Core Viewpoint - Taiwan's export destination is shifting towards the United States, with the gap between exports to the US and exports to mainland China narrowing significantly from 3-4 times to just 0.1 percentage points [1][3]. Group 1: Export Growth - Taiwan's total export value from January to June increased by 25.9% year-on-year, reaching $283.2 billion [2]. - Exports to the US during the same period surged by 51.4%, amounting to $78.9 billion, accounting for 27.9% of total exports [1][2]. - In June alone, exports to the US saw a remarkable year-on-year growth of 90.9%, reaching $17.2 billion [3]. Group 2: Comparison with Mainland China - Exports to mainland China (including Hong Kong) grew by 12.7% year-on-year, totaling $79.1 billion [2]. - Despite the growth, the performance of certain sectors, such as plastics and rubber products, remained weak [2]. - The share of exports to the US in Taiwan's total exports has exceeded that to mainland China for two consecutive months, with the US accounting for 32.4% and mainland China for 27.3% [3]. Group 3: Structural Changes - Historically, mainland China was Taiwan's largest export destination, with exports to China accounting for around 40% of Taiwan's total exports from 2004 to 2022 [3]. - The current shift is attributed to high-tech companies relocating some production bases back to Taiwan and increasing direct exports to the US [3].

资料显示，杭州集智机电股份有限公司成立于2004年6月,专注于全自动平衡机的研发、设计、生产和销 售,致力成为平衡技术全面研发和综合应用型企业。于2012年3月完成股份制改造,2016年10月成功登陆深 交所创业板。作为国内动平衡行业的牵头企业,集智股份联合上海衡望、杭州合慧、杭州谛听等子公司, 构建和延伸产业链结构,持续加大新产品的开发力度,积极向新能源行业以及航空航天等高速动平衡、智 能制造领域开拓发展,为客户提供可靠、多样化的产品选择。公司先后被认定为省级企业研究院、国家 高新技术企业、浙江省级软件企业和浙江省隐形牵头培育企业。 7月10日，集智转债盘中上涨2.01%报219.5元/张，成交额2.21亿元，转股溢价率7.44%。 资料显示，集智转债信用级别为"A"，债券期限6年（本次发行的可转债票面利率为第一年0.40%、第二 年0.60%、第三年1.00%、第四年1.60%、第五年2.50%、第六年3.00%），对应正股名称为集智股份，转 股开始日为2025年2月20日，转股价18.11元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一 ...

Economic Growth - The economic growth during the "14th Five-Year Plan" period is expected to exceed 35 trillion yuan, equivalent to the economic output of major provinces like Guangdong, Jiangsu, and Shandong, and surpassing the GDP of the world's third-largest economy [2][3] - China's GDP is projected to reach around 140 trillion yuan this year, marking a significant increase from previous years [2] Domestic Demand - Domestic demand contributed an average of 86.4% to economic growth over the past four years, with final consumption accounting for 56.2%, an increase of 8.6 percentage points compared to the "13th Five-Year Plan" period [3] - Investment in internet and related services grew at an annual rate of 21.9%, driven by strong consumer demand for products like 5G and smartphones [3] Employment and Social Welfare - The annual urban employment increase has remained stable at over 12 million since the beginning of the "14th Five-Year Plan" [4] - The income growth of residents has kept pace with economic growth, and the income gap between urban and rural areas has further narrowed [4] Environmental Achievements - China has made significant strides in environmental protection, with new forest areas equivalent to the size of Shaanxi province and a reduction in carbon emissions by 1.1 billion tons due to a decrease in energy consumption per unit of GDP by 11.6% [5] - The quality of air has remained stable, with 87% of days classified as having good air quality [5] Business Environment - The number of private enterprises has increased by over 40% since the end of the "13th Five-Year Plan," with more than 58 million private companies now operating [6] - Foreign direct investment in China from 2021 to May this year reached 4.7 trillion yuan, exceeding the total for the "13th Five-Year Plan" period [6] Innovation and Technology - China has achieved significant milestones in innovation, including the launch of the first domestically produced aircraft carrier and the completion of the first Chinese space station [7] - The country is transitioning from being a follower to a leader in various fields, with a focus on high-end technology and self-reliance in innovation [7]

