Core Viewpoint - Hangzhou High-tech Materials Technology Co., Ltd. is undergoing a change in control, with Beijing Juyuan Weiye Energy Technology Co., Ltd. becoming the new controlling shareholder, which may lead to new business synergies for the company [1][2] Group 1: Control Change Announcement - The company announced on June 30, 2025, that its controlling shareholder, Zhejiang Donghang Holding Group Co., Ltd., is planning to transfer 19.03% of the company's total shares to Juyuan Weiye, resulting in a change of control [1][2] - The stock will resume trading on July 2, 2025, after a temporary suspension to ensure fair information disclosure and protect investor interests [1][3] Group 2: Transaction Details - A memorandum was signed between Donghang Group and Juyuan Weiye, with the total valuation of the company set at 2.6 billion yuan, leading to the transfer of 24,105,872 shares [2] - Donghang Group commits not to seek control of the company post-transaction and guarantees that the existing business will achieve positive net profits during the performance commitment period from 2025 to 2027, with combined revenue not less than 300 million yuan [2] Group 3: Financial Performance - For Q1 2025, the company reported total revenue of 83.908 million yuan, a year-on-year increase of 21.75%, while the net profit attributable to the parent company was -1.8043 million yuan, showing a year-on-year improvement of 55.73% [3] - The company's gross margin increased by 21.03% year-on-year, and the net profit margin improved by 59.77% year-on-year [3] Group 4: Juyuan Weiye Overview - Juyuan Weiye, established on January 23, 2017, is controlled by Lin Rongsheng and focuses on green clean energy supply, with a business presence in the northwest and a national layout [3] - The company has developed a comprehensive LNG industry structure, with an annual liquefied natural gas production capacity of 3 million tons and a logistics capacity exceeding 1 million tons [3]

Core Insights - The summer box office in 2025 is experiencing a strong start, with total ticket sales surpassing 19.7 billion yuan as of July 1 [4] - Major films leading the box office include "Mission: Impossible 8" and "The Sauce Shop Case," with the former grossing 455 million yuan and the latter 336 million yuan [4] - A diverse lineup of upcoming films includes both domestic and international titles, indicating a competitive summer season [5] Box Office Performance - "Mission: Impossible 8" has dominated the market with 455 million yuan in 33 days, showcasing the appeal of high-stakes action films [4] - "The Sauce Shop Case," directed by Chen Kexin, has garnered 336 million yuan in 11 days, benefiting from a strong cast and positive reviews [4] - Animated films are also performing well, with "How to Train Your Dragon" earning 233 million yuan and "Detective Conan: The Lone Eye's Illusion" surpassing 184 million yuan in just five days [4] Upcoming Films - The upcoming summer releases include "The Lychee of Chang'an," "East Extreme Island," and "Jurassic World: Rebirth," which are expected to intensify competition between Chinese and Hollywood films [5] - Notable Chinese films include "The Lychee of Chang'an," featuring stars like Andy Lau and Yang Mi, and "East Extreme Island," which focuses on a WWII rescue mission [5] - Hollywood films such as "Superman" and "Fantastic Four: The First Appearance" are also set to release, promising a diverse viewing experience for audiences [5] Genre Diversity - The summer film lineup features a variety of genres, including animation, action, and family dramas, catering to different audience preferences [6] - Noteworthy animated films include "The Legend of the White Snake 2" and "The Little Prince," while crime thrillers like "The Flower Girl Murder Case" and "Malice" are also highlighted [6] - Family-oriented films such as "No More Retreat" and "You Can Do It!" aim to resonate emotionally with viewers, showcasing the industry's focus on diverse storytelling [6] Market Outlook - The film market is poised for a significant surge as various genres and themes are introduced, promising a vibrant viewing experience for audiences [7] - The influx of new films is expected to sustain the momentum of the box office, reflecting the industry's resilience and adaptability [7]

