（中国，东莞2025年6月20日）2025年华为开发者大会（HDC）正式开幕。大会宣布，HarmonyOS 6开发者Beta正式启动，并发布全新的互联架构、鸿蒙智 能体框架HMAF等，激发更多应用创新，为鸿蒙应用体验带来了更多可能。 华为通过更自然的交互方式、更强大的应用智能化自主能力、更高效的连续服 务闭环、更协同的多智能体合作，打造无处不在的智能体验。 作为鸿蒙系统级AI Agent，小艺和华为视频、华为音乐、华为阅读、华为浏览器和华为天气等鸿蒙应用相结合，更精准地捕捉用户意图，深度理解用户偏 好，为用户提供更加符合实际场景和需求的智能个性化影音内容资讯等数字内容体验创新。在日常生活中，从影音娱乐到读书看资讯，再到出行时看天气， 鸿蒙智能体都带来了大有不同的内容体验。 用户可以对小艺说某句影视台词或情节描述，如"我想看李白骑着白鹤飞上天"，或者让小艺推荐近期火热的《长安的荔枝》相关的歌单或唐朝探案类型小说 书单，或者向小艺提问"高考填报志愿"的相关内容、从深圳出差到哈尔滨的穿衣指南等，华为视频AI影视全能搜能快速精准搜索全网影视内容，并弹出卡片 让用户直接打开华为视频观看；华为音乐和华为阅读能够基于用户个 ...

Fundraising Plan - The company plans to raise a total of up to 1.2 billion RMB through a private placement of A-shares, with the funds allocated to three construction projects and working capital [1] - The total investment for the projects is estimated at 1.37358 billion RMB, with 1.2 billion RMB sourced from the fundraising [1] Project Overview and Feasibility Analysis - The fundraising projects aim to support domestic economic circulation and ensure the security of national industrial chains, aligning with national development strategies [2][3] - The wet metallurgy project will produce key raw materials such as potassium fluotantalate and niobium oxide, essential for subsequent production processes in high-temperature alloys, semiconductors, and defense industries [2][3] - The projects are expected to optimize the product structure and upgrade the company's industrial capabilities, addressing the growing demand in the tantalum and niobium sector [2][3] Industry and Market Context - The projects are supported by national and local industrial policies that emphasize the development of rare metals and new materials, which are critical for various high-tech applications [5][6] - The company is positioned to meet the increasing market demand for high-value-added products in sectors like semiconductors and aerospace, enhancing its competitive edge [4][7] Financial Projections - The company anticipates a compound annual growth rate (CAGR) of 10% in revenue over the next three years, with projected revenues of approximately 1.41 billion RMB in 2025 and 1.70 billion RMB in 2027 [16][18] - The fundraising will also address the projected working capital gap of 232.66 million RMB from 2025 to 2027, ensuring sufficient liquidity for operations [19][20] Operational Impact - The fundraising projects are expected to enhance the company's operational capabilities, improve financial stability, and reduce financial risk by optimizing the capital structure [20][21] - The implementation of these projects will solidify the company's market position and support long-term sustainable growth [21]

Core Insights - By 2025, online shopping has become a normalized lifestyle across various demographics, indicating a shift in the e-commerce market from incremental expansion to stock competition [2] - Data from iResearch shows a significant change in the growth rate of comprehensive e-commerce sales from a year-on-year increase of 17.5% in 2022 to a decline of 6.9% in 2024, while live-streaming e-commerce growth plummeted from 124% to 12.1% [2] - The disappearance of traffic dividends has led e-commerce platforms to engage in fierce price wars, neglecting the exploration of new consumer demands [2][4] - Consumers are increasingly breaking traditional consumption patterns, demonstrating a desire for products that better meet their diverse needs, leading to a decentralized market structure [5][8] E-commerce Market Dynamics - The complexity and diversity of consumer behavior are challenging traditional market segmentation, as consumers switch between quality and cost-effectiveness [3][4] - The balance of power in the industry is shifting towards consumers, who are no longer passively accepting brands' predefined consumption logic [5] - E-commerce platforms must respect the equal value of all consumer needs to effectively tap into the deeper pulse of the market [5][8] Supply Chain and Platform Strategies - E-commerce platforms like Pinduoduo are recognizing the need for diverse supply chains that can offer a wider range of choices while ensuring equitable cooperation among all stakeholders [6] - Pinduoduo's "100 Billion Subsidy" plan, which has evolved into a "1000 Billion Support" initiative, aims to provide substantial resources to support small and medium-sized businesses [6][7] - This shift from simple cost subsidies to systemic supply chain improvements reflects a broader strategy to enhance the overall e-commerce supply [6][8] Consumer-Centric Innovations - Successful case studies, such as the kitchenware brand "Yizhi Fu" and the camera company "Kemeirui," illustrate how businesses can thrive by leveraging e-commerce platforms to meet specific consumer demands [7][8] - The "1000 Billion Support" strategy aims to lower the barriers for small businesses, allowing them to innovate and respond quickly to market changes, thus enriching the product offerings on platforms [7][8] Long-term Industry Transformation - The evolution towards "Supply Equality" and "Consumer Equality" is just the beginning of industry transformation, with a focus on driving industrial upgrades as the key momentum for growth [9] - E-commerce platforms are increasingly supporting quality merchants as a long-term strategy, aiming to activate ecosystem vitality and deeply empower industrial clusters [9][10] - The shift from mass production to precision creation is being driven by consumer demand, pushing the industry towards a more sustainable development model [10][11]

