·财政部：自2025年9月1日起，吉林省实施境外旅客购物离境退税政策 ·我国建成5G基站459.8万个实现"县县通千兆、乡乡通5G" 【重点关注】 ·商务部：下半年我国服务贸易发展将迎来诸多机遇和有利条件 ·国家统计局：1-7月份全国规模以上工业企业实现利润总额40203.5亿元 【国内要闻】 ·灵活就业和新就业形态劳动者权益保障座谈会27日在京召开，全国人大常委会副委员长王东明出席并 讲话。王东明指出，要立足部门职责扎实做好关心关爱灵活就业和新就业形态劳动者工作。要突出问题 导向推动解决急难愁盼，增强监督实效，深入基层一线做深做实调查研究，推动完善体制机制和法律制 度。 ·工业和信息化部近日印发《关于优化业务准入促进卫星通信产业发展的指导意见》，提出到2030年， 卫星通信管理制度及政策法规进一步完善，产业发展环境持续优化，各类经营主体创新活力充分迸发， 基础设施、产业供给、技术标准、国际合作等综合发展水平显著提升，手机直连卫星等新模式新业态规 模应用，发展卫星通信用户超千万，推动卫星通信充分融入新发展格局，有力服务经济社会高质量发 展。《指导意见》围绕促进卫星通信产业高质量发展，从有序扩大市场开放、持续拓 ...

Summary of Anjie Technology Conference Call Company Overview - Anjie Technology reported a revenue decline of 11.94% year-on-year to 2.18 billion RMB in the first half of 2024, with net profit decreasing by 55% to 30.66 million RMB, primarily due to customer product price reductions and lower-than-expected shipment volumes [2][3] Key Financial Metrics - **Revenue Breakdown**: - Smart terminals: 1.225 billion RMB (56% of total revenue), down 10% YoY - New energy vehicles: 720 million RMB (33% of total revenue), down 8.78% YoY - Information storage products: 208 million RMB [3] - **Profitability**: - Overall gross margin decreased by 4.55% - Gross margins for major clients: A client at approximately 25% and T client at 20%, with T client's margin significantly impacted by ongoing losses at its U.S. factory [2][7] Market Dynamics - The company expects to benefit from Apple's innovation cycle, particularly with the potential increase in unit value for foldable screen phones from over 2 USD to more than 3 USD [2][5] - Anjie Technology supplies components for Huawei's foldable phones, with a unit value of around 30 RMB, but the market volume is relatively small [6] Future Outlook - For the full year 2025, Anjie Technology projects revenue between 4.8 billion and 5 billion RMB, with net profit expected between 260 million and 300 million RMB [3][8] - Revenue contributions are anticipated from: - Apple clients: approximately 1.6 billion RMB - New energy vehicle business: around 1.7 billion RMB - Precision business: about 700 million RMB [8] Emerging Opportunities - The company is exploring new product designs and unit value enhancements, particularly in non-phone products like AirPods, tablets, and laptops, which may further increase unit values [5] - AR/VR products related to Meta contributed approximately 20 million RMB in the first half of 2025, with expectations to reach over 50 million RMB for the full year [9] Risks and Challenges - The decline in profitability is attributed to customer product price reductions and unmet shipment expectations, leading to a revenue loss of about 200 million RMB and a net profit impact of approximately 60 million RMB [7][8] - The U.S. factory is projected to continue incurring losses in the third and fourth quarters, although improvements are expected [8]

润达医疗 20250827 摘要 润达医疗 2025 年上半年营收同比下降，主要受医疗政策影响，但经营 性现金流保持健康，为 1.54 亿元。公司通过优化业务结构和内部管理， 亏损幅度有所收窄。 集约化区检业务收入同比下降 24%，但自产产品出口收入增长 75%。AI 新业务加速落地，信息化收入约 9,300 万元，其中 AI 相关产 品服务收入约 5,000 万元。 公司推出医生端"良医"和公众端"小慧"AI 产品，覆盖诊前、诊中、 诊后全流程，并与华西医院、齐鲁医院等合作开发专病智能体，已为 100 多家医院提供 AI 解决方案。 AI 业务面临交付能力瓶颈，但市场需求迫切，意向合作医院项目金额约 10 亿元，大型三甲医院交付周期需 3-4 个月，定制化需求导致交付周期 较长。 公司在 ToC 端与美年健康、泰平保险等合作探索院外场景，计划通过与 医院合作，由医生向患者推广 AI 健康管理服务，如与温州医科大学附属 第一医院合作推广体检智能体。 Q&A 润达医疗在 2025 年上半年业绩表现如何？ 2025 年上半年，润达医疗实现营业收入 34.66 亿元，同比下降 16%。归母净 利润为-1.21 亿元 ...

