Core Viewpoint - The event organized by Dongfang Securities aims to enhance investor education and promote rational investment by providing a platform for investors to engage with listed companies, specifically Universal Scientific Industrial Co., Ltd. (环旭电子) [1] Company Overview - Universal Scientific Industrial Co., Ltd. (USI), listed under stock code 601231, is a leading global provider of electronic design and manufacturing services (EMS) [1][2] - The company is headquartered in Zhangjiang, Shanghai, and is a core enterprise under ASE Investment Holding Co., with projected revenue of 60.7 billion RMB in 2024 and over 22,000 employees globally [2] Core Business and Technical Advantages - USI offers a comprehensive D(MS)² service system, focusing on design, manufacturing, and solutions, which includes: - Electronic product design and collaborative development [3] - High-precision manufacturing and global mass production delivery [3] - Miniaturization technology, leading in the SiP (System in Package) module field, applied in advanced smartphones and wearable devices [3][4] - The company provides customized solutions for vertical industries such as cloud, industrial, and automotive sectors [4] Leadership in SiP Technology - USI is recognized as a global leader in SiP modules, having achieved mass production of micron-level packaging technology, enhancing client products in performance, size, and energy efficiency [4] - Notable applications include: - Core modules for smartwatches and TWS earphones for international brands [4] - SiP module services for leading smart glasses products [4] - Automotive-grade packaging modules used in ADAS and intelligent cockpit systems [4] Global Manufacturing and Agile Supply Chain - The company has established a "global platform + localized service" operational model centered in the Asia-Pacific region, offering: - Flexible manufacturing service options for clients [4] - 48-hour rapid response to key customer demands [4] - An intelligent logistics system covering vendor-managed inventory (VMI) and cross-border bonded warehousing [4] Sustainable Development and Future Strategy - USI is committed to low-carbon development, aiming for "net-zero emissions" by 2040 [4] - The company is investing in smart manufacturing and has set standards for "five-star factories," actively adopting Industry 4.0 practices [4] - USI has been recognized for three consecutive years as one of the top 1% in ESG ratings among Chinese enterprises, indicating a strong commitment to environmental, social, and governance standards [4] - The integration of "AI+" in consumer electronics is expected to drive high growth for USI's SiP business, alongside innovative business layouts for future potential [4]

上海凯宝表示，痰热清胶囊获批新增新型冠状病毒感染的适应症，将进一步扩大产品适用范围， 提升 市场竞争力及品牌知名度。（全景网） 痰热清胶囊为上海凯宝主营产品痰热清系列产品之一，是公司独家品种，功能主治:清热，化痰，解 毒。用于风温肺热病属风热袭肺证，症见发热，恶风，咳嗽，咯痰，或咽痛，流涕，口干等。此次获得 国家药监局《药品注册证书》，新增适应症"在新型冠状病毒感染的常规治疗中，可用于轻型引起的发 热、咳嗽、咽痛等。" 7月1日，上海凯宝（300039）发布公告称，公司于近日收到国家药品监督管理局签发的痰热清胶囊《药 品注册证书》，药品名称为痰热清胶囊。 ...

"苏超"比赛如火如荼，这场"混战"甚至蔓延到了赞助商。继淘宝闪购、支付宝、花呗后，今日，余额宝 官宣赞助"苏超"扬州队，表示自己是第四个"上桌的"。网友调侃："散装阿里"实锤了！ 图片 "余额宝攒着"在官宣时不仅自称"攒助商"，还夸扬州队"攒呢"，这在扬州话中是"很好"、"厉害"的意 思。据了解，余额宝"攒着"服务于去年上线，主打一个攒钱"管住手"。 网友们在线吃瓜，调侃"再来个四个"，"阿里到江苏也要散装"，"阿里系昨天三人斗地主，今天四人打 掼蛋。" 图片 就在前一日，淘宝、支付宝率先官宣赞助常州、徐州两队，并引发了评论区"互撕大战"。 01.png 02.png 03.png 04.png 花呗也第三个加入"战场"，官宣赞助无锡队，还拿出了谐音梗"花呗无锡，支持无锡"。 图片 在官方微博上，阿里系几个品牌都暗中较劲，支付宝留言"先说清楚谁是C位"，淘宝则回复"本是同根 生，相煎急急急"，花呗喊话阿里系"不要打了"，余额宝直接回怼"7.5先打你"，对花呗下起了"战书"。 事实上，赛程显示，7月5日余额宝赞助的扬州队正要与花呗赞助的无锡队展开对战。 06.png 07.png 据悉，由于和扬州队的赞助合同还 ...

