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【中国新闻网】“基于液氢技术的氢能产业链展示”亮相第三届链博会创新链专区
Zhong Guo Xin Wen Wang· 2025-07-17 02:10
中国科学院理化所介绍,其参展的基于液氢装备与技术的绿色氢能全产业链,涵盖可再生风光电制 取氢气、氢气液化、液氢储运和氢能再应用。 中国科学院理化所参展第三届链博会展台。中国科学院理化所 供图 中国科学院理化所参展第三届链博会展台。中国科学院理化所 供图 中国科学院理化所参展第三届链博会展台。中国科学院理化所 供图 记者7月16日从中国科学院理化技术研究所(理化所)获悉,在当天于北京开幕的第三届中国国际 供应链促进博览会(简称"链博会")上,该所"基于液氢技术的氢能产业链展示"在链博会先进制造链展 区创新链专区参展亮相。 中国科学院理化所表示,通过此次"基于液氢技术的氢能产业链展示"参展链博会,该所将携手氢能 产业链上下游合作伙伴共同成长,并在"一带一路"生态合作领域积极开拓应用。 据悉,第三届链博会以"链接世界,共创未来"为主题,设置先进制造链、清洁能源链、智能汽车 链、数字科技链、健康生活链、绿色农业链六大链条和供应链服务展区,并首次在先进制造链展区增设 创新链专区。 氢是最难液化的气体之一,曾经被认为是"永久气体",液氢技术与装备将在氢能"制、储、输、 用"最关键的储运环节中发挥重要作用。中国科学院理化所 ...
罕见!国内巨头整体收购创新药企
第一财经· 2025-07-17 01:58
Core Viewpoint - The acquisition of innovative drug company Lixin Pharmaceutical by China National Pharmaceutical Group for up to $951 million marks a new era for Chinese biopharma companies, transitioning from a focus on generic drugs to innovative drug development [1][2]. Group 1: Acquisition Details - China National Pharmaceutical Group's stock surged nearly 6% following the announcement of the acquisition [1]. - This acquisition is seen as a significant move, as it is uncommon for biotech companies to sell themselves entirely, with previous transactions often involving pipeline sales or product collaborations [1][2]. - The deal is viewed as a win-win situation, benefiting both the buyer and the seller, with the potential to stimulate a new wave of innovation in China's pharmaceutical market [2]. Group 2: Industry Trends - Chinese biopharma companies, traditionally focused on generic drug production, are increasingly investing in innovative drug research and development [2]. - Notable companies leading this transformation include Hengrui Medicine, CSPC Pharmaceutical Group, and Kelun Pharmaceutical, which are actively pursuing innovative drug development [2][3]. - Recent collaborations, such as AstraZeneca's partnership with CSPC and Hengrui's licensing agreement with Merck, highlight the growing trend of strategic alliances in the industry [3].
玉米:关注现货
Guo Tai Jun An Qi Huo· 2025-07-17 01:43
期货研究 2025 年 7 月 17 日 玉米:关注现货 尹恺宜 投资咨询从业资格号:Z0019456 yinkaiyi@gtht.com 【基本面跟踪】 玉米基本面数据 | | 东北收购均价 | 元/吨 | 昨日价格 n a | | 价格变动 0 | | | --- | --- | --- | --- | --- | --- | --- | | 重要现货 | 锦州平仓 | 元/吨 | 2,350 | | 0 | | | 价 格 | 华北收购均价 | 元/吨 | n a | | 0 | | | | 广东蛇口 | 元/吨 | 2,430 | | 0 | | | | 山东玉米淀粉价格 元/吨 | | 2,840 | | 0 | | | | | 单 位 | 昨日收盘价 | 日涨跌% | 昨夜夜盘收盘价 | 夜盘涨跌% | | | C2509 | 元/吨 | 2,293 | -0.35 | 2,280 | -0.57 | | | C2511 | 元/吨 | 2,264 | -0.26 | 2,255 | -0.40 | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | 期 货 | C ...
大模型“套壳”争议:自研与借力的边界何在?
