Group 1 - The core viewpoint of the news is that Zhongke Shuguang and its affiliate Zhongke Xingtou have signed a framework cooperation agreement to advance technology innovation and application in the field of advanced computing for space [1][2] - The agreement establishes a strategic partnership but does not involve specific financial amounts and does not constitute a major asset restructuring [1] - The collaboration aims to leverage the complementary advantages in computing power and aerospace information technology, focusing on deep technical development and resource cooperation in the space computing sector [1][2] Group 2 - The cooperation will enhance the innovation capabilities of the entire chain of independent research and development in core components, complete systems, and software for space computing services [2] - The partnership is expected to strengthen the synergy with the company's main businesses in high-end computers and storage, thereby enhancing brand influence and core competitiveness [2] - Zhongke Shuguang is also progressing with a restructuring plan involving the merger with Haiguang Information, with due diligence work still ongoing [2]

海信家电公告称，公司控股股东一致行动人海信通信于2025年7月4日增持公司479.30万股，占总股本 0.35%，增持后海信通信共持有公司1865.30万股，占总股本1.35%。海信通信计划于2025年7月4日至 2026年1月3日期间，以集中竞价交易方式累计增持股份不低于692.81万股(含)，且不超过1385.62万股 (含)。增持目的基于对公司未来发展的信心及长期投资价值的认可。 3、埃夫特：股东拟合计减持不超5%公司股份 中科曙光公告称，与中科星图签署合作开发框架协议，以共同推进先进计算在太空领域的技术创新、应 用落地、产业发展。 2、海信家电：海信通信拟继续增持693万股-1386万股公司股份 今日聚焦 1、中科曙光：与中科星图签署合作开发框架协议 共同推进先进计算在太空领域的技术创新 埃夫特公告称，持股5%以上股东安徽信惟基石产业升级基金合伙企业(有限合伙)及其一致行动人马鞍山 基石智能制造产业基金合伙企业(有限合伙)拟通过集中竞价和大宗交易方式合计减持股份数量不超过 1304.45万股，减持股份比例不超过公司总股本的2.5%。此外，股东上海鼎晖源霖股权投资合伙企业(有 限合伙)拟通过集中竞价和大 ...

Mergers and Acquisitions - Zhengfan Technology plans to acquire 62.23% equity held by five shareholders of Liaoning Hanjing Semiconductor Materials Co., Ltd. through cash payment [1] Investment Cooperation and Operational Status - Zhongke Shuguang signed a cooperation framework agreement with Zhongke Xingtou to jointly promote technological innovation in advanced computing in the space sector [2] - Pulite's subsidiary, Guangdong Haisida Sodium Star Technology Co., Ltd., signed a procurement contract for a 30MWh sodium-ion battery energy storage system with Southern Power Grid Electric Technology Co., Ltd. [2] - Jifeng Co., Ltd. received a seating assembly project designation from a leading OEM, with a project lifecycle of 6 years and an expected total amount of 1.3 billion yuan [2] - Honghe Technology's main product, electronic-grade fiberglass cloth, is one of the basic materials for PCBs [2] - Eight Billion Space's wholly-owned subsidiary, Zhejiang Eight Billion Space, signed a network technology service contract with China Broadcasting Sichuan Network Co., Ltd. to develop edge computing business [2] Performance Changes - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of the year, a year-on-year increase of 42.43% to 52.03%, driven by the surge in demand for high-speed optical modules [3] - Dajin Heavy Industry anticipates a net profit of 510 million to 570 million yuan, a year-on-year increase of 193.32% to 227.83%, due to a shift to a higher value-added DAP model for export pile products [3] - Haopeng Technology expects a net profit of 90 million to 102 million yuan, a year-on-year increase of 228.03% to 271.77%, as its AI strategy begins to translate into business growth [3] - Tapai Group forecasts a net profit of 407 million to 452 million yuan, a year-on-year increase of 80% to 100%, mainly due to increased profitability in the cement business [3] - Yuexiu Capital expects a net profit of 1.473 billion to 1.575 billion yuan, a year-on-year increase of 45% to 55%, driven by growth in its renewable energy business [3] - Jieshun Technology anticipates a net profit of 35 million to 50 million yuan, a year-on-year increase of 105.68% to 193.82%, as it continues to implement its "AI + parking operation" strategy [4] - Jincheng expects a net profit of 1.07 billion to 1.12 billion yuan, a year-on-year increase of 74.62% to 82.78%, due to increased production and sales of mining resources [4] - Shengquan Group forecasts a net profit of 491 million to 513 million yuan, a year-on-year increase of 48.19% to 54.83%, as production capacity for advanced electronic materials is gradually released [4] - Shengnong Development expects a net profit of 850 million to 950 million yuan, a year-on-year increase of 732.89% to 830.88%, driven by rapid growth in retail channels [4] - Deep Deep Housing A anticipates a net profit of 85 million to 120 million yuan, a year-on-year increase of 1411.70% to 2034.17%, due to increased revenue recognition from real estate projects [4]

