此外，四川将建立消费领域创新产品研发"绿色通道"，缩短新产品上市审批周期。建立消费品以旧换新 支持机制，根据政策要求将"四川造"汽车、家电、数码、家装厨卫、电动自行车等领域优质产品纳入消 费品"以旧换新"补贴目录。 （文章来源：新华财经） 创新智能产品供给，引领和提振新型消费需求。《实施意见》提出，加强计算终端芯片、分布式操作系 统等核心技术攻关，构建"产学研用"协同创新体系，重点发展超高清智能电视、激光投影设备、智能音 箱等视听终端。推进超轻薄折叠笔电、平板、手机及高性能主机研发制造。深度融合AIoT（人工智能 物联网）技术打造智能家居中枢平台，加快电视、冰箱、空调等家居家电智能化升级，打造新型智能家 居产品。同步布局智能手表及VR（虚拟现实）、AR（增强现实）设备等穿戴产品，形成"核心部件— 智能终端—场景生态"创新链条，推动消费电子产业向高端化、场景化、智能化演进。 优化数字产品供给，引领和提振信息消费需求。《实施意见》提出，聚焦软件与动漫产业优势，加速布 局生成式人工智能产品生态，重点发展大模型应用、AI内容生成工具等创新产品，同步推进头部电子 竞技、网络游戏、数字电影IP（知识产权）的研发与商业化。 ...

一边是四名高管退场的告别，一边是净利润最高预增317%的捷报。 出品｜搜狐财经 作者｜刘相君 近日，闻泰科技包括董事长张秋红在内的四名高层集体辞职，接任的三位高管清一色来自旗下半导体龙头安世。这场高层"大换血"与公司 向立讯精密剥离产品集成业务境内资产包完成交割同步发生，标志着其战略转型迈出关键一步——挥别消费电子，全力聚焦半导体赛道。 同日发布的业绩预告更为这场转型提供了有力注脚，受益于半导体业务强劲增长，公司预计上半年净利润同比最高飙升317%，在"断臂求 生"后展现出强劲增长动能。不过，如何快速扩大半导体业务体量，弥补剥离产品集成业务后的收入缺口？新管理层仍在面临挑战。 四名高管同日离职，接棒者均来自安世半导体 7月14日晚间，闻泰科技发布公告，公司董事会于近日收到董事长兼总裁张秋红、职工代表董事兼副总裁董波涛、董事谢国声、董事会秘 书高雨的书面辞任报告，因工作变动原因申请辞去公司董事、高级管理人员相关职务。 四名高管同日离职，闻泰科技高层正在"大换血"。值得注意的是，离职潮后的接棒者全部来自安世半导体。 公告显示，公司董事会同意提名杨沐、庄伟为公司第十二届董事会非独立董事候选人，同意由沈新佳担任公司副 ...

折叠屏手机铰链模块 产品定义 折叠屏手机铰链模块是一种精密机械结构，用于连接可折叠设备的两部分机身，使屏幕能够实现反复折叠和展开的功能性运动。与传统翻盖手机 的简单铰链不同，现代折叠屏铰链是一个高度复杂的系统工程，需要同时满足多重物理要求。从技术定义上看，铰链是支撑折叠屏功能的关键零 部件，在重量轻、尺寸小的前提下，必须保障折叠功能的稳定性和可靠性，通常需要具备至少 10 万次以上的开合寿命。 折叠屏手机铰链模块 行业观点 折叠屏铰链技术自 2019 年首款商用折叠手机问世以来，已经经历了多次迭代升级，形成了不同的技术路线和设计哲学。根据结构形态和折叠原理 的差异，主流铰链技术可分为三种基本类型： U 型铰链、水滴铰链和其他型铰链 。这些不同类型的铰链在折痕控制、厚度、成本和耐用性等方面 各具特点，反映了厂商在工程设计与用户体验之间的不同权衡。 U 型铰链是最早应用于折叠屏手机的设计方案，以三星 Galaxy Fold 系列为代表。这种铰链结构相对简单且成本较低，其工作原理类似于传统的笔 记本转轴，屏幕在折叠时形成一个紧致的 U 形弯曲 。 U 型铰链的优点是结构紧凑，有利于实现更薄的机身设计；但缺点也十分明 ...

