今日（7月25日）上午9点30分，上海松江，备受关注的科创盛会——"2025中国科创领袖大 会暨科创板开市六周年"正式开幕。 在《并购：加快发展新质生产力》圆桌对话环节，嘉宾将围绕行业趋势、技术创新、投资机遇 等热点话题展开深入交流与碰撞，探讨日益加速和深入的产业并购如何为中国科创未来发展注 入新动力；在《出海：新市场的机遇与挑战》圆桌对话环节，嘉宾将聚焦于企业出海过程中的 机遇与挑战，以及如何谋求更为强劲的发展之路。 2大平行分论坛，将分别聚焦集成电路产业与产融对接。 在《2025中国科创领袖大会暨集成电路产业发展闭门会》论坛上，超10位集成电路领域企业 家、高管及科研机构专家汇聚一堂，围绕政策导向、技术创新、市场拓展、产业协同等关键议 题展开深入交流；在《2025中国科创领袖大会暨上市公司产融对接会（闭门）》论坛， 6-8 家科创企业集中亮相，这些企业都来自集成电路、生物医药等硬科技赛道，对接会让创新潜力 与上市公司精准对接。 1场"2025科创家之夜"（闭门），期间将发布1份《科创板ESG榜单》等。 本届大会由上海报业集团指导，财联社、《科创板日报》、上海长三角G60科创集团联合主 办，上海财经大学滴水 ...

据央视新闻，当地时间7月25日，泰国与柬埔寨在边境地区再次发生交火。 当地时间7月24日，泰国与柬埔寨在两国边境地区发生交火，双方互指对方率先开火。泰方称 其行动为自卫，尚不能确定此次行动将持续多久，但希望通过外交谈判尽快结束冲突。柬方称 其为被迫自卫反击，要求泰国将其军队撤回泰国境内。 安理会将举行紧急会议 据安理会轮值主席巴基斯坦代表团消息，安理会将在美东时间25日下午3时就泰柬局势举行紧 急会议。据了解，泰国及柬埔寨分别向安理会致函要求举行会议，联合国政治与和平建设事务 部官员将会就当前局势进行通报。 ...

23日，东北大学6名学生在 中国黄金集团内蒙古矿业有限公司乌努格吐山铜钼矿选矿厂 参观 学习浮选工艺过程中，因格栅板脱落坠入浮选槽溺亡。 24日， 记者实地探访涉事企业↓ 浮选生产实习为东北大学该专业必修课程 共55名师生参加此次实习 记者 在事故厂区 看到，目前厂区内生产经营活动全部暂停，发生事故的浮选车间已被警戒线 围了起来。 在听到学生呼喊有人掉落浮选槽后，现场工作人员立即按下浮选机急停开关，并用对讲机呼叫 工友前来救援，通知中控室停车，同时疏散师生撤离到安全位置。在此期间，工作人员还发现 了坠落半空的老师，第一时间实施了救援。 10时58分， 公司矿山应急小队抵达现场。 12时01分， 第一名人员被救出； 12时40分， 最后一名人员被救出。坠落人员被救出后立 即送往医院抢救，经医护人员确认已溺亡。据了解 ，6名遇难大学生年龄在20—22周岁。 24日下午，记者在医院见到了此次事故中受伤的老师，目前正在恢复中。 记者从呼伦贝尔市"7·23"事件应急指挥部了解到 ，浮选生产实习是东北大学矿物加工工程专业 人才培养的重要实践环节， 培养方案规定为2学分，课程性质为必修，在暑假组织实施。 其 中， 浮选车间 ...

Group 1 - The core viewpoint of the article highlights the mixed performance of major indices, with the Nasdaq and S&P 500 reaching new highs, driven by strong demand for artificial intelligence as indicated by Alphabet's earnings report [1] - The U.S. job market shows resilience, with initial jobless claims declining for six consecutive weeks, the longest decline since 2022, which may influence the Federal Reserve's decisions in the upcoming meeting [1][2] - Optimism in the market is bolstered by hopes for a trade agreement between the EU and the U.S., despite the EU's recent vote to impose counter-tariffs on U.S. products worth €93 billion [1] Group 2 - Alphabet's second-quarter revenue and profit exceeded expectations, and the company plans to increase capital investments by $10 billion to $85 billion by 2025, reflecting strong and growing demand for its cloud products and services [4] - Major tech stocks generally rose, with Nvidia and Amazon both up 1.73%, while Tesla's stock fell 8.2% due to warnings from CEO Elon Musk about upcoming challenges due to reduced government support for electric vehicle manufacturers [4][5] - UnitedHealth's stock dropped 4.8% amid an investigation by the U.S. Department of Justice into its health insurance business, and American Airlines' stock fell nearly 10% due to anticipated significant losses in the third quarter from weak domestic travel demand [5]

7月24日，泰国家旅游局发布信息提示，表示鉴于当前泰柬边境局势，提醒游客避免前往泰柬边境乌 汶、四色菊、素林、武里南、沙缴、尖竹汶、达叻等七个府有关区域。 中国驻泰国大使馆24日发布公告，提醒在泰中国公民留意泰柬边境区域安全指引。使馆表示： 驻泰使领馆提醒在泰中国公民密切关注形势发展变化，留意泰政府部门发布的风险警示，加强 防范。如遇紧急情况，请及时报警并与中国驻泰使馆和中国驻孔敬总领馆取得联系。 相关机构联系电话： 泰国报警电话 191 泰国急救电话 1669 泰国旅游警察热线 1155（含中文服务） 中国驻泰国使馆领保电话 02-245-7010 中国驻清迈总领馆领保电话 081-882-3283 中国驻宋卡总领馆领保电话 081-766-5560 中国驻孔敬总领馆领保电话 080-936-6070 中国驻宋卡总领馆驻普吉领事办公室领保电话 094-595-6158 外交部全球领事保护与服务应急热线（ 24小时）+86-10-12308/65612308。 ...

