Group 1 - The core viewpoint of the articles highlights the increasing preference of public funds for Hong Kong stocks, particularly Tencent Holdings, which has become the top heavy-weight stock for the first time in public fund reports [1][2] - As of the end of Q1 2025, nearly 1,200 funds held over 151.28 million shares of Tencent, marking a 24.67% increase quarter-on-quarter [1] - The overall equity position of public funds has slightly increased, with stock and mixed funds averaging 88.64% and 79.56% respectively [1] Group 2 - The market capitalization of Tencent held by public funds reached HKD 69.384 billion, a significant increase of 48.07% due to strong performance in the Hong Kong internet technology and semiconductor sectors [1] - Ningde Times has dropped to the second-largest heavy-weight stock, with a market value of approximately RMB 53.369 billion, while Kweichow Moutai has become the third [2] - The number of funds holding Alibaba has increased significantly, with 651 funds holding 287 million shares by the end of Q1, up from 200 funds holding 148 million shares at the end of the previous year [2] Group 3 - Analysts suggest that the high "AI content" in Hong Kong stocks and the scarcity of quality targets are driving a revaluation of asset values, particularly benefiting from the "China AI theme narrative" [3] - Investment focus is recommended in three main areas: technology, consumption, and innovative pharmaceuticals, as favorable policies and improved global liquidity conditions are expected to create a golden period for these sectors [3]

（文章来源：深圳商报） 【深圳商报讯】（记者范宏韬）4月23日，记者从深圳东部华侨城大侠谷景区获悉，该景区将于2025年4 月29日18时起升级改造并暂停营业，打造更具吸引力的山海生态旅游目的地。一期改造工程预计2025年 国庆假期完成并重新开放，与广大市民游客续写"山海之约"。 据介绍，东部华侨城大侠谷景区升级改造将遵循"联山、融城、通海"的核心理念，对标全球顶级山海旅 游目的地，构建"一区三核"的全新格局。一区即云中部落片区升级为山海观景地标；三核即打造全景式 山海观光体验"湾区之链·云海索道"、区域制高点观景平台"湾区之眼·观光塔"以及引入国际山地娱乐项 目"湾区之舞·山海路极"。创新运营模式，引入生态游乐、主题活动、IP商业等多元业态，打造"城市公 园新标杆"。升级改造工程计划分两期推进，其中一期改造聚焦大侠谷山下片区，预计2025年国庆假期 完成并重新开放；二期改造将延伸至山上云中部落片区，计划2027年全面建成开放。 大侠谷景区升级改造期间，东部华侨城山上片区的景点（森林小火车、茶溪云海一期公园、云海谷高尔 夫球场、丛林穿越无动力乐园）和黑森林嘉途酒店均正常营业，持续为游客带来丰富的山海度假体验。 ...

【深圳商报讯】（记者陈燕青）要约收购依然是部分公司控股的方式之一。根据Wind统计，年内已有 浩欧博、交大昂立、成大生物、ST新潮等4家公司发布了要约收购相关公告。业内认为，由于要约收购 存在一定的溢价，因此蕴藏部分套利机会。 要约收购是指收购人依照相关法律法规的规定公开向上市公司的全体股东发出收购要约，一般分为全面 要约和部分要约。要约收购约定的收购期限一般不得少于30日，并不得超过60日。各国法律对强制要约 收购触发点的规定各不相同，我国目前的强制要约收购触发点定为30%。 金帝石油此前计划以3.10元/股的价格，要约收购ST新潮20%股份，要约收购期限为4月8日至5月7日。 这样一来，伊泰B股与金帝石油构成竞争性要约，前者的报价比后者提高了近10%。 还有A股公司被港股公司要约收购。浩欧博1月下旬公告，港股中国生物制药通过境内控股子公司双润 正安预定要约收购其1557.05万股，占公司股份总数的25.01%。 从要约收购的目的来看，一是实施行业内横向整合，二是大股东进一步巩固对上市公司的控制权，三是 借此获取控股权。 对此，北方一家券商投行高管对记者表示，通过要约收购，收购方可以快速收购大量股份，从而对 ...

【深圳商报讯】（记者刘育銮文灿）4月22日，坪山区2025年知识产权宣传周启动仪式上，"新能源汽车 产业知识产权创新联合体"正式揭牌成立，这是全市首个知识产权领域的产业创新联合体。 据介绍，"新能源汽车产业知识产权创新联合体"由北京理工大学深圳汽车研究院、国家新能源汽车知识 产权运营中心牵头组建。北京理工大学深圳汽车研究院是由深圳市人民政府、坪山区人民政府与北京理 工大学合作共建，聚焦未来汽车"零碳、无人、多栖"三大颠覆性技术主线，贯通产业创新链条，汇聚全 球创新资源，打造未来汽车原始创新高地和产业聚集高地。 北京理工大学深圳汽车研究院新能源汽车知识产权运营中心负责人表示："研究院已构建由院士领衔、 20余名高层次人才为核心、百余名全职科研人员为支撑的'雁阵式'人才梯队，并获批博士后创新实践基 地和大学生实习基地，形成'引育用留'一体化生态。联合体将以此为依托，聚焦智能网联、车路协同和 车用基础工具等前沿方向，推动校企联合攻关。未来将进一步强化专利产业化机制，推动新能源汽车向 环境友好、智慧出行方向升级，为产业可持续发展注入新动能。" （文章来源：深圳商报） 目前，新能源汽车产业知识产权创新联合体已整合比亚迪 ...

