证券之星消息，8月21日教育板块较上一交易日上涨0.15%，ST东时领涨。当日上证指数报收于3771.1， 上涨0.13%。深证成指报收于11919.76，下跌0.06%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603377 | ST东时 | 3.42 | 4.91% | 1979.2 | 67.69万 | | 600730 | 中国高科 | 9.65 | 4.78% | 82.42万 | 8.09亿 | | 003032 | *ST传智 | 6.91 | 2.37% | 9.50万 | 6491.26万 | | 300688 | 创业等号 | 34.08 | 1.70% | 14.22万 | 4.81亿 | | 300192 | 科德教育 | 17.99 | 1.58% | 35.12万 | 6.32亿 | | 600636 | *ST国化 | 8.86 | 0.57% | 4.25万 | 3768.62万 | | 002659 | 凯文教育 | 5.46 | ...

Group 1 - The core viewpoint of the articles is the strategic collaboration between Shengtong Education Group and Yushu Technology to enhance artificial intelligence education through various initiatives [1][2] - The partnership aims to leverage each other's strengths in AI education, including innovative talent cultivation, curriculum development, practical activities, and the establishment of innovation laboratories in schools [1] - Shengtong Education Group is recognized as a leading education technology company in China, with significant expertise in AI curriculum development and teaching platform construction [1] Group 2 - Yushu Technology is a global leader in "embodied intelligence" technology, known for its advanced four-legged robots, which will be integrated into the educational framework [1][2] - The collaboration will introduce four-legged robots into schools, allowing students to interact with programming and transform abstract AI knowledge into engaging practical experiences [1] - The partnership will create a comprehensive AI education service system, including customized course development, teaching platform construction, and teacher training, targeting K12 education with a potential audience of millions of students nationwide [1][2] Group 3 - The strategic cooperation agreement aims to seize the historical opportunity in AI education by providing a complete solution that includes hardware, software, content, and services [2] - Yushu Technology will offer a stable and impressive four-legged robot platform, with open API interfaces for deep secondary development by Shengtong Education Group, ensuring the exclusivity and flexibility of teaching content [2] - The collaboration emphasizes not just product sales but also the definition and standardization of a new educational paradigm in the AI era, aiming to build a complete educational ecosystem that includes laboratory solutions, curriculum systems, competition outlets, and talent incubation [2]

Group 1 - Kevin Education's stock price reached 5.43 yuan on August 20, 2025, reflecting a 1.12% increase from the previous trading day [1] - The opening price for the day was 5.37 yuan, with a high of 5.43 yuan and a low of 5.33 yuan, resulting in a trading volume of 140,715 lots and a total transaction amount of 0.76 billion yuan [1] - As of August 8, the number of shareholders for Kevin Education was reported to be 22,795 [1] Group 2 - Kevin Education operates in the education sector, covering K12 international education, quality education, and vocational education [1] - The company is headquartered in Beijing and owns multiple international schools while continuously expanding its educational service offerings [1] - The company has dedicated information technology staff at its headquarters and schools to ensure operational efficiency [1] Group 3 - On August 20, the net inflow of main funds was 1.6708 million yuan, with a cumulative net inflow of 1.9898 million yuan over the past five days [1]

8月19日，美国影像技术公司柯达KODK发布澄清声明，否认部分媒体关于其即将停止运营、终止业务或申 请破产保护的不实报道。声明指出，相关报道源于对柯达向美国证券交易委员会（SEC）提交的第二季度财 报中"持续经营披露"的技术性信息的误解。柯达强调，公司没有停止运营、终止业务或申请破产的计划，并 将在债务及优先股到期前完成偿还、展期或再融资。 广东：鼓励企业聚焦可重复使用液体火箭发动机等领域开展核心技术攻关 广东省人民政府办公厅印发《广东省推动商业航天高质量发展若干政策措施（2025—2028年）》，其中提 出，加强关键核心技术攻关。鼓励企业聚焦可重复使用液体火箭发动机、新一代低成本卫星和关键载荷、卫 星星座组网与测运控、直连卫星通信等领域开展核心技术攻关，以应用基础研究、创新产品研发和技术验证 示范为重点，优先纳入省、市相关科技计划项目支持方向。支持企业申报"国家重大科技专项""国家重点研 发计划项目""国家国防科技项目"，符合配套条件的国家重大科技专项项目，省级按照规定给予不超过50% 的配套资金支持。支持企业加大研发投入，落实企业研发支出100%税前加计扣除政策。 我国动产融资市场总体规模约15万亿元 从 ...

