近日，有消息爆料新长安集团将落户重庆，朱华荣将担任该集团董事长。 该集团名称暂在"中国长安汽车工业集团有限公司"与"中国南方汽车工业有限公司"之间酝酿，预计月底 确定；原中国长安已更名为辰致科技，为新集团让出名称，新集团预计月底在重庆挂牌成立，将包含重 庆长安、辰致科技等多个正局级单位。 资料显示， 朱华荣，1965年3月出生于重庆，汉族，硕士研究生学历，研究员级高级工程师，中共党 员。 现任重庆长安汽车股份有限公司董事长、党委书记，中国兵器装备集团有限公司总经理助理，中国长安 汽车集团有限公司董事，长安福特汽车有限公司董事长，阿维塔科技董事长，华为引望副董事长。 朱华荣的职业生涯始于1986年，毕业于北京理工大学车辆工程系后，他加入长安公司（当时的江陵机器 厂），从基层技术员逐步成长为总工程师。他的技术背景深厚，曾主持完成60余项国家级及省部级科研 项目，包括国家重点新产品《JL368Q汽油机》和《长安之星系列车型开发》等，获得国家管理创新一 等奖、重庆市科技进步一等奖等14项奖励，并享受国务院政府特殊津贴。 在管理层面，朱华荣的成就同样显著。 2014年，他被任命为长安汽车总裁、党委书记，2020年6月接 ...

长鑫科技作为国内唯一实现DRAM芯片大规模量产的企业，承载着打破国际巨头垄断的关键使命。其技 术路线清晰，从19nm工艺量产DDR4/LPDDR4起步，持续向17nm DDR5/LPDDR5升级。行业预测显 示，到2025年末，其DDR5产品占比有望从当前的1%提升至7%，全球市场份额也有望从6%增至8%。支 撑这一目标的，是其超过600亿元的注册资本及当前约1500亿元的整体估值。 长鑫科技的技术突围路径堪称"专利雷区中的精准穿越"。其核心技术源于对德国奇梦达Buried Wordline 技术的引进、消化吸收与再创新，通过购买千万份技术文件，在中国申请600余项专利，有效规避国际 封锁，为19nm量产和17nm研发奠定基础。市场策略上，公司采取"农村包围城市"路线，从电视、电脑 等消费电子切入，逐步向服务器领域拓展，并获得了联想合肥基地等本土客户的有力支持。 上峰水泥通过其独特的"一主两翼"战略，深度布局半导体生态投资。过去五年，其累计投入超17亿元， 精准投资了20余家半导体产业链企业，构建了覆盖设计、制造、封测、材料的生态网络。其明星组合包 括已上市的晶合集成（通过减持获得1.66亿元收益）、科创板I ...

从市场运作的角度来看，全民补贴模式围绕 AI 分红、商家锁客、商务招商、区域代理四大核心机制构建的商业闭环，具有较强的市场吸引力和创新逻辑， 值得深入剖析。 一、AI 分红机制：消费返利的创新设计 （一）模式优势：打造消费引力场 该机制精准抓住了用户 "占便宜" 和商家 "薄利多销" 的核心诉求。 ▸ 对于用户而言，消费获得积分，积分可随平台营业额增长转化为最高 5 倍的消费券，相当于 "消费 1000 元，最终获得 1000 元消费券"，这种 "白买" 的心 理预期极具吸引力，能有效刺激用户消费欲望，提高用户在平台的消费频次和金额。 ▸ 对于商家，虽然每笔交易需拿出 20% 给平台，但自身能获得 800 元现金和 200 积分，积分同样可转化为消费券，相当于用 200 元成本换回 1000 元消费 券，在吸引消费者的同时，自身也能通过消费券实现成本的部分抵扣，提升利润空间。 从市场竞争角度看，这一机制让平台在吸引用户和商家方面具备独特优势，能够快速积累用户和商家资源，形成初步的市场规模。 （二）补贴逻辑：阶梯增长与业绩挂钩的良性循环 平台通过 "36-40 期阶梯补贴" 和业绩增长来支撑补贴。 首期将商家让 ...

7月7日，江西农业大学"三农"问题青年实践队一行走进广昌县自然资源局，围绕耕地保护、生态红线优 化及乡村土地资源高效利用展开深度座谈。这场"田间课堂"与"政策智库"的碰撞，为破解丘陵地区土地 治理难题提供了新思路。广昌县自然资源局与"三农"问题青年实践队就土地资源开发利用中的痛点、难 点问题展开热烈交流。 现状剖析：丘陵地带的土地治理困境 广昌县自然资源局主任谭欣在开场致辞中指出，广昌县作为典型的丘陵农业县，土地资源呈现"先天不 足"与"后天制约"叠加的特点。全县耕地细碎化程度高，户均耕地面积不足3亩，且60%以上分布在坡度 15度以上的山地，导致农机综合机械化率不足30%，每亩耕地的机械化作业成本比平原地区高出40%以 上。 针对这些问题，实践队队长高茜表示："我们在驿前镇调研莲田时发现，农户因土地分散导致灌溉设施 重复建设，水资源利用率不足50%。这提示我们，土地碎片化不仅影响生产效率，更制约了现代农业技 术的应用。" 政策聚焦：耕地保护与生态红线的平衡之道 郑龙金主任在发言中强调："广昌县作为粮食生产大县，必须严守8亿亩耕地红线。"实践队了解到，广 昌县生态红线地区约774.36平方公里，占全县面积48 ...

