每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①创新药+脑机接口+减肥药+人工智能！这家公司MWN101注射液已完成肥胖和II型糖尿病的二期临床试 验；②稳定币+区块链+华为+机器人+互联网金融！这家公司区块链技术积累可以应用于数字人民币的相 关业务；③AI智能体+DeepSeek+跨境电商+三胎！公司与火山引擎联合打造垂类大模型及若干智能体。 前言 ...

Core Insights - The domestic agricultural machinery industry has successfully completed a 5G independent private network project, tailored for Hunan Agricultural Machinery Group, enhancing their production capabilities through a 5G smart factory solution [1][3]. Group 1: Project Overview - The 5G+ Industrial Internet project was customized by Beijing Boshan Network Technology Co., Ltd. to meet the specific needs of Hunan Agricultural Machinery Group [1]. - The project aims to upgrade the material warehouse and production line using automated storage and AGV transportation systems, covering an area of 10,560 square meters [3]. Group 2: Expected Outcomes - The project is expected to increase target production capacity by 270% and improve production efficiency by 30% [3]. - The first-time pass rate for product inspections is projected to reach 99%, while production cycles are anticipated to be shortened by 50% [3]. - Energy-saving and carbon reduction goals are set at 10%, with overall operational costs expected to decrease by 20% [3]. Group 3: Technological Advancements - The virtualization of the 5G core network allows it to run on general-purpose hardware servers, providing a fully autonomous 5G core network for various vertical industries [5]. - The integration of 5G technology with the Industrial Internet significantly enhances the security of critical production information and technical privacy [5]. - The use of 5.5G technology enables real-time remote control of production lines and key equipment, facilitating the virtualization of production processes [5]. Group 4: Broader Implications - The project is supported by the Beijing Oriental Beautiful Countryside Development Fund, which aims to introduce mature and reliable technologies into agricultural enterprises [5]. - This initiative seeks to lower costs and improve efficiency, providing more economical and effective services to rural areas, agriculture, and farmers [5].

Group 1: Core Company Developments - Circle Internet Group is seeking to establish a national trust bank in the U.S., named "First National Digital Currency Bank," to enhance its dollar stablecoin infrastructure and provide digital asset custody services for institutional clients [2][3] - The application for the bank charter was submitted to the Office of the Comptroller of the Currency on June 30, with a typical feedback period of 30 days and a decision expected within 120 days [3] - If approved, Circle would become the second cryptocurrency operator to hold such a bank charter, following Anchorage Digital Bank's conditional approval in 2021 [3] Group 2: Market Reactions and Stock Performance - Since its listing on June 5, Circle's stock has experienced significant volatility, initially surging over 500% to a market cap exceeding $65 billion, before dropping 25% in the week of June 23-27 [4] - Factors contributing to the stock's rise included optimism around U.S. stablecoin legislation and Circle's first-mover advantage in a regulated market, although this enthusiasm may have outpaced the company's fundamentals [4] - Analysts are divided on Circle's stock; JPMorgan's Kenneth Worthington rated it "sell" due to high valuations, while Citigroup's Peter Christiansen rated it "buy," citing scarcity value and legislative momentum as key support for future growth [5]

工信部：1—5月份互联网企业完成互联网业务收入7735亿元 同比增长0.9% 智通财经7月1日电，工信部发布数据，1—5月份，规模以上互联网和相关服务企业完成互联网业务收入 7735亿元，同比增长0.9%。1—5月份，规模以上互联网企业实现利润总额692亿元，同比下降2.2%。1 —5月份，规模以上互联网企业共投入研发经费390.6亿元，同比增长4.1%，增速较1—4月份回落0.7个 百分点。 ...

Core Viewpoint - Haier Group has completed the strategic acquisition of a 10% stake in New Timesda, marking its entry into the industrial internet ecosystem through Haier Kaos [1][5] Group 1: Acquisition Details - Haier Kaos acquired 10% of New Timesda's shares for approximately 1.3 billion yuan, gaining 19.24% voting rights, making it the controlling shareholder [1] - Haier plans to invest over 1.2 billion yuan in New Timesda's targeted capital increase project to strengthen its control [1] Group 2: New Timesda's Strengths - New Timesda has a 30-year history and is a leader in industrial automation, with a strong presence in elevator systems and robotics [2] - The company ranks second globally in elevator controller shipments and fourth in SCARA robot shipments, showcasing its market position [2] Group 3: Technological Capabilities - New Timesda's control technology is categorized into four levels: hardware design, operating systems, algorithms, and application software, with a strong emphasis on proprietary development [3] - The company has a deep understanding of control technology, which is crucial for the upcoming AI-driven transformation in manufacturing [3][4] Group 4: Future Outlook - New Timesda aims to lead the "brain-driven" product transformation in the era of embodied intelligence, focusing on control technology [4] - The collaboration between Haier and New Timesda is expected to enhance the competitive edge in smart manufacturing and support the digital transformation of various industries [5]

证券研究报告 | 行业点评 gszqdatemark 2025 07 01 年 月 日 通信 国产光模块迎来业绩收获期 事件：5 月 21 日工信部印发《算力互联互通行动计划》，要求到 2028 年，基本实现全国公共算力标准化互联，逐步形成具备智能感知、实时发 现、随需获取的算力互联网，为国内算力产业注入强劲动力。 华工科技：产能持续扩张，AI 驱动光模块需求激增。 光模块持续放量，全产业链有望受益。除华工科技以外，其他光通信企业 同样有望受益于光通信高景气度，龙头及稀缺企业有望率先受益。如中际 旭创、新易盛等有望凭借其技术与客户优势进一步巩固市场地位；光模块 上游光器件厂商由于其稀缺性特点也将迎来较大成长空间，如 EML、CW 光源等面临供给短缺问题，国内少数具有技术先发优势的供应商如仕佳光 子、光迅科技、源杰科技等有望通过其技术壁垒具备显著竞争优势。 风险提示：下游需求不及预期，市场竞争风险，地缘政治风险。 增持（维持） 行业走势 -20% -8% 4% 16% 28% 40% 2024-07 2024-10 2025-02 2025-06 通信 沪深300 作者 分析师 宋嘉吉 执业证书编号：S0680 ...

