经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；信息技术咨询服务；人 工智能公共服务平台技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；网络技术服务；信息 系统集成服务；货物进出口；技术进出口；进出口代理；第一类医疗器械销售；第二类医疗器械销售； 软件开发；软件销售；软件外包服务；信息系统运行维护服务；市场营销策划；光通信设备销售；五金 产品批发；药物检测仪器销售；安全系统监控服务；云计算装备技术服务；医院管理；物联网技术研 发；集成电路销售；移动终端设备销售；大数据服务；互联网销售（除销售需要许可的商品）；互联网 安全服务；信息安全设备销售；建筑材料销售；医护人员防护用品批发；日用品销售；家用电器销售； 智能机器人销售；计算机及办公设备维修；计算机软硬件及辅助设备批发；电子元器件批发；物联网应 用服务；集成电路芯片及产品销售；人工智能应用软件开发；互联网设备销售；网络与信息安全软件开 发；电子元器件与机电组件设备销售；远程健康管理服务；可穿戴智能设备销售；通讯设备销售；网络 设备销售；特种劳动防护用品销售；物联网技术服务；新材料技术推广服务；日用百货销售。（除依法 须经批准的项目 ...

Group 1 - The company expects a positive net profit for the period from January 1, 2025, to June 30, 2025, indicating either a turnaround or an increase compared to the previous period [1] - The decline in net profit attributable to shareholders is primarily due to a one-time gain from the sale of a 4.3033% stake in Zhejiang Kesheng Technology Co., Ltd. in the previous year, which generated a non-recurring net profit of 231 million yuan [2] - The increase in net profit after excluding non-recurring gains is attributed to improved management of accounts receivable, reduced credit impairment losses, controlled management expenses, and a slight increase in gross profit margin for core business operations [2] Group 2 - The company disclosed its second-quarter order data for 2025, with figures presented in millions of yuan, excluding tax [6] - The order data is based on internal statistics and has not been audited, thus it cannot be directly used to infer revenue or net profit [6]

Group 1 - Tencent officially launched the "Qingyun Plan" on June 12, 2026, aimed at recruiting top global talent to drive technological innovation in China [2][4] - The plan targets PhD graduates from January 2024 to December 2026 and master's students from January 2025 to December 2026, emphasizing the importance of youth in technological advancement [4][5] - Tencent's participation in major conferences like CVPR 2025 and ICML 2025 highlights its commitment to attracting talent and sharing technological breakthroughs [3][4] Group 2 - The "Qingyun Plan" offers competitive salaries, customized training programs, and opportunities to work on cutting-edge technology projects in areas such as AI, big data, and high-performance computing [5][6] - Tencent plans to add 28,000 internship positions over three years, with 60% of these roles focused on technical talent, reflecting the company's long-term commitment to building a strong tech workforce [6][8] - As of March 2023, Tencent employs over 55,000 staff, with 40,000 in technology roles, indicating a strong emphasis on tech talent within the organization [6][8] Group 3 - Tencent's "Qingyun Plan" includes a mentorship system where new hires are paired with mentors for guidance and support, fostering a culture of growth and collaboration [10][11] - The company has established a dual career development pathway, allowing technical staff to either deepen their expertise or pursue management roles, enhancing employee retention and satisfaction [12] - Tencent is exploring new models for talent development, including partnerships with universities and direct access to research projects, to bridge the gap between academia and industry [13]

周五（7月11日）重点关注财经事件和经济数据 ⑥ 次日01:00 美国至7月11日当周石油钻井总数 ② 14:45 法国6月CPI月率 ③ 15:00 瑞士6月消费者信心指数 ④ 16:00 IEA公布月度原油市场报告 ⑤ 20:30 加拿大6月就业人数 ① 14:00 英国5月三个月GDP月率，英国5月制造业产出，英国5月季调后商品贸易帐 ...

美联储戴利：最新的失业救济申请数据表现良好。 ...

