央视网消息：2024年中国"三新"经济增加值占GDP的比重突破18%，助力经济发展，催生新就业岗位，展现出了强大的活力。 中国香港 文汇网：中国"三新"经济迅猛发展 "三新"经济是以新产业、新业态、新商业模式为核心内容的经济活动的集合。经核算，2024年中国"三新"经济增加值为242908亿元，比上 年增长6.7%，占GDP的比重为18.01%，占比逐年提高。"三新"经济催生了大量新就业岗位。中国日前发布第七批新职业与新工种，包括17个 新职业、42个新工种信息，其中人工智能、无人机及新消费领域的就业带动效应显著。 中国香港 中评网：工业经济运行"向稳向新向优" 面对更加严峻复杂的外部环境，中国的新型工业化加快推进，呈现出"向稳、向新、向优"的特点。产业创新平台建设持续推进，截至今年 6月底，中国已建成33家国家级制造业创新中心，241家中试平台纳入重点培育库。人工智能赋能作用持续加强，中国培育并开源人工智能大模 型，加快在电子、原材料、消费品等行业应用，形成了一批新模式新业态。接下来中国还将扎实推动科技创新和产业创新融合发展，加快实 施"人工智能+"行动，推动人形机器人、元宇宙、脑机接口等未来产业创新发展。 ...

Core Viewpoint - The company plans to utilize part of the excess funds raised from its IPO to invest in a new smart manufacturing production base in Vietnam, aiming to enhance production capacity and meet the growing demand for gaming machine components and optical communication products [6][19]. Fundraising Overview - The company raised a total of RMB 185,493.95 million from the IPO, with a net amount of RMB 168,924.74 million after deducting issuance costs of RMB 16,569.21 million [1][2]. - The excess funds amount to RMB 38,706.91 million [2]. Fund Utilization - The company has approved the use of RMB 13,000 million of the excess funds to acquire 52% equity in Shenzhen Xike Industrial Co., Ltd. [3]. - The total investment for the new project in Vietnam is RMB 18,029.47 million, with construction costs of RMB 15,035.99 million [7]. Project Details - The new project aims to enhance production capacity for gaming machine components and optical communication products by establishing a manufacturing base in Vietnam [6][12]. - The project is expected to generate an average annual sales revenue of RMB 68,742.50 million, with an investment return rate of 29.01% and a payback period of 7.32 years [7]. Market Analysis - The increase in disposable income in China has led to a significant rise in consumer spending on entertainment, particularly gaming, with the gaming accessories market projected to grow from USD 16.49 billion in 2024 to USD 34.24 billion by 2031 [8]. - The optical communication market is also expanding due to the growing demand for data centers and AI infrastructure, with the global data center market expected to reach USD 96.8 billion [9]. Strategic Importance - The project aligns with national policies promoting new industrialization and digital economy development, providing a favorable environment for the company's growth [10][11]. - The establishment of the manufacturing base in Vietnam is crucial for enhancing the company's international market strategy and ensuring stable supply to overseas clients [13][19]. Approval Process - The board of directors and the supervisory board have approved the use of excess funds for the new project, which will be submitted for shareholder approval [20]. - The company will open a special account for the management of the raised funds to ensure compliance with regulatory requirements [19].

