经营范围含区块链技术相关软件和服务；数据处理和存储支持服务；软件外包服务；云计算设备销售； 智能机器人销售；工业自动控制系统装置销售；云计算装备技术服务；计算机软硬件及辅助设备零售； 计算机及通讯设备租赁；计算机软硬件及辅助设备批发；业务培训（不含教育培训、职业技能培训等需 取得许可的培训）；大数据服务；互联网数据服务；信息系统集成服务；信息系统运行维护服务；信息 技术咨询服务；网络与信息安全软件开发；人工智能双创服务平台；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；日用品销售；互联网销售（除销售需要许可的商品）；销售代理；集 成电路设计；数字文化创意内容应用服务；数字内容制作服务（不含出版发行）；网络技术服务；电子 产品销售；五金产品零售；通讯设备销售；农业生产托管服务；农副产品销售；包装服务；会议及展览 服务；食品销售（仅销售预包装食品）；工业设计服务；工业工程设计服务；规划设计管理；专业设计 服务；咨询策划服务；铁路机车车辆配件销售；铁路机车车辆销售；高铁设备、配件销售；招投标代理 服务；广告制作；广告发布；货物进出口；人工智能应用软件开发；物联网技术研发；物联网技术服 务；物联网应用 ...

Core Viewpoint - China Mobile is leveraging the opportunities presented by the "AI+" era to accelerate the integration of AI and IoT technologies, focusing on innovation, application, and industry collaboration [2] Group 1: AI and IoT Product Launch - China Mobile launched a series of "AI+IoT" products aimed at transforming production methods from technology construction to value realization [3] - The company emphasized three key areas: enhancing 5G coverage, satellite communication, and passive activation to create a comprehensive network across air, land, and sea [3] - Two AI modules were introduced: the 351A module with low computing power for lightweight smart terminals, and the 373Q module with 48 TOPS computing power for high-performance terminals like smart robots [3] Group 2: IoT Platform and Ecosystem - China Mobile unveiled an IoT AIoT platform that integrates advanced AI capabilities with over 1 billion connections, facilitating cross-domain collaboration [3] - The "Zhongzhi" ecosystem cooperation plan aims to advance over 200 collaborative projects, providing partners with comprehensive services from R&D to sales [3] Group 3: Satellite IoT Solutions - China Mobile developed a satellite IoT management platform to support global business operations and address connectivity gaps [4] - The company released two domestically produced satellite communication chips based on RISC-V architecture, enhancing IoT connectivity [4] - Two satellite IoT modules were introduced, with the MU305A module featuring intelligent switching between satellite and cellular networks, offering comprehensive communication capabilities [4] - Solutions for logistics, electricity, and water conservancy were launched to tackle issues related to network coverage and communication stability [4]

Group 1 - The stock of Jiulian Technology (688609) has a comprehensive score of 47.55, indicating a weak performance [1] - The main cost analysis shows that the current main cost is 10.25 yuan, with a 5-day main cost of 10.08 yuan and a 20-day main cost of 10.22 yuan [1] - Over the past year, the stock has experienced 3 instances of hitting the upper limit and no instances of hitting the lower limit [1] Group 2 - The short-term pressure level is at 10.14 yuan, while the short-term support level is at 9.84 yuan [2] - The stock price has broken through the short-term pressure level, indicating a potential short-term strength, although the mid-term trend remains unclear [2] - On June 18, 2025, the net inflow of main funds was 436.97 million yuan, accounting for 5% of the total transaction amount [2]

专网通信 (Private Network) ，全称为专用网络通信，指在行业客户内部，为满足内部组织管理、调度指挥等需求所建设的通信网络，主要包括为 政府与公共安全、公用事业和工商业等提供的应急通信、指挥调度、日常工作通信等服务。区别于电信运营商参与运营的公众通信网络，专网通 信主要覆盖政府、工业、交通、金融、电力、公安、消防等行业用户。 专网是主要针对 to B 端的网络，公网是主要针对 to C 端网络。按广义定义分类看，无线通信可以分为专网通信和公网通信两部分，其中专网无线 通信主要指遵循 IPv4 和 IPv6 规范，采用专用 IP 网络地址空间的通信网络；公网则主要指供公共用户使用的通信网络。 专网天线是一种专网通信专用天线，旨在促进专用网络内的无线通信。这些天线对于确保网络覆盖范围内可靠且高效的无线连接至关重要。 专网天线行业目前现状分析 中国天线行业迎来了快速发展的黄金时期 2008年至今，中国天线行业进入了一个崭新的发展时期，技术先进、质量可靠的企业开始崭露头角，尤其是在5G技术的推动下，中国天线行业迎 来了快速发展的黄金时期，5G基站天线成为市场主流，推动了天线技术的进步和创新。在竞争格局上 ...

