Group 1 - The event "Design Shenzhen" 2025 will take place from September 18 to 21 at the Shenzhen Convention and Exhibition Center, showcasing selected content from various fields including consumer technology, interior design, and industrial design [1] - "Design Shenzhen" 2025 introduces a new layout featuring the Consumer Technology Pavilion and Luxury Home Design Pavilion, interpreting the deep integration of technology and design through three main sectors: consumer technology, luxury home design, and commercial design [1] - Two major forums will be held: the "Global Luxury Home Design Conference" and the "Technology Innovation Conference" [1] Group 2 - The Technology Innovation Conference will occur from September 20 to 21, focusing on four themes: "Fusion and Symbiosis: Technology and Creativity Reshaping Design Boundaries," "Machines and Nature: Digital Design Empowering a Sustainable Future," "Diverse Aesthetics and Cross-Boundaries: Cultural Resonance of Design and Art," and "The Century Debate: Human Creativity vs. Artificial Intelligence Creativity" [1] - The conference will invite industrial designers and heads of well-known technology brand design teams to share insights and practical experiences based on their actual project experiences [1]

在为期3天的预赛中，参赛项目分成AI及软件、智能传感器、执行器及材料、应用系统四个小组，从应 用场景及颠覆对象、主要目标及战略价值、技术概况与当前进展、主要任务与实施计划、主要风险与应 对措施等方面进行项目线上展示。来自科学界、产业界及投资界的20名裁判现场进行综合评审。 【深圳商报讯】（记者陈发清）7月30日至8月1日，2025全国颠覆性技术创新大赛智能机器人锦标赛预 赛在深圳成功举办。来自全国各地的近200个项目团队携颠覆性技术创新项目集中线上路演、答辩，经 过激烈角逐，30余个项目脱颖而出，成功晋级决赛。 作为全国颠覆性技术创新大赛首个落地的锦标赛，本次大赛由京津冀国家技术创新中心主办，深圳市罗 湖区人民政府、深圳担保集团有限公司联办，深圳颠覆性技术创新中心、深圳市中小担创业投资有限公 司、深圳市至千里投资有限公司承办，并得到华夏银行深圳分行大力支持。 其中，深圳作为机器人产业链完整、创新生态活跃的城市，为本次预赛贡献了不少优质项目，覆盖芯 片、传感器、材料、具身、应用平台等多个机器人产业细分赛道，市场适配性强、商业落地规划清晰， 获得了产业专家与投资专家的高度认可。 据悉，按照大赛执委会安排，智能机器 ...

【深圳商报讯】（记者 周良成）8月6日，美的集团股价收涨0.45%，实现4连阳。这一表现的背后，是 公司近期密集的回购动作。 根据Wind数据，2025年上半年，A股市场共有1069家公司实施股份回购，累计金额达750亿元。美的集 团回购金额在A股市场中排名第二位，仅次于贵州茅台。 据悉，贵州茅台今年以来累计回购股份345.17万股，占总股本的0.2748%；累计支付金额达53.01亿元。 回购价格区间为1408.29元/股至1639.99元/股，且回购股份将全部用于注销并减少注册资本。徐工机 械、海康威视、牧原股份等公司回购总额位列前五位。 记者观察到，在中报披露前夕，美的集团的回购节奏明显加快。7月29日，美的集团斥资1.19亿元回购A 股166.85万股。7月31日，美的集团耗资约3亿元回购427万股A股股份，创下年内单日回购金额新高。 2025年3月底，美的集团在发布2024年年报的同时，宣布将以自有资金实施一项50亿元至100亿元的A股 回购计划。截至今年7月31日，公司已通过集中竞价交易方式累计回购A股股份5011万股，占总股本的 0.653%；累计支付金额高达36.37亿元。 此前，美的集团明确 ...

【深圳商报讯】（记者 周良成）截至8月6日收盘，"15倍牛股"上纬新材20%跌停，结束了持续近一个月 的狂飙。股价报收88.38元/股，单日市值蒸发逾89亿元。 据东吴证券预测，上纬新材2025年净利润约9500万元，对应合理PE应为33倍，当前股价已严重透支未 来增长预期。 消息面上，近期该股被上交所连续点名。7月25日、8月1日，上交所公告已对公司股票进行重点监控。8 月5日晚间，上交所发布关于上纬新材相关情况的通报称，上纬新材近期多次出现严重异常波动情形。 近日，该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者 正常交易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 在7月9日至8月5日这17个交易日内，上纬新材创造了13个20%涨停板的纪录。尽管智元机器人承诺，不 会借壳上市，但在具身概念加持之下，上纬新材股价连续狂飙。 ...

在7月9日至8月5日这17个交易日内，上纬新材创造了13个20%涨停板的纪录。尽管智元机器人承诺，不 会借壳上市，但在具身概念加持之下，上纬新材股价连续狂飙。 据东吴证券预测，上纬新材2025年净利润约9500万元，对应合理PE应为33倍，当前股价已严重透支未 来增长预期。 （文章来源：深圳商报） 【深圳商报讯】（记者周良成）截至8月6日收盘，"15倍牛股"上纬新材20%跌停，结束了持续近一个月 的狂飙。股价报收88.38元/股，单日市值蒸发逾89亿元。 消息面上，近期该股被上交所连续点名。7月25日、8月1日，上交所公告已对公司股票进行重点监控。8 月5日晚间，上交所发布关于上纬新材相关情况的通报称，上纬新材近期多次出现严重异常波动情形。 近日，该股股价继续大幅波动，部分投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者 正常交易决策的异常交易行为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 ...

