Group 1 - The core viewpoint is that the Yangtze River Delta is reshaping the consumer market landscape through innovative scenarios, with a focus on creating immersive and interactive consumption experiences [1][2][3] - The 2025 Shanghai Best Tourism New Scenario Competition revealed 66 award-winning projects that outline the upgrade path for consumer scenarios in the Yangtze River Delta [1] - Various regions are implementing policies to support scene innovation, leading to a collaborative evolution in consumption rather than isolated efforts [1][3] Group 2 - Jiangsu is innovating with a "sports + culture + night shopping" integration path, significantly boosting consumer engagement through events and promotions [2] - Shanghai is actively designing consumption scenarios and policies, with initiatives like the "Elderly Fashion Consumption Street" attracting over 200 million visitors annually [2] - The "Satisfaction Consumption Yangtze River Delta" initiative aims to enhance consumer rights and optimize the consumption environment through collaborative governance [3] Group 3 - The Yangtze River Delta is accelerating urban-rural consumption integration, enhancing logistics networks and improving consumer facilities in rural areas [4] - Digital technologies are becoming foundational capabilities in the consumption ecosystem, with innovative projects showcasing the integration of technology and consumer experiences [4] - The region is facing challenges such as cross-regional regulatory coordination and urban-rural consumption disparities, prompting the exploration of practical solutions [5] Group 4 - The Yangtze River Delta is establishing a global benchmark for consumption transformation, combining human-centered experiences, digital infrastructure, and regional governance [5] - The G60 Science and Technology Innovation Corridor is fostering cross-regional collaboration in technology and industry, enhancing global competitiveness [6] - The launch of the "Conference City" fund in Hangzhou aims to empower the sports and exhibition industries, promoting large-scale consumer events [7]

投资界7月2日消息，近日，珠海市申科谱工业科技有限公司（以下简称"申科谱工业"）宣布完成超亿元 B+轮融资，本轮融资由锦富资本、珠海科创投、珠海高新投、云启资本、空港创投、昊君资本共同参 与，云岫资本担任独家财务顾问。本轮融资将主要用于核心技术的迭代升级、市场拓展、国际化战略布 局及绿色可持续发展。 申科谱工业拥有42年品牌历史，是一家专注于高端标准工业设备设计和生产的国际化公司，目前已服务 世界500强客户超20家。公司分板机设备市场份额连续40年排名全球前三，异型插件技术稳居全球第 一；分板、插件相关海外专利数量居中国企业第一；Die AOI工艺达到全球第一，性能参数超行业标准2 倍；成功研发全球首台VR/AR 行业无尘镜片组装加工设备；激光钻孔设备对标ESI，目前为国内第一梯 队。 公司在全球范围有5处生产基地，4个研发中心，3所千级实验室，在建百级实验室，8个销售服务中心。 项目覆盖欧、美、亚、非四大洲30多个国家和地区，支持英、法、阿拉伯语等8种语言服务。公司全球 员工总人数超600人，研发人员占比超60%，其中海外员工80%为本地招聘。公司产品通 过"ACM"和"DNV•GL"双欧标质量认证体系， ...

Group 1: Ecological Restoration and Biodiversity - The discovery of endangered species like the Yellow-breasted Bunting and Black-faced Spoonbill indicates the ecological health of the region, with these species relying on unpolluted aquatic life [1] - The restoration of 2.7 kilometers of the Yangtze River shoreline and the achievement of 100% Class III water quality at 10 monitoring points reflect significant improvements in water quality [3] - A total of 1,325 species of wild plants and animals have been monitored in the region, with the number of bird species on Ma Zhou Island increasing from 55 in 2021 to 223 [5] Group 2: Urban and Industrial Transformation - The transformation of the "industrial rust belt" into a scenic riverside area involved the removal of 12 enterprises and the reclamation of 7.1 kilometers of riverfront [2] - The city is focusing on high-tech industries such as aviation manufacturing and advanced equipment, aiming to enhance economic growth while maintaining environmental sustainability [2] - The establishment of various eco-friendly projects, including a circular economy industrial park and wastewater treatment centers, demonstrates a commitment to sustainable urban development [2] Group 3: Environmental Protection Initiatives - Ongoing soil pollution investigations and the implementation of a color-coded management system for new projects aim to ensure environmental safety and land restoration [3] - The city is actively engaged in pollution control efforts, including a comprehensive air quality monitoring system and enhanced dust control measures [3] - The promotion of ecological phosphorus reduction projects and river ecological restoration initiatives are part of the strategy to improve water quality in tributaries [3]

