Group 1: 6G Technology - Beijing has released its first special policy for the 6G industry, aiming to promote the development of 6G technology through supportive measures and collaboration between academia and industry [1] - The 6G industry is expected to enter a commercial phase after 2029, with significant transformations anticipated in sectors such as education, entertainment, and manufacturing [1] Group 2: Superconductors - The State-owned Assets Supervision and Administration Commission emphasizes the need to enhance the security of important metal mineral resources and accelerate the development of new production capabilities, particularly in superconducting materials [2] - The demand for superconducting materials in nuclear fusion devices is expected to increase, potentially driving down costs and expanding application areas [2] Group 3: AI in Healthcare - Beijing has launched an action plan to integrate AI with healthcare, aiming to establish itself as a leading innovation hub in this field by 2027 [3] - The AI healthcare sector is anticipated to accelerate, addressing limitations in human resources and enhancing precision and efficiency in medical services [3] Group 4: Brain-Computer Interface - Sichuan has introduced a plan to foster the development of brain science and brain-computer interface technologies, focusing on original technology breakthroughs and clinical applications [4] - This initiative is expected to invigorate the emerging industry landscape in Sichuan, creating new opportunities for future industrial development [4] Group 5: Cell Therapy - A team at Huazhong University of Science and Technology has successfully treated multiple myeloma using an in-body CAR-T therapy, which simplifies the process and reduces costs compared to traditional methods [5] - The global cell therapy market is projected to reach hundreds of billions of dollars as various cell treatment technologies gain traction [5] Group 6: Data Elements - The National Data Bureau has introduced measures to enhance the efficiency of data circulation and transactions, including a standardized contract template [6] - The data circulation market is expected to grow significantly, with projections of reaching 200 billion yuan by 2025 and 700 billion yuan by 2030 [6] Group 7: Cross-Border Payments - The People's Bank of China has released a draft for the rules governing the Cross-Border Interbank Payment System (CIPS), aiming to streamline operations and enhance efficiency [7] - CIPS is crucial for the internationalization of the renminbi, with significant growth in cross-border payment volumes anticipated [7] Group 8: Solid-State Batteries - Chery is accelerating its development of solid-state batteries, with plans to expand its research team and focus on various materials [8] - Solid-state batteries are expected to see widespread application by 2030, driven by their high energy density and safety advantages [8]

Core Viewpoint - The electronic ID concept sector has shown a positive performance with a 0.90% increase, ranking fifth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the electronic ID concept sector, 21 stocks experienced gains, with DeSheng Technology and Jingbei Fang hitting the daily limit up, while Zhengyuan Wisdom, Shangji Technology, and Nanwei Software also saw notable increases of 8.57%, 5.92%, and 5.91% respectively [1]. - The stocks with the largest declines included *ST Jinglun, Guoxin Technology, and Dongxin HePing, which fell by 3.92%, 2.26%, and 2.23% respectively [1]. Group 2: Capital Flow - The electronic ID concept sector attracted a net inflow of 784 million yuan from main funds, with 25 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Jingbei Fang led the net inflow with 247 million yuan, followed by DeSheng Technology, Nanwei Software, and XinGuoDu with net inflows of 221 million yuan, 172 million yuan, and 120 million yuan respectively [2]. Group 3: Capital Inflow Ratios - DeSheng Technology, Nanwei Software, and Zhongke Jiangnan had the highest net inflow ratios at 31.21%, 17.66%, and 9.07% respectively [3]. - The electronic ID concept capital inflow rankings showed that Jingbei Fang had a daily turnover rate of 15.16% and a price increase of 10.01%, while DeSheng Technology had a turnover rate of 20.73% and a price increase of 10.02% [3][4].

