证券简称：牧原股份 证券代码：002714 债券简称：牧原转债 债券代码：127045 牧原食品股份有限公司 （草案）摘要 声 明 牧原食品股份有限公司（以下简称"本公司"）董事会及全体董事保证本持股 计划内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、 准确性和完整性承担个别及连带责任。 风险提示 一、本持股计划需公司股东大会审议通过后方可实施，本持股计划能否获 得公司股东大会批准，存在不确定性。 二、本持股计划设立后将由公司自行管理，但能否达到计划规模、目标存 在不确定性。 三、有关本持股计划具体的资金来源、出资金额、预计规模和具体实施方 案等属初步结果，能否完成实施，存在不确定性。 四、若员工出资额较低，则本持股计划存在不能成立的风险；若员工出资 额不足，本持股计划存在低于预计规模的风险。 五、公司后续将根据规定披露相关进展情况，敬请广大投资者谨慎决策， 注意投资风险。 特别提示 一、为进一步完善和深化干部队伍的长期激励机制，提高员工的凝聚力和 公司竞争力，促进本公司长期、持续、健康发展，基于"自愿参与、依法合规、 长期服务、利益共享、风险自担"的原则，设立牧原食品股份有限公司 20 ...

Group 1 - The article highlights the increasing risks associated with AI technology, particularly in identity fraud and privacy breaches, emphasizing the need for personal information protection [1][2] - It provides practical guidelines for identifying and preventing AI-generated fraud, including action verification methods and voice detail analysis [2] - The importance of multi-channel identity verification is stressed, especially in sensitive transactions, to avoid falling victim to scams [2] Group 2 - The article discusses the risks posed by smart devices, such as cameras and speakers, which can become gateways for privacy breaches [3][4] - Recommendations include choosing reputable brands, using physical switches for security, setting strong passwords, and minimizing app permissions [4] - The article emphasizes the need for regular management and updates of smart device settings to enhance security [4] Group 3 - The police urge individuals to enhance their awareness of personal information security as the first line of defense [5] - In cases of suspected information leaks or fraud, it is advised to retain evidence and report to authorities promptly [5] - The article calls for collaboration between the police and the public to create a safer online environment [6]

资料显示，洪恩公司是中国领先的科技益智产品企业。公司致力于让家长育儿更轻松,孩子成长更快 乐。受益于20余年的亲子行业经验、卓越的原创内容、先进的科技创新以及前沿研发实力的深厚积累, 洪恩为家长提供高效的亲子陪伴资源并通过独特、有趣的互动式产品体验,激发孩子们天然的好奇心与 探索欲。 洪恩经过创新研发的高品质、多种类的产品,包含自主互动App、互动内容和智能设备等,覆盖多样化的 主题内容,培养孩子们的语言力、逻辑力、阅读力与创造力以及对中国传统文化的自然兴趣。凭借在3D 引擎、AI/AR互动和儿童行为及心理的大数据分析方面所积累的独特先进的技术实力,洪恩将持续以高品 质的科技益智产品,为中国和全世界的家长们提供高效、轻松、优质的育儿体验,为孩子们开启既卓有成 效又充满乐趣的美好成长旅程。 本文源自：金融界 作者：行情君 8月13日，洪恩(IH)盘中上涨2.51%，截至21:52，报2.86美元/股，成交6434.0美元，总市值1.47亿美元。 财务数据显示，截至2025年03月31日，洪恩收入总额2.1亿人民币，同比减少10.45%；归母净利润 2651.8万人民币，同比增长18.9%。 大事提醒： 9月26 ...

