Core Viewpoint - The cross-border tourism market in Shenzhen is experiencing a surge due to the expansion of visa-free policies, particularly the recent implementation of unilateral visa exemptions for five Latin American countries, which has significantly increased foreign visitor numbers [1][2]. Group 1: Visa-Free Policy Impact - The expansion of the visa-free "circle" and the implementation of a 240-hour transit visa exemption have facilitated foreign entry into China, leading to a notable increase in foreign visitors to Shenzhen [1]. - In the first half of the year, over 500,000 foreign individuals were processed at the Huanggang border inspection station, marking a 42% year-on-year increase, with more than 80,000 benefiting from the visa exemption, a staggering 82% increase [1]. Group 2: International Flight Network Expansion - The launch of the Emirates Airlines route from Shenzhen to Dubai on July 1 has established a new air corridor between Shenzhen and the Middle East, expanding the international passenger routes to 35 countries and 45 cities [2]. - During the "May Day" holiday, nearly 20,000 foreign individuals entered through Shenzhen Airport, reflecting an 86.2% year-on-year increase, with over 5,000 entering under the visa exemption, a remarkable 244% increase [2]. Group 3: Cross-Border Payment and Shopping Trends - The addition of new tax refund ports has made Shenzhen the city with the most diverse tax refund options in the country, enhancing the shopping experience for foreign visitors [3]. - The launch of cross-border payment systems has made transactions easier, transforming "China travel" into "China shopping," with a significant increase in foreign purchases during their visits [3]. Group 4: One-Stop Service for Foreign Residents - Shenzhen has developed a comprehensive convenience system for foreign residents, including an electronic quick-filling system for entry cards that reduces filling time by 60% to 80% [3]. - The city has streamlined the process for foreign work permits and residence permits, reducing processing time from 15 days to 7 days, benefiting over 42,600 foreign individuals [4]. Group 5: Integration Services for Foreign Talent - Shenzhen is promoting the use of permanent residence permits for foreigners, allowing them to access medical services, accommodation, and transportation with ease [4]. - The city offers a one-stop service for foreign talent, covering various aspects of life and business, ensuring a smooth integration process for expatriates [4].

Group 1 - As of July 15, 2025, 1,525 A-share listed companies disclosed their mid-year performance forecasts, with 662 companies expecting profit increases, accounting for 43.41% of the total [1] - 857 companies forecasted profit declines, representing 56.19% of the total, while 6 companies had uncertain forecasts [1] - Industries such as biomedicine, basic chemicals, artificial intelligence, semiconductors, rare earths, gold, and securities showed strong performance [1] Group 2 - A total of 869 companies expect a year-on-year profit increase, with 428 companies forecasting over 100% growth [1] - Notable companies with significant profit growth include Southern Precision with a 35,784% increase, Huayin Power with 4,423%, and Sanhe Pile with 3,889% [1] Group 3 - China Shenhua leads in net profit forecasts, expecting a maximum of 25.6 billion yuan, followed by Zijin Mining and Guotai Junan with 23.2 billion yuan and 19.557 billion yuan respectively [3] - 139 companies expect net profits exceeding 500 million yuan, with 72 companies forecasting over 1 billion yuan [3] Group 4 - Leading companies attribute their performance growth to various factors, such as Lixun Precision's strong risk resistance and global production capacity optimization [4] - New Yisheng benefits from increased demand for AI-related computing power and product structure optimization [4] - Huayin Power's significant profit increase is attributed to higher electricity generation and lower fuel costs [4] Group 5 - Some companies experienced significant stock price increases following their performance forecasts, with Huayin Power's stock hitting 6 limit-ups in 7 days [5] - Analysts predict an overall improvement in A-share performance in the second half of the year, driven by a moderate economic recovery and high demand in sectors like electronics and communications [5]

7月15日晚间，厦门亿联网络技术股份有限公司（以下简称"亿联网络"或"公司"）发布2025年半年度业 绩预告。公司预计1-6月实现营业收入26.40亿元–26.67亿元，比上年同期下降0%-1%；归属于上市公司 股东的净利润盈利12.24亿元–12.51亿元，比上年同期下降8%-10%；扣除非经常性损益后的净利润盈利 11.399亿元–11.649亿元，比上年同期下降7%-9%。尽管公司仍保持超12亿的净利润规模，但这已是继一 季度净利润首现负增长后，业绩颓势的延续。 关于业绩变动原因，亿联网络（300628）称，报告期内，公司营业收入预计较上年同期下降0%-1%，净 利润预计较上年同期下降8%-10%。2025年上半年，公司销售业务开拓进展总体有序，但国际贸易环境 的不确定性对短期业务进展产生一定干扰，公司海外产能建设的转移过渡期对订单出货造成阶段性影 响。虽然受到宏观环境的挑战，但公司毛利率截至目前仍保持稳定，费用率受到短期营收增速不达预期 及关税政策的影响有所上升，从而对净利润增速造成一定影响。 整体而言，国际贸易政策的扰动给市场环境带来了一定的不确定性，但公司在核心业务领域仍然保持了 稳定的市场竞争力 ...

