董海锋进一步表示，首先在选品阶段，借助AI技术，谦寻自主研发的全流程直播服务平台羚客系统能 够对大量历史销售数据进行深度分析，结合市场趋势进行精准预测，实现精准选品。例如现在正值夏 季，系统能智能预测并推荐高潜力的热销品类，确保商家选出的商品更符合消费者的真实需求。 "选品是直播电商的核心环节，可以说选品选得好，直播就成功了一半。"董海锋分享道，"没有数字化 平台时，谦寻服务的超级头部主播单场直播SKU（最小库存单位）最高超过500个，但招商团队需耗费 数周完成海量商品的资质核验、价格比对、风险筛查。"在AI技术的赋能下，目前羚客系统可以将单场 直播的选品效率提升3倍。 除了选品环节的合规审核外，直播的内容生产也需要提效与合规。董海锋指出，在AI的赋能下，以往 直播团队完成一个产品的直播脚本需要花20—30分钟，现在只需要3分钟，效率提升近10倍。此外，AI 在生成过程中能自动剔除极限词和违禁词内容，实现效率与合规的双重保障。 近日，第五届中国新电商大会在吉林省延边朝鲜族自治州延吉市举行。谦寻控股董事长董海锋在大会上 表示，AI技术正在重塑直播电商核心环节，并对构建数字化生态产生深远影响。 在董海锋看来，当下 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ MACD金叉信号形成，这些股涨势不错！ 访谈直达>>瑞银李智颖：下半年哪些板块有望成为投资新风口？ 责任编辑：杨赐 港股市场今年表现亮眼，科技、新消费板块轮番发力，推动恒生指数于7月21日盘中突破25000点关口， 创近三年新高。驱动港股走强的核心因素是否持续？牛市行情能否在下半年再创新高？对此，瑞银财富 管理投资总监办公室大中华区股票主管李智颖接受访谈，分享其观察与展望。 李智颖指出，港股此轮行情主要受两大因素推动。第一，AI热潮吸引外资回流：港股聚集了大量电 商、游戏板块的上市公司。人工智能技术的推动，令许多海外投资者重新看好并加码这些板块，成为重 要推力。其次，内地企业二次上市活跃，直接利好香港的银行和交易所。更重要的是，这些龙头公司的 海外投资者提供了便捷的投资渠道，部分公司H股股价甚至高于A股，提升了港股整体交易量和活跃 度。 展望后市，李智颖认为，从当前最高点看，恒指继续大幅上行的空间"不是太多"，但个别股票仍有机 会。李智颖表示，人工智能技术的提升能否切实转化为云计算相关企业以及电商、游戏板块的盈利增 长，需要等待第二季度 ...

Group 1 - The total electricity consumption in Shanxi Province reached 156.959 billion kWh from January to June, representing a year-on-year growth of 6.3%, with an acceleration of 2.5 percentage points compared to the same period in 2024 [1] - All three industries and residential electricity consumption showed growth, with the primary industry consuming 1.402 billion kWh (up 6.81%), the secondary industry consuming 1,126 billion kWh (up 5.05%), the tertiary industry consuming 25.467 billion kWh (up 12.18%), and residential consumption at 17.49 billion kWh (up 6.29%) [1] - Industrial electricity consumption, a key pillar of the economy, grew by 5.17%, indicating a significant transformation and upgrade in the sector [1] Group 2 - The electricity consumption in traditional industries is shifting towards high-end, intelligent, and green development, with notable increases in the non-ferrous metal mining and selection industry (up 23.97%), petroleum, coal, and other fuel processing industries (up 16.41%), and coal mining and washing industry (up 7.98%) [1] - The high-tech manufacturing sector showed remarkable performance, with electricity consumption in photovoltaic equipment and components manufacturing soaring by 671.83%, and other sectors like new energy vehicle manufacturing, medical instruments manufacturing, urban rail transit equipment manufacturing, and instrumentation manufacturing also experiencing significant growth [1][2]

PCB光刻胶+消费电子，深耕PCB光刻胶和平板显示光刻胶两大领域，高性能涂料通过国际最高技术规范 认证，3C客户包括华为、OPPO、三星等知名手机厂商，这家公司拟扩产电子感光材料及配套材料。 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ...

