Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]

Core Viewpoint - The artificial intelligence (AI) sector is showing strong performance, with the China Securities Artificial Intelligence Industry Index (931071) and related ETFs reflecting positive trends in the market [1][4]. Group 1: Market Performance - As of July 3, 2025, the China Securities Artificial Intelligence Industry Index (931071) increased by 0.70%, with notable gains from stocks such as Xinyisheng (300502) up 2.95% and Shitou Technology (688169) up 2.52% [1]. - The AI ETF (515980) also saw an increase of 0.59%, indicating a positive sentiment in the AI investment space [1]. Group 2: Liquidity and Scale - The AI ETF recorded a turnover of 1.24% during the trading session, with a transaction volume of 43.44 million yuan, and an average daily transaction volume of 172 million yuan over the past week [3]. - The latest scale of the AI ETF reached 3.491 billion yuan, with leveraged funds continuing to invest, as evidenced by a net financing purchase of 16.65 million yuan on the previous trading day [3]. Group 3: Index Composition and Weighting - The China Securities Artificial Intelligence Industry Index is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization, with the top ten weighted stocks accounting for 52.07% of the index [3]. - The top ten stocks in the index include companies like Zhongke Shuguang (603019) and Keda Xunfei (002230), with varying weightings that reflect their market significance [6]. Group 4: Investment Outlook - Fund manager Gao Zhe suggests that the current A-share market is in a volatile phase, but the AI sector remains a key area of growth, especially as the second quarter earnings reports approach [4]. - The AI industry is viewed as a high-certainty growth area, making it a focal point for investors seeking opportunities amidst market fluctuations [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000032 证券简称：深桑达A 公告编号：2025-035 深圳市桑达实业股份有限公司 关于独立董事离任的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、离任情况 深圳市桑达实业股份有限公司（以下简称"公司"）董事会于近日收到公司独立董事周浪波先生提交的书 面辞职报告。 周浪波先生因个人原因，提请辞去公司第九届董事会董事，董事会审计与风险管理委员会主任委员、信 息披露委员会委员职务。周浪波先生辞职后，不再担任公司及子公司任何职务。截至本公告出具日，周 浪波先生未持有公司股票。周浪波先生不存在应履行而未履行的承诺事项。 根据《公司法》《公司章程》相关规定，周浪波先生的辞职不会导致公司董事会人数低于法定最低人 数，不会对公司日常经营管理造成重大影响。周浪波先生的辞职将导致公司独立董事中缺少会计专业人 士，根据《上市公司独立董事管理办法》《深圳证券交易所上市公司自律监管指引第1号一一主板上市 公司规范运作》等法律法规的要求以及《公司章程》的规定，周浪波先生的辞职报告将在公司选举产生 新任独立董事 ...

Transaction Overview - Shenzhen Sanda Industrial Co., Ltd. has approved the sale of 80% equity in China Electric (Zibo) Energy Technology Development Co., Ltd. to focus on its core business and improve operational quality [1][2] - The transaction price is set at 130.1283 million RMB, with the buyer being Zibo Yuesheng Energy Co., Ltd. [1][4] Transaction Progress - The initial public offering did not attract any interested buyers, leading to a second round of bidding at no less than 90% of the assessed value [1][2] - The buyer's net assets are reported at 136.6903 million RMB, with no revenue or net profit [2] Key Terms of the Agreement - The seller, China Electronic System Technology Co., Ltd., has fully paid the capital contribution for the equity being transferred [3] - The agreement stipulates that the seller will ensure the normal operation of the target company until the equity transfer is completed [5] Financial Impact on the Company - The estimated disposal gain from this equity transaction is expected to be no more than 50 million RMB, positively impacting the company's net profit for the fiscal year 2025 [7]

Group 1 - The independent director Zhou Langbo has submitted his resignation from the company's board due to personal reasons [1] - Zhou Langbo's resignation will not affect the minimum number of board members required by law and will not significantly impact the company's daily operations [1] - The resignation will create a vacancy for an accounting professional among the independent directors, and the company will expedite the nomination and election of a new independent director [1] Group 2 - The company expresses gratitude for Zhou Langbo's contributions during his tenure [2]

证券代码：000032 证券简称：深桑达A 公告编号：2025-036 深圳市桑达实业股份有限公司 关于出售中电（淄博）能源科技发展有限公司 80%股权进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、交易概述 为进一步聚焦主责主业，提升经营质量，实现高质量发展目标，深圳市桑 达实业股份有限公司（以下简称"公司""上市公司"）第九届董事会第三十 四次会议审议通过了《关于拟出售中电（淄博）能源科技发展有限公司 80%股 权的议案》，同意下属中国电子系统技术有限公司（以下简称"中国系统"）公 开挂牌转让所持中电（淄博）能源科技发展有限公司（以下简称"中电淄博"） 80%股权，转让完成后，中电淄博将不再纳入公司合并报表范围。（详见公告： 2024-058） 二、交易进展 根据国有资产交易监督管理办法，因首次挂牌期间未产生意向受让方，中 国系统以不低于中电淄博股权评估值 90%的价格进行了二次挂牌，最终征得的 一个意向受让方淄博跃晟能源有限公司（以下简称"淄博跃晟"）为最终的受让 方，交易价格为 13,012.83 万元人民币。目前，中国系统已与淄博跃晟 ...

