截至2025年7月4日 10:28，中证数字经济主题指数(931582)下跌0.79%。成分股方面涨跌互现，润泽科技 (300442)领涨5.12%，宝信软件(600845)上涨2.68%，北方华创(002371)上涨0.44%；财富趋势(688318)领 跌，圣邦股份(300661)、卓胜微(300782)跟跌。数字经济ETF(560800)下修调整，最新报价0.75元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | -0.87% | 8.12% | | 688881 | 中芯国际 | -1.55% | 6.58% | | 300124 | 汇川技术 | -1.33% | 5.49% | | 002371 | 北方华创 | 0.44% | 4.95% | | 688041 | 海光信息 | -0.30% | 4.85% | | 688256 | 寒武纪 | -1.51% | 4.84% | | 002415 | 海康威视 | -0.11% | 4.23% | | 603501 | 豪威集团 | -1.25% | ...

湾区潮涌，风起旗峰。在粤港澳大湾区建设纵深推进当下，作为改革开放的前沿阵地，东莞正以"科技 创新+先进制造"为引擎，重塑全球产业链坐标。 南方都市报东莞新闻部重磅推出政经观察栏目——《旗峰观察》，将聚焦政策动向、区域产业布局与资 本流动，解构东莞的"发展密码"，为这座"双万之城"的高质量发展书写时代注脚。 在7月3日举行的2025年（东莞）低空经济应用场景发布会上，东莞的南城、松山湖、水乡经济区+洪 梅、谢岗四大区域，分别以——"低空+物流配送""低空+文旅应用""低空+跨城运输""低空+产业制 造""低空+高空作业"五大场景集体亮相。 从物流枢纽到科创文旅，从跨域通联到制造升级，东莞低空经济"四大区域支点"雏形已经出现。 东莞这一波"先手棋"，释放出强烈信号：东莞的低空经济已不是"未来时"，而是"进行时" 。 低空经济的应用，关键在于与区域优势的深度融合。东莞提出，将加快制定出台低空经济扶持政策，积 极谋划场景、建设场景、应用场景，推动未来一年内打造不少于100个具有示范意义的应用场景。 此次场景发布，正是东莞立足各镇街优势的精准落子。 南城作为中心城区，是东莞软件信息产业聚集区，数字经济产业发展迅速。而数 ...

Group 1: Core Insights - Beijing's "Two Zones" initiative has achieved multiple national and city-level innovations over the past five years, enhancing the business environment and driving high-quality development [1][2][3][4][6][7] Group 2: Haidian District Developments - Haidian District has implemented a "technology innovation + service industry openness" strategy, resulting in 98 institutional innovation cases, with 4 cases replicated nationwide and 9 cases replicated citywide [2] - The district has registered 9,776 new enterprises, with 9,574 being domestic and 202 foreign, and has maintained the highest actual foreign investment in the city at $1.766 billion in 2024 [2] Group 3: Chaoyang District Initiatives - Chaoyang District has focused on digital economy reforms, establishing the first data asset registration center in the country and a data trading platform that allows for controlled and measurable data usage [3] - The district has created a high-precision digital twin platform and expanded its international investment network through global招商联络站 [3] Group 4: Tongzhou District Focus - Tongzhou District has emphasized "green trade," developing green financial innovations and establishing a comprehensive service environment to support business operations [4] - The district has seen a 10.4% annual growth rate in newly established foreign enterprises and a 27.0% annual growth rate in actual foreign investment, totaling $3.12 million [4] Group 5: Daxing District Achievements - Daxing District has introduced over 7,800 market entities with a registered capital exceeding 130 billion, achieving total revenue of approximately 150 billion [6] - The district has established various industrial carriers, including a biomedicine incubator, and is set to complete two major projects within the year [6] Group 6: Shunyi District Progress - Shunyi District has implemented over 200 key tasks related to the "Two Zones" initiative, creating 16 breakthrough policies and innovative models [7] - The district has ranked first in the city for the number of "Two Zones" projects, with a 60% increase in the number of large-scale enterprises and a 50% increase in actual foreign investment and foreign trade [7]

2025.07. 04 【今日推荐】 当地时间周四，美国股市大幅收高，标普500指数和纳斯达克指数均创下历史收盘新高，连续第三周上涨。截 至收盘，道琼斯工业平均指数上涨344.11点，涨幅0.77%，报44828.53点，距离历史高点仅0.41%；标普500 指数上涨51.94点，或0.83%，报6279.36点；纳斯达克综合指数上涨207.97点，涨幅1.02%，报20601.10 点。 俄美元首通话约1小时 讨论中东局势、俄乌谈判等 当地时间7月3日，俄罗斯总统助理乌沙科夫表示，俄总统普京与美总统特朗普的通话结束，通话持续了约一 小时。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。 韩军称控制一名越过军事分界线的朝鲜人员 韩国联合参谋本部4日通报，韩国军方3日晚控制了一名越过军事分界线的朝鲜人员。韩国联合参谋本部 表示，韩军3日晚在中西部军事分界线一带发现相关人员后，对其进行了追踪和监视，实施了诱导作战， 之后控制了相关人员。目前，有关部门正在对其进行调查。联合参谋本部还表示，截至目前，朝军没有特 别动向。朝方对此暂无回应。 罗马仕深夜发文：公司没有倒闭，定将努力解决一切问题 美国总统拟带企 ...

