Group 1 - The core point of the article is that Hopu Co., Ltd. has won a bid for the "Tongwei Yiheng New 50MW/200MWh Independent Energy Storage Power Station Demonstration Project" as part of a consortium [1] - The consortium includes Tianjin Jiahui Power Engineering Co., Ltd. as the leading party, along with Henan Chuneng Power Engineering Co., Ltd. and Hunan Hongyuan Power Construction Co., Ltd. [1] - The bid amount for the project is 159 million yuan, with a construction period of 150 days [1]

霍普股份（301024）(301024.SZ)公告，公司全资子公司天津嘉晖电力工程有限公司作为牵头方与河南 楚能电力工程有限公司、湖南鸿源电力建设有限公司组成的联合体于近日收到"通渭易恒新 50MW/200MWh独立储能电站示范项目总承包(EPC)"的《中标通知书》，确定联合体为项目的中标人， 中标价格为1.59亿元。 ...

证券代码：301024 证券简称：霍普股份 公告编号：2025-045 4、中标人：天津嘉晖电力工程有限公司、河南楚能电力工程有限公司、湖 南鸿源电力建设有限公司（联合体） 5、中标工期：150 天 上海霍普建筑设计事务所股份有限公司（以下简称"公司"）全资子公司 天津嘉晖电力工程有限公司作为牵头方与河南楚能电力工程有限公司、湖南鸿 源电力建设有限公司组成的联合体于近日收到"通渭易恒新 50MW/200MWh 独 立储能电站示范项目总承包（EPC）"的《中标通知书》，确定联合体为项目 的中标人。现将有关内容公告如下： 一、中标信息 1、项目名称：通渭易恒新 50MW/200MWh 独立储能电站示范项目总承包 （EPC） 2、招标单位：甘肃通渭易恒新能源科技有限公司 3、中标价格：15,850.26 万元 二、中标对上市公司的影响 上海霍普建筑设计事务所股份有限公司 关于全资子公司收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 四、备查文件 1、中标通知书 特此公告。 上海霍普建筑设计事务所股份有限公司 董事会 二〇二五年七月三十一日 本项 ...

Core Viewpoint - The company announced that its wholly-owned subsidiary, Tianjin Jiahui Power Engineering Co., Ltd., has won the bid for the "Tongwei Yiheng New 50MW/200MWh Independent Energy Storage Power Station Demonstration Project" with a contract price of 159 million yuan [1] Group 1 - The project is expected to have a positive impact on the company's future operating performance if the formal contract is signed and implemented smoothly [1] - The project is considered part of the company's routine business activities and will not affect the independence of its operations [1] - As of the announcement date, the company and the consortium have not yet signed a formal contract with the bidding unit, indicating uncertainty in project execution [1]

Core Viewpoint - The company Hopu Co., Ltd. has announced that its wholly-owned subsidiary, Tianjin Jiahui Power Engineering Co., Ltd., has been awarded the contract for the "Tongwei Yiheng New 50MW/200MWh Independent Energy Storage Power Station Demonstration Project" with a bid price of 159 million yuan and a construction period of 150 days. This project is expected to positively impact the company's future operating performance if the formal contract is signed and implemented smoothly [1]. Group 1 - The company has formed a consortium with Henan Chuneng Power Engineering Co., Ltd. and Hunan Hongyuan Power Construction Co., Ltd. for the project [1]. - The total contract value for the project is 159 million yuan [1]. - The expected construction duration for the project is 150 days [1].

Investment Rating - The industry investment rating is "Overweight" indicating a positive outlook for the sector relative to the overall market performance [21]. Core Insights - The construction industry has shown a weekly increase of 5.62%, outperforming major indices such as the Shanghai Composite Index and the Shenzhen Component Index [4][6]. - The infrastructure investment in the first half of the year has grown by 4.6% year-on-year, which is 1.8 percentage points higher than the overall investment growth rate, indicating a positive trend in the sector [10][12]. - Key companies such as China Electric Power Construction and Chengbang Co. have secured significant contracts, enhancing their revenue outlook for 2024 [12]. Summary by Sections Industry Performance - The construction sector's weekly performance was +5.62%, with the best-performing sub-industry being state-owned infrastructure enterprises, which rose by 9.66% [3][4]. - The top three sub-industries for weekly gains were state-owned infrastructure enterprises (+9.66%), design consulting (+6.50%), and private infrastructure enterprises (+6.13%) [6][9]. Key Changes in the Industry - The State Council has introduced the "Housing Rental Regulations" to encourage the use of private housing for rental purposes, aiming to increase the supply of rental housing [10][11]. - The Ministry of Transport has completed the issuance of the 800 billion yuan "two重" construction project list, which is expected to stimulate further growth in infrastructure investment [10][12]. Company Updates - China Electric Power Construction has won a contract for the Sun Gou Pumped Storage Power Station with a total value of approximately 5.752 billion yuan, representing 0.91% of its projected revenue for 2024 [12][13]. - Chengbang Co. has secured a new construction project worth 77.3152 million yuan, which accounts for 22.22% of its expected revenue for 2024 [12][13]. - The company 亚翔集成 reported a significant decline in revenue for the first half of 2025, down 40.95% year-on-year [12][13].

