Group 1 - The company issued 2.185 million convertible bonds on July 26, 2023, raising a net amount of approximately RMB 211.75 million [1] - The convertible bonds are listed on the Shenzhen Stock Exchange under the name "聚隆转债" with a code of "123209" starting from August 17, 2023, and have a maturity of six years [2] - The coupon rates for the convertible bonds are structured to increase from 0.3% in the first year to 3.0% in the sixth year [2] Group 2 - The initial conversion price for the bonds is set at RMB 18.27 per share, while the current conversion price is RMB 17.77 per share [2] - The trading price of the convertible bonds experienced a significant fluctuation, with a cumulative closing price increase exceeding 30% over three consecutive trading days [2][3] - The company confirmed that there are no undisclosed matters that should have been reported according to the Shenzhen Stock Exchange rules [4]

Group 1 - The third China International Supply Chain Promotion Expo was held from July 16 to 20 in Beijing, attracting 1,200 participating companies and institutions, with over 210,000 online and offline attendees, a 5% increase from the previous year [2] - A total of 15,200 new products, technologies, and services were launched at the expo, marking a 67% increase compared to the last event, with 55 items released for the first time [2] - The proportion of foreign exhibitors has steadily increased, reaching 35% this year, with over 65% of exhibitors being Fortune 500 companies [2][4] Group 2 - The presence of U.S. companies, including Nvidia, Apple, and Tesla, was a major highlight, with a 15% increase in the number of U.S. exhibitors compared to the previous year [3][4] - Cargill emphasized the importance of the Chinese market, which accounts for 17% of the global population, and highlighted the growing demand for diverse, nutritious, and environmentally friendly food products [4] - The expo facilitated over 6,000 cooperation agreements and intentions, showcasing the potential for international collaboration in supply chains [2] Group 3 - The event featured 70 meetings and activities, with over 14,000 participants, including industry leaders and international organization representatives [6] - High-level executives from participating companies actively engaged in networking and collaboration, enhancing the event's effectiveness in connecting research outcomes with market needs [6][7] - PwC highlighted the profound changes in global manufacturing and supply chains, emphasizing the need for transformation and risk management in the manufacturing sector [7]

以下文章来源于中新经纬 ，作者李自曼 林琬斯 中新经纬 . 中新经纬是由中国新闻社主办的财经新媒体，拥有中国互联网新闻信息采编发布服务资质。以手机客户 端（APP）等为主要传播平台，以"权威、前瞻、专业、亲和"为特色宗旨，传播财经资讯、解读经济政 策、讲述商界故事，打造精英的财经资讯平台。 来源|中新经纬 "我学的是法律专业，无人机行业很有职业发展前景，我对无人机也挺感兴趣。所以想趁暑假考个 无人机执照，给自身增加点竞争力。"18日，在上无人机飞手培训课程的大三学生周安成对中新经 纬说。 暑假来临，一些无人机飞手培训机构迎来一批大学生学员，不少人花费近万元考取无人机执照。他 们为何扎堆考"无人机执照"？ 01 "班上三分之一是大学生" 周安成所说无人机执照，是由中国民用航空局（CAAC）认证颁发的民用无人驾驶航空器操控员执 照。 2024年1月1日实施的《无人驾驶航空器飞行管理暂行条例》明确规定，操控小型、中型、大型民 用无人驾驶航空器飞行的人员应当向国务院民用航空主管部门申请取得相应执照。 中国民航局2024年9月公布数据显示，截至2024年6月，全国实名登记无人机达187.5万架，但持 证飞手仅22.5万 ...

《中国经营报》记者注意到，万向钱潮这桩引发资本市场密切关注的跨国大并购，具体内容可概括为万 向钱潮拟收购Wanxiang America Corporation（以下简称"万向美国"）持有的Wanxiang America Corp.（以 下简称"WAC"）100%股权，而万象美国是万向集团持股60%的海外企业，万向集团实控人为鲁伟鼎。 鲁伟鼎为万向集团创始人、知名浙商鲁冠球之子。 日前，面对机构和投资者针对上述并购进展的追问，万向钱潮方面回应称："本次交易所涉及的尽职调 查、审计、评估等各项工作正在推进中，交易方案正在进一步磋商，交易相关方尚未签署正式交易文 件。" （万向钱潮旗下传动轴公司生产车间。图片来源：公司官网） 历经一年多时间，万向钱潮（000559.SZ）筹划收购控股股东万向集团旗下海外资产事项，依旧没有迎 来新的进展。 中经记者 方超 石英婧 上海报道 彼时，万向钱潮方面发布《关于筹划发行股份购买资产事项的停牌公告》，并与万向集团签署《合作意 向协议》，拟通过向万向集团发行股份及支付现金的方式购买WAC 100%的股权并募集配套资金。 2024年5月6日，万向钱潮发布《发行股份及支付现金购买资 ...

