央视网消息：国家发改委主任近日表示，"十四五"规划纲要确定的战略任务全面落地，研发投入再创新高，中国创新取得重大 突破，科技创新带动产业不断向中高端转型升级，引起舆论关注。 柬埔寨《高棉时报》：科技创新为各行各业赋能 文章指出，今年是中国国民经济和社会发展第14个五年规划收官之年，中国这五年取得了新的开创性进展、突破性变革、历史 性成就。"十四五"规划纲要部署的102项重大工程顺利推进，从西南的电厂到华北的煤矿，人工智能新技术与千行百业交融并向纵 深发展。中国推动互联网、大数据、人工智能和实体经济的深度融合，为各行各业赋能。 马来西亚星洲网：不是简单的技术突破 "十四五"期间，中国政府非常明确新质生产力的发展方向及相关领域，并采取切实行动。中国式创新不是简单的技术突破，而 是更加关注用户体验和市场需求，推动技术与市场的深度融合，并已形成完整的创新生态系统。中国对世界经济增长的贡献率保持 在30%左右，成为当今世界推动发展最稳定、最可靠、最积极的力量。 《巴西日报》：打造协同创新的生态系统 越来越多中国科技企业享誉全球，在新兴科技不断涌现的时代，全球日益关注中国的创新生态系统，尤其是中国在能源转型、 整体能源生 ...

深交所：修订后，创业板综样本股1316只，覆盖95%的创业板上市公司 （12%），高新技术企业权重占比92%，战略性新兴产业权重占比79%，先进制造、数字经济、绿色低 碳三大重点领域企业权重占比74%，充分表征了创业板服务科技创新和新质生产力发展成果。下一步， 深交所将按照中国证监会统一部署，聚焦服务国家重大战略和重点领域，持续做优做强"创系列"指数及 指数产品，丰富优质投资标的供给，为中长期资金配置提供多样化选择，助力资本市场高质量发展。 相关链接 金十数据7月11日讯，修订创业板综合指数编制方案后，创业板综样本股1316只，覆盖95%的创业板上 市公司，总市值覆盖率98%；前三大行业分别为工业（32%）、信息技术（26%）、医药卫生 ...

人们常言，未到嶂石岩，不识太行山。河北石家庄市的千年古县——赞皇县，山峰连绵，巨壑纵横，这 里是连接晋冀的咽喉要冲，自古便是兵家必争、文脉交会之地。历史的册页在这里厚重堆积，294万年 地质史诗般的断崖，不仅是自然的杰作，也是这方水土坚韧品格的无声见证。 暮色四合，嶂石岩下的露营地亮起点点灯光。人们枕着松涛，仰望太行深邃的夜空，远处许亭水库平泉 湖的波光里，或许还倒映着盛唐的月光。红色热土的故事，原村土布的经纬，铁龙灯的铿锵，都在诉说 着这片土地的厚重与生生不息。而今日的赞皇，山水之间，回音壁的低语、酸枣的甘醇、生产力的智 变，正交织成新时代的旋律，新的故事，在古老的土地上悄然生长。 山境：丹崖深处听见山的回响 在石家庄市赞皇县，包罗着太行山脉最雄险壮美的地段，嶂石岩更凝结着太行中段东麓山脉的精髓。 600余米的丹崖绝壁耸立，石英砂岩构筑的九女峰仙姿玉立，楔形侧切与水平掏蚀为嶂石岩的年龄盖棺 定论：294万年。 距离嶂石岩景区大门约5公里，来自浙江的小伙高王平，在嶂石岩的山野营地间生活工作了近两年。数 十座帐篷树屋依山而建，山坡下的淮河缓缓流淌，"这里生活节奏很慢，没有过多的打扰。气候条件也 好，远离了梅雨， ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1.61% | 4.28% | | 300750 | 宁德时代 | -0.01% | 2.96% | | 601318 | 中国平安 | 2.64% | 2.46% | | 600036 | 招商银行 | -0.39% | 2.37% | | 000333 | 美的集团 | 1.40% | 1.71% | | 002594 | 比亚迪 | 1.43% | 1.51% | | 600900 | 长江电力 | 1.91% | 1.51% | | 601166 | 兴业银行 | 0.36% | 1.39% | | 201899 | 彩要业 不 | 0.69% | 1.32% | | 300059 | 东方财富 | 4.97% | 1.26% | A500ETF基金紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只证券作为指数样本，以反映各行业最具代表性上市公司证 券的整体表现。 数据显示，截至2025年6月30日，中证A500指数(00051 ...

