同花顺（300033）果指数涨幅扩大至4%，鹏鼎控股（002938）触及涨停，蓝思科技（300433）、工业 富联（601138）涨超9%，东山精密（002384）涨超8%创历史新高，立讯精密（002475）涨超5%。 暗盘资金正涌入这些股票，点击速看>>> ...

富士康又传来大消息！ 据彭博援引知情人士报道，富士康科技集团(Foxconn Technology Group)要求数百名中国工程师和技术人员离开 其在印度的iPhone工厂，这给苹果(Apple)公司在印度扩大生产的努力造成了打击。彭博称，目前尚不清楚富士 康让这些员工回国的原因。 知名电子行业分析师郭明錤表示，中国大陆员工回国这件事的影响几乎可忽略。首先，富士康在印度iPhone工 厂的中国大陆员工本来就很少；其次，富士康在印度iPhone工厂的产能是由中国台湾地区员工建立的，而不是 大陆员工；在印度iPhone工厂的中国大陆员工陆续回国是早已规划的，苹果也完全知情。今天，富士康旗下A 股——工业富联股价大涨超8%。 富士康的大消息 彭博社报道称，富士康要求数百名中国工程师和技术人员离开其在印度的iPhone工厂，这给苹果公司在这个南 亚国家扩大生产的努力造成了打击。 据彭博报道，从两个月前开始，富士康的许多中国员工被告知要飞回国。目前尚不清楚富士康让这些员工回国 的原因。富士康是苹果公司最大的iPhone组装商。一位苹果公司的代表不予置评。富士康亦未回应彭博的电邮 置评请求。 彭博社报道称，这一变动对苹 ...

彭博：富士康两个月前开始要求数百名中国工程师和技术人员离开印度iPhone工厂，乘坐飞机回国。其中一位知情人士称，300多名中国大陆员工已撤离，留在印度的主要是来自台湾的支援人员。彭博社称撤离原因未明，但今年早些时候报道称，中国官员曾口头鼓励监管机构和地方政府限制向印度和东南亚的技术转让和设备出口。 ...

Market Overview - The S&P 500 index rose by 0.47% to reach a new all-time high, while the Nasdaq increased by 0.94%, and the Dow Jones experienced a slight decline of 0.02% [3] - Technology stocks saw significant gains, with Tesla up over 4%, Oracle up over 5%, and Nvidia and Apple both rising over 2% [3] - The employment data for June indicated a decrease of 33,000 jobs in the private sector, falling short of the expected increase of 98,000 jobs, with the previous month's growth revised down to 29,000 [3] Regulatory Developments - The China Securities Regulatory Commission (CSRC) emphasized the importance of maintaining market stability as a primary regulatory task, aiming to create a favorable environment for high-quality capital market development [4] - The first batch of science and technology innovation bond ETFs has been approved, with six funds set to be listed on the Shanghai Stock Exchange, tracking indices that focus on AAA-rated technology innovation company bonds [5] Corporate Actions - Jiangnan Water announced that Lianan Life Insurance has increased its stake to 5.03% through market purchases [6] - Hainan Highway is planning to acquire a 51% stake in Hainan Jiao Control Petrochemical, which will become a subsidiary upon completion of the transaction [7] - Luxshare Precision is in the process of planning an H-share issuance and listing on the Hong Kong Stock Exchange [8] Share Buybacks - Kweichow Moutai reported a total of 72,000 shares repurchased in June, representing 0.0057% of its total share capital, with a total expenditure of 102 million yuan [9][10] Investment Outlook - Guotai Junan Securities predicts that the stock market will have upward potential before the end of July, driven by domestic industrial innovation and a systematic reduction in market discount rates [10] - CITIC Securities suggests focusing on innovative drug sectors supported by domestic policies, indicating a positive outlook for the sector's growth in the second half of the year [10]

Group 1: Regulatory and Market Stability - The China Securities Regulatory Commission emphasizes maintaining market stability as the primary regulatory task, aiming to create a favorable environment for high-quality capital market development [1] - The commission plans to optimize mechanisms for stock and bond financing, mergers, and acquisitions to support technological and industrial innovation [1] Group 2: Investment Projects - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two重" construction projects for 2025, completing the annual allocation of 800 billion yuan for 1,459 projects [1] - Key areas of investment include ecological restoration, major transportation infrastructure, and urban underground pipeline construction [1] Group 3: A-Share Market Activity - In the first half of the year, A-share new accounts reached 12.6 million, a year-on-year increase of 32.77% compared to 9.49 million in the same period last year [2] Group 4: Tesla's Performance - Tesla reported a production of 410,244 vehicles and deliveries of 384,122 vehicles in Q2 2025, with Model 3/Y accounting for 373,728 deliveries [3] - The company also achieved a storage product installation of 9.6 GWh in the same quarter [3] Group 5: Luxshare Precision's IPO Plans - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange, currently discussing specific details with intermediaries [4] Group 6: CATL's Investment in Indonesia - CATL's subsidiary is part of a consortium investing nearly 6 billion USD in a nickel resource and battery industry project in Indonesia, with plans to produce batteries for 200,000-300,000 electric vehicles annually [5] - The project is expected to produce 142,000 tons of nickel and 30,000 tons of cathode materials annually, along with the capacity to process about 20,000 tons of used batteries [5] Group 7: U.S.-Vietnam Trade Agreement - The U.S. has reached a trade agreement with Vietnam, with President Trump announcing that all goods exported from Vietnam to the U.S. will face at least a 20% tariff [6] Group 8: U.S. Stock Market Performance - Major tech stocks rebounded, leading the S&P 500 and Nasdaq to new closing highs, with significant gains in companies like Tesla, Oracle, and Nvidia [7] - The Dow Jones experienced a slight decline of 0.02% amidst the overall market rally [7]

