Core Insights - Wuhan has achieved a significant breakthrough with the world's first public demonstration of a one-kilometer high-speed magnetic levitation test line, reaching speeds of 650 kilometers per hour, which supports aerospace launches and low-altitude economic development [1] - The city is leveraging its "Five Valleys" innovation framework—Optics Valley, Automotive Valley, Aerospace Valley, Cybersecurity Valley, and Pharmaceutical Valley—to enhance its core competitiveness and drive economic growth [1][2] Group 1: Five Valleys Overview - Optics Valley is projected to grow from a scale of approximately 459.7 billion yuan in 2020 to 756.6 billion yuan by 2024, marking a 64.5% increase over four years [2] - Automotive Valley has transitioned from solely gasoline vehicles to a mix of gasoline and electric vehicles, with the share of new energy vehicles rising from 7% in 2021 to 41% last year [2] - Aerospace Valley has established a national aerospace industry base, completing over 50 satellite assembly and integration tests since its opening in 2021 [2] - Cybersecurity Valley has developed a network security talent pool, training over 3,000 professionals since the establishment of cybersecurity programs at local universities [2] - Pharmaceutical Valley has advanced from no innovative drugs in 2020 to four innovative drugs entering the market process by 2024, with 400 more in development [2] Group 2: Synergistic Development - The "Five Valleys" strategy promotes collaborative development among emerging industries, traditional industries, and future industries, enhancing Wuhan's industrial output and GDP growth potential [3] - The integration of technologies across the valleys, such as the collaboration between Cybersecurity Valley and Automotive Valley for vehicle network security, exemplifies the synergistic effects of the innovation ecosystem [3][4] - The interconnectedness of the valleys is fostering a complete industrial chain that includes research, manufacturing, services, and consumption [4] Group 3: Strategic Importance - Wuhan is positioning itself as a high-energy city with a modern industrial system, leveraging its advantages in digital economy infrastructure, automotive industry standards, aerospace economic positioning, data sovereignty, and life sciences [5] - The city is recognized as a leader in global technology innovation, with its innovation clusters ranking prominently among the world's top 100 [6] - The "Five Valleys" framework is seen as a critical driver for Wuhan's role in national strategic technology initiatives and its contribution to high-quality economic development [5][6]

【环球网财经综合报道】4月9日以来，科技成长领域强势反弹。截至7月3日，PCB（印制电路板）指数涨幅超 50%，CPO概念（光电共封装技术）指数上涨近40%。其中，光模块企业新易盛，PCB公司胜宏科技、东山精密等 公司股价更是纷纷创出历史新高。 富国基金测算显示，经过近期修复，目前TMT板块整体估值修复至历史中枢位置，虽板块内部估值分化，计算 机、电子、传媒估值偏高，可能带来短期行情波动，但当前AI处于发展初期，估值容忍度较高。若后续AI产业链 业绩兑现，高估值有望被高业绩增速消化。 同时，机构密集调研科技细分领域。Choice数据显示，近一个月来，截至7月3日，半导体、计算机软件、光电子 器件等行业调研热度居前。调研纪要显示，业绩成为机构关注的核心要素。如7月1日，中欧基金、泉果基金、光 大保德信基金等调研东山精密，询问公司今年主要贡献利润的业务；6月13日至16日，华泰柏瑞基金、宏利基金、 财通基金等调研胜宏科技，关注公司订单情况。（南木） 重仓科技行业的基金也乘势而起，净值大幅反弹。4月9日至7月2日期间，永赢科技智选混合基金净值反弹 57.77%，中航机遇领航混合基金净值上涨56.66%，德邦鑫星价值 ...

