6月25日，在辽宁盘锦举行的第十三届亚洲炼油和化工科技大会生物基分论坛上，记者了解到，近年 来，生物基产业在政策与需求的双重驱动下快速发展，将向原料非粮化、产业规模化、应用场景多元化 的全产业链协同方向升级。未来，生物制造可从六大方向实现高质量发展。 持续替代化石原料 生物基产品具有原料可再生、生产碳排少、能源节约等优势，有望持续替代化石原料。许多跨国化企布 局了生物基材料领域。巴斯夫(中国)有限公司高级经理邹源指出，巴斯夫将生物基材料视为碳管理战略 的重要组成部分，2023年，其可持续发展销售额占比达41%，目标是到2030年提升至50%以上。 我国高度重视生物基产业的发展，将其作为战略性新兴产业和实现"双碳"目标的重要支撑。2024年12 月，工信部等4部门联合印发的《标准提升引领原材料工业优化升级行动方案(2025—2027年》，明确将 生物基新材料列为"关键战略材料"。中国石油和化学工业联合会党委常委、副秘书长庞广廉表示："从 政策层面看，生物基、生物制造已被提升到前所未有的高度。" 当前，我国生物基材料生产工艺水平不断提升、产品种类更加丰富，产业化关键技术取得创新突破，在 塑料制品、纺织纤维、涂料等 ...

7月11日，港股科技指数上涨1%，恒生港股通中国科技指数走强。 港股科技30ETF（513160）紧密跟踪恒生港股通中国科技指数，该指数跟踪可经港股通买卖，从事科技 业务并于香港上市的内地公司之表现。 相关ETF方面，截至发稿，港股科技30ETF（513160）涨超1%，成交额超1.2亿元，换手率超9%，交投 活跃。成分股方面，商汤-W涨4%，中旭未来、阿里巴巴-W、中国软件国际、华虹半导体等多股涨幅居 前。 资金流向方面，港股科技30ETF（513160）近5日有3日获资金净流入，累计"吸金"超1.4亿元。 消息面上，据证券时报，港股融资持续火热，"科技+消费"成为主力。今年，港股融资市场极为火热。 Wind数据显示，今年以来，港股市场股权融资规模已逼近3000亿港元，达到2879.82亿港元，同比大增 350.56%。总体来看，今年港股市场无论是IPO还是再融资规模都呈爆发式增长，尤其是IPO表现更为抢 眼。港股上半年共完成42宗IPO，合计集资额超过1070亿港元，较去年全年多约22%，暂列全球第一。 在今年以来的港股股权融资中，"科技+消费"双轮驱动的特征极为明显。其中，新兴消费和服务型消费 涵盖潮玩 ...

据国资委网站消息，7月8日，由国务院国资委举办的中央企业基础软件及工业软件领域人才特训班开 班。国务院国资委党委委员、副主任谭作钧出席开班式并讲话。 谭作钧强调，要深入学习贯彻习近平总书记关于基础软件和工业软件发展的重要指示批示精神，贯彻落 实党中央、国务院决策部署，牢牢把握发展基础软件及工业软件对实施制造强国战略的重要意义，着力 提升企业负责人对企业发展定位的把握、软件发展规律的认识、前沿技术的掌握和产业安全风险的把 控，着力提升青年科技领军人才的系统思维能力、底层架构能力、跨域创新能力和生态构建能力，解决 好数据互信问题和软件开发"接地气"问题。要加强组织管理，抓好课堂授课、外出调研、实践演练等各 环节工作，做好培训效果评估，促进学有所获、学有所成。 ...

