上党镇将在项目建设和项目招引上再发力、再突破。不断优化项目管理，狠抓项目建设各环节协调 推进，确保鸿泽杆塔提升改造、北汽动力系统技改等项目竣工投产。坚持主导产业壮大与协同产业招引 同步，进一步加大汽车通用模具生产制造项目、新能源汽车发热元件研发制造项目等在手项目跟进洽谈 力度，确保全年招引亿元以上项目不少于10个，总投资不低于30亿元。加快乡村振兴步伐，全力推进省 级现代农业产业高质量发展示范园、翰雅蜗牛初加工中心和民宿一期建设、上党村粮食烘干及加工等农 业项目建设，做优做强"一村一特"，不断壮大村级集体经济。提升社会治理效能，以环保网格化监管为 抓手，持续抓好大气污染防控、水环境治理；始终以高压态势做好违法用地、违法建设专项整治工作， 做到有违必究；推动基层治理能力现代化，着力防范、化解社会矛盾风险，切实保障社会安全稳定。 炎天暑月，烈日灼灼。日前，中国共产党镇江市丹徒区第十四届委员会第十次全体会议召开，丹徒 区各地各部门迅速掀起学习贯彻区委全会精神热潮，纷纷表示要坚持以习近平新时代中国特色社会主义 思想为指导，感恩奋进、务实担当，切实把思想和行动统一到全会精神上，落实到推动当前各项工作当 中，一步一脚印把 ...

本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 奥士康科技股份有限公司（以下简称"公司"、"本公司"）2021 年员工持股 计划（以下简称"本员工持股计划"）所持有的公司股票已全部出售完毕并届满终止。 根据《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》《奥士康科技股份有限公司 2021 年员工持股计划管理办法》（以下简称"《持股计划管理办法》"）及《奥士康科技 股份有限公司 2021 年员工持股计划（草案）》（以下简称"《持股计划（草案）》"） 等相关规定，现将本员工持股计划的相关情况公告如下： 一、本次员工持股计划的基本情况 公司于 2021 年 5 月 17 日召开的第二届董事会第二十三次会议、第二届监事会 第二十次会议以及 2021 年 6 月 30 日召开的 2021 年第二次临时股东大会审议通过 《关于 <奥士康科技股份有限公司 ensp="ensp" 年员工持股计划="年员工持股计划" 草案="草案"> 及摘 要的议案》、 证券代码：002913 证券简称：奥士康 公告编号：20 ...

Core Viewpoint - The import and export performance of various provinces in China serves as a barometer for regional economic conditions and openness, especially in the current volatile external environment [1] Group 1: Import and Export Performance - In the first half of this year, the import and export growth rates of several central provinces were particularly impressive, with Anhui at 15.2%, Henan at 26.2%, and Hubei leading at 28.4% [2][4][12] - Anhui, Henan, and Hubei ranked ninth, tenth, and eleventh in total import and export value nationwide, showing a collaborative growth trend [3] - However, not all central provinces performed well; Jiangxi had a growth rate of only 0.1%, while Hunan and Shanxi experienced declines of 6.8% and 20.8%, respectively [3][16] Group 2: Competitive Dynamics - The competition between Anhui and Henan has been ongoing for nearly two years, with Henan previously holding the title of the central region's top exporter [9][10] - In 2023, Anhui managed to surpass Henan in total import and export value, but by the end of the year, Henan regained its position with a narrow lead of 55.7 billion [10] - The shift in leadership reflects changes in export structures, with Anhui benefiting from industrial and technological transfers due to its proximity to the Yangtze River Delta [10] Group 3: Sectoral Insights - Anhui's exports of electromechanical products reached 4,079.1 billion, accounting for 70.4% of its total exports, with significant contributions from automotive exports [10] - Henan's exports of electromechanical products grew by 59.8%, with a notable increase in new energy vehicle exports [11] - Hubei's export of electromechanical products also saw substantial growth, with a 26.8% increase in the first half of the year [12] Group 4: Market Expansion Strategies - Hubei has focused on expanding its market, with significant growth in trade with countries involved in the Belt and Road Initiative and ASEAN [13][14] - The province's geographical advantages are being leveraged to enhance its logistics and transportation capabilities, facilitating better trade connections [15] Group 5: Underperforming Regions - Jiangxi, Hunan, and Shanxi lag behind in import and export performance, with Hunan experiencing a decline in both exports and imports [16][20] - The decline in Hunan's exports is attributed to a significant drop in labor-intensive products and a decrease in the prices of key export industries [21] - Despite having potential advantages, regions like Jiangxi and Hunan have yet to fully capitalize on their geographic and economic strengths [22]

