Market Overview - The Shanghai Composite Index closed at 3519.65 points, up 0.27%, with a trading volume of 623.1 billion yuan [1] - The Shenzhen Component Index closed at 10684.52 points, down 0.11%, with a trading volume of 835.6 billion yuan [1] - The ChiNext Index closed at 2197.07 points, down 0.45%, with a trading volume of 387.28 billion yuan [1] - The STAR Market 50 Index closed at 992.39 points, down 0.21%, with a trading volume of 22.92 billion yuan [1] - Total trading volume for both markets was 1458.75 billion yuan, a decrease of 253.38 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included machinery, public utilities, oil and petrochemicals, textiles, chemicals, non-ferrous metals, and pharmaceuticals [2] - Active concepts included PEEK materials, humanoid robots, geothermal energy, and innovative drugs [2] - Weak sectors included real estate, media, securities, education, insurance, and retail [2] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 26.576 billion yuan [3] - The net outflow from the ChiNext was 12.112 billion yuan, and from the CSI 300 was 6.366 billion yuan [4] - Only four sectors saw net inflows: machinery (394 million yuan), home appliances (117 million yuan), coal (38 million yuan), and oil and petrochemicals (37 million yuan) [4] Individual Stock Performance - A total of 2089 stocks saw net inflows, with 37 stocks receiving over 100 million yuan in net inflows [5] - The stock with the highest net inflow was Zhongji Xuchuang, with 497 million yuan [6] - Conversely, 3048 stocks experienced net outflows, with 92 stocks seeing over 100 million yuan in net outflows [7] - BYD had the highest net outflow at 1.308 billion yuan [8] Institutional Activity - Institutions had a net buy of approximately 33.89 million yuan, with 17 stocks being net bought and 14 stocks net sold [9] - The stock with the highest institutional net buy was Xiangyang Bearing, with about 111 million yuan [10]

中新网赣州7月13日电 (熊锦阳)7月12日，2025第四届中国(赣州)永磁电机产业创新发展大会在江西省赣 州市赣县区举办。 近年来，赣县区(赣州高新区)聚焦钨、钴镍锂、智能装备制造等产业链，倾力打造了钨新材料及应用、 锂电新能源材料及应用等特色鲜明的产业集群。落地了10个国家级、16个省级科创平台，形成了以中国 科学院赣江创新研究院为龙头的"两院五中心"科创平台集群，构建了集基础研究、技术开发、成果转化 和检测检验等于一体的科技创新体系，为永磁电机产业发展创造了得天独厚的条件。(完) （文章来源：中国新闻网） "本次大会的召开，搭建了跨界交流、合作创新的优质平台，对共同推动我国永磁电机产业发展意义重 大。"中国工程院院士、江西理工大学校长葛世荣认为，发展永磁电机产业要进一步强化科技创新引 领，注重人才培养；要加强政产学研用融合创新，加速关键矿产领域科技成果转化，进一步拓宽江西省 关键矿产应用渠道、提升关键矿产下游产业链水平，服务江西关键矿产万亿产业创新发展。 "今年是中国(赣州)永磁电机产业创新发展大会连续举办的第四年，在各方积极支持下，会议已成为促 进我国永磁产业创新发展的品牌会议，为助力区域发展发挥了重 ...

讲一个大实话，绝大多数人对于我们国家「电机电控」领域的强大制造力、丧心病狂的性价比，是毫无认 知的。 但你根本想不到—— 抛开工业级的动力、精度，在玩具领域这样的产品，能有多便宜？ 讲真，办公室一帮小时候父母人均工资几百块，而超市里随便一个遥控汽车就要上百，加点声音、光电效 果，就要大几百的成年人们…… 在看到这个⬇️ 装载耐磨麦克纳姆轮、八轮协调系统…… 快速穿行各种复杂地面； 就像年初，全国人民都被宇树科技这个「机械战狼」惊的目瞪口呆！ 声光电拉满，会做各种复杂动作花样，玩半天都不带重样的 「 特技机械 狗」 都惊呆了，特别是在知道他的 价格还不过百！ 整个人对「物价体系」的认知随之崩塌！纷纷当场预定，买给家里孩子、外甥外甥女侄子侄女门和自己！ 特别是这个特种运输车才会用到的「麦克纳姆轮」，堪称天才的设计！ 它赋予了机器狗玩具，远超此前形态的灵活性和稳定性！ 点击下图即可购买 ▼ 有两种遥控模式可选⬇️ 传统的遥控器，基本上任何孩子一上手就能快速启动，前后左右毫无学习成本！ 而手指遥控模式，就更加酷炫了！ 开启启动、配对遥控，你就可以操纵他快速前进、后退、转向、翻滚…… 360°旋转，自由摆臂百变姿态，轻 ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 由于潮汐锁定，月球始终只有一面对着地球，这导致 月球背面 （月之暗面） 一直是个谜，月球背面的演 化历史和其外观一样神秘莫测。 直到去年，中国的 嫦娥六号 任务成功从月球背面的南极-艾特肯盆地带回了 28 亿年前的玄武岩样本，这 一局面才得以改变。 成功带回了 1935.3 克珍贵样品 北京时间 2025 年 7 月 9 日，国际顶尖学术期刊 Nature 以封面专题形式发表了来自中国学者的 4 篇 Nature 论文 （其中 3 篇此前已在 Nature 在线发表） ，前三篇论文分别研究了 月球背面的火山活动 、 月球背面的发电机磁场 以及 月球背面的月幔水含量 ，7 月 9 日上线的这项最新研究则 揭示了月球背面玄 武岩样本的起源，并对其形成过程提供了新的见解。 | Article | Lunar farside volcanism 2.8 billion years ago from Chang'e-6 basalts | | --- | --- | | Open Access | Volcanism identified by Pb-Pb dating of b ...

