6月23日，韩国媒体 The Elec 报道， 受电视需求疲软及整体市场低迷 的 影响，LCD 工厂稼动 率将在7月前持续下滑，而 这一趋势可能波及高端电视市场，对OLED电视的需求 也将 造成不利 影响。 The Elec 报道称， 综合多位业内人士消息，预计6至7月，全球LCD工厂的稼动率将在70%中后 段水准。一般而言，若稼动率低于80%，即被视为偏低，而 不同面板厂之间会存在一定差异。 据悉， 在全球LCD市场中占据主导地位的京东方与TCL华星光电都计划在6至7月减少LCD工厂的 玻璃基板投放量，主要原因是电视整机厂与渠道商在上半年已建立起较高库存。 The Elec 指出，展望 8月以后的电视用LCD 面板 市场需求，业内看法分歧。有观点认为，市场 将自8月起逐步回暖，但也有观点认为市场反弹缺乏强力催化因素，整体需求可能维持与7月相仿 的水准。 通常而言，因迎接第四季度"黑色星期五"销售旺季，第三季度 的 面板与整机厂 将 会提前开始备 货。 （ 集邦Display整理 ） #LCD #液晶面板 另据报道，TCL华星光电近期因收购LG D 位于中国广州的LCD工厂而动用了大量现金资源， 因 此 近期 ...

Core Viewpoint - The XbotPark robot base in Dongguan has become a "dream factory" for startups, providing essential support and resources for the rapid development of robotics companies, exemplified by the success of Benmo Technology, which anticipates a revenue increase to 400 million RMB this year [1][3]. Group 1: Company Overview - Benmo Technology has entered a rapid growth phase, expecting to deliver over 10 million direct drive joint modules this year, primarily supplying leading domestic robotics companies [1]. - The company has established over ten automated and semi-automated production lines for core robotic components and has delivered thousands of wheeled robots to over 50 countries [3]. Group 2: XbotPark Robot Base - XbotPark was founded in 2014 by prominent academics and operates under an innovative model of "government support and enterprise operation," creating a comprehensive robotics ecosystem by connecting resources from Hong Kong, mainland China, and globally [3][5]. - The base serves startups through a "shared factory" model, leveraging the efficient supply chain of the Guangdong-Hong Kong-Macao Greater Bay Area to reduce costs and accelerate hardware iteration [5]. Group 3: Support for Startups - The "shared factory" platform provides one-stop solutions for different stages of product manufacturing, enabling startups to achieve rapid prototype design and improve product development efficiency while reducing trial and error costs [5][6]. - Since 2018, the incubation model of XbotPark has expanded nationwide, with over 140 hard-tech companies incubated, including six unicorns valued at over 1 billion USD [6].

Core Viewpoint - Vitamin A is essential for human health, supporting vision, immune regulation, and serving as a key ingredient in anti-aging cosmetics. Traditional chemical synthesis methods for Vitamin A are complex and costly, leading to a shift towards green biomanufacturing using synthetic biology techniques [1][6]. Group 1: Research Findings - A recent study by Zhejiang University has engineered yeast to enhance Vitamin A production by modifying transporter systems, energy metabolism, and precursor supply networks, achieving unprecedented yields [1][6]. - The hydrophobic nature of Vitamin A leads to accumulation within cells, increasing metabolic burden and affecting synthesis efficiency. Approximately 17-20% of retinol remains unextracted during high-density fermentation, limiting production [2]. - The research team introduced transporter engineering strategies, identifying key transport proteins that facilitate the synthesis and secretion of retinol, retinal, and retinoic acid [2]. Group 2: Engineering Strategies - The team optimized the yeast's energy metabolism by overexpressing FZO1 and MGM1 to enhance mitochondrial fusion and introducing Vgb to improve oxygen uptake, thereby increasing ATP levels and energy supply [3]. - A multi-faceted engineering approach, combining transporter engineering, energy metabolism enhancement, and precursor supply optimization, led to significant breakthroughs in yeast strains for Vitamin A production [3][4]. Group 3: Production Results - Post-engineering, the yeast strain achieved a retinal yield of 638.12 mg/L with an extracellular ratio of 98.7%, and a retinoic acid yield of 106.75 mg/L, both representing the highest reported shake flask yields to date [4]. - The engineered yeast strain produced 727.30 mg/L of retinol with a carbon conversion rate of 7.62% using 20 g/L glucose, surpassing previous best strains [4]. Group 4: Implications for Industry - This research provides new insights for the efficient biomanufacturing of Vitamin A and serves as a reference for the green production of other high-value lipophilic products [6]. - As synthetic biology technologies advance, microbial cell factories are expected to play a crucial role in future biomanufacturing, contributing to human health and sustainable development [6].

