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7月21日重要资讯一览
Zheng Quan Shi Bao Wang· 2025-07-21 14:58
5.7月21日,深交所发布关于深港通下的港股通标的证券名单调整的公告,调入港股三花智控,名单调 整于当日生效。 1.《住房租赁条例》日前公布,自2025年9月15日起施行,《条例》规范出租承租活动,住房出租、承 租应符合相关规定。《条例》还包含规范住房租赁企业行为,规范经纪机构行为,强化监督管理,严格 责任追究等内容。 2.根据《海南自由贸易港跨境资产管理试点业务实施细则》,跨境资管试点实施规模管理。试点规模 指境外投资者购买的试点资管产品资金净流入规模,在任何时点不得超过试点总规模上限。试点总规模 为中国人民银行海南省分行同意各家发行机构申请的试点规模之和。中国人民银行海南省分行在中国人 民银行指导下,根据海南自贸港经济金融发展、国际收支形势、市场实际需求等,设定及动态调整跨境 资管试点总规模上限,并通过官方网站及时公布。初始试点总规模上限设定为100亿元人民币。 3.7月21日,外交部发言人郭嘉昆主持例行记者会。有记者就中美元首是否会举行会晤相关问题进行提 问。对此,郭嘉昆表示,元首外交对中美关系发挥着不可替代的战略引领作用,关于提到的具体问题, 目前没有可以提供的信息。(央视新闻) 4.香港特区行政长官 ...
新动能集聚 新业态涌现 新产业壮大(活力中国调研行)
Ren Min Ri Bao· 2025-07-20 21:52
Group 1: Industry Innovation and Growth - The commercial aerospace industry in Beijing has surpassed a scale of 260 billion yuan, with the production of medium-sized commercial satellites occurring every three days by Galaxy Aerospace [1] - Guangdong's industrial robot production reached over 240,000 units last year, marking a year-on-year growth of 31.2%, accounting for 44% of the national market [1] - In Anhui, the production of new energy vehicles doubled compared to two years ago, with 467,000 units produced from January to May this year [1] Group 2: Technological Advancements - The Guangdong Aerospace Technology Research Institute developed a single-person jetpack capable of reaching speeds of 100 km/h, suitable for various applications including emergency rescue [3] - Anhui is establishing ten provincial future industry pilot zones focusing on quantum technology, aerospace information, and general intelligence, with over 100 key enterprises in the first quarter of this year [4] - The use of flexible solar wings in satellites by Galaxy Aerospace has reduced thickness to 1/20 of rigid solar wings, enhancing energy absorption [7] Group 3: Future Industry Development - Beijing has identified 23 future industry development directions, including general artificial intelligence and the metaverse, with over 2,400 AI companies and a core industry scale of nearly 350 billion yuan [5] - The establishment of a 10 billion yuan angel fund in Guangzhou supports technology transfer and innovation, with over 1,100 direct investment projects reserved [3] - Anhui's strategic emerging industries have seen an average annual growth of 16.1% since the 14th Five-Year Plan, with the output value accounting for 43.6% of industrial output [8] Group 4: Traditional Industry Transformation - The Beijing Economic and Technological Development Zone has implemented intelligent infrastructure across 600 square kilometers, facilitating the transition to high-end manufacturing [9] - The application of 5G technology in the Tongling Nonferrous Metals Group has led to a 90% automation rate in production lines [10] - Guangdong has created 490 national green factories and aims for a 2.8% reduction in energy consumption for industrial units by 2024 [11]
长盛基金旗下长盛国企改革混合二季度末规模3.86亿元,环比增加5.72%
Sou Hu Cai Jing· 2025-07-19 08:54
Group 1 - The core viewpoint of the article highlights the performance and management of Changsheng Fund's Changsheng State-Owned Enterprise Reform Mixed Fund, which has seen a net asset increase of 5.72% to 386 million yuan as of June 30, 2025 [1] - The fund manager, Dai Yi, has a background in research and has held various positions within Changsheng Fund since 2010, currently managing multiple funds including the Changsheng Urbanization Theme Mixed Fund [1] - The fund's recent share scale changes indicate a total share of 0.02 billion with a net asset of 20 million yuan, reflecting a significant decrease in net asset value over recent periods [2] Group 2 - The fund's performance metrics show a 3-month return of 17.79%, a 1-year return of 34.88%, and a since inception return of -56.3%, indicating volatility and challenges in long-term performance [2] - The top ten stock holdings of the fund account for a combined 47.49% of the portfolio, with notable companies including Shengyi Technology and Huafeng Technology [2] - Changsheng Fund Management Co., Ltd. was established in March 1999 and is based in Shenzhen, with a registered capital of 206 million yuan [2]
