8月5日，位于厦门集美的莱恩迪贸易有限公司生产车间内，自动灌装流水线正高速运转，一套套便携装 沐浴洗护套装经无菌封装、质检合格后整齐码放。这批产品即将通过海运发往英国、荷兰、丹麦等欧洲 国家。 据厦门海关统计，今年上半年，福建省洁肤产品出口2.53亿元，同比增长18.38%，出口值居全国第二。 民营企业出口值领先，上半年共出口2.44亿元，同比增长19.69%，占同期福建省洁肤产品出口总值的 96.44%。 从出口国别来看，福建省洁肤产品出口欧洲、北美洲分别为1.16亿元、1.10亿元，同比分别增长 54.30%、0.56%；出口拉美新兴市场539万元，同比增长52.52%。 "今年上半年，我们公司出口订单达842.25万美元，比去年同期增长2.87%。其中对欧洲出口沐浴洗护套 装货值达566.37万美元，同比增长44.37%。"莱恩迪贸易有限公司外贸经理池赋珍介绍，这家福建省洗 护用品龙头生产企业，年设计生产能力1亿美元，产品畅销50多个国家和地区。(记者吴锡远通讯员曾 龙) ...

Group 1 - The core viewpoint of the articles highlights the proactive measures taken by Dagang Oilfield to innovate and develop unconventional energy resources, including shale oil and geothermal projects, while maintaining stable production in traditional areas [1][2] - Dagang Oilfield is focusing on accelerating the development of new production capabilities that are characteristic of the company, aiming for high-quality development through a second entrepreneurial effort [1] - The company is committed to technological innovation and management transformation to control costs and enhance production efficiency in both conventional and unconventional oil and gas sectors [1] Group 2 - Dagang Oilfield is leveraging its rich geothermal resources and strategic location in the Bohai region to promote the rapid development of new energy and gas storage businesses, contributing to a multi-energy complementary and low-carbon energy system [1] - The company is advancing its digital transformation by implementing smart oilfield initiatives, including the rollout of smart oilfield 1.0 and the development of smart oilfield 2.0 [2] - As a pilot unit for the Beidou project, Dagang Oilfield is integrating Beidou technology with oil and gas production to enhance safety and operational efficiency [2]

Core Viewpoint - The event focused on the integration of artificial intelligence with high-end equipment in Shandong Province, highlighting the government's commitment to fostering AI innovation as a key driver for new productivity and economic growth [1] Group 1: Government Initiatives - Shandong Provincial Government has prioritized the development of artificial intelligence as a significant part of its industrial strategy, identifying it as one of the 19 key industrial chains [1] - The government has issued the "Shandong Province Artificial Intelligence Development Action Plan" to support the growth of AI applications [1] - A comprehensive plan has been developed to promote high-quality development in key areas empowered by artificial intelligence [1] Group 2: Industry Significance - The equipment industry is a crucial pillar of Shandong's economy, generating over 3 trillion yuan in revenue, which accounts for one-quarter of the province's total industrial output [1] - Artificial intelligence is recognized as a key area for enhancing the equipment industry, indicating its potential impact on productivity and innovation [1] Group 3: Future Directions - Shandong plans to focus on high-end equipment sectors such as robotics, drones, industrial mother machines, and new energy vehicles [1] - The strategy includes strengthening data infrastructure, enhancing support systems, and improving service ecosystems to foster the development of industry-specific AI models and solutions [1]

