Group 1 - The article highlights the development and innovation landscape of the Putuo District in Shanghai, showcasing its focus on digital technology and robotics as key future industries [1][2] - Putuo District has established a unique advantage in Shanghai's innovation layout by gathering 16 national and municipal research institutes, along with several universities and technology research platforms [2] - The district aims to create more opportunities for companies to engage closely with its innovation ecosystem, particularly in key industries such as R&D services, life sciences, intelligent software, and technology finance [3] Group 2 - The visit from executives of listed and pre-listed companies reflects the growing interest in Putuo District's vibrant and potential-rich innovation landscape [2][3] - The district's "Chinese Wushu" innovation industry layout is noted for its clear positioning and differentiated pathways, contributing to its vitality in Shanghai's innovation map [2] - The ongoing development of the Shanghai Urban Safety Brain project by Changfeng Digital Technology Co., Ltd. emphasizes the importance of cybersecurity in the district's innovation strategy [1]

本报记者 李雯珊 李婷 海关总署数据显示，今年前5个月，我国货物贸易进出口总值17.94万亿元，同比增长2.5%，延续增长态 势。5月份当月，我国出口2.28万亿元，增长6.3%。其中，对东盟、欧盟、非洲、中亚五国的出口分别 增长16.9%、13.7%、35.3%、8.8%。全球化浪潮奔涌向前，企业"出海"早已不是简单的市场扩张，而成 为一场关乎生存与发展的战略远征。 在这场征程中，中国企业持续拓宽视野，从单一市场走向多元布局；积极推进转型升级，以创新为引 擎，驱动竞争力不断提升；深化融合布局，扎根海外，实现跨文化共生共赢。 拓宽视野 加速多元化布局 清晨的厦门港，一艘满载集装箱的国际货轮即将启航。而在泉州市石狮市蚶江镇石湖路通达工业园，通 达创智（厦门）股份有限公司（以下简称"通达创智"）的货运物流负责人正确认货物已按预定计划装柜 登船，驶向欧洲各大港口。 通达创智主营业务涵盖体育户外、家居生活、健康护理三大板块，海外市场份额占比超过75%。今年， 通达创智的"出海"之路迎来新变革，其位于马来西亚的首个海外基地投产，企业全球化供应链布局发生 深层次蜕变。 "面对全球市场多元化、关税政策变化等复杂形势，公司通 ...

国潮的全球化表达 在香港尖沙咀K11购物艺术馆内，泡泡玛特店前大排长龙。泰国女孩波恩耐心跟着人流前移，近半小时 后才入内畅快"买买买"。 无论去哪里，泡泡玛特店一定都是波恩行程的一站。她尤其喜爱LABUBU，去年"入坑"以来已收藏数百 个不同装扮的玩偶。"我会给它们搭配衣服，还会带它们去旅游。"她说。 LABUBU这个尖牙、兔耳的森林小精灵近来风靡全球，线下门店一货难求，二级市场溢价频频，带动 泡泡玛特今年一季度海外收入同比增长475%至480%。 不仅激发消费活力，由香港艺术家原创、糅合北欧神话与中国设计的LABUBU更引起全球情感共振： 泰国官方授予它"神奇泰国体验官"称号，西班牙街头响起它的主题曲，米兰时装周邀请它去看秀…… 新华社北京6月23日电 题："潮"起东方！世界热情拥抱"酷中国" 新华社记者褚萌萌、蒋声雄 法国巴黎，卢浮宫旁的泡泡玛特店内，模仿蒙娜丽莎的限定版潮玩LABUBU持续引发抢购热潮；美国 纽约，时代广场的广告大屏上，今年初亮相的魔丸哪吒吸引行人驻足观赏；日本大阪，世界博览会期 间，"AI孙悟空"等一系列国潮体验令中国馆吸引数十万观众…… 越来越多时尚多元的中国文化IP成全球"顶流"， ...

