Group 1 - In June, the mutual fund market saw a resurgence, with 154 new funds launched, raising nearly 120 billion yuan, setting a record for the first half of the year [1] - Bond funds accounted for nearly half of the total issuance, with 34 new bond funds raising 57.93 billion yuan, representing 48.87% of the total [1] - The issuance of equity funds is expected to be a key focus for public funds in the second half of the year, as innovative products proliferate [1][2] Group 2 - A total of 677 funds were established in the first half of the year, with a total issuance of 526.77 billion yuan, showing growth compared to previous periods [2] - Active equity funds saw significant growth, with 45 new funds launched in June alone, raising close to 29 billion yuan, surpassing the previous five months [2] - The China Securities Regulatory Commission is expected to support the development of more technology innovation indices and public fund products, encouraging long-term investment in tech companies [3] Group 3 - The first half of the year saw 124 active equity funds established, raising a total of 51.62 billion yuan, alongside 403 index funds raising 275.30 billion yuan [3] - Fund companies are likely to focus on index funds, mixed funds, and bond funds in their future strategies, as indicated by recent regulatory decisions [3] - Enhanced index products are anticipated to attract significant capital if they can deliver excess returns compared to mainstream indices [3]

记者注意到，今年以来，荣耀经历了一系列的高管变动。2025年1月，赵明因身体原因辞去CEO职务， 随后荣耀中国区CMO姜海荣、荣耀中国区销售部部长郑树宝等多位高管也陆续离职。 今年1月17日，李健接任荣耀终端股份有限公司CEO。公开资料显示，2021年，李健加入荣耀，此前为 华为高管，早在2001年就加入华为，历任华为尼日利亚代表处代表、东北欧地区部总裁、人力资源委员 会成员、美洲片区总裁等职。 李健接任荣耀CEO后，迅速推动"阿尔法战略"，宣布未来5年投入100亿美元布局AI，将荣耀从手机厂商 转型为"AI终端生态公司"。目前，荣耀向AI转型的"阿尔法战略"正加速落地，除了持续加码AI基础研 发，构建开放生态体系，已拓展至机器人等前沿领域。 （文章来源：深圳商报） 据证监会网站披露，近日荣耀终端股份有限公司获上市辅导备案，辅导券商为中信证券。若成功上市， 荣耀有望成为A股首家AI终端生态企业。 根据辅导工作安排，荣耀将于2026年1月至3月完成上市辅导。荣耀成立于2020年4月1日，注册资本 322.39亿元，法定代表人为吴晖。控股股东深圳市智信新信息技术有限公司直接持有公司49.55%股份。 公司所处行业 ...

Group 1 - The core viewpoint of the news is that Chengtai Technology, established in 2016, is the third-largest supplier of automotive millimeter-wave radar in China by shipment volume in 2024 [1] - Chengtai Technology primarily produces forward and corner radars, with revenue contributions of 63.9% from forward radars and 35.3% from corner radars [1] - The company has engaged with over 20 automotive clients, including leading OEMs in China and several prominent European automotive brands [1] Group 2 - Chengtai Technology faces a high customer concentration risk, with Client A being its largest customer, significantly driving the company's rapid revenue growth over the past three years [1] - The company's revenue figures for 2022 to 2024 are 58 million, 157 million, and 348 million yuan, respectively, while net losses for the same period are 79.17 million, 96.60 million, and 21.77 million yuan [1] - The company attributes its net losses primarily to past investor redemption liabilities and R&D expenditures [1] Group 3 - The average selling price of Chengtai Technology's millimeter-wave radar has decreased from 249 yuan in 2022 to 184 yuan in 2024, reflecting a broader trend of over 10% annual price decline in the industry [2] - After completing a C-round financing in May 2024, the company's valuation reached 1.32 billion yuan, with plans to use the IPO proceeds for new technology research, product development in new application areas, and upgrades to testing equipment and production lines [2]