太空经济布局方面，Voyager在"金穹"国家安全架构中的硬件软件供应能力被重点提及。传统业务层 面，公司已为地球观测、威胁探测等任务提供通信、制导及ISR系统;新兴领域则通过与 Palantir(PLTR.US)、英伟达(NVDA.US)的合作，借助TALIX等项目搭建国家安全技术桥梁。星际实验室 空间站计划更被赋予战略价值，爱泼斯坦预测该合资项目到2032年可能创造超30亿美元收入，同时开辟 微重力研究、制造等新市场。 尽管看好前景，报告也提示多重风险：Voyager当前盈利能力落后于国防科技同业，调整后EBITDA至 2028年仍预计为负;约63%的投票权集中于创始人手中的股权结构，带来公司治理不确定性。爱泼斯坦 坦言，虽然终端市场曝光度与核心技术具备吸引力，但投资仍需承担较高风险。 智通财经APP获悉，美国银行证券周一正式启动对Voyager Technologies(VOYG.US)的股票覆盖，并给 予"买入"评级。分析师罗纳德·爱泼斯坦在7月7日发布的研究报告中强调，这家国防科技企业凭借深度 参与国家安全项目及太空经济机遇，展现出独特的投资价值。 美国银行设定Voyager目标价为50美元，较当前 ...

【环球时报综合报道】当地时间7月6日，国务院总理李强在里约热内卢出席金砖国家领导人第十七次会晤第一阶段会议，就"和平与安全、全球治理改革"议 题发表讲话。金砖成员国领导人与会。巴西总统卢拉主持会议。李强表示，当前，世界百年变局加速演进，国际规则和秩序遭受严重冲击，多边机制权威和 效能减弱。习近平主席提出的共商共建共享的全球治理观更加彰显出其时代价值和现实意义。在激化加剧的矛盾分歧面前，我们需要以平等尊重的态度更好 共商。在深度交融的共同利益面前，我们需要以团结协作的行动更好共建。在合则互惠的发展机遇面前，我们需要以相互成就的胸怀更好共享。路透社称， 6日开幕的峰会将金砖国家展现为分裂世界中多边外交的堡垒，旨在代表全球南方国家发声，并加强对多边机构进行改革的呼声。中国现代国际关系研究院 研究员、金砖国家暨G20中心主任徐飞彪告诉《环球时报》记者，本次峰会召开的环境尤为复杂，特别是美国甚至在公开场合对金砖施加明显压力。在这样 的背景下，囊括了更多发展中国家的金砖峰会依然能顺利召开，意义重大，为金砖国家的下一步发展起到了承前启后的作用。 中方宣布多项重要举措 7月6日，在金砖国家领导人峰会开幕式致辞中，巴西总统卢拉 ...

来源：光明网 由中国科协主办、中国机械工程学会承办的极端制造基础科学与工程前沿专题论坛于7月4日在北京中国 科技会堂举办。论坛围绕年会"示踪科技前沿助力创新发展"主题，立足国家战略需求，展示极端制造工 程前沿，搭建彰显学科交叉的学术交流平台，来自 40 余所高校及科研院所的 60 余位专家学者齐聚一 堂，共同探讨极端制造领域的基础科学突破与工程应用创新。 论坛特邀六位领军学者，围绕极端制造前沿领域作专题报告。浙江大学贺永教授聚焦 "软-韧-硬生物水 凝胶的增材制造"，揭示生物材料与制造技术的交叉创新；南京航空航天大学顾冬冬教授以"高性能金属 构件激光增材制造：机器学习与工艺优化协同调控"为题，展现智能算法与制造工艺的深度融合；华中 科技大学闫春泽教授分享"碳化硅陶瓷复合材料的增材制造技术"，突破极端环境下耐高温材料的制备瓶 颈；哈尔滨工业大学耿延泉教授阐述"基于纳米顺铣成形加工纳米光栅结构方法研究"，探索微纳制造的 精度极限；大连理工大学付饶教授探讨"复合材料 3D 打印技术在太空制造领域的探索与展望"，为极端 环境下的空间制造提供新思路；南京理工大学朱志伟教授报告"光学透镜快速成型制造"，推动光学元件 制造 ...

