Core Viewpoint - Anta Group's subsidiary Amer Sports reported a significant increase in net profit for the first half of 2025, exceeding market expectations with a year-on-year growth of 3047.06% [1] Financial Performance - Amer Sports' revenue increased by 23.46% from approximately $2.194 billion in the same period last year to $2.708 billion (approximately 19.457 billion RMB) [1] - The net profit for the first half of 2025 reached $161 million (approximately 1.157 billion RMB), a substantial increase from $5.1 million in the previous year [1] Market Analysis - In the second quarter, Amer Sports' revenue from the China market surpassed that of North America, achieving $410 million [1] - The Asia-Pacific region, excluding China, saw a revenue growth of 45%, leading the global market [1] - The synergistic effect of Amer Sports' brand matrix is being realized, with Salomon's growth outpacing Arc'teryx, becoming a new growth engine for the group [1] Future Outlook - Based on the strong performance in the first half of the year, Amer Sports has raised its full-year performance guidance, expecting a revenue growth of 20% to 21% for the fiscal year 2025 [1]

城农商行中，7家银行已官宣中期分红，包括宁波银行、上海银行、上海农商行、长沙银行、张家港农商行、 常熟农商行、苏州农商行。长沙银行于今年首次推出中期分红，拟派发8.04亿元，进一步响应"一年多次分 红"政策；上海农商行中期分红金额为23.24亿元；上海银行、宁波银行分红方案均为每10股派发3元现金股 利，分红金额分别为42.63亿元和19.81亿元。 本次中期分红比例超过30%的共有4家银行，分别是上海银行、交通银行、邮储银行、沪农商行。此外，还有 不少银行的分红"红包"仍在路上。譬如，招商银行明确以半年度归属于普通股股东净利润的35%用于现金分 红，股权登记日等细节将另行公告。 此外，值得一提的是，本次实施中期分红的银行队伍再度扩容，招商银行、常熟银行、宁波银行、苏农银 行、张家港行、江阴银行和长沙银行等7家银行均为上市以来首次实施中期分红。 具体来看，六大国有银行依然稳居分红"第一梯队"。其中，工商银行以503.96亿元的分红总额领跑，每10股 派发人民币1.414元。建设银行、农业银行紧随其后，分红总额分别为486.05亿元、418.23亿元，每10股分别 派发1.858元、1.195元；中国银行、邮储 ...

今年上半年，存款定期化趋势持续，A股42家上市银行存款余额总计为213.17万亿元，同比增加16.4万 亿元，增长幅度为8.33%。 个人存款余额增长最多的则是工商银行。财报显示，截至2025年上半年末，工商银行的个人存款余额为 19.83万亿元，同比增加2.31万亿元。其次是农业银行，个人存款余额为20.16万亿元，同比增加2.3万亿 元。 【深圳商报讯】（首席记者 谢惠茜）截至目前，A股42家上市银行2025年上半年的业绩报告已正式披 露。据记者统计，今年上半年，A股上市银行合计营收2.92万亿元，归母净利润共赚约1.1万亿元。其 中，共有26家银行营业收入、归母净利润实现双增，占比超六成。 Wind数据显示，六大国有银行上半年合计实现营业收入1.8万亿元，净利润达6841亿元。而中、农、 工、建四大国有银行依旧稳居前列，四大国有银行营业收入均超过3000亿元。其中，工商银行也依然稳 居"头把交椅"——今年上半年，该行实现营收4270.92亿元，较去年同比增长1.6%；四大国有银行上半 年归母净利润均超过千亿元，其中，工商银行以1681.03亿元再问鼎。 招商银行凭借1699.69亿元的营收成绩，超越交通 ...

【深圳商报讯】（记者 陈燕青）随着中报收官，上市券商集体交出一份亮眼成绩单。根据Wind统计， 上半年共有10家券商营收超百亿元，9家券商净利润增速实现翻倍。由于并购重组，国泰海通超越中信 证券，位居券商净利润榜首。 净利润方面，国泰海通超越中信证券，上半年实现归母净利润157.37亿元，位居榜首；中信证券实现净 利润137.19亿元，位居第二；华泰证券实现净利润75.49亿元，位居第三。此外，中国银河、广发证券、 国信证券、招商证券净利润均超50亿元。 国泰海通上半年归母净利润同比增长213.74%，其业绩大幅预增主要得益于换股吸收合并海通证券产生 的负商誉计入营业外收入。 营业收入方面，上半年中信证券以330.39亿元的营收位居榜首；国泰海通位居第二，上半年实现营收 238.72亿元；华泰证券、广发证券紧随其后，营收均超150亿元；此外，中国银河、中金公司、申万宏 源、国信证券、中信建投、招商证券营收规模均超100亿元。 ...