Core Viewpoint - Zhejiang Xinxing Tool Co., Ltd. has been accepted for IPO on the Shenzhen Stock Exchange's ChiNext board, driven by the growing demand in the CNC machine tool market and the expansion of the drilling tool market [1][2] Group 1: Company Performance - The company has shown continuous improvement in operating performance, with revenues projected to reach 3.91 billion yuan, 4.25 billion yuan, and 4.67 billion yuan from 2022 to 2024, and net profits of 1.65 billion yuan, 1.71 billion yuan, and 1.84 billion yuan during the same period [2] - The comprehensive gross profit margins for the years 2022, 2023, and 2024 are 58.06%, 57.10%, and 56.49% respectively, indicating stable profitability [2] - Total assets have increased from 9.30 billion yuan in 2022 to 13.35 billion yuan in 2024, reflecting strong financial health [2] Group 2: Market Opportunities - The company is positioned to benefit from national policies promoting advanced manufacturing technologies, which are expected to accelerate the growth of the high-end tool industry [2] - The demand for drilling tools is anticipated to rise due to favorable policies impacting downstream industries such as steel structure engineering, rail transportation, shipbuilding, energy equipment, and mechanical manufacturing [2] Group 3: Research and Development - The company has maintained high levels of R&D investment, with expenditures of 20.39 million yuan, 21.92 million yuan, and 22.88 million yuan from 2022 to 2024, representing 5.21%, 5.15%, and 4.90% of revenue respectively [3] - As of the end of 2024, the company has obtained 146 patent authorizations, including 33 invention patents, showcasing its commitment to innovation [3] Group 4: Product Development and Strategy - The company has developed a core product system consisting of ring drilling and solid drilling series, offering over 30,000 specifications to meet diverse customer needs [4] - The company aims to become a leading global supplier of tool processing technology solutions, focusing on precision and efficiency in drilling tools [4]

Core Viewpoint - The "In Water One Sci-Fi Museum" has opened, showcasing the integration of technology, culture, and commerce through the "Three-Body Future Academy" project, which aims to enhance the cultural tourism industry in the Yangtze River Delta region [1][7][9]. Group 1: Project Overview - The "In Water One Sci-Fi Museum" is located in Fengxian, Shanghai, covering an area of 16,800 square meters with a total construction area of nearly 30,000 square meters [3]. - The museum is a collaboration with the global exclusive copyright holder of the "Three-Body" IP, creating a themed entertainment experience that utilizes advanced technologies such as AR, XR, and AIGC to provide an immersive experience [3][9]. - The venue features six sci-fi themed spaces and over 30 immersive exhibits, aiming to create a commercial cluster that combines technology experience, cultural tourism, and themed retail [9]. Group 2: Strategic Importance - The museum serves as a model for the integration of technology and culture in Fengxian District, promoting high-quality development in the sci-fi industry [7]. - It is expected to foster scientific education and cultivate the imagination of young people, while also positioning itself as a cultural landmark for the region [7][9]. - The project aims to transform creative ideas into tangible economic benefits, contributing to the rise of Fengxian as a new hub for the sci-fi industry in the Yangtze River Delta [9]. Group 3: Partnerships and Collaborations - The opening ceremony included multiple signing agreements with local cultural tourism resources, educational institutions, and commercial partners to enhance promotional channels and stimulate tourism consumption [11]. - Collaborations with local museums, art centers, and educational institutions are intended to enrich the museum's offerings and expand its reach [11].

Group 1: ETF Market Development - The "Zhaocai Cup" ETF live competition series aims to enhance investors' asset allocation and risk management skills, promoting the healthy development of the ETF market [1] - The event is organized by China Merchants Securities in collaboration with ten major fund companies and Panoramic Network [1] Group 2: Gold Market Insights - Gold has shown strong performance over the past two years, exceeding initial expectations with a price increase of over 20% [2] - As of April 22, gold prices reached nearly $3,500, with trading volume on that day hitting 989 billion yuan, marking a fivefold increase compared to the past three years [2][3] - The current gold price is at historical highs, comparable to the peak in January 1980, indicating a stable support level above $3,100 [3][11] Group 3: Geopolitical Factors Impacting Gold - Geopolitical tensions, including the US-China trade policies and conflicts in Ukraine and the Middle East, contribute to gold's appeal as a safe-haven asset [4][6] - The ongoing trend of de-globalization and weakening dollar credibility are expected to sustain gold's long-term value [3][4] Group 4: Central Bank Actions - Central banks, including China's, have been increasing their gold reserves, with China purchasing 44 tons last year and continuing to add to its holdings [3][12] - The trend of central banks accumulating gold reflects a consensus on the asset's value amid declining trust in the dollar [3][12] Group 5: Investment Strategies and Instruments - Gold ETFs are highlighted as a convenient investment vehicle, with low entry barriers and good tracking performance, making them attractive to investors [19][20] - The introduction of new players, such as insurance asset management firms allowed to invest in gold, is expected to further support gold prices [18] Group 6: Economic Indicators and Future Outlook - The potential for US interest rate cuts could positively impact gold prices, although the likelihood of such cuts occurring within the year is considered low [15][17] - The relationship between gold and real interest rates remains significant, with historical data showing a strong negative correlation [16][17]

