来源：金融界 光峰科技最新一期业绩显示，截至2025一季报，公司营业总收入4.61亿元、同比增长3.67%，归属净利 润2135.96万元，同比减少147.95%，扣非净利润2397.49万元，同比减少3948.64%，流动比率2.566、速 动比率2.117、资产负债率35.41%。 天眼查商业履历信息显示，深圳光峰科技股份有限公司，成立于2006年，位于深圳市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本45929.1145万人民币，实缴资本17783.1559万人民币。 公司法定代表人为李屹。 通过天眼查大数据分析，深圳光峰科技股份有限公司共对外投资了23家企业，参与招投标项目437次， 知识产权方面有商标信息395条，专利信息2288条，此外企业还拥有行政许可70个。 金融界消息 截至2025年8月1日收盘，光峰科技（688007）报收于15.19元，下跌0.46%，换手率1.41%， 成交量6.47万手，成交金额9834.12万元。 资金流向方面，今日主力资金净流出1551.58万元，占比成交额15.78%。其中，超大单净流出985.41万 元、占成交额10.02%，大单净流出566. ...

8月4日消息，天眼查融资历程显示，杭州医策科技有限公司近日获得"Pre-A轮"融资，涉及融资金额数 千万人民币，投资机构为万原点资本，藕舫天使，国聚创投。 资料显示，杭州医策科技有限公司法定代表人为XIAOMEI WANG，成立于2021年，位于杭州市，是一 家以从事软件和信息技术服务业为主的企业。企业注册资本598.6773万人民币，并已于2025年完成了 Pre-A轮，交易金额数千万人民币。 通过天眼查大数据分析，杭州医策科技有限公司共对外投资了2家企业，知识产权方面有商标信息48 条，专利信息32条，此外企业还拥有行政许可1个。 天眼查信息显示，杭州医策科技有限公司的股东为：迪安诊断技术集团股份有限公司、杭州数睿健康医 疗科技有限公司、杭州得循企业管理咨询合伙企业（有限合伙）、杭州泰鲲股权投资基金合伙企业（有 限合伙）、杭州迪策企业管理咨询合伙企业（有限合伙）。 来源：金融界 ...

Market Overview - The Hong Kong stock market continues to show low valuations and increased trading activity under the "profit-making effect," maintaining a relatively optimistic outlook for the medium to long term [3] - In July, major stock indices in both A-shares and Hong Kong recorded increases between 2% to 5%, with the healthcare sector performing the best, as evidenced by the 23% rise in the Wind Hang Seng Medical Health Index [3] - Southbound capital inflows reached a new high of 135.6 billion HKD in July, indicating strong interest in Hong Kong stocks [3] Sector Focus - The report suggests continued attention on sectors such as artificial intelligence, robotics, semiconductors, and industrial software, which are seen as new productivity drivers [3] - New consumption sectors supported by policy, including infant consumption, sports apparel, and IP film and animation, are also highlighted as areas of interest [3] - The report emphasizes the value of investing in state-owned enterprises with low valuations and high dividends across various sub-sectors [3] - Companies benefiting from "AI+" empowerment in the tech sector and industry leaders are recommended for further observation [3] Company Highlights - In the software industry, China's software business revenue reached 70,585 billion CNY in the first half of the year, marking an 11.9% year-on-year growth, with total profits increasing by 12.0% to 8,581 billion CNY [9] - The report recommends focusing on leading companies in the software and information technology services sector, such as China Software International (0354HK) and Kingdee International (0268HK) [9] - In the gold mining sector, the report notes that global central banks purchased 166.5 tons of gold in the last quarter, with expectations for total demand to reach approximately 815 tons this year [9] - Companies like China Gold International (2099HK) and Zijin Mining (2899HK) are suggested for investment consideration due to their strategic asset positioning in gold [9]