一、全球金融风暴中的A股迷思 但有趣的是，就在这样的全球金融动荡中，A股市场却走出了独立行情。这让我想起一个投资真理：股市炒的是预期差而不是现实差。现实再烂，只要预期 反转，市场就会给予正反馈。这就是著名的"困境反转"。 二、预期差的本质与破解之道 所谓预期差，就是"我知道你不知道，我会你不会，我敢你不敢"。本质上，这是信息不对称导致的。而要解决信息不对称，核心在于透过现象看到交易的真 相。 英国央行最新报告像一记警钟，敲醒了沉睡的市场。这份报告指出，尽管美国暂停实施"对等关税"政策，但全球金融市场的风险依然居高不下。地缘政治紧 张、贸易碎片化、主权债务压力，这些熟悉的词汇再次出现在我们面前。 看着这份报告，我不禁想起2020年那场惊心动魄的全球市场动荡。当时英国30年期国债收益率飙升，市场一片哀嚎。如今，历史似乎又在重演。英国预算责 任办公室警告称，新冠疫情后公共财政仍处于脆弱状态，政府未能有效控制开支。 2024年初那波500点的涨幅就是最好的例证。当时8连阳让人惊喜，但随后很多股票就开始掉队。现在指数虽然连战连捷，但我们都知道这不是常态。一旦开 始调整，很多个股就会进入漫长的调整期。 以紫天科技为例（图 ...

Core Viewpoint - The company, SiNan Navigation, issued a correction announcement regarding its shareholder equity changes, which included a cash dividend and a capital reserve conversion, resulting in a slight increase in the controlling shareholders' ownership percentage [1][3]. Group 1: Shareholder Equity Changes - For the 2024 equity distribution, the company will distribute a cash dividend of 0.12 yuan per share (tax included) and convert 3 shares for every 10 shares from capital reserves, increasing the controlling shareholders' ownership from 51.90% to 52.13% [1][2]. - The correction revealed that the percentage of shares held by Chengmao Investment was incorrectly reported as 42.97%, while the correct figure is 9.16% [1][2]. Group 2: Regulatory Issues - One month prior, SiNan Navigation received a corrective order from the Shanghai Securities Regulatory Bureau due to multiple data disclosure errors in its annual report and other documents [3]. - The company emphasized that it is taking the corrective measures seriously and has conducted a thorough internal review to prevent future occurrences [3]. Group 3: Financial Performance - SiNan Navigation reported a significant loss of 51 million yuan in net profit for 2024, contrasting with a total net profit of only 6 million yuan from 2021 to 2023 [4][5]. - The increase in sales expenses by 22.31% to 104 million yuan and R&D expenses by 12.18% to 78 million yuan contributed to the financial downturn, despite a slight revenue increase of 0.28% to 412 million yuan [5]. - In Q1 2025, the company continued to incur losses of 14 million yuan, with a year-on-year increase in loss magnitude of 35.91% [5].

据新华社消息，中共中央政治局委员、国务院副总理刘国中10日到北京大学医学部调研医药创新发展工 作。他强调，要深入学习贯彻习近平总书记关于科技创新和卫生健康工作的重要指示精神，按照党中 央、国务院部署，面向人民生命健康，强化协同攻关和政策落实，加强医药领域基础研究和科技创新能 力建设，积极支持创新药和医疗器械加快发展，为推进健康中国建设提供有力支撑。 刘国中来到北京大学医学部药学院，详细了解有关药物研发、重点实验室建设运行等情况，并主持召开 座谈会，听取相关企业、高校、科研院所、医疗机构的意见建议。他强调，医药是人类与疾病斗争的有 力武器。近年来，我国医药创新发展呈现良好态势，医药研发能力、市场竞争力和创新活力显著提升。 要坚定信心，充分发挥我国在产业体系、发展环境等方面优势，聚焦重点难点问题，有力推动医药创新 和产业高质量发展。要加强产学研深度融合，鼓励企业、高校、科研机构与医疗机构联合攻关，提高医 药科技创新水平，在药物、疫苗和医疗器械研发方面取得更多突破性成果。要加强人才培养和综合服务 平台建设，促进医药科研成果产业化。要充分利用人工智能、大数据等新技术，加快生命健康数据库建 设，提升医药研发效率和医疗水 ...

摩根大通CEO戴蒙：美国经济的真实数据完全无法解读。 ...

前言 ①光模块+数据中心+芯片+激光雷达！这家公司1.6T光模块用AWG芯片及组件进入客户验证阶段；②光刻 胶+固态电池+PCB+PEEK！这家公司光刻胶酚醛树脂产品形成小批量销售，硫化物固态电解质项目处于 中试阶段；③人形机器人+英伟达+AI眼镜+算力！公司上半年净利同比最高预计翻倍，有多款AI算力模 组。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ...