美团、京东最新动作。 8月5日，美团宣布，即日起，正式启动中小商户发展扶持计划，向中小商户发放助力金，支持更多餐饮小店实现稳定增长。预计到今年年底，美团助力金 将新增覆盖超10万家餐饮小店，单店助力金最高5万元。 京东则发力线下折扣超市。8月5日，证券时报记者从京东方面获悉，8月份京东将在江苏宿迁、河北涿州两地五店同开，落地京东折扣超市。与目前行业 内已有的小店型、SKU（最小存货单位 ）少的折扣超市不同，京东折扣超市依靠供应链优势，采取大店型、多SKU的运营模式，首个涿州京东折扣超市 门店面积达5000㎡，精选超5000款高性价比的民生商品，价格将普遍低于市场常规售价。 据介绍，京东折扣超市是国内首个大型折扣超市业态。早在一年前，京东华冠折扣超市就率先在北京进行了试点，分别在去年6月份和12月份在房山开出 两家门店，并提供线下选购与线上便捷下单的双重服务，消费者既可在门店直观感受商品即时提货，也可通过京东APP等线上秒送入口轻松下单。 京东折扣超市在开设的区域、门店面积、SKU数量、线下运营优势上与目前行业内已有的折扣超市均不相同，最核心的不同就是京东供应链上的优势，京 东高效的产地直采以及京东自有品牌，同 ...

从官网信息来看，盒马X会员店在南京、苏州、北京和上海有线下门店。不过，7月29日，盒马X会员店 北京世界之花门店的公告显示，该店将于7月31日停止营业；同在7月31日，盒马X会员店的苏州相城 店、南京燕子矶店也停止营业。 多地盒马X会员店相继停业。 作为盒马打造的首个仓储式会员店，"盒马X会员店"上海浦东森兰店于2020年10月开业后，如今，宣告 即将停业。 官网信息显示，盒马如今的业态以盒马鲜生店、盒马X会员店、盒马邻里店和盒马奥莱店四类为主。如 今，盒马X会员店线下门店基本全部宣告停业。 线下门店悉数停业 据盒马X会员店上海浦东森兰店门店7月31日挂出的公告，因业务调整，该线下门店将于2025年8月31日 起停止营业，原配送范围内会员可在线上APP继续下单配送到家。 2020年10月，盒马旗下的首家X会员店于上海开业。这一独立于盒马鲜生的会员店新业态，被寄予厚 望，被视作推动盒马发展的"第二增长曲线"，且宣称其会员店业务以Costco（开市客）为对标对象。 盒马X会员店针对会员设置了不同等级，分为每年收费258元的黄金会员和每年收费658元的钻石会员。 通过收取会员费的方式，成功筛选出了以中产家庭和高端消 ...

Group 1 - Company is a leading player in China's fintech services, actively leveraging generative AI technology and focusing on AI application areas [1] - The company has successfully developed multiple AI Agent products, including the data AI product "Star ChatBI," which helps enterprises build a dedicated "digital decision-making think tank" [1] - By the first half of 2025, the Star ChatBI product has been successfully implemented in several city commercial banks and a major bank's branch, along with the successful deployment of AI marketing products in a large commercial bank branch [1] Group 2 - The China Academy of Information and Communications Technology (CAICT) recently released the "AI Agent Industry Map 1.0" at the 2025 Data Intelligence Conference, categorizing the industry into four main areas [2] - Company, along with major tech firms like Huawei, Tencent Cloud, Alibaba Cloud, and Ant Group, has been recognized in the "Industry Intelligent Agents - Financial Industry Intelligent Agents" core section, indicating broad recognition from national research institutions and the market in the AI Agent field [2]

脑机接口概念午后拉升，翔宇医疗一度直线冲击20%涨停。 午后A股有所走强，截至发稿，沪指涨幅扩大至0.8%，银行板块维持强势，板块个股全线飘红。 消息面上，根据IDC（国际数据公司）发布的数据，预计2025年至2029年，中国液冷服务器市场年复合增长率将达到约48%，2028年市场规模将达到约 162亿美元。 有媒体报道称，苹果公司正在与脑机接口公司合作开发"使用大脑信号操纵苹果设备"的技术标准。周一公布的一段展示视频，首次演示了这项技术的进 展。演示视频显示，一位渐冻症患者通过脑机设备成功实现用意念控制iPad操作，并展现应用脑机接口使用"快捷指令"等操作。 CPO、铜缆高速连接等算力硬件股探底回升，长芯博创、奕东电子涨超10%，深科达、工业富联、鑫科材料涨超5%，太辰光、长飞光纤、可川科技、仕 佳光子、致尚科技等跟涨。 消息面上，英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。 液冷服务器概念走强 午后液冷服务器概念再度活跃，淳中科技触及涨停，再创历史新高，硕贝德、飞荣达、铭利达、川润股份、工业富联、浪潮信息等个股走强。 脑机接口概念异动拉升 脑机接口概念异动，创新医疗涨停，翔宇医疗一度冲击20% ...

