Group 1: Core Technology Layout - The company focuses on high thermal conductivity materials for applications in consumer electronics, providing ultra-thin glass covers and sapphire ceramic components for smartphones and foldable screens, enhancing surface heat dissipation and structural stability [1] - In the smart automotive sector, the company supplies glass components for smart cockpits to automakers like Tesla and BYD, integrating thermal conductive coatings to reduce electronic device temperatures, with graphene composite coating technology improving thermal efficiency by 40% [1] Group 2: AI Device Cooling Solutions - For high-end laptops, the company produces advanced cooling solutions using piezoelectric fans that enhance heat exchange through high-frequency vibrations, significantly increasing value compared to traditional cooling modules [2] - The company provides nano-microcrystalline glass lenses for AI glasses, achieving over 95% light transmittance and improved impact resistance, supporting lightweight designs [2] - For humanoid robots, the company supplies joint modules and force control sensors using high-strength lightweight materials like ceramic composites to reduce heat generation in moving parts [2]

Group 1: Modular Construction in Shenzhen - Shenzhen plans to implement modular construction projects with a cumulative area of no less than 3 million square meters by the end of 2028, promoting the integration of three major industrial clusters in modular construction [1] - The initiative aims to create a complete industrial chain for modular construction, with at least 6 standards and specifications to be published and implemented [1] - This development is seen as a transformation in urban development models, addressing issues such as low construction efficiency and high carbon emissions [1] Group 2: Hong Kong Inflation Data - In June, Hong Kong's Composite Consumer Price Index increased by 1.4% year-on-year, a decrease from 1.9% in May [2] - The basic inflation rate, excluding one-off government relief measures, stands at 1%, indicating controlled price pressures across major components [2] - Factors contributing to the easing of inflation include a decline in international energy prices, weak local demand, and government policy adjustments [2] Group 3: Dongguan Major Projects - Dongguan has announced the third batch of major projects for 2025, which includes 9 projects focusing on advanced manufacturing sectors such as chip manufacturing, new energy vehicle components, and AI equipment [3] - These projects are expected to strengthen the core links of the local industrial chain and leverage the collaborative advantages of the Greater Bay Area for industrial upgrades [3] Group 4: Cross-Border Data Verification Platform - The Shenzhen-Hong Kong cross-border data verification platform has connected 15 institutions and launched 22 application scenarios, generating a total of 1,700 verification data entries [4] - Shenzhen is actively exploring efficient and secure mechanisms for cross-border data flow, enhancing rule alignment and integration of services between Shenzhen and Hong Kong [4] Group 5: Shenzhen Stock Market Performance - On July 21, the Shenzhen Composite Index closed at 11,007.49 points, reflecting an increase of 0.86% [5] - Notable gainers in the Shenzhen market include Zhuhai Design, Dahongli, and Guanlong Energy-saving, each experiencing significant price increases [6] - Conversely, Sifang Jingchuang, Zhongdian Port, and Kanghua Biology faced declines in their stock prices [6]