中信证券指出，稀土行业供需格局有望迎来拐点。新能源汽车、消费电子、变频空调、风电等需求有望 持续提升，机器人、低空经济和工业电机等新兴领域有望打开远期需求成长空间。 展望2025下半年，国投证券看好黄金、铜、稀土的投资机会，认为黄金有望受益于美元信用走弱和美国 降息预期增强，看好金价续创新高。铜冶炼原料供给受限，需求具备长期韧性，看好铜价中枢上移。预 计出口逐步放开、需求持续增长、供给刚性下，稀土价格有望迎来上涨。 从估值水平来看，截至6月底，中证有色金属指数市净率为2.24，位于上市以来34.45%分位点的历史较 低位置，低于中证有色金属指数上市以来周频市净率数据的中位数2.52，估值较低，配置性价比较高。 短暂休整后，再冲锋！今日（7月10日）揽尽有色金属行业龙头的有色龙头ETF（159876）红盘活跃， 场内价格现涨0.51%。成份股方面，北方稀土涨超6%，华钰矿业涨逾5%，中国稀土涨超3%，中孚实 业、中国铝业等个股跟涨。 消息面上，美东时间7月8日，特朗普在内阁会议上宣称将对所有进口到美国的铜征收50%的新关税。美 国商务部长卢特尼克表示，特朗普有意对铜征收50%关税的目的是将铜生产转移回美国国内， ...

答：在传统清洗业务领域，公司已在国内市场占据一定的 份额，短期内较难出现显著变化，业务增长主要依赖新增客户。 目前来看，市场的增量客户是该类业务的重点开拓对象。在主 动清洗业务方面，公司已经获得了部分车型的定点项目，预计 会根据量产进度逐步布置气液混合式主动清洗系统 25 万套/ 年的产能。 宁波恒帅股份有限公司 投资者关系活动记录表 编号：2025-017 投资者关系活动类 别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 □其他 参与单位名称及人 员姓名 西部证券：陈瑞基；上海利幄：蒋雨轩 时间 2025 年 07 月 8 日 地点 公司会议室 上市公司接待人员 姓名 董事会秘书：廖维明 投资者关系活动主 要内容介绍 一、与调研人员就以下几方面内容进行了讨论与沟通： 问题一：请简单介绍下公司的业务及经营情况？ 答：公司主要从事车用电机技术、流体技术相关产品的研 发、生产与销售，致力于成为全球领先的汽车电机技术解决方 案供应商。公司依托现有电机和流体技术，将现有业务规划布 局为四大业务单元。在电机技术领域，划分为电机业务、电动 模块业务；在流体技术领域，划分为驾驶 ...