Core Viewpoint - Jiangsu Zhongshe Group Co., Ltd. (hereinafter referred to as "Zhongshe Co." or "the company") is expected to report a significant net profit loss of 6 to 8 million yuan for the first half of 2025, a sharp decline from a profit of 18.83 million yuan in the same period last year [1][2] Group 1: Financial Performance - The company anticipates a net profit loss of 6 to 8 million yuan for H1 2025, with a basic earnings per share estimated at -0.0384 to -0.0512 yuan [1] - The expected decline in performance is attributed to slowed project construction and reduced orders, leading to a decrease in overall revenue and gross profit [1] - In 2024, the company's net profit fell by 76.24% to 10.16 million yuan, with a gross margin decrease of 4.93 percentage points [1] Group 2: Business Operations - Zhongshe Co. is a leading enterprise in Jiangsu's engineering consulting service industry, with over 80% of its revenue coming from planning consulting and surveying design [2] - The company has attempted to diversify its operations by disposing of subsidiary equity and exploring emerging fields such as low-altitude economy, but the results have yet to materialize [2] - The low-altitude economy, recognized as a national strategic emerging industry, presents significant growth potential, although it is still in its infancy and unlikely to contribute substantially to the company's performance in the short term [2]

深圳商报记者 文灿 从围屋里的戏剧狂欢，到街道足球的全民沸腾，再到古村落的野奢秘境……当下，坪山区正以文化为 魂、体育为脉、生态为基，构建"全天候、全年龄段"的文旅消费矩阵。 "戏剧+"赋能，文旅消费好"有戏" "看似荒诞的主题，实则是对内心的一次探索，我还想'二刷''三刷'！"看完话剧《小小世界的不速之 客》，从北京专程赶来的戏迷刘女士难掩兴奋。上周末，她近距离感受了坪山"围屋古韵"的独特魅力。 这部被称为"乌镇遗珠"的话剧在坪山长守戏剧谷连演两场，场场座无虚席。演出前，长守村周边小店人 头攒动，提前掀起一波"戏迷"消费热潮。 "这种融合历史、艺术与生活方式的创新体验，把戏剧谷打造成一个丰富多元的文化场景。"深圳坪山龙 马社董事长姚怡介绍，这里汇聚了剧场、咖啡馆、书店、展览空间、餐厅等多种业态。"观众不只是来 看一场戏，更是来体验一种独特而有趣的生活方式。" 坪山原创话剧的影响力持续扩大。《我爱桃花》《断金》《肖申克的救赎（中文版）》等新创排话剧屡 登社交媒体热搜，吸引长春、天津、西安等地观众"打飞的"追剧。对此，姚怡表示："坪山深厚的山水 人文底蕴是戏剧创作的天然沃土。我们将深度挖掘大湾区文化资源，通过持 ...

Group 1 - The A-share market has recently experienced a "anti-involution" theme rally, with sectors such as steel, polysilicon, and glass seeing significant growth. The "anti-involution" theme is expected to become one of the main investment lines in the near future as it spreads across various industries [1] - Securities firms have shown considerable interest in the "anti-involution" theme, with dozens of firms publishing over a hundred reports and articles related to it since July. The most covered industries include building materials, steel, photovoltaics, and coal [1] - Analysts suggest that the implementation of "anti-involution" policies is likely to accelerate the exit of outdated production capacity, improving the net asset return rates in related industries, which would be a significant benefit for the stock market [1] Group 2 - "Expectation management" is the primary method of the current "anti-involution" policy. Traditional cyclical industries like coal and steel have largely cleared their outdated production capacity, and the concentration of industries has significantly increased [2] - The impact of the "anti-involution" policy may vary by industry. Some sectors, such as photovoltaics and lithium batteries, still have growth potential, making direct capacity clearance less likely, while traditional industries with higher capacity utilization and low product prices may see more significant effects on profitability [2] - A report from Huachuang Securities identified potential beneficiary industries of the "anti-involution" measures, with coal mining, coke, and ordinary steel being the most frequently mentioned. Other industries like passenger vehicles and wind power equipment were also highlighted as potential beneficiaries [2]

"大模型科学与工程"研究生项目落地清华大学深圳国际研究生院，聚焦国家人工智能发展战略，研究方 向与领域主要包括大语言/多模态模型的基础模型理论、基础架构设计、高效训练与推理等核心技术， 以及行业垂直领域与交叉领域应用，致力于培养兼具大模型基础理论、工程实战能力、科技创新思维与 产业发展视野的复合型人才。 项目依托清华大学信息科技与人工智能相关领域的师资力量、学科优势，结合腾讯的大模型研发团队和 产业优势资源，构建"基础理论—实践实战—技术创新—产业应用"四位一体的全链条闭环培养范式，打 造大模型科学与工程领域人才培养高地。项目具有校企联合培养、跨学科交叉、国际化视野、创新实践 导向等4大特色，硕士研究生项目学制为2年。目前，项目已启动2026级推免招生工作。 近年来，腾讯持续深化产学研联动机制，强化对科技人才的前瞻性储备。2024年起，腾讯与清华大学联 手在腾讯设立清华博士生联合培养实践基地，每年吸引30余位清华博士，共同探索和突破前沿科技的边 界，涵盖芯片、量子计算、机器人、大模型等尖端领域。 【深圳商报讯】（记者陈姝）日前，腾讯与清华大学深圳国际研究生院正式签约，共建全国首个"大模 型科学与工程"全日制研 ...

