上证指数早盘收报3608.58点，涨0.75%。 科创50早盘收报1026.09点，涨0.97%。 中证500早盘收报6241.73点，涨0.46%。 中证1000早盘收报6651.19点，涨0.21%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3608.58 | 26.71 | 0.75% | 5220亿 | 7.66% | | 399001 | 深证成指 | 11134.07 | 34.24 | 0.31% | 6160亿 | 6.91% | | 899050 | 北证50 | 1451.00 | -7.86 | -0.54% | 217亿 | 39.81% | | 881001 | 万得全A | 5606.44 | 22.96 | 0.41% | 11595亿 | 11.64% | | 000688 | 科创50 | 1026.09 | 9.83 | 0.97% | 19067 | 3.76% | | 399006 | 创业板指 | 232 ...

韩国多家券商和研究机构也纷纷上调对中资股的配置建议，韩国散户将投资重心从日美市场转向中资 市场，掀起一波"买入热潮"。 本文字数：242，阅读时长大约1分钟 据环球时报，随着中国经济回稳向好、港股科技股强势反弹，韩国个人投资者对中资股的热情持续升 温。 《韩国经济》《金融新闻》《亚洲经济》等多家韩媒近日报道称，中国股票已跃升为继美股之后韩国 散户交易最活跃的海外资产，小米、比亚迪、宁德时代等高增长企业成为投资重点。 2025.07. 23 微信编辑 | 七三 推荐阅读 线下断货！马云西湖夜骑带火同款，旗舰店每人限购2辆 ...

证券研究报告：银行业|深度报告 研究所 分析师:张银新 SAC 登记编号:S1340525040001 Email:zhangyinxin@cnpsec.com 近期研究报告 行业投资评级 《银行深度：历次存款整改和利率下 调回顾与复盘》 - 2025.07.08 银行稳定币专题（下）：从金融角度看稳定币—— 市场影响篇 强于大市 |维持 | 行业基本情况 | | | | --- | --- | --- | | 收盘点位 | | 4476.38 | | 52 | 周最高 | 4670.31 | | 52 | 周最低 | 3132.76 | 行业相对指数表现（相对值） 2024-07 2024-10 2024-12 2025-02 2025-05 2025-07 -10% -5% 0% 5% 10% 15% 20% 25% 30% 35% 银行 沪深300 资料来源：聚源，中邮证券研究所 l 投资要点 l 稳定币对金融系统的深度影响： 对美联储资产负债表和货币政策：稳定币持有美债规模增长，可 能迫使美联储减持国债，若跨境流动激增，或扰动央行货币互换科目。 通过资金迁移放大银行间流动性波动，削弱美联储利率目标管理 ...

Core Viewpoint - The company has made significant progress in developing antibacterial coating preservation technology and eco-friendly stone-plastic packaging, addressing the issues of "white pollution" and fruit and vegetable loss in agricultural circulation [1][2]. Group 1: Technology Development - The company has developed a green low-carbon stone-plastic packaging product based on natural inorganic powders and polymer composite materials, which is non-toxic and supports 100% physical recycling [1][2]. - The antibacterial coating technology integrated into the packaging provides three innovative functions: it releases plant-based antibacterial components to inhibit microbial growth and fruit ripening, optimizes internal temperature and humidity to delay metabolism, and enhances barrier performance to maintain the freshness of fruits and vegetables [2]. Group 2: Environmental and Agricultural Impact - The stone-plastic packaging's low-carbon characteristics throughout the entire lifecycle contribute to the packaging industry's achievement of "dual carbon" goals, providing a practical path for low-carbon transformation [2]. - The breakthrough in preservation technology directly enhances the commercialization rate and added value of agricultural products, effectively addressing post-harvest processing and terminal preservation challenges, thereby reducing logistics costs while ensuring supply quality [2]. Group 3: Future Directions - The company is collaborating with research institutions, large agricultural bases, fresh e-commerce platforms, and logistics companies to promote technological iteration and standardized application [3]. - The company aims to position itself as an "integrated service provider of green packaging and smart preservation," continuously exploring the integration of eco-friendly materials and preservation technologies to serve broader agricultural regions and consumer markets [3].

