值得一提的是，港股互联网ETF（513770）攀升区间持续宽幅溢价，实时溢价率达0.47%，显示买盘资 金较为强势。 板块个股中，平安好医生涨超7%，医脉通涨超5%，东方甄选涨超4%；龙头股表现分化，哔哩哔哩- W、快手-W涨超1%，小米集团-W、美团-W跟涨，阿里巴巴-W跌超1%。 7月30日，科网龙头震荡反弹，重仓港股互联网龙头的港股互联网ETF（513770）场内价格现涨 1.49%，上探收复5日线，实时成交额超2.5亿元，交投活跃。 | 分时 多日 1分 5分 15分 * 综合解 F9 前复权 超级稳加 面述 工具 @ (1) > | | | | 港股互联网ETF ① | स | | --- | --- | --- | --- | --- | --- | | 513770.SH[熟股互联网ETF] 2025/07/30 收1.157 幅1.49%(0.017) 开 1.131 高 1.157 低量 | 18157 +0.017 +1.49% | | | | N 513770 | | MAS 1.1511 MA10 1.1441 MA20 1.1061 MA60 1.0681 MA120 1.0611 ...

7月30日，科网龙头震荡反弹，重仓港股互联网龙头的港股互联网ETF（513770）场内价格现涨1． 49%，上探收复5日线，实时成交额超2.5亿元，交投活跃。 板块个股中，平安好医生涨超7%，医脉通涨超5%，东方甄选涨超4%；龙头股表现分化，哔哩哔哩- W、快手-W涨超1%，小米集团-W、美团-W跟涨，阿里巴巴-W跌超1%。 提醒：近期市场波动可能较大，短期涨跌幅不预示未来表现。请投资者务必根据自身的资金状况和风险 承受能力理性投资，高度注意仓位和风险管理。 数据来源：沪深交易所等。注：中证港股通互联网指数近5个完整年度的涨跌幅分别为：2020年， 109.31%；2021年，-36.61%；2022年，-23.01%；2023年，-24.74%；2024年，23.04%。指数成份股构 成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。 港股今年以来表现亮眼，AI热潮吸引外资明显回流。港股聚集了大量电商、游戏板块的上市公司。人 工智能技术的推动，令许多海外投资者重新看好并加码这些板块，成为重要推力。 港股互联网ETF（513770）及其联接基金（A类 017125；C类 017126）被动跟踪中 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Dongfang Zhenxuan, which saw a stock price increase of 4.91% to 21.35 CNY per share, with a trading volume of 302 million CNY [1] - Dongfang Zhenxuan Holdings Limited is a leading player in the online extracurricular education service sector in China, known for its high-quality online courses and exam preparation services [1] - The company expanded its business in 2021 to include live commerce, educational smart hardware products, STEAM education, and vocational education, becoming the largest online education brand in the Chinese university exam preparation market by 2017 [1] Group 2 - As of the mid-2024 financial report, Dongfang Zhenxuan reported total operating revenue of 2.187 billion CNY and a net profit of -96.799 million CNY [2]

Group 1 - The central government has announced a nationwide implementation of a childcare subsidy program starting January 1, 2025, providing an annual subsidy of 3,600 yuan per child until the age of three, regardless of the number of children [2] - The program will feature a unified information management system to enhance data sharing among regions and departments, with applications facilitated through online platforms like Alipay and WeChat [2] - The program also retains offline application channels to accommodate special circumstances [2] Group 2 - The Ministry of Finance and the Ministry of Emergency Management have urgently allocated 350 million yuan in disaster relief funds to support nine provinces and regions affected by natural disasters [4] - The allocation aims to assist in emergency rescue operations and aid for affected residents [4] Group 3 - China's largest ultra-deep oil and gas field, the Fuman Oil and Gas Field, has achieved a daily production of over 10,000 tons, marking a new phase in large-scale production of 8,000-meter deep oil and gas extraction [5] Group 4 - The National Development and Reform Commission announced that there will be no adjustment to gasoline and diesel prices due to minimal fluctuations in international oil prices [6] - The price adjustment mechanism indicates that the average price over the first ten working days of July 29 was insufficient to warrant a change [6] Group 5 - Major airlines in China, including Air China, China Southern Airlines, and China Eastern Airlines, have announced support for the civil aviation version of the "12306" direct sales platform to ensure passenger rights [8] - The airlines have initiated direct ticket sales through the platform, ensuring transparency and consistency with airline rules [8] Group 6 - Several companies have made significant donations to support disaster relief efforts in Beijing, including Xiaomi, which donated 5 million yuan, and ByteDance, which contributed 10 million yuan [9] - Other companies, such as Li Auto and New Oriental, have also pledged substantial donations to assist in emergency rescue and post-disaster reconstruction efforts [9] Group 7 - Apple has announced the closure of its first direct store in China, located in Dalian, which will cease operations on August 9, 2025 [10] - The store, opened in October 2015, is the first Apple store to close in China, although the reasons for the closure have not been disclosed [10] Group 8 - Nvidia's market capitalization has surpassed 4.3 trillion dollars, reflecting strong performance in the stock market, particularly among large tech stocks [10] - The S&P 500 and Nasdaq indices have reached new historical highs, with notable increases in stock prices for major tech companies [10] Group 9 - Due to extreme heat conditions globally, China's air conditioning exports have surged, with a total export value of 9.35 billion dollars in the first half of the year, marking a nearly 10% year-on-year increase [12] - Exports to EU countries have seen a significant rise, with a 43.2% increase in volume and a total export value of 3.76 billion dollars, setting a record for the same period [12]

