Economic Overview - The national economy demonstrated resilience and stability in the first half of the year, with a GDP of 66,053.6 billion yuan, reflecting a year-on-year growth of 5.3% [3] - The first, second, and third industries saw growth rates of 3.7%, 5.3%, and 5.5% respectively, indicating a balanced economic performance across sectors [3] Industrial Performance - Industrial production grew rapidly, with a year-on-year increase of 6.4% in the added value of large-scale industries [3] - The equipment manufacturing sector and high-tech manufacturing sector outperformed, with growth rates of 10.2% and 9.5% respectively, surpassing the overall industrial growth by 3.8 and 3.1 percentage points [3] Consumer Market - The total retail sales of consumer goods reached 24.55 trillion yuan, growing by 5.0% year-on-year, with a notable acceleration in the second quarter [8] - Service retail sales increased by 5.3%, while goods retail sales grew by 5.1%, indicating a shift towards service consumption [8] Investment Trends - Fixed asset investment rose by 2.8% year-on-year, with manufacturing investment growing by 7.5%, showcasing a continued expansion in investment scale [5] - High-tech industries, particularly information services and aerospace manufacturing, saw investment growth rates exceeding 20% [5] Income and Employment - The per capita disposable income for residents reached 21,840 yuan, with a nominal growth of 5.3% and a real growth of 5.4% [6] - Rural residents experienced faster income growth compared to urban residents, with rural disposable income growing by 5.9% nominally and 6.2% in real terms [6] Consumer Confidence and Future Outlook - The consumption market showed positive signs, with expectations for continued growth in the second half of the year supported by government policies [8] - The contribution of final consumption expenditure to GDP growth was 52%, highlighting its role as the main driver of economic growth [9]

Group 1 - The 14th China Innovation and Entrepreneurship Competition in Zhengzhou successfully held its finals, featuring 11 projects from the growth group and 5 from the startup group advancing to the provincial competition [1] - The competition focused on key areas such as intelligent manufacturing, green low-carbon initiatives, and modern agriculture, covering strategic emerging industries like new-generation information technology, high-end equipment manufacturing, and biomedicine [1] - Zhengzhou aims to implement major requirements for innovation and entrepreneurship, striving to become a leading city in technological innovation within the province [1] Group 2 - The China Innovation and Entrepreneurship Competition is an annual event that gathers numerous entrepreneurial elites, scholars, and entrepreneurs, having successfully nurtured star companies like Zhongke Qingneng and Lingxi Biology [2] - The current competition emphasizes service innovation, providing one-stop services such as pre- and post-competition guidance and investment financing connections to enhance the competition's soft power [2] - Zhengzhou is committed to creating a top-tier ecosystem that encourages innovation, supports entrepreneurship, and helps participants achieve success, thereby empowering business development [2]

经济运行向新向好 上半年，面对外部冲击影响加大、内部困难挑战叠加的复杂局面，国民经济顶住压力稳中向好，展现较 强韧性。 一、上半年经济运行平稳，三次产业协同发展 上半年，我国GDP为660536亿元，按不变价格计算，同比增长5.3%，经济运行总体平稳。其中，第一 产业增加值31172亿元，同比增长3.7%；第二产业增加值239050亿元，同比增长5.3%；第三产业增加值 390314亿元，同比增长5.5%。三次产业增加值占GDP的比重分别为4.7%、36.2%和59.1%。 二季度，我国GDP为341778亿元，按不变价格计算，同比增长5.2%。其中，第一产业增加值19459亿 元，同比增长3.8%；第二产业增加值127147亿元，同比增长4.8%；第三产业增加值195172亿元，同比 增长5.7%。 从环比看，经季节因素调整后，二季度GDP环比增长1.1%，经济保持平稳向好态势。 二、重点行业增势良好，供给结构持续优化 上半年，各行业生产呈现稳步增长势头。农业生产形势较好，夏粮实现稳产丰收，畜牧业生产稳步提 高，农林牧渔业增加值同比增长3.9%。工业生产增长较快，工业增加值同比增长6.2%。其中，制造业 增 ...

