转自：大众报业·齐鲁壹点 齐鲁晚报·齐鲁壹点记者 闫聪 王鑫 王世宇 2016年，沈明在德国户外用品展上的一个发现，再次推动了企业的技术飞跃。"那款防水动力绳让我印象深刻，在潮湿 环境下性能丝毫不减。"回国后，沈明立即组织专项研发。缺乏防水技术积累，就从基础理论研究开始；没有现成配 方，就尝试上百种材料组合。两年后，当吸水率仅为0.9%的防水动力绳问世时（国际标准要求≤5%），鲁普耐特已经 跻身全球前三。 在鲁普耐特集团的四楼展厅，记者见到了那款让企业引以为傲的防水动力绳。看似普通的绳子，背后却蕴含着多项专 利技术。"防水不是简单涂层，而是从纤维改性开始的系统工程。"刘瑞强解释道，传统锦纶绳、带吸水后强度会下降 15%以上，而他们的产品在浸水30小时后仍能保持98%的原始强度。 在山东泰安这片工业热土上，一家专注于绳网科技的企业正以"隐形冠军"的姿态，在全球细分市场中悄然崛起。鲁普 耐特，这个可能不为普通消费者所熟知的名字，却在产业用纺织品领域创造着一个又一个"中国奇迹"。近日，记者走 进这家国家级制造业单项冠军企业，探寻其从跟跑到领跑的背后故事。 从OEM到ODM：一根绳子的全球化突围 "我们最早给国外品牌 ...

Core Viewpoint - The announcement by Giant Star Technology Co., Ltd. regarding a procurement confirmation from a major international retail company signifies a substantial growth opportunity for the company in the electric tools market, particularly in the global supply chain context [1][2]. Group 1: Procurement Details - The order involves a series of 20V cordless lithium battery electric tools and related accessories, with a total procurement amount expected to be no less than $30 million annually, which exceeds 10% of the company's projected revenue from electric tools in 2024 [1]. - This order marks the first electric tool order produced and delivered outside of China since the company began developing its electric tool product line in 2021, specifically for the U.S. market with production and delivery based in Vietnam [1]. Group 2: Global Manufacturing and Supply Chain - The order is seen as recognition of the company's global manufacturing layout, which is expected to enhance revenue share from electric tools and build confidence among global customers regarding the company's Vietnamese production base [2]. - The company has established a comprehensive global production and supply chain management system, with 23 production bases worldwide and strong partnerships with thousands of suppliers [2]. - The Southeast Asia region is highlighted for its abundant labor resources and relatively low costs, which can effectively reduce production costs and expand capacity, allowing the company to seize market opportunities [2]. Group 3: Strategic Implications - The global supply chain is undergoing a structural transformation towards resilience, and the company's overseas supply system is designed to mitigate various operational risks, ensuring stable orders and customer trust [2]. - The globalization of the supply chain enables the company to achieve "customer proximity, rapid delivery, and customized response," transitioning from traditional export models to local service and competition capabilities [2].

一、停复牌 1、仕佳光子：拟以购买光电子基金、刘晓明等5名交易对方合计持有的福可喜玛82.3810%股权；同时 拟向不超过35名特定投资者发行股份募集配套资金；股票复牌。 2、良品铺子：控股股东宁波汉意正在筹划重大事项，该事项可能导致公司控制权发生变更，股票停 牌。 三、业绩变动 1、国盛金控：预计上半年净利润1.5亿元-2.2亿元，同比增长236.85%-394.05%，经纪业务、投行业务业 绩同比有较好提升。 2、赛力斯：预计上半年净利润为27亿元到32亿元，同比上升66.20%到96.98%，公司二季度销量较一季 度相比有较大幅度的增长。 3、秦安股份：拟通购买亦高光电99%股权并募集配套资金，股票复牌。 二、投资合作、经营状况 1、巨星科技：取得来自某国际大型零售业公司的采购确认，采购标的为20V无绳锂电池电动工具系列 和相关零配件，预计订单整体采购金额为每年不少于3000万美元，超过公司2024年电动工具产品收入的 10%。 2、国星光电：拟定增募资不超过9.8亿元，用于"超高清显示Mini/Micro LED及显示模组产品生产建设 项目"等。 3、江丰电子：拟定增募资不超过19.5亿元，用于年产5 ...

巨星科技（002444）公告，公司近日取得某国际大型零售业公司G公司的采购确认，采购标的为20V无 绳锂电池电动工具系列和相关零配件，采购范围为全球数千家门店的未来三年全部该系列电动工具和零 配件产品的销售和服务，采购订单特别要求针对美国市场产品的生产和交付地为越南。预计订单整体采 购金额为每年不少于3000万美元，超过公司2024年电动工具产品收入的10%。截至本公告披露日，确认 已经生效，产品将于2025年下半年开始交付客户。预计2025年相关产品收入不超过2000万美元。 ...