Suspension - Jiangte Motor's actual controller is planning a change in company control, leading to stock suspension [1] - Sinochem Equipment is planning to issue shares to acquire 100% equity of multiple companies, resulting in stock suspension [1] Private Placement - Huafeng Technology plans to raise no more than 1 billion yuan through private placement for the expansion of high-speed line module projects [2] Equity Transfer - Longxin General's state-owned shareholder is transferring 15.52% of the company's shares from Yufu Capital without compensation [3] - Yunda Technology's controlling shareholder intends to transfer 10% of the company's equity to Zhixiang Dahang at a price of 9.01 yuan per share [4] External Investment and Daily Operations - Fuxin Technology's Micro TEC product has reached industry-leading performance and has passed product verification from a major telecommunications company, achieving bulk supply [5] - Dongfang Precision has signed a strategic cooperation agreement with Leju Robotics [6] - Hongxin Technology has signed a technology development and parts procurement contract with a leading domestic flying car company in the low-altitude economy [7] - Fuwei Co., Ltd. received a project notification from a well-known luxury brand manufacturer, with a project lifecycle expected to last 6-7 years and total sales amounting to 4.9 billion yuan [7] - Rainbowsoft Technology's actual controller proposed a cash dividend of no less than 60% of net profit for the 2025 interim period [8] - Samsung Medical's subsidiary won a transformer procurement framework contract in Brazil worth approximately 341 million yuan [9] - Chuling Information's subsidiary signed a framework contract for intelligent computing network integration [9] - Baotai's BAT4406F injection has received approval for clinical trials [9] - Junxin Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [9] - Dongfang Precision has signed a strategic cooperation agreement with Leju Robotics [10] - Daikin Heavy Industry signed a 430 million yuan contract for offshore wind power monopile foundations in Europe [11] - Kunming Pharmaceutical Group's subsidiary obtained a drug registration certificate for carbonic acid sevelamer dry suspension [12] - Xiechuang Data has initiated preparations for overseas share issuance and application for listing on the Hong Kong Stock Exchange [13] - Health元's restructured anti-IL-17A/F humanized monoclonal antibody injection's phase III clinical trial has reached its primary research endpoint [14] - Beilu Zhikong plans to invest 600 million yuan to build an intelligent driving industrialization base for mining [15] - Jucan Optoelectronics reported a net profit of 117 million yuan for the first half of the year, a year-on-year increase of 3.43%, and plans a 10-for-4.5 stock split [16] Performance Changes - Jinghe Integration expects a net profit of 260 million to 390 million yuan for the first half of 2025, a year-on-year increase of 39.04% to 108.55% due to increased product sales and high capacity utilization [10] - Baismei anticipates a net profit of 33.11 million to 44.42 million yuan for the first half of 2025, a year-on-year increase of 100.07% to 168.38% driven by product structure optimization and international trade channel development [11] - Changying Tong expects a net profit of 26.12 million to 31.92 million yuan for the first half of 2025, a year-on-year increase of 72.12% to 110.33% due to significant growth in optical fiber device deliveries [12] - Mankun Technology expects a net profit of 60 million to 70 million yuan for the first half of 2025, a year-on-year increase of 53.98% to 79.64% as the company optimizes product and customer structure [13] - Canqin Technology anticipates a net profit of 51.3 million to 55.3 million yuan for the first half of 2025, a year-on-year increase of 50.14% to 61.85% due to new product development and market expansion [14] - Aerospace Huanyu expects a net profit of approximately 34.38 million yuan for the first half of 2025, a year-on-year increase of 50.59% driven by revenue growth and changes in product sales structure [15] - Keda Li expects a net profit of 750 million to 820 million yuan for the first half of 2025, a year-on-year increase of 15.73% to 26.53% due to increased sales of new energy vehicles [16] - Honghua Digital expects a net profit of 240 million to 260 million yuan for the first half of 2025, a year-on-year increase of 19.90% to 29.89% as traditional printing equipment transitions to digital printing [17] - Yangjie Technology anticipates a net profit of 552 million to 637 million yuan for the first half of 2025, a year-on-year increase of 30% to 50% due to growth in the semiconductor industry [18] - Haitai Ruisheng expects a net profit of 2.944 million to 4.416 million yuan for the first half of 2025, a year-on-year increase of 607.01% to 960.52% driven by rapid development in AI technology [19] - Zhongshi Technology expects a net profit of 116 million to 129 million yuan for the first half of 2025, a year-on-year increase of 85.01% to 105.75% due to recovery in consumer electronics market demand [20]

