1.泡泡玛特疑进军家电行业，正招聘相关人才 据界面新闻，泡泡玛特或许要跨界进军家电行业。据青岛广播电视台正在新闻报道，近日，有网友发帖称 泡泡玛特进军家电行业，该网友称某招聘平台上泡泡玛特HR正在招聘冰箱领域相关人才。从多家招聘平台 查询获悉，泡泡玛特确实正在招聘家电领域相关人才，包括小家电采购主管、家电品质专家、研发工程师 等岗位。泡泡玛特招聘家电相关人才的薪资在12000-45000元之间，工作地点分布在深圳、东莞、上海、北 京等地。 点评：泡泡玛特探索副业+1。 2.国家发改委：安排2亿元支持贵州等地洪涝灾后恢复 近期，贵州省发生严重洪涝灾害。6月24日晚，国家防灾减灾救灾委员会启动国家四级救灾应急响应。按照 《国家自然灾害救助应急预案》，国家发展改革委紧急安排中央预算内投资1亿元，支持贵州灾区交通、水 利、医疗卫生、教育等基础设施和公共服务设施灾后应急恢复。同时，追加安排1亿元支持广东、湖南进一 步做好灾后应急恢复工作，推动尽快恢复正常生产生活秩序。 3.货拉拉多拉首款专属货车上市在即，由长安跨越深度定制 货拉拉多拉首款专属产品-纯电厢式货车，将于7月首发并开售，该车型为长安跨越为多拉生产的定制车型。 ...

Group 1 - Chip stocks experienced a significant upward trend, with companies such as Haoshanghao and Bocheng Co. achieving two consecutive trading limits [1] - Notable gainers in the sector included Sanfu New Science, Guangxin Materials, Haiguang Information, Changchuan Technology, and Cambricon, all showing substantial price increases [1] - According to DRAMeXchange data, the spot price of DDR4 16Gb (1Gx16) 3200 increased by 1.63%, with an average price of $12.3, which has doubled over the first quarter [1]

Group 1 - The key to the KOSPI reaching 5,000 points is a transparent capital market [1] - South Korea needs to make bold investments in artificial intelligence and semiconductor sectors [1] - There is an urgent need for South Korea to transition to renewable energy [1] Group 2 - A pragmatic foreign policy is necessary to address trade issues [1] - The government is calling for cooperation from the parliament regarding a supplementary budget of 30.5 trillion won [1]

Group 1 - The competition in the Robotaxi market is intense, with only three companies, Waymo, Pony.ai, and Baidu, meeting the standards for scale and automation, according to Pony.ai's CTO [4] - ByteDance's AI research team leader, Kong Tao, has left the company to start his own venture, indicating a shift in talent within the AI sector [14] - Xiaomi is set to launch its new SUV model, the YU7, with three versions and advanced features, highlighting its commitment to the automotive market [12][13] Group 2 - The semiconductor company, Chipone, has faced severe financial issues, including unpaid salaries and layoffs without compensation, raising concerns about its operational stability [8] - Intel is gradually shutting down its automotive business, focusing on its core client and data center products, which may impact its automotive clients [40] - The launch of Cao Cao Mobility on the Hong Kong Stock Exchange marks it as the largest tech mobility platform in Hong Kong, with a valuation of approximately 228 billion HKD [28][29] Group 3 - The ongoing layoffs at Microsoft’s Xbox division reflect a broader strategy to shift resources towards cloud services, indicating a significant restructuring within the company [41] - DJI is experiencing severe shortages of its drones in the U.S. market, leading to speculation about its future in that region, although the company remains committed to the market [22][23] - Ningde Times emphasizes overseas expansion as a priority amidst fierce competition in the domestic electric vehicle market, highlighting concerns over unhealthy competition [34][35]

本文来自微信公众号：电子工程世界 （ID：EEworldbbs），作者：付斌 在汽车芯片领域，一场前所未有的"冰火两重天"大戏正在上演。 曾经被视为"兵家必争之地"的汽车芯片市场，此刻有人黯然离场，又有人踌躇满志。可谓是"甲之蜜 糖，乙之砒霜"。 巨头纷纷退场 就在近期，国际上就发生了五起备受关注的巨头退出事件。 第一，英特尔即将关闭汽车业务，并裁减该部门大部分员工。6月25日消息称，该公司在给员工的一份 通知中表示："英特尔计划逐步停止英特尔架构汽车业务。"该公司还提到，会继续履行对现有客户的承 诺，但会裁减英特尔汽车部门的"大多数"员工。 汽车并非英特尔核心业务，陈立武上任CEO后一直也在强调英特尔要回归核心业务，不过有数据显示目 前有5000万辆汽车使用英特尔的处理器。值得注意的是，目前英特尔还掌握Mobileye多数股权，不过此 项决定似乎不会影响该公司运营；2024年初英特尔收购了电动汽车能源管理SoC公司Silicon Mobility。 第二，安霸(Ambarella)有意出售。6月25日消息称，安霸正在与银行家合作，并已接洽潜在买家。消息 传出后，该公司股价上涨21%，市值达到约26亿美元。该 ...