Core Insights - The article highlights the transformation of Shuanghui's chemical packaging industry, showcasing its journey from technology monopoly to independent innovation and global expansion through the development of PVDC sausage casing film [1][2][8] Group 1: Technological Breakthroughs - PVDC sausage casing film is crucial for the production of ham sausages, affecting taste, preservation, and safety, with strict quality standards required for food-grade packaging materials [2][3] - In the 1990s, the technology for high-performance casing film was monopolized by foreign companies, leading to high costs and reliance on imports, which posed challenges for Shuanghui's ham sausage business [2][3] - Shuanghui introduced its first casing film production line in 1996 and established a packaging technology research center, marking the beginning of its journey towards self-sufficiency in this technology [2][3] Group 2: Industry Development - Over 20 years, Shuanghui's chemical packaging industry has established nine production bases across China, becoming the largest PVDC film processing and research base globally, transitioning from technology importation to independent innovation [3][4] - The company has significantly upgraded its production lines through automation and smart technology, resulting in over 50% increase in production capacity and efficiency across various factories [4][6] Group 3: Industry Standards and Sustainability - Shuanghui has developed a comprehensive product research and testing system, holding 143 effective patents and leading the industry in technology standards [6][7] - The company has actively participated in the formulation and revision of national and industry standards, including leading the development of national standards for casing film, promoting industry advancement [6][7] Group 4: Full Industry Chain Development - Shuanghui has built a complete industry chain from PVDC resin synthesis to end-use applications, ensuring raw material supply and seamless integration of production processes [7][8] - The company has expanded into high-value markets such as medical and beverage packaging, achieving a transformation from traditional channels to diverse applications [7][8] - Shuanghui's products, including PVDC casing film and aluminum wire, are exported to over ten countries, with an annual export volume of 5,000 tons, enhancing its international competitiveness [7][8]

今年夏天，一颗小小的荔枝在小红书上掀起了一场消费风潮。 从南北网友关于"妃子笑是否被南方人嫌弃"的有趣讨论，到炭烤荔枝、荔枝特饮等隐藏吃法的花样刷屏，再到果 核水培、果壳风铃的生活美学分享，荔枝已从时令水果蝶变为一种文化现象。 小红书数据显示，近一个月来，小红书"荔枝"相关搜索量同比去年激增59%，相关话题总曝光量突破27亿次，更 是直接拉动了荔枝在小红书平台上的需求与销量。这场"荔枝风潮"的背后，是小红书作为内容社区的独特种草力 ——通过真实分享激发消费需求，通过精准匹配连接供需两端。 今年3月起，广东乌塘镇党委书记带领300多名荔农集体入驻小红书，6月，买手深入茂名产地直播溯源；用户则 从"被种草"到主动求购，毫不吝啬地为高品质荔枝买单。 小红书上的这股"荔枝风"正在成为观察新消费趋势的生动样本。 南北网友在荔枝品种上进行"对账"。 "也不是不吃，但最好吃还是桂味""我觉得糯米糍最好吃""仙进奉好吃，就是有点贵"——一众IP地址显示为广东 的用户在笔记评论区开始为自己喜爱的品种"代言"，也正是这番热闹的交流，才让不少北方网友发现原来荔枝的 品种如此繁多，而不是只有"妃子笑"。 据悉，6月以来，"荔枝"相关 ...

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 国信证券指出，国防军工及航空装备Ⅱ行业受益于产业升级和自主可控趋势，核心装备国产化是产 业自主崛起的基础，突破高端装备瓶颈将推动下游产业真正实现自主化。从需求侧看，新兴市场成长和 出口崛起带来机遇，重点关注具备全球竞争力的细分行业龙头。供给侧方面，存量更新及进口替代成为 关键，船舶、轨交设备、核电设备等细分行业受益于存量更新或逆周期调节，景气相对稳健。核电设备 领域，三代核电已进入批量化建设阶段，四代核电示范正式商运，未来批量化建设可期。此外，燃气轮 机行业迎来全球更新周期，同时受益于AI数据中心带来的增量需求，景气上行趋势明显。行业整体估 值水平相对稳定，长期看好高端装备自主可控及出口发展带来的结构性机会。 军工ETF（512660）跟踪的是中证军工指数（399967），该指数由中证指数有限公司编制，从沪深 市场中选取 ...