Regulatory News - The China Securities Regulatory Commission emphasizes maintaining market stability as a primary regulatory task and promotes the establishment of a normalized market stabilization mechanism [1][5] - Starting from August 1, cash purchases of gold exceeding 100,000 yuan will need to be reported [2][3] Industry News - In June, 1.65 million new A-share accounts were opened, representing a year-on-year increase of 53% [2][6] - The Guangzhou Housing Provident Fund Management Center is soliciting opinions on a draft policy for converting commercial loans to public housing loans when the personal loan rate is below 75% [7] - The Shanghai superconducting material and headquarters base, with an investment of 2.5 billion yuan, has officially started construction, marking it as the largest project in the superconducting field globally [8] - The average wholesale price of eggs in Beijing decreased by 11.23% month-on-month and 26.43% year-on-year in June [7] Company News - Luxshare Precision announced plans for overseas share issuance (H-shares) and listing on the Hong Kong Stock Exchange [10] - Yonghui Supermarket reported that JD World Trade has reduced its stake in the company by 1.26% during the reduction period [10] - Jiangnan Water announced that Lianan Life Insurance has increased its stake in the company through the secondary market [10] - Guizhou Moutai has repurchased 3.3821 million shares as of the end of June, with a total expenditure of 5.202 billion yuan [11] - Tianqi Lithium announced a lawsuit against Yongtai Technology for commercial secret infringement, with expected economic losses of 888 million yuan [13]

Core Insights - The core focus of the articles is on the development and growth of the optoelectronic information industry in Xiaochang County, particularly highlighting the achievements of Longteng Electronics in producing high-precision printed circuit boards (PCBs) and other advanced electronic components [1][2][3]. Company Insights - Longteng Electronics has implemented over a hundred processes to produce high-precision PCBs, collaborating with local universities to enhance their manufacturing techniques [1]. - The company has developed new products such as high-frequency circuit boards and buried copper circuit boards, which have gained market acceptance [1]. - Longteng Electronics was founded in 2015 and has since focused on high-end products and technological innovation, with over 80 R&D personnel and an annual R&D expenditure exceeding 3% of sales revenue [2]. - The company has received over 70 patents and has been recognized as a high-tech enterprise and a national-level "specialized and innovative" small giant [2]. Industry Insights - The optoelectronic information industry has become a leading sector in Xiaochang County, with an industrial output value projected to reach 3 billion yuan in 2024 and employing over 3,500 people [3]. - The local government has actively supported enterprises in enhancing their research capabilities, establishing innovation platforms, and incentivizing the creation of research institutions [3]. - The expected industrial output value for the optoelectronic information sector in Xiaochang is projected to reach 4 billion yuan by 2025 [3].

Core Viewpoint - Foxconn Industrial Internet Co., Ltd. has announced the progress of its share repurchase plan, which aims to enhance shareholder value and maintain the company's market position [1]. Summary by Sections Share Repurchase Plan - The share repurchase plan was first disclosed on April 15, 2025, proposed by the board of directors [1]. - The implementation period for the repurchase is from April 30, 2025, to April 29, 2026 [1]. - The expected repurchase amount ranges from RMB 500 million to RMB 1 billion [1]. - The purpose of the repurchase is to maintain company value and protect shareholder rights [1]. Progress of Share Repurchase - As of June 30, 2025, the company has repurchased a total of 7,697,400 shares, representing 0.04% of the total share capital [1]. - The total amount spent on repurchases is RMB 147.0894 million [1]. - The repurchase price ranged from RMB 18.40 to RMB 19.84 per share [1]. Compliance and Future Actions - The company will adhere to relevant regulations and guidelines during the repurchase process and will disclose information regarding the progress of the repurchase in a timely manner [1].

消息人士称中金公司、中信和高盛正在筹划立讯精密在香港的股票发售。立讯精密或寻求在香港上市募 资逾10亿美元。（彭博） ...

消息人士：中金公司、中信和高盛正在筹划立讯精密在香港的股票发售。 ...