Core Viewpoint - Gold has been one of the best-performing assets this year, with a year-to-date increase of over 24%, despite a recent period of sideways movement. However, high gold prices have significantly reduced consumer purchasing power for gold jewelry, leading to a 28% year-on-year decline in gold jewelry consumption in China during the first half of the year [1][2]. Industry Summary - The total demand for retail gold investment and consumption in the first half of the year reached 518 tons, a year-on-year increase of 5%, with a monetary value of 371.8 billion yuan, marking the highest level on record. However, gold jewelry consumption dropped to 194 tons, a decrease of 28% year-on-year, while retail investment demand rose to 239 tons, up 26% year-on-year [3]. - Major jewelry brands like Chow Tai Fook and Lao Feng Xiang are accelerating their transformation efforts in response to weak gold jewelry consumption. This includes product innovation, channel optimization, and focusing on high-value products to seek breakthroughs [1][6][9]. - Chow Tai Fook reported a 3.3% decline in retail value in mainland China for the three months from April to June, with a reduction of 311 retail stores by the end of June. Similarly, Lao Feng Xiang and other brands have also seen a decrease in the number of stores [4][6]. - The gold jewelry industry is expected to continue consolidating, which may further suppress upstream demand. However, this trend could lead to a healthier market in the long run by eliminating underperforming stores and shifting focus towards the emotional value and design of jewelry [5][11]. - Despite the overall decline in gold jewelry consumption, Lao Pu Gold has shown significant growth, with expected revenue of 12 to 12.5 billion yuan in the first half of the year, representing a year-on-year increase of approximately 241% to 255% [6][7]. - Jewelry brands are adapting to changing consumer preferences by enhancing product design and focusing on cultural elements. For instance, Lao Feng Xiang is closely monitoring consumer habits and preferences to drive innovation and develop original design products [9][10]. - Chow Tai Fook has also seen positive results from its initiatives, with a 20.8% year-on-year increase in retail value for its gold products, and a shift in the retail value composition towards higher-priced products [10]. - Looking ahead, the gold jewelry industry may continue to face challenges from low consumer confidence and high gold prices, but seasonal improvements and potential monetary or fiscal policy support could provide some relief [11].

Core Viewpoint - Wenzhou Hongfeng has established a wholly-owned subsidiary, Wenzhou Hongfeng New Materials Research Institute, with an investment of 10 million RMB to enhance its R&D capabilities and create a comprehensive innovation ecosystem in the new materials sector [1][2]. Group 1: Establishment of New Materials Research Institute - The core objective of the new materials research institute is to concentrate efforts on overcoming key technologies and enhancing independent innovation capabilities in the new materials field [2]. - The research institute aims to build a "R&D - pilot test - industrialization" full-chain transformation system, facilitating the transition from a single material supplier to a diversified material solutions provider [2]. - The institute will leverage Wenzhou Hongfeng's technological advantages in new materials and promote efficient sharing of talent and R&D equipment [2]. Group 2: Focus Areas and Technological Advancements - The research institute will focus on high-performance ultra-thin lithium battery copper foil, solid-state battery copper foil, high-end copper foil for PCBs, semiconductor etching lead frame materials, electrical contact and functional composite materials, and high-precision hard alloys [2]. - The company aims to achieve breakthroughs in critical common technologies and "bottleneck" areas through systematic theoretical research and cutting-edge technology development [2]. Group 3: Market Position and Strategic Partnerships - Wenzhou Hongfeng has become one of the largest providers of electrical contact functional composite materials and comprehensive solutions in China, with some product technical indicators reaching international advanced levels [3]. - The company has successfully entered the supply chains of international giants such as Eaton, Schneider Electric, and Siemens, highlighting its market competitiveness [3]. - The recent inclusion of Wenzhou Hongfeng's customers in NVIDIA's updated partner list for the 800V DC power architecture underscores the company's strong market position in related fields [3]. Group 4: Industry Trends and Opportunities - The national push for the rapid development of strategic emerging industries such as new energy, 5G communication, data centers, and computing centers is creating significant opportunities for composite materials [4]. - The establishment of the new materials research institute will help the company better meet market demands and strengthen collaborations with ecosystem clients like NVIDIA [4].

辽宁检察机关依法对谭瑞松涉嫌贪污、受贿和内幕交易、泄露内幕信息案提起公诉。 据最高人民检察院消息，中国航空工业集团有限公司原党组书记、董事长谭瑞松涉嫌贪污、受贿和内幕 交易、泄露内幕信息案，由国家监察委员会、辽宁省朝阳市公安局分别调查、侦查终结，经最高人民检 察院指定，由辽宁省大连市人民检察院审查起诉。近日，大连市人民检察院已向大连市中级人民法院提 起公诉。 2018年5月，谭瑞松任中国航空工业集团有限公司董事长、党组书记，2023年3月卸任。 综合自：最高人民检察院、中央纪委国家监委网站、长安街知事 （文章来源：证券时报） 检察机关在审查起诉阶段，依法告知了被告人谭瑞松享有的诉讼权利，并讯问了被告人，听取了辩护人 的意见。检察机关起诉指控：被告人谭瑞松利用担任中国航空工业第二集团公司副总经理，中国航空工 业集团公司副总经理等职务上的便利，非法占有公共财物，数额特别巨大；利用担任哈尔滨东安发动机 （集团）有限公司副总经理、总经理，哈尔滨航空工业（集团）有限公司董事长，中国航空工业第二集 团公司副总经理，中国航空工业集团有限公司副总经理、总经理、董事长等职务上的便利，为他人谋取 利益，非法收受他人财物，数额特别 ...