Core Insights - The article highlights the innovative marketing model of "one code per item + scan to win" by the interactive marketing platform, which has become a core engine for growth in the beverage industry [1] - The platform leverages technology to reconstruct the relationship between products, consumers, and sales channels, transforming traditional promotional activities into a data-driven precision marketing system that aids brands in customer acquisition, repurchase, and retention [1] Customer Acquisition - The "dynamic code assignment" technology allows beverage brands to adjust scan reward strategies in real-time based on consumer profiles, leading to a 32% conversion rate for a certain liquor brand's Spring Festival promotion offering a 20 yuan discount for first-time buyers [3] - The platform's capability of "one scan, all reach" enables the redirection of scanned users to various platforms such as WeChat groups, Douyin challenges, and Tmall flagship stores, resulting in 3.2 billion exposures and over 5 million private domain users for a leading liquor brand during the Spring Festival, with 45% of traffic coming from secondary dissemination after scanning [3] Repurchase - The "five-code integration" system (bottle code, outer bottle code, box code, case code, and pallet code) turns products into full-link data collectors, allowing a beer brand to reduce its replenishment cycle from 15 days to 7 days and improve supply chain response speed by 60% through targeted regional marketing activities [5] - The development of a "virtual winery" metaverse scene, featuring AR tasting and NFT collectibles, increased user engagement time from the industry average of 2 minutes to 12 minutes, while a certain sauce liquor brand improved its product detail page conversion rate by 17% by integrating user reviews [5] Customer Retention - The membership points system and community viral tools convert public traffic into private assets, with a liquor brand implementing a "three-stage operation strategy" that increased repurchase frequency to 2.8 times per month through limited edition rewards and boosted average transaction value by 1.8 times through private tasting events [6] - This "layered operation + value deepening" model enhanced brand member activity by 40% and reduced customer acquisition costs by 35%, while the platform's federated learning technology ensures "data usable but not visible," providing precise user profiles while safeguarding consumer privacy [6]

天眼查商业履历信息显示，山东中创软件商用中间件股份有限公司，成立于2002年，位于济南市，是一 家以从事软件和信息技术服务业为主的企业。企业注册资本8505.1378万人民币，实缴资本3900万人民 币。公司法定代表人为景新海。 8月4日，沪深两融数据显示，中创股份上周累计获融资净买入额1475.45万元，居两市第489位，上周融 资买入额4841.24万元，偿还额3365.79万元。 中创股份所属概念板块包括：软件开发、山东板块、融资融券、机构重仓、DeepSeek概念、信创、国 产软件、物联网、军工。 资金流方面，中创股份近5日主力资金流入1971.77万元，区间涨幅7.57%；近10日主力资金流入1440.90 万元，区间涨幅2.91%。 通过天眼查大数据分析，山东中创软件商用中间件股份有限公司共对外投资了2家企业，参与招投标项 目245次，知识产权方面有商标信息15条，专利信息379条，此外企业还拥有行政许可1个。 来源：金融界 ...

中国神华、佳创视讯8月4日起停牌。 根据上市公司公告，中国神华（601088）、佳创视讯（300264）股票均将自8月4日起停牌，其中，中国神华筹划发行股份及支付现金购买资产并募集配套资金，佳 创视讯控股股东筹划公司控制权变更事项。 佳创视讯：控股股东筹划公司控制权变更事项 8月3日晚，佳创视讯发布公告称，公司收到控股股东、实际控制人陈坤江先生通知，近日陈坤江先生正在筹划其所持有公司股份协议转让相关事项，该事项可能导 致公司控股股东及实际控制人发生变更。目前，各方主体正在就具体交易方案、协议等相关事项进行论证和磋商，具体情况以各方签订的相关协议为准。 公告称，鉴于上述事项尚存在重大不确定性，为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，根据相关规定，经公司向深圳证券交易所申 请，公司股票自2025年8月4日（星期一）开市起停牌，预计停牌时间不超过2个交易日。 中国神华：筹划发行股份及支付现金购买资产并募集配套资金 8月1日晚，中国神华公告称，公司当天收到控股股东国家能源投资集团有限责任公司（以下简称"国家能源集团"）的《关于筹划重大事项的通知》，初步考虑拟由 公司发行股份及支付现金购买国家能源 ...