Market Sector - The Sci-Tech 50 Index increased by 1.46% in the first half of 2025, ranking second among various sector indices, outperforming the ChiNext 50, Shenzhen 50, and Shanghai 50 indices [2] - As of the end of the first half of 2025, the total market capitalization of the Sci-Tech Board reached 7.62 trillion yuan, an increase of 0.27 trillion yuan or 3.72% from the end of Q1 2025, surpassing the market capitalization growth of the Shenzhen main board [4] - The total trading volume of the Sci-Tech Board in the first half of 2025 was 12.57 trillion yuan, with an average trading volume of 213.85 million yuan per stock, lower than the average trading volumes of the Shanghai and Shenzhen main boards and ChiNext [7][8] - The average daily turnover rate of the Sci-Tech Board was 2.67% in the first half of 2025, higher than that of the Shanghai main board but lower than that of the Shenzhen main board, ChiNext, and the Beijing Stock Exchange [9] - The price-to-book ratio of the Sci-Tech Board at the end of the first half of 2025 was 4.06 times, higher than that of the ChiNext and Shanghai and Shenzhen main boards [12] - The financing balance of the Sci-Tech Board reached 157.15 billion yuan at the end of the first half of 2025, an increase of 11.85 billion yuan from the beginning of the year [14] - The securities lending balance of the Sci-Tech Board was 0.056 billion yuan at the end of the first half of 2025, an increase of 0.0096 billion yuan from the beginning of the year [16] Individual Stocks - SMIC led with a market capitalization exceeding 400 billion yuan, followed by Haiguang Information, Cambrian-U, and BeiGene-U, with seven companies having market capitalizations exceeding 100 billion yuan [18] - Excluding the significant fluctuations on the first day of new stock listings, Sangfor Technologies had the highest increase at 153.60%, followed by Yifang Bio-U, Aerospace South Lake, and Youfang Technology, with 14 companies also exceeding 100% [19] - SMIC had a financing balance of 7.198 billion yuan, leading the list, followed by Cambrian-U, Haiguang Information, and Zhongwei Company, with 16 companies having financing balances exceeding 1 billion yuan [22] - SMIC also had the highest securities lending balance at 19.7038 million yuan, followed by Haiguang Information, Cambrian-U, and Chip Original Co., with six companies exceeding 10 million yuan [25] Industry Themes - In the first half of 2025, companies listed on the Sci-Tech Board were primarily distributed across three Wind Sci-Tech theme industries, with the new generation information technology industry leading with four companies, followed by high-end equipment manufacturing and biotechnology industries, each with one company [29] - Among the seven companies listed on the Sci-Tech Board in the first half of 2025, six met the first standard for listing, which requires positive net profits for the last two years and a cumulative net profit of no less than 50 million yuan, or a positive net profit for the last year with revenue of no less than 100 million yuan, and an expected market capitalization of no less than 1 billion yuan [31] - The companies listed in the first half of 2025 came from Beijing and Jiangsu (two each), and Hubei, Zhejiang, and Guangdong (one each) [34] - The total IPO financing for Sci-Tech Board companies in the first half of 2025 was 7.901 billion yuan, a year-on-year increase of 29.33%, with three companies raising over 1 billion yuan, three between 500 million to 1 billion yuan, and one below 500 million yuan [37] - Yitang Co. led the IPO financing in the first half of 2025 with 2.497 billion yuan, while Yingshi Innovation and Xingfu Electronics each raised over 1 billion yuan [41]

