大摩数字经济混合A（017102）基金经理为雷志勇。 截至发稿，雷志勇累计任职时间6年132天，现任基金资产总规模45.47亿元，任职期间最佳基金回报 126.99%， 任职期间最差基金回报-4.71%。 从基金十大重仓股角度 数据显示，摩根士丹利基金旗下1只基金重仓捷顺科技。大摩科技领先混合A（002707）二季度减持 17.86万股，持有股数68.34万股，占基金净值比例为5.91%，位居第一大重仓股。根据测算，今日浮亏 损失约41.69万元。 大摩科技领先混合A（002707）成立日期2017年12月13日，最新规模1.27亿。今年以来收益23.87%，同 类排名3042/8194；近一年收益63.98%，同类排名1378/7963；成立以来收益92.33%。 大摩科技领先混合A（002707）基金经理为雷志勇。 8月27日，捷顺科技跌5.04%，截至发稿，报11.49元/股，成交2.64亿元，换手率4.87%，总市值73.93亿 元。 资料显示，深圳市捷顺科技实业股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区观盛二路5号 捷顺科技中心A座，成立日期1992年6月17日，上市日期2011年8月15日 ...

近日，苏州市公共停车服务业协会对2024年在"加强停车管理、努力缓解停车难、着力提高优质服务水平"中取得突出成绩的单位进行通报表彰，张家港市 城市管理局获评2024年度苏州市公共停车服务业协会"优秀管理单位"和"行业先进单位"，张家港市金城集团获评2024年度苏州市公共停车服务业协会"行 业先进单位"。 多措并举扩增量，提升停车"便捷度" 张家港市城管局紧盯群众关切的停车难问题，协调各方、做大增量、盘活存量，系统推进"停车便利化"提质工程，张家港市连续五年将"增加停车位供 给"列入市政府民生实事项目，累计新增停车位近2万个，让"找车位"不再是难事，让"用车位"更加方便快捷。今年以来，市城管局继续统筹推进"挖潜增 设停车位"民生实事项目，重点聚焦城区医院、高铁站、商业中心等人车密集区域，通过项目配套建设、老旧小区改造、施划道路停车位、利用零星地块 等多种方式，持续释放停车资源，截至目前，全市已新增公共停车位1210个，完成率101%，提前完成今年"挖潜增设停车位"民生实事项目，进一步满足 群众就近就便的停车需求。同时，市城管局坚持问题导向，紧盯重点难点，精准靶向发力，实施市第一人民医院"一区一策"停车综合治理， ...

Macro Dynamics - The Ministry of Finance announced that starting from August 8, 2025, interest income from newly issued national bonds, local government bonds, and financial bonds will be subject to value-added tax. Existing bonds issued before this date will continue to be exempt from VAT until maturity [2] Financial Institutions - The Financial Regulatory Bureau reported that a coordination mechanism to support financing for small and micro enterprises has achieved positive results. By June 2025, over 90 million small and micro businesses were visited, resulting in new credit of 23.6 trillion yuan and new loans of 17.8 trillion yuan, with 32.8% being credit loans [3] Market Data - On August 1, A-shares saw a collective decline, with the Shanghai Composite Index down 0.37% and the Shenzhen Component Index down 0.17%. The total trading volume was approximately 1.598 trillion yuan, a decrease of about 337.7 billion yuan from the previous trading day [10] - The Hong Kong stock market closed with the Hang Seng Index down 1.07% and the Hang Seng Tech Index down 1.02%. Notably, stablecoin concept stocks led the decline, while smart transportation and charging pile concepts were active [11] Company Dynamics - Three major telecommunications companies have unified their outbound marketing numbers to standardize telemarketing practices. The official outbound marketing numbers are China Telecom 10001, China Mobile 10085, and China Unicom 10016. Users who refuse telemarketing should not be contacted again [12] - Jinghe Integrated announced plans to issue H-shares and list on the Hong Kong Stock Exchange. The company is currently discussing specific details with relevant intermediaries, and this move will not change the controlling shareholder or actual controller [13]

