Group 1: Company News - Uber and UK startup Wayve announced plans to conduct autonomous vehicle testing in London [2] - Morgan Stanley released a report naming Coca-Cola as a top pick, reiterating an "overweight" rating with a target price of $81 [2] - Honda is reportedly investing several billion yen in Japanese advanced chip manufacturer Rapidus [2] - Parvus Asset Management is reportedly increasing its stake in Novo Nordisk [2] - NVIDIA and HPE announced a collaboration with the Leibniz Supercomputing Centre to build a new supercomputer using NVIDIA's next-generation chips [2] - Microsoft-backed AI lab Mistral is set to launch its first inference model [2] - IBM is reportedly developing a large-scale fault-tolerant quantum computer [2] - Tencent Music plans to acquire Himalaya for $1.26 billion [2] - Toyota and Daimler Trucks are set to complete the merger of their truck divisions by April 2026 [2] - AT&T plans to reaffirm its 2025 financial guidance along with a stock buyback plan of at least $3 billion [2] - Blackstone Group plans to invest $500 billion in Europe over the next decade [2]

6月10日，国家发展改革委主任郑栅洁主持召开科技型民营企业座谈会，围绕科学编制"十五五"规划，聚 焦科技创新领域听取意见建议。 据悉，北京市摩尔线程、浙江省蚂蚁科技集团、广东省华大基因、河南省银金达新材料、重庆市七腾机器人等 5家民营企业负责人参加座谈会。 座谈会上，上述参会企业负责人结合生产经营情况、各自领域科技发展态势等畅所欲言，提出许多有针对性的 政策建议。 参会企业谈到，未来5—10年是相关领域科技集中突破的关键时期，我国具有集中力量办大事的制度优势、超 大规模市场潜力和丰富多元的应用场景，将为企业加快技术创新和产品迭代提供广阔舞台和重大机遇。建议国 家在编制"十五五"规划时，更加突出科技创新和产业创新相结合、技术研发和场景应用相结合、市场拓展和民 生改善相结合，强化科技创新领域的资金、人才、能源、数据等要素支撑。 同时，与会企业负责人纷纷表示，未来将继续加大研发投入，不断强化自主创新，积极服务国家发展战略和规 划，为经济社会高质量发展贡献力量。 同时，国家发展改革委将坚持和完善政企常态化沟通交流机制，广泛听取民营企业意见建议，点面结合、一企 一策帮助解决实际困难问题，促进民营经济健康发展、高质量发展 ...

Overall Requirements - The document emphasizes the importance of adhering to Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era and implementing the spirit of the 20th National Congress of the Communist Party of China. It aims to deepen reforms and expand openness in Shenzhen, serving as a model for national development [2]. Education, Technology, and Talent Reform - The document outlines the need for efficient collaboration between industry, academia, and research, enhancing the role of enterprises in technological innovation. It suggests exploring new management systems for research institutions and reforming research funding management [3]. - It advocates for integrating education with industry needs, supporting the joint training of high-quality engineering talents, and optimizing the enrollment mechanisms for migrant workers' children [4]. - The document calls for improving support mechanisms for overseas talent recruitment, enhancing service policies for foreign professionals [5]. Financial and Economic Development - It highlights the importance of establishing incentive mechanisms for financial services to support the real economy, including trials for integrated financial services for technology industries [6]. - The document encourages innovation in supporting emerging industries and the establishment of a comprehensive service system for technology transfer and commercialization [6]. - It emphasizes the need for market-oriented reforms in data elements, including the establishment of trading rules and mechanisms for data circulation and sharing [7]. Open Economy System - The document stresses the optimization of goods trade and the support for new trade models, particularly in enhancing customs facilitation [8]. - It proposes innovations in service trade, including pilot projects for high-value-added services and the expansion of international express business [8]. - The document also discusses improving mechanisms for personnel mobility, including reforms to facilitate the practice of foreign professionals in Shenzhen [8]. Governance and Public Services - It outlines the need for enhancing public service levels, particularly in drug and medical device regulation, and improving the efficiency of social governance through digital reforms [9]. - The document calls for comprehensive management of natural resources and land, including innovative land use policies and the management of idle land [9]. - It emphasizes the importance of judicial reforms and the establishment of a diversified dispute resolution mechanism [10]. Implementation and Evaluation - The document stresses the necessity of strengthening the Party's leadership in the reform process and ensuring the effective implementation of reform measures [11]. - It highlights the importance of evaluating and promoting the experiences gained from the reform pilot, ensuring timely adjustments to ineffective measures [11].

