加强市区联动，做大做强主导产业。支持杨浦锚定在线经济、创意设计、都市工业三个千亿级的主导产 业，进一步放大产业链优势、场景优势、人才优势，加快打造以总部经济、平台经济、内容经济为核心 的产业新增长极。 新华财经上海6月10日电（记者李荣）2025杨浦全球推介大会9日晚举行，记者获悉，上海杨浦正以推进 全域创新为抓手，全力构建全主体参与、全要素统筹、全链条加速的杨"数"浦新质秀带创新区，积极打 造上海国际科创中心的北部增长极。 据了解，上海作为深度链接全球的经济中心城市，近年来以招商引资和企业服务一体化为牵引，全力打 造"企业引得来、留得住、长得好"的产业生态。 杨浦拥有优质的科教资源和创新环境，是上海全市推进新型工业化、培育新质生产力的重要集聚区。上 海正全力支持杨浦创新： （文章来源：新华财经） 加强机制创新，拓展招商引资的新渠道。支持杨浦发挥链主企业、高校云集的优势，用好产业链、校友 会、朋友圈等招商新模式，依托复兴岛、长阳秀带、同济环带等产业创新载体，导入更多央企区域总 部、行业龙头企业、关键平台机构，提升区域发展的能级。 聚焦重点领域，持续做优企业服务。支持杨浦强化重点企业服务效能，健全大学科技园与产 ...

Group 1 - Guokemicro (300672.SZ) announced a major asset restructuring plan to acquire 94.366% of the shares of Zhongxin Integrated Circuit (Ningbo) Co., Ltd. through a combination of issuing shares and cash payments, aiming to establish a dual-driven system of "digital chip design + analog chip manufacturing" in the semiconductor field [1] - Guokemicro is a leader in the domestic integrated circuit design sector, focusing on chip design and R&D, providing solutions for AI, multimedia, automotive electronics, IoT, and data storage, with products widely used in various popular fields [1] - Zhongxin Ningbo operates primarily under a Foundry model, specializing in RF front-end and MEMS semiconductor wafer foundry and customized chip manufacturing services, equipped with 6-inch and 8-inch wafer manufacturing lines [1] Group 2 - Zhongxin Ningbo has established deep cooperation with leading domestic mobile terminal companies, signing a strategic cooperation framework agreement to supply 50% of the RF filters needed for mobile terminal products, indicating strong recognition of its products [2] - China has become the largest RF filter consumption market globally, accounting for nearly 30% of the market size, but domestic companies hold less than 5% of the BAW filter market, which is dominated by US firms like Broadcom and Qorvo [2] - With the deepening of 5G commercialization and accelerated 6G technology development, the demand for high-performance RF front-end devices is increasing, making BAW filters a critical bottleneck [2] Group 3 - The acquisition of Zhongxin Ningbo will enhance Guokemicro's production capabilities in high-end filters and MEMS, while leveraging Zhongxin Ningbo's cooperation with strategic clients to expand into markets such as smartphones and smart connected vehicles [3] - This acquisition extends Guokemicro's industrial chain layout into the high-value core components of RF front-end, enhancing competitiveness in the analog chip market and opening new business growth points [3] - The collaboration between Zhongxin Ningbo and strategic clients will inject strong momentum into the domestic filter industry, promoting the semiconductor industry chain towards self-control and technological innovation, gradually breaking the long-standing monopoly of foreign companies in the high-end filter market [3]

Group 1 - The market for major asset restructuring in the Sci-Tech Innovation Board is experiencing strong growth, with 105 major restructuring plans disclosed since the implementation of the "Eight Policies" [1] - As of 2025, there have been 44 new major asset restructuring plans, indicating high market participation [1] Group 2 - Several companies on the Sci-Tech Innovation Board are actively pursuing business synergy through major asset restructuring, such as Aopumai's acquisition of 100% equity in Pengli Bio, enhancing their customer resources and product promotion capabilities [3] - Rapid progress is also seen in Jingyuexing's restructuring efforts, with plans to acquire 100% equity in Jiazhi Hong, reflecting a proactive attitude towards external expansion [3] Group 3 - Significant transactions are drawing market attention, such as the planned stock swap merger between Haiguang Information and Zhongke Shuguang, with market capitalizations of approximately 316.4 billion and 90.6 billion respectively [4] - This merger is expected to achieve deep integration of the industrial chain, enhancing overall competitiveness and impacting the information industry landscape [4] - The fast-paced technology updates and intense market competition in emerging sectors like semiconductors and biomedicine are driving companies to utilize mergers and acquisitions for resource integration and competitive advantage [4]