Group 1: Eurozone Focus - The European Central Bank (ECB) is expected to maintain interest rates unchanged, with current earnings reflecting a 10-15% impact from tariffs [8][15][10] - The European telecom sector shows potential for dividend growth, with an average expected increase of 4.3% over the next two years [22][19] - The Stoxx 600 index's earnings have been adjusted downwards by 3-4.5% due to tariff impacts, with a potential further decline of 2.5-5% under a 25% tariff scenario [16][18] Group 2: Japanese Market Focus - Japan's inflation is projected to further slow to around 2.5%, with the Tokyo CPI showing a decrease from 3.6% to 3.1% [34][36] - The machine tool orders in Japan remained stable, with June orders reaching 133 billion yen, indicating a 3% month-on-month growth [33][31] - Companies like JR East and Fujitsu are highlighted for their growth opportunities, with JR East's target price set at 4,100 yen and Fujitsu at 4,200 yen [42][40] Group 3: Taiwan Market Focus - Taiwan's exports surged by 33.7% year-on-year in June, driven by strong demand for technology products, particularly computers and servers [52][49] - AI demand remains robust, but corporate earnings growth may slow, with potential risks to performance in the second half of the year [53][55] - Companies such as Jentech and Jiadeng Precision are positioned to benefit from strong ASIC demand and advanced process requirements, respectively [57][56]

Core Insights - Sichuan and Chengdu's foreign trade scale reached historical highs in the first half of the year, with Sichuan surpassing 500 billion yuan and Chengdu exceeding 400 billion yuan, marking year-on-year growth of 6.3% and 9.4% respectively [1][2] - The increase in the number of foreign trade enterprises indicates a robust and resilient foreign trade environment, supported by favorable policies and an improved international business climate [2][3] Trade Scale and Growth - The number of enterprises engaged in import and export activities in Sichuan increased by 8.8% year-on-year, with private enterprises growing by 9.4%, accounting for 89.8% of the total [1][2] - Chengdu's initiatives to encourage enterprises to explore international markets have led to significant orders, including over 50 billion yuan from Saudi Arabia and 10 billion yuan from Japan [3] Structural Optimization - The export of high-end equipment, new materials, and biomedicine saw significant growth, with increases of 77.3%, 119.1%, and 34.9% respectively, while "new three types" products like electric vehicles and lithium batteries grew by 102.2% [4][6] - The import of integrated circuits exceeded 100 billion yuan, reflecting a stable growth trend in key sectors [6] International Cooperation and Market Expansion - Sichuan's trade partnerships expanded to 229 countries and regions, with 112 partners exceeding a billion yuan in trade [7] - Chengdu's new international air routes have facilitated the export of local agricultural products, enhancing trade efficiency and market reach [8] Infrastructure and Logistics - The Chengdu High-tech Comprehensive Bonded Zone has maintained a leading position in import and export scale, achieving a total of 218 billion yuan in the first five months of the year, which is 14.9% higher than the previous year [5] - The establishment of new air routes has significantly improved logistics efficiency, with a 22.7% increase in cargo throughput at Chengdu's international air hub [8]

Core Viewpoint - Skafeel has achieved a 95% reduction in Scope 1 and 2 carbon emissions compared to the same period in 2024, with plans to achieve operational carbon neutrality within the next two to three years [1][2] Group 1: Carbon Emission Reduction - Skafeel has completed preliminary data collection and analysis for Scope 3 carbon emissions and plans to reduce these emissions by 4.6% annually to meet carbon reduction targets [2] - The company aims to reduce total carbon emissions by 60% by 2030 compared to 2024 levels and achieve net-zero emissions by 2050 [2] - Skafeel participates in international reduction agreements and scientific carbon target initiatives to align its actions with global climate goals [2] Group 2: ESG Governance and Management - Skafeel has established an independent ESG department composed of senior management and experts from various fields to implement and monitor ESG goals [2][3] - The company conducts regular ESG assessment meetings to review progress and adjust strategies as needed to align with industry trends [3] Group 3: Resource and Energy Management - Skafeel has conducted a comprehensive evaluation of high-energy-consuming equipment, replacing inefficient units to save approximately 19.5% in electricity and improve energy efficiency by 38.2% [3] - The company invested 300,000 yuan in 2024 to upgrade its air conditioning system, resulting in an annual electricity savings of 200,000 kWh [3] - Skafeel has shifted to in-house nitrogen production, reducing transportation emissions and improving energy efficiency, leading to a 10.4% decrease in natural gas usage [3] Group 4: Renewable Energy and Water Management - In 2024, Skafeel invested 5 million yuan in a distributed rooftop photovoltaic project, generating 1.6 million kWh annually, which accounts for 20% of the company's total electricity consumption [4] - The company has implemented a rainwater collection and reuse project, enhancing water resource management [4] Group 5: Green Production and Waste Management - Skafeel has replaced high-VOC cleaning agents with low-VOC alternatives, reducing VOC content from 800 g/L to 200 g/L [5] - The company has established an environmental impact assessment system and complies with ISO 14001 certification for environmental management [5] - Skafeel follows a waste management philosophy of "reduce, classify, recycle," ensuring proper disposal and resource recovery of waste materials [5] Group 6: Green Procurement - Skafeel has developed a green procurement policy prioritizing suppliers that meet environmental and social responsibility standards [6] - The company conducts regular evaluations of suppliers' environmental performance and collaborates on clean production technologies and waste recycling initiatives [6]

