Group 1 - The new regulation on power banks prohibits passengers from carrying those without CCC certification, unclear CCC labels, or recalled models on domestic flights, effective from June 28 [1] - From June 28 to July 25, power bank stocks like Anker Innovations and Bull Group saw stock price increases, with Anker Innovations rising by 13.66%, while companies like Ugreen Technology and Anfu Technology experienced declines, with Ugreen down by 10.4% [1] - Sales of power banks without CCC certification have significantly decreased, with many stores advertising CCC certification prominently to attract customers [1] Group 2 - Anker Innovations announced a recall of over 710,000 power bank products, with Q1 revenue reported at 5.993 billion yuan, a year-on-year increase of 36.91%, and net profit at 496.5 million yuan, up 59.57% [2] - The recall event may pressure Anker Innovations' net profit expectations for 2025, despite the stock price increasing by over 30% this year [2] - The State Administration for Market Regulation has initiated a nationwide quality safety rectification for power banks from July to September 2025, focusing on enhancing CCC certification supervision and quality control [2]

【深圳商报讯】（记者 曾智辉 通讯员 王英伟）用直播助力乡村振兴，用短视频讲述红色故事。近日， 龙华区精心谋划、创新打造"同心龙华·V光计划"，为区域发展按下"加速键"。 外地帮扶效果显著，本土文旅助攻也同样精彩，网络达人加入"同心V公益"网络服务团以后，纷纷当起 龙华"代言人"，在"V眼观龙华"直播活动中，达人们带着12万网友云游龙华古村新貌，直接带火本地文 旅消费。 2025年6月，龙华区启动"网炬领航·育才增效——聚焦流量变销量，赋能龙华新发展"主题活动，为网络 达人发布精准赋能"成长大礼包"，7天系统化培训涵盖短视频剪辑、直播带货、网络营销全攻略，实操 课堂让"小白"秒变"高手"。 网络达人孟飞在参加培训后，创作思路被彻底点燃："培训大大拓宽了我的视野。未来，我要用更有创 意的镜头语言，把龙华的红色故事、非遗瑰宝、山水画卷生动'推'出去，吸引更多人走进龙华、爱上龙 华。"深圳全接触主理人杨原在分享此次培训收获时，话语中满是对课程实用性的高度认可。令人惊喜 的是，听了第一堂培训课程后，杨原主导的视频号次日便产出一条50万播放量的视频；半个月不到，杨 原指导团队再次斩获一条百万播放量的原创视频。 当网红主 ...

Group 1 - The event "Qianhai Dream Factory Deep Hong Kong International Roadshow Center and Unicorn Acceleration Camp Financing Docking Activity" focused on the transformation of technological achievements in the "AI + industry" sector, attracting 40 well-known venture capital institutions and over 100 guests for in-depth connections [1][2] - The "Qianhai Dream Factory Fund" was introduced, which not only provides financial support but also leverages over 20 years of industry resources and ecosystems from Hongyi Group to empower park enterprises comprehensively [1][2] - The initial scale of the Dream Factory Fund is 500 million yuan, primarily funded by the Qianhai Industry Guidance Fund, with a focus on strategic emerging industries and sectors such as artificial intelligence and life health technology [2] Group 2 - Three significant signing achievements were made during the event, including collaborations with Beijing-Tianjin-Hebei National Technology Innovation Center and Shenzhen Synthetic Biology Innovation Research Institute, covering areas like technological innovation platform construction and startup incubation [2] - The roadshow highlighted eight projects from the Qianhai Dream Factory and the Deep Hong Kong innovation ecosystem, showcasing strong technological barriers and market expansion potential [2] - The current structural transformation of industrial capital is emphasized, with a focus on the collaboration between mother funds and industrial platforms to mitigate risks and share returns, addressing the challenges faced by early-stage technology startups [2]

