威力传动（300904）（300904）7月16日晚间发布公告，公司总裁辞职。 近年来威力传动业绩逐年下滑，于去年由盈转亏。 数据显示，2022年至2024年，威力传动营收分别为6.191亿元、5.532亿元、3.452亿元，期间降幅分别为 10.65%、37.60%；净利润则分别为6826万元、4120万元、-2955万元，期间降幅为39.64%、171.72%。 截至公告披露日，常晓薇未直接持有公司股票，通过公司2024年员工持股计划间接持有公司股份14,300 股，占公司总股本的0.0198%，不存在应当履行而未履行的承诺事项。 同日晚间，威力传动还公布了另一份人事变动公告，公司7月16日召开职工代表大会2025年第一次会 议，选举陈永宁为公司第三届董事会职工董事，任期自本次职工代表大会通过之日起至第三届董事会届 满之日止。 简历显示，陈永宁，女，1984年11月出生，中国国籍，无境外永久居留权，本科学历，助理经济师、中 级人力资源管理师。历任宁夏青龙管业（002457）股份有限公司人力资源岗；公司人力资源主管、综合 管理部副部长、部长；公司职工监事、监事会主席；现任公司总裁助理兼总裁办公室主任。 截至 ...

Group 1 - The company expects to achieve an operating income of approximately 20.6 billion yuan in the first half of 2025, representing a year-on-year growth of over 10% [1] - The net profit attributable to the parent company is projected to be between 40.4 million yuan and 52.4 million yuan, a year-on-year decrease of 84.26% to 87.86% [1] - Excluding non-recurring gains and losses, the company anticipates a net loss attributable to the parent company of between -51.065 million yuan and -39.065 million yuan, a year-on-year decrease of 119.77% to 125.84% [1] Group 2 - The company attributes the decline in performance for the first half of 2025 to a combination of external environment factors and internal operational strategy adjustments [1] - Despite the challenges, the company reports continuous optimization of customer experience metrics, with revenue achieving double-digit year-on-year growth for two consecutive quarters and a steady increase in market share [1] - The company has experienced a downward trend in gross margin, with figures of 10.19%, 8.68%, and 7.62% for the years 2022 to 2024, and a gross margin of only 3.99% in the first quarter of 2025, a year-on-year decline of 37.83% [2] Group 3 - As of the close on the 16th, the company's stock price increased by 0.90%, reaching 15.73 yuan per share, with a total market capitalization of 16.04 billion yuan [3]

【深圳商报讯】（首席记者吴吉）7月15日5时34分，文昌航天发射场，搭载着中国空间站重要科学实验 物资的天舟九号货运飞船成功发射升空。在这批"太空快递"中，香港中文大学（深圳）唐本忠院士团队 参与的空间站项目首批在轨试验物资正式启程，奔赴中国空间站。这标志着我国在空间站微生物快速监 测与主动防护技术领域迈出关键一步。 为确保任务成功，项目团队前期进行了周密准备。自7月11日起，相关核心试验载荷已顺利运抵文昌发 射场，团队成员全力以赴进行交付验收工作，确保万无一失。 此次任务的成功实施，不仅将为航天员长期驻留空间站构筑更可靠的微生物安全屏障，其验证的先进技 术成果也有望反哺地面应用，推动相关领域的发展。 （文章来源：深圳商报） "AIE融合仿生纳米抗菌模块"利用了创新的仿生纳米抗菌结构，在空间站微重力环境下，对多种物理、 化学以及复合杀菌方式的在轨抗菌效果进行高效验证并评估。其灵敏度高、响应快、操作简便、稳定性 强，为实时掌握空间微生物状况、保障航天员健康安全提供了坚实的技术支持。 该项目针对空间站特殊环境中微生物监测与防控的重大需求，提出了创新性解决方案。唐本忠院士团队 贡献了其原创且国际领先的聚集诱导发光（ ...

