板块方面，算力产业链再度爆发，CPO、PCB方向领涨，创新药概念延续强势，零售股异动拉升。 消息面，花旗将中国和韩国股市评级上调至增持，将印度股市评级从增持下调至中性。 资金面，央行公告称，7月17日以固定利率、数量招标方式开展了4505亿元7天期逆回购操作，操作利率 为1.4%，投标量4505亿元，中标量4505亿元。 7月17日，A股震荡走高，创业板指涨逾1%，截至上午收盘，上证指数涨0.09%报3506.94点，深证成指 涨0.87%，创业板指涨1.13%，北证50涨0.76%，科创50涨0.17%，中证A500涨0.47%，A股半日成交 9109.88亿元。 国家知识产权局表示，"十四五"以来，我国绿色低碳技术创新更加活跃，成为带动全球绿色低碳技术发 展的重要力量。2024年，国家电网、南方电网、中国华能、宁德时代进入全球绿色低碳技术发明专利授 权量排名前10名。 3、东山精密 公司有望凭借索尔思光电的技术和行业优势快速切入光通信市场，进一步优化其在电子信息产业的战略 布局，拓展业务发展空间，增强公司在全球电子行业中的整体竞争力。 4、广合科技 公司积极把握市场机会，加大算力产品市场开拓，坚持以技术创 ...

Core Insights - Shandong Province is actively promoting its industrial economy as a key initiative, with a focus on advanced manufacturing and increasing exports in the first half of 2025 [3][4] Group 1: Export Performance - In the first half of 2025, Shandong's industrial product exports reached 1.04 trillion yuan, marking a 6.1% increase and ranking fourth nationally [3] - The export focus is shifting from downstream to upstream in the industrial chain, with exports of industrial intermediate goods reaching 498.02 billion yuan, a 5.9% increase, achieving a historical high for the same period [3][4] Group 2: Transition to Emerging Industries - There is a notable transition from traditional industries to strategic emerging industries, with high-end equipment exports at 45.18 billion yuan (up 36.3%), electronic information exports at 24.88 billion yuan (up 24.5%), and biomedicine and medical instruments exports at 9.58 billion yuan (up 6.8%) [4] Group 3: Brand Development - Shandong is moving from "no brand" to "independent brand" with 26.1% of industrial product exports being from domestic brands, an increase of 1.3 percentage points [4] - The province has implemented quality and brand strategies, promoting regional public brands like "Good Products from Shandong" to enhance competitive advantages [4]

本次基金总规模拟为100亿元，聚焦江西省 "1269" 行动计划，重点投向电子信息、有色金属、新材料、 新能源等战略性新兴产业和本土优质科技型、创新型企业。目前该基金已储备一批优质的拟投项目，将 充分发挥国有大行耐心资本赋能科技创新的示范作用，助力培育和壮大新质生产力。 7月15日，工行江西省分行携手工银金融资产投资有限公司(以下简称"工银投资")与江西省国有资本运 营控股集团有限公司(以下简称"江西国控")在南昌签署战略合作协议，并启动"江西工融国控'1269'科创 领航基金"。 近年来，江西省深入推进科技兴赣"六大行动"，持续优化科技创新平台体系，重点实施"1269"行动计 划，推进科技创新与产业创新深度融合，全省综合科技创新水平指数增幅居全国第二，跑出科技创 新"加速度"。作为支持江西省科技创新的重要金融力量，工行江西省分行紧扣"1269"行动计划，充分发 挥工银集团服务优势，全力打造金融"五专"体系，为"大中小微"各类科技型企业提供"股+贷+债+顾"一 站式金融服务，以金融 "引擎" 驱动科技创新与产业升级。截至2025年6月末，工行江西省分行已累计为 超万户科创企业提供金融服务，科技企业金融服务覆盖 ...

