Core Insights - The 2025 World Computing Network Conference (WCNC2025) was held in Shenzhen, highlighting China's significant role in global computing infrastructure development [1][2] - The "2025 Comprehensive Computing Power Index" was released, showing that as of June 2025, China has a total of 10.85 million standard racks in use and an intelligent computing power of 788 EFLOPS [1] - The top ten provinces in China based on the comprehensive computing power index include Hebei, Jiangsu, Guangdong, Zhejiang, Beijing, Shanghai, Inner Mongolia, Shanxi, Shandong, and Guizhou [1] Industry Developments - Shenzhen is accelerating its development as a "benchmark city for China's computing network," with plans to establish a "three-tier latency circle" computing network system [2] - The "World Computing Network Alliance" was initiated in March 2024, led by Pengcheng Laboratory in collaboration with several universities and major telecom companies [2] - By August 2025, the "China Computing Network" led by Pengcheng Laboratory has connected over 40 computing centers and integrated 21 types of heterogeneous acceleration cards, achieving a computing power exceeding 13 EFLOPS [2]

【深圳商报讯】（记者 陈燕青）8月25日，寒武纪继续大涨。截至收盘，该股大涨11.4%，报收于 1384.93元，总市值逼近5800亿元。 目前寒武纪股价已逼近1400元，在A股仅次于贵州茅台，后者最新股价1490.33元。也就是说，假设茅台 股价不变，寒武纪再涨8%就将荣登"股王"。 值得一提的是，寒武纪创始人陈天石为80后，出生于1985年，毕业于中科大。如今随着寒武纪股价的飙 升，陈天石身价陡增。今年3月27日，胡润研究院发布的《2025胡润全球富豪榜》，陈天石以870亿元人 民币身家位列第195位。如今，陈天石持有的寒武纪29.63%股份，市值超过1700亿元。 除了大股东陈天石之外，游资大佬章建平也是寒武纪飙升的赢家。寒武纪一季报显示，章建平一季度增 持该股74.75万股至608.63万股，持股比例为1.46%，位居第七大股东。 在连续大涨后，近日外资大行高盛大幅上调寒武纪的目标价至1835元。回顾今年4月，高盛首次将寒武 纪评级上调至买入，彼时给出的1223元目标价就已让市场惊讶不已。毕竟，当时寒武纪股价在600多 元，如今公司股价已成功突破1200元大关，高盛此前的预言得以兑现，也让高盛这次给出 ...

Core Insights - The establishment of the Shenzhen Special Economic Zone in August 1980 marked the beginning of a transformative journey for both Shenzhen and China Ping An, which evolved from a small property insurance company to a global financial giant with assets exceeding 13 trillion yuan and nearly 245 million customers [2][4] - China Ping An's growth trajectory is closely intertwined with Shenzhen's development, showcasing a narrative of reform, innovation, and breakthroughs [3][4] Group 1: Historical Development - China Ping An was founded in 1988 in Shekou, becoming China's first joint-stock insurance company and pioneering several industry innovations [4][5] - Shenzhen's GDP grew from 2.7 million yuan in 1980 to 180.4 billion yuan in 1999, reflecting the rapid economic development of the region [4] - In the new millennium, China Ping An transitioned from an insurance company to a comprehensive financial group, aligning with Shenzhen's goal of becoming a regional financial center [4][5] Group 2: Strategic Innovations - China Ping An's comprehensive financial strategy received strong support from Shenzhen's government, contributing to its successful IPO in 2007, which set a record for the largest insurance company IPO globally [5] - The company has invested over 100 billion yuan in technology research and development, applying for more than 55,000 technology patents, positioning itself among the leading financial institutions globally [5][6] Group 3: Financial Services and Initiatives - China Ping An is actively involved in various financial sectors, including technology finance, green finance, inclusive finance, pension finance, and digital finance, responding to national mandates for sustainable development [6][9][13][15] - The company has developed a comprehensive technology finance service system for tech enterprises, supporting Shenzhen's ambition to become a global innovation hub [8][9] Group 4: Future Outlook - As Shenzhen celebrates its 45th anniversary, China Ping An continues to play a significant role in the region's economic development, embodying the spirit of innovation and reform [16][17] - The company aims to leverage its financial capabilities to support national strategies and contribute to the modernization of China [17]

