伴随汽车智能化进程加速，底盘系统作为实现高阶自动驾驶的核心执行载体，正经历机电一体化、控制集成化与智 能电动化的深刻变革，线控一体化底盘已成为产业发展的明确方向。底盘角模块（Electric/Intelligent Corner Module）作为该技术趋势的关键载体，创新性地将线控转向、线控制动、轮毂电机、空气弹簧及主动减振器等 X/Y/Z方向执行器高度集成。该技术通过驱动、转向、制动与悬挂系统的一体化整合，采用标准化接口与车身及电子 电器架构连接，可适配多样化轴距与轮距需求，并依托底盘域控制器实现对车轮多维度运动的精准协同控制。这不 仅显著提升了车辆的安全性、经济性与操控性，更构建了与自动驾驶系统端到端的无缝连接，为一体化底盘的规模 化应用铺平道路，是通向未来智能驾驶与无人驾驶的必由之路。 转自：中国证券报·中证网 未来，公司将持续加大核心技术攻关与科研投入力度，以前沿技术驱动产业升级，坚定不移地向"成为客户不可缺少 的全球首选供应商"的愿景迈进。 中证报中证网讯（王珞）近日，双林股份发布消息，公司与清华大学车辆与运载学院正式签署技术合作协议。双方 将围绕"新能源汽车智能驾驶角模块技术研究与应用"开展深度 ...

中证报中证网讯（王珞）9月2日晚间，浙江沪杭甬发布换股吸收合并浙江镇洋发展（603213）股份有限 公司暨关联交易预案，公告显示，浙江沪杭甬A股发行价格为人民币13.50元/股，镇洋发展的换股价格 为14.58元/股，换股比例为1:1.0800。此外，为保障投资者回报，浙江沪杭甬设置了现金分红安排：吸 并完成日年度起的未来三年内，在符合相关条件下，每年现金分红将不低于每股人民币0.41元。 回A或将破解估值低迷困局 从港股估值提振的维度看，作为1997年登陆港交所的"浙江国企境外上市第一股"，浙江沪杭甬通过沪杭 甬高速、上三高速等优质路产长期稳健经营。公开数据显示，在两地股市的所有高速公路相关企业中， 浙江沪杭甬的归母净利润位列第一，龙头地位优势明显，但是H股市盈率与A股同行业公司存在显著差 距（参考下图）。浙江沪杭甬"回A"将成为估值重塑的"催化剂"。根据2025中期业绩，浙江沪杭甬继续 保持着良好的增长态势：实现收益为人民币86.85亿元，同比增长3.8%；归属于公司拥有人溢利为人民 币27.87亿元，同比增长4.0%。 | 证券代码 | 证券简称 | 总资产 | 归母净利润 | 市盈率TTM | 市值 ...

9月4日，永赢基金发布公告称，为保护基金份额持有人利益，永赢科技智选将于9月5日起暂停1万元以上的大额申购业务（含定期定额投资、转换转入）。 8月26日，永赢基金曾宣布，永赢科技智选暂停100万元以上的大额申购业务（含定期定额投资、转换转入）。值得注意的是，此次限购金额直接由100万元 大幅降至1万元。 值得注意的是，永赢科技智选凭借对云计算等热门板块的重仓把握，近期业绩显著增长。数据显示，截至9月3日，永赢科技智选A今年以来收益率高达 177.80%，尤其是6月以来，该基金进入业绩高速增长阶段，收益率超过150%。 2025年基金中报显示，截至二季度末，永赢科技智选的前十大重仓股依次为新易盛、中际旭创、天孚通信、胜宏科技、源杰科技、长芯博创、沪电股份、工 业富联、太辰光、深南电路。其中，前五大重仓股仓位都在9%以上，前十大重仓股合计仓位超86%。 | 基金名称 | | 永赢科技智选混合型发起式证券投资基金 | | --- | --- | --- | | 基金简称 | | 永赢科技智选混合发起 | | 基金主代码 | | 022364 | | 基金管理人名称 | | 永赢基金管理有限公司 | | 公告依据 | ...