【导读】北方多地连续极端强降雨造成重大灾害，蔚来等多家企业宣布驰援 据央视新闻消息，本轮强降雨以来，截至7月28日24时，北京全市平均降水量达165.9毫米，最大降水量在密云郎房峪和朱家峪，最大降水强度出现在怀柔 东峪。连续极端强降雨造成重大灾害，北京全市因灾死亡30人，其中密云28人、延庆2人。 同时，华东、华北、东北地区近日遭遇持续强降雨天气，引发严重洪涝及地质灾害，导致京津冀地区以及吉林、山东等省份出现重大人员伤亡和财产损 失。 7月29日，蔚来、理想、字节跳动、小米、东方甄选等企业相继宣布驰援灾区。 蔚来宣布联合蔚来用户公益基金会捐款200万元，携手中华慈善总会驰援灾区，支持保障受灾群众紧急生活物资采购、应急救援设备支持，以及灾后基础 设施修复等关键环节，助力受灾民众渡过难关、重建家园。 北京字节跳动公益基金会宣布捐赠1000万元，将联合深圳壹基金公益基金会、北京平澜公益基金会、中国红十字基金会等公益机构，根据灾区需求支援京 津冀等受灾严重地区，提供卫生用品、生活安置、儿童物资等应急物资，解决部分灾区物资缺乏的问题。 北京字节跳动公益基金会称，其后续将聚焦灾区青少年、老年人等群体需求，支持开展灾后益童 ...

Core Viewpoint - The article highlights the severe impact of extreme rainfall in northern China, leading to significant casualties and property damage, prompting various companies to provide disaster relief support [2][3]. Group 1: Disaster Impact - As of July 28, the average rainfall in Beijing reached 165.9 mm, with the highest recorded in Miyun and Huairou districts, resulting in 30 fatalities [2]. - The continuous heavy rainfall has caused serious flooding and geological disasters in regions including Beijing, Tianjin, Hebei, Jilin, and Shandong, leading to major casualties and financial losses [2]. Group 2: Corporate Response - NIO announced a donation of 2 million yuan to support emergency supplies and infrastructure repair for affected communities [3]. - ByteDance's charity foundation pledged 10 million yuan to provide essential supplies and support for the severely affected areas [5]. - Ideal Auto donated 10 million yuan to assist with emergency rescue and post-disaster recovery efforts [8]. - Xiaomi's charity foundation contributed 5 million yuan in cash and 350,000 yuan worth of emergency supplies, including power banks and flashlights, for immediate aid [10][12]. - Oriental Selection announced a donation of 1 million yuan in cash and supplies to support disaster relief efforts in Beijing and Hebei [12].

★ 宏观动态 ★ 国家育儿补贴方案公布，3周岁以下婴幼儿每孩每年3600元 国家育儿补贴制度实施方案7月28日公布。《实施方案》明确了补贴对象和标准，育儿补贴制度从2025年1月1 日起，对符合法律法规规定生育的3周岁以下婴幼儿发放补贴，育儿补贴按年发放，现阶段国家基础标准为每 孩每年3600元，发放补贴至婴幼儿年满3周岁。 其中，对2025年1月1日之前出生、不满3周岁的婴幼儿，按应补贴月数折算计发补贴。对按照育儿补贴制度规 定发放的育儿补贴免征个人所得税。在最低生活保障对象、特困人员等救助对象认定时，育儿补贴不计入家庭 或个人收入。 居民换购住房退税政策自实施以来已退还个税111亿元 国家税务总局副局长蔡自力28日在国新办新闻发布会上表示，"十四五"期间，国家还出台或延续了一系列个税 优惠政策，其中，延续实施全年一次性奖金单独计税、400元以下汇算补税豁免等受众面广的优惠政策，减免 个税5800亿元，居民换购住房退税政策自2022年10月实施以来，已退还个税111亿元等，有效减轻了这部分人 员税收负担。 "从今年刚结束的个税汇算看，有超过1亿的纳税人依法申请退税1300多亿元，还有700多万纳税人自行依法 ...