Group 1: Event Overview - CITIC Securities will hold a mid-term capital market investment summit in 2025, inviting industry leaders to discuss market dynamics and investment strategies [1] - The summit aims to provide a platform for experts to share insights and for investors to gain access to cutting-edge information [3] Group 2: Key Speakers and Their Contributions - Mr. Jin Jianhua, the new General Manager of CITIC Securities, will share his extensive experience in investment banking and asset management, focusing on business synergy and market development [1] - Mr. Li Yang, a prominent academic and policy consultant, will provide insights on the development of China's financial market and future economic trends [1] - Professor Zhao Minghao from Fudan University will discuss international relations and strategic issues, contributing his significant research in international strategy [1] - Associate Professor Liu Zhiyuan from Tsinghua University will present advancements in artificial intelligence and its applications in finance [2] - Ms. Ru Yi, CEO of Li Weike Technology, will share her experiences in integrating technology with finance, emphasizing innovation [2] - Mr. Wu Rong from Morningstar will offer practical investment insights based on his expertise in fund research and portfolio management [2] - Ms. Dong Yiting from Zhiming Technology will discuss the application of quantitative strategies in the current market environment [2] - Mr. Lü Chengtao from Qianxiang Investment will provide valuable investment strategy guidance based on his deep understanding of asset allocation [2] Group 3: Industry Impact - The summit will facilitate discussions on the impact of smart investment advisory platforms on personal wealth management [3] - Participation from leading figures in the investment industry will enhance the quality of market analysis and investment strategies shared at the event [3]

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The Chinese economy continues to recover steadily, with positive changes in trade and consumption, but also faces challenges such as low CPI and PPI [2][3][13][14]. - The commodity market shows various trends, including the listing of new futures options, fluctuations in precious metal prices, and changes in inventory of metals [3][4][7]. - The bond market is affected by factors such as central bank operations, trade negotiations, and market supply - demand, with yields showing different changes [19][20][23]. - The stock market performs strongly, with A - shares and港股 rising, and new stocks having a high success rate and significant profit - making effect [28][29]. 3. Summary by Directory Macro Data Overview - GDP in Q1 2025 increased by 5.4% year - on - year, the same as the previous quarter [1]. - In May 2025, the manufacturing PMI was 49.5%, up from 49.0% in the previous month; the non - manufacturing PMI was 50.3%, down from 50.4% in the previous month [1]. - In April 2025, the social financing scale increment was 11,591 billion yuan, and the new RMB loans of financial institutions were 280 billion yuan [1]. - In May 2025, CPI was - 0.1% year - on - year, and PPI was - 3.3% year - on - year [1]. - In the first five months of 2025, the total value of goods trade imports and exports was 17.94 trillion yuan, a year - on - year increase of 2.5% [3][14]. Commodity Investment Reference Comprehensive - In May, CPI decreased by 0.2% month - on - month and 0.1% year - on - year; PPI decreased by 0.4% month - on - month and 3.3% year - on - year [2]. - In the first five months, the total value of goods trade imports and exports increased by 2.5% year - on - year, with exports increasing by 7.2% and imports decreasing by 3.8% [3][14]. - The casting aluminum alloy futures and options were listed on the SHFE on June 10 [3]. - The Baltic Dry Index rose 3.55% to 1691 points on June 9 [6]. - Citigroup postponed the forecast of the US interest rate cut from July to September and expected three rate cuts this year [6]. Metals - Diversified asset allocation is crucial when constructing an anti - risk investment portfolio, and investors need to be more cautious due to changes in the macro - economic environment [7]. - On June 6, copper, zinc, and aluminum inventories at the LME reached new lows, with significant decreases [7]. - As of June 9, the gold holding of SPDR Gold Trust increased by 0.21% [8]. - Precious metal prices showed a differentiated trend on June 9, with platinum rising 7.8% [8]. Coal, Coke, Steel, and Minerals - In the first five months, China's imports of iron ore, crude oil, coal, soybeans, and refined oil decreased in varying degrees, along with a decline in import prices [9]. Energy and Chemicals - In May 2025, China's refined oil export value and volume decreased both month - on - month and year - on - year [10]. - OPEC's oil production in May increased by 150,000 barrels per day compared to April [10]. Agricultural Products - China's soybean imports in May reached a record high of 13.198 million tons [11]. - India is expected to increase sugar exports in the 2025/26 season [11]. Financial News Compilation Open Market - The central bank conducted 173.8 billion yuan of 7 - day reverse repurchase operations on June 9, with an operating rate of 1.40% [12]. Key News - The first meeting of the China - US economic and trade consultation mechanism was held in London on June 9 and continued on June 10 [5][13]. - The issuance of science and technology innovation bonds was well - received, with a total issuance of over 374.8 billion yuan in the first month [15]. - The total debt due of real - estate enterprises in 2025 will reach 525.7 billion yuan, an increase of about 8.9% compared to 2024 [16]. - The scale of bond ETFs has exceeded 300 billion yuan, and more than 30% of bond funds' net values reached new highs in June [16]. Bond Market Summary - Yields of major interest - rate bonds in the inter - bank market fluctuated slightly, and Treasury bond futures closed with mixed results [19]. - Bond prices in the exchange market showed different trends, and the money market rates mostly declined [20][21]. - Yields of European and US bonds generally decreased [23]. Foreign Exchange Market - The on - shore RMB against the US dollar rose 9 points to 7.1838 at 16:30 on June 9 [24]. - The US dollar index fell 0.19% to 99.01 in New York trading [24]. Research Report Highlights - The real - estate market is expected to stabilize, but the process may be divided into three stages [25]. - Interest rates are expected to reach new lows, and a new downward trend may start from mid - to late June [25]. - When investing in convertible bonds, investors should maintain a neutral position and pay attention to selection [26]. Today's Reminder - On June 10, 265 bonds were listed, 137 bonds were issued, 63 bonds were due for payment, and 141 bonds were due for principal and interest repayment [27]. Stock Market News - A - share indices rose, with the Shanghai Composite Index rising 0.43% to 3399.77 points [28]. - Hong Kong stock indices were strong, and all three indices entered a technical bull market [28]. - The average online winning rate of new stocks in 2025 decreased, and the profit - making effect of new stocks was significant [29].

