Group 1 - The company, Tongding Interconnection, announced that it has won preliminary bids for two significant projects, totaling approximately 71,657.51 million yuan, which represents 31.69% of its total sales for similar products in 2024 and 24.58% of its total revenue for 2024 [1] - The company secured a preliminary bid for the State Grid Corporation of China's 2025 10kV power cable procurement, winning three packages with a total bid amount of 21,981.49 million yuan [1] - Additionally, the company was awarded the first position in the China Mobile 2025-2026 feeder product procurement project, with a bid amount of 52,204.87 million yuan and a market share of 18.85% [1] Group 2 - Tongding Interconnection is a high-tech enterprise specializing in the research, production, sales, and engineering services of optical fibers, communication cables, and optical cables [2] - The company focuses on the development of national communication, transportation, and energy networks, leveraging opportunities in the Yangtze River Delta's integrated green development [2] - It has a comprehensive product range covering the entire industry chain, including optical fiber rods, optical-electrical cables, and network equipment, and is recognized as a key supplier for major telecom operators in China [2]

Core Insights - Zhongkong Technology has successfully entered the artificial intelligence application project of China Petroleum & Chemical Corporation (Sinopec) with its self-developed global first time-series large model TPT, marking a significant advancement in the application of TPT in major state-owned enterprises [1][2] - The ethylene cracking unit, as a crucial part of the petrochemical industry chain, faces challenges such as high implementation costs, long modeling cycles, insufficient accuracy, low computational efficiency, and poor convergence in production optimization software [1] Group 1 - Zhongkong Technology will leverage the advantages of the TPT model and its industrial AI talent pool, combined with Sinopec's production experience and data accumulation, to innovate and create an AI model with independent intellectual property rights tailored for China's ethylene cracking units [2] - The project signifies the recognition of TPT's exceptional value in core industry scenarios and is a key milestone for its promotion across the entire industry and various applications [2] - The company aims to use this project as an opportunity to collaborate with more state-owned enterprises to promote the "Artificial Intelligence +" strategic initiative, ensuring the autonomous control of national energy security [2] Group 2 - Zhongkong Technology plans to accelerate the implementation of "AI + safety," "AI + quality," "AI + low carbon," and "AI + efficiency" initiatives, continuously expanding its leading technological advantages in industrial AI [2] - The company aims to create world-leading industrial AI application demonstrations, contributing innovative solutions to the transformation of the national energy structure and global industrial sustainable development [2]

Core Viewpoint - Cheng Tian Wei Ye aims to become a global leader in smart cards, dedicated chips, semiconductor packaging materials, AIOT products, and digital and energy thermal management solutions, driven by technological innovation and system integration [1] Business Overview - The company has established a comprehensive solution provider model focusing on high-performance, low-power, and high-security solutions for global clients [1] - Cheng Tian Wei Ye's business strategy includes extending the industrial chain and exploring new fields to enhance core competitiveness and create a business closed loop [1][19] Business Segments - The company operates in four main business areas: smart card business, semiconductor manufacturing (smart card dedicated chips and semiconductor packaging materials), digital and energy thermal management, and smart security [1] Recent Performance - In Q1 2025, the company reported a revenue growth of 236.78% year-on-year, driven by increased sales of smart card products and successful implementation of semiconductor packaging materials [3][4] - The company anticipates continued growth in Q2 2025, with a positive trend across all business segments [5] Strategic Initiatives - The 2025 employee stock ownership plan sets performance targets for net profit and revenue growth at no less than 16%, with a focus on deepening cooperation with domestic operators and expanding the application of super SIM cards [6][12] - The company plans to enhance market penetration for semiconductor packaging materials and promote liquid cooling and packaging products with technological innovations and cost advantages [6][15] Market Position and Competitive Advantage - Cheng Tian Wei Ye is one of the earliest entrants in the smart card sector, establishing an end-to-end process from chip application research and development to production and sales, achieving a one-stop delivery capability [2][12] - The company has formed strong partnerships with international leaders like THALES and IDEMIA, with over 60% of its products exported [12] Liquid Cooling Technology - The liquid cooling products are designed for AI servers and high-performance computing, with a focus on high thermal efficiency and low energy consumption [14] - The company has completed multiple rounds of technical validation for its liquid cooling products and is preparing for mass production [15] Smart Security Business - The smart security business focuses on high-speed rail safety solutions, with a new generation of safety barriers that enhance passenger protection [18] - The business model is based on pricing per platform length, with potential for significant added value due to high technical barriers [18] Future Outlook - The company is cautious about pursuing mergers and acquisitions, focusing on stable growth and maintaining a watchful eye on quality targets within the industry [20]

