7月9日，极氪9X发布了一系列黑科技，并同步开启先享计划。计划启动仅2小时，便有1万用户支付定金加入。这款定位豪华的国产全尺寸SUV，一经亮相 便获得广大消费者的认可。 一场由900V混动架构引发的产业地震。 豪华汽车市场暗流涌动，中国市场再次出现强将。 然而，汽车市场的另一端，车企纷纷发布2025年二季度销量报告。其中，传统豪华品牌的全球销量，尤其是中国市场的销量继续出现下降。 从市场表现看，如今中国新能源品牌价位不断攀升，在50万元及更高价位占领更多市场。这场豪车争夺战，看似是燃油与新能源的动力形式之争，但豪车消 费者的价值取向其实始终如一：追求最先进且稀缺的技术、享受最创新最独特的体验。 而汽车领域的顶尖核心技术，过去的确长期被传统豪华品牌牢牢掌握着主导权。凭借领先的产品和技术，这些欧美品牌占领了全球豪华车市场。 车企在近乎"垄断"的市场中攫取丰厚利润，竞争的赢弱使得豪华车企逐渐放慢技术创新的步伐，有限的购车选择下，消费者的审美疲劳其实也在日益加重。 新能源汽车的蓬勃发展，开始撼动传统豪华品牌铸造的坚固神坛。 豪华汽车市场的洗牌，实质上是汽车技术话语权的更迭。 在新能源时代，中国汽车已经在多个市场获得亮 ...

7月11日，沪指早盘冲高涨近1%，成功站上3530点，券商股再度走强！有行情，买证券，选龙头！证券ETF龙头（560090）早盘强势冲高，截至10:27放量 涨超3%，再拉长阳！ 7月11日盘中，证券ETF龙头（560090）标的指数成分股多数冲高，中银证券2连板、中原证券开封涨停板，国盛金控、国联民生涨超6%，东方证券、中信 建投等涨幅居前。 | 席号 | 代码 | 名称 | 申万—级行业 | 涨跌幅 | 成交额 | 估自权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300059 | 东方财富 | 非银金融 | 2.85% | 84.89亿 | 14.91% | | 2 | 600030 | 中信证券 | 部银金融 | 1.88% | 24.36 Z | 14.09% | | 3 | 601211 | 国家海道 | 非银金融 | 3.97% | 24.96 Z | 11.24% | | 4 | 601688 | 华泰证券 | 非银金融 | 1.70% | 8.24 Z | 4.69% | | 5 | 6000999 | 招商证券 | 能很会 ...

Core Viewpoint - Zeekr's flagship SUV, the Zeekr 9X, is positioned as a key product for the company over the next three years, aiming to elevate the brand and the broader Geely Group in the luxury electric vehicle market [2][6]. Group 1: Product Features and Technology - The Zeekr 9X is marketed as a "flagship SUV of the new energy era," featuring advanced technologies such as the Haohan-S hybrid architecture, which supports a 900V high-voltage system, 6C ultra-fast charging, and a maximum power output exceeding 1000 kW [2][3]. - The vehicle boasts the longest pure electric range for hybrid SUVs, achieving a CLTC range of 380 kilometers, enhancing the hybrid experience across performance, range, and charging [2][3]. - The 9X incorporates a self-developed AI digital chassis designed to provide both stability and comfort akin to luxury brands like Rolls-Royce and off-road capabilities similar to Land Rover [3][4]. Group 2: Market Positioning and Strategy - Zeekr aims to challenge the traditional luxury SUV market, which has been dominated by imported brands, by offering a competitive alternative in the high-end segment [6][8]. - The company has set an ambitious annual sales target of 790,000 units, with Zeekr responsible for 320,000 units, although it has only achieved 90,000 units in the first half of the year, falling short of expectations [7][8]. - The introduction of the 9X is seen as a critical move to demonstrate Zeekr's capabilities and attract attention in the competitive luxury SUV market [8][26]. Group 3: Consumer Engagement and Marketing - Zeekr emphasizes the importance of consumer interaction and feedback in its marketing strategy, moving away from traditional one-way communication to a more engaging approach [11][12]. - The company plans to leverage the advanced technologies of the 9X to enhance the overall driving experience for consumers, with the potential for these technologies to be integrated into more affordable models in the future [6][10][22]. Group 4: Future Outlook and Development - The Zeekr 9X is positioned as a pivotal model that will not only elevate the brand's image but also serve as a precursor for future models, showcasing the company's commitment to innovation and luxury [6][24]. - The company is focused on long-term growth in the luxury market, aiming to establish itself as a top player in the segment while balancing product features to meet diverse consumer needs [24][26].

