Core Insights - The new policy in Lingang New Area expands the scope of financial leasing project companies to include four key sectors: new energy, power batteries, intelligent manufacturing, and industrial mother machines, providing targeted financial support for cutting-edge industries [1][2] - Financial leasing services allow companies to acquire the use of large equipment or assets without immediate full payment, easing cash flow and balance sheet pressures [1] - The expansion of leasing objects to include integrated circuit equipment and computing power center equipment aims to support sustainable development in the industry [2] Summary by Sections Financial Leasing Policy - The new policy allows financial leasing companies to establish Special Purpose Vehicles (SPVs) in Lingang, broadening the leasing object range beyond traditional assets to include advanced manufacturing equipment [1][2] - Since the pilot program began, over 160 financial leasing companies have participated, with more than 50% establishing SPVs in the area, and six companies have completed pilot projects with total assets nearing 4 billion yuan [2] Cross-Border Leasing Opportunities - The policy is expected to significantly increase the scale of cross-border leasing business, particularly in computing power and new energy equipment, leading to heightened demand for cross-border guarantees and asset valuation [3] - Future plans include attracting more legal, evaluation, and tax service institutions to provide specialized services through a one-stop financial leasing service platform [3]

Core Insights - Haidian District has shown significant economic vitality with 14,800 new registered companies in the first half of the year, including 6,902 technology companies, indicating a robust innovation environment [1][2] - The district has introduced the "Haidian Eight Measures" to enhance business resilience, innovation vitality, and global competitiveness [2][3] Group 1: Economic Development - Haidian District's economic output has consistently ranked first in the city, supported by a strong economic foundation [1] - The district is accelerating the construction of a modern industrial system characterized by "1+X+1," focusing on becoming a global hub for artificial intelligence innovation [1][2] Group 2: Artificial Intelligence and Emerging Industries - Haidian leads the nation in the artificial intelligence sector with over 1,900 AI companies and 95 registered large models, accounting for nearly 70% of the city's total [2] - The district is fostering strategic emerging industry clusters in fields such as healthcare, integrated circuits, and commercial aerospace, and has been approved as the city's first pilot area for future industries [2] Group 3: Business Support Measures - The "Haidian Eight Measures" include 9 specific initiatives aimed at reducing hidden costs for businesses through institutional innovation and technological empowerment [2][3] - Establishment of business environment workstations in neighborhoods to provide direct policy consultation and resource matching for companies [2][3] Group 4: Talent Development - Haidian District has a talent pool of 2.0045 million, representing about one-quarter of the city's total, and houses 646 academicians, accounting for 35.8% of the national total [3] - The district is piloting a youth talent innovation and entrepreneurship ecosystem, offering various housing options and financial support for talent development [3] Group 5: Innovation Ecosystem - The district is developing China's first artificial intelligence innovation district, creating 100 AI demonstration application scenarios to support talent development [4] - Initiatives include hosting international forums and forming alliances to enhance collaboration with global talent organizations [4]

Economic Performance - Zhejiang's economy has shown resilience and progress, achieving a stable operation with significant growth in key economic indicators [2][6] - From January to May, Zhejiang's exports reached 1.69 trillion yuan, a year-on-year increase of 9.6%, accounting for 15.9% of the national total [2][11] - The province's contribution to national export growth was 20.7%, ranking first in the country [2] Consumption and Investment - In May, Zhejiang's retail sales of consumer goods totaled 338.4 billion yuan, with a year-on-year growth of 7.2%, marking the second-highest growth since 2025 [2] - Fixed asset investment in Zhejiang from January to May grew at the highest rate among the four eastern provinces, with project investment increasing by 12.1% [3][5] Industrial Growth - The industrial economy in Zhejiang has consistently outpaced national growth, with a 8.9% increase in industrial added value in the first quarter [5] - Despite challenges such as high tariffs, the industrial growth rates for April and May remained above the national average [5] Innovation and New Products - Zhejiang has seen a surge in innovation, with high-tech manufacturing and strategic emerging industries showing significant growth [9] - New product output rates reached 41.7%, indicating a strong focus on innovation and technology [9] Government Support and Policies - The provincial government has implemented a robust economic policy framework, maintaining a fiscal budget exceeding 104.2 billion yuan to support economic activities [12] - The government has also launched initiatives to boost consumption, resulting in improved consumer data [12] Private Sector Resilience - The private sector in Zhejiang has demonstrated strong resilience, with private industrial enterprises' added value increasing by 5.9% from January to May [15] - The number of foreign trade enterprises in the province reached 106,000, with private enterprises accounting for 81.7% of total trade value [15]

气派科技股份有限公司章程 （2025 年 7 月） 气派科技股份有限公 司 公司章程 气派科技股份有限公司 公司章程 第一章 总 则 目 录 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和 行为，根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）等有关法律、法规和其他有关规定， 制订本章程。 第二条 气派科技股份有限公司（以下简称"公司"）系依照《公司法》等法 律、法规、规范性文件的有关规定成立的股份有限公司。 公司是由深圳市气派科技有限公司按照截至 2013 年 3 月 31 日经审计的账面 净资产值折股整体变更设立，在深圳市市场监督管理局注册登记并取得营业执 照，统一社会信用代码为 914403007954196722。 第三条 公司于2021年5月18日经中国证券监督管理委员会（以下简称"中国 证监会"）注册，首次向社会公众发行人民币普通股26,570,000股，于2021年6月 第四条 公司注册名称：气派科技股份有限公司。 英文名称：China Chippacking Technology Co., Ltd. 第五条 公司住 ...