Core Insights - The agricultural terminal market is experiencing significant growth driven by national initiatives promoting new agricultural development, leading to increased demand [1] - The complexity of the agricultural supply chain necessitates a comprehensive digital transformation approach, which is the primary goal of the company’s app [1] Group 1: Company Overview - The company has developed a platform that integrates blockchain technology for agricultural purchasing and transfer, enhancing efficiency and transparency [3] - The app employs advanced technologies such as big data, IoT, and AI, combined with a professional operational team to achieve a controllable and digitalized agricultural ecosystem [3] Group 2: Digital Transformation Strategy - The company has established five production warehouses and several sales warehouses across the country, creating a nationwide logistics network that improves delivery efficiency and supply chain transparency [3][5] - The digital transformation strategy encompasses the entire agricultural supply chain, from production to retail, forming a closed-loop ecosystem [3] Group 3: Market Position and Future Plans - The company has achieved significant success in market promotion and project development, with its internet platform reaching nationwide coverage [5] - The company plans to go public in late July, marking a significant milestone in its development and the digital agriculture sector [5] - Post-IPO, the company aims to increase investments in technology research and market expansion, further enhancing its digital agricultural ecosystem [5]

Core Viewpoint - The commercial gaming and amusement equipment industry in China is experiencing a synergistic development opportunity driven by "policy encouragement + consumption upgrade," with the market size expected to reach 15.504 billion yuan in 2024, representing a year-on-year growth of 17.35% [1][11]. Overview - Amusement game equipment, also known as amusement game machines, refers to electronic and mechanical devices that provide interactive gaming content and processes for entertainment purposes. The products are categorized into commercial amusement machines, handheld gaming devices, and home gaming consoles, with commercial machines being placed in commercial complexes, shopping centers, and amusement parks [2][4]. Development Background - Recent national policies have simplified approvals, categorized management, and strengthened technical compliance, creating a regulatory framework that supports the healthy development of the commercial gaming and amusement equipment industry. The continuous development of VR, AR, MR, and other technologies has also provided new growth opportunities for the industry [7][19]. Industry Chain - The upstream of the commercial gaming and amusement equipment industry includes electronic manufacturing, structural materials, and hardware tools. The midstream involves the research and development and manufacturing of amusement equipment, while the downstream consists of entertainment venues such as amusement parks and children's theme parks [9]. Current Development - The industry emphasizes technological experiences and integrates health, parent-child interaction, and leisure entertainment, making amusement parks, cinemas, and dining venues important components of commercial complexes. The dual benefits of steady growth in cultural entertainment spending and consumption experience upgrades have created favorable conditions for the industry [11]. Competitive Landscape - The industry has numerous participants, particularly in Guangdong Province, with many small-scale enterprises leading to a low concentration of the market. Major companies include Guangzhou Huali Technology Co., Ltd., Guangdong Shiyu Technology Co., Ltd., and others, with Huali Technology holding a market share of less than 5% [13][14]. Company Analysis - **Guangzhou Huali Technology Co., Ltd.**: A leading comprehensive service provider in the domestic commercial gaming and amusement equipment sector, with a projected total revenue of 1.017 billion yuan in 2024, of which 549 million yuan comes from gaming equipment sales [15]. - **Guangdong Shiyu Technology Co., Ltd.**: Established in 1994, the company focuses on the R&D, production, and sales of gaming and amusement equipment, as well as digital sports and family gaming solutions [17]. Development Trends - **Technological Innovation**: The industry is undergoing a transformation driven by technological advancements, with manufacturers focusing on developing innovative products that cater to all age groups and combine entertainment with fitness [19]. - **IP Ecosystem Reconstruction**: The industry is moving towards an IP-centric resource integration phase, leveraging popular IPs to enhance market penetration and user retention [20][21]. - **Big Data Utilization**: The industry is leveraging user behavior data to drive product development and marketing strategies, leading to a digital transformation across the value chain [22]. - **AI Applications**: The integration of AI in game design and operations is expected to enhance efficiency and support global collaboration, pushing the industry towards intelligent and comprehensive service models [23].

Group 1: National News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to avoid "involution" competition and blind diversification in state-owned enterprises [2] - Guangzhou Development Zone and Huangpu District have released policies to support the high-quality development of the integrated circuit industry, focusing on high-end chip design and encouraging the development of various types of chips [3] - The third China International Supply Chain Promotion Expo will be held from July 16 to 20, featuring over 650 participating companies from 75 countries and regions, including major global players like NVIDIA [4] Group 2: International News - The U.S. plans to establish an annual quota of 100,000 vehicles for British car imports with a 10% tariff rate, as part of a trade agreement [5] - Japanese Prime Minister Kishida expresses concerns over U.S.-Japan tariff negotiations, highlighting the importance of protecting the automotive sector [6] - In Canada, sales of zero-emission vehicles dropped by 28.5% in April, while the overall automotive market grew by 11.3% [6] Group 3: Corporate News - Xiaomi Auto clarifies that there are currently no official channels for large customer orders or cash subsidies, urging the public to verify information through official sources [8] - GAC Aion denies rumors regarding employee stock rights reduction, asserting that the employee stock incentive plan is progressing normally [9] - Baoneng Auto states that its operations are normal and new vehicles are set to launch, despite some management changes [10] - Polestar announces a $200 million equity investment from PSD Investment Limited, controlled by Geely's founder, through a PIPE offering [12] - Zotye Auto reports a lack of operating funds, preventing the resumption of vehicle production, and emphasizes the need for liquidity to restart operations [13]

