Group 1 - Goldman Sachs forecasts a recovery in revenue growth for 2025 among nine covered software companies, driven by improved customer order momentum, although certain sectors like construction may still face short-term IT spending pressures [1] - Profit for 2025 is expected to remain weak, but improvements in operational efficiency and workforce optimization may lead to profit growth in the second half of 2025 [1] - Recommended stocks include Kingsoft Office (688111.SH), Kingdee International (00268), and Yonyou Network (600588.SH) [1] Group 2 - Key issues to monitor in the upcoming earnings season include advancements in AI product upgrades and monetization, customer IT spending outlook for the second half of 2025, workforce planning, and new business opportunities in vertical markets and outside of China [1] - Preference is given to companies that have made early strides in AI monetization, possess a high proportion of recurring revenue, and maintain healthy cash flow [1]

来源：国金证券第5小时 新股上市：N鼎佳 920005.BJ * 1、中共中央政治局召开会议，决定今年10月召开二十届四中全会，研究关于制定国民经济和社会发展第十五个五年规划的建议。会议强调，做好下半年 经济工作，要保持政策连续性稳定性，增强灵活性预见性。要落实落细更加积极的财政政策和适度宽松的货币政策。用好各项结构性货币政策工具，加力 支持科技创新、提振消费、小微企业、稳定外贸等。在保障改善民生中扩大消费需求。依法依规治理企业无序竞争。推进重点行业产能治理。积极稳妥化 解地方政府债务风险，严禁新增隐性债务，有力有序有效推进地方融资平台出清。增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势头。 2、国新办召开新闻发布会介绍，今年初步安排育儿补贴资金预算900亿元左右，8月31日前各地全面开放育儿补贴的申领，支付宝、微信等第三平台将开 通申领入口。地方此前补贴标准高于国家基础标准的，按规定做好评估和备案工作后，可以继续执行。 3、今日凌晨，美联储连续第五次按兵不动，将联邦基金利率目标区间维持在4.25%至4.5%之间不变，符合预期。美联储主席鲍威尔表示现在就断言美联 储是否会像金融市场预期的那样在9月下 ...

Group 1 - The A500ETF by Jiashi has a turnover rate of 5.07% and a transaction volume of 699 million yuan, with an average daily transaction of 3.113 billion yuan over the past month [2] - As of July 30, 2025, the A500ETF has achieved a net value increase of 11.01% over the past six months, with the highest monthly return since inception being 3.55% and an average monthly return of 2.05% [2] - The top ten weighted stocks in the CSI A500 index account for 20.67% of the index, with notable companies including Kweichow Moutai, CATL, and Ping An Insurance [2] Group 2 - The International Monetary Fund (IMF) has raised its forecast for China's economic growth by 0.8 percentage points for this year, citing stronger-than-expected economic activity in the first half of the year and significant reductions in US-China tariffs [2] - China's chief economist at China Galaxy Securities emphasizes that stabilizing the stock market is crucial for boosting confidence and stabilizing expectations, with a focus on structural efficiency and market-driven reforms [3] Group 3 - The top ten stocks in the CSI A500 index have shown varying performance, with Kweichow Moutai down by 1.55% and CATL down by 2.23%, reflecting the current market conditions [5] - Investors without stock accounts can access the A500ETF Jiashi through the A500ETF Jiashi linked fund (022454) for exposure to the top 500 A-share companies [5]

