3 ACMI 2025（第四届）电解液创³ 固态电池研讨会将于7月9日至11日· 4 EIA公布月度短期能源展望报告 5 第十三届中国 (西部) 电子信息博 9日至11日举办 1 隔夜市场 美股三大指数收盘涨跌不一，道指跌0.37%，纳指涨0.03%，标普500指数跌0.07%；石油股走高，斯伦贝谢涨超4%，英国石油、雪佛龙涨超3%，大型科技 股涨跌互现，英伟达、特斯拉涨超1%，奈飞、谷歌、亚马逊跌超1%。中概股多数上涨，纳斯达克中国金龙指数收涨0.71%，大全新能源涨超10%，老虎证 券涨逾8%，京东、新东方涨超2%，阿里巴巴涨1.6%。 每经编辑｜胡玲 王晓波 V 中国6月CPI、PPI数据将公布 ② 国新办将举行"高质量完成'十四五 题新闻发布会。首场发布会将于7月 举行 国际油价小幅走强，美油主力合约收涨0.37%，报68.18美元/桶；布伦特原油主力合约涨0.62%，报70.01美元/桶。 国际贵金属期货收盘涨跌不一，COMEX黄金期货跌0.95%，报3311.00美元/盎司；COMEX白银期货涨0.06%，报36.93美元/盎司。 欧洲三大股指收盘小幅上涨，德国DAX指数涨0.55%报24206. ...

Group 1 - The core viewpoint of the articles highlights the booming demand for talent in the ESG sector and the increasing internationalization of job recruitment in Shandong, particularly through cross-border e-commerce initiatives [1][19][23] - The 2025 Shandong campus recruitment report indicates a significant increase in recruitment needs from foreign and joint-venture companies, surpassing that of private enterprises, reflecting a deeper level of openness in the region's economy [1][22] - The demand for ESG-related positions has surged by 120% year-on-year, with local companies like Wanhua Chemical and Haier establishing specialized training programs, expected to create over 8,000 green jobs in the next three years [1][23][24] Group 2 - Engineering disciplines dominate the recruitment landscape, with computer science, electronic information, and electrical engineering leading the demand, driven by the transition to a digital economy and smart manufacturing [4][6] - The average salary for engineering graduates has risen significantly, with an increase of over 15% year-on-year, reflecting the rapid expansion of industries such as AI and semiconductors [9][15] - The recruitment landscape is witnessing a structural change, with a notable increase in demand for both associate and doctoral degree holders, indicating a shift towards practical skills and immediate employability [10][13][17] Group 3 - The rise of international job opportunities is evident, with Qingdao companies actively participating in joint recruitment fairs in Japan and South Korea to attract talent with international perspectives [19][22] - The report indicates that the average salary for associate degree graduates has increased for two consecutive years, highlighting the strong demand for practical skills in manufacturing and related sectors [15][17] - The establishment of customized training programs, such as the collaboration between Haier and Qingdao University, aims to align educational outcomes with industry needs, resulting in high employment rates for graduates [18]

Company Overview - China Academy of Sciences Shenyang Instrument Co., Ltd. (referred to as "CAS Shenyang") has received approval for its IPO on the Beijing Stock Exchange, with sponsorship from China Merchants Securities [1] - Established in 2001, CAS Shenyang is a leading provider of core components for semiconductor manufacturing equipment and vacuum scientific instruments, focusing on the R&D, production, and sales of dry vacuum pumps and related technical services [1] Industry Analysis - The global integrated circuit (IC) industry is experiencing steady growth, with China emerging as a crucial market. The IC industry is foundational to modern information technology and plays a significant role in national security and economic development [2] - According to WSTS, the global IC market size is projected to grow from $276.7 billion in 2016 to $539.5 billion in 2024, reflecting a compound annual growth rate (CAGR) of 8.70%. The market is expected to reach $611.6 billion by 2025, marking a substantial increase of 13.36% from 2024 [2] Domestic Market Growth - China's integrated circuit industry has rapidly developed in recent years, supported by various government policies and investment funds. The industry has grown from a weak position to a significant player globally, with improvements in innovation capabilities [4] - In 2023, the sales revenue of China's integrated circuit industry reached 1,227.7 billion yuan, with a CAGR of 16.03% from 2016 to 2023 [4][5]

