2025年6月10日 厦门市同安区招商团 赴香港开展经贸洽谈 聚焦产业项目攻坚与招商引资 重点参与同安区制造业企业 容大合众（厦门）科技集团股份公司 香港上市系列活动 深化两地经贸合作 上市仪式后，招商团与容大科技高管及产业链上下游合作伙伴进行对接交流，重点向容大科技的供应商、经销商、技术合作方等企业代表推介了同安区的 产业空间布局、载体资源及政策优势，并邀请合作伙伴赴同安考察。 当前同安区正着力打造以智能制造、数字经济为核心的产业集群，依托同安新城，为高新技术企业提供定制化生产空间与配套服务；同时，区级"专精特 新"培育、高新技术企业扶持及供应链本地化奖励等"一揽子"政策，可为产业链企业提供从研发到市场的全周期支持。 推动优质资源集聚同安 参与上市仪式 见证企业迈向资本市场新阶段 容大科技的上市不仅是企业自身发展的里程碑，更是同安区培育创新主体、推动产业升级的重要成果。同安区将持续优化营商环境，为企业提供全链条服 务，助力企业在资本市场中进一步做大做强。 链接产业链资源 邀约合作伙伴"同安考察" 以商招商深化合作 全力以赴攻坚项目 此次赴港招商，是同安区落实"深挖存量企业资源、拓展增量项目落地"工作部署的重 ...

截至2025年6月10日 13:22，中证数字经济主题指数(931582)下跌1.99%。成分股方面，深信服(300454)领跌7.14%，用友网络(600588)下跌6.22%，金山办公 (688111)下跌5.22%，龙芯中科(688047)下跌4.98%，拓荆科技(688072)下跌4.59%。数字经济ETF(560800)下跌1.98%，最新报价0.74元。流动性方面，数字经 济ETF盘中换手2.74%，成交2143.73万元。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代 表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场有风险，投资需谨慎。) 申万宏源指出，A股重回结构牛行情，大概率需要等待科技重磅产业催化兑现。国内AI、具身智能、国防军工都具备成为结构牛核心产业趋势的潜力。下半 年值得重点关注的产品包括：DeepSeekR2、GPT5和特斯拉Optimus量产版本。但在重磅产业催化前，科技也是震荡市，重点把握高性价比区域的反弹和主 题机会。鼓励并购重组和创投一级市场联动形成共振，第三次大的新经济一二级联动行情正徐徐展开。从一级市场创投融 ...

产业不输。 作者 I 于丽丽 报道 I 投资界PEdaily "比赛第一，友谊？第十四！"这句被官方盖章认证的口号，正在江苏上演着最具反差感 的 城 市 故 事 。 赛 场 之 上 ， " 十 三 太 保 " 暗 暗 发 力 ； 赛 场 之 外 ， 城 市 产 业 竞 争 也 在 互 相 较 劲。 5 月 31 日 ， 镇 江 圣 象 队 迎 来 与 宿 迁 队 的 正 面 交 锋 。 这 场 比 赛 被 戏 称 " 醋 坛 子 " 大 战 " 酒 坛 子"，最终镇江圣象主场0: 2落败。除了看球，这座拥有3000年文化历史的江南小城，也 颇有"看头"。 今天，投资界城市看板来到江苏最小地级市镇江。曾几何时，镇江的存在感并不强。被 南 京 、 常 州 、 无 锡 三 座 " 万 亿 俱 乐 部 " 城 市 紧 紧 环 绕 ， 虹 吸 效 应 让 镇 江 产 业 优 势 并 不 突 出，但现在，这座江南小城正在长三角的庞大产业集群奋起直追。 当下，镇江正围绕制造业"四群八链"主导产业体系，聚焦高端装备制造、新材料、生命 健康、数字经济4大主导产业集群，高性能材料、船舶海工装备、航空航天、新型电力装 备、生物医药 ...

截至2025年6月9日 10:58，中证数字经济主题指数(931582)上涨0.47%，成分股用友网络(600588)上涨6.42%，东方财富(300059)上涨2.97%，金山办公(688111) 上涨2.79%，同花顺(300033)上涨2.55%，润泽科技(300442)上涨2.24%。数字经济ETF(560800)上涨0.53%，最新价报0.76元，成交1371.90万元。（以上所列 示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生 变化。市场有风险，投资需谨慎。) Wind数据显示： 规模方面，数字经济ETF近2周规模增长2240.82万元，实现显著增长，新增规模位居可比基金1/2。 份额方面，数字经济ETF近2周份额增长1800.00万份，实现显著增长，新增份额位居可比基金1/2。 资金流入方面，数字经济ETF最新资金净流入150.61万元。拉长时间看，近9个交易日内，合计"吸金"1170.86万元。 数据显示，杠杆资金持续布局中。数字经济ETF连续5天获杠杆资金净买入，最高单日获得347.92万元净买入，最新 ...

