202 5 年 7 月 4 日 -5 日 ，星期 五 - 星期 六 ，由格隆汇主办的 "格隆汇中期策略峰会 2025 " 将 在 深圳 南山香格里拉 酒店盛大举 办 。 大会将邀请哪些 金融 大咖？有哪些精彩议程？现场有哪些不能错过的 Tips ？本篇参会指南 为你进行详细解答。 会议基本信息 签到时间： 202 5 年 7 月 4 日 - 5 日 08:00-09:00 签到地点： 深圳南山香格里拉酒店 3 楼 大 宴会厅 内容丰富、内含多种 隐藏 福利 快来现场，向着大奖冲冲冲！ 交通出行 入场签到 签到方式： 请携带 纸质名片 ，凭格隆汇短信发送的 【电子门票二维码】 现场核验领取胸 卡。会议期间凭借胸卡入场，期间请保管好胸卡，谨防丢失。 （7月5日的全球机构投资者思享会为私密活动，如无报名，请勿空降！） 活动现场 现场特设 展位展览 会议名称： 格隆汇中期策略峰会 2025 会议时间： 202 5 年 7 月 4 日 - 5 日 会议地点： 深圳南山香格里拉酒店（深圳市南山区白石三道深湾汇云中心五期 J 座） 深圳宝安国际机场 — 深圳 南山香 格里拉酒店 （深圳市南山区白石三道深湾汇云中心五期 J ...

202 5 年 7 月 4 日 -5 日 ，星期 五 - 星期 六 ，由格隆汇主办的 "格隆汇中期策略峰会 2025 " 将 在 深圳 南山香格里拉 酒店盛大举 办 。 内容丰富、内含多种 隐藏 福利 大会将邀请哪些 金融 大咖？有哪些精彩议程？现场有哪些不能错过的 Tips ？本篇参会指南 为你进行详细解答。 会议基本信息 入场签到 签到方式： 请携带 纸质名片 ，凭格隆汇短信发送的 【电子门票二维码】 现场核验领取胸 卡。会议期间凭借胸卡入场，期间请保管好胸卡，谨防丢失。 （7月5日的全球机构投资者思享会为私密活动，如无报名，请勿空降！） 活动现场 现场特设 展位展览 会议名称： 格隆汇中期策略峰会 2025 会议时间： 202 5 年 7 月 4 日 - 5 日 会议地点： 深圳南山香格里拉酒店（深圳市南山区白石三道深湾汇云中心五期 J 座） 签到时间： 202 5 年 7 月 4 日 - 5 日 08:00-09:00 签到地点： 深圳南山香格里拉酒店 3 楼 大 宴会厅 快来现场，向着大奖冲冲冲！ 交通出行 深圳宝安国际机场 — 深圳 南山香 格里拉酒店 （深圳市南山区白石三道深湾汇云中心五期 J ...

200亿估值！浙江杭州半导体巨头冲刺IPO，小米、宁德时代押注，业绩承压 原创 阅读全文 格隆汇新股 ...

ETF进化论 飙涨116%！登顶冠军宝座 原创 阅读全文 ...

Core Viewpoint - The article highlights the rapid development of China's deep-sea economy, projecting a national marine production value to exceed 10 trillion yuan in 2024, accounting for 7.8% of GDP, with a growth rate surpassing GDP by 0.9 percentage points [1][6]. Group 1: National Strategy and Policy Support - Deep-sea technology has been recognized as a strategic emerging industry, included in the 2025 government work report alongside commercial aerospace and low-altitude economy as new economic engines [3]. - The State Council issued a supplementary document for the "14th Five-Year" marine economic development plan, allocating significant funding to support deep-sea technology industrialization [6]. - Various coastal provinces have introduced policies to support marine economic development, indicating a regional competition to advance into the deep sea [6][7]. Group 2: Market Potential and Industry Growth - By 2030, the market size of core deep-sea technology segments is expected to reach 921.2 billion yuan, with potential for auxiliary maintenance services to push it into the trillion-yuan club [12]. - The global deep-sea mining market is projected to exceed 30 billion USD by 2030, with China holding a technological advantage and the most international exploration contracts [12]. - The deep-sea equipment manufacturing sector is anticipated to see an annual growth rate exceeding 12%, driven by the extreme conditions of deep-sea environments [12]. Group 3: Technological Advancements - China's deep-sea technology has reached the international first tier, with successful trials of the new generation of manned submersibles [9]. - The domestic production rate of high-end components for deep-sea equipment is currently below 65%, indicating significant opportunities for domestic manufacturers [9]. - Innovations in cross-disciplinary fields, such as underwater data centers and AI monitoring systems, are emerging as key areas of growth [9][14]. Group 4: Investment Trends and Capital Flow - The current stage of the deep-sea industry resembles the early days of the new energy sector, characterized by clear policies, technological breakthroughs, and defined application scenarios [16]. - Major investment firms are establishing specialized funds to capitalize on deep-sea projects, indicating a surge in interest and competition among investors [8][16]. - The valuation of companies with full deep-sea operational capabilities is rising, with significant interest from private equity in "hidden champions" within the sector [16].

ETF进化论 大转变！海量资金最新动作曝光 原创 阅读全文 ...