Core Viewpoint - The company, Yilian, has launched a fully domestic "SSD M.2 Automation Solution" that significantly enhances manufacturing efficiency, product consistency, and cost-effectiveness in the SSD production process, addressing key pain points in consumer-grade solid-state drive (CSSD) manufacturing [1][2][12]. Group 1: Manufacturing Efficiency - The SSD M.2 Automation Solution achieves a single line UPH (Units Per Hour) of over 480 PCS/H, which is a 50% improvement compared to manual operations [1][7]. - The automation system supports multiple specifications of M.2 SSDs and operates in flexible modes, enhancing production adaptability [4][12]. - The solution has led to a near 100 PPM reduction in product defect rates through comprehensive traceability management [7][12]. Group 2: Cost Reduction - The automation solution reduces labor costs by saving 2 personnel per machine daily, thereby lowering the overall manufacturing cost of SSDs [7][12]. - The system's ability to replace manual labor stabilizes production and reduces training and labor fluctuations, contributing to a continuous decrease in total cost of ownership (TCO) for consumer-grade products [8][12]. Group 3: Quality Improvement - The automated production line has achieved a small batch order pass rate of 99.80%, with first-time pass rates for FT/BI at 98.43% and 99.57% respectively, showcasing significant quality enhancements over manual processes [8][9]. - The integration of a digital brain through the TianGong platform ensures real-time data collection and analysis, facilitating dynamic optimization of testing results [9][12]. Group 4: Industry Impact - Yilian's automation solution addresses the growing demand for high-performance and consistent manufacturing systems in the SSD market, driven by the rise of AI applications [12][13]. - The implementation of this solution has garnered positive feedback from major clients, highlighting its role in accelerating the scale of domestic high-end storage production and breaking traditional manufacturing efficiency bottlenecks [12][13].

Group 1: Manufacturing Sector Trends - The manufacturing sector in China is showing positive signs, with the June PMI at 49.7%, a 0.2 percentage point increase, indicating a recovery in both production and new orders [1] - The manufacturing demand for steel is expected to increase as more policies are implemented to stabilize and boost the economy, including the issuance of special bonds and urban renewal projects [1] Group 2: Monetary Policy and Global Economic Conditions - There is a widespread optimism regarding the Federal Reserve's potential interest rate cuts, with expectations of three rate cuts in the second half of the year, which could enhance global liquidity and improve steel export conditions for China [2] - The depreciation of the US dollar is significant, with the dollar index dropping below 96.50, raising concerns about the dollar's future and potentially leading to increased demand for steel in developing countries [3] Group 3: Trade Relations and Real Estate Market - The trade relationship between China and the US is expected to improve, reducing the intensity of the tariff war, which could positively impact China's steel market [4] - The real estate sector is showing signs of recovery, with policies aimed at stabilizing the market and increasing housing sales, which will likely boost steel demand [5]

证券代码：300067 证券简称：安诺其 实现平台化运营，为客户在人工智能、GPU渲染等方面提供算力支撑服务。 主要客户为科技型企业、研发机构、高等院校及具有创新能力的个人用户等。 公司暂时不考虑自建IDC，算力租赁业务以轻资产运营为主。 2.公司算力平台目前主要有哪些GPU型号？算力租用模式？ 答：公司GPU型号有A100、H100、RTX4090等。目前算力租用为按时间计 费模式，客户可自由选择小时租、日租、月租等方式。 3.公司算力租赁业务经营模式和同行业其他公司的区别？ 答：算力租赁业务主要采用平台化、市场化的运营模式，公司智星云平 台稳定运营5年，形成了一定的品牌效应，我们有着丰富的用户群体，而不 局限于某个类别的用户，单一客户潜在违约风险小，另外公司会根据平台客 户使用算力情况，适时调配底层算力池资源，为客户提供更优质的算力服务。 答：子公司东营安诺其为分散染料生产基地；烟台安诺其为染料中间体、 活性染料、数码墨水生产基地；山东安诺其为高档差别化分散染料生产基地。 公司将不断加强精细化工领域差别化、规模化发展，原料一体化进一步夯实， 生产基地进行装备智能化、自动化、连续化升级，从"传统制造"迈向" ...

