刘格菘称，海外市场受关税冲击后，也在快速修复跌幅，同时地缘风险升级（例如北约防务支出激增）催生军工资产配置的快 速提升，也凸显了黄金的避险价值。总体而言，他们持续锚定技术变革与全球秩序重构下的机遇，短期继续聚焦 AI 应用落地的 机会，同时加大配置和全球同行相比被严重低估的中国防务资产，中长期继续看好中国资产的配置价值。 再看刘格菘单独管理的三只基金，即广发双擎升级、广发科技先锋、广发行业严选三年持有。广发双擎升级、广发行业严选三 年持有均新进了中国平安（601318.SH）与新华保险（601336.SH）。广发行业严选三年持有还首次将泡泡玛特（09992）、香港 交易所（00388）买进了前十大重仓股行列，并分别位列第二大、第三大重仓股；与此同时，刘格菘大幅度增持了小米集团 （01810），该股二季度末所占基金净值比达10.19%，已为顶格配置。 报告期内，广发双擎升级增配了有爆款新品出现的汽车行业和有色上游标的，同时增配了地缘冲突升级中展现了较强产品力的 军工行业。广发行业严选三年持有重点配置了港股资产，行业层面倾向于新消费、互联网等，刘格菘表示对港股上市企业中稀 缺性强的标的保持高度关注。 从基金业绩情 ...

Core Viewpoint - The six provincial capital cities in Central China have jointly launched the "Cooperation Initiative for Coordinated Development of Transportation" to establish an international comprehensive transportation hub cluster, aiming to create China's "Fifth Pole" of transportation [1][8]. Group 1: Transportation Infrastructure Development - The initiative aims to enhance the transportation network in Central China, which is strategically positioned to connect the eastern and western regions, as well as the northern and southern parts of the country [1][3]. - Central China's high-speed rail mileage accounts for 34.5% of the national total, with road network density 2.5 times the national average and civil aviation airport density 1.4 times the national average [3][4]. - The construction of transportation infrastructure is seen as essential for facilitating domestic and international circulation, with a focus on developing a "big channel pattern" [5][6]. Group 2: Economic Growth and Industrial Development - The initiative is expected to stimulate economic growth by enhancing connectivity, which will attract more industries and investments to the region [8][10]. - Zhengzhou has become a hub for various industrial clusters, including electronics, new energy vehicles, and biomedicine, supported by its transportation advantages [9][10]. - The establishment of the "Fifth Pole" is anticipated to create a positive feedback loop between transportation and industrial development, enhancing the region's economic dynamism [8][10]. Group 3: Collaborative Efforts and Challenges - The initiative emphasizes the need for inter-provincial cooperation and coordination to overcome challenges such as insufficient connectivity and weak international links [11][12]. - Suggestions from city representatives include developing a unified regional transportation plan and enhancing data sharing among transportation sectors to improve efficiency [12]. - The construction of an international comprehensive transportation hub is seen as a means to attract investment, talent, and innovation to Central China, positioning it as a key node in the national development landscape [12].

