证券代码：002121 证券简称：科陆电子 公告编号：2025039 深圳市科陆电子科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市科陆电子科技股份有限公司（以下简称"公司"）股票连续 2 个交易 《上海证券报》、 《证券时报》、 大影响的未公开重大信息。 重大事项，或处于筹划阶段的重大事项。 三、是否存在应披露而未披露信息的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票及其衍生品种交易价格产生较大影响的信息； 公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 年度财务数据正在核算中，如经财务部门初步核算达到《深圳证券交易所股票上 市规则》规定需要披露业绩预告的情形，公司将按照规定及时披露 2025 年半年 度业绩预告。 日内（2025 年 7 月 9 日、2025 年 7 月 10 日）日收盘 ...

Core Viewpoint - The Hong Kong stock market showed slight declines, but biotechnology stocks performed strongly, with the Hong Kong Stock Connect Technology ETF (513860) gaining over 28% year-to-date [1] Group 1: Market Performance - As of 13:06, the Hong Kong Stock Connect Technology ETF (513860) rose by 0.10%, with notable individual stock performances including Sunny Optical Technology up over 6%, BYD Electronics up over 5%, and Lion Group Holding up over 4% [1] - The Hong Kong Stock Connect Technology ETF (513860) has seen a net inflow of 270 million yuan over the last five trading days, with a total net inflow of 545 million yuan over the past three months and 686 million yuan year-to-date [1] Group 2: Share Buybacks - On July 9, 37 Hong Kong-listed companies, including Tencent Holdings, conducted share buybacks totaling 49.01 million shares and 1.129 billion HKD [1] - Tencent Holdings repurchased shares worth 500 million HKD on the same day, bringing its total buyback amount for the year to 39.543 billion HKD [1] - WuXi Biologics also repurchased shares worth 298 million HKD, with a year-to-date total of 1.708 billion HKD [1] Group 3: Market Outlook - China Galaxy Securities noted that global macro risks are rising, impacting market risk appetite, but the absolute valuation of Hong Kong stocks remains relatively low, indicating medium to long-term investment value [1] - Guoyuan Hong Kong expects potential policy measures to support Hong Kong stock valuations in the second half of the year amid weakening economic momentum due to tariff impacts [1] Group 4: ETF Composition - The Hong Kong Stock Connect Technology ETF (513860) closely tracks the CSI Hong Kong Stock Connect Technology RMB Index, with the top ten weighted stocks as of July 9, 2025, including Xiaomi Group-W, Tencent Holdings, BYD Company, Alibaba-W, Meituan-W, SMIC, Kuaishou-W, Li Auto-W, Innovent Biologics, and Xpeng Motors-W, collectively accounting for 68.47% of the index [1]

Group 1: Federal Reserve Meeting Minutes - The Federal Reserve decided to maintain the federal funds rate target range at 4.25% to 4.5% during the meeting held on June 17-18 [1] - Participants agreed that economic activity continues to expand steadily, despite fluctuations in net exports affecting data [1] - The unemployment rate remains low, and the labor market is robust, although inflation rates are still slightly high [1] Group 2: Trump's Tariff Announcement - President Trump announced tariffs on products from several countries, effective August 1, 2025, with rates of 25% on Brunei and Moldova, 30% on Algeria, Iraq, Libya, and Sri Lanka, 20% on the Philippines, and 50% on all Brazilian products [2] - The announcement led to a significant depreciation of the Brazilian real against the dollar, with a drop of up to 2% [2] - Brazilian stocks weakened overall, with Petrobras down nearly 2% and Vale down 1.35% following the tariff news [2] Group 3: Stock Market Performance - On July 9, U.S. stock indices rose collectively, with the Nasdaq closing up nearly 1%, reaching a historical high [4] - Nvidia's stock rose by 1.8%, briefly surpassing a market capitalization of $4 trillion, making it the first company to reach this milestone [6] Group 4: Cryptocurrency Market Update - Bitcoin reached a new all-time high of $112,000, with a maximum increase of 3%, marking a year-to-date gain of approximately 19% [9] - Other cryptocurrencies, including Ethereum, SOL, and Dogecoin, also saw gains exceeding 4% within 24 hours [9]

