近日，耕读兴侬（武汉）科技有限公司总经理彭达从山东回到武汉，额头渗出汗珠，眼中却藏 不住笑意："我们的菱角生产基地'走'得更远了，现在到山东济宁微山湖一带落地了。" 在江夏区，今年新流转的4000亩农田正等待彭达和他的"95后"创业团队持续耕耘。毕业于华中 农业大学的硕士彭达和团队一道，从武汉大学生"英雄杯"创新创业大赛出发，用一颗菱角撬动了大 产业，在"楚材聚汉 共建支点"的政策支持下，探索因地制宜发展农业新质生产力的新路径，公司 年销售额超过7000万元，全产业链带动1.1万余人就业，书写着属于新时代青年大学生的奋斗故事。 楚材聚汉政策给力 扩产线拓出产业新图景 撕开一袋真空包装的湖北粉藕入锅，用文火煮上十来分钟，特有的藕香弥漫扑鼻；用木筷轻轻 夹起，晶莹的拉丝缠绵不绝；咬下的瞬间，粉糯的口感与馥郁的香气在舌尖停留。 这是耕读兴侬公司今年主推的一款湖北藕汤产品，可以直接投入汤料中，制作方便快捷，市场 反响不错。 参加武汉大学生"英雄杯"创新创业大赛获奖后，彭达团队在全国打开了知名度。"特别是今年， 良好的创新创业环境让我们敢闯敢试。从创业资金到办公场所，企业获得真金白银的支持。"刚到而 立之年的彭达信心满 ...

Market Overview - On July 8, the Shanghai Composite Index rose by 0.7%, the CSI 300 increased by 0.84%, the STAR 50 climbed by 1.4%, the CSI 1000 went up by 1.27%, the ChiNext Index surged by 2.39%, and the Hang Seng Index gained 1.09% [4] - The best-performing sectors on July 8 were telecommunications (+2.89%), electric power equipment (+2.3%), electronics (+2.27%), building materials (+2.12%), and media (+1.73%). The worst-performing sectors included utilities (-0.37%), banking (-0.24%), household appliances (+0.21%), transportation (+0.22%), and pharmaceuticals (+0.31%) [4] - The total trading volume for the A-share market on July 8 was 1,474.6 billion yuan, with a net inflow of 387 million Hong Kong dollars from southbound funds [4] Key Recommendations - The report highlights New Asia Electronics (605277) as a core supplier for Amphenol, with potential to enter the external wire market, which may enhance its valuation [5] - The recommendation logic is based on the company's collaboration with Amphenol to develop new technology that reduces reliance on imported equipment/materials, offering better cost-performance and product quality [5] - The company’s new technology has already been mass-produced in PCIe and is expected to be applied in 448G and PCIe 7.0, with potential entry into the 224G/448G market [5] Financial Projections - Revenue forecasts for New Asia Electronics from 2025 to 2027 are 4,023 million yuan, 4,742 million yuan, and 5,736 million yuan, with growth rates of 13.92%, 17.88%, and 20.96% respectively [5] - The projected net profit attributable to shareholders for the same period is 181 million yuan, 229 million yuan, and 338 million yuan, with growth rates of 18.41%, 26.43%, and 47.68% respectively [5] - Earnings per share are expected to be 0.56 yuan, 0.71 yuan, and 1.04 yuan, with price-to-earnings ratios of 37, 29, and 20 times [5]

2025年连平县市场监督管理局食品抽检信息公示（第二期） 根据规定，现将2025年连平县市场监督管理局食品抽检信息列表（第二期）予以公示。 食品安全消费提示：连平县市场监督管理局提醒您应当在正规可靠渠道购买所需食品并保存相应购物凭证，要看清外包装上的相关标识，如生产日期、保质 期、生产者名称和地址、成分或配料表、食品生产许可证编号等标识是否齐全；不要购买无厂名、厂址、生产日期和保质期的产品，不要购买超过保质期的 产品；不要购买公示清单中所列批次的不合格产品。欢迎广大消费者积极参与食品安全监督，关注食品安全抽检信息公布，如在市场上发现本次公布信息中 所涉及相关批次的不合格食品，请及时拨打投诉举报电话12345。 连平县市场监督管理局 | 34 | XBJ25441623617232304 | / | / | 2025- | / | / | 流 | 河源 | 食用 | 胡萝卜 | 胡萝卜 | 连平县 | 连平县 | 合 | 监 | 广 | 05-23 | 通 | 市连 | 农产 | 忠信镇 | 忠信镇 | 格 | 督 | 东 | | | | | | | | --- | --- | --- | --- | --- ...

