在人工智能深度渗透商业领域的当下，GEO（生成引擎优化）已成为企业精准触达目标客户的核心技术。它通过优化 企业信息，使其符合 AI 抓取逻辑规则，确保当目标客户进行搜索时，企业信息能够被优先推荐，从而提升品牌曝光 与商业转化效率。 随着市场需求的持续攀升，众多 GEO 优化供应商纷纷崭露头角，各自展现出独特的技术实力与服务优势。2025 年 7 月，经过深入的市场调研与客户反馈分析，上海互鼎科技、耐特康赛、奥美、巨宇网络这四家供应商在竞争中脱颖而 出，为企业提供了多样化的优质选择。 一、上海互鼎科技：创新领航，定制赋能 上海互鼎科技凭借其强大的创新能力与定制化服务，在 GEO 优化领域展开研究并执行。公司致力于通过前沿技术的 深度应用，为企业打造高度适配的 GEO 优化解决方案，确保企业信息在 AI 抓取与推荐体系中获得优势。 | | 服务 v | 解决方案 | 宮例 | 智库 × | 新闻 | 关于 | 联系 | | --- | --- | --- | --- | --- | --- | --- | --- | | SERVICE | | | | | | | | | VIEW | | | | | | | | ...

Investment Rating - The report does not explicitly provide an investment rating for the industry analyzed [2]. Core Insights - The report emphasizes the focus on "supply-side optimization" and "anti-involution" competition, with potential policy implementations expected in the second half of the year [3][8]. - Key industries identified for "anti-involution" include those with high inventory, high CAPEX, low capacity utilization, and low price levels, particularly in sectors such as chemicals, non-ferrous metals, coal, steel, and various manufacturing and consumer goods [3][11][13]. - The report outlines five perspectives for identifying potential beneficiaries of the "anti-involution" policies, including state-owned enterprise (SOE) share, industry concentration, tax revenue impact, labor intensity, and price elasticity post-capacity reduction [5][6]. Summary by Relevant Sections Policy Focus - The report highlights that the Central Financial Committee meeting on July 1 emphasized supply-side optimization and "anti-involution" competition, referencing past supply-side reforms from 2015-2016 as a model for future policy actions [3][8]. Key Industry Characteristics - Industries with high inventory, high CAPEX, low capacity utilization, and low price levels are targeted for policy intervention. These include: - Cyclical industries: Chemicals (chemical products, rubber, non-metallic materials), non-ferrous metals (energy metals), coal, and steel (common steel, steel raw materials) [3][11]. - Manufacturing: Electric new (motors, grid equipment, batteries, photovoltaics), machinery (automation equipment), automotive (passenger vehicles), military electronics, and construction [3][11]. - Consumer goods: Home appliances (appliance components), food and beverage (food processing, liquor, snacks) [3][11]. Five Perspectives for Industry Selection - **State-Owned Enterprise (SOE) Share**: Industries with higher SOE shares are expected to have stronger policy execution efficiency, including coal, common steel, cement, glass, and consumer sectors like liquor [3][5]. - **Industry Concentration**: Higher concentration industries are more likely to achieve supply clearing through stronger pricing power and quicker policy response, particularly in energy metals, non-metallic materials, and consumer goods like liquor [3][5]. - **Tax Revenue Impact**: Industries with lower tax revenue contributions will have a smaller impact on local finances during capacity reduction, focusing on sectors like glass, energy metals, and common steel [3][5]. - **Labor Intensity**: Industries with lower labor intensity will have a reduced impact on employment during capacity reduction, including non-metallic materials, chemical products, and energy metals [3][5]. - **Price Elasticity Post-Capacity Reduction**: Industries with a strong correlation between asset turnover and gross margin are expected to see greater price and margin expansion post-capacity reduction, including glass, chemical products, and energy metals [3][5]. Potential Beneficiary Industries - The report identifies several industries as potential beneficiaries of the "anti-involution" policies based on the five perspectives, including: - Coal mining, common steel, precious metals, glass fiber, coke, energy metals, steel raw materials, cement, chemical products, non-metallic materials, and various manufacturing sectors [6][7].