值得注意的是，这其中的"X"包含海淀前瞻布局的未来产业新赛道。海淀区推动具身智能加速集聚， 以"大脑-小脑-本体"为核心，实现全栈式布局。同时，加快量子科技产业化进程，初步形成量子计算、 量子通信、量子精密测量三大领域产业链条。 建设具有全球影响力的人工智能创新策源地和产业高地 唐超介绍，海淀区坚持以人工智能为引领赋能千行百业，以科技服务业为支撑，提升创新资源的聚合能 力，加快壮大战略性新兴产业，前瞻布局未来产业，积极构建"1+X+1"现代化产业体系。 前面的"1"，是建设具有全球影响力的人工智能创新策源地和产业高地。海淀区已成为全国人工智能领 域产业基础最好、人力资源最密集、产品迭代最活跃的地区。 2024年，海淀区人工智能核心产业规模达2822亿元，年增速达30%，规模占全市80%。建设公共算力平 台生态网络，汇聚京津冀蒙新超8万P绿色算力资源，模型语料中心汇聚数据总量达到PB级，落地中关 村学院等国家级平台，打造人工智能创新街区、AI原点社区、AI北纬社区等创新空间。 后面的"1"，是全面提升科技服务业创新资源聚合能级。唐超表示，如果说人工智能是海淀区产业发展 的"领头雁"，科技服务业就是产业稳健发展的 ...

高质量发展综合绩效评价连续四年全市第一，位居"投中2024年度中国最具创投价值城区榜单"之首，北 京海淀近年来抓紧抓实各项工作，在发展新质生产力、加快建设世界领先科技园区方面不断取得新进展 新成效。 海淀为什么能成为中国最具创投价值城区？7月17日下午，海淀区委副书记、区长李俊杰在北京市举行 的"一把手发布·京华巡礼"海淀专场发布会上，从经济高质量发展、科技创新示范、保障民生和推进美 丽海淀建设等方面，解读海淀取得发展成绩的"密码"。 海淀GDP全市占比已连续两年保持四分之一强，人工智能产业领跑全国 海淀区经济总量大、增速稳。"十三五"以来，经济总量保持全市第一。2021年地区生产总值突破万亿 元；2023年和2024年分别达12155.2亿元和12907.1亿元，全市占比连续两年保持四分之一强；今年上半 年地区生产总值6636.8亿元，同比增长6.9%，全市占比26.5%。"十四五"以来，地区生产总值年均增长 6.3%，彰显了海淀经济强劲的韧性和活力。 另一方面，经济结构优、成色好。高精尖结构特点鲜明，今年一季度六大主导产业增加值占地区生产总 值比重超80%，其中信息传输、软件和信息技术服务业对区域经济增长 ...

台积电(TSM.N)：预计第三季度营收将在318亿至330亿美元之间。 ...

台积电(TSM.N)第二季度净利润同比增长61%。 ...

Group 1 - TSMC reported a gross margin of 58.6% for the second quarter, exceeding market expectations of 57.9% [1]

资料显示，甬矽电子(宁波)股份有限公司于2022年11月在上交所科创板上市,股票简称:甬矽电子,股票代 码:688362。公司成立于2017年11月,主要从事集成电路封装和测试方案开发、不同种类集成电路芯片的 封装加工和测试。公司以中高端封装及先进封装技术和产品为主,一期厂区占地面积约126亩,总投资约45 亿元,主要生产QFN/DFN、WBLGA、WBBGA等中高端先进封装形式产品。二期总占地500亩,总投资 111亿,以先进晶圆级封装为主,技术涉及Fan-inWLCSP、Fan-outWLP、FCCSP、FCBGA、2D堆叠POP及 2.5D/3D先进封装等。 根据最新一期财务数据，2025年1月-3月，甬矽电子实现营业收入9.455亿元，同比增加30.12%；归属净 利润2460.23万元，同比增加169.4%；扣非净利润-0.281亿元，同比增加38.95%。 7月17日，甬矽转债盘中上涨2.03%报129.621元/张，成交额2.27亿元，转股溢价率31.73%。 资料显示，甬矽转债信用级别为"A+"，债券期限6年（本次发行的可转换公司债券票面利率设定为:第一 年0.20%,第二年0.40%,第三年 ...