近日，徐翔母亲郑素贞所持大恒科技（600288）股权拍卖引发市场关注。 2018年至今，李蓉蓉在宁波金海后勤服务有限责任公司（下称"金海后勤"）担任中层干部。据企查查， 金海后勤成立于2002年，注册资本760万元。金海后勤系宁波海关后勤管理中心全资子公司。宁波海关 后勤管理中心系宁波海关直属事业单位。 对于此次举牌大恒科技，李蓉蓉表示基于对上市公司长期投资价值的认可及未来发展前景的信心；在未 来12个月内没有持股变动计划；暂无在未来12个月内改变上市公司主营业务或者对上市公司主营业务作 出重大调整的计划。 根据大恒科技8月4日晚间披露，上述股权被8名投资人"分食" 。证券时报·e公司记者注意到，自然人李 蓉蓉成为最大"赢家"。 如中国新纪元有限公司耗资2.37亿元，拍下1800万股；王晓平、杨润中、傅泽远则分别耗资2.37亿元、 2.37亿元、2.28亿元；周正昌、黄鹂、华锦洲耗资均在亿元以上。 此次竞拍，李蓉蓉拿下2746万股，占上述司法拍卖股份比例的21.13%。竞买价格为13.17元/股，交易总 价3.62亿元。此次交易后，李蓉蓉持有大恒科技6.29%的股权，取代郑素贞成为大恒科技单一第一大股 东。 ...

Market Overview - The Shanghai Composite Index has once again surpassed the 3600-point mark, showing a strong performance in the A-share market, while the ChiNext Index has shown relative weakness [1][3] - As of noon, the Shanghai Composite Index rose by 0.53% to 3602.13, while the Shenzhen Component Index increased by 0.14% to 11056.69, and the ChiNext Index fell by 0.26% to 2328.36 [4] Sector Performance - In terms of sector performance, the PEEK materials concept saw significant gains, with stocks like Huami New Materials rising over 20%, and Xinhang New Materials hitting a 20% limit up [5][6] - Other sectors that performed well include comprehensive, steel, real estate, banking, and agriculture, while sectors such as computer, pharmaceutical, and communication saw declines [4] Notable Stocks - Huami New Materials experienced a rise of 20.23%, while Xinhang New Materials reached a limit up of 20% [6] - Nanjing Julong increased by 13.63%, and Zhongxin Fluorine Materials also hit a limit up [5][6] Convertible Bonds - The convertible bonds related to stocks that hit the 20% limit up also experienced similar gains, indicating strong investor interest [1][9] Hong Kong Market - In the Hong Kong market, Xindong Company saw a significant increase of over 26% during trading [2][12] - The company announced an expected revenue of no less than RMB 3.05 billion for the first half of the year, representing a year-on-year increase of approximately 37% [15] Financial Performance - Xindong Company also projected a net profit of no less than RMB 790 million for the same period, reflecting a year-on-year increase of about 215% [15] - The revenue growth is attributed to strong performance from self-developed games and improvements in advertising algorithms [15]

Military Industry - Military stocks experienced a collective surge, with the ground equipment sector leading the gains, and the sector index rising nearly 5%, reaching a 10-year high since July 2015, with half-day trading volume exceeding the previous day's total [2] - Changcheng Military Industry achieved three consecutive trading limits in four days, with a year-to-date increase of over 263%, while other stocks like Beifang Longzhong and Yinhe Electronics also saw significant gains [2] - The military-civilian integration, commercial aerospace, military informationization, and military trade concepts reached historical highs, with satellite navigation and drone sectors also hitting near 10-year peaks [2] Consumer Electronics - The consumer electronics sector showed strong performance, with the index rising over 2%, and stocks like Furi Electronics and Yidelong hitting trading limits shortly after opening [3] - Various sub-sectors, including foldable screens and Xiaomi concepts, reached historical highs, with wireless earphones and AI glasses also performing well [3] - Global shipments of smart glasses are projected to grow by 156% year-on-year in 2023 and by 210% in 2024, with expectations of maintaining over 60% annual compound growth rate from 2025 to 2029 [3] Hong Kong Market - Zhengqian Financial Holdings saw a significant rise upon resuming trading, with shares soaring over 571% at one point, and closing with a gain of over 256%, marking a 7-year high [4] - The company announced a debt settlement agreement with creditors, which includes the conditional capitalization of outstanding debts and the issuance of convertible bonds totaling HKD 17.9 billion [4] - If the convertible bonds are fully converted, the voting rights of the creditor group will increase from approximately 0.01% to about 71.36% [5]