Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, investments, acquisitions, earnings, and share unlocks [1] - It emphasizes the need for investors to identify potential investment hotspots and mitigate risks associated with unexpected events, providing ample time for analysis and decision-making [1] Group 2 - The first company mentioned has qualifications in water conservancy and hydropower, with experience in constructing hydropower stations in Tibet [1] - The second company operates in water conservancy, underground pipelines, low-altitude economy, and digital economy, having established a branch in Tibet with a focus on water conservancy projects [1] - The third company is involved with Huawei, PCB, robotics, and financial digitalization, having received certification for its large model from Huawei's Ascend technology [1]

Core Insights - The expansion of China's visa-free and transit visa-free countries to 47 and 55 respectively is driving an increase in inbound tourism and shopping trends in China [2][5][11] - The "China Tour" is gaining popularity, with "China Shopping" emerging as a new trend for inbound tourism [2][5][11] - The total sales amount for tax refunds on purchases made by foreign tourists in the first half of the year increased by 94.6% year-on-year [2][5][11] - Popular consumer goods among foreign tourists include souvenirs, trendy toys, and technology products [2][5][11] - Shanghai, as the first stop for inbound tourism, has shown strong consumer activity, with 64,000 tax refund applications processed in the first half of the year, a 140% increase compared to the same period last year [2][5][11]

韩国多家券商和研究机构也纷纷上调对中资股的配置建议，韩国散户将投资重心从日美市场转向中资 市场，掀起一波"买入热潮"。 本文字数：242，阅读时长大约1分钟 据环球时报，随着中国经济回稳向好、港股科技股强势反弹，韩国个人投资者对中资股的热情持续升 温。 《韩国经济》《金融新闻》《亚洲经济》等多家韩媒近日报道称，中国股票已跃升为继美股之后韩国 散户交易最活跃的海外资产，小米、比亚迪、宁德时代等高增长企业成为投资重点。 2025.07. 23 微信编辑 | 七三 推荐阅读 线下断货！马云西湖夜骑带火同款，旗舰店每人限购2辆 ...

Core Viewpoint - The "Blue Eagle Project" has significantly improved vocational education in the mountainous region of Muchuan, Sichuan, by aligning educational programs with industry needs, resulting in increased student employment and skill development [6][7]. Group 1: Project Overview - The "Blue Eagle Project" was initiated through a partnership between Zhejiang Province and Muchuan County, focusing on vocational education that meets local industry demands [6]. - The project has led to the establishment of 25 vocational schools and 28 enterprises collaborating on talent cultivation, resulting in the training of 1,999 students, with the highest annual salary reaching 200,000 yuan [6][7]. Group 2: Educational Impact - The Muchuan Vocational School has seen a continuous increase in student enrollment, with a focus on popular fields such as industrial robotics and new energy vehicles [6]. - The school has developed a strong partnership with over 30 "Blue Eagle Teams" and has created a comprehensive training environment with multiple practical training bases [7]. Group 3: Industry Collaboration - The collaboration between vocational schools and enterprises has enabled students to transition smoothly from classroom learning to practical work environments, with many students securing jobs before graduation [6][7]. - The establishment of training bases with six Fortune 500 companies and 25 well-known enterprises has facilitated targeted talent development [7]. Group 4: Future Developments - The introduction of new partners like Xiaomi Group aims to expand vocational training programs, including the establishment of an AIoT Industry Academy [7]. - A new campus is under construction to accommodate the growing demand for vocational training, with plans for additional training facilities and an e-commerce incubation center [7].

