Group 1 - The province has implemented a comprehensive electronic traceability management system for bulk food ingredients in schools, becoming the first in the country to do so [1][2] - As of the spring semester, over 3.023 million traceability records have been generated, with a school cafeteria system application rate of 51.88%, and 82.95% for primary and secondary schools [1] - The traceability management system aims to ensure the safety of food served to students by tracking the source, destination, and quality of food ingredients [1][2] Group 2 - The traceability management system includes four main entities: producers, purchasers, suppliers, and sellers of food products, as well as all school cafeterias and external catering units [2] - Key food products under traceability include vegetables, livestock, aquatic products, and pre-packaged foods like rice, flour, oil, and milk [2] - The system utilizes the "Food Safety Liaoning Code" throughout the procurement process in school cafeterias to ensure compliance and safety [2] Group 3 - All 48 agricultural wholesale markets in the province have adopted the "Food Safety Liaoning - Food Quality Safety Traceability System," achieving 100% electronic records for sellers and safety agreements [3] - The traceability system is supported by a mechanism that combines "certificates of conformity" with traceability to ensure comprehensive management [3] - Electronic documentation for food safety, including inspection reports and certificates, is being implemented to facilitate the traceability of food ingredients [3]

Group 1: Patent Application - Chip Origin Microelectronics (Chengdu) Co., Ltd. and its affiliated companies have applied for a patent titled "A Linear Voltage Regulator and Electronic Device," published under CN120255636A, with an application date of March 2025 [1] - The patent involves a linear voltage regulator that includes an internal power module, FVF output stage, and control module, aimed at providing stable output voltage despite variations in power supply and load [1] Group 2: Company Overview - Chip Origin Microelectronics (Chengdu) Co., Ltd. was established in 2013, has a registered capital of 20 million RMB, and has participated in 3 bidding projects with 141 patent records [2] - Chip Origin Microelectronics (Shanghai) Co., Ltd. was founded in 2001, has a registered capital of approximately 499.91 million RMB, has invested in 20 companies, participated in 68 bidding projects, and holds 226 patents [2] - Chip Origin Microelectronics (Hainan) Co., Ltd. was established in 2020, has a registered capital of 50 million RMB, and has participated in 3 bidding projects with 88 patent records [3] - Chip Origin Microelectronics (Nanjing) Co., Ltd. was founded in 2020, has a registered capital of 100 million RMB, and holds 134 patents [3] - Chip Origin Technology (Shanghai) Co., Ltd. was established in 2021, has a registered capital of 50 million RMB, and has participated in 2 bidding projects with 96 patent records [3]

1.广州工业大区加速抢占机器人赛道 7月3日，广州工业大区黄埔区发布"人工智能+机器人"系列政策，涵盖支持人工智能、具身智能、集成电 路、超高清视频与新型显示产业高质量发展若干政策措施，最高给予1000万元扶持。产业押注背后，是广 州经济转型的迫切需求。由于新旧动能转换问题，广州近年来经济表现并不亮眼，GDP增速持续低于全国 和全省均值。 点评：机器人赛道变革势在必行。 6.董明珠拟提名国家科技进步奖 2.研究：细颗粒物污染与非吸烟者肺癌基因突变增加有关 一个国际团队日前在《自然》杂志上发表的新研究显示，空气中的细颗粒物污染可能增加非吸烟者体内致 癌基因和促癌基因突变风险，增加肺癌患病几率，甚至比吸二手烟对基因造成的影响更显著。这项研究由 美国国家卫生研究院和加州大学圣迭戈分校等机构研究人员共同开展。研究人员共分析了来自全球28个地 区871名非吸烟肺癌患者的肿瘤样本。 3.小米同款纸巾盒被炒至350元 近日，小米YU7配套的Xiaomi Life车载磁吸纸巾盒，售价169元，引发网友热议。雷军在直播中回应磁吸纸 巾盒定价问题，他表示，这个纸巾盒网友反馈有点贵，是因为这个纸巾盒设计的时候，材质、制作工艺比 较 ...

