封面新闻记者 罗石芊 徐湘东 伍雪梅 伍勇 7月18日，2025年凉山彝族火把节重大产业链招商引资项目集中签约仪式在四川西昌举行。现场，凉山州共签约项目83个，总投资额889.81亿元，其中， 26个代表项目上台签约。此次签约项目涵盖钒钛、稀土、航空航天和低空经济、清洁能源、生物医药等10个产业链，将为凉山州构建更具特色优势的现代 化产业体系注入新动能。 从6月25日至7月25日，以"激情火把节•共筑新未来"为主题的2025年凉山彝族火把节重大产业链招商引资活动在凉山开展。为期一个月的活动中，除了重 大产业链招商引资项目集中签约仪式外，还举行了钒钛、航空航天和低空经济、文化旅游3条产业链投资合作机遇发布会。同时，为充分借助火把节关注 度和节日人气，凉山州17县（市）深入开展形式多样的招商系列行动，累计外出招商超百次，推动70个在谈项目落地，完成"每链3项目、每县3项目"签约 目标。 签约仪式 图据主办方 活动现场 图据主办方 凉山州相关负责人表示，这一系列招商活动，全面展示凉山的资源优势、产业基础、投资环境和发展潜力。凉山州将进一步加强产业招商，促进文化与经 济深度融合发展，推动一批项目签约落地。 今年以来， ...

不过，Meta并非唯一一个对欧盟新规表示反对的科技巨头。此前，荷兰芯片设备巨头阿斯麦 (ASML.US)与欧洲航空航天巨头空客等公司也曾联名致信欧盟，呼吁将行为准则的执行时间延后两年。 Kaplan在帖文中表示："我们认同这些企业的担忧，认为此类过度监管将限制前沿AI模型在欧洲的开发 与部署，也会扼杀那些希望基于AI模型构建商业模式的欧洲公司。" 与Meta持相反态度的是OpenAI，该公司已于上周承诺签署该准则。 值得一提的是，Kaplan于今年接替Nick Clegg出任Meta全球事务主管。他曾在Facebook担任美国政策副 总裁，也曾在美国前总统乔治·W·布什政府中任职。 智通财经APP获悉，Meta Platforms(META.US)拒绝签署欧盟针对通用人工智能模型制定的《人工智能行 为准则》，理由是该准则存在"监管过度"，将会抑制企业创新发展。Meta全球事务负责人Joel Kaplan在 社交媒体上公开表达了这一立场。 "欧洲正在AI监管上走一条错误的道路，"Kaplan在周五的帖子中写道，"这份行为准则引入了诸多法律 不确定性，并包含了一些远超《人工智能法案》原意的措施。" 欧盟委员会上周 ...

证券代码：600150 证券简称：中国船舶 上市地：上海证券交易所 证券代码：601989 证券简称：中国重工 上市地：上海证券交易所 中国船舶工业股份有限公司 换股吸收合并中国船舶重工股份有限公司 暨关联交易报告书摘要 吸并方 被吸并方 中国船舶工业股份有限公司 中国船舶重工股份有限公司 中国（上海）自由贸易试验区浦东大道 1 号 北京市海淀区昆明湖南路 72 号 吸并方独立财务顾问 被吸并方独立财务顾问 二〇二五年七月 公司声明 一、吸收合并双方及其全体董事、高级管理人员保证重组报告书及其摘要内 容的真实、准确、完整，并对其虚假记载、误导性陈述或重大遗漏负相应的法律 责任。 二、吸收合并双方控股股东及全体董事、高级管理人员承诺，如就本次交易 所提供或披露的信息因涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立 案侦查或者被中国证监会立案调查的，在案件调查结论明确之前，将暂停转让各 自在吸收合并双方拥有权益的股份，并于收到立案稽查通知的两个交易日内将暂 停转让的书面申请和股票账户提交吸收合并双方董事会，由董事会代承诺人向证 券交易所和登记结算公司申请锁定；未在两个交易日内提交锁定申请的，授权董 事会核实后 ...

