格隆汇7月31日丨工业富联发布异动公告，公司股票于2025年7月29日、2025年7月30日、2025年7月31日 连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经公司自查，公司目前生 产经营活动正常，主要客户及主要产品均未发生重大变化，不存在应披露而未披露的重大信息。经公司 自查，并向公司控股股东书面征询核实：截至本公告披露日，公司、控股股东均不存在涉及公司应披露 而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回 购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ...

格隆汇7月31日丨利安科技(300784.SZ)在互动平台表示，公司主要产品广泛应用于消费电子、玩具日用 品、汽车配件和医疗器械等领域，公司目前客户主要为国内外知名企业及上市公司，例如罗技集团、海 康集团、Spin Master、普瑞均胜等。 ...

格隆汇7月31日丨超声电子(000823.SZ)在互动平台表示，公司印制板产品广泛应用于通讯、汽车电子、 雷达、工业自动化、医疗器械及其他高新科技产品领域。公司持续关注新技术、新产品应用，重视科技 创新与产品升级，提升公司市场竞争力。 ...

根据披露的机构调研信息2025年7月16日至2025年7月17日，淳厚基金对上市公司鹏鼎控股进行了调研。 淳厚时代优选混合A（基金代码：014235）是淳厚基金旗下的一只混合型基金，成立于2022年1月27 日。现任基金经理陈印自2025年7月12日起任职，总管理规模达0.16亿元。该基金通过挖掘、筛选并投 资符合时代背景的具备可持续竞争优势的公司，实现基金资产的长期稳定增值。截至2025年7月30日， 淳厚时代优选混合A近一年回报达21.87%，跑赢基金比较基准增长率（21.68%）。从风控能力来看，截 至2025年7月30日，近三年基金最大回撤为39.43%。从持有人结构来看，根据2024年年度报告数据，该 基金的机构持有人比例达13.28%。 附调研内容：公司在 AI 服务器领域扩产地区规划？公司高度重视 AI 服务器领域的发展前景，目前在 大陆淮安园区和泰国园区具备相关产能。公司积极关注全球 AI服务器市场的发展动态，并将根据市场 需求和公司战略及时调整投资扩产计划。目前公司 AI 服务器产线客户认证情况？公司持续与服务器终 端客户展开积极合作，目前主流客户也在加快推进相关工作。同时，泰国园区第一期项 ...

为助力外贸优品企业开拓国内市场，激发消费活力，5月21日，潍坊市总工会联合潍坊市商务局、安丘市 人民政府开展潍坊市工会系统助力职工餐厅食材外贸优品内销对接活动，助力我市外贸企业稳订单、拓渠 道，激发消费新活力。 30家市直医院、高校、大企业工会主席和食堂采购负责人，部分餐饮企业采购负责人，"惠工优选"、工友 创业联盟等60余人现场参观农谷展厅、奥源净菜加工车间、鲁丰集团产品展厅、正大鸡蛋产品展厅并与68 家外贸企业开展产销对接活动。其中山东酱道食品有限公司、中粮面业（潍坊）有限公司等20家企业与潍 坊学院、歌尔、潍柴、惠工优选等28家采购商达成意向供货。 ...

7月31日，沪深两市成交额合计1.94万亿元，较上一交易日放量约917.56亿元。其中，沪市成交额 8458.93亿元，深市成交额1.09万亿元。新易盛成交额居首，为146.05亿元。其后是中际旭创、宁德时 代、胜宏科技、北方稀土，成交额分别为142.75亿元、120.89亿元、109.11亿元、105.3亿元。 ...

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index falling below the 3600-point mark. However, the ChiNext Index showed relatively strong performance, remaining in positive territory for most of the session [4]. - The Hong Kong stock market also displayed a lackluster performance, with the Hang Seng Index dipping below the 25000-point threshold [10][12]. Key Stocks - Industrial Fulian saw a significant increase, hitting the daily limit and reaching a historical high with a market capitalization of approximately 700 billion yuan [7]. - The newly listed stock Dingjia Precision surged nearly 500% during its debut, focusing on the design, research, development, production, and sales of functional and protective products for consumer electronics [9]. Sector Performance - In the A-share market, several sectors such as steel, non-ferrous metals, coal, and real estate experienced declines exceeding 2%, negatively impacting major indices [4]. - Conversely, the TMT (Technology, Media, and Telecommunications) sector showed strength, with communication, computer, and electronics sectors performing relatively well [5]. Notable Events - Dingjia Precision's IPO highlights the growing demand for customized solutions in the consumer electronics sector, with established partnerships with major clients like Compal, Delta Electronics, and others [9]. - In the Hong Kong market, the stock of Zhong'an Smart Life surged over 30% following the announcement of a strategic cooperation agreement with Shenzhen Mai Guang Huo Supply Chain Co., enhancing supply chain management and brand operations [13][14].