欧洲其他两大主要股指方面，法国巴黎股市CAC40指数报收于7861.96点，较前一交易日上涨4.60点， 涨幅为0.06%；德国法兰克福股市DAX指数报收于24262.22点，较前一交易日上涨44.85点，涨幅为 0.19%。 （文章来源：新华社） 新华财经伦敦7月30日电（记者赵家淞）英国伦敦股市《金融时报》100种股票平均价格指数30日报收于 9136.94点，较前一交易日上涨0.62点，涨幅为0.01%。欧洲三大股指当天全线上涨。 个股方面，当天伦敦股市成分股中医药类个股领涨，位于涨幅前五位的个股分别为：葛兰素史克公司股 价上涨4.69%，潘兴广场控股公司股价上涨3.20%，阿斯利康制药公司股价上涨3.05%，斯皮拉克斯集团 股价上涨2.18%，洲际酒店集团股价上涨1.98%。 当天伦敦股市成分股中地产类个股领跌，位于跌幅前五位的个股分别为：房地产商泰勒温佩公司股价下 跌6.25%，医疗技术公司康维德公司股价下跌5.48%，汇丰银行股价下跌4.54%，软件公司赛奇股价下跌 4.53%，约翰-戴维运动时装公司股价下跌3.55%。 ...

Core Viewpoint - The first design-oriented industrial software company listed on the A-share market, Zhongwang Software, is being sued by global software giant Autodesk for copyright infringement and other claims [2][3]. Group 1: Legal Proceedings - Autodesk has filed a lawsuit against Zhongwang Software and related parties in the U.S. District Court for the Northern District of California, alleging copyright infringement, misappropriation of trade secrets, and breach of existing agreements [2][3]. - Autodesk is seeking preliminary and permanent injunctions to prevent Zhongwang Software and related parties from continuing the alleged infringing activities, as well as compensation for damages incurred due to the alleged infringement and breach [3][5]. - The lawsuit involves multiple defendants, including Zhongwang Software, ZWCAD Design Co., Ltd. (which has been dissolved), HK ZWCAD Software Ltd., and ZWSOFT America Inc. [3]. Group 2: Company Response - Zhongwang Software has stated that it does not acknowledge Autodesk's claims and will actively respond to the lawsuit [2][4]. - The company emphasizes its commitment to research and innovation, asserting that all its developed software possesses independent intellectual property rights [4]. - Zhongwang Software has a history of legal disputes with Autodesk, including a previous lawsuit in 2014 regarding the alleged misuse of AutoCAD source code, which was settled in 2015 [5].

容大感光控股股东及一致行动人拟减持合计不超2.00%股份；概伦电子表示金秋投资等股东拟合计减持不超3%股份；江南奕帆股 东陈渊技及其一致行动人拟合计减持不超1.8168%股份；光威复材控股股东拟减持不超过1.21%股份；嘉环科技股东环智、元奕 和、昌晟兴拟合计减持不超3%股份；西藏旅游未与雅鲁藏布江下游水电工程相关单位开展业务合作；中船应急（维权）股票交易 将被实施其他风险警示 7月31日起停牌1天 | | | 7月31日A股投资避雷针 | | --- | --- | --- | | 类别 | 公司 | 主要内容 | | | 容大感光 | 控股股东及一致行动人拟减持合计不超2.00%股份 | | | 概伦电子 | 金秋投资等股东拟合计减持不超3%股份 | | | 江南突帆 | 陈渊技及其一致行动人拟合计减持不超1.8168%股份 | | | 江南突帆 | 股东宋益群拟减持合计不超2.88%股份 | | | 盛弘股份 | 盛剑明拟减持不超过0. 9969%股份 | | 股东减持 | 德生科技 | 號晓彬拟减持不超过3%股份 | | | 吉大正元 | 中软联盟拟减持不超过0.998%股份 | | | 光威复材 | ...