Core Viewpoint - The article discusses the social and economic challenges faced by contemporary Japanese society, particularly focusing on the increasing alienation in interpersonal relationships among the youth, driven by prolonged economic stagnation and changing societal norms. Group 1: Interpersonal Relationships - The drama "We Can't Become Beasts" reflects the emotional struggles of a 30-year-old working woman in Tokyo, highlighting the theme of emotional expression as a luxury in a society marked by economic stagnation [1][4] - A 2022 survey revealed that over 40% of individuals aged 20-34 reported having "almost no friends to confide in," a 10% increase from a decade ago, indicating a significant decline in interpersonal connections [4] - The phenomenon of "loneliness" is not merely a personal choice but a survival strategy imposed by the economic environment, leading to a retraction into personal shells [28] Group 2: Generational Conflict - The increasing sentiment of "disliking the elderly" was first noted in a 2014 government report, with 41% of young people viewing older individuals as societal burdens [5] - The ratio of working-age individuals supporting the elderly has drastically decreased from 5.8 in 1990 to 2.1 in 2022, projected to drop to 1.3 by 2050, exacerbating generational tensions [6] - Economic stagnation has led to a disparity in expectations between generations, with younger individuals facing precarious employment and diminished trust in intergenerational contracts [7][11] Group 3: Workplace Relationships - The traditional model of lifetime employment has shifted, with the percentage of formal employees dropping from 81% in 1990 to 63% in 2021, leading to more transactional workplace relationships [13] - The rise of "silent resignation," where employees only fulfill basic job responsibilities without engaging in workplace socialization, reflects a growing detachment from workplace culture [18][19] - The documentary "No Connection Society" illustrates the emotional detachment of temporary workers, highlighting the lack of concern for colleagues' well-being [14] Group 4: Intimate Relationships - A 2022 survey indicated that 70% of unmarried men and 60% of unmarried women aged 18-34 have no romantic partners, with many expressing a lack of interest in dating [20] - Economic pressures have led to a reevaluation of the value of intimate relationships, resulting in a rise in single-person consumption and services catering to loneliness [23][24] - The phenomenon of "single parasitism," where young individuals live with parents without genuine emotional connection, is becoming more common [28] Group 5: Societal Reflection - The article emphasizes that the changes in interpersonal dynamics are not merely individual choices but a reflection of broader societal adjustments to prolonged economic challenges [26][27] - The need for maintaining basic social connections amidst these changes is highlighted as a long-term challenge for Japan and similar societies facing economic difficulties [29]

Core Viewpoint - The impending 50% tariff on copper imports announced by the U.S. government is causing significant anxiety in the market, particularly among major copper producers and industrial users [1][3]. Group 1: Tariff Announcement and Market Reaction - The U.S. will impose a 50% tariff on imported copper starting August 1, 2025, as stated by President Trump [1]. - Maximo Pacheco, chairman of Chile's state copper company, warns that this tariff is creating market uncertainty [1][3]. - There is ambiguity regarding whether the tariff applies to refined copper, semi-finished products, or copper ore, leading to confusion among mining companies and industrial users [3]. Group 2: Industry Concerns and Economic Impact - Executives express concern over the tariff's implications, with potential negative effects on key U.S. industries such as electric vehicles, data centers, and defense [3]. - Analysts warn that the tariff could lead to significant cost increases across various sectors, as copper is widely used in electronics, automotive, construction, and data centers [4]. - The U.S. consumes nearly half of its copper from imports, primarily from Chile, making the economy vulnerable to tariff-induced cost pressures [4].

