9日，第十三届中国（西部）电子信息博览会在四川成都开幕。19家单位及企业进行现场签约，金额达 5600万元，覆盖电子信息、数字经济、商贸、教育、医疗、文化、旅游、影视等多个领域的智能化应 用。 本届博览会以"新动能、新生态、新西部"为主题，吸引了500多家电子信息行业领军企业参展，展示面 积2.5万平方米，覆盖人工智能、集成电路、微波射频、电子元器件、智能终端等领域。 当天还举行了第十三届中国（西部）电子信息博览会供需对接活动，现场发布的供需清单包括电子材料 等产品采购、供应链管理服务等服务购买、新一代信息技术等技术合作及应用拓展等120余项需求。 成都市经信局市新经济委党组成员、副局长蒲斌从成都电子信息产业规模、特色产业、人才培养、资源 要素、营商环境等多个维度向现场嘉宾作成都电子信息产业专题投资推介，介绍了成都集成电路、新型 显示、智能终端、高端软件、人工智能、网络信息安全等产业的基本情况和特色优势。 中国（西部）电子信息博览会组委会秘书长陈雯海在致辞中提到，近年来，我国电子信息产业在政策引 导和市场需求的双重驱动下，实现了跨越式发展。未来，中国（西部）电子信息博览会将继续立足成 都，融入成渝电子信息产业 ...

Core Viewpoint - The article emphasizes the significant role of mother funds in China's capital market, highlighting their function as stabilizers and amplifiers in promoting technological independence and long-term capital allocation amidst a rapidly changing global economic landscape [1]. Group 1: Economic Context and Policy Changes - The year 2025 is projected to be pivotal for the rise of Chinese enterprises and assets, with new institutional innovations and deep changes in capital efficiency expected in the Chinese capital market [1]. - The China Securities Regulatory Commission's "1+6" policy, introduced in June, enhances the inclusivity of the Sci-Tech Innovation Board for hard-tech companies, thereby injecting strong exit momentum into the private equity investment market [1]. - Local government guiding funds are improving investment decision-making efficiency through optimized reinvestment mechanisms and simplified approval processes, significantly enhancing capital allocation efficiency [1]. Group 2: Industry Performance and Trends - China is rapidly expanding its dominance in high-value sectors such as sixth-generation fighter jets, shipbuilding, robotics, new energy vehicles, and artificial intelligence, potentially surpassing the U.S. in these areas [1]. - The private equity investment industry is experiencing a critical reshaping phase, with a reported 19.6% year-on-year decline in national fund filing scale in 2024, reflecting cautious LP funding and insufficient market confidence [16]. - In Fujian, the fund filing scale increased by 32% in 2024, with Xiamen contributing significantly to this growth, showcasing a contrasting trend to the national average [18]. Group 3: Upcoming Events and Forums - The "2025 Mother Fund Annual Forum and the Sixth Lujing Venture Capital Forum" will be held in Xiamen from September 4-6, focusing on leveraging mother funds to activate the multiplier effect of long-term, industrial, and innovative capital [3][4]. - The forum will gather over a thousand LP and GP institutions, providing strategic insights into the development status and future trends of the private equity investment industry [11]. Group 4: Investment Dynamics in Fujian - In 2024, Fujian's investment amount reached 24.886 billion, a slight increase of 6.5% from 2023, while the number of investments decreased by 27.7%, indicating a concentration of capital towards high-quality mid-to-late-stage projects [21]. - The active participation of industrial capital in Fujian is highlighted, with significant contributions from leading companies like Ningde Times and Xiaomi through CVC funds [19]. - The early-stage investment ratio in Fujian has increased, with over 70% of funds in 2024 being allocated to startup funds, reflecting a shift towards supporting innovative projects [21].

记者丨 杨期鑫 实习生张雯钧 编辑丨李振 高效便捷的城际交通网络是推动经济要素高速流转、催化文化融合共生的基础纽带，更是城市间协同发展的关键引 擎。 7月6日，遂川至大余高速公路正式建成通车。这条斥资244.5亿元、全长127公里的战略通道，将赣州至粤港澳大湾 区的车程进一步压缩至4小时，为人员往来与商贸流通按下"快进键"。 截至目前，粤赣两省已建成7条跨省高速通道，平均每50公里一条高速的密度全国领先，而即将开工的潮南高速与寻 全高速西延段，将彻底实现两省界县域高速100%全覆盖。 而依托日益完备的交通体系，粤赣产业协作持续深化。"湾区研发+江西制造"发展模式活力迸发：格力、比亚迪等千 亿级产业项目沿高速走廊西进布局；另一方面，江西企业赵一鸣零食在东莞设立研发中心，并将部分核心部门迁至 广州。双向流动的要素正通过公路网完成聚合裂变，宛若区域协同发展的"共赢走廊"。 而这仅仅是周边省市加速"融湾"的一个缩影——近年来，广西、湖南、江西、贵州等地加快与粤港澳大湾区建立跨 区域协作关系，尤其依托便利完善的交通网络实现了要素流通、产业协同，而广东也在规避生产成本日渐高企、留 住核心供应链产业链的背景下，加快探索出一 ...

