-高端笔电：为台湾笔电品牌量产压电风扇的先进散热方案，通过高频震动加快热交换，散热效果好， 占用空间更小，价值量较传统散热模组有数倍增长。 -AI眼镜：为Rokid提供纳米微晶玻璃镜片，透光率＞95%且抗摔性提升，支持轻量化设计（如49克镜 架）；通过整机组装能力整合散热模组，解决设备功耗与便携性平衡问题。 - 智能汽车 领域：为 特斯拉 、 比亚迪 等车企供应 智能座舱 玻璃组件，集成导热涂层降低电子器件温 度， 石墨烯 复合涂层技术应用于车载 激光雷达 罩，导热效率提升40%。 2.AI设备散热方案 -人形 机器人 ：为智元灵犀X1提供关节模组与力控 传感器 ，采用高强度轻量化材料（如陶瓷复合材 料）降低运动部件发热。 蓝 思科 技 （300433.SZ）（06613.HK）散热技术核心布局 1.高导热材料应用 - 消费电子 领域：为 智能手机 、 折叠屏 （如华为MateXT、 苹果 折叠屏）提供超薄 玻璃 盖板 （UTG）及蓝宝石陶瓷组件，提升表面散热效率与结构稳定性。苹果VisionPro前盖玻璃由蓝思独家供 应，采用3D成型技术解决高热传导需求。 ...

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]