值得一提的是，上半年的重大并购重组项目对于交易规模的影响巨大。例如，今年6月，国内算力产业最大吸 并案——海光信息（688041.SH）换股吸收合并中科曙光（603019.SH）预案公布，最终交易规模高达1159.69 亿元，中信证券与中邮证券分别为两家公司的独立财务顾问。 数据来源：Wind（首次披露日口径，数据统计区间为2025年1月1日至7月10日） 近两年，在政策的不断优化下，资本市场"并购热潮"渐起。数据显示，2024年9月以来，A股重大资产重组 （含定增并购）近200起，相比此前大幅增长。 券商中国记者统计发现，今年以来券商不断发力并购重组业务，共有44家券商作为独立财务顾问或财务顾问服 务并购重组项目。排名方面，交易数量前三的券商遥遥领先，分别是中金公司、中信证券、华泰证券。 中金、中信、华泰并购业务领先 在各类中介机构中，券商今年依然在并购业务领域领跑，成交规模占据全市场份额的60%以上。Wind数据显 示，按照并购重组项目首次披露日口径计算，今年以来，共有44家券商作为独立财务顾问或财务顾问服务并购 重组项目。 交易数量方面，头部集中情况明显，排名前三的中金公司、中信证券、华泰证券遥遥领先， ...

Core Insights - The article highlights the growth and strategic development of Lianshi New Materials, a company specializing in high-purity wet electronic chemicals essential for the semiconductor industry [1][2][3] Company Overview - Lianshi New Materials has established itself as a key player in the semiconductor supply chain, recognized as a national-level "little giant" and a high-tech enterprise [1] - The company has been included in the potential unicorn lists of Jiangsu Province and Suzhou City for four consecutive years, with its products being utilized by major IC manufacturers such as SMIC, Yangtze Memory Technologies, TSMC, and Texas Instruments [1] Strategic Development - The transition to local control in 2019 marked a new phase for Lianshi, enhancing its operational capabilities and local resource integration [2][3] - Since 2019, the company has secured investments from institutions like Yida Capital and achieved revenue growth from 70 million to over 500 million by 2024 [3] Production Capacity and Technology - The company is expanding its production capacity with a total investment of 1 billion yuan in the Jingzhou project, which aims to produce 492,000 tons of high-purity electronic chemicals annually [4] - Lianshi has diversified its product line to include critical materials such as gold plating solutions, silver plating solutions, high-end copper sulfate, and etching solutions, thereby enhancing its supply chain capabilities [4][5] Innovation and Collaboration - The company has established a collaborative innovation mechanism with local government and industry partners, facilitating technology transfer and project development [6][7] - The "Zuchongzhi Plan" initiated in 2019 has been instrumental in supporting Lianshi's major project applications and fostering joint R&D with local clients [6][7] Investment and Market Position - Lianshi's strategic acquisitions, including the purchase of a Taiwanese company's business to form "Xinshi Da," are expected to generate additional sales of 30 to 50 million yuan this year [5] - The company is positioned as a local leader in the wet electronic chemicals sector, emphasizing the importance of a stable and secure supply chain for high-end materials [5]

Group 1 - The ChiNext Index (399006) has shown a positive performance with a rise of 1.16%, highlighting the strength of key stocks such as Dongfang Caifu, which increased by 4.6%, and Mindray Medical, which rose by 1.8% [1] - The ChiNext ETF (159915) has gained significant attention, with its latest scale exceeding 84 billion, making it the largest among similar ETFs, and it has seen a net subscription of 1.11 million shares [1] - The report from Everbright Securities indicates that the second half of the year may see sustained corporate profit recovery, driven by improved domestic demand, favorable policies, and the rise of emerging industries such as artificial intelligence and robotics [2][3] Group 2 - The ChiNext Index is characterized by a high proportion of high-tech enterprises, strong R&D investment, and significant growth potential, reflecting China's economic transformation and upgrade [3] - The ChiNext ETF (159915) maintains a low fee structure, with management and custody fees at 20 basis points per year, aligning with the brand's low-cost philosophy [4] - Related products include the ChiNext ETF and its various linked funds, indicating a range of investment options for investors [5]

