Group 1: Innovation and Product Showcase - The Shenzhen Innovation Product Exhibition showcased 174 products from 69 high-quality Shenzhen enterprises, highlighting the city's innovative capabilities and the dynamic potential of its strategic emerging industries [1] - Key products included AI headphones, AI glasses for movie viewing, and the world's first smart omnidirectional underwater robot, representing advancements in robotics, low-altitude economy, and medical devices [1] Group 2: Industrial Growth and Economic Impact - Shenzhen has maintained its position as the "Industrial First City" in China, achieving the highest total industrial output value and industrial added value among all cities for three consecutive years since 2022 [2] - The production of civilian drones, industrial robots, and 3D printing equipment in Shenzhen saw significant growth in Q1, with increases of 48.2%, 40.1%, and 38% respectively [1] - The total output value of Shenzhen's robot industry is projected to exceed 201.2 billion yuan in 2024, marking a 12.58% increase from 2023 [2] Group 3: Capital Investment and Financing - The humanoid robot industry in Shenzhen is experiencing multiple commercial breakthroughs, with several strategic emerging enterprises successfully entering the capital market [4] - Notable listings include CloudWalk Technology on the Sci-Tech Innovation Board and UBTECH Robotics on the Hong Kong Stock Exchange, indicating strong investor interest in Shenzhen's strategic emerging industries [4] - The People's Bank of China and other departments have announced increased financing support for private enterprises in key sectors, including artificial intelligence and low-altitude economy, to enhance innovation and industrial strength [4]

从中证深圳科技创新主题指数持仓样本的行业来看，信息技术占比37.93%、工业占比31.48%、医药卫 生占比11.16%、通信服务占比10.85%、可选消费占比8.58%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。当上 证港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 跟踪深圳科技的公募基金包括：安信深圳科技指数(LOF)A、安信深圳科技指数(LOF)C。 金融界7月21日消息，上证指数高开高走，中证深圳科技创新主题指数 (深圳科技，931136)上涨1.03%， 报8067.94点，成交额297.47亿元。 数据统计显示，中证深圳科技创新主题指数近一个月上涨9.67%，近三个月上涨14.93%，年至今上涨 13.61%。 据了解，中证深圳科技创新主题指数围绕深圳科技创新 ...

Group 1: Industry Innovation and Growth - The commercial aerospace industry in Beijing has surpassed a scale of 260 billion yuan, with the production of medium-sized commercial satellites occurring every three days by Galaxy Aerospace [1] - Guangdong's industrial robot production reached over 240,000 units last year, marking a year-on-year growth of 31.2%, accounting for 44% of the national market [1] - In Anhui, the production of new energy vehicles doubled compared to two years ago, with 467,000 units produced from January to May this year [1] Group 2: Technological Advancements - The Guangdong Aerospace Technology Research Institute developed a single-person jetpack capable of reaching speeds of 100 km/h, suitable for various applications including emergency rescue [3] - Anhui is establishing ten provincial future industry pilot zones focusing on quantum technology, aerospace information, and general intelligence, with over 100 key enterprises in the first quarter of this year [4] - The use of flexible solar wings in satellites by Galaxy Aerospace has reduced thickness to 1/20 of rigid solar wings, enhancing energy absorption [7] Group 3: Future Industry Development - Beijing has identified 23 future industry development directions, including general artificial intelligence and the metaverse, with over 2,400 AI companies and a core industry scale of nearly 350 billion yuan [5] - The establishment of a 10 billion yuan angel fund in Guangzhou supports technology transfer and innovation, with over 1,100 direct investment projects reserved [3] - Anhui's strategic emerging industries have seen an average annual growth of 16.1% since the 14th Five-Year Plan, with the output value accounting for 43.6% of industrial output [8] Group 4: Traditional Industry Transformation - The Beijing Economic and Technological Development Zone has implemented intelligent infrastructure across 600 square kilometers, facilitating the transition to high-end manufacturing [9] - The application of 5G technology in the Tongling Nonferrous Metals Group has led to a 90% automation rate in production lines [10] - Guangdong has created 490 national green factories and aims for a 2.8% reduction in energy consumption for industrial units by 2024 [11]

