7月10日，国家邮政局发布的最新监测数据显示，截至7月9日，今年我国快递业务量已突破1000亿件， 比2024年达到千亿件提前了35天。这一数据不仅展现了邮政快递业对促进消费升级和实体经济增长的关 键支撑作用，更折射出我国经济发展较强的韧劲和活力。 国家邮政局相关负责人表示，"十四五"以来，我国邮政快递业聚焦高质量发展的首要任务，实现了持续 较快发展。今年千亿件的更快诞生，凸显了我国消费市场规模不断扩大，电商渗透率持续攀升，带动了 快递业务量较快增长。快递"规模经济"效应继续放大，对产业拉动和经济带动能力明显提升。 值得关注的是，今年第1000亿件快递是一台以旧换新的家用空调，从广东中山发往江苏常州，这一案例 直观体现了以旧换新政策对消费市场和快递业的双重拉动。当前，以旧换新品类呈现多元化趋势：家电 领域空调、冰箱、洗衣机占比靠前，3C产品中手机、平板电脑需求旺盛，为快递企业延伸服务触角提 供了新空间。 在业内人士看来，邮政快递业在服务以旧换新政策落地方面表现突出，行业构建起高效便捷的一体化服 务体系，不断优化用户体验，为降低社会物流成本、激发内需市场潜力贡献了行业力量。 "快递物流企业应构建'换新+回收'全 ...

Group 1 - The core advantage of Tianjin in the digital economy is the integration of massive data processing capabilities with economic development, leveraging artificial intelligence to create new growth opportunities [1] - Tianjin Beiyun Technology Co., Ltd. has significantly reduced the early drug discovery cycle by 80% through its self-developed AI model, supported by the Tianjin Artificial Intelligence Computing Center [2][4] - The Tianjin Artificial Intelligence Computing Center has incubated 25 vertical industry models and over 160 AI industry solutions, with more than 80% of these models applied in key sectors such as biomedicine and high-end equipment [4] Group 2 - The digital economy in Tianjin has shown robust growth, with the core industries generating revenue of 132.9 billion yuan in the first quarter, marking a year-on-year increase of 12.2% and accounting for 9.4% of the GDP [5] - Automation in manufacturing is enhanced by AI technologies, enabling real-time analysis of equipment performance and reducing production downtime, as demonstrated by companies like Fite (Tianjin) Testing Technology Co., Ltd. [7] - The "Digital Silk Road" initiative is facilitating international expansion for small and beautiful projects, with companies like Zhongke Ruiyan (Tianjin) Technology Co., Ltd. successfully implementing digital skills training platforms in Uzbekistan [8][9][11]

Core Viewpoint - The company Shijia Photonics plans to acquire an 82.381% stake in Dongguan Fokexima Communication Technology Co., Ltd. through a combination of share issuance and cash payment, aiming to enhance its production capabilities in optical components and strengthen its market position in the optical communication sector [1][2]. Group 1: Acquisition Details - Shijia Photonics will acquire the stake from five parties, including Guangdian Fund and Liu Xiaoming, and the company's stock will resume trading on July 11 [1]. - Fokexima specializes in the research, production, and sales of MPO components, which are essential for high-speed data transmission in data centers [1][2]. Group 2: Market Context - The optical device market is experiencing rapid growth due to increasing demand driven by advancements in cloud computing, big data, IoT, and AI technologies [1]. - Fokexima has launched several low-loss MT connectors and has developed a range of MT connector products, achieving mass production and gaining recognition from major market clients [2]. Group 3: Financial Performance - In 2024, Shijia Photonics reported a revenue of 1.075 billion yuan, a year-on-year increase of 42.40%, and a net profit of 64.93 million yuan, up 236.57% [3]. - For the first quarter of 2025, the company achieved a revenue of 436 million yuan, reflecting a 120.6% year-on-year growth, and a net profit of 93.19 million yuan, which is a 1003.8% increase [3].

2025.07. 10 7月10日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 塞力医疗：旗下联营企业治疗性降压疫苗项目试验能否成功还存在重大不确定性 塞力医疗(603716)发布股票交易异常波动公告，公司股票连续3个交易日内日收盘价格涨幅偏离值累 计超过20%，属于股票交易异常波动的情形。公司关注到近期市场对创新药业务关注度较高。公司 旗下联营企业华纪元生物是公司于2020年1月投资的参股公司，持有其15.61%的股份，投资金额 1066.6万元，华纪元生物2024年营业收入2.68万元，净利润-238.23万元。其治疗性降压疫苗项目 HJY-ATRQβ-001已完成概念验证（POC）阶段研究和临床前研究，已于2025年6月6日获得国家药 监局（NMPA）的新药临床试验申请（IND）受理，后续还需经一期、二期临床试验，试验能否成功 还存在重大不确定性。上述投资目前对公司主营业务的影响较小，敬请投资者注意相关风险，理性决 策，审慎投资。 人福医药：股东招商生科取得增持股份专项贷款承诺函 人福医药(600079)公告，公司近日收到股东招商生命科技（武汉）有 ...