6月27日，北交所"投资者零距离"—走进上市公司系列活动·云星宇（873806.BJ）站成功举办。本次活动 由北京证券交易所投资者教育基地联合鹏华基金共同开展，旨在深化投资者对上市公司基本面的了解， 培育理性投资文化，搭建投资者与优质上市公司交流的桥梁。 微信图片_20250701090447.png 活动伊始，现场来自北交所、鹏华基金、国泰海通以及媒体等在内的30余人在云星宇董事、总经理张 新，云星宇董事会秘书邢凯风的陪同下参观了企业展厅。在讲解员的引导下，近距离观摩了公司在高速 公路智能交通系统集成、ETC技术应用、车联网及交通大数据平台等领域的核心技术与成果，丰富的展 品和生动的演示，让投资者深刻感受到科技赋能交通的变革力量。 交流座谈会环节，气氛热烈而融洽。云星宇董事、总经理张新对到访嘉宾和投资者表示热烈欢迎。 全景网了解到，作为一家智慧交通综合服务商，云星宇主营业务包括智慧交通系统集成业务、智慧交通 技术服务业务和商品销售及其他业务等。自1997年成立以来，公司一直专注于智慧交通领域，业务从最 初的高速公路智慧交通系统集成服务已延伸至智慧交通相关的多领域综合性服务。目前，云星宇承揽、 承建项目已覆及 ...

Group 1 - The company, Yunnan Energy Investment (002053), has received approval for the development rights of the Sejia Photovoltaic Power Generation Project in Malong District, Yunnan Province, with an installed capacity of 20MW [1] - The project site is located in Wangjiazhuang Town, Sejia Village, Malong District, Qujing City, characterized by open terrain and abundant sunlight, making it suitable for photovoltaic layout [1] - The company aims to accelerate the preliminary work of the Sejia Photovoltaic Power Generation Project and plans to start construction as soon as conditions are met [2] Group 2 - The company's current focus is on the development of its core business in the renewable energy sector, including a 670,000 kW wind power expansion project and an 85,000 kW photovoltaic project [2] - The wind power expansion project is expected to achieve full capacity grid connection by 2025, while the photovoltaic project is in the project initiation stage, with bidding expected to commence after project approval [2] - The company is actively exploring renewable energy project resources within the province to secure additional development rights [2]

Group 1 - The event "Rational Investment Accompanying Me" aims to enhance investor education and promote rational, long-term, and value-based investment concepts [1] - The event will feature a visit to Aier Eye Hospital, focusing on investor rights protection and improving investor literacy [1] - The event is scheduled for June 30, 2025, and will be broadcasted on the Panoramic Network [1] Group 2 - Aier Eye Hospital Group was founded in 2003 and became one of the first companies to list on the Growth Enterprise Market in October 2009 [2] - Aier Eye Hospital has grown to be the largest eye care chain globally, with over 900 hospitals and clinics, and is expected to reach 16.94 million outpatient visits in 2024 [3] - The company emphasizes high-quality, multi-level eye care services, including refractive surgery, cataract surgery, and more, significantly improving eye health accessibility in China [3] Group 3 - Aier Eye Hospital is advancing its "New Decade" development plan and deepening its "Digital Ophthalmology" strategy, exploring the establishment of "Aier AI Eye Hospitals" [4] - The company aims to achieve three main goals: strengthen grassroots medical networks, establish world-class eye care centers, and promote integration through global collaboration [4] - Aier Eye Hospital's vision is to ensure that everyone, regardless of wealth, has the right to eye health [4]

Core Viewpoint - The company, Ropushkin, announced its intention to acquire a 65% stake in Zhongcheng Green Pulse (Hubei) Testing Co., Ltd. for cash, which will make Zhongcheng a subsidiary and included in the consolidated financial statements of the listed company [1] Group 1: Acquisition Details - The acquisition is part of Ropushkin's strategic deployment in the inspection and testing sector [1] - Zhongcheng Green Pulse is a core drafting unit for national standards in elevator and hoisting machinery testing, possessing full qualifications in various testing services [1] - The acquisition aligns with Ropushkin's strategic planning in the inspection and testing sector, enhancing industry expansion [1] Group 2: Business Synergy - There is a high degree of complementarity and strategic synergy between Zhongcheng Green Pulse and Ropushkin's subsidiary, Suzhou Fangzheng Engineering Technology Development Testing Co., Ltd. [1] - The integration of resources and capabilities post-acquisition is expected to enhance the company's leading position in the testing field and improve overall operational efficiency [1] - The acquisition aims to achieve sustainable development and increase the company's profitability [1]