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比亚迪深汕基地出海“有整有零” 小漠港开通汽车KD件(散件组装)集装箱外贸内支线
Shen Zhen Shang Bao· 2025-08-08 16:43
Group 1 - The core viewpoint of the article highlights the strategic breakthrough achieved by Xiaomo Port in facilitating the export of both complete vehicles and auto parts, enhancing its role as a transportation hub and platform for economic growth [2][3] - On August 8, 1071 new energy vehicles were loaded onto the "Hefei" LNG dual-fuel roll-on/roll-off ship for shipment to Europe, marking a significant operational milestone for Xiaomo Port [2] - The first batch of 160 TEU auto KD parts was shipped from Xiaomo Port to Yantian Port, indicating the successful launch of a new logistics route for auto parts [2] Group 2 - The logistics solutions provided by Xiaomo Port are designed to help automotive and parts companies in the Guangdong-Hong Kong-Macao Greater Bay Area expand into international markets, offering a one-stop service that is time-efficient and cost-effective [3] - The new container shipping route for auto KD parts leverages the resources of Yantian Port and Xiaomo Port, creating an efficient logistics system that streamlines the process from factory to port [3] - The proximity of BYD's Shenshan base to Xiaomo Port (approximately 4 kilometers) allows for rapid transportation and efficient logistics operations, exemplified by the "factory to port" model [2]
深圳机器人产业蓬勃发展,人工智能加快应用,低空经济加速“起飞” 新质生产力推高“工业第一城”
Shen Zhen Shang Bao· 2025-08-08 16:43
Group 1 - Shenzhen's industrial added value for large-scale enterprises grew by 4.3% year-on-year in the first half of 2025, with an acceleration of 0.1 percentage points compared to the first quarter [1] - The growth is supported by strategic emerging industries, with a notable development in the robotics sector, including the success of UBTECH's humanoid robot "TianGong Ultra" in a global marathon event [1] - High-tech product output in Shenzhen saw significant increases, with civilian drones, industrial robots, and 3D printing equipment growing by 59.0%, 38.0%, and 35.8% respectively [1] Group 2 - The application of artificial intelligence is accelerating across various sectors, with significant developments from companies like DJI and Tencent, supported by policies and computing power [2] - Shenzhen's low-altitude economy is rapidly developing, with the Qianhai Shekou area emerging as a hub for leading companies like Fengyi Technology [2] - The production of new energy vehicles in Shenzhen is notable, with BYD's "Shenzhen" roll-on/roll-off ship recently transporting 6,817 vehicles to Europe [2] Group 3 - Strategic emerging industries in Shenzhen are experiencing robust growth, with an expected increase of 10.5% in added value for 2024, accounting for 42.3% of the regional GDP [3] - The number of national high-tech enterprises in Shenzhen has surpassed 25,000, with significant additions to specialized and innovative small giant enterprises [3] - The added value of artificial intelligence, robotics, and low-altitude industries grew by 12.7%, 15.9%, and 26.4% respectively, while new energy vehicle production surged by 69.2%, representing 22.3% of the national total [3]
这届漫博会 “含深量”很高 华强方特明年上映长度2小时全AI制作院线电影
Shen Zhen Shang Bao· 2025-08-08 16:43
Group 1 - The 15th China International Animation and Comic Copyright Protection and Trade Expo opened in Dongguan, showcasing over 2,000 film and animation IPs from more than 40 countries and regions [2] - Dongguan produces 1/4 of the world's animation derivatives and 85% of China's trendy toys, making it a key hub for the IP commercialization and trendy toy industry [2] - The expo aims to create a model for integrating the industrial ecosystem, with expectations for seamless collaboration between Shenzhen and Dongguan in IP creativity, smart manufacturing, and cross-border trade [2] Group 2 - Huasheng Fantawild highlighted the profound changes in content production due to AI, showcasing AI-generated IP characters, advertisements, and films at the expo [3] - The company emphasized the collaboration between content creators and AI tools to enhance efficiency in content production [3][4] - The expo featured a fully AI-produced film, demonstrating the potential of AI in the creative process [4] Group 3 - Shenzhen Rockteer Visual Effects Technology Co., Ltd. showcased its work on the "Nezha" series and emphasized the importance of quality content to meet the demands of the Z generation [5] - The company noted that the integration of Shenzhen's quality content with Dongguan's manufacturing capabilities can significantly enhance production efficiency [5] - The production value of "Nezha" peripheral products has already surpassed its box office revenue, indicating a successful trend in the Chinese animation industry [5] Group 4 - Mr. Crane VR introduced innovative virtual reality technology in animation creation, presenting seven new original works at the expo [6] - The company aims to leverage its unique offerings to attract more industry clients and establish partnerships [6]
连续逼空!商品期货上演“疯狂一周”
Shen Zhen Shang Bao· 2025-08-08 07:27
深圳商报讯 (记者陈燕青)在各种反内卷利好的刺激下,上周国内商品期货走出波澜壮阔的行 情,焦煤期货主力合约罕见四连板。经过上周的大涨,焦煤、碳酸锂、多晶硅等期货主力合约已创出近 5个月的新高,多个品种的持仓量也都已创下历史新高。 对于本轮商品期货的大涨,深圳一家期货公司投研人士分析称,"主要有三方面原因:一是在一系 列政策出台下,市场对于经济进一步回升的预期增强;二是高层多次表态反内卷,部分行业也在减产, 引发了供给压缩的预期;三是美联储降息预期增强,国内流动性宽松,部分资金借机炒作。" "本轮大涨更多是基于供给压缩预期的炒作,个人认为不管从成交量还是涨幅来看,最近部分商品 炒作过度了,像多晶硅不到一个月涨幅超过50%,"上海一位期货私募人士表示,"这显然是脱离了基本 面的炒作,建议多头即时止盈。" A股相关板块也跟随期货上涨。潞安环能单周大涨 35%,山西焦煤上涨26%;多晶硅板块通威股份 单周上涨26%,大全能源上涨23%;天齐锂业单周上涨31%,赣锋锂业上涨17%。 值得一提的是,焦煤期货已连续4个交易日涨停。引发焦煤行情的导火索是国家能源局综合司一则 通知。通知要求对今年1-6月单月原煤产量超过公告产 ...