Core Insights - The article discusses the implementation of a virtual power plant in Wuhan, which has successfully coordinated nearly 40 enterprises to reduce electricity load during peak demand periods, resulting in financial rewards for participants [1][2]. Group 1: Virtual Power Plant Overview - The virtual power plant is described as an intelligent "power dispatch brain" that connects various distributed resources such as solar panels, large air conditioning units, and electric vehicle charging stations through IoT, AI, and big data technologies [1]. - This system does not consume coal or occupy land, yet it effectively alleviates electricity pressure during extreme weather conditions, enhancing the resilience of the urban power grid [1]. Group 2: Operational Details - On July 8, during a peak load period, three virtual power plant operators coordinated with nearly 40 enterprises to reduce approximately 15,000 kilowatts of electricity load without affecting residential or business operations [2]. - The participating operators received a total of about 45,000 yuan in response rewards, calculated at 3 yuan per kilowatt-hour, which will be distributed among the participating enterprises [2]. Group 3: Government Involvement and Future Plans - Wuhan has established the "Implementation Guidelines for Virtual Power Plant Precise Response," promoting a model of government-led, grid-built, and multi-party participation, with an annual expected subsidy of 10 million yuan for precise responses [2]. - The July 8 response marked the first reward payment for virtual power plant precise responses in the Central China region [2].

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, highlighting significant developments and performance forecasts that may impact investor decisions [1]. Company Announcements - **Saili Medical**: The therapeutic hypertension vaccine project by its affiliate, Huajiyuan Biotechnology, faces significant uncertainty despite recent market interest in innovative drugs. The company holds a 15.61% stake in Huajiyuan, which reported a revenue of 26,800 yuan and a net loss of 2,382,300 yuan for 2024 [3]. - **Renfu Pharmaceutical**: Shareholder,招商生科, has secured a loan commitment of up to 750 million yuan from招商银行武汉分行 to increase its stake in Renfu Pharmaceutical. The planned share buyback will occur within six months starting from July 3, 2025, with a maximum purchase price of 25.53 yuan per share [4]. - **China Merchants Energy Shipping**: The company has received a new multi-purpose heavy-lift vessel, "Mingshi," as part of its order for four eco-friendly vessels. The fleet now includes 102 operational bulk carriers, with 16 vessels on order for future delivery [5]. - **Shangwei New Materials**: The company announced a significant stock price fluctuation, with a 30% increase over two days. A share transfer agreement was signed, potentially changing the controlling shareholder to Zhiyuan Hengyue, pending shareholder approval [6]. - **Northern Rare Earth**: The trading price for rare earth concentrates has been adjusted to 19,109 yuan per ton for Q3 2025, based on market conditions [7]. - **Baotou Steel**: Similar to Northern Rare Earth, Baotou Steel has proposed an adjustment of the rare earth concentrate trading price to 19,109 yuan per ton for Q3 2025 [9]. - **Shanghai Mechanical & Electrical**: The company received approval from the Shanghai State-owned Assets Supervision and Administration Commission for the transfer of 51.137 million shares from its controlling shareholder, Shanghai Electric, without changing control [10]. Performance Forecasts - **Eyer Communication**: The company expects a net profit of approximately 463 million yuan for the first half of 2025, a year-on-year increase of about 121.13%, driven by growth in the IoT sector [12]. - **Tianbao Infrastructure**: The company forecasts a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.8% to 2329.27% due to tax recoveries [13]. - **China Shipbuilding**: The expected net profit for the first half of 2025 is between 2.8 billion and 3.1 billion yuan, reflecting a year-on-year increase of 98.25% to 119.49% due to improved production efficiency and order structure [14]. - **Shanghai Xiba**: The company anticipates a net profit of 99 million to 118 million yuan for the first half of 2025, a year-on-year increase of 136.47% to 181.85%, primarily due to non-recurring income [15]. - **Longyuan Technology**: The expected net profit for the first half of 2025 is between 26 million and 31 million yuan, reflecting a year-on-year increase of 116.61% to 158.26% [16]. - **Zhengbang Technology**: The company forecasts a net profit of 190 million to 210 million yuan for the first half of 2025, marking a return to profitability driven by increased pig sales [17][18]. - **Bolong Technology**: The expected net profit for the first half of 2025 is between 22 million and 28 million yuan, a year-on-year increase of 123.09% to 183.93% due to successful project deliveries [19]. - **Haitou Shares**: The company anticipates a net profit of approximately 380 million yuan for the first half of 2025, a year-on-year increase of about 233.10% due to favorable market conditions [20]. - **Chuangjiang New Materials**: The expected net profit for the first half of 2025 is between 24 million and 29 million yuan, reflecting a year-on-year increase of 42.35% to 72% [21]. - **Hudian Shares**: The company forecasts a net profit of between 1.65 billion and 1.75 billion yuan for the first half of 2025, a year-on-year increase of 44.63% to 53.4% [22]. - **Taiping Bird**: The company expects a net profit of around 77.7 million yuan for the first half of 2025, a decrease of approximately 55% due to declining retail performance [23]. - **China Satellite**: The company anticipates a loss of between 21.2 million and 41.2 million yuan for the first half of 2025, attributed to reduced contract fulfillment and increased operational costs [24]. - **ST Yatai**: The company expects a loss of between 12.6 million and 20.9 million yuan for the first half of 2025, primarily due to cash flow issues and increased non-recurring expenses [25]. Major Contracts - **Bai Da Group**: The company signed a significant leasing contract for the Hangzhou Department Store, with a rental agreement of 375 million yuan per quarter, increasing by 4.5% every three years [26]. Shareholding Changes - **Baoshui Technology**: A major shareholder plans to reduce their stake by up to 1% through market transactions between August 4 and November 3, 2025 [28].