Group 1 - The primary market is experiencing a "real but not dramatic" recovery in the first half of 2025, with investors showing a "calm confidence" in their investment decisions [2][4] - The frequency of investments has increased, with many institutions making more than five investments in the first half of the year, a significant rise compared to the previous year [4][18] - The valuation structure is stabilizing, with a reduction in valuation discrepancies between primary and secondary markets, which is crucial for investor confidence in exits [6][7] Group 2 - Hong Kong has surpassed A-shares as the primary exit channel for investments, with over half of the surveyed investors preferring IPOs in Hong Kong [8][15] - The main reasons for favoring Hong Kong IPOs include high process certainty, improved liquidity, and reasonable issuance valuations [13][15] - Nearly 50% of investors believe that the pace of Hong Kong IPOs will continue to rise, with many actively communicating with portfolio companies to expedite IPO preparations [15][17] Group 3 - The most active sectors in the primary market are embodied intelligence and AI applications, driven by significant financing events and the gradual industrialization of AI [20] - However, many projects in these sectors are still in the demo stage, leading to concerns about high valuations without clear revenue support [20][22] - Investors are shifting focus towards projects with proven revenue capabilities and those with technological barriers in hardware components [20][27] Group 4 - There is a notable decline in interest in sectors like aerospace and low-altitude economy, attributed to their reliance on policy support and unclear commercialization paths [24] - The investment sentiment in the medical sector has shifted from "cold observation" to "selective investment," focusing on profitable projects and AI applications in healthcare [25][27] - The focus on North America has decreased significantly, with Southeast Asia and Europe emerging as new focal points for investment [29][32] Group 5 - Companies are encouraged to reduce reliance on the U.S. market by diversifying supply chains and exploring alternative overseas markets to mitigate risks associated with tariffs [38] - The global strategy is evolving from "going out" to leveraging international capital markets for returns, highlighting the importance of diverse market opportunities [38][39] - Investors are now more focused on evaluating exit paths, technological barriers, and industry linkages rather than chasing high valuations [39]

本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 证券代码：688237 证券简称：超卓航科 公告编号：2025-047 湖北超卓航空科技股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 ? 特别风险提示：尽管公司仅投资于安全性高、流动性好的投资产品（包 括但不限于结构性存款、大额存单等），但金融市场受宏观经济的影响较大，公 司将根据经济形势以及金融市场的变化适时适量地介入，但不排除该项投资受到 市场波动的影响。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意湖北超卓航空科技股份有限公司首次 公开发行股票注册的批复》（证监许可2022850 号）核准，公司首次公开发行 股票 2,240.0828 万股，每股发行价格为人民币 41.27 元，募集资金总额为人民币 上述募集资金到位情况已经天职国际会计师事务所（特殊普通合伙）验证，并由 其出具天职业字202235475 号《验资报告》。 上述募集资金已全部存放于募集资金专户管理，公司及相关子公司与存放募 集资金的商业银行、保荐机构签订了募集资金监管 ...

本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 湖北超卓航空科技股份有限公司（以下简称"公司"）第三届董事会的任期 即将届满。根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上 海证券交易所科创板股票上市规则》、《上海证券交易所科创板上市公司自律监 管指引第 1 号—规范运作》和《湖北超卓航空科技股份有限公司章程》（以下简 称"《公司章程》"）等相关规定，公司开展董事会换届选举工作，现将相关情 况公告如下： 一、董事候选人提名情况 证券代码：688237 证券简称：超卓航科 公告编号：2025-049 湖北超卓航空科技股份有限公司 关于董事会换届选举的公告 鉴于公司第三届董事会将于 2025 年 8 月 7 日届满，公司股东李光平先生向 公司董事会提名李光平、蒋波哲、郭霖、陈垚为公司第四届董事会非独立董事候 选人，提名黄亿红、周洁、赵升吨为公司第四届董事会独立董事候选人；公司股 东某国家产业投资基金提名孙继光为公司第四届董事会非独立董事候选人。上述 董事（含独立董事，下同）候选人简历附后。 二、提名委员会审查意见 ...

General Principles - The management system for the shares held by the board of directors and senior management of Hubei Chaozhuo Aviation Technology Co., Ltd. is established to strengthen the management of shareholding and changes in accordance with relevant laws and regulations [1][2]. Share Transfer Rules - Directors and senior management are prohibited from transferring shares under certain conditions, including within one year of the company's stock listing and within six months after leaving their positions [2]. - Specific circumstances that restrict share transfers include investigations by regulatory authorities and administrative penalties [2]. Trading Restrictions - Directors and senior management are not allowed to buy or sell company shares during specific periods, such as 15 days before the annual or semi-annual report announcements [3][4]. - A six-month prohibition on reverse trading is enforced after any legal purchase or sale of shares [4]. Reporting and Disclosure Management - The company secretary is responsible for managing the data and information regarding the shareholdings of directors and senior management, ensuring timely and accurate reporting [5][6]. - Any changes in shareholdings must be reported within two trading days, including details such as the number of shares held before and after the change [8][9]. Penalties for Violations - Violations of the share trading rules may result in the recovery of profits and other penalties imposed by the China Securities Regulatory Commission [10][11]. - Serious violations can lead to market bans for responsible individuals [11]. Additional Provisions - The management system will be revised and interpreted by the board of directors and will take effect upon approval [12][13].