Core Viewpoint - Shenzhen Municipal Market Supervision Administration has launched a "Commercial Secret Protection" service column to provide a one-stop service for enterprises, focusing on policy dissemination, learning resources, risk prevention, and foreign-related services [1] Group 1: Service Structure - The service column consists of four core sections: "Notifications and Announcements," "Activity Highlights," "Learning Area," and "Thematic Services," creating a multi-dimensional and interactive service system for commercial secret protection [1] - The "Notifications and Announcements" section publishes relevant policy documents, activity previews, and public information to keep enterprises updated on regulatory dynamics [1] - The "Activity Highlights" section showcases various information related to training, results release, and enterprise services through a visually engaging format, promoting experience exchange and sharing [1] - The "Learning Area" includes three sub-sections: "Standards and Guidelines," "Typical Cases," and "Practical Research," providing various learning resources to enhance enterprises' practical capabilities in commercial secret protection [1] - The "Thematic Services" section integrates three special services, including a regularly updated list of commercial secret protection service points across the city, facilitating enterprises' access to professional support [1] Group 2: Online Services and Features - As of June 2025, there will be 74 commercial secret protection service points in Shenzhen, covering all 11 districts of the city [2] - The online "Health Check" service and a 30-day free "Diagnosis" are highlighted features of the third "Enterprise Commercial Secret Protection Capability Enhancement Service Month" [2] - The online "Health Check" service, developed in collaboration with Deepin Technology Co., utilizes expandable data leakage prevention technology (XDLP) to intelligently detect, warn, and trace the flow of commercial secret data [2] - Enterprises can apply for the "Health Check" to refine their commercial secret management strategies and conduct comprehensive audits of file transmission routes across various platforms [2] - The service aims to provide real-time, embedded, and continuous assessments of data flow, helping enterprises identify and address management vulnerabilities from the source [2] Group 3: Application Process - Enterprises interested in participating in the online "Health Check" can submit applications via a QR code, choosing between "Self-Registration" or "IT Assistant Support" for the assessment [3] - Upon completing the 30-day free assessment, enterprises will receive a detailed "Commercial Secret Management Risk Online Health Check Report," highlighting risks across various dimensions [3] - Market supervision departments can also provide one-on-one on-site guidance services by linking experts to assist enterprises [3]

免签政策、即时退税、移动支付，"来华三宝"正吸引越来越多外国人来华旅行和消费。近日，深圳再升 级离境退税服务，深圳市税务局与支付宝、广东华兴银行合作，支持全球入境游客在深圳消费后，用支 付宝"碰一下""扫一下"办理"即买即退"即时退税，数智赋能助推入境游消费。 （文章来源：深圳商报） 6月，深圳市税务局联合支付宝等启动退税服务升级工作。此次升级，除了上线支付宝"碰一下""扫一 下"退税功能，也在口岸醒目位置加强相关退税服务的宣传和指引。 近日，深圳福田口岸、深圳湾口岸、文锦渡口岸、蛇口邮轮母港、深圳宝安国际机场等海陆空口岸，都 已支持入境游客通过自助服务，退税到支付宝、银行卡等渠道；也将支持用支付宝"碰一下""扫一下"办 理退税。由此，深圳成为全国首个海陆空口岸和市区都实现数智化便捷退税的城市。 据了解，今年1-5月，深圳市离境退税商品销售额同比增长超2.1倍，其中，"即买即退"商品销售额同比 增长超20倍。创新便捷的退税服务将有助于营造国际化的消费环境，进一步促进入境游消费。 此次"即买即退"即时退税升级率先在深圳湾万象城等商圈上线。来自乌兹别克斯坦的外国游客Leon，体 验了退税新服务。在万象城购物后，他 ...

