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粤开市场日报-20250714
Yuekai Securities· 2025-07-14 09:11
Market Overview - The core viewpoint of the report indicates that the A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.27% to close at 3519.65 points, while the Shenzhen Component Index fell by 0.11% to 10684.52 points, and the ChiNext Index decreased by 0.45% to 2197.07 points [1][10] - Overall, a total of 3178 stocks rose, while 2062 stocks fell, and 175 stocks remained unchanged, indicating a generally positive sentiment in the market despite some declines in major indices [1][10] Industry Performance - Among the Shenwan first-level industries, the mechanical equipment, comprehensive, public utilities, home appliances, and petroleum and petrochemical sectors led the gains, with increases of 1.23%, 1.04%, 1.04%, 1.02%, and 0.86% respectively [1][10] - Conversely, the real estate, media, non-bank financials, commercial retail, and computer industries experienced declines, with decreases of 1.29%, 1.24%, 1.03%, 0.94%, and 0.88% respectively [1][10] Sector Highlights - The top-performing concept sectors today included first boards, lithium mining, board hitting, vitamins, innovative drugs, charging piles, gold and jewelry, ultra-high voltage, paper making, pre-increase, consecutive boards, CRO, auto parts, masks, and animal vaccines [2][12] - The sectors that faced the most significant declines included stock trading software, marketing communication, and financial technology [2][12]
空间太阳能电站创新技术与应用专题论坛在京举行
Huan Qiu Wang Zi Xun· 2025-07-14 08:37
Core Insights - The forum on space solar power stations was held in Beijing, focusing on key innovative technologies and applications in the field [1] - Experts from various disciplines discussed technological routes, new production capabilities, and innovative models to promote collaboration among researchers and support national industrial upgrades [1] Group 1: Key Presentations - Li Ming presented on the technological innovations and applications of space solar power stations, outlining China's preliminary plans and key technological achievements [3] - Huang Kama discussed significant advancements in microwave wireless energy transmission technology and its applications, including multi-target microwave charging solutions [3] - Ding Jianning provided an overview of the current status and future trends of photovoltaic technology, highlighting breakthroughs in new battery technologies and flexible components [3] - Liu Rongqiang summarized the composition and deployment principles of large space structures, discussing future development trends in construction technology [3] - Liu Zhigang addressed the demand for ultra-high power and high-voltage space power systems, presenting key technologies and research outcomes in this area [3] Group 2: High-Level Paper Discussions - Young scholars presented on topics such as optimization of microwave energy transmission systems, dynamics of large space structures, and efficient solar cells for space applications [4]
2025世界非遗传承人大会外交官盛典暨非遗传承人艺术节启动仪式新闻发布会在京举行
Xiao Fei Ri Bao Wang· 2025-07-14 06:48
Group 1 - The conference aims to promote the excellent traditional culture of the Chinese nation and facilitate international exchange and inheritance of intangible cultural heritage, themed "Colorful China, Intangible Heritage Integration" [3] - The event will showcase the essence of intangible cultural heritage from 56 ethnic groups, reflecting the rich and diverse cultural system of the Chinese nation [4] - The conference is organized by authoritative institutions, including the United Nations Department of Economic and Social Affairs, and supported by numerous media outlets [6] Group 2 - The launch ceremony features various artistic performances, including sand painting, speeches, ethnic song and dance, and a bonfire party, highlighting the depth and modern innovation of traditional Chinese culture [8] - The event will invite 100 diplomats and international friends, utilizing the natural landscape of the World Park to enhance interactive experiences and educational functions through VR/AR technology [12] - The conference serves as a platform for promoting ethnic unity and enhancing cultural confidence, showcasing the essence of Chinese civilization [15]
