Core Insights - Guangzhou Development Zone has a total of 88 listed companies, accounting for one-third of the total number and market capitalization of listed companies in Guangzhou, ranking first in the city and among national economic development zones [1][2] - The zone has cultivated nearly 400 pre-listing enterprises and has 12 companies in the filing and review stages [1] - A modern financial investment and financing service system named "12345" has been established, which includes a policy system, two cultivation projects, three service mechanisms, four service carriers, and five activity brands [1][2] Financial Services and Support Mechanisms - The "12345" modern financial investment and financing service system aims to guide financial resources towards small and micro enterprises, technological innovation, and green development [2] - The two cultivation projects focus on pre-listing nurturing and post-listing high-quality development training to enhance corporate governance and leverage capital markets for growth [2] - Three service mechanisms include the establishment of a science and technology innovation fund, a risk compensation mechanism for inclusive loans, and an optimized enterprise financing credit enhancement mechanism [2] Investment in Biomedicine - Guangzhou High-tech Zone Investment Group has established over 20 specialized funds in biomedicine, with a total subscribed scale exceeding 250 billion, successfully investing in 101 quality biomedicine and health enterprises [3] - New funds are being set up, including a 30 million yuan fund for ophthalmology transformation and a 6 billion yuan fund focused on investment linkage and industrial finance integration [3] Comprehensive Service Solutions - Science City (Guangzhou) Investment Group provides a full-chain solution for urban construction and comprehensive operation services, covering approximately 5.7 million square meters of industrial space [3] - The group offers a comprehensive support plan for enterprises, including investment, financial services, and business application testing [3] Technology Financial Services - Guangzhou Development Zone Holding Group has built a "brokerage + financial services" full-chain service model to enhance technology financial services [4] - The company utilizes REITs and other capital operations to accelerate fund recovery, reinvesting in new park construction and attracting investments [4]

7月31日美联储联邦公开市场委员会（FOMC）会议后，美联储主席杰罗姆·鲍威尔召开新闻发布会，就当前美国经济状况、货币政 策调整及未来展望进行了详细阐述。 全球最大白银etf--iShares Silver Trust持仓报告显示，7月30日白银etf持有量为15149.90吨，较上一交易日减持24.02吨。周三（7月30 日）现货白银尾盘收于37.13美元/盎司，下跌2.76%，盘中白银价格最高上探至38.24美元/盎司，最低触及36.77美元/盎司。 【市场要闻速递】 在货币政策方面，鲍威尔表示，他们尚未就9月会议作出任何决定，无法在六周后依据6月份的预测（点阵图）来做决策。就目前 而言，关于中性利率存在多种不同看法。鲍威尔个人的判断是（当前政策）处于适度限制性区间，不过（各方）对此存在一系列 不同的预估。 面对当前的经济环境，鲍威尔表示，受到关税相关新闻的影响，近期一些衡量通胀预期的指标整体有所上升，无论是市场基础 的，还是调查所得的预期。但从更长期来看，大多数通胀预期指标仍然与美联储2%的目标相符。美联储将继续根据最新数据、经 济前景的变化以及各种风险的平衡来决定货币政策的适当立场。 鲍威尔指出，尽管 ...

Core Viewpoint - The company anticipates a significant increase in profit attributable to equity holders, projecting approximately HKD 470 million for the first half of 2025, compared to HKD 235 million in the same period of 2024, driven by fair value gains on financial assets [1] Financial Performance - The expected profit increase is primarily due to an estimated net fair value gain of approximately HKD 320 million from financial assets measured at fair value through profit or loss, compared to a net fair value gain of HKD 116.8 million in the same period of 2024 [1]

人民财讯7月31日电，梦网科技（002123）7月31日晚间公告，公司作为有限合伙人与普通合伙人深圳市 高新投人才股权投资基金管理有限公司，及其他有限合伙人共同签署《深圳市高新投高端装备产业私募 股权投资基金合伙企业(有限合伙)合伙协议》，拟共同投资设立深圳市高新投高端装备产业私募股权投 资基金合伙企业(有限合伙)(简称"合伙企业")，合伙企业目标募资规模为20亿元，出资方式均为货币。 全体合伙人本次的认缴出资总额为15.4亿元，公司拟认缴出资5000万元，出资比例为3.2468%。合伙企 业应将可投资金额100%投资于以下领域：工业母机、激光与增材制造、精密仪器设备、轨道交通等四 个产业领域以及由产业主管单位认可的其他相关投资领域，其中前三个领域的每个领域投资比例原则上 不低于可投资金额的20%。 ...

在随后召开的座谈会上，武汉数易智能科技有限公司、武汉滴水智能科技有限公司、芯 擎科技武汉公司、武汉蓝颖新能源有限公司、武汉里得电力科技有限公司等科技型企业代表 和部分金融机构代表发言，对武汉科技金融工作提出意见建议，郭元强认真听取大家发言， 要求相关部门做好研究吸纳并及时协调解决合理诉求。 7月31日，省委常委、市委书记郭元强调研科技金融工作并召开座谈会。他强调，要深 入学习贯彻习近平总书记考察湖北重要讲话精神，认真落实省委、省政府部署要求，做好科 技金融大文章，高水平建设全国科技金融中心，推动科技创新和产业创新深度融合，不断培 育壮大新质生产力。 武汉万睿科技有限公司是人工智能领域专精特新"小巨人"企业，2023年曾获汉阳区股权 投资。郭元强走进企业，察看AI高精度数字人生成系统，深入了解企业创新研发、经营发 展情况。他勉励企业瞄准细分领域，加大研发投入和技术攻关，不断增强产品和服务的市场 竞争力。武汉基金产业基地由汉阳区与创投机构清科创业共同打造，运营三年来累计落户基 金企业185家、管理基金规模超2300亿元。郭元强现场了解基地运行情况，与基金负责人深 入交流。他希望基地加大招商引资力度，不断优化为企服 ...