Core Viewpoint - The defense and military industry continues to rise, with the popular defense military ETF (512810) reaching a new high since November 13, 2024, and showing a daily increase of 0.9% [1] Group 1: Market Performance - The defense military ETF (512810) recorded a trading volume of 86.68 million yuan, marking three consecutive days of gains [1] - Notable stocks in the defense sector include: - Inner Mongolia First Machinery Group (600967) with a price increase of 7.76% and a market cap of 35.242 billion yuan [2] - AVIC Shenyang Aircraft Company (600760) decreased by 0.99% with a market cap of 184.3 billion yuan [2] - China Shipbuilding Industry Company (600150) increased by 2.08% with a market cap of 155.6 billion yuan [2] - Philihua (300395) surged by 10.79% to reach a historical high [4] Group 2: Future Outlook - Analysts remain optimistic about the defense military sector, suggesting continued over-allocation due to expected performance realization in the second half of the year [2][3] - The industry is anticipated to enter a performance realization phase, with 23 out of 29 component stocks expected to report profits, and 11 stocks projected to double their net profits [2] - The "14th Five-Year Plan" is expected to gradually fulfill orders, with a combination of backlog and new demand driving growth [3] - New sectors such as low-altitude economy and commercial aerospace are projected to experience rapid development, significantly increasing the market ceiling for the defense industry [3] Group 3: Investment Opportunities - The defense military ETF (512810) covers a range of sectors including commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI, making it a diversified investment option [5] - The ETF has recently undergone a share split, reducing the investment threshold to below 70 yuan, allowing easier access to core defense military assets [5]

Market Review - The equity market saw most major indices rise, with the ChiNext Index leading at an increase of 3.17% [4][5] - The bond market experienced a decline in both short and long-term interest rates, with the 10-year government bond rate decreasing by 0.01 basis points to 1.665% [8][12] - The fund market reflected a rebound, with the equity fund index rising by 3.06% and the secondary bond fund index increasing by 0.35% [13] Equity Product Allocation Strategy - Event-driven strategies include focusing on low-altitude economy development, with recommended funds such as Huashan Manufacturing Pioneer A (006154) and Bosera Military Industry Theme A (004698) [18][15] - The asset allocation strategy suggests a balanced core plus a barbell strategy, emphasizing dividend and technology sectors, with funds like Anxin Dividend Select A (018381) and Jiashi Hong Kong Internet Core Assets (011924) [18][19] Stable Product Allocation Strategy - Market analysis indicates a net injection of 12,011 billion yuan by the central bank, maintaining a loose monetary stance [20] - The GDP data for the first half of the year shows a growth of 5.3%, indicating effective growth stabilization policies [20] - Key products to focus on include Nord Short Bond A (005350) and Huashan Pure Bond A (040040) [24][25]

今年上半年，深圳已陆续举办国际眼镜业博览会、国际像塑展、国际电池展、全球人工智能终端展、世 界无人机大会、国际消费电子展、国际传感器与应用技术展等国际性展会，遍布智能终端、无人机、电 池、汽车、机器人等热门产业赛道。 全球人工智能终端展上，来自15个国家和地区的总计300余家企业参展，集中展示了AI手机、AI PC、 AI眼镜、大模型一体机等超1000件AI终端产品及前沿技术，展会首日即吸引专业观众超2万人次； 以"步入低空经济新时代"为主题的世界无人机大会上，国内外825家低空企业携5000多款无人机系统装 备新产品亮相。 南方财经记者 张晓慧 深圳报道 在渔业博览会上观看800斤蓝鳍金枪鱼的开鱼秀，在无人机大会上看无人机踢足球，文博会上欣赏机器 人弹钢琴……今年上半年，深圳的展会异彩纷呈。 深圳市商务局数据显示，今年上半年，深圳市举行各类展会活动超200场，全年预计举办超400场展会活 动。南方财经记者梳理发现，今年上半年，深圳的展会主要呈现出以下两大特点：一是展会专业性强， 聚焦细分产业；二是展会国际化程度高，无论是参展商还是观众都遍及世界各地。 同时，展会也是全球商家交流和采购的一个重要平台，各大展会 ...

