如果说年初还有人对中国一汽党委常委、副总经理兼一汽-大众党委书记、总经理陈彬口中的"突破2025"表示存疑，那在6个月后，面对大众、奥迪、捷 达三大品牌共计15.1%的销量同比增幅，质疑声可以散去了。这其中，销量主力大众品牌的成绩单很是亮眼：6月整车销量87048辆，同比增长12.5%；1-6 月，累计销量43.61万辆，同比增长3.5%，实现多月销量同比增长。支撑其跑赢大盘的，正是一汽-大众大众品牌在战略、服务、营销、渠道上的全维突破。 聚焦智能化转型，2025上海车展期间，大众品牌全球首款CMP平台概念车ID. AURA亮相，其搭载全新的CEA电子电气架构，能够实现与人工智能座 舱、智能驾驶辅助系统等多种技术无缝融合。另外，一汽-大众全面自研了舒感智域座舱，可实现与PAD、手机等设备的毫秒级互联。在辅助驾驶上，一汽- 大众与大疆车载深度共创的IQ.Pilot辅助驾驶系统集成9个摄像头、5个雷达和12个超声波传感器，自适应巡航、智能障碍避让、拨杆变道以及自动泊车等功 能。 油电并举 存量、增量两不误 大象转身之痛、巨轮转向之难，近几年传统车企早已深有体会。究竟要All in新能源，还是要守好燃油车？这一艰难 ...

2024年末的一天，两位穿戴时尚的女士来到青岛市一家银行网点，要求大幅上调手机银行转账限额。网 点工作人员经询问得知，两位客户经同事推荐想购买一款理财产品，该产品宣称年化利率是银行定期存 款的4倍。经过银行工作人员进一步了解，购买该产品需要向个人账户转账，且产品无法查询到备案信 息。经初步判断，客户计划购买的产品不是正规金融产品，盲目认购可能面临资金损失。为此，银行工 作人员借故未给予当场提额，同时，向金融管理部门及有关部门报告了这一信息。 组建"一套专班"，构建防非打非新格局。非法金融活动涉及面广、隐蔽性强、防范打击难度大，建立健 全职责清晰、执行有力的机制体系是工作顺利开展的基础。为此，青岛金融监管局联合青岛市委金融办 推动成立青岛市防非打非工作领导小组，推动各县区党委、政府成立防非打非领导小组，在全省较早实 现县区防非打非领导组织全覆盖。该局还成立了青岛金融监管局防非打非工作领导小组，制定《青岛金 融监管局防非打非任务清单》，明确局内相关处室和金融监管支局的具体职责，实现防非打非工作责任 化、责任清单化。同时，与相关部门加强沟通协作，比如，与青岛市委金融办建立防非打非工作常态化 联动机制，与青岛市检察院 ...

中国经济网北京7月3日讯(记者 郭跃)昨日，东风日产奇骏·荣誉焕新上市，新车共推出两款车型， 限时诚意价分别为11.98万元和12.58万元。与此同时，逍客·荣誉也正式推出8.98万元起国补价。双车联 手，再探价格下线，旨在助力东风日产重拾荣耀。 近年来，在电动化、智能化大潮中，东风日产始终加紧转型步伐，接连推出艾睿雅、N7等重磅智 电新品，N7的热销更开启了东风日产转型的新征程。但东风日产也绝不会忽视曾带其走向巅峰的传统 经典燃油产品。 在传统燃油时代，东风日产多款产品常年位居各自细分市场销量前列。在轿车领域，天籁名声在 外，轩逸更是A级市场的领军者；在SUV领域，奇骏与逍客则是当仁不让的扛旗者。自2008年国产化以 来，奇骏历经多次升级换代，在国内累计销量已突破150万辆。 这些经典产品取得出色市场表现，优异的性价比、质价比无疑是核心竞争力，而本次全面焕新而来 的奇骏·荣誉，与重塑价格区间的逍客·荣誉两款经典产品，则将这一优势再次放大。 其中，AVM全景式智能监控影像功能，当车辆静止、倒车或以0-20KM/H的速度前进时，通过车身 前、后、左、右四个广角摄像头，为车辆提供360度零盲区全景监控影像，实时掌 ...

光学巨头蔡司宣布对德国巴登-符腾堡州Aalen 工厂实施大规模结构性调整，旨在重构生产体系——通过 引入自动化生产线与智能质检系统，将单片镜片生产能耗降低35%，同时腾出空间建立"新工艺研发中 心"。 ...