Core Points - The Linyi City Parking Service Industry Association held its second member conference and leadership election, emphasizing the importance of the parking service industry in urban development and public welfare [1][3] - The new leadership aims to enhance industry self-regulation and improve communication with government departments, focusing on smart parking solutions to alleviate urban parking challenges [3][5] - The conference included discussions on the Linyi City Smart Parking Service Platform and trends in parking technology, fostering new ideas and collaboration among industry experts [5] Group 1 - The conference was attended by representatives from various government departments and industry elites, highlighting the collaborative nature of the parking service sector [1] - The first council's work report, financial report, and supervisory report were presented and approved, indicating a structured approach to governance within the association [3] - The newly elected president, Ji Xiangshi, expressed commitment to advancing the association's goals and enhancing service quality for members [3] Group 2 - The association aims to explore new models and paths for smart parking, which is crucial for improving urban traffic conditions [3][5] - The successful holding of the conference marks a new chapter for the association, with a focus on member service and industry development [5] - Expert discussions during the event provided valuable insights into parking resource optimization and technological advancements, promoting innovation within the industry [5]

Core Viewpoint - Xiamen Keta Communications Technology Co., Ltd. (Keta) is making its third attempt to go public on the Hong Kong Stock Exchange, aiming to strengthen its position in the smart parking industry after previous unsuccessful attempts in 2017 [1][4]. Company Overview - Keta was founded in 2006 by Sun Longxi, a technology expert from Changchun, Jilin, and has grown to become a leader in the smart parking sector [1]. - The company has a significant shareholding structure, with Sun Longxi and his associates holding 53.65% of the shares, while Tencent is the largest external shareholder with 8.46% [1]. Market Position - Keta ranks second in China's smart parking space operation industry, with a market share of 3.3% as of 2024, according to a report by Zhaoshang Consulting [2]. - The company operates in over 60 countries and regions, supporting more than 68,000 parking lots and 300 million vehicles [2]. Financial Performance - Keta's revenue for 2022 was RMB 649.23 million, with a projected increase to RMB 738.02 million in 2023 and RMB 799.51 million in 2024 [3]. - The gross profit margin improved from 43.1% in 2022 to 46.4% in 2023, although the net profit growth has shown signs of slowing down [3]. Future Prospects - The company is actively developing an online parking space rental platform to enhance resource utilization in the parking space operation industry [3]. - A successful IPO would provide Keta with additional funding to further solidify its leading position in the smart parking sector [4].

Core Viewpoint - Xiamen Keta Communications Technology Co., Ltd. (Keta) has submitted its application for listing on the Hong Kong Stock Exchange, with CICC and Minyin Capital as joint sponsors. The company focuses on smart parking solutions driven by artificial intelligence and data, positioning itself as a comprehensive parking industry group in China [1]. Financial Performance - Keta is experiencing rapid growth, with revenues of RMB 649.23 million, RMB 738.02 million, and RMB 799.51 million for the years 2022, 2023, and 2024 respectively. Net profits for the same years are RMB 12.30 million, RMB 87.03 million, and RMB 86.71 million, indicating a profit growth of over 600% over two years [1][2]. - The gross profit margin has improved, with the overall margin rising from 43.1% in 2022 to 45.9% in 2024. The gross margin for the smart solution segment increased from 37.2% to 42.7% during the same period [3]. Business Segments - Keta's smart parking services are divided into three main business lines: smart solutions, smart management, and smart operations. The smart solutions segment contributes nearly 60% of the market share, generating RMB 479 million in revenue for 2024. The smart management and smart operations segments are expected to generate RMB 195 million and RMB 124 million respectively, accounting for 24.4% and 15.5% of total revenue [3]. - The company has developed AI applications such as "AI Booth" and "AI Parking Manager," which significantly reduce the need for traditional manpower and enhance operational efficiency [8]. Market Position and Industry Dynamics - Keta is one of the earliest companies in China to achieve a fully controllable stack of hardware, algorithms, platforms, and ecosystems in the smart parking space. Despite this, it holds only a 3.3% market share, ranking second in the industry, with the top five operators collectively holding about 17.4% of the market [11][12]. - The smart parking industry in China is expected to grow rapidly, with the market size projected to increase from RMB 24.5 billion in 2024 to RMB 91.9 billion by 2029, reflecting a compound annual growth rate of 30.3% [5]. Customer Base and Operational Metrics - Keta's customer base has been expanding, serving 17,271, 22,055, and 24,666 parking lots in 2022, 2023, and 2024 respectively. The company has supported over 300 million vehicles across more than 60 countries and regions [4]. - The company plans to develop an online parking space rental platform to enhance resource utilization in the parking space operation industry [4].