金融界7月16日消息，上证指数低开震荡，中证沪港深互联互通中小综合可选消费指数 (沪港深通中小 可选综合，H30471)报2636.75点。 数据统计显示，中证沪港深互联互通中小综合可选消费指数近一个月上涨2.98%，近三个月上涨 4.82%，年至今上涨3.68%。 据了解，中证沪港深行业指数系列将中证沪港深 500、中证沪港深互联互通中小综合以及中证沪港深互 联互通综合指数样本按行业分类标准分别分为 11 个行业，再以各行业全部证券作为样本编制指数，以 反映中证沪港深指数系列中不同行业公司证券的整体表现。该指数以2004年12月31日为基日，以1000.0 点为基点。 从中证沪港深互联互通中小综合可选消费指数持仓的市场板块来看，深圳证券交易所占比42.90%、上 海证券交易所占比31.40%、香港证券交易所占比25.70%。 从中证沪港深互联互通中小综合可选消费指数持仓样本的行业来看，乘用车及零部件占比44.98%、耐 用消费品占比16.70%、纺织服装与珠宝占比13.19%、消费者服务占比12.62%、零售业占比12.51%。 资料显示，该指数系列样本每半年调整一次，样本调整实施时间分别为每年6月和12月 ...

智通财经APP获悉，港股今日冲高回落，三大指数午后集体转跌。截止收盘，恒生指数跌0.29%或72.36 点，报24517.76点，全日成交额为2589.51亿港元；恒生国企指数跌0.18%，报8861.39点；恒生科技指数 跌0.24%，报5418.4点。 申万宏源表示，持续看好港股以及A股市场的投资机会，在未来全球金融秩序重构的过程中，中国香港 将扮演重要角色，港股优质资产繁荣度预计不断提升，成为本土在岸资金+全球新秩序下的核心资本市 场。 蓝筹股表现 安踏体育(02020)领涨蓝筹。截至收盘，涨2.28%，报91.85港元，成交额13.2亿港元，贡献恒指4.55点。 安踏体育公布，2025年二季度，安踏品牌、FILA品牌流水分别同比增长低单位数、中单位数，所有其 他品牌流水同比增长50-55%。上半年， 安踏、FILA、其他品牌零售金额同比分别取得中单位数、高单 位数、60-65%的正增长。 其他蓝筹股方面，快手-W(01024)涨2.13%，报69.6港元，贡献恒指6.9点；携程集团-S(09961 )涨1.59%， 报498.2港元，贡献恒指3.36点；申洲国际(02313)跌2.75%，报56.6港 ...

Group 1 - The core index of the CSI 500 Consumer Discretionary Index is reported at 3880.00 points, with a recent increase of 2.84% over the past month and a slight decrease of 0.47% year-to-date [1][2] - The CSI 500 Consumer Discretionary Index is composed of various sectors categorized into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [2] - The top ten weighted stocks in the CSI 500 Consumer Discretionary Index include Sichuan Changhong (6.97%), Ninebot (6.54%), Chuanfeng Power (4.85%), and others, indicating a diverse representation of companies [2] Group 2 - The market share of the CSI 500 Consumer Discretionary Index is primarily from the Shanghai Stock Exchange at 62.05%, while the Shenzhen Stock Exchange accounts for 37.95% [2] - The index's holdings are significantly concentrated in the passenger vehicles and parts sector (35.37%) and durable consumer goods (34.76%), highlighting the focus on these industries [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December, ensuring the index remains reflective of market conditions [3]

Group 1 - The company expects a significant increase in net profit attributable to shareholders, projecting a growth of 92% to 122% for the first half of 2025, with estimated profits between 64 million and 74 million yuan compared to 33.27 million yuan in the same period last year [1][2] - The net profit after deducting non-recurring gains and losses is expected to grow by 44% to 76%, with estimated profits between 43.76 million and 53.76 million yuan, up from 30.49 million yuan in the previous year [1][2] - The anticipated operating revenue for the first half of 2025 is 1.507 billion yuan, representing a year-on-year increase of 60.64% [2] Group 2 - The performance improvement is attributed to a recovery in demand in the consumer electronics market, leading to increased operating revenue and net profit [2] - The company has successfully achieved mass production of new products, including cleaning robots, smart security systems, and energy storage systems, contributing to additional revenue and profit [2] - Non-recurring gains and losses are expected to impact net profit by approximately 2.02437 million yuan, primarily from government subsidies [3] Group 3 - In 2024, the company reported an operating revenue of 2.213 billion yuan, a year-on-year increase of 16.26%, while the net profit attributable to shareholders decreased by 40.45% to 76.69 million yuan [4] - The net profit after deducting non-recurring gains and losses for 2024 was 73.85 million yuan, reflecting a decline of 32.95% compared to the previous year [4] - The basic earnings per share for 2024 were reported at 0.29 yuan [4] Group 4 - The company, established on July 15, 2009, is located in the industrial park of Anfu County, Ji'an City, Jiangxi Province, and specializes in customized design and production of electronic signal transmission products and other consumer electronics [6]