Group 1: Overview of China's Energy Development - The establishment of China Yajiang Group as the 99th central enterprise highlights its strategic position in the energy sector, situated between China Three Gorges Corporation and State Energy Investment Corporation [1] - The Yajiang Hydropower Station is projected to generate an annual output equivalent to three Three Gorges power stations, replacing 90 million tons of standard coal, or the energy released from 150 million tons of oil [1] - The anticipated trillion-level investment is expected to bring significant economic benefits, leading to a surge in related sectors such as infrastructure and construction materials [1] Group 2: Electricity Demand in Emerging Industries - China's strategic emerging industries, particularly data centers, are major electricity consumers, with 2024's projected annual electricity consumption reaching 250 billion kWh, accounting for 2.8% of the national total [2] - The U.S. data center electricity consumption has also surged, from 76 TWh in 2018 to 176 TWh in 2023, with predictions of reaching 325-580 TWh by 2028 [5] - The electricity consumption in sectors like new energy vehicles and chip manufacturing is also significant, with battery production for one vehicle consuming approximately 9,600 kWh [6][7] Group 3: China's Energy Supply and Transition - China's total electricity generation increased from 7.11 trillion kWh in 2018 to 9.42 trillion kWh in 2024, with a compound annual growth rate of 4.8% [12] - The share of coal in electricity generation has decreased from 68% in 2018 to 58.2% in 2024, while wind and solar power capacities have rapidly increased [12] - The implementation of ultra-high voltage transmission technology has enabled China to efficiently transmit large-scale electricity across regions, with 43 lines operational by 2024 [13] Group 4: Environmental Impact and Carbon Emission Reduction - China's carbon emission intensity per unit of electricity generation decreased by 19.7% from 0.61 tons CO₂/MWh in 2018 to 0.49 tons CO₂/MWh in 2024, outperforming reductions in the U.S., Germany, and Japan [14] - The reliability of China's electricity supply has improved, with average annual outage times for urban and rural users meeting high-income economy standards [14] Group 5: Global Energy Dynamics and Future Implications - The potential for unlimited electricity supply in China could lead to industrial breakthroughs and shifts in international energy dependencies, with neighboring countries potentially relying on Chinese electricity [18][19] - The transition from traditional energy sources to electricity could reshape global economic power dynamics, similar to historical shifts from coal to oil [20][21]

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bond issued by Haopeng Technology, which has seen a price increase and a specific conversion rate [1] - Haopeng Technology's convertible bond has a credit rating of "AA-", a maturity of 6 years, and a tiered coupon rate starting from 0.30% in the first year to 2.10% in the sixth year [1] - The conversion price for the bond is set at 50.22 yuan, with the conversion period starting on June 28, 2024 [1] Group 2 - Haopeng Technology, founded in 2002, specializes in the research, design, manufacturing, and sales of lithium-ion and nickel-hydrogen batteries, as well as battery recycling and resource utilization [2] - The company reported a revenue of 1.2248 billion yuan for the first quarter of 2025, representing a year-on-year increase of 23.27%, and a net profit of 31.8135 million yuan, up 903.92% year-on-year [2] - As of March 2025, Haopeng Technology has a concentrated shareholder structure, with the top ten shareholders holding a combined 45.89% of shares [2]

昨日基金共对9家公司进行调研，扎堆调研胜宏科技、萃华珠宝、麦迪科技等。 证券时报·数据宝统计，7月28日共13家公司被机构调研，按调研机构类型看，基金参与9家公司的调研 活动，其中，5家以上基金扎堆调研公司共5家。胜宏科技最受关注，参与调研的基金达31家；萃华珠 宝、麦迪科技等分别获11家、10家基金集体调研。 基金参与调研的公司中，按所属板块统计，深市主板公司有3家，创业板公司有5家，沪市主板公司有1 家。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有1家，其中总市值超千亿元的有胜宏科 技等，总市值不足100亿元的有5家，分别是萃华珠宝、麦迪科技、丰茂股份等。 市场表现上，基金调研股中，近5日上涨的有3只，涨幅居前的有胜宏科技、恒帅股份、丰茂股份等，涨 幅为15.79%、7.14%、4.62%；下跌的有6只，跌幅居前的有麦迪科技、中密控股、萃华珠宝等，跌幅为 5.65%、3.46%、0.76%。 数据宝统计，基金参与调研股中，近5日资金净流入的有4只，胜宏科技近5日净流入资金10.14亿元，主 力资金净流入最多；净流入资金较多的还有恒帅股份、萃华珠宝等，净流入资金分别为3695.01万元、 ...

