转自：人民日报客户端安徽频道 螺栓自动旋入缸体的轻响、机械臂流畅的运转轨迹、大屏幕上实时滚动的数据流——走进位于安徽省滁 州市全椒县的全柴动力国六柴油发动机生产车间，空气中弥漫着金属与机油的气息。这座主营发动机的 老厂与共和国同龄，走过76年风雨，正以数字化的姿态拥抱"智造"新生。 "过去装配一台发动机，老师傅们得抱着零件满车间跑。现在，关键拧紧工序全由机器人精准完成。"安 徽全柴动力股份有限公司制造公司生产调度员赵玥指向繁忙的机体加工线。7台进口六轴机器人灵活挥 舞，高精度扭矩配合角度控制，将主轴盖、缸盖等关键螺栓一一锁紧，数据实时上传，100%可追溯。 相比人工操作，误差被机器"归零"，装配可靠性显著提升。 这条2022年投产的智能产线，主要用于生产两个系列的国六机型，产线设计节拍75秒，年产可达10万 台。"全线共配置自动化设施40台，通过无线射频识别技术，生产线能自动切换多品种生产动作参数， 实现多品种之间自动无缝换产。"赵玥对记者介绍，产线可通过PLC触摸屏、服务器等组成内部网，对 每台在线测量数据和装配过程数据进行采集，为每台发动机质量追溯分析和设计改进提供有力依据。在 线视觉系统严密监控着齿轮室 ...

Group 1 - The U.S. Department of Commerce has notified companies to resume exports of chip design software, ethane, and aircraft engines to China, indicating a potential easing of trade tensions between the U.S. and China [1][2] - The recent adjustments by the U.S. are seen as a return to mutually beneficial principles rather than concessions to China, as the previous restrictions were deemed unreasonable [2][3] - The Chinese Ministry of Commerce has confirmed that both sides are working to implement the agreements reached during recent economic talks, emphasizing the importance of dialogue and cooperation [3][4] Group 2 - Analysts suggest that while the U.S. has lifted some export bans, the unpredictability of U.S. policies may continue, and China will maintain its focus on strategic and technological independence [6][7] - The lifting of restrictions is expected to delay the domestic production of jet engines in China but will not halt the progress of the C919 aircraft project [6][7] - The U.S. government's recent policy changes reflect its need to attract investment and expand trade with China, especially in light of domestic economic challenges [9][10]

5、截至午间收盘，沪指涨0.41%，深成指涨0.05%，创业板指涨0.18%。恒生指数跌0.62%，恒生科技指 数跌0.47%。 智通财经7月4日午间新闻精选 1、商务部新闻发言人就美取消相关对华经贸限制措施情况答记者问称，目前，双方团队正在加紧落实 伦敦框架有关成果。中方正依法依规审批符合条件的管制物项出口许可申请。美方也采取相应行动，取 消对华采取的一系列限制性措施，有关情况已向中方作了通报。 2、《北京市加快推动"人工智能+医药健康"创新发展行动计划（2025-2027年）》正式印发。其中提 到，研究适用生命科学的AI基础理论和算法，探索类脑智能等技术在医药健康领域应用。 3、摩根士丹利称，中资股在6月重新录得来自境外多头基金的12亿美元净流入，结束了4月与5月的连续 净流出。 4、据环球网援引路透社3日报道，一名消息人士透露，美国政府当天向美国通用电气航空航天公司表 示，后者可以重启向中国商飞公司供应喷气发动机。 ...

有记者问：近期，商务部新闻发言人表示，中美就伦敦会谈框架细节达成共识，"中方将依法审批符 合条件的管制物项出口许可申请。美方将相应取消对华采取的一系列限制性措施。"近日有报道称， 相关企业已接到美国商务部通知，恢复EDA软件、乙烷、飞机发动机等产品对华出口。请问商务部 对此有何评论？ 答：中美伦敦经贸会谈后，双方于近期确认了落实两国元首6月5日通话重要共识和巩固日内瓦经贸 会谈成果的具体细节。目前，双方团队正在加紧落实伦敦框架有关成果。中方正依法依规审批符合条 件的管制物项出口许可申请。美方也采取相应行动，取消对华采取的一系列限制性措施，有关情况已 向中方作了通报。 伦敦框架来之不易，对话合作才是正道，讹诈胁迫没有出路。希望美方深刻认识中美经贸关系互利共 赢的本质，继续同中方相向而行，进一步纠正错误做法，以实际行动维护和落实好两国元首通话重要 共识，共同推动中美经贸关系行稳致远。 7月4日，商务部新闻发言人就美取消相关对华经贸限制措施情况答记者问。 ...