Group 1 - As of July 15, 2025, 775 companies in the Shenzhen market disclosed their half-year performance forecasts, with 453 companies expecting a year-on-year net profit growth, accounting for approximately 58.45% [1] - Among the top 100 companies by market capitalization in Shenzhen, 21 disclosed performance forecasts, with 20 expecting year-on-year growth, collectively projecting a net profit of 51.2 billion to 56.9 billion yuan [1] - Leading companies such as Muyuan Foods, Newyeason, and TCL Technology reported net profit growth exceeding 100% [1] Group 2 - Muyuan Foods expects a net profit attributable to shareholders of 10.2 billion to 10.7 billion yuan for the first half of the year, representing a year-on-year increase of 1129.97% to 1190.26% [2] - The increase in Muyuan Foods' profit is attributed to a rise in pig sales and a decrease in breeding costs compared to the same period last year, with sales of 38.394 million pigs [2] - Luxshare Precision, a leader in the consumer electronics sector, anticipates a net profit of approximately 6.475 billion to 6.745 billion yuan, reflecting a year-on-year growth of 20% to 25% [2] Group 3 - The agriculture, forestry, animal husbandry, and fishery sector has 34 companies forecasting a total net profit of 15.5 billion to 16.9 billion yuan, with New Hope expecting a net profit of 680 million to 780 million yuan, a year-on-year increase of about 164% [3] - The electronics sector has 59 companies forecasting a total net profit of 12.5 billion to 14.4 billion yuan, with notable companies like Huadian expecting a net profit of 1.65 billion to 1.75 billion yuan, a year-on-year increase of approximately 53.4% [3] - TCL Technology is projected to achieve a net profit of 1.8 billion to 2 billion yuan, representing a year-on-year growth of approximately 101% [3]

新华财经北京7月16日电 沪深两市三大股指7月16日开盘涨跌不一，沪指小幅低开，深成指和创业板指 小幅高开。各股指盘初短暂调整后集体上扬，其中创业板指一度涨1.1%，但此后波动回落。沪指盘中 窄幅窄幅整理，深成指和创业板指盘中震荡下行。各股指午后均出现过快速下探，但随后震荡反弹，沪 指最终微幅收跌，深成指和创业板指小幅收跌。 板块方面，医药股整体表现强势，动物疫苗、肝炎概念、仿制药、创新药、减肥药、医药电商等细分领 域均有显著上涨；当日，宠物经济、海南自贸、纺织制造、汽车零部件、教育、一体压铸、短剧游戏、 人形机器人等板块亦有显著上涨；金属股跌幅靠前，钢铁、钛金属、盐湖提锂、稀土永磁等细分领域相 对弱势。 截至收盘，沪指报3503.78点，跌幅0.03%，成交额约5724亿元；深成指报10720.81点，跌幅0.22%，成 交额约8696亿元；创业板指报2230.19点，跌幅0.22%，成交额约4290亿元；科创综指报1242.81点，涨 幅0.44%，成交额约1091亿元；北证50指数报1415.98点，涨幅0.27%，成交额约199亿元。 机构观点 商务部部长王文涛：机器人产业正在蓬勃发展机器人厂商供应链 ...

2025 年 07 月 16 日 传音控股(688036.SH) 聚焦新兴市场构建多元布局，扩品类布局打造智能生活全场景 "非洲手机领军者"多元化布局，品类扩张+生 闭环： 公司成立于 2013 年，主要从事以手机为核心的智能终端的设计、研 发、生产、销售和品牌运营，致力于成为新兴市场消费者最喜爱的智 能终端产品和移动互联服务提供商。截至目前公司旗下已拥有新兴市 场手机品牌 TECNO、itel 及 Infinix，涵盖功能机和智能机；数码配 件品牌 oraimo、家用电器品牌 Syinix；售后服务品牌 Carlcare；两 轮电动车品牌 REVOO 和换电出行品牌 TankVolt。同时公司与网易、 腾讯等多家国内领先的互联网公司，在多个应用领域进行出海战略合 作，积极开发和孵化移动互联网产品。通过"硬件产品矩阵+移动互 联服务+本地化生态"的深度协同，公司已在非洲等新兴市场形成覆 盖通信、娱乐、家居、出行、商业的全场景生态闭环，成为新兴市场 智能生活服务的标杆企业。 坚持"全球化思维，本地化经营"，扎根非洲走向全球： 2024 年全球智能手机市场强劲复苏，但政治环境不确定性预计导致 未来增速放缓，头部厂 ...