Group 1 - Xiaomi Technology (Wuhan) Co., Ltd. and Beijing Xiaomi Mobile Software Co., Ltd. have applied for a patent related to power factor correction methods and devices, indicating a focus on innovation in computer technology [1][2] - The patent application, published as CN120281178A, was filed on January 2024 and aims to reduce the cost of power factor correction through a specific method involving input current and carrier frequency relationships [1] - Xiaomi Technology (Wuhan) Co., Ltd. was established in 2017 with a registered capital of 21 million RMB, while Beijing Xiaomi Mobile Software Co., Ltd. was founded in 2012 with a registered capital of 148.8 million RMB [2] Group 2 - Xiaomi Technology (Wuhan) Co., Ltd. has invested in 5 companies and holds 983 patents, while Beijing Xiaomi Mobile Software Co., Ltd. has invested in 4 companies and possesses 5000 patents [2] - The companies are involved in various administrative licenses, with Xiaomi Technology (Wuhan) holding 13 licenses and Beijing Xiaomi Mobile Software holding 123 licenses [2]

Market Overview - The Dow Jones Industrial Average decreased by 165.60 points, or 0.37%, closing at 44,240.76 [2] - The Nasdaq increased slightly by 5.94 points, or 0.03%, closing at 20,418.46 [2] - The S&P 500 fell by 4.46 points, or 0.07%, ending at 6,225.52 [2] - European markets showed positive performance, with the Euro Stoxx 50 up by 30.41 points, or 0.57%, and the UK FTSE 100 rising by 47.65 points, or 0.54% [2] - Asian markets had mixed results, with the Hang Seng Index increasing by 260.24 points, or 1.09%, while the Taiwan Weighted Index fell by 66.45 points, or 0.30% [2] Trade Policy Developments - President Trump announced new trade agreements, including a proposed 50% tariff on imported copper, which led to a significant increase in copper prices by 17% [3] - A high tariff of up to 200% on pharmaceuticals is also expected, with a grace period of 18 months for companies to adjust their supply chains [3] - Trump emphasized that tariffs will officially take effect on August 1, 2025, with no possibility of delay [4] Economic Commentary - Trump criticized Federal Reserve Chairman Jerome Powell, suggesting that the current economic conditions warrant a rate cut, citing a study indicating tariffs have no impact on inflation [5] AI Adoption in Japan - Japan's Ministry of Internal Affairs reported that only about 27% of the population has used generative AI services, indicating a lag in AI research and application [6] Global Trade Outlook - The UN Conference on Trade and Development reported that global trade is expected to grow by approximately $300 billion in the first half of 2025, with a projected acceleration in growth rates [7][8] - The report highlighted that ongoing policy uncertainty and geopolitical tensions pose risks to trade stability [8] Gold Market Insights - The World Gold Council reported a $38 billion increase in global gold ETFs in the first half of the year, driven by strong performance in June [9] Corporate Leadership Changes - Apple announced that COO Jeff Williams will retire, with Sabih Khan set to take over the role, marking a significant leadership transition within the company [10] Talent Acquisition in Tech - Meta has successfully recruited Ruoming Pang, the head of Apple's foundational models team, to lead its new "Superintelligence Lab," indicating a strategic move to bolster its AI capabilities [13] SpaceX Valuation - SpaceX is reportedly discussing plans to raise funds, with its valuation expected to reach approximately $400 billion, significantly higher than its previous valuation of $350 billion [14] Investment in Smart Glasses - Meta has invested $3.5 billion in EssilorLuxottica, aiming to strengthen its position in the smart glasses market [15] Boeing's Delivery Performance - Boeing reported delivering 150 aircraft in the second quarter of 2025, the highest number for that period since 2018, with a total of 280 aircraft delivered year-to-date [16][17]