Core Viewpoint - The company, Shenzhen Jiachuan Video Technology Co., Ltd., is undergoing a change in control, which has led to the suspension of its stock trading to ensure fair information disclosure and protect investor interests [1] Group 1 - The controlling shareholder and actual controller, Chen Kunjian, is planning matters related to the change of control of the company [1] - The company has applied to the Shenzhen Stock Exchange for a trading suspension, effective from August 4, 2025, to prevent abnormal fluctuations in the stock price [1] - The expected duration of the trading suspension is no more than two trading days [1]

天眼查商业履历信息显示，长春吉大正元信息技术股份有限公司，成立于1999年，位于长春市，是一家 以从事软件和信息技术服务业为主的企业。企业注册资本19362.0227万人民币，实缴资本13530万人民 币。公司法定代表人为于逢良。 通过天眼查大数据分析，长春吉大正元信息技术股份有限公司共对外投资了16家企业，参与招投标项目 1900次，知识产权方面有商标信息87条，专利信息80条，此外企业还拥有行政许可32个。 来源：金融界 金融界消息 截至2025年8月1日收盘，吉大正元（003029）报收于26.11元，下跌0.65%，换手率4.18%， 成交量7.24万手，成交金额1.88亿元。 资金流向方面，今日主力资金净流出1936.19万元，占比成交额10.28%。其中，超大单净流出1253.54万 元、占成交额6.65%，大单净流出682.65万元、占成交额3.62%，中单净流出流出878.15万元、占成交额 4.66%，小单净流入2814.33万元、占成交额14.94%。 吉大正元最新一期业绩显示，截至2025一季报，公司营业总收入6081.51万元、同比减少51.89%，归属 净利润3073.90万元，同比 ...

金融界消息 截至2025年8月1日收盘，六九一二（301592）报收于168.0元，上涨4.11%，换手率 21.48%，成交量3.76万手，成交金额6.26亿元。 通过天眼查大数据分析，四川六九一二通信技术股份有限公司共对外投资了9家企业，参与招投标项目 22次，知识产权方面有商标信息32条，专利信息56条，此外企业还拥有行政许可14个。 资金流向方面，今日主力资金净流入7505.18万元，占比成交额11.98%。其中，超大单净流入6086.17万 元、占成交额9.72%，大单净流入1419.01万元、占成交额2.27%，中单净流出流出4181.88万元、占成交 额6.68%，小单净流出3323.29万元、占成交额5.31%。 来源：金融界 天眼查商业履历信息显示，四川六九一二通信技术股份有限公司，成立于2017年，位于德阳市，是一家 以从事软件和信息技术服务业为主的企业。企业注册资本7000万人民币，实缴资本7000万人民币。公司 法定代表人为蒋家德。 六九一二最新一期业绩显示，截至2025一季报，公司营业总收入2285.38万元、同比减少35.02%，归属 净利润1720.39万元，同比减少629.45 ...

Core Insights - The digital economy aligns with the characteristics of high-tech, high-efficiency, and high-quality new productive forces, making it a key area for accelerating the development of new productive forces [1] - In the first half of the year, the value added of the information transmission, software, and information technology service industry grew by 11.1% [1] - The core industries of the digital economy accounted for approximately 10% of GDP, which is relatively high even compared to developed countries [1] Industry Trends - Digital technology is deeply integrating into the economic fabric at an unprecedented speed, with digital elements becoming key production factors for high-quality industrial development [1] - Continuous advancements in digital technology innovation, innovative allocation of data elements, digital transformation of traditional industries, and reform and innovation are significantly enhancing production efficiency [1] - Cross-industry integration and innovation are becoming the norm as the economy accelerates its transition towards a "smart economy" [1]