对于时尚品牌创新行动，《方案》提出，打造全球首发中心。支持商圈商街商场改造提升，鼓励商业运 营主体积极吸引全球优质品牌在京设立首店、旗舰店、创新概念店，培育本土时尚定制品牌，支持时尚 品牌在京设立研发设计中心和地区总部。 ● 本报记者 熊彦莎 北京市商务局官网6月9日消息，北京市商务局等四部门印发《北京市扩大时尚消费专项行动方案》（以 下简称《方案》），提出六方面21项举措。包括鼓励商业运营主体积极吸引全球优质品牌在京设立首 店、旗舰店、创新概念店；鼓励老字号与知名IP跨界合作；鼓励医疗美容项目扩产和医疗美容产品研发 创新；鼓励企业积极应用虚拟现实、人工智能、元宇宙等新技术，创新推出VR购物、AR试穿、虚拟模 特、元宇宙体验等时尚消费场景。 《方案》既体现了优化时尚消费供给的工作举措，彰显了城市时尚魅力，也体现了提升消费体验、扩大 时尚消费需求的具体落脚点，涵盖文商旅体科等各领域，为社会公众提供了一份"可观、可感、可及"的 时尚消费和时尚生活指南。 打造全球首发中心 推出VR购物等时尚消费场景 对于时尚产业赋能行动，《方案》提出，强化时尚设计引领。培育创新设计应用生态，推动"设计+人 工智能"专项行动，鼓励工 ...

Group 1 - The company Zhongying Electronics announced a significant share transfer agreement, where its controlling shareholder, Weilang International, will transfer 31,718,000 shares and Win Channel will transfer 16,767,396 shares to Zhinen Electric, totaling 48,485,396 shares, which represents 14.20% of the company's total share capital [2] - The share transfer price is set at 25.677 yuan per share, resulting in a total transaction value of approximately 1.245 billion yuan [2] - Following the completion of this transaction, the controlling shareholder of the company will change from Weilang International to Zhinen Electric, and the actual controller will change from Fu Qiming to no actual controller [2] Group 2 - In the fiscal year 2024, Zhongying Electronics reported that its revenue composition was predominantly from integrated circuit design, accounting for 99.88% of total revenue, with other businesses contributing only 0.12% [3]

关税谈判临近，市场如何应对？20250609 摘要 关税谈判是近期市场主线，预计 6 月 9 日至 20 日市场波动加剧，7 月 8 日达成协议可能性小，或将延期，应视为持久战。 当前市场波动大，避险资产黄金受青睐，金价回调后反弹，中长期逻辑 不变，未来 3-5 年或达 1 万美元/盎司。 中美角力相关板块如黄金股、稀土板块和永磁材料受益，中国稀土资源 有望进入量价齐升阶段，类似过去三年煤炭行业行情。 科技领域，美国削减中国使用 EDA 软件限制，加速国产替代，华大九天 等公司迎来发展机遇，索辰信息等工业软件战略价值凸显。 中国创新药板块表现良好，尤其在港股，新产品推出及海外授权推动业 绩增长，美国一票制政策降低生物医药成本。 数字货币在跨境支付中作用凸显，中美竞争世界货币话语权，中国利用 区块链和 Web 3.0 技术提升跨境结算效率，金融科技进入催化阶段。 中美贸易战影响两国经济，美国面临高通胀和经济减缓，中国出口企业 受影响，但拥有海外产能的企业受益，对等关税加剧国内失业和通缩压 力。 Q&A 科技领域催化因素包括美国削减中国使用 EDA 软件限制，这对中国半导体设计 构成威胁，因此国产替代加速推进。例 ...

Core Viewpoint - The credit rating agency maintains the credit rating of China Huase Design Group Co., Ltd. at AA with a stable outlook, reflecting the company's strong market position in the surveying and design sector, despite challenges in new contract acquisition and cash flow management [3][28]. Company Overview - China Huase Design Group has a complete and high-level design qualification, maintaining a strong market position in the transportation surveying and design field in Jiangsu Province [3][16]. - The company has a diversified ownership structure with no controlling shareholder, which raises concerns about management stability [4][15]. Financial Performance - As of March 2025, the total assets of the company were 122.82 billion, with total liabilities at 69.53 billion, indicating a decrease in both assets and liabilities compared to previous years [7][25]. - The operating revenue for 2024 was 44.28 billion, down from 53.53 billion in 2023, reflecting a declining trend in business scale [7][22]. - The net profit for the first quarter of 2025 was 0.58 billion, showing a significant decrease compared to previous periods [7][22]. Contract Acquisition and Market Position - The new contract amount for 2024 was 68.79 billion, a decline from 74.31 billion in 2023, primarily due to reduced demand in traditional road and municipal projects [18][19]. - The company remains focused on government investment projects, with government clients accounting for approximately 94.80% of new contracts [18][19]. Cash Flow and Debt Management - The company has maintained positive operating cash flow, with a net cash inflow of 3.07 billion in the first quarter of 2025, although this represents a decline from previous periods [7][22]. - As of March 2025, the company had a total debt of 9.40 billion, with a debt-to-EBITDA ratio of 1.69, indicating manageable debt levels compared to industry standards [7][25]. Industry Outlook - The construction industry is facing challenges due to a downturn in the real estate sector, which is expected to continue affecting demand for construction services [10][12]. - Despite these challenges, infrastructure investment remains a key support for the construction market, with government and central enterprises taking on more investment responsibilities [12][13].