Group 1 - The core theme of the 2025 "818 Wealth Management Festival" organized by Yong'an Futures is "Yong'an Wealth Derives Happiness," focusing on asset allocation trends and promoting the values of "long-term investment and rational financial management" [1][3] - The event attracted over ten thousand participants through various online and offline activities, receiving widespread attention and positive feedback from investors [1][3] - Yong'an Futures aims to establish itself as a leading and unique derivatives investment bank, leveraging its deep expertise in financial derivatives to provide high-quality asset management and advisory services [1][4] Group 2 - The "818 Wealth Management Festival" featured a collaborative wealth management conference that integrated resources nationwide, gathering experts from various institutions to discuss strategy development and market trends [3] - The conference included participation from nearly thirty well-known private fund managers, addressing topics such as macroeconomic trends, quantitative strategies, and the value of derivatives investment, providing insights for around 500 individual and institutional investor representatives [3] - In addition to offline meetings, the festival also launched online live broadcasts and educational activities, expanding the brand's influence [4] Group 3 - The Yong'an Futures APP introduced a new "Wealth Account Analysis" feature during the festival, allowing clients to visualize their asset allocation and track account performance in detail [4] - The company is committed to a major reform of its operational system centered around customer needs, aiming to enhance service capabilities and strengthen its professional advantages in asset allocation [4]

Group 1 - The core viewpoint of the article is that Daoshi Technology's subsidiary, Hong Kong Jiana, has signed a Pre-B round preferred stock subscription agreement with Brain Family Inc., a leading brain-computer interface technology company, investing $30 million to acquire minority shareholder rights [1] - Brain Family Inc. has over 460 authorized patents and its core products have received multiple international certifications, including FDA and CE, indicating strong R&D capabilities and commercial applications in high-value fields such as medical rehabilitation, educational technology, consumer health, and human-computer interaction [1] - The investment aims to leverage opportunities in the AI era, enhancing the company's "AI + materials" strategy and improving its core competitiveness through collaboration with Brain Family Inc. in the application of carbon materials in areas like electronic skin [1] Group 2 - The preferred shares acquired by Hong Kong Jiana will have superior rights in liquidation, voting, and repurchase compared to common shares, and can be converted to common shares at a 1:1 ratio [1] - The pricing of the subscription was determined based on the industry characteristics, R&D strength, future potential of Brain Family Inc., and valuations from other investors in the Pre-B round [1]

Core Insights - The Shenzhen Stock Exchange companies reported strong performance in the first half of 2025, with total operating revenue of 10.24 trillion yuan, a year-on-year increase of 3.64%, and net profit of 595.46 billion yuan, up 8.88% [1][2] Financial Performance - A total of 2,873 Shenzhen-listed companies disclosed their semi-annual reports, with nearly 80% reporting profits and over 50% showing year-on-year net profit growth [1][2] - The main board companies generated 8.19 trillion yuan in revenue, while the ChiNext board companies achieved 2.05 trillion yuan, reflecting a growth of 9.03% [2] - Leading companies in Shenzhen showed significant revenue and profit growth, with 55 companies having a market capitalization exceeding 100 billion yuan, generating 2.81 trillion yuan in revenue and 306.09 billion yuan in net profit [2] R&D and Innovation - Shenzhen companies invested a total of 352.97 billion yuan in R&D, with 409 companies having an R&D intensity exceeding 10% [3] - The strategic emerging industries in Shenzhen reported a total revenue of 1.49 trillion yuan, with a year-on-year growth of 14.73%, and net profit of 121.22 billion yuan, up 12.51% [4] Industry Highlights - The electronics sector saw 253 companies generating 984.76 billion yuan in revenue, a 14.1% increase, and net profit of 45.46 billion yuan, up 24.59% [6] - The power equipment sector reported 838.45 billion yuan in revenue, growing 8.51%, and net profit of 56.90 billion yuan, up 17.62% [6] - The computer industry achieved 501.25 billion yuan in revenue, a 13.74% increase, and net profit of 12.29 billion yuan, up 26% [6] - The telecommunications sector generated 193.83 billion yuan in revenue, a 14.19% increase, and net profit of 1.85 billion yuan, up 24.08% [7]