据环球网援引路透社3日报道，一名消息人士透露，美国政府当天向美国通用电气航空航天公司表示，后 者可以重启向中国商飞公司供应喷气发动机。 报道称，这是美中两国贸易紧张局势缓和的又一个迹象。报道援引另一名消息人士的话称，至少还有另外 一家航空航天公司在中国的执照暂停状态也在周四（3日）被解除，但该消息人士拒绝透露是哪家公司。 上述消息被爆出之际，路透社提到，美国本周还取消了芯片设计软件开发商和乙烷生产商对中国的出口限 制，这表明美中两国之间的贸易谈判正在向前推进。 ...

据环球网援引路透社3日报道，一名消息人士透露，美国政府当天向美国通用电气航空航天公司表 示，后者可以重启向中国商飞公司供应喷气发动机。报道称，这是美中两国贸易紧张局势缓和的又 一个迹象。 上述消息被爆出之际，路透社提到，美国本周还取消了芯片设计软件开发商和乙烷生产商对中国的 出口限制，这表明美中两国之间的贸易谈判正在向前推进。 报道援引另一名消息人士的话称，至少还有另外一家航空航天公司在中国的执照暂停状态也在周四 （3日）被解除，但该消息人士拒绝透露是哪家公司。 ...

据路透社3日报道，一名消息人士透露，美国政府当天向美国通用电气航空航天公司表示，后者可以重 启向中国商飞公司供应喷气发动机。报道称，这是美中两国贸易紧张局势缓和的又一个迹象。报道援引 另一名消息人士的话称，至少还有另外一家航空航天公司在中国的执照暂停状态也在周四（3日）被解 除，但该消息人士拒绝透露是哪家公司。（环球网） ...

Group 1: Nanjing Business Travel - Nanjing Business Travel (600250) expects a net profit of 6 million to 9 million yuan for the first half of 2025, a decrease of 67.4% to 78.27% year-on-year [1] - The net profit excluding non-recurring gains and losses is expected to be between 5.5 million and 8.5 million yuan, down 17.34% to 46.52% year-on-year [1] Group 2: Jihong Co., Ltd. - Jihong Co., Ltd. (002803) anticipates a net profit of 112 million to 119 million yuan for the first half of 2025, an increase of 55% to 65% year-on-year [2] - The net profit excluding non-recurring gains and losses is expected to be between 106 million and 113 million yuan, up 68.16% to 79.62% year-on-year [2] - Basic earnings per share are projected to be between 0.29 yuan and 0.31 yuan [2] Group 3: Zhuhai Design - Zhuhai Design (300564) announced that its actual controller plans to reduce holdings by up to 3% of the company's shares, totaling 483.95 million shares [3] Group 4: Anjisi - Anjisi (688581) disclosed that two shareholders plan to reduce their holdings by up to 2% of the company's shares, totaling 162.27 million shares [4] Group 5: Jingwei Huikai - Jingwei Huikai (300120) intends to acquire a total of 12.44% equity in Nuo Si Wei, with a total transaction price of approximately 1.49 billion yuan [4] - The acquisition will increase the company's control over Nuo Si Wei from 22.12% to 34.56% [4] Group 6: Hainan Highway - Hainan Highway (000886) is planning to purchase 51% equity in Hainan Jiao Control Petrochemical, which will become a subsidiary after the transaction [9] Group 7: *ST Modern - *ST Modern (002656) has applied to revoke other risk warnings but will still face delisting risk warnings due to financial indicators [10] Group 8: Ningde Times - Ningde Times (300750) has repurchased 6.641 million A-shares at a total cost of 1.551 billion yuan [11][12] Group 9: Lixun Precision - Lixun Precision (002475) is planning to issue H shares and list on the Hong Kong Stock Exchange [13] Group 10: Ruikang Pharmaceutical - Ruikang Pharmaceutical (002589) announced that its vice president has been placed under detention by the local supervisory committee [14] Group 11: Changchun High-tech - Changchun High-tech (000661) announced that its subsidiary has received approval for a new drug, a monoclonal antibody for gout treatment [15] Group 12: Guofang Group - Guofang Group (002708) plans to reduce its holdings by up to 1.45% of the company's shares, totaling 666 million shares [16] Group 13: Guangyang Co., Ltd. - Guangyang Co., Ltd. (002708) announced that shareholders plan to reduce their holdings by up to 1.65% of the company's shares, totaling 922.76 million shares [17] Group 14: Zhixin Precision - Zhixin Precision (301512) disclosed that a major shareholder plans to reduce holdings by up to 1.86% of the company's shares, totaling 99 million shares [18] Group 15: Xinzhou Bang - Xinzhou Bang (300037) announced that its directors and executives plan to reduce their holdings by up to 126.88 million shares [19] Group 16: Guoanda - Guoanda (300902) announced that its actual controllers plan to reduce their holdings by up to 362 million shares [20]

