工业富联成交额达100亿元，现跌1.17%。 ...

中科曙光成交额达100亿元，现涨6.51%。 ...

Group 1 - The core viewpoint is that the rare earth industry is entering a traditional consumption peak season, leading to increased demand and procurement, which is expected to drive up prices [4] - The rare earth ETF, Jiashi, has seen significant trading activity with a turnover of 6.55% and a transaction volume of 319 million yuan, ranking first among comparable funds [3] - As of August 13, the Jiashi rare earth ETF has achieved a net value increase of 78.28% over the past year, placing it in the top 5.04% among index equity funds [3] Group 2 - The top ten weighted stocks in the Zhongzheng Rare Earth Industry Index account for 59.32% of the index, with North Rare Earth and Baotou Steel being the largest contributors [3][6] - The Jiashi rare earth ETF has reached a new high in scale at 4.856 billion yuan, also ranking first among comparable funds [3] - The report from CITIC Securities suggests that the relaxation of export controls and the anticipation of price increases in the rare earth sector present investment opportunities [4]

截至2025年8月14日 14:24，国证机器人产业指数(980022)上涨0.28%，成分股机器人(300024)上涨 9.94%，矩子科技(300802)上涨6.00%，富临精工(300432)上涨4.65%，盈峰环境(000967)上涨3.06%，鸣 志电器(603728)上涨2.94%。机器人ETF鹏华(159278)上涨0.10%，最新价报1.03元。 消息面上，今晚2025世界人形机器人运动会将在"冰丝带"开幕，昨夜到今天，开幕式进入最后联排阶 段，总导演表示，将近有百位演员，还有300个机器人以及背后的这300多位工程师，共同完成了这样一 个视觉盛宴呈现给大家，非常浓缩的开幕式当中，把所有机器人的亮点都汇聚到了一起。 爱建证券指出，人形机器人加速迈向终端应用落地，工业制造场景有望率先实现规模化导入。统计本届 大会主要参展的中国人形机器人整机产品，按照应用场景分类：以商业服务（含医疗）占比最高 （41%）、工业制造（22%）、科研教育与家庭服务合计29%，且定价梯度呈"工业>商业>科研"布局。 工业制造技术门槛高、环境可控、流程标准化，便于算法与动作路径快速固化，验证周期相对较短；客 户支付能力强 ...

8月14日，据真视通消息，旗下新品两相液冷高效散热服务器，由真视通、航源光热（北京）科技、广 州广电五舟科技联合研发，攻克了传统散热带来的效能低、噪音大、安全性低等行业痛点。 ...

企查查APP显示，近日，越疆（02432.HK）发生工商变更，注册资本由约4.04亿元增至约4.23亿元。企 查查信息显示，该公司成立于2015年，法定代表人为刘培超，经营范围包含：集成电路设计、研发；机 器人工程技术研究与运用；投资兴办实业；国内贸易等。 ...

8月14日午间，吉利汽车在港交所发布了截至2025年6月30日止六个月的中期业绩公告，上半年实现营收1502.8亿元人民 币，同比增长27%，创历史新高。但上半年净利润同比下降14%，至92.9亿元人民币。 | | 截至六月三十日止六個月 | | 變動 | | --- | --- | --- | --- | | | 二零二五年 | 二零二四年 | | | | | (未經審核 | | | | (未經審核) | 及經車列) | 90 | | 收益(人民幣千元) | 150.284.734 | 118.792.689 | 27 | | 視為出售附屬公司之收益及分類為持作出售 | | | | | 的資產之減值虧損(人民幣千元) | | 7.726.187 | (100) | | 歸屬本公司股權持有人溢利 | | | | | (人民幣千元) | 9.289.807 | 10.789.540 | (14) | | 每股盈利 | | | | | 基本(人民幣分) | 92.18 | 106.50 | (13) | | 攤薄(人民幣分) | 90.31 | 105.77 | (15) | | 總銷量(部) | 1.409.1 ...

Group 1 - China Evergrande officially delisted from the Hong Kong Stock Exchange on August 25, ending its 16-year capital journey, with a debt burden of 2.4 trillion yuan impacting various stakeholders including investors, suppliers, and homebuyers [1] - 1.62 million unfinished properties affect 6 million homeowners, who face a 25% drop in property value while still repaying mortgages, leading to financial distress and loss of educational opportunities for their children [1] - Suppliers are severely impacted, with Evergrande owing over 900 billion yuan in construction payments, causing significant disruptions in the supply chain, including near bankruptcy for Nantong Sanjian and restructuring for Guotian Group due to bad debts [1] Group 2 - Investors have lost their investments, with retail investors holding 34% of shares seeing their stocks become worthless post-delisting, and state-owned shareholder Shenzhen Talent Housing Group losing a total investment of 25 billion yuan [1] - Evergrande's liquidatable assets are only 2 billion Hong Kong dollars, placing shareholders at the bottom of the repayment hierarchy [1] - The crisis highlights the dangers of high-leverage business models and exacerbates the "guarantee delivery of homes" issue, further eroding social trust [2]

Group 1 - Huawei's collaboration with SAIC-GM Wuling is set to upgrade, with the Baojun brand likely adopting the Hi model, although specific details are yet to be disclosed [1] - Baojun plans to launch a new SUV priced around 150,000 yuan equipped with Huawei's advanced driving technology by the end of this year, marking the first model under the Hi cooperation [1] - Huawei has established three collaboration models in the automotive sector: a "parts supply model," a "Hi solution" for integrated solutions, and a "HarmonyOS driving" technology ecosystem [1] Group 2 - Avita, the top-selling brand under the Hi model, is also enhancing its partnership with Huawei, with plans to launch a co-created product by the second half of 2026 [2] - Over the past six years, vehicles equipped with Huawei's advanced driving technology have surpassed 1 million units sold [2] - The "Fifth Realm" model, developed by Huawei and SAIC, is in the fast-tracking phase, with over 1,500 dealers, including luxury brands, expressing interest in the new brand [3] Group 3 - Huawei's partnerships with major automakers are becoming increasingly targeted, aiming to penetrate market segments that are currently underserved [3] - Baojun requires a high-volume model priced above 150,000 yuan to enhance its brand image, while Huawei seeks to increase the coverage of its advanced driving technology in the market below 200,000 yuan [3]

天眼查工商信息显示，近日，海南陵水发控石化有限责任公司成立，法定代表人为王泽圣，注册资本 2000万人民币，经营范围为燃气汽车加气经营、燃气经营、烟草制品零售、站用加氢及储氢设施销售、 机动车充电销售、集中式快速充电站、充电桩销售、新能源汽车换电设施销售。股东信息显示，该公司 由中国石化（600028）旗下中国石化销售股份有限公司以及陵水黎族自治县发展控股集团有限公司共同 持股。 ...