【机构观点】思瑞浦汽车级高压精密放大器批量出货点评
事件：公司官方公众号披露，思瑞浦汽车级高压精密放大器TPA1882Q-VR-S现已批量出货，质量和可靠性符合IATF16949和AEC-Q100标准，可提供全套PPAP交付件。
点评：公司在车轨领域已经耕耘多年，包括整个车规体系建设等布局，公司目前已经正式实现车载精密放大器产品批量出货。之前交流公司提到未来在每个产品线都会推出相应车规产品，包括接口产品以及其他模拟IC等将会不断送样验证并努力实现批量供货。随着汽车智能化电动化趋势，预计单车模拟IC价值量超过100美金，全球合计接近百亿美金规模基本被国外巨头瓜分，思瑞浦切入车载模拟IC，彰显了公司不做红海产品以及往高端应用拓展的决心，提升公司的业务边界、盈利能力以及长期发展天花板，也验证了公司核心成长逻辑在于新领域、新产品和新客户开拓，持续重点推荐。
风险提示：下游需求不及预期，新产品研发不及预期。
免责声明：本文不作为投资依据。
事件：公司官方公众号披露，思瑞浦汽车级高压精密放大器TPA1882Q-VR-S现已批量出货，质量和可靠性符合IATF16949和AEC-Q100标准，可提供全套PPAP交付件。
点评：公司在车轨领域已经耕耘多年，包括整个车规体系建设等布局，公司目前已经正式实现车载精密放大器产品批量出货。之前交流公司提到未来在每个产品线都会推出相应车规产品，包括接口产品以及其他模拟IC等将会不断送样验证并努力实现批量供货。随着汽车智能化电动化趋势，预计单车模拟IC价值量超过100美金，全球合计接近百亿美金规模基本被国外巨头瓜分，思瑞浦切入车载模拟IC，彰显了公司不做红海产品以及往高端应用拓展的决心，提升公司的业务边界、盈利能力以及长期发展天花板，也验证了公司核心成长逻辑在于新领域、新产品和新客户开拓，持续重点推荐。
风险提示：下游需求不及预期，新产品研发不及预期。
免责声明：本文不作为投资依据。
【神舟十二号航天员乘组返回后首次与公众正式见面】The three astronauts of China's Shenzhou-12 crewed mission met the press on Tuesday, the first such appearance since their initial recovery after returning to Earth in September.
At the press conference held at the Astronaut Center of China in Beijing, Jing Haipeng, head of the Astronaut Corps of the Chinese People's Liberation Army, introduced the Shenzhou-12 crew's recovery and follow-up plans.
According to Jing, the recovery following the astronauts' return to Earth has three stages: quarantine, recuperation and observation. So far, the crew has completed the second stage. They are emotionally stable and in a good psychological condition, their weight is at the same level as before the flight, and they have further restored their muscle strength, endurance and cardio functions.
Jing said the three astronauts have entered the observation stage and will resume their regular training after completing the health assessment.
Nie Haisheng, who has flown into space three times, is China's first astronaut to stay in space for more than 100 days. He said that he would transform his achievements and honors into greater motivation and passion, and he would not give up on his aims due to aging.
Liu Boming is the country's first astronaut to complete extravehicular activities (EVA) twice. He said he was more calm and confident about his second EVA during the Shenzhou-12 mission, and he believes that Chinese people will leave more footprints in space.
The Shenzhou-12 mission was Tang Hongbo's first visit to space. He said he is ready to go back.
Launched on June 17, Shenzhou-12 sent astronauts to China's space station core module Tianhe, where they lived for three months, the longest time Chinese astronauts have spent in space so far. The three returned to Earth safely on Sept. 17. (Xinhua)
At the press conference held at the Astronaut Center of China in Beijing, Jing Haipeng, head of the Astronaut Corps of the Chinese People's Liberation Army, introduced the Shenzhou-12 crew's recovery and follow-up plans.
According to Jing, the recovery following the astronauts' return to Earth has three stages: quarantine, recuperation and observation. So far, the crew has completed the second stage. They are emotionally stable and in a good psychological condition, their weight is at the same level as before the flight, and they have further restored their muscle strength, endurance and cardio functions.
Jing said the three astronauts have entered the observation stage and will resume their regular training after completing the health assessment.
Nie Haisheng, who has flown into space three times, is China's first astronaut to stay in space for more than 100 days. He said that he would transform his achievements and honors into greater motivation and passion, and he would not give up on his aims due to aging.
