每经记者：刘明涛 每经编辑：叶峰 随着中概互联网龙头持续反弹，今日上午，中概互联网相关ETF涨幅明显，包括中概互联网ETF（159607）在内的4只中概互联ETF半日涨幅超2%，其中， 中概互联网ETF（513050）半日成交达到23.23亿元，交投十分活跃。 | | | 中概互联网行业相关E | | | --- | --- | --- | --- | | 代码 | 名称 | 涨幅% | 现价 | | 159607 | 中概互联网ETF | 2.46 | 1.084 | | 513050 | 中概互联网ETF | 2.38 | 1.42 | | 159605 | 中概互联ETF | 2.26 | 1.087 | | 513220 | 中概互联ETF | 2.1 | 1.264 | | ETF规模截止日: 7.15 | | | | 从投资逻辑来看，中国互联网行业仍处于数字化转型深化期，AI、云计算、智能汽车等新技术驱动增长。例如，腾讯云AI相关收入同比快速增长，阿里通 义大模型在电商、制造等领域落地，小米智能汽车业务成为新增长点。此外，消费复苏和全球化布局进一步打开中国互联网行业市场空间。 点评：中概互联网ET ...

截至2025年7月11日收盘，*ST新潮（600777）报收于3.91元，较上周的3.21元上涨21.81%。本周，*ST 新潮7月11日盘中最高价报3.91元，股价触及近一年最高点。7月8日盘中最低价报3.25元。*ST新潮当前 最新总市值265.9亿元，在油气开采板块市值排名2/4，在两市A股市值排名590/5149。 本周关注点 公司董事会和监事会分别于2025年6月29日和7月4日拒绝召集召开临时股东大会，理由是提请召集人未 以其名义提出具体提案，不符合相关规定。提请召集人认为，股东会召集权与提案权是两种不同权利， 提请召集人已依法提出具体提案，符合《公司法》和《公司章程》规定。公司年报披露无法表示意见的 审计报告，暴露公司治理机制存在重大缺陷，亟需调整组织架构和治理机制，保障股东合法行使选择董 事、监事的权利。 北京市竞天公诚律师事务所受深圳市宏语商务咨询有限公司等六名股东委托，就提请召集召开山东新潮 能源股份有限公司2025年第三次临时股东大会事项出具法律意见书。提请召集人作为合计持有公司10% 以上股份的股东，于2025年6月18日向公司董事会提交《董事会提请函》，要求审议关于董事会、监事 会提 ...

Group 1 - The core achievement of the company is winning the "Quality Education Innovation Technology - Rising Star Award" at the "2025 Hong Kong Sustainable Development Innovation Technology Awards" for its "Integrated Digital Education Solutions" [1][3] - The award highlights the company's excellence in the education technology sector and its recognition by the industry [1][5] - The company's innovative case has been included in the "2025 Hong Kong Sustainable Development Innovation Technology Solutions Compilation," promoting its digital education practices globally [1][3] Group 2 - The "2025 Hong Kong Sustainable Development Innovation Technology Awards" aims to recognize organizations and talents integrating innovative technology with sustainable development principles across various sectors [3] - The awards attracted over 90 organizations submitting nearly 200 innovative technology projects, with 12 outstanding projects selected across nine fields, including quality education [3] - The company stood out for its technological innovation and contributions to sustainable development in the digital education field [3] Group 3 - The company focuses on empowering education through technology, integrating cutting-edge technologies like AI, VR, AR, and the metaverse to create a global digital education ecosystem [4] - The company collaborates with UNESCO IITE to provide high-quality teaching resources and AI support for teachers worldwide, enhancing accessibility and equity in education [4] - The company's digital products are utilized in over 200,000 classrooms across 192 countries, demonstrating its global reach and impact [4] Group 4 - Winning the award confirms the company's innovative capabilities in education technology and its commitment to sustainable development [5] - The company plans to continue expanding its education technology solutions while integrating ESG principles into its products and operations [5] - The company aims to contribute to the United Nations' "2030 Sustainable Development Goals" and create long-term value for the future [5]

