Group 1 - The company, Huitong Construction Group, has won a bid for the "High-speed Railway Vocational Education Center New Construction Project" with a contract amount of 426 million yuan, covering a construction area of 53,000 square meters and expected completion by December 31, 2026 [1] - The project is supported by local government special bonds, indicating a high level of payment security for such vocational education infrastructure projects [1] - The successful bid is expected to enhance the company's business volume and performance, laying a solid foundation for stable development in its main business [1] Group 2 - The company holds multiple high-level qualifications, including being the second private enterprise in the country to obtain a special grade qualification for highway engineering construction, which reflects its comprehensive competitive strength [2] - The industry is currently in a "qualification + technology" dual-driven phase, where qualification levels serve as an "entry ticket" for participating in major projects, directly influencing project scale and profit margins [2] - The company emphasizes that its high-level and diverse business qualifications are fundamental to its sustained rapid growth [3] Group 3 - The company is strategically located in Baoding, Hebei Province, near Beijing and the Xiong'an New Area, benefiting from national strategies like the coordinated development of the Beijing-Tianjin-Hebei region and infrastructure investments [3] - The recent bid win strengthens the company's competitive position in the regional infrastructure market and provides a substantial order reserve to ensure short-term performance [3] - The company aims to leverage its proximity to the Xiong'an New Area and utilize self-developed intelligent construction systems to improve cost efficiency and profitability [3]

齐鲁晚报.齐鲁壹点隋忠伟 7月3日，日照科技职业学院与日照市机电工程学校战略合作签约仪式在共享学习中心四楼行政会议室举 行。日照市机电工程学校校长岳超磊、副校长苏清照，日照科技职业学院院长李世昌、学生工作处长孙 玉琢、招生就业处长孔凡辉，以及两校相关职能部门、教学单位负责人参加签约仪式。仪式由日照科技 职业学院副院长崔太国主持。 李世昌院长介绍了日照科技职业学院的筹建和运营情况。他表示，合作双方将在人才培养、资源共享、 科研创新、服务区域经济发展等方面强化沟通与协作。日照市机电工程学校校长岳超磊介绍了学校办学 和特色，表示期待通过此次合作，与日照科技职业学院实现优势互补、资源共享，两校的合作必将为两 校师生带来更多的机遇，也为区域产业输送更多的高素质技能型人才，共同书写职业教育高质量发展的 新篇章。 此次合作协议的成功签署，是日照科技职业学院与日照市机电工程学校积极响应国家教育发展策略，主 动服务社会需求的重要举措，标志着双方在合作交流方面迈出了实质性的一步，也为两校在职业教育协 同创新提供了新的思路和方向。未来，两校将携手并肩，不断创新合作模式，提升合作层次，为推动教 育事业发展、服务地方经济社会建设做出更 ...

Core Viewpoint - The "World Mayors Dialogue: SCO Summit Cities" event held in Tianjin aims to enhance practical cooperation among cities in SCO member states in areas such as connectivity, economic investment, green development, and cultural exchange [1][2]. Group 1: Event Overview - The event gathered mayors, diplomats, and experts from various countries to discuss expanding consensus and deepening cooperation among SCO member states [1]. - The event included a mayoral dialogue themed "Harmony and Coexistence: Regional Collaborative Governance and Regional Integration" and a launch ceremony for the "I Grow Together with SCO" project [2]. Group 2: Key Statements - The Deputy Secretary-General of the Shanghai Cooperation Organization emphasized the importance of urban cooperation in areas like ecological protection, digital transformation, and cultural tourism [2]. - The Tianjin Municipal Committee member expressed a commitment to open collaboration with cities worldwide to contribute to high-quality urban development and the building of a community with a shared future for mankind [2]. Group 3: Insights from Participants - The mayor of Bishkek highlighted the symbolic significance of the event in fostering open and constructive interactions between cities [1]. - Participants from Tajikistan and Kazakhstan noted the importance of learning from Chinese cities' experiences in developing "smart city" projects and enhancing mutual trust and understanding [1].