【2025链博会】樊星:联想供应链智能体打造“中国+N”战略布局
Huan Qiu Wang· 2025-07-19 08:48
Core Viewpoint - Lenovo Group has developed a "China + N" supply chain network, maintaining 80% of its production capacity in China while ensuring access to over 97% of global markets within 24 hours [3][4]. Group 1: Supply Chain Strategy - The "China + N" network serves as a foundation for Lenovo's global supply chain, with key nodes in Southeast Asia, Saudi Arabia, Brazil, Mexico, and Europe [3]. - Lenovo employs a "three-line defense" risk management strategy, which includes departmental risk control, cross-departmental collaboration, and independent audits, supported by an AI-driven early warning system [3][4]. - The company has developed a digital twin model that simulates over 300 risk factors, allowing for impact predictions and alternative routing 72 hours in advance [3]. Group 2: Technological Advancements - Lenovo recently launched the iChain supply chain intelligence system, which features a "brain" for decision-making and "senses" for real-time data perception, enabling autonomous supply chain management [4]. - The iChain system significantly reduces the time required to adjust to demand fluctuations from 48 hours to just 15 minutes [4]. Group 3: Global Manufacturing and Market Presence - Lenovo operates over 30 manufacturing bases globally and manages more than 2,000 suppliers, creating a complex and integrated supply chain network [4]. - The company has established production bases in Brazil, Hungary, and Mexico to enhance local market responsiveness and efficiency [5]. - A new manufacturing facility in Riyadh, Saudi Arabia, is set to begin operations in 2026, with an expected annual output of millions of laptops, desktops, and servers [5]. Group 4: Business Model and Market Strategy - Lenovo's strategy combines "self-manufacturing + outsourced production (ODM+)," allowing for a "global resources, local delivery" operational model [4][5]. - Approximately 80% of Lenovo's production, 70% of its R&D personnel, and 60% of its workforce are based in China, while 75% of its revenue is generated from overseas markets [5]. - The company aims to export a resilient, green, and innovative Chinese model to the global market [5].
AI、具身智能等科技含量提升,外企加注在华供应链
Bei Ke Cai Jing· 2025-07-19 06:10
Group 1: Event Overview - The third China International Supply Chain Promotion Expo (referred to as "Chain Expo") is being held with the theme "Linking the World, Creating the Future" [1] - The expo features six major chains: advanced manufacturing, clean energy, smart automotive, digital technology, healthy living, and green agriculture, attracting numerous domestic and foreign enterprises [1] - PwC's global chairman emphasized the expo's role in promoting innovation and cooperation, highlighting the vitality and potential of the Chinese market [1] Group 2: Technological Innovations - The expo showcases advancements in AI and embodied intelligence, with companies like Zhihui Square demonstrating their self-developed Alpha Brain model using NVIDIA's GPU for training and algorithm development [2] - TCL presented its AI companion robot and AR glasses, showcasing innovations in smart products and energy-saving technologies [2] - NewEgg Group is advancing its digital transformation with AI and big data, introducing its one-stop cross-border e-commerce management tool, SellingPilot, to enhance operational efficiency [3] Group 3: Foreign Investment and Commitment - AstraZeneca has participated in the expo for the third consecutive year, reaffirming its commitment to high-quality development in China's healthcare industry with a recent $2.5 billion investment in Beijing [4] - The company has also established partnerships with four Chinese innovative firms and made significant progress in its production bases in Qingdao and Wuxi [4] - Panasonic is expanding its presence at the expo, showcasing innovations in home and public spaces, and emphasizing its commitment to local supply chain optimization in China [5]
