证券代码：002415 证券简称：海康威视 公告编号：2025-028 号 2025 年 7 月 10 日，公司与中国建设银行股份有限公司杭州滨江支行（以下 简称"建行滨江"）签订了《最高额保证合同》，约定公司为全资子公司杭州海康 威视科技有限公司在建行滨江办理额度不超过 55,000 万元人民币的授信业务提 供连带责任保证，保证期间为担保合同项下业务履行期限届满之日起三年。相关 合同所担保的业务范围、期限、费用等内容以相关法律文书或凭证为准。 2025 年 7 月 11 日，公司与中国工商银行股份有限公司重庆高科技支行（以 下简称"工行重庆"）签订了《最高额保证合同》，约定公司为全资子公司重庆海 康威视系统技术有限公司在工行重庆办理额度不超过 2,000 万元人民币的授信业 务提供连带责任保证，保证期间为担保合同项下业务履行期限届满之日起三年。 相关合同所担保的业务范围、期限、费用等内容以相关法律文书或凭证为准。 上述担保在公司股东大会审议通过的担保额度范围内。 杭州海康威视数字技术股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性 ...

Core Viewpoint - The performance of the AI industry index and related ETFs shows mixed results, with notable fluctuations in individual stocks and overall market activity [1][3][4]. Group 1: AI Industry Index Performance - As of July 10, 2025, the CSI Artificial Intelligence Industry Index (931071) decreased by 0.26% [1]. - Among the constituent stocks, Lexin Technology (688018) led with a rise of 5.77%, while companies like Cambricon (688256) and Zhongke Xingtu (688568) experienced declines [1][6]. - The top ten weighted stocks in the index account for 52.07% of the total index weight, with notable companies including Zhongke Shuguang (603019) and Keda Xunfei (002230) [4][6]. Group 2: AI ETF Performance - The AI ETF (515980) had a recent price of 1.03 yuan, with a trading volume of 1.10 billion yuan and a turnover rate of 3.27% [1][3]. - Over the past year, the AI ETF's net value increased by 35.14%, with the highest monthly return reaching 30.38% since its inception [3]. - The ETF's management fee is 0.50%, and the tracking error over the past month is 0.012% [3]. Group 3: Market Activity and Trends - As of July 9, 2025, the net buying amount of leveraged funds in the AI ETF was 2.18 million yuan, with a total financing balance of 116 million yuan [3]. - Nvidia's stock reached a record high of $164.42, with a market capitalization exceeding $4 trillion, marking it as the first company to achieve this milestone [6].

Core Viewpoint - The article discusses the recent actions taken by the Canadian government against Hikvision, citing "national security" concerns, and highlights the company's legal response to these actions [1][2]. Group 1 - The Canadian government has closed Hikvision's operations in Canada and prohibited government departments from purchasing or using its products, citing national security [1][2]. - Hikvision has filed a lawsuit in the Canadian federal court to challenge the closure and has requested a temporary injunction to suspend the enforcement of the shutdown order [1]. - The company asserts that it has complied with all applicable laws and regulations since entering the Canadian market and maintains that its products do not pose a threat to national security in Canada or any other country [1]. Group 2 - The Chinese Ministry of Commerce has expressed strong dissatisfaction and opposition to Canada's actions, criticizing the lack of transparency in the national security review process and the impact on bilateral economic cooperation [2]. - The Chinese government encourages enterprises to conduct international business based on market principles while adhering to local laws and regulations [2].

Group 1 - The core index of the A-share market, the China Securities Industrial 4.0 Index, closed down by 0.49% at 3904.5 points with a trading volume of 43.951 billion yuan [1] - Over the past month, the China Securities Industrial 4.0 Index has increased by 3.35%, by 12.78% over the last three months, and by 4.33% year-to-date [1] - The index reflects the overall performance of companies related to Industrial 4.0, including control hardware, control software, and terminal hardware providers [1] Group 2 - The top ten weighted stocks in the China Securities Industrial 4.0 Index include Industrial Fulian (6.27%), Zhongke Shuguang (5.42%), and Lixun Precision (5.38%) [1] - The market capitalization distribution shows that 56.43% of the index is from the Shenzhen Stock Exchange, 43.35% from the Shanghai Stock Exchange, and 0.22% from the Beijing Stock Exchange [1] - The index sample is adjusted quarterly, with adjustments occurring in the second Friday of March, June, September, and December [2] Group 3 - The industry composition of the index sample indicates that information technology accounts for 60.75%, industrial sector for 33.51%, and communication services for 5.74% [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits will be handled according to the calculation and maintenance guidelines [2]