红色足迹映初心,健步同行传大爱 ——国华人寿开展2025年“7.8保险公众宣传日”健步走活动
Cai Jing Wang· 2025-07-14 06:47
Group 1 - The core idea of the news is that Guohua Life actively participated in the "7.8 Insurance Publicity Day" event, promoting financial insurance knowledge while encouraging a healthy lifestyle through a walking event [1][2][11] - The walking event, themed "Love and Responsibility: Insurance Makes Life Better," involved over 100 employees from the headquarters and highlighted the connection between history and the future along a 3-kilometer riverside path [2] - Various branches of Guohua Life also organized similar walking activities, creating a collaborative atmosphere across the company [3][5][9] Group 2 - The Sichuan branch engaged employees in a themed activity that combined walking with the dissemination of financial knowledge to the public [3] - The Henan branch showcased team cohesion and vitality by educating citizens on party history and insurance protection during their walking event [5] - The Qingdao branch participated in a health run, promoting the insurance concept of love and responsibility to fellow runners [7] Group 3 - The Chongqing branch integrated "Red Education + Financial Science Popularization" to enhance public understanding of the insurance industry [9] - The overall initiative aimed to spread financial insurance knowledge and provide warmth and hope to those in need, reflecting the company's social responsibility [11] - Guohua Life is committed to enhancing consumer awareness of financial knowledge and actively participating in social welfare activities [11]
“王二小牺牲时,和我们差不多大”
Ren Min Wang· 2025-07-14 06:40
Core Viewpoint - The article highlights the significance of Wang Erxiao Hope Primary School as a red education practice base, commemorating the heroism of Wang Erxiao, a young martyr who sacrificed his life during the Anti-Japanese War at the age of 13 [2][5]. Group 1: Historical Context - Wang Erxiao was born into a poor farming family in the Taihang Mountains and became aware of the anti-Japanese cause through the influence of soldiers and guerrilla fighters, eventually joining a children's group [5]. - The school serves as a memorial to Wang Erxiao, featuring a statue and an exhibition room that showcases historical artifacts from the Anti-Japanese War, including clothing and tools used by civilians and soldiers [2][3]. Group 2: Educational Impact - Students from the local primary school visit the Wang Erxiao Hope Primary School to learn about the hero's story, fostering a sense of bravery and responsibility among them [4]. - The visit includes an emotional recounting of Wang Erxiao's sacrifice, which resonates with the students, inspiring them to honor his legacy through their studies and future contributions to their hometown [4][5].
《人工智能时代的国际传播现状与案例》征稿启事
Huan Qiu Wang Zi Xun· 2025-07-14 05:47
来源:环球网 为探究智能技术对国际传播实践产生的深刻变革,系统性梳理智能技术在国际传播工作中的应用,环球 网—北师大智能国际传播课题组计划于2025—2026年公开出版《人工智能时代的国际传播现状与案例》 (暂定名),现于7月14日面向全社会公开征集相关案例。入选案例经专业编辑整理后将正式出版。 环球网—北师大智能国际传播课题组由环球网联合北京师范大学新闻传播学院共同组建,致力于深入探 究智能化技术对国际传播实践的深刻变革,加快构建更具效力、影响力广泛的国际传播体系,切实加强 国际传播核心能力建设。 出版物简介: 《人工智能时代的国际传播现状与案例》(暂定名)计划由课题组独立研究报告与精选行业创新应用案 例两大板块构成。本书系统梳理当前实践成果,提炼具有前瞻性的工作方法,旨在为国际传播从业者构 建可复制的创新范式,计划于2025—2026年出版。 征稿对象: 我们诚挚邀请全国各类政企、高校、商业团体、民间组织及个人投稿智能技术在国际传播中的应用案 例,助力案例集编撰。 征稿时间: 即日起——2025年8月31日 入选案例将: 1. 在正式出版物中标注案例主体名称 2. 获赠出版案例集 3. 有机会受邀参与新书 ...
一鸣食品子公司获注资,以科技攻坚乳业种源核心难题
Mei Ri Jing Ji Xin Wen· 2025-07-14 05:39
