工业和信息化部信息通信发展司司长谢存在7月18日国新办新闻发布会上表示，今年以来，直播、短视 频、云游戏等新兴业务蓬勃发展，数字消费需求持续释放，移动用户上网流量连续6个月实现两位数增 长。(人民财讯) ...

7月15日，上海威尔泰工业自动化股份有限公司（下称"威尔泰"）披露公告称，公司拟以支付现金方式向上海紫江新材料科技 股份有限公司（下称"紫江新材"）的部分股东购买其合计持有的紫江新材51%股份，交易价格为5.46亿元。本次交易构成重大 资产重组，同时构成关联交易。本次交易完成后，紫江新材将成为上市公司控股子公司。 紫江新材此前作为紫江企业的控股子公司，曾多次尝试分拆上市但未果。而紫江企业和威尔泰的实控人均为沈雯，因此，本 次交易也是紫江新材多次IPO未果的情况下，实控人选择卖给旗下另一上市公司，从而实现曲线上市的举动。 01 老牌企业 有望借并购摆脱盈利困境 1992年10月，中国工业正处于蓬勃发展的黄金时期，上海威尔泰工业自动化股份有限公司在上海这片充满机遇与挑战的土地 上应运而生。 从创立之初，威尔泰便将目光坚定地锁定在压力、流量、温度等测量仪表以及调节阀、电动执行机构等控制仪表的研发、生 产与销售领域，同时积极投身自动化工程服务。在那个科技水平尚不算发达的年代，威尔泰凭借着一股对技术钻研的执着劲 儿，在工业自动化仪表领域艰难地开拓出一片属于自己的天地。 创业初期的日子并不好过，资金紧张、技术人才匮乏、市 ...

这项服务上线后，已完成2.2万次AI外呼提醒，引导324位用户及时订购流量包，有效避免了流量超出后 限速或者产生高额流量费的情况，关于流量的争议率下降20%。这种双保险机制既解决短信提醒经常被 忽略的问题，又能让大家安心使用流量服务。 "民有所呼，我必有应。"此次服务升级从客户需求出发，以解决客户问题为目标，通过技术赋能构建主 动服务体系，不仅有效提升了用户满意度，更为行业服务模式创新提供了有益参考。未来，山东联通将 继续以数字化转型为驱动深入落实"总经理办实事"各项任务，主动挖掘客户需求，以技术创新优化服务 策略，不断迭代升级服务模式协助破解民生难题。 在互联网时代，人们越来越离不开网络，用户在看视频、打游戏时，常因未能及时关注流量提醒信息， 导致流量超出套餐额度，进而产生高额通信费用，这成了不少人的烦心事。最近，山东联通积极推 进"总经理办实事"走深走实，创新推出流量"AI语音+短信"的双保险预警提醒服务模式，依托大数据分 析和AI技术，通过多轮次、多场景的精准触达，帮助用户实时掌握流量使用情况，再也不用担心多花 冤枉钱。 现在很多用户虽然能收到流量实时提醒、限速提醒之类的短信，但因没有及时关注，流量越用 ...

Core Viewpoint - This year marks the 100th anniversary of quantum mechanics, with UNESCO declaring it the "International Year of Quantum Science and Technology," highlighting significant advancements in quantum computing, communication, and measurement in China [1] Quantum Computing - Quantum computing is likened to the "engine" of quantum technology, with recent breakthroughs including the release of the superconducting quantum computing prototype "Zuchongzhi No. 3," which outperforms the fastest supercomputers by a factor of one trillion [2] - The transition from basic research to large-scale, practical applications in quantum computing is accelerating, with industries such as finance, aerospace, and pharmaceuticals recognizing its potential [2][3] Quantum Communication - China has achieved significant milestones in quantum direct communication, including a record-breaking communication speed over 100 kilometers and the establishment of a 300-kilometer quantum direct communication network [4] - The successful satellite-based transmission of encrypted image data over a distance of over 12,900 kilometers marks a significant leap towards long-distance secure quantum communication [4] - The emphasis on quantum communication is driven by national support and investment, positioning China strategically in the global quantum information technology landscape [4][5] Quantum Measurement - The release of various quantum sensors, including diamond single-spin sensors and quantum magnetometers, indicates rapid advancements in quantum measurement technology [7] - Applications in medical fields, such as early screening for coronary heart disease, and industrial quality control in lithium battery production are being explored [7] - Despite key breakthroughs, experts note that there is still a considerable gap compared to advanced countries, particularly in foundational theory and market acceptance [7] Strategic Outlook - The development of quantum technology is compared to a marathon, emphasizing the need for sustained strategic determination alongside innovation and leadership [8]

