长江商报消息 推进产业转型升级，弘信电子（300657.SZ）抛出大手笔。 8月1日晚间，弘信电子发布公告，公司拟通过控股子公司与庆阳市人民政府合作，共建燧弘庆阳绿色智 能数字基础设施项目。项目总投资预计128亿元，拟分期阶段性建设。 弘信电子表示，如果本次投资项目顺利实施，将推进公司在绿色算力领域全方位布局进程，对公司长远 发展产生积极影响。 弘信电子称，AI算力业务将成为公司新的增长点，但目前尚未释放。公司经营业绩承压。 经营业绩数据显示，2020年至2024年，弘信电子的扣非净利润连续五年亏损，五年合计亏损12.21亿 元。2025年一季度，公司实现的扣非净利润为512.72万元，同比下降66.39%。 弘信电子财务承压。截至2025年一季度末，公司资产负债率为78.85%，处于较高水平。 弘信电子试图借算力业务突围，需要警惕市场、财务等风险。 128亿加码算力寻增长点 在算力领域，弘信电子宣布进行一笔重磅投资。 根据公告，8月1日，弘信电子召开董事会会议，审议通过了拟对外投资的议案，但该事项尚需提交公司 股东大会审议。 弘信电子上述对外投资议案的主要内容为，公司通过控股子公司甘肃燧弘绿色算力有限公司（ ...

融通基金李进： 聚焦趋势向上的行业 ◎记者 何漪 近年来，新生代基金经理逐渐崭露头角，融通基金李进就是一个例子。他拥有清华大学工学博士学位， 于2017年7月加入融通基金，从行业研究员起步，覆盖电子、计算机、新能源领域，积累了丰富的研究 经验。 2021年升任基金经理助理后，李进陆续管理融通产业趋势臻选、融通价值趋势、融通产业趋势等多只基 金，逐渐形成了系统的投资框架。以其代表作融通产业趋势臻选为例，截至7月17日，任职以来回报为 51.48%，远超同期业绩比较基准，任职年化回报率为19.15%。 保持均衡持仓 在组合管理上，李进表示，根据市场环境的风险偏好及产业趋势判断，调整价值类资产、成长类资产的 权重比例，控制组合风险；从看好的产业中挑选趋势方向更好的二级或三级子行业，均衡配置分散风 险。同时，持股相对集中，并适度采取逆向投资，在涨幅过高、估值透支时果断减仓。 在操作上，李进表示，基于行业比较时，选出景气度较高的资产，再评估资产的性价比。具体来看，通 过判断行业景气的周期位置、商业模式与壁垒、中长期空间、估值等四个维度进行综合考量，选择合适 的资产进入基金组合。 李进介绍，他的投资目标并非争夺第一，而是 ...

格隆汇8月1日丨博威合金(601137.SH)在投资者互动平台表示，N公司算力服务器的高速连接器材料等系 列有同比50%以上的增长，国内算力板块正在成长之中。互动平台面对的不仅仅您这样的投资人，还有 行业竞争对手的信息收集人员，因此具体经营数据不方便公布，敬请谅解。 ...

二是围绕一个战略中心，深耕消费+科技两大方向，做好三大场景结合，强化业务和支持保障体系四统一，深化五大职能 协同，提升六大维度创新。 莲花控股副董事长、首席执行官李斌表示，下半年要重点做好三方面工作：一是要深入优化产品结构。在持续巩固扩大优 势产品基础上，加快在新产品研发和销售推广方面取得更大突破，大幅提升新产品的占有率和美誉度；二是要强化业务协同。 有力推进线上线下，国内国际，研发销售这三大场景的协同协作取得显著成效；三是要继续深化改革。打造更加科学、完善、 高效、有力的"产供销储运"体系。 对于下半年和未来发展规划，莲花控股董事长李厚文提出三点要求： 一是深入推进消费+科技"双轮驱动"战略不动摇，在消费板块，聚焦调味品、水饮产品及食品等领域，并重点巩固扩大调 味品板块现有优势。在科技板块，将重点围绕算力、算法、智能体和半导体材料、新能源材料等相关业务领域，创新业务模 式，强化自主研发能力，提升企业核心竞争力。 本报讯 （记者肖艳青）7月31日，莲花控股股份有限公司（以下简称"莲花控股"）召开2025年年中工作会议，对上半年经 营工作进行全面总结，并分析研究当前经营发展形势，对下半年重点工作进行部署。 据悉 ...

