本文源自：金融界 作者：情报员 金融界2025年7月29日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"图像 编解码方法、编码设备、解码设备及存储介质"的专利，授权公告号CN115086659B，申请日期为2021年 03月。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000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200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目260次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可501个。 ...

广州第一大产业汽车制造业仍然处于较为艰难的状态 截至上半年，广州的房地产开发投资转正，汽车制造继续承压，服务业投资向"新"聚集。 7月29日，广州发布上半年经济运行数据，地区生产总值（GDP）同比增长3.8%，增速不及广东省 （4.2%）和全国（5.3%）水平，但快于一季度（3.0%）。 广州市统计局表示，上半年当地经济运行总体呈现稳中有进、结构向优的发展态势，发展基础不断夯 实，发展动能持续增强。但当前经济发展仍面临诸多挑战，外部环境的复杂性和不确定性增加，内部经 济结构优化升级还需持续加力。 今年上半年，广州实现地区生产总值15080.99亿元。其中，第一产业增加值112.34亿元，增长4.2%；第 二产业增加值3705.87亿元，增长2.1%；第三产业增加值11262.78亿元，增长4.3%。 房地产开发投资转正，释放企稳信号 广州上半年完成固定资产投资同比增长0.8%，其中房地产开发投资加快恢复，增长4.1%。 广东省房协专家委特约研究员、克而瑞广佛地区首席分析师肖文晓在接受第一财经采访时表示，广州上 半年房地产开发投资转正，很大程度上与去年四季度以来房地产市场的持续用力有关。 肖文晓向记者指出，从前 ...

本文源自：金融界 金融界2025年7月29日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司申请一项名为"信息 推荐方法、装置、电子设备及计算机可读存储介质"的专利，公开号CN120386913A，申请日期为2024 年01月。 专利摘要显示，本申请提供了一种信息推荐方法、装置、电子设备及计算机可读存储介质；方法包括： 获取第一应用中的第一对象数据集合以及推荐配置信息，其中，推荐配置信息至少包括第一推荐配置条 件；根据第一推荐配置条件对第一对象数据集合进行提取处理，得到第二对象数据集合；基于第一推荐 配置条件确定推荐信息，其中，推荐信息用于显示在第二对象关联的终端设备的第二应用中；响应于满 足推荐条件，向第二对象关联的终端设备发送推荐信息。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000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200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目260次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可501个。 作者：情报员 ...

本文源自：金融界 作者：情报员 金融界2025年7月29日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"跨链 资源转移方法、装置、介质及电子设备"的专利，授权公告号CN115115360B，申请日期为2021年03月。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000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200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目260次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可501个。 ...

金融界消息 截至2025年7月29日收盘，万兴科技（300624）报收于78.6元，上涨3.22%，换手率 13.71%，成交量23.48万手，成交金额18.62亿元。 资金流向方面，今日主力资金净流入7182.64万元，占比成交额3.86%。其中，超大单净流入1.27亿元、 占成交额6.81%，大单净流出5492.22万元、占成交额2.95%，中单净流出流出6934.65万元、占成交额 3.72%，小单净流出247.99万元、占成交额0.13%。 万兴科技最新一期业绩显示，截至2025一季报，公司营业总收入3.80亿元、同比增长6.06%，归属净利 润3281.42万元，同比减少227.93%，扣非净利润3767.91万元，同比减少265.49%，流动比率1.938、速动 比率1.938、资产负债率26.80%。 天眼查商业履历信息显示，万兴科技集团股份有限公司，成立于2003年，位于拉萨市，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19333.6324万人民币，实缴资本6000万人民币。公司法 定代表人为吴太兵。 通过天眼查大数据分析，万兴科技集团股份有限公司共对外投资了26家企业，参与招 ...