Group 1 - Bubble Mart has registered the "LAFUFU" trademark to combat piracy, indicating a strong brand protection awareness [1][2] - Bentley has reported that some institutions or individuals are impersonating "Bentley Headquarters" to issue low-price sales schemes, disrupting market order and harming the brand's reputation [3] - ByteDance has denied rumors regarding the sale of TikTok's U.S. operations to a consortium led by Oracle, reaffirming that the information is false [4][5] Group 2 - CoreWeave has agreed to acquire Core Scientific in a stock transaction valued at nearly $9 billion, aiming to enhance its data center infrastructure [5] - BYD's "Shenzhen" ship has completed its first transoceanic voyage, returning from Brazil with over 7,000 electric vehicles and preparing for another journey to Europe [6][7] - Musk criticized OpenAI's CEO Sam Altman for allegedly betraying the company's original mission, highlighting concerns over AI safety and transparency [8][9] Group 3 - Hikvision's Canadian subsidiary has sought judicial review of the Canadian government's decision to halt its operations, claiming compliance with local laws [10] - Wuliangye's chairman has visited Siemens' headquarters to explore long-term cooperation in digital planning, electrification, automation, and low-carbon solutions [11] - A survey revealed that only one-fifth of employees in Germany have received training in using artificial intelligence, raising concerns about compliance with EU regulations [12] Group 4 - ROMOSS has announced a halt in production, potentially incurring losses of up to 200 million yuan per month due to a significant recall of defective power banks [13][14] - Siemens has completed the acquisition of ebm-papst's industrial drive technology business, which will be marketed under the name "Mechatronic Systems" [15] - MicroStrategy reported an unrealized gain of approximately $14.05 billion on its Bitcoin holdings, with a total holding of 597,325 Bitcoins valued at $64.36 billion [16]

Group 1 - The core viewpoint of the news highlights the performance and growth of the digital economy sector in China, particularly through the rise of the China Securities Digital Economy Theme Index and its associated ETF [1][2] - As of July 8, 2025, the China Securities Digital Economy Theme Index (931582) increased by 0.83%, with notable gains from constituent stocks such as Langchao Information (000977) up 3.76% and Lanke Technology (688008) up 3.11% [1] - The digital economy ETF (560800) saw a price increase of 0.53%, with a trading volume of 373.61 million yuan and a turnover rate of 0.5% [1] Group 2 - The digital economy ETF has experienced significant growth, with a scale increase of 31.27 million yuan over the past three months, ranking it in the top half among comparable funds [1][2] - The ETF's share count rose by 8 million shares in the past week, also placing it in the top half of comparable funds [1][2] - The Global Digital Economy Conference held in Beijing from July 2 to 5, 2025, focused on building globally friendly digital cities, showcasing the importance of digital economy initiatives [1] Group 3 - The top ten weighted stocks in the China Securities Digital Economy Theme Index as of June 30, 2025, include Dongfang Wealth (300059) and SMIC (688981), collectively accounting for 51.3% of the index [2] - The index is designed to reflect the overall performance of listed companies involved in digital economy infrastructure and high levels of digitalization [2]

Core Viewpoint - Hikvision has filed a lawsuit against the Canadian government to challenge the order to cease operations, seeking judicial review and a temporary injunction to continue its business in Canada [1][3]. Group 1 - The Canadian government ordered Hikvision to stop operations on June 27, and the company responded by filing a lawsuit on July 7 [1]. - Hikvision aims to protect its legal rights and seeks fair treatment through legal channels [1][3]. - The company has resumed normal operations in Canada while awaiting the court's decision on the temporary injunction [1][3]. Group 2 - Hikvision emphasizes its commitment to business ethics and compliance with local laws in all countries where it operates [3]. - The company calls for the Canadian judicial system to uphold fairness and provide a non-discriminatory business environment for all investors in Canada [3].