究 证 券 研 究 报 告 2025 年 06 月 23 日 标普 500 ETF 规模差距持续扩大 ——海外创新产品周报 20250623 联系人 沈思逸 (8621)23297818× shensy@swsresearch.com 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 权 益 量 化 研 究 ETP 研 证券分析师 沈思逸 A0230521070001 shensy@swsresearch.com 邓虎 A0230520070003 denghu@swsresearch.com ⚫ 美国 ETF 创新产品：Roundhill 发行周度分红系列产品。上周美国共 14 只新发产品， Roundhill 发行一系列周度杠杆+分红 ETF，分别挂钩 Meta、Netflix、亚马逊、伯克希尔和 Robinhood，提供各股票周度收益的 1.2 倍收益，同时采用周度分红的模式运作，该系列 目前已有合计 10 只产品。 ⚫ 美国 ETF 资金流向：标普 500 ETF 规模差距持续扩大。上周美国股票 ETF 重新回到大幅 流入，单周流入 300 亿美元以上，而国际 ...

帝王国际投资港交所公告，公司与湖北码链科技集团有限公司于2025年6月22日签订战略合作框架协， 旨在加强帝王国际在中国内地的酒类业务运营及发展。合作将提升"帝王池"系列酱酒的国内知名度及销 售业绩，同时降低运营成本，增加利润，实现市场扩张策略。框架协期限为自生效日起一年。湖北码链 科技集团有限公司主要从事网络推广及销售、市场调研以及数据分析，自2023年起专注于提供技术解决 方案，协助客户提升其线上业务及市场影响力。董事会认为框架协为双方提供机会，实现互利共赢及创 造协同效应，符合公司及其股东的整体利益。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has issued multiple administrative penalties targeting insider trading, including a significant fine against Chen Jinquan totaling 3,473.94 million yuan for illegal gains of 578.99 million yuan [1] - A total of 13 floating rate funds have been established, raising over 12.6 billion yuan, with 26 new floating rate funds launched this year [1] - Several dividend ETFs have seen net asset value increases exceeding 10% this year, with a total net inflow of 22.02 billion yuan, indicating strong investor interest in high dividend assets [1] Group 2 - In June, there has been a surge in IPO applications, with 34 companies accepted, accounting for 56% of the total this year, driven by regulatory support for tech innovation [2] - The satellite communication sector is gaining prominence, with expectations of significant changes in network access for remote areas, potentially revolutionizing the industry over the next decade [2] - A new type of perovskite image sensor has been developed, significantly enhancing light utilization efficiency and spatial resolution, marking a notable advancement in sensor technology [3] Group 3 - Intel plans to outsource its marketing operations to Accenture, which may lead to significant layoffs as the company shifts towards automation and AI-driven processes [4] - ST Baili's controlling shareholder has been applied for bankruptcy liquidation due to inability to repay debts, although the company claims its operations will remain unaffected [5] - China Tianrui Cement's controlling shareholder has increased its stake to 59.8% by purchasing 147 million shares, indicating strong confidence in the company's future [6] Group 4 - The resignation of the chairman of Qiming Star has been announced, with a new candidate proposed for the board, pending shareholder approval [7] - Yongqing Environmental Protection received a regulatory letter for failing to complete a planned share buyback, highlighting compliance issues within the company [8] - Xinhau Optoelectronics plans to transfer 100% equity of its wholly-owned subsidiary, which is expected to have a positive impact on the company [9] Group 5 - U.S. stock indices showed mixed results, with the S&P 500 down 0.22% and the Dow Jones up 0.08%, reflecting market volatility amid geopolitical tensions and economic indicators [10][11]

Core Insights - The integration of technology in the broadcasting and audiovisual industry is transforming content creation and viewer experience, with significant advancements in smart production and transmission methods [1][2]. Group 1: Technological Innovations - The broadcasting industry is experiencing a shift from traditional film to digital and intelligent production, exemplified by the use of a 600-square-meter LED screen for virtual scene visualization, enabling the creation of grand visuals that were previously impossible [1]. - The emergence of generative artificial intelligence (AIGC) is leading to revolutionary changes, with companies developing their own AI tools for efficient post-production workflows in popular dramas [1]. Group 2: Enhanced Viewer Experience - The upgrade from traditional broadcasting equipment to modern devices, such as smart TVs and ultra-high-definition micro set-top boxes, is directly addressing user pain points and improving the viewing experience [2]. - A universal remote control has been developed to simplify the user experience, allowing viewers to operate their devices seamlessly with a single remote [2]. Group 3: Artistic and Technological Synergy - The combination of technology and art is showcased in major events like the Spring Festival Gala, where innovative programs like "Yang BOT" merge cutting-edge robotics with traditional Chinese art forms, generating significant public interest [2][3]. - The collaboration between engineers and creative teams over five months to produce engaging content highlights the potential of technology to enhance artistic expression and drive industry growth [3].

