Group 1 - Xu Yexiang resigned from the positions of director and financial director of Baoxin Technology due to personal reasons, but will continue to hold other roles within the company [1] - The revenue composition of Baoxin Technology for the year 2024 is projected to be 75.42% from intelligent manufacturing and 24.58% from new energy [1] - As of the report date, Baoxin Technology has a market capitalization of 4.1 billion yuan [1] Group 2 - Lium Peiyuan has been appointed as the financial director of Yanjiang Co., Ltd [2] - Liao Hongseng has been appointed as the financial director of Tongfu Microelectronics [2] - Zhu Dan has been appointed as the financial director of China Aluminum [2]

在重大项目进度攻坚中，将在实施分级调度管理、推动投资放量攻坚、化解建设堵点问题等方面多措并举，特 别是抢抓三季度施工黄金期，推动海信长沙智能制造基地、中联矿机、比亚迪汽车零部件产业基地等70个年度 投资超5亿元项目加快建设进度，力争全年产业项目投资完成率120%以上。开展"百日会战"，加快高速公路、 国省干线公路、城市轨道交通、重大市政道路等项目建设，确保京港澳高速扩容工程永安特大桥桩基完成 50%，长沙机场改扩建工程10月份校飞，长赣高铁尽快启动实质性建设，形成更多投资实物量。 今天的项目就是明天的产出。随着"奋战三季度 打赢攻坚战"行动的走实走深，一批重大项目有望从蓝图转化为 实景图，为长沙高质量发展提供持续动力。 一批产业发展项目将投产增效。高创稀土、国华制药、微纳坤宸等产业发展项目有望年内竣工投产。 一批基础设施项目将投运保通。轨道交通2号线西延二期年内开通试运营，浏阳椒花水库供水管网年底全线贯 通、年内实现下闸蓄水，潇湘北路快速化改造、科创大道（湘潭白云路—长沙潇湘大道）、新河水厂提标改造 工程等项目建成。 一批公共服务项目将交付惠民。湘江科学城配套中学、雅礼中学东校区、湖南师范大学附中北校区、长沙 ...

其中，会议围绕深化数字技术赋能应用，推动信息化和工业化深度融合进行了重点部署，包括：制定数 据要素赋能新型工业化、加快推进产业数字化转型的实施意见。完善基础软件、工业软件高质量发展政 策。完善中国开源体系，建设国家级人工智能开源社区。抓好制造业新型技术改造城市试点、中小企业 数字化转型百城试点。推动"人工智能+制造"行动走深走实，加强底座攻关和重点场景应用。分级分类 深化工业互联网应用，培育一批工业智能体。 全联并购公会信用管理委员会专家安光勇对记者分析，尽管数字技术赋能成效斐然，但相关数据表明， 中小企业数字化转型率大致在40%上下，数据确权、定价机制不完善进一步拉大了"数字鸿沟"，因此亟 需政策进一步扶持，如提供补贴与税收优惠，引导链主企业搭建产品数据标准服务平台，实现供应链数 据互联互通，提升产业链数字化水平，降低协同成本。 7月28日，全国工业和信息化主管部门负责同志座谈会在京召开，会议总结上半年工作，分析当前形 势，部署下一阶段重点任务。会议强调，做好下半年工作，要认真贯彻落实党中央、国务院决策部署， 突出"强筋壮骨"、价值创造、安全保障、行业治理，重点抓好八个方面工作。 中国移动（600941）通 ...

