Core Insights - Gree New Yuan Electronics Co., Ltd., Gree Electric Appliances Inc., and Gree New Yuan Electronics (Nanjing) Co., Ltd. have obtained a patent for a device that promotes the absorption of electrolytic liquid in electrolytic capacitors, with the patent granted on CN112802693B and applied for on January 1, 2021 [1][2]. Company Overview - Zhuhai Gree New Yuan Electronics Co., Ltd. was established in 1988 and is located in Zhuhai City, primarily engaged in the manufacturing of computers, communications, and other electronic devices. The company has a registered capital of 126.18 million RMB. It has invested in 2 companies, participated in 44 bidding projects, and holds 304 patents along with 31 administrative licenses [1]. - Zhuhai Gree Electric Appliances Inc. was founded in 1989 and is also based in Zhuhai City, focusing on the manufacturing of electrical machinery and equipment. The registered capital is 601,573.0878 million RMB. The company has invested in 101 enterprises, participated in 5,000 bidding projects, and possesses 5,000 trademark and patent records, in addition to 827 administrative licenses [1]. - Gree New Yuan Electronics (Nanjing) Co., Ltd. was established in 2018 and is located in Nanjing City, primarily engaged in retail. The registered capital is 10 million RMB. The company has participated in 2 bidding projects, holds 24 patents, and has 14 administrative licenses [2].

主力资金监控：沃尔核材净买入超9亿 | 排名 | 股票名称 | 主力资金净流出(亿元) | 主力资金净流出率(%) | | --- | --- | --- | --- | | 1 | 好上好 | -3.83 | -21.69 | | 2 | 东方财富 | -3.44 | -10.75 | | 3 | 中京电子 | -2.50 | -9.98 | | র্ম | 国脉科技 | -2.31 | -12.69 | | 5 | 比亚迪 | -2.21 | -15.38 | | 6 | 长城军工 | -2.11 | -13.59 | | 7 | 山子高科 | -2.03 | -30.62 | | 8 | 盈方微 | -1.99 | -17.46 | | g | 博敏电子 | -1.93 | -11.83 | | 10 | 国轩高科 | -1.91 | -14.04 | 星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) 智通财经7月4日电，智通财经星矿数据显示，今日早盘主力资金净流入银行、公用事业、计算机等板块，净流出电子、有色金属、 国防军工等板块，其中电子板块净流出超37亿元。个股方面，沃尔核材涨停 ...

Core Viewpoint - Copper cable high-speed connection concept stocks are experiencing a surge, with notable increases in share prices for several companies [1] Group 1: Company Performance - Woer (002130) reached the daily limit increase [1] - Shenyu Co., Ltd. (300563) rose over 8% [1] - Zhaolong Interconnect (300913), Dingtong Technology, and Shenglan Co., Ltd. (300843) also saw price increases [1] Group 2: Market Activity - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]

Group 1 - Shenzhen Yuekunkun Environmental Industry Co., Ltd. and its affiliated companies have obtained a patent for a device and method to remove heavy metals from industrial wastewater, with the patent number CN119797516B, applied for on March 2025 [1] - Shenzhen Yuekunkun Environmental Industry Co., Ltd. was established in 2000, has a registered capital of 30 million RMB, and has participated in 56 bidding projects [1] - Shenzhen Yuekunkun Environmental Technology (Group) Co., Ltd. was established in 2013, has a registered capital of 10 million RMB, and has 9 patents [1] Group 2 - Fuzhou Pengkun Water Treatment Co., Ltd. was established in 2010, has a registered capital of 10 million RMB, and has participated in 17 bidding projects [2] - Shenzhen Yaozhuxing Technology Co., Ltd. was established in 2018, has a registered capital of 5 million RMB, and has 1 patent [2] - Shenzhen Jinguocheng Environmental Technology Co., Ltd. was established in 1999, has a registered capital of 6 million RMB, and has 1 patent [2]

资料来源:同花顺iFinD 今日重点推荐： 其 他 报 告 【平安证券】债券半年度报告*供给分化，择木而栖——信用债 2025年半年度报告*20250703 2025年07月04日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3461 | 0.18 | 1.91 | | 深证成份指数 | 10535 | 1.17 | 3.73 | | 沪深300指数 | 3968 | 0.62 | 1.95 | | 创业板指数 | 2164 | 1.90 | 5.69 | | 上证国债指数 | 226 | 0.00 | 0.02 | | 上证基金指数 | 6940 | 0.06 | 0.37 | | 大宗商品 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 商品名称 | 收盘 | 1日 | 上周 | 晨 会 纪 要 研 究 报 告 | 纽约期油(美元/桶) | 68 | -- | -12.12 | | --- | --- | --- | --- | | 现货金( ...

Listing Activities - Beijing Yuxin Technology Group Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) as joint sponsors [1] - Meige Intelligent Technology Co., Ltd. has also submitted a listing application to the Hong Kong Stock Exchange, with China International Capital Corporation as the sponsor and overall coordinator [2] - Shenzhen Chengtai Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with Guotai Junan Securities (Hong Kong) as the exclusive sponsor [3] Company News - Roma Shi has denied rumors of bankruptcy, stating that they are working to resolve payment issues with suppliers, although funds are currently under pressure [4] - Alibaba plans to issue approximately HKD 12 billion in zero-coupon convertible bonds, which will be unsecured and non-subordinated debt, with proceeds aimed at supporting cloud infrastructure and international business development [8] - Xiaomi has recently applied for multiple "REDMI" trademarks across various international classifications, indicating potential expansion into new product categories [9] Market Developments - The U.S. government has lifted restrictions on the export of chip design software to China, allowing major EDA software companies to supply their products without special approval, which could significantly impact the Chinese EDA market [6] - The Hong Kong Stock Exchange has launched an order transmission service for its Integrated Fund Platform to enhance market efficiency [10] Financial Updates - The U.S. stock market saw all three major indices rise, with the Nasdaq and S&P 500 reaching new closing highs, driven by gains in technology stocks, including Nvidia, which hit a historical high [13] - Japan's companies have agreed to an average salary increase of 5.25%, marking the largest wage hike in 34 years, reflecting a positive trend in labor negotiations [15] Investment Activities - Shanghai Naiben Cloud Chain Technology Co., Ltd. has completed a 5 million RMB angel round of financing to enhance technology development and expand business capabilities [22] - "Huatai Jiguang" has completed an A-round equity financing led by Wuxi Innovation Investment Group, focusing on the industrialization of terahertz fusion detection and intelligent perception [23] - "Tiantong Weishi," a supplier in the intelligent driving sector, has completed a 500 million RMB D-round financing, indicating strong investor interest in the sector [24]