1.【孙宇晨确认加入蓝色起源载人飞行任务，发射活动将于近期执行，有六名乘员参加】据报道，蓝 色起源（Blue Origin）宣布 New Shepard NS-34 载人飞行任务成员名单，其中包括 Tron 创始人 孙宇晨及 J.D. Russell、Arvi Bahal、Gkhan Erdem、Deborah Martorell 和 Lionel Pitchford 六 人。这一任务预计将于近期执行。（鲁中晨报） 2.【科大讯飞踝关节机构和仿人形机器人专利获授权】7月22日，科大讯飞股份有限公司、科大讯飞 （苏州）科技有限公司申请的"踝关节机构和仿人形机器人"专利获授权。摘要显示，该实用新型涉及 机器人技术领域，踝关节机构包括第一转动件、第二转动件以及驱动装置。踝关节机构通过驱动装置 驱动第二转动件运动以调整脚部仿形件的姿态，结构简单，控制方便，能够适用于各种应用场景。 （证券时报） 3.【星动纪元发布全尺寸双足人形机器人星动L7】星动纪元发布全尺寸双足人形机器人星动L7，该产 品现已开始发售。(央广网) Ai斩敗亿,却知斩带 同发行 4.【全球首架三证齐全吨级以上eVTOL交付】峰飞航空科技7月22日向合 ...

随着美日贸易协定靴子落地，接下来，日本国内政局仍将继续主导市场。 据央视新闻报道，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议称，原定25%的对等关税税率将下 调至15%，日本将向美国投资5500亿美元并放开大米等农产品市场。日本首相石破茂在首相官邸对媒体表示，将 听取经济再生担当大臣赤泽亮正的详细汇报，如有必要将与美国总统特朗普进行电话或当面会谈。 稍早，据央视新闻，美国总统特朗普在其社交媒体平台"真实社交"上发文称，当天，他在白宫会见到访的菲律宾 总统马科斯，双方达成了贸易协议。特朗普称，将对菲律宾征收19%的关税。菲律宾将对美国开放市场，并实行 零关税。值得一提的是，19%的关税低于他两周前发函威胁的水平20%。继印尼之后，菲律宾成为第二个通过贸 易协议降低他本月发函威胁8月将新征关税水平的国家。 此外，据央视新闻报道，总台记者获悉，日本首相石破茂称，将在8月结束前正式表明辞职意向。石破茂向周围人 士透露，自民党将于8月汇总参议院选举情况相关报告，他本人计划在8月结束前宣布辞职，已基本确定该意向。 日股涨、日债跌 亚太股市普涨 不仅日本股市，韩国综合指数开盘不久就也涨0.62%，韩国汽车板块同样 ...

编者按：民营经济在稳定增长、促进创新、增加就业、改善民生等方面发挥了积极的作用，已经成为推 动经济持续健康发展的重要力量。新华网特别推出"赢商者说"大型主题系列采访，对话民营企业负责 人，倾听行业心声，分享发展经验，关注"专精特新"发展方向，为企业高质量发展凝聚奋进力量。 新华网北京7月23日电（刘觅觅）数字乡村是乡村全面振兴的战略方向，也是建设数字中国的重要内 容。近年来，各地加快数字乡村建设，以信息化驱动引领农业农村现代化，促进农业高质高效、乡村宜 居宜业。随着数字技术与乡村生产、生活的日渐融合，我国数字乡村建设按下"快进键"。 在石景山区"燕京八绝"非遗项目中，畅天游的技术价值得到集中体现。通过VR数字展馆与区块链确权 交易系统的融合，景泰蓝、雕漆等非遗技艺转化为可自主管理的数字资产，吸引25-35岁年轻用户占比 提升至60%（传统渠道不足20%），月均服务超6000人次并带动门票销售突破20万元。更重要的是，非 遗传承人首次能实时掌握游客行为数据，直接优化产品设计。 北京畅天游科技有限公司创始人王晓晨。受访者供图 "致力于打通乡村数字化的最后一公里" 面对县域经济数字化转型的深层痛点，畅天游选择以"脚 ...

