7月8日，陕西省宝鸡市举办德企进宝经济合作推介会。本次活动以"智造领航产业共融"为主题，旨在搭建宝鸡与德国企业的合作桥梁，助力本地优势产业集 聚发展新动能。 会前，宝鸡市人民政府市长王勇与德国联邦中小企业联合会中国区常务代表王洋及参会德企代表座谈交流。王勇介绍了宝鸡市经济社会发展情况，他表示， 宝鸡是全国先进制造业百强市，工业基础雄厚，产业体系完备，制造业优势突出。"德国制造"以精密、高端享誉全球，与宝鸡市产业结构和发展方向高度契 合。他希望德国企业家通过此次活动加深对宝鸡的了解，持续关注宝鸡、投资宝鸡，在汽车产业、装备制造等领域深化合作、实现共赢。 德国联邦中小企业联合会中国区常务代表王洋表示，联合会每年都会组织一批有合作意向的德国企业前往中国考察项目、寻求合作，此次来到宝鸡考察交 流，不虚此行。宝鸡雄厚的工业基础、齐全的工业门类和巨大的发展潜力令人惊喜，他们期待与宝鸡深度合作、互利共赢。 胡贝尔电子股份公司首席运营官斯蒂芬·尼德雷尔提到，宝鸡产业基础雄厚、产业链体系完备，政府大力支持企业发展，为企业营造了良好的营商环境，他 对在宝鸡的投资合作充满信心，希望未来能与宝鸡汽车产业相关企业找到合作契机，通过双方 ...

7月9日，第十七届中国深圳创新创业大赛罗湖区预选赛（简称"深创赛罗湖预选赛"）暨第九届罗湖区大 梧桐创新创业大赛启动。据悉，本届赛事创新构建"1+2"特色赛事体系，赛事政策也再度加码，总奖金 突破150万元。 在启动仪式上，一位特殊的"神秘嘉宾"——罗湖预选赛AI智能伙伴闪亮登场！这位科技感十足的"嘉 宾"与现场领导嘉宾共同参与赛事启动，以极具未来感的方式，正式拉开本届大赛的序幕，象征着罗湖 区对智能化未来的坚定拥抱。 第二届"临床应用+X"挑战赛暨罗湖区生命健康产业赛，主要面向生物医药、高端医疗器械、大健康三 大领域征集项目，重点关注先进医疗、长寿医学、数字健康、AI+医疗/医药、细胞与基因药物、医疗美 容、现代中药、宠物药械等。 值得一提的是，本届大赛在往年行业赛基础上，增设面向人工智能的垂直领域挑战赛，新增"Al+千行 百业"赛道，聚焦人工智能，结合真实场景需求，鼓励团队解决行业痛点，推动AI技术深度应用，搭建 需求对接与创新展示平台。 深圳市罗湖区委常委、常务副区长冯健表示，在深圳特区建立45周年的关键节点，罗湖区正以《全面构 建科技创新体系行动方案》和《场景创新行动方案》为双轮驱动，重点培育人工智能 ...

转自：中国质量报 □ 本报记者 秦海峰 6月13日，山西省质量奖颁奖现场，当华翔集团行政总裁张杰捧起象征该省最高质量荣誉的奖牌时，全 场掌声雷动。这家从临汾走出的装备制造企业，凭借覆盖全生命周期的严苛质量管理体系与"精益管理 +智能制造"双轮驱动的创新实践，在全省企业中脱颖而出，成为此次山西省质量奖仅有的5家获奖组织 之一。沉甸甸的奖牌背后，是华翔集团26年如一日对"质量即生命"的坚守，更是山西制造向"新"而行的 生动注脚。 三晋质量之巅 "这份沉甸甸的荣誉，是对华翔集团全体员工26年来持之以恒追求卓越的最高褒奖！"张杰在颁奖现场难 掩激动。 自2015年起，华翔集团在"人人创新，全员创客"机制引领下，全面推进精益管理，向"零缺陷、零浪 费"目标迈进。2020年，获批"国家高端铸造专业化众创空间"，是山西省首家专业化众创空间。 从1999年山西临汾一家普通金属零部件制造厂起步，华翔集团如今已成长为拥有7000名员工，全国布 局、全球化经营的大型装备制造企业。 华翔集团此次获奖绝非偶然。早在2018年，该公司就被工业和信息化部认定为"制造业单项冠军示范企 业"。2022年更一举斩获中国铸造协会四项国家级殊荣，包 ...

风险提示：国内外宏观形势变化超出预期，行业竞争加剧，政策转向 风险，应收账款风险，盈利预测与估值模型不及预期 | [Table_Finance] 财务摘要（百万元） | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,455 | 1,539 | 1,675 | 1,840 | 2,040 | | (+/-)% | 15.27% | 5.79% | 8.86% | 9.85% | 10.86% | | 归属母公司净利润 | 129 | 141 | 175 | 205 | 230 | | (+/-)% | 2.43% | 8.76% | 24.06% | 17.19% | 12.22% | | 每股收益（元） | 1.16 | 1.06 | 1.31 | 1.53 | 1.72 | | 市盈率 | 20.22 | 15.64 | 16.31 | 13.92 | 12.40 | | 市净率 | 1.48 | 1.20 | 1.45 | 1.35 | 1.25 | | 净资产收益率(%) ...