Group 1 - Key Point 1: 基石药业-B (02616) rose over 5% after its drug for lung cancer,舒格利单抗, received long-term survival data recognition in The Lancet Oncology, reinforcing its position as a first-line treatment in Europe [2] - Key Point 2: 海昌海洋公园 (02255) increased by over 4% as a major shareholder, 祥源控股, is set to acquire a 38.6% stake for HKD 22.95 billion, potentially alleviating liquidity pressures [2] - Key Point 3: 冠忠巴士 (00306) surged 27% with a projected 143% increase in annual pre-tax profit to HKD 165 million, driven by revenue growth, reduced fuel costs, and autonomous driving licenses [2] Group 2 - Key Point 1: 东方表行 (00398) fell over 5% due to a 5.2% decline in revenue and a 20% drop in net profit, attributed to weak luxury goods demand amid geopolitical conflicts and interest rate fluctuations [2] - Key Point 2: 北森控股 (09669) plummeted over 17% as its adjusted annual EBITDA was only HKD 28.9 million, with Everbright Securities lowering revenue forecasts by 10%-15% due to growth challenges [3] - Key Point 3: 顺丰控股 (06936) rose over 6% to a new high, with May express delivery revenue increasing by 13.4%, and the scaling of unmanned delivery vehicles potentially opening up future profit opportunities [3] Group 3 - Key Point 1: 中国中免 (01880) increased by over 5% as it accelerates the expansion of its duty-free stores, with 4 already opened and 9 more in preparation, benefiting from favorable policies [3] - Key Point 2: 华虹半导体 (01347) rose over 7% with a capacity utilization rate of 102.7%, and Tianfeng Securities optimistic about future contributions of USD 1.28 billion from its 9th factory [3] - Key Point 3: 网龙 (00777) increased over 3% after showcasing AI digital human presentation technology at a UN conference, launching the "EDA Education Metaverse" strategy, which catalyzed a revaluation of AI [4]

Core Viewpoint - The Ministry of Industry and Information Technology of China has recognized NetDragon (00777) as a leading enterprise in the "Future Information" sector for 2024, marking it as the only selected enterprise from Fujian province in this category [1][4]. Group 1: Recognition and Achievements - NetDragon has been included in the "2024 Future Industry Innovation Development Excellent Typical Cases" list, highlighting its role as a leader in the future information sector [1][4]. - The company's "Metaverse Intelligent Education Platform" and "Exhibition Metaverse Platform" have also been recognized as typical application scenarios in Fujian province [1][5]. Group 2: Technological Integration and Impact - NetDragon leverages cutting-edge technologies such as VR/AR, AI, and big data to create a robust business ecosystem that includes content resources, tool solutions, and platform channels [4]. - The "Metaverse Intelligent Education Platform" integrates various components to provide immersive and personalized learning experiences, with VR resources developed for all standard experiments in subjects like physics, biology, and chemistry [7]. - The "Exhibition Metaverse Platform" utilizes advanced technologies to enable virtual interactions across different spaces, enhancing applications in meetings, exhibitions, and social interactions [8]. Group 3: Strategic Vision and Global Reach - The company aims to build a global lifelong learning ecosystem through its educational metaverse, positioning "AI + Education" as a core strategic focus [10]. - NetDragon has gained international recognition for its contributions to global education equity and quality improvement, particularly through its innovative "on-demand learning" concept presented at a high-level meeting at the United Nations [10].

Core Insights - The United Nations held a high-level expert group meeting in New York to establish an online university for Least Developed Countries (LDCs), where Dr. Liu Dejian, founder and chairman of NetDragon, presented the "AI + Education" model to promote global educational equity and quality [1] - NetDragon signed a strategic cooperation agreement with UNESCO-ICHEI to collaborate on smart classrooms, AI courseware, and micro-credential development, aiming to support the digital transformation of higher education in developing countries [1] Group 1: AI + Education Strategy - NetDragon plans to provide high-quality teaching content and immersive self-exploration learning environments through its AI production center, targeting millions of active users globally [2] - The company's AI + strategy aligns with two major trends: the evolution of the gaming industry towards digital twin infrastructure and the transformation of educational technology into a cognitive revolution [2] - The AI production center has already integrated neural network algorithms into game NPC behavior and educational content generation, enhancing efficiency by 30-60% in game production processes [3] Group 2: EDA Education Metaverse - The EDA education metaverse platform will serve as the main hub for delivering immersive educational experiences across various subjects and learning stages [3] - The platform will utilize blockchain technology to create a decentralized learning community, where participants' contributions are recorded and converted into verifiable digital rights [3] - A dual incentive system combining digital assets and achievement badges will encourage continuous engagement and growth among global education participants [3] Group 3: Broader AI + Education Initiatives - NetDragon's subsidiary Mynd.ai, which owns the Promethean brand, is positioned to become a key platform for AI + education content and software [4] - The company's investment in AR firm Rokid, which recently launched AI glasses, introduces a new paradigm of "metaverse + vocational training" [4] - Institutional investors are reassessing NetDragon's valuation based on its AI capabilities, with a current dynamic P/E ratio approximately 40% lower than the median of the Hong Kong tech sector, alongside a consistent 18-year dividend payout history [4]