Group 1 - The core viewpoint of the articles highlights the significant growth of bond ETFs in China, with the total scale surpassing 500 billion yuan, nearly doubling from the end of last year [1][2] - The first batch of 10 sci-tech bond ETFs has seen explosive sales, with a total issuance scale of 28.988 billion yuan, and within just five trading days, their total scale exceeded 100 billion yuan, accounting for approximately 20% of the entire bond ETF market [1] - The newly launched benchmark market-making credit bond ETFs have also contributed to the expansion, with the first batch of 8 products raising over 21 billion yuan and their latest combined scale reaching 134.44 billion yuan [1] Group 2 - From a funding inflow perspective, the overall ETF market has seen a net inflow of 371.597 billion yuan this year, with bond ETFs attracting 272.357 billion yuan, leading among various ETF categories [2] - Notably, the Hai Fu Tong Zhong Zheng Short-term Bond ETF has gained over 23 billion yuan in net inflow this year, while several other bond ETFs have attracted more than 10 billion yuan each [2] - The total number of bond ETFs in the market has expanded to 39, with a combined scale of 508.621 billion yuan, marking a historical high and accounting for 11.04% of the total ETF scale, reflecting a growth of nearly 192.26% from the end of last year [2]

Group 1 - The innovation drug sector has seen significant stock price increases this year, but many institutions believe there is still room for growth in the future [1][2] - Multiple brokerages are optimistic about the innovation drug market, citing ongoing policy support and the introduction of commercial insurance policies that could provide incremental payment opportunities [1] - The report from Guotai Junan Securities indicates that 2025 is expected to be a crucial year for domestic innovation drugs to expand internationally, with many companies transitioning from generic to innovative drugs over the past seven years [1] Group 2 - The valuation of A-share innovation drugs is relatively high but has not reached extreme levels, while Hong Kong-listed innovation drugs still have significant upside potential [2] - Continuous policy benefits and the international expansion of Chinese companies are expected to support the profitability of the innovation drug sector, with some companies showing signs of performance reversal [2]

Core Insights - The event "Starry Shine in Pengcheng" focused on investment and mergers in the intelligent connected vehicle sector, gathering over 120 representatives from various institutions in Shenzhen [1] - The Shenzhen intelligent connected vehicle industry has established a leading advantage characterized by "legislation first, scenario-driven, and ecological co-construction" [1] - Shenzhen ranks first in the number of patent-holding companies and second in patent disclosures nationwide in the intelligent connected vehicle sector [1] Industry Overview - The intelligent connected vehicle industry in Shenzhen is entering a new phase characterized by full city-wide openness, full vehicle coverage, and full scenario applications by 2025 [1] - Key technological advantages in Shenzhen's intelligent connected vehicle cluster are concentrated in automotive chips, algorithms, and operating systems [1] - Innovation hotspots are primarily in software development, heads-up displays (HUD), ultrasonic radar, integrated control systems (ADAS), and millimeter-wave radar [1] International Comparison - The U.S. and Germany led the transition from horse-drawn carriages to motor vehicles, while Japan excelled in vehicle-road collaboration over the past 30 years [1] - China is viewed as having a significant advantage in the current era of intelligent driving, with optimistic trends in the development of intelligent connected vehicles [1] Investment and Collaboration - The event included discussions on industrial investment data and services for mergers and acquisitions in Shenzhen [1] - Leading companies such as Huawei and BYD engaged in deep dialogues with investment institutions and innovative enterprises [1]

Group 1 - The "Shenzhen Venture Capital Day" event aims to accelerate the commercialization of technological achievements in the life and health sector, promoting high-quality development of the industry cluster in Shenzhen and the Greater Bay Area [1][3] - The event featured six innovative life and health technology projects, showcasing advancements from basic research to clinical applications [1][2] - Notable projects included a self-adaptive stereotactic radiotherapy system for breast cancer, a flexible electrode for brain-machine interfaces, and a targeted drug for diffuse gastric cancer that has entered phase I clinical trials [2][3] Group 2 - The event facilitated deep exchanges between over 60 investors and representatives from entrepreneurial service institutions, enhancing the atmosphere for investment and collaboration [2] - The integration of innovation resources at the International Headquarters is expected to foster robust growth in Shenzhen's life and health industry [3] - The event serves as a platform for innovative projects to gain visibility and for investment institutions to discover quality projects, thereby injecting new momentum into the cultivation of new productivity and high-quality economic development in the Greater Bay Area [3]