Core Points - The 2025 national railway summer transportation period commenced on July 1, lasting for 62 days until August 31, with a projected passenger volume of 133 million, averaging 2.142 million passengers per day, representing a year-on-year increase of 5.8%, marking a historical high for the same period [1][2] Group 1 - The peak travel day is expected to be August 9, with an anticipated 2.56 million passengers, an increase of 148,000 passengers or 6.1% year-on-year [2] - The passenger flow during this summer transportation period is characterized mainly by student, tourism, and family visit flows, with business travel being secondary [2] - To meet the high demand, the company plans to operate 144 temporary passenger trains, including 50 regular trains and 94 high-speed trains, with an average of 3,166 trains running daily, a 9.1% increase year-on-year [2] Group 2 - Preparations for the summer transportation have been completed, including a ticket reservation mechanism prioritizing students [2] - Special services such as "light travel" and pet transportation have been introduced at Shenzhen North and Guangzhou South stations, providing convenient options for travelers [2]

兴业基金权益投资部总经理邹慧表示，下半年的投资主线预计还是稳定类资产和成长类科技资产。看好 交运、消费、出版、游戏、有色等ROE高且分红率稳定的板块。成长类资产主要关注军工、医药、通 信、游戏等方向。 信澳领先增长基金经理齐兴方认为，当前市场流动性宽松，对科技、成长风格行情形成直接助力。推荐 具有核心技术壁垒及海外渠道建设能力的优势制造企业。 平安医药精选股票基金经理周思聪表示，下半年投资主线预计还是成长风格继续占优。优质的科技资 产、新兴消费行业都值得关注。在科技领域，AI算力、智能驾驶等细分领域或成为投资主线；在医药 领域，创新药有望成为核心主线。 A股上半年三大指数集体收涨。展望下半年行情，多数机构对A股后续走势较为乐观，预计A股下半年 将呈现"先震荡、后向上"格局，市场结构性机会突出。科技成长（如AI、创新药）与红利资产被集中看 好，有望成为下半年核心配置方向。 中信建投证券首席经济学家黄文涛判断，A股下半年预计将"先震荡，后向上"。下半年的弱美元趋势、 资本市场政策支持和流动性环境整体性改善有望推动A股震荡中枢持续上移，全球基本面超预期改善、 国内增量政策落地和新兴产业发展则有望成为市场向上的关键催 ...

首个比赛日产生13枚金牌。运动员们在赛道上激烈追逐，一次次上演超越、"套圈"的精彩，观众席上掌 声、加油声、欢呼声不断。比赛中途还下起大雨，观众报以整齐的加油呐喊鼓舞运动员，致敬他们不惧 风雨、顽强拼搏的精神。 据悉，为保障残障运动员平等、便捷、安全地参赛，龙岗分赛区对场馆的无障碍环境进行了全面升级， 增设了带防滑、避障功能的不锈钢升降平台，改造了无障碍电梯、卫生间及坡道，并大量运用高对比度 标识系统。运动员入驻的酒店也配备了各类专用的辅助设备，其中包括许多源自龙岗的"黑科技"。同 时，一支经过精心遴选和专业培训的青年志愿者队伍，将为赛事提供细致、贴心、充满人情味的服务， 全方位践行"以人为本"的办赛理念。 （文章来源：深圳商报） 7月1日上午，全国第十二届残疾人运动会暨第九届特殊奥林匹克运动会（以下简称"残特奥会"）自行车 赛在深圳龙岗国际自行车赛场正式开赛。在首个项目角逐中，辽宁队钱王伟打破由自己保持的全国纪 录，以微弱优势夺得女子3公里个人追逐赛决赛冠军。这也是本届残特奥会深圳赛区诞生的首枚金牌。 夺冠后，钱王伟表达了她激动而愉悦的心情："非常开心！很激动！"有着11年训练经验的她去过多个国 家参赛，钱 ...