Core Viewpoint - Zhejiang Zhongli Machinery Co., Ltd. focuses on the research, development, production, and sales of electric forklifts and other industrial vehicles, benefiting from the depreciation of the RMB and the growing demand for automation in logistics and material handling [2][3][4]. Company Overview - Zhejiang Zhongli Machinery Co., Ltd. was established on September 20, 2007, and is located in Anji County, Huzhou City, Zhejiang Province. The company specializes in electric forklifts and other industrial vehicles [8]. - The company's main business revenue composition is 98.85% from forklifts and related parts, with 1.15% from other sources [8]. Business Performance - For the period from January to March 2025, Zhongli achieved a revenue of 1.541 billion yuan, representing a year-on-year growth of 10.57%, and a net profit attributable to shareholders of 192 million yuan, up 9.55% year-on-year [9]. - As of March 31, the number of shareholders was 31,400, a decrease of 23.65% from the previous period, while the average circulating shares per person increased by 30.97% [9]. Market Position and Trends - The company is positioned in the machinery equipment sector, specifically in engineering machinery, and is part of several concept sectors including new industrialization, new shares, smart logistics, and robotics [8]. - The company has a strong focus on technological innovation and product development, utilizing a unique "forward research and development" model to meet market demands [2][4]. Financial Insights - As of July 31, Zhongli's stock price decreased by 0.93%, with a trading volume of 113 million yuan and a market capitalization of 15.856 billion yuan [1]. - The average trading cost of the stock is 41.60 yuan, with recent trading activity indicating a decrease in holdings but at a slowing rate [7].

基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据；基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。 根据巨灵统计的数据显示，近30天（7.1-7.31）共有442只基金产品的基金经理发生离职变动。其中今天（7.31）有18只基 金产品发布基金经理离职公告，从变动原因上来看，有7位基金经理是由于工作变动而从管理的18只基金产品中离职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变动日期 | 任职状态 | 变动原因说明 | | --- | --- | --- | --- | --- | --- | --- | | 姚璐伟 | 工银瑞信稳健丰盈30天滚动持有债券A | 020524 | 2025/7/31 | 2025/7/29 | 蜜脂 | 工作变动 | | | 工银瑞信稳健丰盈30天滚动持有债券C | 020525 | 2025/7/31 | 2025/7/29 | 离廊 | 工作变动 | | 徐猛 | 华夏中证动漫游 ...

Core Viewpoint - The Hong Kong Innovation and Technology Bureau aims to increase the number of smart production lines supported under the "New Industrialization Subsidy Scheme" to at least 130 by 2027, with current progress aligning with expectations [1][2] Group 1: Subsidy Program Details - Since the launch of the "Subsidy Scheme," the New Industrial Review Committee has supported 66 applications, involving over 100 production lines across various industries including food manufacturing, textiles, construction materials, medical devices, biotechnology, and renewable energy [1] - Approximately 40% of the projects under the "Subsidy Scheme" have requested funding amounts below HKD 2.8 million, indicating a significant number of applicants may benefit from the new optimization measures aimed at expediting the approval process [2] Group 2: Optimization Measures - The latest optimization measures intend to accelerate the approval process for projects with funding requests below HKD 2.8 million, simplifying documentation requirements and review procedures [1][2] - The average notification time for applicants regarding approval results is currently 35 working days, with expectations for further reductions following the implementation of the new measures [2] Group 3: Future Initiatives - The Hong Kong Innovation and Technology Bureau plans to launch a two-year "Manufacturing and Production Line Upgrade Support Pilot Scheme" within the year to provide matching grants for local manufacturers to adopt smart production technologies [2] - A consultancy study will be initiated to explore the long-term development of new industries in Hong Kong, focusing on leveraging innovative technologies to assist traditional manufacturing in upgrading and transforming [2]

Core Viewpoint - The meeting between the Minister of Industry and Information Technology, Li Lecheng, and the delegation led by the Chairman of the US-China Business Council, Myron Brilliant, focused on enhancing cooperation in sectors such as machinery and smart manufacturing, emphasizing the importance of foreign investment in China [1] Group 1: Government Initiatives - The Ministry of Industry and Information Technology will continue to provide support and ensure a fair, just, and open market competition environment for foreign enterprises [1] - The Ministry aims to protect the legitimate rights and interests of various market entities [1] Group 2: Foreign Investment Encouragement - There is a strong encouragement for more US companies to invest in China and actively participate in the country's new industrialization process [1] - The goal is to create favorable conditions for the healthy development of China-US industrial cooperation and economic trade [1] Group 3: Industry Response - Myron Brilliant expressed appreciation for the practical measures taken by the Ministry to support foreign enterprises operating in China [1] - The US-China Business Council will continue to promote the healthy development of China-US economic and trade relations [1]