Industry News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes optimizing the allocation of state-owned assets, adjusting existing structures, resisting "involution" competition, and enhancing restructuring and integration [7] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued opinions to increase financial resources for rural revitalization, focusing on food security and credit support for major grain-producing areas [7] - The National Development and Reform Commission and the State Administration for Market Regulation are seeking public opinions on the draft amendment to the Price Law, aiming to improve standards for identifying low-price dumping and regulate market pricing order [8] - Shanghai plans to issue demonstration operation licenses for intelligent connected vehicles during the 2025 World Artificial Intelligence Conference [9] - As of June 2025, the total scale of public funds in China reached 34.39 trillion yuan, marking a historical high since early 2024, while money market funds saw a decline of over 160 billion yuan [9] - The National Development and Reform Commission announced that the central budget investment for 2025 has been largely allocated, focusing on modern industrial systems, infrastructure, and rural revitalization projects [9] Company News - Xidi Micro announced risks of losing control over its subsidiary Zinitix [11] - Pioneer New Materials is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [12] - Hengtong Optic-Electric won a bid for a marine energy project worth 1.509 billion yuan [13] - Helen Piano announced a change in control with Cui Yongqing taking over, leading to the resumption of stock trading [14] - Yuanli Co. plans to acquire 100% equity of Tongsheng Co., with stock trading resuming [14] - Time Space Technology is planning a change in control, resulting in stock suspension [15] - Gallen Electronics signed a strategic cooperation framework agreement with Shanghai Guotou and Shanghai Xinhui [15] - Caimi Microelectronics announced a proposed transfer of up to 18% of its shares by shareholder Wu Yuefeng and its concerted parties [16] - Zhongjin Gold announced the suspension of operations at its Inner Mongolia mining subsidiary and will promote follow-up work [16] - Fusenmei announced that its chairman Liu Bing has been detained, with vice chairman Liu Yunhua taking over responsibilities [17]

据央视新闻报道，当地时间24日，美国总统特朗普造访美联储。特朗普表示，跟美联储主席鲍威尔讨论 了利率问题，称"这次谈话很有成效"。 特朗普就解雇美联储主席鲍威尔一事表示，这将是一个大动作。 此外，特朗普提及翻修工程数据。鲍威尔表示，预计翻修工程将会在2027年完成。特朗普称，他通常会 解雇超出预算的项目经理。 特朗普表示，希望鲍威尔能降低利率，如果把利率降低三个百分点至一个百分点，美国就能省下一万多 亿美元。他将观察委员会如何制定利率规则。 ...

在具身智能这一新领域，主机厂正竞相布局，以期找寻新增长曲线。 7月23日，上海汽车集团（北京）有限公司与逐际动力LimX Dynamics签署战略合作备忘录 ，宣布建立长期战略合作伙伴关系，并成立具身智能联合实验室 。 按照备忘录，双方围绕具身智能关键技术，共同开展面向汽车场景的具身机器人算法研发、系 统开发、工具链部署等工作。逐际动力提供具身智能软硬件共性技术，助力上汽北京构建自主 的具身智能系统开发能力，形成从数据采集、模型训练到系统测试的完整研发流程。未来，二 者还将以联合实验室为依托，协同构建具身智能机器人技术与应用的生态体系，推动相关技术 解决方案在汽车产业链的拓展。 "当前全球范围内人力成本上涨，传统汽车领域用得比较多的工业自动化已很难解决汽车智能 制造下的需求。人形机器人在汽车制造危险作业的替代、自动化方面有较大的应用潜力。"蔚 来汽车前瞻制造工程人形机器人战队负责人乙鹏，道出了部分车企下场造机器人的目的。 在政策支持与技术创新的双轮驱动下，具身智能产业正在加速发展。"早期我们凭借低成本、 高效率的优势快速扩大规模，如今则需要将中国制造业推向创新驱动、高质量发展的新高 度。"比亚迪集团董事长兼总 ...

Core Viewpoint - The incident at Chengdu Tianfu Airport involving a BYD vehicle has been clarified, confirming that the vehicle's braking system is functioning normally and the event is unrelated to the vehicle itself [1] Group 1 - The vehicle was safely parked by the owner, and there were no collisions or injuries reported [1] - BYD has collected evidence against the spread of false information and is urging media and internet users to delete the misleading content [1] - The company plans to pursue legal action against those who spread rumors and false information [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers [1] - Key sectors mentioned include rare earth permanent magnets, humanoid robots, low-altitude economy, and new energy vehicles, with a company already supplying small batches to downstream humanoid robot clients and receiving new export licenses for rare earth-related items [1] - The article also discusses the integration of water conservancy, humanoid robots, and artificial intelligence, noting that a company has successfully sold multiple intelligent operation and maintenance robots for rail transit to clients [1] Group 2 - The company is set to mass-produce 800G optical module products and has won a 1.5 billion yuan contract for a marine energy project, indicating strong growth potential in the optical and marine sectors [1]