科技出海 1、阿里达摩院多癌早筛AI全球推广，已服务9个国家地区2000万人次 当地时间7月9日，在瑞士日内瓦召开的联合国AI for Good 峰会上，阿里达摩院受邀分享多癌早筛AI的 最新进展。据了解，该技术已覆盖全球9个国家和地区，服务2000万人次，推动AI成为人类社会抗击癌 症的重要工具。 峰会上，达摩院医疗AI实验室多癌筛查负责人、资深算法专家张灵分享了达摩院在新加坡、沙特等国 家的实践案例。 2、Manus总部迁至新加坡 近日，有消息称通用AI智能体公司Manus（主体为 "北京蝴蝶效应科技有限公司"）对旗下部分国内业务 进行裁员，并将核心技术人员迁往新加坡总部，公司目前在中国区的员工总数为120人左右。 7月8日晚，据智通财经报道，Manus方面对此回应称，"基于公司自身经营效率考量，我们决定对部分 业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。" 据了解，Manus公司总部已于2025年6月正式迁至新加坡，并在当地启动高薪招聘。 消费出海 1、茶颜悦色官宣出海，以电商形式进军北美 7月9日，茶颜悦色通过其官方微博宣布将以线上电商的形式拓展海外市场，首站定为北美。此次茶颜悦 ...

本文来自微信公众号： 秦朔朋友圈 （ID：qspyq2015） ，作者：何菲，题图来自：AI生成 明显感觉到，我生活的时代，我生活的城市和这座城市的人，到处都在转型。 大约在千禧初年到2017、2018年左右，我们友人之间小酌多数是喝红酒，不管真懂还是假懂，总得 在饮上一口后，用风雅感性的词汇评价一番。为此我还浮光掠影地研究过几年红酒，写过不少相关文 章。 后来，红酒热潮渐渐退去，进入平台期，身边友人们小酌的风格偏好渐渐往白酒方向转化。 前几年某次友人小聚，我坐在中医药大学少壮派教授身边，他执意鼓励我喝点白酒，说是补气、抗病 毒。从此我小酌时的主流佐餐酒换成了白酒。记得那天还有友人往白酒壶里加了半壶蒜瓣，说是能杀 灭病毒。坊间也有"加了蒜片的光瓶玻汾，能喝出青花汾的味道来"的传说。 杯里乾坤大，壶中日月长。 世界六大蒸馏酒的诞生地都分布在北纬25～40度之间，中国的两大名酒带——川贵名酒带和江淮名 酒带，都处于这个地理位置。 有很多年，白酒一直延续高端化的宏大叙事，有"向天再借五百年"的气势，代言人都是影视剧里常常 出现的帝王将相，再低调也是千里江山、雄厚激荡的调性，白酒似乎是传统文化的集大成者。 那些年，飞 ...

Core Insights - The company "Chip Superhero" operates a 1,600 square meter intelligent chip storage base with over 1,000 stock models and 100 brands, holding a total of 50 million chips valued at over 100 million [1] Group 1: Inventory and Services - The current inventory includes 50 million chips with a total weight of 10 tons, and each material undergoes QC inspection in an independent laboratory located in Shenzhen [1] - The company has served a cumulative total of 19,800 users and can complete transactions in as fast as half a day for discounted inventory [4] Group 2: Procurement and Sales - The company is actively seeking to purchase specific components, including 400 pieces of Broadcom BCM68658A1IFSBG and 1,200 pieces of both MOLEX 39-30-2032 and ADI AD8512ARMZ [2] - There are special offers on advantageous materials, such as 100,000 units of ST EMIF02-SPK03F2 from 2021 and 20,000 units of ST STM8AF5286UCY from 2022 [3] Group 3: Market Trends - The industry is experiencing challenges with unsold inventory and pricing pressures, prompting companies to explore alternative sales channels like the "Factory Surplus" mini-program [6] - Recent articles highlight significant market movements, including the top four chip distributors changing, and the impact of production halts and origin determinations on the chip industry [8]

Headphone Microphone Testing - The Vergecast conducted microphone tests on over-ear headphones, including Nothing Headphone 1 ($299), Sony WH-1000XM6s ($449), AirPods Max ($549), and Bose Quiet Comfort Ultra [1][2] - Sony WH-1000XM6s were rated as the top pick for voice calls due to clear voice quality and effective background noise cancellation [2][3] - Nothing Headphone 1 was ranked second, offering good noise cancellation but with some voice compression [1][3] - AirPods Max were noted to let in more ambient noise and produced a thinner voice quality, ranking them last for voice calls [2][3] - Bose Quiet Comfort Ultra exhibited an echoey voice quality and inconsistent noise handling, placing them third [3] Strength Training App (Ladder) - Ladder aims to replicate personal training experience through programming, coaching, and accountability, making strength training accessible [3][4] - Ladder uses a matching algorithm to connect users with suitable programs and coaches based on fitness level, goals, and preferences [4] - Ladder emphasizes real coaching and proper form through movement videos and expert-designed progressive workouts [4] - Ladder's integration with Spotify and Apple Music, allowing users to listen to their own playlists, is a core value proposition [5][7] - Ladder uses AI to amplify the work of its coaches, helping them manage team chats and personalize the experience [7][16] - Ladder is exploring nutrition integration and using AI to provide personalized recommendations based on user data [16] AI Fitness Insights - AI fitness insights are seen as potentially beneficial for beginners who lack foundational fitness knowledge [19][21] - Companies offer AI summaries and chatbots, but the effectiveness varies, with some providing generic insights [22][23] - The value of AI lies in contextualizing data, but current AI fitness summaries often fall short of providing meaningful insights [28][32] - Companies acknowledge the need for AI in fitness but are still working on improving its accuracy and personalization [26][27]