Core Viewpoint - The acquisition of a 37.0337% stake in Shanghai Analog Semiconductor Technology Co., Ltd. by Yachuang Electronics for 298 million yuan marks a significant move in the automotive chip sector, enhancing its product portfolio and market position [1] Group 1: Company Strategy - Yachuang Electronics is expanding its automotive chip capabilities through strategic acquisitions, having previously acquired Tamul's power management IC business and Shenzhen Ouchuang's 60% stake to strengthen its design capabilities [2] - The acquisition of Shanghai Analog is a crucial step in building a comprehensive automotive chip portfolio, with the company aiming to fill gaps in its smart drive chip offerings [3] Group 2: Market Performance - Yachuang Electronics has seen a remarkable increase in self-developed chip sales, rising from 24.45 million yuan in 2019 to 300 million yuan in 2024, representing over a 12-fold growth [3] - The company achieved a revenue of 3.61 billion yuan in 2024, a year-on-year increase of 46.14%, with a net profit of 124 million yuan, reflecting a significant growth rate of 132.78% [3] Group 3: Competitive Landscape - The automotive chip market is highly competitive, with international giants holding over 70% market share, while numerous domestic startups are emerging, intensifying competition in the sector [3]

2025.06. 25 根据智联招聘发布数据，低空经济、具身智能、智能制造、芯片领域等新兴和未来产业的职位招聘增 速较高，无人机工程师、机器人调试工程师、算法工程师、机械工程师、半导体工艺工程师、半导体 设备工程师等职业的招聘职位数同比增速均在30%以上。 低空经济、商业航天等硬科技产业链条长、分工精细，报考相关专业需要厘清产业链条，考虑自身兴 趣与产业链中各环节的匹配度。以低空经济为例，eVTOL (electric Vertical Take-off and Landing, 电动垂直起降航空器)只是其中的一个细分领域。 "整条产业链可划分为上游、中游和下游，每个领域有不同的侧重。"天际线eVTOL创始人罗科迪所 说的"上游"，指的是包括研发设计、基础原材料、核心组件与零部件生产等环节所在的行业。他所在 的主机厂商一般被视作为行业中游，而下游则偏应用，通常是一些运营服务商和飞行保障商。罗科迪 建议，如果是对技术方向感兴趣，可以报考航空类的专业，如果想要涉及一些商业相关的领域，也可 以考虑工商管理、市场等方面的专业。 他向记者指出，不同环节对人才的需求存在差异。"整个行业既需要纯技术人才，也需要技术与商业 ...

Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 95.74 billion HKD on June 25 [1] - Notable net purchases included Guotai Junan International (16.62 billion HKD), SMIC (14.25 billion HKD), and China Construction Bank (8.92 billion HKD) [1] - Significant net sales were observed in Tencent Holdings (5.51 billion HKD), Alibaba-W (4.6 billion HKD), and Xiaomi Group-W (3.06 billion HKD) [1] Group 2: Stock Performance - Guotai Junan International saw a remarkable increase of 198.4% with a net purchase of 13.69 billion HKD [4] - SMIC experienced a 5.6% rise with a net purchase of 7.39 billion HKD [4] - Xiaomi Group-W had a slight decline of 0.4% with a net sale of 4.16 billion HKD [4] Group 3: Company Developments - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its securities trading license to include virtual asset trading services [5] - SMIC is facing potential changes as the U.S. Department of Commerce plans to revoke the "indefinite exemption" for semiconductor companies operating in mainland China [5] - China Ping An's shareholding by BlackRock increased from 5.91% to 6.04% as of June 19 [6] Group 4: Industry Trends - The insurance sector in Hong Kong is experiencing a wave of shareholding increases, with 19 instances reported by June 20, 2025, involving 16 companies [6] - Xiaomi announced the launch of its AI glasses, which have already received 250,000 pre-orders [6] - The launch of the Cross-Border Payment System on June 22 marks a significant step in connecting mainland China and Hong Kong's payment systems [6]

Core Viewpoint - The company is actively expanding its niche DRAM production capacity and enhancing client layout to capture more market share amid the exit of overseas major manufacturers from the DDR4 memory chip production [1] Group 1 - Major overseas storage manufacturers are gradually reducing or halting the production of DDR4 memory chips [1] - These manufacturers are reallocating resources towards newer products such as DDR5 [1] Group 2 - The company aims to leverage the current market dynamics to increase its market share as competitors withdraw [1]

今天，A股三大指数齐涨。其中， 上证指数上涨1.04%，创今年以来新高。全市场成交额16394亿元， 较前一交易日放量1915亿元。"A股"相关话题也冲上了今日微博热搜 。 图片来源：微博 从盘面上看，军工、证券、互联网金融、保险等板块涨幅居前，油气、农药、影视、港口等板块跌幅居 前。 多方面因素催化今日A股行情。 大金融权重股今天大涨，带动指数上行。 其中，东方财富大涨10.04%，成交额为332.35亿元。 海外方面 ，美股中概股昨夜大涨，纳斯达克中国金龙指数涨3.31%；美联储7月降息呼声有所增多，摩 根士丹利预计美联储将在2026年七次降息，最终利率料达到2.5%—2.75%。 外资机构持续看好A股。 野村东方国际证券称，得益于无风险利率的下降，沪深300指数的静态估值仍 被低估（较十年均值低估25.6%），这对于国内长线配置型资金具有吸引力。 联博基金市场策略负责人李长风认为，伴随企业盈利改善、改革红利释放，中国股市的长期投资价值正 逐步显现。在当前环境下，投资者可关注三大主线，消费升级领域里，受益于消费习惯转变与政策刺激 的优质企业；高端制造领域里包括半导体、新能源装备等政策重视行业；现金流充沛、 ...