Group 1 - The service industry has shown rapid growth in the first half of the year, with a service value added of 390,314 billion yuan, representing a year-on-year increase of 5.5% [1] - The proportion of service value added in GDP reached 59.1%, an increase of 0.7 percentage points compared to the same period last year [1] - In the second quarter, the service industry value added accelerated to 195,172 billion yuan, with a year-on-year growth of 5.7%, up by 0.4 percentage points from the first quarter [1] Group 2 - The modern service industry has performed well, with information transmission, software, and IT services growing by 11.1% year-on-year, and leasing and business services by 9.6% [2] - High-tech service industries have seen significant revenue growth, with high-tech service enterprises' revenue increasing by 9.9% and strategic emerging service industries by 9.5% from January to May [2] - The fixed asset investment in high-tech services grew by 8.6% year-on-year in the first half of the year [2] Group 3 - Service consumption has shown steady improvement, with service retail sales increasing by 5.3% year-on-year and per capita service consumption expenditure rising by 4.9% [2] - Online retail sales grew by 8.5% year-on-year, while tourism and cultural services saw significant increases, with tourism services up by 31.9% and cultural sports services by 7.4% [2] Group 4 - The service industry has maintained a positive outlook, with the business activity index averaging 50.2, indicating expansion [4] - The business activity expectation index averaged 56.7, remaining in a high prosperity range throughout the first half of the year [4]

Economic Overview - In the first half of the year, China's GDP reached 66,053.6 billion yuan, with a year-on-year growth of 5.3% [2] - The GDP for the second quarter was 34,177.8 billion yuan, showing a year-on-year growth of 5.2% [2] Industry Performance - The primary industry added value was 31.17 billion yuan, growing by 3.7%; the secondary industry added value was 239.05 billion yuan, growing by 5.3%; and the tertiary industry added value was 390.31 billion yuan, growing by 5.5% [2] - Industrial production increased by 6.2% year-on-year, with manufacturing growing by 6.6% [4] - The information transmission, software, and IT services sectors saw an increase of 11.1%, while leasing and business services grew by 9.6% [4] Domestic Demand and Consumption - Final consumption expenditure contributed 52.0% to economic growth in the first half, with a contribution of 52.3% in the second quarter [5] - Capital formation contributed 16.8% to economic growth in the first half, with a contribution of 24.7% in the second quarter [5] - Net exports contributed 31.2% to economic growth in the first half, with a contribution of 23.0% in the second quarter [5] New Economic Drivers - The information transmission, software, and IT services sector saw a revenue growth of 11.4% from January to May [6] - The added value of equipment manufacturing and high-tech manufacturing increased by 10.2% and 9.5% respectively in the first half [6] - Investment in equipment manufacturing grew by 7.5%, while high-tech service industry investment increased by 8.6% [6]

Core Insights - Shenzhen's total electricity consumption from January to June 2025 reached 56.93 billion kWh, marking a year-on-year increase of 4.8% [1] - The electricity consumption in the secondary industry was 26.99 billion kWh, up 2.5% year-on-year, while the tertiary industry consumed 20.95 billion kWh, reflecting a growth of 6.8% [1] - Residential electricity usage was 8.96 billion kWh, showing a significant increase of 7.6% year-on-year [1] Industry Performance - Industrial electricity consumption in Shenzhen totaled 26.01 billion kWh, with a year-on-year growth of 3.0%, indicating steady industrial development and ongoing transformation [1] - The manufacturing sector accounted for 21.09 billion kWh of electricity consumption, also growing by 3.0% year-on-year [1] - Notable growth in specific manufacturing sectors included automotive manufacturing (24.5%), computer, communication, and other electronic equipment manufacturing (11.4%), instrument manufacturing (8.1%), and pharmaceutical manufacturing (6.6%) [1] Tertiary Sector Dynamics - The service sector exhibited robust performance, with the top three sub-industries in electricity consumption growth being wholesale and retail (19.8%), information transmission, software, and IT services (19.8%), and leasing and business services (9.4%) [1] - The electricity consumption in the information transmission, software, and IT services sector reflects the vitality of the digital economy [1] Data Center and AI Development - Shenzhen is accelerating its development as a leading city in artificial intelligence, with data center electricity consumption growing rapidly [2] - The electricity demand from internet and related services surged by 38.2% year-on-year, with internet data services alone increasing by 42.8% [2] - The Shenzhen Power Supply Bureau is actively engaging with customers for energy-saving renovations and enhancing the green electricity share for data centers [2]

