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]

Core Viewpoint - The copper market is experiencing significant price increases, with COMEX copper prices rising over 25% since early April, nearing historical highs, which has positively impacted the A-share copper metal sector [1][2]. Group 1: Market Dynamics - There is a notable divergence in global copper market prices, with COMEX copper trading significantly higher than LME copper by $1,200, and LME copper prices exceeding Shanghai copper by nearly 2,000 yuan [3]. - The anticipation of tariffs on copper imports by the U.S. has led to increased preemptive stockpiling by downstream manufacturers and intensified arbitrage trading, disrupting the global copper market balance [4]. - LME copper inventories have drastically decreased, with Asian warehouse stocks plummeting from 200,000 tons to 60,000 tons, a reduction of 70%, while European stocks have also seen a significant decline of 44% [5][8]. Group 2: Supply and Demand Factors - The current supply situation is tight, with LME copper's available inventory down approximately 80% since the beginning of the year, equating to just one day's global usage [8]. - The persistent shortage of copper in the spot market has led to a significant premium for spot prices over futures, indicating supply constraints [9]. - The potential for a short squeeze in the LME copper market is a concern, although the likelihood remains low due to new regulations aimed at preventing such occurrences [10][11]. Group 3: Historical Context and Future Outlook - Historical instances of copper market squeezes, such as the 2021 event, have shaped current market dynamics, with lessons learned influencing regulatory changes [12][15]. - The long-term outlook for copper prices remains bullish, driven by limited supply growth and increasing demand from sectors like electric grid investments and the burgeoning electric vehicle market [16][17]. - Major Chinese copper mining companies, such as Zijin Mining and Luoyang Molybdenum, are expected to see significant production increases, contributing to a favorable supply-demand balance [18][19].

Group 1 - The article emphasizes the acceleration of changes and emerging opportunities in the Chinese economy, driven by "new quality productivity" as the engine for transformation in 2025 [1] - It highlights the continuous release of policy dividends, deepening capital market reforms, and the accelerated return of foreign capital into new economic sectors such as artificial intelligence, high-end manufacturing, and green energy [1] - The article outlines the complex global landscape characterized by geopolitical conflicts, differentiated monetary policies, supply chain pressures, and overlapping political cycles, urging investors to optimize strategies amidst these challenges [1] Group 2 - The upcoming "2025 Mid-term Strategy Summit" in Shenzhen is positioned as a key event for analyzing core changes in the global and Chinese economy, with insights from top thought leaders and practitioners [1] - The summit aims to provide a forward-looking perspective on investment trends driven by "new quality productivity" and to dissect risks and opportunities in a complex environment [1] - The event will feature top-tier institutions managing over a trillion in assets sharing their investment strategies and directions [1]