逾500只私募产品分红
Shen Zhen Shang Bao· 2025-08-08 07:17
Group 1 - A total of 537 private equity securities products with performance displays have distributed dividends this year, with a total of 584 distributions [1] - The average return of these 537 dividend-paying private equity securities products is 10.34%, significantly higher than the average return of 7.87% for 4,596 private equity securities products with performance displays [1] - Stock strategy products are the main contributors to dividends, with 284 stock strategy products distributing dividends 298 times, accounting for 51.03% of total distributions [1] Group 2 - Among the dividend-paying stock strategy products, the average return is 12.86%, with 250 products achieving positive returns, representing 88.03% [1] - There are 93 futures and derivatives strategy products that have distributed dividends 100 times this year, making up 17.12% of total distributions [1] - Multi-asset strategy products have distributed dividends 94 times this year, accounting for 16.10% of total distributions, while bond strategy products have distributed dividends 72 times, representing 12.33% of total distributions [1] Group 3 - Subjective products have outperformed quantitative products in terms of dividends, with 339 subjective products distributing dividends 378 times, which is 64.73% of total distributions [2] - The average return of dividend-paying subjective products is 11.21%, with 299 products achieving positive returns, which is 88.20% [2] - There are 198 quantitative products that have distributed dividends 206 times, accounting for 35.27% of total distributions, with an average return of 8.86% [2]
国内发起式基金规模达3.1万亿元
Shen Zhen Shang Bao· 2025-08-08 07:17
Core Insights - The first initiated fund in China will celebrate its 13th anniversary in August 2023, with the total scale of initiated funds reaching 3.1 trillion yuan, accounting for approximately 10% of the total public fund scale [1][2] - In 2023, 146 initiated funds have been established, with a total issuance scale of 32.481 billion yuan, representing about 7.47% of the total public fund issuance [2] - Several initiated funds have shown impressive returns this year, with some funds achieving net value increases exceeding 70% [2] Fund Growth and Performance - The number of initiated funds in China has surpassed 2,200, with a total management scale of 3.1 trillion yuan [1] - Notable funds include the E Fund CSI 300 ETF with a scale of 235.02 billion yuan, and several others exceeding 100 billion yuan in scale [1] - Performance highlights include funds like the Great Wall Medical Industry Selected Mixed Fund A and others with net value increases over 70%, while some funds have achieved returns over 200% since inception [2] Market Dynamics and Investor Considerations - Initiated funds are viewed as both an "emergency tool" during market downturns and an "innovation testing ground" for future sectors [3] - The core value of initiated funds lies in the interest alignment mechanism and flexible strategies, with investors advised to consider management capabilities and long-term performance [3]
首批基金二季报出炉
Shen Zhen Shang Bao· 2025-08-08 07:15
权益基金经理关注人形机器人等AI应用方向 深圳商报记者 詹钰叶 同泰基金、德邦基金、汇安基金、东方红资管旗下部分基金产品近日率先披露基金二季报。权益基 金经理表示将重点关注人形机器人等AI应用方向,债券基金经理预计债市在三季度中上旬整体处于偏 顺风环境。 权益产品方面,目前同泰基金旗下的同泰产业升级混合、同泰金融精选股票、同泰远见灵活配置混 合、同泰慧利混合等发布了二季报,其间以上产品均积极调仓。至今年二季度末,同泰产业升级混合的 股票资产占基金资产的90.16%,较一季度末大幅提高;其前十大重仓股大换血,由银行股转向机器人 方向,前十大重仓股中有6只为机器人产业链标的,且大部分为港股和北交所上市公司。同泰金融精选 则小幅下调了股票仓位,从一季度末的93.63%降至二季度末的84.32%,持仓集中在券商、金融科技等 弹性方向,整体以券商股为主,少量配置金融科技板块。同泰远见灵活配置混合股票仓位由一季度末的 78.65%提升至二季度末的85.74%,前十大重仓股依然聚焦北交所上市企业,有半数股票更换,集中于 生物医药、新能源材料、高端装备制造等硬科技领域。与一季度末集中布局科技板块相比,同泰慧利混 合前十大重仓 ...
