金融界消息 截至2025年6月30日收盘，海光信息（688041）报收于141.29元，上涨1.65%，换手率 1.74%，成交量15.40万手，成交金额21.73亿元。 通过天眼查大数据分析，海光信息技术股份有限公司共对外投资了7家企业，参与招投标项目60次，知 识产权方面有商标信息157条，专利信息1290条，此外企业还拥有行政许可3个。 来源：金融界 海光信息最新一期业绩显示，截至2025一季报，公司营业总收入24.00亿元、同比增长50.76%，归属净 利润5.06亿元，同比增长75.33%，扣非净利润4.42亿元，同比增长62.63%，流动比率3.266、速动比率 2.336、资产负债率24.56%。 天眼查商业履历信息显示，海光信息技术股份有限公司，成立于2014年，位于天津市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本232433.8091万人民币，实缴资本 232433.8091万人民币。公司法定代表人为沙超群。 资金流向方面，今日主力资金净流入6669.36万元，占比成交额3.07%。其中，超大单净流入3127.29万 元、占成交额1.44%，大单净流入3542. ...

Core Viewpoint - The company has received a trademark registration certificate from the Saudi Intellectual Property Office, which will enhance its brand protection and international market presence [1] Group 1 - The trademark registration number is TM-10-00-11733-24, with a registration date of June 2, 2025, and valid until December 9, 2033 [1] - The acquisition of this trademark is significant for strengthening the company's intellectual property rights and brand recognition in overseas markets [1] - This development is expected to positively impact the company's efforts to expand into international markets [1]

兴化股份（002109）公告，全资子公司陕西延长石油兴化化工有限公司因例行停车检修，于2025年6月 29日开始，预计停车约34天，具体复产时间以装置实际开车时间为准。本次停车检修是兴化化工的例行 年度检修，对公司第三季度的经营业绩会产生一定影响，但对2025年经营业绩不会产生重大影响。 ...

耐普矿机（300818）公告，公司近日与哈萨克斯坦共和国某矿业公司旗下两处矿山项目签订了5年期 《标准供货合同》，合同金额合计1885.25万美元，折合人民币约1.35亿元。该合同将对公司本年度及未 来四年的经营业绩产生积极影响，并对公司进一步开拓海外市场，落实公司战略发展目标产生积极影 响。 ...

通过循序渐进的技术迭代，该模型展现出三大核心突破：实现对海量多样化动作的精确控制，仅凭自然 语言指令即可生成复杂肢体动作。陈涛团队已将其成功部署于实体机器人平台，展现出前所未有的运动 能力。 为解决机器人动作与环境脱节问题，团队创新性地研发出三维点云多模态模型。该技术让机器人真 正"看懂"空间结构，实现具身问答、路径规划等智能交互。面对端侧算力瓶颈，团队研发出独特模型压 缩框架。这项创新实现了算力需求的大幅精简，潜移默化地降低了机器人智能化的技术门槛。 专题：具赋新能 智驱未来——青年科学家成果转化暨具身智能高质量发展研修会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 陈秀颖 上海智能工业中心近日成为智能科技焦点，"具赋新能 智驱未来"青年科学家成果转化暨具身智能高质 量发展研修会在此举行。 这场盛会汇聚了百余位青年科学家与知名上市公司企业家。复旦大学信息科学与工程学院教授、博士生 导师陈涛发表的《不止于VLA，新一代生成式人形机器人运动大模型》主题演讲，为具身智能发展提 供了全新思路。 陈涛在演讲中指出，当前主流研究基本沿袭视觉语言模型（VLA）范式，其团队 ...