Core Viewpoint - The company, NetDragon, is actively engaging in environmental and social governance (ESG) initiatives through its flagship game "Magic Domain," launching the "Asian Elephant Rescue Action" in collaboration with the Xishuangbanna Tropical Rainforest Conservation Foundation to support wildlife conservation and habitat restoration [1][2][5] Group 1: ESG Initiatives - NetDragon is investing in rainforest restoration and elephant monitoring, including measures like food source restoration and drone surveillance to enhance the stability of elephant habitats [1] - The company has committed to high standards of corporate governance and sustainable development, having released its sustainable development vision and ESG commitments in 2022 [1][3] - The "Asian Elephant" companion feature in the game allows players to engage in educational and charitable activities, merging gaming with public welfare and enhancing environmental awareness among younger generations [2][3] Group 2: Cultural and Ecological Integration - NetDragon has expanded its "Game + Public Welfare" strategy, previously launching initiatives like the "Tiger Roar in the Forest" for South China tiger conservation and the "Guarding the Great Wall" for cultural heritage restoration [3] - The company integrates digital technology with cultural heritage, allowing players to experience traditional arts and crafts through gaming, thus promoting cultural transmission and ecological protection [3][4] - The company is also focusing on international cultural exchange by incorporating Eastern aesthetics into its games and facilitating real-life cultural experiences for overseas players [4] Group 3: Market Expansion and Policy Support - The company is positioned to benefit from supportive policies aimed at promoting the overseas expansion of the gaming industry, with various government initiatives encouraging the development of international gaming markets [4][5] - NetDragon aims to leverage its "Game + Culture" model to enhance its international presence and capitalize on market opportunities, particularly in the Asia-Pacific region and beyond [4][5] - The ongoing "Asian Elephant Rescue Action" reflects the company's commitment to corporate social responsibility and its strategy to connect social value with gaming [5]

Group 1 - Hong Kong mobile game stocks experienced a significant afternoon rally, with Bilibili (09626.HK) rising over 10% [1] - NetDragon (00777.HK) saw an increase of more than 4% [1] - Both Xindong Company (02400.HK) and NetEase (09999.HK) each rose by over 2.5% [1]

Core Viewpoint - The Hong Kong internet ETF (513770) has become a market leader, reflecting strong performance in the AI sector and significant inflows of capital, indicating positive market sentiment towards technology stocks [1][3][8]. Group 1: Market Performance - The Hong Kong internet ETF (513770) saw an increase of 2.49%, with a peak rise of over 3% during trading [1][2]. - The cumulative increase of the index tracked by the ETF is 26.11%, outperforming the Hang Seng Index during the same period [3][4]. - Recent data shows net inflows of 57.02 million and 155 million in the last 5 and 10 days respectively, highlighting optimistic expectations for future market performance [4][6]. Group 2: Fund Growth - The fund size of the Hong Kong internet ETF (513770) has surpassed 5 billion, marking a historical high, with a growth of over 60% this year [6]. - The ETF has demonstrated strong liquidity, with an average daily trading volume of 639 million since the beginning of the year [9]. Group 3: Investment Outlook - Analysts suggest that the ongoing U.S.-China trade negotiations have boosted risk appetite for Hong Kong stocks, with ample liquidity supporting continued capital inflows [7]. - The technology sector, particularly AI and hard technology, is recommended for investment due to its potential for growth and the scarcity of quality assets in the Hong Kong market [8].

Core Viewpoint - NetDragon (00777) is accelerating its global expansion in the "AI + Education" sector, aiming to reshape global education models and establish itself as an industry leader [1] Group 1: Company Leadership and Recognition - Dr. Liu Dejian, founder and chairman of NetDragon, was invited as the sole corporate representative to the "United Nations Online University" meeting, reflecting the company's strong leadership position in the international education market [1] - The invitation also signifies international recognition of Dr. Liu's strategic vision and NetDragon's robust R&D capabilities [1] Group 2: AI + Education Strategy - NetDragon's EDA strategy aims to create a borderless educational community, promoting a more equitable and high-quality education system globally, focusing on three main aspects: AI production center, 3E high-quality educational content, and EDA education metaverse platform [6] - The company has already implemented the "AI + Education" model in global educational scenarios, with a recent collaboration with Thailand's Ministry of Higher Education to launch the AI education platform MHESI Skill [6][12] Group 3: Market Potential and Growth - The AI + Education market is expected to exceed 300 billion yuan, driven by the rapid adoption of educational information technology and online education, particularly accelerated by the COVID-19 pandemic [8] - AI's integration into education enhances various processes, including lesson preparation, teaching, assessment, and management, benefiting both teachers and students [8] Group 4: Policy Support and Industry Dynamics - Recent policies from the Ministry of Education and other departments promote the digitalization of education and encourage AI's application across all educational sectors, further stimulating market growth [9] - NetDragon is positioned as a leader in the AI education sector, with a comprehensive product lineup and a strong global competitive advantage [11][14] Group 5: Future Outlook and Financial Implications - The company's strategic deployment of AI + Education is expected to lead to a significant revaluation of its business, with ongoing developments in both AI education and AI gaming sectors contributing to cash flow and core profits [7][14] - The anticipated explosion of AI applications in 2025 will further solidify NetDragon's competitive edge in the education market [13]