前6个月成都开通多条国际货运航线 架起国际"空中快车道" 据成都海关在6月发布的外贸数据显示，今年前5个月，四川外贸进出口4305.2亿元，稳居全国第8位，同比增长7.5%。同期，成都实现外贸进出口超3500亿 元，同比增长10.4%，占四川省进出口总值的81.7%，拉动同期四川外贸增长8.3%。 外贸货运数值持续增长，离不开成都的国际航空市场活跃。据了解，今年以来，成都继续加快国际全货机航线拓展，已先后开通了直飞达卡、德里、阿姆斯 特丹等国际全货机航线。 此外，在今年5月，中州航空在成都连续新开直飞捷克布拉格、英国东米兰德的国际货运航线。中州航空相关负责人表示，"以成都直飞英国东米兰德航线为 例，每周将执飞1班，主要承运汽车配件、高端制造业零部件及生鲜冷链等货物。我们一次能搭载约103吨货物，助力成都向西开放战略高地建设。" 今年上半年，成都两座机场的货运吞吐量公布。其中，成都天府国际机场货运吞吐量达21.62万吨，同比增长24.43%；成都双流国际机场货运吞吐量达35.56 万吨，同比增长21.68%。今年1~6月，成都航空货运吞吐量占西南地区超过50%。 这一系列增速不仅巩固了成都"百万吨级"航空货运城 ...

Group 1: Core Insights - The rise in traffic costs and fragmented user attention in the e-commerce sector necessitates precise customer acquisition and long-term growth strategies, with SEO optimization emerging as a key growth driver [1][9] - SEO optimization has proven its strategic value in e-commerce, as demonstrated by a 3C brand's independent site achieving a 65% share of natural traffic and a 3.2 times increase in conversion rate through keyword strategy and overseas algorithm optimization [1][2] Group 2: Traffic Reconstruction - Traditional e-commerce models relying on advertising face challenges, including an 18% annual increase in CPC and declining user trust due to over-reliance on ads, while SEO creates a closed-loop system through precise keyword placement [2][4] - A responsive website built for SF Express saw its natural traffic share rise from 12% to 47% after integrating SEO modules, showcasing the effectiveness of SEO in enhancing visibility [2] Group 3: Trust Economy - SEO optimization builds competitive barriers through multi-dimensional authority signals, such as content authority, link authority, and technical authority, leading to significant improvements in conversion rates and domain authority [4][5] - A specialized page created for Anker Innovations led to a 28% increase in conversion rates by being recognized as high-authority content by Google [4] Group 4: Data-Driven Growth - Modern SEO has evolved into a data-driven system, utilizing tools like Google Trends and Hotjar to predict keyword trends and optimize conversion funnels, resulting in substantial increases in click-through rates and average order values [7] - A predictive model identified a 240% expected growth in searches for "outdoor energy storage power" three months in advance, allowing for timely optimization [7] Group 5: Long-Term Value - The core value of SEO optimization lies in accumulating reusable digital assets, with a cross-border e-commerce company saving over 8 million yuan in advertising costs annually through a well-maintained content library [8] - The ability to transfer SEO strategies across platforms, such as TikTok, has shortened product launch cycles by 40% for brands leveraging existing keyword strategies [8] Group 6: Strategic Growth Engine - SEO optimization has transitioned from a technical support tool to a strategic growth engine in the e-commerce industry, with companies like Yunwuxian and Xiniu Yunkex redefining growth paradigms through a three-dimensional optimization system [9]