Core Viewpoint - The article highlights the significant stock performance of "Shangwei New Materials," which has seen a remarkable increase of 1095.10% year-to-date, making it the first tenfold stock in A-shares since 2025, driven by the acquisition by "Zhiyuan Robotics" [1][2]. Group 1: Stock Performance - Shangwei New Materials' stock price closed at 79.27 yuan per share on July 28, 2025, marking a historical high [1]. - The stock's performance is overwhelmingly leading in the market, with the second-best performer, Shutaishen, showing a gain of 527.53%, which is more than half of Shangwei's increase [1]. - Other notable stocks with high year-to-date gains include *ST Yushun, Hengli Drilling Tools, United Chemicals, and Saili Medical, primarily from the basic chemicals, pharmaceutical biology, electronics, and machinery equipment sectors [1]. Group 2: Acquisition and Market Expectations - On July 8, Shangwei New Materials announced a plan to acquire at least 63.62% of its shares through a holding platform established by Zhiyuan Robotics and its core team [1][2]. - The acquisition is expected to transform Shangwei New Materials from a traditional chemical company to a player in the intelligent manufacturing sector, significantly enhancing its valuation potential [2]. - The transaction is seen as a landmark case for new productivity enterprises in A-shares since the implementation of the new "National Nine Articles" and "Merger Six Articles" [2]. Group 3: Trading Risks and Uncertainties - Following the stock price surge, trading risks for Shangwei New Materials have increased, with the company issuing warnings about abnormal trading fluctuations [2][3]. - The completion of the share transfer agreement is subject to regulatory approvals from the Shanghai Stock Exchange and other legal requirements, introducing uncertainties regarding the transaction's finalization [3].

7月29日，工业和信息化部部长李乐成在北京会见美中贸易全国委员会董事会主席芮思博率领的代表 团。双方就装备机械、智能制造等领域进行了交流。美国赛默飞世尔科技公司、奥的斯全球公司、苹果 公司等企业代表参会，并就在华经营发展情况与有关司局进行沟通。李乐成表示，工业和信息化部将一 如既往为外资企业做好服务保障，致力于维护公平、公正、公开的市场竞争秩序，保障各类市场主体合 法权益。希望美中贸易全国委员会为中美产业合作和经贸往来健康发展创造良好条件，鼓励更多美资企 业投资中国、扎根中国，积极参与中国新型工业化发展进程，提供更具竞争力的产品和服务，实现互利 共赢。芮思博赞赏工业和信息化部支持外资企业在华发展的务实举措，表示美中贸易全国委员会将继续 致力于促进美中经贸关系健康发展。(工信微报) ...

上海市市长龚正今天(7月29日)会见了法国达索系统公司全球首席执行官帕斯卡.达洛兹一行。龚正说， 上海作为中国最大的经济中心城市，当前正大力培育发展新质生产力，加快构建现代化产业体系，着力 提升产业高端化、智能化、绿色化、融合化水平。我们正打造智能制造产业高地，推动"上海制 造"向"上海智造"转变。欢迎达索系统公司发挥优势所长，加大在沪投资力度，积极支持上海产业升 级。同时，希望公司依托全球客户和业务网络，集聚全球技术、人才、资本等创新要素落户上海，吸引 海内外优质初创企业来沪发展，加快推动科技成果转化，助力上海打造世界级创新生态。上海将一如既 往地打造市场化、法治化、国际化的一流营商环境，为各类企业在沪发展提供更好条件。(上海发布) ...

Group 1 - The core task of the highest decision-making meeting has elevated the goal of anti-involution, which is expected to enhance market confidence through effective policy execution [2] - The current market sentiment is rapidly warming, with investors showing significant confidence in the return of "pro-cyclical style" as the anti-involution policy becomes clearer [4] - The annual investment in the childcare subsidy program has exceeded 100 billion, indicating strong fiscal support for young families and potential for stimulating domestic demand [3] Group 2 - The pro-cyclical sectors, which are highly represented in the A-share market, are expected to gain significant relative advantages as policies shift [2] - The institutionalization and circulation of data assets are seen as key directions for constructing a new factor system, which may drive the digital economy transformation [5] - High-end manufacturing, particularly in robotics and solid-state battery industries, is anticipated to achieve rapid breakthroughs in commercialization and industrialization [6] Group 3 - The current capital market in China is nurturing a "low wavelength flow" new bull market, driven by trust accumulation rather than emotional outbursts [7] - The market's main trend is determined by investor confidence and risk appetite, rather than sustained profit growth [7] - The expectation of a policy shift towards pro-cyclical assets may lead to a revaluation of the bond market as a "deflation asset" [4]