Sou Hu Cai Jing· 2025-07-17 01:39
2022年11月,OpenAI基于GPT 3.5推出了ChatGPT,短时间内便吸引了数千万用户,使大型语言模型 (LLM)正式走进公众视野,也将GPT架构推上了主流AI架构的宝座。随着ChatGPT打响大模型时代的 第一枪,各大厂商纷纷涌入这一赛道。由于ChatGPT无法直接接入国内,一些小作坊看到了套壳牟利的 机会,一时间,各种山寨ChatGPT在互联网上泛滥。 这些套壳行为最初往往不涉及任何二次开发,开发者只是简单地对API进行包装并出售。然而,随着监 管的加强,这种低劣的套壳手段很快就被打击。例如,"ChatGPT在线"公众号因涉嫌仿冒ChatGPT被罚 款6万元,成为首例"ChatGPT套壳"行政处罚案例。 尽管如此,套壳行为并未绝迹。在2023年发布的一些模型中,仍时常出现"GPT味"的回复,引发套壳质 疑。例如,讯飞星火大模型曾因涉嫌套壳ChatGPT而引发关注。对此,一些企业解释称,这可能是由于 训练数据中混入了大量ChatGPT生成的内容,导致模型"身份混淆"。另一种可能是,模型研发团队在微 调训练过程中主动使用了通过ChatGPT等OpenAI旗下模型构造的数据集,即所谓的"数据蒸馏"。 ...
海外学子走访绍兴 期待发挥所长
Group 1 - The event "Overseas Returnees' Shao Year, Xing Fire" in Shaoxing attracted over 30 representatives from renowned overseas universities, showcasing the city's historical heritage, industrial development, and innovation ecosystem [1][2] - Shaoxing is recognized as one of the first national historical and cultural cities in China, known for producing many prominent figures such as Wang Xizhi and Lu Xun, highlighting its rich cultural background [1] - Participants expressed a desire to connect overseas academic resources and entrepreneurial projects with local industries and policies in Shaoxing, aiming to contribute to the city's development [1][2] Group 2 - The event included visits to various modern development sites in Shaoxing, such as the Shaoxing City Exhibition Hall and the Tianjin University Zhejiang International Innovation Design and Manufacturing Research Institute, emphasizing the city's modernization efforts [2] - The Director of the Zhejiang Provincial Expert and Overseas Students Service Center highlighted that overseas students possess international perspectives and a sense of national pride, making them essential contributors to Zhejiang's development [2] - The call for overseas students to act as partners in Zhejiang's development reflects the region's commitment to integrating academic knowledge with local industrial growth [2]
税务数据显示深圳新兴产业研发投入增长迅速
国家税务总局深圳市税务局最新统计数据显示,2024年度深圳市新兴产业研发投入增长迅速,在666家 研发费用加计扣除同比增长超100%的企业中,631家为新能源、人工智能、先进制造等新兴产业企业, 加计扣除金额共计128亿元,同比增长236.8%。 统计显示,深圳市去年共有3.3万家企业享受研发费用加计扣除政策,扣除金额3656亿元,直接为企业 减少税收支出914亿元。其中,实体经济特别是制造业占据研发主体地位,研发费用加计扣除金额达 2494亿元,同比增长1.6%,占全部研发费用加计扣除65.7%,是享受研发费用加计扣除政策的主体行 业。头部企业"领头雁"效应明显,研发费用加计扣除金额排名前1000名企业共计扣除金额2486.7亿元, 同比增长2.9%,反映深圳大型企业和头部企业更加注重研发创新。 据了解,2024年深圳国家高新技术企业突破2.5万家,平均每平方公里拥有12家,密度居全国第一;新 增国家级专精特新"小巨人"企业296家、制造业单项冠军企业29家,增量均居全国第一、总数均居全国 第二。 深圳市税务局企业所得税处负责人表示,研发费用加计扣除政策是支持企业科技创新的重要税收政策工 具,可以有效降低企 ...