Group 1 - The core viewpoint of the articles highlights the resurgence of stablecoin-related stocks in the market, driven by legislative developments in Hong Kong and the U.S. that are paving the way for a new era of compliance and growth in the stablecoin sector [1][3][4] - The Hong Kong Legislative Council's approval of the Stablecoin Regulation, effective August 1, has sparked interest among major financial institutions and tech giants, with over 40 companies preparing to apply for stablecoin licenses [1][2] - The global stablecoin market is projected to exceed $3.7 trillion by 2026, with cross-border payments and tokenization of real-world assets (RWA) identified as key growth drivers [3] Group 2 - Major internet companies and traditional financial institutions are accelerating their stablecoin strategies, with Ant Group planning to apply for licenses in Hong Kong and Singapore, indicating a competitive landscape for stablecoin issuance [2][3] - Retail giants like Walmart and Amazon are exploring the possibility of issuing proprietary tokens for payment and loyalty systems, reflecting a broader trend of integration between digital assets and traditional retail [3]

小小"IP"，成为深圳培育消费新场景的"大功臣"。近日，深圳"创新'IP+'融合模式，引爆全城消费新热 潮"入选商务部"IP+消费"典型案例。深圳聚焦商文旅融合发展，通过IP联名出爆品，整合商圈打造IP消 费聚集地，走出"IP+"融合新路径，掀起全城IP消费新热潮。 "IP+品牌"，开发联名出爆品 近年来，深圳通过政策支持和市场引导，助力企业培育和引入优质IP资源，营造全城沉浸式主题场景。 通过IP联名开发新品，出爆品，是众多企业和品牌的选择。联动全球知名IP宝可梦，南山区积极组织工 业、服务业、批零住餐等89家企业与深圳品牌有色、SKG开发落地IP联名产品，有色首发1.5万套联名 产品"秒空"，SKG产品活动期间销售额同比增长28%。 福田区星河COCO Park积极引入多个国内优质IP资源，落地17场IP活动，其中全国首展6档、华南首展6 档、深圳首展4档。尤为值得一提的是，其与名创优品合作开展的哈利·波特、Chiikawa快闪活动销售额 均为全国第一，进一步吸引更多优质IP资源合作。 为打造全城联动的IP消费场景，深圳南山区引进国际顶级IP"宝可梦"打造"寻梦南山"专项促消费活动， 用宝可梦IP元素包装 ...

Core Viewpoint - The stablecoin concept has gained significant attention in the capital market due to favorable policies, leading to remarkable stock price increases for several companies in this sector [2][3]. Group 1: Company Performance - As of July 16, 2023, the stock of 加幂科技 has surged by 1040%, making it a "10x bull stock" [2]. - Other Hong Kong stocks related to stablecoins have also seen impressive gains, with 耀才证券金融 up 497.37%, 国泰君安国际 up 480.10%, and 金涌投资 up 351.93% [3]. - In the A-share market, 恒宝股份 has increased by 250.01%, while 四方精创 and 楚天龙 have risen by 163.11% and 115.10%, respectively [3]. Group 2: Industry Trends - The rise in stablecoin stocks is attributed to the increasing interest in Web3.0 and blockchain technologies, particularly as the cryptocurrency market recovers [2]. - 加幂科技 has been actively investing in Web3.0-related businesses, including the development of on-chain data analysis platforms and DEX aggregators [2]. - The current market sentiment is driven by future expectations rather than actual business performance, indicating that many companies are still in the early stages of stablecoin-related business development [4]. Group 3: Analyst Insights - Analysts caution that while the stablecoin concept is currently popular, many companies lack substantial business performance disclosures related to stablecoins, leading to speculative trading based on future expectations [4]. - There is a warning against blindly chasing high stock prices, as some companies may be experiencing inflated valuations without solid business foundations [4]. - Investors are advised to focus on companies with advanced technology, leading market shares, and strong management for sustainable investment opportunities [4].

7月15日，黄仁勋在采访中宣布了两个重要进展：美国已批准H20芯片销往中国，以及英伟达将推出 RTXpro GPU。周二美国股市收盘时，英伟达股价报170.7美元/股，上涨4.04%，股价再创新高，市值达 41650.8亿美元，比曾经多年的全球市值第一大公司苹果已高出1万亿美元。 英伟达股价的上涨带动了A股相关概念股走强。7月16日，鸿博股份涨停；新易盛股价上涨8.1%，股价 再创历史新高；浪潮信息、同方股份、启明星辰、鼎阳科技等跟涨。据了解，A股中多家光模块企业与 英伟达存在直接或间接合作，受益其算力需求的持续增长。今年5月以来，A股多家光模块概念股持续 走高，截至7月16日收盘，新易盛股价累计上涨166.08%，中际旭创上涨105.76%，天孚通信、长芯博创 等涨超八成。此外，工业富联、生益科技股价上涨近五成，华工科技、世运电路、奥比中光等涨超一 成。 【深圳商报讯】（记者周良成）7月16日，英伟达CEO黄仁勋在第三届中国国际供应链促进博览会开幕 式上致辞，并选择用中文演讲了一小段。他表示，这是他第一次用中文演讲。在演讲中，他提及了腾 讯、网易、米哈游、字节跳动、DeepSeek、阿里巴巴、MiniMax ...

