Group 1 - Oracle will collaborate with OpenAI on computing power and develop multiple data centers across the United States, indicating a positive outlook for the global computing power industry [1][2] - Baidu has launched its self-developed video generation model MuseSteamer, while Google has introduced the new Veo3 video generation model globally, highlighting the intense competition in large model development [1][2] - Beijing has released a three-year action plan for "Artificial Intelligence + Pharmaceutical Health," aimed at accelerating the integration of AI in the pharmaceutical industry [2] Group 2 - The computer industry index fell by 1.28% last week, while the CSI 300 index rose by 1.54%, indicating a 2.82 percentage point underperformance of the computer sector [3] - As of the last trading day of the previous week, the price-to-earnings ratio of the computer industry stood at 51.7 times, with 106 out of 359 A-share component stocks rising and 253 falling [3] - The computer industry is expected to see dual improvements in performance and valuation due to the recovery of demand, with investment opportunities identified in various sectors including the Xinchuang sector and AI sector [3]

"送电！" 20时40分，随着开关合闸的清脆声响，电流如复苏的脉搏，沿着新生的导线奔涌而去。刹那间，岸洲上 村，一扇扇窗户如星辰次第点亮，将沉沉的雨夜温柔撕开。有村民披衣推门，灯光在他惊喜的面庞上跳 跃："亮了，灯亮了！快开空调"那光晕，仿佛一丝丝清凉瞬间熨平了方才被黑暗攥紧的心。 故障现场，断落的导线如垂死的银蛇缠绕在倾倒的松树上。该公司副经理廖琨早已矗立在风雨最前线， 他的强光手电穿透雨幕，快速扫过狼藉的现场："验电挂接地线！树障清理组开路，断线组准备材料， 立杆组同步开挖杆洞——安全第一，动作要快！" 他的声音沉稳如磐石，在呼啸的风雨里为所有抢修队 员筑起一道无形的安全屏障。 雨水如注，狠狠砸在安全帽上。老师傅宋道华紧握油锯，锯齿咬进湿透的松木，沉闷的嘶吼声与风雨交 织。碎木飞溅，巨大的树障在众人合力下被快速清除。抢修人员折除旧电杆及杆上铁附件。新电杆在重 型机械的轰鸣和众人的号子声中，一寸寸顽强立起。杆顶杆下人员协同配合，紧张有序地安装横担、金 具、导线、绝缘子，动作快如闪电。探照灯的光柱刺破厚重的雨帘，照亮了抢修队员肩扛手抬的剪影， 也映亮了脸上雨水与汗水交织的坚毅。 7月7日傍晚，江西省吉安县澧田 ...

Investment Highlights - Infineon announced progress in its scalable GaN manufacturing technology based on 300mm wafers, with the first samples expected to be delivered to customers in Q4 2025, aiming to strengthen its position as a market leader in GaN [1][2] - Chipsea Technology has recently completed the tape-out of its first high-performance, high-reliability automotive MCU product, which meets ASIL-D safety standards [2] - Nanfu Technology has secured several million yuan in Pre-A round financing, which will be used to expand its high-frequency, high-speed copper-clad laminate production line and enhance product development in aerospace, communications, automotive, and data center sectors [2] - Xiamen Silan Microelectronics has made significant progress on its 8-inch silicon carbide power device chip manufacturing line, with the first equipment arriving ahead of schedule [2] - China Mobile has announced a procurement project for AI servers, estimating a total of 7,058 units to be purchased for the period of 2025 to 2026 [2] - AGC, a Japanese materials giant, has been forced to suspend the supply of a specific CMP polishing liquid due to new export control policies in Taiwan, which is critical for advanced chip manufacturing [2] - Samsung Electronics has reduced the production of its 12-layer HBM3E memory, originally planned for supply to NVIDIA, due to delays in negotiations and increased uncertainty in demand for the second half of the year [2] Company Announcements - Raytheon Technology announced the establishment of a smart glasses company, holding a 35% stake to enhance competitiveness in the smart glasses market [3] - Fenghua Advanced Technology announced a cash dividend of 1.50 yuan per 10 shares, totaling approximately 172.12 million yuan [3] - Tonglian Precision announced a cash dividend of 1.50 yuan per 10 shares, amounting to approximately 23.51 million yuan [3] - Zhongwei Company announced a cash dividend of 0.30 yuan per share, totaling approximately 187.21 million yuan [3] - Tianwei Vision announced a cash dividend of 0.50 yuan per 10 shares, based on a total share capital of approximately 802.56 million shares [3] - Dashi Intelligent signed a contract for an intelligent project worth 11.88 million yuan, providing IoT and AI-based solutions [3] - Yongxi Electronics announced a share buyback progress, with a total of 2.56 million shares repurchased, representing 0.63% of total shares [3] - Keda Automation plans to acquire 51% of Haituo Technology for 209.10 million yuan in cash [3] - Weichuang Optoelectronics announced a delay in its smart transportation project, now expected to be operational by December 31, 2025 [3] - Jinfeng Technology received an administrative penalty for accounting errors that inflated revenue in previous reports, resulting in a warning and a fine of 4 million yuan [3] - Juquan Technology announced a change in core technical personnel, with Xuming Zhang resigning from multiple positions but continuing as a technical advisor [3]

