Group 1 - The core viewpoint of the news is that Zhengzhou Sanhui Electric has made a strategic investment in Shandong Xiaoli Family Robot, becoming its second-largest shareholder, which marks a significant step in expanding into the artificial intelligence industry and new technology applications [1][2]. - After the investment, Sanhui Electric holds a 35% stake in Xiaoli Family Robot, indicating a strong commitment to diversifying its business [1]. - Xiaoli Family Robot is recognized as a pioneer in the domestic intelligent therapy robot sector, having established a commercial closed-loop in the field, and is noted for its innovative business model that integrates smart platforms, functional carriers, and operational services [1][2]. Group 2 - The recent financing round for Xiaoli Family Robot will focus on the research and development of new intelligent therapy robot products, particularly tailored solutions for refined health management, aiming to better meet market demands and drive the intelligent upgrade of the health industry [2]. - The global market for health and wellness robots is experiencing explosive growth, with projections indicating that the market will reach $4.61 billion by 2024 and exceed $24.55 billion by 2031, reflecting a compound annual growth rate of 27% [2]. - In China, the market is expected to grow from 1.4 billion yuan in 2021 to 6.2 billion yuan by 2026, with a five-year compound growth rate of 32.5% [2]. Group 3 - Sanhui Electric has been focusing on its core business of electric meters and related products while actively seeking new profit growth points, including entering the energy storage sector, which is projected to generate 435 million yuan in revenue in 2024, a year-on-year increase of 349.11% [2]. - The company plans to consolidate its market share in existing business areas while closely monitoring investment and cooperation opportunities in strategic emerging industries [3]. - The strategic investment in Xiaoli Family Robot is expected to enhance Sanhui Electric's profitability and strengthen its market competitiveness and risk resistance in the rapidly growing intelligent therapy robot sector [3].

今年以来，由潮玩IP、国潮黄金、宠物经济、新茶饮引发的新消费投资潮日益火热。尤其是 二季度以来，多家新消费企业股价涨幅超30%，吸引了上百家公募基金、保险资管、外资等 机构投资者多次调研。 新消费企业被密集调研 今年以来，新消费龙头股表现亮眼， 泡泡玛特 、 老铺黄金 、 中宠股份 等股价走势强劲， 多家新消费企业迎来机构投资者的密集调研。 例如，4月中旬以来国际金价高位波动，潮宏基、周大生等被机构广泛关注。二季度以来，潮 宏基被178家机构合计调研3次，其中包括39家公募基金、7家保险公司及保险资管公司，以 及9家外资机构。二季度以来，潮宏基股价涨幅为74.71%，近一年来涨幅达183.42%。 潮宏基 旗下有"CHJ潮宏基""VENTI梵迪"及"FION菲安妮"等品牌，业务收入以黄金、时尚珠 宝和女包为主。2024年，潮宏基加盟门店逆势增长。2025年，潮宏基推进品牌"出海"业务， 在柬埔寨金边永旺商场、西港Umall商场开设门店，为其品牌的国际化战略布局奠定基础。 周大生 吸引了216家机构调研，合计调研14次，其中包括45家公募基金、11家外资机构、 15家保险公司及保险资管公司。6月19日，周大生发 ...

将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨 东四十条资本 硬科技赛道，半导体再获大额融资。 上周，深圳市芯视佳已成功完成约6亿元Pre-A轮融资。本轮融 资由创东方及桉树资本领投，镇江国控、乾成资本等机构跟投。此外，智能汽车第三代E/E架构的 SoC芯片及解决方案商欧冶半导体宣布，已完成亿元人民币B3轮融资。本轮融资由舜宇光学科技旗 下舜宇产业基金战略领投，合肥高投、老股东太极华青佩诚共同参与。 大健康赛道，精准医疗成早期投资热点。 上周，单细胞测序公司小路生物已完成数千万美元天使轮 融资。本轮融资由元生创投、齐济投资领投，元禾控股、高瓴、苏创投、博荃、北京生命科学园、合 肥产投等机构跟投。此外，基因编辑企业杉木 SHANMU宣布完成今年新一轮数千万Pre-A+轮融 资。本轮融资由长江商学院副院长、金融学教授甘洁旗下香港基金 Virtu International、香港科技 大学（HKUST）教授高秉强、北京大学信息科学技术学院教授张海霞的ICANX基金及松禾资本联合 投资。 互联网赛道，算力基建投资升温。 上周，存储计算一体化企业记忆张量近日宣布完成近亿 ...