Core Viewpoint - The strategic partnership between Shiyun Circuit and Lair Technology aims to enhance competitiveness through resource integration and collaboration in various high-tech fields, including automotive electronics and new energy sectors [1][2][3] Group 1: Investment Details - Shiyun Circuit acquired a 5% stake in Lair Technology by purchasing 7.759 million shares at a price of 19.74 yuan per share, totaling 153 million yuan [1] - The transaction price represents a discount of approximately 20% compared to Lair Technology's closing price of 25.19 yuan per share [1] Group 2: Strategic Cooperation - The partnership focuses on five key areas: technological innovation and joint research, resource sharing and collaborative development, global sales network construction and channel sharing, supply chain optimization, and strategic investment layout [2] - Both companies aim to leverage their respective strengths to create a global collaborative sales system, particularly in the fields of automotive electronics and new energy batteries [2] Group 3: Future Prospects - Shiyun Circuit views this transaction as a strategic move to enhance shareholder returns through synergistic effects [3] - Lair Technology aims to leverage Shiyun Circuit's status as a strategic investor to gain a competitive edge in industry upgrades, promoting the idea that their collaboration will yield greater benefits than the sum of their individual efforts [3]

7 月 4 日晚间， 国投中鲁 发布的交易预案显示，该公司拟通过发行股份购买中国电子工程 设计院股份有限公司（以下简称电子院）的 100% 股份，同时拟向特定对象募集配套资金， 预计构成关联交易和重大资产重组 。 【导读】国投中鲁拟购买电子院 100% 股份， 7 月 7 日复牌 中国基金报记者 邱德坤 股东或将新增大基金二期 6 月 23 日晚间，国投中鲁首次公告称，公司拟向国投集团等相关方发行股份购买电子院的控 股权。 对比财务数据可见，电子院的总资产是国投中鲁的 5 倍，并且盈利能力优于国投中鲁。上述 交易或将是一笔 " 蛇吞象 " 式的交易。 借助此次交易，国投中鲁可以吸收其控股股东国家开发投资集团有限公司（以下简称国投集 团）的优质资产，打造先进电子制造产业化综合服务平台。 国投中鲁自 6 月 23 日开市起停牌， 计划自 7 月 7 日（下周一）开市起复牌 。截至 6 月 20 日收盘，国投中鲁股价报 13.43 元 / 股，总市值为 35.21 亿元。 拟购买电子院 100% 股份 如今，交易预案正式出炉，国投中鲁拟以发行股份方式购买电子院 100% 的股份。这意味 着，国投中鲁的交易对方为电子 ...

Core Viewpoint - The electronic ID concept sector has shown a positive performance with a 0.90% increase, ranking fifth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Stock Performance - Within the electronic ID concept sector, 21 stocks experienced gains, with DeSheng Technology and Jingbei Fang hitting the daily limit up, while Zhengyuan Wisdom, Shangji Technology, and Nanwei Software also saw notable increases of 8.57%, 5.92%, and 5.91% respectively [1]. - The stocks with the largest declines included *ST Jinglun, Guoxin Technology, and Dongxin HePing, which fell by 3.92%, 2.26%, and 2.23% respectively [1]. Group 2: Capital Flow - The electronic ID concept sector attracted a net inflow of 784 million yuan from main funds, with 25 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2]. - Jingbei Fang led the net inflow with 247 million yuan, followed by DeSheng Technology, Nanwei Software, and XinGuoDu with net inflows of 221 million yuan, 172 million yuan, and 120 million yuan respectively [2]. Group 3: Capital Inflow Ratios - DeSheng Technology, Nanwei Software, and Zhongke Jiangnan had the highest net inflow ratios at 31.21%, 17.66%, and 9.07% respectively [3]. - The electronic ID concept capital inflow rankings showed that Jingbei Fang had a daily turnover rate of 15.16% and a price increase of 10.01%, while DeSheng Technology had a turnover rate of 20.73% and a price increase of 10.02% [3][4].

Group 1 - The Artemisinin concept index increased by 0.65%, ranking 10th among concept sectors, with four stocks rising, including Haizheng Pharmaceutical which hit the daily limit, and Zhejiang Medicine, Huaren Shuanghe, and Baiyunshan also showing gains of 0.79%, 0.69%, and 0.08% respectively [1] - The leading decliners in the sector included Rundu Co., New Harmony, and Kunming Pharmaceutical, which fell by 1.41%, 1.36%, and 1.17% respectively [1] - The net inflow of main funds into the Artemisinin concept sector was 95 million yuan, with Haizheng Pharmaceutical receiving the highest net inflow of 105 million yuan, followed by Zhejiang Medicine, New Harmony, and Baihua Pharmaceutical with net inflows of 25.71 million yuan, 9.91 million yuan, and 2.14 million yuan respectively [2][3] Group 2 - In terms of fund inflow ratios, Haizheng Pharmaceutical, Zhejiang Medicine, and Baihua Pharmaceutical had the highest net inflow rates of 9.03%, 5.48%, and 2.27% respectively [3] - The trading performance of key stocks in the Artemisinin concept included Haizheng Pharmaceutical with a daily increase of 10.02% and a turnover rate of 9.22%, while Zhejiang Medicine rose by 0.79% with a turnover rate of 3.19% [3][4] - Other stocks such as New Harmony and Baihua Pharmaceutical experienced declines of 1.36% and 0.41% respectively, with turnover rates of 1.04% and 3.34% [3][4]

