Core Viewpoint - The 62nd DAC showcased numerous new exhibitors for 2025, particularly emerging EDA startups that are addressing the complexities of modern chip design through innovative methods, with a strong emphasis on artificial intelligence to enhance design and verification efficiency [1][2]. Group 1: AI in Design Verification - Bronco AI focuses on AI for design verification regression analysis, automating repetitive tasks and generating detailed scripts for debugging processes, which helps reduce organizational friction and improves onboarding for new team members [3]. - ChipAgents claims that their AI-driven chip design environment can enhance RTL design, debugging, and verification efficiency by tenfold, allowing designers to convert concepts into precise specifications using simple language prompts [4][5]. Group 2: Project Management and Collaboration - DSM Pro Engineering is developing a comprehensive RTL-to-GDSII chip design project management system that centralizes project metadata in a programmable SQL database, facilitating collaboration between project managers and engineers [6]. - ITDA Semiconductor offers a drag-and-drop visual designer for SoC systems, enabling users to create and optimize designs quickly, with a focus on power control and clock management [7]. Group 3: Accelerating Verification and Design - MooresLabAI is creating a proxy AI framework to accelerate verification processes, significantly reducing verification time and overall time-to-market [8][9]. - Rise Design Automation aims to enhance RTL design and verification, providing a multi-language toolset that allows users to start from high-level designs and optimize them into RTL, improving simulation speed and design iteration [9][10].

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：从创意探索过渡到实际执行，这三个问题可以确保创新既植根于现实，又能突破可能性的边界。本文来自编译，希望对您有所启发。 [Source Photo: Freepik] 在当今快节奏的商业环境中，有效的解决问题不仅仅是寻找快速解决方案，而是要发展一种系统化的方法，从而产生创新和可持续的解决方案。虽然许多领 导者会陷入复杂的框架和冗长的流程中，但我发现以下三个简单而强大的问题，能彻底改变我们和团队解决挑战的方式。 这三个问题——"如果……会怎样？"、"那么又如何？"和"接下来该做什么？"——能形成一个自然的过程，引导你从创造性的想法到实际的执行。让我们来 探讨一下每个问题在你解决问题的过程中是如何成为关键节点的。 最后一个问题"接下来该做什么？"，能架起构思与执行之间的桥梁。这是将选定的解决方案分解为可操作步骤、识别所需资源并建立明确时间表的阶段。 某零售连锁企业在推出新客户忠诚度计划时，完美诠释了这一方法。在确认该计划的战略价值后，他们在"接下来该做什么？"阶段涉及明确具体的技术要 求、培训需求及实施。这 ...

星标 ★ IPO日报 精彩文章第一时间推送 6月25日晚，中达安股份有限公司（下称"中达安"，300635.SZ）发布公告称，公司与厦门建熙兴 成科技合伙企业（有限合伙）（简称"厦门建熙"）签署了《附条件生效的股份认购协议》，公司拟 以向特定对象发行A股股票的方式向厦门建熙发行不超过4204.02万股人民币普通股，拟募集资金 总额不超过3.66亿元，厦门建熙同意以现金方式参与本次发行股票的认购。 发行后，厦门建熙将持有公司23.08%的股份，成为控股股东，公司实际控制人由济南市历城区财 政局变更为王立。 6月26日，中达安复牌涨停，收盘价为13.24元/股，盘中虽然打开最后仍封死涨停板。 AI制图 实控人变更 本次发行完成后，在不考虑其他因素可能导致股本数量变动的情况下，按本次特定对象认购股份数 量上限计算，厦门建熙将直接持有上市公司4204.02万股股份（占公司发行后股份总数的比例为 23.08%）。本次发行构成关联交易。 本次发行前，历控帝森持有公司10.01%的股份，并通过表决权委托的方式控制公司9.12%的表决 权，合计控制公司19.13%的表决权，为公司的控股股东，公司实际控制人为济南市历城区财政 ...