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global virtual asset licensing system has essentially taken shape, with a systematic regional regulatory framework established [3] - Different regions exhibit variations in virtual asset licensing, reflecting distinct regulatory logics and strategic focuses [3] - Three major collaborative trends are emerging: local currency anchoring, asset custody, and anti-money laundering compliance [3] - Licensed operators and service providers are expected to become mainstream, with regulated trading platforms and stablecoin assets presenting lower risks [3] - The licensing will serve as a significant valuation support factor, with leading companies holding core licenses enjoying first-mover advantages and competitive moats [3] Summary by Sections 01 Global Virtual Asset Licensing System - The licensing framework in Hong Kong includes a dual regulatory structure for stablecoin issuers and virtual asset service providers (VASP) [8][9] - Hong Kong's VASP license requires compliance with strict operational and auditing standards, enhancing market transparency and investor safety [10] - Singapore's regulatory approach emphasizes innovation while ensuring market safety through a clear regulatory framework [11][12] - The European MiCA framework provides comprehensive regulations for crypto assets, categorizing them into electronic money tokens, asset-referenced tokens, and utility tokens [13][14] - The U.S. regulatory landscape is characterized by a complex multi-layered system involving federal and state-level oversight [17][18] 02 Differences and Collaborations in Regional Licensing - Hong Kong's licensing system is more inclusive for retail investors compared to Singapore's cautious approach [26] - The regulatory frameworks in Hong Kong and Europe aim to provide clear guidelines to foster innovation while ensuring compliance [26] - The U.S. regulatory environment is fragmented, requiring compliance with both federal and state regulations [26] 03 Investment Recommendations - Beneficial targets include licensed firms such as Zhongyou Capital, Bank of China Hong Kong, and Coinbase Global [4] - The report highlights the importance of holding licenses as a key factor for valuation and competitive advantage in the virtual asset industry [3][4]

证券代码：301024 证券简称：霍普股份 公告编号：2025-044 上海霍普建筑设计事务所股份有限公司 关于全资子公司收到中标通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 公司全资子公司天津嘉晖电力工程有限公司作为牵头方与中建八局新型建 造工程有限公司组成的联合体于近日收到"阆苑新能源 200MW/400MWh 共享 储能示范项目（EPC）"的《中标通知书》，确定联合体为项目的中标人。现 将有关内容公告如下： 一、中标信息 1、项目名称：阆苑新能源 200MW/400MWh 共享储能示范项目（EPC） 2、招标单位：青岛阆苑新能源科技有限公司 4、中标人：天津嘉晖电力工程有限公司、中建八局新型建造工程有限公司 （联合体） 5、中标工期：150 天 二、中标对上市公司的影响 本项目如与相关单位签订正式合同并顺利实施，预计将对公司未来经营业 绩产生积极影响。该事项属于公司日常经营事项，不会影响公司业务的独立性。 三、风险提示 本项目尚未签署正式合同，公司将根据后续进展情况及时履行信息披露义 务，敬请广大投资者谨慎决策、注意投资风险。 四、备查文 ...

Group 1 - The market focus is on leading stocks, with notable performances from LiuGao Co., which opened up 3.10%, and innovative drug concept stocks such as Sairui Medical, which opened up 3.89% [1][2] - Huayin Electric, a power stock, achieved a limit-up increase, marking its third consecutive day of gains [1][2] - Other stocks in the market included GuangShengTang, which opened up 6.17%, and WeiXinKang, which opened up 7.18%, indicating a positive trend in the healthcare sector [1][2] Group 2 - The stock performance data shows LiuGao Co. at 5.32 with a 3.10% increase, Sairui Medical at 21.90 with a 3.89% increase, and GuangShengTang at 54.51 with a 6.17% increase [2] - Huayin Electric is listed at 6.70 with a significant increase of 10.02%, reflecting strong investor interest [2] - Other notable stocks include YaMaTon, which opened down 1.93%, and HuoHui Co., which opened down 1.58%, indicating mixed performance in the market [2]

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]