本报记者 马晶晶 作为关系国计民生与国家安全的战略性新兴产业，以民营经济为主体的生物医药产业在呼和浩特市正迎 来蓬勃发展黄金期。该市积极培育六大产业集群，以科技创新为核心驱动力，强化产业链的延链、补 链、强链，在生物医药赛道上加速前行。全球首个mRNA疫苗及核酸药物智能化制造项目成功落地，年 产800万头份宠物疫苗智能制造生产线顺利通过GMP静态验收等突破性成果，是呼和浩特深入实施"科 技兴蒙"战略，充分发挥生物医药产业集群优势的生动写照。 创新的火花在青城闪耀。内蒙古科拓生物有限公司开发出国内首创、国际领先的高活性深冷颗粒发酵剂 包装技术，全程在-40℃超低温环境下完成高效连续封装，有效阻断温度波动导致的二次损伤。同时， 内蒙古华希生物科技有限公司自主研发的布鲁氏菌基因缺失活疫苗（RM6株，粗糙型）顺利通过兽用 生物制品生产与检验报告，正式投入规模化生产。 呼和浩特生物医药产业高速发展，其创新基因正沿着产业链深度渗透。上游强基，积极培育动物血清、 培养基生产企业，大力发展疫苗佐剂、填料等关键原辅料配套产业，专业化生产兽用疫苗细胞培养所需 的核心材料。同时，加快疫苗专业物流体系建设。 中游攻坚，聚焦非洲猪瘟、 ...

Core Insights - The 618 shopping festival has concluded, leading to varied price movements in the white liquor market, with some products experiencing price increases while others continue to decline [1][2][3] Price Trends in Major Cities - In Guangzhou, among 21 sampled white liquor products, 9 saw a decrease in average retail price, while 8 experienced an increase, and 4 remained unchanged [2] - Notably, high-end products like Moutai and Guojiao 1573 have seen price drops, with Moutai's average retail price falling to approximately 2304 RMB, a decrease of about 100 RMB from the previous period [2][3] - In Shenzhen, Moutai's average retail price is reported at 2298.5 RMB, with a notable decline in several high-end products due to ongoing market pressures [7][10] - East Dongguan's market shows a mixed trend, with 9 products increasing in price and 5 decreasing, highlighting the volatility in high-end liquor pricing [12][13] Online vs. Offline Pricing - Online platforms, particularly instant retail channels, are showing lower prices compared to offline supermarkets, with Moutai priced at 2229 RMB online, which is about 75 RMB lower than the overall average [3][8] - The price discrepancies between online and offline channels are significant, with products like Junpin Xijiu and Qinghua Lang being sold for much lower prices online compared to their offline counterparts [3][8] Impact of Regulatory Changes - The ongoing "ban on alcohol" has significantly impacted sales, particularly in high-end segments, leading to price reductions as businesses attempt to stimulate demand [9][10] - The combination of the 618 festival and regulatory changes has created a challenging environment for liquor companies, as they navigate maintaining sales volume and pricing stability [1][17] Summary of Average Prices - The average prices for key products as of July 4th are as follows: - Moutai: 2367.62 RMB [19] - Wuliangye: 1010.27 RMB [19] - Junpin Xijiu: 833.17 RMB [20] - Qinghua Lang: 943.11 RMB [20] - Guojiao 1573: 993.42 RMB [20]

责任编辑 每日晨报 2025 年 7 月 4 日 银河观点集萃 美国 6 月非农新增就业 14.7 万人 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明 宏观: 参议院版"大美丽法案"将赤字推上 7%——美国财政法案跟踪。 ● (1) 关税对于经济的负面冲击尚待显现,且即使 IEEPA 关税受阻,特朗普政府也 可能快速转向其他关税手段;在失业率可能温和上行、美联储仍有望在 9月开 启降息的情况下,美债收益率有进一步走低的空间。 (2)从财政角度来看, 5、6 月美国非短债的到期量并不大,且短债需求较好;季度融资会议目前给 出二、三季度的中长期国债净发行量平稳,且考虑关税后赤字扩张幅度短期仍 可控。 (3) 从更长期的角度来看, 4.5%-5.0%的长端美债收益率可能高过美 国的名义增长速度,且持续加大付息压力,因此最终不可持续,从这一角度考 虑长端利率也需要一定的降低。 通信:海洋经济政策东风劲吹,通信全方位赋能。2025年以来海洋经济催化 ● 不断,政策东风劲吹。2025年政府工作报告指出大力发展海洋经济,建设全 国海洋经济发展示范区,海洋经济 ...