Core Viewpoint - The mobile payment sector has shown a positive trend with a 0.82% increase, ranking sixth among concept sectors, indicating a growing interest and investment in this area [1][2]. Group 1: Market Performance - As of July 4, the mobile payment concept saw 48 stocks rise, with notable performers including Jin Yi Culture, Xinya Da, and Desheng Technology reaching their daily limit up [1]. - The top gainers in the mobile payment sector included Changliang Technology, which increased by 13.31%, followed by Zhengyuan Wisdom at 8.57%, and Chuangshi Technology at 6.94% [1][2]. - Conversely, the sector also experienced declines, with Yunnei Power, Boshi Jie, and Guanghong Technology falling by 4.70%, 3.13%, and 2.79% respectively [1]. Group 2: Capital Flow - The mobile payment sector attracted a net inflow of 1.995 billion yuan, with 55 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2]. - Changliang Technology led the net inflow with 425 million yuan, followed by Xinya Da, Jingbeifang, and Desheng Technology with net inflows of 353 million yuan, 247 million yuan, and 221 million yuan respectively [2][3]. - In terms of net inflow ratio, Desheng Technology, Xinya Da, and Hemei Group had the highest ratios at 31.21%, 17.66%, and 15.52% respectively [3]. Group 3: Stock Performance Metrics - The top stocks in the mobile payment sector based on daily performance included Changliang Technology with a 13.31% increase and a turnover rate of 31.83%, and Xinya Da with a 10.03% increase and a turnover rate of 24.29% [3]. - Other notable stocks included Jingbeifang with a 10.01% increase and a turnover rate of 15.16%, and Desheng Technology with a 10.02% increase and a turnover rate of 20.73% [3].

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]

Group 1 - The core event is the successful hosting of a recruitment fair for the third-generation semiconductor industry park in Zhongguancun (Shunyi) as part of the 2025 recruitment initiative [1] - Desheng Technology (002908) utilized a dual-engine approach of "live streaming for recruitment + AI intelligent services" to enhance communication between companies and job seekers, achieving significant results [1][2] - The company has organized 14 live streaming recruitment events, attracting over 330,000 viewers and generating 67,000 video views, with a peak online attendance of 19,000 and 1,034 resumes collected [1] Group 2 - Desheng Technology has implemented an innovative recruitment model called "walking broadcast exploration," allowing online audiences to virtually tour recruitment fairs and understand job roles and company culture [2] - The company offers skill training and resume optimization through "micro-classes," enhancing job seekers' competitiveness and creating a "zero-distance employment service" model [2] - The "Shunyi Employment Assistant" provides one-on-one support, having served over 2,500 companies and 3,900 job seekers with more than 29,000 comprehensive services, leading to over 400 successful job placements [2] Group 3 - Desheng Technology's digital employment operation services have reached a scalable application stage in Shunyi District, indicating maturity in technology implementation and operational systems in Beijing's employment service sector [3] - The company plans to continue focusing on operations and AI empowerment to further optimize the entire service process, contributing to high-quality and full employment [3]

Group 1 - The company is deeply involved in the construction and operation of the Guangzhou Data Exchange (Tianhe) service area, providing operational support to create a data element aggregation hub for the government [1][4] - The Tianhe service area is set to officially open in July 2024, establishing a closed-loop system that integrates data services, product incubation, enterprise cultivation, and ecosystem development, contributing to the region's digital economy [1] - The company has received the ISO 55013 Data Asset Management System certification from SGS, enabling it to provide standardized data asset registration services, helping enterprises like Beijing Xincheng Thermal Power Co., Ltd. to realize data asset value and improve operational efficiency [1] Group 2 - The Guangzhou Tianhe Data Trading Platform, in which the company is actively involved, has achieved a cumulative transaction amount exceeding 1.3 billion (13亿), accounting for over 50% of the total in Guangzhou [2] - The company has nurtured 248 data element enterprises in Tianhe District and listed 452 trading items, creating a strong industrial driving effect [2] - The company is also focusing on digital RMB initiatives, collaborating with Postal Savings Bank of Beijing to complete the first card sample integrating digital RMB hardware wallet and signing a cooperation agreement to explore application scenarios for digital RMB [2]

