各位老铁，帮主郑重来了！今早盘面看得我直拍大腿——安防板块突然集体"趴窝"，神力股份直接摁死跌停，中电鑫龙、熙菱这些兄弟也跟着跳水，资金跑 得比兔子还快！到底谁在砸场子？帮主20年财经老炮儿的火眼金睛，带你们扒开三层真相！ 别看安防板块名字带"防"，可防不住海外市场的连环暴击啊！美国那24%的关税延期听着是利好？天真了！剩下10%的钢钉关税照样卡在半导体、安防设备 的喉咙上，欧美限制中国设备的政策根本没松绑。更扎心的是，美国小老板都出来喊痛——关税让安防产品成本飙升40%，连"美国制造"都扛不住涨价，终 端需求直接被掐脖子。行业数据也印证了：安防一季度外贸景气指数环比下滑3点，海外订单增长的企业比例猛降6个百分点，这寒流比想象中更刺骨！ 第一层：行业寒流还没过，海外"紧箍咒"越勒越紧 • 业绩地雷：去年净利润暴跌122%，硅钢降价挤压利润，行业卷成麻花； • 筹码崩坏：昨天7笔大宗交易折价10%甩卖，恐慌情绪直接传染到二级市场； • 信任危机：控股股东控制权转让黄了！说好的易主利好秒变"渣男跑路"，资金谁敢接飞刀？ 帮主策略：别急着抄底，盯紧这两条活路！ • 短线管住手：板块资金出逃未止跌，尤其业绩差、海外占 ...

凯尔·马蒂松表示，一些认为外国经销商或美国经销商会承担关税成本，美国消费者不会受太大影响的观点是站不住脚的。 安防产品和建筑材料经销商凯尔·马蒂松表示，这导致情况变得非常棘手，从出口来看，即使是美国制造的产品，受贸易关系影响也变得非常难以出口， 不仅仅是向加拿大、拉丁美洲、非洲、中东甚至是向欧洲市场，出口美国商品都面临极大的困难。而在进口方面，美国建筑行业所需的大部分产品和原材 料都依赖进口，因此直截了当地说，价格变得越来越高，很难去适应。 美国政府的关税政策正让美国小企业主们承受巨大压力。华盛顿州的安防产品和建筑材料经销商凯尔·马蒂松在接受美国媒体采访时表示，美国政府的关 税政策正在冲击美国的建筑行业，让所有产品的价格全面上涨。 凯尔·马蒂松还表示，加征关税破坏了美国与其他地区的贸易关系，这导致美国企业无论是出口还是进口产品都变得更加困难，这将使得成本越来越高， 企业和消费者都更难适应。 安防产品和建筑材料经销商凯尔·马蒂松表示，（加征关税）意味着所有产品价格的全面上涨，即便是标着"美国制造"的产品，也包含来自国际供应商的 零部件，因此这些成本都在增加。整体来看，产品成本涨幅从5%到40%不等，这直接冲击了 ...

Core Insights - The third China International Supply Chain Promotion Expo (Chain Expo) was held from July 16 to 20 in Beijing, focusing on deepening cooperation and stabilizing supply chains with the theme "Linking the World, Creating the Future" [1] - Guangdong province was the guest province at the expo, showcasing 64 leading enterprises including ZTE, TCL, Xiaopeng Motors, and Guangzhou Pharmaceutical Group, with a record number of exhibitors and an exhibition area exceeding 4,000 square meters [1][2] Group 1: Company Highlights - GAC Group's low-altitude travel technology company, GOVY, showcased its first mass-produced multi-rotor flying car, GOVY AirCab, which has received over 1,000 pre-orders since its price announcement in June [2][3] - GOVY has formed multiple partnerships to enhance its supply chain, including collaborations with Dassault Systems for digital R&D, Junlian Electronics for electric engine controllers, and others to improve production efficiency and reduce costs [3] - The company aims to complete certification and mass production by 2026, marking a significant step in the commercialization of flying cars [2][3] Group 2: Market Expansion - Jiechuang Intelligent Technology Co., Ltd. showcased its AI security products at the expo, attracting over 200 domestic and international clients, and successfully expanding into markets in Africa, Southeast Asia, and the Middle East [4][6] - The company reported significant interest from overseas clients, with a notable increase in European and American customer engagement compared to previous years [6][7] - Jiechuang's AI security system utilizes non-contact electromagnetic net capture technology, enhancing operational safety and efficiency, which is crucial for smart city developments in emerging markets [6] Group 3: Industry Trends - The Chain Expo serves as a vital platform for companies to showcase their supply chain innovations and identify areas for improvement, facilitating better connections between upstream and downstream partners [7][8] - The number of exhibitors focusing on clean energy, green agriculture, and health-related supply chains has doubled compared to previous years, reflecting a growing trend towards sustainability and carbon neutrality [8][11] - Shenzhen enterprises are increasingly participating in the expo, highlighting their strengths in modern service integration with traditional industries, particularly in the agricultural sector [11]