Industry Overview - The omnichannel e-commerce wave is rapidly reshaping the business landscape, with consumer journeys becoming increasingly fragmented and diversified [1] - Brands must deeply integrate shelf e-commerce platforms like Tmall and JD with content e-commerce platforms such as Douyin and Xiaohongshu to build a seamless omnichannel reach system [1] - Professional e-commerce operation service providers with strong resource integration, data insight, and refined operational capabilities are becoming key partners for brands [1] Ranking of E-commerce Operation Companies - The top ten e-commerce operation companies in China for 2025 have been ranked based on comprehensive service capabilities, operational depth, innovative technology application, successful case studies, and customer reputation [3] - Top 5 companies include: 1. Hangzhou Rongqu Media 2. Ruoyu Chen 3. Bicheng E-commerce 4. Youke E-commerce 5. Kaijie E-commerce [5] Company Profiles - **Hangzhou Rongqu Media**: A leader in omnichannel e-commerce operation, focusing on integrated strategies that combine content seeding, influencer networks, live streaming, and refined store operations. It has a deep understanding of content ecosystems and solid operational capabilities on traditional platforms [6] - **Ruoyu Chen**: A major player in beauty, maternal and child care, and health sectors, known for its strong brand incubation and omnichannel management capabilities, especially in high-end brand operations [6] - **Bicheng E-commerce**: Specializes in food, health, and consumer electronics, emphasizing a user-centered operational philosophy with strong data-driven and supply chain collaboration capabilities [6] - **Youke E-commerce**: A benchmark in beauty e-commerce, serving numerous international beauty brands with expertise in full-link digital operations and brand building [6] - **Kaijie E-commerce**: Focuses on fast-moving consumer goods, providing comprehensive e-commerce solutions with a rapid layout in emerging content e-commerce platforms [6][7] Additional Rankings - The remaining top ten companies include: 6. Qingmei Network 7. Fancheng Youpin 8. Qingmu Technology 9. Xingchang Xinda 10. Wangying Technology [8] - These companies represent the highest standards and core strengths of the current e-commerce operation service ecosystem in China, excelling in various platforms and key operational areas [8]

Core Viewpoint - The national market regulatory authorities have intensified efforts to combat illegal advertising to prevent unfair competition and maintain an orderly advertising market, resulting in the investigation of 14,315 illegal advertising cases and fines totaling 101 million yuan by May 2025 [1] Group 1: Case Summaries - Chengdu Chenghua Hanhou Medical Beauty Hospital was fined 409,800 yuan for misleading claims about the efficacy of its medical beauty projects during live e-commerce promotions [2] - Shiyie (Zhengzhou) Network Technology Co., Ltd. was fined 200,000 yuan for false advertising regarding its medical device, claiming it could eliminate pain for three years [3] - Anhui Quankang Pharmaceutical Co., Ltd. was fined 210,000 yuan for misleading advertising about its health food products, claiming production capabilities and experience that were not accurate [4] - Hangzhou Xunyou Trading Co., Ltd. was fined 175,500 yuan for advertising a cosmetic product with misleading claims about its effectiveness in treating skin allergies [5] - Guangzhou Qihuang Medical Culture Media Co., Ltd. was fined 135,000 yuan for promoting ordinary food products with claims of treating various medical conditions [6] - Shanghai Yimo Health Management Co., Ltd. was fined 100,000 yuan for advertising ordinary food products with misleading health claims [7][8] - Qingdao Kemanqi Trading Co., Ltd. was fined 100,000 yuan for fabricating consumer testimonials regarding the effectiveness of its product in treating ailments [9] - Haikou Huaxiatong Logistics Service Co., Ltd. was fined 200,000 yuan for spreading false information about the transportation of new energy vehicles [10] - Jiangxi Tongchuang Xinxin Marketing Planning Co., Ltd. was fined 100,000 yuan for misleading advertising related to a real estate project that was not yet operational [11] - Zhongzhi Wireless (Beijing) Technology Co., Ltd. was fined 100,000 yuan for false advertising regarding mobile data plans [12]

"概念验证"是近年来我国科技界的一个热词，旨在打通科技成果转化的"最初一公里"。上海出台的 《关于进一步深化改革创新 加快科技服务业高质量发展的若干意见》提出：要创新概念验证建设运营 模式，建立市场化运营、风险共担和利益共享机制，强化技术与市场可行性"双验证"功能。 在这一改革进程中，上海科技服务平台机构取得了哪些进展？机构负责人有什么建言？记者近日采 访了国家技术转移东部中心、长三角国家技术创新中心。两家机构都设立了概念验证资金，打造了概念 验证平台，推动科研人员和临床医生的创新成果转化为新质生产力。 "翻译员"接洽资本独当一面 在体系化服务中，技术经理人扮演着重要角色。孙剑峰介绍，上海国际绿色低碳概念验证中心的15 位持证技术经理人来自复旦大学、上海交通大学、同济大学、哥伦比亚大学、爱丁堡大学等名校，专业 背景都是环境科学或绿色低碳技术。经过高级技术经理人培训，他们学会了技术转移服务，成为既懂技 术语言又懂市场语言的"翻译员"。 记者 俞陶然 体系化服务科研概念验证 上海国际绿色低碳概念验证中心由国家技术转移东部中心与复旦大学共建，集聚了35位复旦科研人 员、200余位研究生和科研助理以及15位持证技术经 ...

