中俄合作的温度，不仅体现在具体的数字里，也体现在一些鲜活的瞬间里。 逛完展会与记者再次相遇，斯拉瓦兴奋地举着领到的中国玩具和零食小样；展会结束时，那位拿到 光伏板的参展商露出了开心的笑容……或许，"合作机遇"就是无数个"想来看看"的好奇心，是"想要买 这个"的迫切感，也是"我们合作吧"的默契。 在叶卡捷琳堡市中心精品商场顶楼的小吃城里，有一家俄罗斯人经营的麻辣烫店。中国参展商纷纷 来到这里寻找异乡的中国味道，许多俄罗斯美食爱好者也钟情于这家店。 新华社俄罗斯叶卡捷琳堡7月11日电 记者手记｜在中俄博览会感受合作的温度 新华社记者包诺敏 刘恺 第九届中俄博览会7日至10日在俄罗斯叶卡捷琳堡市举行。这座被乌拉尔河环绕的城市，再次成为 中俄商贸对话的"会客厅"。 叶卡捷琳堡是乌拉尔联邦区中心城市和斯维尔德洛夫斯克州首府。据乌拉尔海关数据，今年前4个 月，该地区对外贸易中，与中国的贸易额占比每月均超过31%。 俄罗斯驻华商务代表阿列克谢·达赫诺夫斯基在中俄博览会开幕式上说，近年来，俄中两国地区间 联系愈加紧密。期待已签署的合作协议落到实处，持续推动俄中经贸合作及技术交流取得实质性进展。 斯拉瓦和叶甫盖尼是当地大学生。 ...

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].

证券代码：688775 证券简称：影石创新 公告编号：2025-010 影石创新科技股份有限公司 在此次 337 调查过程中，公司的专项工作组制定了充分的抗辩应对措施以及 风险应对策略。除在应诉过程中进行积极抗辩外，公司准备了新的设计方案，并 获得 ITC 确认新设计方案不构成侵权。公司针对 GoPro 的涉案专利向 USPTO（"美 国专利商标局"）申请 IPR 程序，即要求 USPTO 确认 GoPro 所主张的涉案专利无 效并撤销其注册，部分专利目前仍在无效审查阶段。同时，公司对 GoPro 在中国 境内的相关主体提起了专利侵权诉讼。公司将通过多种法律途径积极维护自身合 法权益。 三、对公司的影响 公告 本公司董事会及全体董事保证本公告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、准确性和完整性依法承担法律责任。 影石创新科技股份有限公司（以下简称"公司"）此前获悉美国 GoPro, Inc. 公司（美国纳斯达克上市公司，股票代码：GPRO，以下简称"GoPro"）于 2024 年 3 月 29 日（美国时间）根据《美国 1930 年关税法》第 337 节规定向美国国际 贸易委员 ...

Core Viewpoint - Lexin Outdoor International Limited is attempting a second IPO after a failed initial attempt, highlighting the company's struggle to transition from an OEM/ODM model to a brand-driven approach amid declining revenues and profits due to post-pandemic market conditions [1][8]. Financial Performance - The company has experienced a decline in revenue for three consecutive years, with figures of 818 million, 463 million, and 573 million yuan from 2022 to 2024, resulting in a compound annual growth rate of -16.29% [2][3]. - Net profit has decreased from 114 million yuan to 59 million yuan, nearly halving during the same period [2][3]. - Despite a 27.8% year-on-year revenue growth in the first four months of 2025, overall performance has not yet returned to pre-pandemic levels [2]. Market Dynamics - The decline in performance is attributed to a post-pandemic drop in consumer demand, particularly for fishing gear, which saw a surge during the pandemic due to its low social interaction nature [2][5]. - Actual production volume fell from 7.933 million units in 2022 to 4.168 million units in 2024, with factory utilization rates dropping from 95% to 83.4% [2][3]. Business Model Challenges - The company relies heavily on OEM/ODM business, with over 90% of revenue coming from this segment, and the top five customers contributing nearly 60% of total revenue [3][4]. - A significant drop in revenue from the North American market, from 18.8% to 3.4%, exposes vulnerabilities to regional market fluctuations [3]. - High accounts receivable, with the top five customers accounting for 76.7% of trade receivables, negatively impacts cash flow efficiency [3]. Strategic Concerns - The company distributed 65 million yuan in cash dividends to its controlling shareholder, raising concerns about cash flow and funding adequacy ahead of the IPO [4]. - The brand transformation has been slow, with the OBM business accounting for less than 10% of total revenue despite an acquisition aimed at enhancing brand presence [5][6]. Inventory and Supply Chain Issues - The company holds 106 million yuan in inventory, representing 37.06% of total assets, which poses risks of capital lockup and potential impairment in a fast-evolving market [6]. IPO and Future Prospects - The updated prospectus indicates that IPO proceeds will focus on brand expansion, global innovation center development, and smart production upgrades [7]. - The dual-track brand strategy aims to enhance the Solar brand for the European market while developing new brands for the Asia-Pacific region [7]. - Potential industry acquisitions could reshape the global market landscape, addressing current product limitations and expanding into core fishing equipment categories [7]. Industry Implications - The challenges faced by Lexin Outdoor reflect broader issues within the Chinese manufacturing sector, particularly the limitations of the OEM model and the need for transformation towards brand-driven operations [8].