Core Insights - The article highlights the development story of Ying Shan, emphasizing its geographical advantages and industrial growth, which contribute to its high-quality economic development. Group 1: Geographical Advantages - Ying Shan is strategically located in the northeastern part of the Sichuan Basin, serving as an important passage for eastward transportation out of Sichuan, with high-speed rail access to Chengdu in one hour and highways to Chongqing in two hours [1] - The region has experienced continuous economic growth, with its GDP growth rate surpassing the national, provincial, and municipal averages for seven consecutive years, and ranking first in Nanchong City for four years [1] Group 2: Industrial Development - Ying Shan has established itself as the largest electric motorcycle production base in Southwest China, with an annual output of 2 million units of new energy vehicles and motorcycles [2] - The county has 30 national-level high-tech enterprises and has consistently expanded its industrial parks, signing over 30 manufacturing projects annually and increasing the area of industrial parks by over 1 square kilometer each year [2] - The mechanical and automotive parts industry in Ying Shan has a production value exceeding 6 billion yuan, with over 40 local companies providing quality support to major enterprises like Seres, Geely, and Changan [2] Group 3: Quality of Life and Community Development - Ying Shan offers a livable and business-friendly environment, with significant infrastructure improvements such as the completion of the first ring road in 2016 and enhanced healthcare services through partnerships with top hospitals [2] - The region is also gaining recognition in sports, with local athlete Deng Yawen winning a championship at the 2024 Paris Olympics, further enhancing the area's profile [2]

Group 1 - The event "One Month One Chain One Park" focused on electronic information and intelligent manufacturing, gathering nearly 30 high-growth companies along with representatives from universities, research institutions, and financial organizations [1][7] - Six quality projects from the electronic information and intelligent manufacturing sectors presented their financing needs, totaling over 100 million yuan [1][5] - Investment institutions such as Chengdu Kechuang Investment and Bo Yuan Capital engaged with the projects for precise financing matching [1][5] Group 2 - Chengdu Guanghangxin Technology Co., Ltd. highlighted its expertise in SAN FC switch technology, claiming over 15 years of experience and a theoretical capacity for thousands of ports [3] - Chengdu Ximengtaike Technology Development Co., Ltd. discussed its zero-power passive wireless sensor project, projecting the market size for passive wireless temperature sensors to grow from 900 million yuan in 2023 to over 5 billion yuan by 2030 [3][4] - Chengdu Sansiwei Technology Co., Ltd. emphasized its competitive edge in solid-state imaging chips, with its first-generation small imaging detector achieving sales exceeding 80 million yuan [4] Group 3 - The event served as a platform for collaboration, focusing on semiconductor and integrated circuit technologies, and included expert discussions on innovation and investment strategies [7][8] - Chengdu has established itself as a key electronic information industry base, with a comprehensive industry system supported by "chip, screen, terminal, software, intelligence, network, and security" [8] - The city aims to enhance financial support for high-quality industrial development and promote a new manufacturing and new economy investment system [8]

泰豪科技股份有限公司 总裁工作细则 （经 2025 年 7 月 16 日公司第九届董事会第五次会议审议通过） 第一章 总则 第一条 为规范泰豪科技股份有限公司（以下简称"公司" ）总裁会议议事程序，提高总 裁班子的工作效率，根据《中华人民共和国公司法》 （以下简称" 《公司法》"）、 《公司章程》和本细则规定的职责权限和工作 程序，对公司的生产经营活动实施管理，保证公司正常运作。 务负责人一名（可由副总裁兼任） ，由董事会聘任或者解聘，每届任期三年，与 每届董事会任期相同，可连聘连任。 员； 高级管理人员根据上述职责分工时，可以同时担任兼职岗位的职责。 第七条 总裁及其他高级管理人员应当严格遵守法律、法规和《公司章程》的规定，忠 实履行职责，维护公司利益。当其自身的利益与公司和股东的利益相冲突时， 应当以公司和股东的最大利益为准则。 第三章 总裁办公会的召开 《泰豪科技股份有限公司章程》（以下简称"《公司章程》"）及其他有关法规规 定，特制定本工作细则。 第二条 公司管理团队依国家法律、法规、 第六章 公司资金、资产运用和重大合同的签订 第三十五条 根据董事会授权，公司总裁办公会决策以下事项： 第十三条 总裁 ...

