市场早盘震荡分化，沪指再度站上3500点，创业板指小幅下跌。截至午间收盘，沪指报3505.58点，涨 0.36%，成交3649亿元；深证成指报10583.79点，涨0.02%，成交5577亿元；创业板指报2178.22点，跌 0.30%，成交2683亿元。 板块方面，光伏、稀土、房地产、银行等板块涨幅居前，PCB、消费电子、军工、游戏等板块跌幅居 前。 盘面热点 盘面上，银行股盘中持续走强，工、农、中、建四大行续创历史新高。硅能源、光伏概念股震荡走高， 京运通等涨停。稀土永磁概念股盘中拉升，北方稀土涨停。下跌方面，算力硬件股展开调整，胜宏科技 等多股跌超5%。 个股跌多涨少，全市场超3100只个股下跌。 机构观点 消息面上 中汽协：上半年我国汽车产销突破1500万辆新能源汽车同比增长40.3% 中国汽车工业协会10日发布的数据显示，1-6月份，汽车市场延续良好态势，产销量均超过1500万辆， 同比均实现10%以上较高增长。其中，新能源汽车产销量分别完成696.8万辆和693.7万辆，同比分别增 长41.4%和40.3%。新能源汽车新车销量达到汽车新车总销量的44.3%。在出口方面，今年1-6月份，汽 车总体出 ...

强化自主创新协同创新融通创新 激发高质量发展新动能 7月8日至9日，国务院国资委党委书记、主任张玉卓深入在浙中央企业、当地高科技企业调研国资国企 深化改革、协同创新情况，强调要深入学习贯彻习近平总书记关于国资国企改革和科技创新的重要论 述，抢抓新一轮科技革命和产业变革机遇，聚焦发展新质生产力，加强党建引领，深化改革创新，更深 更广融入国家科技创新体系，强化与各类所有制企业开放协作，构建产业链创新链贯通、攻出来用起来 对接的一体攻关机制，大力发展战略性新兴产业，加快抢占未来发展制高点，为实现高水平科技自立自 强、建设科技强国贡献更大力量。 张玉卓深入中国电科、中国电子所属科技创新企业研发中心、生产车间，与科研人员深入交流，察看物 联感知、人工智能、大数据技术产品及数字化赋能成果，听取企业生产经营、改革创新、党的建设工作 汇报。他指出，近年来，两家企业集团准确把握数字化、网络化、智能化融合发展契机，加强以市场为 导向的应用基础研究，持续深化改革，强化创新驱动，建立健全灵活高效的市场机制、管理体系、包容 机制，坚持研发底层技术，大力推动新技术新产品新场景大规模应用示范，有力支撑了网络强国、数字 中国、智慧社会建设。 ...

Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., has responded to the Shanghai Stock Exchange's inquiry regarding its 2024 annual report, detailing its revenue and gross margin trends across various business segments, particularly in the postal industry and other sectors. Revenue and Gross Margin Analysis - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million CNY, with corresponding gross margins of 10.72%, 44.17%, and 41.39% respectively, indicating a significant revenue increase but a decline in gross margin [1][2]. - The gross margins for system integration, software development, and operation maintenance in 2024 were 16.78%, 40.19%, and 11.51%, with year-on-year changes of -12.92, +17.64, and -6.14 percentage points respectively [1][3]. Client and Supplier Information - The company is required to disclose detailed information about its top ten clients and suppliers for 2023 to 2024, including their names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and payment statuses [2][3]. - The company has been actively exploring and expanding its business in sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [3]. Industry Trends and Comparisons - The postal industry has seen an increase in equipment procurement by approximately 22.37 million CNY, a growth of 17.97%, while the platform operation services, particularly in aggregated payment, have risen by about 33.15 million CNY, reflecting an 11.86% increase [2][25]. - The company has achieved breakthroughs in expanding its business into external industries, particularly in software development and system integration, leading to higher gross margins in these sectors compared to the postal industry [25]. Accounting Practices - The company employs different accounting methods for revenue recognition, using the net method for external industry revenues, which significantly impacts the gross margin levels compared to the postal sector [25]. - The gross margin for the postal industry was 11.04% and 10.60% in the last two years, while for non-postal industries, it was 41.39% and 12.27%, indicating a substantial difference in profitability [25].