Core Insights - The rapid development of the digital economy has made digital finance a strong engine for the innovation and upgrading of the financial system [1] - MinTai Bank is actively exploring new pathways for digital transformation, focusing on building an innovative cloud platform to support its financial services [3][4] Group 1: Digital Transformation and Cloud Platform - MinTai Bank is committed to a digital transformation strategy that emphasizes professional operations, technological development, comprehensive services, and refined management [4] - The bank has established 343 branches and ranked 485th in the 2024 Global Bank 1000 list by The Banker magazine [4] - The need for a self-innovative cloud platform is driven by the demand for flexible resource allocation and rapid response to various applications, including anti-money laundering and fraud detection [4][5] Group 2: Business Resilience and New Technology Applications - The increasing uncertainty of traditional technology routes necessitates a focus on business resilience, emphasizing the importance of continuity and reliability [5] - New technologies, particularly artificial intelligence, are accelerating integration with financial business scenarios, requiring a shift to distributed and cloud-native architectures [6] Group 3: Self-Developed Cloud Platform Advantages - The self-developed cloud platform utilizes various self-innovative hardware and software products, enhancing operational efficiency and providing secure and stable service guarantees [8] - Compared to traditional IT infrastructure, the new platform offers advantages such as technical leadership, service orientation, and high reliability [8] Group 4: Achievements and Recognition - Since its launch in 2022, the self-developed cloud platform has undergone two years of upgrades and now supports 83 application systems, significantly improving cost efficiency and security [9] - MinTai Bank has established a mature methodology and best practices in strategy formulation, technology stack selection, and performance optimization, earning recognition from the Ministry of Industry and Information Technology [9]

证券代码：688755 证券简称：汉邦科技 公告编号：2025-001 江苏汉邦科技股份有限公司 关于签订募集资金专户存储监管协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、募集资金基本情况 经中国证券监督管理委员会《关于同意江苏汉邦科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2025〕396 号）批准，江苏汉邦科技股份有 限公司（以下简称"公司"或"汉邦科技"）首次公开发行人民币普通股（A 股） 数 量 为 22,000,000 股 ， 发 行 价 格 为 22.77 元 / 股 ， 募 集 资 金 总 额 为 资金净额为 430,673,546.03 元。天健会计师事务所（特殊普通合伙）已于 2025 年 5 月 13 日对上述募集资金到位情况进行了审验，并出具了《验资报告》（天 健验〔2025〕110 号）。 二、《募集资金专户存储三方/四方监管协议》的签订情况和募集资金专户 的开立情况 为规范公司本次发行募集资金的存放、管理，保护投资者的权益，提高募集 资金使用效率，根据《上市公司监管 ...

