Core Insights - The collaboration between Wuliangye Group and Siemens marks a significant step towards enhancing the "Digital Wuliangye" initiative, focusing on digital transformation and sustainable practices [1][6]. Group 1: Partnership Development - Wuliangye Group's chairman led a delegation to Siemens' R&D center and headquarters, resulting in a consensus to deepen cooperation [1][6]. - A strategic cooperation agreement was signed between Wuliangye and Siemens (China) to establish a long-term partnership in areas such as digital planning, electrification, automation, and low-carbon solutions [6]. Group 2: Technological Advancements - The delegation explored Siemens' advancements in artificial intelligence, sustainable energy, and cybersecurity, gaining insights into digital twin technology, flexible manufacturing, and AI applications [5][6]. - Both companies discussed the integration of digitalization and low-carbon initiatives to enhance their collaboration and drive industry leadership in automation and digital transformation [6]. Group 3: Cultural and Market Expansion - Wuliangye aims to elevate its global presence through the "He Mei Global Tour," enhancing cultural engagement and marketing strategies to integrate traditional Chinese liquor culture into global consumer experiences [8]. - Future initiatives will focus on deepening industry cooperation, creating immersive consumer experiences, and expanding innovative service scenarios to strengthen the global liquor supply chain [8].

铁建重工688425 时间: 2025年7月7日星期一 55.80分综合得分 较强 趋势方向 主力成本分析 4.09 元 当日主力成本 4.08 元 4.03 元 60日主力成本 周期内涨跌停 5日主力成本 4.04 元 20日主力成本 过去一年内该股 涨停 0次 跌停 0 次 北向资金数据 | 持股量1052.63万股 | 占流通比0.71% | | --- | --- | | 昨日净买入-194.83万股 | 昨日增仓比-0.132% | | 5日增仓比-0.368% | 20日增仓比0.013% | 技术面分析 4.08 短期压力位 4.07 短期支撑位 4.12 中期压力位 3.95 中期支撑位 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 工程机械 0.18%、工业母机 -0.22%、工业互联 0.36%、磁悬浮概念 1.34%等 ★平顶★ 温和的反转 资金流数据 2025年07月07日的资金流向数据方面 （以上内容为自选股写手差分机完成，仅作为用户看盘参考，不能作为操作依据。） | 主力资金净流入399.37万元 | | --- | | 占总成交额5% ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 炎症性衰老 （ inflammaging ） ，即与年龄相关的慢性炎症增加，被认为是 衰老 的一个标志。然而，目前对于基于循环细胞因子来衡量炎症性衰老还没有达成 一致的方法。 近日 ，加拿大 舍布鲁克大学和美国哥伦比亚大学的研究人员合作，在 Nature 子刊 Nature Aging 上发表了题为 ： Nonuniversality of inflammaging across human populations 的研究论文。 该研究通过比较工业化人群 （来自 意大利和新加坡的人群 ） 和非工业化人群 （来自 玻利维亚和马来西亚的原住民 ） ，发现 炎症性衰老 （ inflammaging ） 在不同群体中并不具有普遍性， 生活方式工业化程度较低的人群可能不会经历炎症性衰老。因此， 炎症性衰老可能只是工业化生活方式的副产物，因此在全球不 同人群中存在着显著差异。 短期炎症对于治愈感染至关重要，但长期炎症暴露 （炎症性衰老） 已知会增加生物学衰老和出现年龄相关性疾病的风险。不过，之前并不确定炎症性衰老对所有 人群的影响是否一致。 在这项新研究中，研究团队评估了在意大利的 ...