Core Points - The 2025 Yangtze River Delta Leaders' Conference was held in Nanjing, summarizing the achievements and experiences since the integration of the region into a national strategy, and outlining major tasks for high-quality development [1][2][3] Group 1: Innovation and Industry Development - The focus on deepening regional innovation collaboration includes supporting the Zijinshan Laboratory with major scientific tasks and promoting the establishment of a national laboratory base for biological breeding [1] - The plan emphasizes the construction of a modern industrial system through collaboration with cities like Shanghai, Hangzhou, and Hefei, exploring cross-regional development mechanisms, and enhancing the "Digital Yangtze River Delta" initiative [1][2] Group 2: Infrastructure and Connectivity - Key infrastructure projects include the continuation of the North Jiangsu High-speed Railway, Nanjing-Huai'an Intercity Railway, and the capacity expansion of the Nanjing-Wuhu Railway, along with the construction of the Nanjing North Station comprehensive hub [1][2] Group 3: Regional Coordination and Cooperation - The initiative promotes high-quality development of the Nanjing metropolitan area, including the preparation of land space planning and multi-level rail transit planning [2] - Support for cross-border cooperation in regions like Qixia, Lishui, Gaochun, and Liuhe is also highlighted [2] Group 4: Reform and Open Economy - Strengthening cooperation with the Shanghai Stock Exchange and utilizing digital platforms to cultivate quality sci-tech enterprises is a key focus [2] - The plan includes deepening the comprehensive pilot for expanding service industry openness and exploring open application scenarios [2] Group 5: Public Services and Environmental Protection - Development of an integrated human resources recruitment platform for the Yangtze River Delta and expansion of e-government services are part of the public service initiatives [2] - Collaborative efforts for ecological protection, including the Yangtze River dolphin conservation and the development of the Ning-Hang ecological economic belt, are emphasized [2]

Core Viewpoint - The city of Yibin is actively promoting employment for college graduates, with a focus on aligning educational programs with local industry needs and expanding job opportunities in various sectors [7][11][20] Group 1: Employment Initiatives - Yibin has hosted multiple job fairs and recruitment events, including a provincial comprehensive recruitment fair and a spring employment fair, providing thousands of job opportunities for graduates [16][19] - The city has seen over 28,000 college graduates this year, with a strong emphasis on enhancing their employability through skills training and practical experience [7][8] - Yibin's government has implemented policies to support job creation, including financial incentives for companies to expand job offerings and initiatives to encourage graduates to stay in the region [17][20] Group 2: Educational Alignment with Industry - Yibin College has introduced new undergraduate programs in digital economy, intelligent manufacturing engineering, and artificial intelligence to meet the demands of the local job market [10][11] - The city has established a dynamic adjustment mechanism for academic programs, adding 23 new majors and aligning 138 core related majors with key industries [11] - Collaboration between educational institutions and local enterprises has been strengthened, with 86 companies participating in educational partnerships and 80 training bases established [11][12] Group 3: Job Creation and Sector Focus - Yibin's industrial base is robust, with significant job creation in sectors such as new energy, photovoltaic technology, and digital economy, contributing to over 100,000 new jobs in the past three years [14][15] - The city is focusing on four major industrial clusters: high-quality liquor, power batteries, crystalline silicon photovoltaic, and digital economy, to drive employment growth [14] - Local enterprises, particularly in the power battery sector, have been significant employers, with one company hiring over 5,000 graduates [14] Group 4: Comprehensive Support Services - Yibin has launched various support measures, including a "skills illuminate the future" initiative and a three-year plan to enhance employment opportunities for recent graduates [17][19] - The city is actively engaging in outreach to educate students about job market conditions and employment opportunities through various events and workshops [19] - A comprehensive employment service network has been established, including job fairs, training programs, and employment guidance initiatives to support graduates [18][20]

Group 1 - The 9th China-South Asia Expo will focus on green trade, digital trade, service trade, and showcasing new productive forces to deepen economic cooperation and lead new consumption trends [1] - The expo will feature a Green Energy Pavilion to promote cross-border green electricity trading platforms aimed at South Asia and Southeast Asia, showcasing clean energy technologies and applications [1] - The event will leverage the upcoming Kunming International Communication Hub to empower the development of cross-border e-commerce, finance, logistics, and esports in the digital economy [1] Group 2 - The expo will introduce the "Travel to Yunnan" pavilion, showcasing traditional Chinese medicine services, cross-border health tourism routes, and the integration of business, travel, and sports [2] - The Modern Agriculture Pavilion and South Asia Commodity (Tea) Festival will highlight tea exchange, flower variety research, and smart planting technologies [2] - The expo will host nearly 40 professional economic and trade activities, including the 6th China-South Asia Cooperation Forum and the first "Yunnan International Friendship Cities Cooperation Week" [2]