Industry Definition - Electronic skin (E-skin) is a flexible electronic system that simulates human skin's sensory functions, capable of sensing pressure, temperature, humidity, strain, and chemical substances [3] - It consists of flexible sensors, conductive materials, and microelectronic circuits, aiming to achieve "skin-like touch" in robotics, biomedical applications, and wearable devices [3] Key Features and Materials - E-skin features flexibility, stretchability, and sensitivity, allowing it to mimic human touch and perception [5] - Flexible sensors can accurately capture minute changes in pressure, temperature, and tactile sensations through integrated micro-sensor arrays [5] - Common materials used include silicone rubber, polymer composites, and nanocomposites, which maintain stable electronic performance even when bent or stretched [5][8] Sensor Types and Applications - The main types of flexible tactile sensors include resistive, capacitive, and piezoelectric sensors, each with unique characteristics and applications [7] - Applications span across wearable health monitoring, humanoid robots, smart prosthetics, virtual reality systems, and flexible displays [11] Industry Chain and Trends - The electronic skin industry chain includes upstream material development, midstream manufacturing, and downstream application integration [11] - The industry is transitioning from laboratory research to commercialization, with a focus on domestic material localization, multifunctional system integration, and cost-effective manufacturing [11] Financing Trends - The number of financing events in the electronic skin sector fluctuated significantly, with a peak of 13-14 events from 2020 to 2022, dropping to 4 in 2023, before recovering to 10 and 12 in 2024 and 2025 respectively [12] Company Highlights - Nengsida, established in 2013, specializes in flexible micro-nano sensing technology and has developed various types of flexible sensors, achieving mass production capabilities [15][16] - Moxian Technology, founded in 2021, focuses on flexible pressure sensor solutions, capable of detecting a wide range of pressures from 3.5 grams to 500 kPa [19][20] - Pashini, founded in 2021, has developed a multi-dimensional tactile product system for robots, significantly reducing sensor costs and enhancing functionality [24][25] Recent Innovations - Xiamen University developed a bionic electronic skin inspired by electric eels, enabling continuous perception from proximity to contact, with potential applications in medical rehabilitation and virtual reality [29] - A new type of electronic skin developed by an international research team can self-repair within 10 seconds, maintaining over 80% functionality after damage, suitable for extreme environments [30]

Group 1 - The core viewpoint of the article highlights the positive performance of the Hong Kong stock market, particularly in sectors such as innovative drugs, chips, and new consumption stocks, with the Hong Kong Stock Connect Technology ETF (513860) rising by 1.14% and accumulating over 27% gains this year [1] - Notable individual stocks include Hong Teng Precision Technology rising over 6%, while Meitu, Kingsoft Cloud, ASMPT, AAC Technologies, ZTE, and Bilibili-W all saw increases of over 2% [1] - The article reports a net inflow of over 260 million yuan into the Hong Kong Stock Connect Technology ETF (513860) over the last three trading days, with a total net inflow of 542 million yuan over the past three months and 680 million yuan year-to-date [1] Group 2 - A German pension fund, KZVK, managing 34.1 billion euros (approximately 286.8 billion yuan), has reportedly entrusted 5 million USD to a Hong Kong institution for investment in Chinese stocks listed in Hong Kong, mainland China, and the United States [1] - CITIC Securities anticipates that the ongoing reform of the Hong Kong listing system will enhance the asset quality and liquidity of the Hong Kong stock market, with continued inflows of southbound capital expected [1] - The article suggests that the Hong Kong stock market may experience a trend of fluctuating upward movement in the third quarter, with potential for earnings upgrades in the fourth quarter due to increased domestic growth policies [1] Group 3 - The Hong Kong Stock Connect Technology ETF (513860) closely tracks the CSI Hong Kong Stock Connect Technology RMB Index, with the top ten weighted stocks as of July 7, 2025, including Xiaomi Group-W, Tencent Holdings, BYD Company, Alibaba-W, Meituan-W, SMIC, Kuaishou-W, Li Auto-W, Xpeng Motors-W, and Innovent Biologics, collectively accounting for 68.78% of the index [1] - Investors can access the Hong Kong Stock Connect Technology ETF (513860) through off-market connections (Class A: 021464; Class C: 021465) for easy investment in quality technology assets in the Hong Kong market [1]