深圳市远望谷信息技术股份有限公司 监事会关于公司 2025 年度向特定对象发行 A 股股票 相关事项的书面审核意见 证券代码：002161 证券简称：远望谷 根据《中华人民共和国公司法》 （以下简称《公司法》）、 《中华人民共和国证 券法》（以下简称《证券法》）及《上市公司证券发行注册管理办法》（以下简称 《注册管理办法》）等有关法律、法规、规章及规范性文件的规定，深圳市远望 谷信息技术股份有限公司（以下简称"公司"）监事会经全面审核公司 2025 年度 向特定对象发行 A 股股票的相关文件后，经审慎思考，发表书面审核意见如下： 规范性文件的规定，结合实际情况，公司符合以简易程序向特定对象发行 A 股 股票的条件和资格。 《深 圳市远望谷信息技术股份有限公司 2025 年度以简易程序向特定对象发行 A 股股 票募集资金使用的可行性分析报告》。等相关文件所披露的信息真实、准确、完 整，不存在任何虚假记载、误导性陈述或者重大遗漏。 分析并提出了具体的填补回报措施，符合《国务院办公厅关于进一步加强资本市 场中小投资者合法权益保护工作的意见》（国办发〔2013〕110 号）、《国务院关 于进一步促进资本市场健康发展的 ...

深圳市远望谷信息技术股份有限公司全体股东: 我们接受委托，审计了深圳市远望谷信息技术股份有限公司（以下简称"远望谷公司" 日、2024 年 12 月 31 日的合并及公司资产负债表，2022 年度、2023 年度、2024 年度的合并 及公司利润表、合并及公司现金流量表、合并及公司股东权益变动表以及相关财务报表附注， 并分别于 2023 年 04 月 27 日出具了《众会字(2023)第 06183 号》审计报告、于 2024 年 04 月 (2025)第 05737 号》审计报告。审核了远望谷公司 2025 年 1-3 月的财务报表，包括 2025 年 流量表，同时，我们审核了后附的远望谷公司 2022 年度、2023 年度、2024 年度及 2025 年 一、 管理层的责任 远望谷公司管理层的责任是提供真实、合法、完整的相关资料，按照中国证券监督管理 委员会发布的《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益）》 深圳市远望谷信息技术股份有限公司 非经常性损益 专项审核报告 专项审核报告 众会字（2025）第 09787 号 我们按照《中国注册会计师其他鉴证业务准则第 3101 号—历史 ...

证券代码：688246 证券简称：嘉和美康 公告编号：2025-050 嘉和美康（北京）科技股份有限公司 关于选举董事长、董事会各专门委员会委员及召集人、 聘任高级管理人员的公告 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。 举第五届董事会专门委员会委员的议案》，选举产生公司第五届董事会专门委员 会委员及召集人。具体如下： 王韵先生； 其中，审计委员会、提名委员会、薪酬与考核委员会中独立董事均占半数以 上，并由独立董事担任召集人，审计委员会的召集人任宏女士为会计专业人士。 公司第五届董事会专门委员会委员的任期自公司第五届董事会第一次会议审议 通过之日起至第五届董事会任期届满之日止。 上述人员简历请见公司于 2025 年 6 月 27 日披露在上海证券交易所网站 （www.sse.com.cn）的《嘉和美康关于董事会换届选举的公告》（公告编号： 三、高级管理人员聘任情况 嘉和美康（北京）科技股份有限公司（以下简称"公司"）于 2025 年 7 月 表董事，与公司同日召开的职工代表大会选举产生的职工代表董事共同组成了公 司第 ...

从指数持仓来看，中证500信息技术指数十大权重分别为：胜宏科技（6.19%）、华工科技（3.03%）、 润和软件（2.52%）、瑞芯微（2.03%）、拓维信息（1.95%）、通富微电（1.94%）、芯原股份 （1.87%）、指南针（1.87%）、思特威（1.8%）、中国长城（1.77%）。 从中证500信息技术指数持仓的市场板块来看，深圳证券交易所占比58.58%、上海证券交易所占比 41.42%。 从中证500信息技术指数持仓样本的行业来看，信息技术占比100.00%。 金融界7月15日消息，A股三大指数收盘涨跌不一，中证500信息技术指数 (500信息，H30257)上涨 1.32%，报7693.12点，成交额671.44亿元。 数据统计显示，中证500信息技术指数近一个月上涨6.92%，近三个月上涨6.73%，年至今上涨9.69%。 据了解，为反映中证500指数样本中不同行业公司证券的整体表现，为投资者提供分析工具，将中证500 指数样本按中证行业分类分为11个一级行业、35个二级行业及90余个三级行业，再以进入各一、二、三 级行业的全部证券作为样本编制指数，形成中证500行业指数。该指数以2004年1 ...