IT Unemployment Fell in August. But the Tech Jobs Market Is Still Shrinking. https://t.co/OOuyJROXC3 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：连线新能源 企查查显示，9月2日，比亚迪发生工商变更， 注册资本由30.39亿元增加至91.17亿元，增加60.78亿 元，增幅为200%。 | 自身动态 60893 | | 关联动态 28810 | | | | ◎企查查 × | Q 请编入动态关键词信息 | 司 导出 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 动态类型 | रुकी | 工商 诉讼 | 监管 | 经营 招投标 | 知识产权 新闻 | | | | | | | | | | | V | | | | | | 更新时间(1) | | 动态等级 | 动态类型 | | 动态内容 | 操作 | | | | | 48分钟前 | | 积极 | 新闻 | | 比亚迪注册资本增加至91.17亿元,增幅约200% | 详情 收藏 | | | | | | | | | | 花草草 | | | | | | 1小时前 | | 利好 | 注册资本增加 | | 从"303906.585 ...

September 3, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific Global MNCs China Sentiment Index (2Q25): Improved with Tariff Truce and Policy Easing Expectations M MNCs' 2Q25 sentiment reading increased 3pt compared to the previous quarter, to 28. Nine out of 12 sectors showed a QoQ sentiment increase. Sentiment toward the Supply Chain, Trade and Multipolar Impact themes improved the most. Sentiment toward Labor dropped the most. We set out the 2Q25 final reading of the AlphaWise Global MNC China Sent ...

Core Viewpoint - The overall performance recovery is slowing down, with mid-cap growth stocks showing outstanding growth. The expansion of the AI trend and manufacturing overseas is expected to drive continued capacity cycle expansion, maintaining a differentiated structure of cyclical growth [1][2]. Group 1: Overall Performance - In H1 2025, the net profit of the entire A-share non-financial sector increased by 1.59% year-on-year, with revenue growth at 0.66%, indicating strong resilience despite rising operating costs leading to a narrowing of gross profit growth [2]. - The performance growth is differentiated across sectors, with the main board, ChiNext, and North Exchange showing a slowdown, while the growth of the Sci-Tech Innovation Board rebounded significantly [2]. - Mid-cap stocks outperformed in growth, while large-cap stocks showed resilience, and small-cap stocks experienced a noticeable decline [2]. Group 2: Sector Performance - The technology growth sector, including optical electronics, semiconductors, and communication equipment, continued to show high prosperity driven by overseas AI investments and domestic substitution demand [3]. - The cyclical sector faced pressure, but precious metals and minor metals still grew rapidly due to rising expectations of overseas interest rate cuts and tight supply [3]. - Essential consumption faced general pressure, but sectors like breeding, feed, and animal health showed significant growth due to capacity reduction and the expansion of the pet economy [3]. Group 3: Capacity Operation - In Q2 2025, traditional cyclical resources and equipment manufacturing industries are experiencing strong capacity decommissioning intentions, while emerging industries and new materials are showing expansion characteristics [4]. - The capacity utilization rate in emerging technology hardware and some consumer industries remains high, with marginal improvements observed [4]. - The capacity cycle is entering an expansion phase, particularly in emerging technology industries, new consumption, and certain cyclical materials [4].

证券代码：000938 证券简称：紫光股份 紫光股份有限公司投资者关系活动记录表 | 投资者关系活动 | √特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | Atebin Capital Mathew Vanover；UBS Group AG 郑浩汉；北京枫 | | 人员姓名 | 泉投资 陶静；北京鸿道投资 方云龙；北京中泽控股 刘军洁；财 | | | 通证券 杨烨；德邦证券 李宏涛；东北证券 刘云坤；东兴证券 郑 | | | 及游；高盛（亚洲） 周沛炎、郑宇评；高盛资产（香港） 林晓 | | | 晗；广发证券 周源；广州泓阈私募 夏育松；国海证券 刘熹；国 | | | 金证券 李昌乐；国联民生证券 刘畅；国泰海通证券 杨彤昕 余 | | | 伟民；国投证券 杨楠；华福证券 朱珠；华泰证券 唐攀尧 王珂； | | | 华夏基金 贾礎宁；建投华科 杜文婧；江苏瑞华投资 章礼英；开 | | | 源证券 雷星宇；昆仑健康保险 周志 ...

每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 每经AI快讯，中青旅（SH 600138，收盘价：10.19元）8月30日发布为控股子公司提供担保的公告。公 告称，截至本公告披露日，上市公司及其控股子公司对外担保总额为人民币9.57亿元，占公司2024年年 度经审计净资产的15.18%，系公司控股子公司乌镇旅游股份有限公司为其原参股子公司桐乡市濮院旅 游有限公司提供担保人民币9.31亿元；乌镇旅游股份有限公司及其下属公司根据银行政策和房地产开发 销售的商业惯例，为其房地产项目符合贷款条件的购房者提供阶段性连带责任担保人民币2643.23万 元。 （记者 王可然） 上市公司为控股子公司提供的担保总额为人民币20.85亿元，占公司2024年年度经审计净资产的 33.05%，系为公司控股子公司北京中青旅创格科技有限公司向银行申请综合授信业务的担保，以及公 司控股子公司中青旅山水酒店集团股份有限公司为其全资子公司新化中青旅山水酒店有限公司向银行申 请贷款提供的担保。 2024年1至12月份，中青旅的营业收入构成为：IT产品销售与技 ...