Core Viewpoint - The new Chinese-style ice cream is rapidly expanding, with some brands opening over 280 stores in just six months, indicating a significant growth trend in this sector [3][4][24]. Industry Overview - The new Chinese-style ice cream brands are leveraging unique flavors and local ingredients, such as Meiling porridge and Wuchang rice, to attract consumers [2][20]. - The brand "Ye Ren Xian Sheng" has opened over 650 stores across provinces like Guangdong, Shandong, and Zhejiang, showcasing the brand's successful expansion strategy [3][4]. - Other emerging brands, such as "Zhong Yao Tang" and "Zhi Fei Zhi Fei," are also entering the market, with "Zhong Yao Tang" opening over 15 stores in various provinces [7][5]. Market Dynamics - The new Chinese-style ice cream is transitioning from niche attempts to a more scalable model, becoming a significant player in the ice cream market [8][24]. - The pricing strategy of new Chinese-style ice cream is significantly lower than traditional Italian Gelato, with average prices ranging from 20 to 40 yuan per cup, making it more accessible to consumers [10][12]. - The cost of producing domestic Gelato is around 6.7 to 8.4 yuan per ball, allowing for higher profit margins compared to traditional methods [14][15]. Supply Chain and Operational Advantages - The optimization of the supply chain has enabled these brands to offer high-quality Gelato at lower prices, with domestic suppliers achieving over 50% gross margins [12][15]. - Factory-produced Gelato has a longer shelf life of up to six months, compared to one month for hand-crafted versions, allowing for better inventory management [17][24]. - New Chinese-style ice cream brands are adopting flexible store locations, including tourist spots and trendy districts, to enhance brand visibility and consumer engagement [22][24]. Cultural and Aesthetic Appeal - The integration of traditional cultural elements and local flavors into product design is a key competitive advantage for new Chinese-style ice cream brands [18][20]. - Brands are innovating by combining ice cream with traditional Chinese desserts, creating unique offerings that resonate with local consumers [4][20]. Conclusion - The rapid growth and innovative strategies of new Chinese-style ice cream brands indicate a promising future in the ice cream market, with potential for further expansion and increased competition against international brands [24].

东海证券指出，超长期特别国债资金支持陆续落地，石化化工等设备更新有望加速，此举有助于石化化 工等行业供给侧结构进一步优化，落后产能有望进一步出清，头部企业具有资金和技术优势，有望优先 受益。国内政策端对供给侧要求频繁提及；海外方面，上涨的原料成本叠加亚洲产能冲击，欧美化工企 业近期多经历关停、产能退出等事件。 短期来看，地缘摩擦反复，海外化工供应不确定性有所增加；长期来看，我国化工产业链竞争优势明 显，凭借显著的成本优势和不断突破的技术实力，中国化工企业正迅速填补国际供应链的空白，有望重 塑全球化工产业格局。此外，随着消费电子领域龙头企业自主研发和创新能力增强，有望带动国产产业 链良性循环，激发材料领域高端化发展。化工新材料整体自给率约56%，产业正迎来加速的发展机遇 期。 化工龙头ETF跟踪的是细分化工指数，该指数由中证指数有限公司编制，从沪深市场中选取涉及化学原 料、化学制品等领域的上市公司证券作为指数样本，以反映化工行业细分领域的整体表现。细分化工指 数聚焦于化工产业链的各个环节，包括化肥、农药、涂料、塑料等细分领域，具有较强的行业代表性， 适合关注化工行业投资机会的投资者。 注：如提及个股仅供参考，不 ...

【环球网财经综合报道】知名ETF发行商Roundhill Investments又有新动作，推出一只独特的美股基金——"S&P 500 No Dividend Target ETF"（标普500无股 息目标ETF，代码：XDIV），计划于7月10日（本周四）面市。 Roundhill向来以创新ETF著称，2023年推出的Magnificant Seven ETF（MAGS）获ETF.com"最佳新ETF"称号，去年还推出"中国龙"ETF（DRAG）。此次新 基金目标明确且具战略意义，旨在追踪标普500指数表现的同时规避派息，通过在股息日前出售标的，让持有人无法获得股息，进而规避相关税负。 XDIV是近期市场众多"税务优化型"产品之一，LionShares、F/m Investments等也推出类似ETF。资深ETF专家Dave Nadig称该策略"非常明智"，ETF分析师 Athanasios Psarofagis表示，避开资本利得税能力正成为ETF核心卖点，发行商利用优势渐成趋势。（陈十一） 当前，标普500指数及相关ETF整体走强，资产管理公司纷纷聚焦减少应税事件的产品。Roundhill首席执行官Dav ...