8月12日，洪恩(IH)开盘上涨2.66%，截至21:34，报2.7美元/股，成交8988.0美元，总市值1.39亿美元。 财务数据显示，截至2025年03月31日，洪恩收入总额2.1亿人民币，同比减少10.45%；归母净利润 2651.8万人民币，同比增长18.9%。 大事提醒： 9月26日，洪恩将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间，实际 披露日期以公司公告为准）。 资料显示，洪恩公司是中国领先的科技益智产品企业。公司致力于让家长育儿更轻松,孩子成长更快 乐。受益于20余年的亲子行业经验、卓越的原创内容、先进的科技创新以及前沿研发实力的深厚积累, 洪恩为家长提供高效的亲子陪伴资源并通过独特、有趣的互动式产品体验,激发孩子们天然的好奇心与 探索欲。 洪恩经过创新研发的高品质、多种类的产品,包含自主互动App、互动内容和智能设备等,覆盖多样化的 主题内容,培养孩子们的语言力、逻辑力、阅读力与创造力以及对中国传统文化的自然兴趣。凭借在3D 引擎、AI/AR互动和儿童行为及心理的大数据分析方面所积累的独特先进的技术实力,洪恩将持续以高品 质的科技益智产品,为中国和全世界的家长们 ...

（文章来源：证券日报） 证券日报网讯山东矿机8月8日在互动平台回答投资者提问时表示，公司高度重视新型工业化发展趋势， 专注于为矿业（煤矿）、基础设施建设等领域提供全面的解决方案，持续投入研发并推进生产线自动化 改造，实现"机器代人"，主动迎合工业物联网模式，为客户提供智能设备，实现智能检测，助力客户提 升生产安全性、降本增效。 ...

Core Viewpoint - The company emphasizes its commitment to new industrialization trends by providing comprehensive solutions for mining and infrastructure construction, focusing on automation and smart equipment to enhance production safety and efficiency [1] Group 1: Company Strategy - The company is dedicated to the development of new industrialization, particularly in the mining (coal) and infrastructure sectors [1] - Continuous investment in research and development is a priority for the company to advance automation in production lines [1] Group 2: Product Offerings - The company aims to implement "machine replaces human" strategies, aligning with the industrial Internet of Things (IoT) model [1] - Smart devices are being developed to provide intelligent detection, which assists clients in improving production safety and reducing costs [1]

Core Viewpoint - The report from Credit Lyonnais indicates that Lenovo Group is expected to achieve a profit of $480 million for the first fiscal quarter ending in June, which is 47% higher than the market expectation of $326 million [1] Financial Performance - The non-GAAP net profit, excluding the impact of convertible bonds and warrants, is projected to be $400 million, an 11% increase from previous forecasts [1] - The GAAP earnings estimates for fiscal year 2026 have been raised by 13% to $1.687 billion, while non-GAAP earnings estimates have been increased by 4% to $1.729 billion [1] - The GAAP earnings estimates for fiscal years 2027 and 2028 have also been adjusted upward by 9% [1] Business Segment Performance - The Intelligent Devices Group (IDG) revenue is expected to increase by 14% quarter-over-quarter, driven by demand in the U.S. market [1] Target Price and Rating - The target price for Lenovo has been raised from HKD 11 to HKD 12, with a reaffirmation of the "outperform" rating [1]

Core Insights - The latest Fortune Global 500 list highlights Lenovo Group's impressive performance, ranking it among the top 5 companies in China for Return on Equity (ROE), showcasing its robust strength as a technology giant and providing important reference for investors [1][2] Group 1: ROE Significance - ROE is a key indicator of a company's profitability, calculated by dividing net profit by average net assets, reflecting the efficiency of generating profits for shareholders [1] - High ROE typically indicates strong profitability and efficient capital management, while low ROE may suggest operational inefficiencies or competitive pressures [1] - Warren Buffett emphasizes the importance of ROE, stating that it reveals how well a company optimizes its capital structure and can accelerate growth through reinvestment [1][2] Group 2: Global ROE Rankings - Cencora leads the global ROE rankings with over 233%, followed by Home Depot at approximately 223%, with Apple and AbbVie in third and fourth place respectively [2] - Pinduoduo ranks 25th globally with over 36% ROE, being the only Chinese company in the top 50 [2] - Other notable Chinese companies in the top 10 for ROE include TSMC, Quanta Computer, Zijin Mining, Lenovo, BYD, Meituan, CATL, Tencent, and Chery [2] Group 3: Lenovo's Performance - Lenovo Group ranks 196th in the 2025 Fortune Global 500, a significant improvement of 52 places from the previous year, marking its highest ranking in three years [3] - The company's revenue reached 498.5 billion RMB, achieving a strong year-on-year growth of 21%, with all global regions reporting double-digit growth [3] - Lenovo's rise is attributed to its strong performance in the 2024/25 fiscal year and its commitment to innovation, particularly in AI and high-performance computing [3]