Group 1 - The cross-regional collaboration in Xinjiang's aid work enhances the comprehensive benefits of assistance, allowing the results to reach a broader region and more people [1][2] - The project by Guangdong Saixianyi Information Technology Co., Ltd. in Hetian is expected to create over 3,000 jobs and generate an annual industrial output value of over 3 billion yuan [2] - The establishment of the Pediatric Doctor Alliance in Kashgar by 56 pediatricians from 19 aid provinces addresses the weak pediatric foundation in Xinjiang, leading to successful medical interventions [3] Group 2 - The integration of resources and collaborative efforts among various aid teams has created an innovative model for nationwide aid cooperation, significantly improving the effectiveness of assistance [3] - The Shanghai aid initiatives include substantial investments in renewable energy projects, such as a 2 million kilowatt photovoltaic project and a 1.2 million kilowatt wind power project, contributing to local economic development [3]

Group 1 - The core viewpoint is that Panxing Smart has transformed from a startup to a near-unicorn in just eight years and has submitted its IPO application to the Hong Kong Stock Exchange, marking a significant step into the capital market [1] - The company achieved a valuation of 5.049 billion yuan following a 32 million yuan investment in December 2024, indicating strong investor confidence [1][3] - From 2022 to the first three quarters of 2024, Panxing Smart's revenue increased from 491 million yuan to 673 million yuan, with a pre-tax operating profit rising from 11.26 million yuan to 28.72 million yuan, showcasing nearly threefold expansion over three years [3] Group 2 - The company is advancing its national strategy with a focus on regional customization, promoting smart manufacturing SaaS services in manufacturing hubs and enhancing digital marketing capabilities in major consumer cities [4] - Panxing Smart's international strategy aligns with the Belt and Road Initiative, successfully entering Southeast Asian markets through localized e-commerce and social marketing, resulting in a 60% annual increase in user numbers for a local e-commerce platform [4] - The IPO fundraising will focus on four key areas: expanding online marketing and SaaS service channels, hardware system upgrades, enhancing AI capabilities for the "Micro Sharing" platform, and strategic investments and acquisitions [5] Group 3 - The company’s AI collaborative platform has improved operational efficiency by 30%-50%, supporting its valuation of 5 billion yuan [5] - The Chinese SaaS market is expected to exceed 150 billion yuan by 2027, and Panxing Smart is positioning itself in the government digitalization sector, collaborating deeply with domestic platforms [5] - With the clearing of compliance obstacles, Panxing Smart is poised to leverage capital to accelerate its national expansion and integrate resources in a fragmented market, aiming to become a true industry leader [5]

Core Viewpoint - The China Vice Food Circulation Association has confirmed its support for the "2025 Greater Bay Area Agricultural Products Trade Fair and Specialty Products Expo," which aims to leverage the consumption market advantages of the Guangdong-Hong Kong-Macao Greater Bay Area to create a national hub for brand agricultural product transactions and industry exchanges [3][5][6]. Group 1: Event Overview - The "2025 Greater Bay Area Agricultural Products Trade Fair and Specialty Products Expo" will take place from December 12 to 14, 2025, at the China Import and Export Fair Complex in Guangzhou [13][14]. - The event is expected to attract over 10,000 exhibitors and 30,000 visitors, covering an exhibition area of more than 30,000 square meters [14]. Group 2: Association's Role - The China Vice Food Circulation Association, as a national-level industry association, brings significant credibility and resources to the event, representing key enterprises in the food circulation sector [7][8]. - The association plays a crucial role in setting and promoting national and industry standards in areas such as food safety, cold chain logistics, and retail operations [10]. Group 3: Strategic Goals - The trade fair aims to facilitate the connection between production and sales, enhance brand value, and promote international cooperation, thereby supporting rural revitalization and regional economic development [6][12]. - The association will leverage its resources to create a "fast track" for high-quality agricultural products and specialty products to access the Greater Bay Area and international markets [12].