报载：最近，江苏省城市足球联赛（以下简称"苏超"）联赛开赛至今，共吸引逾25万人次现场观赛，在 文旅和消费领域掀起层层涟漪，全省服务业用电量同比增长9.3%，这一数据背后，是"苏超"对整个产业 链的深度激活。国网江苏省电力有限公司通过精准监测用电量数据，洞察"苏超"背后巨大的经济带动效 应，解锁了消费市场的新密码。 省电力有限公司那样，继续发挥数据监测的优势，通过对用电量数据的监测和分析，进一步挖掘自身的 经济潜力，清晰看到"苏超"与消费市场之间的紧密联系，助力消费市场的持续繁荣，只有这样，才能为 经济发展贡献更多的力量。 在经济发展的大舞台上，一场体育赛事往往能成为带动消费的强力引擎，江苏省城市足球联赛（"苏 超"）便是这样一股不可小觑的力量，国网江苏省电力有限公司提供的用电量数据，成为了反映这一赛 事影响力的直观指标。从体育产业本身来看，体育场地设施管理单位用电量同比增长8.9%，体育组织 用电量更是猛增18.5%，这源于场馆的高使用率和密集的赛事组织工作。体育用品制造业用电量同比增 长4.5%，进入6月健身休闲场所用电量同比增长15.8%，这些数据表明"苏超"不仅带动了赛事的火热进 行，还促进了体育相关 ...

Group 1 - The core objective of the policy is to promote green electricity direct connection to enhance the local consumption of renewable energy and encourage enterprises to use green energy [1] - The policy allows waste-to-energy companies to supply electricity directly to high-energy-consuming users, creating a "point-to-point" green electricity connection model [1] - The green electricity trading is becoming a crucial breakthrough for the waste-to-energy industry to realize market transformation and gain market recognition for its environmental value [1][2] Group 2 - As of the end of 2023, the installed capacity of waste-to-energy power generation in China reached 25.77 million kilowatts, with an annual electricity generation of approximately 139.4 billion kilowatt-hours [2] - Waste-to-energy facilities can operate continuously and stably for 24 hours, making them ideal for market trading [2] - Successful cases of green electricity direct connection have emerged, such as Shanghai's waste-to-energy plants completing nearly 790 million kilowatt-hours of green electricity trading [2]

Core Viewpoint - The "e起节电" campaign by State Grid Qingyang Power Supply Company aims to promote energy-saving practices among residents, schools, and businesses, fostering a culture of green and low-carbon living [1][5]. Group 1: Campaign Activities - The campaign includes on-site promotions in supermarkets and residential areas, educating citizens on energy-saving tips such as turning off set-top boxes and setting air conditioning to 26 degrees Celsius for optimal efficiency [3][4]. - The "e起节电" feature on the "Online State Grid" app allows users to register for the campaign, track their electricity usage, and identify areas for energy savings [3][4]. - The company utilizes online platforms like WeChat and social media to broaden the reach of the campaign, ensuring more users are informed about energy-saving practices [3][4]. Group 2: Target Audience - The campaign is not limited to residents; it also extends to schools and businesses, where energy-saving knowledge competitions and lectures are held to instill energy awareness in students and assist companies in optimizing their electricity usage [4][5]. - The initiative aims to create "little energy savers" among children who can influence their families towards energy conservation [4]. Group 3: Future Plans - The company plans to continue the "e起节电" campaign, transforming it from a temporary initiative into a long-term commitment to energy conservation, thereby contributing to sustainable urban development [5].

Core Points - The article discusses the ongoing maintenance and upgrade of the lighting system at Tiananmen Square, focusing on the cleaning and repair of the "Hualan" lights, which is expected to be completed by early August 2023 [1][2]. Group 1: Maintenance and Repair - The maintenance work includes the cleaning and repair of 253 "Hualan" lights, 2,849 light balls, and over 6,000 light sources, with a focus on upgrading the single light monitoring system [1][2]. - The newly implemented single light monitoring system, launched in 2023, allows for real-time monitoring of each light source's operational status, enhancing the precision of maintenance efforts [2]. Group 2: Aesthetic Enhancements - The maintenance also involves deep cleaning and restoration of 110 granite lamp bases, which will be repainted and repaired to preserve their artistic designs, symbolizing the nation's prosperity [4]. - The lamp bases, originally modified in 2012, feature unique floral patterns, contributing to the cultural significance of the lighting system at Tiananmen Square [4]. Group 3: Green Transformation - The lighting center is testing the application of CLED light sources, which are energy-efficient and have high luminous efficacy, as part of a green transformation initiative [6]. - A one-year trial will assess the stability and energy-saving effects of CLED light sources under various seasonal and climatic conditions [6].

