Utility poles are used for the transmission and distribution of electricity from power generation companies to end-users. They are equipped with transformers, insulators, cutouts, cross arms and lightning arrestors. Furthermore, they support various types of wires, such as neutral, primary, secondary, telephone and cable, ground, and guy wires. Some of the major types of utility poles used in electrical systems are concrete, wooden, rail electric, and steel tubular poles.

A wearable patch also known as smart patch is attached to the skin with the use of an adhesive. A wearable patch, depending on the application, performs the collection of data, analysis, and recommendations regarding the health and fitness of the individual.

Vinegar is a sour liquid produced through the fermentation of ethanol by acetic acid bacteria. It is commonly used in cooking as a condiment, preservative, and flavoring agent. Vinegar comes in various types, such as apple cider vinegar, balsamic vinegar, and wine vinegar, and is known for its versatility in both culinary and health applications. It can also serve as a natural remedy for digestive issues and weight management due to its acetic acid content.

The thermal wellness market encompasses various facilities that offer a wide variety of services and treatments by using naturally heated water. Thermal wellness is known for its therapeutic properties. It is ideal for people who seek natural remedies.

Threat detection is the advanced system launched to detect threats, thereby ensuring the security of the organization it is deployed in. threat detection systems are modern threat detection tools that help users with potential risks or threats with the help of different technologies, devices, and software. Threat detection systems provide various benefits to users, such as threat behavior analysis, cost reduction, minimizing complexity, network visibility, and network control. The various devices used in threat detection systems, which are available in the market, include explosion detection, radiation detection, video surveillance, dosimeter, and biometrics.

Tower cranes are preferred for the construction of high-rise buildings. They consist of two major parts, a mast and a jib. Tower cranes provide a large picking radius and can operate in confined areas. Hence, their use improves operational efficiency.

从整体表现来看，上周四大期指主力合约全面上涨，中证 500 期指涨幅最大，幅度达 3.09%，中证 1000 期指涨幅最小，幅度为 0.64%。上周 IC、IM 贴水加深，IF、IH 升水收窄。IC、IM 处于贴水状态，IF、IH 处于升水状态。全部合约角度看，较上上周而言，IF、IC、IM 和 IH 的当月、下月、当季和下季合约的平均成交量均上升。其中 IF 上升幅度最大，为 36.32%，IM 上升幅度最小，为 14.61%。IF、IC 上周五的合计持仓量上升，IH、IM 上周五的合计 持仓量下降。其中 IC 上升幅度最大，为 6.35%，IF 上升幅度最小，为 5.85%，IH 下降幅度最大，为-4.83%，IM 下降 幅度最小，为-0.77%。

A 股走势是否能真实反映宏观基本面？答案是肯定的。（1）总量修复在途，结构特征突出。在当前经济与市场环境下，A 股市场总体上反映了宏观经济总量与微观行业之间的动态关系。从行业结构对宏观总量的支撑分析，呈现出明显的“新旧转向”加速的结构性特征。我国宏观结构正在从传统的要素驱动型增长模式，向以科技创新为核心的新质生产力发展模式转变。（2）市场预期悄然起势。市场预期逐步改善，主要体现在基本面、政策面和流动性三方面的 积极变化。A 股市场呈现“新旧动能”分化行情，并且，“新质”概念带动整 体行情上行。

2025年上半年，全球半导体行业在 AI算力需求快速增长、终端智能化加速、汽车电子复苏及国产替代深化的多重驱动下，整体呈现结构性繁荣。Q2 板块营收 1336.61 亿元，归母净利润 106.30 亿元，盈利修复趋势明确。细分板块中，集成电路制造、封测、芯片设计表现突出。持仓维度来看，25Q2 电子整体持仓稳居榜首，超配比例持续提升。电子行业（申万一级）以18.67%的配置比例，蝉联全市场第一大重仓行业，在申万二级细分行业中，半导体子板块以 10.47%的持仓占比领先。从重仓股市值排名来看，资金主要流向各细分领域的龙头公司及核心国产替代标的，中芯国际（代工龙头）、北方华创（设备龙头）、兆易创新（存储龙头）等位列前茅，AI 算力相关标的如寒武纪、海光信息也获得大幅增配。

港股下跌，可选消费、医疗保健与必选消费领跌，能源、电信服务与金融收涨，集成电路、消费电子与电力设备表现强劲，南下资金净卖出 204.4 亿港 元。A 股先跌后涨，通信、电子与国防军工涨幅居前，煤炭、农业与纺织服装下跌。煤炭和化工价格上涨，国债收益率小幅上行，CNH 升至 7.12。