【环球网财经综合报道】周二，英伟达支持的云计算服务提供商CoreWeave股价收于150.48美元，创历史新高，涨幅超25%，自上市以来股价已暴 涨248%，市值从IPO时的230亿美元飙升至720亿美元，发行价从40美元涨至当前水平。 股权结构上，Magnetar Capital、英伟达、OpenAI、富达等主要股东及三位联合创始人合计持有超60%流通股，集中持股或成股价稳定支撑。股价 飙升为CoreWeave带来更多资本运作空间，联合创始人已在IPO中套现5亿美元，短期内抛售压力或减弱。MoffettNathanson分析师认为，高股价使 CoreWeave有机会通过股权融资或并购创造价值。尽管IPO后常规股票出售限制将于今年夏末结束，但鉴于公司强劲财务表现和市场需求，许多分 析师仍对其前景谨慎乐观。（陈十一） 在市场交易方面，自5月15日公布强劲财报后，CoreWeave成为交易平台Public.com上交易量排名前二的股票，散户对其看涨期权押注是看跌期权 的四倍。不过，这场散户狂欢未获华尔街认可，IPO初期华尔街就对其高负债、客户集中度及管理层套现行为质疑不断，投资银行缩小发行规 模，主要将股份分配给 ...

文 | 张冰冰 编辑 | 阿至 2023年8月开始生效的欧盟《新电池法案》规定，生产者要承担废电池回收责任，包括建立回收网络并支付处理费用。2031年底前钴、镍等关键金属的回 收率需达到95%，锂回收率需达80%。而目前国内头部电池回收企业普遍已经实现镍钴金属回收率95%以上，锂综合回收率90%以上。 林晓总结，与新能源汽车、电池等行业产品出口不同，电池回收企业出海本质上是服务出口，从而保障"新三样"的产品出口。 「博萃循环」LFP多组分回收线 36氪获悉，苏州博萃循环科技有限公司（以下简称「博萃循环」）近日宣布B轮融资新增数千万元投资，新增B轮投资方为太平科创基金，此前博萃循环 已完成近亿元B轮领投方的交割，截至目前B轮已累计完成过亿元融资。资金将用于产品研发，以及海外项目合作。 「博萃循环」成立于2019年5月，从预处理、金属提取、分离纯化、材料再生等环节，提供电池关键材料循环利用的全套解决方案。创始人林晓曾经为中 国科学院过程所研究成员，研究方向为关键金属分离和电池材料绿色制造等，并获国家技术发明奖。 目前「博萃循环」已在亚太、欧洲、北美、中东等十余个国家开展业务，为十余家能源领域的世界500强、国内外 ...

Group 1 - The core viewpoint highlights the contradiction between the short-term uncertainty of AI computing power investment and the rapid development of AI large model capabilities, alongside the strong commitment from major players in the industry [1] - NVIDIA has reported impressive performance and guidance despite export restrictions in H20, indicating innovation in the AI industry across multiple dimensions [1] - More countries and regions globally are increasing investments in AI infrastructure, emphasizing the need for synchronized system innovations in computing, storage, and networking to overcome the bottleneck in AI innovation [1] Group 2 - The communication sector may benefit from the ongoing investment and upgrades in computing power, as it is a key theme in AI infrastructure development [1] - The Communication ETF (515880) tracks the communication equipment index (931160), which includes A-share listed companies in communication equipment manufacturing and related services, reflecting the performance of core enterprises in the communication technology industry [1] - Investors without stock accounts can consider the Guotai CSI All-Share Communication Equipment ETF Connect A (007817) and Connect C (007818) for exposure to this sector [1]

Group 1 - The first pumped storage power station in Guangxi, Nanning Pumped Storage Power Station, has successfully commenced operation, establishing a stable energy transmission channel for clean energy storage and delivery, expected to store and transmit approximately 1.51 billion kilowatt-hours of clean energy annually [1] - The project faced challenges such as complex geographical crossings and tight schedules, leading to the innovative use of "smart machinery + drones" for construction, significantly enhancing line construction efficiency [1] - In 2023, the Southern Power Grid Guangxi Electric Power Company plans to invest over 14.5 billion yuan in grid construction, continuing the construction of more than 300 key transmission and transformation projects above 110 kV, with a total line length exceeding 5,500 kilometers, marking a new high in the "14th Five-Year Plan" [1] Group 2 - The construction of the 220 kV external power supply project for the railway traction station from Chongzuo to Pingxiang is progressing, with the project utilizing drones and collaborative machinery to improve construction efficiency by 30%, currently reaching 61% completion [2] - The Nanning pumped storage power station is a key project under the national "14th Five-Year Plan," with a total investment exceeding 8 billion yuan and an installed capacity of 1.2 million kilowatts, scheduled for completion by the end of this year [2] - Currently, there are eight pumped storage projects under construction in Guangxi, with a total scale of 10 million kilowatts, and the use of advanced technologies has significantly improved construction efficiency and reduced risks [3]