Core Viewpoint - The legal opinion letter from Beijing Tongshang Law Firm confirms that Weichai Power Co., Ltd. has obtained the necessary approvals for the adjustment of the repurchase price and the repurchase and cancellation of part of the A-share restricted stock under its 2023 A-share incentive plan, in compliance with relevant laws and regulations [1][7][9]. Summary by Sections Approval and Authorization of Repurchase Price Adjustment and Cancellation - The company has completed the necessary approval and decision-making procedures for the repurchase price adjustment and cancellation of restricted stock, including resolutions from the board of directors and the supervisory board [3][4][6]. Details of the Repurchase Price Adjustment - The repurchase price for the restricted stock will be adjusted based on the company's profit distribution, specifically from RMB 5.599 per share to RMB 5.252 per share, if the profit distribution occurs before the completion of the repurchase [8][9]. Reasons for Repurchase and Cancellation - The repurchase and cancellation of 820,000 shares of restricted stock are due to changes in employment status of eight original incentive targets, such as retirement and resignation [9]. Repurchase Price and Funding - The repurchase price is set at RMB 5.252 per share, plus applicable bank deposit interest, with a total funding requirement of approximately RMB 4.3066 million sourced from the company's own funds [9]. Conclusion - The legal opinion concludes that the repurchase price adjustment and cancellation of shares have met the necessary approvals and comply with relevant regulations, although final approval from the shareholders' meeting is still required [9].

全球算力投入预计持续增长，短期增速约 40%，随后趋缓至 20%以内， 但每年新增算力体量巨大。2025 年新建算力预计 500 亿 Flops，2028 年或达 1,000 亿 Flops，驱动柴油发动机需求。 市场规模测算显示，2025 年全球柴油发电机组需求约 1.5 万台，2028 年增至 2.7-3 万台。科研机构测算每年新增功率约 38GW，对应 2.44 万台机组，市场规模约 366 亿元人民币。综合来看，远期市场规模可达 500 亿元人民币。 全球主要柴油发动机企业包括康明斯、卡特彼勒、MTU、潍柴、玉柴和 上海铃重，占据较大市场份额。但这些企业产能扩张速度未达 40%的需 求增速，导致供需持续紧张。 潍柴动力在 AIDC 柴油发动机领域增长显著，预计 2025 年出货量超 1,000 台，较 2024 年大幅提升。受益于博杜安技术和 PSI 公司支持， 以及重卡领域的规模效应，业绩弹性较高。 玉柴国际与 MTU 合资，在高端数据中心应用表现突出，盈利能力强。同 时，玉柴本部公司也取得了国内头部互联网企业 AI DC 柴油发电配套资 格，国产替代趋势良好。 Q&A AIDC 柴发产业链近况更新 ...