Core Insights - The article highlights the significant role of Kexian Group in promoting public health awareness and practices in response to the "Healthy China 2030" initiative [1] Group 1: Health Concept - Kexian's health living centers, with over 600 locations nationwide, serve as community health service hubs, providing product experiences and disseminating health knowledge [2] - The centers adhere to strict sales principles focused on user experience, ensuring that health management becomes a daily and contextual practice for residents [2] - Kexian's health solutions, such as the Kexian electric thermal therapy device, are designed to integrate seamlessly into users' lives, addressing modern time constraints while promoting health [2] Group 2: Technological Innovation - The newly established Kexian medical device industrial park, with an investment of approximately 400 million yuan, marks a significant step in technological innovation and industrial upgrading [3] - The industrial park integrates R&D, production, quality inspection, and logistics, positioning itself as a core engine for high-quality development in the health industry [3] - Kexian's commitment to continuous product optimization is exemplified by the KCM-8000II device, which combines health benefits with safety features [3] Group 3: Building a Health Ecosystem - Kexian's sponsorship of the "Yanbian Longding Kexian Team" in the China League One represents an innovative fusion of health and sports, enhancing its brand image as a health lifestyle advocate [4] - The establishment of the "Piao Jie Yanbian University Elite Development Fund" aims to support the training of top medical talents, with a total donation of 4 million yuan over five years [4] - Kexian's contributions to local schools, including the donation of 1,210 sports equipment items, further expand the boundaries of sports education [4] Group 4: Comprehensive Health Service Network - Kexian is creating a robust network for public health services, from community engagement in health knowledge to the convenience of health management through technology [5] - The company's initiatives reflect the gradual realization of the grand vision of a healthy China through detailed and practical actions [5]

Core Viewpoint - The company Suzhou Fengbei Biotechnology Co., Ltd. is set to undergo its initial public offering (IPO) review on August 7, 2025, marking a significant milestone in its development and showcasing its solid strength and broad prospects in the waste resource utilization industry [1] Group 1: Business Focus and Product Offerings - Since its establishment in 2014, the company has focused on the comprehensive utilization of waste oil resources, creating a complete and promising industrial chain from waste oil to biodiesel and bio-based materials [2] - The core products of the company, particularly bio-based materials, are widely used in various sectors such as pesticides, fertilizers, mining, ink resins, textiles, and biomedicine, enhancing product performance and quality [2] - The company's biodiesel serves as a strategic alternative to fossil fuels, significantly reducing carbon dioxide emissions and contributing to global energy transition [2] Group 2: Product Advantages and Market Position - The company's bio-based materials, especially in pesticide adjuvants, improve the efficacy of pesticides while reducing environmental impact, leading to better crop yield and quality [4] - In the fertilizer sector, the company's products enhance nutrient absorption and reduce waste, resulting in improved soil fertility and crop growth [4] - The biodiesel produced by the company exhibits excellent combustion performance and compatibility with traditional diesel engines, contributing to lower emissions and improved air quality [4] Group 3: Research and Development Strength - The company boasts a strong R&D team with expertise in oil chemistry, bioenergy, and materials science, driving continuous technological upgrades [6] - Collaborations with renowned universities and research institutions enhance the company's innovation capabilities and accelerate product development [7] - Significant investments in R&D have led to breakthroughs in waste oil utilization technology and bio-based material preparation, securing multiple intellectual property rights [7] Group 4: Market Opportunities and Growth Potential - The waste resource utilization industry is experiencing unprecedented growth due to increasing global focus on environmental protection and sustainable development [8] - The domestic market for waste oil resource utilization is expected to expand rapidly, driven by stringent environmental policies and support for the circular economy [8] - The demand for bio-based materials is projected to surge as industries shift towards greener alternatives, with significant growth potential in agriculture, textiles, and other sectors [8] - The market share of biodiesel is anticipated to grow as clean energy demand rises, particularly in regions with high environmental standards [8] Group 5: Competitive Advantage and Future Outlook - The company has established a significant presence in the domestic market, forming stable partnerships with numerous well-known enterprises [9] - In the context of domestic substitution, the company aims to leverage its strengths to enhance product quality and expand market share, positioning itself as a leader in the waste resource utilization industry [9]