Core Viewpoint - The company, Wuhan Gangdi Technology Co., Ltd., focuses on the industrial automation sector, specializing in the research, production, and sales of automation drive products and intelligent control systems, aligning with national strategic emerging industries [2][3][7]. Company Overview - Wuhan Gangdi Technology Co., Ltd. was established on September 28, 2015, and is located in the East Lake Development Zone of Wuhan, Hubei Province. The company is set to be listed on November 7, 2024 [7]. - The main business revenue composition includes intelligent control systems (52.72%), automation drive products (44.75%), management system software (2.51%), and others (0.02%) [7]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China [5]. Financial Performance - As of January to March 2025, the company reported operating revenue of 60.78 million yuan, a year-on-year decrease of 5.50%, and a net profit attributable to shareholders of -5.19 million yuan, a significant decline of 878.31% [8]. - The company has distributed a total of 55.68 million yuan in dividends since its A-share listing [9]. Market Activity - On July 29, the stock price of Gangdi Technology fell by 0.47%, with a trading volume of 85.80 million yuan and a turnover rate of 7.84%, resulting in a total market capitalization of 4.386 billion yuan [1]. - The stock has experienced a net outflow of 9.67 million yuan from major funds today, with a continuous reduction in major fund holdings over the past three days [4][5]. Technical Analysis - The average trading cost of the stock is 83.15 yuan, indicating some accumulation activity, although the strength of this accumulation is weak. The current stock price is near a support level of 77.20 yuan, which is critical for potential rebound or further decline [6].

Core Viewpoint - The company, Nuwei CNC, focuses on the research, production, and sales of mid-to-high-end CNC machine tools, with significant developments in the new energy vehicle sector and humanoid robotics [2][3][4]. Company Overview - Nuwei CNC is located in Suzhou, Jiangsu Province, and was established on April 29, 1997, with its stock listed on September 17, 2021 [8]. - The company specializes in over 200 models of CNC machine tools, primarily used in industries such as automotive, engineering machinery, molds, valves, automation equipment, electronics, aviation, shipping, and general equipment [3][9]. Business Segments - The main revenue composition includes: - Large processing centers: 43.88% - Vertical CNC machine tools: 30.28% - Horizontal CNC machine tools: 24.52% - Other machine tools and accessories: 0.79% - Others: 0.52% [9]. Recent Developments - As of October 31, 2023, the company has made significant strides in the new energy vehicle sector, with over 40 products suitable for applications in this field, including processing for electric motor shafts and casings [2]. - A special team has been established to focus on the development of specialized machines aimed at improving efficiency and reducing costs in the new energy vehicle sector [2]. Technological Advancements - The company has developed a series of CNC horizontal lathes tailored for the humanoid robotics industry, featuring a 30-degree inclined bed structure and modular design to meet high-precision processing requirements [4]. Financial Performance - For the period from January to March 2025, Nuwei CNC reported a revenue of 569 million yuan, representing a year-on-year growth of 3.80%, while the net profit attributable to shareholders decreased by 11.78% to 61.36 million yuan [9].