Group 1: Financial Overview of Shenzhen - As of the end of Q1 2023, Shenzhen's total deposits in both domestic and foreign currencies reached 13.97 trillion yuan, while total loans amounted to 9.81 trillion yuan, with both deposits and loans increasing by over 300 billion yuan in the first quarter [1] - The balance of loans in the manufacturing sector was 1.26 trillion yuan, accounting for 12.8% of total loans, an increase of 0.6 percentage points from the end of the previous year [1] - The balance of inclusive small and micro loans reached 1.90 trillion yuan, representing 19.3% of total loans, with a growth rate 5 percentage points higher than the overall loan growth rate during the same period, placing Shenzhen among the top cities in the country [1] Group 2: Development of Payment Services - Shenzhen is actively developing a comprehensive payment demonstration zone, with over 44,000 merchants able to accept foreign cards and 4,156 ATMs supporting foreign card withdrawals as of March 2025 [2] - The number of non-cash payment transactions by foreign personnel in Shenzhen increased by 28.09% in terms of transaction count and 34.74% in terms of transaction amount in the first quarter of 2025 compared to the previous year [2] - The city has implemented simplified account opening services and established 181 standardized foreign language service outlets to address account opening difficulties for foreign nationals [2] Group 3: Cross-Border Financial Services - Shenzhen has initiated a "Cross-Border Financial Services Entering Various Districts" campaign, focusing on stabilizing foreign trade and enhancing the quality of cross-border RMB services [4] - As of March 2025, over 1,500 enterprises in Shenzhen benefited from facilitation policies, with a business scale exceeding 140 billion USD [4] - The city has supported 21,000 enterprises in cross-border e-commerce settlement, with a business scale of 52.9 billion USD, and has facilitated cross-border RMB settlements totaling 1.2 trillion yuan [4]

【深圳商报讯】（记者 张妍）4月22日，广东省心理学会精神卫生与社会心理服务专业委员会（筹）成 立大会暨精神卫生与心理健康专家研讨会在深圳市康宁医院坪山院区举行。该专委会由市康宁医院担任 主委单位，标志着深圳在心理科学事业发展上再迈新台阶。 据了解，省心理学会目前已有来自全省心理专业会员3000余名，包括部分团体会员。此次筹备成立的精 神卫生与心理服务专业委员会是该学会的第15个专门机构，将更广泛地调动各方专业力量为全社会提供 精神卫生与心理服务。 将心理健康服务融入社会治理体系、精神文明建设，融入平安中国、健康中国建设，建立健全社会心理 服务体系，深圳已迈开探索的大步。 2019年，深圳被纳入全国首批社会心理服务体系建设试点城市，市委、市政府高度重视，在市委组织 部、市委社会工作部、市卫生健康委的领导下，15个部门和10个区齐抓共管，目前已建立起遍布全市74 个街道、665个社区、961个党群服务中心和800多所中小学校的社会心理服务网络，实现了全方位、全 人群、全周期、全覆盖。特别是2020年起实施的深圳市"安心行动"，由市康宁医院具体实施，已成为新 时代基层社会治理的创新实践。 5年来，依托市康宁医院的 ...

Core Viewpoint - The 2025 "Shenzhen Huimin Insurance" program has been upgraded to include Shenzhen residents participating in off-site medical insurance, maintaining the premium at 88 yuan while expanding coverage and reducing deductibles [1][2]. Group 1: Coverage Expansion - The 2025 "Shenzhen Huimin Insurance" will now cover Shenzhen residents with off-site medical insurance, allowing participation regardless of age, occupation, or health status [1]. - The program has seen significant uptake, with 6.09 million participants in 2024, ranking among the top in the country [1]. Group 2: Deductible Reductions - The deductibles for various benefits have been reduced by up to 28.6%, with specific reductions of 4,000 yuan across five treatment categories [2]. - For instance, the deductible for "medical directory expenses" and "hospital self-paid compliant drugs" has decreased from 15,000 yuan to 11,000 yuan [2]. Group 3: Enhanced Benefits - The program now includes coverage for self-paid compliant diagnostic and treatment expenses during hospitalization, with a deductible of 11,000 yuan and a payment ratio of 70% [3]. - The annual maximum coverage for rare diseases has been increased to 600,000 yuan, and new treatments have been added to the coverage list [3]. Group 4: Direct Settlement Process - The "one-stop" direct settlement process allows participants to settle both medical insurance and "Shenzhen Huimin Insurance" claims simultaneously at over 9,600 designated medical institutions [4]. - This process has resulted in 99% of claims being settled directly, minimizing the need for participants to prepay and submit extensive documentation [4]. Group 5: Enrollment and Payment Options - Participants can use their medical insurance personal account balances for eligible family members and can enroll through various online platforms, including WeChat and Alipay [5]. - An AI assistant has been integrated into the official enrollment platform to provide users with quick and accurate responses to inquiries [5].