Group 1 - The A-share market indices experienced a significant rise, with the Shanghai Composite Index reaching 3538 points, the highest since October 9 of the previous year, driven by strong performances in the brokerage sector and themes like rare earth permanent magnets and digital currency [1] - The Shanghai Composite ETF (510980) showed a nearly 1% increase, marking a strong performance with a ten-day winning streak [1] - The market sentiment is optimistic, with expectations for continued upward movement in A-shares, supported by a favorable macroeconomic outlook [1][2] Group 2 - Policy measures are focused on stabilizing the capital market, with high-level meetings emphasizing the importance of maintaining stability in both the real estate and stock markets [2] - As of July 10, the price-to-earnings (PE) ratio of the Shanghai Composite Index was 15.31, which is at the 75.87th percentile of its historical range over the past decade, indicating relatively low valuation levels compared to global indices [2][3] - The A-share market is witnessing a gathering effect in technology narratives, with long-term funds like public offerings and foreign investments increasingly allocating to domestic tech assets [4] Group 3 - The implementation of stock buyback and dividend policies has enhanced market resilience, with a record dividend payout of 2.4 trillion yuan in 2024, and a current dividend yield of 2.73% for the Shanghai Composite Index, at the 83.12th percentile historically [4] - In July, the market is expected to favor large-cap stocks, with historical data indicating a 60% probability of large-cap stocks outperforming small-cap stocks during this period [6] - The Shanghai Composite ETF (510980) achieved a net asset value growth rate of 13.16% as of March 31, 2025, outperforming its benchmark index by 4.43% [9][11]

7月10日，粤港澳大湾区发展办公室在广州举办运用知识产权在大湾区创造商业价值研讨会，旨在为积 极支持香港和内地企业通过有效地保护和运用知识产权，从而在大湾区以至全球市场创造利益，现场超 250名香港及内地多个城市的企业代表出席。 "去年底，香港生产力促进局成功入选国家知识产权局及世界知识产权组织共同确认的技术与创新支持 中心筹建机构，促进香港成为区域知识产权贸易中心，为新质生产力发展注入新动力。"陈洁玲表示。 设立亚洲首个跨境IP授权平台 促进文创知识产权在国际市场高效交易 香港企业在内地市场如何管理和保护知识产权？柳沈专利事务所合伙人程驰建议，香港企业可以从商标 和品牌、专利、著作权、商业秘密四个方面进行知识产权布局。 "品牌立项之初，提前在内地申请商标，避免因商标被抢注而陷入被动。"程驰表示，在专利保护方面， 企业要开展专利侵权风险预警分析，提前排查侵权隐患，通过专利规避设计或交叉许可降低侵权风险。 对于以IP作为其主要营收来源的企业，程驰进一步指出，需要与员工、合作方签订权属协议，明确著作 权权属和许可范围。 深圳-香港-广州科技集群创新指数 连续5年居全球第二 粤港澳大湾区发展专员陈洁玲致开幕辞时表示 ...

2025年是中国航海日设立20周年，也是郑和下西洋620周年。今年航海日活动的主题是"绿色航海 向新图强"。 中国航海日（7月11日）是我国涉海领域级别最高、范围最广、综合性最强的节庆活动之一。2025年是中国航海日设立20周年，也是郑和下西洋620周年。今 年航海日活动的主题是"绿色航海 向新图强"。 7月11日，黄浦江上白色帆船列队待发。在激昂的国歌奏唱后，上海市副市长张小宏宣布2025年中国航海日上海主题活动正式启幕。江畔轮船的汽笛长鸣声 穿透云霄，与郑和下西洋620周年的历史回响形成呼应，也吹响了上海迈向国际航运中心新征程的号角。 启动仪式重磅发布这些成果 新华社联合波罗的海交易所编制的2025新华·波罗的海国际航运中心发展指数显示，上海继续稳居全球航运中心前三甲；上海海事局联合上海地区航运界， 成立上海地区水上新技术高质量发展工作机制，加快推动水上新质生产力发展；上海海事大学牵头编制《长江口和长江上海段航行安全指南》，进一步助力 上海港安全、高效运营；央视新闻联合航海家翟墨发布《帆越南极》——翟墨"2025环航南极洲"航海公益活动航行计划，积极实践"绿色航海 向新图强"航 海日主题，弘扬新时代航海精 ...