深圳2025年上半年经济数据显示，全市规模以上工业增加值同比增长4.3%，增速比一季度加快0.1个百 分点。 数据背后，离不开战略性新兴产业的支撑。作为"工业第一城"，深圳工业生产稳步增长，战略性新兴产 业不断壮大，新质生产力加快形成。 机器人产业蓬勃发展。优必选联合研发的机器人"天工Ultra"在全球首个人形机器人马拉松赛事夺冠；深 圳崛起"机器人谷""具身智能港"，越疆科技、速腾聚创、优必选等机器人产业链上市企业以及肯綮科 技、云鲸智能、普渡科技等细分领域龙头企业，南科大、清华深研院等近10所高校和机构在"谷内"聚 集。上半年，深圳高技术产品产量持续快速增长，其中，民用无人机、工业机器人、3D打印设备产品 产量分别增长59.0%、38.0%、35.8%。 人工智能在全域全时全行业加快应用。从雷鸟创新推出X3 Pro智能眼镜、搭载具身智能大模型大疆农业 无人机，到腾讯其自研大模型"混元"发力全模态领域，深圳人工智能产业在政策支持、算力支撑等多方 面持续推进。今年3月发布的《深圳市加快推进人工智能终端产业发展行动计划（2025-2026年）》，明 确提出到2026年，全市人工智能终端产业规模达8000亿元以上 ...

从"包邮区"到"全域通"，政策发力激活内需潜力。随着"消费品以旧换新""快递进村"等政策不断推出，快递小哥把日用 品、家电等产品送到了田间地头、雪域高原。与此同时，近年来，政府出台多项针对助农直播电商的扶持政策，县乡市场消费 活力持续增强，城乡物流双向更趋畅通，电商物流农村业务量回升明显。数据显示，6月份电商物流农村业务量指数升至130.4 高点，比5月份回升0.8点。政策打开需求闸门，形成"促消费—畅物流—兴产业"的闭环。 快递车继续向前奔驰，以高效流通促进要素自由流动，以创新驱动培育新质生产力，以政策协同打通城乡、东西、内外循 环，加速区域协调发展，为中国经济行稳致远注入持久动力。 从"汗水物流"到"智慧物流"，技术迭代重塑产业效率。物流行业之所以保持快速增长，离不开技术革新。针对直播电商等 带来的小批量、多批次订单特点，企业广泛应用无人车、AI分拣系统等智能设备，提高效率降低成本，成功适应碎片化需求， 推动行业从粗放式向精细化、智能化服务模式转型。当前，快递业不再只是"搬箱子"，而是成为撬动制造业数字化转型的"新 杠杆"。 ■孟珂 从最新公布的"物流业"数据来看，快递业跑出"加速度"正是中国经济"稳"的 ...

国内首批数据中心REITs之一，同时也是深交所首单数据中心REITs的南方润泽科技数据中心封闭式基础设施证券投资基金 （证券简称：南方润泽科技数据中心REIT，证券代码：180901）自2025年8月8日起在深交所上市交易。 这个总份额10亿份、首发规模45亿元的公募产品，不仅是资本市场的又一个新标的，更标志着中国数据中心行业迈入"资 产证券化"的新阶段。在京津冀算力需求持续爆发的背景下，这只以廊坊A-18数据中心为底层资产的REIT，恰似一座连接重资 产基建与轻资产运营的桥梁，其背后折射的是整个数字新基建领域正在发生的深刻变革。 底层资产的硬核逻辑 稀缺性与稳定性的双重博弈 南方润泽科技REIT的核心价值锚点，在于其持有的A-18数据中心这一优质资产。位于河北廊坊经济开发区的该项目，距 离北京市南六环仅20公里，到大兴机场29公里的直线距离，构成了其独特的"区位护城河"。这种地理优势使其能够满足北京地 区客户对低延迟、高可靠性的严苛需求，成为支撑首都数字经济发展的关键算力底座。 公告显示，A-18数据中心共5897个机柜、42.5MW总功率，自2020年12月份投入运营以来，该项目已实现连续三年100%的 ...

Core Viewpoint - The company aims to enhance its investment value and shareholder returns through effective market value management strategies, focusing on improving company quality and maintaining investor trust [1][2]. Group 1: Objectives and Principles of Market Value Management - The primary goal of market value management is to protect the interests of investors, especially small and medium-sized investors, while promoting the company's operational quality and development [1][2]. - The management principles include compliance with laws, value creation through core business development, maximizing long-term shareholder interests, scientific management based on key factors affecting investment value, and maintaining integrity [2][3]. Group 2: Organizational Structure and Responsibilities - The Board of Directors is the leading body for market value management, responsible for setting long-term investment value goals and ensuring that investor interests are considered in major decisions [2][3]. - A Market Value Management Committee is established to formulate and decide on significant market value management plans, with the Chairman of the Board serving as the committee head [3][4]. Group 3: Main Methods of Market Value Management - The company will focus on its core business and adopt various strategies to enhance operational capabilities and overall quality, including mergers and acquisitions, equity incentives, cash dividends, investor relations management, and share buybacks [5][6]. - Mergers and acquisitions will be utilized to strengthen core competitiveness and expand business coverage, while equity incentives will align the interests of management and employees with long-term company value [5][6]. Group 4: Compliance and Ethical Standards - The company and its stakeholders must adhere to compliance standards, avoiding actions such as insider trading, misleading disclosures, and market manipulation [7]. - There is a strong emphasis on maintaining a healthy market environment and ensuring that all market value management activities are conducted within legal frameworks [7].