Group 1 - The National Bureau of Statistics highlighted the integration of data elements into the capital market innovation system, signaling positive developments in data element institutional construction and market-oriented allocation mechanisms [1] - Desheng Technology (002908) is actively involved in the data element industry, particularly through its participation in the Guangzhou Data Exchange (Tianhe) service area, creating a comprehensive data ecosystem covering G-end, B-end, and C-end [1] - The Tianhe service area, led by Desheng Technology, is set to officially open in July 2024, establishing a closed-loop system that integrates data services, product incubation, enterprise cultivation, and ecosystem development [1] Group 2 - Desheng Technology has received the ISO55013 Data Asset Management System certification from SGS, providing standardized data asset registration services and helping companies like Beijing New Town Heating Co., Ltd. to realize data asset value [2] - The company has launched various data products for individuals, enhancing public service precision and safety in areas such as background checks, matchmaking, and domestic services [2] - The Guangzhou Tianhe Data Exchange platform, in which Desheng Technology plays a significant role, has achieved a transaction volume exceeding 1.3 billion yuan, accounting for over 50% of the city's total, thus becoming a key player in the market-oriented allocation of data elements [2] Group 3 - Desheng Technology has nurtured 248 data element enterprises in Tianhe District and listed 452 trading items, creating a strong industrial driving effect [3] - The company, as the secretary-general unit of the Tianhe District Data Element Industry Association, focuses on key aspects such as data rights confirmation, registration, circulation, and trading to enhance innovative applications in governance, industry, and public welfare [3] - Desheng Technology aims to continuously inject momentum into the digital economy of Guangzhou by building a high-level data element market system in the Greater Bay Area [3]

证券代码：002908 证券简称：德生科技 公告编号：2025-019 广东德生科技股份有限公司 2025年员工持股计划第一次持有人会议决议公告 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。 广东德生科技股份有限公司（以下简称"公司"）2025年员工持股计划（以 下简称"本员工持股计划"）第一次持有人会议于2025年6月18日以现场结合通 讯的方式在公司会议室召开。本次会议由董事会秘书陈曲女士召集并主持，出席 本次会议的持有人61人，代表本员工持股计划份额5,518,008份，占本员工持股 计划总份额（不含预留份额）的100%。会议的召集、召开符合相关法律、法规、 规范性文件和本员工持股计划的有关规定。本次会议审议并通过决议如下： 一、审议通过《关于设立2025年员工持股计划管理委员会的议案》 为保证公司本员工持股计划的顺利实施，保障持有人的合法权益，根据《2025 年员工持股计划管理办法》（以下简称"《管理办法》"）的有关规定，持有人 同意设立2025年员工持股计划管理委员会，作为本员工持股计划的日常管理与监 督机构。管理委员会对本员工持股计划负责，代表持 ...

证券代码：002908 证券简称：德生科技 公告编号：2025-020 广东德生科技股份有限公司 关于2025年员工持股计划非交易过户完成暨回购股份处理 完成的公告 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。 广东德生科技股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 第四届董事会第七次会议和第四届监事会第六次会议，于 2025 年 5 月 16 日召开 2024 年年度股东大会，审议通过了《关于公司<2025 年员工持股计划（草案）> 及其摘要的议案》《关于公司<2025 年员工持股计划管理办法>的议案》《关于 提请股东大会授权董事会办理 2025 年员工持股计划有关事项的议案》，具体内 容详见公司分别于 2025 年 4 月 26 日、2025 年 5 月 17 日在指定信息披露媒体及 巨潮资讯网（http://www.cninfo.com.cn）上披露的相关公告。 根据《关于上市公司实施员工持股计划试点的指导意见》《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》等相关规定，现将公 司 2025 年员工 ...

德生科技（002908）公告，公司2025年员工持股计划非交易过户已完成，过户股份数量为174.56万股， 占公司目前总股本4.31亿股的0.40%，过户价格为4.43元/股。本次员工持股计划实际参与认购份额的员 工人数为61人，实际缴纳认购资金总额为773.3万元。公司已在中国证券登记结算有限责任公司深圳分 公司开立了本次员工持股计划专用证券账户，证券账户号码为8.99亿。此次回购股份已处理完成，实际 用途与回购股份方案中的拟定用途不存在差异。 ...