入围企业全年投入研发费用总额达630.82亿元，户均研发费用6.31亿元。入围企业的研发人员总数 达9.05万人，户均研发人员905人。研发人员总数占员工总数的11.54%，人均研发经费8.04万元，研发 人员占比超过30%的企业有14家。 "2025苏州民营企业研发投入100家"分布在制造业的企业数达92家，其中，计算机、通信和其他电 子设备制造业31家，电气机械和器材制造业10家，通用设备制造业8家，化学原料和化学制品制造业、 黑色金属冶炼和压延加工业、专用设备制造业、汽车制造业各5家。苏州民企从"制造"向"智造"大幅迈 进。 入围企业中，吴江区、苏州工业园区各17家，昆山市、苏州高新区（虎丘区）各15家，相城区11 家，张家港市9家，太仓市6家，常熟市、吴中区各5家。 为充分发挥标杆企业示范引领作用，推动全市民营企业加大研发投入、增强核心竞争力，昨天（7 月21日），以企业2024年度研发费用为依据，苏州市工商联发布"2025苏州民营企业研发投入100家"榜 单。2024年度，沙钢集团以研发费用77.58亿元位居榜首；盛虹控股集团全年投入研发费用67.72亿元， 位列第二；亨通集团全年投入研发费用59. ...

昨天（7月21日），市工商联通报了"2025苏州民营企业100强榜单"。2024年度恒力集团以实现营业 收入8715.21亿元位居榜首，盛虹控股集团实现营业收入5656.23亿元，位列第二；沙钢集团实现营业收 入2706.49亿元，排名第三；亨通集团、永卓控股、协鑫集团、同程旅行集团全年实现营业收入超过 1000亿元，分列第四、第五、第六和第七位。 近年来，我市持续擦亮"苏州最舒心"营商服务品牌，深化促进新时代"两个健康"。2024年，全市民 营企业抢抓发展机遇，加快建立现代企业制度、培育发展新质生产力，核心竞争力显著增强，为全市经 济高质量发展作出重要贡献。为充分发挥标杆企业示范引领作用，激励广大民营企业坚定信心、创新发 展，在全市各级工商联组织广泛发动、民营企业自愿参与调研的基础上，苏州市工商联以企业2024年度 营业收入为依据，排定"2025苏州民营企业100强"榜单。 入围企业全年实现营业收入总额达37457.36亿元，户均实现营业收入374.57亿元，同比增长 6.82%；拥有资产总额25880.71亿元，户均资产规模258.81亿元，同比增长4.04%；全年共缴纳税收 907.14亿元，户均缴税9 ...

每经记者｜刘艳美 每经编辑｜杨欢 不过众所周知，苏州并不是一座创新资源富集的城市，创新资源相对欠缺、研发力量较为薄弱，都是摆在眼前的现实。 苏州此前还提及，对标先进城市和地区，苏州科技创新工作还存在不小的差距，产业创新转型速度还不快、缺乏产业地标，创新主体发挥作用还不足、缺乏 标杆企业，创新载体支撑力度还不强、缺乏高端平台。 为大力补短板，近年来，苏州一方面加速布局苏州实验室、全国重点实验室和"一区两中心"等重大平台，C9高校悉数落户；另一方面着力强化企业创新主 体地位，推动科技创新与产业创新深度融合。今年苏州市政府工作报告亦明确提出，要把"提质增效、创新转型"作为推动高质量发展的核心工作。 研发投入是衡量企业创新能力的关键指标，是培育新质生产力的基础支撑。7月21日，"2025苏州民营企业研发投入100家"名单正式发布，这是苏州首次以企 业年度研发费用为核心指标发布的榜单。 | 序号 | 企业名称 | 属地 | 所属行业名 | | --- | --- | --- | --- | | 1 | 江苏沙钢集团有限公司 | 张家港市 | 黑色金属冶炼和玉延加 | | 2 | 盛虹控股集团有限公司 | 吴江区 | 化 ...

