中国经济网北京7月4日讯竞业达（003005）(003005.SZ)昨日晚间发布关于公司股东减持股份预披露的 公告。公司于近日收到控股股东、实际控制人钱瑞、江源东出具的《股份减持计划告知函》。 公司控股股东、实际控制人钱瑞、江源东合计持有公司股份114,464,000股，占公司总股本49.47%。上 述股东计划于公告披露之日起十五个交易日后的三个月内通过集中竞价方式减持公司股份不超过 2,313,800股(不超过公司总股本的1%)，通过大宗交易方式减持公司股份不超过4,627,700股(不超过公司 总股本的2%)，合计减持公司股份不超过6,941,500股(不超过公司总股本的3%)。 竞业达于2020年9月22日在深交所主板上市，发行数量为2,650.00万股，发行价格为31.83元/股，保荐机 构(主承销商)为国金证券股份有限公司，保荐代表人为尹百宽、赵培兵。 竞业达募集资金总额为84,349.50万元，扣除发行费用后，募集资金净额为76,793.85万元。竞业达2020年 9月9日披露的招股说明书显示，公司拟募集资金76,793.85万元，拟分别用于云端一体化智慧互联教学系 统研发及产业化项目、新一代考试 ...

Group 1: Digital Rights Confirmation Sector Performance - The digital rights confirmation sector showed active performance on July 4, with stocks like Tianyi Ma (301178) and Nanwei Software (603636) rising over 5% [1] - The demand for data trading is increasing as the digital economy grows, making data rights confirmation essential for establishing trust in data transactions [1] Group 2: Importance of Data Rights Confirmation - Data rights confirmation clarifies the ownership and usage rules of data, preventing fraud in stablecoin transactions and protecting investors' rights [2] - The process enhances transparency in the issuance, circulation, and trading of stablecoins, allowing investors to make informed decisions [2] Group 3: Industry Outlook and Company Insights - According to Chuan Cai Securities, the rapid development of digital technology has significantly improved production and service efficiency for data-intensive enterprises, leading to higher valuations [2] - Data rights confirmation is fundamental to data assetization, and despite being in an exploratory phase, the industry has broad development prospects as property rights protection improves [2] Group 4: Key Companies in Data Rights Confirmation - Zhongke Jincai (002657) is integrating privacy computing with alliance chain technology to create a comprehensive solution for data rights confirmation, storage, interaction, and circulation [2] - Desheng Technology (002908) has developed a self-researched product "Desheng Zhengshu Tong," establishing standard technical specifications in the field of government big data [2] - Tianyi Ma has developed a data middle platform based on big data technology, enabling applications like data lakes and data warehouses [3] - Nanwei Software is a leader in blockchain "digital government," with its blockchain electronic certificate included in the National Cyberspace Administration's product directory [3] - Digital Certification (300579) combines cryptography with identity to provide data encryption, secure storage, and transmission, creating a comprehensive data security protection system [3] - Kelong Software (300663) has a subsidiary, Dalu Cloud Shield, focusing on judicial preservation and evidence confirmation within the realm of digital rights confirmation [3] - Deep Sanda A has established a joint research institute with Tsinghua University to address challenges in data rights confirmation, pricing, measurement, and security [3] - Annie Co., Ltd. (002235) developed a copyright information search engine, "Copyright Encyclopedia," to meet client needs for one-stop copyright information searches [3]

今日，财富趋势发布公告称，控股股东、实际控制人、董事长、总经理、核心技术人员黄山因自身资金 需要，计划通过集中竞价交易与大宗交易相结合的方式减持其所持有的公司股份，减持数量不超过7， 683，400股，即不超过公司总股本的3%，自本公告披露日起15个交易日后的3个月内实施。 减持核心要素与股东行为分析 1． 减持规模与时机 黄山拟通过集中竞价或大宗交易减持不超过768.34万股（总股本3%），按公告日收盘价104.19元测算， 套现约8亿元。减持窗口期为2025年7月25日至10月24日，恰逢公司AI新产品备案落地（2024年6月"通达 信TendencyGPT"获网信办备案）后的业绩验证期。 特殊时点：公告前一周（6月25日）公司股价单日暴涨17.84%，可能存在信息不对称引发的套利嫌疑。 2． 股东动机与历史行为 黄山此前持股比例68.23%，此次减持后仍保持绝对控制权（65.23%）。其减持理由为"自身资金需 求"，但结合背景可见深层动因： - 历史减持未遂：2023年7月黄山曾计划减持3%股份，但3个月后提前终止，原因未明； - 高管跟风减持：2024年以来，董事黄青减持0.11%，董事张丽君减持0. ...

