Wind数据显示，截至7月7日，已有49家上市公司披露中报业绩预告，其中37家业绩预增。分板块来 看，科创板上市公司释放业绩向好信号，板块中半导体行业公司泰凌微、芯动联科、芯朋微等均预告 2025年上半年归母净利同比大增。创业板中盈利家数近10家，汽车、电子板块表现亮眼，涛涛车业、长 川科技等预增近100%。 科创100ETF增强指数基金(588680)一度涨超1%。拉长时间看，截至7月7日，科创100ETF增强指数基金 近1年净值上涨51.41%，排名可比基金第一，近3个月超越基准年化收益为16.15%，排名可比基金第 一。 东方证券指出，中国科技创新发展带动经济新旧动能转换，是当下时代最激动人心的主题。在各个行业 普遍更加注重开放、交叉、合作的当下，"强链补链"、"围绕产业链部署创新链"、企业间通过竞争锻造 更强实力的意义被大大低估，由此判断，在科技与产业的领域，未来基于协同的创新将层出不穷，成为 持续提振投资者预期与信心的催化剂。 财通证券认为，在当前市场高位整固阶段，中报披露期是挖掘结构性机会的关键窗口。市场整体估值承 压时，业绩驱动成为关键因素。可结合行业景气度分批布局，关注"营收增速跳升"和"盈利 ...

Core Viewpoint - The signing of multiple projects related to the cattle and sheep industry at the 31st Lanzhou Fair marks a significant step in revitalizing the traditional cattle and sheep industry in Linxia, Gansu Province, showcasing its potential for modernization and expansion [1][2]. Group 1: Industry Overview - The cattle and sheep industry in Linxia has a long history and strong foundation, with a livestock scale of 1.1879 million cattle and 11.3152 million sheep, highlighting its importance in the local economic structure [1]. - Notable local brands such as Dongxiang Gong Sheep and Kangle Beef have established a reputation, serving as quality representatives of the industry and valuable heritage [1]. Group 2: Project Signings and Investments - During the Lanzhou Fair, Linxia signed 103 projects with a total investment of 25.852 billion yuan, reflecting the efforts of various levels of government and enterprises in promoting the industry [2]. - The introduction of 85 related projects, including the extraction of Tibetan Plateau yak blood and chlorinated hemoglobin, represents a total investment of 14.7 billion yuan, indicating strong industrial potential [1]. Group 3: Industry Development Strategies - Linxia is extending its cattle and sheep industry from pure breeding to upstream and downstream industries, incorporating advanced breeding technologies and management models [2]. - The establishment of a key industry chain management mechanism and a focused investment attraction strategy aims to enhance the cattle and sheep industry's supply chain [2]. - Local government officials are actively engaging with businesses in other provinces to foster partnerships and expand investment channels [2].

7月1日，省委常委、市委书记吴桂英调研部分重点企业运行和项目建设情况，听取意见和建议，协调解决实 际问题。她强调，要深入贯彻习近平总书记关于湖南工作的重要讲话和指示批示精神，聚焦高质量发展这个首要 任务和构建新发展格局这个战略任务，放大产业特色优势，加大企业培育力度，提速项目建设步伐，加快建设现 代化产业体系，为推动高质量发展注入动力活力。 7月1日，省委常委、市委书记吴桂英调研部分重点企业运行和项目建设情况，来到广汽埃安新能源汽车股份 有限公司长沙分公司。 三一智联重卡产业园调研现场。 吴桂英来到广汽埃安新能源汽车股份有限公司长沙分公司、三一智联重卡产业园、比亚迪新能源汽车零部件 产业园项目，听取企业生产经营、项目推进情况介绍。她指出，要坚持把制造业高质量发展放在突出位置，充分 发挥链主企业在产业协同、创新驱动等方面的引领带动作用，加快产业链强链补链延链，促进产业集群、企业集 聚、要素集约、项目集成。 吴桂英来到蓝思智能装备研发生产基地项目。 长沙惠科光电有限公司调研现场。 在蓝思智能装备研发生产基地项目、长沙惠科光电有限公司，吴桂英认真听取企业生产经营和发展规划介 绍，了解生产工艺流程和研发创新、市场销售 ...