Group 1 - The core viewpoint is that Chinese equity assets are showing long-term allocation value amid global asset rebalancing, with a focus on sectors like innovative pharmaceuticals, AI, and new consumption [1][2] - Jiashi Fund expresses optimism for the next 6-12 months, citing China's stable growth policies and the ongoing development of new industries as key drivers for global economic growth [1] - Jiashi Fund recommends a "barbell" strategy for equity assets, focusing on high-growth technology assets supported by liquidity and high-dividend, cyclical assets [1] Group 2 - Hu Yu, manager at Tianhong Fund, emphasizes the importance of the rotation between consumption and technology as a core strategy for the second half of the year, highlighting the early stage of consumption recovery [2] - Fuguo Fund notes that the AI sector is expected to be a central theme for technology investment in the second half, driven by significant cost reductions and a surge in domestic AI investments [2] - The report indicates that the upstream of the AI industry chain is experiencing a convergence of advantages compared to the mid and downstream sectors, suggesting potential for broader market growth [2]

"您好，我是'南科盘古'。"在南科大机器人研究院，人形机器人"南科盘古"正在亲切地与人打招呼。这 款机器人能实现智能交互、感知与导航、双臂协同操作、视觉智能、交互礼仪等功能，高度拟人机械 臂、多模态大模型、多模式智能交互是其特点，自主研发的仿人机械臂与灵巧手系统，能实现人的手臂 的大部分功能。 "南科盘古"从样机设计、系统集成、底层通讯，到控制架构与多模态智能交互，所有设计均由南科大机 器人研究院独立完成。这也是深圳地区首个完全由高校独立研发的人形机器人。 AI新课程： 技术赋能教育改革 在南科大，人工智能的探索一直在坚实迈步。今年以来，南科大从本科专业建设、跨学科课程改革，到 前沿科研突破与产业应用落地，在"基础研究—技术攻关—产业赋能"全链条发力，构建起教育科技人才 深度融合的AI创新生态，为粤港澳大湾区AI创新提供重要支撑。 "这门AI课程让我对人工智能有了全新的认识，跨学科的案例教学让我看到了AI技术的无限可能。"近 期，人工智能通识课《人工智能与应用》刚刚结束了第一个学期的课程，不少同学表示收获满满。 在南科大，各院系都从本学科专业的角度来设计开发人工智能相关课程，推进人工智能与各领域的深度 融合， ...

Core Viewpoint - Shenzhen Landong Precision is rapidly advancing in the semiconductor equipment sector, achieving significant milestones in a short time frame, including the establishment of a new manufacturing center and successful funding rounds [1][2]. Company Overview - Founded two years ago, Landong Precision started with just three members and has grown to a team of over 100, with a strong focus on R&D, comprising more than 50% of the workforce [6][7]. - The company specializes in manufacturing critical components for semiconductor equipment, such as Mass Flow Controllers (MFC) and Ultrapure Gas Pressure Controllers (UPC), positioning itself as a competitive domestic supplier [2][6]. Funding and Growth - Landong Precision secured 40 million yuan in angel financing in 2023 and completed an additional 80 million yuan in Series A funding [2]. - The company is set to begin mass production following successful validation of its products by leading wafer and equipment manufacturers [2]. Location and Support - The choice of Shenzhen and specifically Bao'an district is attributed to its advantageous location, proximity to over 200 suppliers, and supportive government initiatives for startups [4][5]. - Bao'an district provides tailored support for returning overseas talent and has established a "亲清政企服务平台" to facilitate resource allocation for companies [4][5]. Industry Recognition - Landong Precision gained recognition in the 11th Bao'an Innovation and Entrepreneurship Competition, winning second place in the high-end equipment manufacturing category, which helped attract attention from investors and industry leaders [7]. - The company aims to become a top domestic supplier of semiconductor components, leveraging its technological capabilities and strategic location [7].

深中通道自2024年6月30日通车一年来，3100万次的车流如奔腾的血脉，日均8.6万辆的通行量，见证着 湾区经济的新脉动。一桥飞架东西，深中通道让深圳与中山从隔海相望变成左邻右里，在交通、产业和 民生等多个领域两地合作都取得显著成绩。海陆空铁多维联动，多种交通方式成为两地紧密联系、要素 流动的纽带。与此同时，产业协同发展布局逐渐形成，协调机制、产业互补等多领域"一体化"正加速驶 入"快车道"。 同城化发展，交通要先行。"深中1小时通勤圈"已经变成现实。2条深中跨市公交专线与深中通道同步开 通，双边累计发班9.9万车次，发送旅客273万人次，日均发班277车次，日均客流约7600人次。新增至 深圳定制客运线路4条，日均发班增加23班次，累计发送17.42万人次。 水上交通提速增效。中山5大集装箱码头与深圳蛇口港、盐田港2大枢纽港开通9条"组合港"航线。2024 年，深中航线完成集装箱吞吐量26万标准箱，同比增长27%，深中航线集装箱运量首次超过中山-香港 航线。其中，"组合港"航线吞吐量同比增长103%，实现翻一番。开通中山新客运口岸至深圳蛇口、深 圳机场码头航线，缩短航程约21公里，节约时间约20分钟。 同 ...

