2025年，湖南省积极响应国家政策，加力扩围实施大规模设备更新和消费品以旧换新工作，形成了覆盖多领域、多品类的政策体系。 在设备更新方面，湖南省扩大了重点支持领域，在工业、能源电力等传统领域基础上，新增电子信息、安全生产、设施农业等领域，鼓励工业园区和产业集 群整体推进设备更新。加力实施贷款贴息政策，在中央财政贴息1.5个百分点基础上，申请国家超长期特别国债额外贴息，降低经营主体融资成本。同时， 加快存量设备评估诊断，依法淘汰落后低效设备，加强项目储备。 消费品以旧换新领域，政策覆盖多个品类。汽车方面，将国四排放标准燃油乘用车纳入报废更新补贴范围，报废旧车并购买新能源车补贴2万元，购买2.0升 及以下燃油车补贴1.5万元；置换更新新能源车最高补贴1.5万元，燃油车最高1.3万元。家电方面，补贴品类扩至16类，按能效等级给予15%-20%补贴，每类 产品每位消费者最多补贴3件（部分品类1件），单件不超2000元。 数码产品方面，手机、平板等3类产品按售价15%补贴，单件最高500元。电动自行车以旧换新，交售老旧车换购新车给予补贴，其中锂离子蓄电池换铅酸蓄 电池车补贴600元，其他情形500元。家装厨卫聚焦5大类 ...

潮水般的商机正涌向中国制造，中东成为"破局"新大陆。 当东南亚市场增长渐缓，欧美传统市场贸易壁垒高筑，全球企业的目光正被一片曾经被低估的区域所吸引——历经 深刻经济转型的中东地区，以令人瞩目的速度，崛起为中国制造出海版图上最具潜力的"新蓝海"。 2025年广交会的数据清晰映射了这一巨变：中东采购商比例创纪录地达到14.3%，首次超越欧美客商，登顶"最积极 下订单"区域。同时，常年占据电商健康榜榜首的老龄养护科技品"青益莱PAIOTIDE"，同样吸引了中东高端消费群体 的青睐。 这种转变在产业层面同样显著。一位来自上海的自动化设备制造商直言："客户重心已明确转向印度、中东、非洲、 土耳其等新兴市场，欧美不再是我们的'默认主场'。" 目前，在国内京东等线上平台，包括"青益莱"在内的国产口服科技品，出货、成交等均力压洋牌，好评率达99%。而 在国际市场，浦东海关机场数据曾统计，赴美包裹占比在一半以上。 多家国内厂商证实，来自中东地区的客户咨询邮件激增，相关出口商更透露，该区域订单量呈现爆发式增长，生产 线正开足马力、通宵达工以满足交付需求。 这些中东买家提出的要求高度一致且明确：从设计研发、原材料采购、零部件制造到 ...

Core Viewpoint - The strategic partnership between Qianxun Technology and Luhua Securities aims to integrate virtual assets with the physical industry, enhancing business opportunities and driving innovation in the market [1][2]. Group 1: Partnership Details - Qianxun Technology and Luhua Securities signed a strategic cooperation agreement to collaborate on virtual asset trading license applications, RWA (mobile and tablet leasing) business, and stablecoin payment solutions in resource machine transactions [1]. - The collaboration is expected to allow both companies to enter the rapidly growing virtual asset trading market, expand their business boundaries, increase revenue sources, and enhance profitability [1]. Group 2: Market Potential and Innovation - The partnership is anticipated to innovate asset operation models in the RWA mobile and tablet leasing sector, providing new investment products and revitalizing the leasing market [1]. - The cooperation in stablecoin settlement payment for resource machines is expected to enhance the group's competitiveness in the supply chain and optimize transaction processes [1]. Group 3: Industry Insights - The founder of Qianxun Technology emphasized the importance of integrating virtual assets with the physical industry as a future trend, highlighting the significant market potential in Hong Kong, which has an annual trading volume exceeding HKD 100 billion [2]. - Industry experts noted that the collaboration represents a model for the deep integration of technology and finance, potentially leading to upgrades in related industrial chains and creating new economic growth points [2].

（原标题：李超：从上一轮"去产能"关键点看"反内卷"） 反内卷与去产能的本质，是中国经济开始进行产能深度转型、经济结构优化的必然要求。 近期，企业家纷纷发声要求行业停止价格战，防止行业进一步内卷，各部门也快速发布相关文件要求行 业避免同质化内卷，推动以技术创新和服务升级为核心的高质量发展，同时要求推动落后产能有序退 出。 浙商证券首席经济学家李超表示，从上一轮"去产能"经验来看，能取得显著效果在于四大关键点，可以 为当前的"反内卷"提供参考。 上一轮去产能效果显著的四大关键点 "螺纹钢、玻璃等具有产能过剩特征的大宗商品，在市场预期改善时或有阶段性反弹，但趋势性反转尚 需去产能政策全面落地进一步确认。"李超说。 "反内卷"短期内或以控制增量为主，优化存量为辅 在"反内卷式竞争"方面，李超预计，短期内将以控制增量为主，优化存量为辅，市场出清强度或较为有 限。 李超分析，上一轮去产能效果显著的四大关键点。 一是去产能的重要性上升至民生和社会稳定大局，2015年底中央经济工作会议中，去产能被列为首要任 务；二是中央明确过剩产能规模，制定退出规划表并计入地方政府考核；三是国企是上一轮去产能重要 抓手，国有企业承担了约8 ...