Core Viewpoint - Expanding domestic demand is a strategic move, with boosting consumption being a top priority. The article analyzes the current issues and deep-seated problems in China's consumer market, focusing on the constraints of "difficult migration," "difficult urban settlement," "lack of leisure," and "supply shortages" that hinder the release of consumer demand. It proposes a systematic approach to activate consumption through facilitating population flow, enhancing consumption capacity, and upgrading service supply [5][11]. Group 1: Current Issues in China's Consumption - China's consumer rate is significantly low, with a gap primarily in service consumption. The consumer rate is about 18 percentage points lower than that of countries at a similar development stage, with service consumption contributing approximately 70% to this gap [6][11]. - Post-pandemic recovery of service consumption is lagging behind that of goods consumption, disrupting the trend of upgrading consumer structure towards services, further exacerbating the consumption deficit [6][11]. - The structure of service consumption shows a high proportion of basic services like healthcare and education, while enjoyment-based consumption such as entertainment and dining is relatively low [6][11][24]. Group 2: Deep-seated Causes of Low Consumption - The low consumption is attributed to four main issues: "difficult migration," "difficult urban settlement," "lack of leisure," and "supply shortages." Over 100 million agricultural surplus laborers have not migrated, significantly limiting income and consumption capacity [7][30]. - Approximately 250 million migrant workers struggle to settle in cities due to insufficient public services, leading to a cycle of low security, high savings, and low consumption [7][39]. - Long working hours, exceeding those of major economies by over 50%, reduce leisure time, which is crucial for service consumption growth [7][51]. - The effective supply of services is constrained by restrictive measures, with significant shortages in key areas such as elderly care and childcare, hindering the upgrade of consumption structure [7][52]. Group 3: Recommendations for Boosting Consumption - Develop county-level life service industries and improve rural labor transfer channels to enhance income and reduce urban-rural disparities [8][69]. - Strengthen "people-centered fiscal" spending to ensure comprehensive coverage of public services for all residents, particularly for non-hukou populations [8][69]. - Innovate flexible working hours and vacation systems to increase leisure time, which is essential for stimulating service consumption [8][70]. - Remove barriers to service supply and accelerate the expansion and quality improvement of emerging consumption sectors [8][71].

从资金流向上来看，当日教育板块主力资金净流出1.39亿元，游资资金净流入1980.82万元，散户资金净 流入1.19亿元。教育板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300338 | ST开元 | 4.38 | 13.77% | 33.07万 | | 1.39亿 | | 603377 | ST东时 | 3.26 | 5.16% | 4871.4 | | 158.81万 | | 600730 | 中国高科 | 9.21 | 4.19% | 39.09万 | | 3.51亿 | | 605098 | 行动教育 | 38.47 | 1.72% | 1.80万 | | 6899.15万 | | 003032 | *ST传智 | 6.75 | 1.35% | 7.35万 | | 4929.04万 | | 300192 | 科德教育 | 17.71 | 1.20% | 25.86万 | | 4.50亿 | | 002659 | 凯文教育 | 5.43 | 1 ...

Group 1: Company Developments - ByteDance denies plans to launch its own smartphone, stating it is exploring AI capabilities for various hardware manufacturers without developing a proprietary phone [2] - New Oriental's stock plummeted by 20.89% following rumors about its CEO, which the company refuted, stating the average commission rate is below 20% [3] - Alibaba is launching a new service called "Bao Bei Yun Li," aimed at providing instant delivery services for college students, competing with Meituan [4] - Baidu warns users about fake websites related to its video generation model, MuseSteamer, and announces the upcoming release of MuseSteamer 2.0 [5] - Apple has entered large-scale production of the iPhone 17, with Foxconn ramping up hiring in its Zhengzhou factory [6] - Xiaopeng Motors plans to mass-produce humanoid robots and L4-supporting vehicles by 2026, with new AI chips integrated into upcoming models [8] Group 2: Industry Insights - NVIDIA is developing a new AI chip, B30A, specifically for the Chinese market, expected to perform at about 50% of the flagship B300 chip [9] - TSMC announces its 2nm process wafers will be priced at $30,000 each, targeting high-end clients, with an initial yield of approximately 60% [10] - Qualcomm launches the fourth-generation Snapdragon 7s mobile platform, featuring a 7% performance increase and supporting low-power AI systems [11] Group 3: Financial Performance - Xiaomi reports a 30.5% year-on-year revenue growth in Q2 2025, with smart electric vehicle revenue reaching 206 billion yuan [12] - Pop Mart's revenue for the first half of 2025 is 13.88 billion yuan, marking a 204.4% increase, with significant growth across various regions [13] Group 4: Market Movements - iQIYI is reportedly preparing for a secondary listing in Hong Kong, aiming to raise between $200 million and $300 million [14][15]