Core Insights - The number of IPO applications received in June reached a record high for the year, with 150 companies applying, driven by periodic financial data updates and an improving regulatory framework under the registration system [1][2][3] Group 1: IPO Application Trends - A total of 177 companies' IPO applications were accepted in the first half of the year, a significant increase from 29 in the same period last year, with June alone accounting for over 85% of the total [2][4] - The last few days of June saw a surge in applications, with 41 new IPOs accepted on June 30, including 32 by the Beijing Stock Exchange [2][7] - The increase in IPO applications is linked to the financial reporting cycle, as companies must submit applications within six months of their financial report's validity [3][4] Group 2: Industry Distribution and Market Sentiment - Manufacturing companies dominate the IPO applications, particularly in sectors like computer, communication, and electronic equipment manufacturing [4] - The number of IPO withdrawals has decreased significantly, with only 66 withdrawals reported by June 30, compared to last year's higher figures, indicating improved market confidence among quality companies [4][6] Group 3: Support for Unprofitable Companies - The acceptance of IPO applications from unprofitable companies has increased, with four such companies applying in June, primarily in the semiconductor sector [5][6] - Notable examples include DaPuWei, which reported projected revenues of approximately 5.57 billion yuan in 2022 but incurred losses, and Zhaoxin Integrated, which focuses on high-end processors [5] Group 4: Future Outlook - The A-share market is expected to see a steady increase in IPO numbers in 2025, particularly from companies in key manufacturing and strategic emerging industries like semiconductors and new energy [8]

为进一步提升企业感受度，上海市生态环境局近日印发《上海市生态环境领域聚焦提升企业感受 持续优化营商环境实施方案》（下称《实施方案》），提出深化"环评+"审批制度改革、优化企业排污 总量指标管理、提升生态环境政务服务效能、强化惠企服务平台支撑作用、优化涉企监管执法模式等措 施。 《实施方案》明确，在严格实施各项污染防治措施基础上，对全市范围内氮氧化物、化学需氧量、 挥发性有机污染物的单项年新增量小于0.1吨、氨氮小于0.01吨的建设项目，以及临港新片区范围内和集 成电路、生物医药产业单项主要污染物年新增量小于0.5吨的建设项目，免予提交总量指标来源说明， 由项目所辖区政府统筹总量指标替代来源，并纳入台账管理。市重大建设项目新增的主要污染物总量指 标可在全市范围内统筹。 《实施方案》还提出，对临港新片区范围内和集成电路、生物医药产业单项主要污染物年新增量为 0.5吨至1吨，且纳入排污许可重点管理和简化管理的建设项目，以及位于长三角生态绿色一体化发展示 范区且不属于高耗能、高排放的建设项目，其新增总量指标可在环评审批阶段实行容缺受理，由建设单 位承诺在项目投产前完成提交指标来源说明。 此外，《实施方案》要求提高绿色 ...

新型工业化是在此前提出的工业4.0、中国制造2025等概念的基础上的进一步延伸，更为强调绿色发 展。新型工业化通过创意及创新、智能及数码化、高技术含量、未来技能等元素，推动企业和产业链迈 向高端化、绿色化及智能化，实现经济效益和生态环境双赢。 据中证金牛座6月30日报道，进一步深化金融服务新型工业化的相关政策有望研究出台。服务新型工业 化，是金融服务实体经济的重要内容。 去年4月，国家金融监督管理总局、工业和信息化部、国家发展改革委已联合发布《关于深化制造业金 融服务助力推进新型工业化的通知》。增量政策预计将引导更多金融资源用于促进科技创新等领域。 在此之前，工业和信息化部党组书记、部长李乐成6月3日主持召开会议，从夯实产业基础、塑造应用优 势、强化标准引领、壮大产业生态、统筹发展和安全五大方面系统部署人工智能与新型工业化融合发展 路径，旨在通过战略协同与生态构建，推动制造业智能化转型，提升国际竞争力。 海天精工：公司高端数控机床智能化生产基地项目建设进展顺利 赛摩智能：公司在多个行业应用机器视觉+AI+机器人技术，满足企业的自动化和智能化改造需求。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示： ...