深圳发布野生动植物保护规划 【深圳商报讯】（记者 苑伟斌）近日，经市政府同意，深圳市规划和自然资源局、深圳市海洋发展局 联合印发实施《深圳市野生动植物保护规划（2025-2035年）》（简称《规划》）。《规划》是国土空 间规划体系下的资源保护利用类市级重要专项规划，旨在构建全域覆盖、陆海统筹、智慧高效、全民参 与的野生动植物保护体系，着力推动深圳自然生态保护工作进入全域全要素系统保护新阶段。 绘就生态新图景 《规划》以"山海共栖，万物生息"为愿景，明确打造"野生动植物资源保护的首善之城、国际生物多样 性友好示范城市、人与自然和谐共生的美丽中国典范"的总体目标。规划方案围绕"维育野性生息山海、 建设和谐共生都市、争创生态文明先锋"三大策略，提出十大举措，绘就深圳自然生态新图景。 根据《规划》，深圳将构建"四带五核多节点"野生动植物保护格局。包括罗田-大鹏、清林径-梧桐山生 态保育带，珠江口-深圳湾、大鹏湾-大亚湾陆海协同生态保育带，以及大鹏半岛-田头山保护核心、珠江 口保护核心、梧桐山-三洲田、深圳湾、大亚湾等五大保护核心。突出穿山甲、黑脸琵鹭、中华白海豚 等伞护种旗舰种栖息生境的整体保护，兼顾其他重点保护物种 ...

Core Insights - Tianyouwei (603202) is officially listed on the Shanghai Stock Exchange, marking a significant milestone for the company as it aims to strengthen its position in the automotive electronics sector and expand its global footprint [1] Company Overview - Tianyouwei specializes in the research, production, and sales of automotive instruments and related smart cockpit products, including electronic combination instruments and full LCD combination instruments [1] - The company has established a robust capability in product development, system integration, mass supply, and after-sales service, enabling it to provide synchronized development and customized support for global automotive manufacturers [1] International Market Presence - Tianyouwei has formed partnerships with several globally recognized clients, including Hyundai Motor Group, and has achieved significant sales growth in international markets [2] - The company's export revenue has shown a rapid increase, with figures of 924.72 million, 1,625.35 million, and 2,383.54 million yuan, representing 47.06%, 47.47%, and 53.60% of its main business revenue respectively [2] - The growth in export revenue is attributed to high-value products supplied to clients like Hyundai, which have performed well in overseas markets [2] Technological Advancements - The company has reached international mainstream standards for some core products and has made breakthroughs in optical bonding, integrated dual-screen modules, and composite display technology, enhancing its competitiveness in high-end cockpit applications [3] - As of the end of 2024, Tianyouwei holds 134 domestic patents, including 52 invention patents, and has one international patent, which supports its rapid response to domestic customer needs and international business expansion [3] Research and Development Capabilities - Tianyouwei has established three major R&D institutions in Suifenhe, Harbin, and Dalian, along with an EMC laboratory, creating a comprehensive R&D system covering hardware development, software design, prototype testing, and reliability verification [3] - The company can achieve synchronized collaboration and rapid response for overseas clients during the development of new vehicle cockpit systems [3] Strategic Outlook - With the global automotive industry accelerating towards intelligence and digitalization, Tianyouwei is integrating into the global smart cockpit supply chain, supported by its solid technological foundation and reliable mass delivery capabilities [3] - The IPO is expected to inject capital into the company's business expansion and serve as an important milestone in its international journey [3]

深圳游戏"出海"持续升温 2024年，广东省游戏产业继续保持增长态势。今年1月举办的"2024广东游戏产业年会"发布的《2024广 东游戏产业发展报告》显示，2024年广东省游戏营收规模2604.31亿元，占全国比例为79.94%，同比增 长6.26%。 报告显示，广东游戏"出海"持续升温，营收规模达423.6亿元，逆势增长9.9%，其中深圳占55%份额， 撑起"半壁江山"。移动游戏依旧是游戏出海的最重要部分。2024年，广东移动游戏出海收入占整体游 戏"出海"的99.16％，国产买断制端游"出海"收入占0.54%。深圳移动游戏出海收入占深圳整体游戏"出 海"的99.17%。 广东省游戏产业协会执行会长鲁晓昆在会上表示，得益于腾讯等龙头企业，开发面向全球发布的高质量 移动游戏，如在大型的竞技游戏、大型社交游戏上取得长足的优势。另一方面，丰富的数值驱动的RPG 游戏数量也成为广东游戏"走出去"的代表，在港澳台地区、日韩市场掀起波澜，为广东游戏"出海"收入 的蓬勃发展注入不小的力量。 头部企业海外市场收入大增 在头部企业的带动下，广东游戏企业蓬勃发展。《报告》指出，广东游戏企业营收规模呈现出明显的梯 队分布：第一 ...