全志科技(300458.SZ)发布2025年上半年业绩预告，预计归属于上市公司股东的 净利润为15,600万元– 17,100万元，比上年同期增长31.02% - 43.62%。报告期内，市场需求回暖，扫地机器人、 智能汽车电 子、智能视觉等主要细分领域 营业收入同比实现较快增长，营业收入增长带动了净利润的增长。预计 公司非经常性损益对净利润的影响金额为2,500万元至2,800万元。 ...

在解禁规模上，众多上市公司解禁数量超过1亿股，部分甚至在5亿股、10亿股以上。在解禁比例方面， 也有大量上市公司解禁比例超过50%，有的甚至超过70%。在下半年面临解禁的公司中，金龙鱼以 89.99%的解禁比例位居前列，其48.79亿股将在今年10月解禁。值得注意的是，在限售股解禁前夕，部 分上市公司采取了积极的措施来稳定市场预期，如自愿延长限售股锁定期等。 限售股解禁动态密集发布 上市公司限售股解禁，向来备受二级市场投资者关注。近期，多家上市公司接连对外公布相关消息。例 如6月24日晚，凌云光对外发布了首次公开发行部分限售股上市流通暨承诺不减持的公告，有2.24亿股 限售股将于7月7日迎来解禁，占公司股本总数的48.54%，对应限售股股东数量为2名。本次解禁股份类 型为首次公开发行的部分限售股，锁定期限为自公司首发上市之日起36个月。 与此同时，基于对公司未来发展前景的信心和对公司内在价值的认可，这两名股东分别自愿承诺自2025 年7月7日起未来12个月内不以任何方式转让或减持其持有的公司股票。据悉，凌云光是可配置视觉系 统、智能视觉装备与核心视觉器件的专业供应商，2022年7月6日登陆科创板。 除了凌云光 ...

"逢山开路、遇水架桥"，一次次用心服务保障项目依法合规高效运行 南京首家智能汽车产业园"闯关记" □ 南京日报/紫金山新闻记者 江芬芬 "走，带你参观我们的新家！"虽然搬进南京智能汽车产业园已有半年，南京中科创达软件科技有限公司 （以下简称"南京中科创达"）总经理黄飞依然难掩兴奋。 尽管这些轨道线并非主运营线，但在轨道线之上支起巨大"盖板"建设项目并不常见，更何况地下同时横 跨4条地铁轨道线，南京中科创达建设团队自然慎之又慎。 在中国（南京）软件谷管委会的牵线搭桥下，公司从西安请来中铁第一勘察设计院集团有限公司专 家"会诊"。同时，南京地铁专家、市建委负责人、公司规划设计部门等碰头会商6次，通过深入现场反 复勘察、持续优化施工方案，最终形成地铁结构安全保护方案，并报地铁运营单位及政府部门审批。 "地面建筑抬高4米，同时隧道内布设大量监测探头紧盯整个施工过程，只要地铁隧道上浮超过5毫米、 下沉超过10毫米，探头就会发出预警。"李先平称，经过多方论证和严格审查，几个月后，地铁保障方 案审批通过。 2021年1月，南京智能汽车产业园正式开工。2023年底，项目团队修建园区绿化道路时又遭遇新的挑战 ——园区绿化道路紧 ...

Core Viewpoint - The report serves as an independent financial advisory opinion on the 2025 restricted stock incentive plan of Zhongfutong Group Co., Ltd, ensuring compliance with relevant laws and regulations while assessing the plan's feasibility and potential impact on the company's sustainable development and shareholder interests [1][19]. Summary by Sections Independent Financial Advisor's Role - The independent financial advisor, Shanghai Xinguang Yihe Enterprise Management Consulting Co., Ltd, was commissioned to provide an opinion on the incentive plan based on information provided by Zhongfutong, ensuring the accuracy and completeness of the data [1][2]. Basic Assumptions - The report is based on assumptions that current laws and regulations will not change significantly, and that all provided information is accurate and complete [5]. Main Content of the Incentive Plan - The incentive plan involves granting 2 million restricted stocks, representing 0.87% of the company's total share capital of 2,297.43622 million shares. The initial grant will be 1.7 million shares (0.74% of total shares), with 300,000 shares reserved [4][6][20]. Timeframe and Conditions - The plan's effective period is up to 48 months from the grant date, with specific conditions for stock vesting and a prohibition on stock transfer during certain periods [6][9]. Grant Price - The initial grant price for the restricted stocks is set at 7.64 RMB per share, which is above the par value and in line with regulatory requirements [10][11]. Performance Assessment - The performance targets for the incentive plan include net profit benchmarks for the subsidiary Shenzhen Yingboda, with specific targets set for 2025 and 2026 [14][16]. Financial Impact - The implementation of the incentive plan is expected to positively influence the company's sustainable operations and shareholder equity by motivating key personnel and aligning their interests with those of the shareholders [21][22]. Compliance and Feasibility - The plan complies with relevant regulations and has a clear operational framework for approval, granting, and vesting processes, ensuring its feasibility [19][20]. Performance Evaluation System - The performance evaluation system is designed to assess both company-wide and individual performance, ensuring a comprehensive approach to measuring effectiveness [24].