Group 1 - The WAIC 2025, held from July 26-29 in Shanghai, is the highest-level and most influential event in China's artificial intelligence sector, co-hosted by multiple national departments and the Shanghai municipal government [1] - Zhonghao Xinying showcased its self-developed high-performance TPU AI chip "Shan Na" and AI server "Tai Ze" at the event, highlighting its core competitiveness in domestic innovation in computing infrastructure [1][2] - The event featured a dual exhibition model that presented three core scenarios: computing hardware, solutions, and cloud platform experiences, attracting numerous professional audiences [2] Group 2 - Zhonghao Xinying's CMO shared insights on AI trends and the company's technological practices, emphasizing the declining value of CUDA and the advantages of AI-specific chips like TPU for future infrastructure [3] - The company’s chief solution architect discussed the importance of system-level aggregation and efficient scheduling in TPU architecture, showcasing its full-stack AI infrastructure platform [3] - Zhonghao Xinying has collaborated with various sectors, including finance, healthcare, and education, to promote the application of AI technology [3] Group 3 - At the K&H Data Computing Infrastructure Forum, Zhonghao Xinying participated in strategic partnerships with multiple companies across the AI and IT service sectors, aiming to build a more comprehensive AI industry ecosystem [4] - The "North China Computing New Engine" event highlighted the challenges of computing power for large parameter models and how the GPTPU architecture can reshape AI computing efficiency [5] - The Tianjin Mobile TPU Intelligent Computing Center was inaugurated during WAIC, marking a significant collaboration among Tianjin Mobile, Zhonghao Xinying, and other partners to establish a new benchmark for domestic computing power [6][7] Group 4 - The collaboration among Tianjin Mobile, Taiji Co., Zhonghao Xinying, and Bozhong Intelligence aims to enhance AI computing power and contribute to the high-quality development of national computing infrastructure [7] - Zhonghao Xinying's commitment to promoting domestic TPU architecture and its determination to drive the industrialization of AI were emphasized during the event [7]

Core Viewpoint - The China-ASEAN economic and trade relationship is increasingly close, with cross-border e-commerce emerging as a new engine for bilateral trade growth, driven by the implementation of the Regional Comprehensive Economic Partnership (RCEP) and the conclusion of negotiations for the China-ASEAN Free Trade Area 3.0 [1] Group 1: Current Development Status of Cross-Border E-Commerce - Cross-border e-commerce has become a significant force in promoting trade growth between China and ASEAN, with transaction volume exceeding 600 billion RMB in 2023, maintaining double-digit growth for three consecutive years [2] - The implementation of tariff reciprocity pilot programs has significantly improved customs clearance efficiency, with average declaration times reduced by 30%-40% and tariff costs for some product categories decreased by over 15% [2] - The "Single Window" platform has been rapidly developed, with 77 new service functions added by the end of 2023, covering 875 services across 23 categories, supporting over 600,000 enterprises in Shanghai alone [3] Group 2: Challenges in Cross-Border E-Commerce Development - Fragmentation of tariff systems and differences in tax classification and origin rules among ASEAN countries complicate the implementation of policies, leading to increased risks of misclassification and compliance issues for enterprises [5][6] - The lack of interoperability between "Single Window" platforms across ASEAN countries hinders data sharing and operational efficiency, requiring enterprises to operate across multiple systems [7] - Many small and medium-sized enterprises (SMEs) face challenges in understanding and utilizing policies effectively, leading to low participation rates in tariff reciprocity programs [8] Group 3: Recommendations for Enhancing Cross-Border E-Commerce - Establish a "Three Mutuals" tariff governance system to innovate tax recognition mechanisms and improve consistency in tax classification through AI and cloud platforms [9] - Optimize the application of origin rules by promoting blockchain-based certificate management systems to enhance the interoperability of origin certificates across ASEAN [9] - Develop an intelligent collaborative "Single Window" platform by standardizing data and protocols with ASEAN countries, enhancing operational efficiency and reducing redundancy for enterprises [11]