Group 1 - Jiangte Electric plans to change its control rights, with stock suspension starting from July 22, expected to last no more than 2 trading days. Additionally, its subsidiary Yichun Yinli will suspend operations for equipment maintenance for approximately 26 days, which is not expected to significantly impact annual performance [3] - Core Technology intends to sell 100% equity of its subsidiary Zhongshan Core Automation Technology for 156 million yuan and transfer related assets for a total of approximately 82 million yuan. The company aims to optimize its business structure by consolidating resources [4] - Fengmao Co. plans to invest no more than 1.5 billion yuan to establish an intelligent chassis thermal control system production base in Yuyao, while terminating the project for a parts production base in Jiaxing, which had not yet commenced [5] - Haopeng Technology's controlling shareholder voluntarily extends the lock-up period for pre-IPO restricted shares by 12 months, reflecting confidence in the company's future development [6] - Good Products has been involved in a share transfer dispute, with the court accepting the case involving 996 million yuan. The outcome may introduce uncertainties regarding the control transfer of its major shareholder [7] Group 2 - Haitan Ruisheng expects a net profit increase of 607.01% to 960.52% for the first half of 2025, driven by rapid growth in AI technology and its applications [9] - GeKao Micro anticipates a revenue growth of 22.27% to 36.51% for the first half of 2025, supported by the recognition of its high-pixel chip integration technology [10] - Jinghe Integration forecasts a net profit increase of 39.04% to 108.55% for the first half of 2025, benefiting from improved industry conditions and increased product sales [11] - Best Beauty expects a net profit increase of 100.07% to 168.38% for the first half of 2025, attributed to significant profit growth in trade products [12] - Juzan Optoelectronics reports a net profit growth of 3.43% for the first half of 2025, with a proposed stock dividend of 4.5 shares for every 10 shares held [13] - Changshu Bank reports a net profit of 1.969 billion yuan for the first half of 2025, a year-on-year increase of 13.55% [14] - Keda Li anticipates a net profit increase of 15.73% to 26.53% for the first half of 2025, driven by the growth in new energy vehicle sales [15] - *ST Sitong reports a net loss of 16.201 million yuan for the first half of 2025, despite a revenue increase of 75.88% [16] Group 3 - Gaode Infrared has signed contracts totaling 685 million yuan for overseas market orders, representing 25.59% of its projected 2024 revenue [18] - Dajin Heavy Industry has signed a contract worth approximately 430 million yuan for offshore wind farm foundation supplies, accounting for 11.38% of its projected 2024 revenue [20] - Dongfang Precision has established a strategic partnership with Leju Robotics, focusing on embodied intelligent robots [21] - Chuling Information's subsidiary has signed a framework contract with China Mobile for a total amount of 421 million yuan, involving intelligent network integration products [22] - Hongxin Technology has entered into contracts with a leading domestic flying car company for component development and procurement [23] Group 4 - Dongcai Technology's chairman plans to reduce his stake by up to 0.43% due to personal financial needs [25] - Tianchuang Fashion's shareholder Visions plans to reduce its stake by up to 1% through centralized bidding [26]

AI基金弘毅远方国企转型升级混合A（006369）披露2025年二季报，第二季度基金利润39.9万元，加权平均基金份额本期利润0.0166元。报告期内，基金净 值增长率为1.5%，截至二季度末，基金规模为3198.77万元。 该基金属于偏股混合型基金。截至7月18日，单位净值为1.478元。基金经理是章劲，目前管理2只基金近一年均为正收益。其中，截至7月18日，弘毅远方国 企转型升级混合A近一年复权单位净值增长率最高，达30.8%；弘毅远方消费升级混合A最低，为5.03%。 截至7月18日，基金近三年最大回撤为41.74%，同类可比基金排名150/322。单季度最大回撤出现在2022年一季度，为22.6%。 截至7月18日，弘毅远方国企转型升级混合A近三个月复权单位净值增长率为9.80%，位于同类可比基金354/615；近半年复权单位净值增长率为12.09%，位 于同类可比基金252/615；近一年复权单位净值增长率为30.80%，位于同类可比基金126/584；近三年复权单位净值增长率为-13.76%，位于同类可比基金 153/324。 通过所选区间该基金净值增长率分位图，可以观察该基金与同类基金业绩比较情 ...