宏观与策略 宏观快评:5 月 PMI 数据解读-关税影响暂时缓解，消费性服务业展现韧 性 宏观周报:高技术制造业宏观周报-国信周频高技术制造业扩散指数走平 宏观周报:宏观经济宏观周报-高频增长指标偏弱，出口链和食品价格回 升 证券研究报告 | 2025年06月03日 | 晨会纪要 | | --- | | 数据日期:2025-05-30 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3347.48 | 10040.62 | 3840.23 | 11333.10 | 2792.50 | 977.02 | | 涨跌幅度（%） | -0.47 | -0.85 | -0.47 | -1.02 | -1.30 | -0.94 | | 成交金额（亿元） | 4433.58 | 6958.19 | 1993.89 | 2590.47 | 3210.41 | 176.32 | $$\overline{{{\overline{{\mathbb{M}}}}}}\co ...

《商道创投网》2025年5月20日从官方获悉：北京犀灵视觉科技有限公司（以下简称"犀灵视觉"）近日完成了由北京盈富泰克创业投资有限公司独家投资的 数千万元Pre-A轮融资。 《商道创投网》创业家会员·单位简介 犀灵视觉成立于2021年，是一家专注于智能视觉传感器芯片研发的高科技企业。公司核心团队成员来自世界知名大学实验室和芯片公司，具备强大的技术研 发实力。其独创的"像素级感存算一体"技术，将感知、存储与计算功能集成于单颗芯片，实现了超低功耗、微秒级延时和边缘AI实时处理能力，产品已广泛 应用于工业自动化、机器人视触觉、无人机导航、AR/VR交互等多个高增长领域。 北京盈富泰克创业投资有限公司相关负责人表示，犀灵视觉的技术路线极具创新性和前瞻性，其"像素级感存算一体"技术突破了传统图像传感器的局限，让 设备从"看见"迈向"看懂并行动"，具有巨大的市场潜力。犀灵视觉的核心团队拥有丰富的行业经验和技术积累，产品已在多个领域实现批量出货，展现出强 大的市场竞争力。盈富泰克对犀灵视觉的技术实力和未来发展前景充满信心，相信其能够在智能视觉领域引领行业变革。 《商道创投网》创投生态圈·本轮投融观点是什么？ 《商道创投网》 ...

Rime 创投日报 | 宁德时代登陆港股，或成年内最大港股 IPO 2025-05-20 Rime 创投日报 | 宁德时代登陆港股，或成年内最 大港股 IPO 原创 来觅研究院 RimeData 来觅数据 2025-05-20 导读：据来觅数据统计，05 月 19 日国内外创投市场合计披露 29 起投融资事件，其中 23 家国内企业， 6 家国外企业，融资总额约 14.73 亿元。揭秘投资数据，尽在 Rime PEVC。立即登录，掌握独家融资案 例、精选项目情报，以及前沿数据分析。洞察市场，领先一步！ 募资事件 拉萨市设立 15 亿元强市母基金 5 月 18 日，拉萨市旅行商大会暨文旅招商引资推介会在拉萨举行。会议表示，拉萨市设立了产业强市投 资母基金和文旅产业投资子基金，用于支持文旅项目的开发、建设和运营，助力企业做大做强。其中，拉 萨市产业强市母基金总规模达 15 亿元，由毅达资本负责管理。该基金是西藏自治区首支政府性产业基金， 也是拉萨市推动产业升级、引育新质生产力、促进区域协调发展的重要战略基金。 请务必阅读正文之后的免责声明 1 / 4 Rime 创投日报 | 宁德时代登陆港股，或成年内最大港股 I ...

