议案一：《关于公司发行H股股票并在香港联合交易所有限公司上市的议案》 议案二：《关于公司发行H股股票并在香港联合交易所有限公司上市方案的 议案》 议案三：《关于公司发行H股募集资金使用计划的议案》 议案四：《关于公司申请转为境外募集股份有限公司的议案》 议案五：《关于公司发行H股股票前滚存利润分配方案的议案》 议案六：《关于取消监事会的议案》 议案七：《关于修订 <公司章程> 及相关议事规则的议案》 议案八：《关于修订公司于H股发行上市后适用的 <公司章程 草案="草案"> 及相 关议事规则（草案）的议案》 议案》 议案》 议案九：《关于修订公司于H股发行上市后适用的内部治理制度的议案》 》 议案十：《关于公司聘请H股发行并上市的审计机构的议案》 议案十一：《关于增补董事的议案》 议案十二：《关于确定公司董事角色及董事会专门委员会成员的议案》 议案十三：《关于购买公司董事和高级管理人员及相关人员责任保险和招股 说明书责任保险的议案》 议案十四：《关于提请股东会授权董事会及其授权人士全权办理公司发行H 股并上市相关事宜的议案》 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证大会 的顺利进行，根 ...

文 | 美好生活博览会报道组 李思阳 在这个初夏的北京，一场融合科技、文化、生活的盛宴正在悄然酝酿。 想象这样一个场景：当你刚用完眼底照片预判健康情况，转身看到机器狗摇着尾巴递来展会 地图，隔壁展区的基因检测仪正告诉你今晚喝酒的"安全额度"，转角处汪小菲的直播间飘 来麻六记酸辣粉的香气，混着二次元音乐飘向你的心间。 ——这不是科幻电影的片场，而是将在 2025 首届美好生活博览会（简称"好博会"）实现 的真实图景。 6 月 27 日至 29 日，当阿里巴巴、京东、拼多多、抖音电商四大巨头首次联合，当脑机接 口、人形机器人等黑科技集体走出实验室，当二次元 COSER 带来动漫世界，这场以"美好 生活新场景，内外循环新动能"为主题的盛会，正用无数令人尖叫的亮点，为你我撕开未来 生活的一道裂缝。 电商"联盟"首秀： 四大平台织就消费新生态 # 阿里京东拼多多抖音首次联合 # 的热搜词条还在发烫，展会的四大平台展区也将掀起消 费风暴。 值得注意的是，这是阿里巴巴、京东、拼多多、抖音电商的首次联合，好博会创新性地实现 整合头部电商平台资源。这场电商巨头的"世纪同框"绝非简单的摊位拼接，巨头们凝聚的 势能，将为中国制造注 ...

生成式AI的2025： 告别PPT，拥抱生产力革命。 就在现在，拿起手机，打开电商购物网站，搜索"充电器"，大概率弹出的第一个推荐品牌是安克创新。 如果你看中了其中哪一款产品，想要问价比价、咨询参数，你会点击客服，线上咨询。 你可能不知道的是，就只是这短短的2个操作，有多少AI大模型能力参与其中。 在6月19日的2025亚马逊云科技中国峰会上，知名智能硬件科技品牌安克创新首席创新官龚银分享了如何在亚马逊云科技技术的帮助下，利用AI创新智能产 品，提升公司运作效率。 安克创新与亚马逊云科技建立了高质量实时知识库大语言模型系统，搭建了50多个Al Agent；搭建了多模态AIGC内容生产平台Vela；搭建了融合Amazon SageMaker平台的智能广告系统，站内广告覆盖率超过90%；通过深度学习算法与AI大模型进行产品开发与升级…… 广告投放、物料生成、客服回复、产品升级……有多么前沿黑科技？一点也不。 但有用吗？太有用了。 当前，安克创新的内容生产平台Vela出图数量已经超过120万张、客服工单AI解决率超过70%、站内超过20%以上的广告由AI全自动托管；安克创新内部公 司级的AI能力底座——AIME平台 ...

日前，影石创新科创板上市的第二天下午，深圳宝安中心区影石创新总部25楼。20多家媒体等待科创板 首位"90后"创始人刘靖康现身，开启上市后的首次媒体交流。 距离交流会还有几分钟时间，这位一贯低调、带着几分"神秘感"的创始人，手里攥着一瓶可乐，像赶赴 一场普通的技术例会般走了进来。身上是那件熟悉的黑色影石文化衫——和敲钟当日无异。 影石的成功，常被归功于"一门心思制造打动人心的产品"。秘诀何在？有一条很重要：不断抓到用户新 的需求，不断创造产品领先的窗口期。 "我们很多需求的产生，不是来自于少数的产品经理或者拍脑袋，而是经过非常扎实的客户研究和需求 共创。"刘靖康说。 没等工作人员指引，他径直走到一旁的小桌旁，熟练地调试起连接投影的电脑。旁边的员工一脸淡定。 也许，刘靖康这样，他们早习惯了。 "火"的证明：100多个问题 影石创新上市，有多热？一个细节：工作人员透露，会前收集的媒体问题，超过了100个。 "上市意味着什么？""AI怎么改变体验？""未来市场计划？"……两个半小时的媒体交流会，刘靖康一一 回应外界关心的问题。 面对"90后创新一代""全景相机第一股""中国硬件新榜样"等光环，他却异常平静："心情的 ...