Group 1 - The company *ST Dali plans to establish a fund in collaboration with professional investment institutions, focusing on key sectors such as integrated circuits and aerospace [1] - The company will invest RMB 25 million as a limited partner, representing a 5% stake in the fund [1] - The fund aims to raise a total of RMB 500 million, targeting advanced manufacturing, integrated circuits, artificial intelligence, new materials, new energy, biomedicine, and deep-sea aerospace industries [1]

Core Viewpoint - The establishment of the Intellectual Property Prosecutor's Office by the Supreme People's Procuratorate marks a significant step towards the professionalization and comprehensive development of intellectual property judicial protection in China [1][2] Group 1: Establishment and Functionality - The Supreme People's Procuratorate has recently established the Intellectual Property Prosecutor's Office, which will participate in the supervision of "illegal cross-regional law enforcement and profit-driven law enforcement" [1] - The office aims to enhance the judicial protection of intellectual property rights and will focus on combating new types of crimes involving advanced technologies such as deep linking, web crawling, and electronic intrusion [1] Group 2: Statistics and Trends - In the past year, national procuratorial authorities accepted the arrest of 13,486 individuals for intellectual property crimes and prosecuted 33,805 individuals [2] - Among the types of cases, 81% were related to trademark infringement, with significant increases in copyright and trade secret infringement cases, where joint criminal activity accounted for approximately 80% [2] - The number of cases involving trade secret infringement rose by 12.4% year-on-year, with 163 cases involving 385 individuals in 2024 [2] Group 3: Future Directions - The Supreme People's Procuratorate plans to conduct regular supervision of malicious litigation and deepen collaboration with relevant departments to create a market-oriented, law-based, and international business environment [2]

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area is becoming a focal point for global capital re-evaluation, with Nansha as a key area for investment and development [1][2] - Nansha has seen significant policy support and investment, with over 1,200 billion yuan in projects signed in 2024, focusing on AI, new energy, and integrated circuits [2][3] - The region's GDP has nearly doubled since the establishment of the free trade zone in 2015, with a strong emphasis on R&D and strategic emerging industries [3][6] Investment and Economic Growth - Nansha's GDP is projected to exceed 230 billion yuan in 2024, with a 5.48% increase in R&D investment intensity and 37.8% of GDP coming from strategic emerging industries [3][6] - The number of high-tech enterprises has grown by an average of 21.5% annually, reaching 1,310, and the number of national-level "little giant" enterprises has increased nearly elevenfold [3][6] - The region has attracted significant foreign investment, totaling 220.6 billion yuan, and has launched multiple strategic industry clusters [3][6] Industrial Development - Nansha is experiencing rapid growth in the automotive and integrated circuit industries, with major companies like GAC Toyota and Jinko Solar establishing operations in the area [4][5] - The advanced manufacturing sector accounts for 75.9% of the industrial output, with automotive production reaching 736,000 units, contributing nearly 200 billion yuan to the local economy [5][6] - The semiconductor and biopharmaceutical sectors are also expanding, with a 34% increase in output for semiconductor companies and over 1,000 firms in the biopharmaceutical field [6][12] Infrastructure and Policy Support - The establishment of the Qingsheng Hub is enhancing transportation connectivity and providing a platform for innovation and collaboration between Hong Kong, Macao, and mainland China [7][8] - Nansha has implemented favorable tax policies and incentives for businesses, resulting in over 1.3 billion yuan in tax reductions for enterprises and residents from Hong Kong and Macao [7][8] - The region is focusing on creating a supportive business environment, with measures aimed at optimizing services for enterprises and fostering innovation [11][12] Technological Innovation - Nansha is positioning itself as a hub for technological innovation, with initiatives like the first automated driving test fleet and the integration of various unmanned systems for logistics [10][11] - The local government is actively promoting a legal and regulatory framework that supports business operations and innovation, contributing to a favorable investment climate [11][12] - The collaboration with institutions like Hong Kong University of Science and Technology is fostering a vibrant ecosystem for startups and technology transfer [8][9]