Core Insights - The Dapeng Bay Marine Experimental Field Phase I, specifically the Tuyang Open Sea Experimental Zone, will begin trial operations on July 15 and is currently accepting test reservations [1] - Shenzhen is accelerating its development as a global marine center city, focusing on marine technology innovation and emerging marine industries [1] Group 1: Experimental Zone Overview - The Tuyang Open Sea Experimental Zone covers an area of approximately 0.5 to 1 square kilometers with depths ranging from 5 to 9 meters, designed for flexible testing of underwater products [2] - The experimental zone operates under an open sea usage model with a reservation system for centralized test arrangements [2] - It provides various services including docking facilities, temporary land support, and customized testing solutions [2][3] Group 2: Infrastructure and Facilities - The experimental zone features two docks: one for small marine equipment and another capable of accommodating 5,000-ton test mother ships [2] - Land-based support facilities include temporary office spaces, storage rooms, and command centers to ensure operational efficiency [3] - The zone is equipped with a simplified underwater measurement and control system, as well as specialized equipment rental services [3]

为缓解多车流汇聚进入隧道引发的拥堵问题，深圳交警在重要节点值守管控，并对关键节点交通组织进 行调整优化，动态布设铁马、水马、雪糕筒等隔离设施。创新开设交叉车道"常态、半封控、全封控"三 种管控模式，动态切换，科学分配道路资源，提高道路蓄车利用率，确保车流各行其道、互不干扰，保 障路网交通均衡。 深中通道连接深圳、中山、广州等地市，深圳交警联动中山交警、深中通道、深高速、广深高速等单位 建立"五方联勤"机制，打造"一盘棋"管控格局，共同保障交通安全有序。 深中通道开通以来，深圳交警采取"车巡+视频巡+电警执法"相结合的方式，严查隧道主线及相关侧接 线违法行为，其中查处违法变道插队141宗、违规占用应急车道25宗、冲禁令90宗。 深圳交警充分发挥隧道内监控视频作用，制定视频轮巡预案并全量纳入事件检测系统，对隧道内异常停 车、行人闯入、交通拥堵等异常事件实时预警。同时，交警对道路上发生的警情实时盯办，指挥调度警 力快速到场处置、快速撤离，减缓拥堵和预防二次事故。 截至目前，深中通道开通已满一年。为做好深中通道通车运行保障工作，深圳交警紧紧围绕"安全、顺 畅、舒适、智慧"运行的总要求，全力以赴防事故、保安全、促畅通。 ...

Group 1 - The "2025 Artificial Intelligence Development White Paper" indicates that by the end of 2024, the number of AI-related companies in China will reach 13,069, ranking second globally, with the US leading at 18,616 [1] - Shenzhen is projected to have over 2,000 AI-related companies by the end of 2024, ranking third in the country, including 143 recognized as "specialized and innovative" small giant enterprises and 744 as specialized and innovative small and medium enterprises [1] - Over 60% of AI companies in Shenzhen are focused on the application layer, highlighting an "application-driven" characteristic, with concentrations in smart security, intelligent robotics, and smart manufacturing [1] Group 2 - The demand for talent in Shenzhen's AI sector is expected to grow explosively in 2024, with core job recruitment increasing by over 40% year-on-year, particularly in cutting-edge fields such as large models (474.4% growth), smart chips (192.2% growth), and virtual/augmented reality (136.1% growth) [2] - Shenzhen's government has opened 4,065 data sets, providing over 2.82 billion data points, and the data trading scale is approximately 16.7 billion yuan, leading the nation [2] - The city has established and is building intelligent computing power exceeding 62 EFLOPS, with supply scheduling scales surpassing 30,000 PFLOPS [2] Group 3 - The white paper emphasizes that AI is at a critical transition from quantitative to qualitative change, with the integration of quantum computing, supercomputing, and intelligent computing representing the ultimate form of computing power [3] - Humanoid robots are driving the industrialization of embodied intelligence, while brain-machine interfaces are expanding into education, entertainment, and military sectors [3] - Intelligent agents are becoming a key pathway for the realization of Artificial General Intelligence (AGI) through autonomous perception, decision-making, and execution [3]