Core Viewpoint - Chaoyang District is positioned as a key area for international business and innovation in Beijing, showcasing significant economic growth and a commitment to enhancing its global business environment [1][3][4]. Economic Performance - In the first half of the year, Chaoyang District achieved a GDP of 462.01 billion yuan, representing a year-on-year growth of 5.1%, accounting for 18.5% of the city's total GDP [1]. - The district maintains a leading position in actual foreign investment and total import-export volume within the city [1]. International Business Environment - Chaoyang District hosts nearly 100% of foreign embassies in China, 90% of foreign media in Beijing, and 70% of regional headquarters of multinational companies [3]. - The district is establishing itself as a benchmark for an international business environment, with initiatives like the International Business Service Center and a one-stop service center for foreign talent [3]. Innovation and Technology - Technology innovation is a crucial driver for high-quality development in Chaoyang, focusing on sectors like artificial intelligence and digital security [4]. - The district aims to create the first data business district in the country, enhancing Beijing's influence in the global digital economy [4]. Talent Development - Chaoyang has hosted the International Talent Entrepreneurship Conference for 13 consecutive years, contributing to a talent pool of 1.56 million, which is 20% of the city's total [4]. - The information service and technology service sectors are projected to account for 23.7% of the district's GDP by 2024, with a significant increase in their contribution to GDP growth [4]. Consumer Market - As a major consumption area, Chaoyang District's retail sales reached 265.38 billion yuan last year, with 129.5 billion yuan in the first half of this year, making up about 20% of the city's total [5]. - The district is developing a world-class consumer landscape, including new commercial landmarks and enhancing international consumption experiences [5][6]. Cultural and Tourism Integration - Chaoyang is implementing policies to integrate culture, tourism, and commerce, contributing to the development of a vibrant cultural economy [6]. - The district is focusing on creating signature events and enhancing the quality of life for residents and visitors, thereby boosting consumption and tourism [6].

New Stock Issuance - YouSheng Co., Ltd. (Securities Code: 732418) issued shares at a price of 46.36 RMB on September 12, 2025[1] - *ST Tianmao (Securities Code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - *ST Zitian (Securities Code: 300280) enters the delisting arrangement period starting September 15, 2025[1] Trading Alerts - Hangke Technology (Securities Code: 688006) reported severe abnormal fluctuations on September 11, 2025[1] - Shanghai Electric Power (Securities Code: 600021) had a trading volume of 8,487 on September 10, 2025[1] - Tianji Co., Ltd. (Securities Code: 002759) reported a trading volume of 8,705 on September 10, 2025[1] Abnormal Fluctuations - ST Lingnan (Securities Code: 002717) reported a trading volume of 7,965 on September 10, 2025[3] - ST Huaxi (Securities Code: 002630) reported a trading volume of 9,579 on September 11, 2025[3] - ST Jianye (Securities Code: 600381) reported a trading volume of 5,420 on September 3, 2025[3]

农民增收，激活乡村振兴"源动力"。产业园让农民深度参与产业发展，实现多元增收。自创建以来至 2024年，产业园内参与主导产业生产经营的企业达22家，其中包括4家自治区级农牧业产业化龙头企 业；园内农民合作社793家，家庭农场2070家。产业园良种覆盖率达97%，技术推广体系完善，建立了 职业农民和专业人才队伍，每年培训职业农民5000人次。产业园主要农作物耕种收综合机械化率达 98.5%，创新推出莫力达瓦达斡尔族自治旗"互联网+农业合作社"电子商务平台。全旗绿色食品原料基 地面积达46.8万亩，产业园绿色有机认证面积2.4万亩，获绿色、有机产品认证4个，农产品检测合格率 达99.5%以上，质量安全追溯管理覆盖率达82%。 产业园全面推行绿色循环生产，实施黑土地保护利用21万亩，持续开展化肥、农药负增长行动，推广有 机肥替代化肥18万亩、水肥一体化技术0.5万亩、叶面追肥技术16万亩，应用生物菌肥技术20万亩、测 土配方施肥技术30万亩。产业园农作物秸秆综合利用率达85%，畜禽粪污综合处理率达85%以上。 中新网内蒙古新闻9月12日电 （张玮 李浩）粮稳天下稳，粮足百姓安。作为全国重要的商品粮生产基 地、"产粮 ...

