Core Points - The Foshan Comprehensive Bonded Zone has officially commenced operations, marking a significant step in the establishment of a national-level open platform for foreign trade [1] - The zone is located in Shunde District, covering an area of 1.13 square kilometers, and aims to develop five major functional areas including advanced manufacturing, logistics, sales services, R&D, and global testing [1] - The total storage area of the Foshan Comprehensive Bonded Zone is approximately 60,000 square meters, with the first phase of 13,000 square meters already operational for core logistics and cross-border e-commerce activities [1] - The remaining facilities are expected to be completed by 2026, supporting various industries such as smart equipment R&D, cross-border e-commerce headquarters, cold chain logistics, biomedicine, and high-end consumer goods [1] - The zone will leverage bonded policies to focus on key industries including smart home appliances, high-end equipment, automotive and new energy, advanced materials, cross-border e-commerce, electronic information, and food processing [1] Industry Developments - Currently, there are 13 enterprises interested in entering the Foshan Comprehensive Bonded Zone, with 5 projects confirmed post-closure inspection, covering areas such as smart park operations, intelligent manufacturing, cross-border e-commerce, bonded logistics, and warehousing [2]

Core Insights - The 25th Investment Fair will be held from September 8-11, 2025, at the Xiamen International Convention and Exhibition Center, featuring a dedicated area for emerging industries to showcase cutting-edge projects and facilitate dialogue between global investors and innovative enterprises [1] Group 1 - The B5 hall will cover 5,600 square meters, focusing on six key areas: hydrogen energy innovation, low-altitude economy, intelligent manufacturing, Internet of Things application innovation, robotics, and new consumption in the beauty industry [2] - More than 10 professional matching activities will be organized, including overseas group enterprise roadshows to promote high-quality projects [3] - Over 50 associations and enterprises from countries such as Germany, the UK, and Austria will participate, covering fields like intelligent manufacturing, biomedicine, and green technology, providing rich overseas industrial resources [4] - A dedicated negotiation area will be set up adjacent to the "Park Matching Area" to interact with national-level economic development zones, enhancing the synergistic effects of the exhibition [5]

格隆汇8月27日丨维宏股份(300508.SZ)公布，根据公司战略规划的需要，为进一步拓展公司业务领域， 更好地借助专业机构的专业力量及资源优势，整合各方资源，提高公司的综合竞争力。上海维宏电子科 技股份有限公司拟作为有限合伙人出资不超过人民币1亿元与专业投资机构上海宏溥私募基金管理有限 公司(简称"上海宏溥")共同出资设立嘉兴宏溥智造并购私募基金合伙企业(有限合伙)(简称"嘉兴宏溥"， 最终名称以工商核准登记名称为准)。基金专注于智能制造产业链(包括工业软件、高精核心零部件、智 能设备、智能感知技术等)的技术驱动型企业的参股及并购机会。 ...

每日金句 融资时一定要现金为王，估值不是最重要的。融资少的时候才能多思考商业的 本质，因为这个时候你更专注。情怀是件奢侈品，不要太有情怀，除非你已经 非常有钱。 卢伟冰丨小米集团副总裁、原金立集团总裁 黑马营 17 期 6 课，2019.5 这里认真推荐你： 报名 「吴世春·泸州出行活动」 9月21号-23号 ， 吴世春将亲自带队 100家企业家 ， 去四川泸州线下游学 ， 探 访 下沉创 新 ， 寻找增长新引擎。 你 在 创业路上遇到的问题和想法 ， 都可以找吴老师聊聊 。 下半年 ， 吴老师预计要投出去的金额，应该不小于 15个亿。 希望所有支持吴老师的人 ， 一如既往的相信他、支持他，大家 一起 加油！ 活动详情如下 ↓↓↓ 如果你是 优质的项目，吴老师也会果断投 你 。 J-H 滑 NA 吴世春导师亲自带队 | 2025.09.21-23 走近空天科技产业 升级国民消费科技 探索产业生态协同 打开万亿赛道蓝海 机器人、智能制造、低空经济、卫星通讯、 科技+演费、Al+产生的创业者看过来! 你将收获 1场 产业重做的深度链接之旅 与独角虎企业、梅花投资人深度交流,占据产业链关键 卡位,共建协同生态 3天 ...