Core Points - The core message emphasizes China's commitment to enhancing global space cooperation, particularly with developing countries, to bridge the technology gap in space exploration [1][2] Group 1: International Cooperation - China aims to strengthen the sharing of space technology achievements to assist developing countries in enhancing their space capabilities and applications [1] - Various international collaborations are highlighted, including China's lunar exploration program, Mars exploration partnerships, and satellite joint development with countries like Brazil, France, and Italy [1] - The ongoing international lunar research station project has participation from over ten countries and organizations, with an invitation for more to join [1] Group 2: Future Plans - Future international space governance will focus on practical cooperation in areas such as space science, Earth observation, lunar exploration, and biological detection [1] - Specific measures to support developing countries include providing essential scientific research results for disaster reduction and forest resource monitoring, enhancing their space capabilities, and conducting joint space science research [2]

文 | 制造前沿 当时间迈入2025年，我们正处在一个由技术重新定义国家力量、经济版图乃至人类文明走向的时代。在 此背景下，哈佛大学肯尼迪学院贝尔弗中心最新发布的《2025全球关键和新兴技术指数报告》，为我们 揭示了全球技术竞争的激烈全景。 这份长达七十余页的报告，对全球25个主要国家在人工智能、生物技术、半导体、太空和量子技术这五 大核心战场上的综合实力进行了精准量化评估，呈现出一幅中美双雄争霸、欧洲奋力追赶的全球科技新 版图。 图源：2025全球关键和新兴技术指数报告 0 1 技术权重分配：半导体的"心脏"地位 为了精准度量无形的技术实力，报告构建了一套创新性的技术指数体系。五大关键技术领域被赋予了不 同的战略权重： 五大关键技术 - 半导体（35%）：作为支撑整个现代技术生态的"心脏"和数字时代的"石油" - 人工智能（25%）：影响力已渗透到经济、军事和社会的每一个毛细血，被视为"竞争倍增器" - 生物技术（20%）：直接关系到国民健康、粮食安全乃至伦理边界 - 太空技术（15%）：在通信、国防和资源探索方面具有巨大战略价值 - 量子技术（5%）：代表着计算与通信的未来革命，仍处早期阶段，但潜力巨大 ...

转自：地球局 俄总统助理乌沙科夫 乌沙科夫表示，普京在电话中向特朗普通报了第二轮俄乌直接谈判所达成人道主义协议的执行情况，但未涉及美国暂停部分对 乌武器供应这一议题。双方同意继续通过两国外交和国防部门以及总统助理保持沟通。 齐鲁晚报·齐鲁壹点记者 赵世峰 综合新华社、央视新闻等消息，当地时间7月3日，俄罗斯总统普京与美国总统特朗普通电话，交谈持续近一小时，双方就双边 关系、乌克兰问题、伊朗及中东局势等议题交换意见。特朗普对通话结果表示不满，称所涉议题"没有取得任何进展"。 俄罗斯总统普京 俄总统助理乌沙科夫披露了两国元首通话的具体内容。他表示，普京与特朗普的谈话"在同一频率上"，谈话务实且具体。此次 通话是美俄总统今年以来第6次通话，两人上一次通话是在5月19日。 据俄罗斯卫星通讯社报道，双方就乌克兰局势交换意见，特朗普提出应尽早结束乌克兰境内的敌对行动；普京强调俄方愿意继 续谈判，但不会放弃消除乌克兰危机的所有根本原因。乌沙科夫说，两国领导人没有讨论举行双边会晤的话题。 两国元首还讨论了伊朗局势，商定将继续就该问题保持接触，并谈及叙利亚局势最新发展。此外，双方就能源和太空探索领域 多个联合项目进行了探讨。 ...

Group 1 - As of early May 2025, the number of private space-related companies in India has reached 172, making it the second-largest group after the United States, which has 825 companies [1][2] - The Indian government allowed private enterprises to enter the space sector in 2020, leading to rapid market expansion and increased satellite launches [1][2] - The Indian Space Research Organisation (ISRO) has a strong foundation of technological accumulation, which has facilitated the rise of private companies [1][2] Group 2 - Funding for Indian space companies has surpassed that of the UK and Japan, with a total of approximately $240 million since 2023, nearing Japan's $340 million [2] - India has a vast talent pool with over 1.4 billion people, and ISRO employs nearly 20,000 staff, which is more than NASA and significantly more than JAXA [2] - The ecosystem for space-related talent and companies is expanding, with top researchers providing support to startups [2] Group 3 - The global space industry is projected to grow to $944 billion by 2033, up from $596 billion in 2024, indicating a significant market opportunity [3] - India is positioned as a leader in the "Global South," maintaining a high economic growth rate of 7% to 8% annually, with its nominal GDP expected to surpass Japan by 2025 [3] - The trend of private enterprises collaborating in the space sector is anticipated to be a forefront development in the future [2][3]