Group 1 - Nearly 60% of 2024 undergraduate graduates have starting salaries below 6000 yuan, with less than 10% earning over 10,000 yuan monthly [1][2] - The average monthly salary for 2024 graduates six months after graduation is 6199 yuan, showing a stable increase [1] - The distribution of starting salaries for 2024 graduates shows 57.8% earning 6000 yuan or less, and 23.2% earning between 6000 and 8000 yuan [1] Group 2 - The top three high-paying professions for graduates are integrated circuit engineering technicians (8459 yuan), internet developers (8245 yuan), and industrial internet engineering technicians (8030 yuan), all exceeding 8000 yuan [2] - Other high-paying professions include game planners (7799 yuan), sales engineers (7675 yuan), and software quality assurance engineers (7638 yuan) [2] Group 3 - High-paying professions for 2024 graduates exhibit a clear technology-driven and industry-concentrated characteristic, with integrated circuit engineering technicians primarily hiring from electronics and automation fields [3] - New professions such as integrated circuit engineering technicians and industrial internet engineering technicians are among the top high-paying jobs, reflecting the demand for standardized technical talent in the information technology service sector [3][4] Group 4 - Employment satisfaction and job relevance are important indicators of job quality, with integrated circuit engineering technicians and industrial internet engineering technicians showing satisfaction rates of 85% and 86%, respectively, above the average of 81% for all graduates [4] - New professions are emerging alongside the rapid development of cloud computing, big data, and artificial intelligence, indicating strong employment advantages in technology-driven roles [4]

Core Viewpoint - The A-share market showed a mild performance on July 17, with the Shanghai Composite Index fluctuating around 3500 points and the ChiNext Index rising over 1% [1][4]. A-share Market Summary - The Shanghai Composite Index was at 3506.94, up 0.09% [5]. - The ChiNext Index reached 2255.36, with a gain of 1.13% [5]. - The Shenzhen Component Index increased by 0.87% to 10813.75 [5]. - Notable sectors performing well included telecommunications, electronics, and retail, while public utilities and transportation lagged [5]. Individual Stock Performance - Several stocks experienced consecutive trading halts, with Upway New Materials achieving a 250% cumulative increase over seven trading days [1][9]. - Upway New Materials reported significant trading anomalies, with a closing price of 23.24 yuan per share and a P/E ratio of 105.71, significantly higher than the industry average of 23.78 [11]. - Lansheng Co. also saw a continuous rise, with a warning about potential risks due to rapid price increases [13]. - Other companies like Lisheng Pharmaceutical and Lianfa Co. reported similar trading halts and risk warnings [14]. Hong Kong Market Summary - The Hong Kong market exhibited a stable performance, with the Hang Seng Index at 24534.84, up 0.07% [17]. - Notable gainers included Nongfu Spring and Geely Automobile, while Baidu and New Oriental saw declines [17]. - Blueport Interactive surged over 40% after announcing the establishment of a new division focused on Web3 and digital assets [20]. Corporate Announcements - Dechang Motor Holdings announced the establishment of two joint ventures with Shanghai Mechanical and Electrical Co., focusing on humanoid robot solutions, with a registered capital of 75 million yuan for each venture [23].

数据显示，荷兰芯片设备制造商阿斯麦二季度业绩强劲，总营收77亿欧元，净利润23亿欧元，均处于 指引上限。然而管理层警告，由于宏观经济和地缘政治发展带来的不确定性正在加剧，其在2026年可 能无法实现增长。 点击蓝字，关注我们 Evercore ISI表示，阿斯麦(ASML.US)在公布第二季度财报后股价下跌，这提供了一个买入机会。 Evercore ISI维持对阿斯麦在阿姆斯特丹交易所上市股票的"跑赢大盘"评级，目标价为803欧元，较7月 15日收盘价高出约14%。 Evercore ISI分析师Mark Lipacis表示："鉴于阿斯麦过去9个月的市盈率压缩了35%至40%，我们认为业 绩疲软的预期已经反映在股价中，是时候逢低买入。" Lipacis表示，阿斯麦管理层预计下半年毛利率可能会呈下降趋势，原因是高数值孔径技术营收确认和 升级服务组合减少。 他表示，尽管阿斯麦仍有望实现其2025年的营收目标(中值为325亿欧元)，但2026年的前景存在更多不 确定性。不过，Lipacis 补充称，阿斯麦管理层表示今年迄今人工智能需求强劲，是代工逻辑和 DRAM市场的关键增长动力。 受该消息影响，截至周三美股收盘， ...