Group 1 - The event held on June 22 in Guangzhou marked the introduction of Baise mangoes from Tianyang District to the Guangdong-Hong Kong-Macao Greater Bay Area, showcasing the integration of technology and agriculture [2] - Over 50 buyers and representatives from the mango industry participated in the event, highlighting the collaboration between the Guangdong and Guangxi governments [2] - The "Bay Area Certification" initiative aims to enhance product quality and consumer confidence, supporting the high-quality development of rural areas [5][6] Group 2 - The New Hui Chenpi industry in Jiangmen has achieved significant results in integrating agriculture, with a total industry chain output value of 26.1 billion yuan, creating over 700,000 jobs [10] - The establishment of agricultural technology service stations in Gaozhou has empowered the lychee industry, promoting modern agricultural techniques and enhancing production [12] - The opening of the Yingde Black Tea promotion center in Jinan represents a strategic move to expand the market presence of Yingde Black Tea in northern China [13]

(二)资本催化生产要素的创新性配置。新质生产力强调生产要素创新性配置，而资本要素是实现要素间 优化组合与跃升的重要纽带，能够带动各类生产要素重新集聚配置，实现要素间的优化组合与跃升。一 方面，有利于推动培育高端生产要素，推动数字技术在短时间内实现关键性、颠覆性技术突破，使技术 创新的步伐大大加快，这给生产要素间的组合跃升提供了许多新的可能，实现新型生产工具和新型劳动 力的结合，培育和生成新型生产方式。另一方面，有助于建设大型基础设施项目，改善生产要素发挥作 用的生产场景，为生产要素作用的发挥奠定基础。 (三)资本促进产业结构优化升级。资本投资行为使技术变革通过传统产业转型升级与新兴产业发展，资 本通过连接技术要素和其他生产要素促进传统产业的转型升级和新产业（300832）、新业态、新模式的 出现，从而推动生产力跃升。一方面，资本和数字技术的结合可以加速传统产业改造升级的进程，鼓励 和支持传统企业进行数字化和智能化改造，通过新技术的利用来提高生产效率和产品附加值，推动传统 产业价值链向更高层次转移。另一方面，资本参与打造代表产业长远发展方向的未来产业并投入形成战 略性新兴产业，不断激发劳动、知识、技术、管理、数 ...

各位上午好今天是6月20号星期五欢迎来到摩根士丹利周五新经济板块热点前瞻在线直播我是中国工业分析师钟盛请注意本次会议仅向摩根士丹利的机构客户以及财务顾问本会议不对媒体开放如果您来自媒体请请退出本次会议随后与我们联系以进一步了解详情 关于重要的信息披露请浏览摩根士丹利的信息披露网页www.morgansdandy.com/.researchdisclosures请注意本次会议内容和您的问题可能会被录音那在本次视频中我将会与我的同事包括中国汽车行业分析师Shirley Wang王斌宇以及 中国消费行业分析师Hildy林嘉余一起讨论我们的智能机器人的报告在过程中您可以随时在屏幕左方的提问消息框里向我们发送问题首先现在将由我开始发言谢谢大家的参与和谢谢大家的时间 我先简单介绍一下我们这次在这周出的关于智能机器人这个板块的报告的一些内容提要随后我会交给Hilde和Shelly分别讲一讲对他们的相关股票的影响那首先呢我们看整个机器人板块不仅仅是指人形机器人也包括 也包括更多的智能机器人在应用在各种领域里面包括工业领域这个商业领域和家庭用途在不同的领域里面我们可以看到这些机器人已经种类已经非常的多从工业机器人我们协作机器人 ...

在北戴河打造艺术村的契机下，吕先生回到家乡，投身民宿产业。他精心打造的民宿小院，以其独特的 设计和贴心周到的服务，赢得了众多游客的喜爱。随着民宿客流量持续攀升，吕先生决定扩大经营规 模，但流动资金紧张成为了摆在他面前的难题。 "扩建小院的投入不小，日常开销也需要钱。"吕先生面对资金周转压力犯了难。为支持地方特色产业发 展，工商银行秦皇岛北戴河支行深入艺术村走访调研。在了解到吕先生的资金需求后，向其推荐了"民 宿贷"特色普惠产品，并最终成功发放50余万元贷款。"有了这笔钱，民宿规模能够进一步扩大，生意就 更好了。"吕先生开心地说。 今年端午假期，来自北京、天津及河北等地的游客将他的民宿6个小院全部住满。 ■本报记者 曹沛原 北戴河区海滨镇丁庄村，东依著名景区联峰山。随着文旅产业的发展，人们对住宿品质的要求不断提 高，当地许多村民开起了民宿，而民宿软硬件的升级也迫在眉睫。在当地村委会的积极引导下，村民们 开始对民宿进行升级改造。 工行秦皇岛北戴河支行依托"民宿贷"，为民宿改造提供坚实的资金保障，助力推动乡村经济发展。有了 充足的资金支持，村民们不仅改善了民宿的硬件设施，还注重提高服务质量。这一转变带来了经济效益 ...