优必选 Walker S2 实现全天候作业 随着国内外企业布局加速&AI 技术突破，人形机器有望迎来量产 落地时点。在降本需求的驱动下，人形机器人核心零部件的国 产替代需求强烈，市场空间广阔，率先取得突破的国内企业有 望深度受益。 2.新能源汽车 证券研究报告|行业研究周报 [Table_Date] 2025 年 7 月 20 日 [Table_Title] 英国放宽 AR7 海上风电准入门槛，关注光储边际变 化 [Table_Title2] 电力设备与新能源行业周观察 [Table_Summary] 报告摘要 1.人形机器人 多款新车即将上市 我们认为，新能源汽车进入深度渗透的阶段，高性价比车型为 销售者带来更好的体验感，是扩大销售规模的核心推动力。新 车型的发布，短期有望推动关键环节排产上升以及国内销量增 长，中长期有助于新能源汽车行业稳健发展，看好核心供应商 相应机遇。 3.新能源 上游原材料价格上涨，价格有望向下传导 反内卷背景下硅料价格大幅上涨，本周硅片、电池片价格均有 所上调，我们认为，应当重视光伏产业链后续顺价逻辑：①上 游原材料价格上调，后续组件价格有望向上，按合理利润测 算，短期具备反弹空间 ...

行业报告 | 行业研究周报 通信 证券研究报告 OpenAI 发布 ChatGPT 智能体，商务部部长会见英伟达 CEO 据商务部网站消息，7 月 17 日商务部部长王文涛会见美国英伟达公司总裁兼首席 执行官黄仁勋。王文涛表示，中国吸引外资政策不会变，开放的大门只会越开越 大。中国市场规模巨大，应用场景丰富，创新创造充满活力，希望包括英伟达在内 的跨国公司为中国客户提供优质可靠的产品和服务。黄仁勋表示，中国市场非常有 吸引力，英伟达愿同中国合作伙伴在人工智能领域深化合作。 本周投资观点： 本周行业动态： OpenAI 发布 ChatGPT 智能体 近日 OpenAI 宣布将在 ChatGPT 中推出一款通用型 AI 智能体，该公司表示该智能 体可以帮助用户完成各种基于计算机的任务。该工具名为 ChatGPT agent，结合了 OpenAI 之前多种智能体工具的功能，包括 Operator 点击网站的能力，以及 Deep Research 从数十个网站中综合信息生成简洁研究报告的能力。OpenAI 表示用户只 需通过自然语言提示 ChatGPT 即可与该智能体进行交互。 商务部部长王文涛会见英伟达 CEO 黄 ...

Group 1 - Suzhou Innovation Investment Group reported significant progress in the first half of the year, with 74 new direct investment projects and an investment amount of 1.56 billion yuan [1] - The group has also established 262 new cooperative fund investment projects, with a total cooperative fund scale of 29.56 billion yuan, exceeding 70% completion for key targets [1] - The majority of new direct investment projects (82.4%) are focused on Suzhou, particularly in the fields of new generation information technology, high-end equipment, and biomedicine [1][2] Group 2 - The investment projects in Suzhou Industrial Park are the most numerous, totaling 25, and are concentrated in advantageous industry clusters such as biomedicine and new materials [2] - Suzhou High-tech Zone has secured 13 major projects, including the representative company Star Key Photonics, showcasing strong collaboration between industry leaders and capital support [2] - The direct investment projects are crucial for building a comprehensive innovation capital network in Suzhou, with full investment coverage across 10 industrial innovation clusters and over 60% coverage of 30 industrial chains [2] Group 3 - Suzhou Innovation Investment Group has organized nearly 50 investment and financing events in the first half of the year, extending outreach to major cities like Shanghai and Beijing to innovate investment models [3] - The second batch of Suzhou strategic new funds has been established, focusing on key sectors such as high-end equipment, biomedicine, and artificial intelligence, with investment progress leading in the province [3] - The group is currently advancing 152 direct investment and sub-fund projects, aiming to continuously inject new vitality into Suzhou's economy [3]