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 ...

11. 美国6月非农就业人口录得14.7万人，好于市场普遍预期；失业率录得4.1%，数据意外下降。交易员 不再押注美联储7月降息，9月降息概率下降。 欧元/美元 1. 王毅：稀土不会成为中欧之间的问题。 2. 美越贸易协定将对转运货物征收40%关税，外交部：有关协议不应损害第三方。 3. 国务院发文复制推广上海自贸试验区77条试点措施。 4. 美国取消全球三大芯片设计软件供应商对华出口限制。 5. 6月财新中国服务业PMI录得50.6，较5月回落0.5个百分点。 6. 北京拟规定：个人"二房东"转租10套及以上住房将纳入行业监管。 7. 商务部：将加强对二手车出口工作指导，促进二手车出口健康有序发展。 8. 美国政府致函美企撤销一项限制性许可要求，为恢复对华乙烷出口扫清道路。 9. 工信部召开第十五次制造业企业座谈会：依法依规、综合治理光伏行业低价无序竞争。 10. 员工曝罗马仕已通知全面停工停产，工资只发到6月份。罗马仕深夜发文：公司没有倒闭。 国内新闻： 国际新闻： 1. 关税-①冯德莱恩：欧盟的目标是在7月9日之前与特朗普政府达成一项"原则性协议"。②美财长：警 告关税可以上调回4月2日的水平，预计约有 ...

摘要 四创电子积极参与低空经济试点城市建设，尤其关注合肥市的发包时间 和产业化路径，并已在安徽蜀西湖进行示范场景建设，获得相关部门认 可。 华耀电子作为四创电子的子公司，在核聚变领域参与了 IS 和 IT 项目中 的 PSM 电源研发，并中标 PSM 加热电源批产订单约 2000 万元，正积 极跟进合肥等离子所的改造项目机会。 四创电子凭借高压电源的技术积累和地域优势，在 BEST 电源领域占据 较大份额，主要竞争对手为安徽金益，同时也需关注其他外地企业的竞 争。 四创电子在安徽低空项目上已进行大量研发和示范试点建设，计划向其 他城市拓展，但面临政策环境、市场接受度和供应链整合等挑战。 低空产业发展面临资金挑战，依赖政府规划和支持，前期已与多家央企 和国企对接，但具体实施方式尚未明确，需紧跟政府节奏。 四创电子的传统业务包括感知基础、感知产品和感知应用，雷达产品保 持稳定增长，军品方面表现稳定，子公司中标产品预计下半年或 2026 年进入批量生产阶段。 四创电子在反无人机及低空监视领域展出多种集成解决方案，包括雷达、 光电设备、频谱侦测等，应用于不同距离范围内的无人机防侵入监视， 并开发了低空安全系统。 Q& ...

Group 1: Electric Vehicle Exports - Shenzhen's electric vehicle exports reached 11.18 billion yuan in the first five months of the year, marking a year-on-year increase of 16.7% [1] - BYD, a local company, exported over 380,000 vehicles during the same period, representing a significant year-on-year growth of 93% [1] - The expansion of BYD's presence now spans over 70 countries and regions across six continents, covering more than 400 cities [1] Group 2: Charging Device Regulations - Shenzhen's market supervision authority has issued a notice prohibiting the sale of non-3C certified charging devices in the Huaqiangbei market [2] - Merchants in the Huaqiangbei market are currently checking their inventory to ensure compliance with the new regulations [2] - This measure aims to purify the market environment and promote orderly development within the electronic product trading sector [2] Group 3: Housing Loan Policy in Guangzhou - Guangzhou is proposing a "commercial to public" housing loan policy, which will be activated when the personal housing loan rate falls below 75% [3] - Preventive measures will be implemented when the loan rate reaches 85% or higher, including potential control on loan amounts and appointment requirements [3] - The policy aims to alleviate the financial burden on homebuyers and stabilize the real estate market [4] Group 4: Hong Kong Real Estate Market - In June, Hong Kong recorded 7,271 property sale agreements, reflecting a month-on-month increase of 12.9% and a year-on-year increase of 38.6% [5] - The total value of these agreements reached 66.4 billion HKD, with a month-on-month growth of 33.2% and a year-on-year growth of 61.6% [5] - These figures indicate a recovery trend in the Hong Kong real estate market, highlighting strong economic recovery momentum in the region [6] Group 5: Shenzhen Stock Market Performance - The Shenzhen Composite Index closed at 10,534.58 points, showing an increase of 1.17% [7] - Notable gainers included Xicet Testing, Yihua New Materials, and Yizhongliang, each rising by 20% [8] - Conversely, Feilu Technology, Wangxin Materials, and China Shipbuilding Emergency experienced declines of 12.3%, 11.41%, and 10.48% respectively [8]