Group 1 - Midea Group's stock price increased by 0.45% on August 6, marking a four-day consecutive rise, attributed to the company's recent share buyback activities [2] - Prior to the mid-year report disclosure, Midea Group accelerated its buyback pace, spending approximately 119 million yuan to repurchase 1.6685 million A-shares on July 29, and about 300 million yuan to buy back 4.27 million A-shares on July 31, setting a new single-day buyback record for the year [2] - By July 31, Midea Group had repurchased a total of 50.11 million A-shares, accounting for 0.653% of its total share capital, with a cumulative expenditure of 3.637 billion yuan [2] Group 2 - Midea Group announced a buyback plan of 5 billion to 10 billion yuan to be implemented with its own funds, coinciding with the release of its 2024 annual report in March 2025 [2] - The company indicated that 70% or more of the repurchased shares would be used for cancellation and reduction of registered capital, which is expected to enhance earnings per share and improve shareholder returns [2] - In the first half of 2025, a total of 1,069 companies in the A-share market conducted share buybacks, with a cumulative amount reaching 75 billion yuan, placing Midea Group's buyback amount second in the market, only behind Kweichow Moutai [2]

Core Viewpoint - Meituan's unmanned delivery vehicles have commenced regular testing operations in the densely populated and commercially active central area of Futian District, Shenzhen, marking a significant milestone for unmanned delivery in major urban centers in China [2]. Group 1: Operational Details - The deployment of unmanned vehicles in Shenzhen represents the first instance of such technology being utilized in a first-tier city center with high population density and commercial activity [2]. - Prior to the official launch, comprehensive assessments of the operational conditions and traffic impacts were conducted by relevant authorities [2]. - The unmanned vehicles are required to connect to a government platform for dynamic data monitoring and scheduling [2]. Group 2: Future Prospects - Meituan's unmanned delivery vehicles are expected to operate efficiently 24 hours a day by collaborating with delivery riders, providing instant delivery services for fresh groceries and other items [2]. - The initiative aims to integrate into various scenarios such as dining, takeout, fresh produce, and errands, creating a new technological landscape for urban living [2].

Group 1 - In July, a total of 657 private equity managers participated in A-share research activities, covering 358 stocks across 28 Shenwan first-level industries, with a total of 1,763 research instances [1] - The top ten stocks researched had no fewer than 24 instances each, with Defu Technology in the power equipment sector leading at 74 instances, significantly ahead of others [1] - Following Defu Technology, another power equipment stock, Funeng Technology, received a total of 42 research instances from private equity institutions including Yong'an Guofu and Zhengyuan Investment [1] Group 2 - The communication and electronics sectors had two stocks in the top ten, with Xinyi Technology and Shijia Photon being researched 34 and 24 times respectively, while Jucan Optoelectronics and Lexin Technology were each researched 24 times [1] - The computer industry was the most researched sector with 260 instances, significantly outpacing other industries, and included 36 stocks [1] - Other sectors such as power equipment, pharmaceutical biology, and electronics were also heavily researched, each with no fewer than 200 instances and at least 23 stocks [1]

Core Insights - Tencent has officially launched its 2026 campus recruitment, targeting university graduates from January 2025 to December 2026, with over 70 positions across five major categories [2] - The recruitment will focus heavily on AI-related roles, reflecting Tencent's accelerated investment in the AI large model sector [2][3] - Tencent plans to introduce an upgraded AI Product Manager Trainee program in August, aimed at attracting top AI product talent globally [3] Recruitment Details - The demand for software development and technical research positions is notably high, particularly in backend development, PC client development, mobile client development, and game client development [2] - AI-related positions will see a significant increase in recruitment efforts, with a focus on natural language processing, computer vision, high-performance computing, and infrastructure [2] - The recruitment will primarily take place in six cities: Shenzhen, Beijing, Guangzhou, Shanghai, Hangzhou, and Chengdu, with Shenzhen having the highest proportion of positions [3] International Expansion - Tencent's international recruitment efforts are expanding, covering over 20 countries and regions, including Singapore, the United States, the United Kingdom, Japan, and the Netherlands, with an increasing number of offers each year [3] Recruitment Process Enhancements - Tencent is incorporating AI tools to enhance the recruitment process, including AI interview tools to better match candidates with interviewers [4]

Core Viewpoint - Zhang Xuewen, the chairman and general manager of Yanjinpuzi, reduced his shareholding by 550,200 shares, representing 0.2% of the total share capital after excluding 1,050 shares in the repurchase account [1] Group 1: Shareholding Changes - After the reduction, Zhang Xuewen and his concerted parties hold a total of 172 million shares, decreasing their ownership from 63.08% to 62.88% [1] - Zhang Xuewen plans to reduce his holdings by up to 5.4556 million shares, not exceeding 2% of the total share capital, within three months from August 5 to November 3 [1] Group 2: Pledge of Shares - On July 16, Zhang Xuewen pledged 1 million shares, accounting for 2.38% of his holdings and 0.37% of the total share capital [1] - As of the announcement date, the total pledged shares by Zhang Xuewen reached 13.31 million, representing 31.72% of his holdings and 4.88% of the total share capital [1] Group 3: Market Performance - As of August 6, Yanjinpuzi's stock price closed at 70.72 yuan per share, with a total market capitalization of 19.291 billion yuan [2]