Core Points - The Ministry of Industry and Information Technology has issued the "2025 Action Plan for Safeguarding Cybersecurity in New Industrialization" to enhance cybersecurity capabilities in the industrial sector [1][2] - The action plan focuses on upgrading protection capabilities for key enterprises, important systems, and critical products, outlining three main work objectives and eight key tasks [1] Summary by Categories Key Tasks - Establish a list of key enterprises for cybersecurity protection in the industrial sector, implementing cybersecurity standards for no less than 800 industrial enterprises and updating classification records for at least 100 vehicle networking service platforms [1] - Deepen cybersecurity assessments for industrial control systems and explore safety testing and certification for industrial control products [1] - Organize nationwide promotion of cybersecurity policies and standards, ensuring coverage of at least 20% of large-scale industrial enterprises in local areas [1] Work Objectives - The 2025 list of key enterprises will focus on industries such as raw materials, equipment, consumer goods, and electronic information manufacturing, aligning with high-quality development actions in key manufacturing industry chains [1] - Local authorities are required to prioritize new industrial cybersecurity in their planning and integrate it into the digital transformation of manufacturing [2] - Increased support through government procurement services and enterprise rewards and subsidies is emphasized to facilitate the implementation of the action plan [2]

Group 1 - The "2025 Guangdong-Hong Kong-Macao Greater Bay Area Talent Integration Development Report" indicates that the number of job positions in the Greater Bay Area accounted for 12% of the total job positions in the country, showcasing strong employment absorption capacity [2] - Shenzhen and Guangzhou play significant roles as economic engines and talent aggregation hubs, with job positions in Shenzhen and Guangzhou representing 35.2% and 31.8% of the Greater Bay Area, respectively [3] - The report highlights that the current job growth in the Greater Bay Area is concentrated in industries such as "modern services," "new generation information technology," "modern logistics," and "advanced manufacturing" [3] Group 2 - In the first half of 2025, the demand for elderly care and nursing positions in Shenzhen increased by 120.9% year-on-year, driven by the growing need for professional care and rehabilitation services [4] - The artificial intelligence sector in Shenzhen is experiencing significant growth, with job positions for sales engineers, sales consultants, and key account representatives showing high demand, reflecting accelerated commercialization and strong market expansion needs [4][5] - The robotics industry is also witnessing a surge, with job positions for robotics debugging engineers and robotics algorithm roles increasing by 53.0% and 32.0%, respectively, due to the rising demand for industrial robots in key sectors like automotive manufacturing and electronics [5] Group 3 - The talent inflow in the Greater Bay Area aligns well with the recruitment needs of advanced manufacturing and emerging industries, indicating a high degree of talent integration [5] - The internet/e-commerce sector is a prominent source of talent for Shenzhen and Guangzhou, accounting for 8.0% and 7.8% of the talent pool, respectively, which is nearly 3 percentage points higher than the overall Greater Bay Area [5]

早 报 精 选 1、 特朗普宣布对14国加征关税，外交部回应。 2、一些国家想买歼-10，国防部回应。 3、七部门发文加快推进普惠托育服务体系建设。 4、关于硅料收储，通威股份回应：没有更确切消息。 1、 中共中央总书记、国家主席、中央军委主席习近平近日在山西考察时强调，山西 要认真落实党中央关于促进中部地区加快崛起、推动黄河流域生态保护和高质量发展 等战略部署，坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，统筹好发展 和安全，努力在推动资源型经济转型发展上迈出新步伐，奋力谱写三晋大地推进中国 式现代化新篇章。 2、外交部发言人毛宁昨日主持例行记者会。有记者提问，美国总统特朗普7日表示， 将从8月1日起分别对来自日本、韩国等14个国家的进口产品征收25%至40%不等的 关税。外交部发言人毛宁表示，在关税问题上，中方的立场是一贯的，也是非常明确 的，关税战、贸易战没有赢家，搞保护主义损害各方利益。 3、国务院新闻办公室将举行"高质量完成'十四五'规划"系列主题新闻发布会。首场发 布会将于今日上午10时举行，国家发展改革委主任郑栅洁介绍"十四五"时期经济社会 发展成就，并答记者问。 4、昨日的外交部例行记者 ...