近日，赞宇科技（002637.SZ）迎来一则好消息，其WindESG评级从BB级成功上调至A级。这一评级的 提升，不仅反映出赞宇科技在环境、社会和公司治理（ESG）方面取得的显著进步，也预示着其在可持 续发展道路上迈出了坚实的一步。根据最新的ESG评级结果，公司在所有参评的173家同行业企业中脱 颖而出，成功跻身前列，排名第20位。 ESG评级是衡量企业可持续发展能力的重要指标，涵盖了企业对环境的影响、社会责任的履行以及公司 治理的有效性。 赞宇科技在此次评级中，企业环境管理（E）、社会责任（S）、公司治理（G）三大维度得分均超行业 平均分，充分展现出企业ESG体系化管理水平与可持续发展综合实力。 近年来，赞宇科技坚持"立足表面活性剂、油脂化学品、洗护用品OEM/ODM主业砥砺前行"的发展战 略，注重科技创新和人才队伍建设。公司不断完善ESG体系建设及工作机制，提升ESG专业水平和ESG 综合治理能力，并凭借良好表现，在华证等国内外知名ESG评级机构发布的ESG评级结果中实现稳步提 升。 截至2024年末，赞宇科技已成为RSPO棕榈油可持续发展圆桌会议成员，会议致力于减少棕榈油生产对 环境和社会的负面影响，确 ...

在"1500万吨/年煤炭分质清洁高效转化示范项目"（二期项目）中，中控技术将依托自主研发 的"1+2+N"工业AI驱动的企业智能运行新架构，构建覆盖煤炭热解、化工合成、能源回收全产业链 的"感知-评估-决策-执行"智能闭环。通过深度融合集散控制、安全仪表控制与高级报警管理、智能高级 过程控制等前沿技术，实现从项目设计到运维的全流程智能化管控，助力陕煤榆林化学打造具备"自感 知、自诊断、自决策"能力的卓越级智能工厂。这种全流程、全周期的智能化解决方案，不仅契合国 家"双碳"战略目标，更能为企业带来显著的降本增效成果，其技术创新性与商业可持续性令人期待。 根据规划，二期项目全部投产后，预计年销售收入可达1340亿元，年利润超300亿元，创造就业岗位 7000余个，推动煤炭从"燃料"向高附加值原料转型。此次深度合作，不仅是中控技术在煤化工智能化赛 道的重要里程碑，更为陕煤榆林化学"技术领先、工艺成熟、投资合理、产品多元、成本可控、效益可 见、运行可靠、风险可担"的目标实现提供了可靠助力。 作为陕煤榆林化学的核心合作伙伴，中控技术于2020年开始助力其一期项目——全球最大煤制乙二醇装 置（180万吨/年乙二醇项目）落 ...

房地产行业进入"好房子"时代，上半年万科多地新盘热销。 不仅改革化险稳步推进，融合发展也取得积极进展。不久前的股东会上，万科管理层表示，将进一步加 强与大股东深铁集团的融合发展，发挥好双方资源禀赋，形成多元场景、多业态复合的城市服务新生 态。 继二季度万科与深铁在长租公寓领域开展战略合作后，近日万科与深铁又上线了全球首例由"机器人自 主搭乘地铁为商家配送货"的试点合作——在深圳地铁2号线湾厦站，由万科旗下万纬物流集成研发的机 器人，利用地铁的空闲时间段满载补给商品，自行搭乘地铁，自主规划最优搭乘线路，为湾厦站及线上 其它站内7-Eleven门店配送货。过去，地铁商铺一直存在配送货难题，门店货物配送只能通过地面交通 送至地铁站，不仅地面停车难，而且从地面运输到店内的过程，常常遇上地铁早高峰，导致送货的时 间、人力成本都较高。此次试点合作，通过地铁商家的无人化配送货，能够显著提升配送效率，将科技 有效应用于民生。 此次试点只是起点，随着试点技术的逐步成熟，未来将有望推广至更多的地铁商家。面向未来，深铁与 万科旗下的万纬物流，除了在"轨道+物流"的业务模式外，还将基于地铁车站、车辆段等深铁优质资 源，拓展更多城市物 ...

活动在陆家嘴管理局、全景网两位嘉宾的精彩致辞中拉开帷幕，他们强调了投资者教育的重要性，并指 出短视频在提升公众金融素养方面具有巨大潜力。其中，全景网嘉宾在致辞中还分享了全景网在投资者 教育领域的深厚积淀与未来展望，特别提到了全景品基荟在短视频投教领域的研究实践。 在主题分享环节，深交所基金部相关负责人深入解析了深市基金市场宣传体系及短视频内容创新策略， 展示了深交所在推动基金产品创新与投资者服务方面的前沿探索和最新成果。随后，全景网相关负责人 通过详实的数据分析，揭示了2024年度公募基金短视频的发展趋势与投教案例，为参会者提供最新行业 洞察与实战指引。同时，他表示全景品基荟未来将在短视频点评形式、榜单排名规则等层面进一步革 新，持续打造全市场唯一综合"数据统计"与"真实评价"的基金业短视频评价体系。金融职业发展专业委 员会相关负责人则对"一陆有力·陆家嘴青年金融投教系列活动"进行了精彩展示，并介绍了即将开展 的"首届高校基金投教短视频大赛"，大赛结合全景的国家级投教基地与陆家嘴金融职业发展委员会的优 势资源，将投教与职业发展相结合。 圆桌论坛上，与会嘉宾围绕"金融机构做投教，如何'叫好又叫座'"这一热点话题 ...