（文章来源：新华财经） 7月13日晚间，山科智能再次发布关于公司控制权变更事项继续停牌的公告。公告称，因未能按原定计 划在2个交易日内披露控制权变更具体方案，公司股票自7月14日起继续停牌，预计停牌时间不超过3个 交易日。 据公告，受让方长江航天成立于2025年6月9日，法定代表人为邓玉，注册资本为8亿元，经营范围包含 采购代理服务、电力电子元器件制造、以自有资金从事投资活动等。本次交易标的股份的转让价格为每 股20.70元，转让价款总额为5.71亿元。 公开资料显示，山科智能2020年9月28日在深交所创业板上市，主要产品体系包括智能远传水表、智慧 水务管网智能产品、智慧软件集成产品、智慧水利、智慧直饮等。2025年一季度，公司营业收入为1.11 亿元，同比下降17.6%；归母净利润为940万元，同比下降43.3%。 值得注意的是，本次停牌前，山科智能股价已提前异动，自6月23日起至7月9日，山科智能股价表现活 跃，从18元／股最高涨至27.40元／股，累计涨幅超过38%。 新华财经北京7月17日电（王媛媛） 今日复牌的山科智能早盘股价大涨，盘初一度涨超13%，截至发 稿，山科智能涨4.5%，股价报26.5 ...

第三届中国国际供应链促进博览会开幕。 本届链博会有来自75个国家和地区的651家企业和机构参展，境外参展商占比从上届的32%上升到本届的35%，连同参展商带来的500多家产业链上下游的 合作伙伴，实际参展商达到1200家，170多个境外团组前来观展洽谈。对比前两届数据来看，境外参展商占比逐年提升，国际化水平更高。 7月16日，第三届中国国际供应链促进博览会（下称"链博会"）如期开幕，"六链一展区"人潮如织，充分展现了全球工商界的活力与创造力，也体现了在 当前环境下，产业链上下游企业在"链"上找朋友、找伙伴、找应用场景、找解决方案的殷切期待。 国际范更足：境外参展商占比逐届提升 "链博会也更加注重帮助企业找朋友、找伙伴、找应用场景、找解决方案。"中国贸促会会长任鸿斌表示，本届展会首次成立各链条展商联盟，让产业链供 应链合作更加可感可及。 证券时报记者在现场看到，企业展台人头攒动，采购团与参展企业火热交流寻求合作机会。不仅如此，参展企业间的互动亦能激荡出合作火花。 "链博会给我们搭建起了业务交流的平台，稍微转转就能看到我们大量的客户和供应商。和旁边展台南京钢铁的负责人简单交流，我们就发现两家企业可 以进一步合作的 ...

Core Insights - Apple continues to showcase its presence at the third China International Supply Chain Promotion Expo, highlighting its focus on technological innovation and collaboration with suppliers [1][10] - The company emphasizes the importance of stability, reliability, safety, and innovation in its partnerships with suppliers, rather than merely seeking low costs [10][12] Group 1: Supplier Innovations - A key supplier, Xinwangda, has developed a magnetic levitation production line that operates with 100% domestic components, enhancing speed and precision compared to traditional systems [4][6] - Xinwangda integrates AI and digital twin technology into its operations, allowing for real-time monitoring and remote diagnostics, which can improve response times by approximately 20% [4][11] - Jieshida, another supplier, has introduced a cloud feeding system for the automatic assembly of micro O-rings, improving efficiency and precision in the production process [6][10] Group 2: Sustainability Efforts - Shandong Innovation Group focuses on recycling aluminum materials, showcasing equipment that achieves over 95% purity in aluminum recovery through electromagnetic separation technology [8][10] - Apple plans to use 24% of materials from recycled or renewable sources in products shipped in 2024 and aims to transition to 100% recycled cobalt for battery production by the end of the year [8][10] Group 3: Industry Trends and Future Directions - The collaboration model between Apple and its suppliers is viewed as a benchmark for industry upgrades, with a focus on automation, digitalization, and intelligent manufacturing [10][11] - Apple's investment in China's smart and green manufacturing sectors has reached $20 billion over the past five years, with plans for continued investment to enhance local supply chains [12]

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchange devices, covering a temperature range of -271°C to 200°C [2] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages and market performance, particularly in the Beijing Winter Olympic Village project [2] - Key industries served include food freezing and refrigeration, chemical production, rail transportation, and data centers, among others [2] Group 2: Innovations in Nuclear Fusion Technology - The company has successfully developed helium compressors for superconducting magnets used in nuclear fusion devices, filling a domestic gap since 2016 [2] - The helium compressor is critical for maintaining the cooling cycle and ultra-low temperature environment required for superconducting magnets [2] - The company’s helium compressors are included in the first batch of major technological equipment projects recognized by the National Energy Administration [2] Group 3: Data Center Applications - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems [3] - Products have been successfully implemented in numerous high-profile data centers across China and internationally, including partnerships in North America, Australia, and Southeast Asia [3] - The company is expanding its overseas manufacturing base to meet growing demand [3] Group 4: Nuclear Power Industry Solutions - The company has developed innovative technologies for nuclear power cooling and heat recovery, focusing on core scenarios such as nuclear island cooling and energy supply [4] - It has provided services to multiple nuclear power stations in China, enhancing safety and efficiency in energy utilization [4] - The company is recognized for its comprehensive range of cooling solutions applicable in various nuclear power environments [5] Group 5: Industrial Heat Management - The company is a pioneer in industrial heat pump technology, promoting a clean, low-carbon, and efficient energy system in line with national dual carbon strategies [6] - It has launched comprehensive industrial heat control solutions, integrating multi-source and multi-level system technologies [6] - The company’s subsidiary has been recognized as a national-level specialized and innovative "little giant" enterprise, holding numerous patents and awards for its technologies [6]

