Group 1 - Xu Yexiang resigned from the positions of director and financial director of Baoxin Technology due to personal reasons, but will continue to hold other roles within the company [1] - The revenue composition of Baoxin Technology for the year 2024 is projected to be 75.42% from intelligent manufacturing and 24.58% from new energy [1] - As of the report date, Baoxin Technology has a market capitalization of 4.1 billion yuan [1] Group 2 - Lium Peiyuan has been appointed as the financial director of Yanjiang Co., Ltd [2] - Liao Hongseng has been appointed as the financial director of Tongfu Microelectronics [2] - Zhu Dan has been appointed as the financial director of China Aluminum [2]

在重大项目进度攻坚中，将在实施分级调度管理、推动投资放量攻坚、化解建设堵点问题等方面多措并举，特 别是抢抓三季度施工黄金期，推动海信长沙智能制造基地、中联矿机、比亚迪汽车零部件产业基地等70个年度 投资超5亿元项目加快建设进度，力争全年产业项目投资完成率120%以上。开展"百日会战"，加快高速公路、 国省干线公路、城市轨道交通、重大市政道路等项目建设，确保京港澳高速扩容工程永安特大桥桩基完成 50%，长沙机场改扩建工程10月份校飞，长赣高铁尽快启动实质性建设，形成更多投资实物量。 今天的项目就是明天的产出。随着"奋战三季度 打赢攻坚战"行动的走实走深，一批重大项目有望从蓝图转化为 实景图，为长沙高质量发展提供持续动力。 一批产业发展项目将投产增效。高创稀土、国华制药、微纳坤宸等产业发展项目有望年内竣工投产。 一批基础设施项目将投运保通。轨道交通2号线西延二期年内开通试运营，浏阳椒花水库供水管网年底全线贯 通、年内实现下闸蓄水，潇湘北路快速化改造、科创大道（湘潭白云路—长沙潇湘大道）、新河水厂提标改造 工程等项目建成。 一批公共服务项目将交付惠民。湘江科学城配套中学、雅礼中学东校区、湖南师范大学附中北校区、长沙 ...

Core Viewpoint - The meeting emphasized the importance of deepening the integration of digital technology and industrialization, focusing on eight key areas, including the promotion of "Artificial Intelligence + Manufacturing" initiatives to enhance efficiency and competitiveness in the manufacturing sector [1][2]. Group 1: Digital Transformation and Policy Support - The digital transformation rate of small and medium-sized enterprises (SMEs) is approximately 40%, highlighting the need for further policy support such as subsidies and tax incentives to bridge the "digital divide" [1]. - The meeting called for the establishment of a product data standard service platform to facilitate data interconnectivity across supply chains, thereby improving the digitalization level of the industry and reducing collaboration costs [1]. Group 2: Artificial Intelligence Integration - The integration of artificial intelligence (AI) with manufacturing is seen as a crucial step for industrial upgrading and reshaping global competitiveness, especially in light of rising labor costs and international supply chain risks [2]. - The "Artificial Intelligence +" initiative aims to explore AI application scenarios and develop high-quality data sets, focusing on smart connected vehicles, AI smartphones and computers, and intelligent manufacturing equipment [2]. Group 3: Technological Foundations - The deep integration of AI and manufacturing relies on breakthroughs in three technological foundations: computing infrastructure, data governance, and algorithm innovation [2]. - Key technologies to be tackled include industrial large models, multi-modal perception, and digital twins, alongside the establishment of a national-level AI open-source community to build a self-controlled technology system [2][3]. Group 4: Industry Transformation - The "Artificial Intelligence + Manufacturing" initiative is expected to trigger chain transformations across multiple industries, with 5G fully connected factories offering new production and operational models [3]. - Custom production thresholds are anticipated to lower significantly, enhancing production flexibility for both traditional manufacturing and tech companies involved in 5G and cloud computing [3].