证券代码：000032 证券简称：深桑达 A 公告编号：2025-035 深圳市桑达实业股份有限公司 关于独立董事离任的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、离任情况 深圳市桑达实业股份有限公司（以下简称"公司"）董事会于近日收到公司独 立董事周浪波先生提交的书面辞职报告。 周浪波先生因个人原因，提请辞去公司第九届董事会董事，董事会审计与风险 管理委员会主任委员、信息披露委员会委员职务。周浪波先生辞职后，不再担任公 司及子公司任何职务。截至本公告出具日，周浪波先生未持有公司股票。周浪波先 生不存在应履行而未履行的承诺事项。 根据《公司法》《公司章程》相关规定，周浪波先生的辞职不会导致公司董事 会人数低于法定最低人数，不会对公司日常经营管理造成重大影响。周浪波先生的 辞职将导致公司独立董事中缺少会计专业人士，根据《上市公司独立董事管理办法》 《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等 法律法规的要求以及《公司章程》的规定，周浪波先生的辞职报告将在公司选举产 生新任独立董事后生效。在此期间，周浪波先生仍将按照有关 ...

Core Insights - The report emphasizes a focus on the technology sector for investment opportunities, particularly in growth stocks, as the market index has shown upward momentum [2][6]. - The report outlines a selection of ten key stocks, highlighting their respective industries, market capitalizations, earnings per share (EPS) forecasts, and price-to-earnings (PE) ratios for 2026 and 2027 [2][68]. Group 1: Key Stock Recommendations - **Neway Valve (603699.SH)**: A leading global industrial valve manufacturer, benefiting from a surge in LNG and marine engineering sectors, with expected overseas order growth of over 50% year-on-year in the first half of 2025 [11][12]. - **Yongxing Environmental (601033.SH)**: The sole operator of waste incineration in Guangzhou, with a projected capacity utilization rate of 79% and a commitment to high dividends, expecting a 174% increase in free cash flow in 2024 [17][18]. - **Aerospace Electronics (600879.SH)**: Focused on aerospace electronics and unmanned systems, with anticipated high growth driven by the commercial space industry and demand for satellite communication technologies [26][27]. - **Miaokelando (600882.SH)**: Positioned for long-term growth in the dairy sector, with a focus on product innovation and cost management, expecting significant revenue growth in the upcoming quarters [31][32]. - **Laopu Gold (6181.HK)**: A high-end gold jewelry brand with strong revenue growth, projected to achieve 8.51 billion yuan in revenue in 2024, benefiting from the expanding market for traditional gold products [36][38]. - **Jingzhida (688627.SH)**: Engaged in the semiconductor testing equipment sector, with significant market potential and expected strong performance due to key customer orders [42][43]. - **Shensanda A (000032.SZ)**: Positioned to benefit from the increasing demand for AI infrastructure and applications, with a strong foothold in public data services [47][48]. - **Sanqi Interactive (002555.SZ)**: Anticipating strong performance from new game releases, particularly the upcoming "Douluo Dalu: Hunting Soul World," with high player interest [53][56]. - **CATL (300750.SZ)**: Expected to maintain strong profit growth, with projected net profits of 66.1 billion yuan in 2025, driven by increasing demand for electric vehicle batteries [59][60]. - **Borui Pharmaceutical (688166.SH)**: Forecasted to achieve net profits of 2.6 billion yuan in 2025, with significant potential in the Amylin pipeline, which has attracted substantial investment interest [63][64]. Group 2: Financial Data Overview - The report provides detailed financial forecasts for the ten key stocks, including projected revenues and net profits for 2025 to 2027, highlighting the growth potential across various sectors [68]. - For instance, Neway Valve is expected to generate 74.53 billion yuan in revenue in 2025, with a net profit of 14.49 billion yuan, reflecting strong operational performance [68]. - CATL's projected revenue for 2025 is 472.43 billion yuan, with a net profit forecast of 66.13 billion yuan, indicating robust growth in the electric vehicle battery market [68].

Group 1 - The A-share market is experiencing an upward trend driven by the fintech sector, with the Shanghai Composite Index surpassing 3450 points [1] - The AI sector saw significant gains, with stocks in the AI ETF (515070) such as Lexin Technology and Shenzhen Sanda A rising over 5% [1] - A joint opinion from six departments emphasizes the need to strengthen the financial foundation of the macro economy, support employment and income growth, optimize insurance protection, and actively cultivate consumer demand [1] Group 2 - According to Shenwan Hongyuan Securities, the download volume of domestic open-source large models has increased by 300% year-on-year, with the developer community exceeding 2 million, significantly lowering the application threshold for small and medium-sized enterprises [1] - Cloud vendors are upgrading from Infrastructure as a Service (IaaS) to scenario-based services through Model as a Service (MaaS), with the growth rate of derivative markets such as fine-tuning toolchains and evaluation platforms reaching 60% [1] - The open-source ecosystem is shifting the industry from "model competition" to "service ecosystem competition," accelerating the commercialization process of long-tail scenarios [1] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for artificial intelligence [1] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Cambricon Technologies, Hikvision, and iFLYTEK [1]

证券代码：000032 证券简称：深桑达 A 公告编号：2025-034 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、离任情况 深圳市桑达实业股份有限公司（以下简称"公司"）董事会于近日收到公司董 事兼高级副总裁陈士刚先生提交的书面辞职报告。 陈士刚先生因工作变动原因，提请辞去公司第九届董事会董事，董事会战略委 员会委员、信息披露委员会委员，以及公司高级副总裁职务。陈士刚先生辞职后， 仍担任公司子公司中电云计算技术有限公司董事长兼总裁、中国电子系统技术有 限公司执行董事、深圳市桑达无线通讯技术有限公司董事长、中乾思创(北京)科技 有限公司董事长职务。截至本公告出具日，陈士刚先生直接持有公司股票 48,595,470 股，并通过横琴宏德嘉业投资中心（有限合伙）、横琴宏图嘉业投资 中心（有限合伙）间接持有公司股票，相关股份将继续按照《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》 等法律法规及规范性文件的有关规定进行管理。陈士刚先生不存在应履行而未履 行的承诺事项。 根据《公司法》《公司章程》相关规定，陈士 ...