京东方申请一种显示基板专利,解决现有显示装置的像素密度较低等问题
Jin Rong Jie· 2025-07-19 05:15
金融界2025年7月19日消息,国家知识产权局信息显示,京东方科技集团股份有限公司、京东方晶芯科 技有限公司、北京京东方技术开发有限公司申请一项名为"一种显示基板"的专利,公开号 CN120344063A,申请日期为2024年01月。 专利摘要显示,本文提供一种显示基板,所述显示基板包括基底以及位于基底一侧的第一发光芯片和第 二发光芯片;基底包括第一焊盘和第二焊盘,第一发光芯片包括与第一焊盘固定连接的第一电极以及与 第二焊盘固定连接的第二电极;基底包括第三焊盘和第四焊盘,第二发光芯片包括与第三焊盘固定连接 的第三电极以及与第四焊盘固定连接的第四电极;第二发光芯片位于第一发光芯片远离基底的一侧,第 二发光芯片和第一发光芯片在基底上的正投影存在交叠;其中,第一焊盘的厚度小于第三焊盘的厚度, 和/或,第一电极的厚度小于第三电极的厚度。 天眼查资料显示,京东方科技集团股份有限公司,成立于1993年,位于北京市,是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3764501.6203万人民币。通过天眼查大数据分 析,京东方科技集团股份有限公司共对外投资了71家企业,参与招投标项目259次,财产线索 ...
理查德·勒夫《超级强势股》译文
猛兽派选股· 2025-07-19 01:36
Core Viewpoint - The article emphasizes the concept of "super performance stocks," which are defined as stocks that experience strong and sustained price increases, often resulting in significant capital gains for investors. The identification and investment in these stocks are crucial for achieving substantial returns in the stock market [1][2]. Group 1: Characteristics of Super Performance Stocks - Super performance stocks can emerge from various categories, including well-known growth stocks, large stable companies, and small lesser-known firms. Common triggers for their price increases include unexpected earnings announcements or mergers, but they often rebound from oversold conditions [2][6]. - A total of 589 instances of super performance price movements were identified, with 407 of these starting from bear market rebounds in 1962, 1966, and 1970. Notably, 57 stocks experienced price increases exceeding 1000% during their super performance phases [2][3]. - The duration of super performance phases varies significantly, ranging from 3 months to 63 months, with most lasting between 8 to 33 months. A detailed analysis shows that 142 instances lasted 6 to 12 months, while 282 instances lasted 12 to 24 months [3][4]. Group 2: Relationship with Company Earnings - Approximately 38% of super performance price movements coincide with significant quarterly earnings growth, while 28% occur with moderate earnings growth. In 34% of cases, there is no correlation between price movements and earnings growth, with some stocks starting to rise even as earnings decline [6][10]. - An analysis of the price-to-earnings (P/E) ratios during 589 super performance instances revealed that in 464 cases, the P/E ratio increased, with 86 instances seeing a quadrupling of the ratio. This indicates a strong relationship between stock price movements and P/E ratio expansion [6][7]. Group 3: Company Size and Stock Characteristics - Most super performance stocks originate from companies with relatively low float, with 481 instances starting from companies with fewer than 5 million shares outstanding. Only 2 instances involved companies with more than 30 million shares [8][9]. - The majority of stocks tend to decline after the super performance phase, with 504 instances experiencing significant price corrections. Only 85 instances did not see severe price declines, indicating a common trend of price retraction following strong performance [9][10]. Group 4: Investment Strategy - To successfully invest in super performance stocks, investors must make three critical decisions: when to buy, which stocks to buy, and when to sell. The potential for high returns is significant for those who can navigate these decisions effectively [5][6]. - The ideal characteristics of potential super performance stocks include rapid earnings growth, low float, low P/E ratios, and promising product prospects. This combination is essential for identifying stocks with the potential for substantial price appreciation [13].