Core Viewpoint - Shenzhen's Housing Construction Bureau has issued the "Shenzhen Modular Building Development Action Plan (2026-2028)", aiming to implement a cumulative area of no less than 3 million square meters of modular building projects by the end of 2028, promoting the integration of three major industrial clusters in modular construction [1][2] Group 1 - The plan focuses on "one key point, two drivers, and three systems" to create a Shenzhen model for modular buildings and promote high-quality development in the construction industry [2] - Key tasks include promoting modular building applications in residential projects such as commercial housing, affordable housing, and dormitories, as well as encouraging the use of modular technology for the renovation of old neighborhoods [2] - The plan emphasizes the role of quality enterprises in driving industrial upgrades and aims to cultivate a group of enterprises that master core modular construction technologies [2] Group 2 - The plan aims to precisely layout advantageous industrial clusters to promote collaborative development, focusing on R&D, design services, and production [2] - It highlights the need for innovative management systems and strengthened product regulation to align with modular construction [2] - The plan supports the development of a technical system for modular construction, including the establishment of relevant standards and norms [2] Group 3 - Shenzhen has been continuously promoting modular building development through policy guidance, standard support, project demonstration, and industrial cultivation, resulting in over 1.6 million square meters of implemented modular construction area to date [3]

【深圳商报讯】（首席记者王海荣）深圳市科技创新局日前对外印发《深圳市科技创新领域宽容失败履 职尽责认定工作指引（试行）》（以下简称《指引》），进一步鼓励科研单位和人员积极探索、勇于创 新，充分调动和保护科研人员干事创业的积极性、主动性、创造性，营造鼓励创新、支持担当、宽容失 败的良好氛围。 《指引》规定相关单位或个人同时满足5种情形，视为履行勤勉尽责义务：包括符合战略决策方向。在 贯彻党中央、国务院和省市决策部署中创造性开展科技工作，因大胆履职，非因主观故意出现失败错 误；符合科学民主决策程序。经过充分论证，按照相关程序实施集体决策，没有超越权限擅自作出决策 或个人决定"三重一大"事项，不存在违反相关制度和业务流程的情形；没有以权谋私。经纪委监委部门 确认，遵守廉政规定，没有为自己、他人或其他组织谋取不当利益的；没有与其他组织或个人恶意串 通，损害国家利益、公共利益和他人正当利益；主动担当作为。在科技计划项目实施过程中履职尽责、 攻坚克难，出现失败错误的，或在化解矛盾纠纷、解决历史遗留问题中主动担责、积极作为，出现失败 错误的；主动纠错，及时挽回损失或消除不良影响的。 《指引》中明确，被认定为履职尽责的单位和 ...

在各种利好的刺激下，创新药个股涨幅巨大。具体来看，Wind数据显示，今年以来舒泰神累计涨幅 506.88%，博瑞医药累计涨幅232.99%，益方生物累计涨幅227.82%，三生国健累计涨幅173.75%，可谓 是牛股频现。 国家医保局发布的数据显示，2018年-2024年我国1类创新药获批上市数量呈现明显上升趋势：2024年获 批数量达48种，是2018年的5倍以上；2025年上半年获批数量已近40种，井喷效应明显。随着更多的创 新药进入医保目录，推动了我国临床用药结构优化升级，获益显著。 【深圳商报讯】（首席记者谢惠茜）7月24日，创新药板块表现相当活跃。智飞生物收盘收出20%涨 停，沃森生物涨14.68%，凯莱英、南京新百涨停，康希诺等其他个股纷纷跟涨。值得一提的是，今年 以来，创新药板块无疑成二级市场上的一匹"黑马"，截至7月24日，创新药指数已大涨逾四成，部分个 股最高涨幅已超5倍。 创新药的大涨与政策面利好频发有关。7月1日，国家医保局、国家卫生健康委印发《支持创新药高质量 发展的若干措施》，提出进一步完善全链条支持创新药发展的多项政策，包括完善医保支付政策、优化 审评审批流程等。备受关注的"商业健 ...