财富趋势本次发行募集资金总额为179,052.47万元，募集资金净额为171,392.63万元。 中国经济网北京7月4日讯 财富趋势(688318.SH)昨晚发布实际控制人兼董事长减持股份计划公告，因自 身资金需要，公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山计划通过集中竞价交易 与大宗交易相结合的方式减持其所持有的公司股份，减持数量不超过7,683,400股，即不超过公司总股本 的3%，自公告披露日起15个交易日后的3个月内实施。 截至公告披露之日，黄山持有公司股份174,753,478股，占公司总股本的68.23%。上述股份来源于公司 首次公开发行前持有的股份以及公司转增股份，黄山持有公司首次公开发行前的股份及转增股份合计 63,685,670股已于2023年4月27日解除限售并上市流通。 财富趋势表示，本次减持计划是公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山根据 自身资金需要进行的减持，不会对公司治理结构及持续经营情况产生重大影响。 财富趋势于2020年4月27日在上交所科创板上市，本次公开发行新股1,667.00万股，全部为新股发行，发 行价格为107.41元/股。财富趋 ...

洲宁衣现 封板率 午评：沪指半日涨0.41% 浦发银行等近10只银行股再创历史新高 智通财经7月4日电，市场早盘探底回升，三大指数小幅上涨，沪指续创年内新高。沪深两市半日成交额8628亿，较上个交易日放量708亿。盘面上热点较为 杂乱，个股跌多涨少，全市场超3700只个股下跌。从板块来看，银行股再度走强，浦发银行等多股再创历史新高。稳定币概念股震荡反弹，京北方等涨停。 电力股持续活跃，华银电力等涨停。下跌方面，固态电池概念股展开调整，信宇人等跌超5%。板块方面，游戏、稳定币、银行、电力等板块涨幅居前，固 态电池、稀土永磁、有色金属、军工电子等板块跌幅居前。截至收盘，沪指涨0.41%，深成指涨0.05%，创业板指涨0.18%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3475.24 | -10540.00 | -2168.03 | | +14.09 +0.41% | +5.42 +0.05% | +3.95 +0.18% | | 701 | 177 | 100 | 67.00% 封板 33 触及 16 昨涨停今表现 1.54% 高开率 71% 获利率 56% ...

曾几何时，进入微软这样的顶尖科技公司，代表着职业的稳定和光明的前景，是无数程序员梦寐以求的理想归宿。如今，随着行业环境的剧烈变化和企业 战略的调整，微软又一次大规模裁员，让不少人开始意识到——在科技巨头工作的"安全感"正在被一点点侵蚀。 对那些在微软效力多年的老员工来说，离开这样的转变格外难以接受，情感的牵绊、"被时代淘汰"的无力感，很多人都难以释怀。正如一位前员工所说： "离开微软，就像一场艰难的离婚。我们经历了许多情绪波动和心理挣扎...... 然而，新一代三十多岁的"掌权者"正悄悄等待老一代让位。每一次组织重组的周期都越来越近，每一次合同续签的压力都更直接。不断转型带来了新的技 能要求，而你想再得到更大的"水晶球"——恐怕不太可能了。" ——Phil 微软开启第二轮大规模裁员，波及 9000 人，Xbox 成"重灾区" 据彭博社报道，微软于 7 月 2 日启动了今年第二轮大规模裁员，涉及员工大约 9000 人。 官方给出的裁员理由与之前几次有些类似，还是那句老话：控制成本、聚焦重点，特别是要把更多资源投向 AI。 微软发言人表示，这次调整影响面广，覆盖了不同团队、地区和职级，但整体占比不到公司员工总数的 ...

微软又裁人了，这次是今年的第二波大裁员：大约 9000名员工 将被解雇，占全球员工总数不到 4%。 "Talk is cheap, show me your code." 这已经是微软两个月内的第三次裁员了—— 5月裁了6000人 ， 6月又裁了300人，加上这次， 总数已经超过 1.5万人。 预计本次裁员不是终点。。。 所以 AI 是不是正在吃掉很多人的饭碗～ 开发人员的进化史：从敲 ENTER 到手抽筋，到 Ctrl+C/V 走天下，再到现在 Tab 键自动补 全。 最后可能连键盘都不需要了... 程序员这些年都发生了哪些改变 ～从 ENTER到 Tab，下一步是躺平？ 几年前，程序员圈流行什么话？ "放码过来！" "技术改变命运！" 那时候的我们，讨论最多的是：哪个框架性能好？C++该怎么写得更优雅？如何在业务代码里写 出架构师级别的设计模式？ 写代码写得头秃、肝到半夜，也要研究出一个自己都感动的轮子。 那个时候，程序员是有"脾气"的。 看不起业务，鄙视流程，最不屑"开会"两个字。觉得只要技 术够牛，升职加薪、改变命运是迟早的事。 我们以为，走在技术这条道上，就像玩《暗黑破坏神》，一路打怪升级、装备越来 ...