【深圳商报讯】（记者 詹钰叶）近来多家算力产业链上市公司披露了2025年半年报或半年度业绩预 告，得益于基础算力设施的持续建设、人工智能相关算力投资的稳步增长等因素，不少公司业绩实现增 长。业内看好国产AI算力芯片等产业的前景。 今年以来算力板块股票普涨。数据显示，胜宏科技股价涨近480%（前复权），东芯股份、汇金股份、 宏景科技、新易盛、ST迪威迅、亿田智能、芯原股份股价涨逾200%，科泰电源、ST华通、海兰信、中 际旭创、并行科技、长芯博创、优刻得等23家公司股价涨逾100%。 还有不少上市公司正积极布局算力产业链。生益电子日前发布了关于投资智能制造高多层算力电路板项 目的公告，为满足服务器、高多层网络通信及快速发展的AI算力等中高端市场需求，拟总投资金额约 为19亿元。北京思特奇信息技术股份有限公司相关负责人本月在互动平台透露，公司构建了覆盖"算力- 数据-模型-智能体"的全栈AI生态服务体系。广电运通集团股份有限公司相关负责人在互动平台称，公 司打造了广州政务信创云、区级政务云、国资国企云、AI智算云等专属云服务，推出自主可控的运通 云、智算调度平台、超融合一体机等专属云产品。 长城证券分析师侯宾指出 ...

8月25日，江苏国泰（002091）一字涨停，股价报收8.36元/股。消息面上，公司昨晚宣布，公司于8月 24日召开董事会，审议通过终止使用部分闲置自有资金人民币15亿元设立子公司开展证券投资。 江苏国泰强调，公司及合并范围内子公司前期的证券投资系公司前期基于战略规划，长期持有与公司主 营业务相关的上市公司股票，并非以短期买卖股票套利为目的。公司后续将逐步择机退出前期证券投 资。 而就在两日前，江苏国泰计划斥资138亿元进行理财炒股的消息，在资本市场引发了广泛的讨论与热 议。 据8月22日公告，公司拟使用不超过120亿元的闲置自有资金进行委托理财，同时计划以不超过18.306亿 元（含）闲置自有资金开展证券投资，两项合计金额高达138.3亿元，超过公司当前日总市值11%。 耐人寻味的是，江苏国泰同日宣布终止总投资15.38亿元的年产40万吨锂离子电池电解液项目，公司累 计已投入的3285万元土地款。该项目原计划建成后，年均销售收入预计可达150.8亿元，净利润约为7.9 亿元。 对于募投项目的终止，江苏国泰归因于土地未交付及行业环境变化，锂离子电池材料领域产能扩张过快 导致价格下行，项目投资回报率大幅下降。 ...

东风汽车境内全资子公司东风汽车集团（武汉）投资有限公司作为吸并主体，向东风集团股份控股股东 东风汽车支付股权对价，向其他股东支付现金对价，最终实现对东风集团股份的100%控股，完成私有 化。 如果此次交易顺利完成，东风集团股份私有化退市，岚图上市并成为央企高端新能源车第一股。 【深圳商报讯】（记者 陈燕青）港股东风集团股份近日发布公告，披露旗下高端新能源品牌岚图汽车 将以介绍上市方式登陆港交所，公司同时启动私有化退市程序。受此消息刺激，在美股挂牌的东风集团 股份ADR当日大涨87.69%，报61美元。 公告显示，东风集团股份将其持有的岚图汽车79.67%股权，按股东持股比例及股份类别向全体股东进 行分派。分派完成后，岚图汽车将以介绍上市方式在香港联交所挂牌。介绍上市系指公司不发行新股、 不涉及融资，仅将已发行股份在交易所挂牌交易的上市方式。 ...

Core Insights - Nayuki Tea is recognized as a pioneer in the new tea beverage sector, having expanded from Shenzhen to over 230 major cities globally, with nearly 1,800 stores and over 100 million members [1][3][6] - The brand's innovation-driven approach, rooted in Shenzhen's favorable business environment, has been crucial for its growth and market validation [2][3] Innovation and Market Strategy - Nayuki introduced a dual-category model of "tea beverages + soft European bread" in 2015, establishing itself as a leader in the new tea beverage market [3] - The opening of the "Nayuki Dream Factory" in 2019 generated nearly 1 million yuan in sales within three days, setting a new standard for consumer brand space value [3] - In 2023, Nayuki launched the "Nayuki Tea House" to explore new retail models, integrating traditional tea culture with modern lifestyles [3] Health Strategy and Performance - Nayuki has shifted its focus towards health-oriented products, launching several successful health drinks, including "Nayuki Small Green Bottle" and "Super Avocado Yogurt Smoothie" [4][5] - The company's health strategy has resulted in a 35% year-on-year increase in average orders per store and a 28% increase in same-store sales as of May 2025 [5] Global Expansion - Nayuki aims to become a global brand, with plans to enter Southeast Asian and European markets, having already established a presence in Thailand and preparing to open its first store in New York [6] - The brand's growth narrative reflects a successful partnership between the company and the city of Shenzhen, showcasing the synergy between innovative enterprises and vibrant urban environments [6]