Group 1 - The Chinese Ministry of Commerce expressed hope for mutual respect and cooperation in the context of a potential visit by a U.S. business delegation to China, emphasizing the importance of reducing misunderstandings and enhancing collaboration for stable economic relations [2][6] - The Chinese government is promoting the development of a second-hand car export market, with plans to officially launch related requirements and procedures by February 2024, aiming to ensure quality and safety for overseas consumers [6] - The first national "medical insurance + commercial insurance" clearing and settlement center has been launched, enhancing the convenience for patients by allowing simultaneous settlement of both types of insurance at medical institutions [7] Group 2 - The State Council of China issued a notice to align free trade zones with international high-standard economic and trade rules, requiring relevant departments to support and guide the replication of pilot measures within one year [5] - The National Medical Products Administration announced measures to strengthen the regulation of botulinum toxin to prevent illegal distribution, highlighting the importance of public safety in drug use [10] - The National Medical Products Administration released ten key measures to support the innovation of high-end medical devices, focusing on optimizing the entire lifecycle regulation [11] Group 3 - Vanke announced a borrowing agreement with its largest shareholder, Shenzhen Metro Group, for up to 6.249 billion yuan to repay bond principal and interest, indicating a proactive approach to managing debt [26] - Microsoft plans to lay off 9,000 employees, approximately 4% of its workforce, as part of ongoing organizational changes aimed at improving efficiency in a dynamic market [27][28] - The U.S. stock market saw significant gains, with the S&P 500 and Nasdaq indices reaching record closing highs, reflecting a positive market sentiment [29]

Core Viewpoint - China's economy is undergoing a critical phase of transformation, with new momentum industries enhancing resilience against external risks through technological innovation and market demand [1][4]. Group 1: Manufacturing Sector Performance - In June, the manufacturing PMI rose for two consecutive months, with equipment manufacturing and high-tech manufacturing showing stable expansion [1]. - The added value of equipment manufacturing accounted for 36.7% of the total industrial output in May, maintaining above 30% for 27 months [2]. - High-tech manufacturing's added value grew by 8.6% year-on-year, contributing 1.4 percentage points to overall industrial growth [2]. Group 2: Profitability and Growth Expectations - From January to May, profits in the equipment manufacturing sector increased by 7.2%, contributing 2.4 percentage points to overall industrial profits [2]. - The PMI for equipment manufacturing and high-tech manufacturing in June was 51.4% and 50.9%, respectively, indicating continued expansion [2]. Group 3: Innovation and Policy Support - The development of new momentum industries is driven by the integration of technological and industrial innovation, with breakthroughs in key technologies in fields like 5G and artificial intelligence [3]. - Macro policies, including large-scale equipment upgrades and consumption incentives, have effectively released domestic demand and promoted industrial upgrades [3]. Group 4: Regional Development and Industry Integration - New momentum industries are creating new growth points and enhancing local economic vitality, with regions like Anhui showing significant growth in equipment manufacturing [3]. - The integration of high-tech and equipment manufacturing is fostering new business models, particularly in sectors like smart connected vehicles and high-end medical equipment [3]. Group 5: Challenges and Strategic Focus - Despite progress, some industries face challenges such as key technology bottlenecks and supply chain disruptions, necessitating sustained innovation investment and ecosystem improvement [4]. - The recovery in manufacturing is also a result of collaborative recovery across various sectors, highlighting the importance of maintaining connections between new and traditional industries [5].