上海畅途租赁成立于2014年8月，注册资本15亿美元，是一家以乘用车融资交易业务为主的融资租赁公 司，致力于为客户提供便捷、多元的汽车融资租赁解决方案，目前主要产品和服务涵盖新车融资租赁、 二手车融资租赁等。近年来，企业融资租赁业务和贷款促成业务均持续发展，业务规模呈增长态势，在 汽车融资租赁细分行业具备较强的行业竞争力。 本期项目基础资产为8,634笔汽车融资租赁债权，其中二手车租赁标的物占比59.30%，契合国务院《推 动大规模设备更新和消费品以旧换新行动方案》中"支持二手商品流通交易"的政策导向，精准对接"两 新"政策。作为市场首批试点逐笔信息披露的产品，本期ABN实现了对基础资产逐笔重要字段的信息披 露，显著提升产品透明度，有助于保护投资人权益，促进资产证券化市场稳健发展。 近日，由国泰海通担任牵头主承销商的上海畅途融资租赁有限公司（简称"上海畅途租赁"）2025年度第 三期两新定向资产支持票据在银行间债券市场成功发行。本项目发行规模8.15亿元，底层资产为企业在 汽车融资租赁业务中积累的优质租赁应收款，是全国首单融资租赁贴标"两新"ABN，也是首批使用交易 商协会ABN基础资产逐笔信息披露系统的产品 ...

Core Insights - The rapid growth in AI computing power is driving the demand for advanced cooling solutions, with liquid cooling becoming a necessary standard due to the limitations of traditional air cooling systems [1][14] - The period from 2025 to 2027 is identified as a critical window for technology penetration and performance realization in the liquid cooling market [1][14] Group 1: Cooling Demand and Technology Trends - The demand for cooling solutions is increasing due to the exponential growth in computing power driven by AI technologies, leading to significant rises in chip thermal design power [2][11] - Traditional air cooling is inadequate for high-power density data centers, with liquid cooling expected to see increased penetration as a result of its superior thermal management capabilities [5][12] - The cooling methods for data centers vary based on power density, with air cooling suitable for low-density centers and liquid cooling becoming essential for high-density environments [6] Group 2: Market Growth and Projections - The global data center capacity using liquid cooling is projected to increase significantly, with net additions expected to reach 2.82 GW by 2025 and 9.10 GW by 2028, reflecting a compound annual growth rate (CAGR) of 47.78% [11] - The liquid cooling market in China is forecasted to grow from 149.8 billion yuan to 347.4 billion yuan between 2025 and 2027, with an overall CAGR of 52.3% [12][14] - The market for newly constructed liquid cooling systems is expected to grow from 11.69 billion yuan in 2025 to 30.51 billion yuan by 2027, with a CAGR of 61.6% [12] Group 3: Industry Ecosystem - The liquid cooling industry ecosystem includes upstream component suppliers, midstream IT equipment manufacturers, and downstream users such as telecom operators and third-party IDC service providers [8] - Key components in the liquid cooling supply chain include quick disconnects, cooling distribution units, and various cooling liquids and systems [8] Group 4: Investment Opportunities - Companies such as Inspur (曙光数创), High Cloud (高澜股份), and others are positioned to benefit from the growth in the liquid cooling market, driven by the increasing demand for efficient cooling solutions in data centers [14]

在北京市平谷区东北部燕山余脉的褶皱里，北寨村的古杏林沐浴着晨光。这个因明长城烽火台得名的古 村落，保存着华北地区最完整的百年红杏古树林。 刘福东抽检红杏质量 平谷地区有记载的杏树种植历史始于西汉初年。1978年，在北寨村庙沟先后发现了两颗北寨红杏的祖 树，一棵是甜核，被称为"红杏王"，另一棵是苦核，被称为"幸运树"，其中甜核的杏树就是北寨红杏最 早嫁接育苗的主要种源，对北寨红杏的发展做出了巨大贡献。北寨村以红杏为主导产业，7000余亩的年 产量约120万斤。北寨村通过优化村经济结构，着力提升集体经济"造血"功能与质量，以差异化战略克 服产业同构与同质化竞争，打造区域品牌，因地制宜抱团发展做强做优做大村集体产业。 北寨村通过召开壮大集体经济组织动员会宣传入股合作社的政策及优势，引导村民主动入股合作社，截 止目前入社农户达99.7%以上，基本实现村民即社员。通过村民入社也能实现村民收益与村规民约挂 钩，把村民自治公约和入社章程与社员年中发放福利分红直接挂钩，对违反人居环境治理，私搭乱建， 损坏集体公益设施等违反公序良俗的行为，全部纳入入社签约管理，违反入社公约的在年底一律减免部 分分红，实现村庄的规范性治理。 未 ...