Summary of TaoTao Vehicle's Conference Call Company Overview - **Company**: TaoTao Vehicle - **Industry**: Electric vehicles, specifically golf carts, all-terrain vehicles (ATVs), and robotics Key Points and Arguments Financial Performance - **Q2 Performance**: TaoTao Vehicle's Q2 performance exceeded expectations, primarily driven by golf cart sales, with all-terrain vehicles and off-road vehicles also performing well. Electric bicycles are expected to grow due to tariff impacts, with clients like Walmart potentially shifting orders to Chinese manufacturers [2][5][6] - **Sales Growth**: Sales revenue increased by approximately 20% in the first half of 2025, with net profit growth expected to outpace revenue growth due to high margins on golf carts [3][10] - **Golf Cart Sales**: Approximately 10,000 golf carts were sold in Q2, with an average price of around 43,000 to 44,000 yuan [12][23] Market Dynamics - **Tariff Impact**: The introduction of anti-dumping tariffs has led to a drastic decline in exports of golf carts from China to the U.S., with a drop of 80-90%. This has created opportunities for companies with overseas production capabilities [13][14] - **U.S. Market Strategy**: The company has established a localized operation in the U.S. and has a significant team, enhancing brand and channel advantages. Inventory levels are healthy, with no immediate impact from tariffs expected [7][8][36] Product Performance - **Product Categories**: Besides golf carts, all-terrain vehicles and off-road vehicles showed good performance, while electric bicycles are anticipated to grow due to shifting orders from major clients [5][6][9] - **Regional Performance**: In non-U.S. markets, all-terrain vehicles have seen over 20% annual growth, while electric scooters in Europe have faced declines [9][28] Robotics Business - **Development Plans**: The company is accelerating its robotics business, establishing a smart technology company in Shanghai to develop humanoid robots and autonomous vehicles. Collaborations with TSKL focus on efficient research and data collection, with expectations for revenue generation by 2026 [11][20][22] Competitive Landscape - **Market Positioning**: TaoTao Vehicle differentiates itself through its established brand, localized operations, and extensive sales channels in North America. The company aims to capture a significant market share in the golf cart segment, targeting sales of over 100,000 units in the coming years [15][18][30] - **Challenges in Europe**: The company faces challenges in the European market due to high anti-dumping taxes and competition from low-priced Chinese manufacturers [32][28] Future Outlook - **Growth Projections**: The company anticipates continued growth, with a long-term goal of achieving a market share of 20-30% in the golf cart segment. The natural growth rate of the golf cart market is estimated at 8-10% annually [16][18] - **Investment in Robotics**: Future investments in robotics are expected to increase operational costs, but the company is prepared to manage these expenses based on market conditions [22][19] Supply Chain and Production - **Production Strategy**: The company has divided its production capabilities, with Vietnam and Thailand serving the U.S. market and China focusing on non-U.S. markets. This strategy is aimed at mitigating tariff impacts [24][25] Conclusion - **Core Competitiveness**: TaoTao Vehicle's core competitiveness lies in its established brand, localized operations, and global supply chain, positioning it as a significant player in the electric vehicle market [38][39]

Core Viewpoint - The financial technology sector is experiencing fluctuations, with the China Securities Financial Technology Theme Index showing a decline of 1.51% as of July 2, 2025, while the Financial Technology ETF has seen a recent net inflow of 54.4 million yuan, indicating ongoing investor interest in this sector [3][4]. Group 1: Market Performance - The China Securities Financial Technology Theme Index (930986) decreased by 1.51% as of July 2, 2025, with component stocks showing mixed results [3]. - The Financial Technology ETF (516860) also fell by 1.65%, with a latest price of 1.37 yuan, but has accumulated a 4.59% increase over the past week [3]. - The ETF recorded a turnover rate of 6.57% and a transaction volume of 58.5 million yuan on the same day [3]. Group 2: Fund Flows and Performance Metrics - The Financial Technology ETF experienced a net inflow of 54.4 million yuan recently, with a total of 32.7 million yuan net inflow over the last five trading days [4]. - The ETF's financing balance reached 747.7 million yuan, indicating continued leverage interest [4]. - Over the past year, the ETF's net value has increased by 109.11%, ranking it 8th out of 2889 index stock funds, placing it in the top 0.28% [4]. Group 3: Risk and Return Analysis - The Financial Technology ETF has shown a maximum monthly return of 55.92% since its inception, with an average monthly return of 10.60% [4]. - The ETF has a historical three-year holding profit probability of 97.28% and an annual profit percentage of 66.67% [4]. - As of July 1, 2025, the ETF's Sharpe ratio was 1.61, indicating strong risk-adjusted returns [4]. Group 4: Fee Structure and Tracking Accuracy - The management fee for the Financial Technology ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in comparable funds [5]. - The ETF has a tracking error of 0.039% over the past month, demonstrating the highest tracking precision among similar funds [5]. Group 5: Index Composition - The China Securities Financial Technology Theme Index includes companies involved in financial technology, with the top ten weighted stocks accounting for 51.2% of the index [6]. - The leading stocks in the index include Dongfang Caifu, Tonghuashun, and Hengsheng Electronics, among others [6].