本文转自【新华社】 优化营商环境 厚植企业发展沃土 智能光伏支架、升压一体机、汇流箱、逆变器……在呼和浩特经开区内蒙古双杰塞都电气有限公司，各 类产品琳琅满目，这些高效、智能化的产品不仅广泛应用于光伏发电项目，还填补了内蒙古配电领域和 新能源产业链空白。 2024年6月12日，内蒙古双杰塞都电气有限公司投运生产。从签约到投运，用时1年1个月，创造了呼和 浩特经济技术开发区招商引资、项目落地的新速度。 "这充分体现了政府和园区的工作效率和我们企业落地生根的决心。"北京双杰电气有限公司董事长赵志 宏说。 近年来，呼和浩特经开区持续优化营商环境，让企业办事更省心。如今企业办理审批，不仅能享受全程 代办、"不见面审批"等便捷服务，遇到特殊情况还能预约上门办理。服务大厅不仅延长了工作时间，还 增设了自助服务终端，真正实现了"随时办、就近办"。从项目落地到企业发展，呼和浩特经开区用高效 服务传递"呼和浩特温度"。 此外，呼和浩特经开区将原公租房3582套公寓改造升级为人才公寓，以满足园区企业员工的住房需求， 目前，利乐、华耀光电、中电储能、双杰电气、瑞芬生物等园区企业已累计使用1860套。 今年，呼和浩特经开区将围绕规划 ...

Core Points - The third National Postdoctoral Innovation and Entrepreneurship Competition's Beijing preliminary round has commenced, featuring 327 high-quality projects, a 48.6% increase from last year [1][3][4] - The competition aims to select 28 projects to form the Beijing representative team for the national semi-finals and finals [1][3] Group 1: Competition Overview - The National Postdoctoral Innovation and Entrepreneurship Competition is the largest and most comprehensive national event since the implementation of the postdoctoral system in China [3] - Awards include gold, silver, bronze, and excellence prizes, with monetary rewards of 100,000 yuan for gold, 50,000 yuan for silver, and 20,000 yuan for bronze [3] - The Beijing preliminary round is specifically organized to select outstanding projects and talents from the region [3] Group 2: Project Categories and Participation - The preliminary round is divided into two categories: innovation and entrepreneurship, covering seven tracks including new generation information technology, high-end equipment manufacturing, and biomedicine [4] - A total of 302 projects are in the innovation category, while 25 projects are in the entrepreneurship category [4] - Currently, there are 749 postdoctoral workstations in Beijing, covering all disciplines except military science, and supporting high-tech enterprises [4] Group 3: Impact and Talent Development - Over 2,200 postdoctoral researchers are currently stationed, with more than 8,000 having entered and 5,000 having exited the program [4] - Postdoctoral talents play a crucial role in addressing major national strategic needs and overcoming critical technological challenges in various industries [4]

首批公募基金2025年二季报披露。 近期，同泰基金、德邦基金、汇安基金旗下部分基金产品率先披露基金二季报，覆盖了债券型基金和权益类基 金，作为最早亮相的基金产品，其持仓动向与投资观点受到市场关注。 具体来看，率先披露二季报的多只主动权益和债券基金二季度调仓幅度较大。 权益类基金大调仓 今年二季度，A股市场分化较大，结构性机会不断涌现。红利方向因高股息防御属性受资金青睐，银行指数二 季度涨幅超12%；小盘股表现突出，Wind微盘股指数持续创新高，二季度涨幅超20%；新消费和创新药在1个 多月内收获超20%涨幅；PCB、光模块等业绩高增方向二季度末开始发力；5月份，稳定币题材也迎来大涨， 金融科技指数低点以来涨幅超30%。 7月9日，同泰基金旗下三只权益类基金率先披露基金二季报。作为最早亮相的股票型基金和混合型基金二季 报，其持仓动向与投资观点备受市场关注。 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先得！ 同泰远见混合基金作为市场上为数不多的北交所主题主动权益类基金，二季度继续聚焦北交所市场，前十大重 仓股全部为北交所上市公司，包括锦波生物、贝特瑞、曙光数创等。这 ...