Group 1 - The "anti-involution bull market" is a crucial opportunity for the transition between the two halves of the bull market, driven by financial re-inflation in the first half and physical re-inflation in the second half, with expectations of inflation returning [1][6] - Local governments have improved fiscal conditions, allowing central authorities to execute policies more decisively, as evidenced by a 28% year-on-year increase in land acquisition by the top 100 real estate companies from January to August [2][11] - The strategy involves clearing supply before stimulating demand, with infrastructure, consumption, and manufacturing sectors expected to have growth opportunities in the coming year [3][15] Group 2 - Recent changes show a strengthening of policy determination from top to bottom, with increased cooperation from enterprises, as concerns about the "anti-involution" policy have been alleviated over the past two months [4][26] - The shift from industry association-led self-regulation to accelerated intervention by ministries indicates a growing commitment to the "anti-involution" initiative, with specific policies being deployed at both central and local levels [5][27] - Enterprises are increasingly willing to cooperate with the "anti-involution" initiative, as seen in the photovoltaic industry where major companies are adopting production reduction strategies [28][29] Group 3 - Industry allocation should focus on the expected price increases of cyclical resource products, with attention to sectors such as glass fiber, coal, energy metals, cement, commercial vehicles, and wind power equipment [5][32] - Industries with relatively tight supply include industrial metals, steel, petrochemicals, and consumer goods like textiles and light industry, indicating potential benefits from the "anti-involution" policies [33][34]

近期A股市场表现强势，以刚刚过去的8月为例，上证指数一举突破3800点整数关口并刷新近十年新高。在本轮"量价齐 升"的强势行情中，科技成长风格表现尤为突出，芯片、算力、创新药等细分领域轮番上涨，成为市场关注的焦点，数据显 示，创业板指数、科创50指数单月分别涨超24%、28%，充分彰显科技创新板块的领涨地位。 在这轮上涨中，光大保德信基金凭借对产业趋势的前瞻把握，旗下多只主动权益类产品表现不俗。 光大产业新动力近一年收益率113% 由光大保德信基金权益投资领军人物房雷执掌的光大产业新动力表现尤为出彩，数据显示，截至2025年8月28日，该产品A 份额近一年回报达113.93%，实现了收益翻倍，相较同期19.44的业绩，基准表现超额收益逾94%。值得一提的是，该产品 不仅在收益方面表现卓越，其同类排名同样亮眼，银河证券数据显示，截至2025年8月31日，光大产业新动力A近一年收益 率排名同类前5%。 出色的业绩反映出基金经理对政策逻辑和产业趋势的精准把握。深耕科技成长多年的房雷认为，未来最大的变化和经济驱 动力，就是科技创新。而在近期发布的基金中报中，他依旧对下半年的科技成长板块持有信心。房雷指出，半导体在先进 ...

世界经济开放则兴，封闭则衰。我们期待，参加服贸会的各方人士以服贸会为平台，共话服务贸易新趋 势，凝聚合作发展新共识，在扩大开放、深化合作、引领创新上展现新作为，共同开创世界更加美好繁 荣的未来，为构建人类命运共同体不断注入新动力。 央视评论员 [ 责编：袁晴 ] 当前，世界经济格局深刻变化，全球发展挑战与机遇并存，包括服务贸易在内的全球经贸发展面临着地 缘政治紧张、贸易保护主义抬头、关税等壁垒不断增多等多重挑战。畅通贸易往来，提升贸易便利化水 平，进一步释放服务贸易发展潜力，是促进全球发展繁荣、造福各国人民的必然之举。各国要围绕本届 服贸会"数智领航，服贸焕新"的主题，把握新一轮科技革命和产业变革带来的新机遇，顺应服务贸易数 字化、智能化、绿色化趋势，持续深化服务业和服务贸易合作，培育创新发展新动能，打造合作发展新 环境，为世界经济繁荣发展作出更大贡献。 中国的发展离不开世界，世界的繁荣也需要中国。新时代中国坚持主动谋划，有序扩大开放，推进服务 贸易创新发展，这既是中国积极培育外贸新动能、加快建设贸易强国的重要举措，也彰显了中国作为世 界经济增长的主要贡献者和稳定锚，以实际行动推动全球经济发展的使命担当。面向 ...