Core Insights - The second quarter saw a record inflow of 46.4 billion yuan (approximately 6.5 billion USD, 61 tons) into China's gold ETFs, marking the strongest quarterly performance ever recorded [1] - The inflow was primarily driven by heightened global trade risks and surging gold prices, with significant activity concentrated in April [1] - Total inflows for the first half of the year reached 63.1 billion yuan (approximately 8.8 billion USD), indicating robust demand for gold ETFs in the Chinese market [1] Inflow and Performance Metrics - The asset under management (AUM) for China's gold ETFs more than doubled in the first half of the year, achieving a growth rate of 116%, reaching 152.5 billion yuan (approximately 21.3 billion USD) by the end of June [1] - Total holdings surged by 74%, amounting to 200 tons, with both AUM and total holdings hitting record highs at the end of the month [1]

Core Viewpoint - China Railway Signal & Communication Corporation (CRSC) has established a private equity fund management company, CRSC Venture Capital Investment Fund Management (Beijing) Co., Ltd, to invest in smart rail transit, smart low-altitude, smart cities, and intelligent operations [2][4]. Group 1: Fund Management Details - The fund management company was registered on July 29, 2025, with a registered capital of 100 million yuan and a paid-in capital of 50 million yuan [4][5]. - The company is located in Fengtai District, Beijing, and has 7 full-time employees [4][5]. - CRSC Capital Operation Co., Ltd holds 100% ownership of the fund management company [6]. Group 2: Investment Strategy - The fund will manage multiple funds initiated by CRSC, focusing on the entire process of fundraising, investment, management, and exit [6]. - The investment strategy will leverage CRSC's core technology in intelligent control, targeting sectors such as smart rail transit, smart low-altitude, smart cities, and intelligent operations [6]. Group 3: Leadership and Experience - The legal representative and general manager of the fund, He Chuan, has extensive experience in investment management, having worked in various financial institutions [6][7]. - He Chuan has been involved in establishing multiple CVC technology innovation funds and has expertise in sectors like equipment manufacturing, intelligent transportation, TMT, and artificial intelligence [6].

Group 1 - The Federal Reserve maintained interest rates, and Powell's hawkish remarks dampened expectations for rate cuts, leading to a significant drop in gold prices, with COMEX gold futures falling 1.58% to $3327.9 per ounce [1] - The U.S. economy showed resilience with July ADP employment numbers increasing by 104,000, surpassing economists' expectations of 75,000, and Q2 GDP growing at an annualized rate of 3.0%, well above the expected 2.4% [1] - Powell emphasized that the Fed has not made any decisions regarding the September meeting and highlighted the importance of controlling inflation, which led to a sharp decline in the probability of a rate cut from 65% to 45% [1] Group 2 - Despite the short-term pressure on gold prices, market analysts remain cautiously optimistic about the long-term outlook for gold, citing ongoing global economic uncertainty, high U.S. debt levels, and the trend of de-dollarization as key factors [2] - Analysts suggest that while gold prices may face deeper corrections, these conditions could attract buyers when prices reach the lower end of the range, indicating that long-term investors may view pullbacks as buying opportunities [2]

本文源自：金融界 作者：智投君 7月30日，沪深两融数据显示，恒生互联(513330)获融资买入额6.56亿元，居两市第19位，当日融资偿还 额6.65亿元，净卖出934.58万元。 最近三个交易日，28日-30日，恒生互联(513330)分别获融资买入5.03亿元、4.76亿元、6.56亿元。 融券方面，当日融券卖出20.29万股，净卖出18.06万股。 ...

Group 1: Company Developments - Xiwanda has submitted a listing application to the Hong Kong Stock Exchange, with Goldman Sachs and CITIC Securities as joint sponsors [1] - Starbucks CEO Brian Niccol mentioned that over 20 potential buyers have shown interest in acquiring the company's stake in the China market [3] - Starbucks reported third-quarter revenue of $9.5 billion, with same-store sales down 2%, and net profit of $558.3 million, significantly lower than expected [4][15] - Meta Platforms reported second-quarter revenue of $47.52 billion, a 22% year-over-year increase, with net profit of $18.337 billion, up 36% [13] - Adidas reported second-quarter revenue of €5.95 billion, a 2.2% year-over-year increase, with net profit of €369 million, up 94% [14] Group 2: Financial Performance - CATL achieved a net profit of 30.512 billion yuan in the first half of the year, a 33.02% year-over-year increase, with revenue of 178.886 billion yuan, up 7.27% [16] - Luckin Coffee reported second-quarter net revenue of 12.36 billion yuan, a 47% year-over-year increase, with net profit of 1.25 billion yuan, up 44% [16] - Prada's first-half net revenue reached €2.74 billion, an 8% year-over-year increase, with net profit of €386 million [17] - Airbus reported first-half revenue of €29.610 billion, with a net profit of €1.525 billion [17] Group 3: Market Trends - Ryanair announced it will cease operations at three French airports due to high ticket taxes imposed by the French government, which increased by 180% [6] - Mercedes-Benz warned of a significant decline in annual revenue due to tariffs affecting car and truck sales, with expectations of lower sales in 2025 compared to last year [10]