人民财讯8月1日电，长江证券研报表示，近期政策密集提及整治"内卷式"竞争，并明确指向"治理企业 低价无序竞争，推动落后产能退出"。政策推动下的供给端出清，第一阶段行情起于政策预期，而行情 主升浪需行业格局改善配合。上一轮过剩主要集中在上游资源行业，而本轮主要集中在中下游行业。策 略应对上，可关注两条主线，一是本身供给端出清时间比较久，供需格局有望改善的行业如农业化工、 通用机械、零部件及元器件等。二是政策出清的如水泥、光伏等。 ...

作为小米、华为系等新能源车企地毯供应商，坤泰股份（001260）持续推进全球化战略步伐。7月31日 晚间，坤泰股份公告，拟通过全资子公司坤泰宏景有限公司在摩洛哥投资设立孙公司并设立生产基地， 投资总额不超过1亿元。 据公告，所设公司摩洛哥公司主营包括地毯、脚垫、汽车内饰的制造、销售，纺织品、塑料原料、金属 材料及制品的零售，货物及技术进出口业务。 坤泰股份表示，此次投资意在培育汽车地毯业务新的增长点，实施全球协同配套战略。此次在摩洛哥设 立面向欧洲市场的汽车地毯生产基地，旨在欧洲区域构建生产开发平台，促进汽车地毯的研产销，同时 建设欧洲地区的本地化服务网络，满足该公司拓展欧洲市场的战略发展需求。同时，将与国内生产基 地、墨西哥生产基地形成全球三大汽车市场国内外协同发展、资源优化配置的新格局，对长期发展和战 略布局具有积极影响。 今年6月，坤泰股份注册成立中日合资公司，该公司将致力于增强与日资客户的合作，整合资源，扩大 在日本市场的份额。坤泰股份表示，未来计划在巩固国内市场的基础上，进一步加强海外市场的布局， 扩大全球市场份额。 据了解，坤泰股份专注于汽车内饰件材料及产品的研发、生产和销售，核心业务涵盖汽车内饰 ...

| 002355 | 兴民 | 0.32 | 1.75 | 6.40 | 6.42 | -0.44 | 6.28 | -2.24 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 智通 | | | | | | | | | 600783 | 鲁信 | 0.24 | 0.38 | 12.69 | 12.74 | -0.42 | 12.52 | -1.73 | | | 创投 | | | | | | | | | 002654 | 万润 科技 | -0.69 | 1.30 | 11.70 | 11.75 | -0.42 | 11.52 | -1.98 | | 300773 | 拉卡 拉 | -4.02 | 5.27 | 27.62 | 27.73 | -0.39 | 25.81 | -6.92 | | 003041 | 真爱 美家 | -0.11 | 0.55 | 28.43 | 28.53 | -0.38 | 28.15 | -1.35 | | 300256 | 星星 科技 | -0.25 | 1.46 | 4.07 | 4.08 | -0.3 ...

Core Viewpoint - Apple's revenue in Greater China rebounded due to domestic consumer electronics subsidy policies, reversing previous declines [1][2] Group 1: Financial Performance - For Q3 FY2025, Apple reported total revenue of $94.04 billion, the highest in recent years, with a year-over-year growth of 10% [1] - Net profit for the quarter was $24.43 billion, translating to earnings per share of $1.57 [1] - iPhone revenue reached $44.58 billion, up 13% year-over-year, while Mac revenue was $8.05 billion, reflecting a nearly 15% increase [1] - Service revenue, including iCloud and App Store, was $27.42 billion, growing 13% year-over-year [1] Group 2: Regional Performance - Revenue from Greater China was $15.37 billion, a 4% increase year-over-year, reversing declines of 2% and 11% in the previous two quarters [2] - CEO Tim Cook noted that consumer subsidies in certain regions of China significantly boosted product sales [2] Group 3: Challenges and Costs - iPad revenue fell to $6.58 billion, down 8% year-over-year, and wearables revenue decreased by 8.6% to $7.4 billion [2] - Apple incurred approximately $800 million in tariff expenses for Q3 and anticipates $1.1 billion in tariff costs for the upcoming quarter [2] - Cook indicated that about 1% of revenue growth was attributed to consumers purchasing products in anticipation of tariff increases [2] Group 4: AI Strategy - Cook emphasized the importance of artificial intelligence, stating it is one of the most impactful technologies of the generation [3] - Apple is integrating AI across all devices and platforms, with over 20 smart features already launched [3] - The company aims to enhance personalization and privacy in its AI offerings, with improvements to Siri expected next year [3] Group 5: Market Context - According to IDC, global smartphone shipments grew by 1.0% year-over-year in Q2 2025, reaching 295.2 million units [3] - Despite market growth, demand remains pressured by tariff fluctuations and macroeconomic challenges [3] - Samsung led the market with a 19.7% share, while Apple held a 15.7% share, ranking second in shipments [3]

在披露控制权变更事项公告后，长龄液压于近日收到上海证券交易所出具的监管工作函，要求公司及相 关方充分核实并披露：核芯听涛、核芯破浪自有资金的具体构成及来源，并明确是否存在现阶段或未来 质押涉及上市公司控制链条中的股权或合伙份额的潜在安排，说明胡康桥及相关方是否具备取得公司控 制权的资金实力。 长龄液压披露的回复公告显示，核芯听涛与核芯破浪本次收购交易合计需支付交易对价约18.65亿元。 基于变更完成后的合伙人结构，核芯听涛与核芯破浪本次协议转让及要约收购中可使用的资金包括合伙 人对收购平台的出资款约11.27亿元，核芯听涛取得的银行并购贷款约7.5亿元，合计约18.77亿元，可以 覆盖本次交易对价。 进一步拆解来看，合伙人对收购平台约11.27亿元出资款中，约10.1亿元来自合伙人自有资金，约1.17亿 元来自胡康桥外部借款。 公告显示，胡康桥、许兰涛的其他主要经营资产为核芯互联股权。核芯互联是一家专注于数模混合信号 链芯片的芯片设计公司，是国家级高新技术企业、工信部专精特新"重点小巨人"企业。根据2024年7月 签署的C轮投资相关协议约定，核芯互联最新一轮投后估值约28.87亿元。近期胡康桥和许兰涛向新澄核 ...