本文源自：金融界 作者：情报员 专利摘要显示，本申请涉及一种模型处理、信息推送方法、装置、计算机设备和存储介质。方法包括： 在交互概率预测模型中第i个预测子模型中，基于样本用户在第i个交互任务下的用户描述信息，以及基 于第i‑1个交互任务下的历史交互结果确定的第一任务信息，预测得到第二交互概率；在第i个预测子模 型中，基于样本用户在第i个交互任务下的用户描述信息，以及基于采样信息确定的第二任务信息，预 测得到第i个交互任务对应的第一交互概率；基于第i个交互任务对应的第一交互概率和第二交互概率， 训练交互概率预测模型。采用本方法能够提高交互概率预测模型准确性。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000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200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目260次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可501个。 金融界2025年7月29日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司申请一项名为"模型 处理、信息推送方法、装置、计 ...

Economic Overview - Guangzhou's GDP for the first half of 2025 reached 1,508.099 billion yuan, reflecting a year-on-year growth of 3.8% at constant prices [2] - The city's fixed asset investment increased by 0.8% year-on-year, with infrastructure investment growing by 4.2% and real estate development investment rising by 4.1% [3][4] Industrial Performance - The industrial added value for large-scale enterprises in Guangzhou grew by 0.7% year-on-year, with the automotive manufacturing sector experiencing a decline of 5.7% [2] - New energy vehicle production increased by 9.5% year-on-year, while the integrated circuit manufacturing sector saw a significant growth of 30.0% [2] - The electrical machinery and equipment manufacturing industry grew by 11.3%, and specialized equipment manufacturing increased by 7.5% [2] Service Sector Growth - The profit-making service industry achieved a revenue growth of 9.2% year-on-year, with the internet, software, and information technology services sector growing by 8.7% [3] - High-end professional services such as human resources, advertising, and consulting saw substantial growth, with increases of 12.4%, 21.4%, and 28.4% respectively [3] - The sports industry experienced a revenue increase of 16.7%, driven by the upcoming 15th National Games [3] Transportation and Logistics - Passenger traffic in the transportation sector reached 163 million, marking a 0.9% increase year-on-year, with significant growth in air and rail transport [4] - The total cargo volume was 450 million tons, reflecting a 2.4% growth, with port cargo throughput increasing by 2.7% [4]

Economic Overview - Guangzhou's GDP for the first half of 2025 reached 15,080.99 billion yuan, a year-on-year increase of 3.8% [1] - The primary industry increased by 4.2%, the secondary industry by 2.1%, and the tertiary industry by 4.3% [1] Agriculture - The total output value of agriculture, forestry, animal husbandry, and fishery reached 236.01 billion yuan, growing by 4.4% [1] - Key agricultural products saw significant increases, with fruit production rising by 8.3% and fishery production by 2.7% [1] Industry - The industrial added value for large-scale enterprises grew by 0.7% year-on-year [2] - The automotive manufacturing sector faced challenges, with a decrease of 5.7%, but new energy vehicle production increased by 9.5% [2] - The electronics and petrochemical manufacturing sectors showed stable growth, with increases of 1.6% and 6.3% respectively [2] - The new generation information technology industry thrived, with integrated circuit manufacturing increasing by 30.0% [2] Services - The profit-making service sector's revenue grew by 9.2% from January to May [3] - The internet, software, and information technology services saw an increase of 8.7%, with internet platforms growing by 13.3% [3] - The rental and business services sector experienced a revenue increase of 13.0% [3] Consumption - The total retail sales of consumer goods reached 5,611.22 billion yuan, a year-on-year increase of 5.9% [4] - Significant growth was observed in various categories, including home appliances (27.6%) and sports and entertainment goods (33.0%) [4] Fixed Asset Investment - Fixed asset investment grew by 0.8%, with infrastructure investment increasing by 4.2% [5] - Industrial investment rose by 12.0%, supported by a 15.5% increase in industrial technological transformation investment [5] Transportation - The transportation sector showed positive growth, with passenger volume reaching 163 million, a 0.9% increase [6] - The cargo transport volume was 450 million tons, growing by 2.4% [6] Financial Market - By the end of June, the total balance of deposits and loans in financial institutions reached 17.69 trillion yuan, a 4.8% increase [7] - The loan balance for manufacturing and technology services grew significantly, with increases of 4.7% and 22.9% respectively [7] Resident Income - The per capita disposable income for urban residents was 46,310 yuan, a 3.4% increase, while rural residents saw a 5.6% increase to 23,568 yuan [8] - Significant growth in fiscal spending for social security and education was noted, with increases of 12.0% and 3.0% respectively [8]