Core Viewpoint - The renewable energy sector is experiencing significant growth, with key stocks and indices showing strong performance, driven by favorable market conditions and government policies. Group 1: Market Performance - The Zhongzheng New Energy Index rose by 1.54%, with notable increases in constituent stocks such as Hunan YN (up 5.26%) and Zhongwei Co. (up 3.65%) [1] - The New Energy ETF (159875) increased by 1.41%, indicating positive investor sentiment in the sector [1] Group 2: Liquidity and Valuation - The New Energy ETF had a turnover of 2% during the trading session, with a total transaction value of 17.6062 million yuan [2] - Over the past year, the ETF's average daily trading volume was 35.548 million yuan, ranking it among the top two comparable funds [2] - The current price-to-book ratio (PB) of the Zhongzheng New Energy Index is 1.98, which is below 85.19% of the historical data over the past three years, highlighting its attractive valuation [2] Group 3: Key Stocks and Weightings - The top ten weighted stocks in the Zhongzheng New Energy Index account for 44.89%, with Ningde Times holding the highest weight at 10.62% [5] - Other significant stocks include Yangguang Electric (5.65%), Longi Green Energy (4.25%), and China Nuclear Power (4.25%) [5] Group 4: Industry Trends and Policies - The construction of ultra-high voltage projects in China is entering a phase of intensive production, with the recent commissioning of the Hami-Chongqing ±800 kV UHVDC project [4] - New policies such as the "Green Power Direct Connection" allow renewable energy sources to supply power directly to single users without connecting to the public grid [4] - The market for virtual power plants is expanding, with regions like Guizhou and Yunnan participating in various trading mechanisms [4] Group 5: Electric Vehicle Market Outlook - The China Passenger Car Association predicts that retail sales of new energy vehicles (NEVs) in June could reach 1.1 million units, with a penetration rate of around 55% [5] - The introduction of new models, such as the Xiaomi YU7, is expected to enhance the competitiveness of NEVs, driving demand for batteries and materials [5]

俄罗斯6月炼油厂产能利用率有望创2025年迄今新高。 ...

俄罗斯六月份的炼油厂产量有望达到今年最高水平。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 在1985年，一颗在当时被看作"异类"的芯片XC2064 横空出世。 回到上世纪80年代初，当时的行业主流观点就是最大限度地利用电路中每一个晶体管。但Ross Freeman（Xilinx的共同创始人）却反其道而行之——设计了一种塞满了晶体管芯片，这些晶体管 还组成了松散组织的逻辑块，其连接可以通过软件进行配置和重新配置。 Ross Freeman坚信，因为晶体管会越来越便宜，届时将无人在意这类芯片的晶体管数量。后续的 发展证明，Ross Freeman的猜测非常正确。这种芯片在后来也广泛使用，它们还有一个广为熟知 的名字——FPGA。文章开头提到的XC2064则是全球第一颗商用FPGA。 时至今日，FPGA已经商用四十年。在当前人工智能汹涌来袭的当下，这类芯片又将走向何方？日 前，在与半导体行业观察等交流的时候，AMD产品、软件和解决方案公司副总裁Kirk Saban分享 了他的观点。 40年FPGA，改变了什么？ 正如AMD在此前发布的一篇回顾首款商用FPGA 诞生 40 周年的文章中说："FPGA 对市场的影响 是惊人的。FPGA 催生了一个价值超过 100 亿 ...