Group 1: Economic Development - The districts have reported significant economic growth, with the GDP of Tie Dong District increasing from 28.5 billion to 41.5 billion from 2022 to 2023, and a growth rate of 6.1% in Q1 of this year [4][6] - Tie Xi District achieved an average GDP growth rate of 5.1% and a fixed asset investment growth rate of 32.9% since the implementation of the three-year action plan [13] - Li Shan District's GDP has consistently ranked among the top three in the city, with significant contributions from industrial enterprises and a focus on modernized industrial systems [18][19] Group 2: Infrastructure and Urban Development - Tie Dong District has initiated a "2024 Idle Asset Activation Year" campaign, successfully revitalizing 30 large-scale idle buildings and generating effective investments of 10.4 billion [7] - Tie Xi District has invested in urban renewal projects, improving infrastructure and enhancing the living environment, including the completion of 34 urban renewal projects [21] - Qian Shan District has completed major infrastructure projects, including the construction of power stations and road lighting, contributing to a more vibrant urban landscape [26] Group 3: Social Welfare and Employment - Tie Dong District has created over 17,531 new urban jobs, maintaining a dynamic zero-employment family status [10] - Tie Xi District has allocated over 80% of its financial resources to social welfare, ensuring stable employment and effective social assistance for 46,000 disadvantaged individuals [17] - Qian Shan District has focused on education and employment, investing over 44.2 million in educational infrastructure and hiring top graduates to improve teaching quality [29] Group 4: Business Environment and Investment - Tie Dong District has implemented a comprehensive investment attraction plan, resulting in 151 signed projects with a 54% investment conversion rate [5][6] - Tie Xi District has streamlined administrative processes, achieving a significant increase in new market entities and facilitating the establishment of major projects [14] - Qian Shan District has improved project approval processes, enabling rapid project initiation and enhancing the overall business environment [25] Group 5: Environmental and Community Development - Tie Dong District has invested in rural infrastructure, improving living conditions for residents and enhancing community services [11] - Tie Xi District has focused on urban greening and environmental protection, achieving significant improvements in air quality and urban aesthetics [21] - Qian Shan District has prioritized rural revitalization, ensuring food security and promoting local agricultural products [28]

Core Insights - The domestic pet economy has seen significant growth, with 4.474 million related enterprises existing as of April this year, a threefold increase from 2021, and over 77% of these companies established within the last three years [1] - The overseas market is becoming increasingly competitive, particularly in high-value markets like Europe and the US, leading to a downward trend in product prices [1] - Companies are focusing on building brand awareness and user reputation as a long-term strategy to remain competitive in the market [1] Industry Trends - The pet products sector includes various categories such as leashes, cleaning supplies, bedding, feeding utensils, clothing, and toys [2] - Companies are categorized into two main types for overseas expansion: supply chain enterprises that manufacture products for major retailers and new consumer brands that focus on brand building [2][3] - Supply chain companies like Tianyuan Pet have adopted a strategy of participating in international exhibitions and acquiring foreign brands to enhance their market presence [2] Market Dynamics - New consumer brands are targeting Southeast Asia for initial expansion due to its rapid growth and lack of dominant players, allowing them to gain a first-mover advantage [3] - Intense competition has led to price compression in the pet products market, prompting companies to innovate with "AI+" smart pet products to differentiate themselves [3][4] - The global smart pet products market reached $4.2 billion in sales by 2023, with significant price competition emerging as many similar products enter the market [4] Consumer Behavior - The acceptance of smart pet products in overseas markets is currently limited due to product maturity, necessitating ongoing investment and product iteration [5] - Establishing brand awareness in the pet products sector is challenging, as consumer purchasing decisions are often influenced by product effectiveness and perceived value [6] - Companies are encouraged to create standout products to build a positive reputation and gradually establish brand identity, similar to strategies used in the baby products sector [7]

灵巧手深度汇报：百花齐放，持续进步 20250706 摘要 人形机器人板块虽情绪回调，但产业趋势持续。量产延迟是影响因素， 但研发未停滞。"手眼脑加场景"逻辑是关键，灵巧手、视觉模组等功 能模组的技术瓶颈是价值跃迁点。 灵巧手是人形机器人关键部件，需不断迭代优化。泛化抓取能力成功率 仍较低（约 80%），视觉模组存在 3D 图像处理等技术瓶颈。纺织、巡 检、搬运等领域或率先实现批量化落地。 国内灵巧手技术方案多样，包括微型丝杠控制、涡轮涡杆、腱绳传动和 超仿生设计。特斯拉采用腱绳方案，引领国内厂商机械设计变革，追求 轻量化、低价高性能电机。 国内微型电机制造取得进展，空心杯电机小型化，无刷永磁槽电机降本 优势显现。空心杯电机与无刷有齿槽电机各有优劣，未来混用或成主流， 兼顾控制灵敏性和空间利用率。 传动模组技术百花齐放，微型丝杠因高精度和大驱动力成为关键。微型 丝杠制造工艺仍有难点，但随着需求推动，预计迎来更多发展机会。腱 绳方案在多自由度灵巧手中优势显著，但材料蠕变问题待解。 Q&A 为什么选择灵巧手作为本周的专题分享？ 本周华南一家头部灵巧手厂商召开了线下会议，发布了两款新的灵巧手产品。 这些产品在硬件层 ...