内容概况：作为半导体封装环节的核心设备，塑封机的技术升级与产业布局深刻影响着中国半导体产业 链的自主化进程。2025年1-4月，中国半导体塑封机进口金额为3144.82万美元，同比增长29.46%；出口 金额为1605.21万美元，同比下降28.05%。进口增长方面，一是国内先进封装产能扩张，尤其是第三代 半导体（SiC、GaN）封装线建设，对日本东和半导体、荷兰ASMPT等企业的超高压塑封机需求激增。 二是高端设备国产替代率不足，500MPa级超高压成型机、激光辅助成型设备等仍依赖进口，单台设备 价格超50万美元，推高进口总额。出口下降则反映全球市场压力。一方面，东南亚、印度等新兴市场本 土封装厂崛起，以价格优势挤压中国设备出口；另一方面，美国《芯片与科学法案》限制中国设备进入 高端市场，叠加欧盟碳关税（CBAM）政策，导致出口成本上升。此外，国产设备在稳定性、精度 （±1μm以下）等指标上仍落后于国际巨头，难以满足台积电、三星等大客户要求。 相关上市企业：耐科装备（688419）、三佳科技（600520）、长电科技（600584） 相关企业：衡所华威电子有限公司、北京科化新材料科技有限公司、宁波博威合金材 ...

Core Viewpoint - The BNC connector is gaining traction in the market due to its robust connection, excellent vibration resistance, and ease of use, making it ideal for frequent connection and disconnection scenarios. The market for BNC connectors in China is expected to grow from 340 million yuan in 2020 to 502 million yuan by 2024, driven by technological advancements and expanding application scenarios [1][13]. Industry Overview - The BNC connector, named after its inventors Paul Neill and Carl Concelman, is widely used for video and audio signal transmission. It is known for its durability, ease of installation, and strong anti-interference capabilities, making it suitable for various communication systems [3]. - BNC connectors are categorized into several types, including BNC terminators, BNC-T connectors, BNC cable connectors, and BNC barrel connectors, each with distinct performance and applications [3]. Industry Chain - The upstream of the BNC connector industry includes raw materials such as metals and plastics, with copper being the most commonly used material due to its excellent conductivity. The production process involves coating copper with a layer of oxidation-resistant metal to enhance durability [7]. - The midstream involves the manufacturing of BNC connectors, while the downstream encompasses various application fields, including aerospace, military equipment, telecommunications, computers, automotive, and household appliances [7]. Market Demand and Growth - The overall supply and demand for BNC connectors in the market are currently balanced. However, with ongoing technological iterations and expanding application scenarios, the demand for BNC connectors is expected to continue growing [13]. - The number of mobile phone base stations in China is projected to reach 12.65 million by the end of 2024, with significant increases in both 4G and 5G base stations, further driving the demand for BNC connectors [10]. Competitive Landscape - Major global manufacturers of BNC connectors include Amphenol, Tek, Belden, MOLEX, and Hirose, with MOLEX holding a significant market share. In China, the market is primarily composed of small to medium-sized enterprises, leading to a low industry concentration [15]. - Key domestic players include Desuo Precision Industry, Kelong Electronics, Yuanou Electronics, and Renhao Weiye, which are focusing on enhancing R&D and product innovation to strengthen their competitive edge [15]. Development Trends - The BNC connector industry is witnessing trends towards miniaturization and high integration, with manufacturers developing smaller versions like "Micro BNC" connectors to meet the needs of portable and embedded systems [21]. - The rise of IoT technology is driving the intelligent development of BNC connectors, integrating sensors and smart chips for real-time monitoring and remote management capabilities [24]. - The application range of BNC connectors is expected to expand into new emerging fields, continuing to drive growth in related industries [25].

（原标题：今日看点｜2025陆家嘴论坛将举行） 经济观察网讯 6月18日重点关注的财经要闻与资本市场大事： 6月18日下午3时，国新办将举行"新征程上的奋斗者"中外记者见面会，优秀教师代表围绕"大力弘扬教 育家精神 加快建设教育强国"与中外记者见面交流。 4、14.23亿元市值限售股今日解禁 6月18日，共有11家公司限售股解禁，合计解禁量为9364.3万股，按最新收盘价计算，合计解禁市值为 14.23亿元。 从解禁量来看，3家公司解禁股数超千万股。新安股份、上海沿浦、美农生物解禁量居前，解禁股数分 别为5662.51万股、1726.03万股、1096.79万股。从解禁市值来看，3家公司解禁股数超亿元。上海沿 浦、新安股份、美农生物解禁市值居前，解禁市值分别为4.8亿元、4.58亿元、2.17亿元。 5、31家公司披露回购进展 6月18日，31家公司共发布31个股票回购相关进展。其中，6家公司股东提议回购公司股份，5家公司首 次披露股票回购预案，1家公司回购方案获股东大会通过，6家公司披露股票回购实施进展，13家公司回 购方案已实施完毕。 1、2025陆家嘴论坛将举行 6月18日至19日，2025陆家嘴论坛将 ...