Core Viewpoint - The merger between Paramount and Skydance Media, valued at $8 billion, has been approved by the FCC, marking a significant shift in the entertainment landscape with Larry Ellison and his son David Ellison poised to become a powerful duo in Hollywood [2][3]. Group 1: Merger Details - The merger is set to be completed on August 7, following 383 days since its announcement [2]. - David Ellison will serve as Chairman and CEO of Paramount, holding 50% of the voting rights, overseeing an entertainment empire with over 1,200 films and distribution rights for 2,400 films [2]. - Paramount's key assets include popular channels such as MTV, Nickelodeon, Showtime, and CBS News [2]. Group 2: Regulatory Adjustments - The merger was approved after Paramount agreed to pay $16 million to resolve a lawsuit related to a 2024 interview with Kamala Harris [3]. - David Ellison's Skydance Media must commit to presenting diverse viewpoints in its programming to gain approval [3]. Group 3: Control and Ownership Structure - Initially, Larry Ellison held all voting rights and shares in Pinnacle Media Ventures, the acquiring entity for Paramount [4]. - A later adjustment granted David Ellison 100% voting rights in Pinnacle, while ownership remains with his father [4]. - As of mid-July, David's voting share in Paramount was reduced to 50%, with Larry holding 27.5%, ensuring David requires his father's support for key decisions [5]. Group 4: Financial Implications - The adjustments in voting rights are believed to be financially motivated rather than power-driven, potentially allowing tax benefits from the merger [6]. - Larry Ellison's wealth and connections, including his relationship with Donald Trump, may have influenced the merger's approval process [7]. Group 5: Historical Context - Larry Ellison founded Sayonara in 2008 for media production investments, and both David and his sister Megan have established their own film companies [9]. - David's Skydance has produced or co-invested in 35 films, with 24 in collaboration with Paramount, generating nearly $1 billion in revenue in 2023 [9].

（文章来源：每日经济新闻） 万兴科技（300624.SZ）7月30日在投资者互动平台表示，公司主业为数字创意软件产品的销售与服务， 不涉及互联网金融业务。 每经AI快讯，有投资者在投资者互动平台提问：董秘您好；请问贵公司产品有哪些可以应用于互联网 金融、数字货币及跨境支付等领域？ ...

由第一财经研究院撰写的《新质之力：上海专精特新"小巨人"》入选"上海智库报告文库"，并于日 前正式出版。 "上海智库报告文库"是上海市标志性智库成果，是上海市推进哲学社会科学创新体系建设的"五大文 库"之一，也是全市社科理论力量共同打造的新型智库旗舰品牌。目前"上海智库报告文库"已推出50 部精品力作，紧扣上海在服务国家重大战略中先行先试的经验，致力于提炼中国式现代化的上海样 本。中共上海市委常委、宣传部部长赵嘉鸣在序言中写到，"希望上海新型智库高举党的文化旗帜， 始终胸怀'国之大者''城之要者'，综合运用专业学科优势，深入开展调查研究，科学回答中国之问、 世界之问、人民之问、时代之问，以更为丰沛的理论滋养、更为深邃的专业洞察、更为澎湃的精神动 力，为上海加快建成具有世界影响力的社会主义现代化国际大都市，贡献更多智慧和力量"。 《新质之力——上海专精特新"小巨人"》一书的创作团队历时两年时间，聚焦上海市专精特新"小巨 人"企业，探索新质生产力发展的上海力量，展现"小巨人"创业者们的精彩故事。本书在前期调研过 程中与上海市中小企业发展服务中心紧密合作共同完成，成书过程得到上海市哲学社会科学规划办公 室的大力支持 ...

Core Viewpoint - Autodesk has filed a lawsuit against the company for copyright infringement, misappropriation of trade secrets, and breach of existing agreements, seeking various legal remedies [1][2] Group 1: Lawsuit Details - The lawsuit was filed in the U.S. District Court for the Northern District of California [1] - Autodesk's claims include requests for both preliminary and permanent injunctions to prevent further infringement and misappropriation [1] - Autodesk seeks damages for actual losses, lost profits, exemplary damages, and litigation costs [1] Group 2: Company's Response - The company does not acknowledge Autodesk's claims and intends to take strong measures to defend its interests [2] - The company emphasizes its commitment to research and innovation, asserting that its software has independent intellectual property rights [2] - The company has over 20 years of experience in industrial design software and has developed a core technology and product matrix focused on various CAD and simulation tools [2] Group 3: Legal and Financial Implications - The specific amount involved in the lawsuit has not been disclosed, and the case has not yet gone to trial [2] - The final impact on the company's financial performance remains uncertain and will depend on the court's ruling [2]