Core Viewpoint - The company,掌趣科技, reported a significant decline in both revenue and net profit for the first half of 2025, indicating ongoing challenges in its business operations and financial performance [1][3]. Financial Performance - The company achieved a revenue of 358 million yuan, a decrease of 23.44% compared to the same period last year [2]. - The net profit attributable to shareholders was 48 million yuan, down 65.58% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 50 million yuan, reflecting a 57.72% decline [2]. - The net cash flow from operating activities was -25 million yuan, a drop of 154.52% from the previous year [2]. - Basic and diluted earnings per share were both 0.02 yuan, down 60% from 0.05 yuan [2]. - The weighted average return on equity decreased to 0.98%, down 1.89 percentage points from the previous year [2]. Business Operations - The decline in revenue is attributed to ongoing development and adjustment of SLG game products, which have not yet been launched on a large scale, alongside a natural decline in revenue from mature game products due to their lifecycle [3]. - The gaming business revenue for the first half of the year was 330 million yuan, down 24.63% year-on-year, with a gross margin of 72.20%, a decrease of 4.57% [4]. - The company has been under financial pressure due to the decline in its main business, with a continuous drop in revenue for four consecutive years since 2021 [4]. - The number of R&D personnel has been reduced significantly from over 1,000 in 2020 to 477 by the end of 2024, indicating a strategic shift in resource allocation [4]. Shareholder Actions - The chairman of the company, Liu Huicheng, initiated a share reduction plan, intending to sell up to 27.2 million shares between June 5 and September 4, potentially raising around 165 million yuan based on the latest share price [5]. - As of June 30, Liu Huicheng still holds a 6.13% stake in the company after reducing his holdings by 3.3 million shares [5].

Core Insights - The "Pacific World" cruise ship from Peace Boat docked at Shenzhen International Cruise Homeport, bringing 1,600 international tourists from countries including Japan, South Korea, and the United States to Shenzhen [1] - The cruise marks Shenzhen as the first stop in its global voyage, showcasing the area's appeal as a "world-class coastal tourism destination" through various activities [1] Group 1: Tourist Experience - Nearly 500 international tourists visited popular attractions such as Qianhai Stone Park, Happy Harbor, Song Shao Emperor's Tomb, and Chiwan Tianhou Museum [1] - Tourists experienced enhanced entry services, including dedicated customs and border inspection channels, currency exchange services, and multilingual support [1] Group 2: Local Development and Future Plans - The rapid development of Qianhai, particularly in the cultural and tourism sectors, has impressed visitors and stakeholders alike [1] - Future plans include more aerial sightseeing products to further showcase Qianhai's charm to international tourists [1]

轨道交通建设加速。截至6月底，深铁集团"三铁"在建里程达598.7公里。其中，2条国铁和地方铁路、4 条城际线路已开工工点208个，盾构始发101台，累计掘进231.6公里。轨道四期和五期工程共17条 （段）地铁线路有序推进，西丽枢纽主体结构开始施工。集团所辖5条新线（段）将于年内开通，市民 出行更为便利。 战新产业（300832）转化有效提升。深铁集团积极拓展"轨道+物流""轨道+仓储"等多场景业务模式。成 立中国前海·时代产业联盟，推动TOD开发与低空经济、人工智能等产业协同发展。4个轨道科技园入园 企业38家，研发全国首例AI+安检机器人，创新完成自动振捣机器人、飞行列检工作站、缪子探测系统 等产品开发。 【深圳商报讯】（首席记者 李秀瑜）近日，深铁集团发布了2025年上半年"成绩单"，数据显示，今年 上半年，深铁集团完成固定资产投资442.82亿元，同比增长34%。集团总资产7932亿元，较年初增长 6.29%。营业收入72.84亿元，自身业务正向增长，经营表现总体稳健。 轨道客流高位运行。2025年以来，深圳地铁单日客流已累计38次破千万。客流强度连续19个月居全国超 大城市之首，日均客运量880. ...