维宏股份公告，公司拟作为有限合伙人出资不超过人民币1亿元与上海宏溥私募基金管理有限公司共同 设立嘉兴宏溥智造并购私募基金合伙企业。该基金专注于智能制造产业链的技术驱动型企业投资。本次 投资旨在拓展业务领域，整合资源，提高公司竞争力，不构成重大资产重组，无需有关部门批准。基金 存续期限8年，可延长。投资方向为智能制造产业链相关技术驱动型企业。公司将在投资过程中监控运 作情况，防范风险，维护投资资金安全。 ...

Group 1 - The event "Cross-Strait SMEs Development Conference and Taiwan Investment Promotion Conference" was held in Quanzhou, focusing on deepening cross-strait integration and promoting common development [1][3] - A total of 18 Taiwan-funded projects were signed, with a total investment of approximately 5.5 billion yuan, covering various sectors such as intelligent manufacturing, new materials, food health, and modern services [1][3] - The establishment of a digital service platform for Taiwanese businesses was announced, allowing for streamlined processes in setting up businesses and obtaining necessary permits [3] Group 2 - Agricultural Bank of China and Shanghai Pudong Development Bank provided a combined pre-approval credit of 15 billion yuan to Taiwan-funded enterprises in the Quanzhou Taiwan Investment Zone [3] - Quanzhou is a significant ancestral home for Taiwanese Han compatriots, benefiting from geographical, cultural, and business connections that attract many Taiwanese to work and live there [3] - Over 200 Taiwan-funded enterprises have been established in the Quanzhou Taiwan Investment Zone, creating a collaborative development pattern with local companies in sectors like biomedicine and machinery manufacturing [3]

齐鲁晚报·齐鲁壹点 张文珂 尘埃落定。 8月26日晚间，东杰智能（300486）科技集团股份有限公司（下称：东杰智能）发布公告称，公司实际控制人由淄博市财政局变更为自然人韩永光。 | 证券简称:东杰智能 公告编号:2025-098 | | --- | | 证券代码:300486 | 本次权益变动系东杰智能控股股东淄博匠图恒松控股有限公司（下称：淄博匠图）的控股股东淄博展恒鸿松股权投资基金合伙企业（有限合伙）（下称： 淄博展恒）的有限合伙人淄博市财金控股集团有限公司将其持有的淄博展恒99%的基金份额转让给海南鹤平投资有限公司（下称：海南鹤平）。 公告显示，8月25日，淄博市财金控股集团有限公司与海南鹤平投资有限公司签署《基金份额转让协议》，将其持有的淄博展恒 99%的基金份额转让给海 南鹤平，交易价格为16.2亿元。 财报显示，2025年上半年，东杰智能实现营业收入5.39亿元，同比增长24.90%；实现归母净利润594.54万元，同比增长113.96%。 而随着本次实控人变更，东杰智能股票、债券自2025年8月27日开市起复牌，可转债"东杰转债"恢复转股。 本次交易完成后，淄博匠图持有的公司股份数量不变，公司 ...