Group 1 - The core viewpoint of the article is that Huatai United Securities has conducted a review of Huashu Design Group's differentiated equity distribution plan for the year 2024, which involves a share buyback and subsequent cash dividend distribution to shareholders [1][6] - The reason for the differentiated equity distribution is the company's plan to repurchase shares using its own and raised funds, with a total repurchase amount between RMB 40 million and RMB 80 million, at a price not exceeding RMB 11 per share, within a 12-month period [1][2] - As of January 10, 2025, the company has repurchased 7,040,000 shares, accounting for 1.0296% of the total share capital, with a total expenditure exceeding the lower limit of the repurchase plan [2][3] Group 2 - The differentiated equity distribution plan includes a cash dividend of RMB 1.00 per 10 shares (tax included) to all shareholders, based on the total share capital minus the shares in the repurchase account [2][3] - The total share capital as of May 22, 2025, is 683,793,565 shares, with 7,040,020 shares repurchased, resulting in an actual participating share capital of 676,753,545 shares for the dividend distribution [3][5] - The reference price for ex-dividend is calculated as the previous closing price minus the cash dividend, resulting in an ex-dividend reference price of RMB 7.43 per share [3][5] Group 3 - The differentiated equity distribution is characterized by the exclusion of repurchased shares from the profit distribution [5][6] - The impact of the differentiated equity distribution on the ex-dividend reference price is less than 1%, indicating compliance with relevant regulations [5][6] - The company commits not to undertake any actions that could alter the total share capital or the number of shares in the repurchase account during the period leading up to the equity distribution [5][6]

the state be ed sal ed 记者 牛钰 又一起"申报即担责"的案例出现了——一个17个月前主动撤回IPO（首次公开发行）的项目突然收到多张"罚单"。 2025年6月6日，深交所发布了两则监管措施和两则纪律处分，揭开了辉芒微电子（深圳）股份有限公司（下称"辉芒微"）主动撤回IPO申请的"谜团"：辉芒 微发行上市的申请文件、信息披露文件未做到真实、准确、完整，因在该IPO项目的执业过程中存在多项违规行为，保荐机构中信证券（600030.SH）和审 计机构大华会计师事务所（特殊普通合伙）被深交所采取监管措施，相关保荐代表人及签字注册会计师被通报批评。 辉芒微是一家IC（集成电路）设计企业，产品主要为通用型芯片，其创始人许如柏曾是美国芯片巨头AMD（超威半导体）的高级工程师。 2024年1月，辉芒微在深交所创业板上市的审核状态变更为"终止"，原因为辉芒微及保荐人中信证券申请撤回发行上市申请文件。2022年初，辉芒微和中信 证券也曾主动撤回过上交所科创板的IPO申请。 在第二次"撤离"IPO后，辉芒微再未递表。其上一次出现在资本市场的视线里，是试图"卖身"给上市公司深圳英集芯科技股份有限公司（6882 ...

在国际大牌云集的一号馆，经典设计与现代潮流不断碰撞，以场景化体验引领设计美学。专注于20世纪欧洲中古 设计的法国品牌Galerie Monokeros带来独特的陶艺雕塑座灯，柔和的灯光仿佛穿透岁月；丹麦家居品牌GUBI发布 Pacha云朵椅与甲壳虫系列座椅，将趣味艺术融入生活。来自中国的先锋品牌U+、WHYGARDEN、融舍 PRECIOUS HOME等则聚焦对现代家居趋势的最新解读。 今年，四大板块迎来近千件新品首发，家具与灯具设计、厨卫及整装设计两大展区人气不减，生活方式与配饰设 计展区明显扩容，吸引更多大众目光。从香氛、餐具到地毯、墙纸及艺术品，各类风格化的产品齐聚一堂，勾勒 出一个个关于生活空间的灵感画面。 "设计上海"策划了"Made in JDZ"特别板块，邀请20多个品牌用年轻的创意与手工艺碰撞，产生新的花火。 上周，第12届"设计上海"在上海世博展览馆收官落幕，来自30多个国家及地区的600多个品牌带来最新力作，共同 呈现全球设计产业的创新与流变。 正如Ciireals的主理人所说，"2016年第一次来到景德镇时，发现这个城市就像一个巨大的美术用品店，充满着各 种想象。""景漂"的十来年，冉祥 ...