8月29日晚，紫光股份（000938）发布2025年半年报，公司业绩实现大幅增长，跑出AI赛道加速度。其 中，营业收入474.2亿元，同比增长25%；扣非归母净利润11.2亿元，同比增长25.1%，盈利水平进一步 提升。 核心子公司新华三上半年实现营业收入364亿元，同比增长37.7%，增速创五年以来新高。作为公司基 本盘的政企业务和作为第二增长曲线的海外业务表现尤其亮眼，分别取得53.6%和60.3%的超高速增 长，彰显公司发展的强劲爆发力。 优异业绩的取得，得益于公司对AI历史机遇的洞见和把握，通过坚定的战略投入和持续的技术创新， 实现公司实力与时代红利的共振爆发。 ·发布LinSeer Hub灵犀使能平台：适配超过20款GPU和60多个大模型，并通过多维算子优化技术提升 20%训推效率，结合高效的数据工程能力与丰富的可编排组件，支持用户分钟级AI应用构建，显著降低 企业AI应用门槛。 ·持续迭代LinSeer Cube大模型一体机：继一季度率先推出以来，公司持续推进产品升级，适配最新模型 版本，已服务超过200家政企客户。 ·全新推出LinSeer ICT智能体：基于海量ICT知识训练，实现设备巡检效率 ...

Core Insights - INVL Technology reported a net profit of EUR 0.766 million for the first half of 2025, representing a 22.8% increase from EUR 0.624 million in the same period of 2024 [2] - The company's equity and net asset value reached EUR 52.03 million and EUR 4.35 per share as of June 30, 2025, reflecting increases of 1.2% and 1.4% respectively since the beginning of the year [2] - The company anticipates significant revenue and profit growth in 2025 due to strong performance from managed companies and new contracts [3] Financial Performance - The aggregate revenue of companies managed by INVL Technology for January–June 2025 was EUR 28.7 million, a 2.8% increase year-on-year [5] - Gross profit for the same period increased by 11.4% to EUR 10.4 million, while aggregate EBITDA rose by 10.7% to EUR 2.5 million [5] - In Q2 2025, revenue increased by 14.3% year-on-year, gross profit rose by 22.4%, and EBITDA surged by 44.5% [5] Company-Specific Performance - NRD Cyber Security, managed by INVL Technology, saw its consolidated revenue increase by 45.3% to EUR 5.3 million in the first half of 2025 [6] - NRD Companies reported consolidated revenue of EUR 5.6 million, an 11.3% increase from the previous year, although gross profit decreased by 1.4% to EUR 2.5 million [7] - Novian's consolidated revenue was EUR 12.5 million, down 21.4% from the first half of 2024, with gross profit decreasing by 6.3% to EUR 3.9 million [8] Strategic Initiatives - INVL Technology is actively pursuing divestment processes for its portfolio companies and plans to enter a new phase after hiring new investment advisors [4]

Group 1 - The Indian stock market is experiencing significant pressure due to the threat of increased tariffs from the U.S., with a proposed 50% tariff on all Indian goods starting August 27 [1][3] - The MSCI India Index has underperformed the MSCI Emerging Markets Index for four consecutive months, lagging by over 15 percentage points this year, heading towards its worst annual performance in over two decades [1] - Foreign investors are accelerating their exit from the Indian market, which is valued at $5.3 trillion, with net selling of Indian stocks for the second consecutive month in August [3] Group 2 - The new tariffs are expected to directly impact India's already slowing economic growth, with estimates suggesting a reduction in annual GDP growth by 0.6 to 0.8 percentage points [5][6] - Concerns over the expanding fiscal deficit are also putting pressure on the Indian bond market, with the yield on the benchmark 10-year government bond rising by 22 basis points this month [4] - Despite recent tax cuts introduced by Prime Minister Modi aimed at boosting the economy, analysts believe that sectors such as banking and IT will continue to face earnings pressure [6]

Core Viewpoint - The Indian stock market is experiencing significant pressure due to escalating tariff threats from the U.S., leading to a pessimistic sentiment among investors [1][3]. Group 1: Tariff Impact - The U.S. Department of Homeland Security announced a 50% tariff on all Indian goods starting August 27, which is a response to India's purchase of Russian oil [1]. - This tariff increase is part of a broader strategy by the Trump administration to compel Russia to engage in peace talks regarding Ukraine [2]. - The new tariffs are expected to directly impact India's already slowing economic growth, potentially reducing the annual growth rate by 0.6 to 0.8 percentage points according to Citigroup [5]. Group 2: Market Reaction - The MSCI India Index has underperformed the MSCI Emerging Markets Index for four consecutive months, lagging by over 15 percentage points this year, heading towards its worst annual performance in over two decades [1]. - Foreign investors are accelerating their exit from the Indian market, with net selling of Indian stocks for the second consecutive month in August [3]. - Concerns over fiscal deficit expansion are also pressuring the Indian bond market, with the yield on the benchmark 10-year government bond rising by 22 basis points this month [4]. Group 3: Economic Outlook - Analysts warn that if the 50% tariff persists, the impact on India's GDP could be as high as 1%, affecting monetary policy and bond yields [5]. - Despite recent tax cuts introduced by Prime Minister Modi aimed at boosting the economy, sectors like banking and IT are expected to face continued pressure on profitability [5]. - The Reserve Bank of India has indicated that the impact of tariffs may be minimal, and the ongoing monetary easing could support economic growth [6].