Core Insights - The new ranking of emerging first-tier cities in China reveals a shift in urban development dynamics, highlighting intense competition and transformation among cities [1][2] - Wuhan's rise to fourth place, surpassing Suzhou, is a significant highlight, driven by strong advancements in technology innovation and industrial upgrades [1][2] Group 1: Economic Performance - Wuhan's GDP exceeded 2.1 trillion yuan in 2024, with high-tech industry output growth surpassing 15% for three consecutive years [1] - Suzhou maintains a GDP of 2.67 trillion yuan but faces a 7.8% decline in import and export volume due to a sluggish global consumer electronics market [2] - Nanjing, the only city in the top ten not to exceed 2 trillion yuan in GDP, is focusing on future industries like third-generation semiconductors and gene technology [2] Group 2: Industrial Development - Wuhan has seen the emergence of ten hundred-billion-level enterprises in sectors like optoelectronics and biomedicine, with significant contributions from companies like Yangtze Memory Technologies [1] - The manufacturing city of Foshan has successfully transformed its traditional industries, achieving an industrial output value exceeding 3 trillion yuan, with a 22% growth in smart equipment industry clusters [2] - Nanjing's strategic focus on cultivating new industries is evident, but its current strategic emerging industry proportion of 28.9% lags behind Wuhan's 35.6% [2] Group 3: Urban Transformation - The rankings reflect the differentiated development of new first-tier cities, with Chengdu's consumer vitality, Hangzhou's digital economy, and Foshan's manufacturing transformation being notable examples [2][5] - The ongoing urban evolution and industrial revolution in China are characterized by unprecedented vitality, indicating a robust process of new-type urbanization [5]

Core Viewpoint - China is experiencing one of the fastest population aging processes globally, with the elderly population expected to exceed 300 million by 2024, accounting for approximately 22% of the total population, and projected to reach 402 million by 2040 [3][6]. Group 1: Aging Population Statistics - By the end of 2019, the elderly population (aged 60 and above) in China reached 254 million, with an annual growth rate of 3.7%, significantly higher than the global average [3][6]. - The proportion of individuals aged 65 and above in China reached 14.2% in 2021, doubling in just 21 years, while developed countries typically take around 50 years to achieve the same [9][12]. - By 2050, the population aged 65 and above is expected to reach 395 million, surpassing the current population of the United States [9]. Group 2: Health Challenges - Approximately 75% of elderly individuals suffer from chronic diseases such as cardiovascular diseases, diabetes, and hypertension, with an average of 2.3 chronic conditions per elderly person [6][11]. - The prevalence of Alzheimer's disease and other dementias reached 17 million in 2021, with osteoporosis patients nearing 100 million [12][23]. - Cardiovascular diseases are the leading cause of death among both urban and rural residents, accounting for nearly 49% of deaths in rural areas and 47% in urban areas [14][16]. Group 3: Healthcare System Challenges - There is a significant shortage of specialized geriatric healthcare professionals, with only 59,000 geriatricians available for a population of 300 million elderly individuals [29]. - The detection and diagnosis rates for elderly diseases are insufficient, with many potential diseases going undetected due to a lack of early screening mechanisms [29]. - Rural areas face more severe chronic disease issues due to limited medical resources and lower rates of regular health check-ups [29]. Group 4: Need for Integrated Health Systems - There is an urgent need to establish an integrated prevention, diagnosis, and rehabilitation system for elderly diseases to address the challenges posed by an aging population [26][28]. - The construction of a resilient health system is essential to ensure equitable access to healthcare services across urban and rural areas, addressing the disparities in healthcare resource distribution [37].