Group 1 - The core viewpoint of the report is that global foreign direct investment (FDI) continues to decline, with a projected decrease of 11% to approximately $1.5 trillion in 2024, marking the second consecutive year of decline [1][2] - The decline in international project financing (IPF) is particularly severe for developing countries, with a projected drop of 26% in 2024, which is the third consecutive year of significant decline [2][3] - Investment related to sustainable development goals (SDGs) has also seen substantial decreases across various sectors, including a 23% drop in renewable energy investments, a 35% decline in infrastructure investments, and a 30% decrease in water, sanitation, and hygiene projects [2][3] Group 2 - The digital economy is highlighted as the only growth area, with international investment in this sector expected to double in 2024, focusing on data centers, artificial intelligence (AI), cloud computing, and cybersecurity [2][3] - However, there is a notable imbalance in the distribution of digital economy investments, with most funds concentrated in a few countries like China and the United States, leaving structural weak economies marginalized [3] - The report emphasizes the need for a shift in investment direction and global cooperation to achieve equitable and sustainable development, advocating for the integration of digital strategies with industrial policies and sustainable development goals [4]

Core Insights - The article emphasizes the need for a multi-layered approach to build a new ecosystem for the overseas expansion of domestic IPs, focusing on technological empowerment and narrative upgrades [1][3][4] Group 1: Cultural Industry Expansion - China's cultural industry is transitioning from a one-way output model to a deeper integration model, characterized by successful overseas reception of works like "Ne Zha" and "Mountain and Sea Love" [1][2] - The overseas market for online literature has surpassed 4.35 billion yuan, with nearly 6000 translated works and a significant increase in readership [2] - The gaming sector has seen actual sales revenue of $18.557 billion in 2024, marking a 13.39% year-on-year growth [2] Group 2: Challenges in Cultural Export - Language translation remains a critical barrier, with AI translations often leading to a flattening of classic works [3] - The industry faces challenges such as copyright infringement and reliance on platform revenue, which limits the growth of smaller cultural enterprises [3] - The lack of high-quality Chinese language data in global AI training datasets is becoming a bottleneck for the development of large models [3] Group 3: Future Directions - To avoid the fleeting success of domestic IPs abroad, a focus on technological empowerment and narrative upgrades is essential, including the promotion of philosophical IPs like "Tao Te Ching" [3] - Active participation in establishing global digital cultural trade rules is necessary to enhance China's influence in the global cultural landscape [3][4] - The ultimate goal of cultural export is not merely market expansion but fostering deeper understanding between civilizations, transitioning from "going out" to "going in" [4]

【导读】上任仅一年多，启明星辰58岁女董事长魏冰辞职 中国基金报记者安曼 上任仅一年，58岁知名女将辞职。 6月22日，启明星辰公告称，公司董事会于近日收到董事长魏冰的书面辞职报告。因中国移动通信集团有限公司工作安排调整，魏冰申 请辞去公司董事长、董事及董事会下设战略委员会主任委员职务。辞职生效后，魏冰不在公司担任其他职务。 同时，公司于今日召开第六届董事会第九次（临时）会议，审议通过了《关于补选袁捷为第六届董事会董事的议案》，同意提名袁捷为 公司董事候选人，任期与本届董事会任期一致，该议案尚须提请公司股东大会审议。 袁捷现任中国移动通信集团有限公司网络与信息安全管理部副总经理，未持有公司股份。 公司及董事会对魏冰在任期间为公司发展所做出的贡献表示衷心感谢。 上任仅一年 原中国移动知名女将离职启明星辰 据记者了解，魏冰出生于1967年4月，现年58岁。她曾是中国移动体系内赫赫有名的女将。 2024年9月27日，在被中国移动正式成为实控人8个月后，启明星辰发布《关于公司变更注册资本、法定代表人等并完成工商变更登记的 公告》。 公告内容显示，启明星辰于2024年5月6日召开股东大会，选举魏冰女士为公司第六届董事会 ...