General Principles - The internal audit management system aims to enhance internal management and control, ensure compliance, provide reliable information for decision-making, protect investors' rights, and improve operational efficiency [1][2] - Internal audit is defined as an evaluation activity conducted by the internal audit department to assess the effectiveness of internal controls, risk management, and the authenticity and completeness of financial information [1][2] Internal Audit Structure and Personnel - The company establishes an audit committee under the board of directors and sets up an internal audit department responsible for supervising business activities, risk management, and financial information [2][3] - The internal audit department operates independently and reports directly to the audit committee, ensuring it is not under the leadership of the finance department [2][3] Responsibilities and Authority of the Internal Audit Department - The internal audit department is responsible for evaluating the completeness and effectiveness of internal control systems, auditing financial documents, and monitoring compliance with regulations [3][4] - The department must maintain independence and confidentiality in its operations, with audit evidence being adequately documented and archived for at least ten years [5][6] Specific Audit Implementation Measures - The internal audit department is required to conduct evaluations of internal controls at least annually and submit reports to the audit committee [6][8] - Regular checks on significant events such as financial transactions and related party dealings must be conducted, with findings reported to the audit committee [6][8] Information Disclosure - The internal audit department is responsible for organizing and implementing internal control evaluations, which are then reviewed by the board and audit committee [9][10] - Annual internal control evaluation reports must be disclosed alongside the company's annual report, including any non-standard audit opinions from external auditors [9][10] Rewards and Responsibilities - Internal audit personnel who make significant contributions should be recognized and rewarded, while those who abuse their power or violate regulations may face disciplinary actions [29][30] - The company can recommend corrective actions or disciplinary measures against audited units or individuals who violate regulations [30][31] Supplementary Provisions - The internal audit management system applies to the company and its subsidiaries, with modifications made as necessary based on regulatory requirements [32][33] - The board of directors is responsible for interpreting the system, which takes effect upon approval [34]

文/新浪财经上海站 陈秀颖 7月16日，上海世博展览馆群贤毕至，GTF2025第十二届航空动力和燃气轮机聚焦大会暨展览会在此盛 大开幕。 梅特科航空科技有限公司（以下简称"梅特科航空"）于展会期间隆重举行战略合作签约仪式，在C033 展位与中船重工龙江广瀚燃气轮机有限公司、青岛中科国晟动力科技有限公司、上海万泽精密铸造有限 公司、华瑞（江苏）燃机服务有限公司四家行业领军企业正式缔结深度合作关系。 此举被视为中国航空发动机和燃气轮机（以下简称"两机"）关键零部件领域"产学研用"全链条协同创新 的关键一步。 签约仪式上，梅特科航空总经理于昊君博士向新浪财经阐述了此次合作的深远意义。 他表示："此次携手龙江广瀚、中科国晟、万泽精密和华瑞燃机四家实力雄厚的伙伴，是梅特科航空推 动两机国产化战略落地的重要里程碑。" 他强调了多方优势互补、目标一致，并具体介绍了合作的着力点："我们将与龙江广瀚重点聚焦高性能 涂层技术的联合开发与应用；与中科国晟深化燃气轮机热端部件涂层及先进维修技术的合作；与万泽精 密加强在精密铸造部件涂层处理方面的技术融合；与华瑞燃机共同推进先进的氟离子清洗技术在发动机 维护保障中的创新应用。" 于昊君 ...

Group 1 - The core index, the CN Industrial Composite Index, has shown a significant increase of 5.77% over the past month, 11.65% over the past three months, and 6.12% year-to-date, reaching 2538.90 points [1] - The index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, categorized according to the China Securities Index industry classification standards [1] - The top ten weighted stocks in the index include CATL (6.36%), China Railway Shanghai Group (1.49%), China State Construction Engineering (1.15%), and others, indicating a diverse representation of key sectors [1] Group 2 - The market capitalization distribution of the index shows that Shenzhen Stock Exchange accounts for 47.12%, Shanghai Stock Exchange for 44.98%, and other exchanges like Hong Kong and New York have smaller shares [2] - In terms of industry representation, the index is heavily weighted towards electric power equipment (29.21%) and machinery manufacturing (28.67%), with transportation and construction also holding significant portions [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains relevant to current market conditions [3]