Financial Performance - In 2024, the company achieved operating revenue of 803.73 million yuan, a year-on-year increase of 5.75% [1] - The net profit attributable to shareholders was 106.43 million yuan, a decrease of 21.01% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 83.47 million yuan, down 26.88% year-on-year, primarily due to increased personnel costs [1] - In Q1 2025, the company reported operating revenue of 176.47 million yuan, a decline of 4.37% year-on-year [2] - The net profit attributable to shareholders in Q1 2025 was 7.43 million yuan, a significant drop of 67.32% year-on-year [2] - The net profit after deducting non-recurring gains and losses in Q1 2025 was 4.83 million yuan, down 75.34% year-on-year [2] Contractual and Operational Metrics - As of the end of 2024, the company had a total non-tax contract amount of 1.889 billion yuan, a year-on-year increase of 0.38% [2] - The company signed new contracts worth 1 billion yuan in 2024 [2] - By March 31, 2025, the company had undertaken over 3,800 clinical trial projects, serving 1,300 clients across more than 200 cities [2] Industry Trends and Developments - From 2015 to 2024, the number of innovative drugs approved for the first time in China increased from 3 to 39, a growth of 12 times, positioning China as the second globally [3] - The number of innovative drugs that initiated clinical trials in China rose from 124 in 2015 to 704 in 2024, making China the leader globally [4] - In 2024, Chinese pharmaceutical companies achieved a historic breakthrough in licensing out, with total transaction amounts reaching 51.9 billion USD, including upfront payments of 4.1 billion USD [4] - In Q1 2025, there were 33 licensing out transactions, a year-on-year increase of 32%, with total transaction amounts reaching 36.6 billion USD, an increase of over 250% [4] Clinical Trial Registration - In 2024, the total number of registered clinical trials in China reached 4,900, a year-on-year increase of 13.9% [5] - Among these, 2,539 new drug clinical trials were registered, reflecting a 9.3% increase year-on-year [5] - Class 1 drugs accounted for 68.3% of the new drug clinical trials, with anti-tumor drugs making up 39% of the total [5]

来源：金融界 6月24日，中交设计今日收盘7.74元，上涨1.44%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到10.13倍，总市值177.60亿元。 从行业市盈率排名来看，公司所处的工程咨询服务行业市盈率平均57.65倍，行业中值40.39倍，中交设 计排名第19位。 截至2025年一季报，共有7家机构持仓中交设计，其中其他6家、基金1家，合计持股数31876.81万股， 持股市值27.03亿元。 中交设计咨询集团股份有限公司的主营业务是工程技术与设计服务。公司的主要产品是勘察设计、工程 总承包及项目管理、工程试验检测、监理。公司共荣获科技类奖项40余项，其中省部级及以上3项；授 权发明专利近200项，其中国际专利2项；新增国家级人才1人，国务院政府津贴专家2人，省部级人才23 人；发布行业标准4项，形成"技术攻关-标准制定-产业落地"闭环，筑牢高质量发展根基。 最新一期业绩显示，2025年一季报，公司实现营业收入16.74亿元，同比-21.77%；净利润9393.17万元， 同比1.91%，销售毛利率14.83%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2中交设计10.1 ...

编号：2025-005 投资者关系 活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 券商策略会 □其他 参与单位 名称及人员 姓名 易方达基金 工银瑞信 中欧基金 兴证全球基金 兴银基金 华夏基金 安信基金 国投瑞银基金 鹏华基金 财通基金 中庚基金 北信瑞丰基金 太平基金 银河基金 富国基金 上银基金 长江养老 人保养老 凯石基金 建信养老金 中金资管 山证资管 浙商资管 百年保险资管 康曼德资本 红杉资本 川江投资 华能贵诚信托 中金证券 国海证券 民生证券 东北证券 国盛证券 信达证券 中泰证券 国泰海通证券 华西证券 鹤禧投资 拾贝投资 国泰君安资管 和谐汇一 中银证券资管 等 53 家机构 62 人 时间 2025 年 5 月 16 日、2025 年 5 月 19 日、2025 年 5 月 23 日、 2025 年 5 月 27 日—2025 年 5 月 28 日、2025 年 5 月 30 日、 2025 年 6 月 4 日、2025 年 6 月 10 日、2025 年 6 月 12 日 地点 上海、北京、宁波 上市公司接 待人员姓名 董事会秘 ...