Company and Industry Summary Company Overview - **Company Name**: Lida Xin (利达信) - **Founded**: 2000 in Xiamen, China - **Industry**: Smart lighting and IoT (Internet of Things) - **Global Presence**: Products sold in over 60 countries including North America, Europe, and Japan [2][3] Core Business and Achievements - **Main Business**: Focus on lighting products, with a transition into IoT solutions [5] - **R&D Capability**: Over 1,500 professionals in R&D, with more than 250 domestic and international patents [3][10] - **Production Capacity**: Over 3.3 billion products produced by 2019, equivalent to circling the Earth 11 times [3] - **Recognition**: Consistently ranked among China's top 100 new industrial enterprises and recognized as a national intellectual property advantage enterprise [2][3] Financial Performance - **2024 Annual Revenue**: CNY 6.807 billion, a year-on-year increase of 1.88% [6] - **Net Profit**: CNY 418 million, a year-on-year increase of 33.25% [6][8] - **2025 Q1 Revenue**: CNY 1.538 billion, an increase of 8.76% year-on-year [13] - **Net Profit for Q1 2025**: CNY 68.78 million, a slight decrease of 0.11% [13] Strategic Focus - **Business Strategy**: Emphasis on dual business model of brand OEM and domestic/international dual circulation [7][15] - **Digital Transformation**: Focus on enhancing smart manufacturing and digital transformation to improve operational efficiency [6][14] - **Sustainability Initiatives**: Released a sustainability report, reflecting commitment to social responsibility and environmental goals [11][12] Market Position and Future Plans - **Brand Development**: Strengthening brand recognition and expanding product offerings in both B2B and B2C markets [15][16] - **Product Innovation**: Continuous investment in R&D, with CNY 383 million allocated in 2024, representing 5.62% of revenue [9] - **Future Goals**: Focus on resource optimization, structural adjustments, and enhancing customer satisfaction through innovative product offerings [14][17] Additional Insights - **Cost Management**: Reduced operational costs by CNY 84.82 million, a decrease of 5.15% year-on-year [8] - **Profit Distribution**: Proposed cash dividends of CNY 4.20 per share, totaling approximately CNY 210 million [10] - **Social Responsibility**: Active involvement in community projects, including educational lighting improvements and support for rural schools [12] This summary encapsulates the key points from the conference call, highlighting Lida Xin's operational performance, strategic direction, and commitment to innovation and sustainability.

Core Viewpoint - Xiamen Lidin Optoelectronics Co., Ltd. expects a significant increase in net profit for the first half of 2025, projecting a rise of over 50% compared to the same period last year [1] Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of the parent company between 120 million yuan and 135 million yuan for the first half of 2025, representing an increase of 41.70 million yuan to 46.70 million yuan compared to the previous year [1] - The net profit excluding non-recurring gains and losses is expected to be between 114 million yuan and 129 million yuan, reflecting an increase of 40.36 million yuan to 45.36 million yuan year-on-year [1] Group 2: Previous Year’s Performance - In the same period last year, the total profit was 87.15 million yuan, with a net profit attributable to shareholders of the parent company at 78.30 million yuan, and a net profit excluding non-recurring gains and losses at 73.64 million yuan [2] - The earnings per share for the previous year were 0.1923 yuan [2] Group 3: Reasons for Profit Increase - The increase in profit is attributed to a focus on the high-end customized market overseas, with sales growth in professional security, consumer products, machine vision, and automotive sectors, particularly in consumer products [2] - The company has leveraged its core R&D technology advantages domestically, enhancing sales in niche markets with certain technological barriers, particularly in the low-altitude economy sector [2]