证券研究报告 | 2025年07月07日 | 晨会纪要 | | --- | | 数据日期:2025-07-04 | 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） | 3472.31 | 10508.76 | 3982.20 | 11940.08 | 3009.77 | 984.80 | | 涨跌幅度（%） | 0.32 | -0.24 | 0.35 | -0.32 | -0.70 | -0.01 | | 成交金额（亿元） | 5672.41 | 8613.03 | 2905.12 | 3087.45 | 4204.51 | 245.24 | $\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\frac{\pi^{*}}{2\pi}$$\fr ...

Investment Rating - The report maintains an "Outperform" rating for the communication industry [5] Core Insights - The global computing infrastructure remains highly prosperous, with a continued positive outlook on computing directions. The global server market is expected to reach $366 billion in 2025, growing by 44.6% year-on-year. The market for GPU-equipped servers is projected to grow by 46.7%, nearly accounting for half of the overall market [12][19][22] - The deployment of NVIDIA's GB300 AI systems has begun, indicating sustained growth in the global AI landscape. CoreWeave and Dell Technologies announced the launch of the first batch of GB300 NVL72 AI systems, which are equipped with advanced GPUs and CPUs to meet increasing AI computing demands [23][24] - China Mobile's procurement of AI servers worth 3.2 billion yuan marks a significant acceleration in AI inference computing infrastructure development, highlighting the urgency for operators to enhance AI application capabilities [35][40] Summary by Sections Industry News Tracking - The global computing infrastructure is expected to maintain high prosperity, with a focus on computing directions. The global server market is projected to reach $366 billion in 2025, with a year-on-year growth of 44.6% [12][19] - The Chinese GenAI IaaS market is anticipated to grow by 165% year-on-year in the second half of 2024, reaching 8.74 billion yuan, marking a significant share in the overall AI IaaS market [16][22] Market Performance Review - The communication index fell by 0.10% this week, while the Shanghai and Shenzhen 300 index rose by 1.54%, resulting in a relative return of -1.64%, ranking 26th among primary industries [3][48] Investment Recommendations - Focus on AI computing infrastructure across various segments, particularly in optical devices and copper connection industries, which are expected to benefit from the global AI development [4][55] - Long-term investment in the three major telecom operators is recommended due to their stable operations and increasing dividend ratios, with a cumulative revenue of 748.8 billion yuan in the first five months of the year, reflecting a 1.4% year-on-year growth [4][55]

中新网北京7月6日电（记者 上官云）一眨眼，小暑节气将到了。在酷热难耐的夏天，无论"食新"还 是"吃藕"，许多民俗都体现了"顺应天时"的古老智慧。 北京大学中文系教授王娟说，小暑来临，往往意味着"三伏"近在眼前。在民间，"吃饺子"并不是小暑特 定的、普遍性的习俗，"头伏吃饺子"的说法流传更为广泛一些。 她同时提到，严格来说，晒衣服、晒书画其实也不能算是小暑的特定民俗，过了梅雨季节之后，太阳出 来了，光照比较强，人们晾晒物品，以达到防霉防蛀的目的。 哪个时段更热？ "节到小暑进伏天，天变无常雨连绵"。王娟说，此时万物都在生长期，没有太多重要的农事活动，很多 民俗活动都是围绕"避暑"或是"食补"来进行。 "吃伏羊"的民俗在很早之前就出现了。她解释，"伏天"地气上涨，湿热之气升腾，古人认为羊肉属于温 补之物，喝点羊汤、吃些羊肉，反而可以补充身体的阳气。 另外，还有一种说法称，吃饺子也是小暑期间的习俗。王娟说，这种民俗确实在个别地方有，但流传更 为广泛的是"头伏吃饺子"，此时吃饺子起到了开胃、补阳气等作用。 从字面意思来看，"暑"有炎热的意思，"小暑"意味着此时还不算特别热。不过，王娟说，它的到来往往 意味着湿热难耐 ...

Core Viewpoint - Hubei Jianli Grain Wine Co., Ltd. has been fined 28,000 yuan for multiple violations of food safety regulations, including the use of expired geographical indications and misleading labeling on its products [1][4]. Company Information - Hubei Jianli Grain Wine Co., Ltd. was established on September 11, 2002, with a registered capital of 80 million yuan. The legal representative is Cai Jun, and the company is located in the Dong Industrial Park of Jianli County [4][2]. - The company is classified under the food production industry, specifically in the manufacturing of alcoholic beverages [2][4]. Regulatory Actions - The administrative penalty was issued by the Jianli Market Supervision Administration on June 30, 2025, due to violations of the Food Safety Law [1][8]. - The company was found to have produced nine types of liquor products with various labeling issues, including the use of expired geographical indications and false quality grade markings [4][6]. Violations and Penalties - The violations include: 1. Use of expired geographical indications on products sold from 2016 to 2024. 2. Misleading labeling, such as using outdated quality marks and failing to provide essential product information [4][6]. - The total fine of 28,000 yuan includes: - 8,000 yuan for barcode violations. - 20,000 yuan for labeling that does not meet national food safety standards [4][8]. Product Details - Specific products involved in the violations include: 1. "Jianli Grain Wine" (50% vol, 450ml) - 764 units sold. 2. "Jianli Grain Wine" (42% vol, 450ml) - 482 units sold. 3. "Chudu" fragrant liquor (42% vol, 1.5L) - used incorrect barcode. 4. Other products with issues related to labeling and expired patents [6][8].