Group 1 - The core viewpoint of the news is that Huadian New Energy's stock surged significantly on its debut, marking a notable event in the A-share market with a record high trading volume and price increase [2][3]. - Huadian New Energy's initial public offering (IPO) price was set at 3.18 yuan per share, which is the lowest in nearly three years for A-shares. The stock opened at 5.50 yuan, reflecting a 72.96% increase, and reached a peak of 10.17 yuan, representing a 219.81% rise during trading [2]. - By the end of the trading day, Huadian New Energy's stock closed at 7.18 yuan, with a total increase of 125.80% and a trading volume of 12.7 billion yuan [2]. Group 2 - Huadian New Energy primarily focuses on the development, investment, and operation of renewable energy projects, including wind and solar power. The company has a comprehensive business layout covering various types of renewable energy projects [3]. - In terms of revenue for 2024, wind power is projected to generate 227.41 billion yuan, accounting for 66.95% of total revenue, while solar power is expected to contribute 109.39 billion yuan, making up 32.20% [3]. - The funds raised from the IPO will be primarily allocated to projects such as large-scale wind and solar bases, local load centers, new power system collaborative development, and green ecological civilization projects [3].

【深圳商报讯】（记者陈燕青）随着中报预告的出炉，上半年上市券商的业绩也浮出水面。根据Wind 统计，截至7月15日，目前已有26家券商发布中报业绩预告或业绩快报，均实现同比增长。其中，10家 券商预计上半年净利润同比翻倍，更有国联民生、华西证券两家券商上半年净利润增幅超10倍。 从净利润规模来看，共有13家券商预计上半年净利润下限超过10亿元。国泰海通位居榜首，公司在上半 年完成吸收合并海通证券，预计上半年净利润超过152亿元。中国银河、国信证券、中信建投、申万宏 源紧随其后，4家券商预计上半年净利润均超过40亿元；中金公司、东方证券则预计上半年净利润超过 30亿元。 对于上半年券商业绩增长，业内普遍认为主要原因包括：A股交易活跃度同比高增长、IPO同比增速改 善、二季度债市转暖，叠加上半年港股交易活跃和IPO同比高景气。 6月以来券商股整体走势强劲，最近一个半月上涨近10%，明显跑赢大盘。 国泰海通预计上半年实现归母净利润152.83亿元至159.57亿元，同比增长205%～218%。对于业绩大 增，国泰海通称，上半年公司全面推动零售、机构和企业三大客户服务体系建设，稳步发展各项业务， 取得较好经营业绩。同 ...

记者获悉，作为全球首个以供应链为主题的国家级展会，本届链博会共吸引来自75个国家和地区及8个 国际组织的651家企业参展，世界500强和行业龙头企业占比超过65%。本次深圳参展企业覆盖先进制 造、数字科技、健康生活、绿色农业、智能汽车、清洁能源六大链条及供应链服务展区，聚焦技术突破 与场景落地，多项创新成果成为展馆焦点。 【深圳商报讯】（驻京记者宋华）7月16日，第三届中国国际供应链促进博览会（下称"链博会"）在北 京中国国际展览中心盛大开幕。深圳市贸促会组织稳健医疗、优必选、大族激光、贝特瑞等28家深圳优 秀企业集体亮相，其中11家以广东主宾省专题展区形式展出，并配套举办"粤链粤强，链领全球"广东省 国际供应链合作大会、深圳供应链创新合作对接会等活动，通过"创新成果展示+全球合作对接"的双重 路径，全方位展现深圳在全球产业链供应链中的核心地位与硬核实力。 （文章来源：深圳商报） 深圳市贸促会贸易投资促进部副部长薛远鹏介绍，与前两届链博会相比，本届深圳参展企业从"全面参 展"到"精准发力"，更加聚焦硬核科技与绿色转型。在硬核科技方面，新增洲明科技、欧冶半导体、兆 威机电等8家国家级专精特新"小巨人"企业，核心 ...