Core Insights - The 2025 Belt and Road Initiative Higher Education Artificial Intelligence Competency Development Academic Conference (2025 ACTS) was recently inaugurated at Tsinghua University Shenzhen International Graduate School, marking a significant event in the field of AI education [1] - Multiple cooperation agreements were signed between Shenzhen International Graduate School and institutions such as Universiti Putra Malaysia, Universitas Nasional Indonesia, and Singapore Trust Asset Management Company, focusing on joint training, academic exchange, and collaborative research [1] - Strategic partnerships were established with six leading companies, including Tencent, Midea, and Mindray Medical, to promote the integration of education and industry, enhancing the training of outstanding engineers and facilitating technological innovation [1] Collaboration and Innovation - The conference featured a sub-forum themed "Artificial Intelligence, Education, and Humanities - Future Educational Imagination in Science Fiction Narratives," with participation from experts across education, technology, and literature [1] - Notable insights included a focus on fostering student creativity in AI-driven education and the implementation of a "six-step" concept for integrating AI with curricula, emphasizing that technology should enhance education while maintaining a humanistic approach [1] - A creative workshop showcased innovative applications of artificial intelligence in teaching practices, highlighting the practical implications of AI in education [1]

Core Viewpoint - Hengfeng Paper Industry's acquisition of Jinfeng Paper Industry is a strategic move to address capacity saturation, expand into the southwestern market, and accelerate internationalization efforts [1] Group 1: Capacity Saturation and Expansion - Hengfeng Paper Industry specializes in the production and sales of specialty paper and pulp, holding a significant market share of approximately 38% in the domestic tobacco industrial paper market and 18.6% in the global cigarette paper market as of 2023 [2] - The company faces capacity bottlenecks due to high operational loads on its production lines, with existing facilities reaching peak utilization rates and no new capacity being built [2][3] - The southwestern market is crucial for Hengfeng, as high transportation costs from other regions are squeezing profit margins, necessitating an acquisition to enhance capacity and market presence [3] Group 2: Strategic Importance of Jinfeng Paper - Jinfeng Paper, established in 1990, is a major player in the cigarette paper market with a historical market share of 25% for A1 grade cigarette paper, providing significant brand value and production capabilities [4] - The acquisition will allow Hengfeng to leverage Jinfeng's strategic location in Chengdu, reducing transportation costs from an average of 1000-1100 RMB/ton to approximately 100-200 RMB/ton, thus enhancing competitiveness [5] - Jinfeng's production capacity exceeds 50,000 tons per year, making it a valuable asset for Hengfeng to overcome its capacity constraints and optimize regional operations [6] Group 3: Future Growth and Integration - The merger is expected to create a "Northeast-Southwest" dual-base structure, enhancing overall competitiveness and risk resilience through deep integration of products, markets, and capacities [8] - The collaboration will enable Hengfeng to focus on product development and sales while Jinfeng specializes in production, creating a synergistic effect that enhances production capabilities for both traditional and new products [7][8] - The acquisition aligns with national policies encouraging mergers and resource optimization, positioning Hengfeng to expand its international market share, particularly in Europe and Southeast Asia [8]

Core Viewpoint - Dongxin Co., Ltd. announced an investment of approximately 500 million yuan in Lishuan Technology (Shanghai) Co., Ltd., with Dongxin contributing about 211 million yuan to acquire a 35.87% stake, aiming to enhance its integrated strategy in storage, computing, and networking [1] Group 1: Investment Details - The total investment amount for the project is around 500 million yuan, with Dongxin's investment being approximately 211 million yuan [1] - After the capital increase, Dongxin will hold about 35.87% of Lishuan Technology [1] Group 2: Business Focus and Risks - Lishuan Technology primarily focuses on the research and development of scalable GPU chips for graphics rendering, which are designed to compete with mainstream GPU architectures [1] - The company's revenue and profit are heavily reliant on the sales performance of its flagship "7G100" GPU product, posing a risk of dependency on a single product [2] - Financial data indicates that Lishuan Technology has not generated revenue in 2024 and the first seven months of 2025, with losses of 210 million yuan and 155 million yuan respectively [2] Group 3: Dongxin's Financial Performance - Dongxin Co., Ltd. was listed in December 2021 and has experienced a nearly 30% decline in net profit in its second year post-IPO, with consecutive losses in 2023 and 2024 [3] - For the first half of 2025, Dongxin reported a revenue of 343 million yuan, a year-on-year increase of 28.81%, but a net loss of 111 million yuan, down 21.78% year-on-year [3] - The stock price of Dongxin has seen a significant increase of 207.85% from July 29 to August 28, 2023, leading to trading suspensions due to abnormal fluctuations [3]

