以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 数据来源：RimeData来觅数据 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 截至2025年08月29日18:00， 本周融资事件共137起（不包括并购、定增），较上周减少了4起，融资金额总计约41.85亿元（谨慎估计），较上周减少了 53.30亿元。在所有融资事件中，本周融资金额在亿元及以上的融资事件有19起，较上周减少了1起。本周公开退出案例28个，较上周增加了10个。另外， 本周有170家机构参与了一级市场投资，较上周减少了3家。 请读者留意，由于本周有32起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了暂取较小值处理，涉及金额至少8.14元，约占融资总额的 19.44%。另外，因融资事件的延迟披露，本期周报仅收录了本周五18:00前公开披露的融资事件，可能导致统计分析与实际情况存在细微偏差，感兴趣的 读者可以登录Rime PEVC平台获取全量融资事件、被投项目及深度数据分析。 具体来看一下本周值得关注的热门投资事件： 1. 工业级无人机 ： 8月25日消息， 科卫泰 宣布完成新一轮战略融资，投资方为国安达 ...

Core Viewpoint - Wind Information Technology Co., Ltd. aims to become a global enterprise that makes data easily accessible, emphasizing the importance of data in the future [2]. Recruitment Overview - The company has officially launched its global campus recruitment for 2026 graduates, seeking individuals who are AI-driven futurists and innovators willing to challenge traditional paths [6][7]. Team Culture - Wind promotes a professional and pure team atmosphere characterized by openness, humility, and continuous learning, alongside a pragmatic and agile approach focused on practical outcomes and independent thinking [8]. Target Candidates - The recruitment targets 2026 graduates, including bachelor's, master's, and doctoral candidates, with positions available in AI, software development, data roles, and various functional areas [9][10]. Job Locations - Positions are available in multiple cities including Shanghai, Nanjing, Suzhou, Yangzhou, Shenzhen, and San Francisco/Silicon Valley [10]. AI Innovation Opportunities - Joining Wind offers a platform for AI innovation, contributing to the future of financial intelligence through self-developed AI technology systems and collaborative environments with technical experts [12][11]. Career Development - The company provides a dual-channel for career advancement focusing on skills and leadership, along with a business rotation mechanism and specialized AI training camps [16]. Application Process - The recruitment process consists of five steps: online application, written test, business interview, HR interview, and offer [15]. Application Methods - Candidates can apply through the official Wind recruitment website or by scanning a QR code for direct application [18].

Core Viewpoint - The A-share market shows signs of economic recovery with a slight increase in revenue and net profit for the first half of 2025, indicating a stabilizing foundation for growth [1]. Group 1: Overall Performance - A total of 5424 out of 5427 listed companies disclosed their 2025 semi-annual reports, with total revenue reaching 34.99 trillion yuan, a year-on-year increase of 0.02%, and net profit attributable to shareholders at 2.99 trillion yuan, up 2.45% year-on-year [1]. - 77% of companies reported profits, with 54% showing a year-on-year increase in net profit, and 661 companies experiencing growth exceeding 100% [1]. - The overall return on equity (ROE) remained stable at 7.73%, while the net profit margin slightly increased to 7.87%, reflecting steady profitability quality [1][20]. Group 2: Quarterly Performance Trends - In Q2 2025, A-share revenue growth was 0.34%, an increase of 0.66 percentage points from Q1, while non-financial revenue growth was -0.54%, a decrease of 0.13 percentage points [12]. - Net profit growth for Q2 was 1.29%, down 2.37 percentage points from Q1, with non-financial sectors showing declines [15]. Group 3: Industry Performance - The steel, software services, and building materials industries saw significant rebounds, with net profit growth rates of 263.77%, 176.19%, and 75.49% respectively [35]. - The semiconductor and hardware equipment sectors had the fastest revenue growth rates at 19.88% and 17.08% respectively, with several other industries also exceeding 5% growth [32]. Group 4: Dividend Trends - Companies are increasingly focusing on shareholder returns, with total dividends for the first half of 2025 reaching 642.8 billion yuan, a 20.7% increase from the previous year, and the number of dividend-paying companies rising to 813, a record high [26]. Group 5: Profitability Metrics - The highest gross profit margins were observed in the household goods, pharmaceutical, and consumer services sectors, at 52.19%, 48.69%, and 31.96% respectively [38]. - The highest return on equity was recorded in the food and beverage, non-bank financial, and coal industries, at 17.9%, 16.23%, and 10.86% respectively [40].