此外，中国制造业的未来不仅取决于技术能力的提升，更取决于能否构建完整的产业生态体系。制造企 业需要在"双循环"战略中找到自身定位，形成强大的产业航母编队集群，以应对国际市场的竞争。 迈向2035~2049年：中国制造的高质量发展之路。智能制造的发展路径与传统自动化转型存在本质区 别。未来的制造业不仅要提高效率，更要提升价值。从物理设备到数据算法，从控制系统到智能感知， 从技术创新到模式创新，从单一产品到全程服务，制造业正在经历一场全方位的变革。近期DeepSeek 在人工智能领域的突破，为中国科技创新提供了新的动力。这表明，在全球科技竞争加剧的背景下，中 国制造业需要更加坚定信心，加大技术投入，在2035~2049年的高质量发展道路上迈出坚实步伐。 制造业转型的挑战与应对策略。首先，中国制造业的地域和行业发展不均衡，不同地区的产业结构和数 字化水平存在较大差异。其次，数智化转型涉及复杂的技术体系，包括产供销管理、数据融合及行业应 用等诸多环节，挑战极大。此外，制造企业的系统架构也需要升级，传统的工厂管理体系（DCS、 MES、ERP）正在被工业互联网取代，这一过程需要突破技术壁垒，实现工厂内部与外部环境的深度 ...

Group 1 - The stock of Ruichuang Micro-Nano (688002) has a comprehensive score of 67.22, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 68.48 yuan, with a 5-day cost of 67.56 yuan and a 20-day cost of 63.78 yuan [1] - Over the past year, the stock has experienced 2 instances of hitting the upper limit and has not hit the lower limit [1] Group 2 - On July 1, 2025, the net inflow of main funds was 268.18 million yuan, accounting for 1% of the total transaction amount [2] - The short-term pressure level is at 69.72 yuan, while the short-term support level is at 64.14 yuan [2] - The stock is associated with sectors such as semiconductors, national security, satellite internet, and drones, with respective changes of 0.30%, -0.31%, -0.50%, and -0.36% [2]

Industry Overview - The medical beauty industry is under strict government regulation, with a series of targeted policies aimed at ensuring safe and reliable medical services for consumers [1][2][3] - Key companies in the industry include Aimeike (300896), Haohai Biological (688366), Huaxi Biological (688363), Aoyuan Meigu (000615), Huadong Pharmaceutical (000963), Langzi Co., Ltd. (002612), and Huahan Plastic Surgery (430335) [1] Policy Direction - The government has implemented comprehensive management measures covering operational standards for medical beauty institutions, including establishment criteria, personnel requirements, and equipment maintenance [1] - Enhanced regulatory measures include establishing supervision mechanisms, increasing enforcement checks, and raising penalties for violations [1][2] Market Development - The "China City Medical Beauty Industry Development Index (2024)" indicates that cities like Beijing, Shenzhen, Chengdu, Guangzhou, Shanghai, Jinan, Changsha, Ningbo, Hangzhou, and Chongqing are leading in medical beauty industry performance [4] - Notably, Ningbo has risen from 23rd to 8th place, benefiting from its "246" trillion-level industrial cluster planning, which emphasizes biomedicine [4] Global Trends - According to ISAPS, the total number of surgical and non-surgical procedures globally increased by 3.4% in 2023, reaching 34.9 million procedures [5] - The United States remains the leader in plastic surgery, performing over 6.1 million procedures in 2023, followed by Brazil with 3.3 million [10]

商务部等8部门印发《加快数智供应链发展专项行动计划》，推动有效降低全社会物流成本、增强产业链供应链竞争力和韧性，冷链供应链发展升级迎来新 的契机。中冷联盟会员单位上海宁华供应链管理有限公司，深耕冷链供应链十余载，在稳固冷链底盘业务的同时，率先开辟"供应链服务+"新赛道，成为引 领行业转型升级的新动力。 中冷联盟官微特别采访了宁华供应链董事长王镭先生，分享冷链供应链创新发展经验，为推动冷链行业降本增效与高质量发展带来新的参考价值。 一、依托"产业+资本"双重基因深耕冷链供应链 宁华供应链董事长王镭先生，拥有中欧国际工商学院EMBA学位，是国内农业与冷链物流领域深具战略眼光和资源整合力的资深专家，曾在农业产业投资与 并购领域深耕八年，主导服务了30余家农业企业融资、并购及上市，成功主导募集并管理了三支总规模达15亿元的农业基金。 自2016年起，王镭先生将视野拓展至物流领域，他联合音飞储存（603066）、新宁物流（300013）及维龙资本共同创建宁华供应链，聚焦自动化冷库建设与 运营。2024年，王镭先生再次引领平台升级，携手上海城投控股（SH600649）设立冷链物流产业基金，以独特的"投资+仓配一体化+金融 ...