Investment Rating - The report does not explicitly provide an investment rating for the green computing industry Core Insights - The report emphasizes the necessity of developing green computing to address the increasing energy consumption and carbon emissions associated with computing power, which is seen as a critical component of high-quality development in the digital economy [7][21] - It highlights the significant growth in computing power in China, with a total scale reaching 280 EFLOPS by the end of 2024, and an average growth rate of nearly 30% over the past five years [7][9] - The report outlines the integration of green computing into various sectors, including energy, manufacturing, retail, transportation, and construction, with over 86% of central enterprises adopting cloud services [9][21] Summary by Sections 1. Background of Green Computing Research - The report identifies the exponential growth in energy demand for computing infrastructure, driven by advancements in AI technologies and distributed computing [19][20] - It discusses the contradiction between the increasing demand for computing power and the limited environmental capacity, necessitating a transformation towards green computing [21][22] 2. Overall Progress in Green Computing - The report notes a tightening of global policies regarding energy consumption and carbon emissions in the computing sector, with various countries implementing stringent regulations [29][30] - In China, policies are shifting from intensive construction to a collaborative model focusing on efficiency, energy consumption, and application [30][31] 3. Development Trends in Computing Equipment - The report highlights the rapid growth of AI servers as a key driver of energy consumption in computing equipment, with global data center IT loads expected to increase significantly by 2030 [48][49] - It mentions that China's computing equipment efficiency is improving, with advancements in chip manufacturing and cooling technologies [51] 4. Industry Dynamics - The report outlines the green computing industry chain, which includes hardware suppliers, energy providers, infrastructure builders, and application customers [37] - It emphasizes the importance of energy efficiency technologies, such as liquid cooling, which is projected to grow significantly in the coming years [41][42] 5. Corporate Practices - The report details various corporate initiatives aimed at achieving carbon neutrality and enhancing energy efficiency, with major tech companies committing to renewable energy usage [43][45] - It highlights the proactive measures taken by Chinese telecom operators to promote green computing and energy collaboration [45][46]

Market Overview - The three major A-share indices collectively retreated, with the Shanghai Composite Index down 1.18% and the ChiNext Index down 1.66% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.936 trillion yuan, an increase from the previous day [1] AI Sector Performance - AI-related concepts showed strong performance in the morning, driven by impressive earnings reports from Meta and Microsoft, particularly in AI capital expenditures [1][9] - However, the market experienced a sudden drop in the afternoon, affecting overall indices [2] Sector Analysis - Most industry sectors experienced declines, with significant drops in energy metals, steel, coal, mining, photovoltaic equipment, real estate development, shipbuilding, precious metals, and chemical fiber industries [3] - The "anti-involution" concept, which includes several cyclical sectors, saw substantial profit-taking after recent gains, with many stocks in steel, non-ferrous metals, real estate, and coal dropping over 2% [5] Futures Market - Major futures contracts for glass,焦煤 (coking coal), and多晶硅 (polysilicon) approached limit-down levels, indicating a significant market correction [6] - The prices of glass and soda ash futures have nearly returned to pre-surge levels [25] Capital Expenditure Insights - Meta's Q2 revenue was $47.516 billion, a 22% year-over-year increase, and net profit rose 36% to $18.337 billion [10] - Microsoft reported Q2 revenue of $76.4 billion, an 18% increase, with net profit up 24% to $27.2 billion, driven by strong demand for cloud and AI products [11] Investment Sentiment - The market sentiment has weakened compared to the previous week, with nearly 4,300 stocks declining and only 50 stocks hitting the daily limit-up [18] - The recent market rally was fueled by positive expectations from U.S.-China trade negotiations, but the lack of substantial outcomes in the latest round has led to a shift in sentiment [21][23] Future Outlook - The market is currently in a correction phase due to unmet expectations and the weakening of trade negotiation prospects, with potential for continued volatility in August [31] - Defensive strategies may become a priority for investors, with high-dividend sectors like banking and insurance showing resilience amid broader market declines [33]

Group 1: Market Overview - The market showed significant differentiation today, with AI and pharmaceutical stocks strengthening while cyclical, consumer, and financial sectors experienced pullbacks [1][3] - The Shanghai Composite Index fell by 0.68%, and the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [3] Group 2: AI Sector Performance - The computing power industry chain led the gains, with major stocks like Industrial Fulian (up 8.64%) reaching a market capitalization of 704.2 billion yuan [1][4] - Other notable stocks in the computing power sector, such as New Yisheng and Shenghong Technology, also hit historical highs [4] Group 3: Pharmaceutical Sector Performance - The innovative drug sector continued to lead, with stocks like Shutaishen and Te Bao Biotechnology achieving significant price increases and historical highs [3][8] - The assisted reproductive sector saw substantial gains, with companies like Gongtong Pharmaceutical and Lide Man experiencing notable stock price increases [8][10] Group 4: Assisted Reproductive Market Insights - The assisted reproductive market in China is in a rapid growth phase, with projections estimating the market size to reach 85.43 billion yuan by 2025 [11] - The government is implementing supportive measures, including insurance coverage for assisted reproductive technologies, which is expected to benefit over 1 million individuals by 2024 [11]