二、建筑装潢材料类周价格指数环比上涨 本周，建筑装潢材料类周价格指数收于105.73点，环比上涨0.03点，二级分类中结构安装材料类、装饰 材料类环比上涨。目前户外温度较高，建筑工程类、家装类施工放缓，建材市场行情趋淡，交易零售居 多，价格震荡上行，其中主要是油漆、木地板等出现上涨。 三、五金电料类周价格指数环比上涨 本周，五金电料类周价格指数收于119.64点，环比上涨0.02点。从盘面看，主要是仪器仪表、电线电 缆、电动五金工具价格上涨。目前五金电料市场处于行情淡季，除阀门管件走量小幅上涨以外，多数产 品销量有所缩减，零售占比相应增加，助推整体平均交易价格上涨。 中国发展网讯据临沂商城价格指数信息系统监测，本周临沂商城周价格总指数为102.53点，环比下跌 0.29点，跌幅0.29%。 四、钢材类周价格指数环比下跌 在14类商品价格指数中，上涨的3类、持平的6类、下跌的5类。其中，上涨的3类是：家用电器和音像器 材类、建筑装潢材料类、五金电料类；下跌前3位的是：钢材类、板材类、汽摩配件及装具类。涨跌幅 前三的大类情况如下： 一、家用电器和音像器材类周价格指数环比上涨 本周，家用电器和音像器材类周价格指数收 ...

在2025新加坡世界泳联世锦赛揭幕前夕，中国领先的体育用品品牌361°与世界泳联(World Aquatics)正式签署新合作。361°品牌成为2026年-2029年世界泳联 全球合作伙伴，将全面赋能世界泳联旗下赛事的顺利举办与发展，并提供周到优质的运动装备保障及服务，共同助力全球水上运动发展。 拓宽边界，361°跃升为世界泳联全球合作伙伴 作为全球水上运动的最高管理机构，世界泳联拥有多达211个协会会员，覆盖全球五大洲，在国际体育界占据着举足轻重的地位，也是国际奥委会认可的、 全球最具规模和影响力的体育协会之一。本次战略签约，标志着361°正式成为世界泳联全球合作伙伴这一身份的重大跃升。这不仅是在原有合作基础上的全 面升级，更意味着双方将携手迈向新的阶段，对于深化水上运动的推广、激发更多人参与热情、以及在全球范围内拓展其赛事与文化影响力，都具有积极而 深远的战略意义。 除了为其旗下各项赛事提供专业装备支持，361°还将为世界泳联运动奖学金计划和"探索水上运动"计划等关键项目提供服装，积极支持全球游泳、公开水 域、跳水、花样游泳和水球等各项水上运动的推广与发展。361°希望通过提供装备保障，提升参与者的体验， ...

Core Insights - As of July 10, 147 A-share listed companies have forecasted their first-half performance, with 129 companies expecting profits [1] - Among these, 19 companies, including Foxconn Industrial Internet Co., Ltd. (Industrial Fulian), anticipate a net profit attributable to shareholders exceeding 1 billion yuan [1] - Industrial Fulian leads in net profit scale, projecting a net profit of 11.958 billion to 12.158 billion yuan for the first half, representing a year-on-year growth of 36.84% to 39.12% [1] Group 1: Company Performance - Industrial Fulian's cloud computing business experienced rapid growth in Q2, with overall revenue increasing by over 50% year-on-year [2] - AI server revenue surged by over 60% compared to the same period last year, while revenue from cloud service provider servers increased by more than 150% [2] - The revenue from 800G switches reached three times the total for the entire year of 2024, driven by rising AI demand [2] Group 2: Other Companies' Performance - Other companies such as Muyuan Foods, Luxshare Precision, Shanghai Pharmaceuticals, and Zhejiang Xinheng are expected to have a net profit attributable to shareholders exceeding 3 billion yuan for the first half [3] - Companies like Yunnan Aluminum, Zhejiang Huayou Cobalt, and Guangdong Haida Group are projected to have net profits exceeding 2 billion yuan [3] - Companies including Zhejiang Juhua, Sanhua Intelligent Control, and TCL Technology are expected to report net profits exceeding 1 billion yuan [3] Group 3: Profit Growth - Datang Huayin Power is expected to have the highest year-on-year profit growth, projecting a net profit of 180 million to 220 million yuan, an increase of 175 million to 215 million yuan compared to the previous year [3] - Several companies, including Shandong Xianda Agricultural Chemicals and China Northern Rare Earth, anticipate a year-on-year net profit growth exceeding 100% [4] - The market is shifting focus towards fundamental verification as half-year performance reports are released, marking the start of the half-year report market trend [4]