Core Viewpoint - The departure of Dou Dou (Wang Ruo Dun), a leading anchor of Dongfang Zhenxuan, marks the complete disintegration of the "golden generation" of knowledge-based e-commerce anchors, following the exits of Dong Yuhui and Jing Wen within a year [8][9]. Summary by Sections Departure of Dou Dou - Dou Dou announced his departure from Dongfang Zhenxuan, stating that he had proposed leaving five times during his tenure but ultimately decided to pursue independent entrepreneurship at this stage of his life [4][5]. - An internal source indicated that Dou Dou's departure was not surprising, as the company's operational model had become routine [2][5]. Impact on Dongfang Zhenxuan - Dou Dou's exit is significant as he is the third top anchor to leave within a year, following Dong Yuhui and Jing Wen, which raises concerns about the company's talent retention [9]. - Despite Dou Dou's departure, the performance of Dongfang Zhenxuan's "Meili Shenghuo" account remained stable, with no significant drop in followers and sales exceeding 100 million yuan in the past month [12]. Financial Performance - Dongfang Zhenxuan's financial report for the 2025 fiscal year showed a 9.3% year-on-year decline in operating income to 2.187 billion yuan, with a shift from a net profit of 160 million yuan to a net loss of 96.5 million yuan [10]. - Even after excluding the one-time impact of the separation from "Yu Hui Tong Xing," the adjusted net profit was only 32.7 million yuan [10]. Future Plans of Dou Dou - Dou Dou has accelerated his commercialization efforts post-departure, with plans to officially launch a new team in August, allocating 50% of his efforts to live streaming, 30% to short videos, and 20% to other areas [7][9]. - He expressed a desire to accept invitations from the entertainment industry, indicating a shift in his career focus [7]. Industry Trends - The live e-commerce industry is experiencing a trend of "de-headification," leading Dongfang Zhenxuan to shift resources towards self-operated products and supply chains, diminishing the individual value of anchors [12]. - Following the split with "Yu Hui Tong Xing," the company has indicated that it will not allow any anchor to establish an independent platform [12].

Core Insights - The departure of Dongdong (Wang Ruodun) from Dongfang Zhenxuan has sparked widespread attention, marking the disintegration of the "golden generation" of knowledge-based e-commerce hosts [2][7] - Dongdong's income reportedly multiplied during his time at Dongfang Zhenxuan, but he expressed a desire to pursue independent entrepreneurship at this stage of his career [2][3] - Dongdong's exit follows the departures of other key hosts, including Dong Yuhui and Jingwen, indicating a trend of talent loss within the company [7][8] Group 1: Departure and Reactions - Dongdong announced his departure from Dongfang Zhenxuan, stating that he had previously expressed a desire to leave five times but was supported by the company during those discussions [3][4] - An internal source indicated that Dongdong's departure was not surprising, as the company's operational model had become routine [4][6] - Dongdong's new team is set to officially launch operations in August, with plans to allocate 50% of efforts to live streaming and 30% to short videos [6][8] Group 2: Impact on Dongfang Zhenxuan - Dongdong's exit is seen as a significant loss for Dongfang Zhenxuan, which has already experienced a decline in its commercial performance following the departure of Dong Yuhui [8][9] - The company's revenue for the fiscal year ending November 2024 showed a 9.3% year-on-year decline to 2.187 billion yuan, with a shift from a net profit of 160 million yuan to a net loss of 96.5 million yuan [8][9] - Despite Dongdong's departure, the performance of the "Meili Shenghuo" account remained stable, with sales exceeding 100 million yuan in the past month [10]

Group 1 - The Hang Seng Index rose by 0.68% while the Hang Seng Tech Index fell by 0.24% [1] - Heng Rui Medicine saw a significant increase of over 24% [1] - CanSino Biologics increased by over 10% [1] Group 2 - Ningde Times and Dongfang Zhenxuan both rose by over 6% [1] - Ganfeng Lithium experienced a decline of over 6% [1] - Mixue Group fell by nearly 5% [1]