e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时 上市公司标准化快讯，针对可能影响上市公司股价的主题概念、行业事件及时采访二次解读，从投资者 需求出发，直播上市公司有价值的活动、会议。 来源：e公司 本周（6月30日—7月4日）A股资金情绪持续回暖，上证指数全周上涨1.40%，收于3472.32点；深 证成指全周涨1.25%，创业板指涨1.50%。 板块表现方面，本周各行各业吹起"反内卷"号角，钢铁、光伏等板块掀起涨停潮。从主题题材来看，光伏 玻璃周内涨超10%，CRO（合同研究组织）、创新药、维生素等主题表现活跃。伴随着中央财经委员会 第六次会议直指"内卷式"竞争治理，强调"推动落后产能有序退出"，新一轮的行业"反内卷"、去产能行 动大幕开启，光伏、钢铁、水泥行业已迅速开展减产工作。 以下文章来源于e公司 ，作者证券时报 聂英好 本周另一家接待百家以上机构调研的公司是顺网科技，该公司是电竞服务领域核心供应商，机构针对整体 经营情况与顺网科技进行交流。顺网科技指出，在算力业务方面，顺网算力业务有效整合多元异构算力资 源池，构建包括专业级计算算力与渲染算 ...

Market Overview - A-shares showed a recovery in capital sentiment during the week of June 30 to July 4, with the Shanghai Composite Index rising by 1.40% to close at 3472.32 points, the Shenzhen Component Index increasing by 1.25%, and the ChiNext Index up by 1.50% [1] Sector Performance - Various sectors experienced a surge, particularly steel and photovoltaic industries, which saw a wave of limit-up trading. The photovoltaic glass sector rose over 10% during the week, while themes such as CRO (Contract Research Organizations), innovative drugs, and vitamins also performed actively [1] - The central financial committee's sixth meeting emphasized the need to address "involution" competition and promote the orderly exit of backward production capacity, initiating a new round of "anti-involution" and capacity reduction actions, particularly in the photovoltaic, steel, and cement industries [1] Institutional Research - A total of 158 listed companies disclosed institutional research minutes during the week, with over 70% of the researched stocks achieving positive returns. Taotao Vehicle emerged as the most favored stock by institutions, achieving a remarkable gain of 29.82% [1] - Taotao Vehicle, which has seen its stock price double since early June, received attention from 137 institutions, including Bosera Fund and China Universal Asset Management. The company anticipates a net profit of 310 million to 360 million yuan for the first half of 2025, representing a year-on-year growth of 70.34% to 97.81% [2] - Another company, Shunwang Technology, also attracted over a hundred institutional researchers, focusing on its core services in the esports sector and its advancements in computing power and AI capabilities [2] Company Developments - Xinjie Electric, specializing in industrial automation, was researched by 92 institutions, with a focus on its developments in core components for humanoid robots, including hollow cup motors and frameless torque motors [3] - Jingbeifang, which had previously engaged with multiple institutions, highlighted the advantages of stablecoins over traditional cross-border payment methods and its focus on the development of RWA (Real World Assets) [3] - Xiamen Tungsten New Energy, which received attention from 76 institutions, is developing new profit growth points, including high-stability lithium supplement materials and a new structure cathode material that offers significant improvements in energy density and performance [4]

力争到2027年，成都新增专精特新"小巨人"350家，新增省级专精特新中小企业1000家以上，新增创新 型中小企业2000家。 路演初创企业在蓉寻找合作机会 5月29日，工信部中小企业发展促进中心联合中科院、上交所、成都市经信局等举办"创新驱动播种未 来"创新成果播种行动暨科产金一体化专项路演活动（成都站）。活动现场，成都市经信局市新经济委 党组书记，局长、主任赵春淦发布《成都市专精特新企业培育三年行动计划》，提出了上述目标。 在已拥有2个万亿级产业和5个国家先进制造业集群的基础上，成都正进一步加码中小企业，意在培养更 多"生力军"。 培育力争创新型中小企业达8000家 安逸休闲的成都，实则拥有深厚的产业基础。目前，成都已形成电子信息、装备制造2个万亿级产业， 以及高端软件等10个千亿级产业，获批成渝地区生物医药、成德绵自凉航空航天等5个国家级先进制造 业集群。 城市经济发展不仅需要大型企业和大规模产业集群，极具创新力的中小企业同样重要。 截至目前，成都全市已累计培育"小巨人"企业354家，排名全国城市第7、副省级城市第4；省级专精特 新企业3100余户，占全省60%以上；企业梯次培育体系基本形成。 为促进专 ...