Economic News - The Ministry of Industry and Information Technology proposed to formulate financial support guidelines for new industrialization, emphasizing the importance of value creation and industry governance [1] - The State Council issued a plan for a childcare subsidy system, providing annual subsidies of 3600 yuan per child for those under three years old starting January 1, 2025 [1] - The National Energy Administration emphasized the need for monitoring electricity supply and demand, aiming to establish a unified national electricity market by the end of the year [1] - Malaysia revised its 2025 economic growth forecast down to between 4% and 4.8%, with inflation expectations adjusted to 1.5%-2.3% [1] - China and the U.S. held trade talks in Sweden to implement previous agreements and promote bilateral economic relations [1] - The Guangdong Paper Industry Association called for resisting low-price competition and maintaining market order in the paper industry [1] - The China Federation of Logistics and Purchasing reported a stable growth in social logistics, with a total of 171.3 trillion yuan in the first half of the year, a 5.6% increase year-on-year [1] Company News - Zhonghua International plans to acquire 100% equity of Nantong Xingchen from Bluestar Group through a share issuance, with the valuation and transaction price yet to be determined [5] - Huahua Co., Ltd. intends to raise up to 586 million yuan through a private placement for automation and information technology upgrades in its production lines [5] - China Tungsten High-Tech plans to acquire machinery and land use rights from Minmetals Tungsten for 123 million yuan to enhance production capacity [5] - Jidian Co. announced the full production of its integrated green hydrogen and ammonia project, which includes 700 MW of wind power and 100 MW of solar power [5] - Rejing Bio developed a rapid test kit for Chikungunya virus antibodies, although it has not yet received regulatory approval for medical use [5][6] Industry Analysis - Western Mining (601168.SH) reported a 26.59% increase in revenue to 31.619 billion yuan and a 15.35% increase in net profit to 1.869 billion yuan for the first half of 2025, indicating a new expansion cycle [7] - The company achieved significant growth in the production of various minerals, including copper (9.18 million tons, +7.65%), zinc (6.29 million tons, +18.61%), and lead (3.51 million tons, +24.63%) [8] - The copper segment remains the core business, contributing 76% of revenue and 67% of gross profit, with a notable increase in both volume and price [8] - The company’s smelting production also saw improvements, with copper production rising by 49.94% to 182,200 tons in the first half of 2025 [9] - The company maintained stable profitability, with a slight decrease in gross margin from 21.06% to 19.98% but an increase in ROE from 10.45% to 11.10% [10][11] - Future revenue projections estimate 56.03 billion yuan in 2025, 58.64 billion yuan in 2026, and 60.9 billion yuan in 2027, with corresponding net profits of 3.84 billion yuan, 4.11 billion yuan, and 4.53 billion yuan [11]

Core Viewpoint - The industrial economy in Zhangqiao District is showing positive growth, with significant increases in industrial production, investment, and key industry performance, indicating a robust economic outlook for the region [3][4]. Industrial Performance - Zhangqiao District has a diverse industrial base, with 31 major categories and a total of 666 subcategories, making it a traditional industrial hub in Jinan [3]. - The industrial added value in the district increased by 5.1% in the first half of the year, contributing 1.9 percentage points to the GDP growth [3]. - The total output value of the industrial enterprises above designated size reached 65.85 billion yuan, ranking second in the city [3]. Investment Trends - Industrial investment in Zhangqiao District reached 6.46 billion yuan in the first half of the year, accounting for one-seventh of the city's total and showing a year-on-year growth of 11.8% [3]. - Manufacturing investment was particularly strong, totaling 4.23 billion yuan, with a year-on-year increase of 28.6%, representing 65.5% of the total industrial investment [3]. - Technological transformation investment amounted to 4.22 billion yuan, making up about 20% of the city's total and ranking first in the city [3]. Key Industries and Growth - Fourteen industries in the district achieved positive growth in the first half of the year, with notable performances in automotive manufacturing (23.704 billion yuan, up 3.44%), metal products (7.538 billion yuan, up 8.59%), and beverage and refined tea manufacturing (1.877 billion yuan, up 21.23%) [4]. - There were 39 enterprises with output growth exceeding 10%, and 12 enterprises with growth over 50%, solidifying the foundation for stable industrial growth [4]. Future Outlook - The district plans to continue exploring new growth points in the industrial economy, focusing on operational stability and expansion [4]. - Efforts will be made to support and cultivate over 40 small and micro enterprises, aiming to grow the number of billion-yuan enterprises and establish a sustainable enterprise structure [4]. - The strategy includes strengthening leading industries and optimizing industrial chains through both internal development and external attraction, fostering a collaborative industrial development model [4].