Core Viewpoint - The judicial auction of 26.63 million restricted shares of Zhong An Ke by its controlling shareholder, Shenzhen Zhongheng Huizhi Investment Co., Ltd., was completed at a total price of approximately 58.97 million yuan, indicating a discount of about 26% compared to the closing price on July 8 [1][2]. Group 1: Shareholder Changes - After the auction, Zhongheng Huizhi's shareholding in Zhong An Ke will decrease from 11.92% to 10.99% [2]. - The largest shareholder of Zhong An Ke is Wuhan Rongjing Industrial Investment Co., Ltd., holding 15.04% as of the first quarter of 2025 [2]. Group 2: Business Performance - Zhong An Ke's revenue is projected to grow by 6.73% year-on-year in 2024, while the net profit attributable to shareholders is expected to turn from profit to loss [2]. - In the first quarter of this year, Zhong An Ke's revenue increased by 21.99% year-on-year, with the net profit attributable to shareholders turning from loss to profit [2]. Group 3: Business Structure - Zhong An Ke has established a business structure comprising comprehensive security operation services, smart city system integration, and intelligent security product manufacturing, while also exploring emerging AI businesses represented by intelligent computing centers [2]. Group 4: Auction Details - The auction involved two transactions where Hangzhou Gongwang acquired 16.63 million shares for approximately 36.83 million yuan and 10 million shares for about 22.14 million yuan [2]. - Hangzhou Gongwang is a subsidiary of CITIC Financial Assets and has previously participated in the judicial auction of Zhong An Ke's shares [1][4]. Group 5: Legal Context - Hangzhou Gongwang and Zhongheng Huizhi have a history of judicial disputes, with Zhongheng Huizhi being one of the defendants in a case involving Hangzhou Gongwang [4][5][6].

自打加拿大换了总理之后，加拿大的路是越走越窄了！表面上要对美国展开最硬气的关税反击，暗地里却对中企出手，这不是等同于给美国纳投名状？ 前几天，特朗普一纸宣言让美加贸易谈判彻底停摆，导火索是加拿大坚持对美国科技巨头开征数字服务税。特朗普在社交媒体怒斥加拿大"公然攻击美国"， 宣布立即终止所有贸易谈判，并威胁7天内公布对加新关税。 这个数字服务税是加拿大财政部长商鹏飞之前就宣布过的，从今年6月30日开始生效。它规定，这些美国科技公司在加拿大提供数字服务或者出售用户数据 获得的收入，要交3%的税，而且这个税还要追溯到这些公司2022年的收入。加拿大预计，光这一项就能从美国企业那里收到大约20亿美元的税款。特朗普 显然对此非常不满。 压力之下，加拿大高层密集喊话"必须摆脱对美依赖"。不列颠哥伦比亚省长伊比公开呼吁："我们是主权国家，该在全球交新朋友了！" 2 4 70.05 . 1998 - 177 97 STERNETTS 25 f are E TREE 7 August e pro the first e and 1 20 r a and t 201 a 1 -1 and any o a ledi the pro ...