作为商务部"夜间经济示范项目"，欢乐海岸水秀剧场推出暑期重磅演艺IP《海岸传奇 国际水秀大马 戏》，首创"水陆空三维视效"。熟悉的水秀剧场，迎来了一群拥有精绝才艺的新朋友——来自俄罗斯、 乌兹别克斯坦、保加利亚的表演团队，用最本真的技艺书写文明互鉴的故事。 欢乐海岸举办的活动现场。（受访单位供图） "这不仅仅是展览，更让年轻人看见深圳的变迁脉络。"带着孩子观展的市民王女士感慨道。此外，海洋 奇梦馆也在积极拓展跨界合作，携手潮流品牌MighyGoods共同推出联名系列"海洋奇妙岛"。该系列产 品已于馆内商店正式上市，为游客带来融合海洋灵感与时尚设计的全新体验。 【深圳商报讯】（记者 涂竞玉）8月，深圳欢乐海岸以十四周年庆为契机，通过文旅焕新、国际演艺、 科技跨界、次元破圈四大维度，打造大湾区文旅消费升级的标杆性实践。数据显示，8月期间，欢乐海 岸日均客流达8万人次，Z世代群体占比提升47%，夜间消费贡献率突破65%。 12米潮汐生态缸实时还原深圳湾潮涨潮落，配合3D打印的"水下未来城市"，构建"可触摸的生态课堂"； 疍家渔网编织场景复原，引发市民情感共鸣……在深圳建设"全球海洋中心城市"的战略背景下，欢乐海 岸 ...

针对义务教育阶段学生，光明科学城数创中心精心打造了三大科普研学课程体系，围绕智能制造主题， 突出探究式、体验式、项目式的学习理念，结合STEAM全方位素养培养目标，引导学生走进智能制造 的大门。其中智能制造魔幻之旅：零距离接触工业机器人、智能产线，通过视频导览与沉浸式体验，感 知工业数字化变革力量。智能制造故事会：以西门子百年发展史为线索，串联工业革命的关键技术突 破，用生动故事揭示传感器、自动化、数字孪生如何改变生产与生活，激发科学志趣。 据了解，光明科学城数创中心位于光明凤凰广场，中心构建了"7+2+1"公共服务平台，涵盖7个以西门 子数字孪生技术为基础的工业软件平台、2个快速原型硬件实验室及1个数字化产业生态基地。 光明科学城数创中心与区内高校深度联动，签署生产实习合作协议，依托数字化工业展厅设备和数字化 创新软件平台，为在校大学生提供"技术拆解+应用交流"的双重实践课程，助力学生深入了解数字化工 业设备的工作原理、掌握数字科技如何赋能产业发展，为培养知行合一的高素质工程人才铺设阶梯。 【深圳商报讯】（记者 刘芳）在机械臂的精密轨迹中，感知工业智慧在数字孪生屏上重构未来工厂， 光明科学城数字化工业创新中 ...

Group 1 - The global beer consumption demand is expected to surge due to upcoming international sports events such as the 2025 UEFA European Championship and the Copa America, leading to a new growth phase for beer exports from Shenzhen [1] - In the first seven months of this year, Shenzhen Customs supervised the export of 23,000 tons of beer, valued at approximately 88.45 million yuan [1] - Qingdao Asahi Beer Co., Ltd. successfully exported a batch of 1.2 tons of beer after receiving approval for exemption from labeling requirements, highlighting the importance of customs support for maintaining orders [1] Group 2 - Shenzhen Customs confirmed that the special labeling request from Qingdao Asahi Beer met the requirements of the General Administration of Customs for export food packaging [2] - To facilitate efficient beer exports, Shenzhen Customs regularly organizes policy briefings for production enterprises and enhances safety controls to help companies understand foreign product standards [2] - The implementation of "smart customs" initiatives has improved overall customs efficiency by over 30%, allowing local beer companies to seize opportunities from the "event economy" [2]