今天（7月31日）上午，A股市场整体走低，上证指数盘中跌破3600点整数关口。工业富联大涨，盘中 一度触及涨停，股价再度创出历史新高，市值达到7000亿元左右。 港股市场今天上午整体表现比较低迷。恒生指数盘中跌破25000点整数关口。 A股市场整体走低 7000亿元市值龙头再创新高 今天上午，A股市场整体走低，上证指数盘中跌破3600点整数关口，创业板指数表现相对较强，盘中多 数时间上涨。 行业板块和赛道方面，若按照申万一级行业划分，钢铁、有色金属、煤炭、房地产等多个板块盘中跌幅 超过2%，拖累主要指数表现。石油石化、食品饮料、交通运输等多个板块盘中跌幅也居于市场前列。 TMT赛道走强，通信、计算机、电子等板块表现相对较好。 个股方面，A股市场下跌个股数量超过上涨个股数量。 典型大市值个股方面，工业富联大涨，盘中一度触及涨停，股价再度创出历史新高，市值达到7000亿元 左右。 港股市场今天上午整体表现比较低迷。 恒生指数盘中跌破25000点整数关口。恒生指数成份股中，龙湖集团、药明康德（603259）、紫金矿业 （601899）、信义光能等多股盘中领跌。快手-W逆势上行，盘中涨幅超过6%。 港股市场大幅波动的 ...

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index falling below the 3600-point mark [2][3] - The Hong Kong stock market also showed weakness, with the Hang Seng Index dropping below the 25000-point threshold [7][8] Sector Performance - In the A-share market, sectors such as steel, non-ferrous metals, coal, and real estate saw declines exceeding 2%, negatively impacting major indices [3] - Conversely, the TMT (Technology, Media, and Telecommunications) sector showed strength, with communication, computer, and electronics sectors performing relatively well [4] Individual Stock Highlights - Industrial Fulian saw a significant increase, hitting the daily limit and reaching a historical high with a market capitalization of approximately 700 billion yuan [5] - The newly listed stock Dingjia Precision experienced a surge of nearly 500% during trading, focusing on functional and protective products for consumer electronics [6] Strategic Developments - Zhong An Smart Life announced a strategic cooperation agreement with Shenzhen Mai Guang Huo Supply Chain Co., aiming to enhance supply chain management and brand operations [8][9]

Core Viewpoint - Chinese enterprises are undergoing a profound transformation in their globalization strategy, shifting from product and manufacturing output to brand building and full industry chain collaboration, particularly in the European market [1] Group 1: Investment and Expansion - Tuobang Co., Ltd. strategically invested in a manufacturing base in Timișoara, Romania, covering over 12,000 square meters, which commenced production in 2023 [2] - The base is designed to comply with EU regulations and has achieved various international quality and management certifications, including ISO9001, ISO14001, and ISO45001 [2] - By July 2025, the base is expected to have 13 production lines, with plans to expand to 32 lines, achieving an estimated annual production capacity of 12 million units [2] Group 2: Supply Chain Resilience - The Romanian base enhances supply chain resilience by leveraging the "Made in Europe" label, which increases product recognition and provides stable supply, cost optimization, compliance quality, and timely response [4] - The location in Central and Eastern Europe allows for rapid local procurement of raw materials and standard components, reducing delivery times to 1-2 weeks compared to traditional global procurement methods [4][7] - Finished products can be shipped to major European markets within 1-3 days, significantly faster than shipping from China, which can take from one week to 80 days [4] Group 3: Flexibility and Customization - The Romanian facility is equipped with advanced automation equipment to support diverse and customized manufacturing needs, enabling agile responses to European customer orders [5] - The base's geographical proximity allows for dynamic adjustments to production and delivery plans, aligning with Just-in-Time (JIT) production models, thereby reducing customer inventory costs [5][8] Group 4: Cost Advantages and Compliance - The "Made in Europe" label, combined with the cluster effect of the upstream and downstream supply chain, offers significant cost advantages, with EU internal logistics costs being 20%-40% lower than imports from Asia [7] - The Romanian base adheres to EU environmental and labor regulations, facilitating easier market access and compliance for customers, particularly in the electronics manufacturing sector [7] - The facility's compliance with strict EU regulations like RoHS and REACH reduces customers' compliance costs and enhances their competitive edge in international markets [7] Group 5: Customer Proximity and Service - The Romanian base's geographical and cultural proximity to customers enhances local service efficiency, allowing for real-time communication and rapid problem resolution [8] - Customers can supervise production on-site and receive initial solutions within 24 hours, with technical support arranged within 2-3 working days [8] - Local handling of defective products and repairs improves response efficiency and minimizes delays caused by traditional cross-border logistics [8] Group 6: Future Outlook - As production capacity and system capabilities continue to improve, the Romanian base is positioned to become a core hub for the European market, linking local resources with Tuobang's global manufacturing network [10] - The base aims to empower customers with resilient supply chains, agile market responses, and optimized operational costs, fostering long-term value and sustainable growth in the European high-end manufacturing sector [10]