Liu Boming is the country's first astronaut to complete extravehicular activities (EVA) twice. He said he was more calm and confident about his second EVA during the Shenzhou-12 mission, and he believes that Chinese people will leave more footprints in space.
The Shenzhou-12 mission was Tang Hongbo's first visit to space. He said he is ready to go back.
Launched on June 17, Shenzhou-12 sent astronauts to China's space station core module Tianhe, where they lived for three months, the longest time Chinese astronauts have spent in space so far. The three returned to Earth safely on Sept. 17. (Xinhua)
「海合网早读报」2021年12月8日星期三，航运资讯，尽在海合网公众号
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【财联社】国际评级机构穆迪（Moody ' s）周一将其对全球航运业的展望从“积极”下调为“稳定”，但指出该行业仍将比新冠疫情导致供应中断之前更加强劲。穆迪在报告中表示，航运业的市场状况“依然稳健”，但未来12-18个月不太可能比当前更好。“集装箱和干散货船的收益处于创纪录水平；然而，我们预计收益将从2021年的峰值下滑，但仍将保持高位，”穆迪副总裁兼高级分析师丹尼尔·哈利德 （Daniel Harlid）表示。“尽管如此，明年有限的新船交付将有助于运费保持在较高的水平。”
【证券时报网】12月6日晚间，珠海港（000507.SZ）发布公告称，拟公开参与竞拍珠海港弘码头有限公司（港弘码头）100%股权，交易金额预计不超过11.96亿元。港弘码头设计年吞吐能力为1500万吨，其100%股权由珠海港控股股东珠海港控股集团及其全资子公司珠海港航经营有限公司合计持有。
【中国船舶经研中心】在全球加快推进碳中和的时代背景下，日本积极布局新能源产业，提出了“2028年投放全球首艘零排放船、2050年实现零排放”的发展目标。今年以来，日本船企主要从氢能、氨能、海上风电三个新能源产业方向进行布局。氢能方面，川崎重工是日本最早布局氢能产业务的造船企业，推出了全球首艘液化氢运输船和大型液化氢船货物围护系统，计划将氢能业务作为未来重要的经济增长点，目标2030年氢能业务收入达到1200亿日元。氨能方面，三菱重工投资分布式绿氨制造技术公司，开始布局氨能产业；今治造船将建造氨燃料船，并与欧美海事机构合作制定安全使用氨气的标准规范。海上风电方面，由于经济溢出效应巨大，日本估计相关业务规模将达到数千亿日元，日本联合造船已经计划进入海上浮式风电场业务领域。
[互粉][互粉][互粉][互粉][互粉]
【财联社】国际评级机构穆迪（Moody ' s）周一将其对全球航运业的展望从“积极”下调为“稳定”，但指出该行业仍将比新冠疫情导致供应中断之前更加强劲。穆迪在报告中表示，航运业的市场状况“依然稳健”，但未来12-18个月不太可能比当前更好。“集装箱和干散货船的收益处于创纪录水平；然而，我们预计收益将从2021年的峰值下滑，但仍将保持高位，”穆迪副总裁兼高级分析师丹尼尔·哈利德 （Daniel Harlid）表示。“尽管如此，明年有限的新船交付将有助于运费保持在较高的水平。”
【证券时报网】12月6日晚间，珠海港（000507.SZ）发布公告称，拟公开参与竞拍珠海港弘码头有限公司（港弘码头）100%股权，交易金额预计不超过11.96亿元。港弘码头设计年吞吐能力为1500万吨，其100%股权由珠海港控股股东珠海港控股集团及其全资子公司珠海港航经营有限公司合计持有。
【中国船舶经研中心】在全球加快推进碳中和的时代背景下，日本积极布局新能源产业，提出了“2028年投放全球首艘零排放船、2050年实现零排放”的发展目标。今年以来，日本船企主要从氢能、氨能、海上风电三个新能源产业方向进行布局。氢能方面，川崎重工是日本最早布局氢能产业务的造船企业，推出了全球首艘液化氢运输船和大型液化氢船货物围护系统，计划将氢能业务作为未来重要的经济增长点，目标2030年氢能业务收入达到1200亿日元。氨能方面，三菱重工投资分布式绿氨制造技术公司，开始布局氨能产业；今治造船将建造氨燃料船，并与欧美海事机构合作制定安全使用氨气的标准规范。海上风电方面，由于经济溢出效应巨大，日本估计相关业务规模将达到数千亿日元，日本联合造船已经计划进入海上浮式风电场业务领域。
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