Core Insights - Yiming Foods is committed to enhancing agricultural quality and efficiency through scientific research, focusing on dairy cattle genetic improvement and addressing key technical constraints in the dairy industry [1][2][3] - The company plans to increase the registered capital of its subsidiary, Zhejiang Zhongxing Animal Husbandry Technology Co., Ltd., from 30 million to 150 million yuan, with the introduction of the Zhejiang Rural Revitalization Investment Fund as a new shareholder [1][2] - The establishment of a key laboratory for dairy cattle genetic improvement and milk quality research aims to address the challenges faced in southern China's dairy breeding sector, particularly in adapting imported breeds to local conditions [3][8] Investment and Growth Strategy - The introduction of the Rural Revitalization Fund will provide significant resources for Zhongxing Technology to explore critical agricultural fields, particularly in dairy cattle breeding [1][2] - Yiming Foods has previously imported high-quality dairy cattle from Australia to establish a foundational breeding population, but faces challenges in adapting these breeds to the southern climate [2][3] - The company aims to develop a new breed of dairy cattle that can thrive in high-temperature and high-humidity environments, moving from reliance on imported breeds to self-innovation [3][8] Technological Advancements - The key laboratory established in collaboration with Zhejiang University and local government aims to innovate in dairy cattle breeding, focusing on traits such as heat tolerance, high reproduction rates, and longevity [3][8] - Yiming Foods has made significant progress in embryo production technology, increasing the usable embryo rate and achieving high success rates in embryo transfer [7][8] - The company is also investing in developing proprietary probiotic strains to reduce reliance on imported strains, enhancing product differentiation and innovation in the yogurt segment [11][12] Industry Positioning - The establishment of the laboratory and the focus on local breed development align with national industrial strategies, aiming to enhance the competitiveness of the southern dairy industry [8][11] - Yiming Foods is building a high-quality core breeding group to support the development of dairy cattle suited for southern China, with a target average milk yield of 13 tons per cow and a lifespan exceeding five lactations [8][11] - The company’s long-term research investments are beginning to yield results, positioning it to transition from a follower to a leader in the domestic dairy breeding industry [11][14]
华人学者一作兼通讯Cell论文:将光遗传学用于药物发现
生物世界· 2025-07-14 04:00
撰文丨王聪 编辑丨王多鱼 排版丨水成文 整合应激反应 ( Integrated Stress Response, ISR) 是一种保守的应激反应,可维持真核细胞的内环境稳定。调节整合刺激反应 (ISR) 对包括病毒感染、癌 症和神经退行性疾病在内的多种疾病具有治疗潜力,但目前鲜有已知化合物能够在无毒副作用的情况下实现这一调节。 2025 年 7 月 11 日,Broad 研究所 James Collins 教授 、 Integrated Biosciences 公司 的 Felix Wong 、 Maxwell Wilson 等人在国际顶尖学术期刊 Cell 上 发表了题为: Optogenetics-enabled discovery of integrated stress response modulators 的研究论文 【1】 。 该研究将 光遗传学 技术用于 药物发现 ,开发了一个用于发现能够选择性调节 整合刺激反应 (ISR) 的化合物的光遗传学平台,筛选出了能够选择性消除在各种 应激压力条件下具有高 ISR 的细胞的化合物,这些化合物在体外和小鼠体内均表现出 广谱抗病毒活性 。 Felix W ...
新股速递| 歌尔微,聚焦智能传感器,果链依赖未愈,弃A转港
贝塔投资智库· 2025-07-14 03:59
点击蓝字,关注我们 歌尔微电子,成立于2017年10月,是歌尔股份体系内唯一从事MEMS(微机电系统)器件及微系统模 组研发、生产与销售的企业,专注于微电子和半导体领域。其全资母公司歌尔股份是一家专注于光 学、微显示、智能穿戴、VR/AR等领域的A股上市公司,现市值790亿元。 自成立以来,公司获得了青岛微电子(地方国资)、中信建投、中金资本、基石资本、建银国际、招 商资本、巨峰科创等机构的投资。 2025年1月20日递表港交所,联席保荐人:中金、中信建投、招银国际、UBS。此次赴港上市,一方 面,希望借助资本市场的力量,加大研发投入,提升技术创新能力,特别是在芯片研发方面,减少对 外部采购的依赖。另一方面,希望拓展市场份额,加强与国内外客户的合作。 产品矩阵:全栈平台能力 截至2024年9月底,公司累计服务了全球113家直销客户,覆盖全球前九大手机厂商(以2023年出货量 计)和汽车电子、智能家居、工业应用和医疗等领域领先厂商。 公司主要营收来自以下三种产品: (i) 传感器 (24年前三季度占比77%),提供声学传感器、压力传感器及惯性传感器。以23年销售额 计,公司是全球第四大传感器提供商和全球第一大声 ...
AI赋能中医传承创新,脉景打造黄煌经方“千院千面”定制化智慧医疗新模式
7月5日,在上海市卫健委、市中医药管理局领导,杨浦区卫健系统领导,杨浦区中医院领导班子及骨干 成员,南京中医药大学国际经方学院院长黄煌教授及多地黄煌经方工作室成员单位代表共同见证下,黄 煌经方上海市杨浦区中医医院工作室揭牌仪式圆满举行。本次活动不仅标志着一位名中医的学术思想在 杨浦落地生根,更象征着中医药传承创新模式的一次重要升级。 黄煌教授研发团队核心成员黄楚博博士介绍:"区别于传统模糊匹配,我们解构《伤寒论》及'方证对 应'思维,融合DeepSeek等算法,将经验转化为10000+条可计算规则。"这使得系统高质量处方推荐率高 达95%。 脉景在实践中淬炼的方法论,为破解名老中医经验传承难题提供了系统方案。 深度知识结构化:通过"专家复核+机器学习"攻克医案方言、剂量模糊难题; 辨证逻辑规则化:将名医思维拆解为覆盖症状、体质、禁忌等多维度的可执行临床规则; 西部首发:AI让名医经验普惠基层 当上海正在描绘黄煌经方传承蓝图时,千里之外的四川省大竹县中医院,一场由科技赋能的中医传承实 践早已悄然开花结果。今年4月,该院作为西南地区首个部署"黄煌经方AI辅助诊疗系统"的医疗机构, 已在16个门诊诊室实现全覆盖。这 ...