Company Overview - The company aims to become a "smart city planning and operation expert" while expanding its urban operation and digital economy businesses [1] - The operational strategy focuses on leveraging Shenzhen's advantages to enhance competitiveness through comprehensive planning and consulting services [1] Growth Strategies - Key growth points include: - Expanding traditional business sectors to regain market share [2] - Realizing contributions from operational projects in the near future [2] - Launching AI products to boost revenue [2] - Exploring overseas markets for additional revenue [2] - Engaging in low-altitude economy, digital economy, and computing power businesses [2] - Advancing investment and acquisition strategies [2] - Improving cost efficiency and resource utilization [2] Low-altitude Economy Initiatives - The company has successfully bid for several low-altitude economy projects, including planning studies and operational services [3] - It is a member of the Guangdong-Hong Kong-Macao Greater Bay Area Low-altitude Economy Industry Alliance [3] - Strategic partnerships have been established to promote low-altitude economic services [3] AI and Computing Power Development - The company is expanding into AI computing power services, having obtained necessary licenses and partnerships [4] - It has launched several AI-driven platforms and tools to enhance urban planning and management [5] - The "Rai AI Planning Design Assistant" has been officially released and is widely used [5] Financial Performance and Management - The company faced losses last year but reported profits in Q1 of this year, implementing measures to stabilize future performance [6] - Strategies include focusing on core businesses with short-term returns, optimizing R&D efficiency, and enhancing financial management [6] Investment Fund Status - The company established a 500 million RMB equity investment fund targeting strategic emerging industries [7] - As of the end of 2024, the fund has invested in 10 projects, with plans to continue leveraging industry resources for future investments [7] Market Value Management - The company maintains a strong cash flow and plans to enhance market value through various strategies, including cash dividends and share buybacks [8] - Continuous focus on operational efficiency and investor relations is emphasized to reflect and enhance investment value [8]

Group 1 - The core viewpoint of the articles highlights the ongoing growth and investment in the digital economy, particularly driven by advancements in AI technology and significant corporate investments in related infrastructure [1][2] - The digital economy sector saw a positive market response, with the digital economy ETF (560800) rising by 0.94%, and key stocks such as Lanke Technology, Weir Shares, and Cambricon experiencing notable gains [1] - Nvidia's recent financial report for Q1 FY2026 showed impressive results, with revenue of $44.062 billion, a 69% year-over-year increase, and net profit of $18.775 billion, up 26%, indicating strong demand and growth in the global AI industry [1] Group 2 - Global internet cloud companies are significantly increasing their AI investments, with capital expenditures rising sharply, indicating a sustained AI arms race [1] - Notable investments include Oracle's plan to spend approximately $40 billion on Nvidia's GB200 GPU and Elon Musk's announcement of expanding xAI's GPU card acquisition to 1 million units, benefiting leading optical module manufacturers [1] - The China Securities Index highlights the long-term growth potential of the digital economy, with the CSI Digital Economy Theme Index (931582) capturing core digital economy stocks, reflecting the industry's alignment with high-quality development goals [2]

南开大学金融学教授田利辉指出，此次创业板指样本调整反映出强化新质生产力布局、提升指数代表性与流动性、服务国家战略安全需求的市场 趋势与政策导向。在资源配置层面，样本调整发挥着引导资金流向高成长领域、深化市场优胜劣汰机制、增强指数投资功能的作用，助力优质企 业成长，优化市场生态，促进资本市场良性循环。 【环球网财经综合报道】深圳证券交易所及其全资子公司深圳证券信息有限公司6月3日发布公告，宣布将对创业板指实施样本定期调整，更换其 中8只样本，这一调整将于2025年6月16日正式实施。创业板指自2010年6月1日正式发布以来，已走过十五个年头。十五年间，创业板指不断优化 自身结构，累计调整逾50次，十五周年之际再次"焕新"再出发。 此次调整中，蓝色光标、长盈精密、全志科技、电连技术、协创数据、锐捷网络、乖宝宠物和星宸科技等8只股票被调入创业板指。据Wind资讯 数据统计，截至6月4日，这8家新调入的公司市值均在186亿元以上，其中全志科技、电连技术、锐捷网络、乖宝宠物和协创数据等5家企业均属 于战略性新兴产业。新样本股的纳入，让创业板指更精准地锚定新质生产力发展方向。新一期样本在研发创新与制度适配层面均实现显著跃 ...