2024年度的CDP评比共有逾22,700家企业参与，其中仅约2%企业在任一领域达到"A"等级殊荣。元太科 技在"气候变迁"及"水安全"从先前的A-与B，双双进步到A，并在"供货商议合"维持最高领导（Supplier Engagement Leader）等级肯定，显示元太在推动可持续策略、管理碳风险与强化供应链协作方面的卓 越成果。 元太科技在此次"气候变迁"的16项评估题组中取得13项"A"，涵盖治理机制、环境政策、风险与机会揭 露、温室气体排放、减碳策略，及产品创新等关键领域。而"水安全"的11项题组中，则取得7项"A"，亦 包含治理机制、环境政策，及风险揭露等。 元太科技也积极引入国际标准，参照TCFD（气候相关财务揭露）与TNFD（自然相关财务揭露）架 构，进行价值链中依赖、影响、风险与机会的识别分析；并响应国际SBTi与RE100倡议，致力控制全球 升温在1.5°C以内。 全球电子纸领导厂商E Ink元太科技今（28）日宣布，于甫公布的2024年度全球环境信息揭露组织CDP 评比中，首度同时于"气候变迁"及"水安全"入列顶尖评级（A List），并在"供货商议合"获得最高领导 （Supplier E ...

Core Viewpoint - The Southern Energy Regulatory Bureau held a meeting to summarize the work in the first half of 2025, analyze current challenges, and deploy key tasks for the second half of the year, emphasizing the importance of improving work style to accelerate the advancement of the energy regulatory system in the region [1][2] Group 1: Achievements and Focus Areas - The Southern Energy Regulatory Bureau has made significant progress in various tasks, including strengthening political agency construction, enhancing energy security, and promoting green development [1] - Key regulatory focuses include ensuring energy supply, implementing planning projects, and addressing natural monopoly sectors [1] - The bureau aims to achieve major milestones in the construction of a unified national electricity market and ensure the stability of regional electricity safety production [1] Group 2: Future Directions - The bureau will deepen the implementation of the National Energy Administration's directives, focusing on high-quality energy regulation and enhancing energy supply resilience [2] - There is a commitment to accelerate the green transition and promote the construction of a new energy system [2] - The meeting emphasized the importance of integrating theory with practice, maintaining discipline, and addressing issues while setting goals to improve work style and contribute to high-quality energy development [2]

每经编辑｜陈楠 上海证券交易所上市审核委员会定于2025年7月31日召开2025年第27次上市审核委员会审议会议，届时 将审议德力佳传动科技（江苏）股份有限公司（以下简称"德力佳"）的首发事项。 资料显示，德力佳主要从事高速重载精密齿轮传动产品的研发、生产与销售，下游应用领域目前主要为 风力发电机组，核心产品为风电主齿轮箱。 因此，风电整机厂商建立了严格的供应商准入制度。供应商必须经过长时间的产品验证周期，才能进入 客户的合格供应商名录，并逐步获得批量供货的资格。这不仅要求供应商具备先进的技术实力，还需要 具备持续稳定的产品质量和可靠的交付能力。 经过多年的业务经营，公司凭借持续稳定的产品质量和可靠性，以及稳定的规模化交付能力，已成功与 金风科技、远景能源、明阳智能、三一重能等头部客户建立了良好的业务合作关系，具备明显的客户资 源优势。 值得一提的是，近年来随着中国风力发电行业的迅速发展，公司业务规模及市场占有率不断提升。根据 QY Research统计，2024年，公司全球市场占有率10.36%，位列全球第三，中国市场占有率16.22%，位 列中国第二。随着公司产能的扩充及客户的开拓，行业地位有望进一步提升 ...