Core Insights - The overall economic operation of central enterprises has remained stable in the first half of the year, with key indicators such as electricity generation, crude oil production, and container throughput showing steady growth [2][6] - Central enterprises completed fixed asset investments of 2 trillion yuan in the first half of the year, which is nearly half of last year's total investment, indicating a strong commitment to long-term strategic planning [3][4] - The investment in strategic emerging industries accounted for nearly 40% of total investments, reflecting a significant focus on innovation and modernization [5][6] Investment and Economic Performance - Central enterprises achieved a value-added output of 5.2 trillion yuan from January to June, demonstrating their role as a pillar of the national economy [2] - The fixed asset investment of 2 trillion yuan is crucial for sustaining development, focusing on industrial renewal, technological innovation, and equipment upgrades [3][4] - The investment in strategic emerging industries increased by 6.6% year-on-year in the first quarter, with over 800 application scenarios developed under the "Artificial Intelligence+" initiative [5][6] Strategic Focus and Reforms - The deepening reform of state-owned enterprises is on track, with an average completion rate of over 80% for key reform tasks as of the end of the first quarter [7] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes enhancing core functions and competitiveness while ensuring stable operations and optimizing investment structures [7][8] - The focus for the second half of the year includes fostering new productive forces, improving overall productivity, and transitioning to innovation-driven growth [8][9]

深圳市新产业生物医学工程股份有限公司 证券代码：300832 证券简称：新产业 公告编号：2025-057 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 国家知识产权局颁发的2项《发明专利证书》，现将本次取得的发明专利具体情 况公告如下： 1、 发明名称：α-葡萄糖苷酶突变体、试剂盒及其应用 中国专利号：ZL202311683011.X 专利权人：深圳市新产业生物医学工程股份有限公司 发明人：熊厅、陈清浦、何海华、李康、张琳、吕漫、张妍 专利申请日：2023年12月08日 授权公告日：2025年07月15日 授权公告日：2025年07月15日 1 上述专利保护技术为公司自主研发，本发明涉及一种样本开闭盖装置，该装 置采用独立设置的开盖模块和闭盖模块，并配备对应的样本传输模块，使得该装 置能够同时执行开盖和闭盖操作，显著提高了该装置的运行效率。 上述专利保护技术为公司自主研发，本发明通过对野生型α-葡萄糖苷酶进行 位点改造，获得一种酶活性和热稳定性显著提升的突变 ...

在7月18日举行的国新办新闻发布会上，工业和信息化部总工程师谢少锋介绍，持续培育发展动能，下 一步要组织实施国家科技重大专项和国家重点研发计划，开展专项行动，培育新产业（300832）、打造 新动能，加快发展生物制造、低空产业。推动人形机器人、元宇宙、脑机接口等未来产业创新发展，超 前布局新领域新赛道。(新华财经) ...

Core Viewpoint - The 2025 Global MedTech Top 100 (GMT100) list highlights the dominance of major players in the medical technology industry while showcasing the rise of Chinese and Asia-Pacific companies in the global market [3][4][5]. Global Overview - The top 10 companies continue to dominate the market, with Medtronic leading at a revenue of 239.45 billion RMB for 2024. The total revenue of the top 10 exceeds 1.6 trillion RMB, accounting for over 60% of the total revenue of the list [5][14]. - The list reflects a "pyramid" structure in the medical technology industry, where smaller companies focus on niche markets but show significant innovation and growth potential [10][11]. Regional Distribution - North American companies hold a significant share of the list, with the top 10 generating over 16 trillion RMB in revenue. Asian companies, particularly from China, are increasingly making their presence felt [11][14]. - Chinese companies have shown remarkable performance, with 12 firms making it to the top 100, collectively generating over 200 billion RMB in revenue for 2024, marking a further increase from the previous year [4][14]. Industry Concentration and Future Outlook - The medical technology industry exhibits a "Matthew Effect," where the top 10 companies control over 60% of the market share, while emerging companies challenge traditional players with innovative technologies [13][14]. - The future of the industry is expected to witness significant technological changes and market reshuffling, with the GMT100 serving as a record of these developments [13][14].