江西省工业园区智慧云平台 （江西融合科技有限责任公司） 三、应用服务能力 1.准时交货系统 准时交货系统建设以订单为中心，按照业务流程顺序设计订单全周期管理功能。可视化管理售前客户、商机跟进、报价－售中订单下达、采购、发货、售 后工单等全流程，通过建立数字化产品库及仓库，系统自动进行订单MRP分析，自动生成发货、采购建议、智能监控并提醒订单下达、订单MRP分析、 采购、入库、出库、发货全流程进度，有效提升订单完成率。经过了数据标准化建设，系统数据的积累形成企业的客户、订单大数据平台，运用智能BI实 时统计分析客户及订单数据、成本利润等，为经营决策提供科学依据，最终解决了企业交期预估困难和生产排产问题。 一、平台基本信息 江西省开发区统一数字化管理服务工业互联网平台（原名江西省工业园区智慧云平台）采用大数据采集技术、数据共享交换平台、大数据治理技术、大数 据建模分析技术和大数据可视化等技术开发而成，以大数据为驱动，采用云架构设计，通过互联网思维和技术将各级工业主管部门、工业园区和工业企业 统一用平台联系起来，实现管理和服务一体化。平台为各级工业管理部门战略方针的制定和重大问题的研判提供精准的数据支撑，有效提高政 ...

中油工程（600339）公告，公司全资子公司中油工程有限将出资4000万元人民币设立中石油(北京)项目 管理有限公司，持股比例100%。项目管理公司设立后，将整合公司项目管理相关业务，并积极发展全 过程工程项目咨询业务，大力推进绿色低碳和数字化转型。投资资金来源为自有资金，主营业务包括境 内外石油、天然气、化工石化医药等工程咨询、规划、设计、项目管理等。本次投资旨在优化公司管理 体制、提高管理效率，提升公司工程项目全过程管理服务能力，未来将对公司的持续经营能力和综合竞 争力产生积极影响。 ...

Summary of Marketa Fireside Chat Company Overview - **Company**: Marketa - **Industry**: Payments and IT services Key Points and Arguments 1. **Current State of the Company**: Marketa is transitioning from hyper growth to a more mature phase, now operating EBITDA positive with diversified business lines [4][5][6] 2. **Portfolio Migration**: The company is migrating portfolios from other platforms to its modern platform, which is expected to enhance future business opportunities [5][8] 3. **White Label App Development**: Marketa is building a white label app to assist customers in market entry, indicating a focus on user experience [5][6] 4. **Program Management in Europe**: The company has expanded its offerings in Europe, which are now more comprehensive than a year ago [6][9] 5. **Customer Base Expansion**: Existing customers are expanding their offerings and geographies, with eight out of the top ten customers having multiple programs with Marketa [12][13] 6. **Macro Environment**: The macroeconomic environment is stable, with healthy consumer spending, although Marketa acknowledges some exposure to economic cycles [17][20] 7. **Discretionary Spending**: Less than 25% of spending on Marketa's platform is in high discretionary categories, making it less exposed to economic downturns compared to peers [20][21] 8. **Non-Block Business Growth**: The non-Block business has been growing at twice the rate of the Block business, indicating strong performance outside of its largest customer [23][24] 9. **European Market Growth**: TPV in Europe has been growing over 100% for several quarters, with a focus on multinational customers [27][29] 10. **Regulatory Environment**: The onboarding process has improved, with no significant impacts from regulatory changes, allowing for faster execution [32][33] 11. **Competitive Landscape**: Marketa does not see a significant shift in competition, as it targets a wide range of use cases and primarily focuses on non-bank businesses [38][39] 12. **RFP Process**: The company continues to engage in both RFPs and referrals, with no significant changes in the sourcing process [41][42] 13. **Stablecoin and BNPL Demand**: Marketa sees opportunities in stablecoin and BNPL markets, with growing interest from customers [44][48] 14. **Tokenization and AI**: The company is well-positioned to support tokenization and AI-driven commerce, leveraging existing capabilities [51][52] 15. **Future Growth Trajectory**: Marketa aims for a sustainable growth trajectory of around 20%, driven by geographic diversification and additional service offerings [69][70] Other Important Insights - **CEO Search**: The search for a permanent CEO is ongoing, with no immediate updates, allowing the interim CEO to focus on business operations [73][75] - **Customer Relationships**: The company is enhancing its relationships with existing customers by offering additional services, which is expected to stabilize take rates [64][66]