Core Insights - The domestic high-performance Silicon Photomultiplier (SiPM) has achieved significant breakthroughs in localization, marking a successful end to foreign monopolization in this sector [2] - SiPMs are crucial optical-electronic conversion devices with applications in nuclear medical imaging, nuclear measurement and control equipment, high-energy physics research, and biological sciences, showcasing immense potential [2] - The establishment of Zhongjing Optoelectronics by China General Nuclear Power Corporation (CGN) and Beijing Normal University aims to promote the transformation of technological achievements with proprietary technologies [2][3] Company Developments - Zhongjing Optoelectronics has successfully established a packaging production line with a device yield exceeding 90%, filling the gap in the domestic high-performance SiPM market [2] - The company invested in a high-standard cleanroom facility and designed a high-level packaging production line that integrates standardized production and quality control [3] - The production line has passed EU RoHS certification and is on track to achieve ISO certification, laying a solid foundation for large-scale application and market expansion [3] Market Strategy - The company is focused on optimizing SiPM product performance and is actively pursuing market expansion in relevant fields [3] - The goal is to build core competitiveness and self-sustaining development capabilities, contributing to the localization and autonomy of high-end equipment in China [3]

Core Insights - The AI-enabled Shenzhen Pharmaceutical and Medical Device Industry High-Quality Development Conference successfully took place, focusing on how data and algorithms can enhance drug development, precision medicine, and health management [1] - Shenzhen is a major hub for AI pharmaceutical companies, with 18 AI drug companies representing 17% of the national total, including notable firms like Crystal Technology, Star Pharmaceutical, and Eglen Pharmaceuticals [1] - Shenzhen's AI drug clinical pipelines are advancing rapidly, with 10 AI pipelines entering clinical stages, accounting for 10% globally and 30% nationally [1] - The "AI + Medical Devices" industry in Shenzhen is also leading nationally, with products concentrated in various disease areas such as cardiovascular, neurological, and oncology [1] Product and Data Development - The conference announced a list of outstanding AI + pharmaceutical and medical device products, including high-throughput peptide synthesizers and AI diagnostic models for chronic diseases [2] - The biomedicine and high-end medical device sectors are key strategic emerging industry clusters in Shenzhen, relying on a high-quality data flow environment for digital and intelligent development [2] - Shenzhen Data Exchange introduced five high-quality medical data products focused on public health, chronic disease management, and vaccination, providing a solid data foundation for AI pharmaceutical companies [2] - The Shenzhen Data Exchange has made breakthroughs in data property registration, trusted circulation, and revenue distribution, creating replicable and scalable innovative results in various fields, including healthcare [2]

【深圳商报讯】（记者肖晗）记者从丰翼科技获悉，近日，公司与深圳海吉星达成战略合作，双方将围 绕"无人机+农产品批发市场"场景展开深度合作，优化农产品运输链路，提升流通效率，降低损耗成 本，推动农产品供应链智能化升级。 据悉，深农集团旗下深圳海吉星是深圳市重要的农产品批发市场，主要供应深港两地，满足深圳市场约 70％以及香港市场60％的蔬菜供应，日均农产品交易量近1万吨。随着消费升级和城市发展，传统农产 品的物流配送体系亟待优化，同时对生鲜产品的品质保障也提出了更高标准的要求。此次丰翼科技与深 圳海吉星携手构建产地直供的低空运输新模式，正是为了破解这一难题。 通过本次合作，丰翼科技开通了深圳海吉星专属低空航线，并与丰翼低空物流网络互联互通。依托丰翼 成熟的无人机技术与丰富的运营经验，农产品从批发市场到消费端的运输时间大幅度缩短，运输损耗显 著降低，市民也能以更优惠的价格享受到更新鲜的食材。 低空经济作为新质生产力的重要赛道，已成为区域高质量发展的战略支点。在本次合作中，平湖街道联 动交通、产业部门多次走访企业，清理空域审批、场景试点等需求清单，打通政策落地最后一步。同 时，在资源对接上穿针引线，积极搭建政企沟通 ...