在人工智能驱动与全球合作需求下，中国企业出海正经历深刻转型——从"人力输出"跃升为"方案出 海、数字护航"。7月3日举行的2025全球数字经济大会"数字经济出海国际合作论坛"揭示，北京构建的 创新服务基地半年来成效显著，软通动力、中国移动等领军企业在论坛上分享成功实践，新一批上市公 司加速布局，以技术方案和合规运营竞逐全球市场。 "在全球化背景下，数字经济全球一体化不会停止，中国数字经济与世界数字经济融合发展也是大势所 趋。"全球数字经济城市联盟荣誉理事长、国际电信联盟前秘书长赵厚麟表示，中国数字科技和数字经 济出海已经成为中国企业拓展国际市场、实现转型升级的重要战略选择。 中国信息通信研究院院长余晓晖也认为，人工智能是驱动数字经济与实体经济高质量发展的核心引擎和 最大技术变量。全球合作（如开源、技术出海）是缩小鸿沟、实现普惠发展和保持竞争力的必要路径。 把握这一窗口期，领先的上市公司正实践从"人力输出"到"方案出海"的转型升级。 软通动力董事长刘天文介绍称，在出海1.0阶段，公司主要靠人力成本优势做交付。如今2.0阶段，软通 动力聚焦输出中国数字化成熟方案。公司在新加坡设立国际总部，维系过去长期服务的日本市 ...

Group 1 - The 2025 Global Digital Economy Conference focuses on "Building Digital Friendly Cities" as a theme, emphasizing the role of cities in advancing digital transformation in China [1][3][5] - The conference highlighted the importance of digital infrastructure and applications in urban development, aiming for a comprehensive digital transformation across cities [5][6] - The "Beijing Supply + Tianjin and Hebei Demand" linkage mechanism is being established to accelerate the digital transformation process in the Beijing-Tianjin-Hebei region [2][9] Group 2 - The first "Beijing-Tianjin-Hebei Digital Economy Collaborative Innovation and Integration Development" forum was held, emphasizing the need for digital technology as a core driving force for regional development [4][7] - The forum discussed the construction of a cross-regional computing power platform and the integration of new generation information technology and artificial intelligence clusters [7][9] - The "Global Digital Friendly Initiative" was launched, proposing the establishment of global digital security standards and a trustworthy digital certification system to address challenges like the digital divide and cybersecurity [6]

由北京市协同发展服务促进会牵头，三地数字经济领域相关行业协会联合发布《数字京津冀协同共建》 行业倡议，并发起组建"数字京津冀协同共建服务联盟"，聚焦产业链生态协同、场景应用示范、数字园 区协作等维度，汇聚协会各方力量，推动京津冀数字经济产业链"织网"，构建更加开放、协同和创新的 数字经济协同发展共同体。 联盟首个联合项目"京津冀数字经济园区伙伴计划"在论坛正式启动，首批23家园区加入伙伴计划，并召 开第一次伙伴对接座谈会。围绕"协同创新、资源共享、优势互补、互利共赢"，联盟将以产业园区为载 体，推动园区之间和企业之间结对组成算力伙伴、数据伙伴、技术伙伴和应用伙伴，构建统一、开放、 共享的数字经济生态体系。 北京市协同发展服务促进会发布"京津冀产业协同综合服务平台"，汇聚展示"六链五群"发展基础、园区 平台分布、惠企政策等内容，成为行业系统了解京津冀产业协同布局思路、供需机会、前沿趋势的重要 平台，赋能京津冀各类协同主体精准决策。 本报讯(记者郭冀川)7月3日，2025全球数字经济大会活动之一，首届"京津冀数字经济协同创新与融合 发展"专题论坛在北京中关村国家自主创新示范区会议中心举办。论坛由全球数字经济大会组 ...

Core Insights - Zhongxing Commercial has become one of the first retail enterprises in Liaoning Province to join the "immediate refund" policy for outbound tax refunds, setting a benchmark for the industry and driving economic growth in the region [1][2] Group 1: Company Overview - Established in 1987, Zhongxing Commercial is a large-scale commercial complex in Northeast China, with a total construction area of 240,000 square meters, integrating retail, leisure, dining, and entertainment [2] - The company underwent a mixed-ownership reform in April 2019, with Liaoning Fangda Group becoming the largest shareholder, marking a new chapter in its high-quality development [2] Group 2: Economic Impact and Strategy - The Chinese government has emphasized the importance of consumption as a key driver of economic growth, promoting policies to stimulate domestic demand and enhance consumer spending [2] - Zhongxing Commercial is strategically planning to open flagship stores in the region to meet diverse consumer needs, enhancing brand strength and customer appeal [2] Group 3: Digital Transformation - In line with the "14th Five-Year Plan" for digital economy development, Zhongxing Commercial is accelerating its online and offline channel development, launching the "Zhongxing Building+" mini-program and pioneering Douyin e-commerce live streaming in the region [3] - The company is creating a new social ecosystem by integrating online traffic with offline experiences, utilizing social media platforms for targeted marketing [3] Group 4: Marketing Innovations - In response to the call for boosting consumption, Zhongxing Commercial has implemented a "three-in-three-out" marketing strategy, hosting various cultural and sports events to enhance customer engagement and create immersive experiences [4] - The company aims to foster a family-oriented consumption culture and has achieved significant breakthroughs in both economic and social benefits through innovative marketing [4]