Core Viewpoint - The article highlights the significant stock performance of "Shangwei New Materials," which has seen a remarkable increase of 1095.10% year-to-date, making it the first tenfold stock in A-shares since 2025, driven by the acquisition by "Zhiyuan Robotics" [1][2]. Group 1: Stock Performance - Shangwei New Materials' stock price closed at 79.27 yuan per share on July 28, 2025, marking a historical high [1]. - The stock's performance is overwhelmingly leading in the market, with the second-best performer, Shutaishen, showing a gain of 527.53%, which is more than half of Shangwei's increase [1]. - Other notable stocks with high year-to-date gains include *ST Yushun, Hengli Drilling Tools, United Chemicals, and Saili Medical, primarily from the basic chemicals, pharmaceutical biology, electronics, and machinery equipment sectors [1]. Group 2: Acquisition and Market Expectations - On July 8, Shangwei New Materials announced a plan to acquire at least 63.62% of its shares through a holding platform established by Zhiyuan Robotics and its core team [1][2]. - The acquisition is expected to transform Shangwei New Materials from a traditional chemical company to a player in the intelligent manufacturing sector, significantly enhancing its valuation potential [2]. - The transaction is seen as a landmark case for new productivity enterprises in A-shares since the implementation of the new "National Nine Articles" and "Merger Six Articles" [2]. Group 3: Trading Risks and Uncertainties - Following the stock price surge, trading risks for Shangwei New Materials have increased, with the company issuing warnings about abnormal trading fluctuations [2][3]. - The completion of the share transfer agreement is subject to regulatory approvals from the Shanghai Stock Exchange and other legal requirements, introducing uncertainties regarding the transaction's finalization [3].

Group 1 - The meeting between the Minister of Industry and Information Technology, Li Lecheng, and the Chairman of the US-China Business Council, Ruisi Bo, focused on discussions in the fields of equipment machinery and intelligent manufacturing [1] - Representatives from major companies such as Thermo Fisher Scientific, Otis Global, and Apple participated in the meeting to communicate their operational developments in China [1] - Li Lecheng emphasized the commitment of the Ministry to provide service guarantees for foreign enterprises and to maintain a fair, just, and open market competition order [1] Group 2 - The Ministry aims to protect the legal rights of various market entities and hopes the US-China Business Council will create favorable conditions for healthy development of industrial cooperation and economic trade between China and the US [1] - There is an encouragement for more US-funded enterprises to invest in China and actively participate in China's new industrialization process, providing more competitive products and services for mutual benefit [1] - Ruisi Bo praised the practical measures taken by the Ministry to support the development of foreign enterprises in China and expressed the Council's commitment to promoting healthy development of US-China economic relations [1]

上海市市长龚正今天(7月29日)会见了法国达索系统公司全球首席执行官帕斯卡.达洛兹一行。龚正说， 上海作为中国最大的经济中心城市，当前正大力培育发展新质生产力，加快构建现代化产业体系，着力 提升产业高端化、智能化、绿色化、融合化水平。我们正打造智能制造产业高地，推动"上海制 造"向"上海智造"转变。欢迎达索系统公司发挥优势所长，加大在沪投资力度，积极支持上海产业升 级。同时，希望公司依托全球客户和业务网络，集聚全球技术、人才、资本等创新要素落户上海，吸引 海内外优质初创企业来沪发展，加快推动科技成果转化，助力上海打造世界级创新生态。上海将一如既 往地打造市场化、法治化、国际化的一流营商环境，为各类企业在沪发展提供更好条件。(上海发布) ...

Group 1 - The core task of the highest decision-making meeting has elevated the goal of anti-involution, which is expected to enhance market confidence through effective policy execution [2] - The current market sentiment is rapidly warming, with investors showing significant confidence in the return of "pro-cyclical style" as the anti-involution policy becomes clearer [4] - The annual investment in the childcare subsidy program has exceeded 100 billion, indicating strong fiscal support for young families and potential for stimulating domestic demand [3] Group 2 - The pro-cyclical sectors, which are highly represented in the A-share market, are expected to gain significant relative advantages as policies shift [2] - The institutionalization and circulation of data assets are seen as key directions for constructing a new factor system, which may drive the digital economy transformation [5] - High-end manufacturing, particularly in robotics and solid-state battery industries, is anticipated to achieve rapid breakthroughs in commercialization and industrialization [6] Group 3 - The current capital market in China is nurturing a "low wavelength flow" new bull market, driven by trust accumulation rather than emotional outbursts [7] - The market's main trend is determined by investor confidence and risk appetite, rather than sustained profit growth [7] - The expectation of a policy shift towards pro-cyclical assets may lead to a revaluation of the bond market as a "deflation asset" [4]