证券研究报告 | 2025年06月23日 | 晨会纪要 | | --- | | 数据日期:2025-06-20 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3359.89 | 10005.03 | 3846.64 | 11347.74 | 2821.90 | 957.87 | | 涨跌幅度（%） | -0.06 | -0.46 | 0.09 | -0.56 | -0.97 | -0.52 | | 成交金额（亿元） | 4108.73 | 6568.12 | 2135.22 | 2402.88 | 3263.85 | 181.32 | $$\overline{{{\mathbb{M}}}}\cong\pm\overline{{{\mathbb{M}}}}$$ (4) [ (4) 80 $\mu$H$\beta$ ] 宏观与策略 宏观快评:2025 年 5 月财政数据快评-收支两端同时走弱，财政力度指数 回落 宏观周报:高技术制造业宏观周报-国信 ...

台北姑娘吴宜蓁是美亚生物科技集团董事长，在大陆生活了10多年，不仅能讲一口标准的普通话，更从 朋友那儿学会了上海话、东北话等多种方言。 将时针拨回到2006年。彼时在岛内某跨国金融机构工作的吴宜蓁，因为轮岗面临外调，在迪拜与上海之 间，她毫不犹豫地选择了后者。她告诉记者，自己的祖父籍贯是杭州，外公外婆是南京人，从小耳濡目 染地对上海心驰神往。在上海工作几年后，她受聘为另一家跨国金融机构的中国区个人银行副总裁。 2012年，吴宜蓁成立美亚生物科技集团，并把总部设在北京，开启了自己的创业生涯。 一路砥砺前行，如今的美亚集团已成长为一家以自体干细胞及免疫细胞为核心，以大健康产业为蓝图， 致力于前沿生物科技研发与应用的高新技术企业。与此同时，美亚集团旗下北京科学城日化在延续传统 产业优势的基础上，正努力打造以生物科技、植物萃取、绿色环保为基础的自主品牌。"随着文化自信 的增强，国货潮品受到越来越多消费者的青睐。"吴宜蓁介绍，高科技赋能民族品牌，目前美亚集团旗 下北京科学城日化推出了系列新产品。 除了打拼事业，吴宜蓁积极促进两岸经贸交流，担任北京市台企协副会长、北京市台企协昌平台企联谊 会会长等职务。她在公司设立台湾青 ...

Core Viewpoint - The Tian Kai Gaokao Science and Technology Innovation Park in Tunbo is set to become a significant hub for the health industry, focusing on the integration of medical, educational, research, and industrial resources to drive innovation and development in the Beijing-Tianjin-Hebei region [2][3]. Group 1: Policy and Support - The park has introduced a set of 10 policies aimed at optimizing resource sharing, results transformation, and talent introduction, which will accelerate the cultivation of new productive forces in the health industry [2]. - A total of 2 billion yuan innovation industry development fund has been established to support project upgrades, along with 100 million yuan in special funds for technological innovation [2][7]. Group 2: Infrastructure and Ecosystem - The Tian Kai Gaokao Park has developed 93,000 square meters of innovation space and is constructing an additional 82,000 square meters of incubation space to support enterprise growth [4]. - The park aims to create a full lifecycle service system for the transformation of technological innovations by attracting various incubators and financial service channels [4]. Group 3: Collaborative Development - The park will focus on nine national-level innovation platforms in the health sector, collaborating with several universities and research institutions to foster a comprehensive innovation ecosystem [3]. - The park has established a knowledge property service system that covers the entire chain from research and development to evaluation and transformation, identifying 50 high-value patents for further development [6]. Group 4: Investment and Future Plans - The "Tunbo Innovation Industry Development Fund" is led by Huahai Guotou and aims to invest in sectors such as medical testing, medical devices, and rehabilitation within the health industry [7]. - The park plans to leverage its historical opportunities to enhance the innovation capabilities of the health industry over the next five years by integrating medical, educational, research, and industrial resources [7].

当消费行业环境变得愈发内卷和残酷，很多此前因为红利机会进来的创始人快绷不住了，开始躺平或者转战其他领域；而用心干活的人也在煎熬，为什么 看似品牌成长了很多，结果却尽不如人意，该以怎样的心境和格局，面对漫长的周期挑战。 在浪潮新消费看来，面对无法逆转的环境，创业者只有转变心境和强化修行，才能发现黑暗中的一丝光亮，那是在强化定力、内心澄澈后与市场规律新的 共鸣。 但转念和修行的方式千百种，在实际的品牌进化中，优秀企业是如何做好各自选择？当加速度不再，一切回归平淡，品牌往下进击的路径又有哪些？ 在不久前，浪潮新消费联合20多个细分头部品牌创始人组织了一场闭门会，第一个议题便是围绕「消费创业进入深水区，创始人如何进入新的心境和格 局」展开。 这是每个人在经历内心高峰低谷后，一次开诚布公的交流，有的品牌创始人回忆了自己每段事业与命运的搏击，觉醒后认为真正深入行业的人极少，更需 要踏踏实实把事情慢慢做好。 有人历经十几年探索，总结了"人生的九层塔模型"，将商业决策上升到对生命状态的理解，"干不干、赚多少，本质上是自己选择哪一层的活法"。如果在 第三层就感觉到圆满，那也不必强求第五层的风光。 也有品牌创始人认为，我们无法直 ...