Core Insights - Shenzhen has launched the first national Embodied Intelligence Industry Innovation Center, established by Huawei Cloud, aimed at becoming a global leader in embodied intelligence technology [1][2] - The center will focus on developing foundational technologies and applications in embodied intelligence, which is seen as a key driver for the transformation of the manufacturing industry [1][2] Group 1 - The innovation center is located in the Bay Area Industrial Investment Building in Bao'an and aims to be a hub for innovation and service in embodied intelligence [1] - It will integrate advanced manufacturing capabilities, institutional innovation advantages, and Huawei's core technology to create a high-level innovation platform [1][2] Group 2 - The foundational technology base includes "embodied brain" core technologies, "embodied small brain" key technologies, and an embodied intelligence toolchain, addressing core technical issues [2] - The center plans to achieve industrial applications in five major scenarios within three years, targeting a production value of no less than 1 billion yuan [2] Group 3 - The first batch of collaborative projects has been initiated with nine companies across various verticals, including industrial welding and oilfield inspection [2] - The center aims to incubate at least five typical manufacturing scenarios and achieve the industrialization of no less than ten innovative products in the field of embodied intelligence within three years [2] Group 4 - A flagship platform for technology and product transactions in embodied intelligence will be developed, facilitating the trade of technologies and products [2] - The center aims to launch over 10,000 products and technological achievements within 5 to 8 years, with a transaction scale exceeding 10 billion yuan [2]

股票方面，截至14日，多晶硅个股通威股份7月至今大涨23%，大全能源大涨21%；光伏玻璃亚玛顿大 涨近八成；钢铁股金岭矿业大涨三成，重庆钢铁大涨15%。 据统计，7月以来商品价格上涨较多的品类集中在新能源产业链（多晶硅、碳酸锂）、黑色系（焦煤焦 炭、铁矿石、螺纹钢等）、建材（玻璃、PVC）、化工（碱、尿素、纸浆、橡胶、苯乙烯等）、生猪 等。 本轮国内商品期货领涨的是多晶硅，多晶硅主力合约14日延续涨势，触及近三个月新高。7月以来，多 晶硅主力合约已大涨近25%。 最近一年多，政策层面围绕"反内卷"频频发声。去年7月底中央政治局会议指出，要强化行业自律，防 止"内卷式"恶性竞争。今年高层更是密集发声，先是3月政府工作报告强调整治内卷式竞争，6月修订出 台《反不正当竞争法》，再到7月中央财经委会议提出依法依规治理企业低价无序竞争。 行业方面，目前光伏、水泥、钢铁等部分行业已开展减产工作。据悉，国内十大头部光伏玻璃企业达成 协议，计划自7月开始集体减产30%。多晶硅的减产执行力度超预期，市场甚至传出"收储"的声音，导 致多晶硅现货价格大幅回升。 【深圳商报讯】（记者陈燕青）随着"反内卷"政策信号持续释放，市场对行业 ...

在节约成本方面，依托智能能效管理系统，纯电拖轮在港内靠离泊作业中用电量约为700KWH/艘次， 而常规动力拖轮需消耗柴油约200KG/艘次，预计每年燃油成本可节省200万元，在全生命周期内具有显 著的经济性优势。 在作业能力方面，取得了符合中国船级社认证的"i-Ship（M、E、I）"智能符号标识，并具备船员行为 安全识别等创新安全功能，可高效牵引400米长、载箱量超24000标箱的超大型集装箱船安全靠泊，进一 步提高港口作业效率，提升港区服务能级。 【深圳商报讯】（记者魏薇）7月14日，深圳首艘5000马力纯电动智能拖轮"深港电拖1"轮在大铲湾码头 入列，即将正式投产运营。该拖轮是深圳第一艘纯电动智能拖轮，也是华南地区目前最大马力 （5000HP）纯电动拖轮，其投用标志着深圳实现了在纯电动船舶应用上"零"的突破，为区域水上作业 提供全新的绿色服务方案。 据悉，深圳正持续推进绿色港口建设，而拖轮作为港口作业频次和强度较高的船型，推广应用电动智能 拖轮将有效减少港口作业的碳排放、降低企业运营成本、提高港口作业效率。"深港电拖1"轮集成了当 前港口拖轮领域的绿色与智能前沿技术。 在环保技术方面，采用纯电驱动，实现 ...