Group 1 - Lingban Technology, the first company in Hangzhou to insure against overseas intellectual property infringement liability, successfully received compensation after facing a lawsuit within eight months of purchasing the insurance [1] - The company, established in 2014, specializes in the research and development of AR glasses and related software and hardware products, with its AI and AR products reaching over 80 countries and regions globally [1] - The insurance covers infringement litigation compensation and legal fees, highlighting the increasing awareness among companies of the complex overseas intellectual property environment [1] Group 2 - In Yuhang, many technology companies face challenges due to unfamiliarity with overseas legal systems and differences in domestic and international regulations, leading to infringement disputes [2] - Yuhang District has implemented policies to enhance intellectual property protection, including a subsidy of up to 100,000 yuan for overseas infringement liability insurance premiums [2] - The district is proactive in risk prevention by encouraging eligible companies to purchase overseas intellectual property insurance and providing professional services such as trademark monitoring and patent infringement checks [2] Group 3 - Yuhang District has organized over 30 specialized training sessions focusing on overseas rights protection strategies, patent layout, and risk warning to enhance companies' risk prevention capabilities [2] - The district is building a comprehensive intellectual property protection system that covers prevention, protection, and rights enforcement [2]

Group 1: Market Trends - Recent market focus has shifted to "anti-involution" and infrastructure sectors, which are more medium to long-term in nature[1] - As of July 21, the financing balance has risen to CNY 1,904.5 billion, approaching the March 20 high of CNY 1,940.2 billion[9] - The bull market atmosphere has led to increased risk-taking among investors, contributing to a FOMO (Fear of Missing Out) mentality[9] Group 2: Technology Sector Insights - The technology sector is expected to attract funds flowing out of the "anti-involution" and infrastructure sectors due to its solid logic and ongoing industrial narrative[2] - Semiconductor sector is poised for a rebound, with the ChiNext 50 index still undervalued compared to its position at the start of the technology bull market in February[20] - AI sector remains a focal point, with significant advancements and competition, including the anticipated release of GPT-5 this summer[23] Group 3: Investment Opportunities - Key areas to watch include semiconductors, AI, robotics, and deep-sea technology, which are expected to see strong performance[3] - The domestic GPU companies, such as Moer Thread and Muxi Co., have received IPO approvals, which may enhance market sentiment[20] - The deep-sea technology sector is gaining attention, particularly in relation to military and resource sectors, as highlighted in recent government meetings[28] Group 4: Risks and Considerations - There is a risk of accelerated style rotation in the equity market, which could impact technology investments[31] - Unexpected events in the technology sector could lead to significant changes in investment logic[31]

加快推进自贸港核心政策落地，锚定封关运作"一号工程" 三亚：聚力创新，挑大梁、当先锋 近日，夏日的三亚湾，游艇穿梭，驰骋海面。海南日报全媒体记者 王程龙 摄 在三亚月亮岛，科研人员查看草莓苗长势。海南日报全媒体记者 黄媛艳 摄 查验设施设备升级完成的三亚半山半岛帆船港口岸。海南日报全媒体记者 王程龙 摄 海南日报全媒体记者 黄媛艳 全国首单隔离期间同步进行DUS测试便利化落地、海南首笔民企数据要素资产质押融资案例完成、肉类 加工增值内销免关税首单业务落地、海南最大绿色矿山投产……今年以来，三亚锚定目标，实干担当，加快 推进核心政策落地，全力赋能海南自贸港封关运作。 2025年是海南自贸港封关运作、扩大开放之年。针对"封关运作准备取得关键进展""自贸港政策持续优化 升级""对外开放加力提速"等重点领域，三亚全力推进自贸港封关运作"一号工程"，科学谋划封关前后的改革 开放和高质量发展工作，持续细化工作颗粒度，坚持清单化管理、项目化推进，努力在把海南自贸港打造成 为引领我国新时代对外开放重要门户中挑大梁、当先锋。 A 做足准备 封关运作项目高效推进 近日，天涯反走私综合执法站站长李伟站在综合指挥室监控大屏前仔细查看 ...