导读： 全球首套医用电子仪器全自动测试系统在深圳研发成功并通过验收，填补了国际医疗器械多参数病人监护仪自动化测试领域的 空白。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 近日，在市场监管总局主责的国家重点研发计划"国家质量基础设施体系"重点专项的支持下，由广东省深圳市计量质 量检测研究院牵头研发的全球首套医用电子仪器全自动测试系统顺利通过验收。 市场监管总局相关负责人表示，这是市场监管总局通过大力支持NQI(即"国家质量基础设施体系" )技术攻关、统筹推进 我国医疗电子仪器产业科技创新与产业创新深度融合的实践成果，对提升我国医疗仪器产业质量、提高国际竞争力具有 重要现实意义。 该系统深度融合NQI技术，集成3 2种检测装置、5 6 8项测试指标及9 5项测试项目，覆盖2 0种计量参数、6 0种标准测试 方法和2 5种非标方法，并整合1 5项国际标准、1 0项国家标准及2 0项企业标准等全链条技术规范。通过自主研发的工业 互联网平台，将1 6 0个软件测试包与企业内部5大数据链无缝对接，实现测试流程的数字化、自动化、智能化，确保测 试结 ...

Group 1 - The software industry in China showed a positive performance in the first four months of 2025, with software business revenue reaching 42,582 billion yuan, a year-on-year increase of 10.8%, and total profit of 5,075 billion yuan, up 14.2% year-on-year [1] - The Ministry of Industry and Information Technology (MIIT) plans to accelerate the development of open-source infrastructure, particularly in foundational and industrial software, as 97% of global developers and 99% of enterprises are using open-source software [1] - A large-scale equipment update project in the manufacturing sector is expected to stimulate a market exceeding 50 trillion yuan, promoting technological upgrades in traditional industries [1] Group 2 - Industrial software is becoming a core tool for optimizing manufacturing management processes and changing production models as China transitions to smart manufacturing [2] - By 2027, MIIT aims to update approximately 2 million sets of industrial software and 800,000 operating systems across key industries such as petroleum, chemicals, and aviation [2] - The industrial software market in China reached 282.4 billion yuan in 2023, with a five-year compound annual growth rate of 13.8%, and is projected to grow to 333.2 billion yuan in 2024, reflecting an 18.0% year-on-year increase [2] - The National Development and Reform Commission has included industrial software upgrades in the "Two New" policy support scope, indicating expanded policy support to encourage enterprise investment [2] - Upgrading industrial software can directly enhance enterprise efficiency, reduce operational costs, and strengthen competitiveness, although there are still shortcomings in supporting the digital transformation of manufacturing [2] - The software ETF (515230) tracks the software index (H30202), which reflects the overall performance of listed companies in the software industry, characterized by significant growth and technological innovation [2]

城市的核心是人，城市更新不能搞"面子工程"和"形象工程"，而是要建起能够惠及民生的更多"里子"工 程。因此，在提出建设好房子、好小区、好社区、好城区"四好"愿景的基础上，《意见》提出要建设安 全健康、设施完善、管理有序的完整社区，构建城市一刻钟便民生活圈，同时开展社区嵌入式服务设施 建设。 中共中央办公厅、国务院办公厅日前发布了《关于持续推进城市更新行动的意见》（以下简称《意 见》），提出到2030年，城市更新体制机制不断完善，城市开发建设方式转型初见成效，安全发展基础 更加牢固，服务效能不断提高，人居环境明显改善，经济业态更加丰富，文化遗产有效保护，风貌特色 更加彰显，城市成为人民群众高品质生活的空间，在此基础上《意见》完整而清晰地描绘出了我国城市 更新的"路线图"。 城市更新项目往往需要巨量真金白银，且运转周期长，因此，在目前已有25个城市设立了城市更新基金 的基础上，《意见》一方面提出加大中央预算内投资等支持力度，通过超长期特别国债对符合条件的项 目给予支持，并在债务风险可控前提下，通过发行地方政府专项债券对符合条件的城市更新项目予以支 持；另一方面，《意见》鼓励完善市场化投融资模式，吸引社会资本参与城 ...