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [2] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages and market performance, particularly noted during the Beijing Winter Olympics [2] Group 2: Applications in Various Industries - Key customer industries include food freezing and refrigeration, cold chain logistics, pharmaceuticals, industrial cooling systems, commercial air conditioning, and data centers [3][4] - The company supplies helium compressors for superconducting magnets in nuclear fusion devices, filling a domestic gap since 2016 [3][4] Group 3: Data Center Solutions - The company provides cooling equipment for data centers, with products recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [5] - Successful projects include major data centers for national supercomputing and telecommunications companies, with ongoing expansion in overseas markets [5] Group 4: Nuclear Power Industry Contributions - The company has developed innovative technologies for nuclear power cooling and heat recovery, supporting the safe operation of nuclear power plants [6] - It has supplied cooling systems to multiple nuclear power stations across China, enhancing energy efficiency and safety [6] Group 5: Industrial Heat Management - The company promotes a comprehensive industrial heat control solution, integrating advanced technologies to achieve efficient energy recovery and utilization [7][8] - It has been recognized for its innovative technologies in energy conservation and environmental protection [8] Group 6: Marine Economic Development - The company is a leader in the marine refrigeration market, providing solutions for deep-sea fishing and seafood processing industries [9] - It has developed low-carbon energy systems for marine applications, aligning with current industry trends towards sustainability [9] Group 7: Historical Context and Management - The company has a rich history and a robust management model, particularly noted in the context of its subsidiary, Dunham-Bush [10]

ASML 提供制造半导体所必需的光刻机。其客户包括台湾半导体制造公司、三星电子和英特尔。 "展望2026年，我们发现我们的人工智能客户的基本面依然强劲。与此同时，我们持续看到宏观经济和地缘政治发展带来 的不确定性日益增加，"Fouquet在一份财报中表示。"因此，虽然我们仍在为2026年的增长做准备，但目前还无法确认。" ASML 还下调了今年的业绩预期。该公司目前预计销售额将增长 15%，至 325 亿欧元，此前的预期为 300 亿欧元至 350 亿欧元。FactSet 的调查显示，分析师预计销售额为 323.6 亿欧元。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自半导体行业观察综合 。 荷兰芯片设备制造商ASML 表示，由于关税不确定性，该公司无法保证 2026 年的增长，其股价周三暴跌。该公司美国股 票早盘交易时下跌9.9%，至741.83美元。其在阿姆斯特丹上市的股票下跌7.7%。 此次抛售发生在阿斯麦公布第二季度业绩之后。该公司芯片制造机器的订单金额达到55.4亿欧元（约合64.4亿美元），超 过了分析师的预期，但首席执行官克里斯托夫·富凯（Christophe Fouquet） ...

停牌5个交易日后，山科智能（300897）易主谜底揭晓。 7月16日晚，山科智能公告称，公司实际控制人钱炳炯、岑腾云、季永聪、王雪洲、胡绍水等与湖北长江航天科创产业投资有限公司（下称"长江航天"） 签署了《股份转让协议》及《表决权放弃协议》。长江航天将受让上述股东合计持有的2761.91万股股份，占公司总股本的19.7%。 交易完成后，长江航天将成为公司控股股东，武汉市新洲区人民政府国有资产监督管理局将成为实际控制人。经申请，公司股票将于7月17日复牌。 回溯来看，7月9日晚，山科智能公告称，公司实控人正在筹划股权转让及控制权变更的相关事宜，交易对手方为计算机、通信和其他电子设备制造行业的 公司。 据公告，受让方长江航天成立于2025年6月9日，法定代表人为邓玉，注册资本为8亿元，经营范围包含采购代理服务、电力电子元器件制造、以自有资金 从事投资活动等。 企查查信息显示，长江航天大股东为武汉航天新城产业投资有限公司，持股60%，湖北长河智能科技创业发展合伙企业（有限合伙）持股40%。 受让价格方面，本次交易标的股份的转让价格为每股20.70元，本次交易的转让价款总额为5.71亿元。 公开资料显示，山科智能20 ...