要闻提示： 极氪入局混动市场 近日智通财经报道，小鹏汽车内部有邮件提及，"基于对长期合作的长远考虑，开始启动签署相关补充 协议工作——付款账期缩短至60天内。"随后，小鹏汽车董事长何小鹏官微@XP-何小鹏转发该新闻正面 回应此事称，经过近一个月的内部反复讨论，小鹏制定了账期调整和执行的相关步骤，并在最近开始推 动向前。 一财点评：近日，工信部同步开通监管窗口，受理变相拖延支付等4类问题，推动行业从"长账期内 卷"转向效率竞争。小鹏汽车以书面形式落实60天账期政策，有助于倒逼全行业加速账期透明化改革。 期待有更多的企业跟进加快这一政策走向落地，将竞争力锚点从资金占用转向真正的供应链效能。 零跑C11要做中国的"卡罗拉" 近日，零跑汽车旗下全新C11正式上市。这款中型SUV在四年前与特斯拉Model Y同期进入市场，累计 销量已突破25万台，是零跑最受欢迎的产品之一。零跑汽车创始人、董事长朱江明在发布会上说，"30 年后如果零跑还在的话，C11也一定还在，要像丰田的卡罗拉一样一直迭代下去，把经典的产品打造成 品牌的常青树。" 一财点评：丰田卡罗拉的进化史堪称半部浓缩的汽车发展史。这款诞生于1966年的经济型轿车， ...

Focus Events - The A-share brokerage sector is experiencing a significant performance surge, with companies like Huayin Securities expecting a net profit increase of 118.98% to 183.86%, and Guolian Minsheng forecasting a net profit growth of around 1183% [1] - The overall brokerage sector's stock prices have risen by 5.74% in the past week, compared to a 1.09% increase in the broader market [1] Macro News - The Shanghai Stock Exchange has implemented new rules to deepen the reform of the Sci-Tech Innovation Board, allowing 32 unprofitable companies to enter the growth tier and introducing a pre-review mechanism for IPO applications [3] Company Focus - Zijin Mining expects a net profit of approximately 232 billion yuan for the first half of 2025, representing a year-on-year increase of about 54% due to rising sales prices of gold, copper, zinc, and silver [15] - Li Min Co., a leading company in the bactericide sector, anticipates a net profit of 260 million to 280 million yuan for the first half of 2025, reflecting a year-on-year growth of 719.25% to 782.27% [20] - Cobalt lithium company, Blue Lithium, forecasts a net profit increase of 79.29% to 115.15% for the first half of 2025, driven by increased sales in lithium battery and LED chip businesses [17]

Core Viewpoint - The automotive industry in Chongqing is undergoing a significant transformation, with a focus on smart and connected electric vehicles, leading to a shift in talent demand towards multi-disciplinary skills in software, algorithms, and AI [1][2][3]. Group 1: Industry Overview - Chongqing is a major manufacturing hub in Western China, possessing 39 out of 41 industrial categories, with the automotive sector being a key driver of its economy [1]. - The production of smart connected new energy vehicles has become the leading industry in Chongqing, with the city ranking among the top three in national automotive output over the past two years [1]. Group 2: Talent Demand Transformation - The shift towards smart and connected vehicles is changing the talent landscape, requiring skills in software, algorithms, and AI, moving away from traditional mechanical engineering [2]. - By 2025, there is an anticipated talent gap of over one million in China's new energy vehicle sector, with a supply-demand ratio for intelligent driving engineers at only 0.38 [2]. Group 3: Educational Initiatives - Chongqing Electronic Engineering Vocational University is adapting its curriculum to meet industry needs by restructuring programs and creating a new professional group focused on smart connected vehicles [3][4]. - The university has implemented a modular course system that aligns with industry demands, allowing students to customize their learning paths and gain cross-disciplinary skills [4][5]. Group 4: Industry-Academia Collaboration - The university collaborates with leading automotive companies to enhance practical training, including a national-level "Field Engineer Special Training Program" that allows students to engage in real-world projects [5][6]. - Partnerships with multiple top automotive firms have been established to co-develop educational resources and conduct joint research on key technologies [6].