2025 年 7 月 7 日 行业研究 5 月电解铝产能利用率创 2012 年有统计数据以来新高水平 ——金属周期品高频数据周报（2025.6.30-7.6） 要点 流动性：M1 和 M2 增速差在 2025 年 5 月为-5.6 个百分点。（1）BCI 中小 企业融资环境指数 2025 年 6 月值为 49.12，环比上月+0.07%；（2）M1 和 M2 增速差与上证指数存在较强的正向相关性：M1 和 M2 增速差在 2025 年 5 月为-5.6 个百分点，环比+1.1 个百分点；（3）本周伦敦金现价格环比上 周+1.94%。 基建和地产链条：6 月下旬重点企业粗钢旬度日均产量环比-0.88%。（1） 本周价格变动：螺纹+2.91%、水泥价格指数-1.68%、橡胶+0.72%、焦炭 +0.00%、焦煤+0.09%、铁矿+3.55%；（2）本周全国高炉产能利用率、水 泥、沥青、全钢胎开工率环比分别-0.54pct、+16.00pct、-0.6pct、 -1.89pct；（3）6 月下旬重点企业粗钢旬度日均产量为 212.90 万吨。 地产竣工链条：钛白粉、平板玻璃毛利润处于低位水平。本周钛白粉、玻璃 的价 ...

值得一提的是，综合体以《山海经》中"声如雷霆、光耀千里"的夔牛为文化符号，取其坚韧不拔、开拓进取的精 神内涵，与淮北工业精神相呼应，打造出安徽省首个机械巨兽主题文商旅综合体。 闲置的老电厂如何重获新生，变身"顶流"文旅新地标？就在7月6日上午，一个以"工业文化+科技体验"为核心，集 工业博物馆、主题商业街区、研学教育于一体的文商旅综合体——安徽淮北夔牛天街项目，正式揭开神秘面纱， 并宣布对外开放运营。 据介绍，夔牛天街项目位于淮北市相山区濉溪路与惠黎路交汇处核心区位，其前身是承载着淮北三代人集体回忆 的大唐发电厂老厂区所在地。随着国家能源结构调整和环保要求提升，这座服役半个世纪的老电厂在2018年逐步 关停。 2020年，国家发展改革委等五部门联合印发《推动老工业城市工业遗产保护利用实施方案》，明确指出要加快推 进老工业城市工业遗产保护利用，促进城市更新改造，探索老工业城市转型发展新路径。 对此，淮北积极响应，在市委、市政府统筹规划、社会资本投资建设下，老电厂改造列为城市更新重点工程、文 旅消费新场景加快推进，总建筑面积超10000㎡，并由专业团队受邀整体规划。 项目总负责人党天元告知记者，"我们不是简单修复 ...

Group 1 - Germany's industrial output for May showed a seasonally adjusted increase of 1.2%, surpassing expectations of 0% and rebounding from a previous decline of 1.4% [1]

Group 1 - The company Dalian Demais Precision Technology Co., Ltd. has applied for a patent for a "Virtual Design Platform for Automotive Precision Axles under the Industrial Metaverse," indicating its focus on advanced simulation design technology [1] - The patent application involves collecting operational data of automotive precision axles and utilizing digital twin technology to create virtual models based on the interconnections of various functional units within the axles [1] - The platform aims to perform sensitivity analysis on the virtual models to determine critical design parameters and evaluate simulation performance under dynamic nonlinear conditions [1] Group 2 - Dalian Demais Precision Technology Co., Ltd. was established in 2001 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 15,334 million RMB and has made investments in two other enterprises while participating in 17 bidding projects [2] - The company holds 172 patents and has 48 administrative licenses, showcasing its active involvement in innovation and regulatory compliance [2]