Group 1 - The core issue revolves around the strategic competition between China and the United States regarding rare earth supplies, with the U.S. making concessions on tariff trade to gain some relaxation of China's export controls on rare earths [1][9]. - China is accelerating its efforts to consolidate its leading position in the rare earth industry, achieving significant breakthroughs in hypersonic technology [3][11]. - A notable technological advancement is the development of a low-inertia, high-dynamic-response permanent magnet motor system for hypersonic vehicles, which utilizes rare earth materials to enhance performance [5][7]. Group 2 - The new permanent magnet motor, made from neodymium-iron-boron, is 40% lighter than traditional motors and can switch from stationary to full speed in 0.1 seconds, tripling dynamic response speed [7][9]. - This technology improves energy efficiency by 60% compared to traditional motors, allowing vehicles to travel further and faster, exemplified by the increase in range of the Dongfeng-17 hypersonic missile from 1,800 km to 2,500 km [7][9]. - China's control over the rare earth supply chain is significant, with 90% of global rare earth permanent magnet production capacity concentrated in China, particularly in Inner Mongolia [8][11]. Group 3 - The U.S. military's heavy reliance on Chinese rare earths has been highlighted, with 80% of the magnetic components in its intercontinental missiles sourced from China, exposing vulnerabilities in its supply chain [9][13]. - China's strategic response includes reinforcing export controls and accelerating the conversion of rare earth technologies, with 53 related technological achievements expected in 2024 [11][12]. - The U.S. faces a strategic dilemma as it attempts to rebuild its domestic rare earth supply chain, which could take at least 10 years and may only meet 30% of its needs by 2030, despite significant investment [13][15]. Group 4 - The technological gap in hypersonic capabilities is widening, with China reportedly leading the U.S. by at least five years in hypersonic glide vehicle technology, and this gap is increasing at a rate of 20% per year [15][17]. - The U.S. attempts to support its domestic rare earth industry through legislation have been hampered by environmental regulations and high costs, delaying production timelines [17][18]. - The outcome of this strategic competition is beginning to take shape, with China's advancements in rare earth technology and strategic control potentially reshaping the global military industrial landscape [17][20].

安全是负载系统的生命线。新系统配备了双重制动器(刹车片)，其设计核心在于"断电即锁止"。没有电 力时，弹簧会立刻将刹车片锁死，重物悬停空中。而当绳子缠绕住障碍物，飞机需要弃绳脱困时，系统 并非简单切断，而是通过一个巧妙的专利凸轮装置，在收到弃绳指令时，主电机强大的拉力能够克服凸 轮的锁定，将固定点拽出，实现安全、可控的"脱困"。同时，末端传感器实时监测绳长，智能判断何时 需要停止释放(不会误弃绳)，何时需要执行弃绳动作。 DJI FC100不少方面都进行了提升，单电模式下，最大支持载重30kg升级到80kg，双电模式下,最大支持 载重40kg升级至65kg。若在3000海拔的水平面上，DJI FC100单电载重在70kg，双电在50kg。 DJI FC30支持货箱与空吊系统两种模式，而全新一代DJI FC100在经过市场及用户调研后，升级为支持 两种不同模式的空吊系统：旗舰版及双电版。旗舰版支持线缆收放，收放绳长30米，并支持1.2米/秒的 重载快速收放。挂钩主动开合，实时称重，弃绳脱困等功能；双电版适用于无需卷扬机的简单场景，比 如开阔的起降场地，通过飞行器降高配合地勤在地面接货进行货物卸货。该负载也同时支 ...

Core Viewpoint - FORTIOR (峰绍科技) is set to launch an IPO on the Hong Kong Stock Exchange, aiming to raise approximately HKD 19.64 billion through the issuance of 16.2995 million H-shares at a price of HKD 120.5 per share [1][3]. Group 1: IPO Details - The company has entered into cornerstone investment agreements with 10 investors, collectively subscribing to approximately USD 112 million worth of shares [3]. - The expected net proceeds from the IPO are around HKD 18.46 billion [1]. Group 2: Financial Performance - FORTIOR's revenue for 2022, 2023, and 2024 is projected to be approximately RMB 3.23 billion, RMB 4.11 billion, and RMB 6.00 billion, respectively [7]. - The gross profit for the same years is expected to be around RMB 1.85 billion, RMB 2.17 billion, and RMB 3.16 billion, with net profits of RMB 1.42 billion, RMB 1.75 billion, and RMB 2.22 billion [7]. Group 3: Use of Proceeds - Approximately 34% of the net proceeds from the IPO will be allocated to enhancing research and innovation capabilities [8]. - About 10% is planned for enriching the product portfolio and expanding downstream applications [8]. - Approximately 16% will be used to expand the overseas sales network and promote products in international markets [8]. - Around 30% is expected to be allocated for strategic investments and/or acquisitions [8]. - An additional 10% is anticipated for working capital and general corporate purposes [9].

Core Viewpoint - The diesel generator concept is experiencing significant activity, with major companies like Weichai Heavy Machinery seeing a surge in stock prices, indicating strong market demand and positive outlook for the industry [1] Group 1: Market Activity - Weichai Heavy Machinery's stock reached the daily limit increase, reflecting investor confidence in the diesel generator sector [1] - Other companies such as KOTAI Power and Taihao Technology also saw stock increases, with KOTAI Power rising over 10% [1] Group 2: Industry Demand and Pricing - Institutional research reports indicate that the leading domestic diesel generator manufacturers have filled their production capacity for the year [1] - The prices of diesel generators are on an upward trend, with expectations for further orders in June-July and at the end of the year [1] - The overall demand for diesel generators is projected to significantly exceed previous expectations, suggesting a robust market environment [1]