Summary of the Conference Call for Luxshare Precision (立讯精密) Company Overview - **Company**: Luxshare Precision - **Industry**: Electronics Manufacturing, specifically in the Apple supply chain, automotive, and communication sectors Key Points and Arguments Globalization and Trade Impact - Luxshare Precision has a leading global layout and is relatively less affected by trade policies, with stock price declines attributed more to emotional impacts than fundamental deterioration, indicating potential for recovery [2][3] - The proposed global tariff by Trump is lower than expected, with potential exemptions or reductions for the company, suggesting manageable impacts from tariffs [2][3] Performance in Apple Supply Chain - The company performs exceptionally well within the Apple supply chain, continuously launching new products and participating in the assembly of core products like iPhones [2][5] - The increasing proportion of high-end products like Pro Max contributes to stable profit margins, minimizing the impact of sales fluctuations on overall performance [2][7][8] Automotive Sector Development - The acquisition of Lainai positions Luxshare for significant growth in the automotive sector, with collaborations with domestic and international companies like Geely showcasing substantial potential [2][6] - The company demonstrates excellent quality and performance in the TIER one direction, indicating promising future developments [6] Server and AI Business Potential - Luxshare's server business is positioned for breakthroughs due to strong growth in the industry and enhancements in components and assembly [4][10] - The company is not absent from the AI sector, presenting a high cost-performance ratio despite PCB being more focused on in the AI supply chain [4][13] Overseas Business Growth - The overseas business has high growth potential, primarily through acquiring mature clients and channels while leveraging China's strong supply chain for cost reduction [2][9] - Historical success rates of this model provide confidence in the overseas expansion strategy [9] Future Catalysts for Growth - Key catalysts for future growth include the diminishing impact of tariff policies, potential breakthroughs in server and optical connection fields, and innovations like Apple glasses expected to progress in the near future [12] Valuation and Investment Value - Current valuation is considered undervalued, presenting a high cost-performance ratio, with expected EPS growth and valuation recovery indicating clear investment value [4][13] Additional Important Insights - The company’s strategic positioning in various sectors, including automotive and AI, alongside its strong performance in the Apple supply chain, highlights its resilience and growth potential despite market fluctuations [2][5][6][12]

Core Viewpoint - The third China International Supply Chain Promotion Expo, themed "Linking the World, Creating the Future," showcases the depth and breadth of global industrial chains, with participation from 75 countries and regions, highlighting both established and new exhibitors [1]. Advanced Manufacturing Chain - Airbus China collaborates with 10 Chinese partners to demonstrate the tight integration of its supply chain with Chinese suppliers, emphasizing product quality, delivery efficiency, and innovation as key factors for success [2][5]. - Hubei Hangyu Jiatai Aircraft Equipment Co., Ltd. became the first domestic seat manufacturer in Airbus's supplier directory in 2018 and achieved 100% on-time delivery, earning the title of "Airbus Quality Supplier" in 2023 [2]. - Zhejiang Xizi Aviation Industry Group has expanded its product offerings within Airbus's supply chain since joining in 2013, receiving high evaluations for its quality and delivery capabilities [3][6]. - The establishment of a flexible production capacity mechanism has been crucial for timely deliveries in the aviation industry [3]. - Airbus plans to establish a second assembly line in China, recognizing the market's significance and the need for a resilient supply chain post-pandemic [5][6]. Smart Automotive Chain - The "Smart Automotive Chain" exhibition at the expo highlights the collaboration and competition among global automotive companies, showcasing the entire production process from raw materials to finished vehicles [6][7]. - Chinese companies are leading in various segments of the automotive supply chain, with significant advancements in electric and intelligent vehicle technologies [7][9]. - The automotive industry is characterized by a long and complex supply chain, with clear divisions of labor among upstream, midstream, and downstream enterprises [7][9]. - The collaboration between domestic and international companies is essential for innovation and development in the automotive sector [9]. Digital Technology Chain - Apple continues to strengthen its partnerships with Chinese suppliers, showcasing advancements in smart manufacturing and environmental protection at the expo [10][12]. - Xinwanda, a core battery supplier for Apple, has invested heavily in R&D, exceeding 3.3 billion USD last year, and has developed a magnetic levitation conveyor line to enhance production efficiency [10][12]. - The emphasis on localizing key components has been a focus for suppliers like Jieshida, which has developed its own robotic systems to reduce costs and energy consumption [11][12]. Green Agriculture Chain - The journey of potatoes from farm to table illustrates the modernization and efficiency of China's agricultural supply chain, with McDonald's showcasing its local potato cultivation practices [13][14]. - Advanced agricultural technologies, including IoT and big data, have significantly increased potato yields and streamlined the supply chain from planting to processing [14]. - The growing demand for high-quality protein in China is driving investment in agricultural supply chains, with companies like Louis Dreyfus expanding their operations to meet consumer needs [15][17].