Group 1 - The event focused on the theme of "Artificial Intelligence and Intelligent Manufacturing," attracting over 200 experts, scholars, high-level talents, and representatives from enterprises [1] - The integration of artificial intelligence (AI) and intelligent manufacturing is becoming a core force driving industrial upgrades [3] - AI is seen as a key to overcoming the transformation challenges faced by the manufacturing industry, enabling dynamic optimization systems and full-chain intelligent management from production to service [3] Group 2 - AI's core value lies in solving complex problems that traditional methods struggle with, particularly in precision manufacturing [5] - An example highlighted was the development of dental implants, where AI optimization improved design parameters to a micron level, breaking foreign technology monopolies [5] - AI not only enhances manufacturing efficiency but also reduces costs, providing new pathways for the transformation and upgrading of China's manufacturing industry [5] Group 3 - The event included a "Academician's Salon" segment, with over 40 enterprises and institutions participating [7] - Companies such as Fipeng Bio, Weishi Baike, and others engaged in discussions with the academician regarding AI applications, health management, and customized AI solutions [7] - There is an expectation to deepen industry-academia-research cooperation through these discussions and project collaborations [7]

证券代码：688215 证券简称：瑞晟智能 公告编号：2025-027 浙江瑞晟智能科技股份有限公司 关于修订《公司章程》及相关治理制度的公告 本公司董事会及全体董事保证本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、准确性和完整性承担个别及连带责任。 浙江瑞晟智能科技股份有限公司（以下简称"公司"）于 2025 年 7 月 28 日召开第四届董事会第十次会议，审议并通过《关于修订 <公司章程> 并办理工商 变更登记的议案》《关于修订公司部分治理制度的议案》等议案,同日召开第四 届监事会第八次会议，审议并通过《关于修订 <公司章程> 并办理工商变更登记的 议案》。现将具体情况公告如下： 一、章程修订情况 根据《中华人民共和国公司法（2023 年修订）》《关于新 <公司法> 配套制 度规则实施相关过渡期安排》《上市公司章程指引（2025 年修订）》等相关法 律法规、规范性文件的规定，结合公司实际情况，公司将不再设置监事会和监事， 监事会的职权由董事会审计委员会行使。同时根据相关法律法规、规范性文件的 规定并结合上述变更情况，对《浙江瑞晟智能科技股份有限公司章程》（以下简 称"《公司章 ...

Core Viewpoint - Zhuhai Economic and Technological Development Zone is actively exploring 5G application scenarios, integrating new information technology with advanced manufacturing to drive digital transformation and regional development [1][2]. Group 1: 5G Application Scenarios - The development zone has identified 12 major 5G application scenarios across seven fields, including advanced manufacturing, digital infrastructure, traffic management, and emergency response [2]. - These scenarios are interconnected, forming a comprehensive digital management model that enhances the operation of smart factories [2]. Group 2: Steam Pipeline Smart Management Platform - The steam pipeline smart management platform exemplifies efficient energy utilization, integrating multiple heat sources and optimizing energy use in chemical parks [3]. - The platform has established approximately 78 kilometers of steam pipeline, serving over 100 enterprises and supplying more than 3 million tons of steam annually, while saving about 500,000 tons of standard coal each year [3]. Group 3: LNG Green Computing Center - The LNG green computing center project aims to combine green energy with digital economy, significantly reducing cooling energy consumption by over 50% compared to traditional computing centers [4]. - This project is expected to be operational in the third quarter of this year and will support the construction of a "cloud smart city" in Zhuhai [4][5]. Group 4: Ecological Safety Measures - The development zone has implemented a hazardous gas early warning system that monitors emissions from nine enterprises, covering 86 key companies [6]. - The investment of 6.44 million yuan in this platform allows for real-time monitoring of 23 pollutants, enhancing ecological safety [6]. Group 5: Future Prospects - The development zone is positioned to become a testing ground for new technologies and a hub for emerging industries, driven by innovative 5G applications and technological breakthroughs [7].