Group 1 - The event focused on the theme of "Artificial Intelligence and Intelligent Manufacturing," attracting over 200 experts, scholars, high-level talents, and representatives from enterprises [1] - The integration of artificial intelligence (AI) and intelligent manufacturing is becoming a core force driving industrial upgrades [3] - AI is seen as a key to overcoming the transformation challenges faced by the manufacturing industry, enabling dynamic optimization systems and full-chain intelligent management from production to service [3] Group 2 - AI's core value lies in solving complex problems that traditional methods struggle with, particularly in precision manufacturing [5] - An example highlighted was the development of dental implants, where AI optimization improved design parameters to a micron level, breaking foreign technology monopolies [5] - AI not only enhances manufacturing efficiency but also reduces costs, providing new pathways for the transformation and upgrading of China's manufacturing industry [5] Group 3 - The event included a "Academician's Salon" segment, with over 40 enterprises and institutions participating [7] - Companies such as Fipeng Bio, Weishi Baike, and others engaged in discussions with the academician regarding AI applications, health management, and customized AI solutions [7] - There is an expectation to deepen industry-academia-research cooperation through these discussions and project collaborations [7]

证券代码：688215 证券简称：瑞晟智能 公告编号：2025-027 浙江瑞晟智能科技股份有限公司 关于修订《公司章程》及相关治理制度的公告 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、准确性和完整性承担个别及连带责任。 浙江瑞晟智能科技股份有限公司（以下简称"公司"）于 2025 年 7 月 28 日召开第四届董事会第十次会议，审议并通过《关于修订 <公司章程> 并办理工商 变更登记的议案》《关于修订公司部分治理制度的议案》等议案,同日召开第四 届监事会第八次会议，审议并通过《关于修订 <公司章程> 并办理工商变更登记的 议案》。现将具体情况公告如下： 一、章程修订情况 根据《中华人民共和国公司法（2023 年修订）》《关于新 <公司法> 配套制 度规则实施相关过渡期安排》《上市公司章程指引（2025 年修订）》等相关法 律法规、规范性文件的规定，结合公司实际情况，公司将不再设置监事会和监事， 监事会的职权由董事会审计委员会行使。同时根据相关法律法规、规范性文件的 规定并结合上述变更情况，对《浙江瑞晟智能科技股份有限公司章程》（以下简 称"《公司章 ...

Core Viewpoint - Zhuhai Economic and Technological Development Zone is actively exploring 5G application scenarios, integrating new information technology with advanced manufacturing to drive digital transformation and regional development [1][2]. Group 1: 5G Application Scenarios - The development zone has identified 12 major 5G application scenarios across seven fields, including advanced manufacturing, digital infrastructure, traffic management, and emergency response [2]. - These scenarios are interconnected, forming a comprehensive digital management model that enhances the operation of smart factories [2]. Group 2: Steam Pipeline Smart Management Platform - The steam pipeline smart management platform exemplifies efficient energy utilization, integrating multiple heat sources and optimizing energy use in chemical parks [3]. - The platform has established approximately 78 kilometers of steam pipeline, serving over 100 enterprises and supplying more than 3 million tons of steam annually, while saving about 500,000 tons of standard coal each year [3]. Group 3: LNG Green Computing Center - The LNG green computing center project aims to combine green energy with digital economy, significantly reducing cooling energy consumption by over 50% compared to traditional computing centers [4]. - This project is expected to be operational in the third quarter of this year and will support the construction of a "cloud smart city" in Zhuhai [4][5]. Group 4: Ecological Safety Measures - The development zone has implemented a hazardous gas early warning system that monitors emissions from nine enterprises, covering 86 key companies [6]. - The investment of 6.44 million yuan in this platform allows for real-time monitoring of 23 pollutants, enhancing ecological safety [6]. Group 5: Future Prospects - The development zone is positioned to become a testing ground for new technologies and a hub for emerging industries, driven by innovative 5G applications and technological breakthroughs [7].