国家出台顶层设计 破解AI应用"最后一公里"障碍 中新网北京8月27日电(记者 宋宇晟) 人工智能是新一轮科技革命和产业变革的重要驱动力量。 8月26日，《国务院关于深入实施"人工智能+"行动的意见》发布，为"人工智能+"明确清晰的路线图， 这为新质生产力注入强劲动能，将深刻重塑我国经济发展格局。 《意见》要求，深入实施"人工智能+"行动，涌现一批新基础设施、新技术体系、新产业生态、新就业 岗位等，加快培育发展新质生产力，使全体人民共享人工智能发展成果，更好服务中国式现代化建设。 "当前，人工智能技术加速迭代演进，正从试验探索迈向价值创造阶段，引发经济社会各领域各行业深 刻变革。" 国家发展改革委有关负责人就《意见》接受采访时指出，与此同时，仍存在对人工智能作用认识不一 致、供需对接不畅、应用落地存在"最后一公里"障碍等突出问题，亟需加强战略引导和统筹指导，推动 全社会深刻认识人工智能对生产力的革命性影响，全面推进人工智能科技创新、产业发展和赋能应用， 为加快培育发展新质生产力、推动高质量发展提供新动能。 《意见》在推动人工智能技术落地应用方面着墨颇多。 例如，推动人工智能驱动的技术研发、工程实现、产品落地一 ...

Investment Rating - The report maintains a "Buy-A" rating for the company [1] Core Views - The company has shown impressive growth in its optical module segment, which is expected to further improve profitability [1] - The company achieved a revenue of 76.29 billion yuan in H1 2025, representing a year-on-year increase of 44.66%, with a net profit of 9.11 billion yuan, also up 44.87% year-on-year [4][5] - The company is a leading supplier of optical modules for data center construction in China and a leader in PTC and sensor markets for electric vehicles [8] Financial Performance - In Q2 2025, the company reported a revenue of 42.74 billion yuan, a year-on-year increase of 39.19% and a quarter-on-quarter increase of 27.36% [4] - The company's gross margin and net margin for H1 2025 were 20.24% and 11.88%, respectively, showing a decrease compared to the same period last year [7][8] - The company’s operating expenses have been effectively controlled, with the overall expense ratio decreasing to 9.94% from 13.16% year-on-year [8] Business Segments - The company’s smart manufacturing, connectivity, and sensing businesses achieved revenues of 16.76 billion, 37.44 billion, and 21.54 billion yuan in H1 2025, with year-on-year growth rates of -2.95%, +124%, and +17%, respectively [5] - The connectivity segment has seen significant growth, with the launch of a 3.2T CPO solution and mass production of 800G ZR/ZR+ Pro coherent optical modules [6] - The sensing business has made breakthroughs in pressure sensors, with sales exceeding the total for the previous year, and is focusing on domestic substitution [6] Profit Forecast and Valuation - The company is expected to achieve net profits of 18.7 billion, 24.1 billion, and 29.6 billion yuan for the years 2025 to 2027, with year-on-year growth rates of 52.8%, 29.2%, and 22.8%, respectively [8] - The estimated earnings per share (EPS) for 2025, 2026, and 2027 are projected to be 1.86 yuan, 2.40 yuan, and 2.94 yuan [8]

记者 李宇航 文 徐宗福 图 2023年9月，上海交通大学郑州研究院在郑州签约揭牌。从东方巨港到中原腹地，这是一场跨越千 里的校地合作，"上海智脑"赋能河南产业，为中原经济高质量发展注入新的活力与动力。 上海交通大学郑州研究院由河南省政府、上海交通大学、郑州市政府共建，是上海交通大学在河南 省唯一的教育、科研、产学研合作总体管理单位。两年来，研究院由蓝图一步步变为现实，创新"星 系"渐渐形成，成为中原地区科技创新及产业转型发展的重要载体。 搭建高能平台 汇聚创新资源 何以选择郑州？ 上海交通大学郑州研究院执行院长李剑说，上海交通大学与河南的合作由来已久，多年来，校地合 作开展了众多科技项目，推动一大批科技成果在河南转化落地。2020年11月，沪豫合作交流会在上海举 行，河南省政府与上海交通大学签署战略合作协议。"在此框架下，成立上海交通大学郑州研究院成为 落实合作协议、深化沪豫合作、将交大科创资源引入中原大地的关键举措，研究院的成立也让双方科研 合作进入新篇章。" 李剑介绍，上海交通大学郑州研究院依托上海交通大学在科研、人才、技术等方面的综合优势，结 合河南省、郑州市产业基础及发展方向，聚焦国家重大战略需求和 ...