1. Report Industry Investment Rating - The rating for stock index futures is "oscillation" [4] 2. Core Viewpoints of the Report - The economic data in June 2025 was mixed. Although the Q2 GDP growth exceeded expectations, the demand declined significantly in June, with negative month - on - month growth in social retail and fixed - asset investment. Constraints on China's economic rebound are accumulating, including declining resident income, deteriorating real estate, and deepening deflation. For the stock market, due to the negative beta truncation effect of the national team's entry into the market, funds continue to drive the stock index up. It is recommended to allocate each stock index evenly to cope with the rapidly rotating market [1][2][8] 3. Summary by Relevant Catalogs 3.1 June Economic Data Analysis - **GDP situation**: The real GDP in Q2 increased by 5.2% year - on - year, exceeding market expectations. The Q2 GDP had a 1.1% quarter - on - quarter growth, better than last year. However, the nominal GDP growth rate in Q2 was only 3.94%, a 0.65% decline from Q1. Low prices are still eroding the real growth rate [8] - **Supply - demand situation**: On the supply side, the industrial added value and service production index in June maintained a growth rate of about 6%. On the demand side, the year - on - year growth rates of social retail and fixed - asset investment in June were 4.8% and - 0.1% respectively, lower than market expectations and showing a decline from the previous month. The month - on - month growth rates were negative, at a poor level compared to historical data. Consumption growth highly depends on subsidies, and the fiscal impulse from the early issuance of national debt is fading [12] - **Real estate situation**: In June, the real estate investment growth rate was - 12.9%. The new construction area and sales area and amount all showed negative growth, and housing prices were accelerating their decline. The total capital source of real estate enterprises was still in a low - level shock. The real estate market has been deteriorating since Q2, and policies are needed to stop the decline [20] - **Resident income situation**: In Q2, the growth rate of per - capita disposable income of residents was 5.08%, a 0.47% decline from Q1. Except for the increase in transfer net income, other income sources such as wage income and business net income declined. The pressure on domestic consumption will increase in the second half of the year [27] - **Industrial capacity utilization situation**: The industrial capacity utilization rate in Q2 was 74%, a 0.1% decline from Q1. The mining and public utility industries were the main drags, while the manufacturing industry increased slightly. Some industries such as electronic information manufacturing and electrical equipment manufacturing saw an increase in capacity utilization, which may be related to export and investment [31] 3.2 Investment Suggestions - Although theoretically a GDP growth rate of about 4.7% in the second half of the year can achieve the full - year target, there are accumulating unfavorable factors for the economic rebound. It is necessary to increase the subsidy for consumer goods replacement and the efforts to stabilize the real estate market. For the stock market, unless there is a major change in US tariffs on China or a rapid decline in China's economic growth in Q3, the market may still ignore the fundamentals and remain in a high - level oscillation. It is recommended to evenly allocate each stock index to cope with the rapidly rotating market [2][35]

在石家庄都市圈的西缘，太行山麓的鹿泉区，正悄然突破传统近郊游的想象边界。这里不仅是省会触手 可及的生态"西花园"，更以颠覆性的"冬有温室夏有雪"奇观，重塑着北太行的旅游体验。鹿泉，以其 对"四季"与"地域"界限的大胆跨越，持续为渴望逃离都市喧嚣的人们"上新"着惊喜目的地。 鹿泉的魅力，远不止于山水与气候的恩赐。它深谙"动静相宜"的智慧：一面是康养禅意与热带秘境的静 谧疗愈，一面是夜攀征途兑换日出壮丽、体育赛事点燃山谷激情脉动。更为独特的是，作为石家庄电子 信息产业的"心脏"，鹿泉正将"双破千"的硬核科技实力与创新动能，转化为赋能文旅的"智慧灵魂"。鹿 泉，正依托"山水静养""活力动感""科技智趣"的三重优势，打造全季全时文旅新标杆。 冬有温室夏有雪，北太行"上新"旅游目的地 夏至之后的石家庄，热浪翻涌，想觅得一份凉爽，得往西边的"山"里去。 过去7年，石家庄小伙儿常青，每个工作日都要"进山"。"山"距离市区不远，西行十余公里的鹿泉区， 山地与丘陵形成天然"降温台"，85%的植被覆盖率，让人走进这座省会城市的"西花园"，更觉舒爽。常 青的工作地——鹿泉区西部长青森林康养城，就在这里。 "鹿泉区整体海拔相对高一点 ...