Core Viewpoint - NVIDIA's launch of the Jetson Thor platform marks a significant advancement in the robotics industry, providing powerful computational support for physical AI and robotics applications, and represents a key step in expanding NVIDIA's ecosystem in the robotics sector [3][4]. Group 1: NVIDIA's Robotics Ecosystem - The Jetson Thor platform is designed specifically for physical AI and robotics, featuring the latest Blackwell GPU architecture, a 14-core Arm Neoverse-V3AE CPU, and 128GB of memory, achieving an AI peak performance of 2070 TFLOPS, which is a 7.5 times improvement over the previous generation Jetson Orin [4][5]. - Jetson Thor supports multiple AI models, including large language models (LLM) and visual language models (VLM), enabling robots to achieve true multimodal perception and decision-making capabilities [4][5]. - The integration of the NVIDIA Isaac GR00T N1.5 VLA model within Jetson Thor enhances robots' decision-making and operational capabilities in complex environments, while support for various software frameworks expands its application boundaries [9][10]. Group 2: Market Adoption and Investment - Several Chinese robotics companies, such as UBTECH and Yushutech, have adopted Jetson Thor, indicating strong market interest and investment activity in the robotics sector [10][11]. - The active financing of these companies reflects the capital market's recognition of the robotics industry's potential, with significant funding rounds reported, showcasing the capital-intensive nature of the industry [11][13]. - The successful implementation of Jetson Thor by these companies is expected to create a positive feedback loop, enhancing NVIDIA's robotics ecosystem through rich application scenarios and practical cases [11]. Group 3: Industry Outlook - The robotics industry is projected to be a $10 trillion market, with significant growth anticipated in humanoid robots, which are expected to reach a market size of 63.4 billion yuan by 2025 and exceed 400 billion yuan by 2035, with a compound annual growth rate of over 50% [16][17]. - The growth of the robotics market is driven by advancements in AI technology, supportive government policies, and the expansion of application scenarios across various sectors, including healthcare and agriculture [19][21]. - The introduction of Jetson Thor and the ongoing investment in AI are expected to enhance the capabilities of robots, making them more adaptable and efficient in complex environments, thus driving the industry's transition from technology demonstration to practical application [20][21].

Group 1 - As of August 30, 5424 A-share listed companies have disclosed their 2025 semi-annual reports, with total revenue of 34.99 trillion yuan, a year-on-year increase of 0.02%, and net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45% [2] - The National Development and Reform Commission announced measures to improve the participation of private enterprises in major national projects, including setting minimum investment ratios for private capital in key sectors [2] - Alibaba's Q1 FY2026 financial report showed revenue of 247.65 billion yuan, a year-on-year increase of 2%, and net profit of 42.38 billion yuan, a year-on-year increase of 76%, exceeding market expectations [2] Group 2 - The State Council held a meeting to discuss the implementation of comprehensive reforms for market-oriented allocation of factors in certain regions and to promote the revitalization of ordinary high schools [3] - The Ministry of Human Resources and Social Security emphasized the need to promote employment for college graduates and long-term unemployed youth [3] - The National Development and Reform Commission and the National Health Commission issued a notice to promote inclusive childcare services, aiming to reduce the burden on families [3] Group 3 - The Ministry of Finance reported that from January to July, the total operating revenue of state-owned and state-controlled enterprises remained flat year-on-year, with a profit decline of 3.3% [3] - The Ministry of Finance and the Emergency Management Department allocated 220 million yuan in disaster relief funds to support emergency rescue efforts in seven provinces [3] Group 4 - The China Securities Regulatory Commission held a meeting to discuss the planning of the capital market during the 14th Five-Year Plan, emphasizing the need for high-quality development and long-term investment [5] - On Friday, A-shares saw collective gains, with the ChiNext Index briefly surpassing 2900 points, driven by strong performances in lithium battery and rare earth sectors [5] - The Hong Kong Hang Seng Index closed up 0.32%, with notable performances in the pharmaceutical and non-ferrous sectors [6] Group 5 - The China Banking Association reported that by the end of 2024, foreign institutions and individuals held 7.12 trillion yuan in RMB assets, a year-on-year increase of 9.4% [7] - Goldman Sachs maintained an overweight rating on Chinese offshore stocks and A-shares, predicting a 10% return for the MSCI China Index over the next 12 months [7] - Recent brokerage strategy meetings indicated a positive outlook for the A-share market, particularly in technology and consumer sectors [7] Group 6 - Semiconductor Manufacturing International Corporation plans to issue A-shares to acquire minority stakes in its subsidiary [9] - Kweichow Moutai's controlling shareholder intends to increase its stake in the company by 3 to 3.3 billion yuan [9] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [9] Group 7 - Huawei's semi-annual report indicated revenue of 427.04 billion yuan, a year-on-year increase of 3.95%, while net profit decreased by 32% [13] - Xiaomi recalled over 146,900 units of a specific power bank model due to potential overheating risks [13] Group 8 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.2% and the Nasdaq down 1.15%, influenced by tech stock pullbacks and inflation concerns [17] - European stock indices also closed lower, with the German DAX down 0.57% and the French CAC40 down 0.76%, affected by geopolitical risks and economic data [17]