又一家企业跨界进军工商业用户侧储能！ 6月16日晚，泰禾智能公告称，为拓展工商业用户侧储能业务，拟筹划收购控股股东阳光新能源全资子公司阳光优储100%股权，交易价格不超过 5000万元。 ■ AI识别企业为何"0经验"跨界储能？ 泰禾智能指出，本次交易系跨界收购，公司自身从未从事工商业用户侧储能业务，没有相关的技术人员储备，存在较大的跨界经营风险 。 但同 时"对公司整体经营影响较小"。 据了解，泰禾智能是一家基于AI视觉识别的成套智能化装备和服务提供商， 当前核心业务为智能检测分选装备、智能包装装备两大业务。2024年 泰禾智能实现营业收入5.64亿元，同比增长10.68%；归属于上市公司股东的净利润2146.96万元，同比大幅增长89.89%。 近年来，泰禾智能在光谱检测、智能算法和工业机器人自动化等方面具备一定积累，并积极拓展新能源业务领域。此番交易意图收购控股股东阳光 新能源旗下的储能资产，标志着其新能源延伸战略迈出实质性一步。 泰禾智能表示，本次交易是公司基于工商业用户侧储能业务发展潜力的判断，工商业用户侧储能行业受电价分时价差影响，其风险主要在于电力市 场价格波动的不确定性。 纵观当前工商业用户侧 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 以真性能·真安全·真可靠定义储能真实价值，这是宁德时代这次发布会的理念核心。 宁德时代提出，其587Ah电芯以真性能、真可靠、真安全和真交付，向储能客户呈现真实的价 值。 真 性 能 ： 通 过 对 磷 酸 铁 锂 材 料 体 系 的 革 命 性 升 级 ， 宁 德 时 代 587Ah 电 芯 能 量 密 度 达 到 434Wh/L，较上一代提升10%，系统能量密度提升25%；通过机械结构、化学体系以及极片设 计三方面的突破，使充放电循环中的能量效率（RTE）初始值达96.5%；首创的自修复阴离子电 解液技术及其开发的多功能基团复配缓衰减成膜剂，赋予587Ah电芯真实可信的超长寿命。 6月10日，"真实的能量"宁德时代2025储能587技术日在上海举办，正式宣布量产交付下一代大 容量储能专用电芯——587Ah电芯。 率先正式量产587Ah电芯的同时，宁德时代以创造真实价值 为理念，与行业共探下一代储能大电芯最优解，共商有序健康发展。 以上内容来自宁德时代官微。 宁德时代向外界宣告：587Ah电芯历经三年研发测 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 6月10日，"真实的能量"宁德时代2025储能587技术日在上海举办，正式宣布量产交付下一代大 容量储能专用电芯——587Ah电芯。 率先正式量产587Ah电芯的同时，宁德时代以创造真实价值 为理念，与行业共探下一代储能大电芯最优解，共商有序健康发展。 以上内容来自宁德时代官微。 得益于全球领先的智造水平，宁德时代587Ah电芯还拥有行业领先的品质和交付能力，实现了单 体缺陷率达到PPB级（十亿分之一），安全把控等级达7.5西格玛，生产节拍提升50%，碳排放 减少57%。 以真性能·真安全·真可靠定义储能真实价值，这是宁德时代这次发布会的理念核心。 宁德时代提出，其587Ah电芯以真性能、真可靠、真安全和真交付，向储能客户呈现真实的价 值。 真 性 能 ： 通 过 对 磷 酸 铁 锂 材 料 体 系 的 革 命 性 升 级 ， 宁 德 时 代 587Ah 电 芯 能 量 密 度 达 到 434Wh/L，较上一代提升10%，系统能量密度提升25%；通过机械结构、化学体系以及极片设 计三方面的突破，使充放电循环中 ...

Core Points - The RCEP member countries' dialogue on cooperation in the new energy vehicle and advanced photovoltaic supply chains is being held in Hefei, Anhui from June 3 to 5, 2025, under the theme "Moving Towards New Futures" [1] - The event aims to promote international cooperation in the new energy vehicle and advanced photovoltaic sectors among RCEP member countries, facilitating high-level openness [1] - The conference will release cooperation initiatives and demand lists, with industry experts providing policy guidance and keynote reports [1] - The China-ASEAN New Energy Vehicle Industry Cooperation Council and the China-ASEAN Photovoltaic Industry Cooperation Council will be officially established during this dialogue [1] Industry Insights - Hefei is emerging as a strong player in the new energy vehicle and advanced photovoltaic sectors, with a projected production of over 1.37 million new energy vehicles in 2024, representing an 84% year-on-year increase, and an industry chain output value of 260 billion yuan [2] - The photovoltaic and new energy storage sectors in Hefei are expected to exceed 180 billion yuan, with Sunshine Power's inverter and energy storage system shipments ranking first globally [2] - In 2024, Hefei's exports of new energy vehicles, lithium batteries, and solar cells accounted for over 70% of Anhui province's total, with a year-on-year growth of 31.2% [2] - The RCEP forum has been recognized as a national-level mechanism since May 2024, and the upcoming forum will include multiple activities focused on cooperation in various sectors, including new energy vehicles and advanced photovoltaics [2]