金十数据7月8日讯，天眼查App显示，深圳罗马仕科技有限公司成立于2012年3月，法定代表人为雷社 杏，注册资本600万人民币，经营范围包括信息技术咨询，集成电路设计、研发等，由雷桂斌、雷灿伙 共同持股。对外投资信息显示，该公司持有7家存续企业股份。经营信息显示，该公司多个"CCC认 证"证书处于暂停或撤销状态。 罗马仕多个3C认证已被暂停或撤销 ...

Core Insights - Lenovo Group released its 2024/25 ESG report, marking its 19th annual report and the first since introducing its "human-centric intelligent" technology development vision [2] - The company achieved the highest MSCI ESG rating of AAA and received multiple accolades, including the EcoVadis Platinum Medal and CDP Climate Change A rating [2] - Lenovo was ranked 8th in Gartner's 2025 Global Supply Chain Top 25 and has been listed in Fortune's China ESG Influence List for four consecutive years [2] Group 1: Social Responsibility Initiatives - Lenovo emphasizes employee well-being by creating a safe and harmonious work environment while actively fulfilling social responsibilities through AI applications in various public welfare sectors [3] - The company has formed strategic partnerships for initiatives such as protecting endangered species and enhancing cultural heritage preservation through AI technology [3][4] - Lenovo's "Small Seedling" program aims to improve digital literacy among rural children, aligning with its human-centric strategy and addressing societal needs [4][5] Group 2: AI and Accessibility - Lenovo established Hong Kong's first AI-assisted learning center to support children with special educational needs, significantly improving treatment efficiency by 116% [6] - The company has been recognized as a top workplace for individuals with disabilities, expanding its initiatives globally to promote inclusivity and accessibility [7][8] - Lenovo's commitment to diversity and inclusion aims to bridge the digital divide, particularly for over 1 billion individuals with disabilities worldwide [8] Group 3: Future Outlook - Looking ahead, Lenovo plans to continue focusing on enhancing digital literacy in rural education and developing replicable public welfare models [5] - The company aims to leverage AI innovation to address climate change and improve global governance, reinforcing its commitment to sustainable development [8][9] - Lenovo's leadership emphasizes responsible governance and a human-centered innovation approach to achieve inclusive AI benefits [9]

Group 1 - FWD Group, a life insurance company founded by Li Zeqiang, experienced a weak debut in the dark market, with a drop of 6.6% and a share price of HKD 38, raising approximately HKD 29.534 billion in net proceeds from the global offering [1] - The market's mixed reception of FWD Group's valuation reflects short-term concerns despite its long-term growth potential backed by Li Zeqiang [1] Group 2 - Hong Kong Exchanges and Clearing announced the appointment of Fan Wenchao as Managing Director and Head of Fixed Income and Currency Products, and Ni Jiyue as Managing Director and Head of OTC Clearing Platform [2] - The new management aims to enhance the fixed income and currency product ecosystem and improve services to meet global investor needs, thereby promoting the long-term development of Hong Kong's fixed income market [2] Group 3 - Rongda Technology is facing a lawsuit from Xiamen Top Electronics for alleged trade secret infringement, with a claim for damages totaling 200 million yuan [3] - This legal challenge may pressure Rongda Technology's reputation and stock price, particularly as a newly listed company, impacting investor confidence [3] Group 4 - Yihai International announced that independent non-executive director Peng Long is under investigation for serious violations of discipline and law [4] - This situation poses a challenge to Yihai International's corporate image and may affect investor confidence, highlighting the importance of corporate governance and compliance [4] Group 5 - The Hang Seng Index closed at 23916.06, down 0.64%, while the Hang Seng Tech Index and the National Enterprises Index also saw declines of 0.33% and 0.45%, respectively [5]