Core Viewpoint - The article highlights the significant advancements in nuclear fusion energy, particularly its commercialization, driven by major tech companies like Google and Microsoft, and the increasing demand for electricity in the AI era [1][3][4]. Group 1: Market Dynamics and Trends - The demand for electricity is surging in the AI era, with data centers expected to consume over 800 billion kilowatt-hours by 2030, accounting for nearly 7% of global electricity usage [3]. - Major tech companies are transitioning from merely purchasing electricity to building their own power sources, with nuclear fusion becoming a strategic focus due to its clean and sustainable energy potential [5][6]. Group 2: Technological Breakthroughs - Both China and the U.S. are making significant strides in nuclear fusion technology, moving from theoretical concepts to practical applications [6]. - China's EAST facility achieved a world record by maintaining plasma at 100 million degrees Celsius for over 1,066 seconds, nearing conditions necessary for power generation [7]. - The U.S. National Ignition Facility (NIF) successfully achieved "net energy output," marking a critical milestone in fusion research [9]. Group 3: Policy and Investment Landscape - The competition between China and the U.S. in nuclear fusion is intensifying, with both countries implementing supportive policies and significant investments to accelerate the industry [12][13]. - China has established a fusion joint venture and is rapidly developing its nuclear fusion technology infrastructure, while the U.S. is planning to construct multiple nuclear power plants by 2030 [12][13]. Group 4: Industry Chain and Opportunities - The nuclear fusion industry encompasses upstream materials, midstream equipment manufacturing, and downstream power generation and system integration, creating a high barrier to entry and high return potential [15]. - Key areas of focus include high-temperature superconductors, plasma containment materials, and the construction of fusion reactors [16][17]. - Future milestones include the construction of the CFETR in 2025 and the first commercial fusion power demonstration by Helion in 2026, which are critical for the commercialization of fusion energy [20].

Core Viewpoint - The A-share IPO market is showing signs of recovery, with 41 companies accepted for IPO applications in a single day, indicating a positive trend in market sentiment and activity [1] Group 1: IPO Market Activity - A total of 41 companies have submitted IPO applications in one day, reflecting a significant increase in market activity [1] - Notable companies such as Moer Technology and Muxi Co., Ltd. are among those applying for IPOs, highlighting the interest from various sectors [1] Group 2: Market Sentiment - The surge in IPO applications suggests a renewed confidence among companies in the A-share market, potentially leading to more listings in the near future [1] - The increase in IPO activity may also indicate a favorable regulatory environment and improved market conditions for new entrants [1]

作者 | 独行侠 数据支持 | 勾股大数 据（www.gogudata.com） 疯狂的铜，似乎又卷土重来了。 截止 7月1日，COMEX铜最新报价超5.1美元，较4月初累计大涨近25%，离3月创 下的历史新高仅 一步之遥。 铜价持续上涨，同样引发 A股铜金属板块行情共振。北方铜业3日大涨逾20%，市值超5000亿的紫金 矿业累涨近5%，突破盘整一年之久的箱体震荡，再刷新高。 熟悉的趋势再次出行，接下来又会如何演变？ 01 LME两大核心仓同时持续去库，可用库存总量较年初已经大幅下降80%左右， 目前仅相当于全球一 天的用量。 在此大背景下，引发了 LME铜现期货升水快速拉升。据数据显示，本周一 现货铜价较三个月期货价 格高出了 280美元/吨，创下自2021年创纪录飙升以来的最大价差。这一巨幅现货溢价表明供应短 缺。 据报道，最近全球三大铜市场现货价格出现史诗级割裂。 目前， COMEX铜远高于LME铜1200美元，而LME铜现货价格又高于沪铜现货近2000元。 导致这一局面的原因是特朗普针对铜加征关税的预期悬而未决。具体来看， 2月26日， 特朗普签署 行政命令启动对进口铜产品的 "232调查"。而据23 ...

TOP 级机构（合计管理超千亿）分享投资策略和方向。 变局加速，机遇涌动！走过充满韧性的 2024 ，中国经济正以"新质生产力"为引擎，在 2025 年深化转型。政策红利持续释放，资本市场改革深化，外资加速回流人工智能、高端制造、绿 色能源等新经济赛道，一场以"新质"为核心的估值重构已然展开。 然而，全球棋局波谲云诡：地缘冲突未息、货币政策分化、供应链重塑承压、多国政治周期叠 加 ……如何在百年大变局的深化期，把握未来航向？ 2025 年下半年，机遇与风险并存，投 资者如何优化策略，行稳致远？ 答案，就在深圳！ 2025 年 7 月 4 日 -5 日，格隆汇 2025 中期策略峰会 将再度点亮鹏城！ 我们力邀顶尖思想领袖与实战精英，为您： 深度剖析全球与中国经济核心变局； 前瞻 "新质生产力"驱动的投资主脉络； 拆解复杂环境下的风险与机遇； 共话资本市场改革红利与布局良机； 格隆汇期待您的莅临！ （活动议程均以现场为准，活动解释权归格隆汇所有） 这是一场智慧碰撞的盛宴，一次拨云见日的集结！ 与远见者同行，与担当者共进！ 星火汇聚，终成燎原之势！ 破浪前行，共赴投资沧海！ 7 月 4 日中期策略会仅剩少许名额！ ...