Company Overview - Xingtong New Science and Technology Co., Ltd. is a national high-tech enterprise established in 2004, recognized as the first Sci-Tech Innovation Board listed company in Hubei's defense sector and a leading enterprise in dual-use military and civilian applications in Hubei [1] - The company specializes in intelligent system products and comprehensive solutions centered around video and network technologies [1] Stock Performance - Xingtong New Science has experienced a continuous decline for six trading days, with a cumulative drop of -8.79% [1] - The performance of the company this year shows a return of -0.73%, ranking 846 out of 993 in its category [2] Fund Involvement - GF Fund's GF Electronic Information Media Stock A has entered the top ten shareholders of Xingtong New Science, marking a new investment in the first quarter of this year [1] - The fund manager, Feng Cheng, has been managing the fund since August 7, 2020, and has a tenure return of 16.59% [4] Fund Manager Profile - Feng Cheng holds a doctorate and has previously worked as an engineer at the China Academy of Information and Communications Technology and as an analyst at China Merchants Securities [3] - He currently serves as the assistant general manager of the research and development department at GF Fund Management Co., Ltd. [3]

智通财经7月8日电，工业和信息化部电子信息司2025年7月2日在北京组织召开"十五五"电子信息制造业 发展规划编制启动会。会议指出，电子信息制造业是国民经济的战略性、基础性和先导性产业，对稳定 工业经济增长、维护国家安全、筑牢中国式现代化物质技术基础具有关键作用。科学编制十五五"电子 信息制造业发展规划，对于推动产业筑基强链、培育新质生产力、实现高质量发展、加快推进新型工业 化至关重要。会议强调，"十五五"电子信息制造业发展规划编制工作要做好三个必须。一是必须提高政 治站位，深入贯彻落实习近平总书记关于"十五五"规划编制工作的重要指示精神，强化理论指引，坚持 以党的创新理论为指导，加快构建新发展格局，统筹发展和安全。二是必须聚焦核心目标，把握阶段要 求，深刻把握"十五五"时期的阶段性特征和要求，坚持目标导向和问题导向相统一，因地制宜培育和发 展新质生产力。三是必须坚持系统观念，加强前瞻研判与协同衔接，加强与工业和信息化部总体规划及 其他相关司局专项规划的紧密衔接，强化"全国一盘棋"央地联动，确保目标一致、任务协同、举措配 套，合力构筑定位准确、结构合理、有机衔接的部"十五五"规划体系。 "十五五"电子信息制造 ...

Group 1 - The core idea of the article revolves around the transformation of previously idle buildings in Tianjin into attractive spaces for innovative startups, exemplified by the rapid growth of Shuge Technology (Tianjin) Co., Ltd, which expanded from a small team to a company with a 1500 square meter office in just two years [1][2] - Tiankai High Education Science and Technology Park (Tiankai Park) was established in 2023 with three main goals: to be a source of technological innovation, a incubator for research results, and a service ecosystem for scientific innovation [1][6] - The Tiankai Group has successfully activated several idle buildings, attracting nearly 100 companies and revitalizing approximately 60,000 square meters of space since 2025, demonstrating a strong demand for innovation resources [4][6] Group 2 - The rapid growth of Shuge Technology led to the establishment of its spin-off, Shuge Zhiyuan (Tianjin) Technology Co., Ltd, in a new location within the Zhongdian Science and Technology Park, showcasing the effective support provided by Tiankai Park [2][3] - The Tiankai Group's approach includes not just managing spaces but actively supporting the growth of companies through tailored services and strategic planning, enhancing the overall entrepreneurial ecosystem [5][6] - The collaboration between government and enterprises has fostered a vibrant innovation and entrepreneurship environment in Tianjin, with over 3,700 registered companies in Tiankai Park and established connections with numerous educational and research institutions [6][7]

Core Viewpoint - Changsha is focusing on building a modern industrial system by enhancing industrial chain collaboration, transforming traditional industries, and nurturing emerging industries, which is essential for regional economic vitality [1][2]. Group 1: Industrial Development Strategy - The strategy emphasizes the importance of creating a complete industrial chain and fostering collaborative industrial clusters to enhance regional economic resilience [1][3]. - Changsha has established 17 industrial chains, including engineering machinery and advanced energy storage materials, leading to the emergence of six trillion-level manufacturing industry clusters [10][14]. - The "chain-long system" initiated in 2017 aims to connect upstream and downstream supply chains, promoting collaborative development among enterprises [9][17]. Group 2: Case Studies and Examples - The introduction of Guangdong Bangpu Recycling Technology Co., Ltd. in 2007 marked an early investment in the lithium battery new energy sector, showcasing proactive industrial layout [4]. - The advanced energy storage materials industry in Changsha has maintained a stable output value at the billion-level despite a 90% drop in lithium carbonate prices, thanks to a complete industrial chain [11][12]. - The establishment of the "Changsha Sodium-Ion Battery Innovation Alliance" in 2022 demonstrates a strategic move to capture new market opportunities in sodium-ion battery technology [13]. Group 3: Ecosystem and Future Planning - Changsha is building an "industrial forest ecosystem" that integrates various industries, ensuring mutual growth and resource sharing among enterprises [19][20]. - The "4433" modern industrial system includes four pillar industries, four emerging industries, three traditional industries, and three future industries, indicating a comprehensive approach to industrial development [21][23]. - The city is learning from other major cities to explore paths for emerging and future industries, enhancing its competitive edge in advanced manufacturing [22].