仙乐健康研发中心功能原料创新总监甘聃表示，依托上海全球顶级的原料供应商资源的同时，公司与长 三角的高校、中科院研究所及企业研发中心深度融合，通过产学研共创，快速推进仿生增效、生物转化 等合成生物学原料的创新突破。 新华财经上海8月27日电（记者胡洁菲）作为"上海之源"崧泽文化的发源地，青浦区具有水网密布、河 流纵横的生态特色。如今，在这片承载历史文脉与水乡风貌的土地上，一座以"数"为引领的科创园区 ——长三角绿洲智谷·赵巷园区（以下简称"长三角绿洲智谷"）正加速崛起。绿色低碳成果持续涌现， 数字能源的"种子"生根发芽，"中国智造"机器人走向国际舞台……这座集总部研发、科创孵化、商业服 务、人才公寓及公共配套于一体的智慧产城社区，正成为"长三角数字干线"上一颗璀璨的明珠。 本期"走进科创园区"大型全媒体系列调研行走进长三角绿洲智谷，探访从江南水乡到数字干线的跃迁之 路，触摸"中国智造"的创新脉搏，看长三角绿洲智谷如何以生态为纸、科技为笔，在长三角一体化示范 区的画卷上，描绘出一幅"绿""智"交融的未来发展图景。 加"数"蝶变，"数字干线"涌现创新动能 地处长三角一体化示范区、上海市西软件信息园核心区，长三角绿洲 ...

新华财经布加勒斯特8月27日电（记者张改萍）26日，华为在罗马尼亚布加勒斯特国家剧院举行新品发 布会，正式推出Pura 80系列智能手机和MatePad 11.5平板电脑。发布会主题为"传递光影唤醒生命"，旨 在展示华为在影像技术和创意表达方面的最新成果。 华为罗马尼亚产品主管阿德莉娜·斯坦库（Adelina Stancu）表示，"传递光影唤醒生命"理念包含两个层 面：一方面是产品层面，Pura 80 Ultra凭借出色的一英寸传感器捕捉光线，呈现惊艳的摄影效果；另一 方面，它象征创意工具对表达自由的赋能，让影像充满生命力，而不仅仅是记录光影。她还表示，华为 在罗马尼亚市场持续拓展产品线，重点从移动影像向平板领域延伸，推动生产力提升和教育赋能。 发布会现场还设置了穿戴产品体验区。主办方介绍，截至2025年6月，华为穿戴设备全球发货量已超过2 亿台，2025年第一季度同比增长42.4%，位居全球穿戴市场首位。在波兰、保加利亚、罗马尼亚、塞尔 维亚、土耳其和克罗地亚市场，华为穿戴产品的市场份额均排名第一。 （文章来源：新华财经） 发布会现场，当地演员还表演了剧作家易卜生戏剧《培尔·金特》，展示Pura 80 Ul ...

Group 1: Satellite Communication Industry - The Ministry of Industry and Information Technology issued guidelines to promote the high-quality development of the satellite communication industry, focusing on six areas including market expansion and application scenarios [1] Group 2: Urban Village Renovation - The Shanghai Municipal Government released implementation opinions to accelerate the renovation of urban villages through various methods such as overall project renovation and planning [2] Group 3: Biopharmaceutical Innovation - The Ministry of Commerce and Jiangsu Provincial Government launched a plan to support biopharmaceutical and medical device technology innovation, aiming to break through key core technologies [3] Group 4: Individual Business Support - The State Administration for Market Regulation held a meeting to discuss support measures for individual businesses, emphasizing the role of platform companies and financial institutions in enhancing operational capabilities [4] Group 5: Huawei AI SSD Products - Huawei launched three new AI SSD products, achieving the industry's largest single-disk capacity of up to 245 TB [5] Group 6: QFII Holdings in A-shares - As of August 26, QFII held significant positions in several A-share companies, with the largest holding in Shengyi Technology at 9.55 billion yuan [9][10] Group 7: U.S.-India Tariff Impact - The U.S. imposed a 50% tariff on Indian imports, which may reduce India's annual economic growth rate by 0.6 to 0.8 percentage points [12] Group 8: OpenAI Restructuring Delays - OpenAI's restructuring plan is facing delays due to unresolved disputes with major shareholder Microsoft [13] Group 9: Real Estate Market Recovery - Recent policy relaxations in cities like Suzhou are expected to accelerate the recovery of the real estate market, with a focus on core cities and reputable developers [14]