金融界2025年7月10日消息，国家知识产权局信息显示，深南电路股份有限公司申请一项名为"一种封装 基板的制造方法、封装基板及电子设备"的专利，公开号CN120280345A，申请日期为2025年03月。 专利摘要显示，本申请公开了一种封装基板的制造方法、封装基板及电子设备，该封装基板的制造方法 包括：提供封装芯板，在封装芯板的一侧面上开设暴露出导电层的槽体；在槽体中的导电层上形成焊锡 垫；其中，焊锡垫的厚度小于槽体深度；在封装芯板的一侧面上形成阻焊桥；在焊锡垫上形成焊球，以 使焊球凸出阻焊桥背离封装芯板的一侧面设置；将焊球背离封装芯板的一侧面整平至与阻焊桥背离封装 芯板的一侧面之间的距离在设定阈值范围内；其中，设定阈值范围大于0。上述方式，本申请中的封装 基板的制造方法通过在焊球与封装芯板内部导电层之间设置焊锡垫，有效避免了对封装芯板外侧造成损 伤，并降低了压断封装芯板内部导电层的风险，提高了封装基板的可靠性。 天眼查资料显示，深南电路股份有限公司，成立于1984年，位于深圳市，是一家以从事计算机、通信和 其他电子设备制造业为主的企业。企业注册资本51287.7535万人民币。通过天眼查大数据分析，深南电 ...

2025.07. 10 作者 | 第一财经 周楠 刚刚步入下半年，就有两家IPO企业突然撤单，一家已过会8个月，另一家则排队6年之久。 据深交所网站，近期，中船双瑞（洛阳）特种装备股份有限公司（下称"双瑞股份"）因撤材料被终止 审核，该公司原拟登陆创业板，去年11月过会；另一家撤单企业是广东顺德农村商业银行股份有限 公司（下称"顺德农商行"），原拟登陆深市主板，2019年即已递交上市申请。 本文字数：2239，阅读时长大约4分钟 这也让IPO撤单情况再度引发关注。交易所官网数据显示，年内至今，共计72家拟上市企业终止 IPO，主因是撤材料，超四成原拟登陆深交所。第一财经关注到，这批撤单企业中，超20家是在过会 后撤回，另有多家IPO排队超两年。同时，现场检查亦持续发威，双瑞股份2023年年初被抽中现场 检查，同批企业已悉数撤单。 离上市处于"临门一脚"之际，已过会企业为何突然终止IPO？"个别公司的（撤单）原因要具体分析， 总体来看，包括政策变化、行业盈利变化或公司经营变化等原因，也有公司可能存在被举报的情 况。"投行人士告诉第一财经，IPO进度长期未有推进的公司，要关注其是否存在问题。 顺德农商行IPO排队 ...

南方财经记者程浩 东莞报道 今年以来，东莞企业IPO受理迎来爆发式增长。上半年，沪深北交易所获受理的IPO东莞企业数量达到 11家，其中在审企业为8家。仅6月获受理IPO达5家，占比近五成。港股方面，今年东阳光药二次递表 港交所，计划以"介绍上市"方式在香港主板上市，东莞资本市场日趋多元化。 南方财经记者梳理发现，与往年相比，北交所成为今年东莞企业密集上市的主阵地。今年以来，汇兴智 造、华汇智能、东实环境、邦泽创科、腾信精密、天健新材和高义包装等7家东莞企业先后冲击北交所 IPO，占比超六成。除汇兴智造在今年2月终止IPO外，6家企业均已进入审核流程，审核重点聚焦企业 创新性与业绩可持续性。 同时，近年东莞持续实施企业上市"鲲鹏计划"，赋能科创制造强市建设，助力上市企业在资本市场乘风 破浪，"东莞板块"逐渐由大向强。 有投行人士认为，今年监管部门频频发声，提高资本市场对科技创新企业的支持力度，IPO市场逐步回 暖，为东莞科技型中小企业利用资本市场提供更为有力机遇。从过往多年情况来看，IPO受理数量在6 月份大增是一大常态，因IPO财务数据有效期为6个月，所以6月为IPO传统申报高峰。当下北交所上市 热情高涨， ...