朗迪集团：拟以不超1.21亿元收购聚嘉科技不超过20.1667%股权 智通财经6月30日电，朗迪集团(603726.SH)公告称，公司拟以现金方式收购宁波聚嘉新材料科技有限公 司不超过20.1667%的股权，总价不超过1.21亿元。宁波聚嘉新材料科技有限公司是目前行业内唯一具备 从高性能LCP纤维级基体树脂、改性树脂到高性能LCP纤维全产业链规模化生产及研发能力的高科技企 业。LCP作为一种高端特种工程材料，在航空航天、工业输送、光缆电缆、高端绳缆等关键领域应用广 泛，市场前景广阔。本次投资若顺利完成，将积极推动公司实现新材料板块补链强链，助力公司产品向 汽车电子、低空飞行、人形机器人等新兴领域拓展。 ...

"凭借卓越工艺和高效产能，梧州已成为全球人工宝石加工与销售的核心枢纽。"梧州市宝石产业发展服 务中心主任蒋良琼表示，当地正通过"延链、补链、强链"战略，不仅巩固加工优势，更引导企业向下游 饰品领域拓展，完善产业链条，以提升在全球市场的份额和竞争力。 为进一步推动宝石产业的发展，梧州市政府出台了一系列扶持政策，包括加大财政投入、提供税收优 惠、加强人才培养等。"我们还积极举办宝石节等活动，提升梧州宝石的知名度和美誉度。"蒋良琼说。 如今，梧州人工宝石产业已形成年产值超百亿元人民币的庞大集群，产品远销全球100多个国家和地 区。全球众多珠宝行业采购商和国际时尚品牌在此设立办事机构。 中新网梧州6月27日电(张广权)参加2025年海外华文媒体广西行的媒体代表们26日走进"世界人工宝石之 都"广西梧州，聚焦当地人工宝石产业，探寻传统技艺与现代科技深度融合发展之路。 在广西喜荟天成科技有限公司的生产车间内，智能化生产线有序运转，经过精密加工，一粒粒晶莹剔透 的人工宝石源源不断"生成"。 "一克拉天然钻石价格高昂，人工宝石让'宝石梦'触手可及。"广西喜荟天成科技有限公司办公室主任庞 文平介绍，在模拟天然形成条件下，通过科 ...

Core Insights - The event showcased Wanliyang's advanced intelligent manufacturing capabilities and emphasized the importance of strategic collaboration between vehicle manufacturers and core component suppliers in enhancing industry resilience [2][3][9] Company Overview - Wanliyang has established itself as a leader in the automotive transmission sector, producing 1.3 million passenger car transmissions, 1.1 million commercial vehicle transmissions, and 350,000 electric vehicle reducers annually [3] - The company has maintained the top market share in light commercial vehicle transmissions for over a decade and has received accolades such as the "National Manufacturing Single Champion Demonstration Enterprise" [3] Strategic Focus - Wanliyang's strategy includes a comprehensive product matrix that spans traditional and new energy vehicles, covering light, medium, and heavy trucks [3] - The company aims to innovate through modular, lightweight designs that integrate smart, efficient, low-carbon, and reliable technologies, addressing domestic market gaps [3][6] Market Performance - The commercial vehicle market in China is transitioning to a phase of stock competition and structural upgrades, with challenges such as declining logistics prices and stringent emission regulations [3][4] - In the first five months of 2025, Foton's heavy truck sales increased by over 70%, highlighting the market's resilience and the effectiveness of strategic partnerships [4] Technological Advancements - Wanliyang has developed a new generation of AMT (Automated Manual Transmission) systems, achieving significant market share and reliability in the heavy truck sector [5][6] - The company is also expanding into humanoid robotics, leveraging its expertise in reducers and motors to tap into a growing market [7][8] Collaborative Ecosystem - The partnership between Wanliyang and Ouman exemplifies a collaborative ecosystem that focuses on deep trust, joint technology development, and value creation [3][10] - This collaboration aims to enhance product competitiveness and operational value for customers, addressing the industry's pressing challenges [3][10]

Core Viewpoint - The Han Jing Semiconductor Industrial Base in Shenyang is rapidly advancing, with significant government support and a focus on filling gaps in the domestic semiconductor supply chain [2][3]. Group 1: Project Overview - The Han Jing Semiconductor Industrial Base covers an area of 96,000 square meters and includes various facilities such as quartz and silicon carbide plants, a research center, and employee accommodations [1]. - The project has received a total investment of 1 billion yuan and is expected to address critical supply chain issues in the semiconductor industry [2]. Group 2: Industry Impact - The new factory will establish two production lines that will fill gaps in the domestic semiconductor industry, particularly in high-purity quartz and silicon carbide components [2]. - The factory aims to produce the highest precision quartz production line globally and the first ultra-high purity quartz production line in China, targeting advanced processes below 10 nanometers [2]. - The introduction of a silicon carbide component production line will reduce delivery times from 36 months to 12 months, significantly alleviating long delivery challenges faced by the industry [2]. Group 3: Future Plans and Employment - The research center at the new factory will focus on developing advanced semiconductor equipment components to strengthen the domestic semiconductor industry [3]. - The project is on track for completion, with construction expected to finish by the end of July, equipment installation in August, and trial production in October, creating 1,000 job opportunities [3].