Group 1: Market Performance - The computing power sector experienced significant gains on July 31, with stocks such as Invec, Changfei Fiber, and Hewei Electric seeing consecutive increases, while Chunzhong Technology and Siquan New Materials reached their daily limit [1] - Notable stock performances included Invec (002837.SZ) with a price of 40.21, up 10.01%, and a market cap of 338.70 billion; Hewei Electric (603063.SS) at 37.90, also up 10.01%, with a market cap of 172.28 billion [2] Group 2: Industry Developments - Meta announced an increase in its capital expenditure forecast for 2025 to between 66 billion and 72 billion, driven by investments in talent, infrastructure, data centers, and energy to support the evolving AI competition [4] - Microsoft reported fourth-quarter revenue of 76.44 billion, exceeding analyst expectations, and projected capital expenditures for the next fiscal year to exceed 30 billion [4] - The Ministry of Industry and Information Technology in China emphasized the acceleration of high-quality development in computing power infrastructure during the release of the National Information Development Report (2024) [4] Group 3: Institutional Insights - Guosheng Securities noted that some CSP manufacturers have revised their annual expenditure forecasts upward, indicating a high demand for computing power, with light communication becoming a crucial component of AI infrastructure [5] - According to招商证券, there is a noticeable trend of computing power demand overflow from leading overseas manufacturers, with significant growth in international business for top IDC companies [5] - Huachuang Securities highlighted the rapid iteration of AI large models and smart hardware applications driving a surge in demand for high-performance servers, GPUs, and advanced PCBs [5]

6月23日以来，A股市场持续上涨，上证指数、深证成指均连涨六周。伴随着市场回暖，融资交易活跃度明显提升，市场融资余额屡创新高。 7月30日晚间，上纬新材发布公告，因公司股票价格自2025年7月9日至2025年7月30日期间多次触及股票交易异常波动及严重异常波动情形。为 维护投资者利益，公司将就股票交易波动情况进行停牌核查，公司股票将于7月31日起停牌核查，预计停牌时间不超过3个交易日，自披露核查 公告后复牌。公司提醒广大投资者注意二级市场交易风险。 本轮融资余额持续增长始于6月23日，截至最新，融资资金已连续六周净买入超百亿元，累计金额达到1674.73亿元。历史行情显示，融资资金 连续六周及以上净买入的情况共出现过七次，其中前三次发生在2014年和2015年，后三次则集中在2024年"9·24"行情后。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期 | 停牌终 | 复牌 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 日 | 止日 | н | | 688585 | 上纬新材 | A 股 停牌 | 2025/7/31 | ...

Economic Strength: The Foundation of Urban Dreams - In 2024, Wuhu aims to establish itself as an "Innovation City," "Automobile City," "Intelligent Computing City," "Hub City," "Happy City," and "City of Happiness," reflecting its strategic positioning and development goals [3] - The automobile industry is Wuhu's primary industry, with over 2,000 related enterprises and more than 900 large-scale companies, achieving a revenue of 584 billion yuan in 2024, a growth of 31.4% [6] - Wuhu's new energy vehicle sales reached 584,000 units, marking a staggering growth of 232.7%, positioning it as a leader among mainstream automakers [6] Urban Capability: Strategies and Breakthroughs - Urban capability refers to a city's ability to gather and diffuse production factors, significantly impacting its competitive position [10] - Wuhu is focusing on technological innovation and transportation hub status to enhance its urban capability, leveraging its manufacturing base and leading enterprises like Chery [10][11] - The city has over 3,300 technology-based SMEs and nearly 2,100 high-tech enterprises, with R&D investment accounting for 4.28% of GDP, the highest in Anhui Province [11] Urban Attractiveness: Creating a Joyful and Happy "Magnet" - Wuhu's "Happy Wuhu" initiative, launched in 2014, aims to integrate cultural and tourism development, establishing various attractions and hosting significant events [15][18] - In 2024, Wuhu received 76.68 million domestic tourists, with tourism spending reaching 100 billion yuan, reflecting a year-on-year growth of 6.7% and 11.1% respectively [21] - The city has implemented 341 key projects focused on enhancing the quality of life, investing over 55 billion yuan to improve public spaces and community services [23]