金融界6月30日消息，上证指数低开高走，上证科创板高端装备制造指数(科创高装，000687)上涨 1.82%，报1039.86点，成交额121.31亿元。 数据统计显示，上证科创板高端装备制造指数近一个月上涨1.78%，近三个月下跌5.77%，年至今上涨 7.06%。 据了解，上证科创板高端装备制造指数从科创板市场中选取50只市值较大的航空装备、卫星及应用、轨 道交通装备、海洋工程装备、智能制造装备等领域上市公司证券作为指数样本，反映科创板市场代表性 高端装备制造产业上市公司证券的整体表现。该指数以2019年12月31日为基日，以1000.0点为基点。 从指数持仓来看，上证科创板高端装备制造指数十大权重分别为：中微公司（10.02%）、九号公司 （9.06%）、石头科技（8.8%）、柏楚电子（4.11%）、道通科技（3.86%）、绿的谐波（3.71%）、中 国通号（3.61%）、铂力特（3.48%）、时代电气（3.0%）、中无人机（2.73%）。 从上证科创板高端装备制造指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证科创板高端装备制造指数持仓样本的行业来看，工业占比70.37%、可选消费占 ...

6月30日，深中通道通车一周年之际，2025中山招商推介大会、广东国际侨界创新创业大赛启动仪式在 中山温泉宾馆举行。 今年，香港再出发大联盟首次作为中山招商推介大会支持单位，为中山城市发展注入全新活力。香港再 出发大联盟秘书长、全国港澳研究会会长谭耀宗不仅到场助阵，更带动一批企业家到中山实地考察。香 港的全球金融网络、高端服务与国际化视野，为中山链接世界打开了又一"超级窗口"。 采取"1+2"的模式，北京、杭州设分会场 本次招商推介大会采取"1+2"的模式进行，"1"是在中山主会场举办2025中山招商推介大会、广东国际侨 界创新创业大赛启动仪式，"2"是分别在北京和杭州两地同时举办两场分会场活动。这是中山首设招商 推介大会分会场，主会场、分会场共同见证大会盛况。 大会以"投资中山 共赢未来"为主题，以深中通道通车一年为契机，向全国全球企业展现中山良好的营 商环境，有来自英国、俄罗斯、德国、新加坡等超20个国家和地区400多位客商邀约参会，参会企业涵 盖人工智能、低空经济、生物医药、高端装备制造、光电光学和农文旅等多个领域。在主会场，会议开 展中山投资营商环境推介、重大平台揭牌、重点项目签约，并发布2025年中 ...

Group 1 - Tax incentives have significantly reduced tax burdens for private enterprises, allowing them to invest in R&D for lithium battery cathode materials [1] - In the first five months of this year, the added value of private enterprises in Changxing County's industrial sector increased by 9.3% year-on-year [1] - The combination of tax refunds and equipment upgrades has enabled companies to invest over 10 million yuan in upgrading their production lines, leading to increased capacity and reduced energy consumption [1] Group 2 - Changxing County's tax bureau has opened a "tax refund green channel" for export enterprises, processing over 2 billion yuan in export tax refunds for 689 companies in 2024 [2] - Companies with good tax credit ratings are leveraging their compliance to enhance market competitiveness, as seen with Huzhou Enchuang Intelligent Equipment Co., Ltd., which received low-interest loans for expanding production [2]