Core Viewpoint - The domestic photography and videography equipment market is experiencing significant growth, with a reported over 80% year-on-year increase in transaction value in June, driven by diverse consumer demands from casual use to professional content creation [1][10]. Group 1: Market Trends - The sales of photography equipment have surged, particularly in the categories of action cameras and multifunctional cameras, which now occupy 50% of display space in stores, appealing to young users for social media content creation [3][6]. - The demand for professional photography equipment is evolving, with clients increasingly requesting ultra-high-definition photos and 4K videos, necessitating higher performance standards for equipment [8]. - The rise of short videos and live streaming has made video recording a necessity in the Chinese market, prompting camera manufacturers to enhance video capabilities in their products [13]. Group 2: International Manufacturers' Strategies - Japanese camera manufacturers are actively launching new products tailored to the personalized needs of Chinese consumers, recognizing the market's potential [12]. - The sales figures for Japanese camera manufacturers indicate that the Chinese market is the fastest-growing for their digital camera business, with a reported 28% year-on-year growth [19][17]. - Canon anticipates that the shipment volume of cameras in the Chinese market will be approximately three times that of the Japanese market this year [21]. Group 3: Domestic Manufacturers' Growth - Chinese domestic manufacturers are gaining recognition in the market, particularly in the segments of action cameras and camera accessories, with a notable increase in sales [23][30]. - The global market for handheld smart imaging devices is projected to approach 50 billion by 2025, with Shenzhen manufacturers capturing 70% of the global market share for panoramic cameras and drones [24]. - The demand for camera accessories has been robust, with action camera accessories experiencing over 100% year-on-year growth for three consecutive years [28].

7月10日，上游新闻记者从"三企联动"渝见陆海活动现场获悉，重庆新发布36项共建西部陆海新通道的机 会清单，涉及国企、外企、民企"三企"联动项目总投资额超700亿元，拟引资额400亿元。 活动现场 项目为王，是重庆建设"开放之城"的重头戏。 资产盘活类项目21个，总投资额66亿元，涵盖商业地产、标准厂房、土地资产、数字医疗、科技服务等领 域。其中：重庆新华出版集团推出了位于重庆三峡广场步行街的"正升·自由康都"优质商业楼招租。重庆两 江投资集团推出了位于两江新区龙兴、总投资额达66亿元的协同创新区系列写字楼、标准厂房、土地资产 招租。重庆西永产投集团推出了位于高新区金凤，涵盖智能装备、新材料、数字医疗、生物医药、检验检 测等科技创新配套服务园区资产招租。 签约仪式现场 "将依托重庆国际物流枢纽园区与马来西亚巴生港，加密联运航线，共享仓储资源，降低跨境转运成本； 推动区块链通关、物流大数据平台对接，实现货物状态实时追踪，缩短清关时间50%以上。"马六甲汉都亚 再也市市议员、马来西亚中国文化贸易促进会会长李翰霖说，他们还将针对马来西亚农产品、重庆汽摩配 件等高需求品类，共建专业化冷链通道与海外仓，提升配送时效。 ...

证券代码：301322 证券简称：绿通科技 公告编号：2025-062 广东绿通新能源电动车科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 类型：股份有限公司(上市、自然人投资或控股) 法定代表人：张志江 注册资本：人民币 142,458,008 元 广东绿通新能源电动车科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 28 日召开第三届董事会第二十六次会议，于 2025 年 5 月 19 日召开 2024 年年度股东大会，审议通过《关于变更注册资本、修订 <公司章程> 并办理工商 变更登记的议案》。具体内容详见公司于 2025 年 4 月 29 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于变更注册资本、修订 <公司章程> 并办理工 商变更登记的公告》（公告编号：2025-043）。 一、营业执照具体登记信息 公司于近日完成上述工商变更登记和《公司章程》备案手续，并取得了东莞 市市场监督管理局换发的《营业执照》，变更后的《营业执照》登记信息如下： 企业名称：广东绿通新能源电动车科技股份有限公司 统一社会信 ...