国家统计局副局长盛来运答记者问时表示，上半年经济稳中有进的发展态势和成效，为完成全年目标打 下了较好基础。上半年，中国经济顶住压力、稳定增长，保持稳中有进、稳中向好的发展态势，充分展 示了中国经济的抗压能力和强大韧性，这种发展态势会得以保持。 上半年经济平稳向好 对于上半年我国经济走势，北京市社会科学院副研究员王鹏在接受《中国经营报》记者采访时表示，今 年上半年，我国经济平稳向好，结构优化且新动能涌现。消费成拉动经济关键，投资助力产业升级与稳 定，净出口展现韧性。 从上半年消费、投资、出口"三驾马车"来看：消费需求较快增长，二季度最终消费支出对经济增长贡献 率为52.3%，拉动GDP增长2.7个百分点。 中经记者 谭志娟 北京报道 上半年我国经济表现好于市场预期。国家统计局近日发布的数据显示，上半年GDP同比增长5.3%，较 2024年全年加快0.3个百分点，为完成全年预期目标打下了扎实基础。 不仅如此，各地因地制宜发展新质生产力，加大技术创新和产业创新融合发展力度，新产业、新技术、 新业态继续保持较快发展。上半年，高技术产业增加值同比增长9.5%。 受访业界专家认为，上半年面对国际形势急剧变化、外部压力明显 ...

1、习近平同俄罗斯总统普京通电话 重要程度：★★★★★ 8月8日，国家主席习近平应约同俄罗斯总统普京通电话。 普京介绍了俄方对乌克兰危机当前形势的看法和俄美最近接触沟通的情况，表示俄方高度赞赏中方为政治解决危机发挥的建设性作用。习近平阐述了中方 原则立场，指出复杂问题没有简单的解决办法。无论形势如何变化，中方都将坚持一贯立场，坚持劝和促谈。 两国元首积极评价中俄高水平政治互信和战略协作，一致同意共同推动两国关系取得更大发展。双方将通力合作，筹备好上海合作组织天津峰会，办成一 届友好、团结、成果丰硕的峰会，推动上海合作组织实现高质量发展。 2、北京五环外购房不限套数 地产新一轮政策开启？ 重要程度：★★★★ 8月8日晚，北京市住房和城乡建设委员会、北京住房公积金管理中心联合印发《关于进一步优化调整本市房地产相关政策的通知》，自2025年8月9日起施 行。《通知》明确符合条件家庭在北京市五环外不再限制购房套数。 克而瑞地产研究表示，京沪作为"因城施策"的风向标，预期上海进一步取消限制政策空间打开。去年一线城市购房限制性政策松动调整，除广州全域解除 限购外，京沪深三城市依然保留核心区限购，外围区域有条件放开，但今年 ...

Group 1 - The report highlights the issuance of the "Guiding Opinions on Financial Support for New-Type Industrialization" by seven departments, aiming to enhance the synergy between industrial and financial policies to promote new industrialization and high-quality financial services [5][19][21] - The "Basic Rules for Power Market Measurement and Settlement" have been jointly issued by the National Development and Reform Commission and the National Energy Administration, marking the initial establishment of a comprehensive rule system for the power market [5][22][24] - The 2025 World Robot Conference is set to take place in Beijing, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies, including over 100 new product launches [5][27][28] Group 2 - The report indicates that the domestic securities market has shown a mixed performance, with the CSI 1000 index experiencing the highest increase of 2.5% [7][39] - Among the first-level industries, the defense and military industry recorded the largest gain of 5.9% [7][41] - The report notes that the central bank will conduct a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system, indicating a proactive monetary policy stance [5][29][30] Group 3 - Investment recommendations include focusing on new quality productivity, particularly in sectors such as artificial intelligence, innovative pharmaceuticals, robotics, low-altitude economy, deep-sea technology, and controllable nuclear fusion [8][10][52] - There is an emphasis on boosting consumption to expand domestic effective demand, with suggestions to pay attention to new consumption, home appliances, and automobiles [10][52] - The report also highlights the potential for stable returns from high-dividend assets and suggests that gold may see sustained demand as a safe-haven asset amid geopolitical tensions and global economic uncertainties [10][52]