Core Viewpoint - The company, Hunan Xiangyou Technology Co., Ltd., is under scrutiny from the Shanghai Stock Exchange regarding its 2024 annual report, particularly focusing on its revenue and profit margins across different business segments, including postal and other industries [1]. Financial Performance - From 2022 to 2024, the company's revenue from the postal industry was 572 million, 417 million, and 481 million yuan, with corresponding gross margins of 10.72%, 11.04%, and 11.11% [1]. - Revenue from other industries was 11 million, 166 million, and 48 million yuan, with a significant decline in gross margin but still remaining high [1]. Customer and Supplier Relationships - The company is required to disclose detailed information about its top ten customers and suppliers in the other industries for 2023 to 2024, including names, relationships, establishment dates, registered capital, personnel scale, transaction types, amounts, and balances [1]. - The company has established partnerships in various sectors such as smart logistics, research institutions, rail transit, and finance, focusing on software development, product sales, system integration, data center construction, and data analysis services [2]. Revenue Changes and Analysis - The company must explain the reasons for changes in postal industry revenue, considering cost structures, order changes, and customer dynamics, as well as the reasons for the decline in gross margin in other industries despite being higher than that of the postal industry [1][21]. - The increase in postal group equipment procurement volume rose by approximately 22.37 million yuan, a growth of 17.97%, and the volume of aggregated payment services in platform operations increased by about 33.15 million yuan [21]. Project Collaborations - The company is involved in the "Zhihui Kangkang Multi-Functional Terminal" project in collaboration with Tianjin Membrane Technology Co., Ltd., which serves as the general contractor, while the company acts as an intermediary service provider [8][9]. - The project includes various functionalities such as operational information release, advertising, air quality management, public health, and edge computing [8]. Accounting Practices - The company adopts the net method for revenue recognition in the Zhihui Kangkang Multi-Functional Terminal project, which aligns with the commercial substance and accounting standards [9][20]. - The revenue from the project is recognized based on the completion of installation and acceptance, with a total confirmed revenue of 51.60 million yuan as of December 2024 [9]. Future Outlook - The company is actively planning to implement the Shanghai Metro Line 8 People's Square Station environmental control system project, which involves software and hardware integration [14][16]. - The project is expected to follow a phased payment structure, with a total project cycle of 10 months [14].

Core Viewpoint - The Global Finance Forum held in Beijing focuses on the theme "Towards a Digital Intelligence Era: China and the Global Economy," highlighting the importance of digital transformation in the financial sector [1]. Group 1: Digital Transformation at Beijing Bank - Beijing Bank has undergone a three-year digital transformation, establishing a unified financial operating system and a unified data foundation to address issues like system silos and data isolation, which are crucial for AI development [3]. - The unified financial operating system enables trusted data sharing and resource allocation, facilitating rapid business application deployment and overcoming communication barriers between systems [3]. - The unified data foundation supports enterprise-level data applications and ensures end-to-end lifecycle management, addressing problems of data centralization and uniformity necessary for AI development [3]. Group 2: AI Development and Resource Management - Beijing Bank has centralized its AI computing resources through a corporate-level AI platform, enhancing operational efficiency and data analysis capabilities while reducing overall costs of intelligent computing hardware [4]. - The bank emphasizes the importance of managing AI technology risks, including issues related to model hallucinations and knowledge base quality, and suggests measures like manual verification and quality checks for uploaded data [5]. Group 3: Compliance and Ethical Considerations in AI - The bank stresses the need for a strong awareness of data security and compliance with laws and regulations as AI applications involve vast amounts of data [5]. - It advocates for a balanced approach to AI development that prioritizes legal compliance while fostering innovation, ensuring that AI applications are fair, transparent, and do not produce discriminatory or illegal outputs [6].

"时空智能不仅是技术的创新，更是推动产业变革和社会发展的重要力量。"活动现场，中国科学院院 士、中国工程院院士、武汉大学教授李德仁在主旨报告中指出，时空智能涵盖了从深空到水下，从自然 科学到社会经济学的广泛领域，其发展将深刻改变人们对世界的认知和利用方式。 目前，重庆时空底座2.0已经通过高精度三维扫描，覆盖"9+2"中心城区的超6000公里道路和11万栋建 筑。薛梅表示，重庆时空底座2.0将助力各行各业，让人工智能的各类应用深刻理解现实世界的物理时 空距离。同时，重庆时空底座2.0通过融通各个产业的海量数据，在基础科学层面为人工智能提供"学习 素材"，助力重庆加快打造人工智能高地。 "如果重庆时空底座1.0的用户是人，那么2.0版本的用户主要就是机器。"重庆市测绘科学技术研究院副 院长薛梅介绍，时空底座是城市数字化、智能化的关键基石。重庆时空底座1.0主要运用倾斜摄影等技 术，为重庆全域"拍照"；而重庆时空底座2.0则运用高精度激光雷达等技术，为重庆"做CT"，从而建成 超大规模三维点云时空数字底座。 8日，重庆市规划和自然资源局、重庆市经济和信息化委员会联合举办"时空智能赋能产业融合创新"主 题活动。会上 ...