Core Insights - The global smart glasses shipment is expected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, with Yingmu Technology leading the industry in Chengdu, aiming to create a 100 billion-level industrial cluster [1][2] - Chengdu is recognized as a vibrant city for innovation and entrepreneurship, with significant achievements in technology and a supportive government environment for high-tech enterprises [1][2] Industry Overview - The AR glasses market is transitioning from an introduction phase to a period of rapid growth, with increasing participation from major tech companies like Google, Huawei, Xiaomi, and Lenovo [6] - The user base for AR glasses is shifting from niche tech enthusiasts to mainstream consumers, as products become more practical and lightweight [6][10] - Key components of the AR glasses supply chain, such as optical displays and SoC chips, are improving, but there is still room for enhancement in cost control and user experience [7][10] Product Development - Yingmu Technology's INMO GO2, an AI translation glasses, has gained significant traction in the consumer market, demonstrating practical applications in various scenarios [8][10] - The upcoming INMO AIR3 aims to provide an integrated AR experience with advanced features for both work and entertainment, showcasing the potential for full-scene wearability [8][10] Challenges and Opportunities - The AR glasses industry faces challenges in ecosystem maturity, including the lack of unified standards and the need for user education on practical applications [11][12] - The industry is characterized by a long-term growth trajectory, requiring sustained investment and collaboration to establish a robust user base and ecosystem [12] Recommendations for Chengdu - To enhance the development of the smart hardware industry, Chengdu should focus on strengthening its supply chain, particularly in core components like optical modules and low-power SoCs [16] - Encouraging collaboration between leading enterprises and local startups can help create real-world application scenarios for AR glasses, driving product iteration and market adoption [16][17] - Promoting a more international and youthful innovation ecosystem can position Chengdu as a model city for integrating technology with lifestyle [17] Future Plans - Yingmu Technology plans to deepen its R&D investments in AI and AR in Chengdu, establish a smart glasses production line, and create experiential stores to explore next-generation applications [20] - The company aims to leverage Chengdu's technological foundation and policy support to build a leading AI+AR industry ecosystem in China, targeting a 100 billion-level industrial cluster [20]

" 如何做产品、怎么干DJI，是JK去年与投资人聊得最多的话题。 " 作者丨 覃倩雯 编辑丨 刘伟 影石敲钟上市时创下了70倍PE的市值，6月18日影石市值继续大涨逼近800亿元，资本市场再次一片狂 欢。 不同于其他公司上市后普发福利红包的热闹与喧嚣，影石公司内部的气氛却一如既往的平静与忙碌，员工 该赶项目的赶项目，该加班的加班。不同的是，所有人都因为影石换了一种身份而备受瞩目。 "上市这件事情和结婚一样，意味着自己的义务变了。虽然兴奋，但是身上的担子更重了。"JK在采访里提 到。 雷峰网了解到，近两个月来，影石进行了一轮较大范围的组织架构调整，将多条产品线进行重新整合。 （多番调整下影石有何变化，欢迎添加微信 qqw_501 一起交流。） 年初至今，影石的团队规模扩充了不少，调整的过程虽有些波折，但对内部来说，这场变化也是为了让员 工快速适应影石的成长与规模化，从而去应对"三家争霸"。 "影石今年压力最大，前有DJI，后有追觅，都在布局全景相机。有一次JK语重心长地说，我们需要全面备 战。"一位影石员工说道。 赛道内一眼望去全是实力雄厚的对手，影石的处境比想象中的艰难，而IPO只是一个分水岭。如果说，以 前 ...

2025 年 6 月 19 日 股指期货将震荡整理 黄金、白银、铜、焦煤、PTA、PVC 期货将偏弱震荡 镍、玻璃、原油期货将偏强震荡 甲醇期货 将偏强宽幅震荡 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将震荡整理：IF2506 阻力位 3890 和 3905 点，支撑位 3850 和 3840 点；IH2506 阻力位 2689 和 2699 点，支撑位 2664 和 2653 点；IC2506 阻力位 5780 和 5801 点，支撑位 5700 和 5670 点；I ...