芯片实验室的最新突破更令人振奋。瑞士科学家把二硫化钼做成薄膜，柔性芯片竟能像纸片般弯曲折叠！更惊人的是功耗只有硅芯片的20%，类脑芯片植入 人体不再是科幻。毕竟人体本就含有钼元素，70公斤重的人体内藏着9克钼，既能抑制肿瘤又为"人机融合"铺平道路。 全球市场正在为钼疯狂。2023年钼价冲破3200元/吨度，比六年前暴涨近三倍。智利矿山产量骤降19%引发供应危机时，中国产量却逆势增长9.5%。内蒙古 大苏计钼矿的机械日夜轰鸣，55%品位的精矿源源不断运往钢厂。明年起中国实施出口管制的消息，更让国际买家急得团团转——再不囤货可能面临40%的 价格涨幅。 E IN 12 11 2 d | 21-4 Sec. 25 E 100 10 8 175 r RE PAC S 站在陕西金堆城矿区的观景台，眼前是全亚洲最大的钼矿露天坑。每辆矿车装载的矿石中，钼含量不过0.08%，但经过浮选提炼后，这些银灰色粉末将变身 高端制造的"黄金粉末"。当欧美还在为芯片材料卡脖子时，中国工程师正把二硫化钼薄膜厚度控制在纳米级，柔性显示屏的折叠梦想即将照进现实。 从火箭尾焰中的耐热合金到手机屏幕里的柔性芯片，从医院X光机到农田里的钼肥，这种不 ...

Group 1 - The core viewpoint is that silver prices have surged over 32% this year, outperforming gold's nearly 20% increase, making silver one of the best-performing major commodities [2] - Silver is still relatively inexpensive compared to gold, with prices on June 16 showing gold at 797 CNY per gram and silver at 10.50 CNY per gram, indicating a growing interest in silver investments [3][5] - Investment in silver products has seen a significant increase, with sales of silver bars and coins rising over 40% year-on-year, and a 20% increase in sales from May to June [5] Group 2 - The surge in silver prices is attributed to policy risks, particularly the increase in tariffs on steel and aluminum by the U.S., leading to market uncertainty and a shift of investments into silver futures [5][6] - Silver's industrial demand is rising due to its essential role in technologies such as photovoltaics, electric vehicles, and AI hardware, with a projected total demand of 1.164 billion ounces in 2024 [10][11] - The silver market has experienced a supply-demand imbalance for five consecutive years, with limited growth in silver production and historically low global inventories, supporting price increases [13][14] Group 3 - The gold-silver ratio, which measures the relative value of gold to silver, reached 1:100 in June, significantly above historical averages, indicating potential for silver price appreciation [18][20] - Historical data suggests that when the gold-silver ratio exceeds 100, it often leads to a period of excess returns for silver, as it tends to revert to historical norms [19][20] - The current market conditions suggest that silver may continue to rise in value, making it an attractive investment option for the long term [22] Group 4 - While silver shows promise for significant price increases, potential economic downturns and inflation risks could suppress industrial demand, necessitating cautious investment strategies [23] - It is recommended that investors allocate 5-15% of their portfolio to precious metals like silver as a form of insurance rather than a primary investment [24] - The disparity between gold and silver prices presents both risks and potential returns, emphasizing the importance of understanding market dynamics over relying solely on technical analysis [26]

Core Viewpoint - Huadian New Energy is set to launch its IPO, which is expected to be the largest in A-shares this year, with a focus on renewable energy projects including wind and solar power [2][3]. Summary by Sections IPO Details - Huadian New Energy will be available for subscription this week, with a single account subscription limit of 1,490,500 shares and an issue price of 3.18 yuan per share, the lowest in A-shares this year [2]. - The company aims to raise approximately 15.8 billion yuan through this IPO, potentially reaching 18.17 billion yuan if the overallotment option is fully exercised [3]. Business Overview - The company is primarily engaged in the development, investment, and operation of renewable energy projects, focusing on wind and solar power [2]. - Huadian New Energy is one of the largest renewable energy companies in China, with a total installed capacity of 68.6171 million kilowatts as of December 31, 2024, including 32.0245 million kilowatts from wind power and 36.5926 million kilowatts from solar power [2][3]. Financial Performance - The projected revenues for Huadian New Energy from 2022 to 2024 are 24.673 billion yuan, 29.58 billion yuan, and 33.968 billion yuan, respectively, with net profits of 8.522 billion yuan, 9.62 billion yuan, and 8.831 billion yuan [3]. - The company has a comprehensive coverage of various types of renewable energy projects, including large-scale, offshore wind, and distributed solar projects [3].