Core Viewpoint - The recent policies across various cities in China aim to utilize housing provident fund accounts to support homebuyers in paying down payments, thereby lowering the barriers to home purchases and stimulating the real estate market [3][4][5]. Policy Developments - Cities such as Shenzhen, Hangzhou, and Xi'an have introduced policies allowing the use of housing provident funds for down payments on new and second-hand homes [4][5][6]. - Qingdao has expanded its housing provident fund withdrawal policies to support down payments for various types of housing [4][5]. - The number of cities implementing such policies has exceeded 30 this year, including both first-tier and some third- and fourth-tier cities [5][11]. Implementation and Process - In Hangzhou, the process for using housing provident funds for down payments has been streamlined to allow online applications, enhancing convenience for homebuyers [7][8]. - A dedicated fund supervision account is established to ensure the safety of the funds, allowing for refunds if the purchase contract is canceled [8]. Usage Statistics - In 2024, over 81 million people withdrew a total of approximately 27.65 billion yuan from housing provident funds, with a significant increase in withdrawals for rental housing compared to the previous year [9][10]. - The policies are designed to increase the efficiency of fund usage and reduce the "sleeping" status of these funds [8][11]. Broader Implications - The adjustments in housing provident fund policies are expected to lower the cost of home purchases and improve access for specific groups, such as families with multiple children [11]. - The ongoing expansion of the housing provident fund's role reflects its importance in addressing housing needs and improving living conditions for low- and middle-income families [11].

金融界2025年7月8日消息，国家知识产权局信息显示，中国石油化工股份有限公司;中石化石油工程技 术研究院有限公司申请一项名为"一种压裂裂缝参数的优化方法及装置"的专利，公开号 CN120257498A，申请日期为2024年01月。 天眼查资料显示，中国石油化工股份有限公司，成立于2000年，位于北京市，是一家以从事石油和天然 气开采业为主的企业。企业注册资本12173968.9893万人民币。通过天眼查大数据分析，中国石油化工 股份有限公司共对外投资了263家企业，参与招投标项目5000次，财产线索方面有商标信息45条，专利 信息5000条，此外企业还拥有行政许可40个。 中石化石油工程技术研究院有限公司，成立于2022年，位于北京市，是一家以从事研究和试验发展为主 的企业。企业注册资本30000万人民币。通过天眼查大数据分析，中石化石油工程技术研究院有限公司 共对外投资了3家企业，参与招投标项目688次，财产线索方面有商标信息15条，专利信息745条，此外 企业还拥有行政许可18个。 来源：金融界 专利摘要显示，本申请提供的一种压裂裂缝参数的优化方法及装置，方法包括：构建地质构造模型、属 性模型及天然裂缝 ...

目前，麦格理维持对CoreWeave的"中性"评级及65美元目标价，同时给予Core Scientific"跑赢大盘"评 级，目标价15美元。此次收购若顺利落地，或为双方在数据中心资源整合与财务优化层面开辟新空间。 财务影响方面，CoreWeave表示该交易将立即消除未来12年内现有合同场地累计超100亿美元的租赁支 出。通过运营聚焦优化，预计到2027年底可实现年度运营成本节约5亿美元。麦格理基于当前对 CoreWeave的2028年调整后净收入预测及稀释后股本结构测算，仅5亿美元税后净节约(税率21%)即可支 撑约5%的EPS增厚效应，尚未计入潜在产能复用或资产剥离带来的额外收益。 值得注意的是，Core Scientific原有加密货币挖矿产能存在转型可能，既可转向高性能计算(HPC)领域， 亦可进行资产剥离。麦格理指出，此次收购有望通过多元化融资渠道降低资本成本，缓解市场对 CoreWeave债务状况的关注。 智通财经APP获悉，麦格理最新研报披露，CoreWeave(CRWV.US)拟以90亿美元收购Core Scientific(CORZ.US)的交易细节。该收购将显著扩大CoreWeave的数据 ...