Wind数据显示，数字经济ETF紧密跟踪中证数字经济主题指数，科技成长风格，指数聚焦自主可控和金 融科技，本次样本调整数量7只，主要权重行业依然为电子和计算机，权重合计82%，但非银金融权重 上升2个点至10%，当金融科技有行情，数字经济会更为受益。指数前两大权重行业为电子（47%）和 计算机（35%），电子行业以半导体为主，计算机分为软件和硬件。 截至2025年6月19日 10:24，中证数字经济主题指数(931582)上涨0.45%，成分股北方华创(002371)上涨 3.01%，鸣志电器(603728)上涨2.86%，启明星辰(002439)上涨2.46%，拓荆科技(688072)上涨2.28%，澜 起科技(688008)上涨1.95%。数字经济ETF(560800)上涨0.27%，最新价报0.74元。流动性方面，数字经 济ETF盘中换手0.73%，成交550.43万元。拉长时间看，截至6月18日，数字经济ETF近1年日均成交 2308.89万元。（以上所列示股票为指数成份股，仅做示意不作为个股推荐。过往持仓情况不代表基金 未来的投资方向，也不代表具体的投资建议，投资方向、基金具体持仓可能发生变化。市场 ...

Core Insights - The report emphasizes the importance of foreign institutions in the construction of China's modern financial system, highlighting their active contributions [4] - The introduction of a third set of standards for the ChiNext board aims to support high-quality, unprofitable innovative companies in going public [4] - The report identifies several sectors poised for growth, including trade with Central Asia, controlled nuclear fusion investments, and the low-altitude logistics industry [5] Industry Dynamics - Trade between China and Central Asia is expanding, with companies like Tiens Group (天顺股份, 002800) and Jiayou International (嘉友国际, 603871) expected to benefit [5] - Significant investments in the controlled nuclear fusion sector are anticipated to accelerate the industry's growth timeline, with companies such as Snowman (雪人股份, 002639) and Libat (利柏特, 605167) highlighted [5] - The addition of 10 new low-altitude logistics routes in Wuhan is expected to boost the low-altitude industry chain, with companies like Huzhou Zhishang (合众思壮, 002383) and Aerospace Changfeng (航天长峰, 600855) mentioned as potential beneficiaries [5] Company Focus - Guoxuan High-Tech (国轩高科, 002074) is set to customize power batteries for EHang's EH216 series eVTOL, utilizing 46 series cylindrical cells [6] - Sinopec (中国石化, 600028) has established Yanshan (Tianjin) Petrochemical Co., Ltd. with a registered capital of 727 million yuan [6] - Watson Bio (沃森生物, 300142) is collaborating with Zhiyu Biotechnology to accelerate the intelligent transformation of the vaccine industry [6] - Wanda Film (万达电影, 002739) has launched a "1+2+5" strategy to deepen its super entertainment space and reshape its growth logic [6] Market Review and Outlook - On June 18, the market experienced a rebound with slight increases in major indices, while trading volume decreased to 1.19 trillion yuan, down 16.1 billion yuan from the previous day [7] - The report notes a mixed performance among stocks, with over 3,400 stocks declining, while sectors like computing hardware and military stocks showed strength [7] - The report suggests focusing investment strategies on four key sectors: consumption, technology, industry, and dividend stocks, highlighting opportunities in service consumption, innovative technology, manufacturing upgrades, and stable income from high-dividend state-owned enterprises [7]

Market Overview - A-shares experienced narrow consolidation, with major indices turning positive in the afternoon, driven by banking and technology stocks. The trading volume was 1.22 trillion, continuing to decrease from the previous day [1] - The AI server shipment is expected to grow by 24.5% globally this year, indicating strong demand in the technology sector [1] Sector Performance - Military stocks led the gains, with companies like New Light Optoelectronics, North Long Dragon, and Great Wall Military reaching their daily limit [2] - Banking stocks also showed strength, with Everbright Bank, CITIC Bank, and Agricultural Bank hitting historical highs. The current market sentiment favors sectors with stable earnings expectations and clear benefits [3] Policy and Regulatory Developments - The 2025 Lujiazui Forum opened today, releasing several favorable policies related to technology companies and banks [4] - The Chairman of the China Securities Regulatory Commission emphasized the importance of technology and announced reforms to enhance the inclusiveness and adaptability of the system, focusing on the Sci-Tech Innovation Board and the Growth Enterprise Market [5] - The People's Bank of China announced eight significant financial policies aimed at innovative structural monetary policy tools, including support for private equity institutions to issue technology innovation bonds [6] Investment Outlook - Analysts from China Galaxy Securities noted that while bank performance showed fluctuations in Q1, recent financial policies, including interest rate cuts, are expected to improve the banking sector's fundamentals [7] - The market sentiment indicates strong motivation for long-term capital, including insurance funds and public funds, to increase their allocation to the banking sector, which could lead to stable valuation growth [7]