综合性券商TOP榜：国泰海通李俊杰第四 同业评比分值为88.78分 新浪财经首届上市券商领军人物领导力TOP榜结果出炉。本届"上市券商领军人物领导力TOP榜"以50家 上市券商为参评对象，根据2024年度营收规模进行排序，将参评券商划分为综合性券商（1-10名）、行 业特色发展券商（11-20名）、成长发展券商（21-50名）三个组别。明确组别后，综合考虑2024年度业 绩表现、同业评价、网络声量等多维度数据，对各组券商进行评分与排名。 个人简介 其中前瞻力维度评比中，行业排名为第12名，评审委员最低打分为7分； 控制力维度评比中，行业排名为第15名，评审委员最低打分为6分； 创新力维度评比中，行业排名为第13名，最低打分为6分； 合规性维度评比中，行业排名为第6名，最低打分为7分； 影响力维度评比中，行业排名为第10名，最低打分为8分； 李俊杰同业评价数据 国泰海通证券领军人物 在同业评价方面，评审委员会由券商研究所、独立财富管理机构、媒体等高级管理人员组成，其中领导 力评估模型包括前瞻力、控制力、创新力、合规性、影响力五大维度，评审委员对领军人物领导力能力 进行打分（打分维度为1-10分），最终综合所有评 ...

Core Viewpoint - Zhenhua Technology (000733) reported a closing price of 50.05 yuan as of June 30, 2025, reflecting a 3.84% increase, with a trading volume of 204,200 hands and a transaction amount of 1.015 billion yuan [1] Financial Performance - For Q1 2025, the company reported total operating revenue of 908 million yuan, a year-on-year decrease of 10.45% - The net profit attributable to shareholders was 58.5143 million yuan, down 42.60% year-on-year - The non-recurring net profit was 44.5947 million yuan, a decrease of 52.82% year-on-year - Current ratio stood at 6.630, quick ratio at 5.507, and debt-to-asset ratio at 18.02% [1] Capital Flow - On the reported day, the net inflow of main funds was 69.6043 million yuan, accounting for 6.86% of the transaction amount - Large orders saw a net inflow of 60.3564 million yuan, representing 5.95% of the transaction amount - Medium orders experienced a net outflow of 22.8283 million yuan, while small orders had a net outflow of 46.7761 million yuan [1] Company Overview - Zhenhua Technology, established in 1997 and located in Guiyang, primarily engages in software and information technology services - The registered capital is 554.169431 million yuan, with paid-in capital also at 554.16943 million yuan - The legal representative of the company is Yang Liming [1][2] Investment and Intellectual Property - The company has made investments in 26 enterprises and participated in 28 bidding projects - It holds 45 trademark registrations and 211 patents, along with 3 administrative licenses [2]

耐普矿机(300818.SZ)公告称，近日与哈萨克斯坦共和国某矿业公司旗下两处矿山项目签订了《标准供 货合同》，合同金额合计1885.25万美元，折合人民币约1.35亿元。 ...

Core Viewpoint - Jinsheng New Materials (300849.SZ) experienced a significant stock decline of 20.02%, closing at 13.18 yuan, following the announcement of an investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [1] Financial Performance - In 2024, the company reported a revenue of 333 million yuan, marking a year-on-year increase of 28.15%. However, the net profit attributable to shareholders was a loss of 22.65 million yuan, slightly improved from a loss of 23.87 million yuan in the previous year [2] - For Q1 2025, the company achieved a revenue of 74.43 million yuan, reflecting a year-on-year growth of 10.97%. The net profit attributable to shareholders was a loss of 3.84 million yuan, worsening from a loss of 0.98 million yuan in the same period last year [3] - The net cash flow from operating activities for 2024 was 42.71 million yuan, showing a significant increase of 112.01% compared to the previous year [2] Capital and Investment - The company raised a total of 350 million yuan through its public offering, with a net amount of 293 million yuan after expenses. Of this, 92.22 million yuan is allocated for a project to increase the annual production capacity of cosmetic packaging containers by 15 million sets, and 201 million yuan is designated for a new project to produce 45 million sets of cosmetic packaging containers annually [4] Dividend Policy - The company has decided not to distribute cash dividends, issue bonus shares, or increase capital through reserves [3]

上海建工（600170）公告，2025年1月1日至6月30日，公司及下属子公司累计收到各类政府补助合计 5.48亿元，其中与收益相关的政府补助5.48亿元，占公司最近一期经审计净利润的22.79%。公司将上 述"与收益相关的各地区政府补助"列入营业外收入、其他收益、递延收益等科目，其中确认为当期损益 的约4.94亿元。 ...