Core Insights - The East Star Grouper, a high-end fish species, has seen a significant increase in market demand, with prices reaching 180 yuan per pound in late 2022, leading to expanded farming operations in Hainan [1][2] - The total aquatic product output in Wanning reached 97,000 tons in 2022, a year-on-year increase of 7.5%, with fishery output value growing by 27.1% to 4.427 billion yuan [1] - The establishment of a research base by a team from the Chinese Academy of Engineering has improved the survival rate of East Star Grouper seedlings to around 70% and enhanced artificial breeding techniques [2] Industry Development - Wanning has become a hub for East Star Grouper farming, with over 1,800 acres of farming area planned, which will double production capacity once fully operational [1] - The local government and industry associations are focusing on establishing industry standards and enhancing market development to ensure quality and safety in the East Star Grouper sector [3] - The number of businesses related to East Star Grouper has exceeded 150, covering various aspects such as seedling breeding, farming, processing, and leisure fisheries [2] Technological Advancements - Research efforts have led to breakthroughs in disease prevention and breeding techniques, with the survival rate of artificially hatched East Star Grouper now reaching 4% to 6% [2] - Companies are working on localizing feed production to reduce reliance on imported materials, which is crucial for the growth of the East Star Grouper farming industry [3] - The collaboration between research institutions and local companies has resulted in significant advancements in the breeding and farming of East Star Grouper, contributing to the overall growth of the industry [2][3]

事件概述 2025 年 6 月 10 日，海光信息、中科曙光复牌。 核心观点 本次交易前，中科曙光的总股本为1,463,203,784 股，参与本次换股的中科曙光股票为1,463,115,784 股， 按照换股比例1:0.5525 计算，海光信息为本次换股吸收合并发行的股份数量合计为808,371,470 股。 本次换股吸收合并中，海光信息拟购买资产的交易金额为换股吸收合并中科曙光的成交金额（交易金额 =中科曙光换股价格×中科曙光总股本），为11,596,655.70 万元。本次换股吸收合并完成后，中科曙光 作为被吸收合并方将终止上市；海光信息作为存续公司，仍无实际控制人，本次交易完成后，最大股东 持股10.12%，中科算源直接持有海光信息4.78%的股份。 "硬件-软件-生态"协同发展，"强链补链延链"提升产业链韧性。海光信息通用CPU、DCU 系列产品已经 成为我国信息技术领域的主流产品；中科曙光在高端计算、存储、安全、数据中心基础设施等领域拥有 深厚的技术沉淀和领先的技术优势。双方有愿望通过"强链补链延链"，进一步提升产业链韧性，形成完 整的产品供应体系。 产品设计与应用紧密结合，形成领先的技术竞争优势 ...

根据市场公开信息及6月11日披露的机构调研信息，知名私募煜德投资近期对2家上市公司进行了调研，相关名单如下： 1）北化股份 （煜德投资参与公司特定对象调研&现场方式进行投资者交流） 调研纪要：北化股份在2024年和2025年的经营状况和战略规划进行了详细说明。2024年，公司西安生产线关停导致硝化棉产销量减少，同时防化 及环保产业受专项订货及审价退款等因素影响，营业收入及利润水平出现下滑。2025年，公司预计硝化棉市场需求保持稳定，油墨行业高端彩印 市场增长，含能棉市场需求有所增长。公司持续推进硝化棉产品结构优化，定价机制灵活，随行就市。公司注重安全环保投入，通过多种措施确 保产线安全风险可控。公司2025年一季度营业收入和利润总额分别增加14,690万元和4,572万元。公司计划聚焦主责主业，内生与外延发展并重， 积极论证闲置募集资金投向规划。 上海煜德投资管理中心（有限合伙）由长期业绩卓越、专注价值成长投资的资深基金经理靳天珍先生创办。公司打造出专家型投研团队和复合型 运营团队，2017年为创造新时代业绩再次出发。煜德投资及所管理的基金立足中国证券市场，聚焦A股上市公司投资机会，同时在海外市场及对 冲基金 ...