看储备，近年来，东莞加快转型升级，加工贸易占比逐年降低，与2018年相比，劳动密集型产品出口占 比下降4.3个百分点，机电产品出口占比提升至62.6%。从以加工贸易成就外贸大市，到以先进制造扛起 外贸大旗，高质量发展的韧性更强。 2025年上半年，中国外贸怎么样？ 看应对，外部挑战一来，东莞率先出台"稳外贸30条"，从办好境内外展会到促进海外仓发展，从强化信 保支持到加快成果转化，政策鲜明、举措务实，为的便是全力支持企业稳订单、拓市场、保份额。 面对外部环境不确定性，有人忧心忡忡，认为企业生产经营挑战重重。当记者真正走进东莞外贸一线时 却发现，更多企业表现出坚定的意志、充足的底气。 挑战面前，底气从何而来？ 底气，来自产业韧性。经历过2008年国际金融危机、上一轮中美经贸摩擦的风雨考验，许多外贸企业抗 压能力更强，展现出"越压越强"的产业韧性。 看市场端，无论是"转身"国内市场，还是"开荒"多元市场，不少企业主动作为、开拓版图、分散风险。 挑战来临时，就能做到"手上有单，心中不慌"。 看产业端，东莞在电子信息、装备制造等领域的产业链齐全、配套能力强，让身处其中的企业能产出更 具性价比、更有创新力的产品。采访中 ...

本报北京电(记者廖睿灵)记者从国家能源集团获悉，模型参数达千亿级别的"擎源"发电大模型日前正式 发布，这是全球首个千亿级发电行业大模型，融合了运行监测、设备状态、气象环境等多方面数据。 比如，在电力交易领域，"擎源"可以担任"智慧交易参谋"，精准预测气象变化，预警水情风险，分析市 场形势，为现货交易决策提供支持。一台600兆瓦的发电机组，生产成本可下降0.3%，盈利能力提升 2%。在设备检修领域，"擎源"能够敏锐感知机组状态，智能制定检修策略与派单，推动检修模式从传 统的"被动故障处理"向"预防性状态检修"转变。 国家能源集团电力产业部运行分析处经理王安介绍，"擎源"发电行业大模型的发布，是落实国家数字经 济战略、推动能源行业智能化转型的标杆性成果，安全管控从以人防、物防为主的传统方式，转变为 AI赋能的主动防护体系；运维模式从"事后维修、定期检修"变为"预测性维护、状态检修"；交易决策从 依赖经验和局部信息的传统决策模式，转变为基于海量数据（603138）融合、多模型寻优的智能辅助决 策与自动寻优决策并行模式；调度运行从人工判断、单点优化的调度方式，升级为融合气象水情、市场 供需、设备状态等多维信息的全局协 ...

事实上，阳煤化工正处于转型升级的关键阶段，而且公司控股股东于近期进行了增持行动，彰显了对公 司未来发展的信心。另外，阳煤化工未来将更名为"潞化科技"，此举也意味着公司未来会加大智能化发 展的规划，近年来，公司陆续淘汰部分落后产能，持续优化布局，自身业务未来有望与控股股东产生协 同效应。随着公司主业地持续改善，公司有望在控股股东潞安化工的支持下深化业务转型，发展氢能、 智能装备等新兴产业，有望打开第二成长曲线。记者发现，最近光大证券对公司的研报也持续给予 了"增持"评级。 对于未来发展规划，阳煤化工向记者表示，将持续深化"三个聚焦"战略布局，聚焦新质生产力、聚焦绿 色低碳发展、聚焦主业发展，公司将通过全力推动项目投产、抓住政策机遇提升产能、向高附加值材料 方向转型等一系列举措，为公司发展持续注入新动能。(燕云) 7月1日晚间，阳煤化工（600691）公告显示，阳煤化工原控股股东华阳集团（002906）曾于2021年4月 16日和2021年6月30日在未经公司同意的情况下，将约11.26亿元划转至华阳集团帐中，虽然上述所涉资 金在当年9月已全部归还，仍构成控股股东非经营性资金占用。公司及相关当事人因未按规定披露上 ...

7月1日，山东信通电子股份有限公司（股票代码：001388 简称"信通电子"）正式登陆A股。作为国内工业 物联网智能终端及系统解决方案的领先企业，公司深耕电力、通信双赛道，依托持续领先的技术壁垒，获 得了国家电网、南方电网、中国联通、中国移动等头部客户的长期认证，随着资本化进程的持续推进，公 司产能及技术实力将得到进一步的提升，为业务增长注入新动能。 双轮驱动业务布局，细分领域龙头地位凸显 信通电子自1996年成立以来，在以创始人暨实际控制人李全用为核心的技术团队引领下持续深耕工业物联 网领域。该团队核心成员多具有淄博无线电厂、淄博市计算机应用研究所等资深工业机构背景，在工业物 联网技术研发领域积淀深厚。 依托核心团队的专业底蕴，信通电子形成了 输电线路智能巡检系统、变电站智能辅控系统、移动智能终端 三大核心产品矩阵，覆盖 电力、通信 两大国民经济关键领域。2024年，公司营收首次突破10亿元大关，其 中输电线路智能巡检系统贡献64.88%营收，变电站智能辅控系统同比增长80%至1.53亿元，成为增速最快的 业务引擎。 目前，信通电子已成为了国内具有代表性的工业物联网智能系统提供商。 在通信运维领域，公司通信 ...