人民财讯8月1日电，企查查APP显示，近日，成都天秦智合科技有限公司成立，法定代表人为周建伟， 注册资本为1000万元，经营范围包含：新材料技术研发；新材料技术推广服务；碳纤维再生利用技术研 发；电子专用材料研发；机械设备研发等。企查查股权穿透显示，该公司由上海成合秦企业管理合伙企 业(有限合伙)、天秦装备（300922）旗下北京天秦装备技术研究有限公司等共同持股。 ...

人民财讯8月1日电，8月1日，国际航空运输协会（IATA）发布2025年6月全球航空客运需求定期数据， 航空客运总需求同比增长2.6%。总运力同比增长3.4%。6月载客率为84.5%，同比下降0.6个百分点。 国际航协理事长威利·沃尔什表示："6月航空旅行需求受到中东军事冲突的影响，增速比前几个月慢。 由于需求落后于运力增长，全球载客率从历史高位下降，仍非常强劲。8月运力预计小幅增长1.8%，北 半球夏季旅游旺季的载客率不太可能偏离近期的历史高位。" ...

证券时报·数据宝统计，截至今日下午13:59，上证综指3555.41点，收于半年线之上，涨跌幅-0.50%，A 股总成交额为12887.21亿元。到目前为止，今日有82只A股价格突破了半年线，其中乖离率较大的个股 有捷佳伟创、太龙股份、万泽股份等，乖离率分别为16.22%、10.56%、5.84%；博迈科、麒麟信安、欧 福蛋业等个股乖离率较小，刚刚站上半年线。 | | 份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603344 | 星德胜 | 2.45 | 7.05 | 25.03 | 25.47 | 1.76 | | 603105 | 芯能科 | 1.81 | 1.43 | 8.30 | 8.45 | 1.75 | | | 技 | | | | | | | 688288 | 鸿泉物 | 3.51 | 3.45 | 29.62 | 30.12 | 1.70 | | | 联 | | | | | | | 833030 | 立方控 | 4.15 | 12.79 | 31.36 | 31.85 | 1.55 | | | 股 | | | | | | ...

| 605068 | 明新旭 | 9.99 | 2.66 | 18.57 | 19.82 | | 6.71 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 腾 | | | | | | | | 603359 | 东珠生 态 | 8.22 | 10.26 | 6.67 | 7.1 | 1 | 6.63 | | 000534 | 万泽股 份 | 9.99 | 5.55 | 14.77 | 15.74 | | 6.55 | 证券时报·数据宝统计，截至今日下午13:59，上证综指3555.41点，收于五日均线之下，涨跌幅-0.50%， A股总成交额为12887.21亿元。到目前为止，今日有630只A股价格突破了五日均线，其中乖离率较大的 个股有生物谷、海伦钢琴、启迪设计等，乖离率分别为17.18%、14.82%、14.73%；恒铭达、戎美股 份、民德电子等个股乖离率较小，刚刚站上五日均线。 8月1日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- ...

Core Insights - The company reported impressive financial results for the first half of 2025, with revenue of 993 million yuan, a year-on-year increase of 121.12%, and a net profit of 217 million yuan, reflecting a staggering growth of 1712.00% [1] Business Performance - The company's main business structure has been optimized, with revenue from optical chips and devices surging by 190.92%, accounting for 98.28% of total revenue [2] - The data communication market has shown significant contributions, with successful customer validation of 1.6T optical module AWG chips and components, and new products for data centers achieving small batch supply [2] International Expansion - The overseas market revenue skyrocketed by 323.59%, with international sales reaching 45.50% of total revenue, supported by the establishment of a manufacturing base in Thailand and a subsidiary in Singapore [3] R&D and Innovation - R&D expenses increased significantly, representing 6.19% of revenue, with the company holding 278 intellectual property rights, including 13 new applications during the reporting period [4] - The company has developed advanced products in both passive and active chip sectors, enhancing its IDM capabilities across the entire supply chain [4] Strategic Growth Initiatives - The company initiated a strategic acquisition to enhance its product structure and technology accumulation, transitioning from organic growth to a combined organic and external growth model [5] - Operational cash flow improved significantly, with a net cash flow of 67.52 million yuan in Q2, driven by cost optimization and increased profitability in the high-margin optical chip business [5] Market Opportunities - The AI-driven demand in the data communication market is pushing the transition to 1.6T optical modules, with global data center interconnect traffic growing at over 30% annually [6] - In the telecommunications market, the penetration rate of gigabit cities reached 31.7%, creating new demands for the company's products [7] - The sensor market is projected to grow significantly, with the company’s products already in mass production for applications in autonomous driving and environmental monitoring [7] Strategic Positioning - The company has positioned itself as a leader in the optical chip and device sector by leveraging high-end chip breakthroughs, global expansion, and industry chain integration, aiming to sustain high growth expectations [7]