《科创板日报》3日讯，高铁电气(688285.SH)公告称，公司控股子公司宝鸡保德利电气设备有限责任公 司收到长江沿岸铁路集团江苏有限公司"中标通知书"，中标新建上海至南京至合肥高速铁路沪宁段（江 苏段）国铁集团管理甲供物资（四电物资）接触网关键零部件（包含腕臂底座、腕臂装置、定位装置） （JC08）项目，中标金额为7176.16万元（含税）。本项目中标对公司及保德利业务独立性不构成影 响。 高铁电气：中标7176.16万元项目 ...

"明天，我们一起去工厂里走一遍流程，看能不能想办法把净空空间利用得更好……"6月30日，在湖北浩蓝智造科技有限公司（以下简 称"浩蓝智造"）的办公室里，魏蓝天正在和同事讨论如何优化物料存储。 看好智慧物流赛道，来自北京大学的魏蓝天与室友钱浩选择创业，从工厂在物料搬运、存储和分发中的堵点出发，他们给工业智慧物 流系统装上"智慧大脑"，让仓储物流更"聪明、高效"。 将武汉作为创业梦想落地的首站，到公司实现倍级增长，浩蓝智造成为"楚材聚汉·共建支点"行动中涌现出来的优秀企业代表之一。 4 7 all col s Particles - 1 Print 19 % 61 No. 4 15 4361 and and and " P = 60 no Par . . 2 3 . . . . . . . . . . . . . . . r a lot a to a love 22 . . . . 2017 2 r 400 d a light tion 1 89.00 8 - (ST t . A 200, 2007 2000 . P 15 - 1 4 (2000) 1 2 35 - - - - r price ir C MAP ...

封面新闻记者 陈彦霏 6月30日，"新技术·新动能·新未来——致敬2024四川经济影响力人物"大型活动在成都隆重举行。四川见山科技有限责任公司董事长、CEO高旻获"2024四 川青年企业家"奖项。 他的颁奖词里写道：从4人初创团队到300人精英方阵，他是领路人。高旻带领团队以数字孪生技术为笔，绘就智慧城市创新蓝图。8年奋进，首创国内领 先的超大城市级三维模型自动生成、轻量化处理与实时渲染技术体系，布局知识产权220余项，编制国际/国家等标准8项，业务覆盖45座城市，技术迈向 海外，为城市发展提供最优解，让世界见证成都数字力量。 据了解，四川见山科技有限责任公司成立于2016年5月，是一家以计算机图形学为核心的国家高新技术企业，公司以运营城市元宇宙数字孪生底座为主要 核心业务，融合BIM、CIM、AI、IOT、GIS等技术，致力于提供全球顶尖的孪生城市场景和行业应用。公司现有员工300余人，已布局220多项自主研发 的知识产权，客户覆盖华南、华东、西南、华中及华北等45座城市，是国家级专精特新"小巨人"企业、四川省瞪羚企业、四川省新经济示范企业。 见山科技自主研发的元宇宙城市数字底座平台，提供数字孪生可视化解决 ...

继在中美市场启动召回后，6月26日，安克创新在公司的日本官网（Anker Japan）宣布将自主召回4款移动电源产品，原因是电池供应商擅自使用不符合集 团标准的原材料，充电宝或有几率内部短路。安克表示对给用户带来的困扰和不便深表歉意，同时也恳请消费者配合理解。 安克创新表示，为防止事件影响扩大，公司已暂停受影响产品的发货和销售，集团将进一步加强对电池生产供应商管理系统以及元件和材料选择的质量标 准。同时，安克创新表示，集团对电芯生产供应商的管理和现场监督不够，企业将审查并加强现场管理制度和与生产相关的信息管理和协调制度。 根据公告，安克在日本召回6月26日之前销售的部分产品，这4款召回产品分别为：安克移动电源（10000mAh，22.5W）、安克移动电源（20000mAh， 22.5W，内置USB-C数据线）、Anker MagGo移动电源（10000mAh，7.5W，附底座）、Anker 334 MagGo电池（PowerCore 10000）。 召回的四款产品 根据当地媒体报道，此次安克创新在日本召回的充电宝数量达数十万个。6月30日，南都湾财社记者就此通过集团日本官网联系采访，截至发稿前未得到回 应。 ...