Core Viewpoint - Xiamen Keta Communications Technology Co., Ltd. (Keta Communications) has submitted an IPO application to the Hong Kong Stock Exchange, aiming to leverage its smart parking solutions to enhance operational efficiency for parking lots and provide services for over 300 million vehicles [1][3]. Company Overview - Keta Communications, established in 2006, focuses on smart parking solutions and has supported over 68,000 parking lots globally, covering more than 13 million parking spaces across over 60 countries and regions [7][3]. - The company is controlled by its founders, Sun Longxi and Huang Jinlian, who hold 53.65% of the voting rights as of April 2025 [4]. Financial Performance - The company's revenue for the years 2022, 2023, and 2024 was reported as RMB 649.23 million, RMB 738.02 million, and RMB 799.51 million, respectively, with net profits of RMB 12.30 million, RMB 87.03 million, and RMB 86.71 million [9][10]. - Keta Communications experienced a significant decline in net profit in 2022, with a year-on-year decrease of over 80% [9]. Revenue Composition - The revenue is primarily derived from three segments: smart parking solutions (approximately 60% of total revenue), smart management (around 25%), and smart operations (about 15%) [11][13]. - The gross profit margins for the years 2022, 2023, and 2024 were 43.1%, 46.4%, and 45.9%, respectively, with a noted decline in 2024 due to increased labor costs associated with roadside parking management services [13]. Market Position - Keta Communications ranks second in the smart parking space operation industry in China, holding a market share of 3.3% as of 2024, with the industry leader being Jieshun Technology [19][21]. - The overall market for smart parking space operations in China is projected to grow from RMB 24.5 billion in 2024 to RMB 91.9 billion by 2029, with a compound annual growth rate of 30.3% [18][16]. Competitive Landscape - The parking space operation market in China is characterized by a significant gap between the number of vehicles and available parking spaces, with a ratio of approximately 1:0.5, leading to increased demand for smart parking solutions [15][16]. - The market is competitive and fragmented, with the top five players accounting for only about 17.4% of the market share [19][21].

Core Viewpoint - Xiamen Ketao Communication Technology Co., Ltd. (Ketao) is making its third attempt to go public after two previous unsuccessful attempts, with a valuation of 1.9112 billion yuan as of January 2023 [1][2]. Company Overview - Ketao, founded in June 2006 by Sun Longxi, specializes in smart parking solutions and has established a partnership with Tencent since 2014, becoming the first smart parking company to collaborate with WeChat [2][3]. - The company has received significant investments from Tencent, totaling 1.3 billion yuan, with Tencent holding 8.46% of the shares, making it the largest external shareholder [3][6]. Financial Performance - Ketao's revenue from 2019 to 2024 is projected to grow from approximately 4.42 billion yuan to 8.00 billion yuan, while net profit is expected to fluctuate around 87.7 million yuan in 2024 [13][14]. - The company has experienced a slowdown in revenue and net profit growth over the past four years, indicating a trend of diminishing returns [13]. Market Position - Ketao ranks second in China's smart parking space operation industry with a market share of 3.3%, following a listed competitor, Jieshun Technology [12]. - The company has supported over 68,000 parking lots and 300 million vehicles globally, covering more than 1.3 million parking spaces [12]. Revenue Streams - Ketao's income primarily comes from providing comprehensive smart parking services, including smart solutions, management services, and operational revenue from parking lots [10][12]. - The projected revenues for smart solutions, management, and operations from 2022 to 2024 are approximately 3.91 billion, 1.74 billion, and 824 million yuan, respectively [12].