Core Points - Xianyang, with a history of over 2000 years, is recognized as a historical and cultural city in China, featuring the ancient Xianyang Old Street that blends historical architecture with modern elements and local cuisine [1][3][4] - The Old Street, established over 600 years ago, serves as a connection between Xianyang's rich history and its contemporary urban life, attracting both locals and tourists [4][6] Summary by Categories Historical Significance - Xianyang was chosen as the capital by the Qin Dynasty over 2000 years ago, making it one of the oldest capitals in China [3] - The Old Street is a historical site that showcases ancient architecture, including the Wen Temple and Phoenix Terrace, alongside modern attractions [1][4] Cultural and Culinary Aspects - The Old Street features popular local dishes such as Guokui Yazi, a unique snack made from crescent-shaped flatbreads filled with marinated meat, which is a signature dish of Xianyang [9] - Recent culinary innovations include dishes inspired by popular culture, such as Lychee Grilled Meat, which combines sweet lychee with grilled meat to enhance flavor [11] - The local noodle dish is characterized by its thick and chewy texture, often served with garlic, chili, and hot oil, reflecting the region's culinary traditions [12] Tourism and Economic Impact - The Xianyang Old Street has seen a surge in tourism, with over 400,000 visitors recorded in a recent week, highlighting its popularity as a tourist destination [14] - Cultural performances and events, such as the "Into Xianyang, Dream of the Great Qin" parade, attract visitors and enhance the cultural experience [7][17]

央视网消息：在云南西双版纳，夜游植物园看萤火虫、逛星光夜市等特色项目十分火热，为游客的夜生活带来更多选择。 当夜幕降临后，中国科学院西双版纳热带植物园便会迎来一场自然奇观——萤火虫"派对"。林间草丛中萤光闪烁，宛如流动的星河，为游客带 来别具一格的夏夜"星光"体验。 为了满足公众对科学知识的需求，植物园还推出了可以识别物种的小程序，游客用手机上传自己夜游时遇见的各类动植物照片，就能得到物种 的详细信息。 在西双版纳的星光夜市，入夜后也是灯火璀璨、人头攒动，特色手工艺品琳琅满目。 从白天到夜晚 景点新玩法让游客"留下来" 夜幕降临，游客在绵延10公里的游船线路上，就能观赏宋词乐舞、古风舞蹈、杂技等多种表演。夜游项目让游客从"到此一游"转变为"住下 来、细细品"，超过32%的游客选择在开封过夜。 体验感同样为自然景区注入新活力。在河北白石山，游客登上海拔1900米的悬崖，近距离感受壮丽云海和嶙峋奇峰。刚投入使用的悬崖大荡 绳、云中飞索等体验项目，让自然景观化身探险乐园，游客平均停留时间从原来的几小时延长至一天以上，景区还专门推出夜游项目。 去哪儿旅行统计显示，游客从"走马观花"向"深度体验"的转变，带动多地景区体 ...

首先是最高的韩国，反倾销税率高达103.1%，株式会社POSCO一家例外，只有23.1%，它特殊的原因在自身足够努力，曾请求调查机关考虑自己提出的价 格，经过缜密的调查和评估后，官方证实其提出的价格可以消除国内产业遭受的危害，欧盟和英国居中，税率都是43%，印度尼西亚最低，只有20.2%。 "贸易保护主义"在西方率先开头，他们打着保护本土企业的由头，有些却连实质性的证据都拿不出，中方是在经过仔细调查后才决定出手，还直接表态，若 涉事国不满决定，可以走程序申请复议，也可以提出诉讼，言下之意，你若有充足的理由证明不合理，中方不排除会更改决定，中方的坦荡更证被制裁方行 为的上不得台面，尤其欧盟，近期的麻烦事是真多。 对30国征收反倾销税，最高税率高达103.1%，中方这波出手堪称快准狠，目的就是为了防止中方相关产业再遭损坏，期限定在5年，欧盟很苦恼，与美国的 关税谈判还没有个结果，又从中方收到噩耗，特朗普为避开反倾销税而沾沾自喜，殊不知，属于美国的那份苦果已悄然而至。 被征收反倾销税的30个国家，分别是欧盟27国、英国、韩国和印度尼西亚，因为在不锈钢钢坯和不锈钢热轧板/卷存在倾销行为，中方决定自2025年7月1日 ...