Core Viewpoint - The "Emergency Mission 2025" exercise aims to enhance emergency rescue capabilities in extreme disaster scenarios, showcasing advanced rescue equipment from XCMG across multiple locations in China [1][3]. Group 1: Emergency Rescue Exercises - The exercise took place simultaneously in Heilongjiang, Daxing'anling, Henan, and Guangdong, with XCMG participating for the fifth consecutive year [1][3]. - XCMG presented over ten sets of advanced emergency rescue equipment, demonstrating its leadership in the Chinese engineering machinery industry [3]. Group 2: Equipment Performance - In the emergency rescue action for road clearing, XCMG's GZ500J loader and ET100D modular walking excavator achieved a perfect score of 100, ranking first among similar products in the industry [4]. - The spider crane, known for its lightweight and intelligent remote control capabilities, was highlighted as an effective auxiliary tool in emergency rescue operations [6]. Group 3: Specific Scenarios - During the forest fire rescue exercise in Daxing'anling, XCMG's ET121 walking excavator participated in water extinguishing drills, while isolation belt robots assisted in creating firebreaks [8]. - In a simulated large storage tank fire scenario, XCMG's JP63/G1 high-reaching fire-fighting vehicle and other equipment formed a "remote firepower network" to ensure effective cooling and protection [11]. - The urban high-rise building fire rescue exercise showcased XCMG's DG101 aerial platform fire truck and JP76/G1 high-reaching fire-fighting vehicle, which effectively controlled the fire and rescued trapped individuals [12][14].

Core Viewpoint - Shenzhen Landong Precision is rapidly advancing in the semiconductor equipment sector, achieving significant milestones in a short time frame, including the establishment of a new manufacturing center and successful funding rounds [1][2]. Company Overview - Founded two years ago, Landong Precision started with just three members and has grown to a team of over 100, with a strong focus on R&D, comprising more than 50% of the workforce [6][7]. - The company specializes in manufacturing critical components for semiconductor equipment, such as Mass Flow Controllers (MFC) and Ultrapure Gas Pressure Controllers (UPC), positioning itself as a competitive domestic supplier [2][6]. Funding and Growth - Landong Precision secured 40 million yuan in angel financing in 2023 and completed an additional 80 million yuan in Series A funding [2]. - The company is set to begin mass production following successful validation of its products by leading wafer and equipment manufacturers [2]. Location and Support - The choice of Shenzhen and specifically Bao'an district is attributed to its advantageous location, proximity to over 200 suppliers, and supportive government initiatives for startups [4][5]. - Bao'an district provides tailored support for returning overseas talent and has established a "亲清政企服务平台" to facilitate resource allocation for companies [4][5]. Industry Recognition - Landong Precision gained recognition in the 11th Bao'an Innovation and Entrepreneurship Competition, winning second place in the high-end equipment manufacturing category, which helped attract attention from investors and industry leaders [7]. - The company aims to become a top domestic supplier of semiconductor components, leveraging its technological capabilities and strategic location [7].

编号：2025—010 | | □特定对象调研 □ 分析师会议 | | --- | --- | | 投资者关系活动 | □ 媒体采访 □业绩说明会 | | 类别 | □ 新闻发布会 √路演活动 | | | □现场参观 | | | □其他 | | 参与单位名称 | 详见附件清单 | | 时间 | 2025 年 6 月 26 日-2025 年 6 月 27 日 | | 地点 | 北京、上海 | | 上市公司接待人 | 副总经理兼董事会秘书：杜祎程 | | 员姓名 | 证券事务代表：刘士岩 | | | 一、公司简要介绍 | | | 公司 2001 年成立，2003 年第一台多导睡眠监测仪上市，2007 | | | 年第一台 年通过 年 CPAP 睡眠呼吸机上市，2008 CE 认证，2012 | | | 通过美国 FDA 认证，2016 年 BMC 新品牌成立，同年呼吸数据管 | | | 年 月 日公司在深交所创业板上市成功。 理云上线，2022 11 1 | | | 公司专注为 OSA、COPD 患者提供全周期（诊断-治疗-慢病 | | 投资者关系活动 | 管理）、多场景（医疗机构-家庭）的整体治疗解决方案，是国 ...