【导读】稳定币概念股异动拉升，电力股多股涨停 一起来看下上午的市场情况及资讯。 7月4日，A股市场盘中走高，三大指数全线翻红。截至午间收盘，沪指涨0.41%，深成指涨0.05%，创业板指涨0.18%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3475.24 | 10540.00 | 1426.61 | | +14.09 +0.41% | +5.42 +0.05% | -15.56 -1.08% | | 科创50 | 创业板指 | 万得全A | | 984.02 | 2168.03 | 5345.71 | | -0.93 -0.09% | +3.95 +0.18% | +5.57 +0.10% | 从板块来看，稳定币概念股异动拉升，电力、银行、软件等板块涨幅居前，而化工、贵金属、锂电等板块震荡调整。 稳定币概念股再度走强，国泰君安国际涨幅一度扩大至22%。截至发稿，该股报4.52港元/股，总市值为430亿港元。 今年以来，国泰君安国际累计大涨320%。 消息面上，国泰君安国际此前宣布获得虚拟资产牌照，机构看好其增量市场空间打开。 | | | Wind热门概念指数 ...

Core Viewpoint - The central region of China is experiencing a significant economic development divergence among its six provinces, driven by differences in innovation capacity, industrial structure, and openness levels [1][2][3] Economic Growth Rates - Hubei and Anhui are leading in economic growth, with average GDP growth rates of 5.25% and 4.96% from 2022 to 2024, surpassing the national average by 0.75 and 0.46 percentage points respectively [1] - Henan and Hunan show stable but slowing growth, with projected GDP totals of 6.36 trillion yuan and 5.32 trillion yuan in 2024, ranking first and third in the central region [1] - Shanxi and Jiangxi face significant downward pressure, with Shanxi's average GDP growth at 3.87% and Jiangxi experiencing considerable economic fluctuations [1] Innovation Capacity - Anhui stands out with a research and development (R&D) intensity exceeding the national average, leading to a 28.2% increase in high-value invention patents per ten thousand people by 2024 [2] - In contrast, Shanxi and Jiangxi lag in R&D support due to a lack of high-level educational institutions and talent [2] Industrial Structure - Anhui's emerging industries are thriving, with strategic emerging industries accounting for 43.6% of industrial output in 2024, and it ranks second nationally in new energy vehicle production [2] - Hubei has developed clusters in optoelectronic information and high-end equipment manufacturing, with these sectors contributing over 60% to industrial revenue [2] - Other provinces struggle with less diversified industrial structures, with Shanxi heavily reliant on coal, contributing 60% to industrial growth [2] Openness Levels - Anhui leads in total goods import and export volume in 2024, with a total of 490.1 billion yuan, while Shanxi's volume is only one-fifth of Anhui's [3] - Other provinces, except Hubei and Anhui, have foreign trade growth rates below the national average [3] Challenges to High-Quality Development - The central region's overall R&D investment intensity is lower than that of the eastern region, with patent applications only about one-fourth of those in the east [3] - The region's economic openness is limited, with only 8.21% of national import and export totals in 2024, and an economic outward orientation of approximately 12.5% [3] Strategic Development Initiatives - The region aims to cultivate new productive forces by enhancing innovation capabilities in manufacturing and promoting advanced manufacturing clusters [4] - There is a push for regional strategic integration, encouraging collaboration among provinces to enhance economic quality and efficiency [4] - High-level inland openness is being promoted through the development of transportation hubs and integration into the Belt and Road Initiative [4][5] Regional Cooperation - Strengthening inter-provincial cooperation mechanisms is essential, focusing on key industries such as equipment manufacturing and new energy vehicles [5] - The establishment of ecological and economic cooperation zones is being prioritized to enhance regional collaboration [5]