据悉，这款小米自研的玄戒O1芯片仅搭载于小米15S Pro手机、小米平板7 Ultra、小米平板7S Pro等产品。 小米集团创始人董事长雷军此前曾表示，做玄戒O1的时候，小米完全没有想到O1做得这么好。"我真的没想到，所以整个O1的芯片总量定的就不够，规划 是做了4款产品。" 近期，小米发布了MIX Flip 2小折叠，该机型没有搭载小米的玄戒O1芯片，而是用的骁龙8至尊版处理器，售价5999元起。 7月10日，小米手机在微博回应了"小米MIX Flip 2为什么没上玄戒O1"问题。小米官方称："玄戒O1作为玄戒的第一代SoC，主要是做技术验证，我们立项之 初规划的总量比较有限，不能满足小折叠产品大规模量产的需求。" 近期还有数码博主爆料，小米新一代自研基带进展还不错，有突破。不过目前来看，下一代SoC还不确定是否能赶得上，玄戒O2是否能用上自研基带还存在 悬念。 值得注意的是，前段时间小米联合创始人林斌曾经短暂晒了一张通话界面的截图，之后火速删除。很多人推测，这就是在测试小米玄戒5G基带。 本文系观察者网独家稿件，未经授权，不得转载。 图源BCI 2025年第二季度，小米（含REDMI）以1141.76万 ...

2025年7月10日，路维光电（688401.SH）可转换公司债券正式发行上市。据发行公告，本次可转债募 资6.15亿元，其中3.19亿元将专项用于"半导体及高精度平板显示掩膜版扩产项目"，重点布局半导体掩 膜版、G8.6及以下高精度TFT-LCD、AMOLED等平板显示掩膜版新增产能，直指国产替代关键领域。 本次可转债发行采用"原股东优先配售+网上公开发行"机制，原股东可按每股配售3.201元面值可转债的 比例获取优先配售权，最终原股东优先配售48.33万手，占发行总量的78.59%，充分体现存量股东对公 司长期发展的坚定看好。 锚定国产替代核心赛道 半导体产能布局加速 在如今的AI时代，海量的数据处理和复杂模型训练对半导体性能提出更高要求，推动芯片制程不断向 更小节点发展（如7nm、5nm、3nm等），芯片设计复杂度也呈指数级增长。半导体掩膜版作为晶圆制 造的核心耗材，随着制程的提升，其需求量和工艺要求也在显著提高。AI应用场景的多元化进一步推 动了对不同类型芯片的需求，间接提升了半导体掩膜版的市场需求。 在平板显示掩膜版领域，Omdia数据显示，截至2023年，AMOLED/LTPS等高精度掩膜版的国产 ...

Core Insights - The express delivery industry in China has surpassed 100 billion packages as of July 9, 2023, achieving this milestone 35 days earlier than in 2024, indicating strong economic resilience and vitality [1] - The growth in express delivery volume is driven by the expansion of the consumer market, increasing e-commerce penetration, and the "scale economy" effect in the logistics sector [1][2] - The industry is experiencing a technological transformation with the integration of 5G, IoT, and AI, which enhances operational efficiency and supports green development initiatives [2] Group 1 - The express delivery sector is a key driver for consumption upgrades and economic growth in China, reflecting the robust development of the economy [1] - The rapid growth in express delivery volume is attributed to three main factors: the rise of new e-commerce formats (such as live-streaming and instant retail), activation of lower-tier markets, and technological advancements [1][2] - The first package to reach the 100 billion mark was a home air conditioner sent from Zhongshan, Guangdong to Changzhou, Jiangsu, showcasing the impact of the "old-for-new" policy on both the consumer market and the express delivery industry [2] Group 2 - The express delivery industry is adopting a "renewal + recycling" closed-loop logistics management system, covering the entire supply chain from manufacturing to recycling [3] - There is a noticeable acceleration in express delivery growth in central and western regions of China, with significant consumption potential remaining [3] - The industry is moving towards higher automation levels, with the use of drones and unmanned vehicles in some areas, while also improving service quality and stabilizing prices amid regulatory support for high-quality development [3]