2025年上半年，铁建重工在高端制造领域业绩体现出强劲韧性。铁建重工上半年实现营收48.37亿元， 实现归属于母公司的净利润7.35亿元，营收净利均较上年同期有所增长。 铁建重工董事长赵晖表示，上半年海外业务成为公司重要的增长引擎。新签合同方面，2025年上半年公 司新签合同中标额77.27亿元，同比增长3.15%。公司完成海外新签合同/中标额18.39亿元，实现海外业 务收入15.61亿元，同比增长181.43%，海外业务收入占主营业务比重32.41%，较去年同期提升20.80个 百分点。 时代电气则在上半年实现营业收入122.14亿元，同比增长了17.95%；实现归属于母公司的净利润16.72 亿元，同比增长12.93%。 中证报中证网讯（王珞）9月2日，湖南省科创板上市公司2025年半年报集体业绩说明会在湖南湘江新区 湘江基金小镇举办。本次业绩说明会是由上海证券交易所、中国证券监督管理委员会湖南监管局、中共 湖南省委金融委员会办公室主办，由中共长沙市委金融委员会办公室、湘江新区财政金融局、湖南省基 金业协会等单位承办。 业绩说明会上，铁建重工、时代电气、航天环宇、华曙高科、圣湘生物、金天钛业、五矿新能、 ...

Core Insights - Company reported a revenue of 627 million yuan for the first half of 2025, marking a year-on-year growth of 12.41%, primarily driven by the industrial brake business which saw a revenue increase of 17.42% [1][2] - Net profit decreased by 28.29% to 16.89 million yuan, attributed to losses from subsidiaries and pressures from wind power pricing [1][2] Revenue Growth and Profitability Challenges - The industrial brake core business was the main revenue driver with a 17.42% increase [2] - Net profit decline was mainly due to two factors: a loss of 16.35 million yuan from the aviation subsidiary Ande Technology and a loss of 7.32 million yuan from the wind brake subsidiary Changsha Tianying [2] - Despite a 37.35% revenue growth in the wind brake sector, the gross margin fell to -2.38%, a decrease of 8.21 percentage points year-on-year, impacting overall profitability [2] Technological Advancements and Global Expansion - Company is focusing on breakthroughs in traditional and new sectors, with significant orders in the port machinery sector showcasing its leading position in heavy equipment brake technology [3] - The rail transit sector has achieved domestic breakthroughs with the HEP15 brake system and wet brake for mining vehicles [3] - International expansion is accelerating, with the Swiss subsidiary successfully entering the Siemens wind power supply chain, increasing overseas revenue share to 13.9% [3] Strategic Restructuring and Efficiency Improvement - Company is optimizing its business structure by divesting non-core assets and focusing resources on the brake business [4] - Efforts are being made to enhance technology and reduce costs through smart manufacturing and lean production, with a stabilization of gross margins in the wind brake sector [4] - The company is advancing its global strategy, using the Swiss subsidiary as a foothold for market certification in Europe and Asia [4]

亦庄国投上述股份来源为公司首次公开发行股票并上市前取得。 中证报中证网讯(王珞)燕东微9月3日公告，公司持股11.83%的股东亦庄国投拟通过集中竞价或大宗交易 的方式减持，将于该减持计划披露之日起15个交易日之后的三个月内减持公司股份不超过1427.62万 股，不超过公司总股本比例1%。 ...

最新数据显示，自2024年9月24日《关于深化上市公司并购重组市场改革的意见》(简称"并购六条")发 布以来，沪市已新增披露重大资产重组104单。 例如，赛力斯（601127）2024年9月宣布拟以81亿元的金额收购龙盛新能源100%股权，2025年上半年， 此项收购完成。此举加强了赛力斯对生产环节的把控，有助于降低生产成本。此前，问界系列车型一直 租赁龙盛新能源的超级工厂进行生产，通过收购，赛力斯能够确保生产端资产的完整性，从而推动公司 的高质量发展，并为整体经营战略的实施和业绩增长奠定基础。2025年半年报显示，公司实现归母净利 润29.41亿元，同比增长81.03%。 收购标的业绩并表"添彩"，更多映衬的是本轮并购重组的鲜明"底色"：不同于早期注重规模扩张，本轮 并购重组以产业整合和转型升级为主导逻辑，正在从"数量扩张"走向"质量提升"。业内人士认为，在政 策呵护与市场自驱力的共同作用下，沪市并购重组市场有望继续保持活力。更多优质资产的注入，不仅 将增强上市公司盈利能力和核心竞争力，也将进一步丰富投资者选择，推动资本市场形成良性循环。 记者梳理发现，2025年上半年，一批完成交割的并购重组项目已直接转化 ...