting OEMs to adjust their manufacturing locations, which may pose significant obstacles to PC shipment volumes in 2025 [1]

Core Viewpoint - The global PC market experienced a significant growth in Q1 2025, with total shipments reaching 62.7 million units, a year-on-year increase of 9.4%, driven by preemptive shipping strategies by OEMs ahead of new tariff implementations [1][3]. Group 1: Market Performance - In Q1 2025, notebook shipments (including mobile workstations) reached 49.4 million units, up 10% year-on-year, while desktop shipments (including desktop workstations) totaled 13.3 million units, reflecting an 8% increase [1]. - Lenovo maintained its leading position in the global PC market with shipments of 15.2 million units, achieving an 11% growth. HP followed with 12.8 million units, growing 6% year-on-year. Dell's shipments rebounded to 9.5 million units, marking a 3% increase, while Apple saw a strong 22% growth, reaching 6.5 million units [3][4]. Group 2: Tariff Impact and OEM Strategies - The increase in shipments was largely attributed to OEMs accelerating their shipping schedules to the U.S. market in response to the first round of tariff policies announced by the Trump administration. This proactive approach allowed manufacturers to stock up before cost increases due to tariffs [1][3]. - As new tariffs are set to take effect, OEMs are expected to continue diversifying production away from China to mitigate cost pressures. By the end of 2025, it is anticipated that most PC manufacturers will have shifted their U.S. market shipments to production outside of China [3][4]. - HP's CEO Enrique Lores indicated that by the end of this year, 90% of HP's products sold in the U.S. will be produced outside of China, highlighting the ongoing shift in production strategies among major OEMs [3]. Group 3: Consumer Demand and SMB Challenges - The impact of tariffs on consumer demand is expected to become more pronounced, as rising prices for various goods will force consumers to weigh their spending on more expensive PCs against other daily expenses [1]. - Small and medium-sized businesses (SMBs) may face pressure to delay their device upgrades before Windows 10 reaches its end of service in October 2025. A survey indicated that 14% of SMB partners were unaware of the impending end of service, while 21% knew but had no upgrade plans [1].