Group 1: Event Overview - The "Breaking Waves: Eurasia - Consumer and Market Insights Seminar" hosted by NielsenIQ (NIQ) focused on market trends in Europe and the Asia-Pacific region, discussing consumer behavior insights, market entry strategies, and brand internationalization strategies to aid companies in overseas expansion [1] - The seminar attracted nearly 100 senior executives from Chinese enterprises and included representatives from the Ministry of Commerce, the China Chamber of Commerce for Import and Export of Foodstuffs, and the Investment Promotion Service Center of Chaoyang District, Beijing [1] Group 2: Market Insights - NIQ's data indicated a 2.9% growth in global fast-moving consumer goods (FMCG) sales as of March 2025, with Europe accounting for 36% and Asia-Pacific for 17% of the global market [2] - The European market is characterized by increased price sensitivity among consumers and a growing demand for sustainable and health-oriented products, with significant growth potential in Eastern Europe and expansion opportunities in Western Europe [2][3] Group 3: Brand Strategies - Chinese brands are gaining a foothold in the technology and durable goods sectors by offering competitively priced and high-performance products, particularly in smart home ecosystems [3] - NIQ emphasized the need for brands to adapt to local cultures and innovate to capture consumer mindshare when entering international markets, particularly targeting the X generation through omnichannel marketing and personalized experiences [4] Group 4: Internationalization of Chinese Brands - Successful case studies of Chinese brands include Huaxizi, which achieved premium positioning through cultural elements, and Bawang Tea, which met European consumer needs through functional innovation [5] - NIQ highlighted the importance of transitioning from product advantages to model advantages for Chinese brands, focusing on supply chain optimization and localized operations for rapid market expansion [5] Group 5: Future Trends and Opportunities - NIQ's latest market monitoring data revealed that emerging consumer trends and digital transformation are driving the global FMCG market's expansion, with cross-border e-commerce channels growing at an annual rate of 28% [6] - NIQ aims to support Chinese brands in accurately understanding different market dynamics and building global competitiveness, facilitating the transition from "Made in China" to "Global Brand" [6]

Group 1 - The company Zhongjia Weishi has completed nearly 100 million yuan in Series A financing, with investments from Guotai Junan Innovation Investment, Guojin Dingxing, and Tiantong Co., Ltd. [2] - The financing will primarily support Zhongjia Weishi's strategic focus on enhancing its advantages in display front-end testing and expanding its semiconductor front-end testing capabilities [3][4] - The company aims to address the growing demand for domestic testing equipment from major panel manufacturers in the OLED and high-end panel sectors [3] Group 2 - Zhongjia Weishi, established in July 2019, specializes in the research, production, sales, and service of TFT-LCD, OLED, and semiconductor front-end measurement and testing equipment [4] - The Chinese semiconductor display and wafer front-end measurement/testing market exceeds 100 billion yuan, with a domestic equipment localization rate of less than 5%, highlighting significant challenges in supply chain security and industrial upgrades [4] - The company has achieved significant breakthroughs in technology and market presence, being the only domestic enterprise to receive bulk orders from six major panel manufacturers for OLED front-end testing [5] Group 3 - Zhongjia Weishi's semiconductor measurement/testing base in Baoan District is set to begin production in June 2025, covering an area of 3,960 square meters and expected to produce hundreds of units annually [6] - This base will enhance the company's ability to respond quickly to the semiconductor industry chain demands in South China, reducing equipment delivery times by over 50% [6] - The facility aims to strengthen the "Shenzhen manufacturing" influence in the semiconductor sector and contribute significantly to the domestic replacement process [6]

Core Viewpoint - The article discusses the recent issues surrounding power banks, particularly focusing on the quality problems caused by a specific battery cell supplier, which led to safety concerns and recalls in the market [4][8][6]. Group 1: Quality Issues and Supply Chain - A major quality issue with power banks was traced back to a battery cell supplier that improperly replaced the separator material between the positive and negative electrodes, resulting in defective products that could overheat, swell, or even catch fire [8][6]. - The defective power banks entered the market around early 2024, leading to widespread recalls and bans due to safety hazards [8][6]. Group 2: Battery Lifespan and Maintenance - Lithium-ion batteries, including those in power banks, have a limited lifespan due to the inevitable chemical reactions that occur during charging and discharging cycles, which can lead to irreversible damage [12][13]. - The phenomenon of lithium plating, where lithium ions form sharp dendrites that can pierce the separator, is a significant factor in battery failure and safety risks [16][15]. Group 3: Recommendations for Battery Care - Users are advised to avoid extreme temperatures and humidity, as well as to monitor for physical changes in batteries, such as swelling or leakage, which indicate potential hazards [21][24]. - For aging batteries that show no physical changes but have degraded performance, it is recommended to charge them periodically and store them in a controlled environment to extend their usable life [33][35]. - Devices currently in use should be protected from water exposure and physical impacts, as these can lead to short circuits and other failures [39][42].