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | DIODES | DMT10H009LCG-7 | 18K | 21+ | | LITTELFUSE | V320LA20AP | 60K | 22+ | | HYNIX | H5ANBG6NAMR-XNC | 40K | 22+ | | 润石 | RS2299XTQC16 | 100K | 24+ | 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | ADI | LTM4628EV#PBF | 200个 | | ADI | LTM4634IY#PBF | 238个 | | ADI | AD8512ARMZ | 1200个 | | DEGSON/高松 | 2EDGRM-5.08-03P-14-100Z(H) | 800PCS | 优势物 ...

截至10:38，恒生港股通高股息低波动指数（HSHYLV.HI）涨0.61%，权重股中，中国信达涨2.8%，兖 煤澳大利亚跌0.2%，阜丰集团跌0.8%，嘉里建设跌0.3%，首钢资源跌0.4%。此外，民生银行涨5.2%， 中信银行涨3.6%，海螺水泥涨3.3%，中国银河涨2.3%，中煤能源涨2.3%。 资金层面，恒生红利低波ETF（159545）紧密跟踪恒生港股通高股息低波动指数，备受资金青睐。数据 显示，资金连续5天净流入，合计"吸金"超2.9亿，近10日"吸金"超4.2亿，近20日"吸金"超7.3亿。 | 恒生红利低波ETF | 159545 | ポ | | --- | --- | --- | | | | 融公司中 | | で生 17.08% 120日 | | 22.04% | | 5日 0.93% | 250日 | 35.84% | | 20日 4.43% | 52周高 | 1.42 | | 19.73% 60日 | 52周低 | 0.96 | | 实时申购赎回信息 | 申购 | 顾回 | | 筆数 | 4 | 0 | | 金额 | 0 | 0 | | 份额 | 2520万 | 0 | | 申赎清单 | ...

Core Viewpoint - The gold ETF fund (159937) has shown a positive performance with a 0.70% increase as of July 10, 2025, and a 4.61% rise over the past three months, indicating strong investor interest and market dynamics favoring gold investments [1] Performance Summary - As of July 9, 2025, the gold ETF fund has achieved an 84.63% increase in net value over the past five years, ranking it among the top two in comparable funds [2] - The fund has recorded a maximum monthly return of 10.62% since its inception, with a longest consecutive monthly gain of six months and a maximum cumulative increase of 16.53% [2] - The fund's average monthly return during up months is 3.27%, with an annual profit percentage of 80.00% and a 100% probability of profit over a three-year holding period [2] Liquidity and Trading Activity - The gold ETF fund has seen a trading volume of 1.69 billion yuan with a turnover rate of 0.57% [1] - Over the past week, the average daily trading volume has been 7.86 billion yuan, placing it among the top two in comparable funds [1] - The fund has experienced continuous net inflows for four consecutive days, with a peak single-day net inflow of 87.70 million yuan, totaling 185 million yuan in net inflows [1][2] Risk and Return Metrics - The fund's Sharpe ratio over the past year is 2.49, indicating a favorable risk-adjusted return [3] - As of July 9, 2025, the fund has a relative drawdown of 0.40% compared to its benchmark for the year [4] Fee Structure and Tracking Accuracy - The management fee for the gold ETF fund is 0.50%, and the custody fee is 0.10% [5] - The tracking error over the past two months is 0.002%, demonstrating high tracking precision among comparable funds [5]