Summary of Conference Call on Deep Sea Technology and Marine Economy Industry Overview - The focus of the conference call is on the **deep sea technology** and **marine economy** sectors, which are gaining significant attention in the market [1][2]. - The marine economy is projected to contribute **10 trillion yuan** to the national GDP by 2024, accounting for **7.8%** of the total GDP, indicating a substantial growth potential [2]. Key Points and Arguments - The government has recognized deep sea technology as a crucial component of the marine economy, emphasizing its role in driving economic growth [2][5]. - The marine economy's GDP contribution is noted to be **11.5%**, positioning it as a new engine for economic growth [2]. - Recent government reports have highlighted the importance of developing new technologies and products in deep sea technology, aiming for large-scale application and demonstration [2]. - The strategic importance of deep sea technology is underscored by historical remarks from national leaders, advocating for the establishment of deep sea research bases and the modernization of marine industries [3][5]. Development Plans and Trends - Coastal provinces are actively releasing development plans for high-quality marine economic growth, such as Shanghai's and Guangdong's recent initiatives [3]. - The marine economy encompasses various sectors, including deep sea technology, marine tourism, and marine fisheries, with a strong emphasis on marine equipment manufacturing and emerging industries [4]. - The deep sea technology sector is identified as a key pillar of the marine economy, with a focus on deep sea materials, equipment manufacturing, and application [5][6]. Equipment and Technological Needs - The development of deep sea technology requires advanced underwater equipment to address the complex challenges of deep sea exploration [7]. - The shipbuilding industry is experiencing a resurgence, with a **13.8%** increase in ship completion volume and a **58.8%** rise in new orders in 2024 [8]. - There is a growing demand for underwater robots and other specialized equipment for deep sea exploration and resource development [8]. Future Opportunities - The integration of digitalization and artificial intelligence in marine industries is anticipated to drive further advancements in deep sea technology [10]. - The establishment of underwater data centers is highlighted as a critical factor for enhancing data security and compliance for domestic and international enterprises [11][12]. - The marine communication sector is expected to grow alongside the expansion into deeper waters, necessitating improved communication technologies [12]. Conclusion - The deep sea technology and marine economy sectors present significant investment opportunities, driven by government support, technological advancements, and increasing market demand [1][2][5].

Economic Development - Wuhan's GDP has reached 2 trillion yuan in 2023, marking a significant milestone since it first surpassed 1 trillion yuan in 2014, demonstrating strong economic resilience despite challenges like the pandemic [1] - The city has maintained its position among the top ten cities in China in terms of economic output, showcasing its robust industrial foundation and growing advantageous industries [1] Technological Innovation - Wuhan's optical electronics industry has showcased its commitment to innovation with the launch of nine new technology products in various fields, including AI and industrial manufacturing [2] - The city has attracted numerous global enterprises, with 310 Fortune 500 companies investing in Wuhan, reflecting confidence in its technological and talent resources [3] Urban Planning and Infrastructure - The State Council approved Wuhan's land spatial planning, positioning it as a central city in the midwest, emphasizing its role as a hub for economic, technological, and trade activities [3] - Over the past decade, Wuhan has developed a comprehensive metro network of 12 lines spanning 518 kilometers, facilitating daily commutes for over 4 million passengers [20] Smart City Initiatives - Wuhan is advancing towards a "smart city" model, integrating AI technologies in healthcare and community management, enhancing service efficiency and public safety [6][7] - The city has implemented smart traffic systems that improve traffic flow and safety through real-time data integration [6] Community and Social Development - The emergence of a new citizen demographic in Wuhan has transformed them into active participants in urban development, contributing to the city's vibrancy and cultural diversity [11] - The city has seen an increase in community-driven initiatives, such as smart community management and AI-assisted elder care, enhancing the quality of life for residents [7] Environmental Sustainability - Wuhan has focused on integrating natural beauty into urban development, creating ecological parks and green spaces that promote harmony between urban life and nature [17][18] - The East Lake Greenway has expanded to 105 kilometers, enhancing recreational opportunities and improving local water quality [18] Cultural and Recreational Growth - The city has developed new cultural and recreational spaces, such as outdoor movie venues and community cafes, enriching the urban lifestyle and fostering social interactions [13][14] - The revitalization of historical sites and the introduction of innovative leisure activities have contributed to a vibrant urban atmosphere [14]