证券代码：301318 证券简称：维海德 | | 技术型标的，强化核心环节竞争优势，构建全链条价值；筛选 | | --- | --- | | | 具备协同潜力的优质企业，加速技术融合与市场互补。期望通 | | | 过产能协同优化、研发资源共享及客户渠道联动，释放战略协 | | | 同势能，实现价值倍增效应。 | | 附件清单 | 无 | 编号：2025-05 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（电话会议） 参与单位名称 国金证券：孟灿 博时基金：李绮雯 天风证券：缪欣君、王祺深 华泰伯瑞基金：曾懿之 时间 2025 年 7 月 7 日-7 月 8 日 地点 深圳市维海德技术股份有限公司会议室、线上会议 上市公司接待人 员姓名 董事会秘书：杨莹 证券事务代表：汪慧 投资者关系活动 主要内容介绍 第一部分：介绍公司基本情况 公司主要从事高清及超高清视频会议摄像机、视频会议终端、 会议麦克风等音视频通讯设备的研发、生产、销售和相关技术 服务，是我国音视频通讯设备及解决方案的主要供应商之一， 产品广泛应用于商务视频会议、教育录播、 ...

央视网消息：小暑时节，位于云南省红河州元阳县的世界文化遗产红河哈尼梯田一派生机，层层叠叠的梯田宛如碧绿翡翠镶嵌山间，夏雨初晴，薄雾如 轻纱流动于梯田之上，构成一幅动态的山水田园画卷。此时，农户们穿梭田间，忙着除草、投放鱼苗，延续着"稻鱼共生"的生态循环。 慕名而来的游客，纷纷停驻湖畔，拿出手机、相机拍照，定格这夏日独特的美景。 从2021年开始，当地因地制宜发展白莲种植，从荷香莲影中解锁致富"密码"，依托乡村旅游、莲蓬采摘、莲藕加工等产业，让村民实现了增收。 甘肃兰州：高原夏菜丰收 降温锁鲜供应南方市场 入夏以来，随着气温升高，甘肃省兰州市榆中县的高原夏菜迎来了销售旺季。作为南方夏季蔬菜供应的补充，今年，榆中县高原夏菜种植面积43万亩， 目前，日均外运蔬菜4000吨左右，以花椰菜、西兰花、甘蓝为主。 依托高海拔的冷凉气候条件，当地推广分时段种植模式，不同品种的蔬菜接力成熟，实现从5月到11月持续供应市场。从西北高原到东南沿海，蔬菜长 途运输面临高温挑战，为此当地形成了一套成熟的保鲜方法，通过保温保湿、抵御暴晒等，保障南方多地夏季蔬菜供应。 红河哈尼梯田凝聚着当地民族1300多年的农耕智慧，由森林、村寨、梯田、 ...

"大理的野生菌，都快被游客采灭绝了。" 暑假一到，旅游高峰随之到来，6月至9月恰好又是"菌子季"，云南各地最近挤满了慕名去采野生菌的游客。 大理苍山的人流量尤其恐怖，据说"每天进入苍山采菌子的游客数量保守估计都有上万人"。浩浩荡荡大队人马带着耙子进山，不知道是采蘑菇还是要让菌 子断子绝孙。 现在去云南采菌子的人，感觉已经比菌子都多了。 01 北上广中产携家带口排队COS白雪公主 社交平台上搜一搜，你会发现，苍山野生菌天地已经基本成为童话世界平替。 各种采菌采得盆满钵满的图片视频在向你发射心动的信号： 编织精美的小竹篮盛满鲜亮蘑菇，红的像火粉的像霞白的像雪橙的像美年达，菌盖上残留几滴露水，菌柄还沾着新鲜的泥土，层层叠叠挤挤挨挨快要从篮 子里溢出来；再捡颗硕大松果起造型上的作用，边上嵌几片蕨类植物嫩绿的叶子，更添野趣。 只在迪士尼公主电影里见过的篮子，就这么放在铺满松针的地面上，原生态、无公害、天然去雕饰。你感慨，格子间之外还有真善美，你向往，写字楼之 外还有大自然。 你早就想去云南采蘑菇了。 如今的苍山，满山都是"爆筐"（指箩筐装到爆满）的传说。有人说捡了十多斤的蘑菇提都提不动，哪怕团费要188元也算物超所值； ...