Core Viewpoint - The recent land auction in Sanya, Hainan, where four plots totaling 546.55 acres were sold for approximately 4.4 billion yuan, marks a new high for single-day land sales in the region, with Sanya Fangda Health Investment Co., Ltd. acquiring two plots for 2.875 billion yuan, setting a record for private enterprises in Hainan in 2023 [2][3][4]. Group 1: Land Acquisition Details - The two plots acquired by Sanya Fangda Health Investment cover approximately 286,400 square meters (about 430 acres) and require a total investment of 10 billion yuan within five years [3]. - One plot is designated for residential and commercial use, with a total price of 1.31 billion yuan, while the other is a mixed-use plot including residential, hospital, and commercial spaces, priced at 1.565 billion yuan [3][4]. - The residential portion has a floor area ratio of only 1.2, leading to a sale price of approximately 17,000 yuan per square meter [3]. Group 2: Company Background and Strategy - Sanya Fangda Health Investment was established in May 2023 with a registered capital of 3.5 billion yuan, primarily owned by Liaoning Fangda Group [4]. - Liaoning Fangda Group operates across five major sectors, including carbon products, steel, pharmaceuticals, commerce, and aviation, and has multiple listed companies [4][5]. - The acquisition aligns with the company's strategy to leverage Hainan's free trade port policies and the growing health industry, with plans to invest 5 billion yuan in a health city in Haitang Bay [5]. Group 3: Market Trends and Insights - The land market has seen a rise in private enterprises, with 24 private companies among the top 100 land acquirers in the first five months of 2023, representing 16.8% of total acquisition amounts, an increase from the previous year [6][8]. - New entrants in the market are primarily motivated by the desire to seek development opportunities and improve their asset structures, with many focusing on core regions where they have a deeper understanding of market demands [8]. - Despite the increased willingness of private enterprises to acquire land, the sustainability of this trend remains uncertain, as many acquisitions are opportunistic rather than part of a stable development model [8].

站在新起点上，竹叶青酒被汾酒列为重点培育对象。 6月17日，山西汾酒在线上召开2024年度暨2025年第一季度业绩说明会。 财报显示，2025年一季度山西汾酒营业收入165.22亿元，同比增长7.72%，归属于上市公司股东的净利润66.48亿元，同比增长6.15%。对于一季度财报， 山西汾酒董事长袁清茂表示，一季度公司有序推进年度营销规划，保持了稳健的增长。 注意到，2025年是汾酒复兴纲领第二阶段的第一年。 据汾酒2022年披露的"复兴纲领"显示，第二阶段是2025年—2030年，在这一阶段汾酒将进入成果巩固与要素调整期，重点推进全国化2.0、国际化1.0和年 轻化1.0战略，优化"一体两翼"品牌战略，明确青花汾酒系列高端化、竹叶青酒抢占银发市场、杏花村酒全国布局等营销策略。 世界晋商网了解到汾酒高管强调，杏花村酒与竹叶青酒是公司重点培育对象。竹叶青酒正按照"露酒白酒化、功能化、时尚化"三条道路及"悦己、好喝、 低度、文创、国风"五要素进行市场规划。杏花村酒则定位"中国诗酒第一品牌"，加强品牌价值挖掘和新零售渠道建设。 ▍露酒正当红 在大健康产业发展的如火如荼之际，露酒或将成为汾酒抢占市场份额的关键领域。 ...

数量TOP1为消费领域，金额TOP1为制造领域。 其中，企业服务领域共披露2起投融资事件，涉及2家国内企业，0家国外企业，融资总额约0.55亿元。 （更多行业投融资数据可查看：亿欧数据） 据亿欧数据统计，昨日（2025年6月19日）共披露17起投融资事件，涉及11家国内企业，6家国外企业， 融资总额约388.19亿元。 国内企业服务领域共有2家企业获投，融资总额约0.55亿元。 1.安徽优乐曼科技完成2000万人民币A轮融资，投资方为潮信实业资本，该公司总部位于中国安徽省， 是一家中国大健康领域领先的全域营销服务平台； 2.Typedef完成550万美元种子轮融资，投资方为Verissimo Ventures、Pear Ventures、Tokyo Black、 Monochrome Ventures，本轮融资金额在本年度所有种子轮融资中排名前50%。Typedef总部位于中国， 是一家现代AI数据基础设施提供商。 注： 1.企业服务领域指的是亿欧数据行业分类中的企业服务这1个行业。 2.上述融资金额统计，模糊金融及未披露金额已根据一定规则转化成估算数值，并统一换算为人民币。 回顾6月18日企业服务领域投融资 ...