Group 1: Huawei's New AI Model - Huawei has launched a new model called Pangu Ultra MoE with a parameter scale of 718 billion, marking a significant advancement in the MoE (Mixture of Experts) training field [1] - The model has been trained on the Ascend AI computing platform, showcasing Huawei's capabilities in large-scale MoE training performance [1] - This development demonstrates the further validation of domestic AI infrastructure's independent innovation capabilities in China [1] Group 2: Guangdong's Box Office Performance - As of June 1, 2025, the national box office for the Dragon Boat Festival period has exceeded 300 million yuan, with over 7.61 million viewers, showing an increase compared to the previous year [2] - Guangdong has maintained its position as the "first ticket warehouse" in the country, with a box office exceeding 45 million yuan during this period [2] - The strong consumer willingness and high spending power in Guangdong contribute to its status as one of China's largest movie consumption markets [2] Group 3: Guangdong-Hong Kong-Macao Greater Bay Area Auto Show - The "2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show" is being held from May 31 to June 8, with an exhibition area of over 260,000 square meters [3] - The expected transaction volume for the first three days of the auto show is 4 billion yuan, representing a growth of 27.84% compared to the previous event [3] - The auto show provides a platform for residents to understand and purchase vehicles, stimulating consumer demand in the region [3] Group 4: Hong Kong Retail Sector Performance - In April, Hong Kong's retail sales value was estimated at 28.9 billion HKD, reflecting a year-on-year decline of 2.3% [4] - The total sales volume, after adjusting for price changes, also saw a decline of 3.3% year-on-year [4] - Online sales accounted for 8.1% of the total retail sales value, indicating a growing trend in e-commerce [4] Group 5: Shenzhen Stock Market Performance - On May 30, the Shenzhen Component Index closed at 10,040.63 points, down by 0.85% [5] Group 6: Stock Performance Highlights - Hopu Co., Ltd. saw a significant increase in stock price, rising by 19.99% to 45.56 yuan [6] - Ruizi Pharmaceutical also experienced a notable rise of 19.98%, with a stock price of 10.27 yuan [6] - Conversely, Jiusheng Shunqi faced a decline of 16.81%, with a stock price of 22.62 yuan [6]

近日有消息传出，长鑫存储拟停产DDR4转而全力投入DDR5及HBM。 据最新报道， 国产存储器大厂长鑫存储计划针对服务器及PC应用的DDR4发布产品结束（EOL）通 知，预计最晚在2026年上半年正式停止供货，转而全力投入DDR5及高带宽内存（HBM）领域。 EOL通知预计在第3季发布， 但下游企业反映，目前市场上长鑫DDR4产品已近乎断供。 报道指出，未来长鑫存储将不再开发标准DDR4产品，仅保留部分产线为兆易创新代工生产，以保障消 费市场的DDR4产品供应。 除了DDR5之外，长鑫存储据传还在开发一种高端的HBM解决方案，这很可能指的是HBM3。 对于长鑫存储这一转变， DIGITIMES引述业内人士说法称，这一突然转变是政策驱动的，因为政府方 面敦促主要芯片制造商加快与国家目标接轨，特别是在人工智能和云端基础设施方面。 事实上，国际厂商三星、美光科技、SK海力士去年开始进一步缩减DDR4产品的比重。 而三星已经推动DDR4的减产，并将部分产能转移到DDR5和LPDDR5等先进产品上。 在去年底，长鑫存储就开始低调量产并出货DDR5颗粒，同时正在开发下一代15nm制程工艺，目标是 在今年内完成开发，并在明 ...

Group 1: Report Summary - Report industry: Real estate services [2] - Report research company: Electronic City [16] - Research date: May 30, 2025 [1][16] - Company representatives: Vice Chairman and President Zhang Yuwei, Vice President and Board Secretary Zhang Yi, Financial Controller Zhu Weirong, Independent Director Song Jianbo [16] Group 2: Core Views - The company is transforming from heavy - asset development to light - asset operation, focusing on technology service strategic transformation [24][25][26] - In 2024, the company's new technology service revenue was 916 million yuan, accounting for 43.4% of the operating income, and the company will continue to promote the transformation [24] - The company's infrastructure public offering REITs application materials were officially accepted on May 20, 2025, which is expected to raise 1 - 1.5 billion yuan, helping to revitalize assets and innovate financing methods [25] Group 3: Summary by Directory 01. Research Basic Situation - Research object: Electronic City, belonging to the real estate service industry, with a reception time of May 30, 2025 [16] 02. Detailed Research Institutions - The reception object is investors participating in the company's online 2024 annual and Q1 2025 performance briefing [19] 03. Research Institution Proportion - No relevant content provided 04. Main Content Data - In 2024, the company's operating income was 2.112 billion yuan, and the net profit attributable to shareholders of the listed company was - 1.58 billion yuan [23] - The company broadened financing channels by carrying out infrastructure public offering REITs issuance and application work and issuing 2.05 billion yuan of ultra - short - term financing bills in five installments in 2024 [23] - New technology service revenue in 2024 mainly includes rent, property fees from park operation services, income from entrepreneurship incubation and enterprise growth acceleration services, and information service income [23] - Regarding the large - scale reduction of shares by major shareholders who participated in the private placement in 2016, it is a normal capital market transaction behavior based on their own asset allocation and capital needs [24] - The company did not participate in Yandong Micro's 4 - billion - yuan private placement project [24] - The company's infrastructure public offering REITs application materials were officially accepted on May 20, 2025, with an estimated fundraising scale of 1 - 1.5 billion yuan, which is beneficial for revitalizing assets and innovating financing methods [25] - The company plans to transform to a light - asset model. For projects outside Beijing, it focuses on full - scale sales to accelerate capital recovery, while for projects in Beijing, it tends to hold and operate in the long - term [26] - In 2025, the company will promote multiple tasks, including deepening technology service transformation, building three major business platforms, optimizing the market - oriented management system, and strengthening refined fund management [26]