Core Viewpoint - The Harbin area of the Heilongjiang Free Trade Zone is focusing on high-level openness to drive high-quality development, significantly enhancing foreign trade and investment activities, particularly with Russia. Group 1: Economic Growth and Trade - From 2022 to the end of 2024, the Harbin area is expected to add 12,200 new enterprises, with foreign-funded enterprises increasing by 94.9% year-on-year [1] - The average annual growth rate of total import and export volume is 14%, with the average annual growth rate of import and export volume with Russia reaching 74.8% [1] - The actual utilization of foreign capital has increased its share in the province and city from 17.7% and 27.9% to 20.6% and 33.7%, respectively [1] Group 2: Service Platform Development - The establishment of the first comprehensive service center for Russia in the country provides three core services: government services, public services, and specialized services [2] - The center has facilitated 802 new CIPS cross-border RMB transactions, totaling 29.61 billion yuan, with international settlement volume reaching nearly 62.03 billion yuan [2] Group 3: Trade and Logistics Expansion - The Harbin Bonded Logistics Center (Type B) has been approved, and a cross-border e-commerce express supervision center is now operational [3] - The cooperation areas with Russia have expanded to include technology cooperation, logistics, deep processing of agricultural products, and advanced manufacturing [3] - The "Long Trade Pass" foreign trade platform integrates trade, customs, tax refunds, warehousing, insurance, and finance, achieving 100% coverage of railway transport data for 15 countries along the Belt and Road [3] Group 4: Investment Platform Activation - The Harbin area has introduced the Qualified Foreign Limited Partner (QFLP) investment management measures, becoming the first pilot area in Heilongjiang Province [4] - A total of 30 billion yuan has been allocated for an industrial investment mother fund and five guiding funds, with cumulative investments reaching 782 million yuan [4] Group 5: High-Tech Platform Development - The establishment of the China-Russia Industrial Innovation Cooperation Center is underway, promoting various high-tech projects and collaborations [5] - The Harbin Technology Market has been launched, housing 39 professional institutions related to investment, intellectual property, and evaluation [5] Group 6: Logistics Network Construction - The successful operation of the largest national train set and the opening of multiple international transport routes have significantly improved logistics efficiency [6] - Since the establishment of the free trade zone, 1,193 trains have been dispatched, with a 24.7% increase in dispatch frequency and a 77.3% increase in container volume compared to before [6] Group 7: Legal Framework and Support - The establishment of a free trade zone court and a legal service platform aims to provide strong legal support for high-level openness [7] - The introduction of international arbitration rules and the establishment of a Northeast Asia arbitration network in multiple languages facilitate legal processes for enterprises [7]

小伙伴们，今天先来学习，堪称也许是未来一段时间内，最重要的新闻之一，下图，监管定调， "A股的IPO，不会出现大规模扩容的情况" 。 我按顺序，把这个事情，给大家理一下哈。 1、上图当中，增强资本市场的 "包容性" ，这个说法，始于春节期间，村长在《求是》发表的文章，我们2月初的时候，在《 港股真硬啊 》里， 解读过，下图，不展开，感兴趣的，自己去回顾。 2、那么， 什么是"包容性"？ 咱们不说虚的，在我看来，就是两块。第一，如果是一个很牛逼的科技型企业，但是短期内估计没法盈利，指标不 符合要求，那么，A股能否包容它上市？第二，如果是在境外（美股、港股）上市的很牛逼公司，比如互联网巨头，它初期的股权结构设计，导 致它在原有规则下，很难回A股上市，这时候，要不要包容它，包括用曲线救国等形式，推动它回A股上市？ 3、好了，回到监管上述的表态，其并不是认为不需要"增强包容性"了，而是，告诉大家， "增强包容性"≠"IPO的大规模扩容" ，换句话说，"增 强包容性"的结果，是 "IPO的结构性扩容"。 4、那么，IPO的"大规模扩容"，和"结构性扩容"，有什么区别？很简单，大规模扩容，是站在企业和券商的角度出发，我要 ...

江苏神通阀门股份有限公司 市值管理制度 （经第七届董事会第一次会议制定） 第一节 总则 第一条 为加强江苏神通阀门股份有限公司（以下简称"公司"）市值管理工作，切实推 动公司提升投资价值，维护公司及广大投资者合法权益，根据《公司法》 《证券 为基础，为提升公司投资价值和股东回报能力而实施的战略管理行为。 公司董事会应当密切关注市场对公司价值的反映，在市场表现明显偏离公司价 值时，审慎分析研判可能的原因，积极采取措施促进公司投资价值合理反映公 司质量。董事会应当建立健全内部考核机制，确保市值管理工作规范有序开展， 切实维护公司价值和股东权益。 公司董事会在建立董事和高级管理人员的薪酬体系时，薪酬水平应当与市场发 法》《国务院关于加强监管防范风险推动资本市场高质量发展的若干意见》《上 市公司监管指引第 10 号——市值管理》等相关法律、行政法规、规范性文件和 《江苏神通阀门股份有限公司公司章程》（以下简称"《公司章程》"）的有关规 定，并结合公司实际情况，制定本制度。 第二条 本制度所称市值管理，是指以提高公司经营和发展质量（以下简称"公司质量" ） 第三条 公司应当牢固树立回报股东意识，采取措施保护投资者尤其是 ...