河套:世界级科创平台加速崛起
Shen Zhen Shang Bao· 2025-08-07 23:17
《河套深港科技创新合作区深圳园区发展规划》2023年8月正式发布,为河套合作区深圳园区的发展建 设绘制了"路线图",承载着打造"世界级科研枢纽"光荣使命的河套合作区,成为新质生产力的策源地和 输出枢纽。 两年汇聚200余个高端科研项目、447家科技企业、1.5万余名科研人才 深圳商报记者 刘虹辰 张钧政 制度创新和资源集聚,正加速推动河套合作区的科技创新生态体系日趋完备。 科研创新和产业发展,离不开产业空间载体。两年来,河套合作区产业空间布局持续优化。立足现有口 岸设施分布、土地空间条件、区域建设基础,通过"租、购、改、建"等方式加快原有业态腾退,推动口 岸及周边片区改造,整备改造科研空间,建成13个专业园区,推动皇岗口岸货检区40万平方米土地加快 释放,打造规划建筑面积超120万平方米的国际协同创新区,预计到2035年深圳园区整体科研及配套空 间将超过300万平方米,为科技创新和产业发展提供了充足的空间保障。 两年来,河套发展建设"一月一个样、一年大变样",制度创新破解深港科研协作壁垒,资源集聚催生产 业成果不断涌现,一个世界级科技创新平台加速崛起。 创新要素便捷流动 推动产业发展的核心,在于畅通人流、物流 ...
光明:解锁“票根+”新模式 逛科学馆,合作酒店推半价
Shen Zhen Shang Bao· 2025-08-07 23:17
Group 1 - The Shenzhen Science and Technology Museum, which opened in May, has become a popular destination, attracting over 1 million visitors since its opening [1] - The museum features 24 themed exhibition areas with 950 innovative exhibits, catering to various age groups and significantly boosting local tourism [1] - To capitalize on the museum's popularity, the Guangming District has launched summer promotional policies, including a "Charming Guangming" plan and 8 million yuan in consumer vouchers, expected to drive 220 million yuan in consumption [1] Group 2 - The Gongming Street, home to a youth football training base, is promoting a three-dimensional economic model combining "event economy + ticket root economy + weekend economy" to stimulate consumption [2] - Since July, over 50 merchants have participated in promotional activities offering discounts based on event tickets, creating a comprehensive consumption chain [2] - The event economy has shown initial success, increasing foot traffic in surrounding commercial areas by over 25%, with hotels experiencing a peak in occupancy rates [2]
AI赋能康复产业 机器人“读懂”患者“想做什么”
Shen Zhen Shang Bao· 2025-08-07 17:00
Core Insights - The 22nd Shenzhen International Rehabilitation Forum focused on "Artificial Intelligence Empowering Rehabilitation," gathering global experts to discuss revolutionary breakthroughs in rehabilitation healthcare through AI technology [1] Group 1: AI in Rehabilitation - The forum included a significant component on the application of AI in rehabilitation medicine, featuring discussions led by prominent experts, including Academician Li Jian'an, who emphasized the core principles, technical support, application scenarios, and development prospects of AI in rehabilitation [2] - Big data is identified as the core foundation of AI, with its value depending not only on the volume of data but also on its continuity, systematization, and precision [2] - The integration of human body sensors for high-quality health data acquisition and AI for data analysis is expected to drive profound changes in medical thinking and treatment methods [2] Group 2: Technological Innovations - Shenzhen is recognized as one of the first 12 national comprehensive innovation pilot areas for rehabilitation assistive devices, fostering numerous high-tech companies focused on intelligent rehabilitation [3] - Shenzhen Jianlitong Intelligent Robot Co., Ltd., the forum's organizer, specializes in the research, production, and sales of rehabilitation robots and related high-tech products, highlighting AI's role in reshaping the rehabilitation healthcare system [3] - The use of multimodal data fusion technology in lower limb exoskeleton rehabilitation training systems allows for early rehabilitation training for patients with motor function impairments, effectively activating neural pathways [3] - This technology enables rehabilitation robots to accurately interpret patient intentions, transitioning from passive execution to active guidance, akin to equipping robots with a "multisensory system" [3]