现场聆听习近平总书记讲话。 阳泉市第一中学校高一学生陈明月：纪念是为了更好地前行，缅怀是为了更好地奋进。作为新时代 的青少年，我们要有中国人的底气、志气、骨气，就像习爷爷说的那样，要做一个堂堂正正、光荣自豪 的中国人。 央广网北京7月10日消息（记者王跃军 岳旭辉 潘毅）据中央广播电视总台中国之声《新闻和报纸摘 要》报道，习近平总书记在山西考察时的重要讲话，在当地广大干部群众中引发热烈反响。大家表示， 要以习近平总书记重要讲话精神为遵循，弘扬伟大抗战精神，凝心聚力、奋发图强，努力在推动资源型 经济转型发展上迈出新步伐，奋力谱写三晋大地推进中国式现代化新篇章。 山西阳泉狮脑山，百团大战纪念碑巍然矗立。7日下午，习近平总书记来到这里，向百团大战烈士 敬献花篮，参观百团大战纪念馆。在纪念馆大厅，习近平总书记同青少年学生和纪念馆工作人员亲切交 流。他对大家说，今天来到这里有特殊意义。 习近平：前事不忘，后事之师。孩子们要争做民族的脊梁，一定要把我们国家建得强盛起来，要为 全世界的和平作贡献。希望寄托在你们身上，未来是属于你们的。希望你们好好努力、奋发图强，做一 个堂堂正正、光荣自豪的中国人。 中共阳泉市委党史研究室主 ...

Core Viewpoint - Baoji City, as the second largest city in Shaanxi Province and a significant industrial base in the western region, has achieved remarkable progress in economic development and industrial transformation through innovation-driven strategies, particularly in the titanium industry, which is globally leading in scale [1][16]. Group 1: Economic Performance - In 2024, Baoji's GDP grew by 5.6% year-on-year, with the primary industry increasing by 2.7%, the secondary industry by 5.4%, and the tertiary industry by 5.8%, indicating a stable and positive economic trend [4][5]. - The industrial economy maintained strong growth in early 2025, with a 9.4% year-on-year increase in industrial added value, driven significantly by mining (+13.7%) and manufacturing (+10.7%) [8][10]. Group 2: Industrial Development - Baoji has established a modern industrial system characterized by the "45511" framework, focusing on four trillion-level advantageous industries and five hundred billion-level emerging industries [1][16]. - The "Baohan Tian Industrial Mother Machine Cluster" was recognized as a national advanced manufacturing cluster, contributing to Baoji's entry into the "Top 100 Advanced Manufacturing Cities" in China, ranking 84th [1][16]. Group 3: New Quality Productive Forces - The concept of New Quality Productive Forces emphasizes innovation as the main driving force, aiming to break away from traditional economic growth models and enhance productivity with high-tech, high-efficiency, and high-quality characteristics [3][12]. - Baoji's policies have been aligned with the New Quality Productive Forces framework, promoting high-quality development through various measures and initiatives [12][14]. Group 4: Industry Space Layout - Baoji's industrial spatial layout is designed around a "core leading, three belts coordinating, and multi-point supporting" model, integrating urban development with ecological protection and industrial cluster development [18][20]. - The city is focusing on strategic emerging industries such as high-end equipment manufacturing, automotive parts, and new materials, while also enhancing its agricultural and ecological sectors [22][20]. Group 5: Future Development Trends - The future development of Baoji's new quality productive forces will focus on the deep integration of high-end and intelligent manufacturing, enhancing the value chain and core competitiveness [25]. - There is an emphasis on cultivating strategic emerging industries and future industries, such as artificial intelligence and hydrogen energy equipment, to create new economic growth points [26]. - Baoji aims to promote green low-carbon development and strengthen regional cooperation to achieve sustainable economic, social, and environmental development [27].

Core Viewpoint - Dongying is committed to high-quality and high-standard development of its marine economy, leveraging its natural advantages and focusing on ecological protection and restoration while promoting industrial transformation and upgrading [2][4][5]. Marine Economic Development - Dongying has over 460 kilometers of coastline and more than 6,000 square kilometers of marine area, rich in oil, gas, rock salt, and fishery resources, providing a natural advantage for marine economic development [2]. - The marine economy has become a strong "blue engine" for regional high-quality development, with ongoing actions to enhance the marine industry and build a modern marine industrial system [2][5]. Ecological Protection and Restoration - The city has initiated ecological water replenishment in the Yellow River Delta Nature Reserve, with a planned total replenishment volume of 150 million cubic meters [3]. - Since the 14th Five-Year Plan, Dongying has restored 4,537 hectares of coastal wetlands and implemented strict management of marine fishery resources, including a total of 6 billion aquatic seedlings released during this period [3][4]. Industrial Transformation and Upgrading - Dongying aims to accelerate the transformation of traditional marine industries and promote modern fishing practices, with a focus on ecological and sustainable development [7]. - The city is fostering new marine industries, including marine pharmaceuticals and bio-products, leveraging its rich marine biological resources [7]. Port Development and Logistics - Dongying Port has seen a significant reduction in average waiting time for vessels from 40.6 hours to 19.5 hours, enhancing operational efficiency [8]. - In 2024, the port's cargo throughput reached 91.15 million tons, a year-on-year increase of 26.4%, with ongoing efforts to develop a deep-water port and improve logistics infrastructure [9].