Core Insights - The municipal government emphasizes the importance of major projects as key drivers for economic recovery and industrial growth, aiming to establish a strong industrial city and new economic momentum [1][2] Group 1: Major Projects and Economic Recovery - The city has prioritized the attraction and advancement of major projects to support continuous economic recovery [1] - The completion of the first phase of the Chipde Technology AI advanced packaging base is expected to produce 18,000 pieces of 2.5D packaging products and 300 million wafer-level high-density chip packaging products annually [1] - The Weicai integrated circuit automotive electronics project anticipates an additional testing capacity of 400,000 wafers and 200 million finished chips per year upon full production [1] Group 2: Strategic Focus Areas - The government aims to stabilize the industrial base and promote the recovery of the service industry through targeted strategies for each sector [2] - Key sectors identified for development include artificial intelligence (software), biomedicine, robotics, and new-generation information communication [2] - The city plans to enhance investment efficiency and expand private investment opportunities while promoting consumption through policies like "old-for-new" exchanges [2] Group 3: Policy and Coordination - The municipal leadership stresses the need for improved coordination and streamlined processes to support enterprise development and policy implementation [2] - There is a call for a collaborative effort across the city to foster a proactive and responsible approach to project execution and economic growth [2]

Market Overview - On June 30, A-shares saw all three major indices close higher, with the Shanghai Composite Index rising by 0.59% to 3444.43 points, the Shenzhen Component Index increasing by 0.83% to 10465.12 points, and the ChiNext Index up by 1.35% to 2153.01 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 148.69 billion yuan, a decrease of 54.2 billion yuan compared to the previous Friday [1] Sector Performance - The market exhibited a broad-based rally, with sectors such as aerospace, gaming, shipbuilding, photovoltaic equipment, medical services, electronic chemicals, jewelry, small metals, and communication equipment leading the gains [1] - Conversely, sectors like securities, banking, cement and building materials, and aviation airports experienced declines [1] Individual Stock Highlights - In Hunan stocks, 107 out of 147 stocks rose, with companies like Kaimete Gas, Hunan Tianyan, Zhongbing Hongjian, and Xiangdian Co. hitting the daily limit [3] - Kaimete Gas specializes in the production and sale of dry ice, liquid carbon dioxide, and other industrial gases, reporting a net profit of 31.75 million yuan for Q1 2025, with a year-on-year growth rate of 142% [3] - The company is positioned to benefit from national support for local enterprises in critical technology areas, having received certifications from major international companies for its ultra-pure gases and photolithography products [3]

Core Insights - A total of 111 new private equity and venture capital funds were registered in China, raising a cumulative subscription amount of 61.45 billion RMB during the week of June 23-29 [1] - The highest number of new funds was registered in Zhejiang Province, accounting for 24.32% of the total, while the highest cumulative fundraising amounts were from Shanghai, Zhejiang, and Beijing, with shares of 25.71%, 13.90%, and 12.03% respectively [1] - The largest fund raised was the Shanghai Taibao Zhanxin M&A Private Fund, with a scale of 9.8 billion RMB, focusing on key sectors such as integrated circuits, biomedicine, artificial intelligence, and new energy [1] Fundraising and LP Contributions - 193 LP (Limited Partner) investors contributed a total of 53.29 billion RMB to the new registered private equity and venture capital funds, after excluding GP (General Partner) and individual contributions [5] - The majority of LP contributions came from Zhejiang Province, accounting for 24.35%, while Shanghai had the highest cumulative contribution amount at 34.59% [5] - Government-backed funds reached a record low this month, with a total contribution of 29.51 billion RMB, representing 55.37% of the total [5]

招聘会现场气氛热烈，人头攒动。上海企业招聘展位前吸引了大量云南高校应届及往届毕业生驻足咨询、投递简历。来自云南民族大学经济统计学专业的毕 业生陈同学表示，"上海企业的平台大、机会多，特别是在人工智能和集成电路领域的发展前景非常吸引我。 这次招聘会直接把这么多优质的上海岗位送到'家门口'，大大降低了我们的求职成本，也让我对去上海发展更有信心了。"上海外服远茂企业发展股份有限 公司副总经理韩军反馈，云南学子综合素质高、学习能力强、踏实肯干，是企业急需的新生力量，此次招聘会收获颇丰，收到了大量匹配度高的简历。 中国经济导报讯 记者缪晓琴报道 6月26日，由上海市人力资源和社会保障局、云南省人力资源和社会保障厅、国家公共就业服务区域中心（上海）等部门联 合主办的"百县对百校促就业行动"暨"百日千万"高校毕业生专场招聘会在云南昆明成功举办。 沪滇招聘会，吸引5300余名应届毕业生入场应聘 招聘会涵盖集成电路、生物医药、人工智能、金融科技、现代服务业、先进制造、文化创意等多个上海重点发展产业领域的48家知名企业参会，提供了超过 5100个优质招聘岗位。这些岗位不仅数量充足，而且层次丰富，既有面向应届毕业生的研发、管理、技 ...