Core Viewpoint - The Gansu Electric Power Company focuses on enhancing power supply services and support for enterprises, aiming to improve the business environment and promote economic stability and development [1][4]. Group 1: Project Acceleration and Support - The Gansu Electric Power Company has significantly reduced the electricity connection process for key projects, cutting the reporting time by 50% and the approval time to 15 working days [2][4]. - The Gansu Jinsha River Grain Processing and Storage Project, with a storage capacity of 200,000 tons, is set to begin production in October 2023, eight months ahead of schedule, thanks to the company's efficient service [2]. - The project is expected to generate an annual output value of over 1.5 billion yuan and provide more than 400 direct jobs [2]. Group 2: Business Environment Improvement - The company has implemented a "one certificate for electricity" policy and reduced electricity connection costs for small and micro enterprises, saving them over 5 billion yuan since 2021 [4]. - The average time for high and low voltage customers to complete the electricity connection process has been reduced by over 80%, achieving a compliance rate of 99.9% [4]. Group 3: Energy Efficiency Services - The company provides tailored energy efficiency services, including energy consumption analysis and optimization recommendations, to help enterprises reduce electricity costs [5][7]. - The Gansu Electric Power Company has introduced a "smart electricity bill" that offers peak and valley analysis, aiding companies in understanding their electricity usage [5]. Group 4: Comprehensive Support for Enterprises - The company offers full-process follow-up services from project negotiation to production, addressing technical challenges and providing strong power supply guarantees [10]. - The company aims to enhance the business environment in Gansu, striving for a leading position in the western region and a strong national presence [10].

Core Viewpoint - The article highlights the increasing electricity demand in China due to high temperatures, leading to a focus on optimizing energy use in buildings and promoting green, low-carbon construction practices [1][2]. Group 1: Energy Demand and Building Efficiency - In July, the peak electricity load in China reached a historical high of 1.465 billion kilowatts on July 4, driven by increased use of air conditioning and cooling devices [1]. - The construction industry is prioritizing energy efficiency and the development of high-quality, low-carbon buildings in response to rising energy demands [1]. Group 2: Midea's Global Innovation Park - Midea's Global Innovation Park in Shanghai, with an investment exceeding 7 billion and a building area of 400,000 square meters, showcases advanced technologies that transform buildings into "energy bodies" and "low-carbon engines" [1][3]. - The park features nearly 10,000 square meters of distributed photovoltaic panels, generating an average annual electricity output of 1.8 million kilowatt-hours, which accounts for 10% of the park's total annual electricity consumption [1]. - The photovoltaic system reduces carbon dioxide emissions by 1,732 tons annually and saves 552 tons of standard coal [1]. Group 3: Energy Efficiency Technologies - Midea has developed a magnetic levitation variable frequency centrifugal chiller, which improves energy efficiency by over 50% compared to traditional equipment, contributing to the park's low-carbon cooling system [2]. - The iBUILDING digital platform developed by Midea connects thousands of devices, optimizing energy consumption through real-time data monitoring and AI-driven strategies [2][3]. Group 4: Challenges and Solutions in Green Building - The green building sector faces challenges such as inconsistent local standards, financing difficulties for small and medium-sized renovations, and a lack of comprehensive carbon data [2][3]. - Midea is addressing these challenges by creating a "carbon ledger" through the iBUILDING platform, which tracks materials and operations, and by collaborating with partners like State Grid to innovate energy management solutions [3]. Group 5: Transformation and Ecosystem Development - Midea is evolving from a manufacturing giant to an enabler of building energy efficiency, integrating hardware and software solutions to create a comprehensive service for smart buildings [3]. - The company emphasizes the importance of ecological harmony and collaboration across the industry, positioning itself as a leader in the green building revolution [3].

Group 1 - The core viewpoint of the article emphasizes the successful implementation of a training course that aligns with the central government's eight regulations, enhancing leadership engagement and knowledge sharing [1][3] - The training course featured a "two-level leadership on stage" model, allowing diverse insights from different leadership levels, which broadened knowledge perspectives and improved cognitive abilities [1][3] - The organization has established a mechanism for two-level leadership to take the stage, focusing on policy theory learning, decision-making implementation, and business knowledge training, transforming soft indicators into hard tasks [3] Group 2 - The next steps include regular promotion of the two-level leadership on stage system, optimizing training course content, and enhancing the effectiveness of educational training [3] - The organization aims to create a distinctive teaching brand by integrating resources and complementing advantages, thereby stimulating learners' intrinsic motivation [3]