脑机接口板块今日大涨，赛诺医疗、广电股份涨停，乐普医疗涨超8%。 中泰证券指出，脑机接口获政策强支持力度，产业迈入加速成长阶段。非植入式产品在政策支持下，商 业化落地速度有望加快，植入式设备有望凭借更高的信号分辨率与操作精度，为高精度医疗场景提供技 术支持。建议关注非植入式领域软硬件或产品研发进展较快的标的。 湘财证券指出，作为医疗领域前沿技术，脑机接口的应用将在态者检测、疾病康复、技能替代等方向逐 步落地。建议关注积极布局脑机接口技术的相关公司。 消息面上，工信部等七部门印发《关于推动脑机接口产业创新发展的实施意见》。 ...

在美国关税政策反复多变的背景下，区域一体化合作将进一步加快。 距离中美商定于8月12日结束的90天关税暂缓过渡期还剩不到一周，中国最新公布的外贸数据超出外界 预期。 根据海关统计的数据，2025年前7个月，我国货物贸易进出口总值25.7万亿元人民币，同比增长3.5%。 其中，出口增长7.3%，进口下降1.6%，降幅较上半年收窄1.1个百分点。 其中，7月份的进出口和出口分别增长6.7%和8%，进口增长4.8%，连续两个月增长。 全球"抢出口"升温 面对美国近期持续向印度等多国挥舞关税大棒，中国外贸超出预期的表现备受国际关注。"抢出口""转 出口"效应升温被认为是7月出口加快增长的动因之一。 按照"90天过渡期"将在8月12日结束的节奏来算，考虑到海上运输及清关、上架的时间，中国的货物要 想在过渡期内运抵美国需要在7月前完成出运。这一定程度上解释了7月中国对美出口降幅扩大。 海关总署统计分析司司长吕大良提出，按人民币计，前7个月，我国对东盟、欧盟、非洲、中亚进出口 同比分别增长9.4%、3.9%、17.2%、16.3%。其中，我国与东盟、欧盟贸易总值占我国外贸总值的近三 成，对共建"一带一路"国家合计进出口增长 ...

2025年8月7日晚，成都世运会开幕式在成都天府国际会议中心"天府之檐"区域正式举行。本届世运会开幕式以"运动无限 气象万千"为主题，为全球呈现活 力与时尚、运动与欢乐、科技与创新的中国式现代化万千气象。 本届世运会开幕式不再局限于体育场馆内的封闭空间，而是将场地搬进成都的城市空间——"天府之檐"前的区域，来自全世界的运动员们同在屋檐下，感受 城市自然景观、历史文化与市民生活场景。 开幕式整体时长约90分钟，其中文体表演环节约15分钟。现场亮点纷呈： 中华人民共和国国旗、国际世界运动会协会会旗、国际奥林匹克委员会会旗和成都世运会组委会会旗在庄严的国歌声中冉冉升起； 《缤纷之约》以街舞融合轮滑、滑板、啦啦操等运动元素激情开场； 12名中国青年歌手将与来自美国OneVoice、意大利安东尼亚诺、上海小绣球花、大凉山妞妞合唱团的小朋友共同组成的国际童声合唱团，共同主题曲《万 千》； 极具创意和挑战的点火仪式，火炬"竹梦"成功点燃世运会首个"水火相融"于湖中的火炬塔，绚烂的火焰交相辉映。 来自世界各地运动员在吉祥物"蜀宝""锦仔"和仪式标兵的欢迎下踏上实现拼搏与超越的荣耀之路，蕴含蜀绣、漆艺等特色非遗工艺的引导牌传递 ...

在美国各项经济数据释放信号不一致、关税政策对通胀影响仍然不明的背景下，美联储能否顶住政治压 力，维持货币政策独立性？特朗普任命"影子主席"的做法能否左右降息前景？为何特朗普突然紧盯翻修 案？投资者又该如何交易布局呢？就这些问题，第一财经专访了瑞士百达财富管理美国高级经济学家崔 晓。 特朗普提名"影子主席"作用有限 崔晓对第一财经分析称，"从法理层面来讲，如果因为特朗普仅仅因为与鲍威尔在利率问题上意见不一 致，就想解雇他是完全不可能的，因为之前最高法院的案子已经再次强化了，美联储是一个独立机 构。"如果特朗普"因故"要解雇鲍威尔，只能利用翻修案，但整个过程也会非常混乱和棘手，因为翻修 案这个事情是否严重到足以构成"因故"中的"故"，需要由白宫先提交相关诉讼，然后由一层层法院审 核，最终由高等法院裁决。在整个漫长的裁决过程中，鲍威尔仍有权留任美国联邦公开市场委员会 （FOMC）理事。并且，FOMC主席由谁担任是由FOMC成员决定的，凭借鲍威尔和FOMC成员的关 系，他们也会继续支持鲍威尔在此期间继续担任主席。鲍威尔本人也曾表态，除非他去世，否则没有任 何事情能阻碍他完成任期。 根据1913年的《联邦储备法》第10 ...