6月以来，数十亿元资金持续涌入科技细分行业主题ETF，部分ETF份额创历史新高。在机构看来，科 技成长板块产业趋势向好，尤其是AI相关产业链，在半年报即将披露的情况下，业绩表现抢眼的相关 标的，后市值得期待 市场对科技成长板块的热情不断攀升。从资金面看，6月以来，数十亿元资金持续涌入科技细分行业主 题ETF，部分ETF份额创历史新高。从调研情况看，科技板块调研热度高企，机构加紧调研寻找投资机 会，业绩成为核心关注要素。在机构看来，科技成长板块产业趋势向好，尤其是AI相关产业链，在半 年报即将披露的情况下，业绩表现抢眼的相关标的，后市值得期待。 科技板块强势吸金 4月9日以来，科技成长领域强势反弹。具体来看，截至7月3日，PCB（印制电路板）指数涨幅超过 50%，CPO概念（光电共封装技术）指数上涨近40%。其中，光模块龙头新易盛，PCB龙头胜宏科技、 东山精密等公司股价，纷纷创出历史新高。 重仓科技行业的基金净值也大幅反弹。4月9日以来，截至7月2日，永赢科技智选混合基金净值反弹 57.77%，中航机遇领航混合基金净值上涨56.66%，德邦鑫星价值混合基金、易方达远见成长混合基 金、东吴新经济混合基金等净值涨 ...

Group 1: Optical and Photonic Technology Development - The Nanjing Advanced Optoelectronic Integration Technology Research Institute has provided technical support to over 300 enterprises and established a common technology research platform for "thin-film lithium niobate + X" heterogenous integration [1] - Nanjing University and Nanjing Jiangbei New Area have signed an agreement to co-create a national innovation platform for "optoelectronic chips," aiming to promote the transformation of cutting-edge optical science achievements [1] Group 2: 6G Technology and Innovation Platforms - The Zijinshan Laboratory has unveiled the world's first 6G intelligent sensing fusion outdoor test network, which will enhance the speed and sensing capabilities of future 6G networks [4] - Since its establishment in 2018, the Zijinshan Laboratory has published nearly 30 major original innovation achievements and won the National Technology Invention Award [4] Group 3: Technology Transfer and Application - Nanjing is exploring new models for deepening industry-university-research cooperation to address low technology transfer rates, establishing new R&D institutions and pilot platforms [6] - The "Wen Tian 1" brain-like supercomputer developed by the Nanjing Intelligent Technology Research Institute has successfully simulated approximately 500 million neurons, achieving breakthroughs in various fields [6] Group 4: R&D Institutions and Economic Impact - In 2024, Nanjing has 358 municipal-level new R&D institutions, employing around 12,000 research and management personnel, and has applied for over 22,000 patents [8] - The advanced inorganic fiber and composite materials pilot platform at the Nanjing Fiberglass Institute has served 68 enterprises, with a technology contract transaction amount of 230 million yuan, a 62% increase [8] Group 5: Government Policies and Market Dynamics - Nanjing has implemented several policies to support the construction of regional technology transfer centers and enhance the market for technology elements, with technology output transaction amounts increasing from 8.988 billion yuan in 2020 to 11.505 billion yuan in 2024 [9]

Core Insights - Manus, an AI agent company with a dual headquarters in Wuhan and Beijing, has garnered global attention, highlighting the innovative capabilities of Wuhan's tech sector [1] - Wuhan's exports reached 1246.2 billion yuan in Q1, a 22.4% year-on-year increase, with mechanical and electrical products making up 54.7% of total exports [1] - The city is home to a significant optoelectronic information industry cluster, which has contributed to its strong export performance despite global economic uncertainties [1] Group 1: Industry Developments - Wuhan's research and development have led to breakthroughs such as the world's first 8-inch silicon photonic lithium niobate integrated wafer and advanced autonomous driving chips [1] - Companies like Huagong Laser and IPASON are leveraging their technological advancements to enter the cross-border e-commerce market, focusing on high-quality non-standard products [3][4] - The shift from a broad growth model to a quality-focused approach in cross-border e-commerce is evident, with Wuhan's businesses successfully targeting niche markets [2][3] Group 2: Market Trends - The demand for customized products is rising, with companies like IPASON achieving a 93.9% compound monthly growth rate in the U.S. market [4] - The global B2B e-commerce market is projected to reach $47.54 trillion by 2030, indicating significant opportunities for Wuhan's businesses to expand into enterprise-level markets [12] - Companies are increasingly focusing on understanding and catering to the specific needs of overseas consumers, such as adapting products for different hand sizes [5][11] Group 3: Competitive Advantages - Wuhan's companies are capitalizing on their strong supply chain and technological barriers to meet the customization and high-performance demands of the cross-border e-commerce sector [16] - The integration of local research capabilities with market needs has enabled Wuhan's businesses to achieve significant international market penetration [13][15] - The rise of brands like NIIMBOT and Huagong Laser showcases the potential for Wuhan's tech firms to compete globally, with NIIMBOT's revenue from Amazon's enterprise purchases growing over 45% annually [11][12]