央视网消息（新闻联播）：本台播发央视快评《建设开放型世界经济 为构建人类命运共同体不断注入 新动力》。 ...

岱岳区房村镇、祝阳镇、良庄镇等十余个养殖大户纷纷借助政策优势，获得"鲁担惠农贷"以及政府贴息 贴费的资金支持，这些资金主要用于建设现代化养殖圈舍、引进优质种畜、完善粪污资源化利用设施 等，显著提升了养殖效率。"以前想扩大养殖规模，但缺抵押、贷款难，现在有了'鲁担惠农贷'，还有 政府贴息，贷款成本低、审批快，真正解决了我们的大难题。"养殖户耿先生感慨道。 近日，山东农担推出的"鲁担惠农贷"在泰安市岱岳区落地见效，为当地畜牧养殖产业注入强劲动 力。"鲁担惠农贷"聚焦服务"三农"，通过"政银担"协同机制，着力缓解农业经营主体"融资难、融资 贵"的困境，为乡村振兴注入金融活水。 2024年，泰安市出台《关于进一步发挥农业信贷担保作用推动农业农村高质量发展的工作方案》，明确 提出在重点保障粮食产业发展的基础上，将高效蔬菜、高端畜牧、泰山茶等三大优势特色产业纳入贴息 贴费政策支持范围。这一政策红利迅速惠及岱岳区畜牧养殖产业，多家从事畜牧养殖的农业经营主体 乘"政策东风"，依托"鲁担惠农贷"顺利获得低息贷款，并享受财政贴息贴费支持。 "鲁担惠农贷"与泰安市贴息贴费政策的协同发力，让一幅产业兴旺、农民受益、生态友好的现代畜牧 ...

盈利预测与投资建议：公司在安防领域建立了较为坚实的市场领先地位，战略布局了车载镜头、车载 HUD、激光雷达、智能车灯等智能驾驶领域，同时加大工业、视讯、红外热成像、摄影、投影光机、 AR/VR 镜头等方面的投入，多领域协调发展，有望打开未来成长空间。我们预计公司在2025/2026/2027 年分别实现营业收入33.5/44.1/57.0 亿元， 同比增长22.0%/31.9%/29.1% ， 实现归母净利3.0/5.0/7.0 亿 元，同比增长62.6%/66.4%/40.3%，当前股价对应2025/2026/2027年PE 分别为38/23/16X，首次覆盖，给 予"买入"评级。 风险提示：行业下游需求下降、车载光学及新应用光学产品发展不及预期、市场竞争加剧，部分数据存 在滞后性。 安防主业地位稳固，产品线布局齐全。中国成为全球安防视频监控最核心市场，迎来智能化2.0 时代。 随着中国视频监控市场规模的持续扩张，国内安防视频监控系统逐步升级，步入智能化2.0 时代，这对 于视频监控将会是一个全新的时代，价格竞争将向技术竞争良性转变，产业核心竞争力转移，技术门槛 提高，产业集中度将提升，相关产品将依托互联网 ...

特此公告 雄安新动力科技股份有限公司 暨2025年半年报业绩说明会的公告 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。 为进一步加强与投资者的互动交流，雄安新动力科技股份有限公司(以下简称 "公司")将参加由河北证监局、河北上市公司协会与深圳市全景网络有限公司联 合举办的"2025 年度河北辖区上市公司投资者网上集体接待日暨 2025 年半年报 业绩说明会活动"，现将相关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)，或关注微信公众号:全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 15 日(周一)15:00-17:00。 届时公司董事长兼董事会秘书程芳芳女士，总经理兼财务总监齐龙龙先生将 在线就公司治理、发展战略、经营状况、融资计划、股权激励、可持续发展等投 资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与! 证券代码：300152 证券简称：ST新动力 公告编号：2025-062 雄安新动力科技股份有限公司 关于参加2025年河北 ...