Core Viewpoint - The article discusses the current state and future potential of the AI market, particularly in relation to the Science and Technology Innovation Board (科创板), emphasizing the importance of understanding market dynamics and investment strategies in this rapidly evolving sector [1][2]. Group 1: AI Market Dynamics - The AI market is at a critical point of technological iteration, driven by "Artificial Intelligence +" policies and hardware innovations, leading to industry-wide intelligent transformation [3][4]. - The volatility in the 科创板 is influenced by both short-term market sentiment and long-term industry fundamentals, with a focus on the ongoing trend of domestic hard technology localization [4][5]. - Investment strategies should include recognizing "concept speculation," assessing personal risk tolerance, and understanding index compilation rules to mitigate risks [1][4]. Group 2: Policy Support and Industry Growth - The introduction of the 科创板 "1+6" new policy aims to systematically restructure the financing ecosystem for hard technology companies, enhancing their growth potential [7][8]. - The policy will broaden financing channels, upgrade value discovery mechanisms, and optimize the industrial ecosystem, ultimately enhancing the competitiveness of enterprises [7][8]. - Continuous government support for technology innovation, particularly in sectors like semiconductors and AI, is expected to provide long-term liquidity support for the industry [5][8]. Group 3: Global AI Competition - The global AI competition is intensifying, with domestic companies facing both challenges and opportunities, particularly in the context of technology localization and policy advantages [10][11]. - Domestic firms are expected to leverage differentiated advantages in algorithm efficiency and vertical application scenarios, positioning themselves favorably in the global market [10][12]. - The AI industry's growth is seen as a dual-edged sword, presenting both immediate challenges in supply chain security and long-term opportunities in localized applications [12][25]. Group 4: Investment Evaluation Framework - The investment evaluation for 科创板 companies should move beyond traditional financial metrics, focusing on technology iteration, R&D capabilities, and industry prospects [13][14]. - A multi-dimensional framework for value assessment is recommended, incorporating technology discount rates, policy leverage, and commercialization acceleration [13][14]. - Investors should construct a dynamic monitoring system to track risks associated with technology iteration, cash flow, and geopolitical factors [14][15]. Group 5: Sectoral Opportunities - Key sectors to watch in the 科创板 include biomedicine, commercial aerospace, low-altitude economy, and new materials, all of which are expected to gain traction alongside AI [17][18][19][20][21]. - The AI sector within 科创板 is characterized by clear competitive landscapes in chip design and large model algorithms, while application scenarios remain in a chaotic phase [23][24]. - The domestic chip replacement process is crucial for the sustainable development of the AI industry, reducing dependency on international supply chains and fostering innovation [24][25]. Group 6: Asset Allocation Strategies - Investors are advised to adopt a "core + satellite" asset allocation strategy, balancing stable cash flow assets with higher volatility sectors like 科创AI [30][43]. - The article emphasizes the importance of understanding individual risk tolerance and market volatility when constructing investment portfolios [30][43]. - Dynamic rebalancing of asset allocations is recommended to adapt to changing market conditions and maintain a balanced risk profile [46].

信通电子（001388）首次公开发行股票并在主板上市网上路演6月19日成功举行。信通电子董事长李全 用在回答投资者提问时表示，公司计划未来2-3年内，围绕电力输电、配电、变电运维业务，通过物联 网赋能电网运维。公司将以输电线路智能巡检系统解决方案为切入点，突出输电相关终端及人工智能技 术优势，持续提升产品竞争力，完善"云边端"解决方案，形成更具竞争力的输电线路智慧运维解决方 案，巩固并扩大输电领域技术及市场优势；同时加强变电、配电领域的新产品研发，积极参与电力行业 的市场拓展和新技术商业化预研，形成电力市场的组合竞争力。（全景网） 更多精彩请点击：https://rs.p5w.net/html/148134.shtml ...

Core Viewpoint - The company aims to enhance its core functions and competitiveness while pursuing high-quality and sustainable development in the coming years [1] Group 1 - The chairman of the company, He Qishu, discussed the progress towards the goal of reinventing the company during the performance briefing [1] - The company plans to upgrade traditional industries and stabilize existing operations [1] - The company intends to optimize its industrial layout in alignment with the "Belt and Road" initiative to enhance international capabilities and expand its market [1] Group 2 - The company is focused on creating new productive forces to drive development [1] - There is an emphasis on continuously enhancing core functions and competitiveness [1] - The overall strategy is aimed at promoting high-quality and sustainable development for the company [1]