奥瑞德(600666)今日下跌8.61%，全天换手率21.51%，成交额17.74亿元，振幅12.62%。龙虎榜数据显 示，营业部席位合计净买入7861.88万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.00%上榜，营业部席位合计净买入7861.88万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.50亿元，其中，买入成交额为2.14亿 元，卖出成交额为1.35亿元，合计净买入7861.88万元。 具体来看，今日上榜营业部中，第一大买入营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大 道证券营业部，买入金额为5792.84万元，第一大卖出营业部为东亚前海证券有限责任公司苏州分公 司，卖出金额为4880.10万元。 资金流向方面，今日该股主力资金净流出1.45亿元，其中，特大单净流出1.33亿元，大单资金净流出 1226.97万元。近5日主力资金净流出3867.27万元。 4月26日公司发布的一季报数据显示，一季度公司共实现营业收入9838.38万元，同比增长12.74%，实现 净利润-833.20万元。（数据宝） 奥瑞德7月1日交易公开信息 | 买/ | 会员营业部名称 | ...

涛涛车业：上半年净利润同比预增70.34%–97.81% 6月30日晚，涛涛车业（301345）发布2025年半年度业绩预告，预计上半年归属于上市公司股东的净利 润为3.1亿元至3.6亿元，比上年同期增长70.34%-97.81%；预计扣除非经常性损益后的净利润为3.07亿元 至3.57亿元，同比增长71.97%-99.96%。 资料显示，涛涛车业成立于2015年9月，主营业务是全地形车、电动高尔夫球车、电动滑板车、电动平 衡车、电动自行车及其配件、用品的研发、生产和销售。 所属行业：汽车–摩托车及其他–摩托车 中国交建：拟5亿–10亿元回购公司股份 6月30日晚，中国交建（601800）发布公告称，公司计划以集中竞价交易方式回购股份，回购资金总额 不低于5亿元，不超过10亿元，回购价格不超过13.58元/股，回购期限为自股东会审议通过回购方案之 日起12个月内。本次回购的股份将全部予以注销并减少公司注册资本。 资料显示，中国交建成立于2006年10月，主营业务是基建设计、基建建设、疏浚业务。 所属行业：建筑装饰–基础建设–基建市政工程 安诺其：控股子公司获165万元政府补助 6月30日晚，安诺其（30006 ...

证券代码：003015 证券简称：日久光电 江苏日久光电股份有限公司投资者关系活动记录表 编号：2025-005 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | | 光证资管 尚青 | | | 华安证券 潘宁馨、王强峰 | | 活动参与人员 | 英华资产 于晨阳 | | | 浩期资产 肖滨 | | 时间 | 2025 年 6 月 30 日星期一 14:00-15:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 磁控溅镀技术专家吕敬波、董事会秘书徐一佳、证券事务代表王 | | 员姓名 | 静 | | | 董事会秘书徐一佳介绍了公司的概况、发展历程、生产经营情况 | | | 及产品情况。接下来是投资者交流主要内容： | | | Q1、可以介绍一下调光膜的 PDLC 和 EC 两种不同技术路线的优 | | | 劣势吗？公司对应的调光导电膜市场占有率是多少？ | | 交流内容及具体 | 答：整体来看 PDLC ...