在美国政治不确定性加剧、市场吸引力相对削弱的背景下，国际资本正重新评估全球配置。然而，欧洲 资本市场或面临"接不住"潜在资金流入的尴尬境地。管理1.9万亿美元资产的挪威石油基金最新发出警 告，欧洲资本市场因结构性问题竞争力不足，其自身对欧股的配置比例在过去十年已从26%大幅降至 15%。 结构性问题已导致欧洲优质上市资源的持续流失，进一步削弱其吸引力。挪威石油基金持有的欧洲公司 数量在过去十年间锐减四分之一，目前仅为1546家。 据英国《金融时报》6月9日报道，欧洲最大的单一投资者——挪威石油基金敲响警钟。该基金平均持有 欧洲每家上市公司约2.5%的股份，其动向被视为重要风向标。该基金披露，其欧洲股票配置占比在过 去十年间已从26%显著下降至15%。 "一个运转良好的欧洲市场对我们至关重要，"该基金市场策略主管Malin Norberg表示。她强调，欧洲在 商业活力和为机构投资者提供新机会方面已落后于美国和部分亚洲市场。 美国政治动荡意外为欧洲资本市场提供了重振吸引力的契机。但挪威石油基金十年持仓腰斩的数据和警 告表明，若欧盟无法迅速破除法规藩篱、推动深度一体化改革，恐将错失本轮国际资本重新布局的历史 性机遇 ...

Macro Economic Indicators - As of the end of May, China's gold reserves stood at 73.83 million ounces (approximately 2,296.37 tons), marking an increase of 60,000 ounces (about 1.86 tons) month-on-month, representing the seventh consecutive month of gold accumulation by the central bank [1][3]. - The National Bureau of Statistics released the Consumer Price Index (CPI) and Producer Price Index (PPI) for May on June 9 [2][3]. - The 2025 China Marine Economy Development Index was released on June 8, indicating a 2.3% year-on-year growth, with the index projected to reach 125.2 in 2024, reflecting strong momentum in marine economic development [1][3]. Company Developments - BYD held its 2024 shareholder meeting on June 6, where Chairman Wang Chuanfu expressed confidence in achieving a sales target of 10 million vehicles in the next 5-10 years, emphasizing the importance of intelligent driving technology [15]. - Stone Technology announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance global brand recognition and optimize capital structure [18]. - China Petroleum & Chemical Corporation (Sinopec) and Shanghai Electric Group discussed expanding their cooperation following a strategic agreement signed last year [18]. Market Trends - The first quarter of this year saw a 67.8% year-on-year increase in international cruise passenger transport in China, highlighting the robust growth of the marine economy [12]. - The number of newly registered private equity securities investment funds increased by over 45% year-on-year as of May 31, indicating a surge in both new and existing capital entering the market [13]. - High dividend returns and value enhancement strategies are being promoted by the Shanghai Stock Exchange to boost investor confidence and market activity [8]. Regulatory and Governance Updates - The State-owned Assets Supervision and Administration Commission (SASAC) issued new guidelines for the development planning of central enterprises, establishing a three-tier planning system [6]. - The China Securities Regulatory Commission approved the Central Huijin Investment Co., Ltd. as the actual controller of several securities and fund management companies [9][11].

导 语： 人工智能技术将可能把数字生活与公路之旅结合，为每位乘客提供个性化的内容、媒 体和偏好设置。 未来的汽车可能会拥有没有方向盘、仪表盘和朝前座椅的内饰，从而提升车内体验。 人工智能技术将可能把数字生活与公路之旅结合，为每位乘客提供个性化的内容、媒体和偏好设 置。 未来的汽车可能会监测健康状况、检测紧急情况、控制智能家居，并通过屏幕提供娱乐。 随着自动驾驶汽车逐渐成为现实，各大公司正在探索可以提升旅行体验的设计。 未来汽车将改变美国公路旅行的方式 随着自动驾驶汽车变得越来越可能，汽车公司正在探索能够打破设计常规的车辆，去除朝前座椅、 方向盘和仪表盘，从而让车内旅行体验更加丰富。 "我们正在寻找一种既能享受被司机带领的极致奢华，又能拥有旅行的真实体验并获取所有所需信 息的方式，"凯迪拉克（Cadillac）全球设计负责人布莱恩·内斯比特（Bryan Nesbitt）说。 凯迪拉克已经在体验式设计方面进行了一些尝试。 内斯比特和他的团队最近推出了三种概念设计：一款流线型的两人豪华旅行车，配有像床一样的座 椅和共享的弯曲屏幕，适合长时间周末出行；一款方形的六人休闲车，适合与朋友一起探索大自然 和社交；以及一款单 ...