Core Insights - The transformation of the riverbank in Shiyanhe Village, Henan Province, into a productive area for the cultivation of medicinal herb, Acorus calamus, began in February 2025 under the leadership of Wang Xiangdong, the village's first secretary [1][2] - The local community initially expressed skepticism about the viability of cultivating Acorus calamus, given past agricultural failures [1][2] Group 1: Economic Potential - The market demand for Acorus calamus is strong, with potential yields of 7,000 pounds per acre for fresh produce and approximately 1,400 pounds for processed dry herbs, translating to a potential value of 49,000 yuan per acre over three years, significantly higher than traditional crops [2] - A cooperative agreement with the Xichuan County Herbal Medicine Planting Professional Cooperative provided a safety net for farmers through a guaranteed purchase agreement [2] Group 2: Agricultural Development - The trial planting of 50 acres of Acorus calamus was unanimously approved by the villagers after thorough discussions and calculations of economic benefits [2] - The county has developed a comprehensive medicinal herb industry, with over 60 varieties cultivated, including honeysuckle, bupleurum, rosemary, and mugwort, covering an area of over 147,000 acres [2] - Approximately 80 business entities, including cooperatives and large-scale farmers, are involved in the medicinal herb cultivation, benefiting nearly 30,000 households with an average income increase of over 6,000 yuan per household [2]

深圳市新产业生物医学工程股份有限公司 关于公司获得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 国家知识产权局颁发的1项《发明专利证书》，现将本次取得的发明专利具体情 况公告如下： 发明名称：一种用于猴痘病毒感染的早期筛查的方法 证券代码：300832 证券简称：新产业 公告编号：2025-056 中国专利号：ZL202310778542.0 专利权人：深圳市新产业生物医学工程股份有限公司 发明人：刘坤、许婧、向永生、朱建地、胡勇健 专利申请日：2023年06月29日 授权公告日：2025年07月08日 上述专利保护技术为公司自主研发，本发明提供了一种用于猴痘病毒感染早 期筛查的试剂，该试剂通过特异性抗体检测不同状态猴痘病毒的特定蛋白组合， 从而实现在感染者尚未出现明显表皮症状时，快速准确地检出猴痘病毒，对传染 病的早期预警和防控具有重要应用价值。 本次取得的发明专利不会对公司目前的经营状况产生重大影响，但有利于完 善公司知识产权体系，进一步提升公司软实力。 特此公告。 ...

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical and biotechnology sector [5] Core Views - The pharmaceutical sector underperformed the overall market this week, with the healthcare services sector leading the gains. The overall A-share market rose by 1.50%, while the biopharmaceutical sector increased by 1.82%, outperforming the market [1][33] - Merck announced a $10 billion acquisition of Verona Pharma to obtain the COPD drug Ohtuvayre, which is expected to be a significant product in the respiratory disease treatment market [2][10] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, with revenues expected to reach 20.799 billion yuan, reflecting a growth of 20.64% [3] Summary by Sections Market Performance - The biopharmaceutical sector's price-to-earnings ratio (TTM) stands at 35.79x, which is at the 77.7 percentile of its historical valuation over the past five years [1][38] - The overall A-share market and various sub-sectors showed positive performance, with healthcare services up by 6.46% [1][33] Key Company Updates - Merck's acquisition of Verona Pharma will provide access to Ohtuvayre, a dual-target PDE3/4 inhibitor approved for COPD maintenance therapy, marking a significant advancement in treatment options [2][10] - Ohtuvayre's sales reached $71 million in Q1 2025, indicating strong market uptake and potential for expansion into other indications [22][24] Company Earnings Forecasts - WuXi AppTec's net profit for H1 2025 is expected to be 8.561 billion yuan, a 101.92% increase, driven by strong operational performance [3] - The report includes earnings forecasts for several companies, with WuXi AppTec and Mindray Medical both rated as "Outperform" [4][42] Investment Recommendations - Mindray Medical is highlighted as a leading domestic medical device company benefiting from new healthcare infrastructure and product upgrades [42] - WuXi AppTec is recognized for its comprehensive service capabilities in the new drug development outsourcing market [42] - Other recommended companies include New Industries, Huatai Medical, and Aibo Medical, each with strong market positions and growth potential [42][43][44]