Market Performance - The US stock market experienced strong performance on July 3, with all three major indices rising. The S&P 500 index increased by 51.94 points, or 0.83%, closing at 6279.36 points. The Nasdaq Composite index climbed 207.97 points, or 1.02%, ending at 20601.10 points. The Dow Jones Industrial Average rose by 344.11 points, or 0.77%, closing at 44828.53 points. Both the S&P 500 and Nasdaq indices set new closing records, marking the S&P 500's seventh record close of the year and the Nasdaq's fourth record close of the year. Due to the public holiday, the US stock market closed early with relatively light trading volume [1]. Technology Sector - The technology sector was the main driver of the market's rise, with several leading tech stocks recording significant gains. Nvidia's stock price rose by 1.3%, reaching a historic high with a market capitalization of $3.89 trillion. The company briefly surpassed the $3.9 trillion market cap threshold, coming close to Apple's record for the highest global market capitalization. Amazon's stock increased by 1.59%, Microsoft by 1.58%, and Meta Platforms by 0.76%. Apple saw a 0.52% increase, while Alphabet rose by 0.5%. Tesla was an exception in the tech sector, closing down by 0.1% [3]. - Nvidia's strong performance was supported by multiple factors. OpenAI recently announced it would not adopt Google's TPU chips on a large scale and would continue to rely on Nvidia's GPUs and AMD's AI accelerators for its model training and inference work. OpenAI's reasoning was that these two chip manufacturers' products are "performance-validated" and have "existing supply agreements." This statement sent a positive signal to the market, indicating that Nvidia and AMD will remain core suppliers for OpenAI, potentially limiting Google's growth in the AI hardware market share [3]. Employment Data - The US Bureau of Labor Statistics reported that June non-farm payrolls exceeded market expectations, providing significant support for the stock market. In June, non-farm employment increased by 147,000 jobs, far surpassing analysts' expectations of 110,000, representing a 33% increase. The unemployment rate fell to 4.1%, better than the expected 4.3%. Average hourly earnings rose by 0.2% month-over-month and increased by 3.7% year-over-year, indicating a moderate wage growth trend that helps alleviate inflationary pressures [4]. - Employment growth showed structural characteristics, with government sector employment increasing by 73,000 jobs, primarily driven by state and local education positions. Healthcare added 39,000 jobs, and social assistance increased by 19,000 jobs. The federal government saw a reduction of 7,000 jobs due to layoffs. Additionally, employment data for the previous two months was revised upward, with April's figures adjusted from 147,000 to 158,000 and May's from 139,000 to 144,000, totaling an upward revision of 16,000 jobs [4]. - The strong employment data impacted expectations for the Federal Reserve's monetary policy. Before the data release, traders estimated a 25% probability of a rate cut in July. Following the report, market expectations for a short-term rate cut quickly diminished. The Chicago Mercantile Exchange's FedWatch tool indicated that the likelihood of a July rate cut fell to single digits, and the expectation for a 25 basis point cut in September decreased from 74% a week prior to 68% [4].

要闻提示 NEWS REMIND 1. 被曝已通知全面停工停产，工资只发到6月，罗马仕深夜发声：没倒闭 2.字节被曝两年半造出千台机器人，长期目标是具身智能 3.格力高管放话：世界最好的空调一定是中国的格力，格力钛的车绝对不起火、不爆炸 4.字节多维表格AI产品负责人王翛离职二次创业 5.荣耀方飞回应苹果做折叠屏iPhone：荣耀折叠屏已经接近无人区，非常期待同台竞技 6.造车新兵「星空计划」工厂明年竣工，首款车2027年投产 7 . 微软大裁员引Xbox员工不满：一边告诉我们这是盈利最强的一年，一边却启动了裁员 8.TikTok 对美国电 商部门启动新一轮裁员，官方回应称"做出艰难决定" 今日头条 HEADLINE NEWS 被曝已通知全面停工停产，工资只发到6月，罗马仕深夜发声：没倒闭 7月4日消息，罗马仕在充电宝自燃、召回事件发生后，成了大家关注的焦点。日前有报道称，罗马仕员工 透露7月1日开始内部已经陆续通知员工全面停工停产，正式公告还没出，员工工资只发到6月份。对此， 罗马仕官微深夜发文辟谣，称"没有倒闭，感谢关心。" 同时罗马仕还表态：定将努力解决所有朋友、用户及合作伙伴的一切问题。值得注意的是， ...

7月3日深夜，罗马仕发布公告回应称，"没有倒闭，感谢关心。定将努力解决所有朋友、用户及合作伙伴的一切问题"。 整理 ｜孙安雅 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 宇信科技 36氪获悉，据港 交所，北京宇信科技集团股份有限公司在港交所递交上市申请，联席保荐人为华泰金融控股（香港 ）有限公司及法国巴黎证券 （亚洲）有限公司。 美格智能 36氪获悉，港交所文件显示，美格智能技术股份有限公司向港交所提交上市申请书，保荐人兼整体协调人为中国国际金融证券有限公司。 承泰科技 36氪获悉，港交所文件显示，深圳承泰科技股份有限公司向港交所提交上市申请书，独家保荐人为国泰君安证券（香港）有限公司。 罗马 仕辟谣倒闭传闻，有供应商称款项已被延付 罗马仕将全面停工停产一事迅速发酵，被外界误读为罗马仕即将倒闭，相关词条迅速登上热搜。7月3日深夜，罗马仕发布公告回应称，"没有倒 闭，感谢关心。定将努力解决所有朋友、用户及合作伙伴的一切问题"。一位罗马仕的供应商表示，这事发生得比较突然，公司还没有收到罗马仕 停工停产的正式通知。罗马仕的表态是可以结清该供应商的款项，但账户资金有 ...