Group 1 - The Hong Kong IPO market is experiencing a surge in activity, with companies like Lens Technology successfully listing and raising significant capital, marking a record for CITIC Securities in 2025 [1] - The first half of the year saw a strong push in the Hong Kong IPO market driven by the "A-share + H-share" model, with a total financing scale of 88 billion HKD, reclaiming the top position globally [1] - Lens Technology's H-share issuance raised 47.68 billion HKD, achieving several key milestones, including being the first independent underwriting of a project with a market value exceeding 100 billion HKD in nearly two decades [1] Group 2 - There is a continuing trend of A-share companies seeking secondary listings in Hong Kong, with 180 A-share companies currently in the queue [3] - The Hong Kong market is viewed as a critical platform for companies going global, with significant advantages in financing efficiency and valuation differentiation across industries [3] - The core asset pricing power of A-shares is systematically shifting southward, positioning the Hong Kong market as a primary venue for value discovery of core assets [3]

Market Overview - A-shares experienced a slight increase with the Shanghai Composite Index rising 0.20% to 3499.96 points, while the Shenzhen Component Index and the ChiNext Index rose 0.14% and 0.15% respectively [1][2] - The Hong Kong market also saw a rebound, with the Hang Seng Index increasing by 0.19% to 23936.76 points, while the Hang Seng Tech Index slightly decreased by 0.03% [2][3] Sector Performance - The coal industry showed strong performance, with major stocks like Meijin Energy and Dayou Energy hitting the daily limit, and Shaanxi Black Cat rising over 6% [6][7] - The financial sector saw a resurgence, with stocks such as Nanhua Futures and Yuexiu Capital experiencing consecutive gains [12] - The photovoltaic sector remained active, with stocks like Tuori New Energy and Jingyun Tong hitting the daily limit, and several others showing significant increases [13][14] - The Apple concept stocks in Hong Kong rebounded, with Sunny Optical Technology and Q Technology rising over 5% [4][5] Commodity Market - Domestic commodity futures experienced a general increase, with notable gains in various sectors including caustic soda and aluminum oxide [22][23] - Silicon wafer prices were reported to have increased by 8% to 11.7%, with the average transaction price of silicon materials rising over 6% week-on-week [15] Notable Company Movements - CATL's stock price rose by 2.60%, reaching a new historical high of 395 HKD [16] - The company was also noted for receiving an increase in holdings from JPMorgan Chase, which acquired 851,600 shares at an average price of 340.638 HKD per share [18]

Group 1 - The Hong Kong stock market saw a significant rebound in Apple-related stocks today [1] - Sunny Optical Technology (02382.HK) rose nearly 7% [1] - BYD Electronics (00285.HK) increased by over 5% [1] Group 2 - Other stocks such as Q Tech (01478.HK), AAC Technologies (02018.HK), and GoerTek (01415.HK) also experienced gains [1]

公司股东王坚、茅木泉、陈峰分别直接持有公司26.83%、26.83%和21.47%的股权，王坚系公司员工持 股平台高腾智诚和高腾智信的执行事务合伙人，三人合计控制公司77.81%的股权，为公司的共同实际 控制人。 招股书提到，王坚于2024年4月起任公司董事长，而此前董事长一职由茅木泉担任；去年，茅木泉转任 副总经理一职。 王坚，1966年12月出生，中国国籍，拥有澳大利亚永久居留权，大专学历，轻工机械专业。1988年3月 至1994年1月，任绍兴柯桥轻纺机械厂技术人员；1994年1月至2001年4月，任绍兴县柯桥金达机械厂总 经理；2001年4月至今，任绍兴金炟贸易有限公司总经理；2002年9月至今，任绍兴金睿贸易有限公司董 事、总经理；2003年5月至2009年1月，任杭州高腾科技有限公司总经理；2005年6月至今任公司董事， 2024年4月起任公司董事长。 瑞财经 王敏 6月30日，浙江高腾机电制造股份有限公司（以下简称"高腾机电"）北交所IPO获受理，保 荐机构为中信证券，保荐代表人为何康、王一真，会计师事务所为中汇。 招股书显示，高腾机电专注于多系列智能针织设备的研发、生产和销售，现已形成以无缝内衣 ...