科陆电子获得发明专利授权:“控制导引测试装置及交流充电桩检定系统”
Zheng Quan Zhi Xing· 2025-07-18 21:09
Core Viewpoint - Kelu Electronics has recently obtained a new invention patent for a "Control Guidance Testing Device and AC Charging Pile Verification System," indicating a focus on innovation in the electric vehicle charging sector [1] Group 1: Patent and Innovation - Kelu Electronics has been granted a new patent with the application number CN202210924765.9, authorized on a specific date [1] - The company has acquired a total of 68 new patents this year, representing a 30.77% increase compared to the same period last year [1] Group 2: Research and Development Investment - In 2024, Kelu Electronics invested 377 million yuan in research and development, which is a 42.46% year-on-year increase [1] Group 3: Company Activities and Data - Kelu Electronics has made investments in 66 companies and participated in 2,447 bidding projects [1] - The company holds 54 trademark registrations, 1,544 patent records, and 226 copyright registrations [1]
广东上半年GDP同比增长4.2% 实现“半年稳”力争“全年好”
Shang Hai Zheng Quan Bao· 2025-07-18 18:23
Economic Performance - Guangdong's GDP reached 68,725.4 billion yuan in the first half of the year, with a year-on-year growth of 4.2%, an increase of 0.1 percentage points from the first quarter [3] - The province's industrial added value grew by 4%, retail sales of consumer goods increased by 3.5%, and foreign trade imports and exports rose by 4% [3] Foreign Trade - Guangdong's foreign trade imports and exports totaled 4.55 trillion yuan in the first half of the year, marking a 4% year-on-year increase, outperforming the national average by 1.1 percentage points [4] - The province accounted for 20.9% of the national foreign trade, contributing 28% to the national foreign trade growth [4] Export Products - Exports of mechanical and electrical products reached 19.6 trillion yuan, growing by 7.2% and representing 67.8% of the province's total exports [5] - High-tech product exports amounted to 505.43 billion yuan, with a growth rate of 13.3%, indicating a significant increase in the "new quality" of export products [5] Industrial Growth - The industrial added value in Guangdong increased by 4% year-on-year, with advanced manufacturing and high-tech manufacturing growing by 5.9% and 6% respectively [6] - The production of high-tech products such as new energy vehicles and industrial robots saw substantial growth, with increases of 14.7% and 34% respectively [6] Investment Trends - Industrial investment in Guangdong accounted for 38.1% of total investment, with significant growth in the automotive and petroleum industries, at 14.6% and 57.9% respectively [7] - The province aims to enhance its industrial structure by focusing on advanced manufacturing and integrating digital and green technologies into traditional industries [7]
ST英飞拓: 高级管理人员薪酬与绩效管理制度
Zheng Quan Zhi Xing· 2025-07-18 16:25
深圳英飞拓科技股份有限公司 第一章 总则 第一条 为落实深圳英飞拓科技股份有限公司(以下简称"公司")资产保值 增值责任,增强公司高级管理人员的工作积极性和开拓创新精神,提高公司经营 管理水平,促进公司经济效益增长,形成权责利相适应的有效激励机制,建立科 学规范、公平合理的年度薪酬分配制度,根据国家、省、市有关法律法规、《公 司章程》和上级产权单位相关要求,结合公司实际,特制定本制度。 第二条 本制度适用于公司高级管理人员(以下简称"高管"),包括总经理、 副总经理、财务总监、董事会秘书以及公司董事会明确的其他高级管理人员。 第三条 高管薪酬与绩效管理遵循以下原则 (一)合法合规原则。公司贯彻执行国家、省、市的收入分配政策,按照法 律法规和上级产权单位相关规定规范高管人员薪酬与绩效管理。 (二)市场匹配原则。公司通过对标行业市场薪酬,科学厘定高管薪酬水平, 确保薪酬水平与企业战略定位相匹配。 (三)绩效导向原则。按照责权利相统一要求,强化绩效在高管薪酬分配中 的作用,建立与业绩考核结果紧密挂钩的薪酬机制,实现业绩升、薪酬升,业绩 降、薪酬降。 第二章 薪酬绩效管理机构与职责 第四条 公司董事会负责、薪酬与考核 ...