Core Insights - The article highlights the significant growth of China's online shopping population, reaching 915 million, with annual spending exceeding 15 trillion yuan [2][3] - It emphasizes the potential for consumers to access high-quality products at much lower prices by purchasing directly from manufacturers, bypassing traditional e-commerce platforms [4][6] Group 1: Online Shopping Landscape - The current online shopping scenario indicates that 80% of the costs incurred by consumers are attributed to advertising, while only 10% is the actual product value [10][12] - Many products that are sold at high prices on e-commerce platforms can be sourced directly from factories at a fraction of the cost, often just a few dozen yuan [13][15] Group 2: Business Model of Xi Ma - Xi Ma, a business owner, transitioned from a supply chain role in e-commerce to directly connecting consumers with manufacturers, aiming to eliminate unnecessary costs and provide quality products at fair prices [16][19] - The business model focuses on sourcing from reputable factories that prioritize product quality and have a strong production capacity, ensuring that the products meet high standards [19][21] Group 3: Product Offerings and Customer Engagement - Xi Ma's offerings include a wide range of products, from clothing to household items, with prices significantly lower than traditional retail, such as high-quality cotton T-shirts for 39 yuan for two [23][31] - The business promises customer satisfaction with a no-questions-asked return policy and free shipping, fostering a sense of trust and community among consumers [35][40]

| | 答：公司固废（危废）资源化利用项目中，涉及锡、铜、 | | --- | --- | | | 镍等多种金属产品，原材料和产品的定价均与同类大宗商品价 | | | 格相关；大宗商品价格波动将对原材料采购价格以及后端销售 | | | 的产品价格产生一定影响。对此，公司将扎实做好采购、生产、 | | | 销售计划，提高存货周转速度，加快经营周转速度，减少存货 | | | 积压，降低大宗商品价格波动造成的风险。 | | | 3、公司二噁英监测业务有所亏损原因是什么？ | | | 答：公司专注的二噁英监测行业作为环境监测领域的高端 | | | 细分赛道，兼具高门槛与强政策驱动属性。但受制于监测周期、 | | | 成本、回报周期、政策等多种因素，制约企业主动监测意愿， | | | 监测需求释放滞后。 | | | 4、公司是否有对外投资并购的计划，主要的投资方向有 | | | 哪些？ | | | 答：公司自上市以来一直通过异地复制（并购）模式来进 | | | 行外延式扩张。未来，公司将继续秉持"拓展循环经济，实现 | | | 持续发展"的经营理念，围绕主营业务展开相关项目投资。 | | | 5、公司的分红政策？ | ...

【重点政策】四川省分布式光伏发电开发建设管理办法发布 6月19日，四川省能源局发布关于转发《分布式光伏发电开发建设管理办法》的通知（川能源〔2025〕22 号），文件提出：大型工商业分布式光伏项目原则上全部自发自用，省电力现货市场连续运行后（含连续 结算试运行），可申请调整为采用自发自用余电上网模式参与现货市场。阿坝州、甘孜州、凉山州和攀枝 花市（简称"三州一市"）的一般工商业分布式光伏项目，以及省电力现货市场连续运行后（含连续结算试 运行）调整为自发自用余电上网的大型工商业分布式光伏项目，其年自发自用电量占发电量比例原则上不 低于50%，其余地区暂不作要求。 各地要结合资源禀赋和接入电网承载力评估情况等，因地制宜推动分布式光伏发电规划建设，多措并举助 力提升电力应急保供能力和新型电力系统建设。 【重点政策】天津拟调整分时电价，扩大峰谷电价浮动 | 行业秘密 | | --- | | 【重点政策】四川省分布式光伏发电开发建设管理办法发布 . | | 【重点政策】天津拟调整分时电价,扩大峰谷电价浮动 . | | 【重点事件】贵州电网公司推动各环节节能减碳 电网发展与生态文明相得益彰 3 | | 【重点事件】云南省 ...