Core Viewpoint - The article emphasizes the importance of water source protection and ecological conservation in Beijing's Miyun District, highlighting successful initiatives that balance environmental protection with rural development [1][3]. Group 1: Water Source Protection Initiatives - Miyun District has implemented a series of plans to ensure the safety of the Miyun Reservoir's water quality, maintaining it at a stable national Class II standard [1]. - The establishment of the Beijing No. 024 Science and Technology Institute in 2019 has led to significant advancements in water source protection and pollution prevention, particularly in the Black Mountain Temple Village [1][2]. Group 2: Technological Innovations - Experts have developed key technologies, including the use of reed plants for wetland restoration and a sewage purification process utilizing chestnut shell biochar, resulting in a demonstration project capable of treating 15 tons of wastewater daily [2]. - The implementation of efficient pollution control models, such as "Mulberry + Wild Buffalo Grass" and "Scutellaria + Wild Buffalo Grass," has improved soil and water conservation capabilities [2]. Group 3: Environmental and Economic Outcomes - The initiatives have led to the resource utilization of agricultural waste and compliance with wastewater treatment standards, significantly improving the village's appearance and environmental quality [3]. - Training and outreach programs have enhanced local residents' skills and engagement in ecological protection, fostering the development of green organic agriculture and eco-tourism [3]. - Black Mountain Temple Village has received accolades such as "UN Sustainable Development Demonstration Village" and "Beijing Beautiful Leisure Village," showcasing its role as a model for pollution prevention [3].

Core Insights - The medical beauty sector is witnessing an influx of new players, with pharmaceutical companies and beauty brands aggressively entering the market, indicating a significant industry transformation driven by consumer demand and technological advancements [2][3][5]. Group 1: Market Dynamics - Major pharmaceutical companies, including China National Pharmaceutical Group, Shanghai Pharmaceuticals, and China Resources Pharmaceutical, are entering the medical beauty market, establishing comprehensive collaborations in research, production, and distribution [3][5]. - The medical beauty market in China is projected to reach a scale of 638.2 billion yuan by 2030, with a compound annual growth rate (CAGR) of 14.5% from 2021 to 2030 [6][7]. Group 2: Company Strategies - Jiuzhoutong, a leading pharmaceutical distributor, has successfully expanded its medical beauty segment, reporting a sales revenue of 851 million yuan in 2024, a significant increase of 120.47% year-on-year [7]. - Beauty companies are increasingly focusing on "medical device" products, which require regulatory approval and are perceived to have higher consumer willingness to pay, as evidenced by the introduction of medical dressings and other related products [8][10]. Group 3: Competitive Landscape - The competition in the beauty sector is intensifying, with companies exploring various strategies such as mergers and acquisitions, technological extensions, brand crossovers, channel integration, and collaborative research with medical institutions [10][11]. - The entry of beauty brands into the medical beauty space is seen as a strategic move to capture new growth opportunities amid fierce competition in traditional beauty products [10][11].

Core Viewpoint - The competition in the food delivery market has intensified with the launch of significant subsidy programs by major players like JD.com and Alibaba, leading to a surge in daily order volumes and a shift in market dynamics [1][2][15]. Group 1: Market Dynamics - The total daily order volume in the food delivery and instant retail market has rapidly increased to approximately 200 million orders, driven by aggressive subsidy strategies from JD.com and Alibaba [2][15]. - In June, Meituan's market share dropped to around 60%, with daily orders exceeding 90 million, while Taobao Shanguo and JD.com reported significant order volumes during the same period [1][2][10]. - As of July 5, Meituan's instant retail orders surpassed 1.2 billion, with over 1 billion being food orders, indicating a strong recovery and competitive response to rival promotions [10][11]. Group 2: Promotional Strategies - Taobao Shanguo launched a substantial subsidy plan of 500 billion yuan, resulting in a significant increase in order volumes across various categories, including food and beverages [3][4][11]. - Meituan responded to the competitive pressure by offering various high-value discount coupons and promotional activities, aiming to retain its customer base during the peak consumption season [5][11]. - The promotional activities led to a notable increase in order volumes for several brands, with some reporting up to a 230% increase in orders due to the influx of new customers attracted by the subsidies [11][12]. Group 3: Operational Challenges - The sudden spike in order volumes has created operational challenges for many merchants, with reports of overwhelmed staff and difficulties in fulfilling the increased demand [12][13]. - Some merchants expressed concerns about the sustainability of such high order volumes and the impact on brand quality, indicating a potential long-term challenge for businesses focused on maintaining brand integrity [14]. Group 4: Strategic Responses - JD.com is exploring new business models in the food delivery sector, focusing on supply chain efficiencies and cross-selling opportunities, while also expanding its logistics capabilities [15][16]. - Meituan is shifting its resources towards enhancing its instant retail and grocery delivery services, aiming to create a comprehensive delivery network that caters to urban consumers [18][19]. - The competition among the three giants—Meituan, JD.com, and Alibaba—highlights the ongoing battle for market share in the rapidly evolving instant retail landscape, with each company seeking to leverage its strengths in supply chain and customer engagement [19].