齐鲁晚报.齐鲁壹点高雅洁 7月10日，2025第十届中国山东(青岛)国际康养产业博览会启幕，300余家国内外企业参展，展会将持续至7月12日。"养老黑科技"成为本 届博览会焦点，AI机器人、智能康复器械、无人驾驶轮椅等前沿科技深度融入康养服务，推动康养产业从"老有所养"迈向"老有智享"。 7月10日，2025第十届中国山东(青岛)国际康养产业博览会暨银发消费节在青岛国际会展中心盛大启幕。本届博览会本届展会为期三天， 以"孝善齐鲁智汇康湾"为主题，自7月10日起至12日于青岛国际会展中心1号馆、3号馆持续开展。 在科技革命与老龄化交汇的浪潮下，"养老黑科技"成为本届博览会的焦点。人工智能、物联网、机器人技术等前沿科技深度融入康养服 务，推动产业从"老有所养"向"老有智享"跨越。 智能康复领域，新一代可穿戴外骨骼机器人、具备智能导航功能的无人驾驶轮椅等产品，为老人和康复患者带来更便捷的行动体验；居 家健康监护方面，智能防摔马甲、智能心电衣等柔性可穿戴设备实现生命体征实时监测，先进家用医疗设备助力慢病管理；智慧适老化 改造展区，全场景适老化样板间整合智能家居、紧急呼叫系统等，智能床垫、爬楼机等产品解决老年人生活难题 ...

摩根大通称，宁德时代（300750）H股仍是该行在中国电池产业链中的首选，尽管考虑到短期内涨幅过 大，不排除出现回调的可能。摩根士丹利则将宁德H股和A股目标价均上调14%，称其在物联网领域 是"游戏规则的改变者"。宁德时代近期的出色表现是由于好于预期的7月产量前景，预计二季度业绩超 预期等。自一季度以来，宁德时代已超越贵州茅台（600519），成为外资持股最多的股票。 ...

本文源自：金融界 作者：行情君 7月9日，宁圣国际(NISN)盘中上涨2.2%，截至21:48，报4.18美元/股，成交3762.0美元，总市值2005.71 万美元。 财务数据显示，截至2024年12月31日，宁圣国际收入总额3.4亿美元，同比减少12.01%；归母净利润 578.74万美元，同比减少67.08%。 大事提醒： 7月29日，宁圣国际将披露2025财年一季报（数据来源于纳斯达克官网，预计披露日期为美国当地时 间，实际披露日期以公司公告为准）。 资料显示，宁圣国际企业管理集团有限公司(NASDAQ: NISN)是一家在英属维尔京群岛注册成立的境外 控股母公司,主要通过其境内实体子公司范太克(上海)数字科技有限公司运营。其子公司通过持续地将大 数据、人工智能、物联网和区块链等前沿技术引入金融行业,相应形成了信贷科技、财富科技、 保险科 技、资管科技等细分子领域,在此基础上致力于打造一个开放的金融科技生态,为银行、证券、信托、基 金、 保险等金融业机构实体的数字化转型提供在技术、产品、服务和客户等方面的综合解决方案。范 太克数科旗下涵盖的子品牌——汇晶社,是其在服务金融业机构数字化转型过程中形成的重 ...

序号股东名称持股比例1新疆智禾铭铠科技咨询有限公司60%2保能高端装备制造（辽宁）有限公司40% 天眼查App显示，近日，保隆（辽宁）装备制造有限公司成立，法定代表人为王兆余，注册资本11800 万人民币，新疆智禾铭铠科技咨询有限公司、保能高端装备制造（辽宁）有限公司持股。 企业名称保隆（辽宁）装备制造有限公司法定代表人王兆余注册资本11800万人民币国标行业科学研究 和技术服务业>研究和试验发展>工程和技术研究和试验发展地址辽宁省锦州滨海新区（锦州经济技术 开发区）昆仑山路2-1号办公楼210室企业类型其他有限责任公司营业期限2025-7-8至无固定期限登记机 关锦州滨海新区市场监督管理局 经营范围含许可项目：道路机动车辆生产；第三类医疗器械经营。（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）科技中介服务；工程和 技术研究和试验发展；创业空间服务；信息咨询服务（不含许可类信息咨询服务）；科普宣传服务；技 术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；量子计算技术服务；人工智能应用软 件开发；物联网技术服务；信息技术咨询服务；汽车零配件零售 ...