8月29日，阿里巴巴公布截至6月的第一财季业绩，再度展现了其在核心电商业务与云计算领域的强劲实力。 财报显示，公司净利润显著超出市场预期，主要得益于电商业务稳步复苏和云计算板块的高速增长。 消息公布后，阿里巴巴美股大涨，显示投资者对其 未来发展的信心进一步增强。 根据财报数据，阿里巴巴第一财季收入达2476.5亿元人民币，净利润则高达431亿元人民币，远超分析师此前预估的285亿元。营收同比增长2%，净利润 同比大幅提升78%。公司管理层表示，这一亮眼表现体现了阿里巴巴在持续优化经营策略、加快新业务布局以及推动核心业务增长上的综合能力。 据《华尔街日报》报道，阿里巴巴正在开发一款新的人工智能芯片，意在填补英伟达在中国市场的空白。目前，这款芯片已进入测试阶段，主要面向更广 泛的AI推理任务，并与英伟达的架构兼容。 // 云计算加速增长，AI需求释放潜能 // // 电商业务稳中向好，创新模式激发活力 // 作为阿里巴巴的核心业务，电商板块继续展现稳健增长态势。财报显示，该板块整体收入同比增长10%，达到196亿元人民币。其中，客户管理收入 （CMR）同比增长10%，保持了稳步向上的趋势。CMR作为电商板块的核心 ...

Group 1 - The "Opinions on Promoting High-Quality Urban Development" released by the Central Committee of the Communist Party of China and the State Council outlines goals for urban modernization by 2030 and 2035, focusing on policy improvement, quality of life, green transformation, and cultural enhancement [2] - The "2025 China Top 500 Private Enterprises" list published by the All-China Federation of Industry and Commerce shows that JD Group, Alibaba (China) Co., Ltd., and Hengli Group Co., Ltd. ranked in the top three, with a revenue threshold of 27.023 billion yuan and a total revenue of 4.305 trillion yuan [2] Group 2 - The Ministry of Commerce's delegation, led by Li Chenggang, aims to strengthen China-Canada economic relations through the 28th China-Canada Economic and Trade Joint Committee [3] - The Ministry of Commerce announced increased support for foreign trade enterprises, including financial assistance and enhanced insurance products for export companies [3] - The State Administration for Market Regulation held a meeting to address market competition order and prevent irrational competition [3] Group 3 - A-shares experienced a "V-shaped" rebound, with the Shanghai Composite Index rising by 1.14% to 3843.6 points, and the total market turnover reaching 3 trillion yuan [4] - The Hong Kong Hang Seng Index closed down 0.81%, with significant selling pressure on tech stocks, while the semiconductor industry saw gains [4] - Mergers and acquisitions in the A-share market surged in the first half of 2025, with 1,113 transactions totaling 509.214 billion yuan, a 62.75% increase year-on-year [5] Group 4 - Li Auto reported Q2 2025 revenue of 30.2 billion yuan, a 16.7% increase from Q1, with a net profit of 1.1 billion yuan, marking a 69.6% growth [5] - The report indicates that major fund managers have adjusted their portfolios, with notable increases in holdings of companies like Xinluo and Juhua [5] Group 5 - The National Bureau of Statistics announced plans for data industry clusters and policies to boost the digital economy, predicting a digital economy value of approximately 49 trillion yuan by the end of the year [8] - The China Logistics and Purchasing Federation reported a 5.2% year-on-year increase in total social logistics from January to July, driven by demand in high-end manufacturing and green sectors [8] Group 6 - The European Automobile Manufacturers Association reported a 5.9% increase in new car sales in Europe in July, with Tesla's market share declining for the seventh consecutive month [9] - The market share of BYD increased significantly, capturing 1.2% of the market with a 225.3% rise in sales [9] Group 7 - Guotai Junan International launched cryptocurrency trading services in Hong Kong, allowing clients to trade various cryptocurrencies [10] - Didi Chuxing reported a core platform transaction volume of 109.6 billion yuan in Q2 2025, reflecting a 15.9% year-on-year growth [16]