Core Viewpoint - Xiaomi (01810.HK) is experiencing positive market sentiment with investors targeting a price of 60 HKD, supported by strong demand for call options with a strike price of 68.88 HKD [1] Technical Analysis - Xiaomi's stock price closed above the middle line of the Bollinger Bands, indicating a bullish signal for investors [1] - Key resistance levels are identified at 59.8 HKD and 61.1 HKD, while immediate support is at 55.5 HKD, with a potential drop to 54.5 HKD if this support is breached [3] - The MACD indicator shows a bullish crossover, suggesting increasing short-term momentum, although the RSI is neutral at 55, indicating a need for more volume before challenging resistance [1][3] Derivative Instruments - Recent price fluctuations have created trading opportunities for derivative investors, with HSBC and UBS offering call options with leverage ratios of 4.9x and 5.1x, respectively [6] - Notable performance of structured products includes a 44% increase in JPMorgan's bull certificate and a 33% rise in UBS's bull certificate following a 2.85% rise in Xiaomi's stock [3] - Bearish strategies include put options from UBS and JPMorgan, both providing leverage of 4.8x, with strike prices around 53.94 HKD and 53.99 HKD [9] Market Sentiment - The overall sentiment towards Xiaomi remains optimistic, with a focus on potential price movements and the effectiveness of derivative products in capitalizing on market volatility [1][6]

活动现场图片来源：成都经开区提供 链博会期间，成都经开区考察团还积极开展投资促进活动，先后拜访北京长木谷医疗科技股份有限公司、天津云遥宇航科技有限公司、万 有引力（宁波）电子科技有限公司、黑芝麻智能科技有限公司、湖南视比特机器人有限公司等重点企业，围绕人工智能、医疗科技、自动 驾驶、XR芯片等领域深入对接合作意向，推动优质项目落地成都经开区。 当前，成都经开区正以产业链思维重塑特色产业优势。"我们将以此次链博会为契机，持续推动企业'走出去''请进来'，大力推动产业链、创 新链、人才链等深度融合，为加快建设先进制造业高地注入新动能。"成都经开区相关负责人表示。 （文章来源：每日经济新闻） 据了解，易控智联专注于传统能源电控系统、AMT动传一体控制系统、新能源电驱系统、氢燃料系统、智能网联等多个板块领域，现已成 为商用车领域的核心零部件排头兵。 近年来，成都经开区聚焦汽车产业发展新趋势，把智能网联汽车作为重要发展方向，建成投运中德智能网联汽车试验基地，引进信通院、 西门子、德赛西威、易控智联等一批权威机构和重点企业，在全省率先探索出台"低速无人车测试与运营管理办法""智能网联汽车试点运营 管理办法"，实现智能网联 ...

Group 1: Financial Data Overview - As of June 2025, the total balance of deposits in Shenzhen reached 14.16 trillion yuan, an increase of nearly 600 billion yuan since the beginning of the year [1] - The total balance of loans in Shenzhen was 9.85 trillion yuan, growing by over 350 billion yuan since the start of the year [1] Group 2: Credit Structure and Financing Costs - The credit structure in Shenzhen is continuously optimizing, with significant loan allocations to key sectors such as technology innovation (2.1 trillion yuan), inclusive small and micro enterprises (nearly 2 trillion yuan), green development (1.3 trillion yuan), and digital economy (1.3 trillion yuan) [2] - The weighted average interest rate for newly issued corporate loans in Shenzhen was 2.85% in June 2025, a year-on-year decrease of 0.52 percentage points, marking a historical low [2] Group 3: Bond Market Developments - By July 15, 2025, Shenzhen facilitated the issuance of 14 technology innovation bonds by 9 companies, including Luxshare Precision, ZTE, and BYD, totaling 20.75 billion yuan [3] Group 4: Cross-Border Financial Services - Since the launch of the "Cross-Border Wealth Management Connect" 2.0, approximately 30,000 new individual investors have been added in Shenzhen, with total cross-border payment amounts reaching 47.2 billion yuan [4] - Over 1,700 enterprises in Shenzhen participated in high-level open pilot projects for cross-border trade and investment, with a business scale exceeding 170 billion USD as of June 2025 [4] Group 5: Foreign Payment Trends - From January to June 2025, foreign nationals in Shenzhen conducted 85.875 million non-cash payment transactions totaling 11.81 billion yuan, reflecting year-on-year growth of 29% and 35% respectively [5] - The primary consumption areas for foreign visitors were supermarkets and dining, with South Korea, the USA, and Singapore being the top three source countries for inbound consumption [5]