从企业车间到田间地头，从高校院所到科研基地，服务团成员认真调研、仔细思考。多位专家学者关注 到甘肃留才用才的痛点问题，并提出建议。 座谈会上，郭雷建议在"七地一屏一通道"规划实施过程中，进一步强化科技赋能与人才队伍建设。例 如，以省内地方产业需求为牵引，进一步推动产学研深度融合；结合甘肃发展实际，进一步探索柔性引 才模式；成立省级人才对接服务平台，进一步优化科技人才空间配置等。 中央统战部近期组织党外院士专家与留学人员国情考察服务团走进甘肃，开展考察服务活动，发挥优势 专长，为甘肃高质量发展提出务实建议。 通过这次实地考察服务，服务团成员了解到甘肃省加快构建新发展格局，着力推动高质量发展取得的实 效。服务团成员表示，将立足岗位尽展所长，投身中国式现代化建设的壮阔洪流，积极建言献策、挺膺 担当、矢志奉献。 加强交流合作，达成多项共识 在服务团团长、中国科学院院士郭雷的带领下，服务团一行调研兰州大学数学与统计学院、信息学院和 中国科学院兰州分院，围绕系统与自动化控制、人工智能、应用数学等方面，与相关院所和科研人员进 行座谈交流。 "希望我们与历史文化学院能开启合作，选留优秀人才。"中国艺术研究院副院长喻静就人才共 ...

Group 1: Loan Subsidy Policy - The Ministry of Finance announced a loan interest subsidy policy targeting eight categories of consumer service sectors to reduce credit costs for businesses [1][2] - The subsidy applies to bank loans issued to service industry entities in sectors such as catering, health, elderly care, childcare, housekeeping, cultural entertainment, tourism, and sports, with a subsidy rate of 1 percentage point for up to one year [1][2] - Eligible businesses can receive a maximum loan amount of 1 million yuan, with a maximum subsidy of 10,000 yuan per entity [1][2] Group 2: Food Safety Management - The State Administration for Market Regulation is drafting regulations to enhance food safety management responsibilities for platform enterprises and online food sales companies [3] - The regulations require platform companies to ensure compliance with food safety management responsibilities across their branches and partners, including appointing qualified food safety personnel [3] - A dynamic management mechanism based on food safety risk prevention will be established, with regular inspections and oversight by market regulation authorities [3] Group 3: Employment Initiatives in Beijing - Beijing's municipal government has introduced measures to promote high-quality employment, including a job creation and unemployment risk assessment mechanism [4][5] - The plan emphasizes the optimization of academic disciplines and vocational education to align with employment needs, while also developing job opportunities in digital, green, and emerging economies [5] - A three-year action plan to stimulate entrepreneurship and support platform economies is also part of the initiative [5] Group 4: Foreign Investment in Sichuan - Sichuan Province has launched an action plan to stabilize foreign investment, focusing on expanding pilot programs in telecommunications, healthcare, and education [6] - The plan includes innovative overseas investment promotion strategies and support for foreign enterprises to reinvest in the region [6] - Enhanced service guarantees for foreign investors will be implemented, ensuring fair competition and tailored financial services [6] Group 5: Power Supply Services in Shanghai - State Grid Shanghai Electric Power has introduced a new service brand "FREE8.0" to improve the electricity connection process for businesses [7][8] - The service includes a contract-based approach to expedite electricity access and enhance the overall service experience throughout the business lifecycle [7][8] - Customized service packages are available to meet specific customer needs, with a dedicated team of experts providing tailored support for integrated circuit companies [8][9]

证券之星消息，8月19日教育板块较上一交易日下跌0.44%，国脉科技领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603377 | ST东时 | 3.10 | 5.08% | 4521.52 | | 140.17万 | | 600730 | 中国高科 | 8.84 | 2.55% | 34.53万 | | 3.04亿 | | 002659 | 凯文教育 | 5.37 | 0.75% | 16.78万 | | 8954.45万 | | 600636 | *ST国化 | 8.78 | 0.34% | - 3.61万 | | 3170.29万 | | 300359 | 全通教育 | 6.36 | 0.32% | 16.23万 | | 1.03亿 | | 600880 | 博瑞传播 | 5.16 | 0.00% | 26.75万 | | 1.38亿 | | ...