Group 1 - The S&P 500 index reached a record high, closing at 6501.86 points, with the Nasdaq Composite rising to 21705.16 points and the Dow Jones Industrial Average increasing by 71.67 points to 45636.90 points [1][2] - The strong performance of the market was supported by macroeconomic data, including a revised annualized GDP growth rate of 3.3% for the second quarter, which exceeded previous estimates and market expectations [4] Group 2 - Nvidia reported second-quarter revenue of $46.7 billion, a 56% year-over-year increase, surpassing market expectations of $46.058 billion, with net profit reaching $26.422 billion [3][6] - Despite the strong overall performance, Nvidia's data center revenue slightly missed expectations, leading to cautious investor sentiment, although analysts remain optimistic about future growth [3][6] - Nvidia's CEO projected that the market for AI chips will expand to trillions of dollars over the next five years, indicating a significant ongoing industrial revolution [6] Group 3 - The positive earnings report from Nvidia had a ripple effect on the semiconductor sector, with stocks like Broadcom and Micron Technology rising by 2.8% and 3.6% respectively [4] - Snowflake, another AI-related software company, also reported earnings that exceeded market expectations, resulting in a 20% surge in its stock price, further boosting investor confidence in the AI sector [4]

Group 1: Open Market Operations - The central bank announced a reverse repurchase operation of 416.1 billion yuan for 7-day terms at a fixed rate of 1.40% on August 28, with a net injection of 163.1 billion yuan after accounting for maturing reverse repos [1]. Group 2: Funding Conditions - The central bank shifted to net injection in the open market, leading to a slight easing in the interbank funding conditions. Overnight repo rates hovered around 1.31%, with a notable improvement in supply [3]. Group 3: Interbank Certificates of Deposit - The latest transaction for one-year interbank certificates of deposit was around 1.67%, remaining stable compared to the previous day [7]. Group 4: Bond Market Overview - Major interest rate bonds in the interbank market saw collective yield increases, with government bond futures closing lower across various maturities [9][13]. Group 5: Key News and Developments - Mexico plans to increase tariffs on certain Chinese products in its upcoming 2026 budget proposal to protect local businesses, while China opposes such measures [14]. - In July, the national issuance of new bonds totaled 703.2 billion yuan, with a significant portion being special bonds [14]. - The Bank of Korea maintained its benchmark interest rate at 2.5%, with revised GDP growth and inflation forecasts for 2025 and 2026 [16]. Group 6: Bond Issuance and Corporate Developments - Alibaba is reportedly seeking to refinance with a loan of 6.5 billion USD, while the issuance of technology innovation bonds by banks has reached 227.3 billion yuan [18]. - Longguang Group reported a revenue of 3.4 billion yuan in the first half of the year and is continuing its debt restructuring efforts [18].

Core Viewpoint - The document emphasizes the transition of urbanization in China from rapid growth to stable development, focusing on enhancing the quality of existing urban spaces rather than expanding them. It outlines a vision for modern urban development by 2030 and 2035, highlighting the importance of policy improvement, quality of life, green transformation, and cultural richness [2][3][4]. Group 1: Overall Requirements - The guiding principles include adherence to Xi Jinping's thoughts, implementation of the spirit of the 20th National Congress, and a focus on urban quality development through innovation, livability, and resilience [4]. - The main goals are to achieve significant progress in modern urban construction by 2030 and to establish a modernized urban framework by 2035 [4]. Group 2: Optimizing Urban Systems - The document advocates for the orderly development of urban clusters and metropolitan areas, enhancing regional coordination and infrastructure connectivity [5][6]. - It emphasizes strengthening the competitiveness of mega cities while controlling their scale and promoting innovation [6]. - The capacity of small and medium-sized cities and towns is to be improved, with a focus on infrastructure and public services [6]. Group 3: Cultivating New Urban Development Drivers - Cities are encouraged to foster innovation ecosystems and enhance technological capabilities, focusing on traditional industry upgrades and emerging industries [7]. - The potential of existing urban resources is to be activated through the renovation of old buildings and infrastructure [7][8]. Group 4: Creating High-Quality Urban Living Spaces - The document stresses the need for a new model of real estate development to meet diverse housing demands and improve community services [9][10]. - It calls for the optimization of urban infrastructure and public services to ensure equitable access [10]. Group 5: Promoting Green and Low-Carbon Transformation - The focus is on energy efficiency and carbon reduction in production, alongside promoting sustainable living practices [11][12]. - Urban ecological environment governance is highlighted, with initiatives for pollution control and resource recycling [12]. Group 6: Enhancing Urban Safety Resilience - The document outlines measures for the safety management of buildings and infrastructure, emphasizing disaster preparedness [13][14]. - It also addresses public health and emergency response capabilities to enhance urban resilience [14]. Group 7: Promoting Cultural Prosperity - The importance of protecting and utilizing historical and cultural resources is emphasized, alongside the promotion of urban cultural life [15][16]. - The document encourages the integration of culture with urban development to enhance the city's unique character [16]. Group 8: Improving Urban Governance - A comprehensive urban governance framework is proposed, focusing on coordination among various administrative levels and community participation [17][18]. - The document advocates for the digital transformation of urban management to enhance efficiency and responsiveness [17]. Group 9: Strengthening Implementation - The need for centralized leadership and a clear evaluation system for urban development is highlighted, ensuring effective implementation of policies [19].