Core Viewpoint - The China Securities Index for Communication Equipment has shown significant growth, with a 18.77% increase over the past month and a 38.19% increase over the past three months, indicating a strong performance in the communication equipment sector [1][2]. Group 1: Index Performance - The China Securities Index for Communication Equipment opened at 7873.26 points with a trading volume of 73.569 billion yuan [1]. - Year-to-date, the index has risen by 14.73% [1]. - The index is based on companies involved in the communication equipment sector, reflecting the overall performance of these listed companies [1]. Group 2: Index Composition - The top ten weighted companies in the index include: - Xinyi Technology (15.08%) - Zhongji Xuchuang (13.59%) - ZTE Corporation (9.59%) - Industrial Fulian (9.5%) - Tianfu Communication (3.77%) - Zhongtian Technology (3.42%) - Chuan Yin Holdings (3.02%) - Hengtong Optic-Electric (2.71%) - Wentai Technology (2.69%) - Haige Communication (2.22%) [1]. - The index is primarily composed of companies listed on the Shenzhen Stock Exchange (66.81%) and the Shanghai Stock Exchange (33.19%) [1]. Group 3: Industry Breakdown - The index sample shows that communication services account for 82.08% and information technology accounts for 17.92% [2]. - The index samples are adjusted biannually, with adjustments occurring on the second Friday of June and December [2]. - Public funds tracking the communication equipment index include various ETFs and index funds from Guotai, Bosera, and Tianhong [2].

江苏亨通光电股份有限公司 关于控股股东部分股权解除质押及质押公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 江苏亨通光电股份有限公司（以下简称"公司"）控股股东亨通集团有限公司（以下 简称"亨通集团"）持有公司股份 586,229,925 股，占公司总股本的比例 23.77%；截至本公 告披露日，亨通集团持有公司股份累计质押数量（含本次）335,050,000 股，占其持股数量的 比例为 57.15%，占公司总股本的比例为 13.58%。 一、 公司股份解质情况 公司于 2025 年 7 月 8 日收到亨通集团关于部分股份解除质押的通知，具体情况如下： （一）本次股份解质基本情况 2025 年 7 月 7 日，亨通集团将其质押给中国农业银行股份有限公司苏州长三角一体化示 范区分行的 2,800 万股无限售流通股办理了质押解除手续，该股份质押解除手续已于 2025 年 7 月 8 日办理完毕。本次股份解除质押情况具体如下： 证券代码：600487 证券简称：亨通光电 公告编号：2025-030 号 | ...

Investment Rating - Industry rating: Recommended [6] Core Insights - The GB300 is expected to start volume production in the second half of the year, with significant advancements in AI performance and capabilities [1][8] - The central government emphasizes high-quality development of the marine economy, with wind power generation rapidly increasing, accounting for over 12% of total power generation [2][10] - There is a strong growth in overseas AI demand, particularly from new enterprises, driving high capital expenditure in AI [3][14] Summary by Sections GB300 Launch - CoreWeave announced the first market delivery of the NVIDIA GB300 NVL72, featuring advanced AI performance with over exaflop capabilities and significant improvements in user response speed and throughput [1][8] Marine Economy Development - The central government is focusing on enhancing the marine economy through policy support and encouraging social capital participation, with wind power generation capacity rapidly increasing [2][10] Investment Recommendations - The report recommends focusing on the AI capital expenditure and related sectors, highlighting the growth potential in the optical module industry and PCB supply chain [3][14] - Specific beneficiary stocks include NewEase, Zhongji Xuchuang, and Tianfu Communication in the optical module sector, and China Telecom, China Mobile, and China Unicom in the telecommunications sector [3][16][17] - The marine economy sector is also highlighted, with companies like Zhongtian Technology and Hengtong Optic-Electric being potential beneficiaries [4][15]

Group 1: Industry Overview - The Chinese government is actively promoting the development of the marine economy, with "deep-sea technology" becoming a key focus area in national policies [2][3] - The marine economy is expected to grow significantly, with projections indicating that by 2025, the marine production value could exceed 13 trillion yuan, with deep-sea technology-related industries accounting for over 25% of this total [4] Group 2: Company Developments - Hengtong Optic-Electric plans to expand its marine communication industry chain, focusing on the development and industrialization of products related to offshore oil and gas, underwater special cables, and marine equipment [1][5] - Zhongke Haixun is leveraging its advantages in sonar equipment, promoting its HX-A200 core processing chip specifically designed for underwater acoustic equipment, with plans for mass orders by 2025 [1][6] - Qifan Cable has developed the capability to produce long-length submarine cables and has applied these products in offshore wind power projects, with ongoing investments in R&D to enhance competitiveness in high-performance cable manufacturing [1][6] - Chengyi Pharmaceutical is investing 670 million yuan in a marine biomedicine manufacturing project, focusing on the production of 1,000 tons of super fish oil EPA, aligning with national marine strategies [1][7]