【导读】海康威视加拿大公司恢复运营，已向加拿大联邦法院提起诉讼 中国基金报记者 邱德坤 7 月 8 日上午，海康威视首席合规官黄方红在微信朋友圈发文称，针对加拿大政府 6 月 27 日要求海康威视加拿大公司停止运营的命令，公司 7 月 7 日（加拿大东部时间）正式向加拿 大联邦法院提起诉讼，要求启动司法审查程序。 " 我们希望通过法律途径，捍卫海康威视的合法权益，争取公平公正的对待。 " 黄方红表 示，海康威视已向加拿大联邦法院申请临时禁令，要求暂缓执行关停命令。 黄方红透露，目前，海康威视加拿大公司已恢复正常运营。 来源：海康威视首席合规官黄方红微信朋友圈 声明显示，在与加拿大总检察长达成协议后，海康威视加拿大公司已恢复正常运营，直至法 院对其提出的暂缓执行申请作出裁决。 6 月 27 日，加拿大高级官员在社交媒体称，加拿大政府在进行国家安全审查后，认为海康威 视在加拿大继续运营将损害加拿大的国家安全，已命令其停止在加拿大运营并关闭在加拿大 的业务，并且加拿大政府禁止政府部门购买或使用海康威视的产品。 6 月 30 日，中国商务部新闻发言人就加拿大政府关闭海康威视在加拿大业务事项答记者问时 表示，加方以 " ...

Core Viewpoint - Hikvision has filed for judicial review against the Canadian government's decision to halt its operations in Canada, claiming the move is based on a misinterpretation of national security laws and lacks evidence [1][2]. Group 1: Company Response - Hikvision strongly opposes the Canadian government's decision to shut down its Canadian operations within 120 days, citing unfounded national security concerns [2]. - The company emphasizes its commitment to business ethics and compliance with local laws, asserting that it has operated legally and transparently in Canada [2]. - Hikvision calls for the Canadian government to respect the rule of law and create a fair environment for global businesses, rather than acting on assumptions and biases [2]. Group 2: Diplomatic Reactions - The Chinese Embassy in Canada has expressed strong dissatisfaction with the Canadian government's actions, urging Canada to stop politicizing economic issues and to provide a non-discriminatory environment for Chinese enterprises [3]. - The Embassy emphasizes the need for Canada to cease its unreasonable suppression of Chinese companies and to promote healthy and stable economic cooperation between China and Canada [3].

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The computer industry experienced a slight decline of 0.05% [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.926 billion yuan, with 8 sectors seeing net inflows [1] - The computer industry had the largest net inflow of capital at 2.811 billion yuan, despite its decline [1] - The banking sector also saw a net inflow of 758 million yuan while increasing by 1.84% [1] Computer Industry Performance - Within the computer industry, there are 335 stocks, with 94 stocks rising and 231 stocks falling [2] - The top three stocks with the highest net inflow were Dazhihui, Changliang Technology, and Xinyada, with net inflows of 479 million yuan, 425 million yuan, and 353 million yuan respectively [2] - The stocks with the largest net outflows included Xuanji Information, Inspur Information, and Hikvision, with net outflows of 203 million yuan, 163 million yuan, and 105 million yuan respectively [2][3] Capital Inflow and Outflow Rankings - The top stocks in terms of capital inflow included: - Dazhihui: +6.83%, 13.07% turnover, 479.43 million yuan inflow - Changliang Technology: +13.31%, 31.83% turnover, 425.40 million yuan inflow - Xinyada: +10.03%, 24.29% turnover, 352.72 million yuan inflow [2] - The top stocks in terms of capital outflow included: - Xuanji Information: -6.12%, 18.77% turnover, -202.71 million yuan outflow - Inspur Information: -1.24%, 2.10% turnover, -163.17 million yuan outflow - Hikvision: -0.36%, 0.33% turnover, -105.02 million yuan outflow [3]