探索至真至美的数学世界(弘扬科学家精神)
Ren Min Ri Bao· 2025-07-17 00:12
Group 1 - The core viewpoint of the article highlights the journey and contributions of mathematician Xi Nanhua, emphasizing his passion for mathematics and dedication to education [2][5][8] - Xi Nanhua, born in 1963 in Guangdong, faced early academic challenges but persevered to become a prominent mathematician and academic leader [3][4] - He believes that mathematics is a lifelong companion and that the pursuit of mathematical research is a journey filled with both challenges and rewards [2][6] Group 2 - Xi Nanhua has made significant contributions to algebraic groups and quantum groups, proving important conjectures and publishing in top mathematical journals [6][5] - He emphasizes the importance of education and aims to cultivate more mathematical talent in China, actively participating in curriculum development and teaching [7][8] - Xi Nanhua advocates for the enjoyment of mathematics, stating that the focus should be on the interest it generates rather than its immediate utility [8][7]
【私募调研记录】创富兆业调研崧盛股份
Zheng Quan Zhi Xing· 2025-07-17 00:05
1)崧盛股份 (创富兆业参与公司特定对象调研) 调研纪要:崧盛股份在LED驱动电源领域有15年技术沉淀,产品取得全球多国安规认证,具备多种防护 设计和调光功能。储能子公司定位为技术驱动型企业,研发人员占比高,产品设计灵活,具备较强市场 竞争力。储能逆变器产能利用率较高,户用储能系统核心部件陆续出货。公司持续管理"崧盛转债",存 续债券余额约2.94亿元。LED驱动电源产品对美直接出口关税约58%,2024年直接外销金额为1.40亿 元,占整体营业收入比例为16%,其中美国地区直接外销销售占比约1%。 根据市场公开信息及7月16日披露的机构调研信息,知名私募创富兆业近期对1家上市公司进行了调研, 相关名单如下: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 机构简介: 深圳创富兆业金融管理有限公司成立于2013年12月,是经中国基金业协会备案成立的私募基金管理公 司,注册资本一千万元人民币,公司总部位于深圳福田,经营范围包括私募基金管理业务,发起设立基 金和经中国证监会与基金业协会批准的其他业务。创富兆业私深圳创富兆业金融管理有限公司 ...
中国有机液体光刻胶行业深度研究及投资前景调研2025~2031年
Sou Hu Cai Jing· 2025-07-17 00:03
Group 1 - The core viewpoint of the article is the in-depth analysis and investment prospects of the organic liquid photoresist industry in China from 2025 to 2031, highlighting market trends, growth opportunities, and competitive landscape [1][3][4]. Group 2 - The organic liquid photoresist market overview includes definitions, classifications, and the statistical scope of the industry [3][4]. - The market is segmented by product types, including positive and negative photoresists, with growth trends projected for 2021, 2025, and 2031 [4][5]. - Applications of organic liquid photoresists are categorized into semiconductor, LCD, printed circuit boards, and others, with growth trends analyzed [4][5]. Group 3 - The current development status of the organic liquid photoresist industry is analyzed, including overall industry characteristics, influencing factors, and entry barriers [4][5][6]. - Global supply and demand dynamics for organic liquid photoresists are forecasted from 2021 to 2031, detailing production capacity, output, and utilization rates [4][5][6]. - China's supply and demand situation is also examined, with projections for production capacity, output, and market demand [4][5][6]. Group 4 - The competitive landscape of the global organic liquid photoresist market is analyzed, including market share of major manufacturers and sales revenue from 2021 to 2025 [4][5][6]. - The report provides insights into the market share and revenue of key players in the Chinese market, along with their sales prices [4][5][6]. Group 5 - Different product types of organic liquid photoresists are analyzed, with sales and revenue trends projected for both global and Chinese markets from 2021 to 2031 [5][6][7]. - The report also discusses the pricing trends of various product types and applications within the organic liquid photoresist market [5][6][7]. Group 6 - The industry development environment is assessed, focusing on trends, driving factors, and a SWOT analysis of Chinese enterprises in the organic liquid photoresist sector [6][7][8]. - The supply chain analysis covers the industry’s procurement, production, and sales models, along with key raw materials and downstream customers [7][8][9]. Group 7 - The report includes profiles of major global manufacturers of organic liquid photoresists, detailing their production bases, market positions, and recent developments [8][9][10]. - It also provides an analysis of the import and export trends of organic liquid photoresists in China, including major sources and destinations [10][11][12].
险资调研图谱:高股息与科技成长成关注重点
news flash· 2025-07-16 23:47
今年以来,险资密集调研上市公司,为中长期投资蓄力。Wind数据显示,截至7月16日,险资(包括保 险公司和保险资管公司)今年以来合计调研A股上市公司超9800次,涉及超1400家公司,高股息和科技 成长板块是其关注的重点。业内人士表示,在当前市场环境下,险资关注高股息资产以期获取长期稳定 收益,匹配负债端需求。同时,在发展新质生产力的背景下,险资聚焦科技成长板块,以期提升收益弹 性。(中国证券报) ...