（原标题："ISSB 可持续披露准则先学伙伴"成都研讨会——暨第三届零碳协同创新大会成功举办） 2025 年6 月27 日， 以"零碳协同创新赋能全球可持续"为主题的第三届零碳协同创新大会在兴隆湖·中建滨湖设计总部盛大召开。此次大会由国际 财务报告准则基金会北京办公室携手零碳促进会共同主办，天齐锂业、中建西南院、中建咨询承办，全球气候学院和勃诺科技共同协办。大会围 绕ISSB 准则的应用与实施，特邀ESG 领域的知名学者教授、专家和实践引领者，以主旨演讲、圆桌分享等为路径，共同探讨ISSB 最新发展趋 势，为推动零碳协同创新赋能全球可持续发展注入了新的动力，吸引了来自企业、高校、研究机构等各界的两百余位嘉宾齐聚一堂。 国际可持续准则理事会（ISSB）主席特别顾问兼北京办公室主任张政伟 在致辞演讲环节，张政伟先生系统性地阐述了ISSB 准则的制定背景、方法论框架、最新进展及其深远意义。他提出了"神奇一跳"的概念，指出可 持续信息披露正从非财务信息逐步转向与财务报表一同披露，共同成为通用目的财务报告，这一关键性跨越将使可持续真正融入企业价值创造的 核心。他特别强调，构建完善的可持续生态体系需具备国际视野，期待更多 ...

同丹在报告中指出，当前减污降碳协同治理的首要任务是构建协同增效研究的框架和范式。现有评估框 架未实现人类活动与自然系统深度耦合，缺乏多目标协同路径机制。同时，政策路径受技术不确定性、 老龄化抵销减排效益等因素制约。 据此，同丹展示了当前减污降碳协同治理研究的相关进展，并提出未来展望：在方法体系方面，需提升 系统化、智能化和精细化，针对不同行业的异质性展开靶向治理；在路径机制方面，需从静态的协同路 径后评估转向动态的过程协同仿真，强调多目标、多要素、多尺度的深度融合；在决策支撑方面，需实 现从理论最优到政策适用的转变，充分考虑政策实施中的不确定性、风险性和动态性。 近日，由中国环境科学学会承办的第二十七届中国科协年会——减污降碳协同治理专题论坛在北京中国 科技会堂召开。 雷宇则针对融合排放清单、减污降碳驱动力、治理技术、减污减碳协同调控四大问题展开分析。他认 为，未来技术需面向减污降碳决策管理需求，围绕人为驱动的碳污产排转化原理及阻控增效机制这一核 心问题，以多领域、多要素、多学科交叉为切入点，深入开展研究工作。 论坛围绕减污降碳协同治理关键共性技术、前沿引领技术、现代工程技术等议题，邀请国内多位专家学 者进行 ...

Core Insights - NIO has achieved a significant milestone by integrating its self-developed 5nm automotive-grade high-end intelligent driving chip "Shenji NX9031" with the NT.Cedar/S "Cedar" intelligent driving system, marking a key closure in the full-stack technology chain of China's smart automotive industry [2][9] - The company has invested over 60 billion yuan in R&D over the past decade, focusing on building a complete technological sovereignty from chip to system to algorithm, which is seen as a challenging yet correct path in the industry [4][10] - NIO's decision to develop high-end intelligent driving chips is a strategic move to break free from reliance on international giants like NVIDIA and Tesla, which dominate the market [5][9] R&D Investment and Challenges - NIO's self-developed chip project has faced immense challenges, including high costs and complexity associated with 5nm process technology, which is significantly more demanding than mobile device chips [6][12] - The company has committed an average annual investment of 3 billion yuan in R&D, equating to nearly 20 million yuan daily, which tests the strategic resolve of any enterprise [6][12] - The long-term investment in core technology often leads to misinterpretation as inefficiency in a market that favors short-term results [7][13] Market Position and Future Outlook - NIO's self-developed Shenji chip and its deep integration with the SkyOS operating system represent a critical step towards achieving technological sovereignty and enhancing supply chain resilience [9][10] - The company aims to create a differentiated experience and long-term competitive advantage through its autonomous technology development, which is increasingly vital in a market where electric vehicle functionalities are becoming homogeneous [10][12] - Despite facing a "dilemma of honesty" where market perception focuses on short-term sales rather than long-term technological advancements, NIO's commitment to innovation is expected to yield significant returns as the industry matures [12][14]

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、 ...