Group 1: Market Overview - The Hang Seng Index closed at 23892.32, down 1.06%, while the Hang Seng Tech Index fell by 1.76% to 5231.99 [3][4] - The trading volume for the day was 2338.78 million [4] Group 2: Economic Data - In June, China's Consumer Price Index (CPI) rose by 0.1% year-on-year, ending four consecutive months of deflation [7][8] - The Producer Price Index (PPI) fell by 3.6% year-on-year, with the decline widening by 0.3 percentage points compared to the previous month [7][8] Group 3: Company News - New World Development is reportedly seeking to sell its real estate assets in mainland China, including landmark buildings in cities like Hangzhou, Shenzhen, and Shanghai, following a refinancing agreement [12] - China General Nuclear Power Corporation's renewable energy output in June decreased by 1.3% year-on-year, with a total output of 1403.5 GWh [11] - Cornerstone Pharmaceuticals announced a placement of 100 million new shares at a price of 4.72 HKD per share, raising 4.72 million HKD, with 90% of the proceeds allocated for further development of specific assets [13] Group 4: Sector Insights - Morgan Stanley indicated that Hong Kong real estate stocks have outperformed the Hang Seng Index by 8% since mid-June, suggesting potential profit-taking in the short term [9] - The report highlights that the issuance of convertible bonds by major developers could lead to a decrease in average financing costs, with Henderson Land's recent issuance being a key example [9]

文 | 正见TrueView 老练 编辑 | 咏鹅 7月于极氪而言，注定是一个关键节点。 一方面，极氪科技集团7月1日公布的销量数据显示：6月总销量达43012台，但核心品牌极氪汽车交付量仅为16702台， 同比下滑17%；另一方面，承载厚望的全新旗舰SUV 9X将在7月9日揭开技术面纱。销量压力之下，这款被冠以"杭州湾 库里南"的车型，其发售后的市场反响无疑将直接牵动投资者的神经。 加之小米汽车首款SUV YU7的强势开售，新能源汽车中高端市场的鏖战进一步升级，竞争烈度有增无减。 曾凭001单骑闯关登陆美股的极氪，能否借9X之利，在退市回归"一个吉利"集团军的整合阵痛中，完成一场新的突围？ 01 上市、退市皆非终点 极氪的故事，始于吉利这家燃油车企转型的商业战略，彼时中国新能源汽车产业朝着电动化、智能化加速演变，新势力 玩家在各自赛道竞相厮杀，给传统造车厂商带来了品牌号召力与市场势能上的巨大压力。 或许是出于"杀出一条血路"的初衷，2021年，吉利官宣极氪成为面向高端新能源市场的独立品牌，1年前还挂着领克车 标的ZERO Concept，摇身一变成了极氪001。 这一策略很快在市场上激起连锁反应。事实证明， ...

咨询公司AlixPartners称，中国品牌在国内销售的纯电动或插电式混合动力车型的平均车龄为1.6年，而 外国品牌的平均车龄为5.4年。多数企业高管和行业专家则表示，缩短汽车研发周期可以节省资金、降 低价格，并确保中国企业在技术革命期间拥有最新的车型。 并非依赖补贴 马斯克去年曾表示，中国汽车制造商可能会"摧毁"竞争对手。 咨询公司Automobility发布的数据显示，从2020年到2024年，在中国市场排名前五的外国汽车制造商的 乘用车总销量从每年940万辆暴跌至640万辆。而同时期排名前五的中国汽车制造商的销量则从460万辆 增长了一倍多，达到950万辆。 （文/观察者网 张家栋 编辑/高莘） 近日，路透社通过对多家中国车企调研后表示，尽管欧美试图通过对中国进口汽车加征关税的做法，以 限制后者因所谓"不公平补贴"而导致的快速发展，但大幅缩短的研发时间与周期，才是中国汽车占据主 导地位的最重要因素。 路透社 路透社 多年来，福特、大众、Stellantis、通用、雷诺等全球汽车制造商的首席执行官和其他高管都公开承认中 国竞争对手构成了巨大威胁，并经常提到中国竞争对手的研发速度值得学习。 今年4月的上海车 ...

Core Insights - SELLAS Life Sciences Group, Inc. has appointed Dr. Linghua Wang to its Scientific Advisory Board, enhancing its expertise in cancer research and translational science [1][2] - The company aims to leverage Dr. Wang's experience in cancer immunogenomics and computational biology to advance its scientific and clinical strategy during a critical growth phase [2][3] Company Overview - SELLAS is a late-stage clinical biopharmaceutical company focused on developing novel therapeutics for various cancer indications [4] - The lead product candidate, GPS, targets the WT1 protein found in multiple tumor types and has potential as both a monotherapy and in combination with other therapies [4] - The company is also developing SLS009 (tambiciclib), a differentiated small molecule CDK9 inhibitor, which has shown a high response rate in AML patients with unfavorable prognostic factors [4]