Core Insights - The internal combustion engine industry is undergoing unprecedented changes against the backdrop of a global energy restructuring and evolving market demands [1][7] - The market is experiencing a complex trend of "month-on-month decline and year-on-year growth" as reported by the China Internal Combustion Engine Industry Association [1][2] Market Performance - In May 2025, the internal combustion engine market saw a sales volume of 4.1561 million units, reflecting a month-on-month decline of 6.74% but a year-on-year increase of 12.31% [2] - Cumulative sales from January to May reached 21.6427 million units, with a year-on-year growth of 16.36%, indicating resilience amid economic recovery [2] Fuel Type Analysis - Diesel engine sales in May were 401,000 units, down 16.46% month-on-month but up 1.47% year-on-year; gasoline engine sales were 3.7496 million units, with a month-on-month decline of 5.56% but a year-on-year increase of 13.57% [3] - Cumulative data for January to May shows diesel engine sales at 2.2494 million units (3.77% growth) and gasoline engine sales at 19.3636 million units (17.99% growth) [3] Application Segmentation - In May, various application sectors showed distinct performance: passenger vehicles grew by 10.37%, commercial vehicles by 1.87%, agricultural machinery by 3.50%, and marine applications surged by 20.20% [3] - The growth in the passenger vehicle market is attributed to rising consumer purchasing power and upgrades in automotive consumption [3] Industry Concentration - The market concentration is increasing, with leading companies like Weichai and Yuchai holding 77.36% of the multi-cylinder diesel engine market [4] - China has become the largest and most complete internal combustion engine manufacturing country globally, producing approximately 80 million new units annually during the 14th Five-Year Plan [4] Technological Innovations - Significant advancements in emission standards and thermal efficiency have been achieved, with diesel engines improving by about 50% and gasoline engines reaching 40%-42% efficiency [4] - Innovations in alternative fuels, such as natural gas and methanol, are paving new paths for energy conservation and emission reduction [4][5] Green Transition - Innovations in gas engine technology, such as advanced combustion control and efficient energy conversion systems, are driving the industry towards a greener and more sustainable future [5][7] - New products like the 20M61 engine and the WP13 methanol engine showcase the industry's competitive edge in high-end power generation and green energy solutions [6] Future Opportunities - The internal combustion engine industry faces both challenges and opportunities, with a need for increased investment in green energy technologies and diversified fuel applications [8] - The integration of smart technologies into internal combustion engine products is expected to enhance performance and efficiency, meeting diverse application needs [8]

2025年7月1日，洋河股份发公告，董事长张联东因工作调整辞去公司董事长职务，董事会选举顾宇为新任董事长，同时顾宇已担任洋河集团党委书记。 此次人事变动引发市场广泛关注，投资者最关心的问题是：在白酒行业竞争加剧、洋河增长放缓的背景下，新掌门人能否带领洋河重回巅峰？ 张联东的功与过：三年改革，洋河"稳"但未"爆" 张联东于2021年2月接任洋河股份董事长，此前曾任宿迁市政府副秘书长，属于"政商跨界"型管理者。张联东任内有三大贡献： 稳定渠道，修复厂商关系。洋河在2019-2020年曾因压货问题引发经销商不满，张联东上任后调整销售政策，减少压货，优化渠道利润，使经销商信心逐步 恢复。 推动高端化，梦之蓝占比提升。他提出"高端引领、品质升级"战略，梦之蓝M6+成为核心增长点，高端产品占比从30%提升至40%+。 多元化布局。通过收购贵州贵酒进军酱香市场，推出"微分子酒"等健康白酒概念，探索新增长点。 张联东任内：业绩稳中有增，但增速落后同行。2021-2023年，洋河营收从253亿增至约320亿，年增速约8%-10%，低于茅台（15%+）、汾酒（20%+）。股 价表现平平，2021年以来涨幅远不及茅台、五粮液，甚至 ...

Designed for Permanent Contact With Variety of Liquids, AEC-Q200 Qualified Device Eliminates the Need for Costly Wire to Wire ConnectorsMALVERN, Pa., July 02, 2025 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced a new AEC-Q200 qualified NTC immersion thermistor. Featuring a miniature design with a compact sensor tip and thin insulated wire, the Vishay BCcomponents NTCAIMM66H is ideal for the small spaces of liquid-cooled automotive systems, where it provides a fast 1.5 s respon ...