Market Performance - On July 29, all three major A-share indices rose, with the Shanghai Composite Index increasing by 0.33% to 3609.71 points, the Shenzhen Component Index rising by 0.64% to 11289.41 points, and the ChiNext Index climbing by 1.86% to 2406.59 points [1] Fund Manager Changes - In the past 30 days (June 29 - July 29), 431 fund products experienced changes in fund managers, with 18 announcements made on July 29 alone. Among these, 4 fund managers left due to job changes and 2 due to personal reasons [3] - Notable fund managers who left include those managing multiple funds, indicating potential impacts on fund performance [3] Fund Manager Performance - The current fund manager of Yongying Fund, Yan Qing, manages assets totaling 241 million yuan, with the highest return product being Yongying Growth Enterprise Index Fund A (007664), achieving a return of 70.12% over 1 year and 26 days [4] - New fund manager Zhou Ming from Industrial Bank manages assets of 44.7 billion yuan, with the highest return product being Industrial Bank Open Bond A (000546), which achieved an 87.14% return over 11 years and 141 days [5] Fund Research Activity - In the past month, the most active fund company in conducting company research was Fortune Fund, which surveyed 46 listed companies, followed by Bosera Fund with 44 and Huaxia Fund with 43 [6][7] - The telecommunications equipment sector was the most researched, with 193 instances, followed by the chemical pharmaceutical sector with 158 instances [6] Recent Company Focus - In the last week (July 22 - July 29), the most researched company was Nengke Technology, which received attention from 40 fund institutions, followed by Shenghong Technology with 34 and Dayu Water-saving with 29 [8][9] - The most focused stock in the past month was Zhongji Xuchuang, with 75 fund management companies participating in its research [7][9]

Core Viewpoint - The meeting highlighted that China's industrial economy has maintained stable operation in 2023, showcasing resilience and vitality, with continuous optimization of industrial structure and significant achievements in high-quality development [1] Group 1: Industrial Performance - In the first half of the year, the industrial added value of enterprises above designated size increased by 6.4% year-on-year, with manufacturing added value growing by 7% [2] - The added value of equipment manufacturing and high-tech manufacturing increased by 10.2% and 9.5% respectively, while the total volume of telecommunications business grew by 9.3% and revenue from software and information technology services rose by 11.9% [2] - By the end of June, there were 4.55 million 5G base stations and 10.43 million operational computing standard racks [2] Group 2: Key Focus Areas for the Second Half - The Ministry of Industry and Information Technology (MIIT) emphasized eight key areas for the second half of the year, including implementing strategies to expand domestic demand and promoting high-quality development of key industrial chains [2] - There will be a focus on enhancing technological innovation and the integration of industry and technology, as well as deepening the application of digital technology [2] - The MIIT plans to promote green development and improve industrial energy efficiency, while also enhancing the quality of the information and communication industry [2] Group 3: Industry Governance and Structural Adjustments - The MIIT will soon release a work plan for stabilizing growth in ten key industries, focusing on structural adjustments, supply optimization, and the elimination of outdated production capacity [3] - The ministry will initiate actions to cultivate new momentum in emerging industrial sectors, including humanoid robots and the Internet of Things [3] - Policies will be developed to support the digital transformation of industries and enhance the quality of industrial software [3] Group 4: Anti-Competition Measures - The MIIT confirmed its commitment to consolidating the results of "anti-involution" measures in the new energy vehicle sector and strengthening governance in key industries like photovoltaics [4] - The "anti-involution" policy has evolved into a coordinated policy system that benefits industries such as photovoltaics, automobiles, agriculture, and cyclical goods [5][6] - The ongoing strengthening of "anti-involution" policies is expected to become a sustained investment theme, although comprehensive implementation of related policies is still pending [7]