Core Viewpoint - The industrial economy of Rizhao is experiencing a high-quality development curve, characterized by the simultaneous growth of traditional industries and emerging production capacities in the face of global economic challenges [2][4]. Group 1: Industrial Growth and Development - Rizhao's industrial sector is witnessing a significant transformation, with companies like Dongshenhaiyue Electronics achieving production capacity that has already surpassed the total output of the previous year within the first half of the year [2]. - The local government has initiated activities to support businesses, such as "I solve problems for enterprises," which has successfully addressed numerous market and resource needs for local companies [3]. - The SANY Heavy Energy wind power equipment manufacturing base is expected to achieve an annual output value exceeding 2.5 billion yuan upon reaching full production capacity, contributing significantly to the East China renewable energy sector [3][4]. Group 2: Government Support and Policy Initiatives - The Rizhao government has implemented mechanisms to enhance economic operation supervision and promote innovation, focusing on upgrading traditional industries and nurturing high-quality enterprises [4]. - The government has acted as a facilitator for businesses, leading to substantial financial gains for companies involved in key projects, such as the use of electronic detonators in major infrastructure projects [4]. Group 3: Emerging Industries and Market Trends - The Jinma Industrial Group is capitalizing on the growing market for lightweight materials, particularly in the automotive and aerospace sectors, indicating a strategic shift towards high-end manufacturing [5]. - A joint investment of 3 billion yuan by Jinma Industrial Group and China Shipbuilding Technology is set to establish a manufacturing base for wind power equipment, which will produce 200 sets of wind power main engines annually [5]. - The overall industrial profit in Rizhao has increased by over two times, with industrial added value growing by 8.1%, showcasing the robust performance of the industrial sector [5].

Group 1 - The company has established a Real World Asset Tokenization Division to advance property asset tokenization efforts [1] - As of December 31, 2024, the company's investment property value is approximately HKD 31.51 billion [1] - Initial feasibility studies are being conducted on the Coolpad Building in Nanshan, Shenzhen, and the Coolpad Technology Ecological Park in Dongguan [1] Group 2 - If the pilot projects are successful, the company plans to expand its service model to assist more enterprises in exploring asset tokenization [1] - The company aims to promote the large-scale application of RWA technology in related industries [1]

英伟达、施耐德等大批知名跨国公司首次亮相。苹果公司携3家中国供应商联合参展，展台前的一行字 格外醒目："Apple全球的200家主要供应商有超过80%在中国。"中国美国商会、美国大豆出口协会、美 国谷物协会等机构表示，美国企业愿持续投资中国，参与中国经济增长和创新，与中国市场和发展共同 进步。 第三届中国国际供应链促进博览会(以下简称"链博会")再次成为全球经济关注焦点。750家参展商中， 超过65%是财富500强企业或行业龙头。在关税战阴云笼罩下，美国参展企业数量较上届增长15%，继 续位列境外参展商数量之首。种种数据，显现出全球企业对于中国供应链的信心与期待。 这种战略选择背后，是中国供应链难以替代的集聚效应。英伟达创始人黄仁勋在链博会期间发表的观 点，也代表着业界普遍看法："中国供应链复杂又先进，串联起众多供应商、技术和能力，其基础设施 与生态系统的技术水平领先全球。"正如黄仁勋所洞察的，在全球供应链体系中，中国发挥了关键枢纽 和引领作用。中国也正以"链主"企业为核心，构建起具有全球竞争力的供应链网络。这张供应链网络不 仅全面、高效，还在发展新质生产力的过程中不断为全球供应链优化升级注入新动能。 百年变 ...