今 年 ， 港 股 融 资 市 场 极 为 火 热 。 Wind 数 据 显 示 ， 今 年 以 来 ， 港 股 市 场 股 权 融 资 规 模 已 逼 近 3000 亿 港 元 ， 达 到 2879.82 亿 港 元 ， 同 比 大 增 350.56%。 总体来看，今年港股市场无论是IPO还是再融资规模都呈爆发式增长，尤其是IPO表现更为抢眼。港股上半年共完成42宗IPO，合计集资额超过1070亿港元，较去年 全年多约22%，暂列全球第一。 融资规模持续创新高 在2023年和2024年，港股市场无论是IPO还是再融资都较为疲软，IPO方面这两年分别融资463.34亿港元和881.47亿港元，均不超过千亿港元；再融资方面，主要 以配售为主，这两年分别融资661.61亿港元和545.99亿港元，同样不超过千亿港元。 但自2024年下半年以来，港股市场在多项重磅政策带动下再次活跃，而在2025年上半年，整个市场更是不断复苏。 Wind数据显示，2025年以来，港股市场股权融资规模已达到2879.82亿港元，远高于2023年和2024年全年的1424.39亿港元和1756.60亿港元，甚至也已经高于 2022年全年 ...

Group 1: Smart Manufacturing and Automation - Nanjing is focusing on the development of smart manufacturing, robotics, software and information technology services, and smart grid industries, with strategic emerging industries expected to account for approximately 42% of the total industrial output value by 2024 [1] - Employees in smart manufacturing are encouraged to innovate and participate in defining future work methods, as seen in the case of Zhang Menglu, whose annual salary is 200,000 yuan, significantly higher than the industry average [2] - The government supports new vocational training with subsidies, which can reach up to 8,000 yuan for certain positions, aiding in talent development for smart manufacturing [2] Group 2: Low-altitude Economy and Talent Demand - The low-altitude economy is rapidly expanding in Nanjing, with the number of industry chain enterprises increasing from 180 to 344 and take-off and landing points growing from 47 to 266 [3] - There is a strong demand for composite talents in the drone sector, as evidenced by Zhou Zhewens' role as a project leader shortly after graduation, highlighting the need for individuals who understand both technical and management aspects [3] Group 3: AI Talent Explosion - The demand for AI talent is surging due to the widespread application of AI technologies across various sectors, although there is a lag in the supply of qualified graduates from universities [4] - Companies like Runhe Software are actively seeking to fill over 300 positions for AI trainers this year, indicating a significant growth in the need for skilled professionals in this field [5] - High-level AI positions are challenging to fill, with salaries typically exceeding 200,000 yuan, as these roles require a blend of foundational knowledge, programming skills, and the ability to integrate cross-domain knowledge [5]

Group 1 - The core viewpoint is that humanoid robots are expected to experience a compound annual growth rate of 100% over the next six years, potentially surpassing the number of smartphones and cars, leading to a market size of hundreds of billions of units [1][2] - The humanoid robot sector is identified as a significant beta opportunity for the next decade, comparable to the consumer electronics and electric vehicle industries [1] - The integration of high-end manufacturing and AI technology in humanoid robots is seen as a long-term value proposition, with 2025 being a critical milestone for scaling production [1][2] Group 2 - The humanoid robots will utilize numerous components such as motors, sensors, and joints, with Chinese companies expected to become key suppliers in this market [2] - The anticipated "iPhone moment" for robots is projected for the second half of 2025, with the potential release of the latest version of Optimus and the initiation of small-scale production [2] - The domestic robot industry is rapidly evolving, with leading manufacturers achieving mass production and companies like Huawei driving technological integration and ecosystem development [2]

Core Insights - New Zealand's manufacturing performance index for June is reported at 48.8, an increase from the previous value of 47.5 [1] Group 1 - The manufacturing performance index indicates a slight improvement in the sector's activity compared to the previous month [1]