Core Viewpoint - The meeting emphasized the importance of enhancing the company's capabilities for high-quality development while addressing various risks and challenges in the current complex domestic and international environment [1] Group 1: Strategic Directions - The company will firmly pursue a financial development path with Chinese characteristics, actively integrate into the national development framework, and implement major cooperation initiatives while increasing sustainable investment efforts [1] - There is a focus on improving autonomous investment capabilities, optimizing overall portfolio management, and advancing the construction of front, middle, and back office capabilities [1] Group 2: Management and Oversight - The company aims to fulfill its responsibilities in managing state-owned financial capital, providing guidance to directly managed enterprises, and encouraging controlled and participating institutions to contribute to the financial "five major articles" [1] - Continuous improvement in management levels and operational efficiency is prioritized, alongside strengthening external investment risk prevention and enhancing the management system of directly managed enterprises [1]

Core Viewpoint - The key to the recovery and high-quality development of the mining economy in Nanping lies in whether mining companies can obtain mining rights certificates promptly [1][6]. Group 1: Mining Rights Approval Challenges - Mining companies in Nanping have long faced difficulties in obtaining mining rights approvals, but signs of improvement have begun to emerge [1][6]. - The Ministry of Natural Resources conducted a survey in early June, identifying three main issues in Nanping's mineral resource management: the prevalence of small and scattered mines, complex approval procedures, and an inadequate exit mechanism for mining rights [1][2]. Group 2: Recommendations and Actions - The survey team recommended that the Fujian Provincial Natural Resources Department guide Nanping in improving the mining rights registration and approval system, optimizing management services, and establishing a sound exit mechanism for mining rights [2][4]. - Nanping's Natural Resources Bureau has committed to enhancing the mining rights registration process, closing non-compliant mines, and upgrading those with significant resource reserves [2][4]. Group 3: Local Government Initiatives - Local governments in Nanping are actively holding meetings to strengthen mineral resource management, with a focus on balancing ecological protection and high-quality development [4][5]. - Specific plans for the classification and management of existing mines are being developed, with a goal to increase the proportion of large and medium-sized mines, particularly in the fluorite sector, to over 25% by 2025 [4][5]. Group 4: Ongoing Developments - The Nanping Mining Association has expressed hope that the new policies will be implemented quickly to facilitate the recovery of the mining economy [6]. - The local government is taking steps to ensure that mining rights management services are improved, aiming to enhance approval efficiency and protect the rights of mining operators [3][5].

Core Insights - In the first half of 2025, property tax revenue surpassed deed tax and land value increment tax, becoming the largest source of revenue among land and real estate-related taxes [1][2]. Revenue Performance - National property tax revenue reached 261.8 billion yuan in the first half of 2025, marking a 12% year-on-year increase, significantly higher than the overall national tax revenue growth rate of -1.2% and the declines in deed tax (-14.8%) and land value increment tax (-17.6%) [2]. - Property tax revenue growth is attributed to enhanced tax collection efforts by local fiscal departments, with notable increases reported in regions such as Fujian (13.7% growth) and Xinjiang (17.9% growth) [2][3]. Tax Management Improvements - Local governments have utilized big data and improved tax management practices to enhance property tax collection, addressing issues such as low-quality data and tax assessment inaccuracies [4]. - For instance, the Zhengzhou Airport Economic Comprehensive Experimental Zone reported a 36.42% increase in property and land taxes collected from January to July 2025, aided by online data comparisons and risk audits [4]. Fiscal Context - Despite the growth in property tax revenue, the overall fiscal environment remains challenging, with significant declines in deed tax and land value increment tax exacerbating local fiscal pressures [4][5]. - In 2024, the combined revenue from deed tax and land value increment tax was approximately 1,001.6 billion yuan, a decline of about 30% from the peak in 2021 [5]. - Local government budget data indicates a slight increase in general public budget revenue (1.6%) and a more substantial increase in expenditures (2.6%) for the first half of 2025, highlighting ongoing fiscal challenges [6].

据Wind数据统计显示，8月8日，国家队现身浙数文化前十大流通股东，合计持股1755.16万股，合计持 股市值达2.43亿元。截至8月8日，国家队二季度共现身5只个股前十大流通股东，合计持股5.72亿股，合 计持股市值达56.26亿元。其中，4只个股持股数量超千万，华能国际、海康威视、陆家嘴持股数量居 前，国家队分别持有4.67亿股、0.65亿股、0.20亿股。从国家队持股行业分布来看，主要集中在信息技 术服务、电力Ⅲ、软件，分别有1只、1只、1只。 ...

工业富联、新易盛、中际旭创净卖出额居前，金额分别为4.17亿元、2.92亿元、2.70亿元。 寒武纪-U获融资净买入额居首，净买入5.33元；融资净买入金额居前的还有北方稀土、硕贝德、东山精 密，净买入额分别为4.07亿元、2.95亿元、2.57亿元。 Wind统计显示，上一交易日（8月7日）共有1861只个股获融资净买入，净买入金额在亿万元以上的有 20只。 ...

扫地机器人市场已有诸多玩家，但市场渗透率不高，全景无人机市场玩家不多。 从市场增速看，过去几年扫地机器人告别了最初的高速增长期。据奥维云网数据，2020年及2021年国内扫地机器人销售额保持百分比两位数的高速增长，但 2021年和2022年的市场销量经历下降。直到2023年，国内市场销量才迎来小幅增长，去年全球市场实现销量和销售额增长，出现回暖迹象。市场玩家业绩则 较为参差，国内厂商过去几年并未集体实现营收和净利润同步增长，竞争较为激烈。去年国内扫地机器人排名前五的品牌市场占有率达到93.6%。 市场在变化，大疆的扫地机器人设计也经历过3次较大的变更，包括将滚筒改为履带、将凸出的机械式激光雷达改为体积更小的固态激光雷达、将基站改为 透明设计。期间尝试过多种技术方案。 一般而言，机械式激光雷达视野较好，固态激光雷达需要通过算法等方式弥补差距，技术要求较高。大疆还进行过机械臂预研，希望机械臂能帮扫地机开 门、打扫门后死角，但最终发现机械臂精度和实用性有限。 消费级硬件市场的跨界尝试越来越多，大疆一周内接连推出两个全新品类。8月6日晚，大疆推出首代扫地机器人DJI ROMO。在此之前，7月31日晚，大疆 发布首款全 ...