Group 1 - Huawei Cloud announced its Tokens service is fully integrated with CloudMatrix384 super nodes, leveraging a "mixed bag" advantage to enhance performance through system innovation [1] - The xDeepServe architecture innovation allows for a maximum of 2400 TPS and 50 ms TPO, achieving high throughput and low latency performance that surpasses industry standards [1] - In the past 18 months, China's AI computing power demand has grown exponentially, with daily Token consumption increasing from 100 billion at the beginning of 2024 to over 30 trillion by June 2023, reflecting a growth of over 300 times [1] Group 2 - CloudMatrix384 super nodes are a revolutionary AI architecture introduced by Huawei, designed to address traditional computing power bottlenecks with features such as high throughput, low latency, and high elasticity [1] - The integration of CloudMatrix384 super nodes significantly enhances Tokens processing efficiency, accelerating the commercialization of AI [1] - Shengke Communication is identified as a rare domestic Ethernet switch chip design company, targeting large-scale data center and cloud service demands with flagship chips offering switching capacities of 12.8 Tbps and 25.6 Tbps [1] Group 3 - Oulutong is a high-power server power supply provider that benefits from the growth of the AI industry and opportunities for domestic substitution [2]

Group 1 - The seventh China-Arab States Expo will focus on economic and trade cooperation, aiming to achieve new progress in trade and investment between China and Arab countries [1][4][7] - The Expo will feature several firsts, including the establishment of the China-Arab States Banking Union Council meeting and the introduction of a "Silk Road E-commerce" cooperation innovation development conference [4][5] - The event has attracted 1,082 institutions and enterprises from over 50 countries and regions, marking a record high in participation and internationalization [4][5] Group 2 - The trade volume between China and Arab countries is projected to reach $407.4 billion in 2024, with a year-on-year growth of 2.3%, maintaining China's position as the largest trading partner of Arab nations [7] - Ningxia has seen a 48.2% year-on-year increase in trade with Arab countries in the first half of the year, driven by exports of specialty products like cold-resistant vegetables [8] - The establishment of technology transfer centers and the implementation of smart agricultural technologies in Arab countries highlight the deepening technological cooperation between China and Arab nations [9] Group 3 - The Expo serves as a platform for practical cooperation, with over 40 economic matching activities planned in areas such as green low-carbon technology and digital economy [4][12] - The event reflects the growing demand from Arab countries for infrastructure, energy transition, and digital economy, providing new opportunities for China-Arab economic cooperation [11][12] - The Expo is expected to enhance trade and investment cooperation, with a focus on new industries such as new energy vehicles and high-end equipment manufacturing [12]

Core Viewpoint - Huawei has launched a new high-end SSD series optimized for AI workloads, addressing the increasing data demands and performance limitations of traditional SSDs in AI applications [1][2]. Group 1: Product Launch and Features - The new SSD series includes three types: OceanDisk EX (extreme performance), SP (high performance), and LC (large capacity), catering to different AI application scenarios [2]. - Huawei aims to break the performance and capacity bottlenecks of existing SSDs, emphasizing high performance and large capacity as key differentiators [2]. Group 2: Market Context and Competition - The global SSD market is currently dominated by overseas manufacturers, with the top five brands being Samsung, SK Hynix, Micron, Kioxia, and SanDisk as of Q1 2025 [2]. - Domestic manufacturers like Huawei are increasing their SSD investments to capitalize on new AI opportunities, as the performance bottleneck in systems is shifting from CPU to SSD [2]. Group 3: Technological Innovations - Huawei has developed a 32Die high-density stacking technology, enabling SSDs with capacities of 128TB and 245TB [3]. - The SpeedFlex technology allows for increased density and improved heat dissipation in SSDs, addressing challenges in compact environments [3]. - Future R&D directions include increasing single-drive capacity to 512TB and 1PB, enhancing performance, and offloading AI computing tasks to SSDs to improve data processing efficiency [3].

寒武纪股价又创新高了！8月27日，该公司股价一度涨超9%，最高达到1464.98元/股，市值超6000亿 元。但相较于以往，寒武纪这次达到的高度有着不同的意义，因为该公司的股价首次超过了贵州茅台， 在A股"股王"的位置短暂待了几分钟，被网友戏称"'寒王'上位"。不过下午大盘出现回调，截至收盘， 寒武纪股价回落至1372.1元/股，涨幅为3.24%，市值为5740亿元。 当日股价的强势上涨，除受大盘整体走势及AI概念热度带动外，最直接的驱动因素是寒武纪刚发布的 2025年上半年业绩——营收同比暴涨逾4300%，并实现超10亿元的盈利。考虑到寒武纪长期处于亏损状 态，此番扭亏更显不易。然而也应看到，前方有英伟达这样的巨头树立技术与生态壁垒，周围还有众多 国内芯片企业崛起，寒武纪虽迎来高光时刻，仍需在激烈的市场竞争中持续证明自己的长期价值。 短暂的"股王" 值得一提的是，寒武纪当日的股价一度超过贵州茅台，成为A股股价最高的股票，虽然这种情况只维持 了几分钟的时间，寒武纪的"股王"宝座很快重新回到贵州茅台的手里。 飙升的业绩 以市值来计算，寒武纪与贵州茅台还有很大差距，截至当日收盘，寒武纪的市值为5740亿元，贵州茅 ...