7月3日，美商务部正式通知全球三大半导体设计软件（EDA）供应商——西门子、新思、Cadence，向中国销售产品申请政府许可证的要求取消。西门子确 认，已为中国客户全面恢复其软件和技术的访问权限。与此同时，新思、Cadence表示，正在中国恢复此类服务。EDA软件是芯片设计的核心工具，覆盖了 从高端处理器，到简单电源调节组件的设计。它被广泛应用于AI、通信、汽车等多个前沿领域。 上海证券认为，"硬科技"在AI驱动下表现突出：A股上市公司中，以国产算力芯片，AIDC配套设施，AI端侧Soc芯片设计和部分消费电子企业为代表的板块 在2024年业绩表现出较快增速，并在2025年一季度保持两位数的高增长。 大国博弈下科技行业的估值体系有望重构，以电子行业为代表的科技板块的估值中枢有望进一步抬升，尤其是目前国产化比例较低，自主可控相关的半导体 晶圆制造/设备，模拟芯片，Soc芯片设计，存储等环节值得重点关注。 4月份由于宏观因素对股价的冲击，消费电子中以"苹果产业链"为代表的部分标的估值回调较多。这其中PCB和ODM板块的龙头公司已经具备较好的性价 比，有望在下半年借力AIoT，人形机器人，汽车电子等领域的需求实现业绩 ...

Core Viewpoint - The announcement from Huadian Co., Ltd. indicates a strategic move to engage in investment negotiations with the Huangshi Economic and Technological Development Zone, with a proposed investment not exceeding 3.6 billion yuan to support the future development of its wholly-owned subsidiary, Huangshi Hushi Electronics Co., Ltd. [1] Company Overview - Huadian Co., Ltd. is a leading PCB (Printed Circuit Board) manufacturer, which plays a crucial role in the electronics industry by providing essential components for various applications, including communication electronics, consumer electronics, computers, and data centers [3]. Performance of Huangshi Hushi - Huangshi Hushi, a wholly-owned subsidiary of Huadian Co., Ltd., has shown strong performance with a reported revenue of 2.929 billion yuan and a net profit close to 500 million yuan for the fiscal year 2024, reflecting year-on-year growth of 47.33% and 47.65% respectively [4]. Industry Cluster Advantages - The Huangshi Economic and Technological Development Zone is recognized as the largest optical electronic information industry cluster in Hubei Province outside of Wuhan, with a complete industrial chain for the PCB industry. Numerous significant investments have been made in the area, including projects exceeding 2 billion yuan and 5 billion yuan, with over 100 optical electronic information companies, including several global top 50 PCB firms [5]. Investment Negotiation Status - The potential investment project for Huangshi Hushi is currently in the negotiation phase and has not yet resulted in a legally binding agreement. The final investment cooperation agreement will require further discussions and formal signing, indicating significant uncertainty regarding the implementation of the investment [5].

商报讯(记者苗露)昨日A股走势颇让人振奋，三大指数集体上涨，沪指再创年内新高，创业板指涨近 2%。截至收盘，沪指报3461.15点，涨0.18%；深证成指报10534.58点，涨1.17%；创业板指报2164.09 点，涨1.90%。全市场成交额超1.33万亿元，超3200只个股上涨。 板块方面，消费电子概念集体拉升，蓝思科技（300433）涨超11%，工业富联（601138）、鹏鼎控股 （002938）、大为股份（002213）等涨停；PCB、创新药、固态电池等板块涨幅居前，可控核聚变、海 洋经济、油气、游戏等板块跌幅居前。值得注意的是，宁德时代（300750）盘中一度大涨超5%。 消费电子概念崛起 昨日，消费电子板块盘中发力走高，之后稳步走强，领涨两市。据同花顺（300033）数据，截至昨日下 午收盘，消费电子板块整体收涨2.83%，位列当日行业板块排名第三，96只成分股中92只上涨，近一周 涨幅为2%，较之前近一月涨幅只有0.73%时显然是走出了一条飘红之路。 个股层面，蓝思科技涨超11%，市值超4600亿元的工业富联涨停，主力资金净流入20.23亿元，居A股第 一。 机构研报显示，工业富联预计在未来3 ...