Core Insights - In May, Tianhu Technology recorded 21 investment and financing events related to technology innovation and entrepreneurship in Chengdu, indicating a vibrant investment landscape in the region [1][3]. Group 1: Investment Events - Chengdu Hailong Aerospace Technology Co., Ltd. completed angel round financing, focusing on the development of star sensors and magnetic moment devices [2][10]. - Chengdu Zhongke Xingchen Information Technology Co., Ltd. secured equity financing, specializing in satellite mobile communication terminals [2][11]. - Chengdu Xinglu Aerospace Technology Co., Ltd. completed equity financing, engaged in satellite technology integration [2][12]. - Sichuan Jushen Humanoid Robot Technology Co., Ltd. raised tens of millions in angel round financing, focusing on humanoid robots [2][13]. - Chengdu Jiuzhang Zhifang Technology Co., Ltd. completed equity financing, providing technology promotion services [2][14]. - Chengdu Annu Intelligent Technology Co., Ltd. raised tens of millions in seed round financing, focusing on humanoid robot applications [2][15]. - Chengdu Chengfa Kenen Power Engineering Co., Ltd. completed A round financing, specializing in industrial power equipment [4]. - Chengdu Chuangyi Micro-Nano Technology Co., Ltd. completed angel round financing, focusing on specialized instrument manufacturing [6]. - Sichuan Blue Ocean Intelligent Equipment Manufacturing Co., Ltd. completed A round financing, specializing in intelligent equipment for underground engineering [7]. - Chengdu Jingzhan Electronic Technology Co., Ltd. completed A round financing, focusing on power semiconductor chip design [8]. - Sichuan Jinlong Microelectronics Technology Co., Ltd. completed A round financing, specializing in MEMS silicon oscillators [9]. - Chengdu Weikang Biotechnology Co., Ltd. completed equity financing, focusing on biotechnology research [17]. - Chengdu Kerry Medical Technology Co., Ltd. completed tens of millions in Pre-A round financing, focusing on intelligent blood collection robots [18]. - Sichuan Tiannuo Juneng New Energy Development Co., Ltd. completed equity financing, focusing on lithium-silicon anode materials [19]. - Chengdu Hangxin Aviation Equipment Technology Co., Ltd. completed equity financing, specializing in aviation parts manufacturing [21]. - Chengdu Xinghan Aerospace Technology Co., Ltd. completed equity financing, focusing on rocket control systems [22]. Group 2: Market Trends - The majority of financing events were in the seed and angel round stages, indicating a focus on early-stage investments [3]. - The digital economy and electronic information sectors were the hottest investment areas in Chengdu, with nearly 30% of projects related to the digital economy and about 25% related to electronic information [3].

邀请 INVITATION 在当今数字化浪潮席卷全球的时代，人工智能正以前所未有的速度融入到公共安全领域。从城市的大街小巷到关 键基础设施，从应急响应的指挥中心到日常的安全防控，人工智能技术正在重塑公共安全的格局。在此背景下， 中国安全防范产品行业协会将于2025年7月3日至4日，在北京世纪金源大饭店召开2025人工智能与公共安全产业 发展大会。大会以"数智世界 全域安全"为主题，聚焦"人工智能+公共安全"的创新发展，将汇聚百余位来自政 府、学界和企业的领导与权威专家围绕政策方向、产业变革、技术创新、发展瓶颈等议题展开深度研讨，旨在凝 聚资源、深化交流，探索新赛道新动能，解决平安中国与智慧城市建设过程中所面临的痛点、难点问题。 2024智能与安全产业发展大会开幕式 公安部主管业务局及地方公安机关：拟邀来自公安部科技信息化局领导、业务负责人和部分市级、区级公安局科信部门领 导和代表出席会议。各地公安机关代表通过参与大会，可获取先进人工智能技术应用于社会治安防控和城市安全管理的最 新理念与实践经验，与智能化方案提供商进行深入交流，提升整体警务效能。 应急管理部相关业务局及各地应急管理局：拟邀与公共安全领域密切相关 ...

以下文章来源于中国企业家杂志 ，作者李艳艳 中国企业家杂志 . 讲好企业家故事，弘扬企业家精神 "真正的效率是投入产出比，而不是简单地挥起大刀来降本。" 来源：中国企业家杂志 记者： 李艳艳 编辑：张晓迪 2025年3月，被外界称为投资"教父"的卫哲出版了他的第二本书《效率为王》。 今年是卫哲发起成立嘉御资本的第15年，15年间，卫哲带领嘉御资本主导了多个成功投资案 例，尤其在新消费、跨境电商、科技和互联网服务等领域。 近期，《中国企业家》独家对话卫哲，他反复强调对效率的重视，即便是在当下的AI浪潮里， 卫哲仍直言，永远不会单纯被科学技术打动，他的投资主张仍然是效率第一，效率为王。 卫哲说， 太多企业不是倒在速度和规模上，而是倒在效率上，不是倒在没融到资的困境中，而 恰恰是融了太多钱，由于钱太多，忽略了效率，最后轰然倒地。 "如今效率变得更加重要"——时隔20年后，卫哲带着他的《效率为王》，希望给广大创业 者"当头一棒"：对于企业一把手而言，尤其要关注第一效率指标。他还劝诫所有人珍惜时间， 做好高效时间管理。 阿里巴巴前CEO、知名投资人、企业家、创业导师……相比这些标签，卫哲更喜欢别人喊 他"老师"。他说， ...