Core Viewpoint - The article highlights the proactive measures taken by the Zhengpu Port New District in Ma'anshan, Anhui Province, to support the development of emerging industries such as electronic components and intelligent equipment, creating a favorable environment for the real economy [1][4]. Group 1: Support for Enterprises - Zhengpu Port New District has provided significant support in areas such as factory construction and employee recruitment, ensuring smooth and rapid development for companies [3]. - The district's service center actively addresses enterprise development issues, facilitating timely recruitment of experienced technical workers to meet increasing order demands [3]. - Companies like Anhui Runshi Technology Co., Ltd. have established automated production lines and expect an annual output value to exceed 800 million RMB this year [3]. Group 2: Innovation and R&D Investment - The district's favorable business environment encourages innovation, with companies like Anhui Fuzhijie Technology Co., Ltd. investing 5% to 8% of their annual revenue in technology research and development [3]. - The continuous improvement of R&D capabilities enhances the core competitiveness of these enterprises [3]. Group 3: Problem-Solving Mechanism - The Zhengpu Port New District has implemented a work mechanism focused on enterprise needs, regularly conducting "visits to solve problems" to address urgent issues faced by companies [4]. - The district ensures that enterprise requests are promptly addressed, fostering a responsive and supportive business climate [4].

Group 1: Investment Projects and Trends - In Q1 2025, Guangzhou signed 677 new industrial investment projects with a total expected investment of 227.49 billion yuan, including 422 high-quality projects [1] - The city has seen significant growth in domestic investment, ranking first in total investment and second in growth rate across the province [1] - Major projects in the manufacturing sector, such as a 54.9 billion yuan direct current transmission project and a new automotive technology company, are boosting development confidence [4][5] Group 2: Focus on Emerging Industries - Guangzhou is targeting strategic emerging industries like artificial intelligence and biomanufacturing through "targeted investment," aiming to attract high-tech enterprises [2] - Notable projects include the establishment of the China headquarters for Kasei Rui Biotech and the global headquarters for Micronano Robotics [2] - The digital economy is also expanding, with companies like ByteDance and Alibaba establishing significant operations in the region [2] Group 3: Foreign Investment and Global Engagement - Guangzhou has actively engaged in international investment promotion, hosting multiple delegations to countries like Spain, Japan, and Singapore [6] - The city has been recognized as China's preferred investment destination for eight consecutive years, with a 3.53% year-on-year increase in new foreign investment projects [7] - In Q1, foreign investment in the manufacturing sector reached 4.902 billion yuan, a remarkable increase of 86.8% [7] Group 4: Business Environment and Policy Innovations - Guangzhou has enhanced its business environment by integrating resources and optimizing policies to attract investments [9] - The launch of the "Guangzhou Investment Land Supermarket" allows investors to access real-time information on available land, promoting ease of investment [9] - The city has implemented various measures to streamline project approvals and reduce costs for businesses, addressing common investment challenges [9][10]

Group 1 - The eighth Digital China Construction Summit was held in Fuzhou, focusing on the potential of digital technology to promote high-quality development across various industries in China [1] - The theme of the summit was "25 Years of Progress: New Chapters in Digital China - Intelligent Leadership for High-Quality Development" [1] Group 2 - Inspur Software Group showcased its intelligent fire safety solutions, including the Inspur Starry Model Application Platform and intelligent visual platforms, demonstrating its technological strength and innovative achievements [3] - The company presented a dynamic demonstration of its smart fire safety service cloud platform and individual equipment, illustrating the full process of "fire scene reconnaissance - intelligent early warning - emergency command" [5] Group 3 - The Inspur Starry "Integrated Fire Prevention and Control" solution was launched, addressing traditional fire safety challenges such as monitoring blind spots and slow response times by integrating IoT, big data, and AI technologies [7] - This solution aims to transform fire prevention from passive response to proactive prevention through comprehensive monitoring and risk prediction [7] Group 4 - Looking ahead, Inspur Software Group plans to deepen its "integrator + product manufacturer" development strategy, focusing on the integration of technology research and application scenarios to enhance product innovation and service levels [8] - The company aims to accelerate digital transformation across industries and contribute to the high-quality development of the digital economy [8]