从业10年间，居向东经历企业从单一的大虾养殖发展成国家特种水产品加工制品冷链物流综合 体。"没有金融支持，很难想象企业发展这么快。"居向东感慨道，高邮农商行创新推出"养殖贷""产业 贷"，为当地740户虾农投放7950万元专属贷款，提供担保和信用贷款风险补偿基金，企业几乎"零本 金"创业，如今全产业链产值达上亿规模。 今年3月，江苏宏信超市连锁股份有限公司在港交所挂牌上市。这家扬州小店"闷声干大事"，在零 售圈和资本市场造成轰动。在公司物流基地，配送给门店的百货整齐有序，运送车辆来回穿梭。"企业 发展的每一步都需要金融支持，江都区政府和龙川控股'陪跑'上市就用了7年。"总经理张佳安回忆起上 市历程："零费率的'小微贷'、低费率的'扬创贷'等诸多普惠金融政策，让企业'关关难过关关过'。现在 不少品牌商场登门邀约合作，企业正在加快打造智慧零售新生态。" 走进江苏智绿充电科技有限公司，生产车间智能化生产线一片繁忙，加紧组装的充电柜充电桩将发 往全国。"作为扬州'613'产业集群新能源产业链企业，5个工作日配齐1000万元'专精特新贷'让我们出海 开拓市场底气更足。"公司负责人告诉记者，企业加紧拓展海外市场，在手订单 ...

Group 1 - New Asia Electronics (605277) has seen a strong performance in the stock market, reaching a limit-up price of 18.46 yuan per share [1] - The company has developed a new high-speed copper cable manufacturing technology called "lotus core high-speed wire" in collaboration with Amphenol, which has received patent authorization and is now in mass production [1][2] - The lotus core structure technology allows for the production of high-quality, high-performance high-speed copper cables without the need for imported fluoropolymer foaming equipment, addressing limitations in the current manufacturing process [1][2] Group 2 - The demand for high-speed copper cables is increasing rapidly due to the growth of data centers, and the lotus core structure is expected to become a mainstream technology solution beyond traditional foaming methods [2] - New Asia Electronics was established in 1987 and focuses on the research and manufacturing of electronic cables, with a diverse product range including precision electronics, communication optical cables, and cables for electric vehicles [3] - The company has obtained a total of 31 authorized invention patents and 164 utility model patents, serving well-known clients such as Hisense, Gree, Midea, BYD, Dell, and HP [3]

长江商报记者 李璟 汪静 发自 湖北咸宁 在广袤的荆楚大地上，在领头雁章龙的带领下，越来越多的荆楚优质农产品正在跃跃欲试，从田间地头 奔向全国各地老百姓的餐桌。 嘉鱼野藕晶莹如玉、红安苕粉顺滑如瀑、咸宁黄精药香馥郁……6月28日，在湖北咸宁职业技术学院学 生活动中心，60余家农业企业和农民专业合作社携300余款特色农产品集中亮相，组成了一场荆楚风味 的盛宴。 当天，由湖北省农民合作社办公室主办，湖北省优质农产品专业合作社联合社承办的"湖北省农民合作 社好食材品牌培育活动"正式启动，标志着湖北"农产品+品牌+市场"的助农新机制全面落地，这也是湖 北在推动农民合作社高质量发展、提升农产品品牌影响力、助力乡村产业振兴的道路上迈出的重要一 步。 作为活动亮点，"寻荆楚美味、品鱼米之香"湖北省好食材寻、品计划也同步启动。该计划将通过专家评 审、消费者体验等方式，在全省范围内挖掘、遴选优质农产品。同时，面向社会公开征集湖北优质农产 品统一品牌名称，被征集使用后将获得奖励1万元。 "我们将通过品牌培育、标准制定、渠道对接等举措，助力湖北农产品提升市场竞争力。"湖北省农民专 业合作社联合会会长章龙表示，活动将汇聚全省优质农产 ...